Podcasts about CIO

Michael Pettis joins Alan Dunne for a wide ranging conversation on trade imbalances, globalization and the future of the world economy. Drawing on decades of research into China, Europe and financial history, Pettis argues that persistent trade surpluses are ultimately rooted in domestic income imbalances rather than national competitiveness. The discussion explores why China struggles to rebalance, why Europe may face its biggest challenge yet, and how US reindustrialization could reshape global trade. From Bretton Woods to modern tariffs, this episode offers a provocative framework for understanding the forces driving the next phase of the global economy.-----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 LinkedIn.Follow Michael on X.Episode TimeStamps: 00:00 - Michael Pettis warns that the real trade reckoning may still lie ahead01:07 - Introduction to Michael Pettis and his background in finance and economics06:34 - Why trade imbalances are ultimately driven by income imbalances09:59 - Germany's Hartz reforms and the roots of European imbalances17:22 - Competitiveness versus productivity and the hidden costs of wage suppression27:48 - China's growth model and why rebalancing has proved so difficult35:54 - Who will absorb China's trade surplus if the US closes its deficit?40:24 - Can the United States successfully reindustrialize?45:31 - Why Europe may eventually turn toward protectionism52:17 - The US deficit, global capital flows and the burden of dollar dominance01:01:50 - Why the renminbi is unlikely to replace the dollar01:10:45 - Historical trade imbalances and how painful adjustments unfold01:16:21 - What Japan's experience reveals about China's future01:21:02 - Final reflections on debt, globalization and economic adjustmentCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

VDI (Virtual Desktop Infrastructure) and Desktop as a Service (DaaS) have been arriving “real soon now” for the past couple of decades. Will the advent of vendors' AI spyware (as Google is introducing through Chrome) be the accelerant that finally makes it happen? John and Johna discuss why the challenges in this brave new AI-enabled... Read more »

I'm at HITEC in San Antonio today and tomorrow, and I talked with Stephen Katsirubas, CIO of Pursuit Collection, about AI that's already doing real work for guests and operators. Pursuit has a lot more going on than rooms and room nights. They're dealing with lodging, attractions, retail, boating, gondolas, sky trams, and all the guest questions that come with those experiences. Stephen isn't talking about AI in some vague "future of hospitality" way. He's talking about using it now so guests get faster answers and teams spend less time buried in the same basic questions. One example got my attention: Pursuit cut call volume by more than 30% in one area by helping guests get answers about hours, parking, pet rules, and other basics before they need a person. Thanks to Unifocus. Workforce management redefined. Visit unifocus.com. Want the weekly roundup of news, videos, and what you might've missed from #NoVacancyNews? Text HOTEL to 66866.

SpaceX has become one of the most anticipated investment stories in modern market history. Between Elon Musk's popularity, the company's technological achievements, and years of speculation about a public offering, investor excitement is reaching fever pitch. But what happens after the hype? Lance Roberts & Jon Penn examine the lessons to be learned from previous high-profile IPOs, and why some of the biggest investing mistakes occur after the initial excitement fades. We discuss valuation, investor psychology, momentum chasing, and the risks that emerge when enthusiasm becomes disconnected from fundamentals. We also look at the growing speculative interest surrounding leveraged products tied to the SpaceX theme, and why investors should be cautious when Wall Street starts packaging excitement into increasingly aggressive investment vehicles. Here's a topical rundown of today's show: 0:00 - INTRO 0:56 - America's 250th Anniversary Time Capsule & Space-X IPO 3:48 - The Bullish Setup Returns 8:18 - Back from Vacay... 9:32 - IPO's & Space-X 12:04 - What Happens Next - the Advantage in Waiting 14:19 - The FOMO Factor 17:53 - What Could Possibly Go Wrong? 19:02 - Has AI Lost Steam? (The New U.S.Industrial Revolution) 21:37 - What's Next After Iran War? (Economic Pressure Index) 24:08 - Two Things Driving Markets: Profitability & Optimistic Earnings Estimates 25:17 - Italian Gasoline Prices 28:38 - Interest Rates, Bonds, & Kevin Warsh at the Fed 33:59 - A Tip about TIPS 35:44 - Why You Should Own Some Bonds 37:59 - The Three Components of Investing: Safety, Liquidity, & Returns 41:01 - Annuities as Bond "Alternatives?" Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Xr1Ut115-xA ------- Watch today's "Before the Bell" feature, "Bullish Setup Returns," here: https://youtu.be/ox4_xMsXqt4 ------- Watch our previous show, "Bull Market Pullback - Is the Correction Over?" https://youtube.com/live/csXApjrvlNY?feature=share ------- Articles mentioned in this report: "May Inflation Print: Why the 4.2% Headline Is an Oil Story," https://realinvestmentadvice.com/resources/blog/may-inflation-print-why-the-4-2-headline-is-an-oil-story/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- 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/ #StockMarket #MarketUpdate #Investing #ArtificialIntelligence #SectorRotation #SpaceX #ElonMusk #IPO #Bonds #Annuities #KevinWarsh

SpaceX has become one of the most anticipated investment stories in modern market history. Between Elon Musk's popularity, the company's technological achievements, and years of speculation about a public offering, investor excitement is reaching fever pitch. But what happens after the hype? Lance Roberts & Jon Penn examine the lessons to be learned from previous high-profile IPOs, and why some of the biggest investing mistakes occur after the initial excitement fades. We discuss valuation, investor psychology, momentum chasing, and the risks that emerge when enthusiasm becomes disconnected from fundamentals. We also look at the growing speculative interest surrounding leveraged products tied to the SpaceX theme, and why investors should be cautious when Wall Street starts packaging excitement into increasingly aggressive investment vehicles. Here's a topical rundown of today's show: 0:00 - INTRO 0:56 - America's 250th Anniversary Time Capsule & Space-X IPO 3:48 - The Bullish Setup Returns 8:18 - Back from Vacay... 9:32 - IPO's & Space-X 12:04 - What Happens Next - the Advantage in Waiting 14:19 - The FOMO Factor 17:53 - What Could Possibly Go Wrong? 19:02 - Has AI Lost Steam? (The New U.S.Industrial Revolution) 21:37 - What's Next After Iran War? (Economic Pressure Index) 24:08 - Two Things Driving Markets: Profitability & Optimistic Earnings Estimates 25:17 - Italian Gasoline Prices 28:38 - Interest Rates, Bonds, & Kevin Warsh at the Fed 33:59 - A Tip about TIPS 35:44 - Why You Should Own Some Bonds 37:59 - The Three Components of Investing: Safety, Liquidity, & Returns 41:01 - Annuities as Bond "Alternatives?" Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Xr1Ut115-xA ------- Watch today's "Before the Bell" feature, "Bullish Setup Returns," here: https://youtu.be/ox4_xMsXqt4 ------- Watch our previous show, "Bull Market Pullback - Is the Correction Over?" https://youtube.com/live/csXApjrvlNY?feature=share ------- Articles mentioned in this report: "May Inflation Print: Why the 4.2% Headline Is an Oil Story," https://realinvestmentadvice.com/resources/blog/may-inflation-print-why-the-4-2-headline-is-an-oil-story/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- 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/ #StockMarket #MarketUpdate #Investing #ArtificialIntelligence #SectorRotation #SpaceX #ElonMusk #IPO #Bonds #Annuities #KevinWarsh

Dillon gives a preview of what's coming at the next Vertical Design Build Summit — speakers covering workforce development, prefab, design-build, and leadership — before diving into a candid conversation about what it really takes to build a career in the trades. He breaks down the reality behind the "make $300K as an electrician" headlines, what attracts and retains apprentices, and why glorifying the paycheck without explaining the grind does more harm than good. He also talks about career growth from the employer and employee side — how companies can create real learning opportunities, and how individuals can take ownership of their own development. Plus, a great story about a guy who went from painting parking lot stripes to CIO of a $150 billion company.

