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────────────────────────────────────────[00:02:07]60,000 Moroccan Migrants Stormed Spain's Ceuta Enclave — Moroccan Police Officers Guided Them InOfficers said "go that way" and waved migrants to the border; Spanish intelligence confirms it was orchestrated by Morocco on orders from the king.────────────────────────────────────────[00:04:34]Netanyahu's Son Trolled Spain in 2019 — Rubio Gave Morocco $20M and Congress Said Ceuta Belongs to MoroccoYair Netanyahu called out Spain's criticism of Israeli settlements; Rubio validated the claim; the 2027 State Department appropriations bill contains the same language.────────────────────────────────────────[00:47:30]Trump's Taco Dance — War Drums All Week, Cancel the Attack Over the Weekend to Pump MarketsS&P spiked 30 minutes before the peace meme; Iran said they never asked him to halt; Wall Street: nacho, not a chance Hormuz opens.────────────────────────────────────────[01:01:12]US Military General: He Cannot Defend Israel AND America Simultaneously — Destroyers Short on InterceptorsIsrael's finance minister: they start the war and let the US finish it; destroyers already running low on missile interceptors.────────────────────────────────────────[01:09:13]Hotez in 2021: Deplatform Anti-Vaxxers, Blame Russia, Mandate the Shots — Birx Admitted Altering DocumentsHotez called for censorship because he couldn't win the argument; Birx admitted altering COVID documents; Fauci's diary confirms they left Trump with no off ramps.────────────────────────────────────────[01:36:35]Reflecting Pool Vandalism Prosecution Collapses — DOJ Drops Case After Its Own Documents Show Faulty InstallationTrump insisted on a 300-foot gash nobody could find; if interior had shared its own documents from the start, the indictment would never have been sought.────────────────────────────────────────[01:44:13]Capital One Closed 300 Trump Accounts Over Money Laundering Signals — Court Filing Confirms AML ReviewAML team spent months on careful review; Deutsche Bank also flagged Trump transactions; an Epstein victim said Trump's casinos were used for laundering.────────────────────────────────────────[01:50:48]Trump Cannot Escalate Further — Carriers 1,000 Miles Away, Radar Blinded, Interceptors Gone, CENTCOM Lacks ForcesNot a single carrier within a thousand miles of Iran; iron dome failing; Trump's only remaining move is American lives.────────────────────────────────────────[01:55:41]Trump Gilded the "Arts of War" Statues at the Lincoln Memorial — Left the "Arts of Peace" Untouched$5.1 million in gold leaf on Valor and Sacrifice; nothing on Music and Harvest; we know where his heart is.────────────────────────────────────────[01:59:00]Tennessee Congressional Candidate Arrested for Shooting Four Flock Cameras — Faces Felony Vandalism ChargesHeimerman spent the night in Blount County jail; the district has a Republican and Democrat also opposing Flock; the question is whether any mean it. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
────────────────────────────────────────[00:02:07]60,000 Moroccan Migrants Stormed Spain's Ceuta Enclave — Moroccan Police Officers Guided Them InOfficers said "go that way" and waved migrants to the border; Spanish intelligence confirms it was orchestrated by Morocco on orders from the king.────────────────────────────────────────[00:04:34]Netanyahu's Son Trolled Spain in 2019 — Rubio Gave Morocco $20M and Congress Said Ceuta Belongs to MoroccoYair Netanyahu called out Spain's criticism of Israeli settlements; Rubio validated the claim; the 2027 State Department appropriations bill contains the same language.────────────────────────────────────────[00:47:30]Trump's Taco Dance — War Drums All Week, Cancel the Attack Over the Weekend to Pump MarketsS&P spiked 30 minutes before the peace meme; Iran said they never asked him to halt; Wall Street: nacho, not a chance Hormuz opens.────────────────────────────────────────[01:01:12]US Military General: He Cannot Defend Israel AND America Simultaneously — Destroyers Short on InterceptorsIsrael's finance minister: they start the war and let the US finish it; destroyers already running low on missile interceptors.────────────────────────────────────────[01:09:13]Hotez in 2021: Deplatform Anti-Vaxxers, Blame Russia, Mandate the Shots — Birx Admitted Altering DocumentsHotez called for censorship because he couldn't win the argument; Birx admitted altering COVID documents; Fauci's diary confirms they left Trump with no off ramps.────────────────────────────────────────[01:36:35]Reflecting Pool Vandalism Prosecution Collapses — DOJ Drops Case After Its Own Documents Show Faulty InstallationTrump insisted on a 300-foot gash nobody could find; if interior had shared its own documents from the start, the indictment would never have been sought.────────────────────────────────────────[01:44:13]Capital One Closed 300 Trump Accounts Over Money Laundering Signals — Court Filing Confirms AML ReviewAML team spent months on careful review; Deutsche Bank also flagged Trump transactions; an Epstein victim said Trump's casinos were used for laundering.────────────────────────────────────────[01:50:48]Trump Cannot Escalate Further — Carriers 1,000 Miles Away, Radar Blinded, Interceptors Gone, CENTCOM Lacks ForcesNot a single carrier within a thousand miles of Iran; iron dome failing; Trump's only remaining move is American lives.────────────────────────────────────────[01:55:41]Trump Gilded the "Arts of War" Statues at the Lincoln Memorial — Left the "Arts of Peace" Untouched$5.1 million in gold leaf on Valor and Sacrifice; nothing on Music and Harvest; we know where his heart is.────────────────────────────────────────[01:59:00]Tennessee Congressional Candidate Arrested for Shooting Four Flock Cameras — Faces Felony Vandalism ChargesHeimerman spent the night in Blount County jail; the district has a Republican and Democrat also opposing Flock; the question is whether any mean it. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Notizbuch-Offenbarung von Scott Bessent, das Jahreshoch von Berkshire Hathaway und einen Konkurrenten für Eli Lilly. Außerdem geht es um Amazon, Apple, Bank of America, Apnimed, Perimeter Solutions, Rosenbauer, MSA Safety, Drägerwerk, Bridger Aerospace, Aena, Fraport, CAF (Construcciones y Auxiliar de Ferrocarriles), Siemens, Alstom, BBVA, Deutsche Bank, SPDR S&P Global Dividend Aristocrats ETF (WKN: A1T8GD), VanEck Morningstar Developed Markets Dividend Leaders ETF (WKN: A2JAHJ) und iShares Stoxx Global Select Dividend 100 ETF (WKN: A0F5UH). Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
EPISODE DESCRIPTIONI sat down with Rohit, Richard, and Carlos from CAAN , three veterans with decades of experience across Goldman Sachs, Bear Stearns, BlackRock, and Deutsche Bank , to break down what is really happening in markets right now. We get into why Bitcoin has gone quiet, where all the volatility has migrated to, and what the bond market breaking down could mean for everyone. More importantly, we dig into what CAAN is building: liquid alternative strategies that give everyday investors access to the kind of sophisticated, uncorrelated returns that were previously locked behind institutional walls. Richard also shares a raw and refreshingly honest take on wealth, happiness, and why borrowing money to impress people is a trap. This one covers a lot of ground , macro, crypto, derivatives, and life advice , and I think you will find it genuinely useful. DISCLAIMERNothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend. Be a guest on the podcast or contact us - https://www.web3pod.xyz/CONNECTCAAN Website: https://caanam.com/CAAN LinkedIn: https://www.linkedin.com/company/caan-alternative-asset-management/Rohit LinkedIn: https://www.linkedin.com/in/rohit-gadkar-070172/Carlos LinkedIn: https://www.linkedin.com/in/carlos-flores-otero-083280/KEY POINTS WITH TIMESTAMPS• [00:00] Rohit, Richard, and Carlos share their backgrounds • [02:13] Richard explains how he moved from building trading systems at investment banks to crypto options in 2017• [03:04] Carlos describes how CAAN was born from a career in liquid alternative strategies and a gap he saw in the market• [05:10] Rohit shares his journey from early BlackRock employee to co-founding CAAN• [08:00] The team explains why they focus on liquid alternatives over the saturated private equity and private credit space• [10:26] Carlos makes the case for decorrelatio• [15:18] CAAN's gold-standard approach to regulatory compliance and institutional-grade infrastructure• [16:01] How CAAN structures products to lower minimum entry tickets and democratize access• [18:52] Richard breaks down the three types of Bitcoin holders• [23:22] Why Bitcoin volatility has compressed and where that volatility has gone , meme stocks, AI names, and prediction markets• [25:39] Richard on why periods of low Bitcoin volatility have always preceded explosive moves• [28:04] Richard's blunt take on hyperfinancialization, inequality, and why markets are structurally inefficient• [30:27] Carlos draws parallels between today's market psychology and the run-up to the 1929 crash• [31:40] Richard on the dot-com bubble, infinite money printing, and why the next crash might be the real one• [33:22] Rohit explains why the bond market is the only real check on government spending , and what happens if it breaks• [35:11] The Bitcoin bull case: hyperinflation, a monetary reset, and growing mistrust of the dollar• [39:12] Richard explains why he sees volatility as a more reliable asset class than any other• [40:54] How CAAN's Digital Assets Absolute Return strategy trades volatility rather than direction to generate smoother returns• [43:34] Carlos breaks down how combining a volatility sub-strategy with a momentum sub-strategy creates resilience• [46:57] Richard on the biggest misconception retail investors have about digital assets• [48:43] Richard's single most important chart or metric for understanding Bitcoin over time• [50:09] Final advice from all three: start early, diversify, stay invested, do not time the market, and find uncorrelated strategies• [54:39] Richard's unconventional life advice , stop borrowing, stop chasing status, become happy first and then figure out money• [56:40] CAAN's current ask: raising capital, scaling distribution, and building partnerships across jurisdictions
Episode 4193 │ July 31, 2026 $700 billion into AI data centers. Zero measurable GDP growth outside the spending itself. Wall Street is starting to notice. The people already knew. WHAT THIS EPISODE COVERS Scott Kesterson closes out July — and a 26-day fast — with the most complete economic deconstruction of the AI hyperscaler model yet: a $700 billion annual capital expenditure cycle producing zero detectable macroeconomic productivity gain outside the tech sector itself, a circular financing structure Bloomberg mapped as Microsoft, OpenAI, and Nvidia essentially paying each other in a Ponzi loop, and AI stocks now representing 35% of the S&P 500 against a hollowed-out industrial base — making the current vulnerability structurally worse than the 1999 dot-com collapse, when America still made things. The episode then delivers the counter-narrative the hyperscalers did not see coming: consumer trust in AI as a decision-maker collapsed 28 points in 12 months, 50% of Gen Z is blocking AI-generated content, and what is actually emerging is not AI dependence but AI-assisted human discernment — people using the tool as a librarian rather than an oracle, making their own decisions better while refusing to let the machine make decisions for them, which is precisely why the profit model is breaking. Scott closes with the local sovereignty frame that underlies every episode — the real fight is land and water, not the building; the Community Sovereignty Framework v1.2 is free under every episode; and the people walking in the authority of Christ without fear of the tool are already winning, because the numbers confirm it. KEY QUESTIONS ADDRESSED What does the Deutsche Bank analysis of AI capital expenditure reveal — and why does $700 billion in annual hyperscaler spending producing zero measurable GDP growth outside the spending itself mean the AI economic model is structurally identical to the 1999 dot-com bubble, except with far less underneath it when it falls? What is the difference between AI as oracle and AI as librarian — and why does the collapse of consumer trust in AI decision-making alongside rising AI usage actually represent the most positive possible sign about human discernment and the people's capacity to use a tool without being used by it? Why does Scott argue that the real target in the fight against AI data centers is not the building or the company but the land and water rights that Wall Street will retain when the Ponzi loop collapses — and what does the Community Sovereignty Framework v1.2 give communities to fight that specific battle? ABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm This episode was researched and produced under the Spatial Terra Intelligence Methodology (STIM v5) — the analytical framework built by Scott Kesterson — with AI-assisted research synthesis at a 70/30 human/AI authorship ratio, fully disclosed. All analysis, conclusions, and editorial judgments are those of Scott Kesterson. BardsFM's archive includes hundreds of episodes on prayer, scripture, and walking the Way of Christ — available free in the full episode catalog. DOWNLOADS Community Sovereignty Framework: click here AFFILIATE LINKS Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939. EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here DONATIONS: If you wish to support this podcast directly you can donate here... DONATE: Click here MAILING ADDRESS: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740
Text: Diese Woche gab es an der Nasdaq einen Turnaround. Wie nachhalrtig dieser sein könnte, analysieren Rüdiger und Robert.Erwähnte Titel: SK Hynix, Micron, AMD, Intel, Oracle, Qualcomm, Microsoft, Meta, Apple, Mastercard, Novo Nordisk, Reddit, SpaceX, Tesla, VW, Porsche, Mercdes, BMW, RBI, Erste Group, Deutsche Bank, OMV, Shell, Airbus, Boeing, Kapsch TrafficcomDieser Podcast wird unterstützt von Raiffeisenfonds, einer Marke der Raiffeisen Kapitalanlage GmbH. Über Geld zu reden ist wichtig, um finanzielle Transparenz und Verständnis zu fördern. Es hilft, Missverständnisse und Konflikte zu vermeiden und gemeinsame finanzielle Ziele zu setzen. Offene Gespräche über Geld ermöglichen es, Wissen zu teilen und voneinander zu lernen, was zu besseren finanziellen Entscheidungen führt. Zudem kann es helfen, finanzielle Ängste abzubauen und Unterstützung bei finanziellen Herausforderungen zu finden. Geldgespräche sind der Schlüssel zu finanzieller Gesundheit und Sicherheit. Mehr auch unter raiffeisenfonds.at, Prospekte beziehungsweise Basisinformationsblätter auf www.rcm.at unter der Rubrik „Kurse und Dokumente.Alle Folgen finden Sie auch auf KURIER.at und kronehit.at.Weitere Podcasts finden Sie unter KURIER.at/podcasts Hosted on Acast. See acast.com/privacy for more information.
A.M. Edition for July 30. Meta shares fall and Microsoft rallies after the hyperscalers sent very different signals on how they're monetizing their massive AI outlays. Plus, as some people are allowed to return to their homes in southwestern France, WSJ's Ed Ballard says a debate over aging water bombers and the country's readiness ahead of a summer of wildfires is picking up. And DoorDash secures a key certification from the FAA to use drones for deliveries. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bloomberg reported on July 29, 2026 that UBS and Deutsche Bank delivered strong earnings. UBS under CEO Sergio Ermotti has focused on integrating Credit Suisse and expanding wealth management, supporting cross-border services and selective credit. Deutsche Bank led by CEO Christian Sewing continues its restructuring with emphasis on fixed income, currencies, and corporate transaction services. Stronger bank profits can influence lending standards, underwriting capacity, and capital markets activity across Europe and for U.S. clients. Founders should benchmark credit terms across multiple banks, evaluate fixed versus floating-rate exposure, and maintain documented hedging policies for euro and Swiss franc flows. Tighter compliance after 2023 requires up-to-date corporate records and time for onboarding and amendments.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
El sector lujo, Rheinmetall y Deutsche Bank con Pablo García, director general de Divacons Alphavalue
Mitten in der Berichtssaison stehen heute die Zahlen von Deutsche Bank, DWS und vor allem PayPal im Fokus. Während die Deutsche Bank mit starken Quartalszahlen und einem neuen Aktienrückkaufprogramm überzeugt, sorgt bei PayPal weniger das operative Geschäft als vielmehr die anhaltende Übernahmespekulation für Fantasie. Stripe und Advent International sollen Interesse an einer Übernahme haben – kommt ein höheres Angebot, könnte die Aktie weiter zulegen. Im Trade der Woche analysieren wir die Chancen eines Long-Setups, die wichtigsten charttechnischen Marken sowie das Chancen-Risiko-Verhältnis eines Turbo-Longs. Außerdem werfen wir einen Blick auf die Quartalszahlen und erklären, warum 70 bis 75 US-Dollar für die PayPal-Aktie erreichbar sein könnten.
Der DAX trotzt dem Ausverkauf asiatischer Chipwerte. Banken und Rheinmetall halten Frankfurt fast auf Vortagesniveau. Infineon rutscht dagegen ans DAX-Ende. RWE erhöht die Prognose. BASF spart weiter. BMW plant den Abbau von 8.000 Stellen. Jetzt richten sich alle Blicke auf die US-Notenbank sowie Meta und Microsoft. Frank Benz warnt vor KI-Kosten, Ölpreis und Zinsen. Thomas Kieselstein analysiert Europas KI-Abhängigkeit. Dazu alle Kurse und Firmenmeldungen dieses Tages kompakt im Schlussbericht.
How do India's wealthiest families actually manage their money, and why does the man who looks after roughly ₹50,000 crore of it own zero stocks himself?Rohit Sarin is the co-founder of Client Associates, which he started in 2002 as India's first multi-family office and has grown into the largest in the country, managing around ₹50,000 crore for more than 1,100 wealthy families. The firm acts as a personal CFO for a family's entire wealth, doing for a household what a finance chief does for a company.He built it the hard way. He left a senior banking career at Deutsche Bank and Kotak, walked away from a full salary into a negative net worth, and took no salary in the first year so every rupee could go into building revenue. The firm's first working machine was an old computer he won at a Deutsche Bank auction.His most contrarian view is about how ordinary Indians treat the markets. He believes trading is a zero-sum game, and the data backs him. A SEBI study found that 93 per cent of individual F&O traders lost money over three years, worth more than ₹1.8 lakh crore, with only about one per cent earning a meaningful profit. Rohit made money on seven of ten trades and still ended underwater because the three losses wiped out all seven gains, so he closed his demat account entirely. He reads the AI boom the same way, as a bubble much like the dot-com era where a rare Amazon survives, and points to Byju's as a reminder of what happens when growth runs ahead of discipline.What the rich do differently is stay patient. They spend on their needs and rarely on their wants, and their real goal is to stay rich across generations rather than to get rich quickly. His own line for it is that wealth is a gift given by the impatient to the patient. He is equally clear that this is India's century, that the country has just crossed the income level where consumption compounds, and that the next ten years may be its best for anyone who starts investing early. He lays it all out in his book, Unlocking Wealth: Secrets to Getting Rich at Any Age.If you are excited about how India's richest families think about money and where India's next decade is headed, this episode is for you.00:00 - Trailer01:50 - The personal CFO for India's richest families03:50 - Quitting a full salary for a negative net worth05:20 - The old computer he won at a Deutsche Bank auction06:50 - The first clients and the two crore bar he borrowed from Merrill09:20 - How many dollar-millionaires India really has11:50 - The income level where a country's wealth suddenly compounds14:20 - What is really driving India's wealth creation16:50 - How old-money families decide who controls the wealth19:50 - The tech gap that changed who leads a family office22:50 - Is the AI boom just the dotcom bubble again26:50 - Why he is telling family offices to sit out AI for now30:50 - The asset classes the ultra-rich actually hold33:50 - Why the rich are moving money beyond India37:50 - The one thing the ultra-rich do that the 99% do not41:50 - His relationship with wealth, and needs versus wants44:50 - Advice to first-generation founders who just got rich48:50 - Why this is India's century and its best decade52:50 - 93% lose money trading, and the demat account he closed55:50 - The book he wrote for every young Indian57:50 - Rapid fire: the best investment he has ever made-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the centre of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail
Die Schwellenländer sind zurück im Fokus der Anleger – und Lateinamerika gehört zu den Gewinnern. Getrieben von der steigenden Nachfrage nach Kupfer, Lithium und anderen Rohstoffen profitiert die Region indirekt gleich mehrfach von den Megatrends Künstliche Intelligenz, Elektrifizierung und Energiewende. Gleichzeitig erscheinen viele Märkte trotz der jüngsten Kursgewinne weiterhin interessant bewertet. Ist der Markt jetzt noch einen Blick wert? Darüber spricht Dr. Ulrich Stephan, Chefanlagestratege für Privat- und Firmenkunden der Deutschen Bank, mit Finanzjournalistin Jessica Schwarzer. Ein Transkript dieser Episode finden Sie hier: https://perspektiventogo.podigee.io/389-rohstoffe-ki-gunstige-bewertungen-lateinamerika-im-aufwind/transcript Quelle für Wert- und Preisentwicklungen sowie Zinsprognosen: Bloomberg. Quelle für Erwartungen der Unternehmensgewinne: LSEG Datastream. WICHTIGE HINWEISE: Bei diesen Informationen handelt es sich um Werbung. Diese Texte genügen nicht allen gesetzlichen Anforderungen zur Gewährleistung der Unvoreingenommenheit von Anlage- und Anlagestrategieempfehlungen oder Finanzanalysen. Es besteht kein Verbot für den Ersteller oder für das für die Erstellung verantwortliche Unternehmen, vor beziehungsweise nach Veröffentlichung dieser Unterlagen mit den entsprechenden Finanzinstrumenten zu handeln. Die in diesem Text gemachten Angaben stellen keine Anlageempfehlung, Anlageberatung oder Handlungsempfehlung dar, sondern dienen ausschließlich der werblichen Information. Die Angaben ersetzen nicht eine auf die individuellen Verhältnisse des Anlegers abgestimmte Beratung. Die Information ist mit größter Sorgfalt erstellt worden. Bei Prognosen über Finanzmärkte oder ähnlichen Aussagen handelt es sich um unverbindliche Informationen. Soweit hier konkrete Produkte genannt werden, sollte eine Anlageentscheidung allein auf Grundlage der verbindlichen Verkaufsunterlagen getroffen werden. Jede Geldanlage ist mit Risiken verbunden. Es gibt keine Garantie und Marktschwankungen können zu Verlusten bis hin zum Totalverlust des eingesetzten Kapitals führen. Über die speziellen Risiken eines Wertpapierprodukts informieren die gesetzlich vorgeschriebenen Verkaufsunterlagen. Wertentwicklungen in der Vergangenheit und Prognosen sind kein verlässlicher Indikator für die künftige Wertentwicklung. Sofern es in diesem Dokument nicht anders gekennzeichnet ist, geben alle Meinungsaussagen die aktuelle Einschätzung der Deutschen Bank wieder, die sich jederzeit ändern kann. ZUM THEMA NACHHALTIGKEIT: Derzeit fehlt es an einheitlichen Kriterien und einem einheitlichen Marktstandard zur Bewertung und Einordnung von Finanzdienstleistungen und Finanzprodukten als nachhaltig. Dies kann dazu führen, dass verschiedene Anbieter die Nachhaltigkeit von Finanzdienstleistungen und Finanzprodukten unterschiedlich bewerten. Zudem sind die gesetzlichen Vorgaben zur Offenlegung der Berücksichtigung von Nachhaltigkeitskriterien und zum Umgang mit dem Thema ESG (Environment = Umwelt, Social = Soziales, Governance = Unternehmensführung) und Sustainable Finance (nachhaltige Finanzwirtschaft) einem stetigen Wandel unterworfen. Die Auslegung der relevanten gesetzlichen Regelungen ist zudem nicht eindeutig und abschließend. All dies kann dazu führen, dass gegenwärtig als nachhaltig bezeichnete oder beworbene Finanzdienstleistungen und Finanzprodukte die künftigen gesetzlichen Anforderungen an die Qualifikation als nachhaltig oder als Nachhaltigkeitskriterien berücksichtigend nicht erfüllen. Soweit in dieser Marketinginformation von Deutsche Bank die Rede ist, bezieht sich dies auf die Deutsche Bank AG, Taunusanlage 12, 60325 Frankfurt, Deutschland.
Macca is joined in the hosting seat, for the first half of this week’s show by Misha Ketchell, Editor-in-Chief of the Conversation. Misha is the Editor of The Conversation Australia and New Zealand. He has been a journalist for more than 25 years. He was the founding editor of The Big Issue Australia and editor of Crikey, The Reader and The Melbourne Weekly. He was a reporter at The Age and worked at the ABC where he was a TV producer on Media Watch and The 7:30 Report and an editor on The Drum. Macca and Misha discuss New UK PM Andy Burham; job losses at Nine; what’s come out from the ALP conf in Adelaide Oasis Index and Big Mac Index Melbourne recently took top spot on the “Oasis index”, an annual metric published by Deutsche Bank that tracks the price of beer and cigarettes in cities around the world. The index tracks the cost of five beers and two packets of cigarettes, in US dollars, city by city. Inspired by the lyrics of the song Cigarettes and Alcohol, from Oasis's 1994 debut album Definitely Maybe. Melbourne's Oasis basket comes to US$111.20 (about A$160). That's slightly ahead of Sydney at US$109.50 (A$157), but roughly double the equivalent basket in New York – US$54.10 (about A$78). Sydney came a very close second, reflecting what the report called “Australia's relentless application of sin taxes”. If you're in Melbourne the Oasis index shows the same round of beer and cigarettes cost US$59 (A$84) in 2016. The cost has risen by 89%. The Oasis index is just one of many unusual metrics that aim to reveal economic insights by looking at spending habits on everything from lipstick to underwear. Big Mac Index Princeton University economics professor Orley Ashenfelter has travelled the world visiting McDonald's stores. Big Macs earned per hour index to show real wages. India: four hours to buy one big mac. Korea: two big macs per hour. Most developed countries sit at two big macs per hour. Maccas workers in Australia get 3.3 big macs per hour, putting us at or near the top. For years, economists have been using “novelty” metrics because these are often more relatable and easier for the public to understand. There are several famous examples. The hemline index, first introduced by economist George Taylor in the 1920s, is based on an assumption that the length of skirts rises and fall in line with the stock market. The hemline index suggests skirt lengths rise and fall based on the strength of the economy. The theory – which despite some supporting evidence, remains controversial – is that when the economy is flourishing, hemlines get shorter. By contrast, in an economic downturn, hemlines get longer. The men's underwear index was coined by the late former Chair of the US Federal Reserve Alan Greenspan. Greenspan noticed that during tighter economic conditions, men cut back on a basic but hidden necessity – boxers and briefs. People can't see what you are wearing under your clothes, so its easier to delay replacing threadbare briefs to save money. Then we have the lipstick index. This was coined after Estée Lauder chairman Leonard Lauder noticed, in 2001, that lipstick sales were increasing even while discretionary spending fell. The assumption here is that in times of economic uncertainty, consumers resort to affordable luxuries rather than big-ticket items such as holidays or cars. Psychologically, we still want to reward ourselves, but at a smaller scale. And no roundup of unusual indices should exclude the Big Mac index, introduced in 1986 by The Economist magazine to demonstrate purchasing power parity across the world. It prices an identical burger everywhere it's sold, so any gap in the US-dollar price is a rough signal of whether a currency is over- or undervalued. Universities Julie Hare, OZ most experienced higher education reporter: ‘We've got vice-chancellors here in third-tier universities who are paid more than the vice-chancellors of Oxford, Cambridge, Harvard. It's insane.' NSW's Independent Commission Against Corruption (ICAC) earlier this month John Dewar clumsily attempted to explain away accusations put to him that he advantaged his employer, the advisory firm KordaMentha, to successfully win contracts at the University of Wollongong, where he had been seconded as an interim vice-chancellor. Dewar was employed by KordaMentha in February 2024 as a partner to run its higher education practice. A couple of months later, he was approached by the University of Wollongong's chancellor, Michael Still, to fill in as vice-chancellor. KordaMentha didn't seem to have a problem with their new high-profile hire jumping ship just four months after signing on. Why? Well, it seems the firm expected, quite confidently, that there would be a quid pro quo. That is, Dewar's appointment would lead to a lucrative pipeline of work for the consultancy. KordaMentha secured work at UoW that grew to contracts worth $3.8 million. International student numbers dropping, Chinese Students down around 30% But Job Ready Graduates continue. In 2027, one third of Australian university students will be paying $17,399. A standard three-year arts degree more than $52,000, compared with a nursing degree, which will be less than $15,000. The discrepancy is a result of the Morrison government's Job-ready Graduates scheme. The Albanese government agrees the scheme has failed but it has no plan to replace it. Job-ready Graduates cut student contributions in teaching, nursing, engineering and IT courses to encourage them to do degrees the Coalition government saw as “job-ready”. At the same time, student contributions jumped for arts, business and law. In 2024, a major government report on higher education – the found the policy had “failed” and needed to be replaced. The new Australian Tertiary Education Commission says it is exploring what could replace Job-ready Graduates. The commission is not due to provide advice to the government on the matter until the second half of 2027. The post Sat, July 25th, 2026: Weekly Wrap Up with Macca and Misha Ketchell, Editor-in-Chief of the Conversation. appeared first on Saturday Magazine.
Inside Wirtschaft - Der Podcast mit Manuel Koch | Börse und Wirtschaft im Blick
Für die Produktion modernster KI-Chips wird Helium immer wichtiger – doch ausgerechnet dieser Rohstoff könnte knapp werden. Rund 30 Prozent des weltweiten Heliumangebots stammen aus Katar. Eine weitere Eskalation im Nahen Osten und eine mögliche Blockade der Straße von Hormus könnten deshalb zu einem Angebotsengpass führen. „Helium ist tatsächlich dieses Nebenprodukt der Erdgasförderung oder Verflüssigung von Erdgas und deswegen kann man auch keine strategischen Reserven anlegen", erklärt Michael Blumenroth im Rohstoff-Talk. Der Rohstoffanalyst der Deutschen Bank über die Bedeutung von Helium für die Chip-Industrie und die Frage, ob Anleger überhaupt in den Rohstoff investieren können: „Es gibt keinen Helium-ETF. Die beste Gelegenheit für Anleger wären wahrscheinlich Industriegase-Produzenten." Außerdem geht es um den Goldpreis, der sich trotz hoher Inflationserwartungen, steigender Anleiherenditen und höherer Ölpreise wieder erholt hat. „Vielleicht gerade weil jetzt keiner damit rechnet, könnte jetzt tatsächlich ein Ausbruch demnächst nahen." Wie sich die Eskalation im Nahen Osten auf Öl, Erdgas und weitere Rohstoffe auswirkt und welche Chancen Silber und Industriemetalle bieten könnten, erklärt der Experte im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://www.xetra-gold.com
von Anna Wallner. Beim Salzburg Summit eroberte Kanadas Ex-Premier Justin Trudeau die Herzen des Publikums. Dass Katy Perry fehlte, glich Finanzanalystin Monika Rosen mit einer besonderen Einlage aus. Eine Wrap-Up-Folge mit den besten Zitaten von Antony Blinken über Wolfgang Hattmannsdorfer bis Justin Trudeau. Und ein Interview mit David Bach.
Tesla reported its first cash burn in more than two years in the second quarter, and US oil refineries are running at full tilt as wars in the Middle East and Ukraine choke global supplies of fuels such as diesel. Plus, the UK consumer price index dropped in June, and Deutsche Bank's headquarters was raided for the third time this year. Mentioned in this podcast:Tesla profits plunge as discounts on EV models weigh on results US oil refineries run at breakneck speeds as wars choke fuel suppliesTrump threatens to destroy Iranian bridges and power plantsUK inflation falls more than expected to 2.6% in JuneDeutsche Bank headquarters raided for third time this yearWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Steuerbetrug kostet den Staat jedes Jahr mehr als 100 Milliarden Euro. Trotzdem soll ein umfangreicher Aktionsplan nur rund eine Milliarde zusätzlich einbringen. Warum das kein Zufall ist – und weshalb Deutschland endlich ehrlich über Bargeld, Kontrolle und Freiheit sprechen muss. Den „Tagesanbruch" gibt es auch zum Nachlesen unter [t-online.de/tagesanbruch](https://www.t-online.de/tagesanbruch) Anmerkungen, Lob und Kritik gern an podcasts@t-online.de Den „Tagesanbruch“-Podcast gibt es immer montags bis freitags ab 6 Uhr zum Start in den Tag vorgelesen von einer freundlichen KI-Stimme – am Wochenende mit einer tiefgründigeren Diskussion. Verpassen Sie keine Folge und abonnieren Sie uns bei [Spotify] https://open.spotify.com/show/3v1HFmv3V3Zvp1R4BT3jlO?si=klrETGehSj2OZQ_dmB5Q9g), [Apple Podcasts](https://itunes.apple.com/de/podcast/t-online-tagesanbruch/id1374882499?mt=2), [Amazon Music](https://music.amazon.de/podcasts/961bad79-b3ba-4a93-9071-42e0d3cdd87f/tagesanbruch-von-t-online) oder überall sonst, wo es Podcasts gibt. Wenn Ihnen der Podcast gefällt, lassen Sie gern eine Bewertung da.
Airbus, Equinor, Deutsche Bank y Diageo, bajo la lupa de Xavier Brun, responsable de renta variable de Trea AM.
This evening, we unpack the latest market movements with Otto1890, discuss Pepkor's landmark fintech acquisition with the FinTech Association of South Africa, examine the future of new energy vehicles (NEVs) and job security with Naacam, explore tourism trends across Africa with MSC Cruises South Africa, and, in our Executive Lounge, speak to Deutsche Bank's chief country officer Danelee Masia. SAfm Market Update - Podcasts and live stream
Boys are all over the shop this week as evidenced by the start as we go from talking hacker houses (glorified slums) to LAN parties, quant trading firms, the South Korean stock market, the destruction of the social contract, filing for bankruptcy and much more inbetween. Miguel then provides the boys with a Deutsche Bank report.We're back this week with the old faithful "Bullslut" as the boys turn to this great game in their time of need.___________________________________________________________FULL PODCAST EPISODES
Stochastic conversations is a new series from Deutsche Bank's QIS Research Team, featuring team members' journeys from their background to their current roles. The series will also discuss recent market drivers, and themes related to the expertise of each individual analyst. In the second episode, Caio Natividade, Global Head of QIS Research introduces Gianpaolo Tomasi, Head of Quant Equity Research from the QIS team.
Markets are entering a new phase of the AI investment story. While demand for artificial intelligence remains exceptionally strong, investors are becoming more discerning about which companies will ultimately translate that demand into sustainable profits. Michelle Martin explores why TSMC's strong earnings still triggered a semiconductor sell-off, what Deutsche Bank says is the next big question for AI investing, and why money is rotating into healthcare and financials. Plus, Abbott Laboratories surges on strong earnings, Alphabet stumbles after another Gemini delay, and why oil fell despite escalating tensions in the Middle East. Three key investor takeaways round out today's Market View.See omnystudio.com/listener for privacy information.
Starke Gewinne an der Wall Street, aber die Börsenrally gerät ins Stocken. Während die Berichtssaison bislang überraschend stark ausfällt, wachsen die Zweifel an der nächsten Phase des KI-Booms. Hinzu kommen Unsicherheiten rund um den Nahostkonflikt, Ölpreis, Inflation und Geldpolitik. Wie Anlegerinnen und Anleger die aktuelle Marktlage einordnen sollten, diskutieren Dr. Ulrich Stephan, Chefanlagestratege für Privat- und Firmenkunden der Deutschen Bank, und Finanzjournalistin Jessica Schwarzer. Ein Transkript dieser Episode finden Sie hier: https://perspektiventogo.podigee.io/388-gewinnboom-an-der-wall-street-warum-die-rally-trotzdem-stockt/transcript Quelle für Wert- und Preisentwicklungen sowie Zinsprognosen: Bloomberg. Quelle für Erwartungen der Unternehmensgewinne: LSEG Datastream. WICHTIGE HINWEISE: Bei diesen Informationen handelt es sich um Werbung. Diese Texte genügen nicht allen gesetzlichen Anforderungen zur Gewährleistung der Unvoreingenommenheit von Anlage- und Anlagestrategieempfehlungen oder Finanzanalysen. Es besteht kein Verbot für den Ersteller oder für das für die Erstellung verantwortliche Unternehmen, vor beziehungsweise nach Veröffentlichung dieser Unterlagen mit den entsprechenden Finanzinstrumenten zu handeln. Die in diesem Text gemachten Angaben stellen keine Anlageempfehlung, Anlageberatung oder Handlungsempfehlung dar, sondern dienen ausschließlich der werblichen Information. Die Angaben ersetzen nicht eine auf die individuellen Verhältnisse des Anlegers abgestimmte Beratung. Die Information ist mit größter Sorgfalt erstellt worden. Bei Prognosen über Finanzmärkte oder ähnlichen Aussagen handelt es sich um unverbindliche Informationen. Soweit hier konkrete Produkte genannt werden, sollte eine Anlageentscheidung allein auf Grundlage der verbindlichen Verkaufsunterlagen getroffen werden. Jede Geldanlage ist mit Risiken verbunden. Es gibt keine Garantie und Marktschwankungen können zu Verlusten bis hin zum Totalverlust des eingesetzten Kapitals führen. Über die speziellen Risiken eines Wertpapierprodukts informieren die gesetzlich vorgeschriebenen Verkaufsunterlagen. Wertentwicklungen in der Vergangenheit und Prognosen sind kein verlässlicher Indikator für die künftige Wertentwicklung. Sofern es in diesem Dokument nicht anders gekennzeichnet ist, geben alle Meinungsaussagen die aktuelle Einschätzung der Deutschen Bank wieder, die sich jederzeit ändern kann. ZUM THEMA NACHHALTIGKEIT: Derzeit fehlt es an einheitlichen Kriterien und einem einheitlichen Marktstandard zur Bewertung und Einordnung von Finanzdienstleistungen und Finanzprodukten als nachhaltig. Dies kann dazu führen, dass verschiedene Anbieter die Nachhaltigkeit von Finanzdienstleistungen und Finanzprodukten unterschiedlich bewerten. Zudem sind die gesetzlichen Vorgaben zur Offenlegung der Berücksichtigung von Nachhaltigkeitskriterien und zum Umgang mit dem Thema ESG (Environment = Umwelt, Social = Soziales, Governance = Unternehmensführung) und Sustainable Finance (nachhaltige Finanzwirtschaft) einem stetigen Wandel unterworfen. Die Auslegung der relevanten gesetzlichen Regelungen ist zudem nicht eindeutig und abschließend. All dies kann dazu führen, dass gegenwärtig als nachhaltig bezeichnete oder beworbene Finanzdienstleistungen und Finanzprodukte die künftigen gesetzlichen Anforderungen an die Qualifikation als nachhaltig oder als Nachhaltigkeitskriterien berücksichtigend nicht erfüllen. Soweit in dieser Marketinginformation von Deutsche Bank die Rede ist, bezieht sich dies auf die Deutsche Bank AG, Taunusanlage 12, 60325 Frankfurt, Deutschland.
The great lie of the Epstein scandal isn't just what he did, but how the powerful around him suddenly claimed they couldn't remember him at all. Presidents, princes, billionaires, academics, bankers, and celebrities who once courted his money and shared his jets all reached for the same script when the walls closed in: I barely knew him. It was a coordinated act of survival, not an accident. Institutions like Harvard, MIT, Deutsche Bank, and JP Morgan played the same game, pretending they never saw the red flags. Legacy media, instead of hammering the contradictions, often published these denials straight, allowing amnesia to masquerade as truth. Forgetting became strategy, and strategy became cover.But memory leaves evidence. Flight logs, photographs, donations, and testimonies remain, and every denial only underscores the complicity of those who looked away. The survivors don't get to forget; they live with scars while the powerful rewrite history. What the amnesia act reveals is cowardice: a willingness to erase reality to protect reputation. Epstein built his empire on memory, yet his circle tried to survive through erasure. In the end, their denials brand them more deeply than their associations ever could—because the attempt to forget is itself proof they remembered perfectly well.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den Dürre-Krisen-Indikator und machen einen Wall-Street-Banken-Exkurs. Außerdem geht es um Lucid, HCA Healthcare, Pentair, JPMorgan Chase, Goldman Sachs, Citigroup, Wells Fargo, Bank of America, SpaceX, Uber, Evotec, Delivery Hero, ASML, BlackRock, BNY Mellon, Morgan Stanley, Johnson & Johnson, United Airlines, J.B. Hunt, Rio Tinto, Richemont, BASF, Covestro, Shell, Thyssenkrupp, Barclays, Deutsche Bank, Evonik, Lanxess, Wacker Chemie, K+S, Nvidia, JPMorgan Global Equity Plus (ISIN: LU3351089811). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
(0:00) About the Boardroom Governance Summit (Aug 26-27, 2026) (0:55) Intro (2:37) About the podcast sponsor: The American College of Governance Counsel. (3:24) Start of interview. (4:23) Origin story Mayree Clark (6:08) Origin story Linda Riefler (8:23) About their Leading-Edge Stewardship framework and personal road-map. (11:38) Teamwork and Long-Term Value Creation (16:03) On board diversity and pace of change (19:02) Boards in distress: Mayree joining Ally Financial in financial crisis (2009) (21:39) MSCI Culture and CEO Relations (26:02) Tough calls on CEO transitions (example of CSX CEO transition) (32:39) Private Equity Board Lessons (flexibility on decision-making and talent pools) (36:22) Handling under-performing directors (43:11) German Governance Across Borders (Mayree's experience serving on Deutsche Bank's board) (48:06) Purpose, Adversity, and Stewardship (50:42) What are the 1-3 books that have greatly influenced your life: Mayree: Self Renewal : The Individual and the Innovative Society, by John Gardner (1963) Linda: A Brief History of Everything, by Ken Wilber (2017) How the Word is Passed, by Clint Smith (2021) The Spark Within, by Michael Neal (coach) (53:36) Who were their mentors, and what they learned from them. (56:37) An unusual habit or an absurd thing that they love. (1:00:16) The living person they most admire. Mayree Clark is a longtime corporate director, founder and Managing Partner of Eachwin Capital, and former senior executive at Morgan Stanley. She currently serves on the boards of Ally Financial and Deutsche Bank AG. Linda Riefler is an experienced corporate director and former senior executive at Morgan Stanley. She currently serves on the boards of CSX Corporation, MSCI Inc., and North American Partners in Anesthesia, and is chair of Pencils of Promise. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
Le esportazioni della Cina hanno raggiunto a giugno il valore record di 412,39 miliardi di dollari, con una crescita del 27% rispetto allo stesso mese del 2025. Lo riferiscono i dati diffusi dall Amministrazione generale delle Dogane. L aumento è nettamente superiore alle attese degli analisti, che prevedevano un incremento del 18,2%, e rappresenta l espansione più sostenuta da febbraio. Nei primi sei mesi dell anno le esportazioni cinesi hanno raggiunto complessivamente 2.120 miliardi di dollari, in crescita del 17,6% rispetto allo stesso periodo del 2025. La Cina ha registrato anche un surplus commerciale record di 125,62 miliardi di dollari, in aumento rispetto ai 113,89 miliardi dello stesso mese del 2025 e anche in questo caso oltre le attese degli analisti, ferme a 121 miliardi. Lo rendono noto i dati diffusi oggi dall Amministrazione generale delle Dogane. Sempre secondo i dati ufficiali dell Amministrazione generale delle dogane, il mese scorso le esportazioni cinesi verso gli Stati Uniti sono aumentate del 13,9% su base annua. Le esportazioni verso gli Usa hanno raggiunto i 43,5 miliardi di dollari, portando il surplus commerciale della Cina con gli Stati Uniti a 28,9 miliardi di dollari. Ne abbiamo parlato con Giuliano Noci, Prorettore del Polo territoriale cinese del Politecnico di Milano. Dal 2011 è dell'Ateneo milanese.Trump su Hormuz: «Vogliamo rimborsi»Il presidente ha anche annunciato che gli Stati Uniti introdurranno un pedaggio del 20% sulle navi cargo che passeranno dallo Stretto, come compensazione per il ruolo americano di garante della sicurezza nell'area. Secondo Trump, Hormuz "è aperto e resterà aperto, con o senza l'Iran" e Washington manterrà operativa la rotta come un "Guardiano dello Stretto". Va ricordato che non esistevano problemi di sicurezza a Hormuz prima che gli Stati Uniti attaccassero l Iran, senza capire che il regime di Teheran avrebbe reagito bloccando lo Stretto. Da allora sono passati oltre cinque mesi e l amministrazione Trump si è rivelata incapace di allentare la presa di Teheran su quel braccio di mare strategico per il petrolio: il Pentagono avrebbe i mezzi, ovvio; ma solo con un operazione navale e di terra così rischiosa, in termini di vite di soldati americani, che la Casa Bianca non osa. Di conseguenza, l Iran capisce che può usare il controllo e possibili pedaggi sul transito da Hormuz come leva per imporre il suo predominio sull area. Del resto l amministrazione americana stessa ha accettato una formula ambigua, nel Memorandum d intesa con Teheran in giugno, che non chiude a questa possibilità. Approfondiamo il tema con Stefano Zunarelli, docente di diritto della navigazione presso l Università di Bologna e titolare dello Studio Legale Zunarelli, studio specializzato da oltre 30 anni in diritto della navigazione, dei trasporti e commerciale.Euro digitale: Bce seleziona 36 provider per progetto pilota, otto italianiLa Banca centrale europea ha selezionato 36 banche e payment service provider per il progetto pilota dell euro digitale che partirà nella seconda metà del 2027 e durerà 12 mesi. Lo comunica la Bce in una nota. Fra i partecipanti ci sono otto società italiane: Banca Monte dei Paschi di Siena, Banca Sella, Isybank, Nexi Payments, Numia, Poste Italiane, UniCredit e Satispay (quest ultima ha fatto domanda in Lussemburgo mentre le altre sette in Italia e verranno seguite con la collaborazione della Banca d Italia. I provider sono stati selezionati fra oltre 50 candidature. Tra i gruppi europei sono presenti anche Worldline, Adyen, SumUp e istituti come Deutsche Bank e Revolut. «L obiettivo del progetto pilota - spiega la Bce - è supportare i lavori preparatori in corso per la possibile emissione di un euro digitale». Ne parliamo con Valeria Portale, Direttrice dell'Osservatorio Blockchain & Web3 del Politecnico di Milano.
In this episode, we kick things off with a major escalation in the Middle East that's sending shockwaves through global energy markets and ocean shipping. Iran on Saturday attacked a feeder container ship transiting the Strait of Hormuz, setting the seven-thousand-TEU GFS Galaxy ablaze and forcing the crew to abandon ship. Iran over the weekend declared the strait closed to vessel traffic and expanded missile and drone attacks across the region, pushing Brent crude up about twelve percent, European natural gas up nearly seventy percent, and U.S. gasoline futures up roughly ten percent since late last week. Next, we explore the automotive sector where Toyota is making a massive three-point-six-billion-dollar bet on Texas manufacturing with a stunning expansion in San Antonio. The Japanese automaker is shifting production of its popular Tacoma pickup from Baja California, Mexico, to San Antonio as part of an investment that will double the size of its Texas manufacturing campus and create two thousand new jobs over the next four years. Finally, we break down how Wall Street is raising the bar for trucking carriers heading into second-quarter earnings season. Deutsche Bank analyst Richa Harnain is forecasting mainly beats across her transportation coverage, with less-than-truckload carriers leading the charge. She expects median earnings-per-share growth of fifteen percent year-over-year for the second quarter and twenty-one percent for the third quarter, marking a meaningful improvement from the three percent increase the group recorded in the first quarter. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we kick things off with a major escalation in the Middle East that's sending shockwaves through global energy markets and ocean shipping. Iran on Saturday attacked a feeder container ship transiting the Strait of Hormuz, setting the seven-thousand-TEU GFS Galaxy ablaze and forcing the crew to abandon ship. Iran over the weekend declared the strait closed to vessel traffic and expanded missile and drone attacks across the region, pushing Brent crude up about twelve percent, European natural gas up nearly seventy percent, and U.S. gasoline futures up roughly ten percent since late last week. Next, we explore the automotive sector where Toyota is making a massive three-point-six-billion-dollar bet on Texas manufacturing with a stunning expansion in San Antonio. The Japanese automaker is shifting production of its popular Tacoma pickup from Baja California, Mexico, to San Antonio as part of an investment that will double the size of its Texas manufacturing campus and create two thousand new jobs over the next four years. Finally, we break down how Wall Street is raising the bar for trucking carriers heading into second-quarter earnings season. Deutsche Bank analyst Richa Harnain is forecasting mainly beats across her transportation coverage, with less-than-truckload carriers leading the charge. She expects median earnings-per-share growth of fifteen percent year-over-year for the second quarter and twenty-one percent for the third quarter, marking a meaningful improvement from the three percent increase the group recorded in the first quarter. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
AkzoNobel, Stellantis y Deutsche Bank, bajo la lupa de Xavier Brun, responsable de renta variable de Trea AM.
Congress has treated the Epstein money trail like a side corridor instead of the main road, and that is the core failure. There have been moves in the right direction — House Oversight sought suspicious activity reports from Treasury, Democrats pushed for subpoenas to major financial institutions, and Chairman James Comer later subpoenaed JPMorgan and Deutsche Bank for Epstein-related financial records — but the pace and posture have never matched the scale of what the money could reveal. Epstein's operation was not just private jets, mansions, phone books, and social access; it was banking access, wire transfers, shell structures, settlement money, tax maneuvers, professional-services payments, suspicious activity flags, and elite institutional tolerance. JPMorgan already settled a survivor lawsuit for $290 million, Deutsche Bank was previously fined over its Epstein failures, and Leon Black's payments to Epstein have remained one of the most glaring unresolved financial questions around the case. Yet Congress has too often preferred the safer theater of testimony, document dumps, political name-checking, and public outrage instead of building a relentless financial map of who paid Epstein, who was paid by Epstein, who moved the money, who ignored the red flags, and who benefited from the silence.That avoidance matters because the money trail is where the cover story starts to collapse. Flight logs tell you who was around him, calendars tell you who had access to him, but financial records tell you who enabled him, who profited from him, who kept him liquid, who looked the other way, and who may have had a direct stake in keeping the full story buried. Congress has shown bursts of interest, including pressure around Leon Black and subpoenas after reports that he resisted questions tied to nondisclosure agreements, but the overall approach has still lacked the kind of prosecutorial ferocity the case demands. A serious investigation would not merely ask banks and billionaires polite questions; it would follow every suspicious activity report, every post-conviction transaction, every professional-services payment, every unexplained fee, every Epstein-linked entity, and every institution that decided his money was clean enough to touch. Instead, the financial side has been allowed to sit behind the spectacle, as if the public should be satisfied with hearings and headlines while the machinery that made Epstein possible remains only partially exposed. And until Congress chases that machinery with real hunger, the Epstein investigation will remain incomplete by design.to contact me:bobbycapucci@protonmail.com
Congress has treated the Epstein money trail like a side corridor instead of the main road, and that is the core failure. There have been moves in the right direction — House Oversight sought suspicious activity reports from Treasury, Democrats pushed for subpoenas to major financial institutions, and Chairman James Comer later subpoenaed JPMorgan and Deutsche Bank for Epstein-related financial records — but the pace and posture have never matched the scale of what the money could reveal. Epstein's operation was not just private jets, mansions, phone books, and social access; it was banking access, wire transfers, shell structures, settlement money, tax maneuvers, professional-services payments, suspicious activity flags, and elite institutional tolerance. JPMorgan already settled a survivor lawsuit for $290 million, Deutsche Bank was previously fined over its Epstein failures, and Leon Black's payments to Epstein have remained one of the most glaring unresolved financial questions around the case. Yet Congress has too often preferred the safer theater of testimony, document dumps, political name-checking, and public outrage instead of building a relentless financial map of who paid Epstein, who was paid by Epstein, who moved the money, who ignored the red flags, and who benefited from the silence.That avoidance matters because the money trail is where the cover story starts to collapse. Flight logs tell you who was around him, calendars tell you who had access to him, but financial records tell you who enabled him, who profited from him, who kept him liquid, who looked the other way, and who may have had a direct stake in keeping the full story buried. Congress has shown bursts of interest, including pressure around Leon Black and subpoenas after reports that he resisted questions tied to nondisclosure agreements, but the overall approach has still lacked the kind of prosecutorial ferocity the case demands. A serious investigation would not merely ask banks and billionaires polite questions; it would follow every suspicious activity report, every post-conviction transaction, every professional-services payment, every unexplained fee, every Epstein-linked entity, and every institution that decided his money was clean enough to touch. Instead, the financial side has been allowed to sit behind the spectacle, as if the public should be satisfied with hearings and headlines while the machinery that made Epstein possible remains only partially exposed. And until Congress chases that machinery with real hunger, the Epstein investigation will remain incomplete by design.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.
Some of the most powerful figures and institutions on Wall Street treated Jeffrey Epstein's criminal history as a manageable reputational problem rather than a reason to cut him off. JPMorgan Chase kept Epstein as a client until 2013, five years after he pleaded guilty to soliciting prostitution from a minor, while he continued moving large sums of money, withdrawing substantial amounts of cash and maintaining relationships with senior bankers. Evidence disclosed through litigation showed that employees and executives were aware of his status as a sex offender and repeatedly encountered warning signs surrounding his accounts, yet the bank continued serving him while Epstein introduced wealthy prospects and cultivated his relationship with executive Jes Staley. JPMorgan later agreed to pay $290 million to settle claims brought on behalf of Epstein's survivors and another $75 million to resolve the U.S. Virgin Islands' allegations that the bank had enabled and financially benefited from his trafficking operation, without admitting liability.When JPMorgan finally dropped Epstein, Deutsche Bank accepted him as a client despite his conviction, sex-offender registration and widely reported history. New York regulators later found that the bank failed to properly monitor millions of dollars in suspicious transactions, including payments to women, cash withdrawals and legal expenses connected to alleged co-conspirators, resulting in a $150 million penalty. Wealthy financiers also continued dealing personally with Epstein long after his conviction. Apollo co-founder Leon Black paid Epstein approximately $158 million for tax and estate-planning advice between 2012 and 2017, demonstrating how Epstein remained financially valuable and socially acceptable within elite circles even after his crimes were public knowledge. The pattern was not simply one of people failing to notice what Epstein was. Banks, executives and billionaires repeatedly encountered information that should have ended the relationships, but continued them because Epstein generated fees, offered access to wealthy clients and occupied a protected position inside the financial establishment.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.
Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has been involved in macroeconomic analysis at research institutions and financial institutions for the past 30 years. He is known to be one of the leading Japan economists with unique insights on structural issues. Over the years, he has been highly ranked in numerous surveys, including the Institutional Investor survey. In this podcast, we discuss: The "Inconvenient Mix" of Inflation Japan's Real Neutral Interest Rate The Case for Nominal GDP Targeting Consumption Tax: Regressive Relief? Wage Growth Divergence The Working Hours Trap Fiscal Dominance and Vulnerability The Enigma of Yen Weakness Work-from-Home and Birth Rates Erosion of the US Dollar's Premium The AI/Semiconductor "Vertical Jump" US vs. Japan: Labour Participation Trends
Congress has treated the Epstein money trail like a side corridor instead of the main road, and that is the core failure. There have been moves in the right direction — House Oversight sought suspicious activity reports from Treasury, Democrats pushed for subpoenas to major financial institutions, and Chairman James Comer later subpoenaed JPMorgan and Deutsche Bank for Epstein-related financial records — but the pace and posture have never matched the scale of what the money could reveal. Epstein's operation was not just private jets, mansions, phone books, and social access; it was banking access, wire transfers, shell structures, settlement money, tax maneuvers, professional-services payments, suspicious activity flags, and elite institutional tolerance. JPMorgan already settled a survivor lawsuit for $290 million, Deutsche Bank was previously fined over its Epstein failures, and Leon Black's payments to Epstein have remained one of the most glaring unresolved financial questions around the case. Yet Congress has too often preferred the safer theater of testimony, document dumps, political name-checking, and public outrage instead of building a relentless financial map of who paid Epstein, who was paid by Epstein, who moved the money, who ignored the red flags, and who benefited from the silence.That avoidance matters because the money trail is where the cover story starts to collapse. Flight logs tell you who was around him, calendars tell you who had access to him, but financial records tell you who enabled him, who profited from him, who kept him liquid, who looked the other way, and who may have had a direct stake in keeping the full story buried. Congress has shown bursts of interest, including pressure around Leon Black and subpoenas after reports that he resisted questions tied to nondisclosure agreements, but the overall approach has still lacked the kind of prosecutorial ferocity the case demands. A serious investigation would not merely ask banks and billionaires polite questions; it would follow every suspicious activity report, every post-conviction transaction, every professional-services payment, every unexplained fee, every Epstein-linked entity, and every institution that decided his money was clean enough to touch. Instead, the financial side has been allowed to sit behind the spectacle, as if the public should be satisfied with hearings and headlines while the machinery that made Epstein possible remains only partially exposed. And until Congress chases that machinery with real hunger, the Epstein investigation will remain incomplete by design.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über ein Allzeithoch bei Apple, Zuckerbergs Cloud-Wette und deutliche Aufrüstung bei Deutz. Außerdem geht es um Apple, Meta, Arm, Micron Technology, Applied Materials, SanDisk, Lumentum, Tesla, Amazon, Microsoft, Nvidia, Alphabet, SK Hynix, Schott Pharma, Siltronic, AstraZeneca, PepsiCo, BMW, TSMC, Delta Air Lines, XPeng, Horizon Robotics, Gotion High-Tech, Stellantis, Renault, Ford, Hyundai Motor, Porsche AG, Traton, Deutsche Bank, Bank of America, BlackRock, Visa. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Öl-Schock, Zinsangst, Nvidias wundersames KI-Comeback, den Baggy-Jeans-Boom und die 47-Prozent-Wette auf die Commerzbank. Außerdem geht es um Broadcom, Nvidia, Apple, SK Hynix, SpaceX, Monster Beverage, Levi Strauss & Co., Gap, American Eagle Outfitters, Hapag-Lloyd, Deutsche Lufthansa, Mercedes-Benz Group, SAP, Heidelberg Materials, Deutsche Bank, Commerzbank, UniCredit, Volkswagen, PepsiCo, Südzucker, Barry Callebaut, BlackRock, State Street, Microsoft, Allianz, DWS Group, Nasdaq, AXA, Zurich Insurance Group, Generali Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
HEADLINES:• Oil Prices Rise As Fresh US Strikes On Iran Raise Strait Of Hormuz Fears • Deutsche Bank Secures Saudi Regional HQ Licence To Expand Riyadh Presence • Saudi Arabia's $7 Billion Gaming Bet Takes Center Stage As Esports World Cup Begins Newsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY
العناوين:• أسعار النفط ترتفع مع تجدد الضربات الأمريكية على إيران وتصاعد المخاوف بشأن مضيق هرمز• Deutsche Bank يحصل على ترخيص المقر الإقليمي في السعودية لتعزيز حضوره في الرياض• استثمار السعودية بقيمة 7 مليارات دولار في قطاع الألعاب يتصدر المشهد مع انطلاق Esports World Cup
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über die Samsung-Enttäuschung, neue Scharmützel im Nahen Osten und ein Rekordhoch bei Coca Cola. Außerdem geht es um Samsung Electronics, SK Hynix, Micron Technology, Intel, Infineon, Süss MicroTec, Siemens Energy, Barclays, Nvidia, Eli Lilly, Johnson & Johnson, Coca-Cola, Viking Therapeutics, Beiersdorf, Fresenius Medical Care, Deutsche Börse, Henkel, UniCredit, Commerzbank, Apple, TKMS, Hanwha Ocean, SpaceX, Morgan Stanley, Goldman Sachs, JPMorgan Chase, Deutsche Bank, UBS, Citigroup, Nasdaq, Raymond James Financial, Alphabet. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
The Miami Herald reports that Jeffrey Epstein's obscure U.S. Virgin Islands offshore bank, Southern Country International, suddenly became active in 2019 after years of dormancy, moving tens of millions of dollars shortly before and after his arrest and death. The bank reportedly had no employees, held under $500,000 for years, and then processed more than $20 million between April and early July 2019. After Epstein died in federal custody on August 10, 2019, another $25 million moved through the bank, including funds from unknown sources. Investigators later examined a $15 million transfer from Epstein's Deutsche Bank account to Southern Country the day after his death, but the FBI closed the wire-fraud probe four years later without publicly explaining why.The story also lays out how Epstein obtained the offshore banking license in the first place, despite being a registered sex offender, and how Virgin Islands officials gave the bank unusual treatment, including waiving a requirement that it employ at least three people. The Herald notes that the bank may have been used in ways that violated territorial rules, because Southern Country was supposed to do business only with non-Virgin Islands people or companies, yet large transfers involved Epstein's Southern Trust Company, which was based in the territory. Compliance officers at traditional banks later flagged suspicious activity, with TD Bank reportedly saying some account funding appeared designed to disguise Epstein as the source of the money. The result is another unanswered Epstein money trail: a bank created in a friendly offshore jurisdiction, largely dormant for years, suddenly moving huge sums around the exact moment the walls were closing in.to contact me:bobbycapucci@protonmail.comsource:Questions surround Epstein's USVI offshore bank activity | Miami Herald
In this episode of Alternative Allocations, host Tony Davidow sits down with Anant Kumar from Benefit Street Partners to cut through the noise and misconceptions surrounding the private credit market. They explore the nuanced impact of artificial intelligence on the software sector, discussing how proprietary data and "systems of record" can protect companies from disruption while creating unique alpha opportunities for savvy investors. The conversation also tackles the evolution of fund structures, emphasizing the importance of educating investors on these vehicles and the true nature of underlying illiquid investments. Anant also highlights why a multi-asset approach and strong underwriting are essential for navigating today's market dispersion and avoiding losses. Anant Kumar Anant Kumar is a Managing Director, Global Investment Strategist, Head of US Credit Research, and Portfolio Manager with Benefit Street Partners and is based in their West Palm Beach office. Prior to joining BSP in 2015, Mr. Kumar was in the capital markets advisory group at Lazard Freres. Before that, he was in the leveraged finance group at Deutsche Bank. Mr. Kumar received a Master of Business Administration from the University of Chicago, a Master of Science from Stanford University, and a Bachelor of Engineering from Visvesvaraya Technological University in India. Resources: Public insights on private credit: Only one of private credit's "four horsemen" is realSoftware-as-a-Service selloff and the implications for private marketsCost of being too liquidAnant Kumar | LinkedInFranklin Templeton Private MarketsBenefit Street PartnersTony Davidow, CIMA® | LinkedIn
The "Call to Action" announced during the alliance's first Defense Industry Forum alongside its summit in Ankara urges commercial financial institutions to increase lending and equity investments in military and security production. Major financial institutions, including Barclays, Citi, and Deutsche Bank, are participating in the framework.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über die Trump-Glocke, galaktische Zahlen von Samsung und einen Mega-Auftrag für TKMS. Außerdem geht es um Broadcom, Apple, Western Digital, Seagate Technology, Micron Technology, Tesla, SpaceX, Palantir, Invesco EQQQ Nasdaq 100 (WKN: 801498), Microsoft, SK Hynix, HSBC, Bank of America, Berkshire Hathaway, easyJet, Lufthansa, TKMS, Lockheed Martin, Shell, Rheinmetall, Nvidia, Siemens Energy, DroneShield, Novo Nordisk, Renk, Deutsche Bank, flatexDEGIRO, ING, XTB, SAP, Infineon, Amazon, Alphabet, National Grid, AstraZeneca, Haleon, Saint-Gobain, Richemont, DWS, Nestlé, Morgan Stanley, Spotify, Universal Music Group, Meta Platforms. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
The Miami Herald reports that Jeffrey Epstein's obscure U.S. Virgin Islands offshore bank, Southern Country International, suddenly became active in 2019 after years of dormancy, moving tens of millions of dollars shortly before and after his arrest and death. The bank reportedly had no employees, held under $500,000 for years, and then processed more than $20 million between April and early July 2019. After Epstein died in federal custody on August 10, 2019, another $25 million moved through the bank, including funds from unknown sources. Investigators later examined a $15 million transfer from Epstein's Deutsche Bank account to Southern Country the day after his death, but the FBI closed the wire-fraud probe four years later without publicly explaining why.The story also lays out how Epstein obtained the offshore banking license in the first place, despite being a registered sex offender, and how Virgin Islands officials gave the bank unusual treatment, including waiving a requirement that it employ at least three people. The Herald notes that the bank may have been used in ways that violated territorial rules, because Southern Country was supposed to do business only with non-Virgin Islands people or companies, yet large transfers involved Epstein's Southern Trust Company, which was based in the territory. Compliance officers at traditional banks later flagged suspicious activity, with TD Bank reportedly saying some account funding appeared designed to disguise Epstein as the source of the money. The result is another unanswered Epstein money trail: a bank created in a friendly offshore jurisdiction, largely dormant for years, suddenly moving huge sums around the exact moment the walls were closing in.to contact me:bobbycapucci@protonmail.comsource:Questions surround Epstein's USVI offshore bank activity | Miami HeraldBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.
Subpoenaed records have now begun arriving for New Mexico's Epstein Truth Commission, marking the point where the investigation moves from public promises and subpoena announcements into actual document review. The commission was created to investigate Jeffrey Epstein's activities at Zorro Ranch near Stanley, New Mexico, and to examine the institutional failures that allowed alleged abuse and trafficking connected to the ranch to go unanswered for decades. The commission has subpoena power, a $2 million budget, and a mandate to look at law enforcement inaction, financial ties, government records, and who may have known about or enabled Epstein's conduct in New Mexico.The records being sought include material from state agencies, law enforcement, financial institutions, Epstein-linked entities, and organizations with ties to him, including the Santa Fe Institute. Earlier subpoena batches targeted records involving Zorro Ranch, Epstein's estate, the FBI, DOJ, U.S. Attorney's offices, Deutsche Bank, JPMorgan Chase, New Mexico agencies, the governor's office, the State Land Office, the Santa Fe County Sheriff's Office, and others. The significance is that this could finally force a paper trail into the open: real estate records, police reports, investigative files, correspondence, donations, financial transactions, and communications tied to Epstein and Ghislaine Maxwell. For survivors, the key question is still whether this commission will expose why New Mexico was treated like an afterthought for so long, despite years of allegations surrounding Zorro Ranch.to contact me:bobbycapucci@protonmail.comsource:Subpoenaed materials start flowing to Epstein 'truth commission' | Local News | santafenewmexican.com
Denise George tried to attack Jeffrey Epstein's operation through the money trail, not just the sex-abuse allegations, by using the U.S. Virgin Islands' civil enforcement power to subpoena banks and financial institutions that handled Epstein's accounts, entities, trusts, charities, and shell companies. Her office sought records from major institutions including JPMorgan Chase, Deutsche Bank, Citibank, and others, looking for account records, transaction details, communications, cash movements, and the financial architecture around Epstein's estate and business entities. George later sued JPMorgan, accusing the bank of helping Epstein finance and conceal his trafficking operation, and her office had already reached a settlement of more than $105 million with Epstein's estate and related defendants. In other words, she was trying to prove that Epstein's crimes were not just enabled by recruiters and household staff, but by banks, lawyers, accountants, and institutions that moved the money and ignored the warning signs.A separate financial trail later raised similar questions around Ghislaine Maxwell. Reuters reported in 2026 that UBS helped move money connected to Maxwell before her arrest, including funds that ultimately helped purchase her secluded New Hampshire hideout, even after UBS had received a grand jury subpoena seeking information about her financial dealings in a child-sex-trafficking investigation. UBS had told Maxwell it would close her accounts, but documents showed millions still moved through the system before the shutdown was complete. That is what makes the institutional side of the Epstein story so damning: while George was trying to force major banks to explain how Epstein's money flowed for years, other institutions were still handling Maxwell-linked money in the aftermath, showing once again how elite clients could remain bankable long after the red flags should have been impossible to miss.to contact me:bobbycapucci@protonmail.com
Subpoenaed records have now begun arriving for New Mexico's Epstein Truth Commission, marking the point where the investigation moves from public promises and subpoena announcements into actual document review. The commission was created to investigate Jeffrey Epstein's activities at Zorro Ranch near Stanley, New Mexico, and to examine the institutional failures that allowed alleged abuse and trafficking connected to the ranch to go unanswered for decades. The commission has subpoena power, a $2 million budget, and a mandate to look at law enforcement inaction, financial ties, government records, and who may have known about or enabled Epstein's conduct in New Mexico.The records being sought include material from state agencies, law enforcement, financial institutions, Epstein-linked entities, and organizations with ties to him, including the Santa Fe Institute. Earlier subpoena batches targeted records involving Zorro Ranch, Epstein's estate, the FBI, DOJ, U.S. Attorney's offices, Deutsche Bank, JPMorgan Chase, New Mexico agencies, the governor's office, the State Land Office, the Santa Fe County Sheriff's Office, and others. The significance is that this could finally force a paper trail into the open: real estate records, police reports, investigative files, correspondence, donations, financial transactions, and communications tied to Epstein and Ghislaine Maxwell. For survivors, the key question is still whether this commission will expose why New Mexico was treated like an afterthought for so long, despite years of allegations surrounding Zorro Ranch.to contact me:bobbycapucci@protonmail.comsource:Subpoenaed materials start flowing to Epstein 'truth commission' | Local News | santafenewmexican.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.
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