POPULARITY
Americans are feeling better about the economy. What's that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail round-up including Abercrombie & Fitch and Pinduoduo. (19:11) Former CEO of Siemens and Alcoa, Klaus Kleinberg, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages. (32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI. Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S Host: Ricky Mulvey Guests: David Meier, Asit Sharma, Klaus Kleinfeld Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
In one direction, there's digital. In the other, there's a treasure hunt. (00:21) David Meier and Mary Long discuss: - Target's off-the-mark results. - Lessons from TJX Companies' under-the-radar CEO. - What caused David to do a double-take when listening to Palo Alto's earnings call. Then, (17:05), Morgan Housel joins Motley Fool Chief Investment Officer Andy Cross for a conversation about investment decisionmaking and the psychology of spending money. Companies discussed: TGT, TJX, WMT, PANW Host: Mary Long Guests: David Meier, Andy Cross, Morgan Housel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Even the biggest retailer in the world is planning to pass along tariff increases to customers. (00:21) David Meier and Andy Cross discuss: - The market cheering a short-term solution to trade between the U.S. and China, and Walmart signalling that prices on the shelves are going up anyways. - Cava's “new factor” helping it continue to put up strong growth and comps numbers in a really tough market for restaurants. - Dick's headscratching $2B buy of Foot Locker, and the lesson to take away from one of athleisure's best performers – On Holdings. (19:11) Financial planning expert Robert Brokamp offers his money tips and the financial commencement speech for the class of 2025. (32:46) David and Andy break down two stocks on their radar: Evolve Technology and Booz Allen Hamilton. Stocks discussed: WMT, CAVA, DKS, FL, ONON, EVLV, BAH Host: Dylan Lewis Guests: David Meier, Andy Cross, Robert Brokamp Engineers: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
A consumer goods company hit 40% yearly revenue growth. In this environment? (00:21) David Meier and Ricky Mulvey discuss: - Why pharma investors aren't reacting to President Trump's executive order on drug prices. - On Holding's blistering sales growth. - If Alphabet's stock deserves to be in value town. Then, (19:23) Robert Brokamp joins Ricky to discuss why investors should consider buying individual bonds. Companies discussed: ONON, NKE, UA, GOOG, GOOGL Host: Ricky Mulvey Guests: David Meier, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Disney's building coasters; Uber's hailing robotaxis. Which ride has the better growth engine? (00:14) David Meier and Mary Long discuss earnings from Disney and Uber. Then, (15:22), Ricky Mulvey talks with Gerard Barron, the CEO of The Metals Company, about the political hurdles TMC needs to clear in order to pick up rocks from the ocean floor. Companies discussed: DIS, UBER, GOOG, TMC Host: Mary Long Guests: David Meier, Gerard Barron Producer: Ricky Mulvey Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them. (00:21) David Meier and Dylan Lewis discuss: - Domino's earnings sending the same warning signals as Chipotle – lower income eaters aren't ordering as often.. - Temu and Shein pushing tariff increases to American consumers over the weekend. - Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S. (15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. . Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH. Host: Dylan Lewis Guests: David Meier Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode we talk with Mike Danielsen, who philosophizes about losing things while gaining others; including what can happen when a bear steals your pack. We also meet David Meier, longtime paddler and wilderness advocate for Friends of the Boundary Waters. David shares a story about the July 4th, 1999 Blowdown, which also happened to be he and his wife's honeymoon in the Boundary Waters.
“Liberation Day” has arrived. (00:21) David Meier and Mary Long discuss: - When we'll know if the longer-term tariff plan is working. - How different companies are bracing for impact. - Tesla's sales slump. Then, (16:23), Fool contributor Jason Hall joins Ricky Mulvey for a look at Texas Instruments and Taiwan Semiconductor. Companies discussed: WMT, TSLA, TXN, TSM Host: Mary Long Guests: David Meier, Ricky Mulvey, Jason Hall Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
To stay on top, the consumer giants need a player in every potential market. (00:21) David Meier and Dylan Lewis discuss: - February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy. - Pepsi's $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing for consumer brands, and how Coke and Pepsi need to keep absorbing the next potential big thing. (13:55) It's no secret that a lot of investors have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field? Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence. Check out Fool24 on TMF's YouTube channel here: https://www.youtube.com/@MotleyFool And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm Companies discussed: DG, WMT, PEP, KO. Host: Dylan Lewis Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni Producer: Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street is fearful. Should you be greedy? (00:21) David Meier and Mary Long discuss: - What's changed and stayed the same since March 2020. - If cooling inflation data is enough to calm markets. - Meta's plan to train an AI chip in-house. Then, (21:12), IWG CEO Mark Dixon joins for a conversation about hybrid work, changing downtowns, and how companies can measure the financial benefits of in-person connection. Host: Mary Long Guests: David Meier, Mark Dixon Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
If you've got a network that can't go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Meta rely on Arista Networks. - How Arista CEO, Jayshree Ullal, is managing Wall Street expectations. - The downfall of dating app Bumble. Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters. Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB Host: Ricky Mulvey Guests: David Meier, Anthony Schiavone Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
The big game didn't live up to the big billing, but there was plenty to take in during commercial breaks and halftime. (00:14) David Meier and Dylan Lewis discuss: - HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them. - Dunkin' and Starbucks taking very different approaches for morning coffee drinkers. - McDonald's lackluster Super Bowl ad and earnings results. WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c (21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape. Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD Host: Dylan Lewis Guests: David Meier, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Hunting for errors, the lesson in Queens, massive dub sound systems, peripheral vibes. Simon Grab and David Meier discuss four important albums.Simon's picks: Dhangsha – Broadcast Signal IntrusionDJ K – PANICO NO SUBMUNDODavid's picks: Tyshawn Sorey – that / notAlice Coltrane – Journey In SatchidanandaSimon and David's collaborative album is titled Porœs, and it's out now on -OUS. Check out out on Bandcamp. Here's Simon's website, and here's David's website.Donate to Crucial Listening on Ko-fi: https://ko-fi.com/cruciallistening
Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet's total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works? (00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss: - Why cloud computing isn't going anywhere. - YouTube's secret sauce. - What Palantir really does. Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news. Companies mentioned: GOOG, NFLX, PLTR Host: Mary Long Guests: David Meier, Ricky Mulvey, Jordan Harper Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less. (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology. - Why software prowess and efficiency will be the major themes for AI in 2025. - What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week. (19:15) Senior Fool Analyst David Meier, interviews John Zahurancik Fluence Energy's President of the Americas, about the utilities side of the renewables market. Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC Host: Dylan Lewis Guests: Tim Beyers, David Meier, John Zahurancik Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Das hauseigene Musikmagazin im Radio Stadtfilter; von unserer Musikredaktion sorgfältig ausgesuchte Release-Perlen, Künstler:innen-Interviews und Festivalreflexionen. Diese Woche mit Aino Salto, Sopraterra, Simon Grab & David Meier & Paleface Swiss. Im zweiten Teil stellt Charida Bänziger einige ihrer Lieblingsgenren vor: korean Wave & K-Pop. Eine Sendung produziert von Claude Bühler, Omar Fra & Charida Bänziger.
Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them? (00:14) David Meier and Dylan Lewis discuss: - Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more. - Moderna's massive revenue adjustment, and how it highlights the company's need to diversify revenue streams. - Shake Shack's new plans to open up 1500 company-owned locations. (16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity. Companies discussed: SONO, MRNA, SHAK, PGNY Host: Dylan Lewis Guests: David Meier, Alicia Alfiere, Ricky Mulvey Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
It's Nvidia's world, and we're just living in it. (00:14) David Meier and Mary Long discuss Jensen Huang's CES keynote, plus: - All “the cool stuff that's coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds. - The rollout of a digital workforce. - Why Wall Street shrugged at Nvidia's announcements. Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best. Companies mentioned: NVDA, PYPL Check out Think Fast, Talk Smart at: https://www.fastersmarter.io/ Host: Mary Long Guests: David Meier, Jason Moser Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Everything old is new again in streaming, and it's about to get a lot tougher for upstarts to step into online video and advertising. (00:14) Tim Beyers and Dylan Lewis discuss: - Comcast's push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk. - Disney's plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles. - How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint (16:09) You've probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar. Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD Host: Dylan Lewis Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier Producer:Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
If your resolution involves the word “investing,” you've come to the right place. Mary Long talks with a handful of Fools and analysts about: Investing origin stories. Recommended materials for a DIY investing curriculum. Advice for getting started. Companies mentioned: DECK, LULU, META, NFLX, RKLB, Join Stock Advisor and get access to 2 new stock picks each month, access to premium podcast episodes, and more: www.fool.com/signup Host: Mary Long Guest: Alicia Alfiere, Bill Barker, David Meier, Ricky Mulvey Engineers: Desiree Jones, Chace Pryzlepa Learn more about your ad choices. Visit megaphone.fm/adchoices
Who wants to buy a struggling car company? Honda does! Well, maybe. (00:14) David Meier and Mary Long discuss: - What merger rumors signal about Nissan's business. - How retailers are leaning into the holiday spirit. - Advice for a seasonal decoration company. Then (13:56), Stephanie Guild, Robinhood's Head of Investment Strategy, joins Ricky Mulvey to discuss her outlook for 2025 and what's excited Robinhood investors in the past year. CNBC story mentioned: https://www.cnbc.com/2024/12/18/holiday-decor-spending-could-help-retailers.html Companies discussed: HMC, NSANY Host: Mary Long Guests: David Meier, Stephanie Guild, Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners? (00:14) David Meier and Dylan Lewis discuss: - The global ad market eclipsing $1T in 2024, what's driving the spend, and the lesser known stocks to watch in the industry. - Reddit's new “Reddit Answers” tool, the company's latest foray into AI, and how the online community continues to lead publishers in AI efforts. - How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure. (17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH's Bernard Arnault and what he shares with Warren Buffett Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR Host: Dylan Lewis Guests: David Meier, Asit Sharma, Mary Long Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Okta achieves profitability; another CEO gets a software lesson from a torn Achilles. (00:14) David Meier and Mary Long discuss: - Okta's earnings and the future of logging in - Marc Benioff's ability to turn vision into performance - Salesforce's AI-driven future Then, (17:37), Robert Brokamp and Alison Southwick talk about how to avoid outliving your money in retirement. Visit our sponsor: Get 15% off the Amazfit T-Rex 3 at US.Amazfit.com/fool Companies discussed: OKTA, CRM Host: Mary Long Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
European equities enjoyed a strong day yesterday, while Wall Street had a moderately positive day, marked by a rotation out of tech stocks and into more cyclical sectors such as financials, industrials and retail. Elsewhere, Gary Gensler announced his resignation as Chairman of the US Securities and Exchange Commission as of 20 January 2025. Treasury yields rose across the curve as investors digested mixed economic data and comments from Federal Reserve policymakers. In Asia, Japanese stocks led the way following the release of Japan's October CPI and preliminary PMI figures. Commodities also posted gains, with oil and gold prices rising amid escalating geopolitical tensions. Bitcoin, meanwhile, is marching towards the USD 100,000 mark. Joining us today to break down the latest developments in the world of currencies is David Meier, Senior Economist.00:00 Introduction by Helen Freer (Investment Writing)00:27 Markets wrap-up by Lucija Caculovic (Investment Writing)06:57 Currencies update - USD, EUR, CHF: David Meier (Senior Economist)12:44 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
A red hot software company is continuing to impress investors. (00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss: - Palantir's impressive results. - Harvard's “just ok” endowment returns. - Why individuals have advantages over institutional investors. - Stories causing them to be rationally optimistic. Companies discussed: PLTR, ACN, CTSH, VRTX Host: Ricky Mulvey Guest: David Meier Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
In the EV maker's latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles. (00:21) David Meier and Ricky Mulvey discuss: - Tesla returning to growth. - Expectations for full self driving and humanoid robots. - Peloton's deal with Costco. Then, (15:39) Anand Chokkavelu hosts Matt Frankel and Jason Moser on Scoreboard covering Empire State Realty Trust. Scoreboard is available to members of any Motley Fool service at 7:00 pm ET on Motley Fool Live, or any time in the video library. Motley Fool video library: https://www.fool.com/premium/news-and-analysis/media Companies discussed: TSLA, PTON, ESRT Host: Ricky Mulvey Guests: David Meier, Anand Chokkavelu, Matt Frankel, Jason Moser Producer: Dylan Lewis Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
About half of U.S. imports go through the ports where dock workers just went on strike. (00:25) David Meier and Ricky Mulvey discuss: - How companies are navigating the port worker's strike. - The disagreement over automation. - Investor sentiment in artificial intelligence - One less discussed company that's benefiting from others spending on AI. (18:28) Motley Fool Contributor, Dan Caplinger, joins Robert Brokamp to kick off a two part series on estate planning, and how you can help your family avoid going to court. Companies discussed: COST, CHRW, DBI, MSFT, META, PCOR Host: Ricky Mulvey Guests: David Meier, Robert Brokamp, Dan Caplinger Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started. (00:21) David Meier and Ricky Mulvey discuss: - OpenAI's $50 billion valuation jump in one week. - A space SPAC that's more than 10xed since April, 2024. - One of Warren Buffett's top lieutenants selling $140 million of Berkshire Hathaway stock. Then, (16:27) Asit Sharma joins Ricky to look back on Meta's turnaround story and what it means for investors today. Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE Visit www.factormeals.com/foolpod50 to get 50% off your first box plus 20% off your next month. Host: Ricky Mulvey Guests: David Meier, Asit Sharma Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's sermonette based on 1 Corinthians 12:14-31 is given by Rev. David Meier. This is a rebroadcast from August 21, 2014.
