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De spanningen in het Midden-Oosten doen nauwelijks iets meer met de beurzen. Op weekbasis sloot de AEX licht boven het slot van vorige week en staat daarmee op een mooie 1091 punten. Wel zien de experts de nervositeit licht toenemen. "De winsten stijgen harder dan de koersen, zeker in de techsector, wat op zich positief is", zegt Han Dieperink (Aureus Vermogensbeheer). "De vraag die de markt wél stelt is hoe het zit met het verdienmodel van AI. Wat gaat dat aan omzet opleveren?" Robbert Manders (Antaurus Europe Fund) is neutraal positief over de markt. "Alle grote events, zoals het Midden-Oosten, zijn grotendeels uitgespeeld. Beleggers richten zich nu dus weer op het cijferseizoen. Daar kijk ik nu naar en daar zien we geen onverwachte dingen gebeuren." Han ziet nog wel wat agendapunten die voor reuring kunnen zorgen op de beurzen. Zo brengt president Xi in september een bezoek aan de VS en de mid-term verkiezingen kunnen ook voor opschudding zorgen. Maar Han vindt wel dat de markt er fundamenteel goed bij ligt. De banken in de VS hebben, met uitzondering van Citigroup, uitstekende cijfers laten zien. Vooral JP Morgan heeft het uitstekend gedaan, net als Goldman Sachs. De geweldige prestaties van JP Morgan schrijven de experts vooral toe aan de kwaliteiten van topman Jamie Dimon. Aangezien die tegen zijn pensioen aanloopt, is de vraag of z'n opvolger dezelfde prestaties kan leveren. Verder in de podcast onder andere aandacht voor de problemen bij Volkswagen, waarom de chipfabrikanten hun koersen zien dalen en veel cijfernieuws. Niet alleen van de Amerikaanse banken, maar natuurlijk ook van ASML en TSMC. Uiteraard behandelen we de luisteraarsvragen en geven de experts hun tips. Han tipt deze keer een Koreaans bedrijf, Robbert tipt een Deens aandeel. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den Dürre-Krisen-Indikator und machen einen Wall-Street-Banken-Exkurs. Außerdem geht es um Lucid, HCA Healthcare, Pentair, JPMorgan Chase, Goldman Sachs, Citigroup, Wells Fargo, Bank of America, SpaceX, Uber, Evotec, Delivery Hero, ASML, BlackRock, BNY Mellon, Morgan Stanley, Johnson & Johnson, United Airlines, J.B. Hunt, Rio Tinto, Richemont, BASF, Covestro, Shell, Thyssenkrupp, Barclays, Deutsche Bank, Evonik, Lanxess, Wacker Chemie, K+S, Nvidia, JPMorgan Global Equity Plus (ISIN: LU3351089811). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Software stocks falling on the back of International Business Machines releasing a bleak earnings warning, causing the stock to lose a fourth of its value. The traders break down what the plummet means for the broader software market and why the fall could be a buying opportunity. Then, the June CPI results coming in softer than expected, cooling from months-long upward moves. Former Dallas Fed president Richard Fisher gives his thoughts on what the reversal means for Fed policy and why he isn't saying goodbye to inflation yet. Plus, bank earnings season kicking off with Goldman Sachs soaring but Citigroup sinking, the latest on the Iran blockade, what's next for SK Hynix. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SUMMARY DEL SHOW Futuros mixtos este martes con EE.UU. completando una tercera noche de ataques contra Irán y Trump reinstatando un bloqueo naval sobre el Estrecho de Ormuz, mientras arranca la temporada de resultados con JPMorgan, Bank of America, Goldman Sachs, Citigroup y Wells Fargo reportando hoy. $NVDA recortó a más de la mitad su lista de clientes asiáticos autorizados para comprar chips de IA, introduciendo una lista blanca con controles más estrictos para evitar desvíos hacia China a través de terceros países. $CLSK firma un arrendamiento de $6.6 Billones a 20 años con una compañía tecnológica global no revelada, confirmando su transición de minería de Bitcoin hacia infraestructura de data centers, pese a caer 6% en la sesión.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über historisch günstige Goldminen, starke Drägerwerk-Zahlen und den „Wächter von Hormus“. Außerdem geht es um SanDisk, Marvell Technology, Intel, SK Hynix, SpaceX, Bank of America, Hensoldt, Renk, Volkswagen, Rheinmetall, Airbus, Drägerwerk, Vossloh, HelloFresh, Goldman Sachs, JPMorgan Chase, Wells Fargo, Citigroup, Gerresheimer, Ericsson, Mercedes-Benz, Schaeffler, Lufthansa, American Airlines, IAG, Ryanair, Shell, BP, ExxonMobil, Chevron, TSMC, Samsung Electronics und iShares MSCI EM UCITS ETF (WKN: A0RPWJ), JP Morgan Global Equity Plus (ISIN LU3351089811) und den JP Morgan Emerging Markets Equity Plus (ISIN LU2190025218). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
JP Morgan Chase, Goldman Sachs, CitiGroup, Bank of America, Wells Fargo: het cijferseizoen begint met vuurwerk. De Amerikaanse grootbanken verpletteren de verwachtingen. JP Morgan noteert zelfs met 21 miljard dollar de hoogste winst ooit voor de bank. Maar toch is één bank niet zo vrolijk. Ondanks een prachtig kwartaal waarschuwt Bank of America voor té enthousiaste beleggers. Waar komt dat recordkwartaal vandaan? En wat moet je nou doen met die waarschuwing? Deze aflevering zoeken we het voor je uit. Verder hebben we het over dé overnamedeal van het afgelopen halfjaar. Die van Warner Brothers Discovery door Paramount Skydance. De deal dreigt alsnog in het water te vallen, nu 12 Amerikaanse staten er bezwaar tegen hebben. Ze starten een rechtszaak omdat ze bang zijn dat klanten, bioscopen én distributeurs benadeeld worden door de overname. Je hoort ook nog over het drama bij tech-ancienne IBM. Daar verdampt een kwart van de waarde na een tegenvallend cijferrapport. En je komt erachter wat het geheim is van de 16-jarige die beter belegt dan jij. Te gast: Mike Mulders van ING Investment Office BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
Las bolsas se preparan para recibir los resultados del segundo trimestre, siendo la gran banca americana la que va a encabezar la temporada. JP Morgan, Bank Of America, BOFA, Goldman Sachs, Wells Fargo y Citigroup serán los grandes nombres de la semana junto con el gigante del streaming, Netflix. Los analistas esperan que el S&P 500 registre un crecimiento interanual de beneficios del 23,1% para el segundo trimestre de 2026 (abril-junio). Si se confirma, será la segunda vez consecutiva que el índice supera el umbral del 20%. En la agenda de la semana será clave la comparecencia de K. Warsh, el jefe de la FED ante el Congreso y los datos de IPC. En la tertulia de mercados de Capital Intereconomía Melanie Lange, directora de Federated Hermes Iberia; Gonzalo Rengifo director general de Pictet AM en Iberia y Latam; Mariano Guerenstein, Co-Head de Clientes Institucionales y Ventas en Bank J. Safra Sarasin y Silvia Merino, Sales Manager en Fidelity International analizan qué esperar de la campaña de resultados y si servirá de catalizador de nuevos máximos; la rotación sectorial y el papel de la tecnología en las carteras, así como las expectativas en tipos de interés y en qué activos, región y temáticas ven valor.
El IPC de EEUU se presenta como el gran dato macro de la jornada, con vistazo a los resultados de la banca: JPMorgan, Bank of America, Goldman Sachs, Wells Fargo y Citigroup. Con Celso Otero, gestor de fondos de Renta 4.
