Podcasts about CIO

IT support is changing fast, and the old service desk model is starting to feel like a relic from another era. In this episode, I spoke with Samuele Gantner, Chief Product Officer at Nexthink, about what comes next and what companies need to do now to prepare for it. With Nexthink sitting at the forefront of Digital Employee Experience (DEX) technology, Samuele offers a grounded, thoughtful look at what a "ticketless" future might look like. One of the boldest predictions shared is a 90 percent reduction in IT support tickets by 2027. That is not marketing spin. It's a vision rooted in practical shifts toward proactive support, real-time observability, and AI-powered automation. Samuele explains how organizations can move away from reactive models by embracing intelligent agents that solve problems before a ticket is even raised. Instead of asking employees to fix things themselves, IT support is quietly transforming into something far more sophisticated and intuitive. We talked about what drives this change, from millennial and Gen Z expectations to the technological leap enabled by large language models and automation. Samuele breaks down why old attempts at self-service failed and how today's AI agents are finally equipped to handle objective complexity with empathy, scale, and context. He also shares examples that bring this future to life, including a retailer that avoided a costly outage through predictive alerts, a healthcare provider saving millions through experience-driven device refreshes, and an energy firm preventing disaster in a virtual desktop environment. These are not theoretical case studies. They are live proof that DEX is not just buzz. It works. We also explored what skills IT teams need to thrive in this shift. It is not all about tech. Emotional intelligence, cross-functional collaboration, and a proactive mindset are just as important. Whether you're a CIO or a support engineer, there is something here that will challenge how you think about IT's role in the business.  

No Sociedade Digital desta semana, Alex Julian, CIO do hospital Sírio-Libanês, conversa com Carlos Aros e André Miceli sobre a saúde e a era da inteligência preditiva. Como a tecnologia clínica está transformando o cuidado ao paciente.

Katy Kaminski returns to examine a moment in trend following that feels familiar... but isn't. Drawing on new research, she and Niels explore how drawdowns resolve, why recovery is faster when markets break, and slower when they don't, and what that asymmetry reveals about the current cycle. They unpack copper's historic 1-day move, the role of China in CTA return dispersion, and what slower, replication-based strategies might be capturing that others aren't. This episode isn't about defending trend - it's about understanding what environments it needs, and what signals suggest we're getting closer.-----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:00:48 - What has been on our radar recently?07:43 - Crazy moves in US copper09:45 - Industry performance update14:31 - How should we approach the current drawdowns in managed futures?23:01 - Why trend following is struggling at the moment31:22 - Rebalancing in trend following is key33:57 - A better alternative trend following?37:32 - The different types of impact to markets and how it reflects on the CTA industry44:41 - The key variables for understanding regimes53:21 - Replication is beating the benchmarks that they are trying to replicate58:16 - Mechanical vs. regression based replication59:33 - Defining tracking errorCopyright © 2024 – CMC AG – All Rights...

A fresh tariff deadline has been set by President Trump, who announced on social media that the U.S. will impose 35 percent tariffs on a large swath of Canadian imports if a deal is not reached by August 1st. FOX Business co-anchor of The Big Money Show Jackie DeAngelis speaks with CIO of Siebert Financial Mark Malek about how the market has already priced in trade tensions, NVIDIA reaching a $4 trillion cap, and why he thinks this market has more runway to grow. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy's 2nd Quarter of 2025.

AI is changing how companies build and scale. But most pitch decks haven't caught up.Karthik Chakkarapani, CIO of Zuora, has heard plenty of startup pitches but only a few stand out. He shares why most pitches fall flat, how to fix them, and how to present both the founder and the company in a way that drives real interest.We unpack what should go into your 30-second elevator pitch, why “Time to Value” needs its own slide, and how to bring up AI without sounding like everyone else.SaaS is changing fast and it's no longer just about features, but about speed, clarity, and proof of value. We explore how the next wave of SaaS companies can truly differentiate themselves.Building a startup is different in a post-UI world, where users don't click through screens but simply prompt systems to act. We discuss what it takes to build in a world of API-driven AI agents, along with real lessons on what most founders get wrong about working with large companies.If you're building SaaS in 2025, this conversation is for you.0:00 – Trailer1:05 – How the CIO Role Has Changed3:21 – How Zuora Enables the Subscription Economy5:45 – Is SaaS Becoming Headless?7:55 – Are We Entering a Post-UI World?10:37 – What's the New Competitive Advantage?12:31 – Will Entry-Level Jobs Be Replaced by Tools?14:05 – What Metrics Will Matter in an Agentic AI World?15:55 – How to Measure AI Adoption in Your Company18:38 – What's the Hype-to-Reality Ratio for AI?20:19 – What Is the Biggest ROI AI Has Delivered?23:53 – How Startups Can Get Deployed in Enterprises27:10 – How Founders Should Use AI in Their Pitch28:45 – Bolt-On AI vs. Built-In AI32:26 – Most Common Myth About CIOs35:03 – Why You Need a Prompt Library36:04 – What to Avoid in Your Pitch Deck37:21 – How Atomic Work Came Onboard42:47 – The Underrated Soft Skills Founders Need47:55 – 3 Examples of Killer 30-Second Elevator Pitches51:59 – The “Time-to-Value” Slide Explained53:46 – What Founders Get Wrong About Enterprises54:58 – Top SaaS Misconceptions About Enterprise57:00 – Where Enterprises Adopt AI the Fastest59:45 – How the Next SaaS Companies Will Differentiate1:00:33 – Bay Area vs. Bangalore vs. Chennai1:03:33 – Rapid Fire Round-------------​​India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

A fresh tariff deadline has been set by President Trump, who announced on social media that the U.S. will impose 35 percent tariffs on a large swath of Canadian imports if a deal is not reached by August 1st. FOX Business co-anchor of The Big Money Show Jackie DeAngelis speaks with CIO of Siebert Financial Mark Malek about how the market has already priced in trade tensions, NVIDIA reaching a $4 trillion cap, and why he thinks this market has more runway to grow. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance.   Previously, he was CIO and Chief Investment Strategist for the Private Bank at Bank of America. Before that, he held senior investment roles at Citigroup Private Bank, including CIO for Latin America and chair of the Global Investment Themes Committee. He also led investment strategy teams at Merrill earlier in his career.   Chris holds a bachelor's degree in business from Villanova University and an MBA in finance from NYU's Stern School of Business. He serves on Villanova's board of trustees and has held other advisory and nonprofit investment roles.   In today's episode, we discussed:   · Chris shared his early career story, which began at Merrill in 1991, learning about finance after being cut from the baseball team at Villanova & focusing instead on investing. · Discussion of Chris's experience coaching sports (football, basketball) and keeping his competitive edge outside of work, noting his national championship softball team. · Chris described the BofA Chief Investment Office (CIO) structure, highlighting manager due diligence, thought leadership, portfolio management, & wealth structuring. · Emphasis on encouraging team members to pursue the CFA designation (worth noting he was a CFA candidate before he pursued his MBA at NYU) · Discussed the balance of absolutes vs. probabilities in market forecasting, including the importance of scenario planning, with their current base case being a “soft patch” rather than an imminent recession, referencing the resilience of the consumer and job market. · Exploration of valuations, equity allocations, and continuing opportunities in global markets & alternative assets as a diversifier. · Chris spoke about the evolving office market in commercial real estate, seeing “slow burn” adjustments and repositioning as potential outcomes. · Final thoughts touched on best practices for young professionals: keys being curious, prepared, & disciplined. · Chris named Babe Ruth and Lou Gehrig as two historical figures he would want to interview if the tables were turned & he were the host of the Investors First Podcast.   Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Steven Rogers, CFA (VP, Capital Markets at Hillpointe).   Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com

As inflation remains elevated and the Federal Reserve begins to shift its tone, markets are asking: Will lower interest rates actually bring prices down — or make them worse? Lance Roberts and Michael Lebowitz unpack the delicate balance between monetary policy, consumer behavior, and price pressures: * The historical relationship between rate cuts and inflation * Why inflation may be more “sticky” than expected * How consumer demand and debt loads are reshaped by lower rates * The unintended consequences of looser policy on asset prices * What this means for investors and retirees going forward SEG-1: Why Economists Expect Higher Growth by 2026 SEG-2: Growth is Back in Vogue SEG-3a: Like & Subscribe tease - changes coming SEG-3b: Can Lower Rates Cure Higher Prices? SEG-4a: Coffee Cafe, ChatGPT, & Economic Haiku SEG-4b: Earnings Season Preview: Tariff Effects? 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=NDzRO8ePU-Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Might Lower Rates Be The Cure For Higher Prices?" https://realinvestmentadvice.com/resources/blog/might-lower-rates-be-the-cure-for-higher-prices/ "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "7-10-25 Nvidia is not Dead," is here: https://www.youtube.com/watch?v=ueeSGu1M0dg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Protect Your Multi-decade Retirement From Inflation," https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #Tariff #EarningsSeason #Nvidia #InterestRates #InflationControl #FederalReserve #EconomicPolicy #PriceStability#InvestingAdvice #Money #Investing

What's better than a mix from electronic music royalty Cio D'Or? Two mixes. This week we present something very special, a tale told across two chapters. As a mainstay of techno for over two decades, Cio D'Or has consistently pushed boundaries, gracing the decks of revered institutions worldwide and crafting a legendary discography with releases on Prologue, Semantica, Hypnus, Time to Express and more. Across both mixes you will hear Cio's unparalleled ability for sculpting minimalism and sonic architecture, masterfully recontextualizing familiar and obscure tracks alike, breathing new life into them and unveiling hidden dimensions. She dissects, reassembles and creates intricate connections between disparate sounds, all flawlessly executed with an alchemist's touch. Prisma 33 starts at a slower tempo, delicately building into an eruption of psychedelic minimalism. Dada grows with kinetic energy, with Cio sculpting sounds and textures into a deep trip where time seems to bend and dissolve, finishing with an unexpected wildcard that only a master selector could make work. Follow: https://soundcloud.com/cio-d-or https://www.facebook.com/profile.php?id=100044685305904 https://www.ciodor.de/

What's better than a mix from electronic music royalty Cio D'Or? Two mixes. This week we present something very special, a tale told across two chapters. As a mainstay of techno for over two decades, Cio D'Or has consistently pushed boundaries, gracing the decks of revered institutions worldwide and crafting a legendary discography with releases on Prologue, Semantica, Hypnus, Time to Express and more. Across both mixes you will hear Cio's unparalleled ability for sculpting minimalism and sonic architecture, masterfully recontextualizing familiar and obscure tracks alike, breathing new life into them and unveiling hidden dimensions. She dissects, reassembles and creates intricate connections between disparate sounds, all flawlessly executed with an alchemist's touch. Prisma 33 starts at a slower tempo, delicately building into an eruption of psychedelic minimalism. Dada grows with kinetic energy, with Cio sculpting sounds and textures into a deep trip where time seems to bend and dissolve, finishing with an unexpected wildcard that only a master selector could make work. Follow: https://soundcloud.com/cio-d-or https://www.facebook.com/profile.php?id=100044685305904 https://www.ciodor.de/

Economists are expecting a sharp pick up in economic growth before the end of the year, despite earlier, pre-tariff weaknesses. News about more threatened tariffs notwithstanding, economists are looking past all that. Interestingly, that's the needed premise to support expectations for much stronger earnings growth from analysts into the end of the year. So future expectations are seeming to support where valuations are trading. 6,900 is now a realistic target by the end of the year for analysts. This elevated sentiment and sheer exuberance should be taken as a caution sign because markets are very, very over bought. Also on Wednesday, Nvidia became the first $4-Trillion company. Ever. Clearly, Nvidia is NOT dead.   Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=ueeSGu1M0dg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: 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 #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #Tariff #EarningsSeason #Nvidia #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

As inflation remains elevated and the Federal Reserve begins to shift its tone, markets are asking: Will lower interest rates actually bring prices down — or make them worse? Lance Roberts and Michael Lebowitz unpack the delicate balance between monetary policy, consumer behavior, and price pressures: * The historical relationship between rate cuts and inflation * Why inflation may be more “sticky” than expected * How consumer demand and debt loads are reshaped by lower rates * The unintended consequences of looser policy on asset prices * What this means for investors and retirees going forward SEG-1: Why Economists Expect Higher Growth by 2026 SEG-2: Growth is Back in Vogue SEG-3a: Like & Subscribe tease - changes coming SEG-3b: Can Lower Rates Cure Higher Prices? SEG-4a: Coffee Cafe, ChatGPT, & Economic Haiku SEG-4b: Earnings Season Preview: Tariff Effects?   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=NDzRO8ePU-Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Might Lower Rates Be The Cure For Higher Prices?" https://realinvestmentadvice.com/resources/blog/might-lower-rates-be-the-cure-for-higher-prices/ "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "7-10-25 Nvidia is not Dead," is here:  https://www.youtube.com/watch?v=ueeSGu1M0dg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "How to Protect Your Multi-decade Retirement From Inflation," https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #Tariff #EarningsSeason #Nvidia #InterestRates #InflationControl #FederalReserve #EconomicPolicy #PriceStability#InvestingAdvice #Money #Investing

