Podcasts about CSL

ASX 200 fell 24 points to 8807 (0.3%) to be up 1.7% for the week. Not too shabby. As usual it was the perennial war between banks and resources. Banks down with CBA slipping %, results next week and the Big Bank Basket down to $279.64 (-0.8%). Insurers walloped, QBE down 8.8% on poor results. SUN off 3.2% and IAG sliding 2.7%. Other financials falling hard too GQG down 14.6% on FUM levels falling and performance lagging, HUB dropped 2.0% and PNI took a break, down 5.3%. REITs flat, healthcare slid, CSL running into reality, down 1.8% and PME falling 3.6% as TLX continued to drift lower. Industrials too fell, REA down 1.1% and ALL off 1.8% with LNW falling 11.2% on plans to delist from Nasdaq. Tech fell, XRO down 1.4% and 360 dropping 4.2% with the All Tech Index down 0.7%.Resources were bid, Iron ore a lithium together with gold miners in the green. BHP up 0.9% with FMG rising 1.8%. NST bounced another 4.0% with NEM cruising 2.2% higher, LYC jumped 3.8% and PLS up 9.0%, buyers cover shorts as lithium pricing recovered. LTR returned from a mega upsized raise of $316m with the Chinese taking a slice and the Australian government, the stock unchanged. Coal stocks better, NHC up 2.5% and WHC rising 3.1%. Uranium stocks slightly firmer. PBH up 4.6% as its board recommended Mixi's offer.In corporate news, IRE bounced 12.2% on takeover approach from Blackstone at 1050c, QBE massacred, XYZ showed a clean pair of heels on a good result, NCK too better by 6.9% on numbers.Nothing on the economic front locally. Asian markets mixed, Japan up 1.7% to new highs. China modestly lower and HK falling 1.0%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 stormed higher to finish up 73 points or 0.8%. New record high. Up 2% in the last two sessions as every major sector save for Utilities finished in the green. Resources and Energy led thanks to a broad-based rally across all major commodities. Iron ore, copper, gold, uranium, oil stocks all running hot. Gold best despite bullion falling 0.4%. Stronger USD to blame. Lithium mixed as some profit taking crept in.Discretionary Stocks followed. Resuming their recent uptrend. Two big up days now on the trot. WES and ALL up 1.6% and 1.9%. JBH down 1.3%. Breaking its six-day win streak. REITs strong as CWL, CIP and BWP all reported. CIP best up 3.4%. Banks in the mid-pack thanks to the CBA up 1%. ANZ missed out only rising 0.1%. MQG (+0.5%) still going sideways. Tech similar despite the weak Nasdaq lead. Health Care up 0.55%. CSL (+0.9%) and PME (+1.1%) both up while RMD (-1.5%) took a break. NAN rose 4.6% on FDA approval news while TLX (+0.3%) failed to bounce despite brokers saying enough is enough.REA finished up 6.9% on full year results. Best in the Top 100 with NWS (+5.1%) close behind. Reporting earnings up 14%. PNI shot up 9.5% on excellent FUM numbers. Best in the Top 200. Dow futures up 0.4%. Nasdaq up 0.3%. Bond yields up since the open. China slightly higher while Japan is up 1%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

As the world's largest biotech partnering event took place in Boston in June, MTPConnect was there introducing an Australian delegation to the Boston ecosystem, hosting business events to drive international collaborations and leading the Australian Pavilion to highlight Australia's fast-growing life sciences sector to the international biotech industry.Our CEO Stuart Dignam was on the ground to find out why people are making the trip to BIO and what the buzz is all about. In this episode, Stuart speaks to Brent Owens, co-founder of Ballarat-based Vitrafy Life Sciences – a company pioneering cryopreservation technology and Brent Barnes, CEO and Manager Director of Adelaide-based Clever Culture Systems - inventor of APAS Independence, an intelligent microbiology culture plate reading technology that is revolutionising pharmaceutical lab work. These Australian start-ups have established a foothold in the US and are looking to expand and navigate the new tariff regime. Stuart also catches up with Professor Chris Molloy from the UK's Medicines Discovery Catapult to get his take on BIO and find out more about the BIOBridge initiative and why collaboration is key to solving the world's health challenges. For the support and partnership, MTPConnect would like to thank the state governments of NSW, Victoria, Queensland, Western Australia and South Australia, and the Department of Industry, Science and Resources, Austrade, CSIRO and AusBiotech.And thanks for the industry support from Moderna, Novartis, Australia & New Zealand, Cytiva, Sanofi, Arrotex Pharmaceuticals and Nutromics, and support for MTPConnect's Australian delegation site visit program from CSL and Global Pharma Solutions. 

This episode originally aired on June 7, 2021: This week we're bringing you a documentary where CSL students Brook Kelela and Ashley Krehut explore the significance of outdoor gardens in our communities. Listen in for discussions of food security, food sovereignty, and more!Original broadcast: 5 May 2021Prairie Urban Farm: http://www.prairieurbanfarm.ca/ Veg in YEG: https://veginyeg.ca/ Further listening: Seeds! https://terrainforma.ca/220Urban Beekeeping https://terrainforma.ca/209Indigenous Food Sovereignty: Wild Meat, Wild Stories https://terrainforma.ca/102Program Log ★ Support this podcast ★