AI will not fix a business that does not understand itself.In this episode, John sits down with Julie Averill, founder of Gold Thread and former CIO of lululemon, to talk about real transformation, AI adoption, technology leadership, and what companies need to understand before they rush into the next big platform shift. Julie also shares lessons from her time leading technology through major growth at lululemon, digital transformation at Nordstrom, and the early signals that told her when a system problem was really a culture problem.If you are leading sales, technology, enablement, or go-to-market strategy, this episode gives you a practical look at why AI has to serve the business, why trust still drives innovation, and why the companies that win will understand what makes them truly different before the market decides for them.Want to build the kind of team and operating model that can keep up with where business is heading next? Visit www.jbarrows.com and learn how you can Make It Happen.What You'll LearnWhy AI strategy needs to start with business strategy, not technology experimentsHow the dot-com shift mirrors what companies are experiencing with AI todayWhy AI is changing how customers discover, compare, and choose brandsWhat a 20-hour website outage revealed about culture, ownership, and escalationWhy innovation depends on trust, candor, and teams that can take risks togetherWhy AI reveals organizational dysfunction instead of magically fixing itWhy real transformation requires human intelligence, not just artificial intelligenceJulie Averill is the founder of Gold Thread and former Chief Information Officer of lululemon, where she led the technology transformation that helped scale the company from $2 billion to over $10 billion in revenue. Prior to lululemon, she led omni-channel and digital transformations at Nordstrom and REI. Today, she advises boards, CEOs, and founders at the intersection of AI capability and organizational readiness, and her book Chief Impact Officer comes out June 16.Connect with Julie Averill:Website: https://goldthreadllc.com/LinkedIn: https://www.linkedin.com/in/julieaverill/Instagram: https://www.instagram.com/julie_averill_/Grab Julie's new book Chief Impact Officer, out June 16 — connect with her on LinkedIn (linkedin.com/in/julieaverill) or visit goldthreadllc.comJohn Barrows is a sales trainer, speaker, and founder of JB Sales with over 25 years of experience in the industry. He has made hundreds of cold calls a week, led startups to acquisition, and trained high-performing teams at companies like Salesforce, LinkedIn, Amazon, and Okta. Through JB Sales, John focuses on practical sales execution—helping reps fill pipeline, close deals, and build trust with buyers in today's AI-driven sales environment.Connect with John Barrows:LinkedIn: https://www.linkedin.com/in/johnbarrows/ Instagram: https://www.instagram.com/johnmbarrows/TikTok: https://www.tiktok.com/@johnmbarrowsCheck out John's Membership: https://learn.jbarrows.com/pages/individual-packages?utm_source=youtube&utm_medium=social&utm_campaign=podcastJoin John's Newsletter: https://www.jbarrows.com/newsletter

We love to hear from our listeners. Send us a message. On this week's episode of the Business of Biotech, William Soliman, Founder and CEO of the Accreditation Council for Medical Affairs (ACMA), and Founder and CIO of White Manna Capital Partners, talks about why biotech drug launches so often miss expectations, and how to build an integrated commercialization plan that holds up with physicians, patients, and payers. William also describes the evolution in medical affairs, why standards and certification matter, and how AI and new media channels are reshaping how drug information reaches patients and prescribers. Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com.  Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/

Record-topping IPOs in the technology sector do not necessarily mean it is time to radically alter portfolios, says Dr. Jacky Tang, the Private Bank's CIO for emerging markets. "I would be a bit cautious about assuming a mechanical rotation out of existing technology leaders. These companies remain highly cash generative and also central to index construction,” Jacky says. “I think any shift is more likely to be gradual and selective rather than an unexpected and very sudden move.”And while energy prices have remained elevated amid the Iran war, weaker demand from China has kept the price shock in check to some degree. “If Chinese import demand returns meaningfully, whether because inventories need to rebuild or domestic demand stabilises, I think that could tighten the global market again and also create a second round upward move in oil.”Policy decisions from central banks in the US and Japan will be important developments to watch this week, Jacky says. “The key shift in markets may be that the global easing narrative has largely faded, and policy is now moving into a more cautious phase. I think what matters most may be whether the major central banks are all tightening or holding policy at a restrictive level at the same time.”For more investing insights, please visit wealth.db.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2026 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Trend following has long promised and delivered diversification, crisis protection and uncorrelated returns. Yet many investors still struggle to hold it through difficult periods. In this conversation, Andrew Beer and Eric Crittenden explore why that gap exists and how combining trend following with equities may create a more durable portfolio. Together with Niels Kaastrup-Larsen discuss the rise of managed futures ETFs, the debate between simplicity and complexity in systematic investing, and why algorithmic discipline allows investors to act when intuition fails. The episode also examines portfolio construction, product design and the evolving role of alternatives in a changing investment landscape.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Andrew on Twitter.Follow Eric on LinkedIn.Episode TimeStamps: 00:00 - Introduction to the Systematic Investor series and the week's guests02:19 - Eric reflects on recent market trends and challenging periods for trend followers03:15 - Andrew shares optimism about AI, innovation and technological progress06:25 - Elon Musk, SpaceX and the future of technological disruption09:22 - The evolution of managed futures ETFs and the growing demand for alternative strategies15:58 - How ETF liquidity works and why portfolio construction matters19:40 - The case for combining equities and trend following into one portfolio21:37 - Eric explains the philosophy behind his multi asset approach31:15 - Product design, allocator behavior and why diversification often fails in practice40:44 - Simplicity versus complexity in systematic investing46:58 - Why elegant models often fail in real world markets57:05 - Sharpe ratios, diversification and combining multiple return streams59:52 - Andrew introduces the idea of Contrarian Tactical Alpha01:02:55 - Eric on algorithmic discipline and why trends are uncomfortable to follow01:05:26 - Final thoughts on trend following, risk management and portfolio constructionCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Welcome back to another episode of Leaders in Tech! In this episode, host David Mansilla sits down with Bill Phillips, the Chief Operating Officer (COO) and former Chief Information Officer (CIO) of University Health in San Antonio, Texas.Bill shares his highly inspiring personal story: how discovering he was colorblind shattered his early plans of becoming an electrician, and how that exact roadblock redirected him into a brilliant, lifelong career in technology and healthcare operations.

AI narrative momentum, durable value, and why Zoom and Roblox stand out | Around the Desk Ep. 85Sean Emory, founder and CIO of Avory & Co., on the "AI on, AI off" market: where durable value actually accrues, why models may commoditize as open source catches up, and why ecosystem and context end up mattering more than the model itself. Plus a look at Zoom (Avory's top holding) for its cash, Anthropic stake, and communication-context data, and Roblox for consumer engagement and AI-enabled creation. He expects public AI listings to force scrutiny on profitability, margins, and capital intensity, and makes the case for patience and businesses that don't require perfect assumptions.Chapters00:00 Podcast intro00:33 Momentum and narratives01:08 AI trade dominates02:31 Where value accrues03:16 Open source catching up05:10 Models commoditize over time06:28 Multi-model future07:47 Infrastructure crowding risks09:15 Energy bottlenecks10:06 Durable investing mindset10:35 Zoom as durable play13:13 Roblox and creation flywheel14:02 Macro uncertainty cycles16:00 Public AI reality check17:33 Staying patient and closingMore from Avory & Co.www.avory.xyz Informational only. Not personal investment advice. Avory & Co. and Sean Emory may hold positions in securities discussed. Past performance does not guarantee future results.

Introduction Most distribution management tools were built in the nineties and haven't changed much since. Carriers and MGAs are onboarding agents manually, tracking licenses in spreadsheets, and managing compliance through email threads. Ido Deutsch spent nine years solving that problem from the inside - before realizing the solution was worth selling to the rest of the market. Deutsch is the co-founder of ProducerFlow, a distribution management platform that started as an internal tool at Agentero, the digital insurance network he helped build from a single client and barely a product in 2016 to a scaled distribution business. When carriers kept asking how Agentero was handling agent onboarding so efficiently, Deutsch knew the tool had a market of its own. ProducerFlow launched as a standalone product in March 2024. In this conversation, Josh Hollander and Deutsch dig into what carriers and MGAs consistently get wrong about distribution infrastructure, why the market no longer accepts SaaS-only tools, and why fixing your data before layering in AI is the only move that matters. Guest Bio Ido Deutsch is the Co-Founder of ProducerFlow and Head of Go-to-Market at Agentero, a digital insurance network connecting carriers, MGAs, and independent agencies. A serial entrepreneur who grew up in Israel and built three companies before moving to the US in 2014, he joined Agentero's founder Luis Pino while still at Berkeley's MBA program and spent the next nine years building the company's distribution network and technology from scratch. ProducerFlow, launched in 2024, automates agent onboarding, licensing, compliance, and distribution management for carriers and MGAs. Key Topics • Built from necessity, not theory - ProducerFlow wasn't designed in a whiteboard session. It was built because Agentero was onboarding hundreds of agencies a month and couldn't keep up manually. The existing market solutions were either too old, too rigid, or too expensive. So they built their own, and carriers started asking to use it. • The best clients are switching from something - Deutsch's most successful clients aren't building from scratch. They've already tried one of the legacy tools, overpaid, been underdelivered, and are ready for something that actually integrates with their existing stack. That frustration is the clearest buying signal. • SaaS-only is no longer enough - The market has shifted. Carriers don't want a tool; they want an outcome. ProducerFlow offers a full managed service for clients who want to outsource compliance entirely, or infrastructure-only for those who want to run it themselves. The key insight: whoever wins in distribution tech has to be willing to do the work, not just sell the platform. • Fix the data before you touch the AI - Deutsch's consistent message across the conversation: AI is only as good as the data it runs on. He's seen top-five carriers and major brokers with years of data that's disorganized, siloed, and hard to query. Layering AI on top of bad infrastructure gives confident wrong answers. Fix the foundation first. • Speed to onboard is the core metric - The time from meeting a new agency to the moment they can quote and bind is ProducerFlow's north star. Faster onboarding means better agent experience, higher retention, and more written premium. Everything else is secondary. • The CIO is gaining ground - Deutsch has watched the power dynamics inside carrier organizations shift. Head of AI titles are proliferating, but the real influence is moving toward CIOs and information security leaders as data privacy, AI governance, and "where does my data go" questions dominate every sales cycle. Notable Quotes "We couldn't find anything that worked for us. So we built our own. And then carriers started asking, how do you do that?" "Our best clients typically tried the solution already. They overpaid, were underdelivered, and then they see how ours works. We try not to over promise, but we definitely over deliver." "The market doesn't really accept SaaS-only tools anymore. They want you to solve an outcome, replace a whole function, and do the work." "Fix your data and fix how you look at things. Everything is going to be based on that. AI is only as good as your infrastructure. If the data isn't right, it will just give you very confident answers that are wrong." Resources Guest: • ProducerFlow: https://www.producerflow.com • Ido Deutsch on LinkedIn: https://www.linkedin.com/in/ido-deutsch/ Host & Organization: • Joshua R. Hollander on LinkedIn: https://www.linkedin.com/in/joshuarhollander/ • Horton International (USA): https://www.horton-usa.com/ • Insurtech Leadership Podcast (LinkedIn Showcase): https://www.linkedin.com/showcase/insurtech-leadership-show Subscribe & Review If you enjoyed this episode, subscribe on your favorite platform and leave a review. The Insurtech Leadership Podcast is available on YouTube, Apple Podcasts, and Spotify.

Where do markets stand as investor froth scales back? Join Manpreet Gill and Rajat Bhattacharya as they discuss where we stand on investor positioning, why we expect the Fed to stay on hold for the rest of 2026, and the strong investment case for gold.   ou can read our latest Weekly Market View today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Joining presenter Stephen Grootes to talk about the current state of the global markets is CIO at Benguela Global Fund Managers, Zwelakhe Mnguni. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Are you letting the golden handcuffs of a corporate salary destroy your health and rob you of true time freedom?  In this powerful interview, Billy Keels sits down with Glenn Hicks, a former telecom CIO who walked away from the corporate C-suite at 48 years old after a life-altering health crisis to design life on his own terms. Discover how to completely rewrite your leadership philosophy, trade a soul-crushing productivity race for radical presence, and build a sustainable "digital independent" lifestyle that allows your business assets to fund your ideal lifestyle.

Your people aren't tired of change — they're saturated. There's a difference, and it's the difference between an AI rollout that lands and one that bounces off your workforce entirely. Kelle Fontenot is the Chief Digital Officer at KPMG US, where the CIO, the CTO, and the Chief Data Officer all report to her. She owns internal innovation, architecture, platform, engineering, and data across a 40,000-person workforce — and she's spent the last four and a half years steering that organization through cloud, data, and now an AI wave reshaping how every one of her people does their job. In this conversation, Kelle reframes 'change fatigue' as 'change saturation,' reveals that KPMG employees built 25,000 AI agents in the last six months alone, walks through the synthetic-data acquisition powering regulated AI testing at scale, and explains the brand-new Anthropic partnership turning a 140-year-old services firm into a products company.   What you'll learn • Why 'change fatigue' is the wrong diagnosis — and what 'saturation' changes about how you roll out AI • Why KPMG refuses to use AI as a head-count lever — and why that decision is actually accelerating adoption • How 40,000 KPMG employees built 25,000 AI agents in six months — and what that means for who counts as a 'builder' • Why the CIO, CTO, and CDO all report to one person — and what would break if they didn't • How synthetic data lets a regulated firm test AI at scale without the breach risk • What KPMG's Anthropic partnership signals about the future of professional services   Connect Kelle Fontenot on LinkedIn KPMG US IT Visionaries Podcast   Chapters 0:00 AI Change Has Become AI Saturation 1:29 Why “Change Fatigue” Is the Wrong Diagnosis 3:27 Prompting Like It's November 4:46 Giving People Space to Innovate 6:38 AI Is Not a Headcount Lever 10:07 Building AI in a Regulated Business 11:24 The Risk Container Around AI 14:12 The AI-Augmented Auditor 17:21 The Agent Governance Problem 20:59 Why Digital, Data, and Tech Sit Together 22:59 Building an Inside Startup 30:04 Innovation Has to Happen at the Edge 36:48 The ROI Math for AI Agents 38:50 Why KPMG Bought a Synthetic Data Company 44:09 KPMG's Anthropic Partnership 51:03 Shipping AI at Scale 52:10 Kelle Fontenot's Advice for Leaders -- This episode of IT Visionaries is brought to you by Meter - the company building better networks. Businesses today are frustrated with outdated providers, rigid pricing, and fragmented tools. Meter changes that with a single integrated solution that covers everything wired, wireless, and even cellular networking. They design the hardware, write the firmware, build the software, and manage it all so your team doesn't have to.That means you get fast, secure, and scalable connectivity without the complexity of juggling multiple providers. Thanks to meter for sponsoring. Go to meter.com/itv to book a demo.---IT Visionaries is made by the team at Mission.org. Learn more about our media studio and network of podcasts at mission.org. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Southwest Airlines has spent the last several years modernizing one of the most complex operational environments in the world. In this episode of Technovation, Lauren Woods, EVP and CIO of Southwest Airlines, shares how the company transformed a period of operational disruption into a catalyst for long-term technology modernization and resilience. Lauren discusses Southwest’s investments in modern data platforms, predictive analytics, cloud infrastructure, AI-enabled operations, cybersecurity, and customer experience transformation. She also explains the technology behind major commercial changes, including assigned seating, new fare structures, and evolving digital experiences. Key topics include: Building operational resilience through proactive analytics Creating the data foundation required for AI at scale Leveraging machine learning across airline operations Modernizing legacy systems while maintaining reliability Leading large-scale organizational and cultural transformation This episode is presented by Celonis — Give AI the context it needs. Learn more at celonis.com/technovation

The Last Trade: Matt Dines, CIO of Build Asset Management, joins to lay out the seismic monetary reshuffling underway in 2026, the unwind of the post-Bretton-Woods offshore-dollar system that ran the global economy from 1971 to 2022, why LIBOR's deprecation and the SOFR transition quietly moved the dollar's command center from London to New York, Scott Bessent's strategy to monetize the asset side of the Treasury balance sheet through the GENIUS Act stablecoin and a Bitcoin reserve targeting 1 million BTC, Tether's December 2023 alignment with the American Sovereignist movement, and the contrarian read on MicroStrategy as a "dollar strategy" rather than a Bitcoin strategy.---

Content's value is in the intelligence it brings, regardless of what system it's found in. But there is a lot of enterprise content across many, many systems.On the Mostly Unstructured Podcast, KeyMark CMO Clay Tuten sits down with Mike Askren, VP of Product at Hyland, on how document management and ECM are becoming an intelligence layer for agentic AI, and the right size and scale problems to tackle with agents.Topics explored: Why has enterprise value moved from storing and securing content to extracting intelligence from it? How content federation connects AI services to content across on-prem, cloud, and hyperscaler systems. What an enterprise context engine does, and why the relationships between documents matter more than the engine itself. Why agentic governance matters so much. Monitoring, coaching, and shutting down agents that hallucinate or run on stale instructions. Why the highest-ROI AI work comes from the processes that are least exciting, but have the highest volume of occurrence. Questions this episode answers: What is the intelligence layer in enterprise content management? How much enterprise data is unstructured, and why does it matter for AI? What is content federation and why is it needed for enterprise AI? What is agent governance and how is it different from data governance? How do you get ROI from AI without replacing your existing systems? Where should a CIO start when moving ECM into an AI intelligence layer? What is intelligent document processing (IDP) and how does it relate to agentic automation? Subscribe for more AI talk on content intelligence, IDP, and agentic AI from the team at KeyMark, or reach out if anything caught your ear.Timestamps:00:00 – From storage to intelligence: the ECM shift01:58 – What "unstructured content" really means03:01 – Mike's role at Hyland and content federation04:11 – The content-fueled agentic enterprise06:45 – Why 70–90% of enterprise data goes untapped08:03 – Agentic governance and context you can trust09:25 – Human-in-the-loop feedback and coaching agents10:22 – The control tower: monitoring and stopping agents12:03 – Agents as digital employees13:45 – Advice for CIOs under pressure15:23 – Start small: the attainable win, not the moonshot18:39 – Where the ROI actually hides19:47 – Practical outcomes: claims, HR, government21:03 – First steps into the intelligence layer24:45 – From IDP to agentic automation to new workflows27:19 – Slow down, ask questions

Most investors spend their time looking for the next stock to buy, Stephen Arnold, Founder and CIO of Aoris, argues that great investing starts by knowing what not to own. In this episode, he explains Aoris' quality-first approach, why the fund avoids entire sectors like banks, mining and biotech, and how a concentrated portfolio of just 15 businesses helps them focus on companies with durable advantages, strong cultures and long runways for growth.In this episode:00:00 – Why Aoris runs a concentrated portfolio02:22 – What “quality-first value investing” means07:52 – Red flags and Aoris' no-go zones09:29 – Compass Group: The world's largest contract caterer18:29 – Cintas: The boring compounder hiding in plain sight25:06 – The importance of defining what not to buy27:13 – Why Aoris avoids banks, mining, biotech and more35:19 – Why only 15 stocks and lessons for investorsThanks to Aoris for sponsoring this episode and helping to keep our content free. The Aoris International Fund is available as an Active ETF, via the following ASX listed products: ASX: BAOR: Aoris International Fund Active ETF (Class B) & ASX: DAOR: Aoris International Fund Active ETF (Class D) (Hedged).Visit the Aoris Website to download the Owners Manual - https://www.aoris.com.au/ETFs and Stocks mentioned: Compass Group (LSE: CPG), Cintas (NASDAQ: CTAS), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Nvidia (NASDAQ: NVDA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

More than a decade ago, I wrote a story called "Is Alpha Dead?" The premise was simple: Markets had become so competitive, so efficient, and so crowded that generating excess returns was getting harder and harder.Andre Perold, CIO of HighVista Strategies, was one of the people I interviewed for that piece.So I was curious how he thinks about the question today.Perold argues that we're living through a period of such rapid technological and economic change that opportunities for alpha may actually be expanding. In a world shaped by artificial intelligence, breakthroughs in healthcare, and shifting business models, markets don't always adapt as quickly as investors assume.As Perold says, “the ability to get an edge is much greater when new things are happening, for better or worse. You can see things, understand things, and react more easily in this new world.”That doesn't mean alpha is easy to find. Perold has always believed investors need to look in what he calls "beautifully inefficient" markets, smaller corners of the investing world where size, specialization, and human behavior still create opportunities. That may be more important than ever.We talked about biotech, small buyouts, risk, the real definition of a mistake, diversification, and why some of the most interesting investors are what he calls "small geniuses" operating far from Wall Street's spotlight until great performance attracts more capital and the search for the next small genius begins again.We also discussed a topic that feels particularly relevant today: why networks (of people) still matter. At a time when we're swimming in information and AI-generated stories about that information, Perold believes the edge comes from long relationships with people whose judgment you trust, and who help you see opportunities and risks that aren't obvious from the data and endless crunching of it. And data won't introduce you to that next great investor. Take a walk and listen to my conversation with Andre. 

Welcome to another episode of the Data Debrief, the companion show to Driven by Data: The Podcast, where hosts Catherine Dowden-King and Kyle Winterbottom unpack Tuesday's episode, share what's been on their minds, and explore the realities of leadership, culture, and capability across the data and AI landscape.This week, Catherine and Kyle reflect on the conversation with Sarah Emerson, Group Director of Insight & Business Partnering at Howden, diving deeper into the growing importance of commercial thinking, business partnering, and the role relationships play in driving value from data.They cover:Why Sarah's background in finance and corporate strategy offers a unique perspective on data leadership, and how commercial acumen can become a powerful differentiator for leaders looking to influence organisational outcomesThe challenge of connecting data strategy to business strategy, why many organisations struggle to articulate strategic priorities clearly, and the practical ways data leaders can uncover them regardlessWhy curiosity about business value shouldn't be reserved for senior leaders, and how analysts at every level can develop a stronger understanding of commercial impactThe growing importance of business partnering as a dedicated capability, and how organisations can bridge the gap between technical teams and business stakeholders more effectivelyThe realities of operating model design, why federated approaches continue to gain traction, and the trade-offs organisations must consider when balancing proximity to the business with cost and complexitySarah's view that self-service analytics has largely failed to deliver on its original promise, and what that means for the future of data enablement and adoptionWhy understanding how business leaders are measured, incentivised, and rewarded can dramatically improve stakeholder engagement and increase adoption of data-led initiativesThe challenges of discussing performance, incentives, and accountability within organisations, and why trust and relationship-building remain critical leadership skillsThe evolving role of the Chief Data Officer, the increasing consolidation of data responsibilities back into CIO organisations, and what this shift could mean for the future of data leadershipHow AI has accelerated organisational debates around ownership, accountability, and transformation, with many businesses still determining where responsibility ultimately sitsThe emergence of broader transformation and innovation leadership roles that combine data, technology, AI, digital, and business transformation under a single mandateKyle's thought of the week: as more organisations place data leadership responsibilities back under the CIO, many of the lessons learned throughout the evolution of the CDO role risk being forgotten. The challenge now is ensuring that value creation, business engagement, and commercial impact remain at the centre of the agenda, regardless of where accountability sits.This episode explores the realities of commercial leadership in data, the importance of business partnering, and why understanding people, incentives, and organisational dynamics is often just as important as understanding data itself.