July 10, 2025: Christopher Scanzera, Interim CIO at Lurie Children's Hospital, and Judy Kirby, Executive Recruiter at Kirby Partners, join Bill for a discussion around interim roles. With 53% of sitting healthcare CIOs having been in their roles for only three years, what Bill dubs “the great CIO musical chairs,” the conversation dives into the critical differences between interim and permanent leadership roles. What unique qualities does an interim leader need to succeed when they have just weeks, not months, to build relationships and drive results? The conversation explores what it really takes to transition from interim to permanent leadership in today's rapidly evolving technology landscape. Key Points: 01:21 The Interim Leadership Landscape 07:24 Building Organizational Alignment 25:11 Compensation and Workload for Interim CIOs 28:40 Preparing for Full-Time CIO Role X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer

Like China before it, India is on the rise, due in part to a doubling of its infrastructure assets, a young and well-educated population, a giant consumer market and scads of new startup companies. Kevin Carter, founder and CIO of EMQQ Global, explains the opportunities for investors. (07/2025)

Like China before it, India is on the rise, due in part to a doubling of its infrastructure assets, a young and well-educated population, a giant consumer market and scads of new startup companies. Kevin Carter, founder and CIO of EMQQ Global, explains the opportunities for investors. (07/2025)

Le sujet :Le secteur de la défense est dans toutes les pensées des investisseurs. Quelles sont les opportunités d'investissement ? Comment s'y prendre ? Et quels rendements viser ? Autant de questions qui animent les réflexions actuelles.L'invité du jour :Spécialiste de la gestion d'actifs alternatifs et de l'investissement, Thomas Friedberger est CEO et co-CIO de Tikehau. Au micro de Matthieu Stefani, il nous dit tout sur l'investissement dans la défense européenne.Découvrez :Les sujets chauds en matière de défenseLes enjeux cruciaux pour l'EuropeY a-t-il une bulle dans le secteur de la défense ?Comment investir dans la défense européenne ?Quels rendements espérer ?Ils citent les références suivantes :La CIO LetterOpale CapitalL'épisode #424 de GDIY avec Olivier Dellenbach (ChapsVision)L'épisode #401 de GDIY avec David Baverez, sur l'économie de guerreLe fonds Tikehau European Sovereignty FundLe fonds Tikehau Ace Aéro Partenaires 2Le fonds Tikehau Fonds Brienne IVAinsi que d'anciens épisodes de La Martingale :Hors-série #2 - Investir dans la souveraineté européenneOn vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ou ici si vous préférez Spotify.Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici.La Martingale est un podcast du label Orso Media.Merci à notre partenaire Sapians de soutenir le podcast.Réalisez votre bilan patrimonial et recentrez vos possibilités d'investissement avec Sapians en suivant ce lien.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Se vuoi davvero parlare come un vero italiano, devi conoscere queste 10 parole magiche che sentirai migliaia di volte ogni giorno. Non le troverai nei libri di grammatica tradizionali, ma sono assolutamente essenziali per capire e partecipare alle conversazioni quotidiane degli italiani. Queste espressioni fanno la differenza tra chi parla un italiano "da libro" e chi comunica in modo naturale e spontaneo come un madrelingua. 10 Parole Magiche che gli Italiani Usano Ogni Giorno: Guida Completa per Parlare come un Vero Italiano 1. TIPO - La Parola Tuttofare degli Italiani "Tipo" è probabilmente una delle parole più versatili dell'italiano colloquiale. Ha sostituito molte espressioni più formali ed è diventata un vero e proprio jolly linguistico che gli italiani usano in numerosissimi contesti. Per approssimare e indicare una quantità o tempo indefinito (equivale a "circa", "più o meno"): "Ci vediamo tipo alle otto", "Costa tipo 50 euro", "Abito tipo a 10 minuti da qui". In questo caso, "tipo" addolcisce l'informazione rendendola meno precisa e più colloquiale. Per fare esempi concreti (sostituisce "come" o "per esempio"): "Mi piacciono i film tipo quelli di Tarantino", "Vorrei un lavoro tipo quello di mio fratello", "Ho bisogno di scarpe tipo quelle che hai tu". Questa funzione è particolarmente utile quando non si vuole essere troppo specifici. Per attenuare e rendere meno categorico quello che si dice: "Era tipo nervoso", "Mi sembra tipo strano", "È tipo il mio cantante preferito". Questo uso dimostra incertezza o cortesia, evitando affermazioni troppo dirette. 2. COMUNQUE - Il Ponte Perfetto tra le Idee "Comunque" è il connettore universale dell'italiano parlato. È una parola che permette di gestire il flusso della conversazione in modo elegante e naturale, facilitando i cambi di argomento e le transizioni. Per cambiare argomento quando si vuole passare a qualcosa di diverso: "Comunque, ti volevo dire una cosa importante", "Comunque, lasciamo perdere questo discorso", "Comunque, hai saputo di Marco?". È il modo più naturale per introdurre un nuovo topic senza sembrare bruschi. Per tornare al punto principale dopo una digressione: "Comunque, come ti dicevo prima", "Comunque, il fatto è che", "Comunque, tornando a noi". Questa funzione è essenziale per mantenere la coerenza del discorso. Per concludere una discussione o riassumere: "Comunque sia, ci sentiamo domani", "Comunque, la decisione è presa", "Comunque, vediamo che succede". In questo caso ha un valore conclusivo e spesso indica che non si vuole approfondire ulteriormente. 3. CIOÈ - L'Espressione delle Emozioni Forti "Cioè" è molto più di una semplice congiunzione esplicativa. Nel linguaggio colloquiale è diventata un potente strumento espressivo che trasmette emozioni intense e permette di gestire i tempi della conversazione. Per esprimere sorpresa e incredulità: "Cioè, hai vinto davvero alla lotteria?!", "Cioè, mi stai dicendo che non hai studiato niente?", "Cioè, è già finito il weekend?". Il tono di voce è fondamentale per trasmettere il livello di stupore. Per spiegare meglio e chiarire un concetto: "È simpatico, cioè mi fa sempre ridere", "Non è antipatico, cioè non mi ha mai fatto niente di male", "È intelligente, cioè capisce tutto al volo". In questo caso mantiene il significato originale di "ovvero". Per guadagnare tempo mentre si pensa a cosa dire: "Cioè... come dire... è complicato", "Cioè... non so se è una buona idea". Funziona come una pausa riempitiva che dà tempo di organizzare i pensieri. Per esprimere shock e indignazione: "Cioè... sul serio? Ma era ingegnere!", "Cioè, ma come ti permetti?". In questi casi è spesso seguito da una pausa e ha un tono decisamente più drammatico. 4. PRATICAMENTE - Il Re dei Riassunti "Praticamente" è diventato l'introduttore per eccellenza di spiegazioni e riassunti nell'italiano colloquiale. È una parola che segnala all'interlocutore che s...

Launched in May at London's iconic The Gherkin tower, HappySignals' Pasi Nikkanen sits down with benchmark lead Sakari Kyrö to unpack the brand-new 2025 Global IT Experience Benchmark Report. Together, they explore why employee-focused support still tops the happiness charts, how finance services can be both the happiest and the slowest, and why remote-work scores slipped as enterprises tighten return-to-office mandates. You'll hear actionable insights every CIO, IT director and service-desk leader can use to turn experience data into measurable productivity gains.Key Take-awaysThis year's report included data from enterprise services beyond IT.Happiness levels in IT, finance, and HR services are closely related.Remote work happiness has decreased due to back-to-office mandates.Ticket-based support and collaboration with IT are key happiness factors.Open text feedback revealed a desire for improved IT support.Industry-specific insights show varying happiness levels and lost time.80% of lost time comes from only 13% of tickets.Understanding business costs versus IT costs is crucial for IT organizations.A systematic approach to experience management yields significant results.Resources & Links mentioned in this episode:2025 Global IT Experience Benchmark Report – download the full reporthttps://www.happysignals.com/reportITXM Summit on-demand sessions – watch Sakari Kyrö's keynote and every other presentation from the London eventhttps://www.happysignals.com/itxm-summitServiceNow Knowledge Conference – the annual Las Vegas gathering referenced in the episodehttps://knowledge.servicenow.com/Subscribe to our newsletter:LinkedIn: ⁠https://www.linkedin.com/newsletters/it-experience-insights-6996053129205026816/⁠Email: ⁠https://happysignals.com/itxm-insights

In this episode of Bits + Bips, we examine how rising global trade tensions could impact macro conditions, the Fed's next move, and market stability. We also explore how investors should position themselves with inflation cooling and an uncertain policy path at the Fed. We then look at what's happening on the crypto side: volume shifting to tokenized public equities, the growing number of corporate stablecoin plans, and whether the promise of tokenization is matched by meaningful traction. Joining hosts Joe McCann, Ram Ahluwalia, and Steve Ehrlich is Rob Hadick of Dragonfly, who shares his perspective on product-market fit in crypto, shifting market structure, and where real adoption may emerge. Sponsor: Bitwise Joe McCann, Founder, CEO, and CIO of Asymmetric Ram Ahluwalia, CFA, CEO and Founder of Lumida Steve Ehrlich, Executive Editor at Unchained Rob Hadick, General Partner at Dragonfly LINKS: WSJ: Trump Faces Crucial Week for Reaching Trade Deals EU Still Hopes for Initial U.S. Trade Deal Before Deadline Reuters: Japan, South Korea face 25% tariffs as Trump ramps up trade war in letters to 14 nations CNN: Trump announces new tariffs of up to 40% on a growing number of countries University of Washington: OBBB Signed Into Law Unchained:  OpenAI Says Robinhood's Stock Tokens Are Not Equity Tron Is Now More Expensive Than Ethereum. Will That Hurt Justin Sun's New Company? AI Crypto Tokens Swoon as Nvidia Reaches a New All-Time High CoinDesk: CoreWeave to Acquire Core Scientific in $9B All-Stock Deal The Block: Bit Digital swaps entire treasury into Ethereum, says it's now a top public ETH holder after a $173 million splurge Timestamps:

Cian Walsh, Head of Hedge Funds and Private Debt at Formue, joins Alan Dunne to explore what it means to allocate capital when the macro regime, client expectations, and the structure of markets are all in flux. He explains why the 60/40 model obscures more than it reveals, how he is adapting institutional frameworks for thousands of private clients, and what changes when you view hedge funds not as a bucket, but as a function. From the discipline of sizing trend in a sideways regime to the slow shift from vintage private credit to evergreen, this is a conversation about building portfolios that can hold together when the ground moves.-----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 Cian on LinkedIn.Episode TimeStamps: 02:12 - Introduction to Cian Walsh05:30 - How does institutional asset allocation stand out?06:39 - Asset allocation in a shifting regime09:33 - A move towards mass customization10:26 - The 60/40 portfolio is dying - what is next?13:28 - The challenges of implementing a total portfolio approach17:16 - Dealing with underperforming strategies20:09 - More growth or more all-weather?23:30 - Why Walsh believes in systematic trading28:51 - Do Walsh hold any long volatility strategies?30:04 - Walsh's process for selecting managers36:55...

More Tariff trouble on the horizon, but markets have seen this movie before (The Stick & Carrot Show). Market risk remains, as markets are highly deviated. Sentiment remains positive; there's a large gap between market performance and economic data, however. Deviations tend to resolve themselves to the downside. Lance Roberts & Danny Ratliff reveal how to shield your retirement savings from decades of inflation: The necessity of Inflation and how to deal with it (inflation is a function of economic growth); the mistake of being too conservative, fear of The Black Swan that never appears. Lance reveals his memory challenges; living thru market downturns, and lessons learned. Market downturns don't happen over night. Treasuries vs Equities: What's the proper blend? Passive Investing is an oxymoron. Risk management is essential for fighting inflation. SEG-1: Tariff Threats Return, Market Risk Rises SEG-2: The Necessity of Inflation and How to Deal With It SEG-3a: Lance's Dementia Test SEG-3b: Living thru Market Downturns SEG-4: Inflation-proofing Retirement - Treasuries vs Equities 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=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "Market Risk is Rising," is here: https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "ETF's Are Eating the World," https://www.youtube.com/watch?v=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #RetirementPlanning #InflationProtection #RetirementSavings #FinancialFreedom #SmartInvesting #InvestingStrategies #FinancialMarkets #InvestingAdvice #Money #Investing

When Nathan Winters led a supply chain team earlier in his career, he noticed something that would shape his leadership style: “The credibility you get by the operating leaders when they see you out in the field… is incredibly important.” Whether visiting customers, walking a manufacturing floor, or sitting in on operating meetings, Winters found that physical presence fostered trust—and that trust gave finance a real seat at the table.Today, as CFO of Zebra Technologies, Winters continues to emphasize business partnership grounded in proximity to operations. In the four years since he stepped into the CFO seat, Zebra has weathered post-COVID surges, global supply chain disruptions, and enterprise restructuring. The company's product footprint—often “hidden in plain sight,” from grocery checkout scanners to hospital wristbands—has expanded to include robotics and machine vision, Winters tells us.He's also broadened his own remit, taking on IT and cybersecurity leadership, including oversight of both the CIO and CISO. In that time, Zebra has reduced China-based production from 80% to 30% and introduced new AI capabilities like “Zebra Companion” to automate shelf management for retailers. Internally, Zebra launched a private LLM instance—“Z-GPT”—to streamline tasks from expense report queries to sales presentations.“Your job isn't to just close the books,” Winters tells us. “If you're not analyzing… finding new ways to think about things… you're getting passed up.” At Zebra, finance is not just a control function—it's a strategic force embedded in every operational stride.

More Tariff trouble on the horizon, but markets have seen this movie before (The Stick & Carrot Show). Market risk remains, as markets are highly deviated. Sentiment remains positive; there's a large gap between market performance and economic  data, however. Deviations tend to resolve themselves to the downside. Lance Roberts & Danny Ratliff reveal how to shield your retirement savings from decades of inflation: The necessity of Inflation and how to deal with it (inflation is a function of economic growth); the mistake of being too conservative, fear of The Black Swan that never appears. Lance reveals his memory challenges; living thru market downturns, and lessons learned. Market downturns don't happen over night. Treasuries vs Equities: What's the proper blend? Passive Investing is an oxymoron. Risk management is essential for fighting inflation. SEG-1: Tariff Threats Return, Market Risk Rises SEG-2: The Necessity of Inflation and How to Deal With It SEG-3a: Lance's Dementia Test SEG-3b: Living thru Market Downturns SEG-4: Inflation-proofing Retirement - Treasuries vs Equities   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=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "Market Risk is Rising," is here:  https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "ETF's Are Eating the World," https://www.youtube.com/watch?v=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #RetirementPlanning #InflationProtection #RetirementSavings #FinancialFreedom #SmartInvesting #InvestingStrategies  #FinancialMarkets #InvestingAdvice #Money #Investing

The big divergences between markets and their moving averages typically resolve themselves to the downside. There is now risk down to about 6,000 on the S&P, which would bring us back to the breakout prior to the all-time high. A correction would help reset the market's over bought condition. Volatility is down; that's a function of options trading, and no one seems to want to hedge portfolios against a downsized market. There is no risk control in portfolios presently because investors would rather chase the upside in markets. That's always a danger. A correction could come at any time. All the ingredients are in place, just waiting for a catalyst to get buyers out of the market and bring sellers back in.   Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: 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 #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Sarah Betadam, CIO at Novanta, joined host Lee Rennick for this episode of CIO Leadership Live recorded at the 60th annual IDC Directions event. They discussed AI governance, data privacy and AI councils, plus the balancing act of staying competitive as a business, while viewing company data in a highly protective way.

Today, we'll talk about AVNM, or Azure Virtual Network Manager, with insights from Microsoft's Jack Tracey. What is it, and why do you need it? We talk about mesh networks, routing, IP address management, AVNM with Azure Landing Zones, and more!(00:00) - Intro and catching up.(05:08) - Show content starts.Show links- What is AVNM?- Frequently asked questions about Azure Virtual Network Manager | Microsoft Learn- Azure Virtual Network Manager in Azure landing zones - Cloud Adoption Framework | Microsoft Learn- Give us feedback!

Dan Nathan is joined by Peter Boockvar, CIO at Bleakly Financial Group, on the RiskReversal Podcast. The discussion covers recent market trends, the impact of tariffs, and the job report from the previous week. Peter provides insights on the gap between economic data and market performance, especially in light of recent trade deals and tariffs with countries like Vietnam and China. The conversation also includes an analysis of various sectors including tech, banking, and retail, as well as a detailed breakdown of potential tariff implications for US corporations. They also touch on the role of AI, central bank actions, interest rates, and the strength of the US dollar. The episode ends with a look at the potential long-term impact of tariffs and the importance of staying informed amidst these market dynamics. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Earnings season is upon us; will volatility pick up? A bigger question will be how tariffs may affect corporate earnings. Employment numbers are dipping into contraction zone as the economy slows. Markets sell off on renewed tariff news. Crude oil prices are creeping back up. No one is expecting correction...which is when they usually appear. Exchange-Traded Funds (ETFs) have exploded in popularity—driving a massive shift from active to passive investing. But is this trend distorting markets and concentrating risk? Lance Roberts and Jonathan Penn explore how ETF growth may be reshaping price discovery, liquidity, and investor behavior: Why do investors choose single-stock ETF's? Leverage. But that cuts both ways, when stocks are going up as well as going down. Lance and Jonathan examine FUnd performance vs Indexes over time. The irony of ETF's: They're passive, but being traded like stocks because of a "get-rich-quick" mentality. Speculation leads to broken markets. Lance and Jonathan discuss the US Dollar and why it remains the default reserve currency of the world, even as the mix of currencies evolves. Lance advises when it's time to be bearish. SEG-1: Earnings Season Prelude - No Fear of Correction SEG-2: Astro's & ETF's - It's All About Leverage SEG-3: The Irony of ETF's SEG-4: Dealing with the Dollar 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=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "No Fear of Correction," is here: https://www.youtube.com/watch?v=EtaKUHTNq-Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Bull Market is Alive and Well" https://www.youtube.com/watch?v=DtaiG62GGL4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=141s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #BullishMarket #InvestorGreed #MarketCorrection #MarketConsolidation #OilPrices #Tariffs #ETFs #PassiveInvesting #MarketTrends #InvestingStrategies #FinancialMarkets #InvestingAdvice #Money #Investing

Earnings season is upon us; will volatility pick up? A bigger question will be how tariffs may affect corporate earnings. Employment numbers are dipping into contraction zone as the economy slows. Markets sell off on renewed tariff news. Crude oil prices are creeping back up. No one is expecting correction...which is when they usually appear. Exchange-Traded Funds (ETFs) have exploded in popularity—driving a massive shift from active to passive investing. But is this trend distorting markets and concentrating risk? Lance Roberts and Jonathan Penn explore how ETF growth may be reshaping price discovery, liquidity, and investor behavior: Why do investors choose single-stock ETF's? Leverage. But that cuts both ways, when stocks are going up as well as going down. Lance and Jonathan examine FUnd performance vs Indexes over time. The irony of ETF's: They're passive, but being traded like stocks because of a "get-rich-quick" mentality. Speculation leads to broken markets. Lance and Jonathan discuss the US Dollar and why it remains the default reserve currency of the world, even as the mix of currencies evolves. Lance advises when it's time to be bearish. SEG-1: Earnings Season Prelude - No Fear of Correction SEG-2: Astro's & ETF's - It's All About Leverage SEG-3: The Irony of ETF's SEG-4: Dealing with the Dollar   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=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "No Fear of Correction," is here:  https://www.youtube.com/watch?v=EtaKUHTNq-Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Bull Market is Alive and Well" https://www.youtube.com/watch?v=DtaiG62GGL4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=141s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #BullishMarket #InvestorGreed #MarketCorrection #MarketConsolidation #OilPrices #Tariffs #ETFs #PassiveInvesting #MarketTrends #InvestingStrategies  #FinancialMarkets #InvestingAdvice #Money #Investing

Markets sold off on the announcement of new tariffs to be imposed in August, not surprisingly, in a start to working off markets' over sold condition. We're expecting more sloppiness for the next week or so. Markets are pretty deviated from the 20-, 50-, and 200-DMA's, and the "gravitational pull" of averages is likely to draw down stock prices at some point. 10-year Treasury yields have been on the rise the last few days. Why? Treasury Auctions are this week, and traders want to short the market to drive up yields, drive prices down ahead of that action. Crude oil has also been one of The Big Stories as of late, and prices are beginning to creep back up around $67-68/bbl. If oil can break above the 200-DMA, expect higher prices; we are also in hurricane season, and any closure of oil rigs in the Gulf will also goose prices higher. The Skew Index is reflecting a lot of volatility evaporating out of the markets as speculation returns. There is no fear of a correction now...which is generally a good time to hedge against one. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=EtaKUHTNq-Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: 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 #BullishMarket #InvestorGreed #MarketCorrection #MarketConsolidation #OilPrices #Tariffs #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

S1E1: From Med School to CMIO to CIO to AI Leadership On this episode, host Dr. Heather Bassett welcomes her med school friend Dr. Stephanie Lahr. Dr. Lahr recently founded Vital Thread Advisory where she is using her years of experience as a physician, CMIO, CIO and now a healthcare AI leader and advisor. 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

In this in-depth interview with Maggie Lake, chockfull of investing advice, Peter Boockvar, CIO of Bleakley Financial and Editor of the popular Substack the “Boockvar Report” offers crucial insights into the markets and the U.S. economy. With significant concerns over the impact of tariffs and a belief that valuations haven't priced in the risk… he believes with Q1 and Q2 2025 GDP growth averaging a mere 1%, we're "knocking on the doors of a recession,” Peter highlights compelling opportunities in international equities and commodities including specifics on oil, precious metals and real estate. He also says the years of “set it and forget” it are passed and active portfolio management is the future as traditional S&P 500 returns are unlikely to be repeatable in the coming decade. Takeaways:Why Peter Is Concerned About TariffsWhy The Mag 7 Is Now The Mag 3.5International Equities Will Have Upside For YearsWhy Peter Believes We're In A Bond Bear MarketThe Commodities Peter Thinks Have Upside Now Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Want Peter and Bleakley to review your portfolio? Go to wealthion.com/free, fill out the form, and ask Bleakley Financial :00 Tariffs and Taxes — Why Even a 10% Tariff is Troublesome3:50 Doing the Math on Tariffs & Growth5:00 Valuations & Risk, Retail vs Institutional Investors & Buying the Dip7:45 The Mag 7 Trade Has Turned into 3 and a Half10:40 The Upside to Investing Outside the U.S.16:39 Proof The U.S. Dollar Is Losing It's Reserve Currency Status And The Effects on Treasuries27:46 The Sectors Peter is Watching-OIL31:15 Hard Assets-Silver32:35 Hard Assets-Uranium35:45 Hard Assets-Real Estate and Peter's Picks42:45 What Peter's Worried About and What He Thinks Works44:06 Recession Is Knocking On The U.S.'s DoorConnect with us online: Website: https://www.wealthion.comX: https://www.x.com/wealthionInstagram: https://www.instagram.com/wealthionofficial/LinkedIn: https://www.linkedin.com/company/wealthion/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a text00:00 – Groq is the private market Nvidia? 07:24 – Figma's IPO a buy? 13:30 – Robinhood's pre-IPO stock tokenization legal and good for investors?PARTICIPANTSNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs…X - @AaronGDillon…LinkedIn - www.linkedin.com/in/aarondillonnyc

In this episode of Regulation Matters: a CLEAR conversation, host Line Dempsey kicks off a two-part series in partnership with CLEAR's 2024-25 Premier Partner, Tyler Technologies. Joined by Ken Anderson, CIO of the Arkansas Department of Labor and Licensing, and Christy Williams, General Manager for Tyler's Arkansas unit, the conversation explores how Arkansas is harnessing technology to streamline regulatory processes, enhance public engagement, and modernize professional licensure frameworks. Topics include digital transformation across multiple licensing entities, balancing accessibility for different generations of users, measurable gains in efficiency and cost savings, and how flexible digital platforms support both consumer protection and economic mobility. This episode offers a close-up look at how smart regulatory technology can drive meaningful change for agencies, licensees, and the broader public. Transcript: http://clearweb.drivehq.com/podcast_transcripts/CLEAR_podcast_episode91_Tyler_digital_070825_transcript.pdf

Markets did NOT crash while we were on vacation! Investor greed, however, is at extreme levels, along with over bought levels in the market, and the 13 composite technical indicators we track. There is lots of retail speculation afoot, and whenever you see things at this high level, this is where you're set up for some type of event to cause a short term correction or consolidation. What that event might be, nobody knows. Tariffs could play a role here. This is not a great place to chase markets; instead, this could be an opportunity to re-balance risk in portfolios and take some profits if you've had big gains in the recent rally.  Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=lneFe1hqJc4 ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: 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 #BullishMarket #InvestorGreed #MarketCorrection #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Richard Bernstein, CEO and CIO of Richard Bernstein Advisors, calls this the most speculative investment climate he has ever seen in his lengthy career. The good news? As investors chase overpriced assets with negligible value, many neglected stocks are high-quality, dirt-cheap, and poised to soar. In other words, as Bernstein says, a lot of Maseratis are priced like Fords. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hyunsu Jung is CIO and Board Member at Hyperion. Max Fiege is an Advisor to Hyperion and a prominent Hyperliquid investor.In this episode, we speak with the team behind Hyperion (formerly Eyenovia), the first NASDAQ-listed company to adopt HYPE as a crypto treasury reserve, diving into their recent $50M investment, HYPE staking plans, and a vision to become a leading validator on Hyperliquid.------

In this episode of Sales is King, Dan Sixsmith interviews Mike Trkay, the Chief Information Officer at FICO. They discuss the evolving role of a CIO, the importance of customer engagement, and how technology decisions are made in a collaborative environment. Mike shares insights on differentiating in a competitive market, the significance of building trust with customers, and the lessons learned throughout his career. The conversation also touches on the changing expectations of buyers in the B2B space, particularly in relation to technology and AI.TakeawaysMike Trkay emphasizes the importance of a customer-focused role for a CIO.Technology decisions at FICO are made collaboratively across various teams.AI has been a part of FICO's operations for decades, focusing on predictive analytics.FICO differentiates itself by providing analytics rather than just raw data.Building trust with customers is crucial for long-term relationships.Managing expectations is key to successful customer engagement.Mike's career path highlights the value of mentorship and learning from experiences.Listening and asking questions are vital skills in business interactions.Business outcomes should take precedence over technology for technology's sake.The expectations of buyers are evolving, particularly with younger generations. Chapters00:00 Introduction to FICO and Mike Trkay's Role03:10 Navigating Technology Decisions in a Customer-Centric World06:24 FICO's Unique Position in the Market09:10 The Role of the CIO in Sales and Customer Relationships12:24 Managing Expectations and Building Trust15:12 Expanding Opportunities and Customer Experience18:12 Handling Issues and Turning Problems into Opportunities22:49 Building Strong Relationships with Clients25:23 Mike Trkay's Journey to CIO at FICO30:51 Mentorship and Early Career Lessons36:11 Navigating Stress and Decision-Making40:13 Understanding Modern Buyer Expectations45:02 Introduction to Sales Dynamics45:02 Understanding Customer Needs

The US has been at the vanguard of the global AI revolution, having been responsible for the bulk of innovation, capital spending, and adoption. But there are plenty of underappreciated investment opportunities in the rest of the world. In this podcast, CIO tech guru Sundeep Gantori explains how to gain exposure to AI innovation in Asia, Europe, and the Middle East, with co-hosts Christopher Swann and Belinda Peeters.

In this episode of The Digital Executive podcast, host Brian Thomas welcomes Aaron Tate, Senior Vice President and CIO at TechnoMile. With over 15 years in government contracting and defense, Tate shares how his diverse background in engineering, consulting, and field deployment shaped his product-first, customer-centric approach. At TechnoMile, he leads the development of secure, AI-enabled cloud solutions that help GovCon businesses find the right opportunities, remain compliant, and accelerate contract performance.Aaron also discusses how TechnoMile's platform—built specifically for the public sector—enables government contractors to stay competitive through tools like GovSearch AI and Notices IQ. As the industry embraces agentic AI, Aaron offers insight into how emerging technologies will redefine how proposals are built, opportunities are identified, and digital transformation is achieved. For anyone navigating the evolving GovCon space, this conversation offers a clear look at what's next.Subscribe to the Digital Executive Newsletter for curated strategies, expert perspectives, and industry trends. Sign up now here.

Markets have recovered fast - maybe too fast. Alan and Niels unpack what sits beneath the surface: a bond market brushing off record deficits, volatility draining from asset prices, and trend followers caught between sharp reversals and shrinking conviction. They explore how sentiment, structure, and speed are shaping today's trading environment, and what most investors still underestimate about liquidity, macro policy, and risk. With fresh research in hand, they ask whether drawdowns are misunderstood, if diversification has become an illusion, and why clarity often emerges only after the pain. We do recognize that we had some technical issues with this recording and appreciate you for sticking with us.-----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.Episode TimeStamps:00:57 - What has caught our attention recently?04:38 - Industry performance update07:38 - Is trend thriving?09:57 - Dunne's global macro overview16:33 - A catastrophic year for the dollar18:12 - Is this time different for trend following drawdowns?27:26 - The value of long term track records34:30 - Is trend following flawed?37:48 - What are investors actually interested in?44:32 - What is up for next week?Copyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about

Jul 3, 2025 – The U.S. dollar is on the verge of breaking a 14-year trend. In today's Smart Macro edition of the Financial Sense Newshour, Chris Puplava, CIO of Financial Sense Wealth Management, dives into what this pivotal moment means...

In this episode of Around the Desk, Sean Emory sits down with three investors who have been closely following IREN — the Bitcoin miner now pivoting toward high-performance computing (HPC).We dig into the key questions:• Can a miner really become an AI infrastructure player?• What's happening on the ground with grid capacity, permitting, and capex?• Are they executing or just announcing?Guests Kama, Frans, and Dulce join anonymously (X-style) to break down their views — from land records and site visits to financial modeling and risk.This is a technical, high-conviction conversation for anyone trying to understand the shift from Bitcoin mining to AI compute infrastructure.0:00 Intro1:50 Backstory4:15 Kama view on the pivot to HPC8:15 HPC execution?9:20 Dulce adds in to HPC pivot thoughts...16:40 Frans adds in.52:20 Valuation views?62:45 Risks—Hosted by: Sean Emory, Co-Founder & CIO of AvoryPodcast: Around the Desk by Avory—⚠️ Disclaimer: This podcast is for informational purposes only and does not constitute investment advice. All views expressed are those of the individual participants and do not represent the opinions of Avory or its affiliates. Always do your own research before making investment decisions.$IREN $CORE $NVDA

"IS THE CIO DRAGGING DOWN THE FAMILY OFFICE'S PERFORMANCE? (And What Can You Do About It?)" with R. ADAM SMITH. https://open.spotify.com/episode/1Cl26HkpjZBnovg3zumuBx?si=0c7e252e629d4603 https://youtu.be/p3VtFCVpp8o The Family Office CIO job involves a delicate high wire act. The position can be the fraught intersection of: Asset Allocation (& collision of "endowment" vs "family adjacent" strategy) Cash Management Deal Sourcer/Vetter Club Deal Gatekeeper Risk & FOMO mitigater Overall One-Man Band R. ADAM SMITH advises families around deal and investment structure via RAS CAPITAL PARTNERS. We discuss the evolving CIO in family offices, Our discussion addresses the importance of expectation-setting on both sides. We get into what the families can do to understand their own needs (and why they might be the problem!). The goal is to help both sides unlock potential and get out of the way of performance. Adam Smith's Background (2–3 min) Adam gives a brief personal background and current work with family offices Set up the problem: Many family offices operate with misaligned or underperforming CIO structures Mention growing tension between opportunistic deal flow vs. structured allocation frameworks CIO Dragging: Defining the“Non-Functioning CIO” (3–4 min) Describe what a non-functioning or misaligned CIO looks like in a family office Common traits: reactive, relationship-driven over process-driven, lacking risk discipline The consequences: inconsistent returns, governance confusion, lack of accountability Deal-Driven vs. Allocation-Based Models (4–5 min) Explain the difference between a deal-centric CIO vs. one focused on institutional-style allocation Why the dealmaker mindset often prevails in emerging family offices Tradeoffs: speed and access vs. diversification, scalability, and defensibility Challenges when there's no clear investment policy statement (IPS) Why Do Families Tolerate This? (2–3 min) Emotional and trust-based dynamics—families often default to familiarity over structure Over-indexing on "access" as value Underestimating the long-term risks of ad hoc strategies What CIO Institutionalization Looks Like (3–4 min) What a functional, institutional CIO framework looks like (clear mandate, reporting, delegation, rebalancing discipline) Role of governance in supporting this structure When and how to make the transition—triggers and best practices Cultural and Generational Resistance (2–3 min) Why some families resist institutionalization How generational shifts are challenging legacy CIO models Importance of aligning values and objectives—not just tactics Closing Thoughts THE CIO DRAGGING ON THE FAMILY OFFICE PERFORMANCE (2 min) Tie back to broader themes of sustainability, legacy, and governance in family offices Call to action: revisit your CIO model—does it reflect your goals or just your past? Emphasize the importance of aligning investment leadership with broader family vision Other CIO Dragging Considerations- Do the staffing and comp models adequately align the employer and employee?   What does a successful structure look like and how much does it cost?   What dos a minimum structure look like and how much does it cost?   Are CIO's under resourced and put in a failing position?   How does career risk factor into CIO decision-making?   Does the threat to the family's relevance in decision-making risk factor into this?   How much time is wasted doing “pretend” work to maintain access to other family offices deals?   Do you measure investment adjacency to the family specialty and how should that affect the evaluation of the CIO's performance?   What happens when a deal-centric CIO is thrust into an asset class that is out of their expertise?   What is the benchmark performance for a FO CIO these days?   On the ESG, DEI,

On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Brad Johnson, co-founder and CIO of Vintage Capital. Brad shares his journey from institutional private equity to building a $200M+ mobile home park portfolio and discusses why he's doubling down on the asset class today. They dive into due diligence strategies, creative seller financing structures, and why Brad prefers long-term holds with strong operators over short-term flips. The trio also tackles current legislative risks, how rent control could impact MHP valuations, and why Brad isn't chasing distressed multifamily deals. Brad Johnson Current role: Co-Founder and Chief Investment Officer, Vintage Capital Based in: Irvine, California Say hi to them at: info@vintage-funds.com | vintage-funds.com Go to https://zbiotics.com/BESTEVER  and use BESTEVER at checkout for 15% off any first time orders of ZBiotics probiotics. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Moritz Seibert speaks with Asim Ghaffar, the founder and CIO of AG Capital, a Boston-based macro hedge fund. Asim explains why he believes insourcing rather than outsourcing the organizational processes of running a hedge fund business is critical and how it can add long-term value to the business. He also describes why sales and branding are key components to a successful investment management business, and how AG Capital connects with clients and prospective investors. In the second part of the conversation, Asam and Moritz speak about AG Capital's style of trading, how they position size, why they take concentrated positions, how their methods differ from those of systematic trend following funds, and what their current long-term and short-term investment themes are, touching on gold, Bitcoin, copper, natural gas, and some other markets.-----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 Moritz on Twitter.Episode TimeStamps:02:13 - Introduction to Asim Ghaffar and AG Capital06:48 - What defines a great hedge fund?12:13 - How do you find clients as a hedge fund?18:32 - Creating world class in-house operations25:32 - Ghaffar's framework for building portfolios35:05 - How Ghaffar differs from a classical trend follower39:16 - Why Ghaffar enforces a fixed number of positions41:40 - What is so cool about stocks?46:16 - Why Ghaffar sometimes decreases an exposure51:36 - How Ghaffar approaches gold54:05 - Why AG Capital stays away from Bitcoin01:01:54 - Is China actually more democratic than the US?Copyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can

In this episode of Coin Stories, Natalie Brunell interviews Bill Miller IV, CIO of Miller Value Partners, about why he's bullish on Bitcoin. What you'll learn: Why Bitcoin is undervalued and underappreciated, especially by TradFi How corporate Bitcoin treasuries are reshaping finance Insights on overlooked investment opportunities Are we in a recession? The future of Bitcoin-backed securities and stablecoins ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. Checking if you're eligible will not impact your credit score. If you're eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month, then 1% for the remainder of that month. Learn more at https://www.gemini.com/natalie  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Coin Stories is also powered by Bitdeer Technologies Group (NASDAQ: BTDR) is a publicly-traded leader in Bitcoin mining and high-performance computing. Learn more at https://www.bitdeer.com  ---- Natalie's Bitcoin Product and Event Links: Earn 2-4% back in Bitcoin on all your purchases with the orange Gemini Bitcoin credit card: https://www.gemini.com/natalie   Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing