Podcasts about CIO

The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it's transforming industries, redefining what's possible and reshaping the future. On this episode of the CEO Series, Ulrike Hoffmann-Burchardi, CIO for Global Equities within the UBS Chief Investment Office, converses with Lin Qiao, the CEO and Co-Founder of Fireworks.

O Brasil pode estar próximo de uma alternância de poder e o estrangeiro já começou a aumentar seus investimentos aqui. Nos EUA, a despeito de todo o barulho, as oportunidades seguem e o mercado acionário não está "caro".As "big techs" foram descontadas e, em alguns casos, sem motivos fundamentais. Empresas mais ligadas a consumo também parecem ser uma boa alternativa nesse momento.Ideias e reflexões de Andrew Reider, o "brasileiro-americano" fundador da WHG Asset e gestor do fundo long biased da casa, juntamente da mais nova contratação da companhia: Daniel Leichsenring, anteriormente economista-chefe da Verde e agora CIO da WHG Wealth.Passamos por todos os pontos que importam de fato nesse momento, num momento oportuno em que a principal estratégia gerida por Andrew completa 4 anos e com o melhor resultado vs o S&P 500 dos fundos globais disponíveis por aqui.Opiniões fortes e muita fluidez, aperta o play e confira!

Join us in this episode as we explore how First Fidelity Bank (FFB) is transforming its deposit growth strategy by leveraging a new digital platform. Facing competition from regional banks, neobanks, digital banks, and third-party fintechs, FFB has adopted a digital-first approach to attract new account holders. Starting with Health Savings Accounts (HSAs), FFB has seen tremendous results and is now expanding the platform to other consumer and business account channels. Join us as we discuss this successful partnership with John Symcox, CIO of FFB, and Philip Paul, CEO of Cotribute.  Send us a textPresented by Remedy ConsultingTechnology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.For more information on BankTalk:BankTalk WebsiteSubscribe to BankTalk NewsRemedy Consulting WebsiteRemedy LinkedInTo speak on the BankTalk Podcast, please email us.

Neste episódio, recebemos Sylvia Christina Sanchez, Diretora de TI e CIO, para uma conversa profunda sobre transformação digital com propósito, liderança humanizada e os caminhos reais para alinhar tecnologia ao impacto social. Sylvia traz décadas de experiência no setor, transitando entre o mundo corporativo e as iniciativas de inclusão, com uma visão que integra tecnologia, educação e valores humanos.

Este conteúdo é um trecho do nosso episódio: “#298 - Grupo Leveros: Resolvendo o digital sem perder o DNA”. Nele, Etianne Torres, CIO no Grupo Leveros, fala sobre como a importância de identificar oportunidades não convencionais no mercado pode ser a vantagem competitiva que fará a diferença. Ela também compartilha como profissionalizar parceiros externos os mantém engajados com o negócio ao mesmo tempo que geram valor ao cliente final. Ficou curioso? Então, dê o play! Links importantes: Newsletter Dúvidas? Nos mande pelo Linkedin Contato: osagilistas@dtidigital.com.br Os Agilistas é uma iniciativa da dti digital, uma empresa WPPSee omnystudio.com/listener for privacy information.

We're all drowning in data! But data is the core feature of so much decision-making now, especially when combined with AI. But are you using your data - REALLY using it - to inform your decisions? Like it or not, leaders need to be data-literate now, and know how to use data to gain insights and drive decsions.https://swiy.co/go-drowning-in-dataAre you making data-based decisions?I was speaking last week at a conference of CIOs - Chief Information Officers - from a broad range of industries and sectors all around Australia. The conference was not about their technical role - managing an organisation's data and information - but about their leadership role.But when you think about it: Aren't these two things related?Leadership requires good decision-making, and good data drive good decisions - if you do it right.The problem isn't having access to data. We all have access to more data than ever before. You might even say we're drowning in data!But data alone won't help you be a better leader - unless you can leverage that data to inform your decisions. Not to MAKE your decisions, but to inform them.Think of data-driven decisions at four levels:1. Data: Collecting, cleaning, and storing data from the world.2. Information: Combining, choosing, and communicating meaning from the data.3. Insights: Understanding what that information means in context.4. Decisions: Using those insights to inform your decisions.It's one thing to collect data – and that's a good thing, especially with AI, which gorges itself on data. But it's another level altogether when you use that data to drive and inform better decisions.This is for you, whatever your role in the organisation. You don't have to be a CIO, a CTO, Chief AI Officer, or Chief Data Officer. We need to use data to help make better decisions.For more, download my worksheet here about data-driven decisions, and use it for yourself and your team.Download the worksheet:https://swiy.co/go-drowning-in-data Hosted on Acast. See acast.com/privacy for more information.