The ASX 200 fell hard down 81 points to 8663 (-0.9%) to close the week, pretty much where it started. Banks which had been holding their end up, succumbed to gravity with CBA down 1.6% and NAB falling 1.2% as the Big Bank Basket dropped to $277.82 (-1.3%). MQG fell hard down 1.7% with insurers also under pressure, QBE down 1.3% and SUN off 1.5%. REITs eased back, GMG down 1.5% and SCG off 0.5% with industrials weak across the board. WES fell 0.9% and ALL down 1.2% with patches of green in retail, JBH up 0.8%. FLT bounced back a little up % and QAN up 0.3%. Tech stocks smacked hard, WTC down 2.6% and XRO falling 3.5% with the All-Tech Index down 1.8%. Healthcare hit with CSL down 2.5% on tariff news.  Resources which have been hurtie all week saw some buyers return. Iron ore picked up in Asia, BHP unchanged and FMG up 1.1%. Rare earths saw some buying LYC up 3.3% and MIN up 4.4% in the lithium space. PLS too rallied 4.1%. Gold miners fell, EVN down 0.8% and NEM off 0.5%.  Uranium stocks tried to find some support after the fallout of the BOE downgrade this week. PDN up 0.5% BOE down another 2.0%. Oil and gas flat.  In corporate news, SGR dimmed 16.5% on news that the Brisbane deal was off. RMD up 1.0% on better-than-expected quarterly. SOL and BKW reported with decent dividends and a step closer to a marriage. DOW unchanged despite a new contract and BGL fell 4.3% on production worse than expected. In economic news, local PPI rose 0.7%. NFP tonight from US. 147k is the number.European futures down 0.6%. US Futures Dow down 166 and Nasdaq down 100Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Ron Pevny, founder and director of the Center for Conscious Eldering, shares wisdom on living a fulfilling, purpose-driven second half of life.As today's seniors redefine what it means to age, Conscious Living, Conscious Aging offers wisdom and practical tools for navigating this new chapter with vitality, engagement, and spiritual depth. Pevny introduces Conscious Eldering as a pathway to personal growth, service, and lifelong exploration, helping readers cultivate meaning, navigate life transitions, and embrace their elder years with intention. This conversation will explore how aging can be a time of transformation, contribution, and deep fulfillment.Ron Pevny, M.A., CSL has for forty years been dedicated to assisting people in negotiating life transitions as they create lives of purpose and passion. He is Founding Director of the Center for Conscious Eldering, based in Colorado, which for 20 years has presented workshops and retreats across North America to support people in bringing purpose, growth and commitment to service to their elder years. He is author of Conscious Living, Conscious Aging: Claiming the Gifts of Elderhood, published by Beyond Words/Atria Books in 2014, with a new, 10th Anniversary expanded and updated edition published this past July. Ron is also a Certified Sage-ing® Leader, and has served as the host/interviewer for three Transforming Aging Summits presented by The Shift Network and co-host for the Turning Points interview series presented by Sage-ing International.

The ASX 200 fought back from early losses to close up 7 points at 8705 (0.1%). Healthcare and industrials firmed, CSL up 0.5% and ALL up 0.5% with the banks slightly weaker. CBA down 0.4% and NAB up 1.2%. The Big Bank Basket down to $276.00 (-0.1%). Financials slid with GQG off 3.3% and ASX down 0.6%. ZIP fell 1.3% and REITS drifted lower. VCX off 1.6% and GMG mixed 0.4%. Resources once again weaker, iron ore bucked the trend with BHP up 0.3% and RIO unchanged. Gold miners eased, NEM off 1.3% and EVN down 0.6%. Some wins on quarterlies, OBM up 2.2% on results. Lithium stocks down slightly, LTR off 4.1% as it reported its quarterly. Uranium stocks continued to fallout, BOE down another 5.5% and PDN off 5.8%. Oil and gas better with WDS up 1.6% and STO up 2.1%. Coal stocks eased.In corporate news, VEA tumbled 6.4 as convenience revenue dropped. SFR up 1.6% a better than expected quarterly, LTR fell 4.1% on its report and TAH saw Aware Super exit its stake a few days ago. Asian markets: Japan down 0.9%, HK down 0.9% and China up 0.2%. The ASX 200 10-year yields steady at 4.33%. European markets set to open up 0.3%. US futures slightly higher. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 closed up 31 points to 8698 (0.4%) as banks were back in the driving seat. CBA up 1.2% with the Big Bank Basket up to $276.18 (+0.9%). MQG rallied 1.0% as financials generally found some love. XYZ up 2.8% and MFG doing well, up 4.6%. RPL up 4.1% too. REITs doing well, GMG up 0.5% and SCG rising 0.8%. Industrials also firm, SGH up 2.2% with retail better, WES up 0.6 % and WOW up 0.8%. Tech better, WTC up 0.3% and the All-Tech Index up 1.0%. Healthcare too in demand, CSL up 1.0% on trade deal, RMD rising 1.0%. Old Skool platforms better too, CAR up1.7 % and REA rising 1.3%. Resources were mixed, the shocker from BOE falling 44.0% as it warned on future production. Shorts had a ball in PDN, DYL and lithium stocks tumbled as Asian prices dropped hard. LTR down 8.0% and PLS off 11.7%. Gold miners were mixed, NEM up 4.5% on broker upgrades, the rest in the doldrums, GMD down 1.8% and RMS off 4.4%. Coal stocks also smacked down, WHC and YAL hit hard on a court ruling.In corporate news, WTC has a new CEO, HLO rose 14.1% after an earnings upgrade. BUB too has a new CEO. Nothing on the economic front.Asian markets mixed, Japan down 1%, HK up 0.4% and China up 0.1%. 10-year yields steady at 4.34%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Ep. 322 Going Deeper - Gary Lynn Floyd From the Sunday Service at the Center for Spiritual Living in Redding on 7-27-25

Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma and Biotech world.Roche has dropped an early-stage obesity asset, CT-173, citing lack of competitiveness. Novartis has entered into a drug discovery deal with Matchpoint Therapeutics, acquiring global rights on all molecules for several inflammatory diseases. AstraZeneca claims a Phase III win with its nanobody treatment for myasthenia gravis. Second-quarter earnings season is approaching, and biotechs to watch include Sarepta and others facing challenges in the biopharma industry. Genentech downsizes as priorities shift, and GSK's comeback for Blenrep is on pause as the FDA delays its decision. The FDA's lack of transparency has tarnished Sarepta's reputation after patient deaths triggered an FDA battle. Opportunities in the industry include roles like Quality Specialist at CSL and Clinical Research Physician at Eli Lilly and Company.

The Aussie market slipped on Friday as miners gave back gains and financials dragged, capping a choppy week that saw markets flirt with record highs. Energy outperformed thanks to rising oil prices, while Newmont hit a fresh high and CSL lifted healthcare back into positive territory for the year. AMP pulled back despite strong earlier gains. With inflation data, retail trade, central bank decisions and earnings from Microsoft, Meta and Amazon all ahead, next week is set to be one of the biggest of the year. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Aussie market snapped its winning streak despite a strong US lead, with the ASX200 turning lower after RBA Governor Michele Bullock warned inflation may not fall as quickly as hoped. That cast doubt over an August rate cut, even as markets still expect it. Fortescue jumped on record iron ore shipments, while Bapcor plunged 29% on a profit warning. CSL helped lift healthcare, the only sector in the green, and Macquarie fell on leadership changes. We also cover moves from PEXA, Boss Energy, and Lynas Rare Earths, plus results from Alphabet and Tesla. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

MARKET WRAP: ASX200: down 0.3% to 8,709 GOLD: $3,363 USD/oz BITCOIN: $179,152 CSL advancing 1.5%, to $269.56 Sonic Healthcare and Resmed were also higher. Clarity pharmaceuticals jumped 10% to $4.31 Fortescue's shares rose by 4.3% to $19 after it announced a record volume of iron ore shipments and projected stronger growth. Lynas Rare Earths gained more than 5% to $10.65 Bapcor saw its shares plummet by 28% to $3.66 after it saw weaker sales over the last couple of months. Northern Star Resources dipped by 2.4% Also falling backwards was BHP, Wesfarmers and Macquarie Group AUD/USD: 66.2 US Cents AUD/GBP: 48.9 British Pence AUD/EUR: 56 Euro Cents AUD/JPY: 97 Yen AUD/NZD: $1.09 NZSee omnystudio.com/listener for privacy information.

The ASX 200 drifted 28 points lower to 8709 (-0.3%) as Michele Bullock's lunch time speech partly dashed rate cut hopes for August. Banks flat with CBA unchanged and the Big Bank Basket at $274.86 (+0.2%). MQG had a nasty day as its AGM saw selling down 5.1% as the CFO retired and earnings softened. Other financials also under a little pressure, CGF down 2.9% and QBE off 1.2%. ZIP had a good day up 4.7%. REITs slid on higher rates, GMG down 0.8% and GPT off 1.2%. Industrials pretty flat too. Tech eased back, XRO down 1.2% and TNE off 2.3%. CPU dropped 3.3% with BXB falling 1.5%. TLS also slipping away with healthcare stocks remaining firm, CSL up 1.5% again.Resources mixed, LYC up 5.0% on a JV as MIN gained 4.7% on lithium buying and LTR turned from early losses to close up 3.2%. FMG production numbers were solid, pulling out of hydrogen also a positive up 4.3%. Gold miners lid, NST down 2.4% and EVN off 2.7%. Uranium mixed, BOE fell 6.4% on resignation of CEO, PDN recovered slightly. Coal saw sellers back.In corporate news, BAP was punished for a triple whammy of director resignations, bad debts and earnings downgrade, finishing down 28.4%. DRO fell 5.9% after another order win, CMM off 3.4% as it bid for WA8. In economic news, Bullock's speech trimmed rate cut hopes. Asian markets solid. Japan up 1.9% on trade deal relief. HK up 0.4%. China up 0.4%. 10-year yields up to 4.37%. US futures mixed.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 closes up 60points at a record high of 8737 (0.7%). Resources firm but not charging, iron ore coming off the boil slightly, BHP up 0.8% with FMG up 2.3%. Gold miners were better, NEM up 1.9% and EVN rising a more modest 0.9%. S32 rallied 3.0% with ILU also doing well on production numbers, up 4.1%. Lithium stocks slipped with PLS down 2.4% and LTR off 3.6%. Oil and gas mixed, WDS up 1.5% on production numbers, STO down 0.8% and coal stocks soaring, WHC up 6.5% and NHC up 2.1%. Uranium under pressure with PDN down 11.3% on production report. Banks found buyers, CBA up 0.5% and ANZ outperforming again up 2.5% with the Big Bank Basket up to $274.18 (+0.8%). Financials firmed, ASX up 1.3% and insurers better, AMP saw profit taking off 1.8%. REITs firmed, healthcare better, CSL back in the green up 0.6% and RHC rising 3.2% with TLX getting whacked 15.1% on SEC inquiry. Industrials firm across the board, REH up 3.8% and JBH up 1.8% with retailers better, tech mixed, WTC up 0.8% and the All-Tech Index rose 0.3%. In corporate news, VUL rallied 3.7% on funding news, ALD rose 3.3% on resilient NZ earnings. Nothing on the economic front locally. Japanese trade deal in focus. Asian markets mixed. Japan up 3.9% on trade deal. HK up 1.4%. China up 0.6%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 finished up 9 points to 8677 as the initial rally fizzled out. More the sellers turned up in spades for the banking sector again. CBA crushed 3.1% with the Big Bank Basket down to $272.11 (-2.6%), under serious pressure again as the money flowed to resources. BHP up 2.6% and RIO charging ahead up 3.4%. Gold miners also back in demand, NST up 1.3% and NEM rising 2.8%. Lithium stocks on pause as were rare earths, LYC down 0.1% and graphite stocks taking a breather. SYR fell 9.3% and NVX off 0.8%. Oil flat and uranium falling a little. The industrials were flat, WES off 0.8% and BXB down 0.9% with SGH putting on the Ritz up 1.3%. Healthcare doing well as CSL hit a 4-month high, up 3.4% with PME up 2.1%. REITs firmed, tech better, XRO up 0.6% after SPP pricing period finishes, WTC up 1.4% and the All-Tech Index up 0.2%. In corporate news, IFL rose 12.2% as CC Capital agreed a 480c cash scheme. PPT up 0.7% on restructure plans.In economic news, RBA minutes continued to show caution and gradual moves.  Consumer confidence fell 0.2% last week to 86.3 points, according to the ANZ-Roy Morgan Consumer Confidence index, as households were less optimistic about financial conditions.Asian markets mixed, Japan down 0.3% after holiday. HK up 0.5%. China up 0.8%.10-year yield eases to 4.30%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Applied to 50+ UX or Product jobs & still no interviews or offers? Get UX job search help.Welcome to the Career Strategy Podcast with Sarah Doody, a UX Designer & UX Researcher with 20 years of experience who founded the UX job search accelerator, Career Strategy Lab. She's been doing UX career coaching since 2017.Follow Sarah on: LinkedIn | YouTube | InstagramTired of vague AI tools that spit out generic resume rewrites and surface-level portfolio tips? Meet the smarter alternative.In this episode, Sarah shares the behind-the-scenes strategy behind Sage—the AI agent exclusively available inside Career Strategy Lab—and why it's already helping job seekers finish their resumes, portfolios, and LinkedIn profiles faster without sacrificing clarity or confidence.You'll learn why this tool is more than just a shortcut—it's a UX-informed, coach-trained experience designed to get you unstuck and back into momentum, 24/7.What You'll Learn in This Episode:✔️ The two problems most UX job seekers face: info overload + execution overwhelm✔️ Why most AI job search tools fail (and how Sage is different)✔️ How Sage is trained on CSL's proven curriculum and thousands of real conversations✔️ Why context-specific feedback beats ChatGPT every time✔️ How CSL members are using Sage to move faster and stop second-guessing✔️ The one mindset shift that will help you use AI effectively in your careerTimestamps:00:00 Introduction and Common Job Search Struggles00:46 Introducing Career Strategy Lab's AI Tools02:01 Why UX Professionals Struggle in Job Searches02:39 The Problems Our AI Tools Aim to Solve06:53 How Our AI Tools Work13:58 Demo of Sage, Our AI Agent27:51 Benefits of Using Sage29:36 Conclusion and Call to Action

Ep. 321 Honoring - Rev. Sue MillerBorn From the Sunday Service at the Center for Spiritual Living in Redding on 7-20-25

Wall Street closed mixed on Friday following reports President Trump pushed for greater tariffs on the European region. The Dow jones fell 0.32% on Friday, the S&P500 lost just 0.01% and the tech-heavy Nasdaq ended the day up 0.05%. Reports suggest Trump is demanding a minimum tariff between 15-20% from the EU ahead of the August 1 tariff implementation date. Consumer sentiment in the U.S. also out on Friday though suggests confidence levels are up 1.8% in the latest reading, indicating tariff-induced inflation fears are easing. We have started receiving first half earnings results in the U.S. and Netflix shares fell 5% on Friday after the streaming giant reported its operating margin will be lower in the second half of this FY.Across the European region on Friday, markets closed mixed as investors digested the latest tariff threats on the region. Germany's DAX fell 0.33%, the French CAC rose 0.01% and, in the UK, the FTSE100 ended the day up 0.22%.The Asia region also ended Friday's session mixed with China's CSI index rising 0.6%, while Hong Kong's Hang Seng gained 1.33%, South Korea's Kospi index lost 0.13%, and Japan's Nikkei ended the day down 0.21%.The ASX200 posted a 2.1% gain for the week in its best week since May and ended the week with a fresh record high driven by market heavyweights like CSL (ASX:CSL) and BHP (ASX:BHP) jumping over 3% each. Mesoblast (ASX:MSB) rocketed over 34% on Friday after reporting strong early sales of Ryoncil in the first few months of its availability on market.Virgin Australia (ASX:VGN) also gained almost 2% after UBS initiated coverage of the airline with a buy rating.Most traded securities:The most traded investments by our clients on Friday were led by Wesfarmers (ASX:WES)BHP (ASX:BHP)ANZ (ASX:ANZ) What to watch today:On the commodities front this morning oil is trading 0.36% lower at US$67.30/barrel, gold is up 0.32% at US$3349/ounce and iron ore is up 0.04% at US$97.22/tonne.The Aussie dollar has strengthened against the greenback to buy 65.18 US cents, 96.43 Japanese yen, 48.52 British pence and 1 New Zealand dollar and 9 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the day down 0.56%.Trading ideas:Bell Potter has raised the 12-month price target on Mesoblast (ASX:MSB) from $3.40 to $3.50 and maintain a speculative buy rating on the pharmaceutical company following the release of the company's latest cashflow update including US$13.2m in gross sales from Ryoncil for the period of 28 March to 30 June 2025. The major catalysts include revenue expansion from Ryoncil and the unrecognised value of a likely Accelerated Approval for Revascor in late-stage heart failure in CY26.And Trading Central has identified a bullish signal on CSL (ASX:CSL) following the formation of a pattern over a period of 53-days which is roughly the same amount of time the share price may rise from the close of $257.38 to the range of $268 to $272 according to standard principles of technical analysis.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX hits new record CSL, BHP lead the way Chalmers warning Netflix success Crypto boost Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX hits new record CSL, BHP lead the way Chalmers warning Netflix success Crypto boost Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The ASX 200 exploded 118 points higher to 8757 (1.4%) as banks and resources caught a wave of buying. BHP production numbers, coupled with iron ore gains in Asia, helped the Big Australian up 3.0%. RIO up 1.8% with FMG lagging only up 0.5%.  Lithium and graphite stocks flew, LTR up 10.1% and PLS rallying another 8.6%, with MIN up 4.8% and ILU rising 5.0%. Graphite stocks were in demand, SYR up 25.9%, and TLG up 10.0%. Gold miners found some love late in the day, NST up% % with EVN rising % but uranium stocks dipping slightly. Industrials firmed across the board, WES up 1.4% with TCL up 0.9% and SGH rising 3.0%. Healthcare is too in demand, CSL rallying 3.6% on a broker report, and MSB is living up to its name on revenue, up 34.6%. Tech stocks are better, WTC up 1.2%, and XRO rising 1.0%. Banks, as usual, didn't want to miss out. CBA up 0.9% with WBC rising 1.8% and MQG up 1.3%. The Big Bank Basket up to $286.78 (+1.1%). Financials are also in demand, IFL is better by 5.8% on reports that a deal is close. Insurers rose, REITS better, GMG up 1.5%, and SGP up 0.9%.In corporate news, ALX fell 0.4% on US supreme court news, FBU rose 3.0% on a business update. Nothing on the economic front local.Asian markets mixed, Japan down 0.2% ahead of weekend election, HK up 0.8% and China up 0.4%. 10-year yields steady at 4.33%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fell 69 points to 8562 after a record yesterday. Banks were weak on proposed RBA charges changes, CBA off % with the Big Bank Basket down to $279.26 (-1.5%) NAB under extra pressure on CEO issues, down 3.4%. Financials generally eased back, MQG off 0.8% and insurers down, QBE off 1.0%. REITs too under pressure with GMG down 0.2% and SCG falling 0.5%. Healthcare mixed, CSL fell 1.3% on US tariff issues on pharmas, PME up 1.7% and FPH slightly firmer. Industrials mostly lower, TCL off 0.7%, ALL down 1.7% and WOW and COL easing back as did TLS. Utilities pulled back as ORG fell 1.1% and AGL down 0.8%. Tech gained, WTC up 0.6%.In resources, it was all about rare and critical metals. News of Apple's investment rocked the sector to the core, with good gains across the board. ILU rose 4.3% with LYC flat, even ARU rose 4.9% with MEI up 14.3%. Gold miners fell on NEM news, quarterlies doing nothing to help on profit taking after rises yesterday. NST falling 2.2% EVN down 2.3% on quarterly and WAF down 3.4%. Lithium stocks held up relatively well. BHP down 0.7% despite iron ore hitting $100 in Singapore. Uranium stocks up again, PDN up 3.3% and BOE up 3.3%. Oil and gas flat.In corporate news, LLC fell 1.7% on a luxury development news. RIO up 0.2% on quarterly and CEO change.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The Aussie sharemarket surged today, coming within just seven points of a record high. All sectors except mining finished in positive territory, with tech stocks and CSL helping lead the gains. Laura and Stevie unpack a raft of Chinese economic data, including GDP figures that slightly beat expectations, and preview a busy 24 hours ahead with key US inflation data and major bank earnings due. Plus, we look at a few notable movers from today's session - Lifestyle Communities, Paladin, Tyro, HUB24, and oOh!media. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX 200 drove 60 points higher at a new record of 8630 (+0.7%). Banks rallied with the Big Bank Basket up to $283.45 (+0.5%). Other financials also in demand, MQG up 1.4% and ASX up 0.9% with insurers rising, QBE up 1.2% and MPL rallying 1.0%. REITs back in demand, GMG up 1.1% with SCG rising 0.5%. Healthcare too doing well, CSL leading the charge, up 3.8% with RMD up 0.7% and PME putting on 2.4%. Industrials firmed reversing yesterday's losses, BXB up 0.9% and QAN rising 1.6%. Retail mixed, LOV up 2.0% but other slipping. Gaming stocks better, ALL up 1.2%. Tech sector a standout with WTC up 1.8% and XRO bouncing 1.1%. The All Tech Index up 1.8%.Defence stocks continue to soar, DRO up 14.8%. In resources, a mixed picture BHP, RIO and FMG all falling around 1% on iron ore slipping. Gold miners were better with NEM up 1.1% and NST up 1.5%. Lithium stocks depressed, PLS down 4.6% and MIN falling 1.0%. Uranium stocks doing well, PDN up 7.9% on a broker upgrade. Rare earth stocks also in demand. In corporate news, HUB rose to record highs on new FUM inflows. TYR fell 2.7% on RBA moves to cancel fees for consumers.In economic news, Chinese GDP rose to 5.2% higher than expected and local consumer confidence rose. US CPI data tonight. Asian markets mixed with Japan up 0.3%, HK up 0.5% and China down 0.2%. 10-year yields at 4.38%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Applied to 50+ UX or Product jobs & still no interviews or offers? Get UX job search help.Welcome to the Career Strategy Podcast with Sarah Doody, a UX Designer & UX Researcher with 20 years of experience who founded the UX job search accelerator, Career Strategy Lab. She's been doing UX career coaching since 2017.Follow Sarah on: LinkedIn | YouTube | InstagramFeel like you're doing everything “right” and still not getting anywhere? You might be saying yes to too much—and it's slowing you down.In this episode, Sarah shares how one of Steve Jobs' greatest strengths—his ability to say no—has shaped the design of Career Strategy Lab and her own career choices. You'll hear how saying no to shiny objects, distractions, and opportunities that seem exciting on the surface actually leads to deeper results, more momentum, and a better UX for job seekers inside CSL.Whether you're applying to every job that pops up, overcommitting to upskilling, or trying to be everything to everyone, this episode is a reminder that focus is a strategy—and saying no is a skill.What You'll Learn in This Episode:✔️ What Steve Jobs' product philosophy can teach you about your UX career✔️ How Sarah decides what to say no to in her business—and why it matters✔️ Why not doing “all the things” actually creates better outcomes for clients✔️ The trade-offs you're making every time you say yes✔️ How saying no led to CSL's newest AI tool + all-in-one experience✔️ 3 reflection questions to help you narrow your focus and move forwardTimestamps:01:50 Steve Jobs' Focus Strategy03:55 Applying Focus in My Career08:01 The Importance of Specialization11:47 Real-Life Examples of Saying No13:28 The Ripple Effect of Focus17:50 Final Thoughts and Career Advice20:07 Conclusion and How to Connect⭐ Support the show! Leave a rating on Spotify or a review on Apple Podcasts to help more UX professionals find this podcast.

Ep. 320 Breathe - Rev. Sue MillerBorn From the Sunday Service at the Center for Spiritual Living in Redding on 7-13-25

The RBA held rates steady this week, surprising markets but aligning with its wait-and-see approach ahead of upcoming CPI data. Meanwhile globally, Trump confirmed tariffs will rise from August 1, sparking volatility across the markets. On one hand, copper jumped on news of a 50% US import tariff, with traders rushing to reroute shipments. However, the prospect of a 200% tariff on imported drugs has rattled healthcare producers, with CSL advocating for targeted measures over blanket tariffs to avoid disrupting global supply chains.In this week's wrap, Grady covers:(0:10): the RBA's shock rate hold and future outlook(1:13): Trump's August 1 tariff date and how the market reacted(2:02): the impact of fresh tariff threats on the copper and healthcare sectors(4:38): how the market performed this week so far(5:20): the best and worst performing stocks and ETFs this week(5:48): economic news items to look out for.

The ASX 200 drifted 9 points lower to 8580 (0.1%) as we wait and see what the weekend brings on tariff news. Banks eased back with CBA down 0.5% with the Big Bank Basket down to $283.17 (). MQG fell 1.5% and insurers also under pressure. REITS slipped, GMG down 1.8% with SCG off 1.3% as yields rose to 4.33%. Healthcare eased, CSL down another 0.6% with FPH falling 1.7%. Industrials also on the wane with WES down 0.7% and ALL down 1.1% with the techs under pressure too. XRO falling again by 1.5%. Retailers in trouble too, JBH down 2.1% and LOV down 2.5%. The bright spot was resources. Iron ore and rare earths. BHP up 2.8% as iron ore prices rose again, RIO up 2.3% with LYC up 16.7% and ILU flying 22.9% on US Pentagon news on MP Materials. Lithium stocks also doing well, LTR up 1.3% and PLS rising 1.6% with MIN storming 7.8% ahead. Gold miners sagged, NST continued its drop, down 2.2% and EVN off 1.5%. STO fell 0.9% on broker research on bid, coal better, WHC up 2.7% and uranium flat.In corporate news, JLG rallied 22.6% on news that PE is bidding 400c in a scheme. VNT fell 1.9% on a new fibre upgrade contract. ASM jumped 8.4% on a scoping study for Dubbo project. Nothing on the economic front. Asian markets were mixed, with Japan up 0.1%, HK up 1.5% and China up 0.7%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

SBS Finance Editor Ricardo Gonçalves speaks with Darren Thompson from Equity Trustees about the day's sharemarket action including Nvidia's record run and CSL's response to Trump's proposed tariffs; plus Stephanie Youssef finds out why rental price growth is stalling with Nicola Powell from Domain.

¡Como me gusta este podcast! ¡Como me gustan estos coches! Excesivos, brutales… sencillamente son, para mí, los coches de competición en circuito más espectaculares de la historia. Fruto de un reglamento poco restrictivo… no como los de ahora… Si conoces los “Silueta” te va a interesar mucho este video, pero si nos los conoces… ¡te va a interesar más! Te lo prometo. Lo primero que hay que hacer, porque quizás alguno no lo sepa, es responder a esta pregunta: ¿Qué es un coche “silueta”? Lo primero que hay que decir es que los “silueta” son coches del entonces llamado Grupo 5, pero no todos los grupo 5 son coches de la categoría “silueta”. Los Grupo 5 nacieron en 1966 e inicialmente eran coches nacidos para la competición. Te pongo algunos ejemplos: Alfa Romeo TT33TT/12, Alpine Renault A442, Ford GT40, Ferrari 512 M/S, Matra Simca MS670 o Porsche 917 por citar unos ejemplos… coches preciosos y que, seguro, merecen otro video para ellos. Pero en 1976 y hasta 1982, época de mi adolescencia y juventud, nace la cuarta y última generación del Grupo 5 y estos son los “silueta”. La FIA creó esta categoría para coches derivados de la calle, pero ampliamente, yo diría que muy ampliamente, modificados. La federación exigía que el capó, parabrisas, puertas completas y techo fueran los mismos que en el coche original. Pero lo demás, incluidos los pasos de rueda y la parte posterior era libre. El motor debía contar con el bloque motor original y en la posición original. Es decir, no podías hacer un 911 con motor delantero, pero sí ponerlo más bajo o más adelantado y prepararlo a fondo, incluso aumentando la cilindrada o añadiendo “turbos” a placer siempre que el bloque fuese original. Lo mismo sucedía con la suspensión, debía ser de igual sistema, pero de diseño y componentes libres. Había exigencias en cuanto a normas de seguridad, pesos mínimos y dimensiones, pero en general las normas eran muy “laxas” y ello dio lugar a verdaderos monstruos de la competición… ¿Qué no te lo crees? Vamos a ver unos cuantos… 1. BMW 3.0 CSL (1972). Uno de los primeros trabajos del departamento M fue la fabricación de un coupé de la serie E9 para ser preparado para competición. 2. Lancia Stratos Turbo (1976). Terminada su etapa en los Rallyes el Stratos tuvo una segunda oportunidad en los circuitos de la mano del reglamento de los silueta… pero no tan exitosa. 3. Chevrolet Corvette Greenwood (1976). He elegido de este modelo la versión denominada “Spirit of Le Mans 1976”. Este coche, como un Ferrari que veremos más adelante, participaba dentro de una categoría de la norteamericana IMSA. 4. Porsche 911-935 (1976). Uno de los “silueta” por excelencia. Y en el caso concreto del 911-935 de nominado “Moby Dick” probablemente el más brutal de todos y al que dedicamos un video completo titulado “Moby Dick: el Porsche Turbo más brutal” que te animo a que lo veas. 5. BMW 320i Turbo (1977). El CSL era demasiado grande y demasiado antiguo así que BMW pensó en un más manejable serie 3, pero eso sí, con turbo y una potencia que según algunas fuentes llegaron a los 900 CV… 6. Ferrari 512 BB LM (1977). Este coche corrió Le Mans encuadrado en la categoría norteamericana IMSA… que fue prohibida en esta prueba en 1983. 7. Toyota Celica LB Turbo (1977). El apoyo de Toyota Alemania al preparador, muy prestigioso, Schnitzer, hizo posible que naciese este modelo que declaraba 560 CV para un peso claramente por debajo de los 900 kg. 8. Ford Capri Turbo Zakspeed (1978). Ford quiso competir en la categoría “hasta 2 litros” del Grupo 5 “siluetas” y para ello encargó al prestigiosos preparados Zakspeed un motor de 1.4 litros para montar en un espectacular y aerodinámico Ford Capri. 9. Lancia Beta Montecarlo Turbo (1979). Lancia tenía una base excelente, como era el coupé Montecarlo con dos plazas y motor central, para crear un silueta destinada al Grupo 5 de la FIA. 10. Mazda RX-7 252i (1979). El grupo 5 “Silueta” tuvo continuidad en Japón una vez acabada su vida en Europa, en el Campeonado del Mundo FIA. Y hubo muchos coches japoneses preparados bajo este reglamento. Conclusión. Siempre digo lo mismo: Los reglamentos actuales son tan estrictos y tan detallados que dejan poco a la imaginación… antes no era así y eso producía coches como estos, como los Grupo B, como los prototipos y Formula 1 de los años 70 y 80.

The market has reversed the losses of yesterday and is on track for the best day in more than two weeks. Laura is solo to reflect on the session where the financial sector has performed well as have real estate stocks rebounding from the recent losses after th interest rate hold decision. Lifestyle Communities continued to gain attention, as did Netwealth, and Trump’s potential 200% pharmaceutical tariff saw CSL lose ground. NVIDIA hit milestones and Laura looks to the day ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Universities and artists to lose funding under new antisemitism plan, CSL chair urges Albanese to tweak PBS to dodge Trump’s pharma tariffs. Plus, European court finds Russia responsible for downing flight MH17 over Ukraine.See omnystudio.com/listener for privacy information.

SBS Finance Editor Ricardo Gonçalves speaks with Darren Thompson from Equity Trustees about the day's sharemarket action including Nvidia's record run and CSL's response to Trump's proposed tariffs; plus Stephanie Youssef finds out why rental price growth is stalling with Nicola Powell from Domain.

The government is under pressure to do a deal after Donald Trump flagged possible sweeping new tariffs on pharmaceuticals. Our expert unpacks the latest from Trump’s trade war. Find out more about The Front podcast here. You can read about this story and more on The Australian's website or on The Australian’s app. This episode of The Front is presented and produced by Kristen Amiet, and edited by Lia Tsamoglou. Our regular host is Claire Harvey and our team includes Tiffany Dimmack, Joshua Burton, Stephanie Coombes and Jasper Leak, who also composed our music. See omnystudio.com/listener for privacy information.

The ASX 200 fell 52 points to 8539 (0.6%) as losses accelerated in the afternoon. Banks helped relatively firm with CBA losing only % with the Big Bank Basket down to $281.96 (-0.1%). MQG dropped 2.5% and insurers losing steam, SUN down 0.8% and IAG off 1.2%. Healthcare under pressure, CSL down 0.9% on US tariff moves, SIG fell 3.3% and TLX bucked the trend rising 5.6% on good US code news. REITS stumbled lower as yields rose, GMG down 2.6% and SGP off 1.5%. Industrials also eased back, TCL down 0.9% with BXB off 0.6% and SGH falling 1.1%. Retail a little better and tech easing back. In resources, gold miners got walloped as AUD bullion prices staggered lower, NST fell 3.4% with EVN off 7.0% and GMD down 5.6%. The big iron ore miners slipped, BHP down 1.0% and RIO down 0.6%. Lithium stocks better, PLS up 1.7% and LTR rising 5.6%. Oil and gas stocks a little better, coal too and uranium falling hard, PDN down 8.3% and BOE off 7.6%.In corporate news, LIC crashed 37.3% on the recent court ruling. TLX jumped on Gozellix news. Nothing locally on the economic front. In China, PPI fell more than forecast. Asian markets mixed with five new IPOs listing today in HK. 10-year yields jumped to 4.34%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor. 

Thursday 10 July 2025 BHP, Rio Tinto, CSL and other Australian companies set to be hit in the latest round of Trump tariffs. And more, including: Qantas says stolen data is yet to be released by hackers. Life insurers warn on what growing mental health claims will mean for premiums. The near 1,000 year old Bayeux Tapestry returns home. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, it's all about budgeting. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Ep. 319 Remembering - Rev. Sue MillerBorn From the Sunday Service at the Center for Spiritual Living in Redding on 7-6-25

ASX200: up 0.33%, 8548 GOLD: $3,415 US/ounce BITCOIN: $164,546 The Health Care sector led the way, with stocks up 1.6%, led by CSL, Pro Medicus and Cochlear. James Hardie shares were up 7.1% to $41.70. Brickworks on track to gain in its property division. Shares were up 0.3% to $34.40 Droneshield announced another contract worth $9.7 million, but the company closed the day down more than 4% to $2.28. BHP, Fortescue and Rio Tinto were all down by more than 1%, and also closing lower were Woodside, Xero and Newmont. James Hardie will switch its primary listing to the US as it completes a $14 billion takeover of Azek. See omnystudio.com/listener for privacy information.

Ep. 318 Diversity, Identity, and Belonging - Living Out Loud as the Beloved Community with Robert Ward, RScP From the Sunday Service at the Center for Spiritual Living in Redding on 6-29-25

Ep. 317 And We Are Still Together - Rev. Sue MillerBorn From the Sunday Service at the Center for Spiritual Living in Redding on 6-22-25

Ep. 316 Embrace Your Divine Relationship - Rev. Sue MillerBorn From the Sunday Service at the Center for Spiritual Living in Redding on 6-15-25

Ep. 315 The Courage to Be Yourself - Rev. Sue MillerBorn From the Sunday Service at the Center for Spiritual Living in Redding on 6-15-25

The lithium sector finally received some good news, but could this be the start of something bigger for the stagnating metal? MARKET WRAP: ASX200: down 0.03%, 8538 GOLD: $3,397 US/ounce BITCOIN: $160,926 AUD Lithium miners were up, with Mineral Resources closing 14.8% higher, Pilbara gaining 12.5% and IGO rising 9.6%. Lynas Rare Earths rose 12.5% after China implemented controls on rare earth minerals. Commonwealth closing 0.1% despite some profit-taking in the session. Fortescue, Seven Group Holdings, and James Hardie were all up over 1%. Regis Healthcare down 4.5% to $7.61 Brent crude oil fell back below $65 US a barrel, sending Woodside down 0.4% and Santos down 0.8%. Falling by over 1% were CSL, QBE and Computershare. CURRENCY UPDATE: AUD/USD: 65.0 US cents AUD/GBP: 48 pence AUD/EUR: 57 Euro cents AUD/JPY: 93 yen AUD/NZD: 1.07 Dollars See omnystudio.com/listener for privacy information.

In this special “coaches takeover” episode, Career Strategy Lab coaches Erin, Steph, and Becca go behind the scenes to talk candidly about what actually happens inside Career Strategy Lab. From client wins and transformations to what makes CSL different from other career programs, you'll hear their real talk on what works, who thrives, and why this job search container is unlike anything else.Whether you're skeptical of coaching, burnt out from DIYing your job search, or just curious about how CSL works, this episode gives you an inside look from the people who live and breathe it every day.What You'll Learn in This Episode:✔️ What makes CSL truly different (hint: it's not just the curriculum)✔️ The #1 thing clients think is their problem—and what it actually is✔️ What happens when people stop doom-scrolling and start taking action✔️ The unexpected power of community, mindset support, and critique feedback✔️ How CSL helps you tell a better story—not just land a job✔️ Why the coaches choose to stay (and why that matters)Timestamps:00:53 Meet the Coaches: Erin, Steph, and Becca01:25 First Impressions of Sarah Duty05:05 What Sarah Gets Right in Career Coaching09:47 Behind the Scenes of Career Strategy Lab15:14 Client Success Stories and Transformations17:32 Why We Choose to Stay with CSL24:33 Conclusion and Final ThoughtsApplied to 50+ UX or Product jobs & still no interviews or offers? Get UX job search help.Welcome to the Career Strategy Podcast with Sarah Doody, a UX Designer & UX Researcher with 20 years of experience who founded the UX job search accelerator, Career Strategy Lab. She's been doing UX career coaching since 2017.Follow Sarah on: LinkedIn | YouTube | Instagram

Ep. 314 In Living Color - Rev. Lynn E. Fritz From the Sunday Service at the Center for Spiritual Living in Redding on 6-1-25

Ep. 313 Breaking the Silence - Rev. Sue MillerBorn From the Sunday Service at the Center for Spiritual Living in Redding on 5-25-25

In this episode of Yet Another Value Podcast, host Andrew Walker interviews the first-year Columbia MBA team who unanimously won the 18th Annual Pershing Square Challenge with their investment thesis on Carlisle Companies (CSL). The team—Tuan, Dimitry, and Erik—shares their detailed research into the commercial roofing giant, exploring its competitive moats, sticky customer relationships, management alignment, valuation framework, and opportunities for expansion. They discuss their firsthand trade show research, unique insight into labor dynamics, and responses to key concerns like cyclicality and pricing power. The conversation also covers the company's history, recent transformation, and what could keep an investor up at night.You can find the team's CSL pitch deck here: https://www.dropbox.com/scl/fi/mn4ib4897o8gfpgdzs03c/CSL-US-Carlisle-Pershing-Square-Challenge-Presentation_YAVB_Abridged.pdf?rlkey=ck47pu6samrrnctwlfyr536hc&e=1&st=nj9zt415&dl=0______________________________________________________________________[00:00:00] Intro to podcast and guests[00:02:44] Guest introductions and backgrounds[00:05:35] Overview of Carlisle Companies[00:08:32] Pitch background and idea process[00:13:03] Unique research: trade show visits[00:19:28] Carlisle's competitive advantages[00:24:58] Sticky customer and contractor base[00:30:00] Valuation and IRR framework[00:35:14] Management's strategy and alignment[00:42:07] Target 2030 growth breakdown[00:46:20] QXO, Beacon, and distribution impact[00:52:22] Risks and margin sustainability[00:54:28] Potential new entrants: Berkshire risk[00:56:33] Labor shortages and benefits[01:00:17] Leverage and capital allocation debate[01:02:56] Final reflections and thank yousLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Ep. 312 Negotiating Peace - Rev. Dr. Mary Mitchell From the Sunday Service at the Center for Spiritual Living in Redding on 5-18-25

Brian springs an awful Aslan casting surprise on Nate, and the results are delightful. The SASF discussion of Greta Gerwig's new Netflix Narnia series ranges far afield. Planet Narnia, which book of the series is Nate's favorite, Lewis's repeated character archetypes, adaptation of books to film... this one has all things Lewis. Including Nate's claim that Edmund / Eustace / Digory all behave the way they do because CSL had thumbs that couldn't bend.