Podcasts about CIO

¡Inicio de temporada! La SCJN elimina que creaciones de AI sean de dominio público | Ante avance digital, Hacienda reconoce necesidad de actualización regulatoria | BBVA México agrega tecnología BI a su oferta empresarial | Foxconn invertirá $168 mdd en subsidiaria mexicana | El ITESM es una de las historias innovadoras | Así lo dijo el VP de Políticas públicas de AWS, Shannon Kellogg | el experto en AI Carlos Glatt nos comparte el prompt que le cambió la vida | Jaime Sánchez Ramírez, CIO de Hospital Ángeles Health System, nos da el IT Masters Insight

In this episode of Excess Returns, we sit down with Brent Schutte, CIO of Northwestern Mutual, to discuss the current macro landscape and what it means for investors. Brent shares his balanced perspective on the Fed, inflation, tariffs, concentration risk in markets, and why diversification may be more important now than ever. With over 30 years of investing experience, Brent provides valuable lessons from past cycles that help put today's environment in context.The Fed's dual mandate and why both inflation and unemployment risks matterHow tariffs could reshape growth and inflation dynamicsMarket concentration and the dominance of the Magnificent SevenLessons from past cycles (1999 tech bubble, 2007 commodities, Japan in the 1980s)The role of diversification, including small/mid caps, international equities, and commoditiesActive vs. passive investing and how to evaluate managersRecession signals, rolling recessions, and hidden economic weaknessWhy humility and balance are essential in portfolio construction00:00 – Introduction & importance of diversification02:00 – The Fed's mandate and tariffs' impact on growth & inflation07:30 – Reaction to Powell's Jackson Hole speech & Fed independence15:20 – Hidden recession, labor market signals & AI's economic role20:30 – Reliability of recession indicators post-COVID26:00 – Tariffs, uncertainty & risks for investors28:40 – Market concentration and the Magnificent Seven34:00 – Rethinking diversification: 60/40, commodities, and international exposure41:20 – Lessons from past market cycles (Japan, dot-com, China, commodities)45:15 – Passive flows, active management, and evaluating skill vs. luck50:00 – Government stakes in companies (Intel discussion)52:00 – Standard closing questions & final lessons

In this special edition of the InsTech podcast, Robin introduces listeners to new colleague Chris Eberly, Insurance Practice Lead at Datos Insights, following Datos' recent acquisition of InsTech. Chris brings more than 30 years of carrier experience and a unique practitioner's perspective on the forces shaping insurance today. Together they explore what this new chapter means for InsTech members, the wider insurance ecosystem, and why Datos' blend of advisory, research and community makes a timely fit. Along the way, Chris shares why operational efficiency is top of the agenda, how underinsurance is being tackled, and why AI is no longer just hype but a genuine driver of transformation. This conversation is part industry briefing, part fireside chat. Listeners will come away with a clearer view of the challenges and opportunities ahead — from regulatory pressure to CIO priorities — and hear how InsTech and Datos plan to deliver value together. Robin also uncovers Chris's surprising background outside insurance, including his lifelong passion for the carillon (a rare bell-tower instrument) and what raising six children and seventeen grandchildren has taught him about navigating complexity. Key themes discussed include: What Datos Insights does and how it complements InsTech's mission Why carriers are focusing on risk operations and decision speed The scale of underinsurance and how data and property insights can help What's really happening with AI adoption inside carriers The evolving role and pressure of the CIO Why combining advisory, research and community is so powerful Chris's personal story: carillons, family and a passion for making insurance better If you like what you're hearing, please leave us a review on whichever platform you use or contact Robin Merttens on LinkedIn. You can also contact Chris Eberly on LinkedIn to start a conversation! Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Measure the significance of operational efficiency (“risk ops”) in improving underwriting performance and decision speed. Specify the ways AI is being applied pragmatically in insurance operations, beyond the hype. Explain why CIOs face increasing pressure to balance legacy systems with rapid technology adoption. If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 370 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

As trend following begins to reassert itself, Niels and Nick Baltas dig beneath the surface of recent CTA performance - where the signals are working, why fixed income remains unresolved, and how speed is revealing deeper structural divides. But this episode goes beyond attribution. What if the industry has mistaken correlation shifts for changes in signal speed? What if the very idea of a “trend beta” is flawed? And what if compounding durable returns isn't about chasing performance, but protecting against path? This is a conversation about design over style, clarity over convention, and the quiet decisions that shape real outcomes.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Nick on Twitter.Episode TimeStamps:00:50 - Catching up05:02 - Industry performance update13:18 - How the speed of trend following strategies is changing24:13 - Is there a way to define speed differently?32:19 - Do we have the right definition of a trend index?38:20 - Brainstorming ideas on how to improve trend following benchmarks43:50 - The best car needs the best brakes49:26 - Baltas framework for enhancing trend following performanceCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the...

Subscribe to YouTube Today's guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio's investment research team for nearly a decade. In today's episode, Bob discusses the macroeconomic landscape — from the Federal Reserve to the impact of tariffs and the dollar's long-term overvaluation. He highlights the disconnect between weakening economic data and elevated stock valuations, noting that prices can't diverge from the real economy for long. He also emphasizes the role of asset allocation and diversification, with a focus on TIPS, bonds, and hedge fund replication strategies. (0:00) Starts (1:09) Introduction of Bob Elliott (4:13) Tariffs consequences (8:53) Dollar performance (13:09) Evaluation of asset dislocations and investment opportunities (18:55) Sentiment towards bonds (22:11) Global macro strategies (36:07) Portfolio diversification and addressing high fees (44:51) Role of illiquid assets and transparency in private investments (52:15) Bear market impacts and regulatory challenges (59:28) New product developments and liquid venture prospects ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Hancock Talks, we're excited to welcome Kartik Sakthivel, CIO at LIMRA and LOMA, and Mike Bellig, our new host. Together, they explore how AI is reshaping the advisor-client relationship, streamlining operations, and helping financial professionals better connect with the next generation of clients. Why you should tune in: Win over Gen Z & Gen Alpha: Discover how AI can help you meet younger generations' expectations for speed, transparency, and personalization  Put the “life” back in life insurance: Learn how AI is shifting the narrative from risk to lifestyle, making conversations more meaningful and client-centric Augment human connection: Understand why AI should be seen as augmented intelligence— a tool to help you work smarter and deepen relationships, not replace them Start small, scale smart: Get practical tips on integrating AI into your practice today — from email summarization to personalized client insights Listen now to explore how AI can elevate your approach to life insurance sales and future-proof your business. INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY082625941-3 

