Podcasts about CIO

Guy Adami and Dan Nathan discuss upcoming market-moving events such as FedEx and Nike earnings, Fed Chair Powell's testimony, and critical economic indicators like the PCE inflation reading. The conversation also covers the market's response to escalations in Iran, implications for crude oil prices, and the broader economic impact. The episode outlines market dynamics, investor sentiment, and strategic insights amid evolving global scenarios. After the break, Dan Nathan hosts Stephanie Guild, CIO at Robinhood. They discuss the Fed meeting outcomes, expectations on interest rates, and economic impacts of tariffs and geopolitical tensions. They delve into market reactions, S&P earnings projections, monetary policy, and investor sentiment. Stephanie provides insights on tech disruptions, AI's influence on the economy, stock market valuations, and opportunities beyond the mega-cap tech stocks. They also explore the strategic operations within Robinhood, such as their new asset management service and how they're leveraging AI to enhance customer experience. The conversation highlights the adaptability required in today's market environment and Robinhood's approach to staying competitive. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Some of the most effective portfolio components may generate little or no return on their own. In this episode, Niels Kaastrup-Larsen and Yoav Git explore that discomfort - why allocators often overlook strategies that offer the most structural value. Through a series of new research papers, they examine how negative correlation, volatility, and capital efficiency can outweigh standalone performance, and why trend following continues to challenge conventional assumptions. It's a conversation about construction over conviction, contribution over headline returns, and the gap between what improves a portfolio and what investors are willing to own.-----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 Yoav on LinkedIn.Episode TimeStamps:00:13 - Introduction and latest update07:57 - Trend Following score card12:38 - Latest paper from R.G. Niederhoffer26:45 - Latest insights from Quantica Capital36:55 - Review of Soc Gen's latest report on the state of the CTA Industry44:52 - The Science and Practice of Trend-following Systems paper by Artur SeppResources discussed in this Episode:LINK SI353: From Tariffs to TrendsLINK SI353: Keeping up with the Trend-FollowersLINK SI353: The Science & Practice of Trend-Following SystemsCopyright © 2024 – CMC...

Ray discusses with Manpreet the investment theme for 2H 2025: a weaker USD. They explore specific segments in equities and bonds that are likely to benefit from this trend. The discussion ends with strategies for hedging and mitigating risks amid renewed geopolitical tensions in the Middle East. Read our report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-global-market-outlook-positioning-for-a-weak-dollar-20-june-2025.pdf Speakers: - Ray Heung, Senior Investment Strategist, 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 

Dan Nathan and his co-host Guy Adami are joined by Peter Boockvar, CIO at Bleakly Financial Group. The discussion centers around recent statements from Fed Chair Jerome Powell, analyzing market reactions and economic forecasts, particularly in light of tariffs and inflation concerns. The hosts and guest delve into the Fed's stance on future rate cuts, the impact on GDP and inflation projections, and the broader implications for the labor market, housing sector, and global trade. Peter emphasizes the importance of unbiased risk management and offers a nuanced perspective on the potential economic repercussions of current fiscal policies. The episode also explores the role of the Federal Reserve, questioning whether market mechanisms should independently set interest rates. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

In the AI era, trust is everything and it's under attack. How do you build digital trust when AI is changing the rules and attackers are getting smarter? Discover how today's CISOs are stepping up, adapting to AI risks, and learning from history to protect our digital future. In this episode of the Fit4Privacy Podcast, host Punit Bhatia is joined by Nick Shevelyov, a cybersecurity expert with extensive experience as a CISO and Chief Privacy Officer, and author of Cyber War and Peace. The discussion focuses on the evolving challenges for Chief Information Security Officers (CISOs) in the age of AI, highlighting risks such as deep fakes and hyper-targeted attacks. Nick emphasizes the importance of translating technical risks into business risks for board members and discusses the implications of new AI legislation, particularly California's SB 468.  Tune in to gain insights into managing digital trust, safeguarding personal data, and the strategic initiatives needed to combat emerging cybersecurity threats.  KEY CONVERSION POINT 00:01:50 How would you define the concept of trust 00:05:26 How do you place trust? How are they shifting? What kind of swans? 00:09:06 How are CISO coping with the change of AI era? 00:20:01 Insights in CISO Perspective for US/California direction in law of terms 00:23:06 About “Cyber War…and Peace: Building Digital Trust Today, with History as our Guide” book 00:27:50 How to get in touch with Nick   ABOUT GUEST Nick Shevelyov helps build next-gen tech companies from the ideation stage. His work includes StackRox (Kubernetes security, acquired by Red Hat for $400M), Kodem (software composition analysis, Greylock Series A), Bedrock Security (data-loss prevention, Greylock Series A), and Laminar (shadow data discovery, Insight Ventures Series A).He advises founders and CEOs on product and go-to-market strategy, boosting time-to-value for companies like Pixee.ai, Quokka.io, Boostsecurity.io, and ETZ. He works across all stages, from seed to IPO.Nick consults with Insight Partners (also an LP) and FTV Capital, and serves on advisory boards for ForgePoint Capital, Mayfield Fund, Evolution Equity Partners, NightDragon, YL Ventures, and Glynn Capital.He is on the boards of Cofense | Phishme and the Bay Area CSO Council (BACC), an invite-only group of CISOs from leading Bay Area companies. A former CIO, he is also an honorary member of the Blumberg Technology Council.Nick authored Cyber War…and Peace and brings historical and behavioral insights to tech and risk management. He holds an Executive MBA from USF and certifications from Stanford, Harvard, plus CISSP, CISM, and CIPPE.ABOUT HOST Punit Bhatia is one of the leading privacy experts who works independently and has worked with professionals in over 30 countries. Punit works with business and privacy leaders to create an organization culture with high privacy awareness and compliance as a business priority. Selectively, Punit is open to mentor and coach professionals.Punit is the author of books “Be Ready for GDPR” which was rated as the best GDPR Book, “AI & Privacy – How to Find Balance”, “Intro To GDPR”, and “Be an Effective DPO”. Punit is a global speaker who has spoken at over 30 global events. Punit is the creator and host of the FIT4PRIVACY Podcast. This podcast has been featured amongst top GDPR and privacy podcasts.As a person, Punit is an avid thinker and believes in thinking, believing, and acting in line with one's value to have joy in life. He has developed the philosophy named ‘ABC for joy of life' which passionately shares. Punit is based out of Belgium, the heart of Europe.  RESOURCES Websites: www.fit4privacy.com,www.punitbhatia.com,https://www.linkedin.com/in/nicholasshevelyov/, https://vcso.ai/   Podcast https://www.fit4privacy.com/podcast Blog https://www.fit4privacy.com/blog YouTube http://youtube.com/fit4privacy   

In the age of AI, there's no going it alone. Partnership is now an absolute necessity. This conversation between Colleen Kapase, VP of Channels and Partner Programs at Google Cloud, and Elaina Shekhter, EPAM's Chief Marketing and Strategy Officer, demonstrates the value of partnership done right. Their back-and-forth embodies the enduring partnership, and unshakable trust, that Goole Cloud and EPAM have built over the years. Kapase notes that the conversations she's had with partners were often about modernizing cloud infrastructure rather than more nuanced AI discussions. No more! “It's moved beyond a CIO conversation to a product conversation, to a CMO conversation.” Google and their partners are asking: “What are you doing to leverage AI to advance our products or offerings or processes and customer experience?” This kind of working is, Kapase says, an opportunity to “grow, grow, grow, grow” that can deeply impact their partners' customer experience and product development. Shekhter says that lately there has been much restructuring of the partner ecosystem and then asks bluntly: What is partnership *for?* “Just delighting the customer,” says Kapase. “I don't know if it gets any more complicated than that.” Complicating things somewhat, Shekhter wonders if her interlocutor has advice on how partnership can be customer-centric in AI-native transformation work. “It can sound basic, but communication is *so* important,” says Kapase. “It is really the basis of any great partnership… Strong communication just can make you better together.” Better together, indeed. So, for those who are in or want to join the Google Cloud crowd, or care about partnerships more generally, listen up! Much here to learn about partner-driven delivery and adoption, the role of Agentspace and AI innovation, the importance of optimism, and more.

Barry Eichengreen joins Alan Dunne for a clear-eyed look at a system losing its anchors. The dollar's standing, long insulated by trust and habit, now faces a different kind of test... one shaped less by challengers abroad than by fractures at home. They explore how rising debt, political entropy, and institutional strain are converging in ways that markets are only beginning to price. From the quiet retreat of safe haven flows to the uneasy future of central bank independence, this is a conversation about slow shifts with fast consequences, and what happens when credibility, not currency, becomes the liability.-----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.Follow Barry on Twitter.Episode TimeStamps: 00:09 - Introduction to Barry Eichengreen03:51 - The Future of the Dollar: Concerns and Predictions14:29 - Fiscal Challenges and Policy Responses33:04 - Analyzing Economic Policies and Their Impacts49:18 - Global Economic Perspectives: Trade Wars and Currency Alternatives56:46 - The Future of Global Currency SystemsCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3...

It's Fed Day! Will the Federal Reserve finally cut rates—or kick the can again? Lance Roberts & Danny Ratliff break down what's at stake, what markets are pricing in, and what it means for your money. Thursday is Juneteenth, markets are closed, and so are we. Lance reviews the track for crude oil prices and the likely effect on inflation as the Iran-Israel conflict continues. What will Jerome Powell say following today's Fed meeting? Fed grammar matters. Danny and Lance review elements of the Big, Beautiful Bill as it bounces between the House and Senate; contents subject to change. Lance points out the insane irony of the Dept. of Agriculture's stance on feeding wildlife vs. feeding the masses. Danny and Lance review a Barron's article depicting a dilemma of wanting to retire early on limited savings, and live to 98. Hilarity ensues. SEG-1: Juneteenth & Fed Day SEG-2a: Fed Meeting Preview & Market Sentiment SEG-2b: The BIg, Beautiful Bill - Pt.1 SEG-3: The Big, Beautiful Bill - Pt.2 SEG-4: Can You Afford to Retire? RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=MEf6M7XXCqQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mention in this show: "The Bull Rally Continues" https://realinvestmentadvice.com/resources/blog/the-bull-rally-continues/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Why Oil Prices Are On the Rise," is here: https://www.youtube.com/watch?v=4O6HNmfPPb4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What's the Difference Between Fixed Income and "Stable" Income?" https://www.youtube.com/watch?v=jV5Oepv5zPM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #OilPrices #CrudeOil #Inflation #SupplyDemand #FedDay #FederalReserve #FedRateDecision #FOMC #InterestRateCut #JeromePowell #FinanceNews #IranIsraelConflict #MarketRally #GeopoliticalRisk #FixedIncome #StableIncome #RetirementPlanning #IncomeInvesting #FinancialEducation #MarketVolatility #BigBeautifulBill #DeptAgriculture #ParksWildlife #SNAP #InvestingAdvice #Money #Investing

It's Fed Day!  Will the Federal Reserve finally cut rates—or kick the can again? Lance Roberts & Danny Ratliff break down what's at stake, what markets are pricing in, and what it means for your money. Thursday is Juneteenth, markets are closed, and so are we. Lance reviews the track for crude oil prices and the likely effect on inflation as the Iran-Israel conflict continues. What will Jerome Powell say following today's Fed meeting? Fed grammar matters. Danny and Lance review elements of the Big, Beautiful Bill as it bounces between the House and Senate; contents subject to change. Lance points out the insane irony of the Dept. of Agriculture's stance on feeding wildlife vs. feeding the masses. Danny and Lance review a Barron's article depicting a dilemma of wanting to retire early on limited savings, and live to 98. Hilarity ensues. SEG-1: Juneteenth & Fed Day SEG-2a: Fed Meeting Preview & Market Sentiment SEG-2b: The BIg, Beautiful Bill - Pt.1 SEG-3: The Big, Beautiful Bill - Pt.2 SEG-4: Can You Afford to Retire? RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=MEf6M7XXCqQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mention in this show: "The Bull Rally Continues" https://realinvestmentadvice.com/resources/blog/the-bull-rally-continues/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Why Oil Prices Are On the Rise," is here:  https://www.youtube.com/watch?v=4O6HNmfPPb4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What's the Difference Between Fixed Income and "Stable" Income?" https://www.youtube.com/watch?v=jV5Oepv5zPM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #OilPrices #CrudeOil #Inflation #SupplyDemand #FedDay #FederalReserve #FedRateDecision #FOMC #InterestRateCut #JeromePowell #FinanceNews #IranIsraelConflict #MarketRally #GeopoliticalRisk #FixedIncome #StableIncome #RetirementPlanning #IncomeInvesting #FinancialEducation #MarketVolatility #BigBeautifulBill #DeptAgriculture #ParksWildlife #SNAP  #InvestingAdvice #Money #Investing

