Podcast appearances and mentions of daniel loeb

David Einhorn and Daniel Loeb are two of the best investors of their generation. In today's episode we review their latest investors letters and see two very different views on where the stock market is at and where it will go from here.So we take a look at their portfolios and see how they're investing based on their views of the market. Which portfolio do we prefer? That is what we debate in today's episode.That's not all we cover:America is cooked (and no, we're not talking about the election)Robinhood is introducing prediction markets and betting to its investment platformThe New York Stock Exchange wants to move to 22 hour tradingWe answer two listener questions on Emerging Market ETFsAnd we compare the returns of index investing against active management in emerging marketsResources discussedDavid Einhorn's letterDaniel Loeb's letter—------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just Invest—------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.

MRKT Matrix - Thursday, October 17th Dow closes at fresh record, Nasdaq ends higher as chipmakers rally (CNBC) TSMC Hikes Revenue Outlook in Show of Confidence in AI Boom (Bloomberg) Apple Secretly Worked with China's BYD on Long-Range EV Battery (Bloomberg) China's $562 Billion Loan Push for Unfinished Homes Disappoints (Bloomberg) Auto giants launch a flurry of cheaper electric vehicles - taking the fight to China (CNBC) Biden administration forgives $4.5 billion in student debt for over 60,000 public service workers (CNBC) Hedge fund manager Daniel Loeb believes Trump's chances are increasing and he's betting accordingly (CNBC) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Jó hír a Telekom ügyfeleinek mmonline.hu     2024-06-28 05:30:09     Infotech Telefon Telekom Metró 5G Mobilinternet A Telekom hálózatmodernizációs programjának keretében 2024 végéig az összes budapesti metróvonalon elérhetővé teszi az 5G hálózatot ügyfelei számára. Elsőként július 1-jétől a kisföldalatti vonalán indítja el az 5G szolgáltatást, amelyet 5G-képes készülékkel és mobilinternet-szolgáltatással tudnak ügyfelei igénybe venni. A Magyar Telekom idén továb Valami kipenderítette a csillagot, amely épp átszáguld a galaxison Rakéta     2024-06-28 06:33:01     Tudomány Magányos, hipersebességű csillag szeli át a Tejútrendszert, és abszolút nincs kizárva, hogy ki is fog repülni ebből a galaxisból. Az eredetére két magyarázat jön szóba. A Hyundai legolcsóbb villanyautója egyáltalán nem tűnik gagyinak Telex     2024-06-28 07:27:22     Tudomány Olcsó Elektromos autó Dél-Korea Hyundai Bár a kategória többi szereplőjét szinte kizárólag költségcsökkentő megoldások jellemzik, a dél-koreai modell kívül-belül rendes autónak tűnik, persze az alacsony ár így is kompromisszumokkal jár. Shaolin szerzetes MI-alkalmazása kapott 10 millió dolláros befektetést ITBusiness     2024-06-28 06:06:10     Mobiltech Németország Mesterséges intelligencia Startup München Coach A müncheni székhelyű Zing Coach, egy mesterségesintelligencia-alapú fitneszalkalmazást fejlesztő egészségügyi technológiai startup 10 millió dollárt kapott a Zubr Capital és a Triple Point Capital finanszírozásában. Ez a befektetés segíteni fogja a vállalatot mesterséges intelligencia-alapú fitneszalkalmazásának fejlesztésében, csapata bővítésében Egy szabadalmi per miatt akár be is tilthatják az AWS-t Németországban Bitport     2024-06-28 13:18:00     Infotech Németország Befektető Amazon Intel AWS A merész javaslatairól ismert aktivista befektető, Daniel Loeb közvetve ismét hallatott magáról. Az által finanszírozott R2 Semiconductor az Intelt már lenyomta, most az Amazonra fáj a foga. Merülő-hűtéssel csökken a számítógépek energiafogyasztása? ICT Global     2024-06-28 06:11:35     Infotech Energia Mexikó Szingapúr A számítógépek hűtése teszi ki az adatközpontok energiafogyasztásának harminc-negyven százalékát. Takarékosabb hűtéssel mérsékelhető lenne a csúcsra pörgetett gépi tanulással masszívan emelkedő környezeti lábnyom. Szingapúrban és Új-Mexikóban is ígéretes alternatívát találtak ki. 300 milliárd forintot dobnak az űrből a tengerbe First Class     2024-06-28 07:32:56     Tudomány Világűr Űrállomás SpaceX Pályafutása végéhez közelít a Nemzetközi Űrállomás, melyet le is kell szedni az égről. A SpaceX fog erről gondoskodni, felfoghatatlan összegért cserébe belevezetik a tengerbe. Nyáron ingyen van az 5G a Vodafone-osoknak 24.hu     2024-06-28 10:57:34     Mobiltech 5G Vodafone Az ajánlat minden olyan ügyfélnek szól, akiknek a jelenlegi előfizetéses csomagja nem tartalmaz 5G hozzáférést. Hatályos a NIS2-törvény it-követelményeket tartalmazó rendelete Mínuszos     2024-06-28 04:33:23     Infotech Audi Kiberbiztonság Kormányrendelet Old Június 24-én hatályossá vált a kiberbiztonsági tanúsításról és a kiberbiztonsági felügyeletről szóló „Kibertan törvény” it-követelményrendszerét tartalmazó kormányrendelete. A NIS2 törvényhez kapcsolódó végrehajtási rendelet megjelenése egyformán jelentős lépés a jogszabállyal érintett cégek, a leendő auditorok és a tanácsadók számára is. A 120 old Gőzerővel indult és vezető szerepre tör a fizz.hu, az Otp Csoport online piactere Digital Hungary     2024-06-28 06:52:00     Infotech Hitel OTP Webáruház Újabb mérföldkőhöz érkezett a magyarországi e-kereskedelem: néhány hónappal a piacralépését követően nagyobb sebességre kapcsol a fizz.hu. Többek között saját, magyar nyelvű ügyfélszolgálatot és OTP-s áruhitelt kínálnak a magyar vásárlóknak és kereskedőpartnereiknek. Céljuk pedig nem kevesebb, mint hogy néhány éven belül a hazai e-kereskedelem egyi Vidáman mosolyog az emberi bőrsejtekből készült bőrrel borított robot Rakéta     2024-06-28 07:15:03     Infotech Robot Megnyerő mosolynak nem neveznénk, de kétségkívül bizonyítja, hogy az élő bőr hatásosabb lehet a szilikon verzióknál. A bőrrel a kutatók nem csak a robotok élethűbb példányait szeretnék létrehozni, hanem az emberi betegségek kezelésében is szerepet kaphat. A ChatGPT elfogult a fogyatékossággal élők önéletrajzaival szemben ITBusiness     2024-06-28 05:05:14     Karrier USA ChatGPT Amerikai kutatók rájöttek, hogy a ChatGPT az olyan, fogyatékossággal kapcsolatos kitüntetéseket tartalmazó önéletrajzokat – mint például a "Tom Wilson Disability Leadership Award" – következetesen alacsonyabb szinten értékelte, mint az azonos önéletrajzokat, amelyekben nem szerepelt semmilyen utalás a fogyatékosságra. Amikor a kutatók szöveges prom Felrobbant egy orosz műhold, veszélybe kerültek az ISS űrhajósai newtechnology.hu     2024-06-28 12:39:56     Tudomány Világűr Műhold Űrállomás Több mint 150 darabra hullott szét egy használaton kívüli orosz műhold, amikor felrobbant az alacsony Föld körüli pályán. Az így keletkezett törmelékfelhő miatt az Nemzetközi Űrállomás (ISS) űrhajósainak menedéket kellett A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

Jó hír a Telekom ügyfeleinek mmonline.hu     2024-06-28 05:30:09     Infotech Telefon Telekom Metró 5G Mobilinternet A Telekom hálózatmodernizációs programjának keretében 2024 végéig az összes budapesti metróvonalon elérhetővé teszi az 5G hálózatot ügyfelei számára. Elsőként július 1-jétől a kisföldalatti vonalán indítja el az 5G szolgáltatást, amelyet 5G-képes készülékkel és mobilinternet-szolgáltatással tudnak ügyfelei igénybe venni. A Magyar Telekom idén továb Valami kipenderítette a csillagot, amely épp átszáguld a galaxison Rakéta     2024-06-28 06:33:01     Tudomány Magányos, hipersebességű csillag szeli át a Tejútrendszert, és abszolút nincs kizárva, hogy ki is fog repülni ebből a galaxisból. Az eredetére két magyarázat jön szóba. A Hyundai legolcsóbb villanyautója egyáltalán nem tűnik gagyinak Telex     2024-06-28 07:27:22     Tudomány Olcsó Elektromos autó Dél-Korea Hyundai Bár a kategória többi szereplőjét szinte kizárólag költségcsökkentő megoldások jellemzik, a dél-koreai modell kívül-belül rendes autónak tűnik, persze az alacsony ár így is kompromisszumokkal jár. Shaolin szerzetes MI-alkalmazása kapott 10 millió dolláros befektetést ITBusiness     2024-06-28 06:06:10     Mobiltech Németország Mesterséges intelligencia Startup München Coach A müncheni székhelyű Zing Coach, egy mesterségesintelligencia-alapú fitneszalkalmazást fejlesztő egészségügyi technológiai startup 10 millió dollárt kapott a Zubr Capital és a Triple Point Capital finanszírozásában. Ez a befektetés segíteni fogja a vállalatot mesterséges intelligencia-alapú fitneszalkalmazásának fejlesztésében, csapata bővítésében Egy szabadalmi per miatt akár be is tilthatják az AWS-t Németországban Bitport     2024-06-28 13:18:00     Infotech Németország Befektető Amazon Intel AWS A merész javaslatairól ismert aktivista befektető, Daniel Loeb közvetve ismét hallatott magáról. Az által finanszírozott R2 Semiconductor az Intelt már lenyomta, most az Amazonra fáj a foga. Merülő-hűtéssel csökken a számítógépek energiafogyasztása? ICT Global     2024-06-28 06:11:35     Infotech Energia Mexikó Szingapúr A számítógépek hűtése teszi ki az adatközpontok energiafogyasztásának harminc-negyven százalékát. Takarékosabb hűtéssel mérsékelhető lenne a csúcsra pörgetett gépi tanulással masszívan emelkedő környezeti lábnyom. Szingapúrban és Új-Mexikóban is ígéretes alternatívát találtak ki. 300 milliárd forintot dobnak az űrből a tengerbe First Class     2024-06-28 07:32:56     Tudomány Világűr Űrállomás SpaceX Pályafutása végéhez közelít a Nemzetközi Űrállomás, melyet le is kell szedni az égről. A SpaceX fog erről gondoskodni, felfoghatatlan összegért cserébe belevezetik a tengerbe. Nyáron ingyen van az 5G a Vodafone-osoknak 24.hu     2024-06-28 10:57:34     Mobiltech 5G Vodafone Az ajánlat minden olyan ügyfélnek szól, akiknek a jelenlegi előfizetéses csomagja nem tartalmaz 5G hozzáférést. Hatályos a NIS2-törvény it-követelményeket tartalmazó rendelete Mínuszos     2024-06-28 04:33:23     Infotech Audi Kiberbiztonság Kormányrendelet Old Június 24-én hatályossá vált a kiberbiztonsági tanúsításról és a kiberbiztonsági felügyeletről szóló „Kibertan törvény” it-követelményrendszerét tartalmazó kormányrendelete. A NIS2 törvényhez kapcsolódó végrehajtási rendelet megjelenése egyformán jelentős lépés a jogszabállyal érintett cégek, a leendő auditorok és a tanácsadók számára is. A 120 old Gőzerővel indult és vezető szerepre tör a fizz.hu, az Otp Csoport online piactere Digital Hungary     2024-06-28 06:52:00     Infotech Hitel OTP Webáruház Újabb mérföldkőhöz érkezett a magyarországi e-kereskedelem: néhány hónappal a piacralépését követően nagyobb sebességre kapcsol a fizz.hu. Többek között saját, magyar nyelvű ügyfélszolgálatot és OTP-s áruhitelt kínálnak a magyar vásárlóknak és kereskedőpartnereiknek. Céljuk pedig nem kevesebb, mint hogy néhány éven belül a hazai e-kereskedelem egyi Vidáman mosolyog az emberi bőrsejtekből készült bőrrel borított robot Rakéta     2024-06-28 07:15:03     Infotech Robot Megnyerő mosolynak nem neveznénk, de kétségkívül bizonyítja, hogy az élő bőr hatásosabb lehet a szilikon verzióknál. A bőrrel a kutatók nem csak a robotok élethűbb példányait szeretnék létrehozni, hanem az emberi betegségek kezelésében is szerepet kaphat. A ChatGPT elfogult a fogyatékossággal élők önéletrajzaival szemben ITBusiness     2024-06-28 05:05:14     Karrier USA ChatGPT Amerikai kutatók rájöttek, hogy a ChatGPT az olyan, fogyatékossággal kapcsolatos kitüntetéseket tartalmazó önéletrajzokat – mint például a "Tom Wilson Disability Leadership Award" – következetesen alacsonyabb szinten értékelte, mint az azonos önéletrajzokat, amelyekben nem szerepelt semmilyen utalás a fogyatékosságra. Amikor a kutatók szöveges prom Felrobbant egy orosz műhold, veszélybe kerültek az ISS űrhajósai newtechnology.hu     2024-06-28 12:39:56     Tudomány Világűr Műhold Űrállomás Több mint 150 darabra hullott szét egy használaton kívüli orosz műhold, amikor felrobbant az alacsony Föld körüli pályán. Az így keletkezett törmelékfelhő miatt az Nemzetközi Űrállomás (ISS) űrhajósainak menedéket kellett A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

U.S. Supreme Court issues major gun case ruling | Missouri Democratic primary draws major questions | Montana progressive with interesting family ties running for office | 2024 Election Era Rolls On Now with a Pro Biden Fox News Poll!SCOTUS issues major gun case rulinghttps://www.npr.org/2024/05/23/1252764853/supreme-court-gunsMajor Missouri Race Poll: https://emersoncollegepolling.com/missouri-2024-poll-ashcroft-23-kehoe-20-lead-republican-primary-for-governor-46-undecided/True or False: Missourians might hit a soft reset in 2024Major Missouri Race Poll: https://emersoncollegepolling.com/missouri-2024-poll-ashcroft-23-kehoe-20-lead-republican-primary-for-governor-46-undecided/“Kehoe's strength is older voters: 26% of voters over 60 support Kehoe while 18% support Ashcroft. Ashcroft performs best with voters in their 30s, 40s, and 50s: 31% of whom support Ashcroft while 15% support Kehoe,” Spencer Kimball, executive director of Emerson College Polling, said. In the November presidential election, 53% of Missouri voters support former president Donald Trump, 40% support President Joe Biden, and 7% are undecided. With third-party candidates on the ballot, Trump's support decreases to 50%, and Biden's to 35%, while 7% support Robert F. Kennedy Jr., and 1% support Cornel West and Jill Stein respectively. Yeah.. NO: Missouri Democratic primary draws major questions https://www.huffpost.com/entry/wesley-bell-republican-campaign-manag_n_66747f65e4b069d92e24ad5eAs of May, Bell has raised more than $65,000 in contributions from donors who normally give to Republicans. They include a former GOP speaker of the Missouri House, the billionaire hedge fund founder Daniel Loeb, and the former finance chair for Sen. Tim Scott's (R-S.C.) presidential super PAC.“I am pro-life and I will support a constitutional amendment to protect the rights of the unborn,” Byrne told the St. Louis Post-Dispatch. “I will protect our Second Amendment right to bear arms. … I will increase funding for the border patrol and crack down on employers who knowingly hire illegal immigrants.”“It is a little strange to me that this is where you'd be putting your efforts in 2006, when there were a good number of Democrats running for office that needed help and support,” she said. “Friendship is one thing. But empowering friends who have problematic viewpoints to get into positions of power, that's concerning.”Yeah… YEAH: Montana progressive with interesting family ties running for officehttps://www.theguardian.com/us-news/article/2024/jun/19/dakota-adams-oath-keeper-son-montana-electionsHe ain't no senator's son, that's for sure2024 Election Era Rolls OnTrump camp might have asked for help from Missouri senator… or not?https://www.kansascity.com/news/politics-government/article289363355.htmlTurning Point USA is going to handle the ground game? aiming to ultimately spend $108 million on a get-out-the-vote effort in key battleground states, according to two sources familiar with the plans. The “Chase the Vote” program has built out infrastructures in Arizona, Wisconsin and Michigan, all states that Trump won in 2016 but lost to President Joe Biden in 2020. While Trump speaks to the crowd this weekend, the group is planning to sign up more local volunteers as well as pass out job applications to beef up their program, particularly in the Wolverine State.Democratic operatives have mocked Trump's campaign for their limited hired staff on the ground, as Biden's team has continued to build out its own massive ground game operation.“You need boots on the ground to win an election,” said one veteran Democratic strategist, who spoke on condition of anonymity to speak candidly. “(The Biden campaign) is far outpacing Trump's operation on this front.”https://www.cnn.com/2024/06/15/politics/trump-campaign-turning-point-charlie-kirkBig Money: https://www.theguardian.com/us-news/article/2024/jun/21/billionaire-tim-mellon-trump-donationBuy or Sell: Farmers for… Biden? https://www.theguardian.com/us-news/article/2024/jun/21/trump-biden-agriculture-policiesThen, not long after, Trump began trade tariffs against many of the US's international allies.“Our allies retaliated by going after our soft underbelly: our agriculture,” Gibbs says. “When China retaliated by no longer taking our soybeans, I lost 20% of the value of my crop overnight.”Gibbs is among a small but perhaps growing group of US farmers who fear that Trump's threats of renewed trade wars and immigrant deportations could ruin their businesses should he prevail in the November presidential election Polling From Fox “not toooo good” but again, just one pollWe talked last week about IF the economic indicators would have time to catch voters attentions going into the fallhttps://www.foxnews.com/official-polls/fox-news-poll-three-point-shift-biden-trump-matchup-since-mayBiden got improved marks on: Economy and ImmigrationThere was also a 4-point shift in the expanded ballot. When other potential candidates are included, Biden tops Trump by 1 point (43%-42%), Robert F. Kennedy, Jr. receives 10% and Cornel West and Jill Stein get 2% each. Last month, Trump was ahead of Biden by 3 points (43%-40%).  https://www.newsweek.com/donald-trump-devastating-poll-fox-news-joe-biden-election-economy-1915063In a previous Fox News poll from May, Trump was leading Biden by one point (49 percent to 48 percent). The former president was also enjoying a five-point lead over Biden in March (50 percent to 45 percent), meaning there has been a significant swing in favor of the Democrat incumbent in the past three monthsFrom the Fox Summary: Three-quarters of voters say it matters "a great deal" to them who wins the presidential election, and they favor Biden over Trump by 5 points. More women than men (by 7 points) feel like the outcome matters a great deal, as do more voters ages 65+ than young voters (+24) — that could be a big help to Biden if it holds. @TheHeartlandPOD on Twitter and ThreadsCo-HostsAdam Sommer @Adam_Sommer85 (Twitter) @adam_sommer85 (Threads)Rachel Parker @msraitchetp (Threads) Sean Diller (no social)The Heartland Collective - Sign Up Today!JOIN PATREON FOR MORE - AND JOIN OUR SOCIAL NETWORK!“Change The Conversation”Outro Song: “The World Is On Fire” by American Aquarium http://www.americanaquarium.com/

U.S. Supreme Court issues major gun case ruling | Missouri Democratic primary draws major questions | Montana progressive with interesting family ties running for office | 2024 Election Era Rolls On Now with a Pro Biden Fox News Poll!SCOTUS issues major gun case rulinghttps://www.npr.org/2024/05/23/1252764853/supreme-court-gunsMajor Missouri Race Poll: https://emersoncollegepolling.com/missouri-2024-poll-ashcroft-23-kehoe-20-lead-republican-primary-for-governor-46-undecided/True or False: Missourians might hit a soft reset in 2024Major Missouri Race Poll: https://emersoncollegepolling.com/missouri-2024-poll-ashcroft-23-kehoe-20-lead-republican-primary-for-governor-46-undecided/“Kehoe's strength is older voters: 26% of voters over 60 support Kehoe while 18% support Ashcroft. Ashcroft performs best with voters in their 30s, 40s, and 50s: 31% of whom support Ashcroft while 15% support Kehoe,” Spencer Kimball, executive director of Emerson College Polling, said. In the November presidential election, 53% of Missouri voters support former president Donald Trump, 40% support President Joe Biden, and 7% are undecided. With third-party candidates on the ballot, Trump's support decreases to 50%, and Biden's to 35%, while 7% support Robert F. Kennedy Jr., and 1% support Cornel West and Jill Stein respectively. Yeah.. NO: Missouri Democratic primary draws major questions https://www.huffpost.com/entry/wesley-bell-republican-campaign-manag_n_66747f65e4b069d92e24ad5eAs of May, Bell has raised more than $65,000 in contributions from donors who normally give to Republicans. They include a former GOP speaker of the Missouri House, the billionaire hedge fund founder Daniel Loeb, and the former finance chair for Sen. Tim Scott's (R-S.C.) presidential super PAC.“I am pro-life and I will support a constitutional amendment to protect the rights of the unborn,” Byrne told the St. Louis Post-Dispatch. “I will protect our Second Amendment right to bear arms. … I will increase funding for the border patrol and crack down on employers who knowingly hire illegal immigrants.”“It is a little strange to me that this is where you'd be putting your efforts in 2006, when there were a good number of Democrats running for office that needed help and support,” she said. “Friendship is one thing. But empowering friends who have problematic viewpoints to get into positions of power, that's concerning.”Yeah… YEAH: Montana progressive with interesting family ties running for officehttps://www.theguardian.com/us-news/article/2024/jun/19/dakota-adams-oath-keeper-son-montana-electionsHe ain't no senator's son, that's for sure2024 Election Era Rolls OnTrump camp might have asked for help from Missouri senator… or not?https://www.kansascity.com/news/politics-government/article289363355.htmlTurning Point USA is going to handle the ground game? aiming to ultimately spend $108 million on a get-out-the-vote effort in key battleground states, according to two sources familiar with the plans. The “Chase the Vote” program has built out infrastructures in Arizona, Wisconsin and Michigan, all states that Trump won in 2016 but lost to President Joe Biden in 2020. While Trump speaks to the crowd this weekend, the group is planning to sign up more local volunteers as well as pass out job applications to beef up their program, particularly in the Wolverine State.Democratic operatives have mocked Trump's campaign for their limited hired staff on the ground, as Biden's team has continued to build out its own massive ground game operation.“You need boots on the ground to win an election,” said one veteran Democratic strategist, who spoke on condition of anonymity to speak candidly. “(The Biden campaign) is far outpacing Trump's operation on this front.”https://www.cnn.com/2024/06/15/politics/trump-campaign-turning-point-charlie-kirkBig Money: https://www.theguardian.com/us-news/article/2024/jun/21/billionaire-tim-mellon-trump-donationBuy or Sell: Farmers for… Biden? https://www.theguardian.com/us-news/article/2024/jun/21/trump-biden-agriculture-policiesThen, not long after, Trump began trade tariffs against many of the US's international allies.“Our allies retaliated by going after our soft underbelly: our agriculture,” Gibbs says. “When China retaliated by no longer taking our soybeans, I lost 20% of the value of my crop overnight.”Gibbs is among a small but perhaps growing group of US farmers who fear that Trump's threats of renewed trade wars and immigrant deportations could ruin their businesses should he prevail in the November presidential election Polling From Fox “not toooo good” but again, just one pollWe talked last week about IF the economic indicators would have time to catch voters attentions going into the fallhttps://www.foxnews.com/official-polls/fox-news-poll-three-point-shift-biden-trump-matchup-since-mayBiden got improved marks on: Economy and ImmigrationThere was also a 4-point shift in the expanded ballot. When other potential candidates are included, Biden tops Trump by 1 point (43%-42%), Robert F. Kennedy, Jr. receives 10% and Cornel West and Jill Stein get 2% each. Last month, Trump was ahead of Biden by 3 points (43%-40%).  https://www.newsweek.com/donald-trump-devastating-poll-fox-news-joe-biden-election-economy-1915063In a previous Fox News poll from May, Trump was leading Biden by one point (49 percent to 48 percent). The former president was also enjoying a five-point lead over Biden in March (50 percent to 45 percent), meaning there has been a significant swing in favor of the Democrat incumbent in the past three monthsFrom the Fox Summary: Three-quarters of voters say it matters "a great deal" to them who wins the presidential election, and they favor Biden over Trump by 5 points. More women than men (by 7 points) feel like the outcome matters a great deal, as do more voters ages 65+ than young voters (+24) — that could be a big help to Biden if it holds. @TheHeartlandPOD on Twitter and ThreadsCo-HostsAdam Sommer @Adam_Sommer85 (Twitter) @adam_sommer85 (Threads)Rachel Parker @msraitchetp (Threads) Sean Diller (no social)The Heartland Collective - Sign Up Today!JOIN PATREON FOR MORE - AND JOIN OUR SOCIAL NETWORK!“Change The Conversation”Outro Song: “The World Is On Fire” by American Aquarium http://www.americanaquarium.com/

Bugün “İsrail için ne yapabilirim” diye kendine dert edinen küresel şirketlerin patron ve yöneticilerinden oluşan dolar milyarderlerinin varlığını bilmeyenler de öğrendi. Siyonist milyarderlerin gizli yazışmaları ünlü Washington Post gazetesinde yayınlandı. İsrail'in Gazze'yi bombalamaya başladığı 7 Ekim sonrasında ABD'deki Siyonist milyarderler WhatsApp grubu kurarak ellerini ceplerine atmışlar ve israil'in çocukları öldürmesine nasıl destek vereceklerini konuşmuşlar. İsrail'in Gazze'ye yönelik soykırım başlatması konusunda Amerikan kamuoyunu etkilemeyi amaçlayan milyarderlerden oluşan grubun varlığı Washington Post'un elde ettiği yazışmalara ve gruba aşina olan kişilere dayandırdığı ve yayınladığı haberle ortaya çıktı. Sohbet kaydına doğrudan erişimi olan kaynaklar, sohbetin gizli kalması amaçlandığı için içeriğini gazeteye isimlerinin açıklanmaması şartıyla vermişler. Zaten İsrail yanlısı şirketler desteklerini Gazze'nin bombalanmasından bu yana gizlemiyorlardı. Açıktan destekliyorlardı. ** Milyarderler grubunda kimler var kimler; Starbucks'ın eski CEO'su Howard Schultz, Dell'in kurucusu ve CEO'su Michael Dell, risk fonu yöneticisi Bill Ackman ve Thrive Capital'in kurucusu ve eski Başkan Donald Trump'ın damadı Jared Kushner'in kardeşi Joshua Kushner, Kind Snack şirketinin kurucusu Daniel Lubetzky, risk fonu yöneticisi Daniel Loeb, milyarder Len Blavatnik ve emlak yatırımcısı Joseph Sitt.

Das Buch zum Podcast? JETZT BESTELLEN. Alle Infos zu ausgewählten Werbepartnern findest du hier. Lieber als Newsletter? Geht auch. Microsoft drohen 29 Milliarden an Steuernachzahlung. easyJet droht eine 20 Milliarden schwere Rechnung von Airbus. Und die USA werden von hoher Inflation bedroht. Die gute Nachricht: Stabilus macht stabile Übernahme. Ein Schiff von Huntington Ingalls Industries (WKN: A1JE8X) kostet 13.000.000.000 $. JPMorgan feiert. Aktivistische Investoren wie Nelson Peltz, Bill Ackman oder Daniel Loeb haben viel Macht und wenig Anteile. Wie geht das? Diesen Podcast vom 13.10.2023, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Marchand and John Ourand spend much of the pod peppering ESPN's Burke Magnus, this week's Big Get, with questions about the college sports landscape. Magnus discussed what happened during Big Ten media rights negotiations and how ESPN views upcoming Pac-12 and Big 12 negotiations. Magnus also discusses how ESPN plans to schedule SEC and ACC games next year and talks about the future of SEC Network and ACC Network.   Pod topics include Tiger Woods and Rory McIlroy's latest venture, Amazon's failure to get Big Ten or UEFA rights and CNN's decision to move away from media reporting. Marchand and Ourand also talk about whether Disney plans to spin off ESPN, Ted Leonsis' purchase of NBC Sports Washington, broadcasters' support of women's sports, Amazon's “Thursday Night Football” debut and the Little League Classic. Mentioned on this week's pod: Chris Russo, Eric Shanks, Mark Silverman, Larry Jones, Andrew Fegyveresi, Brad Zager, Tom Brady, The Masked Singer, Urban Meyer, Mike McCarley, Rory McIlroy, Tiger Woods, Dick Ebersol, John Collins, Jeff Bezos, Brian Stelter, Chris Licht, John Malone, Oliver Darcy, Sean McManus, Ted Lasso, Daniel Loeb, Bob Chapek, Michael Nathanson, Bob Iger, Ted Leonsis, Zach Leonsis, Randy Levine, Kirk Herbstreit, Al Michaels, Kaylee Hartung, Fred Gaudelli, Mark Gross, Cedric Mullins, Austin Hays, Adley Rutschman, Karl Ravech, Mo'ne Davis, Meghan Ourand, Bill Simmons, David Lennon, Dave Anderson, Steve Anderson, George Bodenheimer, Dick Vitale, Burke Magnus IV, Kevin Warren, Michael Smith, John Swofford, John Wildhack, Mike Aresco, Jack Swarbrick, Jimmy Pitaro, Paul Rabil, Mike Rabil, Keyshawn Johnson, Aaron Judge, Mike Francesa   Learn more about your ad choices. Visit megaphone.fm/adchoices

The U.S. markets rally continues with the Dow closing above its 200-day moving average for the first time in four months. Disney shares are up on the news that investor Daniel Loeb's Third Point is to buy a new stake in the entertainment giant. The hedge fund manager has also written to CEO Bob Chapek urging him to spin off sports network ESPN. In mining news, BHP posts its best profit in 11 years and has suggested it may improve a bid for Oz Minerals. And in Germany has introduced a new gas price levy on households and businesses with Energy Minister Robert Habeck blaming Russia for allegedly weaponising resource security in the wake of the Ukraine conflict.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It’s February 28th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show: Walmart enters an economic environment that plays to the company’s strengths Postal service launches new next-day local shipping service called USPS Connect Activist investor Daniel Loeb sees $1 trillion dollars of untapped value in Amazon Macy’s not breaking up but still a lot of hard work ahead And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs. For more news from Rick, check out: https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/

In this episode, Scott Becker discusses: Walmart earnings beat expectations. Daniel Loeb sees $1 trillion in untapped value at Amazon. Markets and Treasuries update. PE ratios of 10 stocks. Covid deaths now averaging 2,300 a day. Mega PE funds busy making big investments.

In this episode, Scott Becker discusses: Walmart earnings beat expectations. Daniel Loeb sees $1 trillion in untapped value at Amazon. Markets and Treasuries update. PE ratios of 10 stocks. Covid deaths now averaging 2,300 a day. Mega PE funds busy making big investments.

In this episode, Scott Becker discusses: Walmart earnings beat expectations. Daniel Loeb sees $1 trillion in untapped value at Amazon. Markets and Treasuries update. PE ratios of 10 stocks. Covid deaths now averaging 2,300 a day. Mega PE funds busy making big investments.

In this episode, Scott Becker discusses: Walmart earnings beat expectations. Daniel Loeb sees $1 trillion in untapped value at Amazon. Markets and Treasuries update. PE ratios of 10 stocks. Covid deaths now averaging 2,300 a day. Mega PE funds busy making big investments.

In this episode, Scott Becker discusses: Walmart earnings beat expectations. Daniel Loeb sees $1 trillion in untapped value at Amazon. Markets and Treasuries update. PE ratios of 10 stocks. Covid deaths now averaging 2,300 a day. Mega PE funds busy making big investments.

In this episode, Scott Becker discusses: Walmart earnings beat expectations. Daniel Loeb sees $1 trillion in untapped value at Amazon. Markets and Treasuries update. PE ratios of 10 stocks. Covid deaths now averaging 2,300 a day. Mega PE funds busy making big investments.

In this episode, Scott Becker discusses: Walmart earnings beat expectations. Daniel Loeb sees $1 trillion in untapped value at Amazon. Markets and Treasuries update. PE ratios of 10 stocks. Covid deaths now averaging 2,300 a day. Mega PE funds busy making big investments.

On this Episode of “Tarot Today Radio”, Hosts Mary Brown and Dax Carlisle welcome their Special Guest: Daniel Loeb! ...They will be discussing Daniel's Deck: The "Rota Mundi Tarot: The Rosicrucian Arcanum"! Sponsored by: "The Tarot Guild" - the international organization for Tarot Lovers, Students, and Professional Readers, since 2004! www.TheTarotGuild.com More Upcoming Shows! >>>> PsychicTalk.net/Upcoming

Aeon Investment Management's chief investment officer Asief Mohamed comments on Johann Rupert-controlled luxury goods maker Richemont, after the behemoth added around R100bn in market value on Friday. The share price rally, which came off the back of superb half-results, can also be attributed to corporate action in its online sales platform; the company is in talks with e-commerce platform Farfetch. On top of this, an activist asset manager called Third Point, led by Daniel Loeb, has bought around 3% of the business and will be looking to iron out the operational issues plaguing one of the world's largest luxury goods businesses. Whether Johann Rupert, who is the controlling shareholder via higher voting shares, will agree with Loeb's direction is unknown at this point. Mohamed outlines some of the reasons for Richemont's ‘expensive' valuation, given its cheap cost of capital and rand hedge qualities. 

Oliereus Shell kreeg een aantal weken terug een brief op de mat van de Amerikaanse miljardair Daniel Loeb. Loeb, een activistische aandeelhouder, riep het bedrijf op om zich op te splitsen. Wie zijn die activistische aandeelhouders eigenlijk? Maken bedrijven, zoals Shell, zich druk om deze mensen? En wat kan aandeelhouders activisme met bedrijven doen? Dat bespreken DFT-verslaggevers Herman Stam en Martin Visser samen met journalist Edwin van der Schoot in een nieuwe aflevering van de podcast ‘Kwestie van Centen'.

NATO members meet in Brussels and double down on criticism of Chinese expansionism. Moscow is also labelled a security threat. U.S. President Joe Biden fired a warning to Russian President Vladimir Putin over the welfare of jailed opposition politician Alexei Navalny. The U.S. and the EU are reportedly set to end a 17-year feud over aircraft subsidies. In the UK, Prime Minister Boris Johnson delays ‘Freedom Day', keeping the country locked down by up to a month to combat the spread of the Indian variant. And in M&A news, Third Point's Daniel Loeb and Pershing Square's Bill Ackman vie for French media group Vivendi as it looks to spin off Universal Music Group. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The crypto market is looking bullish as Bitcoin had crossed $60,000 again, XRP pumped past $1.24 and VeChain is over $0.14. Goldman Sachs CEO David Solomon said that he expects the Bitcoin and the digital currency world will experience a “big evolution.” State Street is helping build a crypto trading platform for institutions. Billionaire investor Daniel Loeb’s “deep dive into crypto” last month led his $17.6 billion hedge fund to a familiar place: a custody deal with Coinbase. California real estate stalwart Caruso properties will now accept bitcoin for rent on all its properties. Nasdaq-listed mining company Riot Blockchain (NASDAQ: RIOT) announced Wednesday it has inked an agreement to purchase 42,000 mining machines from Bitmain Technologies, pushing the total of fully deployed Antminers machines to 81,150.

Join us for this exclusive pre-released episode as part of Finance Podcast Week. This episode is brought to you by Alec and Bryce of the Equity Mates Investing podcast. … In today's episode of Equity Mates, we take a look at one of the most interesting and underrated sources of data - 13F filings. Every quarter, big fund managers are required to report what they own and as investors, we get a glimpse of what the best investors in the world have been buying and selling.  So in this episode we unpack everything you need to know about 13Fs: what they are, where you can find them and how you can use them in your investing research.  We also look at some examples from the quarter ending December 2020. We take a look under the hood at the portfolios of some of the world's most well known investors including Warren Buffett, Bill Ackman and Daniel Loeb.  ******* Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.  Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Product Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. ******* Have you just started your investing journey?  Head over to Get Started Investing - our beginner investor podcast designed to give you the information and the confident to get started today.  Want more Equity Mates?  Head over to our website, subscribe to our social channels and mailing lists or check out our YouTube channel.  … Finance Podcast Week runs from March 26th-March 28th, 2021 with live-streamed sessions and panels, and brand new, exclusive episodes.  Utilizing Podbean's live streaming platform, we're offering you the opportunity to join the conversation and be part of the experience. Finance Podcast Week is brought to you by Podbean and brings you expertise and insight on podcast topics ranging from personal finance, budgeting, real estate, cryptocurrency, investing for millennials, the GameStop short, and more!  Follow the Finance Podcast Week channel here for daily meditations, episode releases and more! For more information and to register to join the live streams in real-time go to www.podcastweek.live.finance    The content of Finance Podcast Week is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site and podcast constitute a solicitation, recommendation, endorsement, or offer by Podbean or any third party service providers to buy or sell any securities or other financial instruments.

Famed activist investor Daniel Loeb wrote a letter to Disney management arguing that the time to go all in on streaming is now. We've been following the streaming wars pretty closely, and we decided to break down the letter and then reconsider Disney and Netlfix's positions a year after Disney+'s launch, and 8 months into a pandemic that has accelerated the streaming game. The question came down to 'what battleground do these companies want to actually fight on'?  Topics Covered 2:15 minute mark – The need for capital and Disney's studio business history | 10:00 – The SaaS parallel and Disney's flywheel  | 16:30 – The new bundle, different from the old bundle? | 24:30 – The 5d Chess around the streaming wars  | 27:00 – How enduring is the event model, theaters or otherwise? | 30:00 – Costs in the new content world | 35:45 – the looming presence of the big fish and how much growth is there still out there | 43:00 – Takeaways for Netflix and Disney | 53:00 – What sort of game are we playing | Works cited or that are relevant: Daniel Loeb's letter to Disney - https://www.scribd.com/document/479149667/Third-Point-Letter-to-Disney-October-2020 Akram's Razor's reaction piece - https://seekingalpha.com/article/4380091-disney-field-of-streams Doug Shapiro - https://medium.com/swlh/one-clear-casualty-of-the-streaming-wars-profit-683304b3055d ProPublica - https://www.propublica.org/article/meet-the-customer-service-reps-for-disney-and-airbnb-who-have-to-pay-to-talk-to-you

The movie business has struggled to make money during the COVID-19 pandemic. Some industry insiders say it should prioritize streaming.

A fresh, broad rally for US equity markets - Dow up +527-points or +2.05% to 26,269.89. Boeing Co (up +12.95%) jumped following reports that billionaire investor Daniel Loeb's Third Point had taken a stake in the aerospace group. American Express Co (+6.39%) was also a key contributor to the Dow's latest rise. The broader S&P500 gained +1.36% to 3,112.87, posting its first four day winning streak since early February. Industrials (up +3.91%), Financials (+3.83%) and Energy (3.05%) led ten of the eleven primary sectors higher. Health Care (down -0.20%) was the only laggard. Data compiled by LPL Financial showed the S&P 500 posted its largest 50-day rally in history. The data also showed stocks were higher 100% of the time six and 12 months after the previous largest rallies on record. Both the Dow and S&P500 logged their highest close since 4 March. The NASDAQ rose +0.78% to 9,682.91 and settled ~1.4% below its 19 February record closing high (9,817.18). The Nasdaq-100 briefly traded above its February peak late in the session. The small capitalisation Russell 2000 index gained +2.4%. AMC Entertainment Holdings Inc fell -2.5% after the US' largest cinema chain warned of a first-quarter loss of between US$2.1B and US$2.4B in its preliminary quarterly release as its theatres stay closed due to the coronavirus. The company did observe that they “believe, but cannot guarantee, that the exhibition industry will ultimately rebound and benefit from pent-up social demand for out-of-home entertainment, as government restrictions are lifted and home sheltering subsides”.

A fresh, broad rally for US equity markets - Dow up +527-points or +2.05% to 26,269.89. Boeing Co (up +12.95%) jumped following reports that billionaire investor Daniel Loeb’s Third Point had taken a stake in the aerospace group. American Express Co (+6.39%) was also a key contributor to the Dow’s latest rise. The broader S&P500 gained +1.36% to 3,112.87, posting its first four day winning streak since early February. Industrials (up +3.91%), Financials (+3.83%) and Energy (3.05%) led ten of the eleven primary sectors higher. Health Care (down -0.20%) was the only laggard. Data compiled by LPL Financial showed the S&P 500 posted its largest 50-day rally in history. The data also showed stocks were higher 100% of the time six and 12 months after the previous largest rallies on record. Both the Dow and S&P500 logged their highest close since 4 March. The NASDAQ rose +0.78% to 9,682.91 and settled ~1.4% below its 19 February record closing high (9,817.18). The Nasdaq-100 briefly traded above its February peak late in the session. The small capitalisation Russell 2000 index gained +2.4%. AMC Entertainment Holdings Inc fell -2.5% after the US’ largest cinema chain warned of a first-quarter loss of between US$2.1B and US$2.4B in its preliminary quarterly release as its theatres stay closed due to the coronavirus. The company did observe that they “believe, but cannot guarantee, that the exhibition industry will ultimately rebound and benefit from pent-up social demand for out-of-home entertainment, as government restrictions are lifted and home sheltering subsides”.

Bloomberg Markets with Carol Massar and Cory Johnson.u0010u0010GUEST:u0010David Wilsonu0010Stocks Editoru0010Bloomberg Newsu0010Discussing his "Stock of the Day" Third Point Reinsurance (TPRE). Third Point Reinsurance Ltd.'s shares are headed for their biggest daily gain since the company's initial public offering in August 2013. The reinsurer, founded by billionaire hedge-fund manager Daniel Loeb, will join the S&P SmallCap 600 Index before Tuesday's opening bell. Third Point Re will replace Sanderson Farms Inc., which is moving to the S&P MidCap 400 to take the place of Cabela's Inc., a takeover target.

Bloomberg Markets with Carol Massar and Cory Johnson.u0010u0010GUEST:u0010David Wilsonu0010Stocks Editoru0010Bloomberg Newsu0010Discussing his "Stock of the Day" Third Point Reinsurance (TPRE). Third Point Reinsurance Ltd.'s shares are headed for their biggest daily gain since the company's initial public offering in August 2013. The reinsurer, founded by billionaire hedge-fund manager Daniel Loeb, will join the S&P SmallCap 600 Index before Tuesday's opening bell. Third Point Re will replace Sanderson Farms Inc., which is moving to the S&P MidCap 400 to take the place of Cabela's Inc., a takeover target. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

A CEO’s Virtual Mentor Episode 11  Board Governance & Effectiveness, Shareholder Activism, and Utility Industry Consolidation and M&A Guests include: Corporate governance expert, Tanuja Dehne Paul Bonavia, Retired Chairman and CEO of UNS Energy Chris Young, Managing Director and head of the Contested Situations Group, Credit Suisse   If you did not join us for our last episode, Episode 10 which was a special podcast on Innovation, you may have missed the announcement that we formed two companies under Leadership Lyceum’s brand: Lyceum Leadership Consulting which provides executive and board of director’s search, board effectiveness review, and an array of services for successor development and board-readiness.  And Lyceum Leadership Productions which brings you this podcast.  We also announced that we would be expanding the programming of the episodes this summer.  Well happy summer!  This is the first of our expanded episodes.  Welcome to Episode 11 which expands the programming into three segments.  We will continue to bring you the in-depth CEO and Director interviews around compelling business situations as a main middle segment, Segment II.  That main segment will be bookended over the next three Episodes with shorter Segments I and III.  At least over the next three episodes, Segment I will cover Board and Corporate Governance Best Practices on one hand and Segment III will cover the consequences of deficiencies in corporate governance, namely shareholder activism, on the other.  We hope you enjoy this expanded coverage which we will be refining over the next few episodes.  So please subscribe through iTunes and give us feedback on the new programming.  Tell us about leadership situations and subjects that you are interested in us exploring.  Please visit our website www.LeadershipLyceum.com for all of our archived media and offerings.  We will be right back to start the program.   Welcome back to this newly expanded Episode 11 of the Leadership Lyceum: A CEO’s Virtual Mentor.  We welcome three fabulous guests to this Episode.    Introduction to Episode 11 Program In Segment I the first of a series on Corporate Governance and Board Effectiveness, we welcome governance expert Tanuja Dehne.  Tanuja serves on two public company boards and is a frequent speaker on board governance -- most recently she was part of the instructor panel for the NACD Advanced Director Professionalism program earlier this month.  In Segment II we welcome Paul Bonavia, retired Chairman and CEO of UNS Energy (better known as Tucson Electric Power).  We will explore the triggers and interconnected events that have led to remarkable levels of consolidation in the electric utility industry and Paul’s leadership of the sale of UNS to Fortis in August 2014. In Segment III, the first of a series on Shareholder Activism, we will be joined by Chris Young, Managing Director and Head of the Contested Situations Group at Credit Suisse.  In the first part of this series we will cover the history of activism and the market for corporate governance, growth in the asset class, and answer a fundamental question: what do activists want?  We will be right back with Segment one with Tanuja Dehne on Corporate Governance and Board Effectiveness.    Segment I: Governance & Board Matters “Corporate Governance and Board Effectiveness” I am delighted to be joined by Tanuja Dehne. Tanuja is a corporate governance expert and serves as an independent director on two NYSE-listed, company boards: Advanced Disposal Services, a $1.4 billion revenue environmental services company and newly IPO’d, Granite Point, a publicly-traded commercial mortgage REIT.  She also dedicates her time to not-for-profit board service including the Geraldine R. Dodge Foundation, Young Audiences, HomeFront NJ, and Sustainable Jersey. That ends Segment I with Tanuja Dehne.  Join us for our continuing conversation with Tanuja next month in Episode 12 --- we’ll discuss derailers to effective boards and effective leadership styles in the boardroom.  And shall I say it?  Why not.  As a self-promoting reminder, the Lyceum Leadership Consulting does provide third party, Board Effectiveness Review.    Segment II:  Main Feature Interview “Special Guest Paul Bonavia, Retired Chairman and CEO of UNS Energy”  You may have read our article in the May 2017 issue of Public Utilities Fortnightly about our next guest - Paul Bonavia.  By sheer coincidence, I wrote that article for Fortnightly on April 1 of 2017 in Chicago Illinois.  Exactly ten years before that on April 1, 2007, the Illinois General Assembly passed a resolution designating April 1st as “Cheap Trick Day” in Illinois. I am giddy with delight to come as close as I can to a Rolling Stone reporter in featuring this conversation with drummer Paul Bonavia, who in his younger days was in bands with members that would go on to form Cheap Trick.   While I’m sure some subset of our listenership is interested in Paul’s pre-utility rock and roll lifestyle, this conversation was directed toward Paul’s “alternative” lifestyle as a CEO of an investor-owned utility and the sale of the company he led --- to Fortis in August of 2014.  Segment III: Special Subjects Segment “First of a Mini-Series on Shareholder Activism with Chris Young, Head of Contested Situations at Credit Suisse” Welcome to our final segment in this Episode on the dramatic, consternation-filled subject of shareholder activism.  That’s Orson Welles in his introduction to his panic-producing, 1938 radio masterpiece War of the Worlds. For the Lyceum, an allegorical backdrop of an environment well-suited to some “alien” form of activism perhaps? This is our mini-series on Shareholder Activism, and we are joined by Chris Young, Managing Director and Head of the Contested Situations Group at Credit Suisse.  In this first part of this series we will cover the history of activism and the market for corporate governance, growth in the asset class, and answer a fundamental question: what do activists want? As a backdrop, The Wall Street Journal reported recently that shareholder activism, which has been a perennial nuisance for chief executives, is now becoming an existential threat. Activists are going beyond just settling for board seats and are waging campaigns that target changes in top management at the outset. So far in 2017, and this is going back a few weeks right now, but so far in 2017 activists have started nine campaigns targeting top management. This is the fastest pace on record according to FactSet. I have represented two clients this year from the power and utility industry on board searches in the face of shareholder activism.  While two companies experiencing activism does not constitute a trend, my clients’ experience of late certainly seemed to warrant raising awareness with our CEO’s Virtual Mentor listenership by featuring this fascinating and informative conversation with Chris Young.  As we were in production on this podcast, Daniel Loeb, founder of activist investor Third Point, demonstrated this activism genius by accumulating a small 1.25% stake in Nestle, published a letter on a Sunday and two days later, Nestle announced a $20.8 billion share buyback as well as clarifying other strategic objectives. Closing of Segment III That ends Segment III.  We will continue this discussion with Chris Young in late July with Episode 12.  We’ll cover more on the “mainstreaming” of activism as an asset class and we will take apart the activist’s playbook and take you step by step through the Escalation Path.      Preview of Next Month’s Episode 12 We will be back with Episode 12 at the end of July featuring more on corporate governance with Tanuja Dehne and activism with Chris Young and an interview with Allen Leverett, President and CEO of WEC Energy Group in Milwaukee, Wisconsin.  WEC has been highly acquisitive over the last decade, Allen and I will discuss the company’s significant growth that has led to a uniquely different collection of operating assets over that time period.  Final Spot: Famous Last Words As we sign off we wrap with another new spot on our program called “Famous Last Words”.  In keeping with our War of the Worlds – Shareholder Activism allegory we will leave you to be restored to the real world in the good hands of, an out-of-character, Mr. Orson Welles.    Thanks for joining us.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes.  See you next time.   Informative and Helpful Links The Lyceum’s Well-Tuned Governance Model https://www.leadershiplyceum.com/lyceum-board-effectiveness   War of the Worlds Link to one the Lyceum’s favorite websites – archive.org. Click below to listen directly to the chilling and timeless October 30, 1938 CBS airing of Orson Welles’ The Mercury Theater on the Air adaptation of H.G. Wells’ novel The War of the Worlds https://archive.org/details/OrsonWellesMrBruns Wiki links about the radio drama: https://en.wikipedia.org/wiki/The_War_of_the_Worlds_(radio_drama)   Program Guide Episode 11 “Board Governance & Effectiveness, Shareholder Activism Mini Series, Utility Industry Consolidation and M&A with Paul Bonavia, Retired Chairman and CEO of UNS Energy”  0:30     Introduction to new programming of Episodes  2:12     Introduction to specific programming in this Episode 11 3:47     Segment I: Corporate Governance and Board Effectiveness with Tanuja Dehne 6:15     Break 6:40     Segment I (cont.): Why should boards care about measuring effectiveness as a board? 14:05   Wrap up of Segment I on governance and preview of next month’s Episode 12 with Tanuja. 14:54   Introduction of Segment II: Interview with Paul Bonavia, Retired CEO of UNS Energy 16:13   Segment II: Interview with Paul Bonavia 33:06   Break 33:33   Segment II (cont.): Interview with Paul Bonavia 41:30   End of Interview with Paul Bonavia 41:53   Introduction to Segment III – Shareholder Activism and War of the Worlds allegory. 43:10   Segment III – Context for shareholder activism and introduction of guest Chris Young, Managing Director of Credit Suisse. 52:57   Break 53:20   Segment III (cont.): What do activists want? 56:30   End of Segment III and preview of next month’s Episode 12 with Chris Young 57:21   Conclusion and Famous Last Words with Orson Welles.   Biographies of Guests Ms. Tanuja Dehne  Tanuja Dehne is a public company director and former C-level executive of NRG Energy, Inc., a Fortune 250 power company. Tanuja brings perspective and experience from her cross-disciplinary roles to the C-suite and board room. She is a purpose-driven leader, cultivator of talent and proven strategist. She is an award winning corporate attorney, human resources professional and community volunteer who thrives when making a positive difference in the lives of others. During her tenure at NRG Energy, Inc., Tanuja had increasingly expansive roles: initially the company’s securities and finance lawyer, then Corporate Secretary and lead M&A attorney, before becoming the head of Human Resources. Ultimately, in her role as EVP, Chief Administrative Officer and Chief of Staff, she oversaw the company’s Human Resources, Information Technology, Communications, Marketing and Sustainability departments, the company’s charitable giving program, M&A integrations, as well as the construction of NRG’s sustainable corporate headquarters in Princeton, New Jersey. Tanuja also served as a sponsor, coach and “internal angel investor” of interdisciplinary innovation teams, including the team that created the “Path to Luma,” an environmentally conscious puzzle game launched in August 2015 with record breaking downloads in the Apple and Google stores. Tanuja is a director of Advanced Disposal Services (NYSE: ADSW) and Silver Bay Realty Trust Corp. (NYSE: SBY), and Board Trustee of the Geraldine R. Dodge Foundation, HomeFront of New Jersey and Young Audiences New Jersey and Eastern Pennsylvania. She is a frequent speaker on topics including leadership, corporate governance, and the intersection of the law and human resources. She received a B.A. from Lafayette College, Master’s in Political Science from the University of Pennsylvania, and Juris Doctor from Syracuse University College of Law.   Mr. Paul Bonavia  Paul Bonavia was Chairman and CEO of UNS Energy and its principal subsidiaries, Tucson Electric Power and UNS Energy Services, from January 2009 to May 2014. He served as Executive Chairman until the sale of the company to Fortis Inc. was completed in August of 2014. He had also served as President until December 2012. Mr. Bonavia worked to establish UNS Energy as a leader in renewable energy and energy efficiency while maintaining safe, affordable, and reliable service to nearly 640,000 utility customers across Arizona. Mr. Bonavia was named by Governor Jan Brewer to the Board of Directors of the Arizona Commerce Authority and has served as a director or trustee of the Southern Arizona Leadership Council (former chairman), Tucson Regional Economic Opportunities (former chairman), United Way of Tucson and Southern Arizona (former chairman), University of Arizona Foundation, Tucson Airport Authority, Edison Electric Institute, Institute for Energy Efficiency and American Wind Energy Association. Before joining UNS Energy, Mr. Bonavia was President of the Utilities Group of Xcel Energy and held senior positions at Dominion Power.  He earned degrees from Drake University and the University of Miami School of Law and completed Harvard Business School's Advanced Management Program.  Mr. Bonavia serves as chair of the board’s Human Resources Committee, and is a member of the Corporate Governance & Strategic Planning Committee and the System Planning Committee.   Mr. Chris Young Chris Young has been Managing Director and Head of the Takeover Defense Practice at Credit Suisse AG and Credit Suisse Group since June 1, 2010. Until May 2010, Mr. Young served as the Director of M&A and Proxy Fight at Institutional Shareholder Services (ISS). While at ISS, Mr. Young was responsible for analyzing contentious M&A transactions, proxy fights and corporate governance issues and providing proxy voting and tender offer recommendations for ISS institutional investor clients. Mr. Young also helped to facilitate a constructive dialogue between ISS institutional investor clients and senior executives and directors of public companies in the US and Europe. Mr. Young is regarded as a leading authority on contested M&A transactions and shareholder activism. Prior to ISS, Mr. Young was a member of the investment banking group at Bear Stearns and the M&A group at Sullivan & Cromwell. Mr. Young is a CFA charter holder, received his JD, magna cum laude, from Boston University and his BS from Georgetown University.   Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          Our website: www.LeadershipLyceum.com          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum          Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.    Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcasts is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2017 All rights reserved                

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