As Kevin Warsh prepares to take the reins at the Federal Reserve, a deeper question emerges: has the Fed reached the limits of what monetary policy can achieve? Cem Karsan sits down with Danielle DiMartino Booth to explore the growing tensions between inflation, debt, financialization, and political pressure. From the future of quantitative easing and Treasury market risks to the rise of populism and the long term consequences of decades of intervention, this conversation examines whether the United States is approaching a turning point that could redefine the relationship between markets, government, and the Federal Reserve.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Danielle on X.Episode TimeStamps: 00:00 - Introduction and why Kevin Warsh's arrival at the Fed matters02:25 - Warsh steps into a divided Federal Reserve05:13 - The debt problem and the pressures facing policymakers07:52 - Can Warsh avoid another era of quantitative easing?10:00 - Interest rates, inflation, and the limits of Fed policy17:53 - Revisiting Arthur Burns and the lessons of the 1970s23:02 - Treasury buybacks, debt monetization, and market stability29:27 - Populism, demographics, and the future inflation outlook37:34 - Is the Fed's mandate shifting toward managing government debt?43:06 - Sovereign wealth funds and the possibility of equity market intervention45:56 - Would merging Treasury and the Fed end central bank independence?49:59 - Has the Federal Reserve broken the natural business cycle?51:22 - Final thoughts on crisis, reform, and America's economic futureCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

SUMMARY: If the cost of public AI continues to rise, because of various market shortages, should CIOs start looking at backup plans to better own their AI journeys and futures?SHOW: 1035SHOW TRANSCRIPT: The Enterprise AI Show #1035 TranscriptSHOW VIDEO: https://youtu.be/ngBBpP2LgdoSHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoOutShift by Cisco - “Scaling Out Superintelligence”  The Internet of Cognition architectureSHOW NOTES:THESIS: Between pending IPOs (Wall St. demands), high user-demand, GPU/TPU shortages, Data Center shortages, Model prices increasing (open models fading away), the cost of using AI is going to get more expensive over time. Should CIOs start thinking about a Backup plan to their current AI adoption that has lower cost alternatives?Topic 1 - Assuming you could get access to GPUs/TPUs/Accelerators, and suitable data center space to host them, what would be your thinking as a CIO if you felt like you needed to own some aspect of your AI roadmap/journey? Topic 2 - Assuming the normal “Shadow AI” backlash that you'd receive for offering something that wasn't “frontier” level, how would you go about trying to communicate that within your organization?Topic 3 - What metrics or KPIs would you initially target to try and get buy-in that your approach was acceptable and moving towards the company goals?FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

In Episode 191 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, go live from Chicago with Jeff Kilburg, Founder and CEO & CIO at KKM Financial, and Jim Bianco, President at Bianco Research, for a wide-ranging conversation on where markets stand now and what could matter next. The episode centers on the bull market's concentration in AI and large-cap tech, the durability of the rally, the role of active management, and why diversification may need to look different than it did a decade ago.The conversation also digs into earnings momentum, cross-ownership in AI, the impact of higher bond yields on long-duration assets, and whether software is being transformed or disrupted by AI.From bubbles and breadth to bond yields, oil shocks, and portfolio construction, the episode connects live market commentary to the forces shaping returns underneath the surface.Jump to:0:00 — Live Crowd and Big Questions1:48 — What A Bubble Really Means6:00 — Earnings Momentum and AI Optimism12:35 — Circular Ownership and AI ROI16:05 — AI Replaces Software or Adds Cost21:55 — 60/40 Is Not Dead Just Different30:10 — Return Stacking and Better Diversifiers36:30 — Oil, Inflation Volatility, and Bonds41:40 — Concentration, Active Picks, And Dispersion47:20 — Hard-Won Advice and Closing ThanksConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

In this episode of Machine Shop Mastery, I got to sit down with Kenny Williams of Native Aerospace and Defense. Kenny has a really interesting background because he did not come into manufacturing through the traditional path. He started in technology, worked with major ERP companies, served as a CIO for several manufacturing companies, and saw firsthand how deeply connected systems, process, people, and business really are. What I really appreciated about this conversation is that Kenny has lived the lessons he shares. He started a shop, grew it from zero revenue into a seven-figure aerospace and defense business in less than two and a half years, and eventually sold it. Now, through Native Aerospace and Defense, he is looking at his next chapter: acquiring and growing shops with the right foundation, systems, and opportunity. We talked about the realities that many new shop owners do not fully understand when they first get started. Kenny shares how he and his partner expected some large purchase orders to materialize early on, only to realize that relationships, trust, cash flow, capacity, and execution matter far more than simply having machines on the floor. His perspective on starting with the right size work, asking for money up front, managing cash, and growing at a sustainable pace is full of hard-earned wisdom. We also dug into what it takes to build a real business instead of just creating a job for yourself. Kenny shares why he fired roughly a third of his early customers, how he thought about moving into more complex and higher-value work, and why systems are the backbone of a scalable shop. Toward the end, we also got into CMMC, IT infrastructure, cloud platforms, and why Kenny believes machine shops should stay focused on their core competency: making great parts, serving customers, and building strong teams. You will want to hear this episode if you are interested in... (0:00) Kenny Williams and his journey from IT, ERP, and manufacturing systems into machine shop ownership (2:51) Kenny shares how his background in technology and ERP shaped his understanding of people, process, systems, and change management (7:43) How Kenny and his partner launched Phoenix Products through Kickstarter before growing into aerospace and defense work (10:14) High end parts, high end capability, and high end thinking with DN Solutions  (11:25) The importance of proper change management in an organization (16:03) The early startup lessons Kenny learned (relationships, cashflow, execution, etc.) (18:46) The hidden costs of outgrowing a facility and why moving a machine shop is far more disruptive than most owners expect (21:42) Your buyers have technical questions. Navu delivers reliable, accurate answers. (22:54) Why small purchase orders can create just as much work as larger ones, and how young shops should think about sustainable growth (25:18) How large purchase orders can become a cash flow problem if the shop is not prepared to fund materials, labor, and delivery (27:56) Why Kenny recommends asking for money up front, charging for NREs, and building deposits into quotes (30:50) How Kenny learned to identify the right customers, fire the wrong ones, and move toward better-fit work (34:32) Why strong systems are the backbone of a scalable shop and help turn a job into a real business (35:13) What Kenny is looking for as he searches for shops to acquire through Native Aerospace and Defense (39:10) Why you need to join us at IMTS 2026! (40:02) The challenge of buying shops that are still completely dependent on the owner (44:55) Why Kenny believes manufacturing needs to be positioned as a technology-driven career path for younger workers (46:50) How shop owners can support workforce development by engaging schools, offering internships, and speaking up about opportunity (48:49) Kenny explains why CMMC and IT decisions should start with a question about a shop's true core competency (51:00) Why Kenny believes shops should lean on experienced MSPs and major government cloud providers instead of trying to build everything themselves (54:43) Why MSPs need configurable CMMC solutions that actually fit small and midsize manufacturers (58:12) How to connect with Kenny and what types of shops he is interested in acquiring Resources & People Mentioned High end parts, high end capability, and high end capability with DN Solutions  Your buyers have technical questions. Navu delivers reliable, accurate answers. Learn more at Navu.co/MakingChips Why you need to join us at IMTS 2026! Connect with Kenny Williams Native Aerospace and defense Kenny@NativeAeroDef.com Connect with Kenny on LinkedIn Connect With Machine Shop Mastery The website LinkedIn YouTube Instagram Subscribe to Machine Shop Mastery on Apple, Spotify

In this episode, Theresa Meadows, CIO, symplr, discusses how healthcare leaders can cut through technology hype by aligning people, process, and technology to drive sustainable operations. She also shares insights on application rationalization, AI readiness, clinician engagement, and reducing administrative burden through smarter automation.This episode is sponsored by symplr.