Die Wall Street uneinheitlich in den Tag, mit dem Dow Jones belastet durch den Kurseinbruch bei den Aktien von IBM. Der Konzern warnt überraschend vor einem schwächeren Quartal und verweist darauf, dass viele Unternehmenskunden ihre Investitionen kurzfristig von Software in Server, Speicher und Rechenzentrumsinfrastruktur umgeschichtet haben, um sich vor erwarteten Preissteigerungen einzudecken. Das belastet den gesamten Softwaresektor und schürt zugleich Sorgen, dass KI-Infrastruktur derzeit mehrfach bestellt wird und die tatsächliche Nachfrage überschätzt werden könnte. Die Aktien der Chip- und Memory-Werte profitieren und halten den Nasdaq im grünen Bereich. Die Zahlen der Großbanken fallen alle durchweg stark aus. JPMorgan, Goldman Sachs, Bank of America, Citigroup und Wells Fargo übertreffen die Erwartungen bei Umsatz und Gewinn deutlich und profitieren vom boomenden Aktienhandel, Investment Banking und einer robusten Kreditnachfrage. Bis auf Goldman Sachs, reagieren diese Aktien dennoch leicht negativ. Was die Juni-Inflation betrifft, gab es Entwarnung. Sowohl die Gesamt- als auch die Kernrate unterschreiten die Prognosen der Wall Street klar und nehmen den Renditen sowie dem US-Dollar etwas Druck. Gleichzeitig bleibt der Ölpreis wegen der anhaltenden Kämpfe zwischen den USA und Iran hoch. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Die Wall Street uneinheitlich in den Tag, mit dem Dow Jones belastet durch den Kurseinbruch bei den Aktien von IBM. Der Konzern warnt überraschend vor einem schwächeren Quartal und verweist darauf, dass viele Unternehmenskunden ihre Investitionen kurzfristig von Software in Server, Speicher und Rechenzentrumsinfrastruktur umgeschichtet haben, um sich vor erwarteten Preissteigerungen einzudecken. Das belastet den gesamten Softwaresektor und schürt zugleich Sorgen, dass KI-Infrastruktur derzeit mehrfach bestellt wird und die tatsächliche Nachfrage überschätzt werden könnte. Die Aktien der Chip- und Memory-Werte profitieren und halten den Nasdaq im grünen Bereich. Die Zahlen der Großbanken fallen alle durchweg stark aus. JPMorgan, Goldman Sachs, Bank of America, Citigroup und Wells Fargo übertreffen die Erwartungen bei Umsatz und Gewinn deutlich und profitieren vom boomenden Aktienhandel, Investment Banking und einer robusten Kreditnachfrage. Bis auf Goldman Sachs, reagieren diese Aktien dennoch leicht negativ. Was die Juni-Inflation betrifft, gab es Entwarnung. Sowohl die Gesamt- als auch die Kernrate unterschreiten die Prognosen der Wall Street klar und nehmen den Renditen sowie dem US-Dollar etwas Druck. Gleichzeitig bleibt der Ölpreis wegen der anhaltenden Kämpfe zwischen den USA und Iran hoch. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung
JP Morgan Chase, Goldman Sachs, CitiGroup, Bank of America, Wells Fargo: het cijferseizoen begint met vuurwerk. De Amerikaanse grootbanken verpletteren de verwachtingen. JP Morgan noteert zelfs met 21 miljard dollar de hoogste winst ooit voor de bank. Maar toch is één bank niet zo vrolijk. Ondanks een prachtig kwartaal waarschuwt Bank of America voor té enthousiaste beleggers. Waar komt dat recordkwartaal vandaan? En wat moet je nou doen met die waarschuwing? Deze aflevering zoeken we het voor je uit. Verder hebben we het over dé overnamedeal van het afgelopen halfjaar. Die van Warner Brothers Discovery door Paramount Skydance. De deal dreigt alsnog in het water te vallen, nu 12 Amerikaanse staten er bezwaar tegen hebben. Ze starten een rechtszaak omdat ze bang zijn dat klanten, bioscopen én distributeurs benadeeld worden door de overname. Je hoort ook nog over het drama bij tech-ancienne IBM. Daar verdampt een kwart van de waarde na een tegenvallend cijferrapport. En je komt erachter wat het geheim is van de 16-jarige die beter belegt dan jij. Te gast: Mike Mulders van ING Investment Office BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
Les marchés européens ont commencé la semaine sur une note prudente et proche de l'équilibre, en raison des incertitudes géopolitiques qui persistent au Moyen-Orient. Le pétrole poursuit sa hausse et flirte désormais autour des 80 dollars pour le baril de brent. La hausse des prix de l'énergie impactant de ce fait les taux, les rendements d'Etats poursuivent leur hausse. Le 10 ans allemand était hier à 3.10% et presque 4.60% pour l'homologue américain. Quels sont les événements de la journée : Aux Etats-Unis sera publié le chiffre d'inflation pour le mois de Juin, chiffre particulièrement suivi pour la politique monétaire de la Réserve Fédérale, dont la prochaine réunion est à la fin du mois de Juillet. Les investisseurs auront également les yeux rivés sur les premiers résultats trimestriels des grandes banques américaines. Nous attendons notamment aujourd'hui ceux de JP Morgan, Bank of America, Goldman Sachs, Wells Fargo ou encore Citigroup.Un premierHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Wall Street banks are set to report their biggest haul from investment banking fees in four and a half years, while Citigroup boss Jane Fraser has ruthlessly rebuilt the bank to get it back to its pre-financial crisis glory. The US launched another round of strikes against Iran, and trustees at the World Economic Forum are clashing over leadership reforms.Mentioned in this podcast:Wall Street feasts on fees from SpaceX IPO and mega-mergersJane Fraser's ruthless remake of CitigroupIran bets Trump will blink firstUS and Iran exchange fresh strikes in battle over Strait of HormuzWorld Economic Forum trustees clash over leadership reformsWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über eine neue Tonlage bei VW, die Folgen der Gesundheitsreform und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um EasyJet, Apollo Global, IAG, Air France-KLM, Brink's, NCR Atleos, T. Rowe Price, Aurora Innovation, FedEx, Volvo, Ascendis Pharma, MoonLake Immunotherapeutics, Dyne Therapeutics, Vaxcyte, Cytokinetics, CG Oncology, Denali Therapeutics, AbbVie, Apogee Therapeutics, Bending Spoons, Mattel, Scotts Miracle-Gro, Goldman Sachs, Bank of America, JPMorgan, Citigroup, Wells Fargo, Morgan Stanley, BlackRock, ASML, TSMC, Netflix, ABB, Abbott, GE Aerospace, Intuitive Surgical, UnitedHealth, Alcoa, United Airlines, BHP, Fraport, Fastenal, Altria, Nvidia, Coca-Cola, Apple, Microsoft, Alphabet, Amazon, Broadcom, Vulcan Materials, Kansas City Southern, IBM, General Dynamics, Hershey, Tootsie Roll, Axon, Tesla, SPDR MSCI ACWI IMI (WKN: A1JJTD), iShares Edge MSCI World Momentum Factor ETF (WKN: A12ATF). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
US equity markets retreated and oil prices and bond yields jumped after President Trump said the U.S. was reinstating a blockade of Iranian ships in the Strait of Hormuz, reigniting inflation fears and dampening risk appetite – Dow lost -138-points or -0.26%, with Nvidia Corp (down -3.52%) and Boeing Co (-3.05%) falling over >3%. Salesforce Inc rallied +4.84% to be the leading performer in the 30-stock index. Apple Inc rose +0.63% to US$317.31 and touched a record high (US$323.45), with analysts at Citigroup lifting their target price on the technology giant to US$365 from US$315 previously, noting they believe “Apple's ability to implement selective price increases will help offset margin pressures, while its premium brand and loyal customer base should limit demand weakness.” They also noted that the iPhone 18 launch in September could be an important catalyst that bolsters investor sentiment.
