Podcasts about Dutta

RenMac talks government bonds, the divergence in the $ and rates, the global repudiation of government debt, and the implications, Bitcoin's new high, Trump's tax bill, and the importance of momentum from this point forward.  

RenMac double-clicks on bond market's message, GOP reconciliation, deGraaf's Thrust and implications, Gold's seasonality, energy implications and Knicks vs Celtics

In this episode, Sonia Dutta sits down with acclaimed actor Nawazuddin Siddiqui to dive into his gripping new film Costao, now streaming on Zee5 Global. Based on the real-life hero Costao Fernandes—a Goa customs officer who risked it all to expose a massive gold smuggling racket—Costao tells a story of courage, sacrifice, and justice and our resident Love Guru gets flirty at eight-thirty. The UK's number one commercial Asian station brings you a medley of stories, interviews, opinions and chat on matters we are passionate about - Bollywood, music, politics, books and more. Many of your favourite presenters from the radio, are here to entertain you in a podcast. Listen to Sunrise Radio on 963/972 am | DAB |  Sunrise Radio App | Sunriseradio.com | Smart Speakers 

RenMac dives into the latest on tariffs, Powell's position, the RenMac Retest Rule, Communion suggestions for the new Pope, how the markets and the economy are similar but different, and the definition of a Knickerbocker

RenMac unpacks the latest employment report, the discrepancy between soft and hard data, the importance of considering “what can go right vs wrong” when bearish sentiment is at an extreme, the potential for thawing trade negotiations, the lack of escape velocity in this market but why we're not pulling the plug on our tactical call, this week's mail bag, and Jeff's long-shot Derby play.

Over three thousand years ago, yogis knew what scientists are discovering today: The mind has the power to destroy us or to propel us to greater peace, vitality, and freedom.  Yet yoga's profound teachings on the mind and consciousness are often overlooked in contemporary practices, which tend to focus primarily on physical postures and breathwork. Today, my guest, Reema Dutta, will share these timeless teachings with us, emphasizing the practices and principles we can adopt to enhance our lives. Reema Datta is the founder of the Yogi's Way, a holistic method that integrates movement, breathing, and consciousness practices with a focus on emotional well-being. She is certified to teach Ashtanga yoga and Tibetan heart yoga and is an Ayurvedic therapist. Since 2002, she has taught yoga training and retreats in over twenty countries across five continents. Her students include Sting, Paul Simon, Edie Brickell, Zainab Salbi, Sujatha Baliga, and thousands of other practitioners globally. In this interview, Reema offers lessons and practices rooted in yogic wisdom, cutting-edge science, and the realities of modern life. These can empower us to break free from our minds' destructive tendencies and experience lasting peace.

RenMac discusses Trump backing off on Powell's firing, why a slower growth environment could mean a more consensus Fed pick, the latest in trade negotiations, what areas to watch to see how survey-data and hard-data reconcile, what tactical indicators we use to see where the bond market is headed, and a preview of next week's employment data.

Need some support on your fitness journey? We review two apps that offer free workouts, progress tracking, and community. Click play to learn more!   Body by Blogilates on the App Store: https://apps.apple.com/us/app/body-by-blogilates/id1520242025 Body by Blogilates on Google Store: https://play.google.com/store/apps/details?id=com.blogilates.body&hl=en_US FitOn App: https://fitonapp.com/   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Apps for Cyber Security: https://lnk.to/asga80 Diversify Your Insurance Portfolio & Reap Real Rewards: https://lnk.to/asg651 How to Better Market Yourself: https://ritterim.com/blog/how-to-better-market-yourself/ How Medicare Helps Your Clients Stay Healthy: https://ritterim.com/blog/how-medicare-helps-your-clients-stay-healthy/ How to Create a Healthy Balance Between Work and Life: https://lnk.to/asg643   References: “#1 Free Fitness App, Stop Paying for Home Workouts.” FitOn, https://fitonapp.com/. Accessed 19 Mar. 2025. Jones, Autumn. “9 Workout Motivation Tips That Keep You Accountable | Planet Fitness.” Planet Fitness, https://www.planetfitness.com/community/articles/9-workout-motivation-tips-keep-you-accountable. Accessed 19 Mar. 2025. Warren, Homa. “Benefits of Exercise Classes and Groups.” Baylor College of Medicine Blog Network, 15 Feb. 2024, https://blogs.bcm.edu/2024/02/13/benefits-of-exercise-classes-and-groups/. “Body by Blogilates.” App Store, https://apps.apple.com/us/app/body-by-blogilates/id1520242025. “Blogilates - Apps on Google Play.” Google, https://play.google.com/store/apps/details?id=com.blogilates.body&hl=en_US. Accessed 19 Mar. 2025. Taylor, Ian. “Group Workouts Can Make You Fitter – If You Do It Right.” BBC Science Focus Magazine, 22 Aug. 2023, https://www.sciencefocus.com/comment/group-workouts-fitter. Dutta, Tania. “Is Working out in a Group Better for You? Science May Say Yes!” Zeel, 5 Oct. 2024, https://www.zeel.com/blog/fitness-training/is-working-out-in-a-group-better-for-you-science-may-say-yes/.   Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

RenMac discusses the importance of the Fed's independence, the likely options, the dark-cross in the Mag-7 and the implications historically for alpha generation, the latest on trade, the cards other countries may be able to play against the U.S. and why the dollar is an important window into the soul of a nation, plus a special Good Friday Mail-bag.

In this episode, we speak with Taiwo Afuape and Sumita Dutta, Co-Directors of the Institute of Family Therapy in London, to explore the rich history and bold new direction of one of the UK's leading centres for systemic practice. Together, we reflect on IFT's legacy, its role in shaping generations of family therapists, and how its current leadership is reimagining training and practice through a lens of social justice, inclusivity, and innovation. This is a conversation about change, continuity, and the power of collective vision.https://ift.org.uk/

In this episode of Native Circles, Dr. Farina King, co-editor of COVID-19 in Indian Country, talks with co-authors Dr. Amoneeta Beckstein and Dr. Tapati Dutta about their chapter, exploring the lived experiences of eight Native American college students during the pandemic. Drawing from semi-structured interviews, the chapter centers the students' voices as they navigate the challenges of COVID-19—illuminating themes of historical trauma, mental health struggles, and educational disruptions rooted in colonial legacies. Yet, amid these hardships, stories of resilience or "reziliency," cultural strength, and community support arise. In this conversation, the authors reflect on their perspectives as researchers and underscore the students' expressions of survivance, collectivistic coping, and cultural healing.Dr. Beckstein is an Assistant Professor of Psychology at Fort Lewis College whose work focuses on multicultural counseling, mindfulness, and decolonizing psychology to promote healing for BIPOC and Indigenous communities. He previously directed the Counseling Center at Webster University Thailand and brings a creative approach to mental health, including poetry and advocacy. Dr. Dutta is an Assistant Professor of Public Health at Fort Lewis College with over 25 years of experience in global health, focusing on health disparities and community-based interventions for marginalized populations. She is a Master Certified Health Education Specialist and a TEDx speaker recognized for her work in HIV prevention and compassionate public health education.Resources:Amoneeta Beckstein and Tapati Dutta, "Lived Experiences of Native American College Students During the COVID-19 Pandemic," in COVID-19 in Indian Country: Native American Memories and Experiences of the Pandemic, eds. Farina King and Wade Davies (Palgrave Macmillan, 2024), 121-143.Amoneeta Beckstein professional profile website; and Amoneeta's ResearchgateTEDx Talk "Life Lessons via Cannibals, Sex Workers & Marginalized People," TEDx Indianapolis Women.Undergraduate Research Talk "The Radical Potential of Community Research by Tapati Dutta." "Translation and assessment of encultured meaning of the Multi-Dimensional Scale of Perceived Social Support in Diné bizaad (Navajo) using community-based participatory action research methods.""Students' COVID-19 vaccine behaviors, intentions, and beliefs at a US Native American-Serving Nontribal Institution (NASNTI).""College leadership decisions and experiences during the COVID-19 pandemic: an elite interview study."Spotlight on COVID-19: An Interview with Dr. Tapati Dutta, MCHES®, by the National Commission for Health Education Credentialing Evolution of storytelling pedagogy in global health course at a U.S. Native American-Serving Nontribal Institution from Fall 2019 to Spring 2023 Fort Lewis College's Virtual International Internships

The MegaSales of the big retailers represent both risk and opportunity, and the size of both are constantly changing. Today's guest, Sunava Dutta, Chief Product Officer at Pacvue, brings a ton of insights around overall strategic organizational and process best practices and a dive into the data and what it portends for this season of the Prime Days and the Walmarts Deals. It involves all the rooms of your house and a lot of math.

RenMac walks through the turmoil in bonds, China's alternatives to creating negotiation leverage, deleveraging vs system risk, increasing recession outlook, tariff miscalculation, rising correlations, and the implications of the 10th best single day on the S&P in 100-years.

1. Celldweller: Battlecry 2. Celldweller: Against The Tide (Gydra rmx) 3. Fatloaf ft. Subminderz & Malstrom: Fancy 4. Synergy: Mirage 5. Synergy: Ego 6. Punchman: K700 7. Punchman: Magadan ft. Joy Mobility 8. MС Spyda & Topcat: Tarantula (Joy Mobility bootleg) 9. Baker & Infrared: Knight Bus 10. Degs & Hologram ft. Ragga Twins: Hang Up The Mic 11. Askel & Elere: Get Up 12. Topcat: Gallist (Serum rmx) 13. Insightz: Clean Slate 14. Ly Da Buddah ft. Mystic Dan: Bass For My Shisha Tomoyoshi Remix 15. Insightz: Programmed 16. Benny Page & MC Spyda: Serious Time 17. T.R.A.C. ft. Submorphics: Life In Motion (Carlito & Addiction rmx) 18. Insightz: Nothing But Trouble 19. Joy Mobility: Smashing Floor 20. Merciless: Mavis (DJ Nay bootleg) 21. Baker: Trapped 22. Joy Mobility: Heavy Train 23. Basstripper: Ghosting Your Love 24. Joy Mobility: Life Time 25. Nick The Lot: Consume Me 26. Banzai: Step Aside 27. Inja & Z360: Smile & Wave 28. Dutta ft. T>I: Open Trap 29. Aitch & Bou: Raving In The Studio 30. Bou: Twisted 31. Koherent ft. Collette Warren: Red Lipstick 32. Jfal: Patrolling The Suburbs 33. Beyonce: Crazy In Love (Pola & Bryson rmx) 34. Dutta: Damage 35. Benny Page & MC Spyda: Walk Like A Junglist 36. Stompz: Bendy Bus 37. Upgrade: Lycra Lout 38. Rumble & Suku Ward: Printa (Zoro rmx) 39. Joy Mobility: UFO 40. T.R.A.C. & Level 2 ft. Christina Tamay: Invisible Sounds (Random Movement rmx) 41. Serum: Hit List

RenMac discusses the difference between trade deficits and tariffs, the “escalate to de-escalate” strategy, today's payroll numbers, how the Fed is thinking about rates, the spike in capitulation measures, and having a mind-set of “what can go right”.

RenMac discusses the upcoming “Liberation Day,” why much of the bad news might already be priced in, the strike price on the respective Trump and Fed put, and how economic conditions were already slowing before Trump was sworn into office, and AI's mailbag gone wrong.

RenMac unpacks the FOMC meeting, Trump's conversation with Putin, the deteriorating transportation names, tariff uncertainty, the likelihood of a downside economic surprise in coming months, Schumer's unwinnable position and how moving averages can help generate alpha.

RenMac discusses the potential strategy behind Schumer's decision to avoid a government shutdown, the contribution of egg prices to CPI, the deteriorating news flow with the spike in bearish market sentiment, the potential Canadian tariff strategy (or lack thereof), why we're not playing this as a bear-market and this week's mailbag regarding market tops.

Zdena and Maya discuss their reasons for choosing Boise State, adjusting to college life and how having a team makes the biggest difference.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

RenMac dissects the payrolls, the latest tariff moves, the importance of credit indications and the complete unwind of beta as well as this weeks mail-bag.

In this episode, part of our brand new Emerging Market Innovation Series, we sat down with Soumitra Dutta, Dean of the Saïd Business School at the University of Oxford. He's an expert on global innovation and the author of the Global Innovation Index, which is used by governments and institutions worldwide to shape innovation policy.  We're also joined by a friend of the pod, Hafidzi Razali who's the Founder and CEO of Strategic Counsel, who's an expert on policy-making in South-east Asia and beyond. Innovation is often seen as the driving force behind economic growth, but how can emerging markets build successful innovation ecosystems? We explore the key ingredients required to foster innovation at a national level. Soumitra Dutta has worked at the intersection of academia, business, and policy, serving as the Dean of leading business schools and advising governments on how to create innovation-driven economies. He shares key insights on how emerging markets can learn from global success stories and adapt them to their own unique environments. We dive deep into: • Defining Innovation: How innovation differs from invention and why successful market adoption is key. • National Innovation Strategies: Why political leadership plays a crucial role in fostering innovation. • The Role of Governments: How government policies, procurement, and infrastructure investments can catalyze innovation. • Emerging Market Leadership: Lessons from countries like Singapore, China, and Finland on transforming national economies. • The Role of Talent: Why attracting, developing, and retaining skilled professionals is critical for sustainable innovation. • Measuring Innovation: A breakdown of the Global Innovation Index and how emerging markets can climb the rankings. • Collaboration vs. Competition: Why innovation thrives in open, knowledge-sharing ecosystems. Key Takeaways from the Episode: 1. Innovation Requires Strong Leadership: Countries that successfully foster innovation have strong political leadership that prioritizes R&D, education, and infrastructure. 2. Government as an Enabler: From providing financial incentives to setting up digital infrastructure, how governments can play a key role in ensuring businesses and entrepreneurs can innovate effectively. 3. Why Emerging Markets Need a Unique Strategy: Instead of mimicking Silicon Valley, emerging markets must leverage their strengths, such as market-driven innovations and regulatory flexibility. 4. The Importance of Talent & Immigration: Nations that attract and retain top talent consistently outperform others in innovation. Policies that make it easier for skilled professionals to relocate can accelerate growth. 5. Learning from China & Singapore: China's strategic long-term investment in innovation and Singapore's structured approach to attracting businesses provide models that other emerging markets can adapt. 6. Infrastructure as a Foundation: A strong innovation ecosystem needs reliable digital and physical infrastructure, including roads, internet connectivity, and financial systems. 7. The Power of KPIs and Measurement: Innovation must be measured effectively—governments should not just aim to climb rankings but use metrics to improve their weakest links. 8. Open Innovation & Collaboration: The best innovation economies prioritize knowledge-sharing and open-source development over isolationist policies. Timestamps: (00:00) – Introduction to Soumitra Dutta and the Emerging Market Innovation Series (02:10) – What is innovation? Breaking down invention vs. market adoption (05:30) – Why and what kind of government policies are critical for innovation success (10:20) – Lessons from Singapore, China, and Finland on scaling innovation (18:45) – How to achieve leadership & cross-ministry collaboration in national innovation (25:10) – How AI and blockchain are reshaping innovation ecosystems at national levels (30:40) – The importance of attracting top talent to drive innovation (36:50) – Measuring innovation: How the Global Innovation Index works (42:30) – The need for systemic change to improve education, healthcare, and digital infrastructure (50:10) – Why collaboration is more important than competition in driving innovation (56:30) – Closing thoughts and final advice for emerging market leaders Join us in this compelling discussion with Soumitra Dutta, where we uncover the building blocks of national innovation ecosystems and how emerging markets can thrive in the new global economy. Follow our host on Linkedln to know more or subscribe to our emailing list to get new episodes directly into your inbox. This episode is part of the Emerging Market Innovation Series, produced in collaboration with Strategic Counsel.  