Greg is CIO at Man Group, Head of the Americas, and lead PM for the firm's flagship multi‑strategy fund, overseeing $228B in AUM (as of 3/31/26). He shares how Man Group pursues alpha at scale by fostering collaboration across systematic and discretionary teams, using AI as a connective tissue between human judgment and quantitative rigor, and designing a culture that preserves independent thinking.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

Kieran Osborne, CIO at Mission Wealth, breaks down a volatile market backdrop, pointing to resilient U.S. labor and consumer trends alongside persistent inflation risks. He says the Fed is likely on hold despite rate hike expectations, while noting healthier market breadth as valuations compress beyond mega-cap tech. Osborne also highlights private equity and alternative assets as potential return drivers over public equities' projected single-digit growth.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Explore Insigneo's Weekly Tuesday Morning Podcast for the latest market and economic updates by our CIO, Ahmed Riesgo.

Barry Schwartz, president & CIO at Baskin Wealth Management, shares his outlook on North American Large Cap Stocks.

Paulo Passoni, Managing Partner at Valor Capital, and Olga Maslikhova sit down with their first-ever TJC Debrief guest — Ivana Delevska, Founder and CIO of Spear Invest and Portfolio Manager of the Spear Alpha ETF (SPRX, Nasdaq), one of the best-performing actively managed AI ETFs. Ivana spent a decade at Tiger Management, Millennium, and Citadel before founding Spear, where she now runs over $100M in AUM as a one-person fund augmented by AI. This is the June 2026 edition of TJC Debrief — a monthly show covering tech, venture, and capital markets through a global lens.We cover where $1 of AI spend actually goes — 50% to compute, 15–20% to networking, 15% to power and physical build-out — and why networking is the most under-the-radar layer of the value chain, why behind-the-meter power and former Bitcoin mining sites (Applied Digital) are the most overlooked plays in AI infrastructure, why Latin America could become a serious data center alternative to the US given cheaper electricity and faster permits, why hyperscaler-backed offtake deals are solving the cost-of-capital problem for data center build-outs, the SpaceX IPO at $1.77 trillion and 60x forward revenue with only 15% growth — and why Paulo thinks the employee lockup wall is the biggest risk, why Anthropic at ~$1T with $15B revenue scaling to $200B in 2027 is the more reasonable bet on a 12-month horizon while SpaceX is the better 10-year hold, why the application layer is where the next wave of billion-dollar revenue companies will emerge — using Higgsfield as a case study going from $0 to nearly $500M in revenue in one year by orchestrating 30 video models, why speed and revenue per employee ($1–10M is the new bar) are the only real moats left in software, why Elon is the "king of hardware" and what the EPC contractor insourcing playbook actually looks like, why community is the anti-AI moat — from independent watchmaker collector groups to Corgi's coffee shop in Silicon Valley, why the air pocket of AI demand is the real risk to watch (token prices are the early signal), and why wealth concentration from the AI boom is the biggest macro risk of all — and what forced-savings products and intelligent wealth transfer mechanisms could prevent it.Subscribe to The J Curve Insider newsletter for deeper insights and follow Olga on LinkedIn and Instagram.

Phil Le-Brun: The Octopus Organization Phil Le-Brun is an executive in residence at Amazon Web Services and a former corporate VP and international CIO at the McDonald's Corporation. He is a sought-after speaker and has been featured in Harvard Business Review, The Wall Street Journal, and The Guardian. He is the co-author with Jana Werner of The Octopus Organization: A Guide to Thriving in a World of Continuous Transformation (Amazon, Bookshop)*. Most of us have gone through some version of a reorg. A lot of leaders have also implemented their own reorgs. Sometimes they work. Many times, they don't. In this conversation, Phil and I discuss what goes wrong with reorgs and how we can do better. Key Points Organizations traditionally looked like the tin man from The Wizard of Oz: perfectly planned, many interchangeable parts, not flexible. An octopus organization adapts, works independently to serve the larger whole, and is innately curious. A reorg that starts with an org chart misses the complex organic connections you are unlikely to fully understand. Prioritize structural stability while building internal flexibility. Nurture the complex informal human networks that deliver value. Be honest about objectives and communicate a reorg early. Engage people by starting with smaller-scale change. Clarify the problem to be solved instead of the structural “answer.” Resources Mentioned The Octopus Organization: A Guide to Thriving in a World of Continuous Transformation by Phil Le-Brun and Jana Werner (Amazon, Bookshop)* Interview Notes Download my interview notes in PDF format (free membership required). Related Episodes How to Get the Ideal Team Player, with Patrick Lencioni (episode 301) How to Approach a Reorg, with Claire Hughes Johnson (episode 621) How to Help Employees Handle Tough Moments, with Anthony Klotz (episode 777) Discover More Activate your free membership for full access to the entire library of interviews since 2011, searchable by topic. To accelerate your learning, uncover more inside Coaching for Leaders Plus.

Rajiv Jain is the Chairman and CIO of GQG Partners, a global equity manager he founded in 2016 that has soared to $160 billion in assets, rebuffing the challenging decade for active managers.    Our conversation covers Rajiv's path from trading in India to his long tenure at Vontobel and founding of GQG. We discuss the periodic crisis lessons that shaped his approach, his definition of quality, team dynamics, and portfolio construction to avoid losses. We then turn to Rajiv's contrarian views, including current significant positions in energy, utilities, steel, tobacco, and emerging markets, avoidance of hyperscalers and semiconductors, and nimbleness to change his mind.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

In this episode, Rajiv Pramanik, MD, CIO and CHIO at Contra Costa Health, joins the podcast to discuss leveraging automation and technology to drive cost efficiencies across healthcare operations. He shares insights on navigating regulatory changes, establishing effective governance structures, and aligning IT strategy with organizational goals in an increasingly complex healthcare environment.

In this episode, Brian Lancaster, VP/CIO of Information Systems at Children's Mercy Kansas City, joins the podcast to discuss building effective AI governance processes and measuring success as organizations adopt new technologies. He shares how innovation is improving operational efficiency and explores how healthcare leaders are reshaping the “front door” of healthcare to expand access and create a more seamless patient experience.