Today's guest is the perfect expert to discuss a year as volatile as 2025 has been so far.Cem Karsan is Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter.Heading into 2025, Cem warned us that he predicted it would be a year of heightened volatility. And that certainly proved true in the first half of the year.But what about the road ahead?Are we through the worst of the bumps, twists and turns the market will throw at us this year?Or is the ride about to get rocky again?Let's hear straight from the man himself.#volatility #marketcorrection #wealthgap _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

This week, Pete Hogan, Senior Vice President of Technology at Compana Pet Brands, shares his journey from a systems integrator to an award-winning CIO, revealing how he navigates a complex, multi-brand landscape to drive growth and innovation. Learn how Pete unified disparate IT teams into a single, cohesive unit and successfully led a rapid cloud upgrade with zero major issues. He discusses his philosophy of shifting from a "player coach" to a "mentor contributor," empowering his team to become strategic business partners. From handling rapid-fire acquisitions to leveraging AI for company-wide training, Pete offers invaluable wisdom on strategic thinking, humility, and the power of giving back to the community that shaped his career.Guest Links:Pete's LinkedInCompana Pet BrandsCredits: Host: Lisa Nichols, Executive Producer: Jenny Heal, Marketing Support: Landon Burke and Joe Szynkowski, Podcast Engineer: Portside Media

Bitcoin sits at a crossroads, with analysts split between a rebound to $118K or a drop to $105K. Meanwhile, Ethereum is dominating inflows, with ETH ETFs pulling 10x more than Bitcoin in the past week — raising questions about Wall Street's new favorite. In D.C., Bo Hines says the Bitcoin Reserve Act will pass in 2025, while Trump's 401(k) order could reshape retirement investing. Scott is joined by Matt Hougan, CIO of Bitwise, to break down what this all means for Bitcoin, Ethereum, and the next phase of adoption.

In this episode of Money Tales, our guest is John Dinsmore, PhD. Fear of failure can be a powerful motivator. John never intended to become a marketing expert. During college and beyond John was in a rock band called "Fried Moose." He tells us that, at the time, he was so afraid of letting his bandmates and family members down as he pursued a career in music that he threw himself into band promotion and merchandising. That fear-driven hustle accidentally built the exact skills that would later land John his first marketing job and eventually make him a professor who is focused on financial decision-making. John Dinsmore is a Professor of Marketing at Wright State University in Dayton, Ohio and author of The Marketing of Debt: How They Get You. He is regularly featured in publications such as Forbes, CIO, CBS Marketwatch and US News & World Report for his market commentary and is a frequent conference speaker at organizations such as the American Marketing Association and the Association for Consumer Research. At Wright State, Professor Dinsmore teaches a variety of courses including Digital Marketing, Strategy and Creativity & Problem-Solving, garnering multiple teaching awards. He has provided executive training services to the United States Air Force and Speedway Corporation. His academic research primarily focuses on financial decision-making, methods of payment, and mobile applications, having been published in academic journals including Psychology & Marketing, Journal of Business Research and International Journal of Research in Marketing.  He also recently wrote a chapter for the Handbook of Experimental Finance. Dinsmore has published business cases designated at “Best Sellers” by Harvard Publishing focusing on strategy and analytics. These cases are taught in MBA programs across North America, Europe, Asia, and South America at institutions such as University of Chicago, Peking University, and King's College. This Fall, he will be a featured speaker at TEDx-Dayton to discuss his research on financial decision-making. Prior to earning his PhD, John Dinsmore worked in the marketing industry for 14 years in various roles. Dinsmore holds a BA in Political Science from James Madison University, an MBA in Marketing & Finance from University of Georgia, and a PhD in Marketing from University of Cincinnati. He lives in Dayton, Ohio with his wife, two sons, and a gigantic bulldog named Creed.

Nvidia reported earnings with strong overall results, but Wall Street was not impressed. Despite solid forward guidance, a data center revenue miss rattled investors and sent the stock lower. Lance Roberts & Michael Lebowitz break down Nvidia's earnings highlights, why guidance failed to wow the bulls, and what this means for tech stocks going forward; the ongoing soap opera that is the Federal Reserve: Jerome Powell, Lisa Cook, and dovish vs hawkish monetary policy stances; a discussion of the evolution of markets and investing as "entertainment." * Nvidia's Q2 2025 earnings breakdown * Why data center revenue is the market's key focus * How Wall Street is reacting to Nvidia's guidance * What this could mean for broader tech sector momentum

Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years. Before that, he was Head of Fixed Income Alternatives and the lead Portfolio Manager for the GS Global Opportunities Fund at Goldman Sachs Asset Management (GSAM) for seven years. Prior to joining Goldman Sachs, Jonathan was a Managing Director and Senior Portfolio Manager at Mellon Capital Management for 11 years in the Systematic Global Macro team. This podcast covers investment philosophy, alpha, risk premia, quant, multi-manager/pod shops, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Nvidia reported earnings with strong overall results, but Wall Street was not impressed. Despite solid forward guidance, a data center revenue miss rattled investors and sent the stock lower. Lance Roberts & Michael Lebowitz break down Nvidia's earnings highlights, why guidance failed to wow the bulls, and what this means for tech stocks going forward; the ongoing soap opera that is the Federal Reserve: Jerome Powell, Lisa Cook, and dovish vs hawkish monetary policy stances; a discussion of the evolution of markets and investing as "entertainment." * Nvidia's Q2 2025 earnings breakdown * Why data center revenue is the market's key focus * How Wall Street is reacting to Nvidia's guidance * What this could mean for broader tech sector momentum

Mike Azlen joins Moritz Seibert for a frank look at carbon markets, and why much of what passes for climate action may be making things worse. While offsets dominate headlines, it's the regulated markets that deliver real emissions cuts by design, not intention. They unpack how cap-and-trade channels profit into abatement, why moral hazard plagues the voluntary space, and where long-only investors can find a real risk premium. From structural inefficiencies to measurable impact, this is a conversation about aligning incentives with outcomes - in a market where price isn't just a signal, but a lever.-----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 Moritz on Twitter.Episode TimeStamps:02:14 - Introduction to Mike Azlen04:00 - What are Carbon Markets and how do they function?13:32 - How Carbon Markets work in different countries16:35 - The complexities of carbon offsets - viable or just a scam?21:58 - Is Carbon Capture a viable solution to the climate crisis?25:44 - Why is there a risk premium in compliance carbon markets?29:31 - The difference between spot and physical permits32:35 - Why is the funding premium so large in California?33:49 - The investment philosophy behind Carbon Cap Management36:56 - It's all in the EUAs40:50 - The positive impact of Carbon Cap Management45:39 - Wrapping upCopyright © 2024 – CMC AG – All Rights Reserved----PLUS:...

Amit Kinha - Field CTO @DoITInt | FinOps Foundation Board Member discusses how the relationship between technology and financial accountability has evolved, and how mainstream FinOps is shifting IT focus around innovation. SHOW: 953SHOW TRANSCRIPT: The Cloudcast #953 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:DoIT - Intent Aware FinOpsDoIT hires Citigroup FinOps Star as ExecutiveFinOps FoundationFinOps X (event)Topic 1 - Welcome to the show. Tell us about your background and your involvement in FinOps.Topic 2 - We've been through the early days of cloud, where we were told that cloud was cheaper, and then after COVID, everyone seemed to realize that cloud was actually more expensive. Where are we with FinOps and companies understanding how to think about cloud spending?Topic 3 - You work with the FinOps Foundation. What types of roles do you see focused on FinOps, and how is that evolving as there is greater cloud cost visibility across an entire organization? Topic 4 - How has the technology around FinOps evolved? How much is still manual? How much is piecing together different costs from different systems? And how much is evolving to have an AI component? Topic 5 - How do the tools and platforms from DoIT help to make FinOps easier for companies? What are some of the key areas of focus, and some insights you're hearing from the companies that you work with directly? Topic 6 - If you had to give a CIO or CFO guidance on how to best think about FinOps, what are the top things you would focus on? FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

Taylor Swift's engagement has captured global attention—but does it matter for investors? Lance Roberts & Danny Ratliff examine why celebrity headlines dominate financial chatter, what it says about investor psychology, and why distraction often shows up near the peak of speculative markets. ✅ How celebrity news becomes a market “story” ✅ Why investors chase hype instead of fundamentals ✅ The risks of distraction during late-stage bull markets ✅ What Taylor Swift's engagement says about sentiment-driven investing Markets move on emotion as much as data—and when Wall Street obsesses over pop culture, it often signals froth. We'll show you why this cultural buzz might be less about Taylor Swift and more about where we are in the market cycle. SEG-1a: The Meme Market: Investing for Entertainment SEG-1b: Market Complacency Setting Up for Correction SEG-2a: Taylor Swift Engagement & Influence on Markets SEG-2b: The Cracker Barrel Capitulation SEG-2c: Nvidia Earnings Preview SEG-2d: The Government Takes a Stake in Intel SEG-2e: Lance Agrees with Danny. Twice! SEG-2f: Hot to Trade Collapse of French Government Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=FwYPTOh0PBk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- The latest installment of our new feature, Before the Bell, "Low Volatility Begets High Volatility" is here: http://bit.ly/4fTiayV -------- Our previous show, "Are Robo Advisors All They're Cracked Up to Be?" can be viewed here: https://www.youtube.com/watch?v=c1ZZOzPLRME&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "Momentum Strategies And Physics: Mass And Velocity Matter" https://realinvestmentadvice.com/resources/blog/momentum-strategies-and-physics-mass-and-velocity-matter/ “Buy Every Dip” Remains The Winning Strategy…For Now https://realinvestmentadvice.com/resources/blog/buy-every-dip-remains-the-winning-strategyfor-now/ "Market Valuations Don't Matter…Until They Do" https://realinvestmentadvice.com/resources/blog/market-valuations-dont-matter-until-they-do/ ------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- 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/ #BullishTrend #LowVolativity #HighVolativity #NegativeDivergence #MarketCorrection #MarketVolatility #NASDAQ #20DMA #TaylorSwift #StockMarket #MarketPsychology #Speculation #InvestingTrends #InvestingAdvice #Money #Investing

Department of Government Efficiency members stored a copy of a massive Social Security Administration database in a “vulnerable” custom cloud environment, putting more than 300 million people's personal information at risk, the agency's chief data officer said in a new whistleblower complaint. The complaint, filed with Congress on Tuesday, revealed new concerns from CDO Charles Borges about “serious data security lapses” allegedly involving DOGE officials working at the SSA. According to the complaint, those officials, under the direction of SSA Chief Information Officer Aram Moghaddassi, granted themselves permission to copy Americans' Social Security information onto a cloud server with no verified oversight, violating agency protocols. The Government Accountability Project wrote on behalf of Borges in the complaint that the “vulnerable cloud environment is effectively a live copy of the entire country's Social Security information from the Numerical Identification System (NUMIDENT) database, that apparently lacks any security oversight from SSA or tracking to determine who is accessing or has accessed the copy of this data.” The NUMIDENT data includes all the information applicants use for a Social Security card, including their name, phone number, address, place and date of birth, parents' names and Social Security numbers along with other personal information. The complaint warned: “Should bad actors gain access to this cloud environment, Americans may be susceptible to widespread identity theft, may lose vital healthcare and food benefits, and the government may be responsible for re-issuing every American a new Social Security Number at great cost.” Adele Merritt is out as the top IT official at the National Institutes of Health after roughly eight months in the role, again changing up the leadership in the position. Merritt was first announced as the new chief information officer in December after most recently serving as CIO of the intelligence community. At the time she took on the position, the role hadn't had a permanent official in roughly two years. Merritt's departure comes as the Trump administration has sought to reduce the federal workforce and reshape federal agencies, including HHS. In March, Secretary Robert F. Kennedy announced plans to cut 10,000 workers from the agency on top of 10,000 who had already left via incentivized resignation and retirement offers from the administration. A recent ProPublica analysis of HHS's public directory found that the health agency has lost roughly 18% of its workforce since January. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

Today, we'll take a look at something that is of the essence for anyone working with identities and the shift to the cloud. What is Group SOA, and why should you care? We reflect on the dependencies of Active Directory, the five stages of transformation, and what this capability will help you achieve. (00:00) - Intro and catching up.(05:20) - Show content starts.Show links- Group SOAProvide feedback- Give us feedback!

In a surprising turn, there are now more ETFs than individual stocks in the U.S., according to Morningstar. This shift has fueled a constant influx of cash into the stock market, leading retail investors to consistently buy the dip.  Charles is joined by Lance Roberts, CIO of RIA Advisors, who discusses the implications of this trend and the risks retail investors face. Despite the market's upward trajectory, Roberts emphasizes the importance of diversification and hedging, especially with stocks like Nvidia showing potential volatility. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What happens when a cybersecurity incident requires legal precision, operational coordination, and business empathy—all at once? That's the core question addressed in this origin story with Bryan Marlatt, Chief Regional Officer for North America at CyXcel.Bryan brings over 30 years of experience in IT and cybersecurity, with a history as a CISO, consultant, and advisor. He now helps lead an organization that sits at the intersection of law, cyber, and geopolitics—an uncommon combination that reflects the complexity of modern risk. CyXcel was founded to address this reality head-on, integrating legal counsel, cybersecurity expertise, and operational insight into a single, business-first consulting model.Rather than treat cybersecurity as a checklist or a technical hurdle, Bryan frames it as a service that should start with the business itself: its goals, values, partnerships, and operating environment. That's why their engagements often begin with conversations with sales, finance, or operations—not just the CIO or CISO. It's about understanding what needs to be protected and why, before prescribing how.CyXcel supports clients before, during, and after incidents—ranging from tailored tabletop exercises to legal coordination during breach response and post-incident recovery planning. Their work spans critical sectors like healthcare, utilities, finance, manufacturing, and agriculture—where technology, law, and regulation often converge under pressure.Importantly, Bryan emphasizes the need for tailored guidance, not generic frameworks. He notes that many companies don't realize how incomplete their protections are until it's too late. In one example, he recounts a hospital system that chose to “pay the fine” rather than invest in cybersecurity—a decision that risks reputational and operational harm far beyond the regulatory penalty.From privacy laws and third-party contract reviews to incident forensics and geopolitical risk analysis, this episode reveals how cybersecurity consulting is evolving to meet a broader—and more human—set of business needs.Learn more about CyXcel: https://itspm.ag/cyxcel-922331Note: This story contains promotional content. Learn more.Guest: Bryan Marlatt, Chief Regional Officer (North America) at CyXcel | On LinkedIn: https://www.linkedin.com/in/marlattb/ResourcesLearn more and catch more stories from CyXcel: https://www.itspmagazine.com/directory/cyxcelLearn more about ITSPmagazine Brand Story Podcasts: https://www.itspmagazine.com/purchase-programsNewsletter Archive: https://www.linkedin.com/newsletters/tune-into-the-latest-podcasts-7109347022809309184/Business Newsletter Signup: https://www.itspmagazine.com/itspmagazine-business-updates-sign-upAre you interested in telling your story?https://www.itspmagazine.com/telling-your-story

Jason reflects on last week's Jackson Hole Symposium, and speech delivered by Fed Chair Powell - we discuss what the speech suggests about the road ahead for monetary policy, and the market response. Plus, thoughts on overall market pricing as of late, and what investors have been focused on, along with a look at the latest asset allocation recommendations from CIO, per the latest UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

New investors often believe that higher risk equals higher reward—but that's not always the case. Lance Roberts & Jonathan Penn explore why newbie investors take on more risk than experienced ones, the common investing mistakes beginners make, and how risk management strategies can protect long-term wealth. From portfolio allocation to investor psychology, we'll compare how experienced vs. beginner investors approach risk and why discipline matters more than luck. If you're starting your investing journey, this discussion will help you avoid the traps that cost new investors money.

New investors often believe that higher risk equals higher reward—but that's not always the case.  Lance Roberts & Jonathan Penn explore why newbie investors take on more risk than experienced ones, the common investing mistakes beginners make, and how risk management strategies can protect long-term wealth. From portfolio allocation to investor psychology, we'll compare how experienced vs. beginner investors approach risk and why discipline matters more than luck. If you're starting your investing journey, this discussion will help you avoid the traps that cost new investors money.

August 26, 2025: Anika Gardenhire, RN, Chief Digital and Transformation Officer at Ardent Health, joins Reid Stephan, VP and CIO at St. Luke's Health System, to discuss the complicated world of nursing. As healthcare faces workforce shortages and an aging population, the discussion examines whether current documentation requirements are actual regulations or simply historical inertia that's never been questioned. Can we redesign nursing documentation to capture both the measurable "science" and the intuitive "art" that experienced nurses bring to patient care? Anika envisions a future where technology amplifies rather than replaces the human elements that define exceptional nursing care. Key Points: 01:03 Challenges with Nursing Flow Sheets 09:39 Reimagining Nursing Documentation 17:46 Role of EHRs in Future Nursing 21:25 AI and Technology in Healthcare 24:57 Final Thoughts and Encouragement X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer

This week, we're joined by David Boxer, TLIS, CIO of The Blake School. David shares his intentional approach to building leadership capacity within his technology team and fostering a culture of collaboration. He details the school's methodical, PLC-driven strategy for developing critical AI literacy and discusses the growing role of data governance.The Blake SchoolTechnology Leaders in Independent Schools (TLIS) certificationCenter for Institutional Research in Independent Schools (CIRIS), an organization to support the work of institutional research practitioners as they help schools collect, analyze, and operationalize data in support of their missionBreakthrough CollaborativeAsana Project ManagementApple Distinguished Educator ProgramGoogle for Education Certified Innovator Program28 Years Later, zombie film

What separates a legal department that saves money from one that builds competitive advantage? Two powerhouse CLOs, Rishi Varma (Cargill) and Tim Fraser (Toshiba America) - sit down with David Cowen to unpack the shift from legal risk managers to business growth drivers. If you're a legal leader, strategist, or tech-savvy operator, this is essential listening. The future isn't coming. It's here. And these leaders are already in it. Key Topics Covered: The AI Dividend: What it is, how to measure it, and why it's your next performance metric Data as Infrastructure: Why CLOs are racing to eliminate the “search function” and build a legal “brain” OKRs That Matter: How top legal departments align KPIs to business growth, not compliance checklists Tech Stack in Action: Inside the tools (Copilot, GenAI) that are driving real productivity gains today Talent Evolution: What CLOs actually look for in 2025, critical thinking, adaptability, and strategic fluency Cross-Functional Power Moves: Why your next big win requires partnering with your CIO (or CEO) From Perfection to Performance: Why "excellence over perfection" is the new rule of law

Discover how e-commerce is being reimagined with Eli Finkelshteyn, CEO and Founder of Constructor, as he joins host Deepak Sharma to explore how AI is transforming search, discovery, and retail media. From balancing art and science to building “one system, one AI, one brain,” Eli unpacks how search can move beyond relevance metrics to drive true customer delight and revenue growth.Eli shares his journey from computational linguistics to powering discovery for brands like Sephora and Under Armour. He explains how clickstream intelligence, AI shopping agents, and product insights agents are not just improving conversions, but reshaping how shoppers connect with products. Learn why he believes harmonizing business outcomes with user experience is the key to e-commerce's next leap forward.

In this episode of The Broadband Bunch, host Pete Pizzutillo speaks with Tracy Doaks, President and CEO of MCNC. Tracy shares her journey from state CIO to leading MCNC, which operates the North Carolina Research and Education Network. She discusses MCNC's 5,000 miles of fiber, its role in telehealth, and how middle-mile networks empower last-mile providers to serve rural communities. The conversation covers broadband as infrastructure of opportunity, the impact of public-private partnerships, challenges with funding and affordability, and the growing importance of cybersecurity and resiliency. Tracy emphasizes how broadband adoption fuels education, healthcare, job creation, and thriving economies across North Carolina.

Send us a text00:00 - Databricks Targets $100b in New Round08:42 - Canva Launches Tender at $42b Valuation15:27 - Eight Sleep Raises $100m at $1.5bNick 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 today's episode of the Elevate Your Career podcast, Nicole is joined by George Bock, Chief Information Officer for Generali Global Assistance.You're invited into a conversation about navigating change, innovation, and uncertainty in today's evolving world. The discussion touches on the importance of resilience, forward-thinking leadership, and the ability to see challenges not as roadblocks but as opportunities for growth. Themes of adaptability and vision run throughout, highlighting how embracing new perspectives can shape both personal and professional success.Nicole and George explore the influence of technology, emerging trends, and the ways individuals and organizations can prepare for the future. By considering diverse ways of thinking, from creative problem-solving to philosophical insights, the conversation encourages reflection on how different approaches can spark progress and new opportunities.This episode offers both inspiration and practical wisdom for anyone looking to grow, adapt, and thrive in a world of constant change. Learn why George believes AI and adaptability will define the next era of leadership, and what you can do to stay ahead.If you've enjoyed this episode of the Elevate Your Career podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:Why George believes that his psychology degree is more relevant to his career as a CIO than a computer science degree.His career path starting in financial sales, accounting, and auditing before transitioning to IT.The importance of taking risks and not being afraid to fail.The value of networking and forming personal connections in a competitive job market.George's experience with Toastmasters and how it has helped him become a better communicator.And much more...Guest Bio:George Bock is the Chief Information Officer for Generali Global Assistance. With over 30 years of experience, George is a proven leader in delivering $20M+ in value through digital transformation, automation, AI innovation, and global M&A for large and mid-sized companies, including many PE-backed firms. He specializes in uniting business and technology teams to achieve consensus and alignment, driving both strategic and tactical decisions that enhance ROI and operational excellence. George's expertise spans strategic IT leadership, global ERP/CRM transformations, and M&A strategy, due diligence, and integration. He brings deep knowledge in digital transformation, AI innovation, governance, risk management, and cybersecurity, as well as budget optimization and ROI analysis. Known for decisive leadership in high-stakes environments, he excels at guiding organizations through complex change with clarity and impact.Resources:George's LinkedInGenerali Global AssistanceIrvine Technology CorporationDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of the Elevate Your Career podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no...

When we think about digital transformation, most people picture engineers, coders, or the CIO. But the real heroes often sit outside of IT - people like Becky in Finance, HR leaders, procurement teams, and legal advisors. In this episode, Kat and Pete dive into why transformation only sticks when organisations empower these unsung heroes. From employee experience to automation, self-service, and AI, we explore how everyday change agents are driving sustainable innovation.

Este conteúdo é um trecho do nosso episódio: “#313 - HCor: Como a maturidade digital impulsiona a eficiência operacional”. Nele, Alex Vieira, CIO do HCor, fala da importância de implementar soluções tecnológicas que vão além de relatórios e dashboards para atuar diretamente nas operações mais sensíveis da empresa, otimizando processos. Ele ainda reflete sobre a diferença entre IA que impressiona e IA que transforma resultados práticos, mostrando como a tecnologia pode acelerar a operação com eficiência. 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.

Opinions by market pundits have been flying since Fed Chair Powell's remarks at Jackson Hole last week, leaving the door open for interest rate cuts as soon as in September. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains his continued call for a bullish outlook on U.S. stocks.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 the Fed's new signaling on policy and what it means for stocks. It's Monday, August 25th at 11:30am in New York. So, let's get after it. Over the past few months, the markets started to anticipate a Fed pivot to a more dovish stance this fall. More specifically, the bond market started to price in a very high likelihood for the Fed to start cutting interest rates again in September. Equities have taken their cues from this signaling in the bond market by trading higher through most of the summer – despite lingering concerns about tariffs, international conflicts and valuation. I have remained bullish throughout this period given our focus on historically strong earnings revisions and the view that the Fed's next move would be to cut rates even if the timing remained uncertain. Last week, the Fed held its annual symposium in Jackson Hole where they typically discuss near term policy intentions as well as larger considerations for their strategic policy framework. We learned two key things. First, the Fed seems closer to cutting rates in September than the last time Chair Powell spoke publicly. This change also comes after a week in which the markets were left wondering if he would remain more hawkish until inflation data confirmed what markets have already figured out. Clearly, Powell leaned more dovish. And with markets a bit nervous going into his speech on Friday morning, equities rallied sharply the rest of the day. Second, the Fed also indicated that it will no longer target average inflation at 2 percent. Instead, it will make 2 percent the target at all times. This means the Fed will not tolerate inflation above or below target to manage the average like it did in 2021-22. It also suggests a more hawkish Fed should the economy recover more strongly than is currently expected or inflation reaccelerates. From my standpoint, this is bullish for stocks over the next few weeks and markets can now fully anticipate Fed cuts in September. However, I see a few risks for September and October worth thinking about as the S&P 500 approaches our longstanding 6500 target. The first risk is the Fed decides to not cut after all because either growth is better or inflation is higher than expected. That would be worth a small correction in stocks given the high likelihood of a cut that is now priced in. The second risk is the Fed cuts but the bond market decides it's being too carefree about inflation and longer term bonds sell off. A sharp rise in 10-year Treasury yields would likely elicit a bigger correction in stocks until the Treasury and Fed regain control. Here's the important message I want to leave you with. A major bear market ended in April, and a new bull market began. It's rare for new bull markets to last only four months and more likely they last one-to-two years, at a minimum. What that means is that any dips we get this fall are likely to be buying opportunities for longer term investors. What gives us even more confidence in that statement is that earnings revisions continue to move sharply higher. The Fed uses economic data to make its decisions and that data is generally backward looking. Equity investors look at company data and guidance which is forward looking. This fact alone explains the wide divergence between equity prices and Fed decisions, which tend to be late and after equity markets have already figured out what's going to happen rather than what's in the past. Bottom line, I remain bullish on the next 12 months given what companies and equity markets are telling us. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

Eric Peters, CIO of Coinbase Asset Management joins Ryan to chart how crypto matured to today's institutional market with deep liquidity, ETF rails, and stablecoin clarity. They unpack why Wall Street is leaning in, why the next wave is digitally native issuance of treasuries, bonds, and equities on Ethereum, and how macro tailwinds (fiscal dominance, Fed–Treasury convergence, AI-driven productivity) intersect with crypto's reflexivity.  Risks and realities aren't ignored—over-financialized “treasury companies,” security lapses, and policy whiplash—plus a 12–18 month roadmap of real on-chain use cases as pensions and sovereigns start arriving.  ------

“The Magnificent Seven have been dragging the stock market higher, but underneath the hood a lot of stocks are struggling,” says Chris Vermeulen, founder and CIO of TheTechnicalTraders.com. “They're putting in major tops or hitting resistance levels. I do think we could see a huge collapse at any point. We just need some tipping point, some piece of data that could turn the tide.”Looking at patterns from past years, Vermeulen warns: “If the market does roll over here, we can see a very simple repeat where the market drops back to the April lows. That's a good 20 plus percent haircut in price.”Meanwhile, he sees a rare opportunity in gold: “Gold is screaming—it's like something is about to break. Charts point to a 20-plus percent move.”✅ FREE RESOURCESDownload The Private Wealth Playbook — a data-backed guide to strategically acquiring gold and silver for maximum protection, privacy, and performance. Plus, get Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

Morgan Creek follows its successful LATAM accelerator program by once again partnering with Outlier Ventures to launch its next cohort, this time for the MENA region. Join us for a thoughtful conversation led by Dimi Chatzianagnostou, CIO of Outlier Ventures, with Mark Yusko, CEO and Chief Investment Officer at Morgan Creek, and Xavier Segura, General Partner at Morgan Creek Digital. Topics include the appeal behind investing in MENA, Blockchain and AI infrastructure and the landscape moving forward.

Cybersecurity risks have become more complex and unpredictable than ever, yet many companies struggle to quantify these threats in terms that truly matter. How can CFOs and CISOs effectively communicate about risk, make smart security investments, and navigate the emerging challenges posed by AI? In this episode, CJ interviews Andy Ellis, a renowned cybersecurity leader, former CISO of Akamai, investor, director, advisor, leadership coach, and author of the book 1% Leadership. Andy unpacks why most companies measure risk the wrong way and breaks down his "Pyramid of Pain” framework for categorizing it. He discusses the dynamics between CFOs and CISOs in purchasing security tools, demystifies security budgeting and vendor negotiations, dives into the evolving role of AI in security operations, and explains why the CISO and CIO roles are on a collision course. Andy also reveals insider stories from the frontlines of major breaches, shares a compelling risk analogy inspired by vampires and zombies, and clears up once and for all why the demise of the Death Star was not a failure of risk management.—LINKS:Andy Ellis on LinkedIn: https://www.linkedin.com/in/csoandyAndy Ellis on X: (@CSOAndy) https://x.com/csoandyWebsite: https://www.csoandy.com1% Leadership: https://www.amazon.com/1-Leadership-Master-Improvements-Leaders/dp/0306830817How to CISO: https://www.howtociso.comDuha One: CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: —TIMESTAMPS:(00:00) Preview and Intro(02:49) Sponsor – Rillet | Pulley | Brex(07:23) Defining Risk: Technical & Human-Friendly Perspectives(09:20) Actuarial Risk Versus Human-Driven Risk(15:33) Why the Demise of the Death Star Wasn't a Failure of Risk Management(16:58) Sponsor – Aleph | RightRev | Navan(21:22) How the Death Star Metaphor Relates to Real-World Security Breaches(23:20) Why Risk Should Not Be Quantified in Dollar Terms(25:15) The Pyramid of Pain: Risk Severity and Surprise Levels(30:21) How CFOs and CISOs Should Partner on Security Purchases(34:03) Are Security Budgets Over or Under-Spent?(36:22) Balancing Budget for Security Tools and People(39:48) Tips for FP&As on Brokering the Security Budget With Your CISO(44:10) Factoring AI Uncertainty in a Three-Year Security Roadmap(46:38) AI Washing in Security Products and Realistic Impact(48:55) The Limitations of Security Operations(50:53) The Future of CIO and CISO Roles and Organizational Reporting(54:55) Why IT Shouldn't Report to the CFO(57:18) Israeli Unit 8200 and Cybersecurity Innovation(59:50) Startups Versus Public Companies: Differing Risk Models(1:02:52) Wrap—SPONSORS:Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.#Cybersecurity #RiskManagement #CISO #SecurityOperations #SecurityFinance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

This week, the GovNavigators welcome Jason Miller, Executive Editor at Federal News Network, for a wide-ranging conversation on the state of federal acquisition and IT leadership. From the long-awaited FAR overhaul and GSA's contracting shifts to the evolving role of the federal CIO, Jason unpacks what these changes mean for agencies, industry, and small businesses alike.Show NotesOMB: Improper Payments MemoEO: Improving our Nation Through Better DesignEvents on the GovNavigators' RadarAugust 25, 2025: A Hole in One with ACT-IACSeptember 16-18, 2025: Partnership for Public Service's GovHR Conference September 18, 2025: GAIN 2025 (Marketing Conference)

Seu negócio está transformando tecnologia em vantagem competitiva ou apenas aumentando custos operacionais? Neste episódio, recebemos Alex Vieira, CIO do HCor, que compartilha como o hospital saiu de processos manuais para se tornar referência em maturidade digital, dobrando o faturamento em tempo recorde com o apoio tecnológico. Ele detalha a estratégia por trás da implementação de IA preditiva que salva vidas e como superou a resistência organizacional para criar uma cultura digital sólida. 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.

Yoav Git and Alan Dunne sits down for a conversation that challenges familiar assumptions about curve trading, market structure, and the role of CTAs. They explore why dislocations across time horizons create pockets of alpha most models miss, and how breakout behavior in commodity spreads signals more than noise. Drawing on a recent Bank of England study, Yoav explains how different participants leave distinct footprints on the FX curve, and why CTAs, far from being passive allocators, can act as dynamic responders to changing regimes. This is systematic trading, without the shorthand.-----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 Yoav on LinkedIn.Episode TimeStamps:01:32 - What has caught our attention recently?07:10 - Industry performance update09:20 - Dont just trend it, curve it16:33 - The drivers of spread23:26 - Breaking markets into factors26:37 - Mastering speed in spread trades31:39 - Is there too much money in trend?36:47 - Key insights into FX trading44:23 - How dealers and market makers approach risk differently47:28 - The thought provoking fact about the top 5% dealers and market makers50:23 - The real process of an allocator56:39 - Using trend as part of a long term strategy01:01:35 - You should just go play...

Dimi Chatzianagnostou, CIO, Outlier Ventures discuss founder success and Post Web Base Camp support with Mark Yusko, CEO & Chief Investment Officer at Morgan Creek, & Xavier Segura, General Partner at Morgan Creek Digital. From next-gen infrastructure to the landscape moving forward.

It was a pleasure to welcome Kris Kumar, founder and CIO of Goose Hollow Capital, back to the Alpha Exchange. Kris presents a compelling argument that traditional economic frameworks centered on consumption are becoming obsolete as AI-driven capital expenditure emerges as the dominant growth engine. With companies spending $400 billion annually on AI infrastructure, he contends we're witnessing a fundamental shift from consumption-led to investment-led economic dynamics, requiring investors to recalibrate how they analyze market drivers and policy transmission mechanisms.Kris draws parallels between current AI investment patterns and historical tech bubbles, noting critical differences in financing structures that could alter unwind scenarios. He explores the unique challenges facing monetary policymakers as AI disrupts labor markets while tariff policies create inflationary pressures, potentially rendering traditional Fed tools less effective. The discussion also covers emerging market opportunities, particularly in Latin America, where countries benefit from AI-related commodity demand while offering superior real interest rates.I hope you enjoy this episode of the Alpha Exchange, my conversation with Kris Kumar.

Is this bout of seasonal choppiness a helpful reset to refresh the bull market or signs of a more fragile tape emerging? We discuss with CIO of Merrill and Bank of America Private Bank Chris Hyzy, Payne Capital Courtney Garcia and Morgan Stanley's Jim Caron. Plus, John Kernan from TD Cowen tells us how he is playing the retail space this earnings season. And, Disney launched ESPN's new flagship streaming app. Julia Boorstin breaks down all the details 

Louis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital is retreating from the U.S. And yet, markets hum along... propped up by AI euphoria and the illusion of fiscal permanence. In this conversation with Alan Dunne, Louis questions whether investors grasp the shifting ground beneath their feet: from rising tariff walls to energy fragility, from the quiet restructuring of China's financial system to the early signals of capital rotation into emerging markets. If this is a transition phase, most portfolios aren't built for what comes next.-----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 Louis on Twitter.Episode TimeStamps: 02:20 - (Re)Introduction to Louis Gave03:45 - Gave's analysis of the current economic data09:45 - What causes the weakening of the economy?11:54 - The outlook for tariffs - will they eventually become stable?16:16 - The future for inflation - will it become more persistent over time?20:43 - The risk factors of energy markets25:51 - Will we see a Fed cut in September?26:58 - Powell - in or out?31:13 - We are seeing a paradigm shift in the US Dollar38:26 - The outcome of the AI revolution43:03 - Deficits are like tequila shots46:55 -...

Lance Roberts interviews John Tamny, author, economist, and editor of RealClearMarkets. Tamny's provocative new book, Deficit Delusion, reframes how we think about debt and growth. He makes a bold case: Trump-style protectionism and fear-driven immigration policies are economically self-defeating—even for conservatives. Trade is the greatest foreign policy mankind has ever devised, plus it's great for workers as is any scenario that expands the division of labor. $36.1 trillion Government Debt is not a crisis—it's a sign of U.S. strength & investor confidence about the U.S.'s future, it's not weakness. 1:55 - Will the Debt Spiral spark a financial crisis? 4:03 - What is the debt relative to economic growth? 5:18 - The Uber Analogy & Expectations of Debt 8:40 - What are we NOT doing because of Excessive Government Debt? 12:30 - The Premise of Productive Debt & Economic Growth 16:33 - The Danger of Government Spending Cuts 18:40 - The Dark Side of the Flat Tax 22:25 - GDP: The Most Fraudulent Number in Economics 25:58 - What is the "right" tax rate? 28:46 - We Need to Fund the 'nut jobs' 31:09 - Why taxes should be cut for everyone 33:33 - How long before the first, one-man "unicorn" $1B company? 37:13 - The Debt Crisis Isn't the Thing to Worry About Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w John Tamny, Editor/Real Clear Markets Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://youtu.be/Hm6yNkNtC0Q -------- Articles mentioned in this report: "Greg Mankiw's Solutions Would Expand Federal Debt" https://www.realclearmarkets.com/2025/08/12/greg_mankiws_solutions_would_expand_federal_debt_1128148.html ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- 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/ #JohnTamny #GovernmentDebt #DeficitDelusion #Budget #InvestingAdvice #Money #Investing

In our August Mailbag, Bill O'Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, examine the recent underperformance of small caps and emphasize the importance of focusing on quality companies. They review shifts in Confluence's asset allocation models amid abrupt policy changes and share key lessons learned. Bill and Mark also consider the outlook for stablecoins, the decline in publicly traded companies, and offer a quick insight on tariffs. Finally, they respond to an intriguing question on mine production and opportunities in hard assets. To submit a question for a future episode, email mailbag@confluenceim.com

Lance Roberts interviews John Tamny, author, economist, and editor of RealClearMarkets. Tamny's provocative new book, Deficit Delusion, reframes how we think about debt and growth. He makes a bold case: Trump-style protectionism and fear-driven immigration policies are economically self-defeating—even for conservatives. Trade is the greatest foreign policy mankind has ever devised, plus it's great for workers as is any scenario that expands the division of labor.   $36.1 trillion Government Debt is not a crisis—it's a sign of U.S. strength & investor confidence about the U.S.'s future, it's not weakness. 1:55 - Will the Debt Spiral spark a financial crisis? 4:03 - What is the debt relative to economic growth?  5:18 - The Uber Analogy & Expectations of Debt 8:40 - What are we NOT doing because of Excessive Government Debt? 12:30 - The Premise of Productive Debt & Economic Growth  16:33 - The Danger of Government Spending Cuts   18:40 - The Dark Side of the Flat Tax  22:25 - GDP: The Most Fraudulent Number in Economics 25:58 - What is the "right" tax rate? 28:46 - We Need to Fund the 'nut jobs' 31:09 - Why taxes should be cut for everyone 33:33 - How long before the first, one-man "unicorn" $1B company? 37:13 - The Debt Crisis Isn't the Thing to Worry About Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w John Tamny, Editor/Real Clear Markets Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://youtu.be/Hm6yNkNtC0Q  -------- Articles mentioned in this report: "Greg Mankiw's Solutions Would Expand Federal Debt" https://www.realclearmarkets.com/2025/08/12/greg_mankiws_solutions_would_expand_federal_debt_1128148.html ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- 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/ #JohnTamny #GovernmentDebt #DeficitDelusion #Budget #InvestingAdvice #Money #Investing

In this episode of the Risk Reversal Podcast, Gu Adami converses with Peter Boockvar, CIO of OnePoint BFG Wealth Partners, about the implications of the upcoming Jackson Hole Fed Gala and the rhetoric surrounding the Fed's policies. They discuss the market-moving potential of Fed commentary and the impact of tariffs on inflation, focusing on the long-term effects on supply chains and prices, particularly in the auto and real estate sectors. Additionally, they delve into the global rise in interest rates, particularly in Japan and Europe, and how it impacts US markets. The conversation also touches on the evolving AI landscape, including the implications for corporate spending on AI-driven productivity tools, and competitive pressures from Chinese tech firms. The discussion wraps up with an analysis of the upcoming earnings reports from major retailers and their ability to manage price elasticity amid tariff pressures. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Google now estimates that the specs for a Cryptographically Relevant Quantum Computer (CRQC), which can break conventional public key encryption in a useful amount of time, are lower than they had previously estimated…by 95%. Given the breadth and pace of advancement in quantum computing, this makes the advent of the CRQC likely to happen years... Read more »

Today's guest has a contrarian bullish view on bonds, especially when looking out over the next 3 to 5 years.While consensus still leans cautious, his take is that this moment offers a rare setup for strong bond performance.Why? Well, let's ask the man himselfToday we have the good fortune to welcome to the program Jim Masturzo, CIO of Multi-Asset Strategies at Research Affiliates.Around $150 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bonds #interestrates #treasurybonds0:00 - Jim Masturzo's contrarian bullish view on bonds1:49 - Current assessment of economy and financial markets4:13 - Why the market is too bearish on bonds8:35 - Tariffs as a one-time price shock vs. sustained inflation11:36 - Factors for higher vs. lower bond yields16:03 - US treasuries remain a safe haven despite reduced foreign purchases20:34 - Economic slowdown and Fed interventions favor lower yields24:40 - No strong recession concerns, focus on diversification26:46 - Opportunities in emerging market equities and local debt32:28 - Attractive valuations in Brazil, Turkey, and Eastern Europe37:03 - Retail investors should stick to emerging market ETFs40:25 - Duration favorable for bonds as yields decline44:02 - Risks in private credit for retail investors51:31 - Commodity outlook: favor active management over passive56:16 - Advice for retail investors: focus on education and diversification_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.