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Ben Carlson⁠⁠⁠ are joined by Brendan Ahern, CIO at KraneShares to discuss an update on China's economy, China real estate, the AI race with China, stock picking within China, consumerism outside the US, and much more! Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠A Wealth of Common Sense⁠⁠⁠ Michael Batnick's ⁠⁠⁠The Irrelevant Investor⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠https://www.idontshop.com⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Equity markets saw big rallies after trade tensions eased over the weekend. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he's optimistic that the worst of the market trough is over.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing how to think about the recent tariff negotiations for equity markets. It's Monday, May 12th at 11:30am in New York. So, let's get after it. Over the weekend, U.S.-China trade negotiations made better than expected progress with both sides agreeing to a détente in the trade war that began just one short month ago. The main question I'm getting from investors is whether they should trust this initial agreement, and if it will eventually lead to something more sustainable? From my perspective, this misses the more important point for equity investors. To remind listeners, equity markets trade in the future. Therefore, the question to ask yourself is do you think things will be more or less uncertain in six months and will they be better or worse? The other thing to consider is that stocks trade on the second derivative, or rate of change, in growth. On that score, I believe it is likely we saw the trough rate of change in variables that tend to correlate with stock prices the most. More specifically, earnings revisions breadth showed a meaningful uptick last week for the first time this year. Some of this was driven by a pull forward in demand during the first quarter ahead of the tariff announcements that led to better than feared earnings. In addition, several leading companies posted better than expected results thanks to a weaker dollar. Importantly, the translation benefit for U.S. multinational earnings is likely to be a big earnings tailwind for the next six months. Many of the growth negative things we were worried about five months ago have played out now with Liberation Day marking the point of maximum negative sentiment and positioning. There is an adage that equity markets bottom on bad news, and I can't think of a better example of that than Liberation Day last month. Similarly, markets tend to top on good news and this weekend's better than expected outcome on trade negotiations with China could very well lead to a pause in the rally. Therefore, we would buy dips rather than chase stocks on days like today. Markets can look forward to the possibility of growth positive policy changes that still may be in front of us. Things like tax cut extensions, de-regulation and resolution of the debt ceiling and budget appropriations for the next year. Finally, with the threat of further escalation of tariff rates now diminished, the Fed can also come back into the picture with rate cuts sooner than perhaps what the Fed told us last week. While we don't know exactly how much the tariffs will impact inflation over the next year, it is likely to be front-end loaded. In fact, there is a case to be made that tariffs may hurt demand and end up being disinflationary. The Fed is likely to determine this outcome over the summer and could begin to at least signal rate cuts. Such a move will potentially lead to a more sustainable rotation towards lower quality, cyclical stocks and drive animal spirits in a way that many investors were expecting six months ago but simply jumped the gun. Bottom line, I feel more confident in our original outlook for this year for a tough first half, followed by a strong second one. This outlook was based on our view that AI capex growth was bound to decelerate this year, while policy changes were likely to be growth negative to start. Now, we can look forward to growth positive policy changes and productivity benefits from the spending on AI that has already taken place. After such a strong rally, pullbacks are inevitable but unlikely to be anything like we saw last month. So, buy the dips. Thank you for choosing to listen. Leave us a review, and let us know what you think about the podcast. If you enjoy listening to Thoughts on the Market, tell a friend or colleague about us today.

Transforming healthcare through digital innovation and AI. In this episode, Peter High speaks with Onyeka Nchege, EVP and Chief Digital and Information Officer at Novant Health, a $10B healthcare network with over 900 locations across the southeastern United States. Onyeka shares how his team is building a future-ready digital infrastructure to scale operations, improve patient care, and expand access through cloud migration, predictive analytics, and artificial intelligence. He also highlights Novant Health's Institute for Innovation and AI, explains how they embed responsible AI practices, and outlines the vision for the hospital of the future including virtual care, virtual nursing, and a data-driven approach to personalized healthcare. Onyeka also speaks to the culture he's fostering within the IT organization, his lessons from five previous CIO roles, and how the right leadership bench powers transformation. Key topics include: Creating a $30B scalable health system through cloud and EMR strategy Building AI governance through the Institute for Innovation and AI Expanding virtual care: telestroke, virtual nursing, menopause clinics Fostering IT culture, mentorship, and leadership development at scale

Vor nicht ganz zwei Jahren warnte der Vermögensverwalter der Superreichen, dass US-Aktien zu teuer sind. Im Herbst vergangenen Jahres hat Reinhard Panse angefangen, US-Quoten in den Vermögensverwaltungen abzubauen. Und jetzt? "Es macht keinen Sinn, das US-Aktien fast so teuer bewertet sind wie im Jahr 2021, die Bedingungen und Aussichten damals aber sehr gut waren und derzeit nicht", erklärt der Gründer und CIO des Family Office Finvia. Offensichtlich sind Anleger da zu blauäugig. Das gilt im Übrigen auch, wenn die Zölle komplett abgeschafft und Donald Trump nicht mehr Präsident wäre. Im Interview erklärt Reinhard Panse, warum die USA aus seiner Sicht zu teuer und die Perspektiven eher schlecht sind, welche Märkte er statt dessen favorisiert und wie es mit dem Gold-Preis weitergeht.

Como transformar digitalmente um negócio tradicional sem perder sua essência? Neste episódio, Etianne Torres, CIO do Grupo Leveros, compartilha como a empresa do setor de climatização uniu tecnologia e negócio através de uma plataforma que conecta instaladores, fornecedores e clientes finais. Ela também revela os desafios para melhorar a eficiência do fluxo de ponta a ponta e as ações para o futuro. Ficou curioso? Então, dê o play! Links importantes: Newsletter Dúvidas? Nos mande pelo Linkedin Contato: osagilistas@dtidigital.com.br Os Agilistas é uma iniciativa da dti digital, uma empresa WPPSee omnystudio.com/listener for privacy information.

In today's episode of Tech Talks Daily, I reconnect with Abnormal AI's CIO, Mike Britton, to explore one of the most pressing topics in the tech world—AI regulation and cybersecurity.  Speaking from his base near Dallas, Mike brings a pragmatic perspective shaped by decades of experience at the intersection of enterprise technology and security. As the debate around artificial intelligence evolves, we examine the growing divide between the United States and Europe on regulatory approaches and what business leaders can learn from each side. While Europe takes a more cohesive, application-based approach, the US remains fragmented, relying on state-by-state policies and sector-specific laws. Mike unpacks why this patchwork complicates global alignment and what an effective risk-based, standardized framework might look like. He argues that regulation must focus on how AI is applied, not just its scale, especially as the technology becomes embedded in everything from healthcare to email automation. We also touch on the unintended consequences of overregulation, including the risk of pushing innovation into regions with fewer safeguards. As Abnormal Security works with some of the world's largest brands, Mike offers a frontline view into how threat actors are already leveraging AI to outpace traditional defenses. His insights reinforce the need for transparency, human oversight, and "kill switches" to ensure AI remains a tool for good, not a liability. From real-world examples to strategic recommendations, Mike outlines what CIOs and CISOs need to know now. His advice is clear, grounded, and actionable, whether embracing regulatory sandboxes, staying alert to geopolitical nuances in AI models, or maintaining continuous learning in a fast-moving space. So, how do we keep innovation ethical and secure in a world where AI is moving faster than ever? And what steps should technology leaders take to avoid falling behind or losing control of the tools meant to drive progress?

Sir John Hegarty or Jon Evans? What if you had to pick between two of your closest industry friends… ..on camera?That's exactly the dilemma we threw at Orlando Wood, CIO at System1, in his Fast & The Curious.

Today Cem and Niels dissect a world quietly shifting beneath our feet.As markets hum along, Cem explains why the real story lies beneath the surface: a structural liquidity drain, a creeping stagflation that defies familiar playbooks, and a political regime shift few are pricing in. From Buffett's exit to dollar fragility, elite endowments tapping the bond market, and oil diplomacy with geopolitical undertones—this is a conversation about change in motion.But this episode doesn't stop at markets. It's about the narrative arc of societies under stress—about whether the West can summon the unity and courage to face its next great test.Insightful, urgent, and layered - this is the episode you will look back on and say: the clues were all there.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 01:17 - What has caught our attention recently?06:54 - Industry performance update08:44 - Inflation is coming - what now?16:43 - The Fed is stuck and the Trump administration is changing26:07 - If US debt defaults, what is left?29:32 - Are we experiencing the decline of the dollar?40:19 - The OPEC game43:21 - Reflecting on the conversation with Demetri Kofinas48:33 - What is courage as a society?50:49 - The West is being disunified...on purpose53:22 - Do we actually know who or what the real enemy is?58:58 - Cem's latest market forecastCopyright © 2024 –...

We asked Ben Ashby, CIO of Henderson Rowe:What next for the S&P500?What is the Eurodollars market and why does it matter?Is Trump trying to accelerate a long term rebalancing of the global economy?Where could systemic risk emerge?What countries are vulnerable in a new era for foreign policy?

Will REITs capitalize on acquiring properties in '25 before rents escalate in '26? How are REITs performing and how might you work with them? Join broker Michael Bull as he interviews David Auerbach, CIO with Hoya Capital about the market and REITs today.

Legislation to create a framework for payment stablecoins failed to clear a key hurdle on the Senate floor Thursday, after several Democrats voted against moving forward with consideration of the bill.~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRONGuest: Samir Kerbage, CIO at HashdexHashdex website➜ https://www.hashdex.com/en-KY/products/hdexbh00:00 intro00:17 Sponsor: Coinbase00:40 Democrats vs Stablecoin Bill01:40 Elizabeth Warren Recruits Dems with FUD02:25 Will Bill Fail?04:03 Michael Saylor on Currency Potential04:36 US Currency Boom06:29 Institutional Adoption07:37 Anti-Crypto Army Brainwashes Bernie Sanders09:36 Robinhood Needed Stablecoins10:37 Stablecoins Helps Capital Markets12:52 Interest Bearing Stablecoins14:15 Stablecoin Winners16:10 XRP ETF18:10 Biggest Winner of Stablecoin Bill: Ethereum20:00 outro#Crypto #Ethereum #XRP~Anti-Crypto Army vs Stablecoin Bill!!!

Amid the buzz of the AWS Summit in London, I sat down with Eiso Kant, the CTO and Co-Founder of Poolside, to explore how his team is reshaping the future of software development through AI. This conversation was recorded right on the show floor inside a surprisingly sleek podcast booth at the ExCel, where Eiso unpacked what sets Poolside apart in a space many claim to be in but few truly build for. Poolside is not just another AI company. It's one of a handful globally that is actually training foundation models from the ground up. While most firms are chasing general-purpose AI, Poolside has chosen a different path. They focus solely on empowering software developers inside high-consequence environments, such as banking, defense, and major global retailers. These are systems where precision and security matter, and where AI can drive measurable gains in productivity and reliability. What struck me during this discussion is how deliberately Poolside has been built for enterprise use from the start. Their model doesn't just live in the cloud. It is designed to live within the customer's own infrastructure, whether that's in their private AWS environment or even on-prem. This focus on data privacy, security, and customizability is helping Poolside win trust where it counts most. And the partnership with AWS takes this a step further, making it easier for enterprises to deploy Poolside's AI within existing cloud frameworks while meeting strict governance requirements. Eiso explained that Poolside doesn't just throw larger models at problems. Instead, they use reinforcement learning from code execution, training on millions of real codebases and test suites. This approach helps the model go beyond autocomplete and simple bug fixes. It's now stepping into longer, more complex tasks, nudging us closer to a future where AI could serve as a true teammate for software engineers. We also tackled one of the most important discussions in AI today: whether this is a cost-cutting tool or a productivity multiplier. Eiso didn't dodge the nuance. While some may use AI to reduce headcount, Poolside's focus is on enabling companies to build more, ship faster, and innovate with greater speed. That shift is not about replacing people. It's about creating leverage for development teams under pressure to deliver more in less time. If you're a CTO, CIO, or engineering leader, this episode is packed with practical insights. Whether it's understanding the ROI of AI-assisted development, the importance of retaining control of your own models, or how to think about enterprise-grade security in the age of LLMs, there's a lot here to digest. So how should we really be thinking about AI in the enterprise? Is it a partner, a tool, or the beginning of an entirely new workforce paradigm? Tune in to find out.

On this episode of Technically Leadership, we’re joined by Aleksandra Lemańska to learn about the Process Communication Model (PCM), a framework for enhancing communication. Alex calls PCM an algorithm for people, and it can be useful for improving interactions with engineers and technical folks operating in high-stress environments. We talk about how PCM works, understanding... Read more »

On this episode of Technically Leadership, we’re joined by Aleksandra Lemańska to learn about the Process Communication Model (PCM), a framework for enhancing communication. Alex calls PCM an algorithm for people, and it can be useful for improving interactions with engineers and technical folks operating in high-stress environments. We talk about how PCM works, understanding... Read more »

The Federal Reserve kept its stance firmly hawkish at their latest FOMC meeting — but what does that mean for stocks, bonds, and the economy? Lance Roberts & Michael Lebowitz break down the Fed's latest interest rate decision, Jerome Powell's comments, and the immediate market reaction, covering key sectors impacted, investor sentiment shifts, and the Fed's outlook for inflation, growth, and monetary policy going forward. Lance and Michael discuss why Fed Head Jerome Powell was surprised by the Trump Tariffs, the relative strength of the dollar, and how the economy is "normalizing" with "higher" interest rates. Lance and Michael also discuss the merits of Ai with Apple & Google, and the multiplier effect artificial intelligence will produce for supporting industries; the importance of identifying and investing in companies poised for generating earnings growth. Don't miss this critical update as the Fed's tough tone shapes the path ahead for portfolios and financial markets. SEG-1: Fed Day Snoozer; Earnings Season Wraps SEG-2: Why It's Okay to Run a Trade Deficit SEG-3: The Economy is Actually Normalizing SEG-4a: Apple vs Google-Ai SEG-4b: Investing in Companies Generating Earnings Growth Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=O9m45eTIyu0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1------- Articles mentioned in this report: "The Storm Before The Calm" https://realinvestmentadvice.com/resources/blog/the-storm-before-the-calm/ “Curb Your Enthusiasm” In 2025 https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ "Resistance Is Futile” – For Both Bulls And Bears" https://realinvestmentadvice.com/resources/blog/resistance-is-futile-for-both-bulls-and-bears/ "Economic Decline Gains Momentum" https://realinvestmentadvice.com/resources/blog/economic-decline-gains-momentum/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Can the Market Continue to Build?" is here: https://www.youtube.com/watch?v=e00bUJpRZZc ------- Our previous show is here: "China Blinks" https://www.youtube.com/watch?v=cn7-AOMEbKY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=5s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketConsolidation #20DMA #50DMA #200DMA #FederalReserve #InterestRate #HawkishFed #InvestingOpportunity FederalReserve #FOMC #InterestRates #MarketUpdate #HigherForLonger #SmartInvesting #FinancialAdvice #StockMarket #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #FedDay #FOMC #InterestRates #FederalReserve #ChinaBlinks #ChinaTariffs #TradeWar #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