Renmac talks through the latest policy uncertainty and its history on markets, Neil interprets the latest housing and income data and how today is mirror image of 2022.  Steve discusses the March 14th budget deadline and Jeff walks through the beta reversion and what look vulnerable at this point.

Neil Dutta says “the key difference” between now and a few years ago is that people aren't thinking about recession despite a slowing economy. He thinks that it's a mistake to “wait and see” right now. The Fed has “put itself into a bind,” he adds – he thinks inflation will continue to moderate as housing costs cool off and the economy slows, especially if the Fed does not “step in” by cutting rates.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

RenMac team discusses the potential for government shutdown and the calculus from Ds, the softening data and the risks created by the Fed, the deterioration in Industrials, the soft seasonality with cyclicals, China and this week's RenMac mailbag.

RenMac crew discusses the difference between a VAT and tariff, this week's inflation data, our China/HK call, the notable deterioration in internal S&P trends, D's leverage on DOGE, and this week's mail-bag: gold.

RenMac discusses implications of the latest employment report, the alignment of market's message and economic data,  Trump's “Flood the Zone” strategy, what policy uncertainty means for markets, Jeff's provincial pronunciation and the latest question from RenMac's Mail-Bag

Watch the Full Episode for FREE: Pritam Dutta - The $2 Trillion Opportunity: Zoth's Masterplan To Bring Real-World Assets To The Blockchain

Watch the Full Episode for FREE: Pritam Dutta - The $2 Trillion Opportunity: Zoth's Masterplan To Bring Real-World Assets To The Blockchain

RenMac opines on tariffs and their economic impact, bar fights and political strategy, unpacking Jevon's paradox, DeepSeek's potential genome-sequencing moment for AI, handicapping this week's confirmations, Fed's outlook on inflation, the ongoing challenges in semiconductors, and RenMac's mail-bag.

RenMac discusses the busy week in Washinton, a reminder that the cameras are always on, the importance of oil to growth and inflation, executive order perspective, new highs in SPX and STOXX 600, market internals and the importance of 10yr yields.

RenMac discusses the renewed improvement in consumer price inflation, the term premium as a driver of bond yields, the outperformance of financials and why value should continue to work in Q1, and a quick recap of Trump's cabinet picks that are testifying on the Hill.

In this episode. Amit introduces us to Hunch Mobility's work in India, where the country is regarded as a promising hub for Advanced Air Mobility - especially with several of its cities being among the most congested in the world. We talk challenges and opportunities, but also what Hunch is doing to help make India a leader in this space. As part of the company's efforts, it is organising the Urban Air Mobility Expo which is in Delhi later this month (January 2025). He talks more about who is involved and what impact the event hopes to have as key stakeholders work together to assemble the final pieces of the Advanced Air Mobility jigsaw.

RenMac discusses why the latest jobs number validates the Fed's recent pivot and why this risks a passive policy tightening, the impact of higher yields on stocks, and President-Elect Trump's views on territorial control over Greenland.

Top 2025 ESG Stock and Fund Picks. Include renewable energy, infrastructure, and small-cap stocks. Plus, climate fund picks and more! By Ron Robins, MBA Transcript & Links, Episode 145, January 10, 2025 I hope everyone enjoyed the holidays and sincerely wish you a happy, healthy, and prosperous 2025! My name is Ron Robins and I welcome you to my podcast episode 145 published January 10, 2025, titled “Top 2025 ESG Stock and Fund Picks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- Top 2025 ESG Stock and Fund Picks (1) Now most ethical and sustainable investors have socially responsible investment funds. This is a good review article of the best ones for US residents. It's titled Best ESG ETFs: Top funds for socially responsible investing. It's by Brian Baker and found on msn.com. Here is some of what he has to say. “1. Vanguard ESG U.S. Stock ETF (ESGV) tries to match the performance of the FTSE U.S. All Cap Choice Index and screens for certain ESG criteria. Certain companies in the following industries are excluded from the fund: adult entertainment, alcohol, fossil fuels, gambling, nuclear power, tobacco and weapons. 5-year return (annualized): 15.7 percent Expense ratio: 0.09 percent 2. iShares Global Clean Energy ETF (ICLN) seeks to track the performance of an index of global stocks from the clean energy sector. 5-year return (annualized): 7.3 percent Expense ratio: 0.41 percent 3. iShares ESG MSCI USA Leaders ETF (SUSL) gives investors exposure to large- and mid-cap stocks that score highly on ESG issues relative to their sector peers. 5-year return (annualized): 9.7 percent Expense ratio: 0.49 percent 4. iShares ESG Aware MSCI USA ETF (ESGU) tracks the results of an index of U.S. companies with ESG features that show a similar risk and return profile as the overall MSCI USA Index. 5-year return (annualized): 15.7 percent Expense ratio: 0.15 percent” End quotes. ------------------------------------------------------------- Top 2025 ESG Stock and Fund Picks (2) This next article arises from some new original research. It's titled Top Stocks Widely Owned by Small-Cap ESG Funds by Frances Aufderheide and can be seen on morningstar.com. Now a few quotes from the article. “In the United States, small-cap stocks range from a market cap of $2.9 billion to $11.2 billion, which will be the focus of this exercise. [Learn more about Morningstar Categories by downloading the US Fund Category methodology paper.] We compiled the holdings of the oldest share classes of all US sustainable small-cap funds. Next, we put the top 200 stocks that are commonly owned in a theoretical portfolio. Then, we calculated what the average weight of each security would be if this portfolio held all 200 stocks. We did the same with traditional funds, defining the universe as the oldest share class of small-cap funds, excluding sustainable funds. We found five stocks owned exclusively by small-cap sustainable funds. Source: Morningstar Direct. Weights and Data as of Dec. 3, 2024. 1. Aptar Group (ATR) Morningstar ESG Risk Rating Assessment: Negligible Total Return Year-to-Date (Month-End): 41.30 Price/Fair Value: 1.05 Moat: Narrow ‘The company specializes in various drug dispensing solutions including nasal spray inhalers and elastomer components for injectable drugs, high-end fragrance pumps, and food dispensing closures.' ‘We think the firm's outlook is strong from a longer-term perspective…' —Jay Lee, Morningstar Senior Equity Analyst ‘The company's carbon footprint is affected by the nature of its operations and the source of energy used to power these operations.' —Morningstar Sustainalytics 2. Wyndham Hotels & Resorts (WH) Morningstar ESG Risk Rating Assessment: Medium Total Return Year-to-Date (Month-End): 23.52 Price/Fair Value: 1.05 Moat: Narrow ‘We believe Wyndham's moat is illustrated by its enduring unit growth demand from third-party owners, guest satisfaction ranking of its brands, room and loyalty scale, and contract length of franchisee relationships.' —Dan Wasiolek, Morningstar Senior Equity Analyst ‘To maintain its ongoing operations, the company uses large quantities of water. Increasingly stringent carbon regulations and energy efficiency requirements could lead to higher energy prices, larger associated costs for the company and compliance issues.' —Morningstar Sustainalytics 3. Clearway Energy (CWEN) Morningstar ESG Risk Rating Assessment: Severe Total Return Year-to-Date (Month-End): 12.00 ‘Clearway Energy Inc is a publicly-traded energy infrastructure investor with a focus on investments in clean energy and owner of modern, sustainable and long-term contracted assets across North America…' ‘Although the company provides some ESG disclosure, its overall ESG reporting is not in accordance with leading reporting standards' —Morningstar Sustainalytics 4. Commerce Bancshares (CBSH) Morningstar ESG Risk Rating Assessment: Medium Total Return Year-to-Date (Month-End): 39.60 Moat: Narrow ‘Commerce Bancshares Inc., is a $22 billion regional bank that provides a diversified line of financial services, including business and personal banking, wealth management, financial planning, and investments through its affiliated companies.' ‘The company's product and service portfolio, as well as its customer base triggers exposure to quality and safety issues.' —Morningstar Sustainalytics 5. Darling Ingredients (DAR) Morningstar ESG Risk Rating Assessment: Low Total Return Year-to-Date (Month-End): (18.68) ‘Darling Ingredients Inc develops and manufactures sustainable ingredients for customers in the pharmaceutical, food, pet food, fuel, and fertilizer industries. “Growing consumer demand for healthier and more environmentally friendly foods, including low-fat and plant-based proteins, exposes Darling to potential customer loss should it fail to adapt its portfolio to this trend.' —Morningstar Sustainalytics.” End quotes. ------------------------------------------------------------- Top 2025 ESG Stock and Fund Picks (3) This next article is written by an analyst we have repeatedly featured on this podcast. Her name is Aparajita Dutta, and she hails from Zacks. The article is titled 3 Renewable Energy Stocks Poised for Explosive Growth in 2025. Here are some quotes by Ms. Dutta on each of her picks. “These stocks, with a favorable Zacks Rank #2 (Buy), have gained more than 25% so far this year… these can be expected to continue their rally in 2025 as well… 1. Constellation Energy (CEG) this company delivers electric power, natural gas, and energy management services across the United States. It is the lowest carbon emitter among major investor-owned U.S. generators… The Zacks Consensus Estimate for Constellation Energy's 2025 earnings implies a 10% improvement from the prior year's estimated earnings. The stock has gained 96.6% in the year-to-date period, while its current average price target has an upside of 23.7% from its last closing price. Free Stock Analysis Report. 2. Excelerate Energy (EE) Excelerate Energy is a provider of floating liquefied natural gas (LNG) terminals… The Zacks Consensus Estimate for Excelerate Energy's 2025 earnings implies a 19.1% improvement from the prior year's estimated earnings, while that for its 2025 sales reflects a 25.8% increase. The stock has gained 97.6% in the year-to-date period. Free Stock Analysis Report. 3. Gevo (GEVO) Gevo is a renewable chemicals and advanced biofuels company engaged in the development of biobased alternatives to petroleum-based products… The Zacks Consensus Estimate for GEVO's 2025 sales implies a 101.5% improvement from the prior year's estimated earnings. The stock has gained 30.1% in the year-to-date period, while its current average price target has an upside of 296% from its last closing price. Free Stock Analysis Report” End quotes. ------------------------------------------------------------- Top 2025 ESG Stock and Fund Picks (4) This next article features some well-known ESG stocks. It's titled 3 ESG Stocks That Align Profits With Purpose. It was written by Rjkumari Saxena and was seen on stocknews.com. Here is some of what Ms. Saxena has to say in her article. “1. Salesforce, Inc. (CRM - Get Rating) provides Customer Relationship Management technology that brings companies and customers together worldwide. Its service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices… Salesforce, Inc.'s robust outlook is reflected in its POWR Ratings. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system. 2. Adobe Inc. (ADBE - Get Rating) operates as a diversified software company globally. It operates in three segments: Digital Media; Digital Experience; and Publishing and Advertising. The company offers products, services, and solutions that enable individuals, teams, and enterprises to create, publish, and promote content, and Document Cloud, a unified cloud-based document services platform… Shares of Adobe have plunged 13.7% over the past month to close the last trading session at $446.74. Adobe's POWR Ratings reflect its sound fundamentals. The stock has an overall rating of A, which translates to a Strong Buy. 3. NextEra Energy, Inc. (NEE - Get Rating) generates, transmits, distributes, and sells electric power to retail and wholesale customers. It generates electricity through wind, solar, nuclear, natural gas, and other clean energy… NextEra Energy has raised its dividends for 29 consecutive years… Over the past year, the stock has gained 20.4% to close the last trading session at $72.49. NextEra Energy's POWR Ratings reflect its bright prospects.” End quotes ------------------------------------------------------------- Top 2025 ESG Stock and Fund Picks (5) Now infrastructure stocks are often overlooked by ethical and sustainable investors. However, they are worth looking at. See this article titled Meet the High-Performing Infrastructure Stock That's Crucial to Supporting This Massive $3 Trillion Megatrend. By Matt DiLallo, found on fool.com. Here are some quotes from the article. “One company that is absolutely critical to building this infrastructure is Quanta Services (NYSE: PWR). It's the industry leader in providing specialized infrastructure solutions… Quanta Services provides specialized infrastructure solutions to the utilities, renewable energy, technology, communications, pipeline, and energy industries. Its client list is a who's who of industry leaders in those respective sectors… Increasing infrastructure investment is driving strong growth for Quanta Services this year. It delivered another quarter of double-digit growth in the third quarter. Its revenue rose from $5.6 billion to $6.5 billion, while its adjusted earnings increased from $2.24 per share to $2.72. It also generated $539.5 million in cash flow, pushing its year-to-date total to nearly $1.4 billion (with almost $980 million in free cash). That strong performance has helped drive a more than 50% increase in its stock price this year.” End quotes ------------------------------------------------------------- Additional articles not covered due to time constraints 1. Title: 4 Alternative Energy Stocks To Buy Amid Rising Raw Materials Cost on barchart.com. By Zacks Investment Research, Inc. 2. Title: Analyst Sees 500% Upside for This Clean Technology Penny Stock on finance.yahoo.com. By Nauman khan. 3. Title: Top 5 Fastest Growing Solar Energy Stocks to Watch Out for in 2025 on equitymaster.com. By staff. 4. Title: The Shocking Rise in Enphase Energy Stock! What Investors Need to Know Now! on jomfruland.net. By Paquita Cicero. 5. Title: Why Aptiv PLC (APTV) Is One of the Best Environmental Stocks to Invest in Right Now? On msn.com. By Mashaid Ahmed. 6. Title: Why Array Technologies (ARRY) Is Among the Best Renewable Energy Stocks to Buy? On finance.yahoo.com. By Mashaid Ahmed. 7. Title: Nike a Top Socially Responsible Dividend Stock With 2.2% Yield (NKE) on nasdaq.com. By BNK Invest. 8. Title: AAPL: 3 ESG Stocks for Ethical and Profitable Investing in 2025 on stocknews.com. By Rjkumari Saxena. 9. Title: USCL, USCA, and NZUS: 3 Climate ETFs Beating the Market on marketbeat.com. Written by Nathan Reiff, Reviewed by Shannon Tokheim. 10. Title: 3 Renewable Energy Stocks to Buy in 2025 and Hold for Decades on fool.com. By James Brumley. Articles of Interest from Around the World 1. India. Title: Top 5 Fastest Growing Solar Energy Stocks to Watch Out for in 2025 on equitymaster.com. By staff. 2. Australia. Title: Which 3 ethical ASX ETFs performed the best in 2024? On fool.com.au. By Aaron Bell. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Top 2025 ESG Stock and Fund Picks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next January 24th. Bye for now.   © 2024 Ron Robins, Investing for the Soul

Jeff, Neil and Steve discuss the latest data from ISM, Johnson's speakership, the dollar, yields, executive actions and the momentum factor in 2024 and implications for 2025.

RenMac discusses Speaker Johnson's future, the contrast in conference board confidence now versus 2016, lingering continuing clams data, the bounce in equities, the opportunities in Hong Kong and China and next week's data.

RenMac discusses Musk's government shutdown, the politics behind Powell's statement, Beta's vulnerability, the decaying wall-of-worry and the potential for a currency crisis.

Today's guest is Sambit Dutta, Vice President of Digital Strategy for Nestlé's US operations. Sambit joins us on the program to discuss how digital transformation is reshaping the procurement and supply chain functions, especially within the food and beverage industry. From navigating challenges in supply chain resilience to building AI-driven efficiencies, Sambit provides insights into the dynamic factors shaping the future of these critical functions. This episode is part of a special series on AI in procurement workflows sponsored by Arkestro. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

With Donald Trump scheduled to take over as the 47th President of the United States of America, there is widespread anxiety on the impact on global climate action. A climate change denier, Trump is a vocal supporter of fossil fuels and in his last tenure made US exit from the Paris Agreement on climate action. It is feared climate financing will take a serious hit. We talked with Anisha Dutta, a New York based investigative journalist focusing on politico-economy to understand the why and how of America electing Trump, the impact it will have on energy transition policies of the US, and the domino effect on climate action and green funding across the globe.  Dutta has been a journalist for over a decade, earlier in New Delhi and now in New York. She has worked with some of the leading newspapers in India - The Hindustan Times as an political and  infra reporter and for The Indian Express as an investigative journalist. Recently she has also reported from war and conflict zones in Northern Iraq. Her recent works have been published in The Guardian, Al Jazeera, Columbia Journalism Review, The Hindu Frontline, among others.   Full transcript of the episode is available in English  Presented by 101Reporters Follow TIEH podcast on Twitter, Linkedin & YouTube Anisha Dutta is on Twitter and LinkedIn Our hosts, Shreya Jai on Twitter, Linkedin & Dr. Sandeep Pai on Twitter, Linkedin

RenMac discusses the latest inflation data, why the data may be trending better for bonds than the consensus, how equity factors are set-up, the power vacuum in Syria, what's behind Trump's inauguration invite of Xi's and Chinese equities.

RenMac discusses the latest payroll data, bubbling animal spirits and sentiment, an update to our market cycle clock and pardon implications and precedents.

RenMac discusses the mismatch between housing data and consumer confidence, the motivations behind Trump's initial tariff salvo, how seasonality and sentiment are likely to play out in equities and the vulnerability created by the weak Russian Ruble.

RenMac discusses:Latest developments with Trump appointmentsThe horserace for Treasury secretaryOngoing weakness in labor demandLow bulls in Treasuries are bullishImpact of political appointments on specific sectors

RenMac discusses latest inflation data and the impact on the Fed, what labor market's are telling us about trajectory, Latest Trump nominations, Bitcoin Breakout, Bullish cyclical call stands in stark contrast to weak semiconductors.

Jeff, Neil, and Steve discuss:Expectations between now and electionAccuracy of betting markets in defense of price discoveryThe big losersPath of unified governmentInflation expectationsCyclical trade and market's messageLabor market conditionsPowell's futureImportance of personnel to discern direction forward

RenMac talks about the payroll surprise, the importance of NC and PA to Trump and Harris, elevated equity volatility and quiescent credit spreads and the Fed's path into year's end

Credits: 0.25 AMA PRA Category 1 Credit™   CME/CE Information and Claim Credit: https://www.pri-med.com/online-education/podcast/frankly-speaking-cme-405 Overview: It's estimated that between 40%-60% of women report some degree of sexual dysfunction, which can have a significant impact on an individual's quality of life and personal relationships. Even though most clinicians understand the importance and relevance of female sexual dysfunction (FSD), they may not be aware of its prevalence, effective treatments, or how best to inquire about it. Join us as we discuss this condition, its impact on women, and evidence on effective treatments. Episode resource links: Cristine Homsi Jorge, Kari Bø, Camila Chiazuto Catai, Luiz Gustavo Oliveira Brito, Patricia Driusso, Merete Kolberg Tennfjord. Pelvic floor muscle training as treatment for female sexual dysfunction: a systematic review and meta-analysis. American Journal of Obstetrics and Gynecology. Volume 231, Issue 1, 2024,Pages 51-66.e1,ISSN 0002-9378, https://doi.org/10.1016/j.ajog.2024.01.001.(https://www.sciencedirect.com/science/article/pii/S0002937824000061) Davis, SR. Sexual dysfunction in women. New England Journal of Medicine. V 391. N 8; P 736-745. https://www.nejm.org/doi/full/10.1056/NEJMcp2313307 Johnson, Isabella MS; Thurman, Andrea Ries MD; Cornell, Katherine A. BS; Hatheway, Jessica MBA; Dart, Clint MS; Brainard, C. Paige MD; Friend, David R. PhD; Goldstein, Andrew MD. Preliminary Efficacy of Topical Sildenafil Cream for the Treatment of Female Sexual Arousal Disorder: A Randomized Controlled Trial. Obstetrics & Gynecology ():10.1097/AOG.0000000000005648, June 18, 2024. | DOI: 10.1097/AOG.0000000000005648 Kamrul-Hasan, A.B.M, Hannan, M A A, Muhammad S, M, Aalpona, Fatema, T Z, Nagendra, L., Selim, S,  Dutta, D, D. Role of flibanserin in managing hypoactive sexual desire disorder in women: A systematic review and meta-analysis. Medicine 103(25):p e38592, June 21, 2024. | DOI: 10.1097/MD.0000000000038592 Yao H, Zhang X, Sun F, Tang G, Wu J, Zhou Z. The efficacy of intravaginal electrical stimulation (IVES) in treating female with urinary incontinence symptom from meta-analysis of nine randomized controlled trials. Front Neurol. 2022;13:933679. Published 2022 Sep 13. doi:10.3389/fneur.2022.933679 Huang H, Ding G, Li M, Deng Y, Cheng Y, Jin H.(2023) Menopause and stress urinary incontinence: The risk factors of stress urinary incontinence in perimenopausal and postmenopausal women. J Obstet Gynaecol Res. 49(10): 2509–2518. https://doi.org/10.1111/jog.15742 Tunn, R., Baessler, K., Knüpfer, S., & Hampel, C. (2023). Urinary Incontinence and Pelvic Organ Prolapse in Women. Deutsches Arzteblatt international, 120(5), 71–80. https://doi.org/10.3238/arztebl.m2022.0406 Guest: Susan Feeney, DNP, FNP-BC, NP-C, Jill M. Terrien, PhD, ANP-BC Music Credit: Matthew Bugos Thoughts? Suggestions? Email us at FranklySpeaking@pri-med.com  

RenMac discusses the process of price discovery in the political prediction markets, the current state of the horserace, the outlook for employment, why Kevin Warsh is off-base in his criticism of the Fed's September decision, and market seasonality.

Jim sits back down with Shomik Dutta, co-founder and managing partner at Overture VC, who is on the cutting edge of climate tech. They catch up and discuss how the VC and climate space has changed in the last 18 months. Don't miss it!

RenMac discusses this week's data, the prospects of a shadow Fed Chair, the latest polls and candidates' performance, China and how the overbought condition in yields tilts us toward cyclicality.