(00:21) David Meier and Ricky Mulvey discuss: - Why Starbucks wants Chipotle's CEO. - What Home Depot's quarter says about the economy. - On Holding's impressive growth. Plus, (15:39) Alison Southwick and Robert Brokamp discuss how investors can prepare for a lower-rate world. Factor offer: Head to www.factormeals.com/foolpod50 and use code foolpod50 to get 50% off your first box and 20% off your next month. Companies discussed: SBUX, CMG, HD, TREX, ONON, NKE, OTC: ADDYY Host: Ricky Mulvey Guests: David Meier, Alison Southwick, Robert Brokamp Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Housing supply is slowly rising. So are prices. (00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify. Then, (14:52) Alison Southwick and Brian Feroldi continue their summer school series with a language arts class for investors. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: UPS, SPOT Host: Ricky Mulvey Guests: David Meier, Alison Southwick, Brian Feroldi Producer: Mary Long Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
Growth comes easy when the product speaks for itself. At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage. Then, at (XX:XX), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company. Learn more about the Range Rover Sport at: www.landroverusa.com Companies discussed: CRWD, PANW, MNST, ANET, NVDA, CSCO, JNPR, MSFT Host: Mary Long Guests: David Meier, Asit Sharma, John McCool Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
At (00:21) David Meier and Deidre Woollard discuss IBM's potential acquisition of HashiCorp and how it helps grow the business. And what was it about Meta's earnings that gave the market pause? Companies discussed: IBM, HCP, META, NOW, CMG, ALGN Host: Deidre Woollard Guest: David Meier Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Retail numbers tell the story of a strong consumer. (00:21) Bill Barker and Deidre Woollard discuss: - Retail sales numbers and what people are and aren't buying. - What drives good numbers for Goldman Sachs. - Charles Schwab's bounce-back quarter. (14:24) David Meier interviews Fluence Energy CEO Julian Nebreda on opportunities in the energy storage industry. Companies discussed: FLNC, SCHW, GS, HD, LOW, DNUT, PLAY Host: Deidre Woollard Guests: Julian Nebreda, David Meier, Bill Barker Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Getting into the jeans business is harder than it may seem. (00:13) David Meier and Deidre Woollard discuss: - Chewy's customer growth problem. - If Chewy is the future of veterinary care. - The picks and shovels play behind sports betting. (14:42) Mary Long interviews Lauren Sherman, fashion reporter for Puck on two retailers looking for a turnaround. Companies discussed: CHWY, SRAD, GES, GAP Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: David Meier, Mary Long, Lauren Sherman Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers. (00:21) David Meier and Deidre Woollard discuss: - The power of a great CFO. - What a change in leadership means for Snowflake. - Why growing revenue isn't just about new customers. (17:00) Gary Stevenson, author of “The Trading Game,” explains what it was like to be one of the world's top financial traders. Companies discussed: CRM, OKTA, SNOW, C Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: David Meier, Gary Stevenson Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
Investors want PayPal to become the next Meta, but it's not easy to transform a business. (00:13) David Meier and Deidre Woollard discuss: - The reason behind Palo Alto Network's lowered outlook. - Where the next big cybersecurity threats could come from. - Fubo's attempt to sport a sports streaming superpower. (17:12) Matt Frankel and Ricky Mulvey look at Meta's rebound and if PayPal could be next for a glow up. Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: Matt Frankel, Ricky Mulvey, David Meier Producer: Ricky Mulvey, Mary Long Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
(00:21) David Meier and Deidre Woollard discuss: - The macro and micro of job cuts. - What companies are signaling when layoffs happen. - If bitcoin is more like an IPO or gold. (16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore this vital way of considering companies. Companies discussed: CRM, GOOG, GOOGL, AMZN, BLK, RENT, SNAP, NFLX, COST Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: David Meier, Ricky Mulvey, Alicia Alfiere Producers: Mary Long, Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
When disruption strikes, what a company does next is crucial. (00:21) Bill Barker and Deidre Woollard discuss: - If we are already in a Santa Claus rally. - The challenges facing big automakers. - If cybersecurity's challenges will fade. (20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today. Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Mary Long, David Meier Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we'll carry forward from Poor Charlie. (00:21) David Meier and Dylan Lewis discuss: - Some of their favorite Mungerisms on investing and life. - Berkshire's incredible performance in his time with the company. - The best thing you can do to celebrate his life today – read a book. Companies discussed: BRK.A, BRK.B, AAPL Check out The Morning Show's conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access) Host: Dylan Lewis Guests: David Meier Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Monday.com's earnings are part of what seems to be a good time to be a tech platform serving other businesses. (00:21) David Meier aand Deidre Woollard discuss: - The evolving climate for business-to-business platforms. - What tech companies need to consider as they hit profitability. - If Monday.com will be the acquirer or the acquired. (19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season. Claim your free five stock recommendations here: www.fool.com/dividends Companies discussed: MDNY, CRM, HUBS, SIG Host: Deidre Woollard Guests: Rob Bates, David Meier Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices
With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market? (00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway's massive pile of cash. - If the NAR lawsuit damages Berkshire's real estate prospects. - Why it has been a good year for insurance. (21:42) Mary Long and David Meier explore the big cybersecurity opportunity facing Palo Alto Networks. Claim your dividend report here: www.fool.com/dividends Companies discussed: BAM, BRK.A, BRK.B, PANW, Z, ZG, RDFN Host: Deidre Woollard Guests: Matt Frankel, Mary Long, David Meier Producer: Ricky Mulvey Engineer: Dan Boyd
How do you measure things like brand and people? (00:21) David Meier and Deidre Woollard discuss: - What the intangibles are and why we need to factor them in. - How Accenture has built a global empire by helping businesses advance. - If the Peloton and Lululemon collaboration will be a win for both brands. (18:24) Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment and as a growing social phenomenon. Companies discussed: RBLX, ACN, PTON, LULU, KO Host: Deidre Woollard Guests: David Meier, Kirsten Guerra, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd
The threats are getting bigger but so are the businesses trying to prevent them. David Meier and Deidre Woollard discuss: - Metrics to watch in business-to-business tech companies. - Why Palo Alto Networks reported on a Friday night. - The growth trends for cybersecurity as a whole. Companies discussed: ZM, PANW, ZS, CRWD Host: Deidre Woollard Guest: David Meier Producer: Ricky Mulvey Engineer: Dan Boyd
Today's sermonette based on 1 Corinthians 12:14-31 is given by Rev. David Meier. This is a rebroadcast from August 21, 2014.
Asian equities and European stock futures are in a sea of red this Friday morning as major developed market central banks go on inflation alert. However, artificial intelligence (AI) stocks continue to shine. Meanwhile, the Japanese yen is falling again as traders look ahead to possible intervention to support the currency. In today's podcast, David Meier, Senior Economist, and Tim Gagie, Head of FX & PM Solutions Geneva, give their views on a range of currencies – from the British pound to the Turkish lira and the Brazilian real, to name but a few.00:14 Introduction by Lucija Caculovic (Investment Writing)00:40 Markets wrap-up by Mike Rauber (Investment Writing)05:56 UK Update by David A. Meier (Senior Economist)13:44 FX Update by Tim Gagie (Head of FX & PM Solutions Geneva)18:31 Closing remarks by Lucija Caculovic (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.
The Credit Suisse ‘solution' seems to have calmed global equity markets – with the major indices trading up in yesterday's/overnight sessions. Regulators outside of Switzerland have been keen to clarify that shareholder capital has to be written down before AT1 debt, following the upset that has been caused in bond markets by Credit Suisse's AT1 bonds being written down to zero. David Meier joins the show to provide insights on upcoming SNB, Bank of England and US Fed rate decisions, and Manuel Villegas charts Bitcoin's moves in the wake of the recent market activity.00:14 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)02:41 Fed, BoE and SNB meetings by David Alexander Meier (Senior Economist)07:52 Digital assets update by Manuel Villegas (Next Generation Research)10:55 Closing remarks by Bernadette Anderko (Investment Writing)
Episode page with video and more What do you do when you are chosen as Jim Murray's US Micro Whiskey of the Year? You pop in to join Mark and Jamie on Lean Whiskey to talk about it. At least that's what our friend David Meier of Glenns Creek Distilling did in Episode 38. While we were able to drink, and celebrate, the success of OCD #5, we also explored David's continued learning, problem solving, and improvement of whiskey production. We also learned that he was featured on an episode of Moonshiners: American Spirit, more of a documentary exploring the production of American spirits than the original show. After David departs, Mark and Jamie discuss a recent report featured on NBC outlining that 1 in 4 hospital visits result in adverse events. This comes from a recent study on patient safety published in the New England Journal of Medicine. We break down the statistics, explore the real meaning behind those numbers, and discuss the causes and contributing factors. Throughout the dialogue we cover process improvement, problem solving, near misses, organizational learning, and psychological safety. We also spend time looking at Dr. Don Berwick's editorial about the study, and at least try to summarize his contributions to patient safety. Mark and Jamie wrap up the first episode of 2023 talking about books. We hope everyone has a wonderful 2023. Happy New Year, and Cheers! Glenns Creek Distilling's OCD #5 selected US Micro Whiskey of the Year Jim Murray's Whisky Bible website Moonshiners: American Spirit Glenn's Creek Distilling NBC's reporting that 1 in 4 patients experience adverse effects, and the New England Journal of Medicine published study behind the statistic Patient safety advocate Don Berwick's Commentary in the New England Journal of Medicine Upcoming webinar hosted by Mark on the proposed National Patient Safety Board The Economist's reporting on today's healthcare system challenges around the world Jamie's book recommendation Ikigai Mark's future read: If I Betray These Words: Moral Injury in Medicine and Why It's So Hard for Clinicians to Put Patients First Podcast feed at LeanWhiskey.com or leanblog.org/leanwhiskey or jflinch.com/leanwhiskey Please review us and follow!
The ISM Services Index rose to 56.5 in November which has cast some doubt over a Fed pivot and contributed to US equity markets falling and US Treasury yields surging yesterday. Chinese authorities are relaxing some of their strict Covid rules, but the possibility of new tariffs on Chinese steel and aluminium might weigh on sentiment. David Meier, Senior Economist, talks about the EUR/USD outlook and Mathieu Racheter, Head of Equity Strategy, shares his latest thoughts on what's in store for the industrials sector.00:09 Introduction and markets wrap-up by Helen Freer (Investment Writing)02:55 The US dollar and EUR/USD outlook by David Alexander Meier (Macro & Next Generation Research)05:18 Global industrials – is the rally premature? By Mathieu Racheter (Head of Equity Strategy)07:29 Closing remarks by Helen Freer (Investment Writing)
At the G-20 summit in Bali, President Joe Biden and President Xi Jinping met face-to-face for the first time since the start of the Covid-19 pandemic. The meeting ran about three hours, and showed signs of reduced US-China tensions. David Meier, Economics Research, gives an update on the EUR/USD currency pair, and why we believe the dollar has likely peaked. 00:09 Introduction and markets wrap-up by Olivier Maris (Investment Writing)03:20 FX update (EURUSD) by David Alexander Meier (Macro & Next Generation Research)06:14 Closing remarks by Olivier Maris (Investment Writing)
Yesterday evening saw all eyes once again on the US Federal Reserve, when it announced its fourth consecutive rate hike of 0.75%. Today is the Bank of England's turn, and it is expected to follow suit. We hear from David Meier, Senior Economist, with his thoughts on the outcome of yesterday's FOMC meeting, from Carsten Menke, Head of Next Generation Research, on precious metals, and from Nicolas Jordan, CIO Strategy and Investment Analysis, with an update on the latest Investment Committee discussions.00:09 Introduction and markets wrap-up by Jonti Warris (Investment Writing)04:11 FOMC meeting by David Meier (Economic Research)06:48 Gold update by Carsten Menke (Head of Next Generation Research)09:36 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)13:11 Closing remarks by Jonti Warris (Investment Writing)
Glenn's Creek Distillery lies on hallowed ground - the former Old Crow bottling plant on McCracken Pike in Kentucky, down the road from Castle & Key. Founder David Meier knows this, and has set his sights on resurrecting the Crow name...in his own method, of course. Glenn's Creek is quietly producing some of the best nano-batch bourbons, whiskies, and spirits in Kentucky. Overshadowed by its neighbor and the Beam company (which owns the Old Crow brand rights), Glenn's Creek is content to wait in the shadows for now, but I hope it won't be for long. The whiskey is just too good. From the interpretations of what OCD means (old cranky Dave, obsessive-compulsive distiller, etc.), to the S'wheat wheated bourbon, to the A-maize-ing COB Bourbon, every pour has a story to tell, one Dave and his team are ready to share - with a glass in hand. There are several reviews to come through this episode, so keep checking the episode notes as well as the Whiskeyinmyweddingring.com website for new reviews throughout this week! _________________ Before we jump into the interview just a few quick notes: If you haven't joined the Patreon community yet, please consider doing so! The $5 tier has access to the Patreon-only segment called “Under the Influencer”, where some of your favorite YouTubers/Instagrammers/Podcasters and more join me to talk whiskey, life, and influencing. This tier will also have priority access to upcoming barrel picks, including one coming up in partnership with the This is my Bourbon Podcast. The $25 tier - for people who really want to propel the pod and website forward - will have the same benefits as the $5 tier plus right of first refusal to join me on future barrel picks, access to bottles I'm sent to taste and review, and more. The first five boxes of samples have already been sent and only 5 spots remain! You can still support for as little as $1 a month if you'd like to stay up to date with these changes and news about what we've got coming up. Finally, please do like and subscribe on Apple Podcasts, Spotify, or wherever you're listening - it really helps the Whiskey Ring Podcast move up the rankings. If you haven't yet, please follow Whiskey in my Wedding Ring and the Whiskey Ring Podcast on Instagram, Facebook and Twitter, and subscribe to the newsletter on the website. Thanks for reading! Now here's David Meier, Founder of Glenn's Creek Distillery. Glenn's Creek Distillery Glenn's Creek Distillery Website Reviews Glenn's Creek Café Olé™ Bourbon Review Glenn's Creek ¡Cuervito Vivo!™ Bourbon Review Glenn's Creek S'Wheat™ Bourbon Review (Coming soon!) Glenn's Creek OCD #5™ Bourbon Review (Coming soon!) Glenn's Creek Millville Malt Single Malt Whiskey Review (Coming soon!) Glenn's Creek A-maize-ing C.O.B.™ Bourbon Review (Coming soon!) Thanks to our Sponsor, Scotch Malt Whisky Society SMWS Website SMWS of America Website (Use code WRP for 20% off your membership!) SMWS/A Facebook SMWS/A Instagram SMWS/A Twitter SMWS/A YouTube
Shares are falling in Asia after disappointing results from US tech giants Meta and Alphabet, while the Bank of Japan does not move an inch on its ultra-low interest rate policy. David Meier, Macro & Next Generation Research, notes that the ECB is clearly focused on the inflation battle, but he explains why we have a below consensus view on future interest rate hikes. Carsten Menke, Head of Next Generation Research, sees digital assets moving from crypto crisis to crypto calm, but it's too early to argue for a rapid rebound as bottom-up crypto-specific factors have not turned favourable (yet).00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)04:14 ECB interest rate decision by David Meier (Macro and Next Generation Research)07:44 Digital asset update by Carsten Menke (Head of Next Generation Research)11:24 Closing remarks by Mike Rauber (Investment Writing)
US stock markets rallied yesterday but Asian markets couldn't quite make their minds up, underscoring investor nervousness following China's twice-a-decade Communist Party Congress and the announcement that President Xi Jinping remains in power. Rishi Sunak will become the UK's new prime minister after meeting with the King today. David Meier, Macro & Next Generation Research, shares his thoughts on what Mr Sunak's government needs to do now and Richard Tang, Head of Research Hong Kong provides his insights into what to expect from China's ‘new' cabinet.00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)03:23 UK politics by David Meier (Macro & Next Generation Research)07:16 Chinese National People's Congress by Richard Tang (Head of Research Hong Kong)12:41 Closing remarks by Bernadette Anderko (Investment Writing)
Following the worst September in two decades, markets are rebounding. Oil is surging on indications that the OPEC+ alliance is considering cutting production by over 1 million barrels a day to help prop up plunging prices. David Meier, Senior Economist, shares his latest insights on the UK macroeconomic situation.00:08 Introduction and markets wrap-up by Jonti Warris (Investment Writing)04:13 Update on UK macro policy by David Meier (Senior Economist)08:26 Closing remarks by Jonti Warris (Investment Writing)
Markets jittery following rollercoaster ride for the pound The UK government's pledge to continue with more tax cuts caused the pound to plunge nearly 5% to a historic low yesterday. And there is growing speculation among investors that the pound could soon fall to parity with the US dollar or even beyond. Dario Messi, Fixed Income Strategy, provides his analysis on the outcome of the Italian general election and David Meier, Senior Economist, gives an update on the drop in the British pound.00:08 Introduction and markets wrap-up by Jonti Warris (Investment Writing)04:28 Italian elections by Dario Messi (Fixed Income Strategy)08:41 Sterling's drop by David Meier (Senior Economist)13:32 Closing remarks by Jonti Warris (Investment Writing)
Liz Truss has won the conservative party leadership election and will become the next Prime Minister in the UK. Norbert Ruecker, Head of Macro and Next Generation Research, gives an update on the energy market. David Meier, Senior Economist, explains what the newly appointed British prime minister means for the country's politics and the British pound.00:08 Introduction and markets wrap-up by Olivier Maris (Investment Writing)02:40 Energy update by Norbert Ruecker (Head of Macro and Next Generation Research)05:03 UK politics and GBP by David Alexander Meier (Senior Economist)08:42 Closing remarks by Olivier Maris (Investment Writing)
Global financial markets are in defensive mode, after US equities were lower for a third day in a row yesterday, and commodities experienced their biggest single drop yesterday since early July. On the bright side, US gasoline prices are now below levels the day the war in Ukraine started, giving a boost to consumer confidence. Economic data releases out of China and Japan came in better than expected. David Meier, Macro & Next Generation Research, explains how the EUR is caught between the ECB on a tightening course and high energy prices. Mathieu Racheter, Head of Equity Strategy, provides his outlook in the year-end given the market turmoil.00:08 Introduction and markets wrap-up by Mike Rauber (Investment Writing)04:17 Currencies in the wake of Jackson Hole by Dave Meier (Macro & Next Generation Research)07:36 Year-end outlook: subsector overview by Mathieu Racheter (Head of Equity Strategy)10:02 Closing remarks by Mike Rauber (Investment Writing)
JazzChur_Exlie_22/3 zu Gast im JazzPodcast: Schweizer Musiker*innen komponieren und produzieren Duette mit Künstler*innen rund um den Globus. In dieser dritten von vier jährlichen Ausgaben treffen wir auf den Pianisten Philipp Schlotter und den Schlagzeuger David Meier. Und der Musiktipp von Christof Thurnherr - in Kooperation mit dem Magazin Jazz'n'More - laute: Max Mantis.
Global shares moved lower in anticipation of the much-feared inflation data due on Wednesday. David Meier, Macro & Next Generation Research, shares further insights on the UK's economic landscape considering also the resignation by Boris Johnson. Richard Tang, Head of Research Asia, updates us on the latest market action of Chinese equities.00:18 Introduction by Olivier Maris (Investment Writing)00:50 Markets Wrap Up by Olivier Maris (Investment Writing)04:34 GBP / UK politics by David Meier (Macro Research)08:17 China equities by Richard Tang (Head of Research Hong Kong)12:03 Closing remarks by Mike Rauber (Investment Writing)
This is a "Throwback" to one year ago when I interviewed Dr. Jeff Liker about The Toyota Way 2nd Edition. This episode is in the top 5 of most listened to episodes since we launched this podcast. What You Will Learn: We discuss his newly published second edition of The Toyota Way. Dr. Liker and I talk about sustainment of continuous improvement initiatives, specifically, CONTROL vs. LEARNING environments. We also discuss how Dr. Liker is using virtual reality to teach The Toyota Way. About the Guest: Dr. Jeffrey K. Liker is Professor Emeritus of Industrial and Operations Engineering, University of Michigan and a professional speaker and advisor through his company Liker Lean Advisors, LLC, a network of associates to teach and consult in the Toyota Way. He is author of the new second edition of the international best-seller, The Toyota Way: 14 Management Principles from the World's Greatest Manufacturer, McGraw Hill, 2004 and the companion (with David Meier) Toyota Way Fieldbook, Mcgraw Hill, 2005. His book with Jim Morgan, The Toyota Product Development System, Productivity Press, 2006, was the first that details the product development side of Toyota. In 2018, Morgan and Liker published Designing the Future: How Ford, Toyota, and Other World-Class Organizations Use Lean Product Development to Drive Innovation and Transform Their Business. Authored 3 books focused on the people side of lean: (with David Meier), Toyota Talent: Developing exceptional people the Toyota Way (May, 2007) (with Michael Hoseus) Toyota Culture: The Heart and Soul of the Toyota Way (January, 2008) and The Toyota Way to Lean Leadership (with former Toyota managing officer Gary Convis). 2 additional books in 2011 are The Toyota Way to Continuous Improvement (with Jim Franz) and the first inside account of the recall crisis--Toyota under Fire (with Tim Ogden). And in 2016 (with Karyn Ross): The Toyota Way to Service Excellence. Articles and books have won thirteen Shingo Prizes for Research Excellence and The Toyota Way also won the 2005 Institute of Industrial Engineers Book of the Year Award and 2007 Sloan Industry Studies Book of the Year. In 2012, Dr. Liker was inducted into the Association of Manufacturing Excellence Hall of Fame and in 2016 inducted into the Shingo Academy. --- Support this podcast: https://anchor.fm/leansolutions/support
In this episode, Sam and Vinita are talking to David Meier. Their conversation dives into how design IS Business and why understanding your subject matter inside out is the first step to getting a seat at the leadership table. David's career foundations were established through graphic design and digital advertising. It wasn't until working within the startup space when David got a deep understanding of the fundamentals of UX. In the last four years David has transitioned into design leadership positions at Real estate giant, Domain. And later at Fintech disrupters, Zip and now Finder. David is a passionate and experienced design leader focussed on finding the sweet spot between delivering strong business outcomes, while nailing the user needs. We dive into the following themes: How knowing your subject matter inside out is vital. Inheriting an always learning approach, with the d.MBA program helping him land this latest role. How leaning on your designer network is a great way to unblock your workflow. If you want to learn more about IxDA Sydney's events and mentorship programs, please visit: www.ixdasydney.org/mentoring
In this episode, David Meier, President of Lean Associate & owner of Glenns Creek Distillery with 30 plus years of experience in lean talks about the process of solving any problems. He explained why he believes the Lean journey is a metaphor for life's journey. David discussed how he balances long-term goals with short-term accomplishments. https://theleaneffectpodcast.com/ https://www.facebook.com/TheLeanEffectPodcast https://www.facebook.com/groups/272448766629082/ https://www.linkedin.com/company/the-lean-effect-podcast/ Insta: @theleaneffectpodcast Twitter @EffectLean Guest: David Meier https://www.linkedin.com/in/davidmeier1/ dmeier@leanassociates.com Host: Mark Dejong: https://www.linkedin.com/in/mark-de-jong-investor-lean-advisor-0288695/ Mark@4ppartners.ca https://www.4ppartners.ca Phone: 1-778-807-9691
Show notes: https://www.leanblog.org/whiskey29 In Episode 29, it's been a little while since Mark and Jamie got together for Lean Whiskey. We catch up on what's new, which includes Mark's new certification with distinction with the WSET Level 2 Spirits certification, and Jamie's new side-hustle as a soccer referee. We return to making cocktails, this time building on our coffee theme from the pour-over edition of Episode 27. We both make coffee cocktails. Jamie's is a whiskey espresso martini, equal parts bourbon, Kahlua, and freshly pulled espresso, shaken and served in a martini glass. Mark worked his way towards his own concoction, based on the Revolver cocktail, using bourbon and coffee liqueur, but he used a couple Texas-based brands and named it the Texas Revolver. We both follow our cocktails with some Glenn's Creek Cafe Ole and discuss Mark's lost barrel of bourbon. We did "In the News" with a twist, building on our coffee theme we used something close to the Lean Coffee format and covered many news stories for 5 minutes each. These stories covered Starbucks as a talent pool, CEO pay and diversity, wage inflation, what work really needs to be in-person, people leaving the restaurant industry, and using lean to help get jabs in arms. There was no theme here, just two guys sitting around talking about the news from a lean thinker's perspective. Scroll down for links galore. After covering a lot of ground, Mark and Jamie look forward to the fall, including football. We hope you enjoy this episode. Please send Mark or Jamie questions, suggestions, or comments for our future discussions. Until next time, cheers! Links From the Show Mark's WSET Level 2 Spirits certification Jamie's retirement from coaching announcement and kickoff of a referee side-hustle Lean Coffee episode of Lean Whiskey, Episode #27 Jamie's new ECM Casa V espresso machine Jamie's Town Branch bourbon used for the espresso martini Jamie's Buzzopolis espresso blend from Whole Latte Love The base Revolver recipe that Mark started with Mark's "Texas Revolver" included 2 oz Garrison Brothers Hye Rye Bourbon, 0.5 oz Caffe del Fuego Reserve, 3 dashes orange bitters, 0.25 oz Dry Curacao, and 3 dashes coffee bitters We both finished with David Meier's Cafe Ole Mark's My Favorite Mistake episode with David Meier The Lean Coffee method we somewhat followed In the News News item #1: More U.S. companies tie CEO pay to diversity metrics News item #2: Wage Growth Among U.S. Job Switchers Increased 5.8 Percent Since June 2020 as Businesses Struggle to Attract Workers News item #3: Starbucks Is the New Talent Factory Powering Corporate America News item #4: When Do We Actually Need to Meet in Person? News item #5: How Lean Thinking and Practice Helped Put Shots in Arms, Part 1: Building the Process and Part 2: Wind-down and Reflection News item #6: Restaurants Will Never Be the Same. They Shouldn't Be. Our college football schedules for tailgating at Lehigh and Northwestern
I don't always share new episodes of the "My Favorite Mistake" podcast with you here, but when I do... it's a Lean practitioner. Today, that guest is David Meier, a former Toyota team member and leader, author of two https://amzn.to/3xPHcre with Jeffrey Liker, and a TPS/Lean consultant. Oh, and he has a great distillery in Kentucky now called Glenn's Creek Distillery. Toyota / Lean topics include: More background about what you learned at Toyota Hard for people to talk about mistakes, admitting they're human Blame vs. responsibility? Toyota teaches that leaders have responsibility Blame with punishment = "accountability"? Punishment replaced with learning and improvement? Hard on the process, not on the people Mr. Yoshino's mix up with the paint area (Episode #30) My episode about the nearly lost episodes (Episode #16) Mistakes made in the distillery Mistakes about mistakes?
Founder and master distiller, Glenn's Creek Distilling Show notes: https://www.markgraban.com/mistake94 My guest for Episode #94 of the My Favorite Mistake podcast is an old friend of mine from professional circles, David Meier. When I first met him, he had left his career at Toyota, and became a consultant in the Lean methodology around the world. He is co-Author of the books The Toyota Way Fieldbook and Toyota Talent. In recent years, he founded Glenn's Creek Distillery in Kentucky, which I've been able to visit twice. I've interviewed David previously a few times on my Lean podcast -- about Toyota/Lean and about the distillery. In today's episode, David shares his "favorite mistake" story from his Toyota days and how they created a "no-fault, no-blame culture." Other topics and questions: More background about what you learned at Toyota Hard for people to talk about mistakes, admitting they're human Blame vs. responsibility? Toyota teaches that leaders have responsibility Blame with punishment = “accountability”? Punishment replaced with learning and improvement? Hard on the process, not on the people Mr. Yoshino's mix up with the paint area (Episode #30) My episode about the nearly lost episodes (Episode #16) Mistakes about mistakes? Mistakes at the distillery Mistakes vs. discoveries? Whiskey transported in barrels - mistake or learning?? --- Support this podcast: https://anchor.fm/favorite-mistake/support
What knowledge do you need to start your own distillery? Well, it takes a lot more than just learning to distill. When I went to Kentucky to interview David Meier about the Old Crow Distillery ruins that sit next to his building, I got a lot more out of the interview than I bargained for. David and his team built their distillery from the ground up - even designing their own stills. We'll talk some history, but there is a lot of science and process to be discovered here as well. Cheers!
Welcome back, everyone to another edition of Glove Talk Podcast! This week's episode was a fun one for us as we had a chance to discuss the baseball process with three special parents. Baseball Process is a business my dad, Walter Beede, started to help navigate parents and kids through the various decisions and processes around recruiting, showcases, training, and the draft. It is a great way to help kids through the process and we thought it would be fun to have three parents who have gone through this process with Walter come on the podcast and share their stories and experiences with the Baseball Process. We can't wait for you all to hear their backgrounds, their unique stories, and how Walter was able to help them. This podcast is sponsored by Vitamin 1. Vitamin 1 is a delicious non-sugar drink loaded with B vitamins and electrolytes. It has natural flavor and no artificial coloring. Hydrate your health with Vitamin 1. https://www.drinkvitamin1.com/ This podcast is sponsored by Lumberlend Bat Mugs. Lumberlend baseball bat mugs are made out of a hollowed barrel of a bat that holds 12 ounces of hot or cold beverages. They are the perfect gift for any player, coach, parent, or die-hard fan. Drink straight from the barrel all year long with the Lumberlend Bat Mug! Go to lumberlend.com and design your bat mug today!
Today’s sermonette based on 1 Corinthians 12:14-31 is given by Rev. David Meier. This is a rebroadcast from August 21, 2014.
Join me for outtakes from my interview with Glenns Creek Distillery's founder David Meier. We'll find out how he found the Old Crow Distillery ruins and his plans for it going forward. We'll also talk about the unique way he got started building his own distilling business including the costs and considerations. Glenns Creek is one of the most unique experiences you will have in Kentucky and just listening to David for a short time will give you an impression of his love for the history and craft of distilling.
After Dr. Crow and Oscar Pepper passed away, the history of Old Crow would take a dramatic turn. James E. Pepper would be the new generation taking over the old distillery, but Old Crow would move on, with a little help from Colonel E.H. Taylor. In this episode, I'll take a look at 130 legendary years that followed this tumultuous period. And I'll talk with David Meier of Glenn's Creek Distilling, the current owner of the Old Crow Distillery ruins, about what he is doing to preserve the legacy of Dr. James C. Crow.
http://www.leanblog.org/whiskey17 In Episode 17, after not doing an episode of Lean Whiskey in almost two months, Mark Graban and Jamie Flinchbaugh try all sorts of firsts. We had three people, with Jim Huntzinger of Lean Frontiers joining us. We all drank the same whiskey. We used two different whiskies. We talked about 3 different keynotes. OK, so they aren’t groundbreaking firsts, but it was new for our show. Jim Huntzinger joined us after an aborted attempt in March for Jamie to do an in-person episode during a planned visit to Lean Frontiers headquarters. We had planned on sampling some of David Meier’s whiskey. Since that didn’t happen, we decided to invite Jim to join Mark and Jamie and sample the same whiskey. Fortunately, Mark and Jamie had the same bottles at home. We all shared and enjoyed Glenns Creek Distillery’s Cuervito Vivo and Cafe Ole. We talked about a range of lean topics. TWI, or Training Within Industry, came up in a discussion about Delta’s approach to asking passengers to wear masks. We talked about Lean Frontier’s upcoming virtual workshops and some featured keynotes. Lean Coaching Summit features Deondra Wardelle who has coached others in professional groups ranging from schools to churches using kata and helped them to success. Watch for Deondra to take over Mark’s blog for a week in August. We explored Jim’s own mini-keynote on Advanced Lean, and how the arc of lean learning often brings you back to the fundamentals, just applied in a more rigorous way. And we finally return to David Meier and his forthcoming work on applying standardization where there appear to be none. We finish the episode sharing a bit of our different office experiences and improvements while working from home. We hope you enjoy the episode, and we toast all of you on your lean learning journey. Cheers! Episode #17 Show Links: Here are some links from the show: About our guest Jim Huntzinger and his organization Lean FrontiersMark’s first podcast with Jim Huntzinger in Episode #8, but Jamie beat him to it with Episode #5Mark’s post about how Delta asks people to wear masks and its relation to TWIPatrick Graupp’s handwashing video via TWI Our two whiskey pours were both from Glenns Creek Distillery, starting with Cuervito Vivo and finishing with Cafe OleThe upcoming virtual Lean Coaching Summit and its keynoter Deondra WardelleThe forthcoming Lean Accounting and Management Summit and its mini-keynote Jim Huntzinger on Advanced LeanNext year’s TWI Summit in Europe and the US that David Meier will talk about building standards Find the podcast feed and past episodes at LeanWhiskey.com or at leanblog.org/leanwhiskey or at jflinch.com/leanwhiskey
JAMAevidence The Rational Clinical Examination: Using Evidence to Improve Care
Dr David Simel discusses Does This Patient Have Acute Mountain Sickness? with Dr David Meier, Dr Tinh-Hai Collet, and Jesse McQuarters.
http://www.leanblog.org/whiskey2In Episode 2 of Lean Whiskey, we're exploring the one true “lean thinking” driven whiskey of Glenns Creek Distillery, by The Toyota Way Fieldbook author David Meier. We also explore lean news covering GE, Danaher, and Boeing, before answering our listener question about production quotas and standards. We end with a final fun question about our favorite lesser-known lean thinkers.
This is our interview with Dorje Brody about his recent paper with David Meier, How to model fake news. This paper uses the tools of communication theory and a sub-topic called filtering theory to describe the mathematical basis for an information channel which can contain fake news. Thanks to our sponsor Gartner.
Back on the podcast for the sixth time is my friend David Meier, a Lean / TPS consultant who is a former Toyota leader at their plant in Georgetown, Kentucky. As we mentioned in our April episode (#304), he's gotten into what's, perhaps, the most Kentucky of industries... distilling bourbon (and more) at Glenn's Creek Distillery. In this episode, there's a lot of bourbon talk, with some Lean concepts thrown in. If you share our interest in Lean and whiskey, then this might be your most favorite episode ever. Of course, if` you don't have any interest in bourbon, you might well skip this one.
Back on the podcast for the fifth time is my friend David Meier, a Lean / TPS consultant who is a former Toyota leader at their plant in Georgetown, Kentucky. He's gotten into what's, perhaps, the most Kentucky of industries... distilling bourbon (and more). I'll have two more podcast episodes where David and I talk about bourbon, whiskey, and continuous improvement for almost 90 minutes total there. Those episodes are coming soon. Today is a shorter episode, where we catch up and hear more about what David has been doing since his last podcast appearance in 2010 when we talked about the challenges Toyota was facing then. In this episode, David drops a lot of knowledge and wisdom in a very short time -- thoughts on problem solving and how Lean thinking isn't easy for anybody, even if you're Japanese.
BLATT 3000 is a magazine for exchange and critical discussion on contemporary music. BLATT 3000 is a collective of artists, activists & theorists, based in Berlin. BLATT 3000 started as a magazine in 2014 and has held two self-organised festivals since then. This program holds a long list of recordings compiled by BLATT 3000 - recordings of compositions, sounds, conversations, concerts, that in some way represent BLATT 3000. Playlist: - 'Thesda - New Forever (BLATT 3000 live version @ UNM Aarhus, 2016: http://liebe.blatt3000.de/) - Der Printerball - Klaus und Laura drucken BLATT 3000 in der Agentur - AmadeuzZz - Akiko Ahrendt, Friedemann Dupelius, Emile Frankel, Gunnar Gunnsteinsson, Neo Hülcker - ¡#0À(R)æ Ik[] 3#[]oø¿ - Sam Andreae - Curiously Tea She Said [Slip] (http://samandreae.com/compositions/curiouslyteashesaid.html) - BLATT 3000 - Sammelstellentreffen (recorded live @ 13357) - BLATT 3000 - Decentralization (Andreas Dzialocha, live version @ UNM Aarhus, 2016) - NOR w. David Meier, Sam Andreae, Neo Hülcker, Annegret Mayer-Lindenberg - directly from inside the Scheune @ VERANTWORTUNG 3000 (https://github.com/adzialocha/NOR) - Mauro Hertig / Pulse Laboratory - Whispers performed by VERANTWORTUNG 3000 - Mauro Hertig / Pulse Laboratory - Patterns In The Courtyard performed by VERANTWORTUNG 3000 - AmadeuzZz - Nice tutorial for http://verantwortung3000.de (ripped from YouTube) - NOR w. David Meier, Sam Andreae, Neo Hülcker, Annegret Mayer-Lindenberg - still directly from inside the Scheune @ VERANTWORTUNG 3000 - Prädikow Tischtennis Gang - Chillen an der Platte vor der "Bar zur Schönen Aussicht" - BLATT 3000 - deep hang out am Schreibtisch - VERANTWORTUNG 3000 - What is it?, live out of Musikhuset Aarhus, UNM 2016 - NOR w. David Meier, Sam Andreae, Neo Hülcker, Annegret Mayer-Lindenberg - once more directly from inside the Scheune @ VERANTWORTUNG 3000 - Romobot - Computer (from BLATT 3000 #9 issue) - HOFFNUNG 3000 - Pressekonferenz @ Tempelhofer Feld, Berlin, 19.08.2017 - VERANTWORTUNG 3000 - Vogel statt Party - Matthias Strassmüller - Spektrallabor @ VERANTWORTUNG 3000 - 10115 & Internet - braining w/ GRINM + Konstmusiksystrar (https://griddarmstadt.wordpress.com/ and http://konstmusiksystrar.se/) - Mozart - Langsames Kartoffelnschälen in der Küche - HOFFNUNG 3000 - Pressekonferenz @ Tempelhofer Feld, Berlin, 19.08.2017 (mit Altbier von Faultierkola) - Wir und der Hausphilosoph - Deepes Quatschen mit Bier - VSG Altglienicke vs. Berliner AK 07 – Sat 26.08.17 13:00 - 15:15 @ Friedrich-Ludwig-Jahn Sportpark - R&C - 3000 talken mit Jenny und Klaus - Teams - OVOXO SHANTI TRUSS EDIT - BLATT 3000 - Love (Laura Weber, live version @ UNM Aarhus, 2016) - R&C - 3000 mal Danke an Jenny und Klaus - Jesting johndory - Agar-Agar Workshop (recorded in Klangkeller @ HOFFNUNG 3000, 2017) - Cosmogonical commabutterfly - The noise upstairs (@3000) (live from the Kino @ HOFFNUNG 3000)
A while ago Krystyna Gadd presented her Five Secrets of Accelerated Learning and after that we decided to break it down to discuss each of the five "secrets" in a lot more detail. In this podcast we look at the third golden nugget of essential advice "design with variety in mind". We discuss various models you can use to ensure workshops are designed with variety, including David Meier's accelerated learning cycle as an overall structure, and many others. Krystyna Gadd is a leading authority on accelerated learning and its application in the UK. As an engineer in a former life, it has shaped her thinking towards creating learning that creates measurable performance impact. She has been training trainers since 2008, through CIPD professional programmes and her own workshops. She has published a book “50 ways to Accelerate Learning”, which expands on her “5 Secrets of Accelerated Learning” that she shared in the Training Journal article “Quick off the Mark”. Both these publications help to dispel some of the myths surrounding accelerated learning. There are 5 broad areas or “secrets” to accelerated learning, that Krys shared in a recent article called “Get up to speed” that appeared in the Training Journal in 2016. Krys finds working with trainers an absolute joy and she constantly seeks out ways to enable trainers to cut down on preparation time, improve retention of information and accelerate the learning though their organisations. Krystyna is the founder of How to Accelerate Learning and creator of The Learning Loop® a brand new and innovative way to train trainers, facilitators, subject matter experts and line managers.
- David Meier of the Motley Fool discusses his article on Twitter - Please call 1-800-388-9700 for a free review of your financial portfolio
Episode #85 is a conversation with David Meier, a former Toyota Georgetown Group Leader and the co-author of the books "Toyota Way Fieldbook" and "Toyota Talent." We discuss the recent quality problems that Toyota is facing and we get a lean thinker's perspective on how to look for facts and really try to diagnose what is happening in a complex situation. David was a guest on episodes #17 and #35 of the podcast if you want to check those out. For earlier episodes, visit the main Podcast page at www.leanpodcast.org, which includes information on how to subscribe via RSS or via Apple iTunes. If you have feedback on the podcast, or any questions for me or my guests, you can email me at leanpodcast@gmail.com or you can call and leave a voicemail by calling the "Lean Line" at (817) 776-LEAN (817-776-5326) or contact me via Skype id "mgraban". Please give your location and your first name. Any comments (email or voicemail) might be used in follow ups to the podcast.
On this podcast: "Shikia" by Eden Bareket, "Hillsville" by Sam Anning, "Nostalgia" by Russell Moore, "Welp" by David Meier, "Mountain Peace" by Matthew Berril and "Texture" by Maren Selvag. Performed by: Eden Bareket Octet: Matthew Berrill, saxophone, Chad Lefkowitz-Brown, saxophone, Eden Bareket, saxophone, Russell Moore, trumpet, Petr Zelenka, guitar, Michal Vanoucek, piano, Sam Anning, bass, Adam Arruda, drums, and Sound Circus : Meredith Bates, violin, Alison Chesley, cello, Teddy Raven, saxophone, Matthew Berrill, saxophone, Maren Selvag, piano, Yannick Peeters, bass and David Meier, drums.
LeanBlog Podcast #35 is another discussion with David Meier, co-author of the book Toyota Talent, written with Dr. Jeffrey Liker. In this podcast, we follow up our previous discussion (Podcast #31) to talk about the upcoming Toyota books, as well as some of the leadership challenges that companies face with working with Lean. If you enjoy this podcast, I hope you'll check out the rest of the series by visiting the LeanBlog podcast main page at http://www.leanpodcast.org/. If you have feedback on the podcast, or any questions for me or my guests, you can email me at leanpodcast@gmail.com or you can call and leave a voicemail by calling the "Lean Line" at (817) 776-LEAN (817-776-5326) or contact me via Skype id "mgraban". Please give your location and your first name. Any comments (email or voicemail) might be used in follow ups to the podcast.
LeanBlog Podcast #31 is a discussion with David Meier, most recently the co-author of the book Toyota Talent, co-authored with Dr. Jeffrey Liker. In this podcast, we discuss the topics from Toyota Talent, including standardized work and how to use the methodology in the right way. We also talk briefly about Toyota's new San Antonio plant. I love David's quote, ""Standardization of work doesn't mean that everybody does it exactly the same way." There will be an upcoming Part 2 of this discussion with David where we talk about upcoming books in the Toyota series, so stay tuned. If you enjoy this podcast, I hope you'll check out the rest of the series by visiting the LeanBlog podcast main page at http://www.leanpodcast.org/. If you have feedback on the podcast, or any questions for me or my guests, you can email me at leanpodcast@gmail.com or you can call and leave a voicemail by calling the "Lean Line" at (817) 776-LEAN (817-776-5326) or contact me via Skype id "mgraban". Please give your location and your first name. Any comments (email or voicemail) might be used in follow ups to the podcast.
LeanBlog Podcast #17 is a discussion with a good friend of the Lean Blog, David Meier, a former Toyota Georgetown Group Leader, founder of Lean Associates, and the co-author of the excellent book, The Toyota Way Fieldbook, and the upcoming Toyota Talent, due out in April (both co-authored with Jeff Liker, check out my Podcasts with him here and here). In this Podcast, we talk about David's recent first hand experiences with factories in China. Are there labor shortages? Is there a lot of waste in Chinese factories? Do the Chinese have good management skills at this point? What lean methods did David see in China? We'll cover all this and more. If you have feedback on the podcast, or any questions for me or my guests, you can email me at leanpodcast@gmail.com or you can call and leave a voicemail by calling the "Lean Line" at (817) 776-LEAN (817-776-5326) or contact me via Skype id "mgraban". Please give your location and your first name. Any comments (email or voicemail) might be used in follow ups to the podcast. Visit www.leanpodcast.org for the main LeanBlog Podcast page with all previous episodes.
Die Instrumentalband aus Luzern bestehend aus Andi Schnellmann (bass), Manuel Troller (git) und David Meier (drums) besticht durch virtuose Spielereien genauso wie durch subtile Kompositionen. Am Samstag spielen sie in der Kaserne. von Mirco Kaempf