The Federal Reserve kept its stance firmly hawkish at their latest FOMC meeting — but what does that mean for stocks, bonds, and the economy? Lance Roberts & Michael Lebowitz break down the Fed's latest interest rate decision, Jerome Powell's comments, and the immediate market reaction, covering key sectors impacted, investor sentiment shifts, and the Fed's outlook for inflation, growth, and monetary policy going forward. Lance and Michael discuss why Fed Head Jerome Powell was surprised by the Trump Tariffs, the relative strength of the dollar, and how the economy is "normalizing" with "higher" interest rates. Lance and Michael also discuss the merits of Ai with Apple & Google, and the multiplier effect artificial intelligence will produce for supporting industries; the importance of identifying and investing in companies poised for generating earnings growth. Don't miss this critical update as the Fed's tough tone shapes the path ahead for portfolios and financial markets. SEG-1: Fed Day Snoozer; Earnings Season Wraps SEG-2: Why It's Okay to Run a Trade Deficit SEG-3: The Economy is Actually Normalizing SEG-4a: Apple vs Google-Ai SEG-4b: Investing in Companies Generating Earnings Growth Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=O9m45eTIyu0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1------- Articles mentioned in this report: "The Storm Before The Calm" https://realinvestmentadvice.com/resources/blog/the-storm-before-the-calm/ “Curb Your Enthusiasm” In 2025 https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ "Resistance Is Futile” – For Both Bulls And Bears" https://realinvestmentadvice.com/resources/blog/resistance-is-futile-for-both-bulls-and-bears/ "Economic Decline Gains Momentum" https://realinvestmentadvice.com/resources/blog/economic-decline-gains-momentum/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Can the Market Continue to Build?" is here:  https://www.youtube.com/watch?v=e00bUJpRZZc ------- Our previous show is here: "China Blinks" https://www.youtube.com/watch?v=cn7-AOMEbKY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=5s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/  ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketConsolidation #20DMA #50DMA #200DMA #FederalReserve #InterestRate #HawkishFed #InvestingOpportunity FederalReserve #FOMC #InterestRates #MarketUpdate #HigherForLonger #SmartInvesting #FinancialAdvice #StockMarket #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #FedDay #FOMC #InterestRates #FederalReserve #ChinaBlinks #ChinaTariffs #TradeWar #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

Markets initially responded with disappointment to the Fed holding firm on interest rates, but did pull out a positive day by the end of Wednesday's session. Markets again bounced off support at the 50-DMA, testing and holding that level twice in the past few days. Markets are building support at the same time the 20-DMA is catching up to the 50-DMA, building a double layer of support just below where stocks are trading. Professional traders are currently under-weight or equally-weighted exposure to equities, which gives a lot of potential buying power entering the market. Markets are now building a nice consolidation range, and if they can break above resistance at the 200-DMA, will clear the way for markets to move higher. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=e00bUJpRZZc ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- REGISTER FOR OUR NEXT CANDID COFFEE (6/28/25) HERE: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketConsolidation #20DMA #50DMA #200DMA #FederalReserve #InterestRate #HawkishFed #InvestingOpportunity #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #MarketNormalization #InvestingAdvice #Money #Investing

May 8, 2025: Dr. Susan Ibanez, CIO of Southeast Georgia Health System, discusses the challenges and opportunities of being the organization's first-ever CIO at her health system. What does it look like to build the CIO role from the ground up? How do you balance addressing technical debt while simultaneously driving digital transformation at a smaller health system? Ibanez also offers valuable insights on the importance of professional certifications, networking, and the evolving role of the modern CIO—no longer just a tech job, but requires business acumen, strategic vision, and financial expertise. Key Points: 06:18 Community and Regional Challenges 10:25 Addressing Technical Debt and Cloud Strategies 15:29 Disaster Recovery and Business Continuity 18:34 AI and Future Technologies 21:24 Professional Development and Certifications 24:14 Advice for Aspiring CIOs X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer

Eric Johnson, CIO at PagerDuty, shares why today's most impactful CIOs are evolving into strategic business leaders. He explains how AI is driving a fundamental shift in how IT organizations operate—moving from reactive support functions to proactive, value-creating business enablers.About the Guest: Eric Johnson is the Chief Information Officer at PagerDuty, responsible for PagerDuty's critical IT infrastructure, data management and enterprise systems. Prior to joining PagerDuty, he was the CIO at SurveyMonkey, DocuSign and Talend. Before that, Eric spent 12 years at Informatica driving the information technology vision and strategy as the company scaled to a modern SaaS architecture. He is an active advisor and board member to several early-stage companies and a regular contributor to IT thought leadership.Timestamps:*(05:20) -  Embrace shadow IT and AI tools*(18:40) -  Changing role of the CIO*(30:00) -  Security and cybersecurity awareness*(33:35) -   Future of automation and AIGuest Highlights:“In the CIO org, they need to be business experts as much as the partners that they work with… because AI and the use of it and finding those high value use cases, it's gonna take folks in the CIO org to be a lot more knowledgeable about how the company operates and processes.”“Obviously, certain roles are going to change much more than others, but I think across the board, roles are going to change.”“As these changes come, how do you reorient the organization—the humans in the organization—to be able to find that higher value work?”Get Connected:Eric Johnson on LinkedInIan Faison on LinkedInResources:Learn more about PagerDuty: www.pagerduty.comHungry for more tech talk? Check out these past episodes:Ep 59 - CIO Leadership in AI Security and InnovationEp 58 - AI-Driven Workplace TransformationEp 57 - The CIO Roadmap to Executive LeadershipLearn more about Caspian Studios: caspianstudios.comCan't get enough AI? Check out The New Automation Mindset Podcast for more in-depth conversations about strategies leadership in AI, automation, and orchestration. Brought to you by the automation experts at Workato. Start Listening: www.workato.com/podcast

The Future Of Biotech IT: AI, Cybersecurity & Low-Code Platforms | Steve Eichorn #biotech #aiinbiotech #cybersecurityHow is AI transforming the future of biotech today, not just in labs but in IT departments too? Please visit our website to get more information: https://swangroup.net/In this episode, I sit down with Steve Eichorn, CIO of Cytiva, to explore how artificial intelligence, cybersecurity, and low-code platforms are reshaping biotech from the inside out. Specifically, this episode highlights the following themes:✅ How AI is improving biotech operations and clinical processes✅ The growing importance of cybersecurity in an AI-driven world✅ Why low-code development is shaping the future of IT and business collaborationSteve shares his unique journey from finance to leading global IT and explains how AI is accelerating drug development, why low-code tools are changing how teams build solutions, and how security is now a core part of innovation. We also talk about how tech leaders are breaking down data silos, building more collaborative cultures, and preparing for the digital future of healthcare.If you're in biotech, tech, or healthcare, this conversation is full of insights you won't want to miss.Links from this episode:✅ Get to know more about Steven Swan: https://www.linkedin.com/in/swangroup ✅ Get to know more about Steve Eichorn: https://www.linkedin.com/in/steve-eichorn-he-his-him-68b8105

What if the biggest risk in markets today isn't volatility, inflation, or geopolitics - but the stories we believe to be true? In this unfiltered and thought-provoking episode, Demetri Kofinas joins Cem Karsan and Niels Kaastrup-Larsen for a piercing conversation that challenges how we process information, construct narratives, and make decisions in uncertain environments. This isn't about market forecasts - it's about how easily our thinking can be hijacked. From the corrosive incentives of financial media to the quiet ways conviction becomes cognitive quicksand, Demetri argues that investors today are drowning not in data, but distortion - misled by institutions built to entertain, not enlighten. Yet this episode is more than critique. It offers a path forward - one grounded in introspection, discomfort, and the discipline of intellectual honesty. For anyone managing capital - or simply trying to see clearly in a noisy world—this is a conversation that may shift not just your positions, but your perspective. Because the greatest edge in markets isn't a model. It's clarity when others are lost in the fog.-----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 Demetri on X.Episode TimeStamps: 03:21 - Introduction to Demetri Kofinas04:39 - The era of financial nihilism11:44 - The birth of a radical optimism?20:10 - The risk of not heeding the call26:16 - The dark side of smoothing the business cycle29:14...

The Federal Reserve Open Market Committee meeting concludes this afternoon; expect some volatility. As the U.S. pushes forward with new tariffs and a tougher trade stance, China appears to blink — signaling potential cracks in its economic armor. Lance Roberts and Danny Ratliff dive into the latest developments in the U.S.–China trade conflict, why China is making strategic concessions, and what it means for global markets, supply chains, and future negotiations. Danny reviews his trip to South Africa, and they discuss the possible impact of AI on employment; market dynamics are being pulled by two forces: older, more bearish investors, and youthful, more bullish types; dealing with investor exhaustion. The first fallout from the GLP-1 craze is Weight Watchers' bankruptcy; health = wealth. SEG-1: Fed Day Preview - China Blinks SEG-2a: Speaking Like Alpha's & Danny's Travelogue SEG-2b: China Returns to the Table SEG-3a: What Is Overall Impact of AI? SEG-3b: Market Dynamics - Where Are Investors Going? SEG-4: GLP-1 Fallout - Weight Watchers' Bankruptcy Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=cn7-AOMEbKY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: “Curb Your Enthusiasm” In 2025 https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ "Resistance Is Futile” – For Both Bulls And Bears" https://realinvestmentadvice.com/resources/blog/resistance-is-futile-for-both-bulls-and-bears/ "Economic Decline Gains Momentum" https://realinvestmentadvice.com/resources/blog/economic-decline-gains-momentum/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Shallow Pullbacks Still Spell Opportunity" is here: https://www.youtube.com/watch?v=rqKH5pCCtr8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "No Free Lunch: The Hidden Costs of 'Free' Investment Advice" https://www.youtube.com/watch?v=-dNIEwh8Coc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- 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/ #MarketSellOff #20DMA #50DMW #200DMA #InvestingOpportunity #FinancialAdvice #SmartInvesting #StockMarket #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #FedDay #FOMC #InterestRates #FederalReserve #ChinaBlinks #ChinaTariffs #TradeWar #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

The Federal Reserve Open Market Committee meeting concludes this afternoon; expect some volatility. As the U.S. pushes forward with new tariffs and a tougher trade stance, China appears to blink — signaling potential cracks in its economic armor. Lance Roberts and Danny Ratliff dive into the latest developments in the U.S.–China trade conflict, why China is making strategic concessions, and what it means for global markets, supply chains, and future negotiations. Danny reviews his trip to South Africa, and they discuss the possible impact of AI on employment; market dynamics are being pulled by two forces: older, more bearish investors, and youthful, more bullish types; dealing with investor exhaustion. The first fallout from the GLP-1 craze is Weight Watchers' bankruptcy; health = wealth. SEG-1: Fed Day Preview - China Blinks SEG-2a: Speaking Like Alpha's & Danny's Travelogue SEG-2b: China Returns to the Table SEG-3a: What Is Overall Impact of AI? SEG-3b: Market Dynamics - Where Are Investors Going? SEG-4: GLP-1 Fallout - Weight Watchers' Bankruptcy Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=cn7-AOMEbKY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: “Curb Your Enthusiasm” In 2025 https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ "Resistance Is Futile” – For Both Bulls And Bears" https://realinvestmentadvice.com/resources/blog/resistance-is-futile-for-both-bulls-and-bears/ "Economic Decline Gains Momentum" https://realinvestmentadvice.com/resources/blog/economic-decline-gains-momentum/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Shallow Pullbacks Still Spell Opportunity" is here:  https://www.youtube.com/watch?v=rqKH5pCCtr8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "No Free Lunch: The Hidden Costs of 'Free' Investment Advice" https://www.youtube.com/watch?v=-dNIEwh8Coc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/  ------- 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/ #MarketSellOff #20DMA #50DMW #200DMA #InvestingOpportunity  #FinancialAdvice #SmartInvesting #StockMarket #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #FedDay #FOMC #InterestRates #FederalReserve #ChinaBlinks #ChinaTariffs #TradeWar #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

Garrett Zdolshek, CIO and portfolio manager at Accordant Investments, offers his perspectives on the Trump administration's proposed tariff regime, as well as the Federal Reserve's decision to hold steady on interest rates. (05/2025)

Garrett Zdolshek, CIO and portfolio manager at Accordant Investments, offers his perspectives on the Trump administration's proposed tariff regime, as well as the Federal Reserve's decision to hold steady on interest rates. (05/2025)

Are crypto ETFs set to reshape the investing landscape? Join us on The Defiant as we dive deep into the future of crypto assets, the evolving regulatory environment, and the rise of index-based investing. Matt Hougan, CIO of Bitwise, shares his expert insights on what these changes mean for investors and how crypto ETFs could revolutionize access to digital assets. Chapters:00:00 The Defiant Intro00:10 Why tariffs could be bullish for Bitcoin 00:41 Intro to Matt Hougan, CIO of Bitwise01:35 The impact of U.S. interest rates on crypto markets 04:00 Tariffs and their effects on crypto08:24 How USD fluctuations affect global crypto trends 10:15 Investor reactions to a weaker dollar11:58 Bitcoin as a hedge against volatility14:58 The role of traditional investors in driving Bitcoin's price 20:54 Regulatory insights and which assets stand to gain 22:10 Crypto ETFs24:50 What sets Bitwise apart in the crowded ETF space 26:52 The rise (and slow start) of Ethereum ETFs29:00 How will ETH staking play into demand?30:21 How will an ETH staking fund be structured?32:30 Top crypto assets to watch for the next wave of ETFs 35:25 How index funds are influencing the future of crypto investing 36:50 Crypto native investors38:38 Index funds and the SEC40:11 Ethereum's coming of age and shifting goals43:45 What can get 1000x users on Ethereum?46:28 Ethereum vs. Solana and the next big trends 48:31 Where and how different blockchains thrive51:30 Predictions for 202553:10 Closing Remarks

Eric Veiel, head of Global Investments and CIO at T. Rowe Price Associates, chats with Jensen Huang, Founder and CEO of NVIDIA, about the advancements coming in AI, the importance of being energy efficient, and AI's potential to boost economic growth.

Send us a textWhat does it really take to scale a Salesforce team from 10 to 200—without chaos? In this episode of Salesforce Hiring Edge, Josh Matthews and Josh LeQuire are joined by David Kestenberg: former CIO, Salesforce transformation leader, and 5-time Dreamforce speaker. David shares hard-won lessons on hiring for trajectory, building leadership layers, and maintaining clarity and accountability—even when you're growing at warp speed. From ‘sniper' developers to culture-building rituals, you'll learn how to balance technical needs with human dynamics, set your managers up for success, and create systems that scale. Packed with real-world advice for tech leaders, consulting partners, and hiring managers who want to build high-performing teams the smart way.takeawaysThe vibe check is essential for ensuring team fit.Experience plays a crucial role in assessing candidates.Trusting managers is key to finding the right talent.Technical skills must align with team dynamics.The overall team vibe influences hiring decisions.Expectations should be clear during the interview process.A good vibe check can lead to better team cohesion.Understanding the 'true North' is vital for alignment.Hiring is not just about skills, but also about culture.Effective leadership involves balancing various perspectives.Sound Bites"The right expectations and all of that""It's about the vibe of the overall team""I trust the managers that work under me"interview process, vibe check, team dynamics, technical skills, hiring, management, leadership, organizational culture

It's all well and good to develop a technology strategy, articulate and document the strategy, and agree (supposedly) on that strategy. But what do you do when one or more of the tech teams act in apparent opposition to the strategy? John and Johna discuss why this happens and what questions you need to ask... Read more »

Focusing on whole-person health and addressing social determinants is critical for achieving equitable and accessible healthcare for all.  In this episode, Adam Mariano, President and GM of Healthcare at LexisNexis Risk Solutions, and Sushma Akunuru, Senior Vice President and CIO at Independence Blue Cross, discuss how their organizations are driving change in healthcare. Adam emphasizes the role of data ecosystems and identity management in improving care access and efficiency, while Sushma highlights Independence Blue Cross's commitment to whole-person health and digital transformation. They explore the impact of technology on health disparities, stressing the need for partnerships and a balanced approach to digitalization. Adam warns of privacy risks from uncontrolled digitalization, and Sushma underscores the importance of modernization for better service and accessibility. Tune in and learn why these leaders believe that focusing on social determinants of health and addressing health literacy is key to improving healthcare outcomes! Resources: Connect with and follow Adam Mariano on LinkedIn. Learn more about LexisNexis Risk Solutions on their LinkedIn, Instagram, and website. Follow and connect with Sushma Akunuru on LinkedIn. Discover more about Independence Blue Cross on their LinkedIn, Instagram, and website. Learn more about this video's sponsor, UST Health, on their website.

Primeiro episódio do mês é dia de falar sobre carreira! Hoje, conversamos com Alexandre Gregianin sobre o início da sua jornada como analista de suporte, e sobre as decisões, os imprevistos e os desvios de percurso que o levaram até o cargo de CTO da Smart Fit, a terceira maior rede de academias do mundo. Vem ver quem participou desse papo: André David, o host que se inspira com quem foi de onde para onde Marcus Mendes, co-host e uma das vozes da Hipsters Network Alexandre Gregianin, CTO na Smart Fit

Think you're getting "free" investment advice? Think again. Lance Roberts and Jonathan Penn uncover the hidden costs behind so-called "free" financial services. Lance reveals the toughest jobs in America, and a look at the end of markets' winning string. Learn how mutual fund share classes — A shares vs. B shares — reveal how advisors get paid, and why front-end and back-end loads can quietly erode your returns. If you're not sure who's paying the fees, it's probably you. Lance and Jonathan take on the great AI debate: Whose jobs will be eliminated? Why Target Date Mutual Funds are the worst financial product on the planet. SEG-1A: The Toughest Jobs in America SEG-1B: Markets End Winning String SEG-2: Pre-show Planning & No Free Lunch SEG-3: The Great AI Debate: Whose Jobs Will Be Replaced? SEG-4: Target Date Mutual Funds: The Worst on the Planet Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=-dNIEwh8Coc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Resistance Is Futile” – For Both Bulls And Bears" https://realinvestmentadvice.com/resources/blog/resistance-is-futile-for-both-bulls-and-bears/ "Economic Decline Gains Momentum" https://realinvestmentadvice.com/resources/blog/economic-decline-gains-momentum/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Markets Sell Off" is here: https://www.youtube.com/watch?v=9NDfokdu8Bo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Doing Debt the American Way" https://www.youtube.com/watch?v=_8BLk9Ewn6k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- 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/ #MarketSellOff #PeakOil #OilPrices #OilProduction #DrillBabyDrill #20DMA #50DMW #200DMA #InvestingOpportunity #InvestmentFees #NoFreeLunch #MutualFunds #FinancialAdvice #SmartInvesting #StockMarket #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

In this episode of Gartner ThinkCast, we check in on one of the most unique and personal pieces of Gartner research: the annual CIO resolutions. Nearly midway through the year, are tech leaders still aligned with the ambitions they set in January? In a quick sampling pulled from our Top of Mind video insights, Gartner Distinguished VP Analyst Mary Mesaglio provides a timely update on how CIOs can stay grounded amid the whirlwind of 2025 priorities. From turning regret into growth and negotiating AI-infused vendor contracts, to defining personal AI ethics and staying close to emerging technologies, this episode is a powerful reminder of what good looks like — for your people, your business and yourself. Dig Deeper Read and Download Now: Resolutions for CIOs: What Good Looks Like in 2025 https://gtnr.it/4iLxIEL  Register and Attend: CIO Conferences and Events 2025 https://gtnr.it/3UpD6Ei  Be AI-Ready: What IT Leaders Need to Know and Do https://gtnr.it/4k2GLlE 

Think you're getting "free" investment advice? Think again.  Lance Roberts and Jonathan Penn uncover the hidden costs behind so-called "free" financial services. Lance reveals the toughest jobs in America, and a look at the end of markets' winning string. Learn how mutual fund share classes — A shares vs. B shares — reveal how advisors get paid, and why front-end and back-end loads can quietly erode your returns. If you're not sure who's paying the fees, it's probably you.  Lance and Jonathan take on the great AI debate: Whose jobs will be eliminated? Why Target Date Mutual Funds are the worst financial product on the planet. SEG-1A: The Toughest Jobs in America SEG-1B: Markets End Winning String SEG-2: Pre-show Planning & No Free Lunch SEG-3: The Great AI Debate: Whose Jobs Will Be Replaced? SEG-4: Target Date Mutual Funds: The Worst on the Planet Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=-dNIEwh8Coc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Resistance Is Futile” – For Both Bulls And Bears" https://realinvestmentadvice.com/resources/blog/resistance-is-futile-for-both-bulls-and-bears/ "Economic Decline Gains Momentum" https://realinvestmentadvice.com/resources/blog/economic-decline-gains-momentum/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Markets Sell Off" is here:  https://www.youtube.com/watch?v=9NDfokdu8Bo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Doing Debt the American Way" https://www.youtube.com/watch?v=_8BLk9Ewn6k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/  ------- 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/ #MarketSellOff #PeakOil #OilPrices #OilProduction #DrillBabyDrill #20DMA #50DMW #200DMA #InvestingOpportunity #InvestmentFees #NoFreeLunch #MutualFunds #FinancialAdvice #SmartInvesting #StockMarket #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

After losing both her sister and a close friend to cancer in the same year, Carissa Rollins knew she couldn't stay where she was. As CIO of UnitedHealthcare, she had scale and power, but not proximity to the technology that might have changed those outcomes. So when the call came from Illumina, a company pioneering genomic sequencing, she listened. And then she leapt. In this episode of Inspiring Women with Laurie McGraw, Carissa shares how grief reshaped her career and how purpose—not title—has always been her compass. She talks candidly about what it means to walk away from the “biggest job of your life” to chase deeper impact, and how she's now using her insider knowledge of the payer system to open doors for patients who would otherwise be left out of the genomic revolution. Carissa also reflects on the turning points that built her leadership style—from writing a three-page letter to fight for a promotion, to insisting on coaching even when her boss said she didn't need it. She's quick to credit the mentors who pulled her forward—but equally passionate about pulling others up behind her. “Why are you sitting in the back?” she recalls asking one young woman. “Your voice is important.” Now at Illumina, she's helping her teams think critically about how AI can reduce burnout—not by cutting jobs, but by removing outdated, burdensome processes and freeing people to do more meaningful work. It's a nuanced, systems-based view that resists the hype and centers on impact. You'll also hear Carissa speak on: Why she sees restlessness as a sign it's time to grow The alarming drop in women in tech—and what we can do about it How the Grand Canyon Conservancy helps her stay grounded (and where she thinks tech could help the parks) What it really takes to make space at the table—and why women can't afford to close the door behind them This conversation is full of hard-earned wisdom, honest reflections, and a fierce belief in using every ounce of power to move others forward. Chapters 03:52 Overcoming Restlessness & Seeking New Challenges 10:05 Impact, Market Access & Personal Fulfillment 14:59 AI's Role in Operations & Efficiency 15:53 Inspiring Young Women in Technology 17:38 Challenges & Setbacks for Women in Tech 19:52 Empowering Advice for Future Leaders Guest & Host Links Connect with Laurie McGraw on LinkedIn Connect with Carissa Rollins on LinkedIn About Illumina Connect with Inspiring Women Browse Episodes | LinkedIn | Instagram | Apple | Spotify This episode of Inspiring Women with Laurie McGraw was recorded at the WBL Summit, a leadership, networking, and professional development conference for WBL members that takes place each spring. WBL is a network of 1500+ senior executive women in healthcare who convene to share ideas, make valuable connections, and solve business challenges. WBL's mission is to connect and support our members in advancing their careers and impact on our industry.

It's all well and good to develop a technology strategy, articulate and document the strategy, and agree (supposedly) on that strategy. But what do you do when one or more of the tech teams act in apparent opposition to the strategy? John and Johna discuss why this happens and what questions you need to ask... Read more »

On this episode of Animal Spirits: Talk Your Book, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Ben Carlson⁠⁠ are joined by Shiloh Bates, Partner and CIO of Flat Rock Global to discuss the relationship between income and volatility, how CLOs perform during recessions, what CLO equity is, what happens when loans default, characteristics to look at for CLO managers, and much more! Find complete show notes on our blogs... Ben Carlson's ⁠⁠A Wealth of Common Sense⁠⁠ Michael Batnick's ⁠⁠The Irrelevant Investor⁠⁠ Feel free to shoot us an email at ⁠⁠animalspirits@thecompoundnews.com⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Find Shiloh's book here: https://www.amazon.com/CLO-Investing-Emphasis-Equity-Notes/dp/1642376566 Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠https://www.idontshop.com⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠Ritholtz Wealth Management⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Technovation, Peter High speaks with Mark Sherwood, Chief Information Officer at Wolters Kluwer, a €6B global professional services and software firm headquartered in the Netherlands. Mark joined as CIO in December 2024 and has helped accelerate the company's transition from a traditional publishing business to a tech-centric organization. Mark discusses how his global team supports the company's AI- and cloud-first strategy, the role of business relationship managers (BRMs) in bridging tech and business, and how a strong innovation culture helps Wolters Kluwer stay ahead in the digital age. With nearly half the company's products leveraging AI and a robust multi-cloud foundation, the firm is redefining access to expert content in legal, tax, healthcare, and finance. Key topics include: Building a multi-cloud foundation for global resilience and innovation The evolution from a holding company to a unified operating mode Scaling AI across products while protecting intellectual property Driving cultural change through transparency, inclusion, and BRM alignment Balancing cutting-edge tech with ethical AI and data governance

Jason joins the podcast this week from Zurich as we discuss the drivers behind the recent upside momentum across US equities. Plus, we weigh the upside case for US growth staying even in the face of higher tariffs, reflect on Q1 corporate earnings, and outline the latest allocation recommendations from CIO. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Snehal Antani is an entrepreneur, technologist, and investor. He is the CEO and Co-founder of Horizon3, a cybersecurity company using AI to deliver Red Teaming and Penetration Testing as a Service. He also serves as a Highly Qualified Expert for the U.S. Department of Defense, supporting digital transformation and data initiatives for Special Operations. Previously, he was CTO and SVP at Splunk, held CIO roles at GE Capital, and began his career as a software engineer at IBM. Snehal holds a master's in computer science from Rensselaer Polytechnic Institute and a bachelor's from Purdue University, and he is the inventor on 16 patents.In this conversation, we discuss:Snehal Antani's path from software engineer to CEO, and how his father's quiet example of grit and passion continues to shape his leadership style.How a “LEGO blocks” approach to building skills prepared Snehal to lead, and why he believes leadership must be earned through experience.Why Horizon3 identifies as a data company, and how running more pen tests than the Big Four creates a powerful AI advantage.What “cyber-enabled economic warfare” looks like in practice, and how a small disruption in a supply chain can create massive global impact.How Horizon3 built an AI engine that hacked a bank in under 60 seconds, showing what's possible when algorithms replace manual testing.What the future of work looks like in the AI era, with a growing divide between those with specialized expertise and trade skills and those without.Resources:Subscribe to the AI & The Future of Work Newsletter: https://aiandwork.beehiiv.com/subscribe Connect with Snehal on LinkedIn: https://www.linkedin.com/in/snehalantani/ AI fun fact article: https://venturebeat.com/security/ai-vs-endpoint-attacks-what-security-leaders-must-know-to-stay-ahead/ On the New Definition of Work: https://podcasts.apple.com/us/podcast/dr-john-boudreau-future-of-work-pioneer-and/id1476885647?i=1000633854079 

Real-World Cybersecurity Challenges Facing Rural Hospitals On this episode of FINN Voices, host Beth Friedman sits down with Ryan Finlay, Principal Chief Information Security Officer at CereCore, a KLAS-recognized managed IT services company. Together they dig into the real-world cybersecurity challenges faced by rural hospitals. From outdated tech to tight budgets, Ryan shares practical and affordable steps smaller hospitals can take to boost their IT security. Ryan shares how to build a strong security culture without breaking the bank and why leaning on community and outside supports makes all the difference. For any CIO, CISO, or health IT leader focused on keeping systems secure and patient care flowing, this is a conversation you won't want to miss! Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

This episode is all about understanding the nuances of trend-following and how current market dynamics are shaking things up. Together with Rob Carver, we discuss the turbulence that hit financial markets in April and how that affected Trend Followers, as well as how Rob navigated the last 12 months as a trend follower. Plus, we explore the intriguing topic of safe haven assets, questioning if traditional choices like U.S. treasury bonds still hold up under pressure. We also explore a paper that the discuss the pros and cons of simplicity over complexity in strategy design.-----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 Rob on Twitter.Episode TimeStamps: 01:40 - What has caught our attention recently?06:59 - Society is going crazy09:47 - Industry performance update16:22 - How to capture the bounce in trailing stops23:20 - Industry performance numbers25:18 - Q1, Niall: What books would you recommend for a young quant entering the CTA space today?29:05 - Reviewing Rob's annual trend following performance36:26 - Should we start to rethink our approach to drawdowns?40:45 - How do we stop investors from projecting market expectations to trend following performance44:16 - How Rob defines slippage50:12 - What if we base our trend system on one indicator?54:18 - Does this trend following thing still work?58:56 - Getting to know the founders of trend...

Rekt co-founder and author of the Mando Minutes newsletter, Mando, is joined by Wizard of SoHo, former macro trader turned CIO at 100X Capital, to discuss the narratives and themes driving cryptocurrencies right now. They explore the U.S.-China trade thaw, this week's economic data, BTC's increasing dominance despite some altcoin recovery, and much more. Later in the show, they are joined by Andrew Parish from Arch Public, Real Vision's affiliate partner (go to realvision.com/arch to try algorithmic trading for free).

Ali Akay, CIO of Carrhae Capital, answers the question of why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and South Africa.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesEmerging Unscathed: Featuring Ali Akay—FEG Insight BridgeRelated Episodes474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity?411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha MehtaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.