When you think about European credit investing, most people assume it's only for the big shops with billions under management. Agata Dornan, Founder & CIO of Chepstow Lane, is here to challenge that, and she's doing it with smarts, grit, and real talk about what it really takes to succeed.Agata's path to launching her own boutique wasn't a straight line. As a first-generation American who started out on the pre-med track at Middlebury, she discovered her passion for finance by accident (thanks to one random economics class) and never looked back. In this Episode, Agata sits down with Stacy to discuss: How a single economics class flipped the script on her entire careerWhy her liberal arts background is a secret weapon (and how it helped her land Chepstow Lane's first big allocation)Lessons from her time at Soros (including what it was like working on Wall Street after 9/11)The hard truths every boutique founder needs to know about building a team and finding the right investorsHow Chepstow Lane is winning by focusing on the white spaces most firms overlookWhat she's seeing in European credit today and why it might be time to pay attention About Agata Dornan:Agata led Soros Fund Management's European credit investments from 2012 to 2020, managing corporate credit and financials, and became a partner and portfolio manager in 2016. Before that, she was a distressed research analyst at BlueMountain Capital in London, and she started her buy-side career at Soros in 2005 on the Distressed team, which later spun out to form Camulos Capital. She moved to London with them in 2006.She began her career at Deutsche Bank in NYC as an investment banking analyst in Energy and Chemicals. Agata has been investing in the US since 2005 and in Europe since 2006, with deep experience in restructurings across sectors and credit cycles.Agata graduated from Middlebury College in 2002 with a degree in International Politics and Economics, was awarded a Fulbright Scholarship, and completed programs at LSE and Tuck Business School. She lives in London with her husband and two children and is a dual US and Polish nationalWant More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Welcome to The Prompt, a short-format minisode of How I Met Your Data, where hosts Junaid, Karen, and Anjali delve into the evolving landscape of data and AI. In this lively discussion, they explore the pivotal question of whether the Chief Data Officer (CDO) or Chief Data & AI Officer (CDAO) should report directly to a CEO, a CIO, or another C-level executive. Each host shares sharp insights based on their professional experience, addressing the challenges facing CDOs, such as their typically short tenures and the essential components required for their success. Throughout the episode, the trio touches on the significance of building a data-driven culture, assessing whether data should be seen as a cost center or a valuable asset, and the complexities of integrating data literacy within corporate strategy. They also tackle the important consideration of hiring CDOs from within the organization versus bringing in external change agents, weighing the benefits and drawbacks of each approach. Join them in this engaging conversation that challenges conventional wisdom and highlights the critical role data plays in defining today's business landscape.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who is running the long race — in investing and in running.We sit down with prolific long distance runner, Blue Owl Capital's Ivan Zinn, who has been a pioneer in alternative credit and asset-based finance.Ivan has had a long career in private credit. He started at DLJ before joining Leonard Green & Partners and Highbridge Capital. He then joined HBK before founding pioneering private credit firm Atalaya Capital Management, where he was also the CIO. Ivan and team grew Atalaya to over $10B in AUM from 2006 to 2024 before being acquired by Blue Owl Capital for $450M (and $800M with earnouts).As part of the transaction, Ivan became Managing Director at Blue Owl and is the Head of Alternative Credit, where the firm is now expanding its footprint due to Atalaya's expertise. Ivan is as prolific outside of the office as he is in it — he is a long distance runner, running 100 mile races, and was a NCAA All-American tennis player, which comes as no surprise given the discipline, focus and expertise required to excel at the activities he's done throughout his career in work and sport. He's also a Board member of the USTA Foundation.Ivan and I had a fascinating conversation about the evolution of private credit and the growth of asset-based finance. We discussed:How and why ABF has grown within the private credit ecosystem.ABF's market structure and a “trip down main street.”The potential size of the ABF market.Why moving assets off bank balance sheets can help the financial system.Why private credit is a data rich asset.Where ABF fits in a portfolio.Why consumer credit is potentially misunderstood within private credit.Thanks Ivan for coming on the show to share your wisdom and expertise on private credit and ABF. Good luck to anyone keeping up with you on a long run though!You can also see a recent Q&A with Ivan about private credit and ABF on AGM here.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus01:57 Introducing Ivan Zinn03:49 Parallels Between Running and Business05:32 Early Days of Private Credit06:52 Post-GFC Changes in Private Credit07:31 Evolution of Atalaya's Business Model08:21 Growth of Asset-Based Finance09:38 FinTech's Role in Private Credit11:09 Importance of Stable Capital Sources21:09 Concentration Risks in Private Credit22:27 Defining Asset-Based Finance (ABF)22:53 Different Flavors of ABF27:43 Investor Exposure and Risk in Private Credit29:46 Direct Lending vs. Public Credit36:02 Consumer Credit and Perceived Risks37:36 Debunking the Cyclical Perception of Credit Risk38:22 The Utility of Credit Cards During Financial Crises38:44 The Resilience of ABS and Diversified Portfolios39:07 The Role of Data Science in Credit Analysis39:32 Surviving the GFC: A Benchmark for Credit Pools39:53 Diversification in ABF and Private Credit40:48 Selective Approach to Consumer Credit41:36 The Importance of Manager Selection in Credit Investing42:11 Private Market Transactions and Large Announcements42:40 The Journey from Atalaya to Blue Owl43:25 Challenges in Institutional Fundraising and Capital Formation44:20 The Need for Diverse Capital Sources45:43 Integration and Cultural Fit with Blue Owl46:16 The Role of Data Science and Innovation in Credit50:22 The Wealth Channel and Private Credit50:50 Private Credit as a Fixed Income Replacement52:34 Transparency and Market Structure in Private Credit55:55 Educating Investors on Private Credit57:48 The Evolution and Adoption of ABF01:00:15 The Growth of Private Credit Market01:01:28 Challenges and Opportunities in Private Credit01:03:45 The Importance of Scale in Credit Investing01:04:28 Vertical Integration in Financing01:05:26 Relentless Forward Progress in Credit Investing01:06:31 Memorable Investments and Risk-Reward Balance Editing and post-production work for this episode was provided by The Podcast Consultant.

What is the investment proposition of ‘real assets'? John Tanyeri, Head of Guggenheim Investments' Real Assets Group, and Matt Lindland, Head of Structured Products, join Macro Markets to review the spectrum of investments in the asset class—like infrastructure, commercial real estate, and securitized cash flows from hard assets—and their place in a diversified portfolio. They also discuss how trends like digitalization, decarbonization, deglobalization, and demographic shifts should help drive returns going forward. Related Insights:Notes on Treasury Market Activity Update on our macro and market outlook following recent rate volatility. Read NowAttractive Opportunities in Credit Despite Fiscal Policy volatility Anne Walsh, CIO of Guggenheim Partners Investment Management, talks to Bloomberg TV at the Milken Institute Global Conference about trade, tariffs, taxes, and the future direction of monetary policy. Watch Now Macro Markets Podcast Episode 69: Investing for Insurance Companies: Prepare for the Worst and Expect the Best Jamie Crapanzano of our insurance portfolio management team and Ann Bryant of our insurance strategy team join Macro Markets to discuss issues and trends in fixed-income markets—those that apply to all investors as ell as those that are specific to the industry. Listen to Macro MarketsInvesting involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as

O mercado ainda respira os impactos dos anúncios do Ministério da Fazenda. Após recuar em parte do decreto que aumentou as alíquotas do IOF, a posterior medida provisória 1.303/25 determinou a incidência de Imposto de Renda em 5% para emissões de títulos até então considerados isentos, como a Letra de Crédito Agrícola (LCA), a Letra de Crédito Imobiliário (LCI), Certificado de Recebível Imobiliário (CRI), Certificado de Recebível do Agronegócio (CRA) e debêntures incentivadas.E diante de um cenário cada vez mais desafiador, o episódio 162 do Outliers InfoMoney traz gigantes do crédito privado para entender novas maneiras de aproveitar as oportunidades. Em mais um episódio da série que explora o cenário macroeconômico, Clara Sodré e Fabiano Cintra recebem Fayga Delbem, gestora de crédito da Itaú Asset e Ana Rodela, CIO da Bradesco Asset. No bate-papo, as executivas ainda discutem sobre a perspectiva do Brasil em relação a outros países e a expectativa para a reunião do COPOM, cujos resultados serão divulgados na próxima quarta (18) e podem alterar a trajetória da taxa de juros, a Selic.

Hyperliquid is one of the most talked-about platforms in crypto right now. It's an onchain perpetuals exchange that sidestepped VCs, built a deeply loyal user base, and launched with transparency most rivals avoid. But it's also staring down some massive challenges—from incoming competitors like Coinbase and Robinhood, to the technical hurdles of decentralizing its core exchange engine. Arthur Hayes, CIO of Maelstrom and one of crypto's most iconic traders, and Hanson Birringer of Flowdesk discuss: What actually drove Hyperliquid's success How a user-first approach is outpacing venture-backed models Whether the James Wynn saga was legit Why the HIP-3 proposal could be the “holy grail” for DEXes And whether Hyperliquid can survive its next big test: the entrance of giants Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Xapo Bank Bitwise Guests: Arthur Hayes, CIO of Maelstrom Hanson Birringer, Head of US Sales at Flowdesk Links Stats: CoinGlass: Total BTC Futures Open Interest Hyperliquid Stats James Wynn Unchained: Hyperliquid Trader Makes $87M in 70 Days, Loses It In Five James Wynn's address  Transparency Hyperliquid's founder's post on X saying that he felt like transparency results in better execution for whales compared to on private venues. Hyperliquid vs Binance: Unchained: Hyperliquid Saved Itself a $15 Million Loss, but Sparked Criticism Arthur Hayes' tweet on whether $HYPE perp volumes will flip Binance's this cycle. CZ's tweet on dark pool DEXs Cointelegraph: Binance co-founder CZ proposes dark pool DEXs to tackle manipulation Tokenomics: DL News: Hyperliquid's token buyback machine just hit $1b — is it sustainable? HIP-3: Hyperliquid Docs: HIP-3: Builder-Deployed Perpetuals Timestamps:

IT teams deal with technology lifecycle issues all the time–including Y2K, which enterprises across the world grappled with for years. The Epochalypse, or Year 2038 Problem, is similar. Specifically, some Linux systems' date-time counters will go from positive to negative at a specific date in 2038, potentially wreaking havoc on embedded systems and any other... Read more »

Stocks fall in afternoon trading as investors weigh intensifying Middle East risks, a looming budget showdown, and this week's Fed decision. Scott Wren of Wells Fargo says don't overreact to geopolitical headlines. Olaolu Aganga of Mercer offers the global CIO view on allocation right now. Market impact from DC from Pangaea Policy founder Terry Haines. Plus: MP Materials CEO Jim Litinsky joins exclusively to discuss why rare earths are national security assets, his company's stock surge and the supply chain.

What's the difference between fixed income and "stable" income? Lance Roberts & Jonathan Penn break down the key differences between Dividend Stocks vs fixed income investments like bonds and annuities, and other strategies often labeled as stable income; how each performs in various market environments, the risks you may not see, and what every retiree or income-focused investor should consider. Lance and Jon also address the #1 Thing that homeowners regret about their houses, and a special "Two Dad's on Money" episode about whether your college grad kid should move back in with Mom & Dad. SEG-1: Retail Sales Preview, Where Market Risk Remains SEG-2: Are Dividend Stocks "Stable" or Fixed? SEG-3a: How to Calculate (and understand) Dividend Risk SEG-3b: Homeowners' #1 Remorse SEG-4: Two Dad's on Money - Should Your College Grad Move Back Home? RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=jV5Oepv5zPM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mention in this show: "The Bull Rally Continues" https://realinvestmentadvice.com/resources/blog/the-bull-rally-continues/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Where Downside Risk Remains," is here: https://www.youtube.com/watch?v=cIyoblbtIdg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How the Iran-Israel Conflict Could Shock Global Markets," https://www.youtube.com/watch?v=J3v0Xj2_iJ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PensionFund #DownsideRisk #BullishMarkets #USDollar #IranIsraelConflict #MarketRally #GeopoliticalRisk #FixedIncome #StableIncome #RetirementPlanning #IncomeInvesting #FinancialEducation #MarketVolatility #IranIsraelConflict #TwoDadsOnMoney #CollegeGrads #InvestingAdvice #Money #Investing

What's the difference between fixed income and "stable" income?  Lance Roberts & Jonathan Penn break down the key differences between Dividend Stocks vs fixed income investments like bonds and annuities, and other strategies often labeled as stable income; how each performs in various market environments, the risks you may not see, and what every retiree or income-focused investor should consider. Lance and Jon also address the #1 Thing that homeowners regret about their houses, and a special "Two Dad's on Money" episode about whether your college grad kid should move back in with Mom & Dad. SEG-1: Retail Sales Preview, Where Market Risk Remains SEG-2: Are Dividend Stocks "Stable" or Fixed? SEG-3a: How to Calculate (and understand) Dividend Risk SEG-3b: Homeowners' #1 Remorse SEG-4: Two Dad's on Money - Should Your College Grad Move Back Home? RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=jV5Oepv5zPM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mention in this show: "The Bull Rally Continues" https://realinvestmentadvice.com/resources/blog/the-bull-rally-continues/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Where Downside Risk Remains," is here:  https://www.youtube.com/watch?v=cIyoblbtIdg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "How the Iran-Israel Conflict Could Shock Global Markets," https://www.youtube.com/watch?v=J3v0Xj2_iJ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PensionFund #DownsideRisk #BullishMarkets #USDollar #IranIsraelConflict #MarketRally #GeopoliticalRisk #FixedIncome #StableIncome #RetirementPlanning #IncomeInvesting #FinancialEducation #MarketVolatility #IranIsraelConflict #TwoDadsOnMoney #CollegeGrads #InvestingAdvice #Money #Investing

While market sentiment on U.S. large caps turns cautious, our Chief CIO and U.S. Equity Strategist Mike Wilson explains why there's still room to stay constructive.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast, I'll be discussing why we remain more constructive than the consensus on large cap U.S. equities – and which sectors in particular. It's Monday, June 16th at 9:30am in New York. So, let's get after it. We remain more constructive on U.S. equities than the consensus mainly because key gauges we follow are pointing to a stronger earnings backdrop than others expect over the next 12 months. First, our main earnings model is showing high-single-digit Earnings Per Share growth over the next year. Second, earnings revision breadth is inflecting sharply higher from -25 percent in mid-April to -9 percent today. Third, we have a secondary Earnings Leading model that takes into account the cost side of the equation; and that one is forecasting mid-teens Earnings Per Share growth by the first half of 2026. More specifically, it's pointing to higher profitability due to cost efficiencies. Interestingly, this was something we heard frequently last week at the Morgan Stanley Financials Conference with many companies highlighting the adoption of Artificial Intelligence to help streamline operations. Finally, the most underappreciated tailwind for S&P 500 earnings remains the weaker dollar which is down 11 percent from the January highs. As a reminder, our currency strategists expect another 7 percent downside over the next 12 months. The combination of a stronger level of earnings revisions breadth and a robust rate of change on earnings revisions breadth since growth expectations troughed in mid-April is a powerful tailwind for many large cap stocks, with the strongest impact in the Capital Goods and Software industries. These industries have compelling structural growth drivers. For Capital Goods, it's tied to a renewed focus on global infrastructure spending. The rate of change on capacity utilization is in positive territory for the first time in two and a half years and aggregate commercial and industrial loans are growing again, reaching the highest level since 2020. The combination of structural tech diffusion and a global infrastructure focus in many countries is leading to a more capital intensive backdrop. Bonus depreciation in the U.S. should be another tailwind here – as it incentivizes a pickup in equipment investment, benefitting Capital Goods companies most directly. Meanwhile, Software is in a strong position to drive free cash flow via GenAI solutions from both a revenue and cost standpoint. Another sector we favor is large cap financials which could start to see meaningful benefits of de-regulation in the second half of the year. The main risk to our more constructive view remains long term interest rates. While Wednesday's below consensus consumer price report was helpful in terms of keeping yields contained, we find it interesting that rates did not fall on Friday with the rise in geopolitical tensions. As a result, the 10-year yield remains in close distance of our key 4.5 percent level, above which rate sensitivity should increase for stocks. On the positive side, interest rate volatility is well off its highs in April and closer to multi-year lows. Our long-standing Consumer Discretionary Goods underweight is based on tariff-related headwinds, weaker pricing power and a late cycle backdrop, which typically means underperformance of this sector. Staying underweight the group also provides a natural hedge should oil prices rise further amid rising tensions in the Middle East. We also continue to underweight small caps which are hurt the most from higher oil prices and sticky interest rates. These companies also suffer from a weaker dollar via higher costs and a limited currency translation benefit on the revenue side given their mostly domestic operations. Finally, the concern that comes up most frequently in our client discussions is high valuations. Our more sanguine view here is based on the fact that the rate of change on valuation is more important than the level. In our mid-year outlook, we showed that when Earnings Per Share growth is above the historical median of 7 percent, and the Fed Funds Rate is down on a year-over-year basis, the S&P 500's market multiple is up 90 percent of the time, regardless of the starting point. In fact, when these conditions are met, the S&P's forward P/E ratio has risen by 9 percent on average. Therefore, our forecast for the market multiple to stay near current levels of 21.5x could be viewed as conservative. Should history repeat and valuations rise 10 percent, our bull case for the S&P 500 over the next year becomes very achievable. Thanks for tuning in; I hope you found this episode informative and useful. Let us know what you think by leaving us a review; and if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

The new administration has released several new directives to guide agencies' approach to AI since the beginning of the year. The tech is reshaping the U.S. Coast Guard's core services and pushing its workforce to rethink the service's approach to operations. The Coast Guard has been on a journey to upskill its workforce to better utilize the technology in daily operations. Brian Campo, the service's deputy CIO, discusses the latest AI developments and how the Coast Guard is driving innovation, pointing to the example of the service's Ask Hamilton chatbot, which helps Coast Guard's workforce answer frequently asked questions and find key instructions in their workflows. As an agency with ties to DHS and DOD, the Coast Guard is uniquely positioned to leverage resources and connections between both agencies to drive innovation in monitoring the nation's coastlines and naval boundaries.

Rupal Bhansali has had many CIO roles and has some issues with the current markets

For the 97th episode of the CIO podcast hosted by Healthcare IT Today, we are joined by Faisal Hussain, MD, MHIIM, RHIA, CCDS, CDIP, CCS, Executive Director, CDI at Wellstar Health System, to talk about Clinical Documentation Improvement (CDI)! We kick this episode off as Hussain details the aspects that many CIOs and healthcare leaders […]

Nick Baltas is back with Niels for a conversation that sits at the intersection of technology, uncertainty, and discipline. As AI-generated data floods the system and market reversals grow sharper, the challenge isn't just strategy design — it's deciding what still counts as signal. They explore how systematic managers are rethinking volatility targets, why certain constraints persist in institutional portfolios, and what recent underperformance may actually be revealing. This episode is less about solutions than about orientation: how to stay aligned when the tools evolve faster than the terrain, and when conviction must coexist with doubt.-----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 Nick on Twitter.Episode TimeStamps:00:01 - Introduction to Systematic Investing02:11 - The Impact of AI and Machine Learning on Data Analysis07:05 - The Impact of AI on Education and Examination Policies12:06 - Transitioning Perspectives on Democracy and Markets21:49 - Dynamic Volatility Targeting in Portfolio Management24:24 - Exploring Volatility and Leverage29:50 - Understanding Investor Behavior and Market Dynamics36:29 - Exploring Investment Constraints and Strategies45:04 - Rethinking Investment Constraints49:36 - Strategic Allocations and Market Timing56:11 - Market Dynamics and Trend Following01:00:09 - The Evolution of Systematic InvestingCopyright © 2024 – CMC AG – All Rights...

durée : 00:31:55 - Les Nuits de France Culture - par : Albane Penaranda - Les Jeux Olympiques peuvent-ils rester hermétiques aux questions politiques ? En 2008, ce documentaire du "Cœur des Jeux" raconte comment la politique a régulièrement occupé l'enceinte olympique, sans jamais attendre l'avis du CIO pour s'inviter aux Jeux. - réalisation : Emily Vallat - invités : Patrick Clastres Professeur d'histoire du sport à l'Université de Lausanne au sein de la Faculté des sciences sociales et politiques (ISSUL); Benoît Heimermann Grand reporter à L'Equipe Magazine; Laura Flessel Escrimeuse française; Monique Berlioux; Yohann Diniz Athlète, champion du monde de marche à pied à Londres en 2017

Step into the world of agentic AI with Munish Gandhi, Co-founder & CEO of Statisfy, as he joins host Deepak Sharma to explore how AI teammates are reshaping customer success in the enterprise. From repetitive tasks to multi-agent orchestration, discover how Statisfy is transforming B2B customer engagement, making human teams more productive and unlocking repeatable customer health.Munish shares his journey from SaaS leadership to AI innovation, highlighting how large language models are revolutionizing the role of customer success managers. Learn how Statisfy is embedding AI invisibly into daily workflows, elevating human potential and enabling new levels of organizational velocity. A must-listen for anyone building tech-enabled teams and navigating the future of work in the AI-powered enterprise.

Link to episode page This week's Cyber Security Headlines – Week in Review is hosted by Rich Stroffolino with guest Christina Shannon, CIO, KIK Consumer Products Thanks to our show sponsor, Vanta Is your manual GRC program slowing you down? There's something more efficient than spreadsheets, screenshots, and manual processes — Vanta. With Vanta, GRC can be so. much. easier—while also strengthening your security posture and driving revenue for your business. Vanta automates key areas of your GRC program—including compliance, risk, and customer trust—and streamlines the way you manage information. The impact is real: A recent IDC analysis found that compliance teams using Vanta are one hundred and twenty nine percent more productive. Get back time to focus on strengthening security and scaling your business. Get started at Vanta.com/headlines. All links and the video of this episode can be found on CISO Series.com

May CPI surprised with a "cooler" print on inflation, begging the question of what the Fed will do next. Lance Roberts & Michael Lebowitz break down the CPI report, reveal what's driving the slowdown in some consumer prices, and explore what it means for interest rates, your portfolio, and the broader economy. Who's going to end up "eating" the tariff-related increases? A clue may appear in the PPI reading. April saw a massiv surge in stock buy backs; that window will soon close. Lance and MIchael discuss the initial effects of tariffs on the economy; consumer choice is a factor that should not be ignored. For investors, the key is focusing on what really matters (earnings) vs the popular narratives de jour. Markets have all the information, but investors sometimes allow sentiment to take control. SEG-1: CPI & PPI - Who's Eating the Tariffs? SEG-2: Parsing CPI: What Did Tariffs Really Affect? SEG-3: Why All That Matters is Earnings SEG-4: How to Manage Risk Best RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=3F4zKT325bo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "No Love for Puts," is here: https://www.youtube.com/watch?v=imI9OvQa8ac&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "CPI Day - Will Inflation Hold Steady?" https://www.youtube.com/watch?v=2SOCvadsj58&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=1s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InflationCools #InflationUpdate #ConsumerPriceIndex #MarketPullback #StockBuyBacks #Puts #TakeProfits #ReduceRisk #SlowingEconomy #MayCPI #InflationWatch #CPI2025 #MarketRally #SmallCapStocks #Russell2000 #TakeProfits #ReduceRisk #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #InvestingAdvice #Money #Investing

Welcome to a special episode of Jamf After Dark showcasing a recent discussion recorded by IDC India.  Discover how Jamf is revolutionising Apple enterprise IT in India in this exclusive conversation.  Featuring insights from Liz Benz - Chief Sales Officer, Jamf, Ben Oxnam - Senior VP and GM, EMEIA, Jamf, and Chiranjeev TK - Country Head, Jamf India, this dialogue explores the evolving landscape of enterprise device management, security, and Apple adoption across Indian businesses. Learn how Jamf is enabling organizations to: Seamlessly manage Apple devices at scale Strengthen endpoint security with Zero Trust principles Empower IT teams for a modern, mobile-first workforce Navigate the unique challenges and opportunities in the Indian enterprise ecosystem Whether you're a CIO, IT leader, or enterprise strategist, this session offers valuable perspectives on how Jamf and Apple are shaping the future of secure, scalable IT in India

Deepak Gurnani is the Founder and Managing Partner of Versor Investments. He is the former CIO of Investcorp's Hedge Fund Group and was one of its founding members in 1996. Deepak was also a member of its Management Committee. He retired from Investcorp in March 2013. Prior to Investcorp, Deepak spent six years with Citicorp. In this podcast we discuss everyone talking about data being important gets it wrong, five steps of applying AI/machine learning in investment management, conventional vs. alternative and unstructured data, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

A Bolsa está barata? Ou só parece?As utilities subiram 40% e o Ibovespa não mostra a real foto da Bolsa. Fundos de valor perderam espaço. Os fundos de momentum amplificaram os movimentos. O FOMO tomou conta da indústria. E ainda tem a eleição — que pode definir se a trajetória da dívida vai fechar ou explodir.É, num cenário desses, confiar só em narrativa pode custar caro.Por isso, o Stock Pickers convidou Gustavo Constantino, sócio e CIO da Távola Capital, uma das gestoras mais técnicas e criteriosas do mercado. Com a gente, ele discutiu se ainda faz sentido falar que a bolsa está barata, como a Távola tenta precificar o risco político no valuation dos ativos, e quais são hoje suas principais convicções.Uma aula sobre disciplina de valuation, análise de risco e como fugir da histeria coletiva do mercado.Aperta o play, porque esse episódio é pra quem realmente quer entender o jogo.________________PLANILHA AGENDA DE DIVIDENDOSAcompanhe datas de pagamento, data com e data ex com uma planilha gratuita e sempre atualizada: https://www.infomoney.com.br/conteudos/planilhas/agenda-de-dividendos/?utm_source=youtube&utm_medium=canal-infomoney&utm_campaign=adi &utm_term=hiperlink&utm_content=descricao________________Cadastre-se e receba InfoMoney Premium, uma seleção única do melhor conteúdo produzido pelo maior ecossistema de informação financeira do Brasil: https://lps.infomoney.com.br/infomoney-premium-inscricao/?utm_source=youtube&utm_medium=canal-infomoney&utm_campaign=imp&utm_term=hiperlink&utm_content=descricao

May CPI surprised with a "cooler" print on inflation, begging the question of what the Fed will do next. Lance Roberts & Michael Lebowitz break down the CPI report, reveal what's driving the slowdown in some consumer prices, and explore what it means for interest rates, your portfolio, and the broader economy.  Who's going to end up "eating" the tariff-related increases? A clue may appear in the PPI reading. April saw a massiv surge in stock buy backs; that window will soon close. Lance and MIchael discuss the initial effects of tariffs on the economy; consumer choice is a factor that should not be ignored. For investors, the key is focusing on what really matters (earnings) vs the popular narratives de jour. Markets have all the information, but investors sometimes allow sentiment to take control. SEG-1: CPI & PPI - Who's Eating the Tariffs? SEG-2: Parsing CPI: What Did Tariffs Really Affect? SEG-3: Why All That Matters is Earnings SEG-4: How to Manage Risk Best RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=3F4zKT325bo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "No Love for Puts," is here:  https://www.youtube.com/watch?v=imI9OvQa8ac&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "CPI Day - Will Inflation Hold Steady?" https://www.youtube.com/watch?v=2SOCvadsj58&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=1s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InflationCools #InflationUpdate #ConsumerPriceIndex #MarketPullback #StockBuyBacks #Puts #TakeProfits #ReduceRisk #SlowingEconomy #MayCPI #InflationWatch #CPI2025 #MarketRally #SmallCapStocks #Russell2000 #TakeProfits #ReduceRisk #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #InvestingAdvice #Money #Investing

De beleggersdag van chipmachinemaker Besi veranderde in een fandag. De directie pakte de aandeelhouders compleet in met hun beloftes voor de komende tijd. De omzet, zo denken ze bij Besi, gaat veel hoger uitvallen. En de marges? Die stijgen óók harder.Deze aflevering kijken we of dat enthousiasme terecht is. Ook hoe het nu zit met die overnamefantasie. Als dat sprookje toch niet uitkomt, kan Besi dan op eigen kracht beleggers betoveren?Bij Ebusco is het geen sprookje. Dat aandeel is een horrorfilm voor aandeelhouders. Het stond op een rand van faillissement, maar werd op het nippertje gered. Het lijkt nu weer helemaal mis te gaan, want de ceo stapt per direct op én de aandeelhoudersvergadering is uitgesteld. De accountant wil de jaarcijfers niet goedkeuren... Door naar president Trump. Of moeten we zeggen: postbode Trump? Hij gaat namelijk zijn tarievenoorlog voorzetten per brief. Hij geeft toe dat hij niet met alle landen kan onderhandelen en gaat ze nu (per brief) een voorstel doen. Tekenen bij het kruisje.Ook hoor je meer over sloerie BP. Iedereen zou er wel op willen duiken. Alle namen zijn voorbij gekomen, maar er is nu wéér iemand die het bedrijf wel ziet zitten. Dat bespreken we en dan hebben we het ook over Boeing. Een crash in India heeft gigantische gevolgen voor het bedrijf. Voor de beurwaarde om precies te zijn.See omnystudio.com/listener for privacy information.

Back on the Cboe floor, Cem Karsan sits down with Benn Eifert to trace the fault lines shaping today's volatility regime. They dig into why market structure, not just macro, is driving outcomes... from the reflexive cycles of implied vol to the growing influence of structured product flows and zero-day options. With correlations breaking down and dispersion rising, Benn makes the case that path matters more than magnitude. It's a conversation about what happens when liquidity fragments, when the Fed can't step in, and when legacy playbooks stop working. Quietly technical, deeply contextual, this one rewards a careful listen.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 00:11 - Introduction... setting the stage03:01 - Understanding Options and Market Dynamics09:47 - Market Dynamics and the Role of Administration11:41 - Market Volatility and Structural Changes in Trading19:00 - The Impact of Structural Changes on Market Volume26:13 - Understanding Market Dynamics and Asset Allocation30:23 - The Impact of Interest Rates on Investment Strategies34:21 - Understanding Zero DTE Options and Their Market Impact39:50 - Economic Outlook: Tariffs and Interest RatesCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I...

Earlier this year, I spoke with Dennis Woodside, CEO of Freshworks, about why speed and ROI matter more than ever in AI adoption. Today, we continue that conversation—this time from the IT frontline. In this episode, I'm joined by Ashwin Ballal, CIO of Freshworks and a 30-year tech industry veteran with a track record of driving transformation across global enterprises. From his days leading intelligence and data strategy at KLA to his role as CIO at Medallia, Ashwin knows what it takes to modernize without overcomplicating. We explore: The real impact AI is having inside IT teams and where the hype still outweighs reality Why simplifying IT environments is becoming a strategic priority for CIOs How AI is being used to augment, not replace, human capability The pressure to deliver measurable outcomes with fewer resources—and what leaders are doing about it Ashwin also shares a candid view on upskilling, internal adoption, and how CIOs can keep innovation moving forward while managing complexity and cost. This conversation is released in time for Freshworks' ‘Refresh' event and ties into broader industry trends around operational efficiency, human-centered AI, and IT's changing role in business strategy. If you're a CIO, tech leader, or just trying to cut through the noise around AI in the enterprise, this one's worth your time.

Brandon Hatton is the President and Chief Investment Officer of Conscious Wealth, a values-driven wealth management firm dedicated to helping clients achieve financial well-being while fostering meaningful family connections, personal health, and perspective. He brings a diverse background in international education and finance, having begun his career at Merrill Lynch Wealth Management before continuing at Raymond James. Brandon is also the author of Conscious Wealth: Money, Investing, and a Financial Awakening for the Person Who Has It All and holds certifications as a Chartered Advisor in Philanthropy® and a Chartered Retirement Planning Counselor®. In this episode… Financial success doesn't always equal fulfillment. Many high-achievers accumulate wealth only to find themselves feeling disconnected, stressed, and unsure of how to preserve both their assets and their family's values. What does it really take to create a life of abundance, meaning, and legacy? Brandon Hatton shares the powerful journey that led him from international classrooms to Wall Street boardrooms — and eventually to founding Conscious Wealth. Through personal upheaval and a reawakening of purpose, Brandon has built a new framework for wealth that integrates health, connection, mindset, and finances. He unpacks how families can communicate more effectively about money, how to transition wealth between generations, and why traditional financial planning misses key emotional and relational dynamics. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Brandon Hatton, President and CIO of Conscious Wealth, about redefining what it means to be truly wealthy. Brandon discusses his global experiences, his four-pillar philosophy, and how wealthy families can foster connection, resilience, and long-term meaning. This conversation provides an enlightening perspective for anyone looking to reimagine the purpose and impact of their financial resources.

Today is CPI Day, and all eyes are on the Consumer Price Index report for May. What will today's CPI data mean for the Federal Reserve's interest rate path and future market volatility? Lance Roberts & Danny Ratliff examine the implications for stocks, bonds, and consumer sentiment. Lance questions the data the government is providing, and examines the Small Caps' performance of late. What will be the impact of tariffs on CPI? Why now is a "normal" interest rate environment. Nobody cares about economic date revisions. Danny tackles the question of whether you should disclaim a $5-Million inheritance; hilarity ensues with an anecdote about Lance's son's request for money. No. Impossible Meat goes "Flexitarian;" more hilarity ensues. Danny & Lance discuss the sticky wicket of stock and land inheritances; CPI preview: No expectation of a hot print. SEG-1: What Difference Does a One-Tenth Percent Inflation Make? SEG-2: Inflation Expectations vs Real Life SEG-3: Should You Disclaim an Inheritance? SEG-4a: Beyond Meat & Flexitarian's SEG-4b: Land Inheritances & Liquidity Issues SEG-4c: CPI Preview RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=2SOCvadsj58&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=1s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "Small Caps on a Tear...but," is here: https://www.youtube.com/watch?v=IaVrimYakns&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Private Equity is Coming for Your Money," https://www.youtube.com/watch?v=z5pY32IgCBY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=152s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MayCPI #InflationWatch #CPI2025 #MarketRally #SmallCapStocks #Russell2000 #TakeProfits #ReduceRisk #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #InvestingAdvice #Money #Investing

Today is CPI Day, and all eyes are on the Consumer Price Index report for May.  What will today's CPI data mean for the Federal Reserve's interest rate path and future market volatility? Lance Roberts & Danny Ratliff examine the implications for stocks, bonds, and consumer sentiment. Lance questions the data the government is providing, and examines the Small Caps' performance of late. What will be the impact of tariffs on CPI? Why now is a "normal" interest rate environment. Nobdy cares about economic date revisions. Danny tackles the question of whether you should disclaim a $5-Million inheritance; hilarity ensues with an anecdote about Lance's son's request for money. No. Impossible Meat goes "Flexitarian;" more hilarity ensues. Danny & Lance discuss the sticky wicket of stock and land inheritances; CPI preview: No expectation of a hot print. SEG-1: What Difference Does a One-Tenth Percent Inflation Make? SEG-2: Inflation Expectations vs Real Life SEG-3: Should You Disclaim an Inheritance? SEG-4a: Beyond Meat & Flexitarian's SEG-4b: Land Inheritances & Liquidity Issues SEG-4c: CPI Preview RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=2SOCvadsj58&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=1s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "Small Caps on a Tear...but," is here:  https://www.youtube.com/watch?v=IaVrimYakns&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Private Equity is Coming for Your Money," https://www.youtube.com/watch?v=z5pY32IgCBY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=152s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MayCPI #InflationWatch #CPI2025 #MarketRally #SmallCapStocks #Russell2000 #TakeProfits #ReduceRisk #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #InvestingAdvice #Money #Investing

Joe Quinlan, head of CIO market strategy for Merrill and Bank of America Private Bank, says the market "got wrong-footed coming into January," expecting a pro-business administration but stumbling instead due to the tariffs, but he says that as the economy starts to get to the other side and have some clarity, he still sees the Standard & Poor's 500 hitting the same goals his team set for it at the beginning of the year at 6,600. While he would like to see the market make and hold new highs to prove that the rebound from April lows can hold, he says that there will not be a recession this year or next without some man-made event like the Federal Reserve making a mistake by moving rates too much or too soon. While Quinlan is confident that there won't be a recession, most Americans disagree; Emily Fanous discusses a survey done for Howdy.com which showed that more than half of Americans think a recession is in the offing — within the next year — and that many are starting to change financial habits to prepare for that downturn now. Plus, veteran international fund manager Bernie Horn of Polaris Global Value talks stocks in the Market Call.

MultiCare Health System's technology leader reflects on leadership, burnout, and the hidden forces that drive organizational decay. In an era where technology drives healthcare delivery, leaders like Bradd Busick, SVP and CIO at MultiCare Health System, are increasingly focused on less visible forces: organizational entropy, emotional debt, and the fragility of trust within complex IT […] Source: CIO Bradd Busick on Managing Entropy, Trust, and Culture in Health IT  on healthsystemcio.com - healthsystemCIO.com is the sole online-only publication dedicated to exclusively and comprehensively serving the information needs of healthcare CIOs.

Send us a textIn this raw and real episode of Salesforce Hiring Edge, we sit down with David Kestenberg — former CIO, startup founder, and transformation leader — to talk about something no one is saying out loud in tech hiring: vulnerability is a weapon.From building authentic teams to calling BS on fake personas in interviews, David, Josh Matthews, and Josh LeQuire break down how to create a culture where people are safe to be real — and why that leads to better hires, better retention, and better outcomes.You'll learn:Why saying "I don't know" might be your biggest strengthHow to use vulnerability to create high-performance teamsThe silent cost of inauthentic hiresHow diversity, culture, and transparency create hiring edge in Salesforce orgsHow to screen for realness, not resumes

Lance Roberts & Jonathan Penn uncover how private equity investments are no longer just for the ultra-wealthy...but is that the best plan? With Wall Street's latest push, retail investors are now being targeted as the next frontier for capital. From alternative investments in 2025 to the growing trend of private equity entering 401(k) plans, we break down what you need to know about the risks of private equity, the lack of transparency compared to public markets, and what this shift could mean for retail investors. Don't miss this deep dive into why Wall Street is coming after your retirement savings—and what you can do about it. SEG-1: Industrials Lead the Way SEG-2: The Private Equity Story - Why Am I So Lucky? SEG-3: The Private Equity Story - The Democratization of Private Equity SEG-4: The Private Equity Story - Everyone's Looking for an Edge RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=z5pY32IgCBY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=152s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "Preparing for a Pullback," is here: https://www.youtube.com/watch?v=uoKv2jBDwNs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Buy the Dip--Technically Speaking," https://www.youtube.com/watch?v=5BTKdUS6nh4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketCorrection #MarketPullback #BuySignal #Tariffs #MarketNarrative #PrivateEquity #AlternativeInvestments #RetailInvestors #WallStreetWatch #FinancialFreedom #BuyTheDip #TechnicalAnalysis #StockMarketStrategy #Sentiment #Price #FearGreedIndicator #InvestingTips #MarketTiming #InvestingAdvice #Money #Investing

In this episode of Gartner ThinkCast, we explore how generative AI is moving from experimentation to everyday value — and what IT leaders must do to drive meaningful transformation at scale. Recorded live from Gartner IT Infrastructure, Operations & Cloud Strategies Conference, Gartner Director Analyst Autumn Stanish lays out a vision for the next year: one where generative AI enhances productivity, infrastructure is AI-ready and the digital employee experience (DEX) becomes a strategic priority. Tune in to discover: Why focusing on everyday generative AI use cases can unlock immediate value How to design AI-human workflows that drive productivity and build trust What top-performing organizations are doing to advance DEX maturity How to align your IT strategy with evolving CIO expectations Dig Deeper Read the 3 key trends for I&O leaders Register to attend Gartner IT Infrastructure, Operations & Cloud Strategies Conference Watch more from the Opening Keynote  

In our new podcast series, Confluence will address your most frequent, thought-provoking, and insightful questions, drawing on our years of experience and expertise. The inaugural episode features Bill O'Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, as they discuss a range of timely topics from changes in the 10-year Treasury to global defense spending in the current geopolitical environment, AI implications, and crypto considerations.

Lance Roberts & Jonathan Penn uncover how private equity investments are no longer just for the ultra-wealthy...but is that the best plan? With Wall Street's latest push, retail investors are now being targeted as the next frontier for capital. From alternative investments in 2025 to the growing trend of private equity entering 401(k) plans, we break down what you need to know about the risks of private equity, the lack of transparency compared to public markets, and what this shift could mean for retail investors. Don't miss this deep dive into why Wall Street is coming after your retirement savings—and what you can do about it. SEG-1: Industrials Lead the Way SEG-2: The Private Equity Story - Why Am I So Lucky? SEG-3: The Private Equity Story - The Democratization of Private Equity SEG-4: The Private Equity Story - Everyone's Looking for an Edge RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=z5pY32IgCBY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=152s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "Preparing for a Pullback," is here:  https://www.youtube.com/watch?v=uoKv2jBDwNs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Buy the Dip--Technically Speaking," https://www.youtube.com/watch?v=5BTKdUS6nh4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketCorrection #MarketPullback #BuySignal #Tariffs #MarketNarrative #PrivateEquity #AlternativeInvestments #RetailInvestors #WallStreetWatch #FinancialFreedom #BuyTheDip #TechnicalAnalysis #StockMarketStrategy #Sentiment #Price #FearGreedIndicator  #InvestingTips #MarketTiming #InvestingAdvice #Money #Investing

June 10, 2025: Reid Stephan, VP and CIO of St. Luke's, and Dr. Spencer Dorn, Vice Chair & Professor of Medicine at UNC, tackle the reality behind AI's promise in healthcare, exploring why only one in three clinicians actually stick with AI scribes despite the initial enthusiasm. As they navigate between "AI doomers" and "techno-utopians," the conversation reveals what's working and what isn't in current implementations. How do we avoid repeating the overpromising mistakes made with electronic health records? Cut through the hype and get into real solutions. Key Points: 00:53 AI Headlines - Fact or Fiction 06:01 The Human Element 12:27 AI's Near-Future Impact 19:49 Concluding Thoughts and Recommendations X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer

David Giroux, CIO and Head of Investment Strategy at T. Rowe Price Investment Management, has achieved something rare in investing—beating his Morningstar peer group for 17 consecutive years. In this conversation, Giroux shares his investment philosophy, including how he identifies GARP (growth at a reasonable price) opportunities, adapts to market inefficiencies, and constructs a resilient portfolio. He also discusses his outlook on AI, interest rates, market cycles, and why long-term thinking remains a powerful edge in today's short-term-obsessed market.We cover:Why most investors overlook high-quality GARP stocks—and how Giroux takes advantageHow he navigates market cycles with 5-year IRR forecastsWhy long-term thinking gives him a contrarian advantageThe impact of AI on productivity, employment, and portfolio marginsHis quantitative and qualitative approach to evaluating companiesWhat investors get wrong about financials, utilities, and passive investingThe CEOs he admires most—and what makes them exceptionalWhy he thinks macro forecasts (including Fed-watching) offer little value

Sponsors The Jason Cavness experience is bought to you by Breeze Docs. Request for Proposals AKA RFPs, can be very challenging for Small & Medium-sized Businesses. Breeze Docs, the RFP response platform of choice for SMBs across North America, uses AI to help companies quickly complete RFPs, security questionnaires, and other important business documents.  If you'd like to start winning more RFPs and reduce completion times by up to 80 percent, visit breezedocs.ai to book a demo. By mentioning the Jason Cavness Experience, you will qualify for a free upgrade from Breeze Solo to Breeze AI+ valued at $6,000. Follow the Breeze at www.breezedocs.ai Sign up for free upgrade here https://www.breezedocs.ai/rfp-response-software-jason-caveness The Jason Cavness Experience is brought to you by SmarterQueue. SmarterQueue offers a range of features to supercharge your social media presence: - Stay on top of your conversations with the Social Inbox feature. Gain a competitive edge with competitor analysis.  Get real-time insights with social media monitoring. Build meaningful connections with the Engage feature. Use this link for your free 30 day trial  https://smarterqueue.com?afmc=2kv Go to www.thejasoncavnessexperience.com for the podcast on your favorite platforms Robert's Bio Bob Smedley is a community driven tech enthusiast with a passion for keeping things simple and effective. He is the CIO for Atlas Design Group a structural engineering firm based in Seattle WA that builds affordable housing. He is also a tech consultant serving everyone from small business to the Untied States Government. When asked why he does what he does he says “Be Better!” Bob not only cares about technology but also is community driven, an active member of the Fraternal Order of the Eagles, he has served as a trustee and auditor. People Helping People is the Motto of the Eagles! Whether it is a computer network or an engine, Bob really enjoys fixing things and being able to help his community fix their problems gives him purpose. He has a degree in Computer Information Systems and is certified in Digital Forensics from South Palins College.  We talk about the following and other items The Art of Painting Music and Creativity The Concept of 'Be Better' Space Exploration and Human Potential The Future of Technology and AI Understanding the Average Mindset The Importance of Community in Upbringing Continuous Improvement and Curiosity Balancing Work and Family Challenges in the Military Fraternal Order of the Eagles Living in Seattle and Exploring Washington Role and Responsibilities of a CIO The Importance of Accountability and Trust  Learning from Mistakes: A Personal Story The Role of Urgency in Business Clarity and Communication in Tech Strategy The Significance of Delivery and Execution Embracing Agility and Simplicity The Growing Need for CIO Services The Value of Two-Factor Authentication Why Choose Middle East for Business Solutions Marketing and Sales Strategies The Path to Becoming a CIO Challenges and Lessons in Business The Role of a CIO in Affordable Housing Projects Building Safety and Regulations Continuing Education and Staying Updated Choosing Entrepreneurship Over Corporate Jobs The Challenges of Being a Business Owner Choosing the Right Companies to Work With The Vision for Smedley Empowering Small Businesses The Importance of Time Management Financial Literacy for Small Business Owners The Role of CPAs in Business Leadership and Company Culture The Value of Employee Benefits The Importance of SOPs Lost Knowledge and Skills The Power of Words vs. Guns Debating Veganism and Plant Sentience  Adventurous Eating and Cultural Dishes Cooking as a Creative Outlet Travel Tales and Cultural Insights Foreign Perceptions and Safety Concerns Cultural Differences in Food and Lifestyle Healthcare Experiences Abroad Personal Health Challenges and Treatments Psychedelic Experiences and Ego Death Religious and Spiritual Reflections Curiosity, Knowledge, and Human Condition Understanding Trans and Intersex Identities Cultural Shock: Moving to Capitol Hill Professionalism and Integrity in the Workplace  The Impact of Psychedelics and Marijuana on Veterans Personal Reflections on Leadership and Relationships Choosing Wisdom Over Wounds The Role of Violence in Human Nature Pride in Accomplishments and Helping Others Challenges in Cybersecurity and Hacking Military Experiences and Leadership Decisions The Decline of Common Sense Ignorance vs. Stupidity The Impact of COVID on the Workforce The Importance of Owning Mistakes Future Goals and Aspirations Travel Dreams and Adventures Final Thoughts and Advice Bob's Social Media LinkedIn: https://www.linkedin.com/in/robertsmedley/ Smedley's Website: https://www.robertsmedley.tech/ Email: contact@robertsmedley.tech  Smedley's FB: https://www.facebook.com/SmedleysIT Bob's Advice   It may be hard, but just believe in yourself. Whatever you want to do, when you wanna start your own business. Try and except your failures and own them. You're not gonna hit bullseye every time, but if you don't try, you won't know.

As trend followers push through one of the toughest environments in years, Rich and Niels unpack what's actually driving the pain. They draw a sharp line between two camps in the industry - those who focus on standalone market behavior and those who manage trend as a portfolio-level phenomenon, and explain why that distinction now matters more than ever. From the ripple effects of tariff policy to the quiet fragility in institutional positioning, this episode traces how structural shifts are colliding with legacy assumptions. Also on the table: AI's growing role in model development, the hidden costs of bad data, and what it really takes to build a resilient, scalable process in a world where noise is cheap and conviction is rare.-----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 Rich on Twitter.Episode TimeStamps:00:13 - Introduction to Systematic Investing03:55 - The Shift Towards AI in Trading11:25 - The Rise of Idiosyncratic Trend Following Post-202021:42 - The Impact of Recent Market Dynamics25:39 - The Rise of Retail Trading in Futures34:09 - The Panama Method of Historical Adjustments42:32 - Understanding Backtesting and Data Integrity in Trading Models47:36 - Navigating Capital Constraints in Trend Following55:14 - Understanding AI in Trading Strategies01:00:14 - The Challenges of AI in Trading and Strategy Development01:04:44 - The Impact of AI on HumanityCopyright © 2024 – CMC AG – All Rights...

The Bitcoin Conference in Vegas is getting more political. Crypto treasury companies are exploding across the globe. And macro markets are flashing mixed signals, with geopolitics entering the chat. In this episode of Bits + Bips, the panel dives into: Key takeaways from Bitcoin 2025 The possible bubble forming around Bitcoin treasuries How the SEC is fighting back against staking in ETFs Whether Ethereum is finally catching up How Ukraine just redefined trade risks Why ETFs have seen so much inflows since the market bottom How AI will impact growth and the job market And … why James hates Las Vegas