Podcasts about corporates

The incredibly talented Carol Leifer joins us at the table! Everything Carol touches seems to turn to gold - Seinfeld, Curb Your Enthusiasm, and now Hacks. Carol shares behind the scenes stories of writing for each of these hit shows. She also discusses why kids can absolutely not be at her stand up shows. Enjoy!  Check out Carol's new book How to Write a Speech at Barnes and Noble.  For a limited time, Wildgrain is offering our listeners $30 off the first box - PLUS free Croissants in every box - when you go to Wildgrain.com/PAPA to start your subscription Get 50% Off Your One Month Trial with Trade, at drinktrade.com/PAPA Text PAPA to 64000 to get twenty percent off all IQBAR products, plus FREE shipping.  ------------- 0:00:00 Intro 0:00:39 Patreon shout out 0:01:09 Wild Grain Ad  0:01:54 TomPapa.com  0:02:58 Bread and bombing on stage 0:05:31 Comedians are good in emergency situations  0:09:13 The loudest snack is Pirate's Booty 0:11:00 Corporates  0:12:33 Stand up before writing and being funny 0:16:00 First open mics 0:20:08 Carol's new book and giving speeches 0:29:15 Best writing job - Seinfeld  0:33:05 Larry David  0:35:00 Mixture of Jerry & Larry and idea generation 0:40:45 Trade Coffee Ad  0:43:27 Wild Grain Ad  0:45:30 IQ Bar Ad 0:48:44 Italian  0:53:04 Carol thinks Tom can't dance 0:55:25 Ketchup and ranch  0:56:45 Working on the Oscars  1:00:50 Uncomfortable moment  1:02:50 Writing for Hacks and other projects  1:08:35 Being a woman in comedy ------------- Tom Papa is a celebrated stand-up comedian with over 20 years in the industry. Watch Tom's new special "Home Free" out NOW on Netflix! Radio, Podcasts and more: https://linktr.ee/tompapa/ Website - http://tompapa.com/ Instagram -  https://www.instagram.com/tompapa Tiktok - https://www.tiktok.com/@tompapa Facebook - https://www.facebook.com/comediantompapa Twitter - https://www.twitter.com/tompapa #tompapa #breakingbread #comedy #standup #standupcomedy #bread #seinfeld #curbyourenthusiasm Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Grootes speaks to Georg Southey, Manager at Merlog Foods, about the urgent need for government action as South Africa faces a worsening food crisis. The ban on Brazilian chicken imports, following a bird flu outbreak in one province, risks deepening hunger, especially among vulnerable groups like children on school feeding schemes. In other interviews, The Money Show broadcasts live at the Corporates that Care event, with Stephen Grootes speaking to various South African companies, including SPAR Group, The Hirshe's, Mr Price Foundation, and SA Home Loans, highlighting their impactful CSI initiatives and socially responsible efforts. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Tackle Roth IRA strategies, dollar cost averaging, passive investing risks, strategic retirement withdrawals, and more. Whether you're planning early retirement or optimizing your current portfolio, Wes and Christa deliver actionable insights and answer listener questions, including: • Is Passive Investing Creating a Bubble? Are index funds inflating markets? Or do global diversification and ongoing price discovery demonstrate otherwise? Is it a mistake to dismiss all active strategies? • Roth IRA Allocation Roth IRAs often have the longest time horizon. Does that make them ideal for more aggressive, all-stock index fund investing? • How to Diversify an IRA After a Rollover Is it helpful to go beyond S&P 500 funds with mid- and small-caps? Treasuries? Corporates? REITs? Commodities? Energy pipeline investments? • Avoid Paying Roth Conversion Taxes from a Roth? Does it reduce long-term value to use Roth funds to pay taxes on a conversion? Is it okay to spread conversions over several years? • What Is Dollar Cost Averaging (DCA)? DCA can help reduce timing risk by investing consistently over time. Is it beneficial for large cash amounts and emotional ease? • Investing a Lump Sum? What About a 50/50 Split? Should you consider investing half up front and dollar cost averaging the rest over several months for balanced risk and reward? • Effective Withdrawal Strategy in Retirement Is it more strategic to pull from bonds/cash rather than stocks in down markets? • Should You Use Target Date Funds? They can be handy early in your career, but do some get too conservative by retirement age? • Is the Reverse Glide Path Worth It? Starting conservative and getting more aggressive later may look good on paper, but does its complexity overshoot its practicality in real life? Learn more about your ad choices. Visit megaphone.fm/adchoices

Mon, 19 May 2025 17:35:00 +0000 https://jungeanleger.podigee.io/2264-kapitalmarkt-stimme-at-daily-voice-139-365-politiker-und-ihre-macht-uber-die-borse-was-darf-man-unterstellen-was-ist-eigentlich-verboten 8ee4f3ab5dac7dd54f618d3f350b4fc5 kapitalmarkt-stimme.at daily voice 139/365: Immer mehr Leute behaupten, dass Trump seine Aussagen mit Trades an der Börse vergoldet. In ein paar Wochen gibt es ein Meeting mit der FMA und da mag ich fragen, ob man das behaupten darf und ob die Insiderthematik nur bei Corporates und Frontrunning nur bei Kenntnis der noch nicht öffentlichen Orderlage strafbar ist. Ich werde dann aufklären. Auch in Österreich gibt es immer wieder politische Irritationen an der Börse. Ich würde mit Unterstellungen vorsichtig sein. https://www.boerse-social.com/bsngine Unser Ziel: Kapitalmarkt is coming home. Täglich zwischen 19 und 20 Uhr. kapitalmarkt-stimme.at daily voice Playlist auf spotify: http://www.kapitalmarkt-stimme.at/spotify http://www.kapitalmarkt-stimme.at Musik: Steve Kalen: https://open.spotify.com/artist/6uemLvflstP1ZerGCdJ7YU Playlist 30x30 (min.) Finanzwissen pur: http://www.audio-cd.at/30x30 Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/apple http://www.audio-cd.at/spotify 2264 full no Christian Drastil Comm.

Bongani Bingwa speaks with Wendy Viljoen, Knowledge Specialist in Education at Wesgro’s Edu Invest unit for this edition of Corporates that Care, about a transformative public-private initiative making waves in South African education. Edu Invest, powered by Wesgro in collaboration with the Western Cape Education Department, focuses on expanding access to affordable independent schooling and improving educational resources and services. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Strong by Form: From Radical Idea to JEC Sustainability WinnerWhat started as a niche academic research project has become a deep tech startup operating across Europe and Latin America, with millions raised in private funding and grants. Strong by Form developed Woodflow, a technology that turns natural timber fibers into 3D-formed structural materials, enabling strong, lightweight, and carbon-reducing alternatives to concrete, aluminum, and even steel.Their design-driven approach doesn't just replicate wood planks—it reimagines wood as a high-performance composite, shaped by nature's logic and modern computational design.Built in Chile, Designed for EuropeThough most of the founding team hails from Chile, the company was strategically incorporated in Spain to operate within Europe's innovation and regulation ecosystem. Today, the team is 27 people strong and split across Chile, Germany, and Spain.“Europe is tough on regulation—but it's also where real scale is possible,” Andres explains.How Joy Division and Sustainable Slabs Came TogetherYes, their iconic waveform-style logo was sketched in five minutes. Yes, it was inspired by Joy Division. But that aesthetic also represents the undulating structural logic behind their composite designs. Andres' co-founder Jorge, an architect-turned-engineer, originally developed the idea while studying at ETH Zurich. His mission? Create the lightest, most material-efficient structural slab possible—starting with carbon fiber but pivoting to wood for scalability and sustainability.From Friendships to FoundingStrong by Form's founding trio came together through long-standing friendships and complementary skill sets—engineering, digital fabrication, and startup acceleration. When Jorge and Daniel realized they had a revolutionary process but no path to market, they called Andres, who had just left venture capital. He joined to build the business—and soon they were securing grants, awards, and investor interest from forestry giants and mobility leaders alike.JEC Debut: The Wooden Bike Frame That Got Everyone TalkingAt JEC 2025, Strong by Form unveiled a bike frame prototype made entirely from Woodflow, designed using composite logic rather than milled timber. It's a visual and functional proof that their stamped biocomposites can handle form, function, and strength—without carbon-intensive inputs.“This bike isn't a gimmick—it's a signal. We're building with wood the way carbon fiber is used in aerospace,” says Andres.Mobility Is Back on the AgendaWhile construction remains their core focus, Strong by Form is expanding into automotive and micromobility. BMW was one of the first to express interest back in 2019—and is now working with the startup on large-scale, interior and exterior vehicle components. A million-euro grant is fueling development of their advanced pressing process, and they're now actively engaging new partners in bikes, transportation, and e-mobility.Investors, Corporates, and the New PlaybookStrong by Form's investor cap table is as unconventional as their tech: four corporate investors (including Europe's top timber producers and construction leaders) and a mix of impact-oriented VCs. Andres admits they had to throw out the startup rulebook.“The first thing you're told is to avoid corporates. Well, our first investor was a corporate,” he laughs.The result is a founder journey that doesn't follow Silicon Valley tropes—but proves that material science innovation can (and must) be funded differently.Learn MoreStrong by Form – Woodflow technology for carbon-neutral construction & mobilityJEC World – Global leader in composites innovation Be sure to follow Sesamers on Instagram, LinkedIn, and X for more cool stories from the people we catch during the best Tech events!

Investors were caught off guard last week when the Taiwanese dollar surged to a multi-year high. Our strategists Michael Zezas and James Lord look at what was behind this unexpected rally.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income Research and Public Policy Strategy.James Lord: And I'm James Lord Morgan Stanley's, Global Head of FX and EM Strategy.Michael Zezas: Today, we'll focus on some extreme moves in the currency markets and give you a sense of what's driving them, and why investors should pay close attention.It's Thursday, May 8th at 10am in New York.James Lord: And 3pm in London.Michael Zezas: So, James, coming into the year, the consensus was that the U.S. dollar might strengthen quite a bit because the U.S. was going to institute tariffs amongst other things. That's actually not what's happened. So, can you explain why the dollar's been weakening and why you expect this trend to continue?James Lord: I think a big factor for the weakening in the dollar, at least in the initial part of the year before the April tariff announcements came through, was a concern that the U.S. economy was going to be slowing down this year. I mean, this was against some of the consensus expectations at the beginning of the year.In our year ahead outlook, we made this call that the dollar would be weakening because of the potential weakness in the U.S. economy, driven by slow down in immigration, limited action on fiscal policy. And whatever tariffs did come through would be kind of damaging for the U.S. economy.And this would all sort of lead to a big slowdown and a kind of end to the U.S. exceptionalism trade that people now talk about all the time. And I think since April 1st or April 2nd tariff announcements came, the tariffs were so large that it raised real concerns about the damage that was potentially going to happen to the U.S. economy.The sort of methodology in which the tariff formulas were created raised a bit of concern about the credibility of the announcements. And then we had this constant on again, off again, on again, off again tariffs. That just created a lot of uncertainty. And in the context of a 15-year bull market of the dollar where it had sucked enormous amounts of capital inflows into the U.S. economy. You know, investors just felt that maybe it was worth taking a few chips off the table and unwinding a little bit of that dollar risk. And we've seen that play out quite notably over the last month. So, I think it's been, yeah, really that those concerns about growth but also this sort of uncertainty about policy in general in the context of, you know, a big bull run for the dollar; and fairly heavy valuations and positioning. Those have been the main issues, I think.Michael Zezas: Right, so we've got here this dynamic where there are economic fundamental reasons the dollar could keep weakening. But also concerns from investors overseas, whether they're ultimately founded or not, that they just might have less demand for owning U.S. dollar denominated assets because of the U.S. trade dynamic. Now it seems to me, and correct me if I'm wrong, that there was a major market move in the past week around the Taiwanese dollar, which reflected these concerns and created an unusually large move in that currency. Can you explain that dynamic?James Lord:  Yeah, so we've seen really significant moves in the Taiwan dollar. In fact, on May 2nd, the currency saw its largest one-day rally since the 1980s, and over two days gained over 6.5 percent, which for a Taiwan dollar, which is pretty low volatility currency usually, these are really big moves. So in our view, the rally in the Taiwan dollar, and it was remarkably big. We think it's been mostly driven by Taiwanese exporters selling some of their dollar assets with a little bit of foreign equity inflow helping as well. And this is linked back to the sort of trade negotiations as well.I mean, as you know, like one of the things that the U.S. administration has been focused on currency valuations. Historically, many people in the U.S. administration believe the dollar is very strong. And so there has been this sort of issue of currency valuations hanging over the trade negotiations between the U.S. and various Asian countries. And local media in Taiwan have been talking about the possibility that as part of a trade negotiation or trade deal, there could be a currency aspect to that – where the U.S. government would ask the Taiwanese authorities to try to push Taiwan dollar stronger.And you know, I think this sort of media reporting created a little bit of a -- well, not just a little, a significant shift from Taiwanese exporters where they suddenly rush to sell their dollar deposits in to get ahead of any possible effort from the Taiwanese authorities to strengthen their currency. The central bank is being very clear on this.We should have to point this out that the currency has not been part of the trade deal. And yet this hasn't prevented market participants from acting on the perceived risk of it being part of the trade talks. So, you know, Taiwanese exporters own a lot of dollars. Corporates and individuals in Taiwan hold about $275 billion worth of FX deposits and for an $800 billion or so economy, that's pretty sizable. So we think that is that dynamic, which has been the biggest factor in pushing Taiwan dollar stronger.Michael Zezas: Right, so the Taiwan dollar is this interesting case study then in how U.S. public policy choices might be creating the perception of changes in demand for the dollar changes in policy around how foreign governments are supposed to value their currency and investors might be getting ahead of that.Are there any other parts of the world where you're looking at foreign exchange globally, where you see things mispriced in a way relative to some of these expectations that investors need to talk about?James Lord: We do think that the dollar has further to go. I mean, it's on the downside. It's not necessarily linked to expectations that currency agreements will be part of any trade agreement. But, we think the Fed will need to cut rates quite a bit on the back of the slow down in the U.S. economy. Not so much this year. But Mike Gapen and Seth Carpenter, and the U.S. economics team are expecting to see the Fed cut to around 2.5 per cent or so next year. And that's absolutely not priced. And, And so I think as this slowdown – and, this is more of a sort of traditional currency driver compared to some of these other policy issues that we've been talking about. But if the Fed does indeed cut that far, I do think that that's going to put some meaningful pressure on the dollar. And on a sort of interest rate differential perspective, and when we look at what is mispriced and correctly priced, we see the Fed as being mispriced, but the ECB is being quite well priced at the moment.So as that weakening downward pressure comes through on the dollar, it should be reflected on the euro leg. And we see it heading up to 1.2. But just on the trade issue, Mike, what's your view on how those trade negotiations are going? Are we going to get lots of deals being announced soon?Michael Zezas: Yeah, so the news flow here suggests that the U.S. is engaged in multiple negotiations across the globe and are looking to establish agreements relatively quickly, which would at least give us some information about what happens next with regard to the tariffs that are scheduled to increase after that 90 day pause that was announced in earlier in April. We don't know much beyond that.I'd say our expectation is that because the U.S. has enough in common in terms of interests and how it manages its own economy and how most of its trading partners manage their own economies – that there are trade agreements, at least in concept. Perhaps memorandums of understanding that the U.S. can establish with more traditional allies, call it Japan, Europe, for example, that can ultimately put another pause on tariff escalation with those countries.We think it'll be harder with China where there are more fundamental disagreements about how the two countries should interact with each other economically. And while tariffs could come down from these very, very high levels with China, we still see them kind of settling out at still meaningful substantial headline numbers; call it the 50 to 60 per cent range. And while that might enable more trade than we're seeing right now with China because of these 145 per cent tariff levels, it'll still be substantially less than where we started the year where tariff levels were, you know, sub 20 per cent for the most part with China.So, there is a variety of different things happening. I would expect the general dynamic to be – we are going to see more agreements with more counterparties. However, those will mostly result in more pauses and ongoing negotiation, and so the uncertainty will not be completely eliminated. And so, to that point, James, I think I hear you saying that there is potentially a difference between sometimes currencies move based on general policy uncertainty and anxieties created around that.James Lord: Yeah, that's right. I think that's safer ground, I think for us as currency strategists to be anchoring our view to because it's something that we deal with day in, day out for all economies. The impact of this uncertainty variable. It could be like, I think directionally supports a weaker dollar, but sort of quantifying it, understanding like how much of that is in the price; could it get worse, could it get better? That's something that's a little bit more difficult to sort of anchor the view to. So, at the moment we feel that it's pushing in the same direction as the core view. But the core view, as you say, is based around those growth and monetary policy drivers.So, best practice here is let's keep continuing to anchor to the fundamentals in our investment view, but sort of recognize that there are substantial bands of uncertainty that are driven by U.S. policy choices and by investors' perceptions of what those policy choices could mean.Michael Zezas: So, James conversations like this are extremely helpful to our audience. We'll keep tracking this carefully. And so, I just want to say thank you for taking the time to talk with us today.James Lord: I really enjoyed it. Looking forward to the next one.Michael Zezas: Great. And thank you for listening. If you enjoy the podcast, please leave us a review wherever you listen to the podcast and share Thoughts on the Market with a friend or colleague today.

Bongani Bingwa speaks with Mpho McNamee, Group Chief of Corporate Affairs at Telkom, about the transformative work of the Telkom Foundation. Since 1998, the foundation has been turning classrooms into hubs of learning, where digital tools like smartboards bring subjects like maths and science to life, and young people in rural areas learn coding and tech skills to build their futures. They explore how Telkom is using WiFi to open doors to education and a brighter future, ensuring no child is left offline. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Find all the catch-up podcasts here https://www.primediaplus.com/702/702-breakfast-with-bongani-bingwa/audio-podcasts/702-breakfast-with-bongani-bingwa/ Listen live - 702 Breakfast is broadcast weekdays between 06:00 and 09:00 (SA Time) https://www.primediaplus.com/station/702 Subscribe to the 702 daily and weekly newsletters https://www.primediaplus.com/competitions/newsletter-subscription/  Follow us on social media: 702 on Facebook: http://www.facebook.com/TalkRadio702   702 on TikTok: www.tiktok.com/@talkradio702  702 on Instagram: www.instagram.com/talkradio702  702 on X: www.x.com/Radio702  702 on YouTube: www.youtube.com/@radio70See omnystudio.com/listener for privacy information.

Welcome to this week's Titan International market review for the week ending 4th May 2025. Global equity markets continued their recent recovery over the week, as improving sentiment around global trade and positive corporate earnings took centre stage.First-quarter corporate earnings in the United States are coming in ahead of expectations, helping lift equity markets despite renewed signs of economic fragility. However, guidance for the second quarter has notably deteriorated. Corporates are flagging mounting headwinds, particularly around consumer demand and persistent trade uncertainties. Economic data releases over the week were mixed. In contrast, eurozone economic activity accelerated. Preliminary estimates showed GDP expanded by 0.4% in the first quarter, doubling the pace seen in the final months of 2024 and exceeding consensus forecasts.The US labour market continues to hold firm. Equity markets responded positively. US stocks rose almost 3% over the week, buoyed by strong tech sector earnings. Oil prices came under renewed pressure, falling 7% after OPEC+ announced plans to increase production by 411,000 barrels per day in June. That's all for this week's Titan International Weekly Podcast. Thank you for listening and for further investment insights head over to titanwealthinternational.com.

QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse! Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week. Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends! In this episode of Quick Fire Friday, host Amanda Jones interviews Dr. Linda Sands, innovation coach and founder of Adaptology. Linda shares how small business owners can harness the power of curiosity, experimentation, and structured thinking to stay agile and customer-focused. She busts common innovation myths and explains why small businesses are better positioned than large corporates to test, adapt, and create value. She also recommends “The Little Black Book of Innovation by Scott D. Anthony” as a must-read for anyone looking to better understand and apply innovation.

Since 2022, CNH Ventures has been trying bridge the gap between fast-moving startups and experienced ag teams.

Bongani Bingwa sits down with Harry Kellan, CEO of FNB, to discuss how the banking giant is championing early childhood development (ECD) in this segment of Corporates That Care. They explore FNB’s impactful initiatives aimed at shaping the future of South Africa’s youngest learners. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Find all the catch-up podcasts here https://www.primediaplus.com/702/702-breakfast-with-bongani-bingwa/audio-podcasts/702-breakfast-with-bongani-bingwa/ Listen live - 702 Breakfast is broadcast weekdays between 06:00 and 09:00 (SA Time) https://www.primediaplus.com/station/702 Subscribe to the 702 daily and weekly newsletters https://www.primediaplus.com/competitions/newsletter-subscription/  Follow us on social media: 702 on Facebook: http://www.facebook.com/TalkRadio702   702 on TikTok: www.tiktok.com/@talkradio702  702 on Instagram: www.instagram.com/talkradio702  702 on X: www.x.com/Radio702  702 on YouTube: www.youtube.com/@radio702  See omnystudio.com/listener for privacy information.

Thu, 24 Apr 2025 22:45:00 +0000 https://jungeanleger.podigee.io/2189-borsepeople-im-podcast-s18-17-monika-mader 9cf758751522ddb4ea5201bf032ef3c3 Monika Mader ist nach 30 Jahren in der Finanzwelt nun auf die Pole-Position aus, dies als Coach für uns alle. Wir sprechen über eine frühe Begegnung mit der DTB, über eine Kundenberaterin-Zeit in der "Wahnsinn-Neuer-Markt-Ära", über tolle Jahre bei Reuters und dann 17 Jahre bei der Deutsche Vermögensberatung mit Österreich-Facetten. Monika hat immer gerne "am und mit dem Menschen" im Finanzmarkt gearbeitet - mit Bankkunden, mit Menschen in Banken, Versicherungen und Corporates sowie mit Vertriebspartnern und Führungskräften im Vertrieb. In ihrer Selbstständigkeit will sie uns mit Spass, Lachen und Leichtigkeit auf die Pole Position bringen, Praxis und HandsOn stehen über Theorie und Tools "um der Tools" wegen. Also irgendwie auch mein Ansatz. https://www.monika-mader.de About: Die Serie Börsepeople des Podcasters Christian Drastil, der im Q4/24 in Frankfurt als "Finfluencer & Finanznetworker #1 Austria" ausgezeichnet wurde, findet im Rahmen von http://www.audio-cd.at und dem Podcast "Audio-CD.at Indie Podcasts" statt. Es handelt sich dabei um typische Personality- und Werdegang-Gespräche. Die Season 18 umfasst unter dem Motto „25 Börsepeople“ 25 Talks. Presenter der Season 18 ist die EVN http://www.evn.at. Welcher der meistgehörte Börsepeople Podcast ist, sieht man unter http://www.audio-cd.at/people. Der Zwischenstand des laufenden Rankings ist tagesaktuell um 12 Uhr aktualisiert. Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 2189 full no Christian Drastil Comm. 1696

Bongani Bingwa speaks with Ray-Ann Sedres, Head of the Sanlam Foundation, in this week’s Corporates That Care segment shining a spotlight on businesses driving real change. The conversation focuses on Sanlam’s support for the Youth4Tourism (Y4T) programme, an initiative aimed at empowering young people in the tourism and creative sectors, creating pathways to employment and entrepreneurship across South Africa. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Find all the catch-up podcasts here https://www.primediaplus.com/702/702-breakfast-with-bongani-bingwa/audio-podcasts/702-breakfast-with-bongani-bingwa/ Listen live - 702 Breakfast is broadcast weekdays between 06:00 and 09:00 (SA Time) https://www.primediaplus.com/station/702 Subscribe to the 702 daily and weekly newsletters https://www.primediaplus.com/competitions/newsletter-subscription/  Follow us on social media: 702 on Facebook: http://www.facebook.com/TalkRadio702   702 on TikTok: www.tiktok.com/@talkradio702  702 on Instagram: www.instagram.com/talkradio702  702 on X: www.x.com/Radio702  702 on YouTube: www.youtube.com/@radio702  See omnystudio.com/listener for privacy information.

In this episode, Stephan Livera speaks with Matyas Kuchar about the evolving landscape of Bitcoin, particularly focusing on the BTC Prague conference and the changing demographics of Bitcoin enthusiasts. They discuss the shift in sentiment towards Bitcoin, the importance of education in fostering self-sovereignty, and the role of corporate strategies in Bitcoin treasury management. The conversation also touches on the Czech Republic's unique position in the Bitcoin ecosystem and the upcoming BTC Prague conference, which aims to unite the Bitcoin community and promote individual empowerment.Takeaways

Why hasn't Japan produced more global startup giants?In this special Japan series of Couchonomics with Arjun, recorded in Tokyo and in collaboration with GFTN Forum Japan, Arjun sits down with Jordan Fisher, Venture Partner at Antler and Co-founder of Zehitomo.From the hidden inefficiencies in Japan's service economy to the deeper structural and cultural barriers that limit growth, this conversation explores what it will take to build a more ambitious, globally competitive startup ecosystem in Japan.

IT/Software-Unternehmen sind bei Finanzinvestoren, aber auch bei Corporates ein beliebtes M&A-Target. Sie gelten als ebenso wachstums- wie Cashflow-stark. Doch Disruptionen sind in dem Markt keine Seltenheit – und kommen aus verschiedenen Richtungen. Darüber sprechen wir in dieser Episode mit einem erfahrenen Finanzinvestor, der für die Operations in den Portfoliounternehmen verantwortlich ist.

Listen now on Apple, Spotify, and YouTube.***This week, we're joined by Matt Jones, Managing Partner at Syensqo, to break down one of the toughest challenges in climate tech: how to exit.With 25 years of experience and a front-row seat to both successful and failed exits, Matt shares:* How to recognize the right window for exiting* The biggest red flags in corporate partnerships* How CVCs think about alignment, strategy, and exits* What founders get wrong when they pitch to corporations* How to make deep tech exits work* … and more! ***⌛TIMESTAMPS * 00:00 Introduction to the episode* 0:54 Climate Tech Exits 101* 02:22 Understanding Exit Strategies for Investors* 04:55 How to assess the exit environment?* 05:47 The IPO Dream: Are Startups Ready?* 07:33 Taking a company public as a CVC?* 08:38 Navigating Acquisitions: Finding Potential Buyers* 11:23 The Role of Corporates in Exit Strategies* 13:53 Is it important for founders to have an exit strategy?* 15:37 Common Mistakes in Engaging with Corporate VCs* 17:35 Rapid Fire Questions: Insights and Advice***▶️ CONNECT WITH MATT* Matt Jones – LinkedIn* Syensqo | Advancing Humanity***

Bongani Bingwa speas to Steven Zwane, Absa Managing Executive of Corporate Citizenship, about Absa's collaboration with Junior Achievement South Africa (JASA) on the Company Plus Programme, a skills-building initiative for young entrepreneurs.See omnystudio.com/listener for privacy information.

Kathrin Treutinger ist die Gründerin von SKInnovation, das seit 2015 einmal im Jahr im Skigebiet Axamer Lizum nahe Innsbruck stattfindet. Was als kleines Startup-Event begann, hat sich zehn Jahre später mit 900 Teilnehmer:innen zum größten Startup-Festival Tirols entwickelt. Die Zielgruppe: Startups, Investor:innen, Corporates und alle, die Innovation vorantreiben.Diese Folge wurde übrigens direkt in der Gondel aufgenommen: Kathrin erzählt von der Vision hinter Skinnovation, spricht über Chancen und Herausforderungen, verrät, was es mit den Gondel-Pitches auf sich hat und welchen Beitrag das Event zum Startup-Ökosystem Innsbrucks leistet. Außerdem sprechen wir darüber, wie es gelingt, SKInnovation und Familie unter einen Hut zu bringen.Die Themen:- Vom Startup-Bus in Westafrika auf die Skipisten Österreichs- Im Vergleich: 1- bis 10. Ausgabe der SKInnovation- Wie sich die Vision verändert hat- Wer ist die Zielgruppe?- Mehrwert für das Startup-Ökosystem Tirol- Budget & Challenges- Gondel-Pitches: Highlights und besondere Momente- So bringt Kathrin Familie & SKInnovation unter einen HutWenn dir diese Folge gefallen hat, lass uns doch vier, fünf Sterne als Bewertung da und folge dem Podcast auf Spotify, Apple Music und Co. Für Anregungen, Kritik, Feedback oder Wünsche zu künftigen Gästen schick uns jederzeit gerne eine Mail an ⁠⁠⁠⁠⁠⁠feedback@trendingtopics.at⁠.

Bongani Bingwa is joined by Rowan Pybus, CEO of Makhulu Media and Co-Founder of Sunshine Cinema sharing their innovative approach to tackling youth unemployment through the power of solar-powered media. See omnystudio.com/listener for privacy information.

You'll quickly find out Mark and Rodney go way back and talk about the old days. What is a corporate credit union these days, and how can it help credit unions in today's marketplace? Rodney takes a deep dive into this topic today.IN THIS EPISODE:(01:40) Rodney shares his professional journey both in landscaping and the credit union space(05:08) Rodney defines a corporate credit union(09:47) Discussion of Mid Atlantic Corporate evolving into Vizo Financial and the business lines offered(14:04) AI service launched to assist credit unions identify and use their data effectively (18:54) Education and webinars provided and following current rules for credit unions(24:35) Who are the most successful clients at VizoKEY TAKEAWAYS: Corporate credit unions, which began in the 1970s and 1980s as liquidity providers for credit unions, have evolved to offer a wide range of financial services, including ACH, wire services, and fraud prevention. The sector has consolidated over the years, focusing on building economies of scale and offering more competitive services.The primary services provided by corporate credit unions today include competitive overnight investment accounts, ACH, wires, bill pay, and fraud prevention. Additionally, services like real-time payments (FedNow) and cyber security have become increasingly important, with a growing focus on helping credit unions protect against fraud and manage risk.A successful relationship with a corporate credit union is built on regular, open communication. Credit unions should utilize corporate services for their excess liquidity and reach out when new needs arise. The goal is to maintain constant engagement, ensuring both parties stay relevant and that credit unions maximize the benefits of available services.RESOURCE LINKSMark Ritter - WebsiteMark Ritter - LinkedInVizo Financial - WebsiteBIOGRAPHY: Rodney May is the Chief Engagement Officer of the $4 billion Vizo Financial. His primary focus is directing all business development functions including marketing, investment sales, product sales, call center, back-office services, correspondent service implementation, core system support/implementation and member services.

In this episode we talk to Sunil Biswas, CEO of ION Corporates covering many topics such as product strategy, several of its products such as Endur, Aspect, RightAngle, and its new initiatives including a SaaS, multi-tenant version of AgTech. It was a fascinating conversation and we would like to thank Sunil for his time. Please do like, share and subscribe to CTRMRadio.

Wir haben ihn schon angeteasert, und in Folge #18 des AI Talk hat er sich nun zugeschaltet: Hermann Erlach ist seit Mai 2021 General Manager von Microsoft Österreich und spricht in der neuen Podcast-Folge nicht nur über die neue AI Innovation Factory, sondern auch die kommende Cloud-Region von Microsoft in Österreich, über die Adaption des Copilots in Corporates und KMU, und über die Plattform-Strategie, die neben OpenAI auch viele weitere KI-Modell-Anbieter umfasst.Außerdem besprechen die Hosts Clemens Wasner, selbst KI-Unternehmer bei EnliteAI und außerdem Chairman von AI Austria, und Jakob Steinschaden von Trending Topics folgende Themen:- Perplexity & TikTok- Klarna & AI Act- Apple AirPods mit Echtzeitübersetzung- neues Modell von Tencent: Hunyuan T1- AI Tooltipp der Woche: OpenAI.fm- AI Startup der Woche: factorymaker Wenn dir diese Folge gefallen hat, lass uns doch vier, fünf Sterne als Bewertung da und folge dem Podcast auf Spotify, Apple Music und Co. Für Anregungen, Kritik, Feedback oder Wünsche zu künftigen Gästen schick uns jederzeit gerne eine Mail an ⁠⁠⁠⁠⁠feedback@trendingtopics.at

Die Blockchain mag die Welt revolutionieren, kommt allerdings mit einem fetten Haken: Alles auf ihr ist öffentlich – egal ob Zockereien auf Polymarket, DAO-Payrolls oder sensible Unternehmensdaten. Für viele Corporates oder privatsphäresensible Akteure könnte das genau der Partypooper sein, der Mainstream-Adoption verhindert. Das hat sich auch Yannik Schrade gedacht – und mit Arcium eine Lösung gebaut, die Datenschutz ohne Vertrauensanforderung, rein durch Mathematik und Kryptografie ermöglicht. Was dabei rauskam, ist weit mehr als ein Privacy-Tool: Yannik hat – fast aus Versehen – die Grundlagen für einen verschlüsselten Supercomputer auf der Blockchain geschaffen. Wie das funktioniert, erklärt er Julius Nagel und Florian Adomeit in dieser Folge der Founder Series von Alles Coin, Nichts Muss. Gemeinsam sprechen sie darüber, wie man damit Knete verdient, warum Arcium bewusst nicht auf eine eigene Blockchain setzt – und wie ein 24-Jähriger, dem selbst seine Eltern vom Jurastudium abrieten, eine der erfolgreichsten iPad-Apps Europas baute.

Discover the secrets to early retirement and financial independence from a tech industry veteran!In this episode, we dive deep into the inspiring journey of Kristine Howard, who transitioned from a dynamic career in tech to a life of early retirement, reaching financial independence and personal fulfillment along the way.Key topics discussed:Learn why tracking your expenses is the key to financial freedomMaster the balanced money formula for budgeting successUncover smart investing strategies, including the power of index funds and diversificationUnderstand how aligning your career with personal values can lead to greater satisfactionLearn the “4% rule” and how it can help determine your retirement readinessGain insights into the emotional journey of transitioning to early retirementHear the unexpected benefits of early retirement, including more time for personal growthDiscover the three keys to staying healthy in retirement: staying active, engaged, and contributingWhether you're just starting your career or dreaming of early retirement, don't miss out on these valuable lessons for achieving financial independence and living life on your own terms!  Timestamps:(02:07) Career Turning Points(07:01) Getting into Early Retirement(09:16) Financial Independence vs Early Retirement(10:13) Can We Reach Financial Independence?(11:56) The Shares/Equity Lever(15:43) Working in Startups vs Corporates vs Big Tech(18:34) The Importance of Financial Tracking(23:36) Building Automation & Doing Periodic Reviews(29:17) Focus on the Spending Rather than Income(30:43) Budgeting(33:12) Trade CapEx for OpEx(35:36) Saving & Investing(38:53) On Diversification(41:17) The Importance of Emergency Fund(43:12) How Did it Feel Getting Closer to Retirement?(48:19) The Feeling of Significant Income Drop(51:01) Things Anyone Can Do Even Before Retirement(56:00) 3 Tech Lead Wisdom_____Kristine Howard's BioKristine Howard is an American-Australian residing in Sydney, Australia. Her extensive career features significant roles within technical teams at prominent companies such as Channel 9, Canva, and AWS. She is married to the Snook, and together they share a passion for global travel and culinary exploration. Kristine also expresses her creativity through knitting and sewing, finding joy in crafting handmade items. Notably, she has shared her expertise and insights at over 100 tech meetups, conferences, and events worldwide.Follow Kristine:LinkedIn – linkedin.com/in/kristinehowardBlog – web-goddess.org_____Our SponsorsEnjoy an exceptional developer experience with JetBrains. Whatever programming language and technology you use, JetBrains IDEs provide the tools you need to go beyond simple code editing and excel as a developer.Check out FREE coding software options and special offers on jetbrains.com/store/#discounts.Make it happen. With code.Manning Publications is a premier publisher of technical books on computer and software development topics for both experienced developers and new learners alike. Manning prides itself on being independently owned and operated, and for paving the way for innovative initiatives, such as early access book content and protection-free PDF formats that are now industry standard.Get a 40% discount for Tech Lead Journal listeners by using the code techlead24 for all products in all formats.Like this episode?Show notes & transcript:techleadjournal.dev/episodes/209.Follow @techleadjournal onLinkedIn,Twitter, andInstagram.Buy me acoffee or become apatron.

In ep 112 of “How Do You Say That?!” sponsored by britishvoiceover.co.uk, Diane Brooks joins Sam and Mark to talk about being more empathetic in a corporate script, when slowing down your read can really make a point, and we look at what is and isn't a "genuine" laugh in a commercial. Plus there's a grumpy farmer and quite a bit of open-top car fun!Our VO question this week is all about how a previous career can help your voice career by identifying the transferable skills.Get involved! Have you got a Wildcard suggestion that we should try or an idea for the show? Send it to us via Mark or Sam's social media or email it directly to podcast@britishvoiceover.co.ukScript 1Across the world, millions lack access to clean water, reliable energy, the internet and safe transport to take them to education or work. Infrastructure like this is the foundation of a thriving economy - but financing it is a challenge in lower-income countries and those affected by conflict.AssureCo enables private sector investment through the provision of guarantees, mobilising finance for essential projects wherever they're needed most.Our goal? To improve lives, promote climate resilience and economic growth, and alleviate poverty.Script 2(sfx car driving with laughter) It's always good to take a break – maybe an overnight with friends or a mini holiday here in Scotland. But don't take a break from your medicines. If you rely on a repeat prescription, remember to pack it along with your toothbrush… oh…(gentle laugh)…and your clean undies. Whatever you do, don't get caught out, so you can spend more time (having fun sfx) ...enjoying yourself. For more information about managing your medicines, visit your pharmacy - for the care advice you need, whenever you need it. We'd love your feedback - and if you listen on Apple Podcasts or Spotify, hit the follow button today!**Listen to all of our podcasts here - you can also watch on YouTube, or say to your smart speaker "Play How Do You Say That?!"About our guest: Diane Brooks trained with Bauer media in 2008, which led to an extensive range of work over the years, including: Radio Commercials, Corporates, E- Learning, IVR/Telephony, Audio Drama, Animation, Gaming, Apps, Audiobooks and Video Narration for numerous types of businesses and organisations all over the world, but especially in Scotland. Diane won the Best Overall Performance for Telephony/IVR at the One voice Awards in London 2019 and was nominated for Best Overall Performance in Audio Drama performance in 2022. In her spare time, she has produced several short films and one feature film. Diane's Website Diane's Facebook page @dianebrooks4098 on Instagram Resources:

A disturbing shift away from diversity, equity and inclusion is spreading through the corporate world. Following US President Donald Trump's lead, some of the world's most powerful companies have rushed to dismantle years of positive work that's been done in this area.Race and gender are central to this discussion, but diversity and inclusion programs concern the whole gamut of non-majority groups in any given setting, including sexual orientation, disability and class. So what does mean to be abandoning policies and initiatives designed to make our societies, organisations and businesses fairer and more equitable for everyone? To remove unjust barriers to entry that have, for too long, locked less-privileged groups out? It's not like, our work is done here.Take, for example, the continued lack of representation of women in the C-suite. The numbers simply don't represent broader society - or brands' stakeholders and customer-bases. Or educational establishments that blatantly favour upper class students from rich families. That's where affirmative action comes in. Talking about merit-based hires and some lofty ideal of a colour/class/gender/disability-blind world is pure nonsense when some of us clearly get a head start over others.Big questions: what's driving brands to drop DEI programs? Did they ever really care in the first place? How do the culture wars play into all of this? Will what's happening in America spread to other countries? And will more big brands follow suit? Is diversity and inclusion officially dead - or just on life support?Tell us what you think? Find Clare on Instagram @mrspressGot recommendations? Hit us up!And please share these podcasts.THANK YOU.In this episode, Clare gives you a masterclass on the history, context and current state of play, then revisits key messages from previous episodes on this topic, including insights from Aja Barber, Lou Croff Blake, Rahemur Rahman and Junior Bishop. Hosted on Acast. See acast.com/privacy for more information.

Corporates That Care- Vodacom Foundation Bongani Bingwa in conversation with Vodacom CEO Sitho Mdlalose about the Vodacom Foundation, Vodacom South Africa's Corporate Social Investment arm, which has used a portion of the company's profits to empower society through technological innovations primarily focused on education and gender empowerment, as well as providing resources for disaster relief and other initiatives. See omnystudio.com/listener for privacy information.

Zanele Matome – Founder and CEO, Welo Health SAfm Market Update - Podcasts and live stream

Dischem Foundation’s Jacqueline Kahlberg. See omnystudio.com/listener for privacy information.

Bongani Bingwa in conversation with Aluwani Museisi, Country Chair of Shell Downstream South Africa, about supplying reliable solar electricity to over 350 households and their commitment to providing reliable and sustainable energy solutions in the country. See omnystudio.com/listener for privacy information.

A fireside chat on Fitch's 2025 credit outlook for China's sovereign, corporate, local government and banking sectors with Jeremy Zook, Ying Wang, Samuel Kwok and Grace Wu.(00:00) - Introduction (00:47) - Macro and Sovereign Outlook (03:33) - Impact of US Tariffs on China Corporates (04:55) - Property sector outlook (05:53) - Impact of Policy Simulus on Corporates (07:10) - Local Government Finance Outlook (08:36) - Hidden Debt Substitution Policy (10:40) - LGFV Sector Risks (12:40) - Impact of Rate Cuts on Banks (15:24) - Asset Quality Outlook (17:21) - Conclusion

Can a startup stay agile while scaling—and still innovate?In this episode of The Strategy Gap, we're joined by Dave McMullin, Chief Strategy Officer at Anumana, to dive into the balancing act of startup strategy. With experience spanning biotech giants and high-growth startups, Dave shares his insights on aligning long-term vision with short-term wins, keeping innovation alive while building structure, and staying disciplined in execution. Whether you're leading a startup, scaling a business, or navigating strategic growth, this conversation is packed with actionable insights.Why you'll want to listen:How to balance long-term strategy with real-time pivots in a fast-moving companyThe key to scaling without stifling innovation or creativityA simple yet powerful tactic to ensure strategy doesn't get lost in daily operationsWhat startups can learn from big corporations—and what they should leave behindListen now to The Strategy Gap and get expert insights from Dave McMullin!

Deon Geyser, CEO of Liquid Intelligent Technologies South Africa speaks to Bongani Bingwa about their CSI program, which has empowered learners in the North West.See omnystudio.com/listener for privacy information.

This episode unpacks the latest developments in crypto markets as corporates like Intesa Sanpaolo and Genius Group join the Bitcoin buying wave, with MicroStrategy's premium holding steady at 1.91. We also highlight Tether's move to El Salvador and the growing traction of IBIT options, now capturing 50% of Deribit's open interest, signaling surging institutional demand. An ETF flow update and client strategies reveal how the big players are positioning themselves for 2024.We analyze funding rates, the Ondo unlock, and how to interpret these trends in relation to market dynamics. Recent aggressive crypto acquisitions reflect growing confidence in the new regulatory environment, paired with an update on Coinbase's Third Circuit Court of Appeals filing.On the macro front, we discuss last week's CPI, PPI, and employment data and we explore fiscal policy outlooks, debt sustainability, and potential policy shifts shaping the economic landscape. Additionally, we discuss China's 10Y yield dropping from 2.1% to 1.65% and it's potential impact on global liquidity.In the on-chain segment, we break down stablecoin borrow rates, with Aave at 10-11% and Sky peaking at 12.5%, alongside a surge in USDS growth (25% in the past week). Finally, we examine Sony's L2 launch on the OP stack, signaling a shift in how corporates leverage blockchain for Web3 adoption, and the interplay between public and permissioned chains.Topics Covered:Corporate Moves: New entrants into BTC buying, MicroStrategy premium analysis.Institutional Trends: IBIT options, ETF flows, and client strategies.Funding Rates & Unlocks: How market dynamics shape strategies.Regulatory Environment: Crypto acquisitions and Coinbase court updates.Macro Update: Key data reflections, China's stimulus, and fiscal policy outlook.On-Chain: Stablecoin borrow rates, USDS growth, and Sony's L2 launch for Web3 corporates.Host:Ben Floyd, Head of Execution ServicesPanelists: David Duong, Head of Institutional Research David Han, Research Analyst Georg Toropov, Senior CES Sales Trader

This week financial journalist Govindraj Ethiraj is joined by Vineet Agarwal, Managing Director at the Transport Corporation of India Limited. Agarwal discusses the current state of the logistics sector, from growth opportunities and profitability to the challenges and implications of supply chain disruption. You'll learn about all things supply chain management whether it be for quick commerce, warehousing, multi-modal logistics or the complexity of shifting supply chains. He also discusses the formalisation of sectors, the demands of compliance, and what affects the cost of logistics. Tune in for a 360 view of the logistics industry from one of its biggest players. (00:00) - Intro Logistics sector/industry (02:02) - Quick commerce, Kirana stores, Dark stores, (05:33) - Supply Chains of e-commerce vs Kirana stores (07:15) - Products coming from multiple factories (08:11) - Warehouse fulfilment level is where they operate. Delivery costs are the highest costs. (09:50) - History of the TCI. The business has changed, but the value system has not changed (11:41) - Working with all industries - auto, defence, etc. Offering a service without damages (12:47) - Domestic manufacturing, supply chain localisation due to supply chain disruption (14:49) - Complexity of shifting supply chains (17:20) - Multimodal logistics. Bringing down logistics cost (19:47) - The Shipping side of TCI (22:00) - What do Corporates want (23:00) - Tracking has become hygiene (24:21) - How does granular information add value (25:50) - Where is the growth opportunity (28:11) - Compliance needs (30:21) - Profit growth for TCI (32:30) - How do customers indicate growth opportunities (34:33) - Chocolate (35:53) - Speed increases cost (37:13) - What to look forward in the upcoming budget ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube

With the rapid adoption of artificial intelligence, companies are facing growing pressure to ensure their AI practices are ethical, transparent, and aligned with environmental, social, and governance (ESG) principles.But what does responsible AI look like in practice, and how should investors approach this emerging frontier to manage risks and seize opportunities?Joining us today to unpack these questions is Jessica Cairns, head of ESG and sustainability at Alphinity Investment Management.The host of The Greener Way is Rose Mary Petrass, senior journalist at FS Sustainability.Alongside Australia's national science agency CSIRO, Alphinity earlier this year released ‘Intersection of Responsible AI and ESG: A Framework for Investors Report' with an actionable toolkit to help investors navigate the accelerating AI opportunity. This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Pushpendra Mehta meets with Ben Poole, Writer at CTMfile, to review the latest treasury news and developments. Topics of discussion include the following: 1:33   Finance leaders rapidly advancing their AI knowledge 7:48   Euro area annual inflation up to 2.3% 12:45 Corporates change FX hedging due to US election outcome 16:32 Greenwashing risks rising as global regulatory scrutiny intensifies 21:45 Biggest story Other Resources: 2024 CFO Sentiments: How AI is Changing Finance Departments - Datarails Euro area annual inflation up to 2.3% - Eurostat Q3 Corporate Hedging Monitor - MillTechFX The Challenge of Greenwashing: An International Regulatory Overview - KPMG Law2024 EY Global Corporate Reporting Survey - EY

Thanks for tuning into The Zenergy Podcast! On today's episode, Karan sits down with Pete Schork, Principal at Broadscale Group. Pete and Karan start off with a fun lightning round of questions leading into his role at Broadscale, how he sources investment opportunities, and an explanation of Broadscale's mission: “Disruption for good.” They discuss how Broadscale balances the “disruption” part of their mission while ensuring their investments drive positive outcomes, Pete shares examples of companies they have invested in that have driven positive outcomes, including M-KOPA and Arcadia, and they talk about Broadscale's unique model of working with corporate partners to source deals. Karan and Pete discuss red flags young investors should be aware of, what magic ingredient helps climate startups thrive, how startups can pivot when things aren't going as planned, and the soft skills Pete looks for in great team members. They conclude with the markets Pete has his eye on right now, his thoughts on policy amidst the upcoming election, and the advice he would give his younger self.  If you haven't subscribed to the podcast yet, be sure to do so, and follow us on all the socials. New episodes go out every Thursday. Listen to The Zenergy Podcast:    Spotify: https://open.spotify.com/show/5HEZXoEfuDa548Ty81gBWN     Apple Podcasts: https://podcasts.apple.com/us/podcast/the-zenergy-podcast-climate-leadership-finance/id1556215421 Follow The Zenergy Podcast on all the socials:   X (Twitter): @TakharK2    Facebook: https://www.facebook.com/Znrg.org    Instagram: @zen_rgy    LinkedIn: ZNRG    YouTube: ZNRG – The ZENERGY Podcast Connect with Pete:      https://www.broadscale.com/  Timestamps: 0:00 - Intro  0:53 - Welcome 2:30 - Lightning round - Broadscale's theme song, which historical figure Pete would have join Broadscale 6:30 - The growth of solar power over the last 10 years  8:50 - Pete and Andrew's (working for Green Order) first meeting  11:25 - How Pete and Andrew began sourcing investment opportunities 12:50 - How does Broadscale ensure positive outcomes  13:50 - M-Kopa  17:20 - Arcadia 21:00 - The benefits of working with Broadscale Group  22:45 - Broadscale Group is unique 23:55 - Corporates that Broadscale Group is engaging with  24:45 - How to be an effective climate investor  28:17 - Red flags and warning signs young investors should be mindful of 30:30 - The “magic ingredient” that helps climate start-ups thrive 32:50 - Via Transportation and the importance of pivoting  36:00 - Soft skills that make a good team 39:20 - Exciting upcoming projects 41:00 - How does the current political landscape impact Broadscale Group 44:00 - Career advice to young Pete

Our Head of Corporate Credit Research Andrew Sheets recaps an exceptional year for credit — but explains why 2025 could be a more challenging year for the asset class.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Today I'll be discussing the Outlook for global Credit Markets in 2025.It's Monday, Dec 2nd at 2 pm in London.Morgan Stanley Strategists and Economists recently completed our forecasting process for the year ahead. For Credit, 2025 looks like a year of saying goodbye.2024 has been an exceptionally good environment for credit. As you've probably grown tired of hearing, credit is an asset class that loves moderation and hates extremes. And 2024 has been full of moderation. Moderate growth, moderating inflation and gradual rate cuts have defined the economic backdrop. Corporates have also been moderate, with stable balance sheets and still-low levels of corporates buying each other despite the strong stock market.The result has been an almost continuous narrowing of the extra premium that companies have to pay relative to governments, to some of the lowest, i.e. best spread levels in over 20 years.We think that changes. The U.S. election and resulting Republican sweep have now ushered in a much wider range of policy outcomes – from tariffs, to taxes, to immigration. These policies are in turn driving a much wider range of economic outcomes than we had previously, to scenarios that include everything from much greater corporate optimism and animal spirits, to much weaker growth and higher inflation, under certain scenarios of tariffs and immigration.Now, for some asset classes, this wider range of outcomes may simply be a wash, balancing out in the aggregate. But not for credit. This asset class doesn't stand to return more if corporate activity booms; but it stands to still lose if growth slows more than expected. And given the challenges that tariffs could pose to both Europe and Asia, we think these dynamics are global. We see spreads modestly wider next year, across global regions.But if 2025 is about saying goodbye to the credit-friendly moderation of 2024, we'd stress this is a long goodbye. A key element of our economic forecasts is that even if major changes are coming to tariffs or taxes or immigration policy, that won't arrive immediately. Today's strong, credit-friendly economy should persist – well into next year. Indeed, for most of the first half of 2025, Morgan Stanley's forecasts look much like today: moderate growth, falling inflation, and falling central bank rates.In short, when thinking about the year ahead, 2025 may be a turning point for credit – but one that doesn't arrive immediately. Our best estimate is that we continue to see quite strong and supportive conditions well into the first half of the year, while the second half becomes much more challenging. We think leveraged loans offer the strongest risk-adjusted returns in Corporate Credit, while Agency Mortgages offer an attractive alternative to corporates for those looking for high quality spread.Thanks for listening. If you enjoy the show, leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

My guest today is Adam Abbas, Portfolio Manager and Head of Fixed Income at Oakmark. After recording over a hundred podcasts, I was thrilled to finally chat with another Fixed Income manager. We start with some valuable lessons from investing in the TMT sector, the impact of zero interest rates, and the role of monetary policy in the credit markets. We then explore today's opportunities in fixed income, the growing influence of private credit, and the thinking behind launching a fund at Oakmark. Please enjoy this conversation with Adam Abbas.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:00:24) The Apple 401k Anecdote (00:00:45) Early Career and Investment Strategies (00:01:39) BlackBerry vs. Apple: A Case Study (00:03:54) Lessons from Lehman Brothers (00:04:35) Navigating the TMT Sector (00:10:40) High Yield Credit Market Insights (00:10:59) Impact of Low Interest Rates (00:12:29) Monetary Policy and Market Reactions (00:14:15) The Role of the Federal Reserve (00:17:49) Global Economic Considerations (00:20:18) Inflation and Deficit Concerns (00:23:40) Market Signaling and Investment Strategies (00:27:21) Credit Market Analysis (00:28:34) Underwriting and Credit Strategies (00:29:07) Investment Opportunities in High Yield and Investment Grade (00:29:40) Leveraged Loans and Floating Rate Instruments (00:31:25) MBS Agency Paper vs. Corporates (00:36:29) Private Credit Market Impact (00:40:28) Oakmark's Fixed Income Strategy (00:48:23) Boeing: A Case Study in Credit Risk (00:53:33) Corporate Credit Cycle Sentiment Learn more about your ad choices. Visit megaphone.fm/adchoices

Murthy has a point. Govt can cut costs by hiring gig workers with attendant benefits. The question is, can we outsource elections, census, and disaster management? https://theprint.in/opinion/narayana-murthy-upsc-lbsnaa-dont-need-corporates/2373864/

Yogesh Gupta, President and CEO at Progress Software   In M&A, closing the deal is just the beginning. The true measure of success comes from effective execution post-close. Mastering this phase demands transparent leadership and strategic agility—qualities that can significantly influence whether an acquisition thrives or flounders.   In this episode of the M&A Science Podcast, Yogesh Gupta, President and CEO of Progress Software, explores how clear leadership and adaptable strategies are pivotal for M&A success. He shares insights into building a strong foundation and ensuring seamless integration, even before the deal is inked.    Things you will learn:   • Crafting a clear and actionable M&A strategy • Establishing leadership and building a foundation before pursuing M&A • Strategic AI integration • Ensuring fit and managing integration risk at the LOI stage • Balancing objectivity and cultural fit in M&A decision-making   *Bonus Mini Interview: The Evolving Landscape of M&A Data with Jack Glazebrook Jack Glazebrook, VP and Head of North America Sales and Account Management for Corporates at S&P Global Market Intelligence.   Today, data is everything, and the M&A industry is no different. Professionals must learn to harness and utilize the power of technology and data to increase efficiency.   In this mini interview, Jack Glazebrook, VP and Head of North America Sales and Account Management for Corporates at S&P Global Market Intelligence, discusses the evolving landscape of M&A data and how it impacts M&A professionals.   Things you will learn:   • Embracing AI for Enhanced Efficiency • Leveraging Alternative Data Sources • Utilizing Capital IQ Pro • Accessing Private Company Data • Workflow Efficiency through Technology   ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It's the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Bookmarks 00:00 Intro 07:52 The reality of being a CEO in a publicly-traded company 12:29 Crafting a clear and actionable M&A strategy 15:21 Conducting diligence and understanding the business in the first 90 days 18:22 Establishing leadership and building a foundation before pursuing M&A 24:05 How the strategy evolved 25:05 Strategic AI integration 28:27 Executing successful M&A deals 30:51 Ensuring fit and managing integration risk at the LOI stage 34:26 Balancing objectivity and cultural fit in M&A decision-making 38:42 Building trust through transparency in M&A relationships 40:25 Influencing a sale by building long-term relationships 43:10 Maintaining valuation discipline in acquisition negotiations 45:31 Managing transparent employee communication 51:12 Staying agile to overcome integration challenges in M&A 54:33 Craziest thing in M&A 55:58  Bonus Interview with Jack Blazebrook: The Evolving Landscape of M&A Data W/ Jack Glazebrook  

In this episode of IR in Focus, host Carmen Lilly and special guest Michaella Gallina explore best practices and approaches to investor communication. Listen in for a lively discussion on how to align messaging with a corporation's long-term vision, tips on how to manage shareholder and C-Suite expectations and how to adapt in a constantly changing financial landscape.

Depending on where you sit, the supremacy of ESG (Environmental, Social, and Governance) action seems inevitable. Corporates are talking about. Investors are talking about it. Governments, regulators, and even farmers are talking about it. And yet for many of us, the questions of what exactly ESG is, what pursuing these goals means, and how soon acting on them will be mandatory remain unanswered. Then just when it feels like we start to get a handle on a definition or a timeline, you leave one geography and enter another, and it seems like all the rules have changed! This level of ambiguity has piqued our interest to learn more about trends in ESG, global variations in ESG practices, and what the future might hold. So this week, we're sitting down with Catherine Marriott, recent Nuffield Australia Awardee, who has spent the last year traveling around the world to learn about the current and future state of ESG in agriculture.For more information and resources, visit our website. The information in this post is not investment advice or a recommendation to invest. It is general information only and does not take into account your investment objectives, financial situation or needs. Before making an investment decision you should read the information memorandum and seek financial advice from a professional financial adviser. Whilst we believe Information is correct, no warranty of accuracy, reliability or completeness.

Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.We continue our miniseries on loans and investments with a discussion of the accounting by corporate entities for loan receivables, which can include items such as trade receivables and other receivables with customers, suppliers, employees and more.In this episode, we discuss:1:43 – The definition of a loan and types of loan arrangements3:18 – Recognition and measurement of loans7:40 – Classification and accounting for loans held for sale or held for investment 18:54 – Recording interest income on loans23:29 – An overview of loan impairmentsFor more information, see chapter 4 of our Loans and investments guide. Also, check out our other episode in this miniseries, Accounting for debt securities held by corporates. Additionally, follow this podcast on your favorite podcast app for more episodes.Chip Currie is a partner in PwC's National Office with nearly 30 years of experience assisting companies in resolving complex business and accounting issues. He concentrates on the accounting for financial instruments under both current and emerging standards and works with many of the firm's largest financial services clients and a number of non-financial services clients on treasury-related matters. Catherine Espino is a partner in PwC's National Office with 20 years of experience serving large financial institutions, broker-dealers, as well as smaller subsidiaries and private companies. Catherine focuses on advising companies within the financial services and non-financial services sectors on significant and complex accounting issues.Heather Horn is the PwC National Office Sustainability and Thought Leader, responsible for developing our communications strategy and conveying firm positions on accounting, financial reporting, and sustainability matters. In addition, she is part of PwC's global sustainability leadership team, developing interpretive guidance and consulting with companies as they transition from voluntary to mandatory sustainability reporting. She is also the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com. 

Our Head of Corporate Credit Research and Global Chief Economist explain why they're watching the consumer savings rate, tariffs and capital expenditures.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Andrew Sheets: And today on this special episode of the podcast, we'll be discussing what could cause our optimistic view on the economy and credit to go wrong.Andrew Sheets: It's Friday, Oct 11th at 4pm in London.Seth Carpenter: And as it turns out, I'm in London with Andrew.Andrew Sheets: So, Seth you and your global economics team have been pretty optimistic on the economy this year. And have been firmly in the soft-landing camp. And I think we've seen some oscillation in the market's view around the economy over the course of the year, but more recently, we've started to see some better data and increasing confidence in that view.So, this is actually maybe the perfect opportunity to talk about – well, what could go wrong? And so, what are some of the factors that worry you most that could derail the story?Seth Carpenter: We have been pretty constructive all along the whole hiking cycle. In fact, we've been calling for a soft- landing. And if anything, where we were wrong with our forecast so far is that things have turned out even better than we dare hoped. But it's worth remembering part of the soft-landing call for us, especially for the US is that coming out of COVID; the economy rebounded employment rebounded, but not proportionally. And so, for a long time, up until basically now, US firms had been operating shorthanded. And so, we were pretty optimistic that even if there was something that caused a slowdown, you were not going to see a wave of layoffs. And that's usually what contributes to a recession. A slowdown, then people get laid off, laid off people spend less, the economy slows down more, and it snowballs.So, I have to say, there is gotta be just a little bit more risk because businesses basically backfilled most of their vacancies. And so, if we do get a big slowdown for some reason, maybe there's more risk than there was, say, a year ago. So, what could that something be is a real question. I think the first one is just -- there's just uncertainty.And maybe, just maybe, the restraint that monetary policy has imparted -- takes a little bit longer than we realized. It's a little bit bigger than we realized, and things are slowing down. We just haven't seen the full force of it, and we just slowed down a lot more.Not a whole lot I can do about that. I feel pretty good. Spending data is good. The last jobs report was good. So, I see that as a risk that just hangs over my head, like the sword of Damocles, at all times.Andrew Sheets: And, Seth, another thing I want to talk to you about is this analysis of the economy that we do with the data that's available. And yet we recently got some pretty major revisions to the US economic picture that have changed, you know, kind of our basic understanding of what the savings rate was, you know, what some of these indicators are.How have those revisions changed what you think the picture is?Seth Carpenter: So those benchmark revisions were important. But I will say it's not as though it was just a wholesale change in what we thought we understood. Instead, the key change that happened is we had information on GDP -- gross domestic product -- which comes from a lot of spending data. There's another bit of data that's gross domestic income that in some idealized economic model version of the world, those two things are the same -- but they had been really different. And the measured income had been much lower than the measured gross domestic product, the spending data. And so, it looked like the saving rate was very, very low.But it also raised a bit of a red flag, because if the savings rate is, is really low, and all of a sudden households go back to saving the normal amount, that necessarily means they'd slow their spending a lot, and that's what causes a downturn.So, it didn't change our view, baseline view, about where the economy was, but it helped resolve a sniggling, intellectual tension in the back of the head, and it did take away at least one of the downside risks, i.e. that the savings rate was overdone, and consumers might have to pull back.But I have to say, Andrew, another thing that could go wrong, could come from policy decisions that we don't know the answer to just yet. Let you in on a little secret. Don't tell anybody I told you this; but later this year, in fact, next month, there's an election in the United States.Andrew Sheets: Oh my goodness.Seth Carpenter: One of the policies that we have tried to model is tariffs. Tariffs are a tax. And so, the normal way I think a lot of people think about what tariffs might do is if you put a tax on consumer goods coming into the country, it could make them more expensive, could make people buy less, and so you'd get a little bit less activity, a little bit higher prices.In addition to consumer goods, though, we also import a lot of intermediate goods for production, so physical goods that are used in manufacturing in the United States to produce a final output. And so, if you're putting a tax on that, you'll get less manufacturing in the United States.We also import capital goods. So, things that go into business CapEx spending in the United States. And if you put a tax on that, well, businesses will do less investment spending. So, there's a disruption to actual US production, not just US consumption that goes on. And we actually think that could be material. And we've tried to model some of the policy proposals that are out there. 60 per cent tariff on China, 10 per cent tariff on the rest of the world.None of these answers are going to be exact, none of these are going to be precise, but you get something on the order of an extra nine-tenths of a percentage point of inflation, so a pretty big reversion in inflation. But maybe closing in on one and a half percentage points of a drag on GDP – if they were all implemented at the same time in full force.So that's another place where I think we could be wrong. It could be a big hit to the economy; but that's one place where there's just lots of uncertainty, so we have to flag it as a risk to our clients. But it's not in our baseline view.Seth Carpenter: But I have to say, you've been forcing me to question my optimism, which is entirely unfair. You, sir, have been pretty bullish on the credit market. Credit spreads are, dare I say it, really tight by historical standards.And yet, that doesn't cause you to want to call for mortgage spreads to widen appreciably. It doesn't call for you to want to go really short on credit. Why are you so optimistic? Isn't there really only one direction to go?Andrew Sheets: So, there are kind of a few factors the way that we're thinking about that. So, one is we do think that the fundamental backdrop, the economic forecast that you and your team have laid out are better than average for credit -- are almost kind of ideal for what a credit investor would like.Credit likes moderation. We're forecasting a lot of moderation. And, also kind of the supply and demand dynamics of the market. What we call the technicals are better than average. There's a lot of demand for bonds. And companies, while they're getting a little bit more optimistic, and a little bit more aggressive, they're not borrowing in the kind of hand over fist type of way that usually causes more problems. And so, you should have richer than average valuations. Now, in terms of, I think, what disrupts that story, it could be, well, what if the technicals or the fundamentals are no longer good? And, you know, I think you've highlighted some scenarios where the economic forecasts could change. And if those forecasts do change, we're probably going to need to think about changing our view. And that's also true bottom up. I think if we started to see Corporates get a lot more optimistic, a lot more aggressive. You know, hubris is often the enemy of the bond investor, the credit investor. I don't think we're there yet, but I think if we started to see that, that could present a larger problem. And both, you know, fundamentally it causes companies to take on more debt, but also kind of technically, because it means a lot more supply relative to demand.Seth Carpenter: I see. I see. But I wonder, you said, if our outlook, sort of, doesn't materialize, that's a clear path to a worse outcome for your market. And I think that makes sense.But the market hasn't always agreed with us. If we think back not that long ago to August, the market had real turmoil going on because we got a very weak Non Farm Payrolls print in the United States. And people started asking again. ‘Are you sure, Seth? Doesn't this mean we're heading for a recession?' And asset markets responded. What happened to credit markets then, and what does it tell you about how credit markets might evolve going forward, even if, at the end of the day, we're still right?Andrew Sheets: Well, so I think there have been some good indications that there were parts of the market where maybe investors were pretty vulnerably positioned. Where there was more leverage, more kind of aggressiveness in how investors were leaning, and the fact that credit, yes, credit weakened, but it didn't weaken nearly as much -- I think does suggest that investors are going to this market eyes wide open. They're aware that spreads are tight. So, I think that's important.The other I think really fundamental tension that I think credit investors are dealing with -- but also I think equity investors are -- is there are certain indicators that suggest a recession is more likely than normal. Things like the yield curve being inverted or purchasing manager indices, these PMIs being below 50.But that also doesn't mean that a recession is assured by any means. And so, I do think what can challenge the market is a starting point where people see indicators that they think mean a recession is more likely, some set of weak data that would seem to confirm that thesis, and a feeling that, well, the writing's on the wall.But I think it's also meant, and I think we've seen this since September, that this is a real, in very simple terms, kind of good is good market. You know, I got asked a lot in the aftermath of some of the September numbers, internally at Morgan Stanley, 'Is it, is it too good? Was the jobs number too good for credit?'And, and my view is, because I think the market is so firmly shifted to ‘we're worried about growth,' that it's going to take a lot more good data for that fear to really recede in the market to worry about something else.Seth Carpenter: Yeah, it's funny. Some people just won't take yes for an answer. Alright, let me, let me end up with one more question for you.So when we think about the cycle, I hear as I'm sure you do from lots of clients -- aren't we, late cycle, aren't things coming to an end? Have we ever seen a cycle before where the Fed hiked this much and it didn't end in tears? And the answer is actually yes. And so, I have often been pointing people to the 1990s.1994, there was a pretty substantial rate hiking cycle that doesn't look that different from what we just lived through. The Fed stopped hiking, held out at the peak for a while, and then the economy wobbled a little bit. It did slow down, and they cut rates. And some of the wobbles, for a while at least, looked pretty serious. The Fed, as it turns out, only cut 75 basis points and then held rates steady. The economy stabilized and we had another half decade of expansion.So, I'm not saying history is going to repeat itself exactly. But I think it should be, at least from my perspective, a good example for people to have another cycle to look at where things might turn out well with the soft landing.Looking back to that period, what happened in credit markets?Andrew Sheets: So, that mid-90s soft-landing was in the modern history of credit -- call it the last 40 years -- the tightest credit spreads have ever been. That was in 1997. And they were still kind of materially tighter from today's levels.So we do have historical evidence that it can mean the market can trade tighter than here. It's also really fascinating because the 1990s were kind of two bull markets. There was a first stage that, that stage you were suggesting where, you know, the Fed started cutting; but the market wasn't really sure if it was going to stick that landing, if the economy was going to be okay. And so, you saw this period where, as the data did turn out to be okay, credit went tighter, equities went up, the two markets moved in the same direction.But then it shifted. Then, as the cycle had been extending for a while, kind of optimism returned, and even too much optimism maybe returned, and so from '97, mid-97 onwards, equities kept going up, the stock market kept rallying, credit spreads went wider, expected volatility went higher. And so, you saw that relationship diverge.And so, I do think that if we do get the '90s, if we're that lucky, and hopefully we do get that sort of scenario, it was good in a lot of ways. But I think we need to be on the watch for those two stages. We still think we're in stage one. We still think they're that stage that's more benign, but eventually benign conditions can lead to more aggressiveness.Seth Carpenter: I think that's really fair. So, we started off talking about optimism and I would like to keep it that you pointed out that the '90s required a bit of good luck and I would wholeheartedly agree with that.So, I still remain constructive, but I don't remain naive. I think there are ways for things to go wrong. And there is a ton of uncertainty ahead, so it might be a rocky ride. It's always great to get to talk to you, Andrew.Andrew Sheets: Great to talk to you as well, Seth.And thanks for listening. If you enjoy the show, leave us a review wherever you listen, and share Thoughts on the Market with a friend or colleague today.

Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.We kick off our miniseries on loans and investments with an episode on accounting for debt securities for corporate entities. We discuss key considerations applicable to corporates and share insights on some of the more complex areas.In this episode, we discuss:5:31 – Identifying the applicable accounting guidance13:24 – Instruments that qualify as cash equivalents  22:07 – Classification of debt securities and the accounting implications31:36 – Valuation of debt securities36:33 – Financial statement presentation considerationsFor more information, see chapter 3 of our Loans and investments guide. Additionally, follow this podcast on your favorite podcast app for more episodes.Bret Dooley is a Deputy Chief Accountant in PwC's National Office who leads teams focused on the financial services sectors and accounting for financial instruments. He has over 25 years of experience in the financial services, banking, and capital markets industries. Bret focuses on emerging financial reporting issues related to financial instruments, developing interpretive guidance, and assisting clients in resolving complex accounting matters.Christopher Gerdau is a partner in PwC's National Office specializing in accounting for financial instruments and banking-related topics. Chris also conducts technical reviews of SEC filings and provides technical support to PwC's practice offices. Chris's client service expertise includes the banking, capital markets, and insurance industries.Heather Horn is the PwC National Office Sustainability and Thought Leader, responsible for developing our communications strategy and conveying firm positions on accounting, financial reporting, and sustainability matters. In addition, she is part of PwC's global sustainability leadership team, developing interpretive guidance and consulting with companies as they transition from voluntary to mandatory sustainability reporting. She is also the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com. 

In this episode of the How to Protect the Ocean podcast, host Andrew Lewin speaks with Emily Kelly from the Blue Carbon Action Network at the World Economic Forum. They discuss the tangible actions to combat climate change through restoration and blue carbon projects, focusing on restoring mangroves, salt marshes, and seagrasses. Emily highlights the human-centric approach of these projects, which not only benefit the environment but also support local communities. Tune in to learn more about the global, national, and local efforts to protect the ocean and combat climate change. Website: https://www.bluecarbonactionpartnership.org/home Follow a career in conservation: https://www.conservation-careers.com/online-training/ Use the code SUFB to get 33% off courses and the careers program.   Do you want to join my Ocean Community? Sign Up for Updates on the process: www.speakupforblue.com/oceanapp   Sign up for our Newsletter: http://www.speakupforblue.com/newsletter   Facebook Group: https://bit.ly/3NmYvsI Connect with Speak Up For Blue: Website: https://bit.ly/3fOF3Wf Instagram: https://bit.ly/3rIaJSG TikTok: https://www.tiktok.com/@speakupforblue Twitter: https://bit.ly/3rHZxpc YouTube: www.speakupforblue.com/youtube Engaging in public comment opportunities and community discussions can play a crucial role in preventing the development of natural areas for human-centric purposes. As discussed in the podcast episode with Emily Kelly from the Blue Carbon Action Network, the importance of being aware of the natural areas around you and taking action to protect them was highlighted. For example, the episode mentioned a situation where Florida State Parks were at risk of being developed into golf courses and resorts. Organizations like the National Audubon Society and other conservation groups raised awareness about public comment periods and public meetings to allow the community to voice their concerns. This led to a delay in the development plans, showcasing the power of public engagement in protecting natural areas. By participating in public comment opportunities and community discussions, individuals can have a say in the decision-making process regarding the development of natural areas. It allows community members to express their concerns, share their perspectives, and advocate for the preservation of these valuable ecosystems. Public engagement can bring attention to the importance of these areas for biodiversity, carbon sequestration, shoreline protection, and community well-being. Furthermore, spreading awareness about public comment opportunities within local neighborhoods can mobilize more individuals to participate in the decision-making process. By discussing the significance of preserving natural areas and encouraging community involvement, people can collectively work towards safeguarding these ecosystems for future generations. Public engagement serves as a powerful tool in advocating for the protection of natural areas and ensuring sustainable development practices that prioritize environmental conservation. Celebrating successes and rewarding behavior that uplifts the ocean is a crucial aspect of contributing to ocean protection efforts. In the podcast episode, Emily Kelly emphasized the importance of recognizing and supporting companies with sustainable practices. By investing in tourism destinations or purchasing seafood from companies that prioritize ecosystem management, individuals can actively contribute to protecting the ocean. Additionally, engaging with companies that are making positive impacts on the environment and supporting their initiatives can help drive positive change. The episode highlighted the significance of valuing blue carbon ecosystems and the core benefits they provide to local communities. By acknowledging and promoting the successes of projects that focus on restoring mangroves, seagrasses, and salt marshes, individuals can play a role in encouraging sustainable practices. This positive reinforcement can incentivize more companies and organizations to prioritize environmental conservation and invest in projects that benefit both the ecosystem and local communities. Furthermore, being aware of local ecosystems and advocating for their protection through public comment processes, as discussed in the episode, is another way individuals can actively participate in ocean protection efforts. By engaging in community discussions and raising awareness about the importance of preserving natural areas, individuals can contribute to safeguarding blue carbon habitats and promoting sustainable practices in their regions.