Podcasts about CSL

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Best podcasts about CSL

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Latest podcast episodes about CSL

Marcus Today Market Updates
End of Day Report – Wednesday 25 February: ASX 200 charges 106 points ahead | Resources and tech lead the charge

Marcus Today Market Updates

Play Episode Listen Later Feb 25, 2026 17:21


The ASX 200 rose 106 points to 9128 (1.2%). Banks were slightly higher with WBC up % and the Big Bank Basket rose to $310.41 (0.5%). MQG had an anaemic 0.3% rally. Financials were better with GQG up 3.3% and ZIP soaring 9.4%. NWL and HUB also rallied. Insurers flat. REITs mixed, SCG up 0.3% and MGR falling 1.0%. Healthcare mixed, CSL flat, RMD down 2.7%. Tech was the place to be following a US rally and the WTC results and job losses. WTC rose 11.1% kicking the All -Tech Index up 4.0% with XRO up 5.5% and IRE jumping 9.6% on better-than-expected results. MP1 bounced 9.8% as volatility continued. Industrials mixed, WOW soared 13.0% on much better results, JBH rallied 0.9% and WES continued lower. TAH hit the jackpot on results rising 23.5%. REA and CAR both trundled higher. In resources, BHP hitting record highs again up another 3.2%. FMG jumped 4.7% on results. RIO joined in too. Gold miners were mostly better, NST up 2.1% and EVN up 3.3%. Lithium stocks jumped again, PLS up 2.8% and MIN up 1.5%. LYC jumped 7.9%. Copper stocks also in demand, SFR up 2.2%. Uranium stocks picked up pace, PDN up 4.0% and NXG rising 3.7%.In corporate news, DMP dumped 11.1% on sales and margin issues. FLT softer on reaffirmed guidance. IRE rallied 9.6% on results and AX1 soared 19.9% after beating H1 and the dividend. DRO also had a good day, up 12.6%, after net profit jumped 367%. Still only $3.5m.On the economic front, Australian monthly CPI came in a 3.8% as expected. 3.4% on the core CPI. Slightly above forecasts. Rate rises still on the table.Asian markets came back online with Japan up 2.4%. China up 1.2% and HK rising 0.8%.US Futures slightly firmer. Dow up 4 and Nasdaq up 29 on SOTU Address.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today Market Updates
End of Day Report – Monday 23 February: ASX 200 drops 55 points | Gold shines, banks fall

Marcus Today Market Updates

Play Episode Listen Later Feb 23, 2026 13:01


The ASX 200 gave back 55 points to 9026 (0.6%). US futures turned negative early and banks slid, the Big Bank Basket down to $308.21 (-1.0%). MQG also down 2.4% on concerns with private equity and fund managers. Financials generally were weaker across the board, REITs slumped too, GMG down 3.6% and VCX off 3.1% with industrials sliding. WES down 1.7%, REA off 1.8% with retail falling, JBH off 1.9% and LOV down 1.4%. Tech once again on the nose, WTC falling 5.2%, XRO down 2.9% and the All-Tech Index falling another 3.3%. In healthcare, CSL fell 3.8% on tariff news, and COH off 1.7%.In resources, BHP rose 1.3% as commodity stocks ran hard on falling USD. Lithium stocks picked up, PLS up 4.6% and MIN rising 5.0%. Gold miners powered ahead, NST up 3.4% and GMD up 5.4% with KCN rallying 8.8%. Oil and gas stocks fell, despite tensions in Iran and US snowstorms. Uranium stocks mixed, PDN down 3.8% and BOE off 3.2%.In corporate news, KGN rose 5.5% on slightly better number and an increased dividend.  LLC fell after a surprise loss. PRN tumbled 13.8% after softer numbers, ASB fell 11.0% on accounting qualifications despite record order books. IMD delivered a strong result. In economic news, mortgage demand rose 12.3% to a four-year high.Asian markets were better, China still closed, but HK up 2.3% and South Korea hitting new records. Japan closed for Emperor's Birthday.European markets opening lower on a resumption of the tariff war.Dow futures down 311 Nasdaq down 238. —Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today Market Updates
End of Day Report – Friday 20 February: ASX 200 loses 5 points in narrow range trading | TLX soars

Marcus Today Market Updates

Play Episode Listen Later Feb 20, 2026 16:12


The ASX 200 lost 5 points to 9081 for its first down day this week. No Freaky Friday drop! For the week, the index is up 1.8%. Banks leading the way again, the Big Bank Basket up to $311.23 (+0.9%). MQG fell 1.6% with other financials slipping again, ZIP eased 3.8% after an early rally. Insurers though firmed on a better set of numbers from QBE, up 7.1% and SUN up 1.8%.  REITs were slightly firmer, industrials slipped lower, ALL down 4.6%, WOW and COL slid, TLS off 0.6% and REA dropping 0.6%. Retail also fell led by JBH off 1.2% and GYG crashing 13.9% on results and US update. Healthcare eased back, CSL off 0.6% and COH continuing lower. PME dropped 2.1% and RMD fell 0.6%. Tech was once again back on the noise, WTC off 3.8% and XRO falling 3.7% with the All-Tech Index off %.Resources were mixed, RIO fell 3.1% on results whilst BHP held firm. Gold miners were mixed with results falling, NEM down 4.9% on numbers, GMD off 3.1% on its numbers. Lithium stocks fell, PLS down 4.6% on results, and LTR off 6.4% with results from MIN failing 5.3% to help sentiment. In the oil and gas space STO dropped 0.9% and uranium stocks were ok, PDN up 5.4% on Canadian approvals.In corporate news, ING dropped as it cut its poultry forecast. NEM off 4.9% on its results, ASB awarded a $4bn contract from the ADF and TLX jumped 14.5% as it guided higher revenues.On the economic front, nothing today, in the US, we may get the tariff ruling and we have Core PCE.In Asia, HK back from holidays, down 0.6% and Japan down 1.3%.US Futures up. DJ up 62 Nasdaq up 42—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Pharma and BioTech Daily
Pharma Innovations: Regulatory Shifts and Breakthroughs

Pharma and BioTech Daily

Play Episode Listen Later Feb 19, 2026 7:11


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a wide array of topics, from groundbreaking therapies and strategic corporate moves to regulatory shifts and industry trends shaping the future of healthcare.We begin with Eli Lilly, which is making significant strides with its combined Zepbound and Taltz therapy, showing promising results in the treatment of psoriasis and obesity. This combination therapy, initially successful in psoriatic arthritis, is set to transform treatment protocols by bridging gaps between psoriasis and obesity. This dual-targeting approach highlights a burgeoning trend in the industry: the use of combination therapies to enhance patient outcomes while streamlining treatment regimens. This strategy not only promises better management of interconnected conditions but also reflects a broader industry goal of maximizing therapeutic reach with existing drugs.Novartis is advancing its portfolio with the oral BTK inhibitor, Rhapsido, following a successful Phase 3 trial for a new chronic hives subtype. This development underscores Novartis's commitment to addressing niche markets and unmet medical needs, emphasizing the pharmaceutical industry's focus on expanding the utility of existing drugs. Additionally, Novartis has entered into a notable partnership with Macrocycle Biotech for cardiovascular drug development. This collaboration represents a broader trend where large pharmaceutical companies seek innovative partnerships to expand their therapeutic portfolios through cutting-edge biotech solutions.Meanwhile, Moderna's influenza vaccine submission has been accepted by the FDA after an initial rejection, illustrating a responsive regulatory environment crucial for timely access to vaccines amid potential flu outbreaks.Johnson & Johnson's $1 billion investment plan in the U.S., focusing on cell therapy, aligns with broader industry trends towards personalized medicine and advanced therapeutic approaches. This investment is part of a strategic pivot towards cell and gene therapies that promise to redefine treatment pathways for complex diseases. Similarly, Bayer's $7.25 billion settlement over Roundup litigation shows an industry keen on resolving legal challenges swiftly to refocus efforts on innovation.Regulatory reforms are also gaining attention, with proposals aimed at streamlining FDA processes to enhance drug access and reduce burdens. These reforms could significantly impact drug development timelines and market entry strategies, reflecting an ongoing discourse on balancing regulation with fostering innovation.On a global scale, Stada's €85 million investment in Saudi Arabia points to a strategic move towards enhancing supply chain resilience in the Middle East and North Africa. This aligns with industry trends focusing on regional manufacturing capabilities to ensure drug availability while reducing logistical complexities.A notable example of strategic resource allocation is Eli Lilly's $100 million upfront payment for CSL's IL-6 antibody development rights. This reflects an adaptive approach where initial clinical setbacks are seen as opportunities for new therapeutic ventures rather than dead ends.Turning our attention to Alzheimer's research, Korsana Biosciences has emerged from stealth mode with substantial funding aimed at developing an anti-amyloid antibody capable of crossing the blood-brain barrier. This effort addresses a critical need within Alzheimer's disease treatment—a field marked by intense competition and scientific challenge. Parallelly, IQVIA Biotech highlights the importance of accelerating early-stage interventions for Alzheimer's through data analytics and optimized clinical trials. Such efforts aim to expedite regulatory approvals and bring new therapies to market faster—a trend indicative of leveragSupport the show

Wealth Coffee Chats
ASX Reporting Season Explained Winners, Losers & Market Reactions

Wealth Coffee Chats

Play Episode Listen Later Feb 19, 2026 19:46


Welcome to this Thursday Financial Planning session, where we break down one of the most important times in the investing calendar — ASX reporting season.With February marking half-year results (and August covering full-year results), listed companies provide updates on earnings, dividends, business performance, and forward guidance. These updates can significantly impact share prices — sometimes in ways that surprise even experienced investors.In this episode, we unpack:What reporting season is and why it mattersHow earnings and dividends influence share pricesWhy markets don't always react logically to “good” resultsThe strongest performing sectors so far — including banksWhy some healthcare and retail stocks have struggledHow expectations, not just results, drive market reactionsWe also look at real examples from this reporting season, including:BHP – Up strongly after pivoting toward copper and benefiting from the clean energy theme, alongside increased dividends.Commonwealth Bank – Posting strong results as higher interest rates continue to support bank profitability.Pro Medicus – Delivering solid growth in revenue and profit, yet seeing a sharp share price decline after missing high market expectations.We also touch on the performance of NAB, Temple & Webster, ANZ, CSL, and Cochlear, highlighting how sectors like banking, mining, healthcare, retail, and tech are navigating current market conditions.Most importantly, we discuss what investors should actually focus on during reporting season — CEO commentary, forward guidance, sector trends, diversification, and long-term positioning.If you hold individual shares (not just ETFs), this is one of the most critical periods of the year. Expect volatility. Expect double-digit moves. And most importantly, understand why they're happening.Tune in to stay informed, stay strategic, and stay ahead of the market conversation.

Marcus Today Market Updates
End of Day Report – Thursday 19 February: ASX 200 up 79 points | Banks fire, BHP up

Marcus Today Market Updates

Play Episode Listen Later Feb 19, 2026 17:25


The ASX 200 kicked higher again. Four days in a row, up 79 to 9086 (0.9%). Up nearly 2% this week. Off record highs as jobs data provides reasons for the RBA to raise rates again. Super Thursday and results dominated, some good, some terrible. Banks firmed yet again, certainty. The Big Bank Basket rose to $308.43 (+1.4%). NAB up 2.4% and WBC up 2.7%. MQG also had a good day up 1.6% with insurers better and financials generally firming, ZIP came undone on disappointing guidance and bad debts.  Down 34.4%. MPL also fell 5.6% on some misses on the numbers.  REITs slid with GMG down 4.0% on results, Industrials were patchy, WES fell 5.6% with ALL and JBH falling away. Healthcare was better, CSL up 1.0% and RMD up 1.5%. Tech was better again, WTC up 1.9% and XRO rising 0.8%. HSN kicked again on broker calls. MAQ also firmed on a new debt facility. TNE also a good bounce on broker upgrades. The All-Tech Index continued higher, up 1.1%.Resources were also firm, BHP and RIO pushing ahead, gold miners better, GMD up 1.9% on results, NEM up 1.4% and oil and gas stocks rallied hard on crude pushing up on Iran fears. STO up 5.6% and WDS up 4.5% with uranium stocks better too. PDN up 5.5% and LOT rising 4.3%.In corporate news, plenty around. HUB surged 14.2% on good numbers. LIC dropped 7.1% after profits fell, TLS gained 3.6% on better numbers and rise in dividends. SHL and NWH also rising on better numbers.On the economic front, jobs numbers came in as expected but 4.1% headline rate gives RBA reasons to raise again perhaps.In Asia, South Korean markets hitting new records. China and HK closed. Japan up 0.9%US Futures up. DJ down slightly Nasdaq up 2 pts!—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

SBS Vietnamese - SBS Việt ngữ
Một phương pháp điều trị mới cho chứng sốc phản vệ đã được TGA phê duyệt

SBS Vietnamese - SBS Việt ngữ

Play Episode Listen Later Feb 16, 2026 6:37


Theo thông tin từ Cơ quan Quản lý Sản phẩm Trị liệu của Úc (TGA), CSL Seqirus, một phần của công ty công nghệ sinh học CSL của Úc, đã thông báo rằng thuốc xịt mũi neffy® adrenaline (epinephrine) hiện đã có mặt và được phê duyệt sử dụng tại Úc để điều trị khẩn cấp sốc phản vệ ở người lớn và trẻ em từ 15kg trở lên và từ bốn tuổi trở lên.

Equity Mates Investing Podcast
Pope-approved stocks, a pitch for the Community Portfolio & currency hedging explained

Equity Mates Investing Podcast

Play Episode Listen Later Feb 15, 2026 29:49


The Vatican is launching its own equity indexes (and the top holdings might not be what you expect). In the second installment of the Equity Mates Community Portfolio Scott pitches Playside Studios. Bryce and Ren also unpack the biggest earnings season themes, from AI CapEx to tariffs, before finishing with a practical breakdown of currency risk and hedging for ETF investors.In this episode:0:00 Disclaimer + intro0:52 The Vatican Bank launches Catholic equity indexes4:28 US earnings season: equal-weight beating Big Tech5:56 AI CapEx explodes + tariffs squeeze margins8:17 Australia reporting season: CSL shock, CBA surge, Macquarie threat10:29 Community Stock Pitch: Playside Studios 17:59 Currency risk explained: why hedging matters26:57 Hedged vs unhedged ETF returns + the fee trade-offStocks & ETFs mentioned: Meta (NASDAQ:META), Tesla (NASDAQ:TSLA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Ford (NYSE:F), Caterpillar (NYSE:CAT), Newell Brands (NASDAQ:NWL), Harley-Davidson (NYSE:HOG), Ralph Lauren (NYSE:RL), LVMH (EPA:MC), Dollar General (NYSE:DG), Target (NYSE:TGT), Walmart (NYSE:WMT), Kroger (NYSE:KR), CSL (ASX:CSL), Commonwealth Bank (ASX:CBA), Macquarie Group (ASX:MQG), Xero (ASX:XRO), Playside Studios (ASX:PLY), iShares Core S&P 500 ETF (ASX:IVV), iShares S&P 500 AUD Hedged ETF (ASX:IHVV), Betashares NASDAQ 100 ETF (ASX:NDQ), Betashares NASDAQ 100 Currency Hedged ETF (ASX:HNDQ)Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Pharma and BioTech Daily
Navigating Shifts: Leadership, Regulatory, and Breakthroughs in Pharma

Pharma and BioTech Daily

Play Episode Listen Later Feb 13, 2026 6:09


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we explore a series of significant shifts in the industry, marked by leadership changes, scientific advancements, strategic partnerships, and regulatory challenges.Starting with Sanofi, a notable leadership transition has taken place as Paul Hudson steps down from his role as CEO. Belen Garijo from Merck KGaA has stepped into this pivotal role. Her appointment is part of a broader industry trend toward diversifying leadership, especially with more women leading top-tier pharmaceutical companies. The implications of this shift could be profound for Sanofi, potentially stabilizing its operations and revitalizing its research pipeline. Stakeholders are keenly observing how this new leadership might steer Sanofi through complex market dynamics.In regulatory news, Moderna has encountered a significant hurdle with the FDA declining to review its next-generation mRNA flu vaccine. This decision has sparked an ongoing public dialogue between Moderna and U.S. health regulators, underscoring the complexities involved in navigating regulatory pathways for novel mRNA technologies beyond their initial success with COVID-19 vaccines. The Department of Health and Human Services has supported the FDA's decision, emphasizing the critical importance of meticulous scrutiny when it comes to new vaccine platforms. This development highlights the challenges biotech companies face in ensuring compliance with stringent regulatory standards.Financial updates reveal CSL experiencing a sharp decline in net profits, dropping from $2 billion to $384 million year-over-year. This financial downturn has been linked to strategic missteps or operational inefficiencies within the company, prompting a change in leadership. Such shifts reflect broader challenges faced by companies within the biotech sector as they strive to maintain financial stability amid fluctuating market conditions.In contrast, Alnylam Pharmaceuticals has reported its first profitable year despite underwhelming sales figures for its drug Amvuttra in the ATTR-CM market. This milestone is significant for Alnylam as it demonstrates resilience and the potential to pivot successfully amidst market uncertainties. However, the company will need to remain vigilant about revenue streams and market dynamics moving forward.Turning to advertising strategies, Johnson & Johnson's Tremfya continues to buck industry trends by maintaining a strong presence in television advertising through 2026. This strategy is noteworthy given the general decline in traditional media spending across the industry. J&J's commitment highlights its determination to sustain market share against competitors such as AbbVie's Rinvoq and Skyrizi.On the strategic front, Takeda Pharmaceuticals is consolidating its U.S. operations by reducing its Boston presence. By subleasing over 630,000 square feet of office space, Takeda aims to streamline operations and concentrate resources on key development projects at its new Cambridge hub. This move reflects broader industry trends towards operational efficiency and resource optimization.In clinical advancements, BridgeBio has reached a promising milestone with successful Phase 3 trial results for infigratinib in treating dwarfism. This breakthrough offers new therapeutic options for children affected by this condition and exemplifies ongoing innovations in genetic medicine. The success of this trial positions BridgeBio on a path toward regulatory approval, potentially transforming care for patients with limited treatment options.Agilent has achieved FDA approval for its companion diagnostic test alongside Merck's Keytruda for ovarian cancer treatment. This approval highlights the growing importance of precision medicine in oncology, where tailored treatments based on individual paSupport the show

Between the Bells
Week 1 Reporting Season Wrap: Q&A with Bell Financial Group's CIO Will Riggall

Between the Bells

Play Episode Listen Later Feb 13, 2026 9:54


As reporting season reshapes the market landscape this week, Sophia Mavridis sits down with Bell Financial Group's Chief Investment Officer Will Riggall to unpack the biggest results, emerging trends, and preview of what's to come.  In this week's video, Sophia and Will cover:the impact of AI on global markets, especially in the tech sectorCommonwealth Bank's (ASX:CBA) results and the financial sector rallya look ahead to next week, including a preview of Treasury Wines (ASX:TWE), and JB Hi-Fi (ASX:JBH).Note: This interview was filmed on 13 February 2026.

Marcus Today Market Updates
End of Day Report – Friday 13 February: ASX 200 drops 126 | Tech punished, results dominate

Marcus Today Market Updates

Play Episode Listen Later Feb 13, 2026 14:26


The ASX 200 lived up to its new Friday ‘free fall' and dropped 126 points to 8925 (1.4%). Friday the 13th. Banks gave back some ground today as WBC delivered numbers in line. The Big Bank Basket drooped to $303.62(-1.0%). ANZ continued 1.3% higher on broker upgrades. Financials were sold down again, HUB off 4.1% and MQG falling 0.9% with GQG bucking the trend on better-than-expected results. ZIP fell hard as a tech stock should, down 8.5%. Insurers eased back. IAG the exception after results, up 1.0%. REITs were slightly firmer, GMG rallied 2.4% and SCG up 1.6%. Healthcare back in A&E with RMD down another % and CSL slipping 1.4%. COH fell 18.9% on results hitting deaf ears, as it downgraded guidance. Industrials were a sea of red, SGH off 2.7%, QAN down 1.2% and ALL down 5.0%. Utilities found friends on defensive buying. Technology stocks once again sold back into the bronze age, WTC down 10.4% and XRO falling 4.5%. The All-Tech Index losing another 4.7%.Resources were also a sea of red, gold miners slid with NST off 3.5% and EVN giving 3.7% back. BHP down 1.8% on lower copper pricing, RIO holding firm and lithium stocks depressed. Energy stocks needing a boost, WDS down 2.1% and uranium seeing some fallout.In corporate news, the bid for WJL came undone, the stock dropping 25.2%. NCK punished on LFL sales miss, down 22.2% %, ASB sunk 22.8% after some double counting revealed after the close last night.In economic news, CBA says the neutral cash rate is now 3.6%. Pretty much the same as inflation, so that is easy to work out then. Australian households were in spending mode over summer. The latest CommBank Household Spending Insights Index shows spending rose 0.5%in January, marking 16 consecutive months of growth.Standard Chartered warned of further bitcoin weakness and the largest US crypto exchange swung to a loss in the fourth quarter.US futures Dow down 20 and Nasdaq down 10.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

CommSec
Market Close 12 Feb 26: Banks and miners keep ASX positive

CommSec

Play Episode Listen Later Feb 12, 2026 10:00


The ASX200 rose modestly on Thursday, up 0.25%, after briefly nearing record highs this week. Bank earnings drove gains, with ANZ jumping 8.5% and CBA climbing 5.5%, though tech and healthcare dragged. Tech fell 6% while CSL slumped 6.9% after half-year results and a CEO resignation. For the week, the market advanced 3.7%. Tonight, focus shifts to US oil inventories and earnings from Airbnb, Applied Materials, and Pinterest. 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.

Marcus Today Market Updates
End of Day Report – Thursday 12 February: ASX 200 up 29 points | Touches records, fails to hold

Marcus Today Market Updates

Play Episode Listen Later Feb 12, 2026 16:04


The ASX 200 missed it by this much. Closed up 29 points to close at 9044 (0.3%). Banks were once again the stars of the show as the ANZ result kicked it higher, up 8.5% with the Big Bank Basket up to $306.63 (+4.8%) a new record close. Other financials were sold down hard as AMP results bombed with investors, the stock falling 26.7%, ZIP dipped 5.8% and CGF fell 6.0%. Insurers also under pressure again, QBE down 2.0% and MPL falling 2.2%. Industrials also fell in a heap, are we really at record highs? ALL down 3.9% and JBH losing another 1.0% with REITs under pressure again, GMG down 1.7% and SCG off 5.3%. ‘Old Skool' platforms, again in the doghouse, REA down 3.3% and CAR hitting a speed bump off 5.3%. Tech stocks were horrible again. It continues to cascade lower, the All-Tech Index down another 6.7% with WTC falling 6.6%, XRO heading that way, down 8.4% and TNE off 6.9%. Healthcare checked into A&E as CSL fell another 6.9% with RMD dropping 2.6% and PME being sold down 23.9% on disappointing numbers.In resources, gold miners mixed, lithium stocks better, PLS up 3.8% and MIN pushing 1.4% higher. BHP and RIO doing well on copper prices, uranium struggling, LOT down 7.2% and PDN up 0.7% on better results.In corporate news, TPW were smashed down 32.6% on disappointing numbers and increased discounting. AMP dropped and ASX fell 1.7% after its better-than-expected revenue, wiped out by expenses. BRG saw record EBITDA and popped 1.7% higher.On the economic front, Michele Bullock got a grilling from one Senator.US futures Dow up 157 points and Nasdaq up 46.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The Money Café with Alan Kohler
Boardroom Moves, AI, and Housing

The Money Café with Alan Kohler

Play Episode Listen Later Feb 11, 2026 49:55


On the Money Café this week, Alan Kohler and Stephen Mayne discuss executive changes at CSL and the ASX, look at interest rates and housing, mull over politics and AI, and much, much more!See omnystudio.com/listener for privacy information.

Fear and Greed Business Headlines
Fast Five | 12 Feb 2026

Fear and Greed Business Headlines

Play Episode Listen Later Feb 11, 2026 6:24 Transcription Available


Thursday 12 February 2026 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. CBA surges CSL tumbles Treasury advised govt on CGT changes Angus Taylor quits front bench Crockery maker’s AI boom Hit follow on the podcast so you don’t miss the latest news. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, the money basics you don't know (but everyone assumes you do). Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Fear and Greed
CBA surges as CSL tumbles; Taylor quits to challenge Ley; crockery maker's AI boom

Fear and Greed

Play Episode Listen Later Feb 11, 2026 15:25 Transcription Available


Thursday 12 February 2026 Commonwealth Bank’s share price surges on a strong profit while CSL tumbles after its CEO was forced out the door. The Dept of Treasury confirms it’s been doing work on potential changes to capital gains tax concessions The local share market nears record highs Angus Taylor quits the front bench and is set to challenge Opposition Leader Sussan Ley The story of a crockery company booming in an AI world Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, the money basics you don't know (but everyone assumes you do). Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Between the Bells
Morning Bell 12 February

Between the Bells

Play Episode Listen Later Feb 11, 2026 2:23


Overseas, Wall St traded slightly down overnight despite the much-anticipated jobs data coming in better than expected. Economists polled by Dow Jones had forecasted a gain of 55,000 jobs, and an unemployment rate of 4.4%, however the data revealed a gain of 130,000 jobs and an unemployment rate of 4.3%. However, the beat failed to move the markets, as the Dow Jones ended the day down as the Dow Jones and Nasdaq both slipped 0.1%, while the  S&P500 ended the day flat.What to watch today:Heading into today's trading session, the ASX is expected to follow Wall St's wavering session, with the SPI futures pointing to a 0.02% drop at the openAnother busy day of results ahead as Reporting Season continues, look out for AMP (ASX:AMP), Pro Medicus (ASX:PME) and Northern Star (ASX:NST) releases, which are all due this morning. You can find all results once released at Bell Direct's reporting season pageSo far this reporting season, 17 companies have released their results, with 3 beating expectations, 9 in line with expectations, and 5 missesFollowing their results yesterday, Bell Potter's research team have maintained their hold rating on CSL (ASX:CSL), however cut their 12-month price target from $195 per share to $175 per share, after updating their Adjusted NPAT and revenue growth guidance off the back of underwhelming results.Bell Potter have also upgraded their rating on SGH (ASX:SGH) from a Hold to a Buy, with a 12-month price target of $56 per share. This comes after the company reported results that beat guidance, sparking a more optimistic medium term outlook.And in commodities, Crude Oil is trading up 1.6% at US$65 per barrel, Gold also jumped overnight 1.4% to just under US$5100 per ounce, while silver remains the most volatile, trading up 4.7% at US$84.50 per ounce

Marcus Today Market Updates
End of Day Report – Wednesday 11 February: ASX 200 soars 147 points | Banks hit new records

Marcus Today Market Updates

Play Episode Listen Later Feb 11, 2026 16:22


The ASX 200 soared today as CBA delivered in spades, the index rising 147 points to 9015 (+1.7%). How things have changed around since ‘shambolic' Friday last week. Up over 300 points since then! CBA beat forecasts and drove the banking sector higher. Not often that you see a 6.8% rise in CBA. NAB up 3.4% and the Big Bank Basket up to $292.52 (+5%). Insurers bounced back a little, SUN up 0.6% and MQG jumped 2.7% on broker comments. REITs under a little pressure with GMG down 1.0% and SCG off 0.5%. Healthcare in ICU today as CSL managed to top its shambolic CEO news with a bad set of numbers and dropped 4.6%. Some bargain hunters saving it from a worse fate. RMD dropped 4.7% as it went Ex-Dividend. Industrials were better, retail rose, JBH up 1.3% and WES up 1.0% with SGH also up 3.6% on better than expected numbers. Utilities better and ABB soared 14.8% on its deal with AGL. JHX also beat expectations and rose 10.9%.In resource land, BHP up 1.6% and FMG doing well, up 2.3%. Gold miners started slow but ended up, EVN produced a good set of numbers and strong cash generation. Up 8.9%. NEM rose 2.4% and SBM up 10.5%.  Lithium stocks improved slightly and uranium stocks off the bottom. Rare earths bounced, three-year highs in the underlying starting to feed into the sentiment. In corporate news, results featured strongly, ASX CEO has quit, DMP has a new pizzaiolo. GQG slipped again on fresh FUM.On the economic front, all eyes on US NFP, here we saw first home buyers loans jump the most since 2023!US futures Dow up 141 and Nasdaq up 111.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

CommSec
Market Close 10 Feb 26: AI disruption fears rattle markets

CommSec

Play Episode Listen Later Feb 10, 2026 9:56


The Aussie market clawed back last week’s losses as a resurgence in Materials and Health Care offset a late fade in the banks. Insurers were hammered by fresh AI disruption fears, following the US launch of an AI-powered comparison tool by Insurify, which sparked a heavy sell-off for local companies like Steadfast and IAG. In the resources space, Uranium stocks and BHP advanced, and Pilbara Minerals also found support after locking in a major lithium offtake agreement. However, G8 Education crashed nearly 20% after scrapping its dividend and flagging a massive $350 million write-down. Attention now pivots to a high-stakes Wednesday, with CBA and CSL set to headline the busiest day of the reporting season so far. 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.

CommSec
Morning Report 11 Feb 26: Wall Street mixed as retail sales data in focus

CommSec

Play Episode Listen Later Feb 10, 2026 9:35


US stocks wavered while Treasuries surged after weak retail sales bolstered expectations of Federal Reserve rate cuts. Coca-Cola’s outlook disappointed, though Marriott hit a record high after issuing stronger-than-expected guidance. In Europe, losses in energy stocks offset gains in Ferrari. In commodities, oil edged lower as traders weighed Middle East supply risks, while gold slipped ahead of key US jobs and inflation data. Back home, Aussie shares are expected to open higher on Wednesday, with a bumper earnings day ahead and CSL in focus. 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.

Marcus Today Market Updates
End of Day Report – Tuesday 10 February: ASX 200 falls 3 points as CSL is dumped | Banks slide

Marcus Today Market Updates

Play Episode Listen Later Feb 10, 2026 15:05


The ASX 200 started strongly, but wilted in the summer sun, up only 17 points at 8887 (0.2%). Part of the reason was the banks which fell as ANZ Consumer sentiment slid on rate rises last week. WBC and ANZ in trouble with around 2% falls, CBA down 0.7% with the Big Bank Basket down to $278.71 (-1.0%). MQG gave up early strong gains, up just 0.8% on a solid update. Insurers were bashed as OpenAI released a new insurance app in the US. Much like Compare the Market her. Brokers punished, AUB and SDF down significantly. Other financials solid, SOL up 2.2% and ZIP rallying another 6.1%. REITs solid, GMG up 1.2% and Healthcare was solid with CSL up 1.8% ahead of the results. Retail mixed, JBH down another 1.5% again, tech better and showing some signs of life, WTC up 2.6% on a Macquarie report, XRO up 2.2% and the All- Tech Index up 2.2%. Data centres doing better, NXT up 3.4% and MP1 up 2.6%. In resources, BHP up 1.1% and RIO doing ok, Gold miners were mixed, NEM up 1.6% and GMD rising 2.8%. Lithium stocks better on a PLS price floor deal. Uranium stocks doing well too today, PDN up 5.5% and BMN up 10.9%. Oil and gas flat. In corporate news, EOS soared 11.8% on a rebuttal to the Grizzly.  NEM has flagged a Barrick IPO and TWE came to an agreement on its US distribution arm. CSL's head honcho to retire immediately. Results tomorrow!Asian markets - Japan up 2.2%. New record high. China unchanged and HK up 0.5%US futures Dow up 19 and Nasdaq down 18. 10-year yields ease to 4.85%.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Between the Bells
Morning Bell 11 February

Between the Bells

Play Episode Listen Later Feb 10, 2026 2:47


Starting over in the US, Wall Street saw a mixed trading session overnight, as the S&P500 and Nasdaq slipped 0.2% and 0.6% respectively, while the Dow Jones added 0.1%, at one point in the day trading at its 3rd all time high in the last 3 days. The market was weighed down by financial stocks, which took a hit after tech platform Altruist officially launched their new AI-powered tax planning tool. Investors are likely to rotate to areas which are most protected from being impacted by the emerging prevalence of AI. What to watch todayThe ASX200 is expected to rise at the open today, with the SPI futures indicating an increase of 0.3%A big morning in reporting season as Australia's biggest bank Commonwealth Bank (ASX:CBA) announced their cash profit has increased 5% to $5.4 billion in the half year ending 31 December, and that they will pay a dividend of $2.35 per share. Although not released at the time of recording, keep an eye on other major results including AGL Energy (ASX:AGL), Evolution Mining, and James Hardie Industries (ASX:JHX), which are all due to be released this morning. You can stay up to date with results as they come out via Bell Direct's reporting season pagePharmaceutical giant CSL (ASX:CSL) also announced their results, reporting total revenue down 4% to $8.3 billion, Adjusted Net profit after tax of $1.9b, which is a 7% drop, and a reported NPA of $0.4 billion, which represents an 81% drop from last results. These results come in a day after it was announced that they would be dumping chief executive Paul McKenzie, extending the volatile period for the blue chip stock. In Bell Potter's latest research, the broker has maintained its Buy rating, however lowered the 12-month target price on WiseTech Global (ASX:WTC) from $100 per share to $87.50, citing the fact that the stock is currently trading on its lowest EBITDA multiple since its IPO nearly 10 years ago. And in commodities, Gold has slipped 0.7% to be trading a shade over US$5000 per ounce, while silver has dropped 3.2% to 80 USD ounce. Crude Oil has remained flat at US$64.17 per barrel.  

CommSec
Market Close 09 Feb 26: ASX's best day in 10 months

CommSec

Play Episode Listen Later Feb 9, 2026 9:35


Aussie stocks rebounded sharply on Monday, up 1.9% after a 2% drop last week, with all sectors in green. Gains supported by a strong US market rebound and tech bounce. Reporting season ramps up with key companies like CBA and CSL releasing results, while gold miners surged on rebounded prices. Investors now await US inflation and jobs data. 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.

CommSec
Market Close 06 Feb 26: ASX's worst day in 10 months

CommSec

Play Episode Listen Later Feb 6, 2026 9:57


The ASX 200 slipped about 2.3 % on Friday, the worst day in ten months, as every sector posted losses. Weak US tech, falling commodity prices and concerns over the new Fed chair amplified the sell‑off. CBA rallied 6.4 % after a rebound, but WEB Travel plunged 30 % following a tax‑audit notice. Look ahead to US jobs and inflation data, the RBA’s May rate outlook, and a busy Australian reporting week featuring CBA, AMP, IAG, ANZ, Westpac, Evolution, Northern Star, CSL and Cochlear. Also watch Japan’s snap election for possible market moves. 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.

Marcus Today Market Updates
End of Day Report – Friday 6 February: ASX 200 drops 180 points, 1.8% for the week | Losses across the board

Marcus Today Market Updates

Play Episode Listen Later Feb 6, 2026 13:34


The ASX 200 fell 180points today to 8691 (2.0%). Biggest loss since Liberation Day! Across the board losses and no rally in sight this afternoon. Is this the climax of the selling? No where to run, no where to hide, Materials fell hard led by BHP down 3.1% as copper came under pressure in Asia, RIO held up on news the Glencore deal is off, FMG dipped 1.2%. Gold miners fell, although it could have been worse, NST down 1.7% and NEM off only 4.9% with uranium stocks falling hard too on AI trade impacts, LOT dropped 27.8% as it raised money, PDN fell 10.9% and oil and gas stocks fell, WDS down 1.6% and WHC down 4.1%. BPT continued to fall after the results yesterday. Lithium and other base metal stocks also fell, LYC down 3.2% and PLS off 1.2%.Banks were holding up for a while, before gravity took over WBC down 1.2% and NAB down 1.6%.  The Big Bank Basket fell only 0.8% to $278.71.MQG dropped 2.2% and other financials under pressure, HUB off 6.1% and ZIP down 3.3%. Insurers eased and REITs dropped big time, GMG down 6.1% and SCG off 2.5%. Healthcare fell in a hole, CSL down 0.4% and COH falling 3.3% with RMD a bright spot. Retail on sale, JBH down 3.2% and WES off 1.3% with tech wrecked again, WTC down 4.7% and TNE off 5.0%. XRO trying to find a base. Escaping today. NXT dipped 3.9% and EOS down 16.2% and suspended on a research report from Grizzly.In corporate news, RIO and Glencore are now just friends. REA dived 7.8% on its results on lower listings, NWS dipped 5.4% too on results, TWE ditched 8.0% after a UBS report, down % and WEB crashed 29.5% on a Spanish audit. HMC did a strategic deal with KKR and still fell 2.7%. The ASX Tech sector is on track for a 13% fall this week! Down 4.4% again today.Asian markets eased, Japan up 0.8%, China up 0.2%, and HK down 1.3%US Futures down, Nasdaq down 185, Dow down 13610-year yields eases to 4.82%Want to invest with Marcus Today? Our MT20 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.

Market Pulse
A Lender's Case for VantageScore

Market Pulse

Play Episode Listen Later Feb 5, 2026 26:41


Ashley Sellers of Equifax sits down with Jordan Sullivan, Director of Retail Lending at CSL Financial, to explore how modern credit scoring is reshaping mortgage lending. As one of the first lenders to adopt VantageScore for underwriting, CSL shares real-world results, from higher approval rates and lower costs to stronger portfolio performance. The conversation dives into affordability, trended credit data, thin-file borrowers, and why delaying adoption of new credit models may be a competitive disadvantage for lenders navigating today's evolving credit ecosystem.Economist Justin Begley of Moody's Analytics provides our economic update.In this episode:Why did CSL Financial adopt VantageScore for underwriting?CSL Financial adopted VantageScore after internal testing showed it was a stronger predictor of credit risk than legacy models. The lender found it better aligned with borrower behavior and more effective for evaluating thin and non-traditional credit files.How does VantageScore help lenders approve more borrowers?VantageScore uses trended credit data to evaluate whether a borrower's financial behavior is improving or declining over time. This allows lenders to make more informed decisions than snapshot-based models, helping qualified borrowers who may have been overlooked receive approval.What results has CSL Financial seen using VantageScore?Since adopting VantageScore, CSL Financial has increased loan pull-through rates from approximately 8% to nearly 20%, while maintaining stable delinquency levels. The lender has also reduced credit-related costs and improved portfolio performance. Who benefits most from VantageScore-based underwriting?Borrowers with thin credit files, limited credit history, or past credit challenges benefit most. This includes younger borrowers building credit and older consumers who have paid off debt and have limited active tradelines.Why is delaying VantageScore adoption a competitive disadvantage?Lenders who delay adoption risk higher costs, lower approval rates, and less accurate risk pricing. Early adopters like CSL Financial report both operational savings and stronger credit outcomes, making modern scoring models a competitive advantage.

Marcus Today Market Updates
End of Day Report – Monday 2 February: ASX 200 drops 91 as resources hit again | Banks steady

Marcus Today Market Updates

Play Episode Listen Later Feb 2, 2026 12:52


ASX 200 down 91 points to 8779 (-1.0%) as losses accelerated across Asia. 30-point rally into the close helped somewhat. South Korea was smashed over 4% on AI spending fears and gold and silver fell hard as did oil, as selling spilled over to other assets. Here the banks held up on defensive buying and CBA regained its crown as Number 1. Up 1.4%. The Big Bank Basket higher at $270.11 (0.7%). Other financials under some pressure, MQG falling 0.2% with QBE down 1.0% and SOL falling 2.6%. REITs dipped, GMG down 0.1% and SCG off 1.0%. Healthcare too under pressure, RMD down 1.3% and CSL dropping 2.4%. Tech once again skewered, WTC down 2.7% and TNE falling 0.9%. The All -Tech Index fell 1.2%.Resources bore the brunt of the selling, BHP down 2.3% as copper fell in Asia, RIO off 1.0% and the gold miners under serious pressure, although there were some signs of buying. NST dropped 8.1% and EVN down 5.6% with NEM falling 10.0%. Most arrested declines although failed to bounce. Base metals, copper and lithium stocks also under pressure, LYC down 0.9%, LTR falling 4.0% and MIN dropping 1.5%. Oil and gas stocks under pressure too as crude unravelled on more optimistic Trump tweets on Iran. WDS fell 1.8% and STO down 3.3%. Uranium stocks slid too, as shorts stepped back in.In corporate news, CTD founder and CEO resigned. The stock is still in a trading halt. GNC crashed 14.0% after a guidance update to 30% below consensus on EBITDA. KMD fell 5.2% despite an upbeat sales guidance release.On the economic front, all eyes on the RBA tomorrow. HSBC says it will be the first G10 country to raise rates. Asian markets fell as risk unwound. South Korea fell 4.3% amidst concerns about the sustainability of AI-related spending. US Futures weaker, Nasdaq down 1.3%, Dow down 347. 10-year yields steady at 4.82%.Want to invest with Marcus Today? Our MT20 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.

Center For Spiritual Living- Seattle Podcast
CSL's High Holy Day Eve with Kathianne Lewis, DD

Center For Spiritual Living- Seattle Podcast

Play Episode Listen Later Feb 2, 2026 27:29


February 1, 2026 Groundhog Day has been the High Holy Day for CSL members for decades. Find out why and join in a celebration of overcoming the shadows that scare us by honoring the Light.  Speaker: Kathianne Lewis, DDwww.SpiritualLiving.orgTo donate to CSL Seattle: https://bit.ly/donate-cslseattleFor prayer support:PrayerRequest@spiritualliving.org206-524-7729 (PRAY)For a prerecorded Inspiration Line: 206-525-4438 (GIFT)#centersforspiritualliving #cslseattle #spiritualnotreligious

Marcus Today Market Updates
End of Day Report – Thursday 29 January: ASX 200 rallies on BHP and RIO turnaround | Gold shines

Marcus Today Market Updates

Play Episode Listen Later Jan 29, 2026 14:34


ASX 200 fell 6 points to 8928 as iron ore stocks rallied into the close. The turn in BHP and RIO helped on a bump higher in iron ore. Gold miners were strong but not getting carried away. NST up 3.1% and NEM up 2.6% which considering the bullion price went nuts again, shows maybe some short-term fatigue. Uranium stocks were patchy too given the big move to US$100lb in spot prices, PDN only up 1.4% and DYL leading the charge, up 12.4%. Critical metal and rare earths stocks were walloped on unconfirmed reports that the US is abandoning its idea of a floor price. LYC fell 3.7% and ILU dropped 14.1% as impairments didn't help there either. Lithium stocks under pressure too, IGO down 5.8% on production report, LTR fell 4.2% on a bond to equity conversion, MIN dropped 3.8%. Oil and gas doing very little. Meanwhile banks were mixed, CBA off 1.1% and the Big Bank Basket down to $266.66 (-0.7%). Financials were mixed too, ZIP fell 3.8% on the strong AUD, given most of its earnings are in USD now. Healthcare stumbled around in casualty, RMD down 1.1% on USD weakness, CSL the same applies off 0.4% and tech got smashed again. WTC down 2.1% and XRO heading that way, off another 3.1%. The All-Tech Index dropped 1.8%. Industrials slid, BXB down 2.6% and QAN off 2.1%. REITs also under pressure. That kind of day.In corporate news, APX jumped 30.5% as revenue rose to $73.4m. AMP fell 4.6% after some accountancy tweaking. QUB saw Macquarie extend its DD to Feb 15th.  Plenty of quarterlies to keep everyone on their toes. GMD announced some management changes along with production guidance.Asian markets are mixed, with Japan up 0.4%, HK up 0.3%, China unchanged with Indonesia falling hard again on a GS downgrade.US Futures firm, Nasdaq up 68, Dow down 42 - Gold hits record.10-year yields steady at 4.83%Want to invest with Marcus Today? Our MT20 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.

Marcus Today Market Updates
End of Day Report – Wednesday 28 January: ASX 200 shrugs off CPI | Resources and uranium shine

Marcus Today Market Updates

Play Episode Listen Later Jan 28, 2026 16:11


ASX 200 started strong but wobbled ahead of CPI and ended down 8 points to 8934 (0.1%) after CPI nudged higher. Now a 70% chance of a rate rise next week. Most sector of the market slid, Banks off slightly, ANZ down 0.5% and the Big Bank Basket unchanged at $268.50. MQG dropped 1.1% with insurers also weaker, QBE down 1.2% and ZIP came undone, off 4.0%. REITs also under pressure with GMG off 1.1% and SGP falling 0.9%. Industrials pretty weak across the board, WES down 0.7%, ALL off 2.8% and COL and WOW slipped. Tech was again smashed with WTC off 3.8% and XRO falling again. The All-Tech Index dropped 2.8%. Healthcare also saw sellers, RMD down 2.1% and CSL down 1.2%.It was a different story in resources, BHP up 1.7% again, RIO doing well too and gold miners finding buyers again as bullion pushed above $5200. Silver miners also in demand, uranium glowing red hot, no fall out here with PDN up 5.4% and BMN soaring 17.1%. STO and WDS showed a clean pair of heels as crude rose. STO the standout up 3.0%. In corporate news, AUB fell 4.7% after its acquisition and capital raise. ASX dipped slightly after raising expense guidance, BOE soared 10% after cutting cost guidance.In economic news, inflation picked up to 3.8% in December. Blame the Ashes and the Barmy Army. Every economist is now jumping on the rate hike prediction. 70% chance now next week.Asian markets mixed with Japan down 0.6%, China up 0.7% with Indonesia crashes on MSCI moves, down around 7%.US Futures firm, Nasdaq up 150, Dow unchanged - Gold hits record.10-year yields steady at 4.82%Want to invest with Marcus Today? Our MT20 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.

Marcus Today Market Updates
End of Day Report – Thursday 22 January: ASX 200 rallies 66 despite jobs number | Gold drops, banks run

Marcus Today Market Updates

Play Episode Listen Later Jan 22, 2026 15:28


The ASX 200 rallied 66 points to 8849 (0.8%) on Greenland relief despite firmer than expected jobs data putting a Feb rate rise on the table. The reverse of yesterday's moves as banks and industrials bounced back with resources sold off. Some disappointing quarterlies in the gold sector plus some overbought saw profit taking. Bullion prices also eased on the TACO man's latest back flip with pike. Banks were firm, CBA up % and WBC rising % with the Big Bank Basket up to $268.35 (+2.2%). MQG had a good day and other financials also doing well, GDG the exception on quarterly FUM numbers. REITs also doing well despite the unemployment number coming in at 4.1% and the AUD rallying hard. 10-year yields back up to 4.80%. Industrials firmed, retail bounced, WES up 2.5% and CSL rose 1.3% with RMD up 1.9%. Tech still a troubled sector, WTC dropped 0.5% and XRO down 1.2%. The All-Tech Index up 0.6%.In resources, it was reverse all engines. BHP down 0.8% and FMG dropping 5.1% on production disappointment. The gold miners were savaged today, yesterday they were all the rage. EVN gave 4.6% back and NST had another bad quarterly and downgrade leading to a fiery analyst briefing. Off 8.4%. Oil and gas better as was lithium and rare earths. Uranium stocks eked out gains, PDN managed to hold on to gains. Oil and gas stocks better on crude and natural gas pricing. STO up 5.3% on first shipments from Barossa and WDS up 2.9%.In corporate news, S32 maintained its guidance, rising 5.3%, NWL down 3.8% despite second consecutive quarter of FUA growth. DYL up 0.9% on a Tumas update.On the economic front, the jobless rate dropped to 4.1% setting up a rate rise in Feb. Every man and his economist now jumping on the rate rise bandwagon. None got the jobless rate even close. Asian markets mixed, Japan up 2%, China down 0.5% and HK unchanged. Korea hit a record. Dow futures up 104, Nasdaq futures up 75 - 10-year yields higher at 4.80%.  AUD cracks 68c.Want to invest with Marcus Today? Our MT20 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.

Career Strategy Podcast with Sarah Doody
158: From UX Internship to Amazon UX Designer: How Vasudha Got Hired With a Master's in HCI

Career Strategy Podcast with Sarah Doody

Play Episode Listen Later Jan 19, 2026 26:00


In this episode, Sarah interviews Vasudha, a UX Designer at Amazon AWS Applied AI, to talk about what it really looks like to invest in your career early, and how the impact compounds for years.Vasudha joined Career Strategy Lab's UX job search accelerator in late 2023 while finishing her master's degree, navigating the uncertainty of the job market as an international student, and waiting to see whether her AWS internship would convert to a full-time role. Today, she's thriving at Amazon, and still actively uses CSL frameworks for LinkedIn updates, internal promotions, and long-term career growth.This episode is a powerful reminder that Career Strategy Lab isn't just about landing one job. It's about building a career operating system you can reuse, refine, and rely on over time.What You'll Learn in This Episode:✔️ Why Vasudha decided to invest in CSL while still in grad school✔️ How talking to an alumni helped her decide to join✔️ Why CSL skills extend far beyond the job search✔️ How the portfolio sprint changed how she approaches real projects at Amazon✔️ Why answering “why” matters just as much as showing artifacts✔️ How CSL frameworks support promotions—not just hiring✔️ The confidence shift that comes from understanding your blind spots✔️ Why embracing being a UX generalist unlocked clarity and growth✔️ How CSL helps you tell the right story about yourself (not the wrong one)Timestamps:00:00 Introduction to Sarah Doody and Career Strategy Lab00:38 Episode Overview and Open House Context01:21 Vasudha's Journey: From Master's to Amazon05:38 The Impact of Career Strategy Lab10:56 Portfolio Development and Career Growth16:37 The Importance of Storytelling in UX Careers21:54 Advice for Joining Career Strategy Lab23:41 Conclusion and Final Thoughts

Pharma and BioTech Daily
Biopharma Innovations and Regulatory Shifts Unveiled

Pharma and BioTech Daily

Play Episode Listen Later Jan 19, 2026 8:45


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a dynamic phase shaping the industry, marked by scientific advancements, regulatory changes, and strategic shifts within major companies.Teva Pharmaceuticals is making significant strides under the leadership of CEO Richard Francis. The company is transitioning from its traditional focus on generic drugs to a more innovative biopharmaceutical approach. This strategic pivot aims to position Teva alongside industry giants in the biopharma sector, highlighting the increasing importance of innovation over generics in today's competitive landscape.Similarly, Fujifilm is enhancing its competitive edge by capitalizing on its biologics capacity. Rather than pursuing large mergers and acquisitions, Fujifilm is focusing on internal growth, underscoring a broader industry trend where companies are investing in organic growth and technological enhancements to maintain their market positions. This shift reflects a growing recognition of the value of leveraging unique facility designs and capabilities to boost production and efficiency.In regulatory news, the U.S. Food and Drug Administration (FDA) has mandated that pharmaceutical companies like Sanofi, GSK, AstraZeneca, and CSL include warnings about febrile seizures on flu vaccine labels. While these seizures are typically brief and harmless, transparent communication is crucial to maintain patient trust in vaccination programs. This regulatory update exemplifies the FDA's proactive efforts to enhance drug safety communications and address potential adverse effects associated with vaccines.The FDA has also issued untitled letters to Beone and ImmunityBio for promotional materials that potentially violated advertising guidelines. This action underscores the agency's vigilance in ensuring pharmaceutical marketing practices meet required standards of accuracy and transparency.Meanwhile, former Emergent BioSolutions CEO Robert Kramer faces insider trading allegations related to the sale of company shares before public disclosure of contamination issues at a production facility. This legal action brings to light ongoing scrutiny within the industry regarding corporate governance and ethical practices.In terms of advertising spending, AbbVie's Skyrizi topped annual TV ad spending charts for pharmaceuticals, closely followed by J&J's Tremfya. This highlights the continued emphasis on direct-to-consumer advertising as companies compete for market share in therapeutic areas.Internationally, companies like AbbVie are making strategic moves into emerging therapeutic spaces such as bispecific antibodies. AbbVie's recent deal to enter the PD-1xVEGF bispecific space signifies a growing interest in novel therapeutic modalities that offer potential breakthroughs in cancer treatment.At the policy level, former President Donald Trump announced "The Great Healthcare Plan," targeting insurance industry reforms and drug pricing. Although specifics remain sparse, this initiative reflects ongoing political discourse around healthcare affordability—a critical issue shaping industry strategies and public expectations.Turning our attention to Vedanta Biosciences, the company is reallocating resources toward its lead live bacteria cocktail program by significantly reducing its workforce. This move highlights growing interest in microbiome-based therapies as a novel approach to treating diseases by modulating gut microbiota. Vedanta's focus could have substantial implications for future therapeutic options, particularly in immune-related conditions.At the J.P. Morgan Healthcare Conference (JPM26), Chugai Pharmaceutical emphasized enhancing its recognition in the U.S. biopharma sector through new scientific avenues. This strategy underscores the importance of innovation and collaboration for Support the show

Fish Out of Water: The SwimSwam Podcast
Is the College Swimming League the Future? Kyle Sockwell Answers the Hard Questions

Fish Out of Water: The SwimSwam Podcast

Play Episode Listen Later Dec 27, 2025 82:15


Kyle Sockwell has long branded himself as the “CEO of Fun,” but anyone who has worked with him behind the scenes knows that label only tells half the story. Sockwell, now the COO of the newly announced College Swimming League (CSL), has built a reputation in aquatic sports for something that's surprisingly rare in this industry: clarity. Behind the scenes, he's direct about what he knows and what he doesn't. Clear about what's possible and what isn't. And refreshingly uninterested in spin or “gotcha” communication. That matters when the topic is a massive structural shifts in college swimming. The CSL announcement dropped December 9th and immediately became one of the most discussed developments in our sport. The league named former International Swimming League (ISL) Toronto Titans GM Rob Kent as CEO, with Sockwell operating alongside him as COO. In this GMM podcast, we briefly cover Kyle's start and evolution in sports media, and then we dig into the details surrounding CSL

Classic Heart | The BMW Group Classic Podcast
#83 – Classic Heart with Jochen Neerpasch. The driving force behind BMW Motorsport GmbH.

Classic Heart | The BMW Group Classic Podcast

Play Episode Listen Later Dec 18, 2025 45:12


From fitness training to the Procar series, from high-performance models and the Batmobile BMW 3.0 CSL to the Art Cars. With unconventional ideas, Jochen Neerpasch propelled BMW Motorsport to the podium in the 1970s.

Pharma and BioTech Daily
Revolutionizing Hemophilia and Epilepsy Treatments: Key Developments

Pharma and BioTech Daily

Play Episode Listen Later Dec 9, 2025 6:11


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of compelling advancements and challenges that are shaping this dynamic industry.Pfizer has recently unveiled phase 3 results for its hemophilia drug Hympavzi, positioning it as a formidable competitor against Sanofi's Qfitlia and Novo Nordisk's Alhemo. The data suggests Hympavzi offers robust efficacy, potentially revolutionizing hemophilia treatment and enhancing patient outcomes significantly. This development is not just about competition; it represents a critical stride forward in patient care for those affected by this debilitating condition.UCB plans to seek regulatory approval for Fintepla to treat an additional epileptic disorder following positive phase 3 trial results in patients with CDKL5 deficiency disorder. This decision reflects promising results and could offer new hope to patients with limited treatment options, further cementing Fintepla's position in epilepsy management.Gene therapy continues to shine with CSL's Hemgenix demonstrating sustained long-term benefits. After five years of follow-up, a single dose has reduced annualized bleeding rates by an impressive 90% in hemophilia B patients within the Hope-B study. Such long-term efficacy highlights gene therapy's transformative potential, offering lasting improvements in quality of life for patients with genetic disorders.Regulatory frameworks are also evolving, as evidenced by the CDC's Advisory Committee on Immunization Practices (ACIP) voting to modify hepatitis B vaccine guidance for newborns. This decision advocates an individualized approach, sparking debate over vaccination strategies, which reflects the complexities and delicate balance required in public health policies today.Regeneron is making strides to simplify treatment regimens for T-cell engagers Lynozyfic and Ordspono. By reducing regimen complexity, they aim to improve patient compliance and expand access, thus enhancing the potential impact on cancer care—a crucial step toward broader therapeutic accessibility.In an effort to address cost barriers and stimulate domestic production of generics, Mark Cuban has proposed lowering FDA fees. This proposal highlights ongoing discussions around regulatory reforms needed to boost generics manufacturing in the United States. Such initiatives align with broader industry goals of increasing access to affordable medications.Despite these advancements, industry insiders have expressed concerns about "unprecedented turmoil" within the FDA. These challenges underscore the critical role of stable leadership in maintaining public trust and ensuring effective regulation amidst rapid scientific progress.Obesity treatments are gaining significant attention as companies like Wave Life Sciences and Structure Therapeutics report promising data, capturing increased investor interest. This trend underscores a growing focus on innovative pharmacological approaches to address obesity—a complex, multifactorial condition that affects millions globally.The strategic landscape of cancer diagnostics is also evolving, as evidenced by Natera's acquisition of Foresight Diagnostics. This deal underscores ongoing industry consolidation efforts aimed at enhancing technological capabilities and expanding market presence—a testament to the critical role diagnostics play in comprehensive cancer care strategies.As we observe these developments, it's clear that scientific innovation coupled with strategic regulatory maneuvers is shaping the future of healthcare. These advancements offer profound implications for patient care, providing new hope through advanced therapies while highlighting the importance of effective regulation and strategic partnerships.Precision medicine continues to extend beyond oncology into fields like cardiometabolic and neSupport the show

Career Strategy Podcast with Sarah Doody
152: How Steven Built a UX Consultancy After Being Laid Off After 17 Years At The Same Company

Career Strategy Podcast with Sarah Doody

Play Episode Listen Later Dec 8, 2025 21:20


In this interview, Sarah sits down with Steven, a longtime UX leader who spent 17 years at the same digital agency before an unexpected layoff forced him to re-evaluate everything. With no portfolio, no updated resume, and low confidence, Steven joined Career Strategy Lab, and everything changed.Today, Steven is thriving as a fractional product design director, long-term contractor, and consultant helping companies elevate their UX teams and integrate AI into their workflows. In this conversation, he shares how Career Stratgegy Lab's UX job search accelerator helped him rebuild his confidence, tell a clear story about 20+ years of experience, streamline his job search, and even reinvent himself as a business owner.Whether you're mid-career, coming out of a layoff, or curious about consulting, Steven's story is a grounding reminder that clarity, strategy, and community can completely change your UX career trajectory.What You'll Learn in This Episode:✔️ How Steven went from 25% confidence to 80% confidence in his job search✔️ The myth he had to unlearn: your portfolio is not the first step✔️ Why clarity + foundational work = faster, less stressful job search✔️ How CSL's community accelerated his progress and kept him motivated✔️ The mindset shift that helped him stop applying blindly to jobs✔️ How he now uses CSL's frameworks to land consulting and contract roles✔️ Why your “career operating system” needs ongoing updates✔️ How knowing your values helps you choose the right opportunitiesTimestamps:00:00 Introduction to Sarah Doody and Career Strategy Lab00:38 Episode Overview and Open House Context01:26 Sarah Doody's Background and UX Career Coaching02:31 Steven's Journey and Career Strategy Lab Experience04:13 Building Confidence and Telling Your Story06:25 The Power of Community and Networking09:55 Mindset Shifts and Career Value Criteria13:03 Freelance and Consulting Success Tips16:01 Final Thoughts and Advice18:53 Conclusion and Next Steps

The Rules of Investing
Michael O'Neill's 5 key ASX dividend picks and the outlook for income in 2026

The Rules of Investing

Play Episode Listen Later Dec 5, 2025 35:09


The ASX's headline yield has slipped, but dividend income is still on offer if investors know where to look. In this episode of The Rules of Investing, IML's Dr Michael O'Neill explains the dividend outlook, shares five ASX income picks, and outlines the mistake investors are making on rates and valuation risk. *Correction - in the podcast Michael mistakenly said the yield on CSL is 4% when it is actually closer to 3% based on 1-year forward estimates from brokers. 

Cell & Gene: The Podcast
Building Patient-Driven Culture and Leadership Resilience in CGT with Paul Perreault

Cell & Gene: The Podcast

Play Episode Listen Later Dec 4, 2025 18:18


We love to hear from our listeners. Send us a message.On episode 117, Host Erin Harris welcomes Paul Perreault, Strategic Advisor, Board Member and former CEO of CSL, who shares insights from his decade leading the company through global expansion and the COVID-19 pandemic. Perreault highlights the importance of patient-centered culture, strategic focus, and adaptive leadership for cell and gene therapy innovators. He offers practical advice on building a values-driven culture that connects employees to patients, the importance of focusing on core competencies to attract capital, and the necessity of continuous leadership development, even advocating for mentorship and emotional intelligence as growth drivers in fast-evolving organizations.Subscribe to the podcast!Apple | Spotify | YouTube Visit my website: Cell & Gene Connect with me on LinkedIn

Career Strategy Podcast with Sarah Doody
151: Want to get hired in UX in Q1 2026? Start with these Q4 UX career essentials

Career Strategy Podcast with Sarah Doody

Play Episode Listen Later Dec 1, 2025 20:44


In this special coach takeover episode Erin, one of the coaches inside Career Strategy Lab's UX job search accelerator, breaks down the three most important things UX and product professionals should focus on in Q4 to set themselves up to get hired in Q1 of 2026.Whether you're feeling stuck, doubting your materials, overwhelmed by your portfolio, or unsure what support you actually need, this episode gives you a strategic and human approach to moving your job search forward.Erin shares what she and the CSL team are seeing every week while reviewing resumes, portfolios, and LinkedIn profiles—and the biggest patterns that determine whether someone gains traction or stays stuck in place.What You'll Learn in This Episode:✔️ Why you must rethink who you're getting job search feedback from✔️ How inaccurate feedback erodes confidence—and what to do instead✔️ The “back to basics” portfolio reset that outperforms flashy trends✔️ Why hiring managers want clarity over cleverness (and no, you don't need animations)✔️ How to build trust through your case study storytelling✔️ How to determine what level of support you actually need—structure, community, coaching, or therapy✔️ Why Q4 is the perfect time to prepare for Q1 hiring surgesTimestamps:00:00 Introduction to Career Strategy Lab00:38 Three Key Strategies for Getting Hired in Q1 202601:11 Assessing Feedback on Your Career Materials05:50 Back to Basics: Improving Your Portfolio09:19 Getting the Support You Need16:04 Recap and Final Thoughts18:49 Conclusion and Additional Resources19:32 Special Message for Job Seekers

Talk Money To Me
6 Big Investment Themes for 2026

Talk Money To Me

Play Episode Listen Later Nov 27, 2025 38:27


Black Friday panic, Christmas chaos… and a derivatives-led global equity sell-off. In this episode of Talk Money To Me, Candice and Felicity zoom out from the noise and share six major investment themes set to shape portfolios in 2026 plus the ETFs, sectors and stocks they're watching right now.Recorded on 25 November 2025 following a sharp but non-fundamental global equity pullback driven by CTAs, futures activity and a VIX spike, the pair break down why retail investors have been buying the dip, not selling it and why the medium-term setup for equities remains constructive.They then reveal their 2026 Playbook, covering:⭐ Theme 1 – Mid-Duration Fixed Income & Floating RatesWhy the 3–5 year part of the curve, senior bank notes, floating-rate notes and diversified bond ETFs (like MQSD) are compelling defensive anchors heading into an uncertain rate environment.

Career Strategy Podcast with Sarah Doody
150: From Academia to UX: How Ellen Got Hired As A Content Designer at TD Bank

Career Strategy Podcast with Sarah Doody

Play Episode Listen Later Nov 24, 2025 15:56


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 | InstagramTransitioning from academia to UX can be daunting, but Ellen's story proves it's possible. After 17 years as a professor, Ellen pivoted to a Senior Content Designer role at TD Bank, with Career Strategy Lab providing the strategy, clarity, and confidence she needed to make the leap.In this episode, Ellen shares how CSL helped her reframe her experience, confidently communicate her transferable skills, and land her UX role—all while navigating the challenges of switching careers.What You'll Learn in This Episode:✔️ How Ellen navigated the shift from academia to UX✔️ Why confidence was her biggest challenge and how CSL helped her overcome it✔️ The importance of understanding how to communicate transferable skills✔️ How she used the Compass Statement to connect her past experience to her new career✔️ The value of having a portfolio and LinkedIn that clearly reflect your skills✔️ Ellen's tips on standing out during the job search with an authentic, tailored approachTimestamps:00:00 Introduction to Sarah Doody and Career Strategy Lab00:38 Episode Overview and Open House Context01:25 Sarah Doody's UX Career Coaching Journey02:29 Alan's Career Transition Story03:39 Building Confidence and Skills with CSL08:33 Mindset Shifts and Life Lessons10:47 Practical Tips for Job Seekers12:40 Final Thoughts and Encouragement14:04 Podcast Outro and Additional Resources14:44 Special Message for Job Seekers ⭐ Support the show! Leave a rating on Spotify or a review on Apple Podcasts to help more UX professionals find this podcast.

Pharma and BioTech Daily
Pharma Breakthroughs: Regeneron, CSL, and Merck Lead

Pharma and BioTech Daily

Play Episode Listen Later Nov 19, 2025 7:00


Send us a textGood morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into the dynamic landscape of the industry, exploring significant scientific advancements, regulatory changes, clinical trial outcomes, and strategic investments that are shaping the future of healthcare.Starting with strategic investments, Regeneron is making a bold move with a $2 billion investment to transform a former magazine factory in Saratoga Springs, New York, into a state-of-the-art drug manufacturing plant. This investment reflects a broader industry trend towards enhancing domestic manufacturing capabilities to ensure supply chain resilience. Similarly, CSL is channeling $1.5 billion into U.S. plasma-based manufacturing over the next five years. These investments are critical as plasma-derived therapies continue to play a vital role in treating various conditions, necessitating robust manufacturing infrastructure to meet growing demand.In clinical research, Merck's Winrevair has shown promising results in a proof-of-concept study for heart failure patients. This advancement highlights ongoing efforts to address one of the leading causes of morbidity and mortality worldwide—heart failure. The study paves the way for further exploration of activin signaling inhibitors in cardiovascular therapies.On the regulatory front, Eli Lilly has expanded its market reach with the approval of its Alzheimer's medication for distribution in India. This milestone represents progress in tackling the global Alzheimer's disease burden, an ailment that presents significant challenges to healthcare systems worldwide.The FDA's recent critique of AstraZeneca's Farxiga advertisement underscores the importance of accuracy in pharmaceutical marketing. The agency's concerns about potential misleading impressions emphasize ongoing regulatory vigilance to align marketing practices with approved therapeutic uses and ensure patient safety.Shifting to business strategies, Zymeworks' transition towards becoming a 'royalty-driven organization' marks an evolution in biotech business models. By leveraging successful licensing frameworks, Zymeworks aims to enhance revenue streams while focusing on innovation without the traditional constraints of direct commercialization.In cardiovascular therapeutics, Cytokinetics is positioning itself strategically by funding a heart registry, signaling an intensifying competitive landscape as companies vie for leadership in this critical area of healthcare.Roche's development of giredestrant, an oral selective estrogen receptor degrader (SERD), has achieved success in a phase 3 adjuvant breast cancer trial. This positions Roche to capture an unoccupied niche within the competitive breast cancer treatment market and highlights a trend towards targeted therapies with potentially significant patient outcomes.Addressing side effects associated with GLP-1 receptor agonists, Vanda Pharmaceuticals is making strides with tradipitant to mitigate nausea and vomiting induced by Wegovy. As GLP-1 agonists gain traction for their metabolic benefits, adjunct therapies addressing side effects are becoming increasingly pertinent.In digital health initiatives, Humana's collaboration with Epic aims to automate insurance verification and patient check-ins, aligning with federal interoperability goals. This represents a broader industry shift towards digital solutions designed to streamline administrative processes and enhance patient experience.Meanwhile, Lonza's expansion at its Stein facility in Switzerland underscores ongoing capacity-building efforts among contract development and manufacturing organizations (CDMOs). Such expansions are crucial as they provide biopharmaceutical companies with the neSupport the show

CommSec
Morning Report 19 Nov 25: S&P 500 falls for a fourth straight day as tech slumps

CommSec

Play Episode Listen Later Nov 18, 2025 9:51


Wall Street extended its losing streak, with the S&P 500 falling for a fourth straight day as investors braced for Nvidia’s high-stakes AI results. In company news, Microsoft and Nvidia announced plans to invest up to $15 billion in Anthropic, while Home Depot slipped after cutting its forecast on weaker demand. In the commodities market, oil prices steadied as traders weighed the impact of Russian sanctions. Back home, Aussie shares are expected to hover near five-month lows on Wednesday ahead of wages data, while CSL plans to invest $1.5 billion in US drug manufacturing. 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.

Career Strategy Podcast with Sarah Doody
148: From Lost in UX to Confident Systems Designer: How Phoenix Reclaimed His UX Career Identity

Career Strategy Podcast with Sarah Doody

Play Episode Listen Later Nov 10, 2025 32:50


In this episode, Sarah sits down with Phoenix, a Career Strategy Lab (CSL) member who shares what it's like to be in the middle of their UX job search transformation.Phoenix opens up about the identity crisis that came from trying to be what companies wanted and how shifting toward a product-thinking approach—treating their career like a system—led to clarity, confidence, and traction. This is a must-listen for any UX or product professional feeling stuck, unfocused, or uncertain about how to move forward in today's job market.You'll hear Phoenix share the exact moment things started to click, the biggest mindset shifts since joining CSL, and how things like a simple resume rewrite not only clarified their value—but also unlocked a potential $20K salary bump.Whether you're pivoting into UX, climbing toward leadership, or simply tired of second-guessing yourself, Phoenix's story will help you see what's possible when you stop trying to be someone you're not and start owning what you bring to the table.What You'll Learn in This Episode:✔️ How Phoenix went from feeling irrelevant to in control of their UX career✔️ Why “conforming” to what employers want actually backfires—and what to do instead✔️ The power of the compass statement and how it transforms resumes, portfolios, and interviews✔️ How systems thinking applies to both UX and job search strategy✔️ The emotional journey of building a personal brand that reflects your true strengths✔️ Why clarity is more powerful than pep talks when it comes to confidenceTimestamps:00:00 Introduction to Career Strategy Lab00:38 Episode Overview and Open House Context01:22 Q&A with Phoenix: UX Job Search Insights03:59 Phoenix's Journey: From Uncertainty to Clarity07:33 The Power of a Strong Resume and Compass Statement20:04 Emotional Impact and Personal Growth24:19 Advice for Job Seekers and Final Thoughts

The Fin
The biggest Australian company you've never heard of (and why it's in trouble)

The Fin

Play Episode Listen Later Nov 5, 2025 24:19


Health editor Michael Smith discusses CSL’s remarkable story, why investors have lost faith in the healthcare giant and what Trump has to do with it. This podcast is sponsored by Aussie Broadband Further reading: How CSL went from 'bloated bureaucracy' to $145b global behemothWhen Brian McNamee took on the top job at Commonwealth Serum Laboratories, the government-run entity was barely worth the land it was built on.McNamee vows to stay CSL chairman despite growing investor disquietThe pharmaceutical giant has avoided a board spill, but a market bloodbath arising from declining US vaccine rates has investors seething.‘We have to fix this’: Brian McNamee on turning around CSLCSL was once a market darling, now it’s out of favour and pressure is on board and management to convince sceptical investors of a plan to restructure the business.See omnystudio.com/listener for privacy information.

Pharma and BioTech Daily
Gene Therapy Challenges and Regulatory Shifts: Industry Innovations

Pharma and BioTech Daily

Play Episode Listen Later Oct 29, 2025 8:09


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a dynamic landscape of scientific breakthroughs, regulatory shifts, and strategic maneuvers reshaping the industry.BioMarin's recent decision to divest from its hemophilia A gene therapy, Roctavian, has garnered significant attention. Despite being the sole approved gene therapy for hemophilia A, Roctavian has struggled with sales since its launch two years ago. This move underscores the complex challenges in commercializing gene therapies, highlighting that even groundbreaking treatments can face hurdles in market penetration. It reflects broader implications for the commercialization strategies of innovative therapies and emphasizes that market acceptance is as crucial as clinical efficacy.In manufacturing and regulatory affairs, Regeneron is navigating hurdles with its Eylea HD due to persistent manufacturing issues. The FDA's complete response letter points to ongoing problems at a Novo Nordisk plant. This situation illustrates the critical role of manufacturing standards in securing regulatory approvals and ensuring consistent product availability. Regeneron's efforts to seek alternative manufacturing solutions emphasize the importance of compliance and quality assurance in the pharmaceutical landscape.Roche is advancing its kidney disease portfolio with a Phase 3 trial success for Gazyva against idiopathic nephrotic syndrome. Building on previous approvals for lupus nephritis, this achievement underscores Roche's strategic focus on expanding indications for existing biologics. It highlights the value of lifecycle management strategies in maximizing therapeutic potentials and extending the reach of established drugs.A significant shift in pharmacy benefit management is underway as Cigna's Evernorth division moves away from PBM rebates through Express Scripts. This transition towards a rebate-free model may influence industry-wide practices, addressing growing scrutiny over rebate structures criticized for their lack of transparency and their impact on drug pricing.CSL's decision to delay the spinoff of its flu vaccine unit amid declining U.S. immunization rates illustrates market challenges in vaccine uptake. The anticipated drop, particularly among older populations, raises public health concerns and underscores the necessity for enhanced outreach and education to improve immunization coverage.On the investment front, AbbVie, Regeneron, and Sanofi have collectively invested $80 million in ZAG Bio's Series A funding round. This company is developing thymus-targeted medicines for autoimmune diseases, reflecting continued interest in novel therapeutic approaches addressing unmet medical needs within the biotech space.Catalent's rebranding initiative signifies a strategic effort to align corporate identity with mission-driven objectives, emphasizing "missions that matter" as it approaches an anniversary milestone with Novo Nordisk's acquisition. Such rebranding efforts are critical for differentiating service offerings and reinforcing corporate values within competitive markets.The competitive landscape within diabetes and obesity treatment markets is experiencing a potential paradigm shift following the results from Innovent and Eli Lilly's Phase 3 trial of mazdutide. This dual GLP-1/glucagon receptor agonist outperformed Novo Nordisk's semaglutide, offering improved outcomes in weight reduction and glycemic control. Mazdutide's dual mechanism could redefine treatment protocols, offering patients enhanced therapeutic benefits.MapLight Therapeutics has successfully raised $250 million through an IPO to advance its schizophrenia treatment candidate, Cobenfy. This funding supports further clinical development and potential commercialization efforts, reflecting investor confidence in innovative neurologSupport the show

SBS World News Radio
CSL and Wisetech shares smashed & Australia's ASEAN opportunities

SBS World News Radio

Play Episode Listen Later Oct 28, 2025 18:23


SBS Finance Editor Ricardo Gonçalves speaks with Australia's Special Envoy to Southeast Asia Nicholas Moore to find out how regional leaders feel about doing business with Australians as he attends the ASEAN summit; plus Michael Jenneke from UBS Management takes a look at the day's sharemarket action as CSL and Wisetech shares crash.

Center for Spiritual Living Redding Podcast
Ep. 335 Eternal Light - Rev. Mary Mitchell

Center for Spiritual Living Redding Podcast

Play Episode Listen Later Oct 26, 2025 35:32


Ep. 335 Eternal Light - Rev. Mary Mitchell From the Sunday Service at the Center for Spiritual Living in Redding on 10-26-25

Career Strategy Podcast with Sarah Doody
144: Finding & Owning Your UX Voice, How Melp Did With Career Strategy Lab

Career Strategy Podcast with Sarah Doody

Play Episode Listen Later Oct 13, 2025 26:05


After being laid off and earning a Master's degree in UX, Melp still wasn't landing UX job interviews. What changed? She stopped applying to everything and started thinking strategically.In this Q&A from a Career Strategy Lab Open House, Sarah Doody talks with Melp, a UX researcher turned product manager, about the ups and downs of her UX job search journey. Despite years of experience, a Masters degree in UX from the University of Michigan, and hundreds of UX job applications, Melp wasn't getting traction, until she joined Career Strategy Lab.You'll hear how she slowed down to get clear, challenged the narrative that she was “difficult to work with,” and started positioning herself as a strategic asset (not a liability). Her confidence began to rebuild, not because of a new certification, but because she finally saw her work for what it was: valuable.What You'll Learn in This Episode:✔️ Why Melp chose strategy over hustle in her UX job search✔️ How the Career Compass Sprint helped her identify what she really wanted✔️ The mindset shift from “I'm difficult” to “I'm a high-impact team member”✔️ Why she stopped over-preparing and started owning her story✔️ How CSL's “minimum viable portfolio” mindset freed her up to move forward faster✔️ The difference between traditional career support and CSL's strategic, in-depth processTimestamps:00:00 Introduction to Career Strategy Lab02:14 Melp's Career Journey and Challenges03:39 The Importance of Finding the Right Job05:25 Deep Dive into Career Compass Sprint07:02 Confidence and Self-Discovery09:02 The Diva Mindset and Environment Fit17:02 CSL's Unique Approach and In-Depth Process22:18 Final Thoughts and Advice for Job Seekers24:13 Conclusion and Podcast Outro24:53 Special Message for Job Seekers