Een nieuw kwartaalcijferseizoen breekt aan, beleggers krijgen een bak aan halfjaarcijfers over zich uitgestort. En alle ogen zijn natuurlijk gericht op die van Neerlands trots: ASML. Vaste ASML-klant Samsung vertrok afgelopen week spetterend uit de startblokken, met een winststijging van 1800% ten opzichte van het jaar daarvoor. Kunnen we soortgelijk vuurwerk verwachten bij de Nederlandse chipmachinemaker? Jelle en Maxim stomen je klaar voor een knetterende beursweek. Te gast: Marc Langeveld van het Antaurus AI Tech Fund. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Een nieuw kwartaalcijferseizoen breekt aan, beleggers krijgen een bak aan halfjaarcijfers over zich uitgestort. En alle ogen zijn natuurlijk gericht op die van Neerlands trots: ASML. Vaste ASML-klant Samsung vertrok afgelopen week spetterend uit de startblokken, met een winststijging van 1800% ten opzichte van het jaar daarvoor. Kunnen we soortgelijk vuurwerk verwachten bij de Nederlandse chipmachinemaker? Jelle en Maxim stomen je klaar voor een knetterende beursweek. Te gast: Marc Langeveld van het Antaurus AI Tech Fund. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Citigroup sees Toll Brothers (TOL) outperforming in a K-shaped housing recovery, with the firm issuing an upgrade for the company. Rick Ducat shows that Toll Brothers has outperformed its peers and breaks down the volatile trading action seen in recent weeks. He then offers an example options trade for the homebuilder stock. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Scott Wapner and the Investment Committee debate the momentum reset and whether it's time to get back in now. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Citigroup in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Are you considering whether an MBA is worth it in 2026? Shari Hubert is the Associate Dean of Admissions at Duke's Fuqua School of Business, where she has led admissions since 2017. With previous leadership roles at Georgetown University, the Peace Corps, and major companies including General Electric, Citigroup, Boston Consulting Group, and Merck & Co., she is passionate about expanding access to MBA education and helping future business leaders achieve their goals. In this episode, Shari talks about student life, knowledge, and how alignment with culture and values plays a vital part in your MBA decision. Achievable GRE uses AI-powered adaptive learning to target your weak areas and boost your score - visit https://achievable.me/exams/gre/overview/#s=podcast to try it for free.
In 2025 US banks generated $434 billion in profit from the gap between what they paid you on your savings and what they earned on your money. JPMorgan alone made $49.6 billion. Chase paid its customers 0.01% interest on savings accounts. The Federal Reserve was paying banks 3.65% on the same money.This episode is about why the most powerful financial institutions in the world are currently spending millions lobbying your politicians to kill Bitcoin and crypto legislation and what they are desperately trying to protect.In this episode:How the banking spread actually works, what net interest margin means, and why the $434 billion figure is not a scandal but a business model operating exactly as designedThe December 2025 closed-door meeting where the CEOs of Bank of America, Citigroup and Wells Fargo sat with US senators to lobby against crypto legislation and the $6.6 trillion in deposits they admitted was at risk if they failedWhy the American Bankers Association sent a national call to arms to bank executives asking them to contact senators immediately before a critical voteBitcoin yield products already paying 6% to 11.5% including Michael Saylor's Stretch and Strike products backed by Bitcoin reserves and what that means for the 0.01% your bank is offering youWhy Bitcoin sitting outside this system entirely is not a side effect but the whole pointI built a free calculator that shows exactly what consistent monthly Bitcoin investing could do to your wealth over 5, 10 or 20 years. It's called the Steady Stack Calculator — punch in what you can afford to put in each month and see what the numbers actually look like at the other end. Most people are genuinely surprised. You can also download the 10 Bitcoin Mistakes to Avoid document completely free at the same link.Steady Stack Calculator and 10 Bitcoin Mistakes Document — click here to grab both for freeHit follow, so you never miss the latest insights on money, finance, invest and build wealth - plus clear guidance on cryptocurrency, Bitcoin, and Bit Coin for today's serious investors.
Earnings season guides risk appetite and credit conditions that affect hiring, pricing, and financing decisions for founders. Analysts focus on reported results and forward guidance, with consensus from firms like FactSet and Bloomberg setting expectations. Large banks such as JPMorgan Chase, Bank of America, Wells Fargo, and Citigroup provide early signals on credit availability and consumer health. Consumer, transportation, and logistics companies including PepsiCo, Procter & Gamble, Delta Air Lines, United Airlines, UPS, FedEx, and Union Pacific indicate demand, costs, and supply chain direction. Technology leaders Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Nvidia shape views on AI spending, cloud trends, and capex. Federal Reserve policy under Chair Jerome Powell frames how guidance influences valuation multiples and corporate investment plans. Founders can use these signals to adjust budgets, headcount, cash forecasts, and financing strategies.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über die Samsung-Enttäuschung, neue Scharmützel im Nahen Osten und ein Rekordhoch bei Coca Cola. Außerdem geht es um Samsung Electronics, SK Hynix, Micron Technology, Intel, Infineon, Süss MicroTec, Siemens Energy, Barclays, Nvidia, Eli Lilly, Johnson & Johnson, Coca-Cola, Viking Therapeutics, Beiersdorf, Fresenius Medical Care, Deutsche Börse, Henkel, UniCredit, Commerzbank, Apple, TKMS, Hanwha Ocean, SpaceX, Morgan Stanley, Goldman Sachs, JPMorgan Chase, Deutsche Bank, UBS, Citigroup, Nasdaq, Raymond James Financial, Alphabet. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Unilever ziet een van zijn grote aandeelhouders weglopen. Een die al meer dan 15 jaar trouw was aan het bedrijf. Het gaat om fondsbeheerder Terry Smith. Die hard uithaalt naar de directie. Tegen de Financial Times zegt hij misleid te zijn door de directie. Unilever beloofde hem (net na de afsplitsing van de ijstak in 2025) geen grote onderdelen meer te verkopen. Maar ze deden het toch. De voedingstak ging eruit. Volgens Smith neemt niet de directie de grote beslissingen, maar activistische aandeelhouder Nelson Peltz. Hij zou achter de schermen de touwtjes in handen hebben. Deze aflevering kijken we wat dat voor jou als beleggers betekent. Is het nu een voordeel of toch een nadeel? Gaat het ook weer over het bezoek van handelsminister Sjoerd Sjoerdsma aan China. Hij was zelf optimistisch over zijn bezoek, maar daar denkt zijn Chinese college toch anders over. Hij zet Sjoerdsma gelijk aan het werk. Het is ook de aflevering waarin we het meerdere keren over Apple hebben. Het gaat over een Chinese chip die ze in China aan het testen zijn. In eigen land pleasen ze ondertussen het Witte Huis met een andere deal. Te gast: Nico Inberg van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
Unilever ziet een van zijn grote aandeelhouders weglopen. Een die al meer dan 15 jaar trouw was aan het bedrijf. Het gaat om fondsbeheerder Terry Smith. Die hard uithaalt naar de directie. Tegen de Financial Times zegt hij misleid te zijn door de directie. Unilever beloofde hem (net na de afsplitsing van de ijstak in 2025) geen grote onderdelen meer te verkopen. Maar ze deden het toch. De voedingstak ging eruit. Volgens Smith neemt niet de directie de grote beslissingen, maar activistische aandeelhouder Nelson Peltz. Hij zou achter de schermen de touwtjes in handen hebben. Deze aflevering kijken we wat dat voor jou als beleggers betekent. Is het nu een voordeel of toch een nadeel? Gaat het ook weer over het bezoek van handelsminister Sjoerd Sjoerdsma aan China. Hij was zelf optimistisch over zijn bezoek, maar daar denkt zijn Chinese college toch anders over. Hij zet Sjoerdsma gelijk aan het werk. Het is ook de aflevering waarin we het meerdere keren over Apple hebben. Het gaat over een Chinese chip die ze in China aan het testen zijn. In eigen land pleasen ze ondertussen het Witte Huis met een andere deal. Te gast: Nico Inberg van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
In this episode of Million Dollar Flip Flops, Rodric sits down with Jaden Sterling, founder and CEO of Sterling Stock Picker, for a conversation about investing, wealth-building, risk, and why everyday investors do not have to settle for average.Jaden shares how his experience inside major financial firms like Merrill Lynch and Citigroup opened his eyes to the difference between products being sold to clients and true wealth being built by clients. After watching investors create wealth through individual stocks, Jaden built Sterling Stock Picker to help novice investors understand the market, choose quality companies, and invest with more confidence.The conversation dives into individual stocks, risk, stock ratings, portfolio building, financial advisors, coaching, and what it really takes to get started.In This Episode, You'll LearnWhy individual stocks can be powerful for long-term wealth buildingHow Sterling Stock Picker helps novice investors make more confident decisionsWhy values-based investing mattersThe difference between owning stocks and buying financial productsHow to avoid riding a stock all the way up and all the way back downWhy reallocation and price targets matterWhat to ask before trusting a financial advisorWhy embracing risk is part of building wealthHighlights & Timestamps[00:00] Coaching, results, and lived experienceJaden opens with a powerful point: the best coach is someone who has accomplished what you want to accomplish.[01:00] Meet Jaden SterlingJaden introduces Sterling Stock Picker and explains how it helps novice investors invest more like experts.[02:00] Building portfolios with individual stocksJaden explains why the platform focuses on six to eight great companies matched with risk level and personal values.[03:00] Extra eyes on your investment decisionsHe shares how the platform gives investors confidence through its star-ranking system.[04:00] Why Jaden left the traditional financial modelJaden explains what he saw inside major financial firms and why he believes individual stocks can be better for wealth-building than packaged products.[05:00] Individual stocks vs. managed portfoliosThe conversation explores why owning too many companies can dilute the impact of major winners.[06:00] Avoiding the ride up and downRodric brings up examples of stocks that rose and crashed, and Jaden explains why discipline and rating changes matter.[07:00] Why average is not the goalJaden pushes back on the idea of settling for average returns and compares it to teaching kids to settle for average in life.[08:00] Training your brain to investHe explains why belief, mindset, and attention matter when learning how to pick stocks.[09:00] Reallocation and taking profitsJaden explains how investors can use targets and ratings to decide when to sell or reallocate.[10:00] Who Sterling Stock Picker is forJaden clarifies that the platform is for people who are genuinely interested in learning to build wealth.[11:00] Alerts, ratings, and staying informedHe explains how members can receive updates when stock ratings or targets change.[12:00] Platform access and ownershipJaden explains that users own their own stocks and that the platform is designed to support better decisions.[13:00] Cost of the platformRodric reacts to the affordability of Sterling Stock Picker and Jaden explains why they wanted to make it accessible.[14:00] Starting with $1,000 or $100,000Jaden explains that the strategy is similar regardless of account size—the difference is simply the number of shares.[16:00] Questions to ask financial advisorsRodric shares two questions he asks advisors about beating the market and long-term management fees.[17:00] Why the right expert is worth itJaden shares a real estate example where paying an expert $10,000 for one hour helped him make an extra million dollars.[19:00] Coaching and lived experienceRodric and Jaden discuss why coaches should have actually accomplished what they help others do.[21:00] Where to find JadenJaden shares where listeners can find Sterling Stock Picker and connect with the platform.[22:00] Question for the next guestJaden asks: What is it going to take for you to get started?[23:00] Teleporting, dimensions, and being where you areJaden answers the previous guest's question and reflects on being exactly where he wants to be.[24:00] Overcoming fear of investingJaden shares why embracing risk is essential for growth, investing, and life.Notable Quotes“A coach is going to take you from where you are to where you're going because they've been there.” – Jaden Sterling“To get results with a coach, it has to be someone who has accomplished what you want to accomplish.” – Jaden Sterling“If you're investing in a company aligned with your values, you can get behind it energetically and financially.” – Jaden Sterling“Individual stocks are the way to really build wealth.” – Jaden Sterling“The trend is your friend.” – Jaden Sterling“We need to reframe our belief system around risk and embrace it.” – Jaden SterlingConnect with Jaden Sterling
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den Circle-Schock, die Abivax-Erleichterung und Ernüchterndes von Nike. Außerdem geht es um Siemens Energy, Citigroup, Siemens, Bank of America, Abivax, SMA Solar, Jefferies, Circle, Visa, BlackRock, Alphabet, Coinbase, Cognizant, Intuit, Charter Communications, Boston Scientific, Oracle, Trimble, Leidos, UBS, OHB, iShares MSCI World Momentum Factor Advanced ETF (WKN: A3CUJS), iShares Edge MSCI World Quality Factor ETF (WKN: A12ATE), Vanguard FTSE All-World High Dividend Yield ETF (WKN: A1T8FV), iShares Edge MSCI World Minimum Volatility ETF (WKN: A1J781). Und hier der Podcast-Link zur Cash-Burners Lilium-Story: https://open.spotify.com/episode/0aFq46uMdsSDB7gRA1IXri?si=E66fBk32QEKoKAmgQRSp4g&nd=1&dlsi=e4be74d32e4148ff Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Marley Kayden discusses Oppenheimer's downgrades on Bank of America (BAC), Citigroup (C), Morgan Stanley (MS) and Goldman Sachs (GS). With major banks set to report earnings on July 14, she talks about the key factors driving the firm's outlook. Tim Biggam walks us through an example options trade for Citigroup.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
In this episode of Private Markets 360°, we welcome Dane Graham, Partner at 17Capital. With nearly 25 years of finance experience, including senior roles at RBC Capital Markets and Citigroup, he's followed the NAV market since its early days as it evolved from a niche solution into a core private markets tool. Dane discusses how strategic financing has matured alongside private equity, the misconceptions investors still face, and how flexible, well-aligned capital can support liquidity needs, portfolio optimization, and long-term value creation in a changing landscape. More S&P Global Content: S&P Global, Cambridge Associates, Mercer Private Markets Performance Analytics Credits: Host/Author: Chris Sparenberg and Christina McNamara Guests: Dane Graham, 17Capital Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence
Riding their bicycles for 200 miles in two days, 125 culinary leaders and other supporters of the No Kid Hungry campaign raised a record-setting 1.29 million dollars. Their grit and determination over the years have helped connect more children to the bipartisan, fully-funded Summer Meals programs, increasing participation from 3 million to nearly 19 million kids.Joining us on the site of Chefs Cycle in Bend, OR to share their personal stories of sharing and sacrifice are:Alex Craddock, CMO of Citigroup;Brian Morris, "B-MO", Executive Chef for Hattie B's Hot Chicken;Cory Melanson, Chef of Splendido at the Chateau in Beaver Creek, CO; Micah Klasky, the Executive Chef of The Hive at the21 C Museum Hotel in Bentonville AR; andThe Father-Daughter team of Ted Cizma, Executive Chef of LA Catering and Local Events by David LeFevre, and Elaine Cizma, "restaurant-adjacent" health care technologist.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
At the opening bell, Diane King Hall discusses this morning's top moving stocks in companies like Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC) receiving price targets hikes from Citigroup. She also highlights earnings movers in Jabil's (JBL) earnings beat and La-Z-Boy (LZB) raising guidance as U.S. consumers show strength. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Diane King Hall discusses this morning's moving stocks at the opening bell, starting with Dave & Buster's (PLAY) plunge after a double miss on earnings. Diane also highlights Citigroup raising cruise line price targets on stocks like Norwegian Cruise Line (NCLH) and Carnival (CCL), along with Jefferies hiking targets for airlines like American (AAL) and Southwest (LUV).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
In this episode of Health Coach Conversations, Cathy Sykora talks with Kristine Palmer and Paola Camacho, co-founders of OverCoffee Consulting, about how SEO is evolving in the age of AI. They explore what health coaches, healthcare providers, and service-based businesses need to understand about online visibility as search engines and AI tools change the way people find information. Kristine and Paola share why clear messaging, local search optimization, and a strong brand story are more important than ever. This conversation is especially valuable for health coaches who want to attract more clients, improve their digital presence, and create marketing systems that work consistently in the background. In this episode, you'll discover: How AI is changing the way people search for health coaches, providers, and professional services Why traditional SEO strategies need to evolve alongside AI-powered search The importance of optimizing your Google My Business profile for local visibility How health coaches can clarify their messaging to attract the right clients Why your unique "secret sauce" matters in a crowded online marketplace How strategic marketing systems can support sustainable business growth What small businesses can do to improve visibility without building a full in-house marketing team Memorable Quotes: "AI is changing the way people search for health coaches, providers, and professional services." "Your unique value is what sets your business apart from the competition." "Marketing should work in the background so you can focus on serving your clients." Bio: OverCoffee Consulting is led by co-founders Kristine Palmer and Paola Camacho, who bring complementary expertise in finance, marketing, and strategic consulting to support healthcare providers, professional service firms, and mission-driven businesses. Kristine brings an entrepreneurial and strategic perspective shaped by co-founding and successfully selling Reventals in 2023, along with extensive marketing consulting experience for legal, financial, real estate, and healthcare-adjacent businesses. She focuses on helping service-based organizations clarify their messaging, strengthen visibility, and build marketing systems that drive consistent client growth. Kristine holds an MBA from St. Edward's University and is also the founder of Horse + Bow, a leadership and wellness-focused organization based in the Texas Hill Country. Paola brings deep corporate and international experience, having held senior marketing and business strategy roles at Citigroup and emerging companies. With a strong foundation in financial analysis, process improvement, and digital marketing, she helps clients implement scalable systems that support sustainable growth and operational clarity. Paola holds an MBA from EADA Business School in Barcelona and a Digital Marketing Certificate from London, with professional experience across the U.S. and Europe. Together, Kristine and Paola founded OverCoffee Consulting to give healthcare providers and small businesses access to senior-level marketing strategy and execution, without the overhead of a full in-house team, so they can focus on serving their clients while their marketing works in the background. List to Episode EP351 Below: (Placeholder for embed code) Mentioned in This Episode: OverCoffee Consulting Resources: https://overcoffeeconsulting.com/resources/ Links to Resources: Health Coach Group Website: thehealthcoachgroup.com Special Offer: Use code HCC50 to save $50 on the Health Coach Group website Leave a Review: If you enjoyed the podcast, please consider leaving a five-star rating or review on Apple Podcasts.
Diane King Hall discusses Monday's morning movers throughout the tech sector. She highlights Truist's upgrade to buy on Datadog's (DDOG), Citigroup raising its price target on Texas Instruments (TXN), and Oppenheimer hiking its target on Lam Research (LRCX).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Neura Robotics, Asics, Onitsuka Tiger, Citigroup and Gold. Nike's turnaround faces fresh scrutiny after a 45% stock slump, with insights from Lily Meier's Bloomberg feature on the challenges confronting the sportswear giant. Oracle beats earnings expectations, but investors send shares lower amid concerns about a planned US$20 billion capital raise. We examine the latest AI-led sell-off on Wall Street, BYD's bold ambition to become the world's largest automaker, and why Nvidia and Amazon are backing the next generation of humanoid robots. Plus, Citigroup gets a political boost, Onitsuka Tiger prepares to stand on its own, and investors confront a difficult question: has gold's bull market finally come to an end? Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.
After a week away in New York, Matt returned to Daily Crypto News with a simple observation: Bitcoin at roughly $62,000 does not inspire confidence when it was trading near $85,000 just a month ago. Yet despite the fear, some major players are still buying.Michael Saylor made headlines again after Strategy purchased approximately 101,550 Bitcoin between June 1 and June 7, adding roughly $101 million worth of BTC to its balance sheet. At the same time, many investors are pointing to the upcoming SpaceX IPO as a possible reason for crypto's recent weakness. The theory is that investors are pulling capital out of risk assets, including crypto, to position themselves for what could become one of the largest and most anticipated public offerings in years. Matt questioned whether that narrative fully explains the downturn but acknowledged that demand for SpaceX appears enormous, especially if the company quickly becomes eligible for inclusion in major retirement and index-based investment portfolios.The broader financial system continues moving toward blockchain-based infrastructure. According to reports, major U.S. banks including JPMorgan, Bank of America, Citigroup, and Wells Fargo are working on a tokenized deposit system expected to launch by the first half of 2027. Rather than fighting stablecoins outright, banks appear to be creating their own blockchain-based alternatives that allow deposits to move around the clock while keeping customers inside the traditional banking system. In Matt's view, the next major battle may no longer be crypto versus banks. Instead, it may be stablecoins versus tokenized bank deposits.Meanwhile, regulators in the United Kingdom continue debating stablecoin oversight. Lawmakers are reportedly pushing the Bank of England to relax some proposed restrictions, including caps on holdings and reserve requirements. The central bank remains concerned that large-scale stablecoin adoption could drain deposits from traditional banks and create stress within the broader financial system.Security remained a major theme this week. Humanity Protocol's H token collapsed after attackers allegedly stole private keys connected to the project, draining roughly $32 million from just 17 wallets. The token fell from approximately $0.67 to $0.13 and briefly touched $0.05 during the panic. Blockchain investigator ZachXBT publicly questioned the team's explanation, suggesting the incident may deserve additional scrutiny. While no evidence has emerged proving internal wrongdoing, the event highlights how quickly confidence can disappear when projects fail to clearly explain major security failures.Artificial intelligence also entered the spotlight after researchers discovered that an AI model identified a four-year-old bug in Zcash that could have enabled unlimited token creation. The vulnerability was fixed before being exploited, but the discovery highlights a new reality for crypto security. AI systems are becoming increasingly capable of reviewing code bases and identifying flaws that human developers may have overlooked for years. As these tools improve, they could become one of the most powerful auditing resources available to blockchain projects.Despite the negativity, Bitcoin has managed to rebound above $63,000 after its recent selloff. The asset remains down roughly 50% from its October 2025 highs, and opinions are sharply divided on what comes next. Some analysts believe another leg lower into the $50,000 or even $40,000 range remains possible. Others argue that after a drawdown of this magnitude, the risk-reward profile has become increasingly attractive. Matt noted that many investors are beginning to dollar-cost average back into the market, reasoning that buying Bitcoin at $63,000 after a 50% correction may prove to be a better long-term bet than waiting indefinitely for a perfect bottom. Hosted on Acast. See acast.com/privacy for more information.
Rachel Fox and Justin Nielsen walk through Monday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den dollen Dow Jones, IPO-Vorfreude bei Goldman Sachs und den Broadcom-Kater. Außerdem geht es um Morgan Stanley, Citigroup, PNC Financial Services, Blackstone, Lululemon, Nvidia, Marvell Technology, ASML, TSMC, Ciena, AMD, Arm Holdings, Hewlett Packard Enterprise, IBM, Micron Technology, Qualcomm, Western Digital, Vertiv, AT&T, T-Mobile US, Verizon, Qiagen, Fresenius Medical Care, Merck KGaA, Puma, Hochtief, Porsche Automobil Holding, Zalando, Tesla, Deutsche Telekom, UBS, SK Hynix, Nvidia, Taiwan Semiconductor, SK Hynix, Micron Technology, Citigroup, UBS Group, Bank of America, BHP, Glencore, Anglo American, Freeport-McMoRan, South32, First Quantum Minerals, Teck Resources, Ivanhoe Mines, Hudbay Minerals, Capstone Copper, KGHM Polska Miedź, WisdomTree Copper (WKN: A0KRKR), WisdomTree Industrial Metals (WKN: A0KRLD), WisdomTree Long AUD Short EUR (WKN: A1EKYV). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Charlie Durkin is Principal Solutions Lead at Chainlink Labs, where he works with the world's largest banks, asset managers, and market infrastructures on bringing capital markets onchain. A decade at Citigroup – five years in investment banking and debt capital markets, then five more in product management building the actual rails – gives him a grounded view of the gap between TradFi reality and crypto's promises, and what it will take to close it. Why you should listen Charlie's path from Citi's product team to Chainlink is the perfect frame for this conversation. He's lived inside the legacy plumbing of capital markets and now spends his days helping institutions migrate workflows to blockchain rails without throwing out the existing infrastructure they're built on. His explanation of Chainlink itself is refreshingly concrete: not a competing L1, but the middleware connecting blockchains to each other and to the offchain world – an oracle network at its core, expanded into a full orchestration layer via the Chainlink Runtime Environment (CRE). The "give us an API and we'll connect you securely to the blockchain ecosystem" framing is exactly how Chainlink keeps showing up in the headlines alongside DTCC, Swift, UBS, Euroclear, JPMorgan, BNY Mellon and Franklin Templeton. The tokenization discussion is where Charlie shines. The popular narrative is "tokenize everything"; his lived experience is that the interesting frontier is tokenizing cash. Stablecoins are becoming foundational market infrastructure because instant settlement is too compelling to ignore, but they don't work on a bank's balance sheet – under GENIUS Act rules, stablecoins must be backed one-for-one with HQLA, meaning banks lose the benefit of fractionalized reserves. That's why tokenized deposits are now the hottest conversation in institutional finance: same rails, same settlement story, but compatible with how banks actually run their balance sheets. Charlie also pushes back on the tokenized equities hype, arguing that "mirror tokenization" of stocks bolts complexity onto an already complex system (corporate actions, final settlement, CSD reconciliation), and that the real unlock comes only after cash is natively onchain. At that point native equity and debt issuance starts to make sense on its own terms. Andy and Charlie dig into the harder questions: where the institutional friction actually lives (legal, compliance, security, operational integration – not the business case, which everyone now buys), how procurement teams trained on on-prem-to-cloud transitions are now having to wrap their heads around decentralized infrastructure, and why Chainlink's defense-in-depth architecture – independent node operators, cryptographic consensus, geographic redundancy – is what lets GSIBs sign off on production deployments. Charlie pulls in the standards-and-scale argument with sharp historical analogies: rail gauges for industrialisation, standardised shipping containers for global trade, US GAAP for capital allocation, TCP/IP for the internet. Financial markets need standards before they can scale, and no institution wants to integrate ten different blockchains ten different ways. The hot take round delivers a multi-chain opportunist stance, a contrarian view on tokenised equity headlines, a 10-year vision in which blockchain rails disappear entirely from the user experience, and a callout to the recent DTCC Collateral AppChain announcement – built on Chainlink's CRE, slated for Q4 2026 – as the first glimpse of an onchain capital markets future that's already arriving. Supporting links Stabull Finance Chainlink Chainlink on Twitter Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.
Alissa Coram and Ken Shreve walk through Thursday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
In the United States today, you can have your bank account closed, your credit cards cancelled, and your online payments revoked for any number of crimes, like funding terrorism, engaging in money laundering, or violating sanctions.Sensible, right? Well, you can also face financial ruin for teaching poetry.That's what seemingly happened to a Persian poetry teacher from Detroit whose accounts were flagged for “sanctions violations” because his students wrote “Persian classes” in their Venmo memos. There's also the story about the naked yoga practitioners who lost their payment processor for 60 days, forced to rebuild a subscriber list from scratch. And we can't forget the San Diego cannabis journalist cut off from Stripe—and from a paid Substack newsletter—because of the payment platform's rules that prohibit the promotion of the sale of cannabis.This is “financial censorship,” and it often happens when a bank, credit card provider, or payment app decides that a customer is too risky to serve. But “risky” doesn't always mean “illegal,” and when a major financial institution errs towards caution about what a customer is saying, advocating for, representing, or publishing, a lot of innocent people can be hurt in the process.That's what the digital rights activist Rainey Reitman learned in writing “Transaction Denied: Big Finance's Power to Punish Speech.” As Reitman explained about these hugely impactful decisions:“Even if they are well-intentioned, the financial systems can end up pulling in a lot of people that are not the actual target… Sometimes we talk about this as dolphins in the fishing lines.”These decisions are difficult to fight, frustratingly opaque, and nearly impossible to reverse. Compounding the problem is that that there aren't enough alternatives available for the financially censored to easily regain their freedom.The reality for hundreds of millions of people in this country is that about a dozen companies control all their finances. People mostly bank with Chase, or Bank of America, or Citigroup, or Wells Fargo. They mostly use credit cards assigned by Visa, MasterCard, American Express, or Capital One. And they mostly send money to one another and to small businesses using services like PayPal, Venmo, Cash app, and Square.For most people, these companies are supposed to operate in the background of their lives, providing reliable, secure financing to sustain and manage their livelihoods.In reality, these companies can become quite interested in what you say online, what payments you receive each month, and the locations those payments arrived from.Today, on the Lock and Code podcast with host David Ruiz, we speak with Reitman—who is also the president and a co-founder of the Freedom of the Press Foundation—about the real stories of those who have been financially censored, why financial companies cut off customers for legal speech, and how a single company's decision can create cascading consequences that feel impossible to fight.“They'd be locked out of Venmo, then they'd be locked out of PayPal—which is connected to Venmo—and then they'd suddenly lose their Chase Bank account. You could see that in a lot of instances, losing one form of access to the financial system, it could result in a pattern where they would be losing access repeatedly.”Tune in today.You can also find us on Apple Podcasts, Spotify, and whatever preferred podcast platform you use.For all our cybersecurity coverage, visit Malwarebytes Labs at malwarebytes.com/blog.Show notes and credits:Intro Music: “Spellbound” by Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 4.0 Licensehttp://creativecommons.org/licenses/by/4.0/Outro Music: “Good God” by Wowa (unminus.com)Listen up—Malwarebytes doesn't just talk cybersecurity, we provide it.Protect yourself from online attacks that threaten your identity, your files, your system, and your financial well-being with our exclusive offer for Malwarebytes Premium for Lock and Code listeners.
The World's Largest Loyalty Programs™ research report from Let's Talk Loyalty is now available.Download it by subscribing to our newsletter on the World's Largest Loyalty Programs™ now.---------------Today's episode is with Shikha Narula - Managing Director, Head of Consumer Deposit Products, Transformation and Rewards – Bank of America.Bank of America recently announced BofA Rewards, a no fee program designed to reward clients throughout their financial journey. The program went live on May 27, 2026, and represents an evolution of Preferred Rewards that embodies a comprehensive approach to customer loyalty.Shikha and we dig in to why this approach is well suited to build strong and lasting relationships with banking customers and how it is strategically positioned into BofA's overall growth strategy.Shikha and her team are responsible for developing and delivering client-centric strategies and innovative solutions to meet Bank of America's clients' current and emerging financial needs. Prior to joining Bank of America in March 2022, Shikha was the head of US Consumer Lending Products at American Express and previously worked with Citigroup for 16 years.Hosted by Bill Hanifin - Wiser Loyalty podcast, a series produced in partnership between Let's Talk Loyalty and The Wise Marketer™.*Please note the episode was recorded on March 31 2026 prior to the new BofA Rewards launch*Show Notes :-1) Shikha Narula2) Bank of America.3) BofA Rewards5) Smart Brevity (Book Recommendation)6) The Wall Street Journal (Article Recommendation)
Diane King Hall talks all about tech as analysts raise expectations for stocks across the sector. SanDisk (SNDK) gets a major price target hike from Citigroup on continued AI driven storage demand. CrowdStrike (CRWD) also saw bullish price target increases from multiple Wall Street firms, while AMD Inc. (AMD) received another boost from Evercore ISI as the AI trade stays strong.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Show Notes: From Hiking to River Cruises Lauren Messmore opens the conversation by sharing her experience of hiking Hadrian's Wall in England with her husband, which she describes as a highlight of her international travels. She explains that her husband, an anglophile, had the idea and that she enjoyed the travel and training for the hike, and that she had also lived in England for a few years in the '90s. Lauren details her training routine, including walking six to seven miles two to three times a week and using hiking sticks. They used a service called Mac Adventure for the hike, which provided luggage transport and accommodations. Lauren mentions that after the hiking adventure, she and her husband have shifted to less arduous travel, such as river cruises. She describes a river cruise on the Danube, ending in Budapest, and an upcoming trip to France and Normandy. Starting a Career on Wall Street After graduation and a brief backpacking trip to Europe, Lauren launched into her career as an investment banking analyst on Wall Street. She talks about the challenges and excitement of her first day on the job. She contrasts the investment banking culture with her academic experience at Harvard, noting the strict adherence to rules and lack of creativity in the banking world. Lauren discusses her experience working in London and Madrid, including the unique challenges of being an American woman in a male-dominated field. A Career Shift to M&A in Madrid Lauren describes the transition to Madrid, where she worked on a mix of mergers and acquisitions and capital markets transactions. Lauren highlights the millennium bug and the subsequent acquisition of her office by Citigroup, which led to her move to Spain. She shares her experience of learning Spanish on the job and the importance of being fluent in English for international transactions. She also talks about the cultural and personal differences she experienced in business transactions and expectations while working at Citigroup and the difficulties she faced when she decided to leave Citigroup. Launching an Investment Banking Boutique Lauren talks about starting her own investment banking boutique in 2002. She explains the challenges of working in a small market like Spain and the cultural clash with the American banking model. Lauren describes the success of her boutique, which focused on private equity clients and independent advisory work. She mentions the financial crisis of 2008 and the impact on her business, leading to a liquidity event and her return to the United States. Returning to the U.S. Lauren talks about her return to the United States and the financial crisis's impact on her business, including the divestment of her solar farms. She describes the decision to cash out and the subsequent reinvention of her career in Boston. Lauren took a year off to recharge and plot a new course, eventually finding a strategic consultant role at a community bank. She became the CFO of the bank, which underwent a significant acquisition and went public, marking a shift from advisory to operational roles. The Current Career Path Lauren explains her current career path, focusing on creating a portfolio of Board of Directors positions. She describes the process of building this portfolio over three years and the satisfaction of having a busy but less demanding workload. Lauren emphasizes the importance of taking time off to recharge and plot a new course, especially after significant life changes. She shares her approach to setting New Year's resolutions, focusing on easy but impactful habits like daily flossing, drinking two cups of water, and daily stretching. Harvard Reflections When asked about a compliment she has never forgotten, Lauren shares a memory of being told she was a leader, which changed her self-perception. She emphasizes the importance of betting on oneself and encouraging others to do the same. She shares a few simple New Year's resolutions and reflects on the importance of small, repetitive routines and their cumulative impact over time. She mentions taking Spanish at Harvard, which turned out to be the most useful course for her career. Timestamps: 03:52 Lauren's Journey and Hiking Adventures 08:45: River Cruises and Early Career 13:14: Experience in London and Madrid 21:15: Starting Her Own Investment Banking Boutique 25:25: Return to the United States and New Career Path 32:51: Current Career and Board of Directors Positions 33:19: Offbeat Questions and Final Thoughts Links: LinkedIn: https://www.linkedin.com/in/lauren-messmore/ Solar farm video: https://www.youtube.com/watch?v=9kI_s7NntQg This episode on The 92 Report: *AI generated show notes and transcript
How did one family build Fidelity into one of the most powerful forces in American investing, and what allowed it to endure across three generations?In the latest episode of A Book with Legs, Smead Capital Management CEO and Portfolio Manager Cole Smead and Analyst Will Keenan sit down with journalist and author Justin Baer to discuss his book, titled "House of Fidelity: The Rise of the Johnson Dynasty and the Company That Changed American Investing."Cole and Will explore the 80-year rise of Fidelity with Justin, tracing three generations of the Johnson family and the various investing styles of Fidelity leadership throughout the years. They also discuss the closed-door battles that shaped the firm's direction, the rise and legacy of Peter Lynch, and what this story tells us about active management businesses that last.Justin Baer is an award-winning journalist and an editor for The Wall Street Journal. In a career that includes stints at the Financial Times and Bloomberg News, he has covered almost every significant financial event over the past two decades, including the dot-com bubble, the 2008 financial crisis and the economic fallout from the pandemic. Along the way, Baer has chronicled the ups and downs of such major institutions as Goldman Sachs, J.P. Morgan Chase, Citigroup and Warren Buffett's Berkshire Hathaway.Purchase “House of Fidelity: The Rise of the Johnson Dynasty and the Company That Changed American Investing” here: https://www.hachettebookgroup.com/titles/justin-baer/house-of-fidelity/9781538766958/Sign up to be notified about new A Book with Legs episodes: https://hubs.ly/Q0452Lh70
A torn Meniscus – that is what they say… now what? The beginning of UBI as a response from the AI boom? Black in packaging – byproduct of war Markets – – Up up and away! – New inflation data is in… – The Circular Economy – Great chart…. – Some inflation facts PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Torn Meniscus - that is what they say... now what? - The beginning of UBI as a response from the AI boom? - Black in packaging - byproduct of war - Insights into consumer confidence reports Markets - Up up and away! - New inflation data is in... - The Circular Economy - Great chart.... - Some inflation facts - From the TACO trade to the NACHO trade The new CTP for Salesforce is open for entries! From TACO to NACHO - Not A Chance Hormuz Opens - - New phrase being used in the oil pits and trading floors Life Support - President Trump tells reporters that ceasefire with Iran is on "massive life support"; says Iran's peace proposal was a "piece of garbage" Going to CHYNA - President Donald Trump has invited executives from some of the biggest U.S. companies — including Tesla CEO Elon Musk, Apple CEO Tim Cook, BlackRock's CEO Larry Fink and Boeing CEO Kelly Ortberg — to join his trip to China this week, according to a White House official. - Also expected to join Trump's delegation for meetings with Chinese President Xi Jinping are Blackstone's Stephen Schwarzman, Cargill's Brian Sikes, Citigroup's Jane Fraser, Coherent's Jim Anderson, GE Aerospace's H. Lawrence Culp Jr., Goldman Sachs's David Solomon, Illumina's Jacob Thaysen, Mastercard's Michael Miebach, Meta Platforms executive Dina Powell McCormick, Micron Technology's Sanjay Mehrotra, Qualcomm's Cristiano Amon and Visa's Ryan McInerney, the official said, speaking on condition of anonymity because the list has not been announced. - Jensen Huang supposedly not invited Inflation Report Today - Total CPI increased 0.6% month-over-month in April, as expected, following a 0.9% increase in March. That left total CPI up 3.8% year-over-year versus 3.3% in March. - Core CPI, which excludes food and energy, jumped 0.4% month-over-month (Briefing.com consensus: 0.4%) following a 0.2% increase in March. That left core - CPI up 2.8% year-over-year versus 2.6% in March. ----Key Factors - The food index was up 0.5% month-over-month and up 3.2% year-over-year. - The energy index was up 3.8% month-over-month and up 17.9% year-over-year. - The shelter index was up 0.6% month-over-month and up 3.3% year-over-year. - The used cars and trucks index was flat month-over-month and down 2.7% year-over-year. - The apparel index was up 0.6% month-over-month and up 4.2% year-over-year. - The services index was up 0.6% month-over-month and up 3.4% year-over-year (services less rent of shelter was up 3.5% year-over-year). - The all items index less food, shelter, and energy was up 0.2% month-over-month and up 2.3% year-over-year. Consumer Confidence - Surging gas prices due to the Iran war sent consumer sentiment to a new low in the early part of May, according to a University of Michigan survey Friday. “Taken together, consumers continue to feel buffeted by cost pressures, led by soaring prices at the pump,” the survey's director, Joanne Hsu, said. - The latest University of Michigan Consumer Sentiment preliminary reading for May came in at 48.2, below the 50.5 consensus estimate and below the prior 49.8 final reading for April. ---Note: Conference board's consumer confidence reading was actually better than last month so there is a discrepancy in reports. - Conference Board measure as highly important because it is widely followed and often tied closely to labor-market perceptions, while the Michigan survey is also closely watched for inflation-sensitive consumer attitudes. Thwarted! - Google's Threat Intelligence Group said hackers are using AI models such as OpenClaw to uncover and exploit zero-day software vulnerabilities. - GTIG said it has “high confidence” that it recorded hackers using an AI model to find and exploit a zero-day vulnerability, or a software flaw unknown to developers, creating a way to bypass two-factor authentication. -The group said in a report that it had uncovered and likely thwarted an AI-developed attack. - Anthropic delayed its Mythos model rollout due to cybersecurity concerns, but current models are being used by hackers. - How are we going to stop the hackers from using powerful AI models to hack? Circular Economy - Great Graphic Circular Always Money to be made... - US derivatives exchange CME Group Inc. and index provider Silicon Data are teaming up to create a futures market for computing power. - The futures will help traders, financial firms, AI builders and cloud providers manage volatility and price swings, according to a statement. - CME CEO Terry Duffy said compute is "the new oil of the 21st century" and creating a futures market can help make the costs more transparent. ----- One more way to pump this as now there is ways to further inflate costs through a leveraged futures market Private Credit Transparency? - Faster mark-to-market plans - Apollo Global Management Inc. has been stepping up efforts to provide liquidity and price transparency in the private-credit market, where assets don't typically change hands. - Last week, the firm said more than $830 billion of its credit assets will be priced daily by the end of September. " - Others in the industry are not so happy about this. - Most say that this is little more that lipstick on a pig No Problem - Congress is looking to suspend the federal gas tax for a few months - Trump backing - $0.18 per gallon tax in a effort to reduce gas prices that are now approx $4.40 average per gallon higher than before the war - War not changed, Iran still stringing us along. - Under/Over how long it will take until next Ceasefire bombings start? - Will a sprinkle of warfare prior to China visit be in the cards as a show of strength? AI Jobs - Kevin Hassett says that AI isn't costing anybody their jobs rights now - EVEN THOUGH TECH CONTINUES LAYOFFS - Why bother even listening to these guys? - Major deep discussion on this on TDI Podcast this week -- WORTH THE LISTEN Asian Markets - Continuing to brush off any worries about oil prices, escalation or valuations that are in the stratosphere - Korea - as we discussed this would be the case is up a staggering 78% last year and already up 81% this year - Market cap has increased $2.7 trillion over the past year - The massive wealth increase has been heavily concentrated. Tech giants Samsung Electronics and SK Hynix accounted for the vast majority of the gains, with individual rallies of up to 382% over the year. Strange - The retail trades added nearly 22,000 jobs in April, accounting for almost one-fifth of total job growth. - In March, retailers posted their largest number of monthly job openings since 2023. - Retailers are more confident after seeing consumers keep their wallets open in the face of an uncertain economy and higher gas prices. - Nearly 15.5 million employees now hold retail industry jobs, the most since July 2024. - What is strange is the UMich confidence hit another all-time low last Friday for the latest prelim reading for the month ANALlysts - The earnings upgrades for tech are not just incremental - Examples: - Seagate Tech target raised to $1000 from $750 at Evercore ISI, cites HAMR-driven multi-year HDD growth, pricing power, and strong AI/data center demand backdrop - AMD - Goldman Sachs upgraded to Buy and raised its price target dramatically (e.g., to $450 from $240). Other firms like Bernstein (to $525), Barclays, KeyBanc, TD Cowen, and Baird also hiked targets significantly (many by $200+) - Several other names upgrades with big ranges of price increases UBI Starting...? - South Korea should consider institutional ways to redistribute potential excess tax revenue generated by the AI infrastructure boom to help ease inequalities that could deepen in an AI-driven era, a top presidential policy aide said. - President Kim proposed the principle, tentatively named a “national dividend,” underlining that gains from AI infrastructure should be understood as the product of South Korea's collectively built industrial foundation. - In his Facebook post on Monday, Kim explained that "the central question of the AI era is not simply about growth rates, but about how to socially stabilize excess profits." Black ink - Calbee to switch its brightly colored packaging to black and white because war has disrupted supply of certain raw materials used in ink - Calbee, whose potato chip brands in particular are known for brightly colored bag designs, said 14 of its products would switch to monochrome branding by the end of May. - Printing ink requires naphtha, an oil derivative for which Japan relies on imports from the Middle East for about 40% of its consumption. Black Ink Printing HantaVirus - Tristan da Cunha, home to only around 200 people, is halfway between South Africa and South America. It is the world's remotest inhabited island, more than 2,400 km and a six-day boat ride from St Helena, its nearest inhabited neighbor. - It usually relies on a medical team of two people for its health needs, and is normally only accessible by boat as it has no airstrip. - A British man was dropped from the death ship was there and has the symptoms - so "out of an abundance of caution...." - "The arrival of paratroopers, medical personnel and medical supplies from the sky has hopefully reassured the people of Tristan da Cunha," said Brigadier Ed Cartwright, Officer Commanding 16 Air Assault Brigade. - Does this give comfort that paratroopers dropping in with hazmat suits? Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Guest: Arvin Bansal, CISO, C&S Wholesale Grocers Topics: Most people do not associate grocery wholesale and retail with cutting edge technology and threat models. Can you produce the receipts for why this isn't a story of dry goods but rather a very meaty topic with beefy adversaries? How are you as the CISO enabling C&S's journey into AI and LLM driven work? Securing AI is a bit harder than securing classic analytics tools, right? In addition to securely rolling out AI, how is your defense team using AI to secure C&S? Are you into the era of agentic triage and response? What metrics for AI is your D&R lead surfacing up to you? You have AI in the business process that - if failed - will leave people hungry. How do you approach AI resilience? How do you approach resilience in general? Is cloud part of your resilience strategy? You worked at Citigroup for a long time. What's it like having grocery margin budgets for security instead? How does your thinking change? Does this shift your build/buy/outsource for security? If your IoT stack falls over, you've got literal ice cream melting in a warehouse. How do you balance your investments in cyber risk with physical operational risk? Should I be scared of forklifts? Resources: EP275 Google Cloud Next 2026: The AI Earthquake, "SOC-home" Syndrome, and the Ragged Edge of Reality EP247 The Evolving CISO: From Security Cop to Cloud & AI Champion EP208 The Modern CISO: Balancing Risk, Innovation, and Business Strategy (And Where is Cloud?) EP212 Securing the Cloud at Scale: Modern Bank CISO on Metrics, Challenges, and SecOps
How should investors play the AI runway? We discuss with Requisite Capital's Bryn Talkington, Bank of America's Chris Hyzy and JPMorgan's Stephanie Aliaga. Plus, Anthropic revealed some eye-popping new growth numbers. We discuss and debate with venture capitalist and Anthropic investor Lo Toney. And, star analyst Mike Mayo joins us fresh off Citigroup's investor day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
https://media.blubrry.com/counterspin/content.blubrry.com/counterspin/CounterSpin260417.mp3 Right-click here to download this episode (“Save link as…”). Inequality.org (3/4/26) This week on CounterSpin: Tesla reported $5.7 billion in US profits in 2025 and paid $0.0 in taxes. As Rebecca Crosby and Judd Legum at Popular Information report, there's little mystery to this miracle: Tesla used corporate tax breaks, proffered by Trump and co. in what reporters with straight faces call the “One Big Beautiful Bill”—including 100% bonus depreciation; and they exploited a long-standing deduction for executive stock options. At least 88 profitable corporations have reported paying $0 in federal income taxes last year, according to the Institute for Taxation and Economic Policy. Citigroup, CVS, Walt Disney—they “made” billions but, weirdly it turns out, they somehow owe the federal government bupkis, whereas you and I are playing a chump's game, evidently. Cheaters cheat, grifters grift, but why do news media label companies “successful” when that success stems from cheating and grifting and, crucially, shafting their workers? Sarah Anderson directs the Global Economy Project at the Institute for Policy Studies and co-edits the site Inequality.org. She's written a new report that gets to the heart of America's “Low-Wage Employers and the Affordability Crisis.” We hear from her this week. https://media.blubrry.com/counterspin/content.blubrry.com/counterspin/CounterSpin260417Anderson.mp3 Fight for the Future (4/13/26) Also on the show: The Internet Archive's Wayback Machine is a nonprofit digital library with the fundamental mission of preserving web pages. For example, a union organizer used it to look up old job listings and check how what the company says it offers has shifted over time. When police edited a press release after a journalist reported on it, and then said her report was false, she was able to prove that the department had changed their statement. It's kind of Information 101. But it's under threat. We hear about that from artist and activist Lia Holland, campaigns and communications director at the group Fight for the Future. https://media.blubrry.com/counterspin/content.blubrry.com/counterspin/CounterSpin260417Holland.mp3
P.M. Edition for April. 14. Earnings reports out today from JPMorgan Chase, Citigroup and Wells Fargo show that customers continued to spend, borrow and invest, despite the war in Iran and AI jitters. WSJ investing columnist Spencer Jakab joins to discuss how this might be a great quarter beyond the banking sector. Plus, U.S. stocks extend their winning streaks; we hear from Journal markets reporter Hannah Erin Lang about what's driving the rally. And Amazon has agreed to acquire satellite operator Globalstar for about $11 billion. Patience Haggin, who covers telecoms for the Journal, says the deal could help Amazon compete with Elon Musk's Starlink internet network. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices