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Corporates, mortgages and the future of estate agency. I sit down with Stuart Dare from Nexpad to discuss FS pressure, branch vs head office realities, and how AI could transform compliance, conversations and negotiator roles across the UK property industry.
Bongani Bingwa speaks to Boitumelo Mojapelo, Chief Internal Auditor at the Development Bank of Southern Africa (DBSA), about the critical importance of Early Childhood Development and why investing in children during their formative years is key to building confidence, foundational skills, and creating opportunities for a brighter future. 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/@radio7See omnystudio.com/listener for privacy information.
Der Markt für Nordic Bonds ist längst aus Skandinavien herausgewachsen und wird auch von deutschen Corporates und Finanzinvestoren immer häufiger genutzt. In dieser Episode schauen wir uns den Markt und den Platzierungsprozess mit zwei absoluten Spezialisten einmal ganz genau an – und schauen auch, wie sich der Nordic Bond in der Restrukturierung schlägt.
Chris Newman, Head of Corporates, Clear.BankUK businesses across a variety of sectors are increasingly looking to offer financial services to their customers, including payments, lending, and savings accounts. Embedded finance is widely perceived as a growth driver and a new opportunity for revenue growth. Chris Newman, Head of Corporates at ClearBank, which offers embedded banking solutions to corporate clients, speaks to Robin Amlôt of IBS Intelligence about the prospects for explosive growth over the coming years in ‘white label' banking.
Anna Jona Koch wollte nie eine Firma bauen. Sie ist losgelaufen, hat Chancen gesehen, wo andere noch nichts gesehen haben -und dabei gelernt, Nischen, Narrative und Momente zu lesen. Vom Abiball im Fußballstadion mit 18 bis zur eigenen Unternehmen erzählt sie, wie aus „einfach machen" eine Haltung wurde. Heute baut sie mit ihren Teams bei JK ACCESS neue Marktpositionen, dort wo Wirtschaft und Gesellschaft aufeinandertreffen - für Mittelstand, Corporates und Start-ups.
„Wir können Shortstay, wir können Midstay und wir können Longstay.“ Mit diesem Satz beschreibt Anett Gregorius, Gründerin von Apartmentservice und prägende Stimme des Segments, die neue Realität der Serviced Apartments. Was nach Stärke klingt, ist in Wahrheit Ausdruck eines tiefgreifenden Umbruchs. Die durchschnittliche Aufenthaltsdauer ist von 19 Nächten im Jahr 2022 auf neun Nächte 2024 und zuletzt auf sieben Nächte im Jahr 2025 gefallen. Damit verschiebt sich nicht nur das Geschäft, sondern auch die ursprüngliche Definition des Produkts. Parallel dazu rückt das Segment immer näher an die klassische Hotellerie heran. Shortstay gewinnt an Bedeutung, nicht zuletzt wegen höherer Margen, während Longstay wegen fehlender Corporates und internationaler Gäste an Gewicht verliert. Neue Zielgruppen bringen Chancen, erhöhen aber zugleich den Druck auf Produkt, Betrieb und Positionierung. Dass die Auslastung 2025 am Ende doch wieder knapp über 80 Prozent lag, ist vor allem einem starken vierten Quartal zu verdanken. Auch auf der Angebotsseite zeigen sich Spannungen. Leipzig hat sich nach Anzahl der Apartments in die Top5 geschoben, bei gleichzeitig stagnierender Nachfrage. Für Anett ist das ein klares Warnsignal. Ihr Urteil ist eindeutig: für Investoren derzeit kein Markt für weiteres Wachstum. München und Berlin bleiben die stabilsten Standorte, Hamburg steht weiterhin ganz oben auf den Expansionslisten, Frankfurt am Main leidet weiter an Überangebot. Das Gespräch ist ein kleiner Vorgeschmack auf die SO!APART am 18. und 19. November in Berlin. IMMOBILÈROS ist Medienpartner und ich bin gespannt, wie die Branche diese Verschiebungen selbst einordnet: wie viel Flexibilität das Produkt wirklich verträgt, wo die Grenzen liegen und was vom ursprünglich so geschätzten Gastgebertum am Ende bleibt.
„Wir haben die Konferenz gebaut, die wir selbst als Gründer immer vermisst haben.“ In dieser Episode von Behind the C spricht Franz Kubbillum mit Bernd Storm van's Gravesande, Mitgründer und Geschäftsführer von Bits & Pretzels. Das Münchner Event hat sich von einem Weißwurstfrühstück mit 70 Gründer:innen im Hofbräuhaus zu einer der führenden Startup-Konferenzen Europas entwickelt: drei Tage Messeprogramm, rund 7.500 Teilnehmende aus 60–70 Ländern, kuratierte Formate für Gründer:innen, Investor:innen, Corporates und Politik – gekrönt vom „Liquid Networking“ im Festzelt auf dem Oktoberfest. Neben klassischen Bühnen und Ausstellungsflächen gehören Table-Captains, Side-Events in der ganzen Stadt und Formate wie der CIO AI Summit zum Konzept, das Business-Relevanz mit bayerischer Oktoberfest-Experience verbindet. Storm van's Gravesande zeichnet seinen Weg von der WU Wien über Beratung und Konzernstrategie in München bis hin zu mehreren Gründungen nach: vom gescheiterten Social-Search-Startup über das gebootstrappte Verbraucherportal Aboalarm bis zum Aufbau von Bits & Pretzels als eigenständigem Business mit einem 20-köpfigen Team. Er spricht darüber, wie Bootstrapping, Nahtoderfahrungen und hartnäckige Speaker-Akquise (bis hin zu Barack Obama und Arnold Schwarzenegger) sein Verständnis von Unternehmertum geprägt haben – und warum physische Events, persönliche Begegnungen und Owned Media selbst in einer KI-getriebenen Zukunft für ihn unverzichtbar bleiben. Weitere Fragen und Themen, die in dieser Episode besprochen werden, sind: - Wie wurde aus einem zweistündigen Gründerfrühstück im Hofbräuhaus ein internationales Festival mit Tausenden Teilnehmenden – und welche Rolle spielen Oktoberfest, kuratiertes Networking und prominente Speaker für das Format? - Was hat Bernd aus seinem ersten gescheiterten Startup und zehn Jahren Bootstrapping mit Aboalarm über Produkt-Markt-Fit, Kapitaldisziplin und Ausdauer gelernt – und wie fließt das heute in Bits & Pretzels ein? - Wie blickt er auf die Zukunft der Gründerszene zwischen Deep Tech, KI, Robotik und demografischem Wandel – und warum sieht er gerade darin neue Chancen für Gründer:innen und hochwertige physische Events? Themen: - C-level - Networking - Start-Up ----- Über Atreus – A Heidrick & Struggles Company Atreus garantiert die perfekte Interim-Ressource (m/w/d) für Missionen, die nur eine einzige Option erlauben: nachhaltigen Erfolg! Unser globales Netzwerk aus erfahrenen Managern auf Zeit zählt weltweit zu den besten. In engem Schulterschluss mit den Atreus Direktoren setzen unsere Interim Manager vor Ort Kräfte frei, die Ihr Unternehmen zukunftssicher auf das nächste Level katapultieren. ▶️ Besuchen Sie unsere Website: https://www.atreus.de/ ▶️ Interim Management: https://www.atreus.de/kompetenzen/service/interim-management/ ▶️ Für Interim Manager: https://www.atreus.de/interim-manager/ ▶️ LinkedIn-Profil von Dr. Bernd Storm van's Gravesande: https://www.linkedin.com/in/bernd-storm/ ▶️ Profil von Franz Kubbillum: https://www.atreus.de/team/franz-kubbillum/
Kgomotso Modise, in for Clement Manyathela, speaks to Johlene Wasserman , who is Director of Community Schemes and Compliance at VDM Incorporated to better understand the role and responsibilities of body corporates. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE 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.
Ray White speaks to Nana Phiri, Head of Corporate Client Coverage at Rand Merchant Bank, about the RMB Talent Unlocked programme, an initiative focused on helping emerging artists develop both creatively and professionally. Through mentorship, industry exposure, and skills development, the programme aims to equip young creatives with the business knowledge, confidence, and support needed to build sustainable careers in South Africa’s evolving creative industry. 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/@radio7See omnystudio.com/listener for privacy information.
Millionen an Fördermitteln fließen ins Ökosystem, doch wie bringen wir die wissenschaftlichen PS endlich auf die Straße?Wenn du als Deep-Tech-Gründer:in vor dem berüchtigten "Valley of Death" stehst, ist dieser Deep-Dive dein Überlebenshandbuch.Im Jahr 2025 fiel die wegweisende Entscheidung für die deutschen Start-up-Factories. Doch exzellente Forschung allein reicht nicht: Wer sein Produkt am Markt vorbei innoviert, verliert wertvolle Zeit und scheitert letztlich an fehlenden Kunden. Gerade für universitäre Spin-offs ist der Problem-Solution-Fit essenziell, bevor das Risikokapital ausgeht. In dieser Episode blicken wir ins Herz des Ruhrgebiets zur BRYCK Startup Alliance, einem der zehn EXIST-Leuchtturmprojekte. Unser Gast Philippa, Serial Entrepreneurin mit sieben Gründungen und Managing Director bei BRYCK, fungiert als Übersetzerin zwischen komplexer Wissenschaft und starren Corporates. Sie erklärt, warum wir die pure Angst vor dem Risiko ablegen müssen und wie aus abstrakten Ideen erfolgreiche B2B-Unternehmen werden. Das erwartet dich in dieser Episode: Der Weg zum ersten B2B-Kunden: Wie Start-ups Vertrauen aufbauen, die Sprachbarriere zu etablierten Konzernen überwinden und echte Pilotkunden gewinnen. Das Valley of Death meistern: Warum der frühzeitige Zugang zur Industrie genauso entscheidend ist wie das nötige Pre-Seed-Kapital. Problem statt Lösung fokussieren: Wie Forschende lernen, nicht nur das Machbare zu entwickeln, sondern reale Marktbedürfnisse von übermorgen zu bedienen. Die Macht des Netzwerks: Warum es keinen Zeitpunkt gibt, der zu früh ist, um sich mit Mentoren, Industriepartnern und Investoren zu vernetzen. Ein neues Mindset für Deutschland: Wie wir die Angst vor dem Scheitern ablegen und unternehmerisches Risiko endlich als Mut begreifen. Ressourcen & Links: BRYCK Startup Alliance EXIST-Gründungsstipendium / Startup Factories LinkedIn Profil von Philippa
This week on Swimming with Allocators, Erik Balck Sørensen joins Earnest and Alexa to share his journey from serial founder in an almost non-existent Danish startup scene to CIO of Denmark's Export and Investment Fund, a sovereign platform backing innovation at scale. Erik explains how Denmark went from having no venture funds or ecosystem infrastructure to becoming a global player in biotech, green tech, and deep tech, and why “giving back” and tight founder communities were crucial to that evolution. He breaks down what it really means to run a sovereign wealth fund with a dual mandate, balancing financial returns for taxpayers with societal impact, and how political momentum, past missteps, and investment discipline shape their strategy. Erik also details Denmark's 2030 plan: moving faster, professionalizing as an LP and direct investor, and doubling or tripling down on stronghold verticals like life sciences, selected green technologies, quantum computing, and European growth-stage capital. Additionally, Chuck Daly explains how evolving market dynamics, LP demands, and longer-dated, more complex venture products are reshaping the regulatory landscape for VC managers, driving greater scrutiny on valuation, fund structures, and exemptions, and highlighting the value of Sidley's deep, shared institutional expertise for GPs navigating this shift. Highlights from this week's conversation include: Erik's Journey From Founder to Sovereign Wealth CIO (0:13) Community Building and Giving Back Culture (5:26) Corporates, Biotech, Green Tech, and Deep Tech (8:17) What Denmark's Export and Investment Fund Is (9:39) Balancing Political Momentum, Purpose, and Profit (12:52) Small Country Strategy and Global Fund Partnerships (15:51) 2030 Strategy to Move Faster and Smarter (19:42) Priority Verticals: Biotech, Quantum, Green Tech, Growth (32:08) Misconceptions About the Fund and New Operating Style (36:58) Infrastructure Bets: AI Supercomputer and Quantum Facility (40:48) Technological Sovereignty and Europe's Tech Dependence (44:14) Defense Technology Catch-Up with US Partners (48:47) Optimism From Founders and How to Contact Erik (51:01) Denmark´s Export and Investment Fund is a new, state-owned fund which proves a single point of contact to all Danish companies in need of state financed risk capital. We cover both the entrepreneur, small and medium-sized companies who need capital to unfold their full potential, and export companies who wish to conquer new or emerging markets. We can guide you all the way, from the company´s tentative beginnings through substantial growth to entry into the global markets with export guarantees and stock market listings, because our mission is to help to grow the Danish economy and green the globe. http://www.eifo.dk Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bongani Bingwa speaks to Melvin Jones, Group CEO of Proconics, about the company’s commitment to community development through mentorship programmes, youth empowerment initiatives and long-term support for learners with special educational needs. The discussion explores how corporates can play a meaningful role in shaping stronger communities by investing in education, inclusion and leadership beyond business and infrastructure projects. 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/@radio7See omnystudio.com/listener for privacy information.
Bongani Bingwa speaks with Wendy Viljoen, Senior Manager: Edu Invest (powered by Wesgro), about the Edu Invest initiative, which partners with government and the private sector to unlock funding for schools, ranging from infrastructure and resources to long-term skills development. 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/@radio7See omnystudio.com/listener for privacy information.
Send us Fan Mail◆ Powell Fed era ends with split decision ◆ Bank capital to lead Gulf bond revival ◆ SSAs, corporates and FIG face busy May President Trump appointed Jay Powell as Federal Reserve chair — then hounded him continually to ease monetary policy and ended up launching a criminal investigation against him. What could possibly go wrong for Kevin Warsh?The central question for markets is whether he will have an independent mind or be Trump's puppet. So far, Warsh is getting the benefit of the doubt. After 62 days without a public bond deal from the Gulf, Emirates NBD reopened the market, surprising observers by bringing a deeply subordinated additional tier one capital deal. It could be more than a one-off. A lot of banks in the region have capital securities to call and replace, and these are likely to bulk large as issuance gets back into gear.Across the public sector, financial institution and corporate bond markets, May is set to be exceptionally busy with issuance, but each sector is taking the prospect in a different way.Corporates are gung-ho, while SSAs are still gripped by the urge to avoid risk by funding as much as possible early. Financial instutions have borrowing to catch up on, but are close to a cliff edge. Spreads are ultra-tight, but nasty spectres could easily spook the market.
Andy Acton returns to the Dental Leaders hot seat for a proper deep-cut conversation about the business of owning a dental practice — from first purchase right through to the exit. Payman and Andy cover the current market (spoiler: banks still love dentists, and buyers far outnumber sellers), before getting into the real meat of the episode: owner fatigue. Andy breaks down the five categories of burnout he's observed across 25 years of working with practice owners, and it's the kind of honest, unglamorous stuff that rarely gets aired. There's also a brilliant success story about a single-surgery practice that became a near-£2 million sale in four years, plus some sharp advice on what not to do in your first month of ownership. Whether you're thinking about buying, selling, or just trying to work out why you're so tired, this one's well worth your time.In This Episode00:00:50 – Andy's business portfolio and the FTA family of companies 00:03:10 – Market snapshot: supply, demand and the state of play in December 2025 00:04:15 – Squats vs acquisitions 00:07:35 – What buyers are really looking for 00:10:15 – Occupancy levels and the case for maximising before expanding 00:13:10 – Corporates vs independents: deal structures and flexibility 00:17:10 – Patient attrition when the owner leaves 00:20:25 – Horror stories and success stories: flipping practices 00:28:15 – Young dentists buying early and the bank of mum and dad 00:31:05 – Would Andy encourage his kids to become dentists? 00:33:20 – Owner fatigue: five categories of burnout 00:35:25 – How valuation methods have evolved over 25 years 00:42:45 – Raising finance and banking terms 00:45:45 – The ownership lifecycle and signs of fatigue 00:55:55 – Sales readiness: the checklist 01:05:30 – Business education and the case for teaching it at school 01:13:05 – Understanding financial accounts and key KPIs 01:18:25 – Quick-fire: favourite business book, business hero, and the green lights philosophy 01:25:15 – Dental leaders who inspire Andy 01:32:25 – Fly on the wall moment: the Man United treble changing roomAbout Andy ActonAndy Acton is co-founder of Frank Taylor Associates, one of the UK's leading dental practice sales and valuation firms. Alongside his business partner Chris, Andy has built a portfolio of dental-focussed businesses, including FTA Finance, FTA Media, FTA Wealth, and the Principals Club — a members-only community for independent practice owners. He has worked in the dental sector for over 25 years.
263 | Ein überraschender neuer Player im AI-Rennen, warum will SpaceX Cursor kaufen und müssen alle Startups sterben, wenn Corporates sie kaufen? Samuel und Alex diskutieren die Tech-Themen der Woche.Partner dieser Folge:ebay.comPrüft, wie Live-Commerce euer Business voranbringen kann. Keine Verkaufsprovision für neue Live-Seller in den ersten 6 Monaten. Mehr Infos: ebay.de/startliveMach das 1-minütige Quiz und finde eine Geschäftsidee, die zu dir passt: digitaleoptimisten.de/quiz.Kapitel(00:00) Intro(01:29) DasTelefonbuch.de - under the radar over the top(08:14) Finds of the week: Offline is the new shit und SpaceX kauft Cursor (vllt.)(23:31) Sprach-Post von Optimisten - Mirja(38:12) Ankerkraut - was wollen Corporates mit Startups?(48:35) Das Große Digitale Optimisten Linkedin Quiz(52:25) Geschäftsidee von Samuel: Outfraction(1:00:06) Geschäftsdiee von Alex: Urban Sports Club für KinderSo erreichst du uns:Sprachnachricht senden: https://www.speakpipe.com/digitaleoptimistenEmail schreiben: alexander@digitaleoptimisten.deLearningsGanzheitliche AI-StrategieEndgame der AI-Entwicklung wird als holistisches Ökosystem aus LLM, Code-Tools und Hardware beschrieben. Die Diskussion nennt Beispiele wie Claude Code, Cursor, XAI und SpaceX, um diese Verknüpfung zu illustrieren. Hypothese: Wer AI über digitale und physische Systeme hinweg integriert, könnte Wettbewerbsvorteile erzielen.Fractional Ownership als neues ModellDie Idee, teure Ausrüstung per Fractional Ownership zu finanzieren, wird konkret diskutiert und auf Kategorien wie Camping- und Outdoor-Ausrüstung, Kletter- oder Wanderausrüstung sowie Rennräder übertragen. Beispiele nennen anteilige Beteiligungen von 10 Prozent bis 20 Prozent an Vermögenswerten wie Ferienhäusern oder Luxusuhren; Upfront-Kosten könnten pro Anteil bei ca. 500 Euro liegen, plus jährliche Servicegebühren. Die Plattform soll Käufer bündeln und zusätzlich durch Abonnements laufende Einnahmen generieren, was laut Diskussion etwa 20 Prozent des Umsatzes als Subscription-Revenue bringen könnte.Retrieval-gestützter Wissensbot aus TranskriptenEine Hörer-Idee (Mirja) schlägt vor, einen Retrieval-basierten Bot zu bauen, der Transkripte als Wissensbasis nutzt, um Folgewissen abrufbar zu machen. Kernidee ist, eine App zu bauen, die auf die Transkripte der Folgen zugreift und Fragen zu einzelnen Episoden beantworten kann, idealerweise ohne Halluzinationen. Die Umsetzung erfolgt über Cloud-Code, Kontext-Import der Transkripte und eine einfache Benutzeroberfläche, um relevante Passagen schnell nachzuschlagen.Unternehmens- und Markenakquise im AI-ZeitalterEs wird diskutiert, dass große Konzerne wie Nestlé Marken wie Ankerkraut kaufen, um unorganisches Wachstum zu generieren, und dass Gründer später oft den Verkaufsweg wählen. Der Fall Ankerkraut (Rückkauf durch die Gründer 2026) wird als Signal genannt, dass Markenwert durch Übernahmen kippen kann und Shareholder-Value-Denken eine treibende Kraft bleibt. Für Gründer und Unternehmen bedeutet das: Exit-Planung, M&A-Strategie und das Verständnis der Rollenspiele in Kapitalmarkt-basierten Wachstumsstrategien frühzeitig berücksichtigen.KeywordsClaudeCursorSpaceX XAINestlé Ankerkraut RückkaufClaude Coding-Tools Einsatz im B2B UmfeldBenzinpreisvergleich Telefonbuch.deFractional Ownership Camping AusrüstungSecond Order Investing Anwendung MärkteMiroFish Tool ReaktionsszenarienOffline AI ModelleRetrieval SystemeOpenAI Konkurrenz ClaudeKI Coding Tools Markt
Whether or not we want to acknowledge it, we're in a new era of climate investing. Unprecedented uncertainty, federal policy upheaval in the United States, repeated energy shocks from wars, inflation, high interest rates, a persisting liquidity crunch, the AI data center boom – much has happened, the game has changed and investors are thinking very differently about climate than they did just a few years ago. Three expert climate finance advisors who have worked in climate finance for decades set out to understand what has changed in climate investing. Dan Firger, Will Coleman, and Bill Tarr are highly respected thought leaders and strategic advisors working with large family offices, foundations and prominent climate investors. They teamed up and interviewed over 150 investors and experts to develop Climate Capital Reset Project, a detailed account of the new thinking defining this new era of climate investing. We spoke about the trends reshaping climate finance today, emerging dynamics, recommendations for capital allocators, considerations for philanthropists, and much more. Dan, Will, and Bill's report will likely be one of the most influential pieces written on climate finance this year. It's already the basis for closed-door consultations and convenings with prominent investors, and our conversation shed incredible light on the new paradigms already driving climate finance today. On today's episode, we cover:03:01 – Guest Introductions & Backgrounds06:04 – Why the Climate Capital Reset Project Now?08:55 – Trend #1: Unprecedented Market Uncertainty11:13 – Trend #2: AI, Data Centers & the Grid13:23 – Trend #3: Liquidity Crunch & the Missing Middle15:42 – Trend #4: Narratives, Labels & Climate Messaging17:24 – How We Talk About Climate & Climate Investing19:37 – Theme: ‘Ruthless Pragmatism' in Climate Capital24:00 – Shaping Winners Through Consolidation26:57 – Domestic vs. International: Who Captures the Upside?27:31 – Blended Finance: Misuse, Scarcity & Focus30:48 – Examples of Effective Blended Finance31:56 – Geographic Arbitrage & Emerging Markets34:37 – Corporates' Role in Climate Tech & Scale38:05 – War in the Middle East, Energy Shocks & Resilience43:24 – New Investment Models & Insurance Innovation46:24 – Long-Duration, Asset-Heavy Climate Businesses48:43 – A Narrow Window for a Climate Capital Reset50:41 – What's Next for the Climate Capital Reset Project51:41 – Closing & Call to ActionResources MentionedClimate Capital Reset ProjectBuilder's VisionIntersect PowerLineage LogisticsDevoted Health Fervo EnergyFrontier Microsoft Carbon RemovalPJM Interconnection ERCOT (Electric Reliability Council of Texas) USAID (U.S. Agency for International Development)Bloomberg PhilanthropiesReGen VenturesMore Davidow Ventures (MDV)Connect with usDan FirgerWill ColemanBill TarrJason RissmanKeep up with Invested In ClimateSign up for our Newsletter (Other Future)LinkedInInstagramIf you like what you hear, subscribe and rate to support the show! Have feedback or ideas for future episodes, events, or partnerships? Get in touch!Share ideas for our newsletter here!
Stephen Grootes speaks to Trish Taylor, Head of Primedia Cares about Primedia Cares’ mission to make a meaningful difference in South African society, and how its flagship programme, Corporates that Care, is driving collective impact through powerful partnerships across communities, business, and government. In other interviews, Alex Gabriel, CEO of Cape Opera about Corporates That Care and the vital role Cape Opera plays in uplifting communities through the arts as part of this impactful 702 and Primedia Outdoor initiative. 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.
Stephen Grootes speaks to Clark Gardner, CEO of Faces, about their role within the Corporates That Care initiative and their ownership of several major sporting events, including the Sanlam Cape Town Marathon — taking place next month as it joins the World Marathon Majors alongside New York, London, Boston and Tokyo, with a record 27 000 runners set to take part. 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/@CapeTalk567See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Alex Gabriel, CEO of Cape Opera about Corporates That Care and the vital role Cape Opera plays in uplifting communities through the arts as part of this impactful 702 and Primedia Outdoor initiative. 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/@CapeTalk567See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Taubie Motlhabane, Cape Town International Convention Centre from the Cape Town International Convention Centre about the initiative and the venue’s involvement in the Corporates that Care CSI programme. 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/@CapeTalk567See omnystudio.com/listener for privacy information.
Stephen speaks to Cape Town's Mayor Geordin Hill-Lewis about how the City of Cape Town is stepping beyond policy into action by partnering with the Corporates That Care initiative to help drive real, on-the-ground change and encourage business to actively “walk the talk” for a better South Africa. 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/@CapeTalk567See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Trish Taylor, Head of Primedia Cares, about its mission to make a meaningful difference in South African society, and how its flagship programme, Corporates that Care, is driving collective impact through powerful partnerships across communities, business, and government. 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/@CapeTalk567See omnystudio.com/listener for privacy information.
Bongani Bingwa speaks with Sydney Mbhele, Chief Marketing and Corporate Affairs Officer at Absa Group, about the bank’s corporate citizenship strategy, which aims to unlock meaningful economic opportunities, particularly for young South Africans who find themselves excluded from the system through no fault of their own. 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/@radio7See omnystudio.com/listener for privacy information.
Russell Reading interviews Pascal Olin from Alight about the growing value of on-site (behind‑the‑meter) solar and battery storage for corporates. They discuss how on-site systems offset rising non‑commodity costs, the role of BESS in increasing self‑consumption and tariff optimization, and why markets like the UK and Poland are hotspots. The episode also covers practical steps to get started: building a business case, engaging stakeholders across procurement, finance and operations, running pilots, and scaling successful projects across sites and countries.
Ray white speaks to Andrew Kirby, President and CEO of Toyota South Africa Motors about working to build a direct pipeline from classroom to career, equipping young people with the skills needed to thrive in the automotive industry. 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/@radio7See omnystudio.com/listener for privacy information.
Fresh out of the studio, Borko Kovacevic, Co-founder of Poddster and Podyx, joins us to explore how he is building the world's largest podcast studio network and the operating system behind it. He shares his career journey from nearly 17 years at Microsoft across Central Europe and Asia Pacific, to making the entrepreneurial leap and launching Poddster's first flagship studio in Dubai, followed by Singapore. Borko explains how Poddster scaled by treating operations like software — standardizing over the operational framework to run studios from UAE and Singapore to now globally across the world while building a flywheel connecting corporate brands with authentic content creators. He unpacks how Podyx, the software spinoff, hit 24 markets with zero churn on day one. Closing the conversation, Borko shares why frequency and consistency in content creation — not polish — is the single most underestimated edge in the AI era, and what great looks like for Poddster and Podyx as a global studio network and platform."So what people underestimate is frequency and consistency in posting content beats everything else. Because the future internet is about you being available online and you providing enough content, enough material, that the algorithms learn about you. If they learn enough about you, you will be recommended in searches, you will do better on SEO, you will become more discoverable than anybody else. And that's the part which I think people underestimate." - Borko KovacevicEpisode Highlights: [00:00] Quote of the Day by Borko Kovacevic [01:00] Introduction: Borko Kovacevic [03:17] The danger of corporate complacency & achieving success too early[07:00] The leap: why he finally decided to leave Microsoft and build something[10:13] The origin story of Poddster — not planned, born from a co-founder complaint[13:00] Building a mini studio prototype inside Microsoft; discovering the market gap[16:33] Modelling Poddster like McDonald's: 90% of operations standardized and repeatable[18:23] Building the flywheel: connecting corporates with content creators at scale[23:00] The global studio partner network — a community of 150+ studio owners globally[26:12] The roadmap: New York by September, then Los Angeles and London[32:10] How Podyx was born — a prototype to solve Poddster' own booking chaos[33:47] Why existing booking tools (Calendly, Acuity) didn't fit the podcasting workflow[36:55] Podyx metrics: $6M+ in transactions, 160 paying studios across 24 markets, zero churn[37:15] Stripe named Podyx fastest-growing vertical SaaS startup from Singapore[38:34] Founder-led sales: Borko personally onboarded the first 50+ studios on calls[42:23] Making a services business operate like software — what can actually be productized[44:48] The test for every new process: can you repeat it 10 more times across locations?[49:48] The one thing most people don't know about podcasting: frequency beats polish[50:42] LLMs and agents will train on your content — why posting consistently is the real SEO[54:14] Creators vs. corporates: fundamentally different problems.[56:00] Corporates discovering long-form: the end of scripted media interviews[58:22] The AWS-Cisco example: executive dialogue that earns trust without selling[01:03:13] What great looks like for Poddster and Podyx in the next few yearsProfile: Borko Kovacevic, co-founder of Poddster and PodyxLinkedIn: https://www.linkedin.com/in/borko-kovacevic/Poddster Website: https://poddster.comPodyx Website: https://podyx.comPodcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. This episode is recorded in Poddster Singapore and full disclosure: Bernard is an investor to Podyx.
In this episode of Treasury Leaders, Host Jan-Willem Attevelt, Co-founder of Automation Boutique, talks with Arnoud Star Busmann, CEO of Quantoz Payments, to explore how regulated stablecoins and blockchain-based infrastructure are beginning to reshape corporate treasury.Arnoud explains why stablecoins are emerging as a powerful new tool for treasury teams, particularly for faster settlement, cross-border payments, and real-time liquidity management. As companies seek to reduce trapped cash, improve settlement speed, and lower transaction costs, he outlines how compliant digital money can bridge traditional finance with blockchain networks.Whether you're exploring stablecoins for the first time or evaluating how blockchain infrastructure could transform cash management, this conversation offers a practical look at where the technology fits in the treasury toolkit, and where it doesn't.What You'll Learn in This Episode• Stablecoins Explained for TreasurersWhat distinguishes stablecoins from crypto assets, tokenized deposits, and central bank digital currencies — and why regulated stablecoins are gaining traction in treasury.• Faster Settlement and Reduced Treasury FrictionHow instant blockchain settlement can eliminate delays, reduce working capital requirements, and remove costs associated with traditional correspondent banking networks.• Treasury Liquidity and Cash OptimizationWhy stablecoins enable a shift from “just-in-case” liquidity buffers to “just-in-time” cash management, keeping capital productive while maintaining flexibility.• Tokenized Yield and Money Market FundsHow tokenized financial instruments may allow treasury teams to access yield while maintaining near-instant liquidity.• Risks, Governance, and ComplianceKey considerations for corporate treasury teams, including counterparty risk, regulatory compliance, operational security, and stablecoin reserve transparency.• Getting Started With StablecoinsPractical steps treasury teams can take today to experiment safely and understand the operational realities of blockchain-based payments.Episode Breakdown with Timestamps[00:00] – Introduction[02:48] – Stablecoins vs. CBDCs and Tokenized Deposits[07:19] – Regulatory Shifts Driving Corporate Adoption[09:52] – Arnoud's Journey into Stablecoins and Quantoz[13:20] – Supply Chains, Settlement Risk, and Instant Payments[17:39] – Tokenized Money Market Funds and Yield Opportunities[25:12] – Cross-Border Payments and Where Stablecoins Add the Most Value[31:49] – Blockchain Transparency and Privacy Challenges[42:07] – Managing Risk, Regulation, and the Future of Treasury[01:05:15] – The Long-Term Impact of Stablecoins on Treasury Operations[01:12:47] – How Treasurers Can Start Experimenting with StablecoinsFollow our guest Arnoud Star Busmann: LinkedIn: https://www.linkedin.com/in/arnoudstarbusmann/Quantoz: https://www.linkedin.com/company/quantoz/?originalSubdomain=nlFollow Treasury Leaders:Website: https://corporate-treasury-101.com/LinkedIn: https://www.linkedin.com/company/treasury-leaders/Follow Our Hosts:Hussam Ali on LinkedIn: https://www.linkedin.com/in/hussam-r-ali/Guillaume Jouvencel on LinkedIn: https://www.linkedin.com/in/guillaume-jouvencel/Jan-Willem Attevelt on LinkedIn: https://www.linkedin.com/in/attevelt/Philip Costa Hibberd on LinkedIn: https://www.linkedin.com/in/philip-costa-hibberd/GHA Marketing Website: https://ghapodcast.com/Automation Boutique Website: https://automationboutique.com/
Bongani Bingwa speaks to group PRASA CEO Hishaam Emeran,Hishaam Emeran about how PRASA is improving rail services with safe, affordable, and locally made trains, scholar discounts, and programs supporting commuters and communities. 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/@radio7See omnystudio.com/listener for privacy information.
Norman Müller nimmt dich in dieser Solo-Folge mit hinter die Kulissen des Bundesverbands für KI Transformation. Im Fokus steht der Venture AI Excellence Award, mit dem der Verband als unabhängiger Kurator KI-Experten, Startups und Corporates prüfbar auszeichnet. Du erfährst, warum viele Mittelständler trotz Interesse nicht investieren, weil die Unsicherheit über Partner, Qualität und Tragfähigkeit zu groß ist. Außerdem geht es um neue Projekte wie KI-Beauftragte, eine Hochschulkooperation in Berlin, regionale AI Cluster und eine Projektpipeline für konkrete Umsetzung.Die Shownotes und vieles mehr findest du auf:https://ventureaibriefing.substack.com To hear more, visit ventureaibriefing.substack.com
50,000 lines of code. Four months. Part-time. In the evenings.Normally takes 12-18 months full-time.Bernhard isn't a coder. But he built RolePlays.AI anyway—using AI.You have 12 months before corporates catch up.CREATIVE TIME BLOCKS:Bernhard blocks 1 week every 2 months for creative time. No plan, no judgment.Summer 2025: Coaching book idea → Lovable discovery → Coach Bernhard (built in days) → RolePlays.AI (4 months, part-time)Coach Bernhard: Free AI coaching app (ICF criteria) for clients between sessionsRolePlays.AI: AI-powered roleplay platformPractice difficult conversations with personas that push backExample: 30-year-old coach practicing retirement coaching with 60-year-oldCustomizable for companies (values, frameworks, criteria)The Scale: Talk in Graz, Austria last week. Asked Lovable: "How many lines?" 50,000 lines = 12-18 months normally. Bernhard: 4 months part-time with Lovable + AI.PRIVATE UNIVERSITY WITH CLAUDE:Traditional AI courses = expensive + outdated.Solution: Built two courses with Claude (Anthropic):AI Deep Dive: "You are a top AI professor" + 10-20 min content + discussion + homeworkPhilosophy & CoachingAI Scaling Problem insight: Every LLM hits a "scaling wall"—more computing power or time (plateaus at ~4 min) doesn't help past a point.BUILDING YOUR AI TEAM:Claude Desktop: CSO, CMO, Finance, Operations rolesClaude Cowork (Sales Agent Example):Problem: 300 contacts, no time for sales researchTask: Excel with names + emails → "Prioritize by sales potential. Give context. Suggest pitch."Results (30 min): Priority ratings, classifications (L&D/Coaches/Facilitators), color-coded top 10, context, pitch approachWhat takes a colleague 1+ week: Done in 30 minutes.The Human Touch: "If you're in L&D, you might get an email from me. But I'll write it personally—personal contact still matters most."THE 12-MONTH WINDOW:Small businesses have massive AI advantage NOW.Corporates stuck: "An AI bot from a big company which is really crap." Can't use good tools yet (procurement, security, compliance).Window: ~12 months before they catch up.The Call: "We should use that window."THIS WEEK:Block Creative Time: 1 week/2 months, 1 day/month, or 2 hours/weekTry One Tool:Lovable → Build a platformClaude → Private UniversityClaude Cowork → What task takes you a week that AI does in 30 min?Try RolePlays.AI: 3 free scenarios, practice conversations you avoidUse the Window: 12 months. What will you build?THE STACK:Lovable (12-18 months → 4 months) | Coach Bernhard (free coaching) | RolePlays.AI (practice) | Claude (University + team + Cowork)12-month head start on corporatesLINKS:RolePlays.AI: www.roleplays.aiCoach Bernhard: www.coach-bernhard.aiLovable: www.lovable.devClaude: www.claude.aiBernhard: www.bernhardkerres.comCoffee chat: Virtual or in Vienna#AI #Solopreneurs #SmallBusiness #Lovable #RolePlaysAI #ClaudeAI #Cowork
While agrifood innovation often celebrates bold founders and breakthrough technologies, what happens when the incentives of corporates, startups and investors don't quite align? In this live recording from evokeAG in Melbourne, Sarah Nolet is joined by Brad Fruth, Director of Innovation at Beck's Hybrids, and Frank Wooten, CEO of ArkeaBio and co-founder of Vence (acquired by Merck Animal Health). Together, they explore the “sweet spot” of agtech innovation, i.e. the balance between what customers and corporations want, while recognizing the constraints that innovators and investors face. Brad shares how Beck's Hybrids, the largest family-owned retail seed company in the US, approaches innovation: rather than having a corporate venture arm, they focus on being internal problem-solvers and trusted matchmakers between startups. Meanwhile, Frank Wooten speaks candidly about the realities of raising venture capital in agriculture; where billion-dollar exits are rare, timelines are long, and alignment with customers matters more than valuation headlines. Sarah, Brad, and Frank discuss: Why “free pilots” can devalue agtech products before they've proven themselves. How corporations can support innovation without becoming distracted by it. The risks founders face when fundraising incentives distort execution priorities. The surprising advantages of Australian agriculture, from customer density to experimentation culture. Useful Links: Expanding the tools in the innovation toolkit: how agri-food corporates can engage with startups Building a Ladder to Commercial Success for Deep Tech Founders Disrupting the AgTech Ecosystem with Ron Adner 4 Tips for How Agri Corporates Can Innovate By Working With Startups 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 seek financial advice from a professional financial adviser. Whilst we believe the information is correct, we provide no warranty of accuracy, reliability or completeness.
Ray White speaks with Rajesh Gupta, Chief Executive Officer of Mahindra South Africa, about the company’s focus on youth development through the Ruta Sechaba Foundation, with a particular emphasis on girls and young women. Their strategy is built on three pillars: covering educational costs, providing essential technology and learning materials, and ensuring students remain engaged in school. He also discusses Mahindra Fusion Fest, an initiative creating opportunities for young artists, musicians, and designers across South Africa and set to take place on the 7th of March at SunBet Arena. 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/@radio7See omnystudio.com/listener for privacy information.
“You can still find some attractive value within the front end of the securitized curve,” says Income Research + Management's Co-Chief Investment Officer Jim Gubitosi, when discussing the relative value within US spread assets. Gubitosi joins Bloomberg Intelligence's Noel Hebert on the latest episode of Credit Crunch to talk about the scaling of assets and strategies at IR+M, an active approach to security selection, the current credit climate for corporates and structured debt, and how market technicals may be contributing to recent resilience.
Ziv Ragowsky, Co-Founder of Wright Partners, joins Jeremy Au to unpack why corporate venture building remains one of Southeast Asia's hardest but most misunderstood innovation strategies. They explore how large corporations chase growth under pressure, why many internal ventures fail before traction, and how misaligned incentives quietly destroy promising ideas. The conversation covers when companies should build instead of buy, how lean venture design keeps startups investable, and why founder equity must evolve as risk shifts over time. Ziv also shares how venture builders act as translators between corporate logic and startup execution, and why honest advice sometimes means telling a client not to build at all. 03:00 Early ventures look irrelevant inside giant corporates: Small pilot businesses struggle to survive because billion-dollar organizations cannot emotionally commit to tiny revenue bets. 03:55 Overpromising innovation creates failure incentives: Corporates exaggerate projections to justify programs, which pushes ventures into unhealthy growth behavior. 08:45 Build only when buying makes no strategic sense: Companies should create new ventures only when acquisition is overpriced or the problem is uniquely theirs to solve. 15:00 Lean venture budgets protect future funding: Startups that spend like corporates become uninvestable before reaching real traction. 18:10 Corporate-heavy cap tables scare investors: Excess ownership and control crush founder motivation and block external capital. 20:15 Founder-led governance attracts venture capital: Investors prefer startups structured for entrepreneurial control rather than corporate hierarchy. 22:10 Honest advice sometimes means refusing to build: Saying no to bad ventures preserves long-term outcomes even if it costs short-term business. Watch, listen or read the full insight at https://www.bravesea.com/blog/ziv-ragowsky-corporate-innovation-trap Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #CorporateInnovation #VentureBuilding #StartupStrategy #SoutheastAsia #VentureCapital #FounderIncentives #CorporateGovernance #InnovationStrategy #VentureStudios #BRAVEpodcast
On Corporates That Care, we explore a programme making a real difference for young South Africans looking to start their own businesses. Metropolitan Collective Shapers is helping youth entrepreneurs move from merely “getting by” to building sustainable businesses that create jobs, strengthen families, and uplift communities. From agriculture in KwaZulu-Natal to food and hospitality in Tshwane, the initiative provides mentorship, training, financial guidance, and market access, offering young people the tools to grow rather than just a handout. Joining the conversation is Lindiwe Gumede, Chief Marketing Officer at Metropolitan, to explain how the programme works and why it matters for the future of youth entrepreneurship in 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 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/@radio7See omnystudio.com/listener for privacy information.
Welcome to another episode of the EUVC Podcast! Today, we're diving into How Corporates Might just be able Beat VCs in the AI Race. Or maybe more importantly, how we can collaborate.Our guest is Alex Dang, co-author of the bestselling book The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth. Alex is a seasoned technology executive and innovation advisor with over two decades of experience. He was a product leader at Amazon, where he launched new businesses across e-commerce, supply chain, and AI; a partner at McKinsey, helping Fortune 500 companies build digital ventures; and today advises corporate leaders and investors on AI strategies, venture building, and applying VC principles to large organizations.In this conversation, Alex shares provocative insights on why the venture mindset is now non-negotiable for corporates in the AI era, where incumbents hold hidden advantages over VCs, and how to avoid “innovation theater” while turning data, distribution, and scale into real venture wins.Let's jump in!Here's what's covered:01:56 | The Venture Mindset in one frame with nine principles from 20 years of Stanford VC research: uncertainty → portfolios → outliers03:44 | The post-book update Alex wishes he had added time compression: “days, not weeks,” and the rise of the “one slice team”05:53 | Venture mindset applied to AI 07:34 | Why “adding AI” is the wrong framing; start customer-backward, not tech-backward08:43 | “AI theater”, innovation theater and press release strategies vs real product value11:19 | The European corporate trap: regulation, consensus, and downside protection as the enemy of transformation11:56 | The right AI rollout sequence with start in back office to learn and protect trust, then go customer-facing at scale15:21 | Why CVCs die after 3.7 years: incentives, leadership fear, and why corporate venturing fails structurally17:24 | AI is now the world's most democratized intelligence: everyone has the same tools; the gap is execution18:47 | Where corporates fit in venture + startup ecosystems: strengths: data, distribution, enterprise scale20:38 | When corporates should build in-house, when to partner, and why AI must become an internal muscle25:24 | Incentives drive behavior: why executives won't take venture-style risks unless failure is structurally safe28:18 | AI-native teams and corporate reskilling among smaller, senior teams + digital workers replacing junior tasks35:24 | What happens to the average corporate employee: tasks disappear, workflows evolve, but people still matter38:50 | If Alex were CEO: how to move a workforce into an AI-safe future and target 25% profit uplift through AI44:01 | Most counterintuitive venture principle — “drop bad ideas fast” and why persistence is sometimes the wrong discipline46:05 | What top CEOs are doing right now: coding with Claude, learning by building, and staying close to users49:00 | The compounding effect: “what was impossible 6 months ago is normal today” and why constant feedback loops win
Bongani Bingwa speaks with Mlandzeni Boyce, CEO of ROMPCO, about the company’s Learner Support Programme—an education initiative aimed at supporting learners in rural and under-resourced schools in Mpumalanga and KwaZulu-Natal, with a focus on maths, science, dignity, and long-term opportunities. 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/@radio7See omnystudio.com/listener for privacy information.
The risk landscape is evolving and so are we! By audience demand "KYC Decoded" has become "Risk Reframed". This Moody's Talks show will deliver insights across the risk areas, as well as providing practical strategies and thought leadership for risk professionals operating in today's complex landscape. In this episode, host Alex Pillow is joined by Samantha Hall, Head of Commercial Strategy for Corporates at Moody's, to discuss why reframing risk is essential for businesses navigating an era of rapid change. Together, they unpack interconnected risk, explore why unified strategies are the future, and how Moody's is helping organizations stay ahead of cascading threats. Highlights include: Top risk management themes to watch in 2026 What defines interconnected risk and its key drivers Why this risk landscape demands unified risk management Moody's vision for predictive analytics, transparency, and trusted data Thanks for tuning in—whether you're returning or new—and get ready for a bold era of Risk Reframed! To learn more about Moody's please visit our website or get in touch; we would love to hear from you. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Welcome back to the EUVC Corporate Podcast. This week, Jeppe sits down with Axel Deniz, CEO of Bosch Business Innovations and Head of Venture Building at Bosch.Axel is building Bosch's venture-building engine with a clear mandate: get Bosch technology out into the world, through founder-led spinouts, joint ventures, and seed rounds that can stand on their own with external investors. With ~80,000 active patents, 20 new patents per day, and 20,000 researchers globally, Bosch has the assets. Axel's job is turning them into investible companies.
Bongani Bingwa speaks to Hollywood Group spokesperson Mpumelelo Lembede about the Hollywood Foundation’s Back-to-School initiative, which aims to support thousands of learners across South Africa who start the school year without basic essentials such as uniforms, shoes and stationery. The conversation explores how Hollywood Bets has invested millions into no-fee-paying schools to help learners arrive at school prepared, confident and ready to learn, while also easing financial pressure on families. Beyond material support, the discussion highlights how the initiative restores dignity, promotes equal access to education, and gives children a fair start from the very first day of the school year. 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/@radio702See omnystudio.com/listener for privacy information.
This interview was recorded during Abu Dhabi Finance Week. We explore the rise of Bitcoin treasury firms, why the future of global finance may rest on Bitcoin rails, and how central banks are quietly accumulating BTC behind the scenes. - Why Bitcoin on corporate balance sheets is just getting started - The explosion of Bitcoin treasury companies and why half may disappear - What makes a sustainable treasury model in crypto markets - Whether stablecoins or Bitcoin will underpin the future financial system - Why central banks are embracing Bitcoin—publicly and privately - How Abu Dhabi is becoming a Bitcoin superpower in the Middle East Powered by Phoenix Group The full interview is also available on my YouTube channel: YouTube: https://bit.ly/3ZyVNHH
To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett discuss the outlook for inflation and monetary policy, with implications for investment-grade credit.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Corporate Credit Research at Morgan Stanley.Lisa Shalett: And I am Lisa Shalett, Chief Investment Officer of Morgan Stanley Wealth Management.Andrew Sheets: Yesterday we focused on the topic of a higher for longer inflation regime, and I was asking the questions. Today, Lisa will grill me on my views for the next year. It's Friday, December 19th at 4pm in London. Lisa Shalett: And it's 11am in New York. All right, Andrew, I'm happy to turn tables on you now. I'm very interested in your thoughts about the past year – 2025 – and looking towards 2026. In 2026, Morgan Stanley Research seems to expect a resilient global growth backdrop, with inflation moderating and central banks easing policy gradually. What do you think are the main drivers behind this more constructive inflation outlook, especially taking into account the market's prevailing concerns about persistent price pressures. Andrew Sheets: There are a couple of factors that we think are going to be near term helps for inflation, although I don't think they totally rule out what you're talking about over that longer term period.So first, we, at Morgan Stanley, are very cautious, very negative on oil prices. We think that there's going to be more supply of oil over the next year than demand for it. And so lower oil prices should help bring inflation down. There's also some measures of just how the inflation indices measure shelter and housing. And so, while we think, kind of, looking further ahead, there are some real shortages emerging in things like the rental markets – where you just haven't had a whole lot of new rental construction coming online, as you look out a year or two ahead. But in the near term, rental markets have been softer. Home prices are coming down with a lag in the data. And so, shelter inflation is relatively soft. So, we think that helps. While at the same time fiscal policy is very supportive and corporates, as we discussed in our last conversation, they're really embracing animal spirits – with more spending, more spending on AI, more capital investment generally, more M&A. And so, those factors together, we think, can over the next 12 months, still mean pretty reasonable growth and Inflation that's still above target – but at least trending a little bit lower. Lisa Shalett: You believe that central banks, including the Fed, will cut rates more slowly given better growth. And this slower pace of easing could actually be positive for the credit markets. So, could you elaborate on your expertise on credit and why a gradual Fed approach may be preferable? What risks and opportunities might this create? Andrew Sheets: Yeah, so I think this is kind of one of these big debates going into this year is – which would we rather have? Would we rather have a Fed that was more active, cutting more aggressively? Or cutting more slowly? And, indeed, we're having this conversation on the heels of a Fed meeting. There's a lot of uncertainty about that path. But the way that we're thinking about it is that the biggest risk to credit would be that this outlook for growth that we have is just too optimistic. That actually growth is weaker than expected. That this rise in the unemployment rate is signaling something far more challenging for the economy ahead and in that scenario the Fed would be justified in cutting a lot more. But I think historically in those periods where growth has deteriorated more significantly while the Fed has been cutting more, those have been periods where credit – and indeed the equity market – have actually done poorly despite more quote unquote Fed assistance. So, periods where the Fed is cutting more gradually tend to be more consistent with policy in the right place. The economy being in an okay place. And so, we think, that that's the better outcome. So again, we have to kind of monitor the situation. But a scenario where the Fed ends up doing a little bit less than the market, or even we expect with rate cuts – because the economy's holding up. That can still be, we think, an okay scenario for markets. Lisa Shalett: So, things are okay and animal spirits are returning. What does that mean for credit markets? Andrew Sheets: Yeah, so I think this is the bigger challenge: is that if our growth scenario holds up, corporates I think have a lot of incentives to start taking more risk – in a way that could be good for stock markets, but a lot more challenging to the lenders, to these companies for credit. Corporates have been impressively restrained over the last several years. They've really, kind of, held back despite lots of fiscal easing, despite very low rates. Those reasons for waiting are falling away. And so, in this backdrop that you, Lisa, were describing the other day around – easier monetary policy, easier fiscal policy, easy regulatory policy, and you know, just for good measure, maybe the biggest capital spending cycle since the railroads through AI. These are some pretty powerful forces of animal spirits. And that's a reason why we think ultimately, we see a lot more issuance. We see roughly a trillion dollars of net supply. So, total supply, less redemptions in U.S. investment grade. That's a huge uptick from this year, and we think that drives spreads wider, even if my colleague Mike Wilson is correct that equity markets rise. Lisa Shalett: So, wow. So, we have very strong U.S. equities. But perhaps an investment grade credit market that underperforms those equities. How else would you think about your asset allocation more broadly, and how might those dynamics around credit issuance and equity success play out regionally? Andrew Sheets: Yeah, so, I think this scenario where equities are up, credit is underperforming. The cycle is getting more aggressive. It's a little unusual, but I think we do have some templates for it and specifically I think investors could look to 2005 or 1997 and 1998. Those were all years where equities were up double digits, where credit spreads were wider. Where yields were somewhat range bound, where corporate aggression was increasing. That is all very consistent with Morgan Stanley's 2026 story. And yet, you did have this divergence between equities and credit market. So, I think it is a market where we see better risk-reward in stocks than in credit. I think it's a market where we want to be in somewhat smaller credits or somewhat smaller equities. We like small and mid cap stocks in the U.S. over large caps. We like high yield over investment grade. And we do think that European credit might outperform as it's somewhat lagging this animal spirits theme that we think will be led by the U.S. Lisa Shalett: So, if that's the outlook, what are the risks? Andrew Sheets: Yeah, so I think there are two risks, and you know, we alluded to one of them early on in this conversation – would be just that growth is weaker than we expect. Usually when the unemployment rate is rising, that's a pretty bad time to be in credit. The unemployment rate is rising. Now, Morgan Stanley economists think that that rise will be temporary, that it will reverse as we go through 2026. And so, it'll be less of a thing to worry about. But you know, a sign that maybe companies have been holding off on firing, waiting for more tariff clarity, if that doesn't come, then that would be a risk to growth. The other risk to growth is just around this AI-related spending. It is very large and the companies that are doing it are some of the wealthiest companies in the world, and they see this spending potentially as really core to their long-term strategic thinking. And so, if you were to ever have an issuer or a set of issuers who were just less price sensitive, who would keep issuing into the market, even if it was starting to reprice that market and push spreads wider, this might be the group. And so, a scenario where that spending is even larger than we expect, and those issuers are less price sensitive than we expect – that could also drive spreads wider, even if the underlying economic backdrop is somewhat okay. Lisa Shalett: Super. That's probably a great place for us to wrap up. So, I'll hand it back to you, Andrew. Andrew Sheets: Well, great, Lisa, always a pleasure to have this conversation. And, as a reminder for all you listening, if you enjoy Thoughts of the Market, please take a moment to rate and review us wherever you listen, it helps more people find the show. *****Lisa Shalett is a member of Morgan Stanley's Wealth Management Division and is not a member of Morgan Stanley's Research Department. Unless otherwise indicated, her views are her own and may differ from the views of the Morgan Stanley Research Department and from the views of others within Morgan Stanley.
In this episode, Danielle Johnson (Westpac) joins Vibhor Narang and Danielle Sharpe (Standard Chartered) to discuss the impact of the ISO 20022 transition on corporate and bank clients. They explore how multinational corporations and financial institutions are utilising ISO 20022 to revolutionise their operations, highlighting both the opportunities and challenges involved.
In this special 2026 Payments Outlook episode of the Payments Podcast, host Owen McDonald is joined by experts Jeff Feuerstein and Richard Ransom to unpack what corporates can expect in 2026. From rising fraud threats and compliance mandates to the strategic role of payment hubs and embedded payments, this discussion explores how AI, open banking, and advanced analytics will reshape B2B payment security, efficiency, and liquidity management. If you're planning for the future of corporate finance, this is a must-listen.
A billion-euro bet on Europe's most uncertain frontiers: climate, deep tech, and industrial transformation. Can government-backed funds catalyze global champions—or do they risk crowding out private capital?Dr. Elisabeth Schrey leads the Deep Tech & Climate Fonds (DTCF), a €1B investment vehicle co-financed by Germany's Future Fund and ERP Special Fund. From Munich to Berlin to Brussels, she's navigating the hardest question in European venture: how to deploy government capital without distorting markets.Together, we explore how DTCF is shaping Europe's growth-stage landscape, what it takes to invest in policy-fragile verticals like hydrogen and climate tech, and why Europe's future industrial champions may depend on funds like this.Here's what's covered:01:47 Why Elisabeth Took the Helm at DTCF (and What Gap It Fills)03:32 The Co-Investment Model: Benefits, Limits, and Founder Experience05:38 Crowding Out or Catalyzing? Steelmanning the Public Capital Debate07:21 When DTCF Steps Aside—and When It Competes for Deals09:54 Walking the Tightrope: Returns, Ecosystem Support, and Incentives14:36 Thinking Ahead: Could DTCF's Next Fund Be Purely Financial?15:42 The Scale Up Europe Fund vs. DTCF: Complement or Competition?17:18 Investing in Policy-Fragile Sectors Without Betting on Subsidies20:38 Defining “Readiness to Scale” in Uncertain Markets22:28 Avoiding the Subsidy Trap: Building Models That Work Without Support25:03 Climate & Hydrogen: Placing Bets Before the Hype27:36 Tech Waiting for the Market vs. Market Waiting for Tech29:06 Expanding the Portfolio: Semiconductors, Robotics, Cybersecurity31:27 Munich vs. Berlin: Why Munich Has Emerged as a Hardware Hub32:53 Corporates in Venture: Buffer, Booster, or Bottleneck?34:38 What Founders Need: Senior Hires & Serious Cashflow Models36:04 What Investors Get: Policy Links, Due Diligence, Deep Tech Edge38:22 Advice for Emerging VCs & Policymakers: Where the Next Gap Lies
SummaryIn this episode of the In/organic Podcast, co-host Christian Hassold shares insights from the KPMG Technology M&A Conference, discussing the current landscape of mergers and acquisitions, particularly in the tech sector. In this episode, Christian shares highlights from the conference, including the pervasive influence of AI on M&A decisions, the challenges and opportunities presented by the AI investing landscape, and the importance of creative deal structures in navigating the current market dynamics. The episode also covers the “operator's dilemma” faced by CEOs - that is, the rise in peer pressure to do M&A, and what are the best practices are from leading strategics. Finally, Hassold provides an overview of current B2B SaaS deal activity and market trends based on Pitchbook data.TakeawaysThe KPMG M&A Conference provided valuable insights into current market dynamics.AI is a major factor influencing M&A decisions and strategies.VCs are increasingly making investments in AI startups without getting governance rights, and not always checking the underlying economics of the businessThe operator's dilemma highlights the challenges that CEOs face in mergers and acquisitions (M&A).Corporate development roles are seeing a significant increase in demand.Top CEOs simplify their M&A strategies to focus on core problems.Deal activity in the tech sector is on the rise, indicating a healthy market.Earnouts are becoming a significant component of deal structures.Chapters00:00 Introduction and Context of the Episode02:50 Insights from the KPMG M&A and Tech Conference06:04 AI's Pervasive Influence on Tech and M&A08:54 The AI Investing Landscape11:40 Deal Structures Sparking Innovation16:42 The Operator's Dilemma in M&A21:48 Corporate Development and Deal Activity24:38 Priorities in M&A for Corporates vs. Private Equity29:19 Case Studies of Successful M&A Strategies32:59 Market Update on Deal Activity and EarnoutsConnect with Christian and AyeletAyelet's LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/Christian's LinkedIn: https://www.linkedin.com/in/hassold/Web: https://www.inorganicpodcast.coIn/organic on YouTube: https://www.youtube.com/@InorganicPodcast/featuredEpisode ReferencesKPMG M&A Conference AgendaKPMG 2025 Deal Market Study (buyer priorities)Kirkland & Ellis M&A Bring Down Report 2025 (earnout data) Hosted on Acast. See acast.com/privacy for more information.
Can you build a modern Nation on the collaboration between the best startup entrepreneurs, private capital and corporate executives? What happens when startups stop chasing hype and start solving real societal problems? In this episode of Entrepreneurial Thinkers, Rob sits down with long time Chilean innovation leader, Rocio Fonseca, Co-founder of Drei Ventures, to explore how Chile is becoming a hotbed for innovation with purpose. They discuss the evolving startup scene, why legacy matters more than ever, and how connecting bold entrepreneurs with forward-thinking corporations is changing the game. Rocio brings raw insight, practical wisdom, and a powerful vision for a more sustainable entrepreneurial future.Feel free to follow and engage with ROCIO here:LinkedIn: https://www.linkedin.com/in/rociofonseca/Instagram: https://www.instagram.com/rociofonsecach/Website: https://drei.ventures/We're so grateful to you, our growing audience of entrepreneurs, investors and community leaders interested in the human stories of the Entrepreneurial Thinkers behind entrepreneurial economies worldwide.As always we hope you enjoy each episode and Like, Follow, Subscribe or share with your friends. You can find our shows here, and our new Video Podcast, at “Entrepreneurial Thinkers” channel on YouTube. Plug in, relax and enjoy inspiring, educational and empowering conversations between Rob and our guests.¡Cheers y gracias!,Entrepreneurial Thinkers Team.Chapters00:00 Introduction to Entrepreneurial Thinkers02:59 The Entrepreneurial Economy in Chile05:47 Opportunities and Challenges in Chile's Startup Ecosystem08:48 The Role of Corporations in Innovation11:56 Cross-Industry Innovations and Trends14:58 Obstacles to Growth in Chile's Entrepreneurial Landscape17:57 Cultural Barriers and Social Capital20:53 The Impact of Government on Entrepreneurship23:49 Globalization vs. Nationalism in Latin America26:51 The Future of Innovation in Chile33:16 Navigating Public Sector Funding Risks35:43 Transitioning to Dre Ventures39:40 Connecting Corporations and Startups44:45 Vision for the Future of Dre Ventures48:41 Challenging Gender Dynamics in Corporate Culture51:37 Personal Innovation and Lifelong Learning55:30 Legacy and Results in Corporate Leadership
Episode overview: Prince Nwadeyi spent years providing market research that unlocked South Africa's R600 billion (~USD 34.4 billion) informal economy for blue-chip clients. The likes of Swiss Re, Liberty, NASPERS all wanted the insights. Few wanted the execution risk. In conversation with Andile Masuku, Nwadeyi explains why his holding company SAG Ventures stopped selling insights and started building businesses. From Mustard Finance Group (formerly Setana Capital) providing working capital to township spaza shops (micro convenience stores), to Purchase Pal embedding funeral cover into everyday groceries, Nwadeyi's ventures share a common thread: aligning incentives across entire value chains whilst playing a longer game than quarterly-focused corporates can stomach. His journey from UCT postgrad researcher to operator deploying millions in credit with a claimed 99.9% repayment rate offers a masterclass in strategic patience and the power of granular consumer understanding. Key insights: - On why insights alone don't create impact: "We realised that some of the executives were not willing to take the risk, not for any risk of their own, but really just how the incentive structure set up within corporate." Nwadeyi discovered that knowing differently doesn't translate to acting differently when bonuses hang in the balance. The solution? Stop asking permission and build the innovation yourself. - On aligning incentives to unlock impossible markets: Working capital finance to informal retailers seemed impossible until Nwadeyi mapped the ecosystem. Wholesalers wanted more sales but couldn't offer credit. They did have transaction data. "Can we build a technology solution that interprets that data at scale to enable unique insight that traditional finance institutions don't have access to?" The result: finance the stock purchase to the wholesaler, the SME repays over 14 days, everyone wins. One of their spaza shop clients recently scaled from one store to three and bought her first house for R1 million (~USD 57,400) cash. - On thinking in decades whilst executing in months: "You don't have to think in days. You have to think in decades." Purchase Pal (what Nwadeyi claims to be "the world's first FMCG-embedded funeral insurance") represents one piece of a five-year strategy spanning multiple financial services verticals. The long game enables patient execution whilst maintaining corporate relevance. "What's my exit point? What's my entry point? Am I wanting to build this alongside?" - On why research beats assumptions every time: A tearful interview during his MPhil research - a woman describing the humiliation of borrowing money to bury her mother whilst neighbours gossiped about her poverty - sparked the Purchase Pal concept. "What if we could unlock quote unquote, what I call, no cost insurance?" Years of ethnographic research revealed the margin structure in FMCG goods, the cost burden of traditional insurance intermediation, and the customer stickiness problem facing consumer goods manufacturers. Research made the impossible obvious. Notable moment: The pivot from consultant to operator: Walking through a Cape Flats township, Nwadeyi's co-founder encountered a spaza shop owner struggling for financing. "All I ever wanted to do is to feed myself, feed my family or feed my business." That human story, repeated across thousands of township retailers, shifted SAG from insight provider to solution builder. Traditional finance wouldn't touch these operators. Nwadeyi's team reportedly deployed over R100 million (~USD 5.7 million) and achieved 99.9% repayment rates. Image credit: SAG Ventures
As we enter the planning season, we consider why business planning in the commodity sector is so challenging. And how uncertainty and a more volatile world has made it even more so? What can organizations do to build in resiliency and flexibility into planning and what tools are available to better manage the downsides and also capture opportunities? Our guest is Savvas Manousos. Savas has spent a long career building and running trading platforms and is now a partner at Enco Insights, a global advisory network dedicated to energy and commodities. As an Enco Insight Partner, Savas and his colleagues are supporting Corporates and Strategics around the world, build, develop and implement plans big and small to meet the challenges of the commodity sector today. Enco Insights provides senior energy & natural resources advisors for short to long -term engagements to the private equity world, the legal world and of course corporates when the stakes are high and the insight matters.Visit www.encoinsights.com for more on their offering