How do you apply AI to one of the world’s most perishable supply chains? In this episode of Technovation, host Peter High speaks with Sankar Chinnathambi, CIO of Driscoll’s, the world’s largest berry company. With operations spanning more than 30 growing regions and products sold in approximately 60 countries, Driscoll’s faces a unique challenge: moving billions of berries from harvest to consumers while preserving freshness and quality. Sankar discusses how Driscoll’s is using AI, predictive analytics, and digital platforms to improve grower collaboration, supply forecasting, pricing optimization, and supply chain visibility. He also shares the company’s broader modernization strategy, including ERP transformation, BerryGPT, and technology initiatives designed to accelerate innovation while supporting growth, sustainability, and resilience. Key discussion topics include: Building an AI-powered digital agronomist Modernizing forecasting in a supply-constrained business Creating a global digital backbone with Oracle Fusion Using real-time monitoring to preserve product quality Accelerating agricultural innovation through technology This episode is presented by Celonis — Give AI the context it needs. Learn more at celonis.com

What really drives lending cycles, and why do they always seem to end the same way? Lance Roberts and RealFin Capital founder, David Zugheri, break down how credit is created, why risk builds beneath the surface, and what happens when underwriting standards begin to loosen. From the origins of the RTC to today's lending environment, we explore the structural forces that shape booms, busts, and the transfer of wealth across the economy. We also dig into the evolution of housing, the growing risks in multi-family real estate, and the unintended consequences of regulation on credit availability. Through the RealFin story and real-world experience in esoteric lending, we highlight what separates success from failure in volatile cycles, how liquidity disappears when it's needed most, and why being battle-tested matters. If you want to understand why there's rarely a "soft landing" in lending—and what that means for investors and business owners—this episode connects the dots. 0:00 - INTRO 2:11 - Building a Business During Business Cycles 5:35 - How We Got the RTC 7:16 - Risk is like Stretching 9:22 - The Beginning of the End 12:15 - The Two-trick Pony: Lower Rates or Loosen Underwriting 13:39 - There's no such thing as a soft landing in lending 14:06 - We loan money into existence 15:13 - Lending, Borrowing, & Redistribution of Wealth 19:54 - Capitalism is Not Broken 21:31 - Dodd Frank Killed the American Spirit 24:13 - The Different Flavors of Lending (Ass National Bank) 26:08 - It has Always Been Expensive to Buy a House 29:00 - When Asset Prices Get Out of Control 30:52 - The Evolution of the Housing Market, Problems in Multi-family Real Estate 32:09 - The RealFin Story - Esoteric Lending 34:33 - Regulation-induced Lending Restrictions 36:51 - The Difference Between Success & Failure in a Business 39:56 - When You Get Yourself in Trouble... 40:58 - The RealFin REIT - We eat our own dog food 44:43 - Being Battle-tested 46:01 - The Liquidity Issue 50:17 - Getting in Touch w RealFin 52:48 - The Most Powerful Force in the World 57:54 - Mistakes We've Made Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's video of this show here: https://youtube.com/live/tf2oAMpTArA ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- 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/ #LendingCycle #RealEstateRisk #CreditMarkets #HousingMarket #FinancialSystem

In this episode, ⁠Adam Torres⁠ interviews ⁠Rafael Fritsch⁠, CIO of Root Capital. Rafael shares insights on Brazil's private credit market, discusses how high interest rates are reshaping financing opportunities, and explains how Root Capital provides long-term capital to companies navigating financial stress while seeking attractive risk-adjusted returns. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

President Donald Trump on Friday signed out a new artificial intelligence national security memorandum that the White House says establishes “a new framework to put the most advanced, secure, and reliable AI systems into the hands of America's warfighters and intelligence professionals while ensuring their responsible use.” The memo rescinds the Biden administration's National Security Memorandum-25 from October 2024 that similarly set governance for the use and safety of Artificial Intelligence (AI) in national security and intelligence systems. The new guidance sets policies driving four key actions around AI in the national security space. The Department of the Air Force has tapped Ashley Devoto — a veteran and cybersecurity expert — as its new chief information officer, the department announced Thursday. Devoto enters the role after the department has been without a permanent CIO for over a year following the departure of Venice Goodwine in March 2025. With a decades-long career in cybersecurity fields, Devoto will now oversee the Air and Space Forces' modernization and sustainment efforts for information technology and more. As CIO, she will lead the department's enterprise information technology, data and artificial intelligence, cybersecurity, and defense business systems portfolios and steward approximately $17 billion in technology investments that enable the missions of more than 800,000 Airmen, Guardians, civilians, and contractors worldwide. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

Jeff Mortimer, CIO of Elyxium, breaks down recent market volatility, tying the sell-off to strong labor data, geopolitical tensions, and rising oil prices. He urges investors to rebalance, take profits, and rotate into lagging areas. He also highlights election cycle seasonality and the role of oil in shaping inflation and Fed policy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode, Adam Torres interviews Rafael Fritsch, CIO of Root Capital. Rafael shares insights on Brazil's private credit market, discusses how high interest rates are reshaping financing opportunities, and explains how Root Capital provides long-term capital to companies navigating financial stress while seeking attractive risk-adjusted returns. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Data is everywhere in manufacturing. Competitive advantage comes from turning it into action, where the work happens.In this episode of the Auto Supply Chain Champions Podcast, Jan Griffiths and Tom Roberts sit down with Tom Luttrell, CIO of CSP, to discuss what it takes to modernize technology inside an automotive manufacturing company and why the future belongs to companies that move beyond systems of record and embrace systems of action.With more than three decades of experience leading technology transformations across automotive manufacturing, Tom shares how he approached his first year at CSP by listening first, understanding business problems before technology solutions, and building a roadmap centered on simplification, automation, and employee empowerment.The conversation explores the realities of disconnected systems, fragmented workflows, and siloed data that slow execution across manufacturing organizations. Tom explains why modern ERP platforms, AI-powered workflows, and agentic technologies can place critical information directly in the hands of maintenance technicians, operators, and frontline teams when they need it most.Rather than focusing on technology for technology's sake, Tom emphasizes a people-first approach. Success comes from making employees' jobs easier, reducing friction, improving decision-making, and creating tools that respect human expertise while accelerating action.In the latter part of the episode, QAD's Tom Roberts reflects on the shift from systems of record to systems of action, the role AI plays in uncovering the "why" behind operational issues, and why technology leaders must communicate in business terms rather than technical language.Themes Discussed in This EpisodeWhy manufacturing leaders must move from systems of record to systems of actionBuilding a data-first culture that drives execution, not just visibilityModernizing legacy technology without disrupting the businessUsing Agentic AI to put knowledge in the hands of frontline teamsEmpowering maintenance technicians and operators with real-time decision supportMaking manufacturing execution systems work for the people doing the workDesigning technology around human behavior and user adoptionEliminating friction between data, decisions, and actionBalancing cybersecurity, productivity, and business outcomesLeading enterprise transformation through trust, relationships, and business alignmentThis podcast is powered by QAD RedZone.Featured GuestName: Tom LuttrellTitle: Chief Information Officer at CSPAbout: Tom is Chief Information Officer at CSP, bringing more than 30 years of experience leading digital transformation, ERP modernization, cybersecurity, and business growth initiatives across the automotive and manufacturing industries. Prior to joining CSP, he held CIO leadership roles at RealTruck, Shiloh Industries, and Masco Cabinetry, where he led large-scale global technology transformations, ERP integrations, and operational improvement initiatives. He holds degrees in Computer Information Systems and Business Administration and continues to advance his expertise in cybersecurity and risk management.Connect: LinkedInAbout Your HostsJan GriffithsJan is the host and producer of the Auto Supply Chain Champions Podcast and The Automotive Leaders Podcast. A former automotive manufacturing and supply chain executive, Jan is recognized as a Champion for Culture Change in the automotive industry. She brings direct, grounded conversations to leaders navigating execution, disruption, and transformation across the global automotive ecosystem.Tom Roberts (Co-host)Tom is Co-host of the Auto Supply Chain Champions Podcast and Vice President of Strategic Industry Development at QAD. He works closely with automotive and industrial manufacturers to close the gap between insight and execution, helping leaders move from visibility to systems of action that drive real operational outcomes.Episode Highlights[02:17] Building a Data-First Culture: Tom explains his mission at CSP: modernize the technology foundation, create a data-first culture, and make it measurably easier for employees to do their jobs.[03:23] Listen Before You Lead: Technology transformation begins with understanding the business. Tom spent his first ninety days assessing systems, processes, talent, and trust before making changes.[06:40] From Systems of Record to Systems of Action: Traditional ERP systems capture transactions. Modern systems sense issues, trigger action, and help teams respond in real time before problems escalate.[08:30] AI for the Frontline: Instead of searching through hundreds of documents, maintenance technicians could use AI-powered tools to instantly access answers and solve problems faster.[10:46] The Point of Impact: The greatest value comes when critical information reaches the person closest to the problem, enabling faster decisions and better quality outcomes.[12:18] Reimagining the Shop Floor Experience: Tom outlines his vision for manufacturing execution systems that provide real-time visibility, automate routine transactions, and simplify work for operators.[13:46] Technology That Works for People: Whether through automation, scanning, image recognition, or AI-driven workflows, technology should remove friction rather than create it.[15:39] Speaking the Language of Business: One of Tom's biggest leadership lessons was learning to frame technology initiatives around business outcomes, not technical specifications.[17:42] Cybersecurity Without Creating Friction: Security matters, but successful technology leaders balance risk mitigation with maintaining productivity and enabling business operations.[21:08] The Power of Systems of Action: Tom Roberts explains how AI can move organizations beyond reporting what happened toward understanding why it happened and what action should happen next.Top Quotes[02:52] Tom Luttrell: “ The reason why I came in was to modernize our technology foundation for the company and to build a data-first culture, and to make it measurably easier for our employees to get their jobs done.”[10:55] Tom Luttrell: "You're putting the information in the hands of what I would call the point of impact, which would be the maintenance tech at that specific press looking at that specific problem."[16:20] Tom Luttrell: “ You have to primarily come at things from what problem are you trying to solve from a business perspective.”Follow the Auto Supply Chain Champions Podcast for real conversations with leaders who are making hard choices, focusing their bets, and leading with intent.

In this episode, Brian Lancaster, VP/CIO of Information Systems at Children's Mercy Kansas City, joins the podcast to discuss building effective AI governance processes and measuring success as organizations adopt new technologies. He shares how innovation is improving operational efficiency and explores how healthcare leaders are reshaping the “front door” of healthcare to expand access and create a more seamless patient experience.

Mike Caldwell sits down with Scott Bess, President of the Indiana Charter Innovation Center and a member of the Indiana State Board of Education, for a wide-ranging conversation about what's broken in K-12 education — and what's actually being done to fix it. Scott shares his winding path from classroom teacher to CIO at Goodwill Industries to education innovator, including the founding of the Excel Centers: a now-nationwide network of 60+ charter schools helping adults without diplomas earn credentials and transform their economic trajectories. Scott argues passionately for blowing up discrete subject areas, seat-time requirements, and the Carnegie Unit, while making the case for micro schools as a scalable, flexible alternative to traditional schooling. He also shares an exciting — and underutilized — vision for AI in education: not as a tutor for students, but as an operating system that maximizes teacher impact by matching kids to instruction exactly when they need it. The episode wraps with a look at Indiana's systematic approach to education reform — streamlining standards, redesigning the diploma, and aligning the legislature, governor's office, and state board around a shared agenda — as a model for what's possible when the right people are in lockstep. We're proud to be sponsored by IXL. IXL's comprehensive teaching and learning platform for math, language arts, science, and social studies is accelerating achievement in 95 of the top 100 U.S. school districts. Loved by teachers and backed by independent research from Johns Hopkins University, IXL can help you do the following and more:Simplify and streamline technologySave teachers' timeReliably meet Tier 1 standardsImprove student performance on state assessments

Qui si parla di lavoro di base. Sapere, salute, infanzia.Cioè quei contenuti che le persone dovrebbero capire prima di valutare, inquadrare o inserire la neurodiversità in una categoria qualsiasi.Janet Braun presenta tre formati che osservano la neurodiversità con maggiore precisione: sul piano specialistico, della salute e biografico.NEURO REALITY, NEURO HEALTH e BORN OFF SCRIPT.

Geopolitical tensions, inflation shocks, and shifting market regimes are reshaping the investment landscape. Marat Molyboga and Katy Kaminski joins us to explore why managed futures have historically performed well during periods of geopolitical stress and why investors often misunderstand the role of crisis alpha in a portfolio. The conversation examines inflation driven market disruptions, diversification, short term versus long term trend following, portfolio construction, and the behavioural mistakes that prevent many investors from capturing the full benefits of trend strategies. It is a wide ranging discussion about risk, uncertainty, and adapting to a changing world.-----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 Katy on LinkedIn.Episode TimeStamps:00:00 - Introduction and welcome to the Systematic Investor series01:13 - Marat Molyboga's background and Efficient Capital's investment philosophy05:29 - World Cup excitement, soccer stories, and thoughts beyond markets11:36 - AI, market concentration, energy trends, and major macro headlines15:16 - Trend following performance review and key market drivers in 202623:36 - Understanding crisis alpha and the role of managed futures in portfolios33:24 - Diversification, portfolio construction, and avoiding investor mistakes44:08 - Geopolitical risk research and its connection to inflation53:01 - Why managed futures have historically benefited from geopolitical uncertainty59:01 - Commodities, inflation shocks, and the mechanics behind crisis alpha01:06:47 - The case for short term trend following and execution challenges01:20:31 - Final thoughts and lessons for navigating an uncertain investment landscapeCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Dr. Lev Gonick is the Enterprise Chief Information Officer at Arizona State University, where he leads technology infrastructure, AI innovation, and smart city architecture for the nation's largest public university. An academic and technology pioneer for more than three decades, Lev has been a sitting CIO for 25 years, with prior leadership at Case Western Reserve University and co-founding regional digital equity initiatives like DigitalC. In this bonus episode of DGTL Voices, Lev tells Ed about growing up in an academic family, the pivotal 1993 university sabbatical that shifted his career into online learning, and why a university's success should be measured by who it includes rather than who it excludes. He also shares insight into ASU's radical new medical school program where every future doctor also graduates with an engineering degree to navigate the upcoming AI economy. Plus: the unique strategy he uses to stay ahead of tech trends by employing 350 student "coaches," why building true human relationships matters more than titles, and how getting lost in the kitchen as an amateur chef keeps him grounded. https://marxadvisory.com

How do quantitative investors adapt when markets, technology and macro regimes are constantly changing? In this conversation, Alan Dunne sits down with George Patterson, CIO of PGIM Quant Solutions, to explore the evolution of systematic investing from the 1990s to today's AI driven landscape. They discuss regime detection, inflation risk, portfolio construction, machine learning, private markets, volatility overlays and the growing role of language models in investment research. George also shares insights from decades in quant investing, including lessons from Covid, the importance of model discipline and why communication skills matter as much as technical expertise.-----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 George on LinkedIn.Episode TimeStamps: 00:00 - Introduction to George Patterson and his journey from physics to quantitative investing03:12 - Why multidisciplinary teams matter in modern quant investing04:13 - Inside PGIM Quant Solutions and the evolution of multi asset investing06:03 - How markets and macro investing have changed since the 1990s09:12 - The future of the 60/40 portfolio and institutional portfolio construction12:11 - Private markets, liquidity challenges and institutional investor concerns13:25 - Inflation, commodities and building modern inflation hedges19:33 - Detecting macro regimes using quantitative models23:26 - The hardest part of systematic investing: trusting the process27:00 - Covid, model failures and managing regime shifts in real time30:07 - Portfolio protection, options strategies and volatility overlays32:01 - How AI and large language models are transforming quantitative research40:02 - Fiscal risks, inflation concerns and the changing rate environment44:26 - Simplicity versus complexity in quantitative model design48:05 - Why markets evolve faster today and how models must adapt51:08 - Retail investors, meme stocks and market distortions53:33 - Emerging markets and where long term opportunities may exist55:08 - The future of quant investing and the limits of AI hype57:10 - George Patterson's career advice for aspiring quantsCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer