Podcasts about eqt

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Best podcasts about eqt

Latest podcast episodes about eqt

INSIDE Sports Business
De Francia a Bélgica: ¿cuánto valen en el mercado las selecciones del Mundial 2026? - 05/06/2026

INSIDE Sports Business

Play Episode Listen Later Jun 5, 2026 2:40


Los titulares de la industria del deporte, con Patricia López, de 2Playbook.En el fútbol, los clubes de LaLiga Hypermotion logran más ‘sold outs' en la temporada 2025-2026, pese a una caída del 6% en la asistencia total. En el ámbito económico, el Comité Olímpico Español (COE) elevará su presupuesto un 49% hasta los 10,9 millones de euros y prevé volver a beneficios en 2026. Por otro lado, la ATP suma a la gestora sueca de inversiones EQT como patrocinador global premium hasta 2030, y el sector fitness portugués batió récords en 2025 con 850.000 practicantes activos y 375 millones de euros de facturación. Cerramos analizando cuánto valen en el mercado las selecciones del Mundial 2026.  ¿Quieres más podcast de la industria del deporte? Apunta: SPORTS, INSIDE by 2Playbook 2Playbook Breaking News ⁠PRO Media & Content⁠: https://open.spotify.com/show/4pXpJ3NwsyO6L7M0W3a1cQ?si=956ce22086854bf0⁠ ⁠PRO Fitness: https://open.spotify.com/show/5yDmPCCzjwuOd43wJ6P29T?si=78f0cdd11a6c48e5 ⁠PRO Deporte Inclusivo: https://open.spotify.com/show/46tEMEcA5qg1QhAW0DCyMx?si=e173f9087ebf49e6 ⁠PRO Women in Sport: https://open.spotify.com/show/2d40NKSP1eFhN9YkmTTzNA?si=1f53010f4e8d4d4fContacto, sugerencias y feedback: podcast@2playbook.com

Alles auf Aktien
Stress bei Private Equity und Musks Billionen-Spiel

Alles auf Aktien

Play Episode Listen Later Jun 4, 2026 26:06 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das jähe Ende einer Gewinn-Serie, den Dax-Aufstieg von Hochtief und wie Ihr steuerschonend Euer Depot weitergeben könnt. Außerdem geht es um OHB, SpaceX, Broadcom, CrowdStrike, SAP, Nemetschek, Atoss, Partners Group, Blue Owl, Apollo, Ares, EQT, Blackstone, KKR, RWE, E.on, Porsche Holding SE, Elmos Semiconductor, Siltronic, Süss Microtec SE, Saudi Aramco, OpenAI, Anthropic, Alphabet, Meta, Amazon, Tesla, Nvidia, Boeing, Jefferies, Partners Group Global Value (WKN: A2N9U7), Invesco Solar Energy ETF (WKN: A2QQ9R). 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 Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

EFN Marknad
Billig AI och uppskruvade mål – har Classe verktygen som krävs?

EFN Marknad

Play Episode Listen Later Jun 3, 2026 22:02


Clas Ohlson har släppt både rapport och satt nya mål. EQT faller på ny oro som minner om vinterns private credit-oro. Vi snackar potentiellt billig AI och inflationtryck. Clas Ohlson vd Kristofer Tonström gästar Börslunch tillsammans med SEB:s Fredrik Warg och EFN:s Katrine Kielos. Programledare: Gabriel Mellqvist och Nike Mekibes.

ai classe seb billig eqt efn clas ohlson katrine kielos
Alles auf Aktien
MSCI World verschlimmbessert und Anlegen wie die Superreichen

Alles auf Aktien

Play Episode Listen Later Jun 1, 2026 25:54 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über den Milliardenkauf von Berkshire, den Profiteur eines Mega-KI-Projekts in Frankreich und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Taylor Morrison, D.R. Horton, Lennar, PulteGroup, SoftBank, Schneider Electric, BioNTech, Microsoft, Nvidia, Intel, AMD, Hochtief, Zalando, Porsche Automobil Holding, iShares Core MSCI World ETF (WKN: A0RPWH), Sony Financial Group, JD Sports, Barratt Redrow, Auto Trader, Entain, Pinterest, DraftKings, The Trade Desk, Zillow, LEG Immobilien, PLS (ehemals Pilbara Minerals), Var Energi, Equinox Gold, TechnipFMC, Medline, Circle Internet Group, Alphabet, Apple, Amazon, Tesla, Micron, UBS, Apollo Global Management, EQT, Partners Group, Partners Group Private Markets Evergreen (ISIN: LU2716887091). 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: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The Hoffman Podcast
S12e17: Markus Bihler – Intelligence Below the Neckline

The Hoffman Podcast

Play Episode Listen Later May 28, 2026 30:52 Transcription Available


“At the very end, we’re all the same, and we want the same thing, which is we want to feel like we’re worthy of love and belonging.” — Markus Bihler Markus Bihler | Chairman, Hoffman South Africa The Chairman of Hoffman Institute South Africa, Markus Bihler, is a different person than he was before taking the Hoffman Process. One beautiful outcome of his Process was the journey he made from his head to his heart. Markus spent 35-plus years of his life as a “medical anomaly,” namely, “as somebody who had a head but no body.” He lived in his intellect. During the week of his Process, Markus cried more than he had ever cried in his adult life. Calling it a “liberating experience,” he now knows that all emotions are legitimate and have a reason for being. And he found deep empathy for young Markus, which led to empathy for his family and people in general. After his Process, not only did Markus change, but his life changed, too. He and his wife, Angelina, moved home to South Africa. Once there, one of the first things he did was look for a Hoffman grad group. When he realized there was no Hoffman Institute South Africa, he and Angelina rolled up their sleeves to create one. They have opened and now run the Hoffman Institute in South Africa. They held their first Process this past Spring. Using powerful metaphor and analogy, Markus shares his experience and knowledge of the Process in ways that bring its gifts into clear focus. He also speaks to the business side of Hoffman. For Markus and Angelina, the ‘business’ of Hoffman is not to make money. It is to “provide scale for this Process to permeate further into the world.” Their expertise and enthusiasm for the Process’s growth are helping to bring Bob Hoffman’s vision, “world peace, one person at a time,” more fully into reality. Listen on Apple Podcasts More about Markus Bihler: Markus and Angelina Bihler Angelina and Markus Bihler have started the Hoffman Institute South Africa, based in Cape Town, where they live with their two young sons after a global career in tech and finance, respectively. Markus Bihler is a director, investor, and former CEO with a background spanning global consumer and investment businesses. He has worked across Europe, Southeast Asia, and international markets, including leading two successful CEO-led exits and founding a global long/short hedge fund focused on consumer equities. Earlier in his career, he was with Blackstone and EQT in private equity. Markus is a graduate of Oxford University and a Professor of Finance at the University of Cape Town. Follow Markus on LinkedIn. Find out more about Hoffman South Africa’s upcoming Process dates here and their global press coverage here, and follow them on Instagram. As mentioned in this episode: Hoffman Institute UK •   Serena Gordon and the UK team •   Serena on the Hoffman Podcast: The Treasures of Your Past Read more about the new China Hoffman Center. •   Rao Rao, Hoffman China teacher, on the Hoffman Podcast: Across the World, We Share the Same Humanity Matt Brannagan, CEO of Hoffman Institute. •   Matt on the Hoffman Podcast: Our New CEO for Hoffman 3.0,  Communities of Meaning Read more about Bob Hoffman, founder of the Hoffman Process. Raz Ingrasci, Founder of the Hoffman Institute Foundation, USA. •   Raz on the Hoffman Podcast: Husband, Father, Son •   Raz and Marissia Ingrasci on the Hoffman Podcast: Spiritual Lineage and the Hoffman Process Hoffman South Africa Process venue: •   Mont Fleur Conference Venue in the heart of the Stellenbosch winelands. Nestled in the Blaauwklippen Valley, Mont Fleur is a small, family-run venue.  read more…    

EUVC
AI is rewriting the global economy

EUVC

Play Episode Listen Later May 22, 2026 41:51


AI is no longer just a technology story. It is reshaping capital markets, infrastructure and industrial policy.In the latest episode of This Week in European Tech, Mads Jensen and Dan Bowyer of SuperSeed break down NVIDIA's dominance of the AI economy, the return of the IPO market through OpenAI, Anthropic and SpaceX, and Europe's push to build sovereign technology capabilities.HighlightsNVIDIA and the economics of AI infrastructureOpenAI, Anthropic and the IPO market reopeningEurope's sovereign AI pushAI backlash and political risk in the USUnitree and the rise of humanoid roboticsIsomorphic Labs and AI-driven drug discoveryTimestamps(03:00) NVIDIA is swallowing the AI economy(06:20) The IPO market is reopening through OpenAI, Anthropic and SpaceX(08:40) Why SpaceX is really an AI infrastructure story(11:40) OpenAI's IPO could expose the real economics of AI(13:40) Why Unitree and humanoid robotics matter for Europe(20:10) Europe's sovereign AI push through Mistral, EQT and Quantexa(27:40) Americans are turning against AI(36:10) Isomorphic Labs and Europe's biggest AI biotech opportunitySubscribe to EUVC, the home of European tech, for more insights.

Alles auf Aktien
Der Ozempic-Effekt auf Aktien und höhere Rendite mit Atemtricks

Alles auf Aktien

Play Episode Listen Later May 20, 2026 27:18 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die neue KI-Offensive von Alphabet, robuste Zeiten für die Baumärkte und das Milliarden-Projekt von OHB. Außerdem geht es um Nvidia, Qualcomm, Amazon, Broadcom, Micron, Arm, Intel, Home Depot, Hornbach Holding, Ottobock, EQT, Uniper, Rheinmetall, SAP, Nemetschek, Atoss Software, Infineon, SMA Solar, Ströer, Eli Lilly, Novo Nordisk, Mondelēz International, Domino's Pizza, McKesson, Cencora, Cardinal Health, Vanguard FTSE All-World UCITS ETF (WKN: A1JX52), JPMorgan EUR Corporate Bond Research Enhanced Index UCITS ETF (WKN: A2N76D), Vanguard EUR Corporate Bond UCITS ETF (WKN: A143JK), VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (WKN: A2JAHJ) und Amundi Smart Overnight Return UCITS ETF (WKN: LYX0WM). 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 Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The Sifted Podcast
EQT has won the EU's €5bn superfund. Now what?

The Sifted Podcast

Play Episode Listen Later May 19, 2026 9:19


The competition that captivated European VC has concluded.Earlier this week, the EU chose Swedish investment firm EQT to manage its new €5bn Scaleup Europe Fund after a closely-watched race among the region's top firms like the UK's Atomico and France's Eurazeo.On this week's — somewhat emergency — episode of the Sifted podcast, host Freya Pratty chats to senior reporter Anne Sraders about the selection process to run the fund, when it will begin deploying and which lucky companies might be backed. Fresh off an interview with EQT investors, the pair also dig into how the firm wants to manage the fund, their reaction upon hearing the news — and whether there could be a second scale-up fund on its way soon.Sign up to our daily newsletter here: https://sifted.eu/newsletters

SvD Tech brief
166. Den okända orsaken till Northvoltaffären + Kritik mot en svensk AI-bubbla

SvD Tech brief

Play Episode Listen Later May 14, 2026 40:51


Det har släppts en ny bok om Northvoltaffären, som avslöjar tidigare okända detaljer om köpet. Det visar sig att anledningen till att Lyten kunde gå in med så mycket pengar var det svenska riskkapitalbolaget EQT, enligt boken. De kan ha mycket att vinna på affären – och i slutändan kanske även Google. Sophia Sinclair frågar sig om det ens kommer bli några batterier i Skellefteå. En framstående svensk investerare varnar nu för en AI-bubbla, även i Sverige. Björn Jeffery förklarar varför det kan vara ett problem även för stora, stabila och välmående bolag. Dessutom: en av världens främsta tech-vd:ar hyllar Sverige. Med humor och initierade källor tar SvD:s journalister med dig när framtiden skapas. Med Björn Jeffery, Sophia Sinclair och Henning Eklund. Producent och redaktör Tove Friman Leffler.

GameBusiness.jp 最新ゲーム業界動向
カカクコム、EQTが5,900億円でTOBも成立見通せず―LINEヤフー連合に期待も

GameBusiness.jp 最新ゲーム業界動向

Play Episode Listen Later May 14, 2026 0:19


「価格.com」や「食べログ」を運営するカカクコムが、スウェーデンの投資会社EQTによる株式公開買付を受け入れ、株式の非公開化に踏み切るということです。買付総額は約5,900億円規模で、東証プライム市場からの上場廃止が予定されているとのことです。

The Information's 411
From the New York Stock Exchange: Financing the AI Revolution

The Information's 411

Play Episode Listen Later Apr 27, 2026 30:19


At the New York Stock Exchange, Glenn Hutchins, co-founder of Silver Lake, talks with TITV Host Akash Pasricha about the renegotiated Microsoft-OpenAI deal and why he believes the software sector is currently sitting on a "melting ice cube" of leverage. We also talk with Arvindh Kumar of EQT about the new private equity playbook for AI implementation and why "probabilistic" mistakes in enterprise software can be fatal, and we get into the $200 billion IPO outlook for SpaceX and OpenAI with The Information's Cory Weinberg and Ken Brown.Articles discussed on this episode: https://www.theinformation.com/briefings/china-blocks-metas-2-billion-acquisition-manusSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

The Exchange by EWL Private Wealth
The World's Second Largest PE Firm on Why Europe and Asia Offer the Better Entry Point. Featuring Sueann Yeo (EQT)

The Exchange by EWL Private Wealth

Play Episode Listen Later Apr 27, 2026 34:04


Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, Charles Troian sits down with Sueann Yeo, Managing Director and Head of Asia-Pacific Private Wealth Client Relations and Capital Raising at EQT, one of the world's leading private markets investment firms. Sueann shares insights into EQT's investment philosophy and how the firm's Nordic heritage of active ownership shapes its approach to building better businesses through operational improvement and long-term value creation. She also discusses the growing role of private wealth in private markets and how platforms such as EQT Nexus are expanding access to institutional-quality private equity strategies for individual investors. The conversation explores the structural opportunities EQT sees across Europe and Asia, why complexity and fragmentation can create attractive investment opportunities, and how investors should think about incorporating private markets into long-term portfolio construction. For investors seeking global diversification and exposure to private markets, this episode offers a thoughtful perspective on where opportunities may lie in the next phase of the asset class's evolution.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision. 

Private Equity Value Creation Podcast
Ep. 125: Arvindh Kumar, EQT | Pairing Defensive Assets with AI-Forward Leadership to Drive Returns

Private Equity Value Creation Podcast

Play Episode Listen Later Apr 23, 2026 40:51


On this episode, Arvindh Kumar, Partner and Co-Head of EQT's Global Technology Sector Team, explains how private equity firms can turn AI laggard companies into AI winners — and why getting that transformation right starts with the CEO.Arvindh walks through the defensive attributes he looks for when underwriting software investments, including proprietary data, embedded workflows and network effects, and explains how those characteristics determine whether AI acts as an amplifier or a threat. Learn how one of the biggest PE firms in the world prioritizes AI initiatives across engineering, product and sales; how portfolio companies have put AI to work in tangible ways; and why the firms seeing the fastest results are using access, positive peer pressure and clear business KPIs rather than wholesale team replacement to drive adoption.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Investors Chronicle
Intertek, renewable trusts & shares on a tear: The Companies and Markets Show

Investors Chronicle

Play Episode Listen Later Apr 17, 2026 28:40


In this week's episode we delve into FTSE 100 testing and assurance company Intertek (ITRK), which has had an action-packed few days: board changes, a strategic review, and a rejected bid offer from a private equity investor. Valeria Martinez explains everything you need to know.Then we look to renewable energy investment trusts, which have enjoyed increased interest over the past month amid the US/Iran war and resultant rise in power prices. Holly McKechnie tells us which trusts stand to benefit the most, and we consider whether greater urgency over the energy transition means better times ahead.Finally, we discuss microfinance lender ASA International (ASAI.L), which has been on a tear over the past year. Julian Hofmann reports on what's been driving the business forward and whether it can continue.Read more here:Intertek rejects EQT takeover approachThe complete guide to buying investment trustsASA International's microfinance push pays offTimestamps00:00 Intro01:01 Intertek9:45 Renewables trusts19:19 ASAListen to more podcasts from Investors' Chronicle on Apple, Spotify and YouTubeInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Doug Casey's Take
Space Aliens, Disappearing Scientists, and the Coal Comeback

Doug Casey's Take

Play Episode Listen Later Apr 10, 2026 44:08


Aliens, Energy Shocks, Migration, and Crisis Investing Q&A with Doug Doug and the host pivot from Iran to UFOs, discussing reports of nine connected people disappearing and a clip of Congressman Tim Burchett reacting to Matt Gaetz's claim of an alien-human hybrid breeding program and calling for disclosure, while the hosts debate the odds of alien visitation and mention alleged underwater craft reports. They then take subscriber questions on energy, arguing coal is undervalued, natural gas is extremely cheap versus oil (about $2.50 vs $100, shifting the usual 6:1 ratio to ~40:1), and explaining LNG's transport constraints and EQT's sensitivity to gas prices. They discuss mass migration into the U.S. from Latin America, speculate on motives, criticize Canadian political "wokeness," address nuclear-war risk and Argentina/Israel relocation rumors, touch on pensions' fragility, explain their Crisis Investing newsletter process, mention a VIP private placement called NAQI (earbud control tech), and share views on trusts. 00:00 Aliens and Disappearances 01:05 Art Bell Memories 02:23 Congress UFO Clip 04:47 Disclosure Day Hype 05:29 Do the Math on Life 08:23 Sci Fi and TV Picks 10:45 Energy Question Coal 12:51 Coal Gas and LNG 15:33 Migration Debate 20:33 Canada NDP Clip Setup 21:12 Canada Genocide Claim 22:52 Trans Surgery And Suicide 24:00 WEF Momentum And War Fears 25:31 Israel To Argentina Rumor 27:26 Technocracy Rabbit Holes 28:04 EQT Natural Gas Selloff 29:03 Shipping Insurance And Straits 31:28 Oil Shock And Australia 33:14 Rebel Vocalists Talk 34:56 Pensions And Dependency Risks 37:25 Newsletter Workflow And Picks 38:19 Private Tech Placement 40:16 Trusts Pros And Cons 42:43 Closing Thoughts And Farewell

Affärsvärlden
Future shock: Agentsvärmar och slutet på point and click – med Alexander Fred-Ojala @ EQT Early Stage Tech

Affärsvärlden

Play Episode Listen Later Apr 8, 2026 81:46


I det här avsnittet gästar Alexander Fred-Ojala, Head of AI på EQT Early Stage Tech, och en av Sveriges mest erfarna AI-profiler. Vi går igenom hur AI har förändrats på bara två år, varför Opus 4.5 var vändpunkten, vad som utgör en vallgrav i en värld där mjukvarukostnaden går mot noll. Lars Jörnow modererar för första gången, Jacob Bursell är bortrest. I veckans avsnitt medverkar: Lars Jörnow – Medgrundare, EQT Ventures (moderator)Viktor Fritzén – StyrelseproffsHampus Brodén – Medgrundare & VD, StabeloAlexander Fred Ojala – Head of AI, EQT Early Stage Tech TIDSSTÄMPLAR 00:00:00 – Intro: Lars tar över moderatorrollen – Jacob är borta av personliga skäl 00:02:00 – Alexander Fred Ojala presenteras: UC Berkeley, deep learning och vägen till EQT 00:04:00 – Hur AI har förändrats på två år: Från loopfelsökning till agentiska flöden dygnet runt 00:08:00 – Andrej Karpathy och autoresearch: Optimera sourcing-tekniker med iterativa AI-loopar 00:10:00 – Opus 4.5 som vändpunkt: EQT-teamet på fem som plötsligt levererar som 25–30 – och 150 commits på en vecka 00:12:00 – Implementera AI i bolag: Automationsgrad, low hanging fruits och att rulla ut licenser 00:14:00 – Jaggedness i output: BCG-studien och varför domänkunskap fortfarande är kritisk 00:18:00 – Två generationer av bolag: Brownfield-arkitektur kontra AI-natives från dag ett 00:20:00 – Moats i AI-eran: Nätverkseffekter, distribution och proprietary data 00:24:00 – Arbetsorganisation i omvandling: Produkt, design och tech – alla blir auditors 00:28:00 – Kundfeedback direkt in i kodbassen: Från kvartal till timmar 00:30:00 – One-person unicorns: Bolag som drivs helt av agenter – Polsia och 10 miljoner dollar i intäkter 00:32:00 – Legacy kod vs greenfield: Brownfield eller bygga om? IBM-aktien som föll 10% på Cobol-nyheten 00:36:00 – UI som historisk parentes: MCP, agenter och slutet på point-and-click 00:38:00 – Dynamisk mjukvara och personifierade kundupplevelser: Varje kund sin egen produkt 00:44:00 – Future shock i San Francisco: Unitree-robot, självkörande Cybertruck, Meta AR-glasögon och Code Red 00:48:00 – AGI och Turing-testet: Dario Amodei säger 2027 – Demis Hassabis mer försiktig, och varför 00:52:00 – Intelligens som inte längre är trång sektor: Vad är då unikt mänskligt? 00:56:00 – Investeringshorisont i AI-eran: Chamath-tesen om kortare multiplar och VC som strukturell vinnare 01:00:00 – Biotech, klimat och abundance: AI som katalysator för mänsklighetens största problem 01:02:00 – AI och krypto: Stablecoins för agenter, programmerbara pengar och Bridge/Stripe 01:06:00 – Säkerhetsrisker med agenter: Root-kommandon, permissions – och agenten som slarvade bort kryptonycklar 01:08:00 – Alexanders personliga setup: Glasögon, Zettelkasten, second brain och agentkompisar som jobbar 24/7 01:12:00 – Multi-agent systems och beslutsfattning: Perplexity Council och Myrofish – tiotusentals agenter debatterar framtiden 01:16:00 – Prediction markets i AI-eran: Polymarket öppnar för agenter och hur man gamar systemet 01:18:00 – Vad händer om ett år? Voice interfaces, dynamisk mjukvara och bifurcation av hela AI-modellmarknaden OM PODDEN Marknaden består av Jacob Bursell, Hampus Brodén, Viktor Fritzén, Johan Isaksson, Lars Jörnow och Petter Hjertstedt. Twitter/X: https://x.com/Marknaden_podd Kommentera och ge feedback – vi vill höra vad ni tycker! Mejla: jacob@monopolmedia.se #ai #agenter #alexanderfredojala #eqt #anthropic #opus45 #llm #agi #aiagenter #krypto #stablecoins #investeringar #predictionmarkets #mjukvaruutveckling #sanfrancisco #framtiden #marknaden #podcast #svenska

Moneycontrol Podcast
5082: PhonePe IPO pause: War or valuation jitters?; 8 of 15 startup IPOs from 2025 now below issue price; and Ola Electric to raise Rs 2,000 crores from battery unit | MC Tech3

Moneycontrol Podcast

Play Episode Listen Later Mar 16, 2026 6:15


In today's Tech3 from Moneycontrol, PhonePe pauses its planned $1.3 billion IPO as global market volatility linked to the West Asia conflict dampens investor appetite. We also look at how many startups that listed in 2025 are now trading below their IPO price. Ola Electric is planning to raise up to Rs 2,000 crore by selling a minority stake in its battery arm, Ola Cell Technologies. And Temasek and ChrysCapital have been shortlisted in EQT's stake sale process for healthcare tech firm CitiusTech.

Alt Goes Mainstream
EQT's Lennart Blecher - active ownership of real assets

Alt Goes Mainstream

Play Episode Listen Later Mar 12, 2026 26:21


It all comes back to the DNA.The firms that know who they are will know who to be.You can learn a lot about an investment firm by listening to what they say.Alt Goes Mainstream's AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say.The first season of The DNA stars EQT. In Stockholm, at EQT's AIM this past summer, I sat down for conversations with nine EQT executives.Each executive came from different parts of the firm — and different parts of the world.Each had fascinating backgrounds and stories about how they ended up in private markets and worked to build EQT.But there was a single throughline threaded throughout all of the discussions: the consistency and frequency that each executive talked about the firm's mission, vision, culture, and values.That's why it all comes back to the DNA.Episode 3 features EQT's Lennart Blecher.Lennart Blecher joined EQT Partners in April 2007 and is the Chairperson of EQT Real Assets.Lennart holds a Master of Law degree from the University of Lund, Sweden and has studied at the University of Dallas, Texas - Academy of US & International Law.Prior to joining EQT Partners, Lennart was from 2004 to 2007 Managing Director and Senior Banker in the investment bank of Unicredit/HypoVereinsbank in Munich. From 2002 to 2004, Lennart was Managing Director at GE Commercial Finance in London.Between 1987 until 2002, he held various position in the ABB Group, in Zurich such as General Counsel for the ABB Financial Services Group, President and Business Area Manager for ABB Structured Finance and ABB Equity Ventures.Lennart has held various non executive positions in European banks and reinsurance companies. Lennart is a member of the EQT Executive Committee and is a Chairperson of the Infrastructure Partners Investment Committee.Please enjoy this conversation with one of the industry's leaders in Lennart Blecher.You can stream all the episodes on AGM's YouTube channel at AltGoesMainstreamAGM.Show Notes00:00 Why the DNA Matters01:04 Meet EQT and Lennart Blecher01:40 From Law to Industry05:40 Building EQT Infrastructure09:44 Infrastructure Megatrends11:01 Old vs New Infrastructure12:45 Digital Energy Convergence14:56 Active Ownership Playbook16:26 Scale and Credibility17:43 Wallenberg Values Culture20:05 Educating Investors21:29 Who Owns Assets Long Term22:47 Platform People Limits23:44 Doing Good Good Business24:34 Underwriting People Culture25:18 Closing Thoughts

Energy News Beat Podcast
Energy Under Siege

Energy News Beat Podcast

Play Episode Listen Later Mar 12, 2026 22:21


A wild day on the Energy News Beat Stand Up. - We even play a short from Former Prime Minister Lizz Truss as I just finished recording her podcasts with Rey Trevinio on a joint podcast with the Crude Truth and Energy News Beat. That episode airs tomorrow, and PM Truss is a class act, and you will love her attitude. The first story covering China, and how it impacts California, is a twist for a National Security Challenge that we will have with our Great Secretary of Energy Chris Wright, and our fantastic Secretary of the Treasury Scott Bessent. 1. Global Energy Supply DisruptionsChina halting gasoline, diesel, and jet fuel exports due to supply constraints in the Strait of HormuzImpact on major fuel importers including Singapore, South Korea, Japan, and Southeast AsiaTanker attacks in the Strait of Hormuz and ongoing "tanker war" concerns2. Saudi Arabia's Strategic ResponseThe East-West pipeline's role in bypassing Persian Gulf disruptionsIncreased exports through the Red Sea port of Yanbu as a mitigation strategy3. U.S. Government Energy PolicyPresident Trump's release of oil from the Strategic Petroleum Reserve (SPR) to stabilize global marketsImplementation of a $20 billion maritime reassurance program led by insurance firm Chubb to protect shipping through the Strait of Hormuz4. Domestic U.S. Energy PoliticsTrump's potential use of the Defense Production Act to override California regulationsPlans to reactivate idle offshore oil platforms in CaliforniaTensions between federal energy goals and California's climate policies5. Energy Security ConcernsCalifornia's energy security challengesQuestions about foreign influence (Chinese research) in state climate policies6. Energy Market AnalysisStock performance analysis of major energy companies (Valero, Venture Global, EQT, Cheniere Energy, Chevron, etc.)7. UK Energy IndependenceInterview with former UK Prime Minister Liz Truss discussing Britain's path to energy self-sufficiency through fracking and North Sea oil and gas resources1.China Halts Fuel Exports Due to Supply Crunch in Strait of Hormuz2.Saudi Arabia's Pipeline Investment Pays Off3.Two Tankers Struck in the Middle East: Escalating Tensions in the Persian Gulf4.Trump Opens SPR for Emergency Release: A Bold Move Amid Global Oil Turmoil5.U.S. Taps Chubb to Lead Trump's $20B Insurance Plan for Hormuz Shipping6.U.S. Taps Chubb to Lead Trump's $20B Insurance Plan for Hormuz Shipping7.Trump to Invoke Emergency Law for Offshore Oil Producer Sable – Can the Feds Intervene to Save the Refineries?8.Why California Has an Oil and Gas Crisis… and China's InvolvementWe have some new sponsors rolling in and great interviews rolling out.Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

The Distribution by Juniper Square
From Sector Specialist to Global Platform: Building Real Estate inside a Private Equity Giant - Henry Steinberg - Partner, Global Head, EQT Real Estate - EQT Group

The Distribution by Juniper Square

Play Episode Listen Later Mar 10, 2026 56:59


In this episode of The Distribution, Brandon Sedloff sits down with Henry Steinberg, Global Head of EQT Real Estate, to discuss the evolution of one of the world's largest real estate investment platforms. Henry shares the story of his path into the industry, from consulting and business school to building a career in logistics real estate through Liberty Property Trust and Exeter Property Group before merging with EQT in 2021. The conversation explores how sector specialization, operational expertise, and scale have shaped EQT Real Estate's strategy today. Henry also explains how data, geospatial analytics, and AI are transforming investment decisions across global real estate markets. They discuss:• Henry's career journey from Arthur Andersen consulting to real estate investing• The history from Liberty Property Trust to Exeter Property Group and the merger with EQT• Why specialization in logistics real estate created a durable competitive advantage• How EQT uses geospatial data and analytics to evaluate acquisitions and development opportunities• Market outlook for logistics, student housing, and data centers across the US and Europe Links: EQT Real Estate - https://eqtgroup.com/real-estate Henry on LinkedIn - https://www.linkedin.com/in/henry-steinberg-5653ba223/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro(00:01:58) - Henry's background and career(00:15:31) - Liberty to Exeter origins(00:20:46) - Exeter growth and EQT merger(00:24:49) - Eqt platform and scale(00:26:26) - Real estate strategy mix(00:27:16) - Diversifying beyond logistics(00:27:44) - Living and logistics growth(00:31:17) - Scale through data and AI(00:39:10) - Geospatial data edge(00:43:52) - Student housing signals(00:46:14) - Logistics outlook US vs Europe(00:52:06) - Build or buy expansion

Kodsnack
Kodsnack 693 - Produktionslinjerna vid Telefonplan

Kodsnack

Play Episode Listen Later Mar 10, 2026 46:26


Fredrik snackar med Daniel Byström om nya begagnade Linuxlaptops, nästa Openinfra forum, hälsofrämjande telefoner, och om att lära föräldrar hantera torrents. Nästa Openinfra forum går av stapeln 21 maj, målet är att bli ännu större än rekordtillfället förra året, och agendan innehåller något för alla. Och det är precis lika gratis som alltid att delta och träffa resten av den kärleksfulla open source-familjen. Vi diskuterar också hur Linux är underskattat som operativsystem för föräldrar och när man bara vill få saker gjorda utan att störas. Daniel har skaffat sig en ny begagnad dator där allting bara fungerar, och hans pappa kommer därmed också att få en uppgradering. Och givetvis kör maskinerna Linux. Är det 2026 som är året för Linux på skrivbordet? Borde Uffe på regeringskansliet se till att få Suse klassat som viktigt för Sverige? Via Openinfra forums agenda kommer vi också in på digital suveränitet och vad vi gör om USA börjar bete sig ännu konstigare? Är det inte konstigt att man kan komma på sig själv med att känna att det inte skulle göra så mycket om vi plötsligt inte kunde använda USA-ägda tjänster längre? Och borde Mullvad göra en mobiltelefon (monterad på Telefonplan)? Ett stort tack till Cloudnet som sponsrar vår VPS! Har du kommentarer, frågor eller tips? Vi är @kodsnack, @thieta, @krig, och @bjoreman på Mastodon, har en sida på Facebook och epostas på info@kodsnack.se om du vill skriva längre. Vi läser allt som skickas. Gillar du Kodsnack får du hemskt gärna recensera oss i iTunes! Du kan också stödja podden genom att ge oss en kaffe (eller två!) på Ko-fi, eller handla något i vår butik. Länkar Daniel Lenovos Thinkpad X13 Opensuse X windows patterns-xfce Dotfiler Restic - backuplösning Karlberg GIMP Torrents Kubernetes Microsoft Access Openinfra forum 21 - 21 maj på Biograf Skandia i Stockholm Daniel Stenberg Mullvad Mejla Daniel om du vill komma på Openinfra forum XZ-incidenten Sunet Nextcloud Nix Stöd oss på Ko-fi! Jolla Den kommande Jolla-telefonen Telefonplan Suse ägs av svenska EQT fdisk Partitionmagic Steam deck Windows phone En sen Nokiatelefon med Metro-Windows phone Titlar En ny gammal laptop Allt bara fungerar Magin med dotfilerna Om de hade velat Det är krut i gubben Tvåhundra nedladdningar Linux är omöjligt En kille på elscooter Hela kärleksfulla open source-familjen Bästa sportkommentatoranda Produktionslinjerna vid Telefonplan Mesh-SMS Så långt från det moderiktiga Hälsofrämjande dumma telefoner Uffe i regeringskansliet Fippla i fdisk Tvi digestivekex och en kopp te

Bowl After Bowl
Episode 427 ★ Xbox One Review

Bowl After Bowl

Play Episode Listen Later Mar 4, 2026 202:53


VALUE FOR VALUE Thank you to the Bowl After Bowl Episode 427 Producers: ChadF, Kevin S, cbrooklyn, RevHodl, Anonymous Podcast Guru, Boolysteed, Mary-Kate Ultra PO BOX 410154 Kansas City, MO 64141 Dreams V with ABS 'N A 6-PACK Bowl After Bowl Episode 426 ★ Bowls With Buds ★ Fletcher Intro/Outro: Badass Wolf Shirt - Lightning Wheel FIRST TIME I EVER... Bowlers called in to discuss the First Time They Ever found someone else's adult materials. Next week, we want to hear about the First Time YOU Ever went to a conference. TOP THREE 33 Man, 33, dead after extrication from closed area of Volcanoes National Park (Star Advertiser) 33 new musicals will be developed at 2026 Drama Club Camp Writer Residencies (Playbill) Mexican wolf population in Arizona, New Mexico grew by 33 in 2025 (KTAR) New York's tax collection hits $162 billion, but 33% of residents eye leaving due to tax concerns (WHEC) King County (Seattle) Prosecutors charge 33 people with trespassing for occupying University of Washington Interdisciplinary Engineering Building (KOMO News) Mother confesses to killing her crying newborn 33 years after baby's death, court docs say (KBTX) Woman going to Dominican Republic busted with 33 lbs of pot in luggage (NBC Miami) BlackRock, EQT lead $33 billion acquisition of AES (ESG Today) BEHIND THE CURTAIN Supreme Court leans toward a marijuana user's challenge to gun restriction (NBC) Gun ban for marijuana users gets Supreme Court review (ABC / YouTube) PBS Supreme Court oral arguments in US vs. Hemani Missouri cannabis regulators target rulebreakers, delays in ownership approval (Missouri Independent) METAL MOMENT This week, the RevCyberTrucker brings us Butcher Babies' Lost In Your Touch. Follow along with his shenanigans @SirRevCyberTrucker@noauthority.social ON CHAIN, OFF CHAIN, COCAINE, SHITSTAIN Clark Moody Dashboard AI models prefer Bitcoin over fiat, stablecoins (Yahoo Finance) Steak n' Shake sparks online debate with 21-cent Bitcoin bonus for workers (FOX) American Bitcoin boosts mining capacity, adds 11,298 ASIC miners (CoinDesk) Texas' $10 million BTC investment slips into the red amid crypto price dive (Dallas News) Bitcoin supply approaching 20 million: the final million will take another 114 years to mine (CoinDesk) FUCK IT, DUDE. LET'S GO BOWLING! Sam Toucan caught alive in northwest Las Vegas (FOX) Alleged getaway driver arrested after gunmen steal $116K in Pokemon cards from Manhattan Poke Court (Dexerto) Japanese people are meditating inside coffins (New York Post) Atlanta-area police blast parents over vodka martini packed in school lunch (FOX) Monkey found in St. Louis-area garage (KSDK) India's top court angry after junior judge cites fake AI-generated orders (BBC) Florida company seeks court order requiring city to remove historic black graves under their office building (Central Florida Substack) For months, callers to Oregon Licensing who pressed 2 for Spanish got an AI bot that spoke English "with a strong Spanish accent" (Oregon Live) Tour guide arrested after drawing stick figure on 4,000-year-old pyramid (AOL) Florida man destroys Chinese restaurant with shovel, claimed to be prophet ending new COVID strain (FOX)

Energy News Beat Podcast
Coal Saved The Grid in Winter Storm Fern, and Can the Board of Peace replace the UN?

Energy News Beat Podcast

Play Episode Listen Later Feb 19, 2026 27:32


On this edition of the Energy News Beat Stand Up, we cover some great stories, and at the top of the list is that Coal saved the grid and lives during Winter Storm Fern. But it raises a bigger question: we need to reprice electricity in the United States so wind and solar pay their fair share for grid resilience. We also have to ask the question. Can the "Board of Peace Replace the UN?" I, for one, would like to be 100% out of the UN, says Stu. **1. Coal's Critical Role in Grid Stability**The discussion emphasizes how coal power was essential during Winter Storm Fern, delivering 20 times more electricity than solar and batteries during peak demand. This highlights coal's irreplaceable value as a reliable backup during extreme weather emergencies.**2. U.S. Electricity Market Pricing & Dispatch Issues**The transcript critiques the current system for prioritizing renewable energy based solely on low marginal costs, while ignoring intermittency and backup needs. There's an argument for a more balanced approach that factors in full life-cycle costs and resilience considerations.**3. UN Replacement with a "Board of Peace"**A discussion about potentially replacing the United Nations with a more streamlined alternative organization, citing concerns about the UN's effectiveness and funding costs, with implications for U.S. involvement.**4. California's Energy Crisis**The conversation addresses California's energy challenges attributed to Governor Newsom's policies, and explores potential solutions like the Western Gateway Pipeline project to reduce the state's energy import dependency.**5. U.S. Withdrawal Threat from the International Energy Agency (IEA)**The transcript covers the Secretary of Energy's threat to withdraw from the IEA, criticizing it for prioritizing climate advocacy over energy security and suggesting this could reshape global energy policy.**6. Energy Company Financial Performance**Analysis of earnings, production guidance, and stock performance for major energy companies, including EQT, Liberty Energy, Exxon Mobil, Chevron, and Kinder Morgan.1.Coal Kept the Grid Alive During Winter Storm Fern2.Can the Board of Peace Fully Replace the UN?3.California's National Security Crisis Has a Solution4.U.S. Threatens to Quit IEA Over Green Energy Advocacy5.EQT Expecting $1B Windfall on Winter Storm Gas Price Rally6.EIA: US Crude Inventories Drawn Down as Demand Increases7.Newsom Cutting Clean Energy Deals with the U.K. Sparks Comments from President TrumpWe are ranked #1 in the US for Energy Podcasts and #4 globally. https://www.millionpodcasts.com/energy-podcasts/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.Check out The Energy News Beat Website: https://energynewsbeat.co/Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Tre smarta om börsen
32. Rapporter, AI-frossa och aktuella aktietips

Tre smarta om börsen

Play Episode Listen Later Feb 14, 2026 20:03


Boksluten och säsongen för utdelningsbesked är över oss och vi går igenom de stora kursrörelserna vi sett i många aktier. Dessutom vad vi tror om börsen under våren och resten av 2026.Aktierna vi nämner i podden är i tur och ordning Ericsson, Lagercrantz, Electrolux, Securitas, NCC, Billerud, Volvo Cars, ABB, Nvidia, Vitrolife, Bure, Mycronic, EQT, Avanza, Nordnet, Karnov, Diös, Castellum, Intea, Nordea, Veteranpoolen, IPC, Meren Energy, Shamaran, AkerBP, Vår Energi och Skolon. Börspanelens alla sajter hittar du här:shows.acast.com/tresmarta/aboutHernhag.seBorspsykologen.seSternersforlag.se Hosted on Acast. See acast.com/privacy for more information.

rose bros podcast
#265: Toby Rice (EQT) - How EQT Grew To 1 Million BOE/D

rose bros podcast

Play Episode Listen Later Feb 12, 2026 61:59


Greetings, and welcome back to the podcast.This episode we are joined by Mr. Toby Rice - CEO of EQT - a NYSE listed energy company with a market cap of ~$35 billion. Toby Rice was named President and Chief Executive Officer in July 2019, when he was also elected to EQT's Board of Directors. Since May 2018, Toby has served as a Partner at Rice Investment Group, a multi-strategy fund investing in all verticals of the oil and gas sector.From October 2013 until its acquisition by EQT in November 2017, Toby was President, Chief Operating Officer and a member of the Board of Directors of Rice Energy. Previously, he served in a number of positions with Rice Energy, its affiliates and predecessor entities beginning in February 2007, including President and Chief Executive Officer of a predecessor entity from February 2008 through September 2013. Among other things we learned about How EQT Grew To 1 Million BOE/D. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsAmbyintJSGBidell Gas CompressionAstro Oilfield Rentals Support the show

Fill or Kill
Avsnitt 567 - Man måste våga för att vinna

Fill or Kill

Play Episode Listen Later Feb 10, 2026 44:12


Dagens ämnen: 0:00 Intro 3:57 Rapporter - Nelly, Lyko m. fl 15:02 EQT och SaaS 24:26 Spotify 26:17 Mag 7 32:32 Hims och Novo 34:36 Index och olja 36:38 Evo och dataspelsbranschen 40:53 Uran 42:46 Veckans Fill or Kill   www.instagram.com/fillorkillpodden   Tack RoboMarkets! http://gorobo.pro/2aue   @RoboMarketsSE Tack @avanzabank! www.avanza.se 

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Feb 01 '26 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Feb 1, 2026 68:24


On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a down week on Wall Street; President Trump's selection of Kevin Warsh to replace Jay Powell as the Federal Reserve chairman; after two decades of negotiations, the EU and India strike a trade deal that encompasses some 2 billion people; after threatening Canada with 100 percent tariffs if it makes a deal with China, Trump warned Britain against drawing close to Beijing as Prime Minister Sir Keir Starmer visited the Chinese capital to reset relations and boost trade ties; the president's call to decertify the Bombardier Global Express business jet and impose a 50 percent tariff on the planes after falsely accusing Ottawa of failing to certify US-made Gulfstream aircraft; the new Dutch government's “freedom tax” to boost defense spending; France rejects Eutelsat's planned sale of its ground antennae business to the private equity firm EQT as Paris tells government employees to stop using Zoom in favor of European systems; French IT firm CapGemini's decision to sell its US unit — CapGemini Government Solutions — for working for ICE and a lack of transparency into the American subsidiary's operations; Boeing, Crane, Hexcel, L3Harris, Northrop Grumman, and Textron report earnings; and Boeing reveals another $600 million charge on its KC-46 Pegasus tanker aircraft for the US Air Force.

Talkline with Hoppy Kercheval
Talkline | Jan. 27, 2026

Talkline with Hoppy Kercheval

Play Episode Listen Later Jan 27, 2026 93:40 Transcription Available


Steven Allen Adams, of Ogden Newspapers, drops by. Mon County Del. Geno Chiarelli discusses a pair of bills dealing with economic development. Toby Rice, CEO of EQT, explains what it takes to keep energy flowing during the extreme cold. Brad McElhinny has the latest from the state capitol on Day 14 of the Legislative Session. 

ceo legislative session eqt talkline brad mcelhinny
CNBC’s “Money Movers”
Tech Firms Paying for Increasing Power Bills? Largest U.S. Nat Gas Producer, AI Eating Software 1/16/26

CNBC’s “Money Movers”

Play Episode Listen Later Jan 16, 2026 42:56


The White House looking to strike a deal to curb the impact of AI demand on power prices. The CEO of EQT, the largest nat gas producer in the U.S. joins to explain the increase in demand. Then AI is still eating software. A top wall street analyst with a warning about further downside pressure. He lays out the names to avoid.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Unstoppable Mindset
Episode 404 – Being Unstoppable Through Change, Creativity, and Lifelong Learning with Mary Dunn and Natalie Belin

Unstoppable Mindset

Play Episode Listen Later Jan 9, 2026 66:44


I really enjoyed this conversation with Natalie and her mother, Mary, because it reminded me how an unstoppable mindset is often built quietly, over time, through creativity, learning, and persistence. Together, they share what it has been like to navigate life across generations while facing learning disabilities, health challenges, workplace adversity, and the constant need to adapt. We talk about Natalie's journey with attention deficit disorder and anxiety, how creative outlets like baking, art, music, and storytelling helped her find focus and confidence, and why returning to school later in life became an act of self-trust rather than fear. Mary's story adds another powerful layer. She reflects on growing up with low self-esteem, navigating male-dominated workplaces, and dealing with sexual harassment long before there were systems in place to address it. As a mother, artist, and professional, she shares what it means to keep moving forward while supporting her daughter's growth. Throughout our conversation, we explore accessibility, creative entrepreneurship, lifelong learning, and why accommodations and understanding still matter. I believe you will find this episode both honest and encouraging, especially if your own path has been anything but linear. Highlights: 00:00 – Hear how creativity and resilience shaped an unstoppable mindset across two generations.08:35 – Learn how attention deficit disorder and anxiety changed the way focus, learning, and confidence developed.14:33 – Discover why stepping away from a demanding career can open the door to new growth.21:23 – Understand how workplace sexual harassment leaves lasting effects long after it happens.35:16 – See why protecting and celebrating local artists became a personal mission.59:09 – Learn why accessibility, accommodations, and empathy still matter in everyday life. About the Guest: Mary Dunn: Mary was born and raised in Pittsburgh, PA.  She was the only child of Norman and Lucille Rump.  At a young age, she liked to draw and as she grew older she enjoyed painting.  Her first painting was in oil and Mary was eleven years old.  However, because of the expense of art supplies, it was difficult to pursue a continuous endeavor in that particular form of art. While in high school, nothing really exciting happened as Mary was on the shy side.  She didn't belong to any groups and she really just wanted to graduate.  She graduated in the upper third of her class.  The most momentous part of the graduation was that Jeff Goldblum was also a graduate of her class. After graduation, Mary continued her education at The Pittsburgh Beauty Academy.  There she studied cosmetology and acquired a teacher license.  Although she never taught, she did work at a few different shops and also managed a shop.  These experiences helped Mary to become less shy. At that time, she met her first husband and had two children.  The marriage lasted for eleven years, and Mary was left with two small children.  Mary realized that her background in cosmetology would not be sufficient to raise two small children. She decided to go to college. With the support of her parents, she was accepted to attend Carlow College which is now Carlow University.  There she studied business and minored in theology.  She almost minored in art, but she needed one more credit to have that as a minor.  It was important for her to graduate in order to take care of her children.  While in college she belonged to several organizations.  One organization was an honor society called Delta Epsilon Sigma.  There she became an assistant chair of the organization.  The second organization was OASIS.  The organization was for non-tradition students.  She was vice-president during her senior year at Carlow.  She graduated in 1991 cum laude. After Carlow, she found her first employment opportunity working the Equitable Gas Company as a “Technical Fieldman”.  In this position, Mary would draft pipeline installations, work up costs for those installations, and fill in for supervisors when they went on vacations.  The job was difficult as it had usually been filled by men prior to her.  She was thrust into a job that she learned on her own and was subject to sexual harassment.   At that time, sexual harassment was not spoken about.  Mary didn't even realize that her peers were doing these things to her.  When she supervised union personnel, they were nice and valued her expertise.  However, when she returned to the office, more harassment continued. During that period, Mary decided to get a Master's Degree and enrolled in Carnegie Mellon's Heinz school of Public Management.  Her classes were very valuable as she learned about leadership, information systems, and marketing communications.  She graduated in 1996 with distinction.  Even though after she graduated from CMU, she continued to be sexual harassed.  She thought it might be a good idea to document the issues that made her position difficult.  She began to take notes on these incidents.  When she went to Human Resources, Mary was told that she should confront these people and tell them how she was feeling.  Mary couldn't do that because she felt it would make matters worse.  She applied for another position within the company.  In 1997, Mary became Program Manager of Energy Technology. While there, Mary developed and implemented a marketing plan to promote the use of alternative fuels.  As a Program Manager, Mary became a member of Pittsburgh Region Clean Cities which focused on alternative fueled vehicles.  During this time, she became a board member and focused on grants and wrote the Pittsburgh Region Clean Cities Newsletter. In 1999, her position was eliminated at Equitable.  In some ways, Mary was relieved about the elimination, but in other ways, it was the first time this ever happened to her.  She was now remarried and was concerned about her children. It was very scary. Thankfully, Mary was not unemployed for long.  She was hired at Southwestern Pennsylvania Commission as a Transportation Planner.  In this position she implemented a newly designed client tracking system of their products and services that helped to increase revenue. Additionally, she worked on a communication plan to implement branding and crisis communications. Eventually, Mary became a Marketing/Communication Specialist for Southwestern Pennsylvania Communications.  She was responsible for multi-media communications connected with branding. Mary designed logos for special projects, arranged special affairs, open houses and conferences.  She remained a part of Pittsburgh Region Clean Cities.   Mary additionally prepared presentations for executive management to deliver regarding the Joseph A. James Memorial Excellence in Local Government Achievement Award that recognizes a municipal government elected or appointed official in any local government, agency, or Council of Government for a lifetime of exemplary governance or management. Unfortunately, a new Executive was hired to replace the past Executive who had passed away.  Because of this, our whole department was eliminated. After Southwestern, Mary was hired as the Manager of Administration and Human Resources for THE PROGRAM for Female Offenders.  While at THE PROGRAM, Mary was responsible for maintaining the policies and daily operations in THE PROGRAM.  She implemented a cost effective foodservice program, introduced staff ID cards and implemented the Windows NT network server and computer security using a Digital Subscriber Line which is a type of high-speed internet connection that uses existing copper telephone lines to provide internet access to three PROGRAM facilities. Additionally, Mary implemented a human resource database for directors and managers that targeted specific employment information. Mary maintained safety equipment and introduced a safe evacuation plan for her building.. Unfortunately, because THE PROGRAM was grant based and when it was time to acquire grant money much of the previous grants were not renewed and Mary lost her job.  Mary eventually was hired by Roach and Associates, Inc. as a Project Manager. In this position, she negotiated oil and gas leases for exploration and productions of future gas wells in Clearfield County Pennsylvania.  During this time, Mary was responsible for permitting activities with the state, county and federal agencies as well as prepared training seminars to meet pipeline safety regulations as per U.S. Department of Transportation, CFR49, Parts 192-193. Mary authored documentation regarding pipeline regulations for various housing authorities and gas production companies within Pennsylvania, West Virginia and New York.  Besides working at Roach, Mary became part of the Transition Team for Peduto for Mayor of Pittsburgh.  That was such a memorable experience as my team focused on some of the issues facing the newly elected Mayor. It was nice to be a part of change. After working ten years at Roach and Associates, Inc., Mary decided it was time to retire in 2015. While working at Roach, Mary began dabbling in art again.  It had been quite a while since college and painting.  But she began to work in pastels and eventually more in the line of acrylic painting.  She became president of the Pittsburgh Pastel Artist League.  She no longer is president of that group.  Mary now belongs to the Pittsburgh Society of Artists where she was juried into the group.  She has had her work display at The Galaxie in Chicago,  Pittsburgh Technical Institute, Monroeville Library, Gallery Sim, Boxheart Gallery, Southern Allegheny Museum of Art, Saville Gallery in Maryland and various other galleries around Pittsburgh.  Her Study in Pastels won an Award of Excellence from Southern Allegheny Museum of Art.  Mary also came in second place in the Jerry's Artarama Faber Castel Contest. As time went on, Mary decided to focus more on her art work and began teaching students how to paint with Acrylic.  She also began a YouTube channel, Pittsburgh Artist Studio, where she gave free art lessons in acrylic to future artists around the country.  Unfortunately, Mary developed chronic back issues, and she had to give up her teaching.  She has had two back operations to alleviate the pain, but the second operation really didn't help.  It has caused more painful issues.  Therefore, it is difficult for her to paint a long period of time.  Currently, Mary devotes her time to illustrating her oldest daughter's books for children.  The books are a series about a little boy's adventures in his life.  Her books can be found on Amazon under her name “Nicole Leckenby”.  Additionally, she has illustrated a book for her younger daughter, Natalie Sebula, entitled “The Many Colors of Natalie”. In conclusion, now that Mary is retired, she has had more time to work on different art projects a little at a time.  She lives with her husband Steve and two dogs Grumpy and Sally.  She belongs to a group of wonderful women who review Bible Psalms each week. Since my minor in theology, I do enjoy reading various books on different religious subjects.  I am thankful for each day that I have and continue to work on the gifts God has given me. Natalie Belin: I am focusing on the arts. I am a creator with an ambitious attitude. I have no problem thinking BIG and dreaming BIG. While everyone else stays inside the lines, I boldly color outside the lines. Natalie resides near Pittsburgh, PA. She is 40 years old and loves adventures. Within these 40 years Natalie has experienced highs and lows. However, during the low points she was like water: adaptable, resilient, and always finding a way through. At toddler age, it was brought to the attention that she had high pressure in her eyes. However, nothing was really done about it because of her age. Typically, high pressures occur in older adults. After many years, one eye doctor took it seriously.  He prescribed eye drops and finally recommended a laser technique to open the tear ducts.  This alleviated the high pressure and since no eye drops have been needed. In 5 grade, she was diagnosed with attention deficit disorder. Her mother, Mary Dunn advocated for her until someone listened, and her teachers realized it was a real problem. Steps were taken to help Natalie focus more.  As she grew older, it was important to do activities that helped her focus such as cheerleading and possible careers in culinary. Because of the importance of focusing, Natalie decided that culinary arts would be beneficial.  Natalie graduated in October of 2004 from the Pennsylvania Culinary Institute with an associate's degree in Specialized Technology Le Cordon Bleu Program in Patisserie & Baking.  While there, she was elected class president. The Pennsylvania Culinary Institute offered externships to various prestigious areas to hone the craft.  Natalie's externship was at the Greenbrier Resort in White Sulpher Springs where she was ultimately hired. However, Natalie decided to return to Pittsburgh after a car accident. Natalie continued to work as a pastry chef for about five years. After, she decided to further her education, and Natalie graduated in December of 2023 from the University of Pittsburgh with a Bachelor of Arts in Humanities. Some of her academic achievements are National Society of Collegiate Scholars, National Society of Leadership and Success, Alpha Sigma lambda-Alpha Chi Chapter at the University of Pittsburgh, Delta Alpha PI Honor Society. During her academic life, Natalie became an Emmy nominated producer for Pitt to the Point (a class focusing on the news as well as behind the scenes of a news/magazine program that covers the City of Pittsburgh, the University of Pittsburgh regional campuses as well as national and international events.) Currently, Natalie is in a Graduate Certification Program which is also at the University of Pittsburgh. The Certification is in Sports, Entertainment, and Arts Law (SEAL). She hopes to use this program as a steppingstone to complete her master's degree in Sports, Entertainment, and Arts Law. In addition to the SEAL certification, one could say that Natalie is a woman of many colors.  She works full-time as an Administrator for the Rehabilitation Science Program in the School of Health and Rehabilitation Sciences at the University of Pittsburgh. This is where she provides administrative support for general program management, advising and faculty. Another aspect of Natalie's many colors is writing.  Several years ago, she wrote a poetry book called The Many Colors of Natalie. This is a book for 18+. There are several illustrations in the book that complement the poems. Mary Dunn, Natalie's mother, created the illustrations. In August of 2020, Natalie launched The Many Colors of Natalie Blog. She started this blog to give a new perspective to Pittsburgh other than being known for sports. This allows individuals the ability to educate themselves on different variations of Pittsburgh's art or artists as well as bringing awareness to the art scene. Natalie's motto is Love Art & Support Your Local Artist! Additionally, Natalie has been a model/actor since 2012. Most of her work consists of being an extra in various music videos and movies. Furthermore, she is an ambassador for Ambassador Sunglasses and Just Strong Clothing. Just Strong Clothing's Mission “We are a clothing brand on a mission to empower those who are not just strong for a girl, they are just strong. Whether you are an experienced lifter, a new starter or have simply overcome great adversaries in your life, the JustStrong community are here to empower and motivate you to never give up.” “Ambassador was formed to extract, refine, and exhibit the marriage between what was and what will be in fashion culture. When wearing Ambassador, you break the mold of the mundane to embrace your unmatched individualism.” Besides being an ambassador, Natalie became a Creative Percussion Artist in 2020. “Creative Percussion is a family-owned business, established in 2018, and run by husband-and-wife team, Kevin and Cheri Feeney.” Her picture is on the site as a CP percussion artist. Not only is Natalie a musician, but she dabbles in various mediums in art. Her mixed media piece Peace, Love, and Woodstock is currently in the Woodstock Museum located in Saugerties, New York. “The purpose for the Woodstock Museum is: To gather, display, disseminate and develop the concept and reality of Woodstock, encompassing the culture and history of a living colony of the arts, with special emphasis placed on the exhibition of self-sustaining ecological technologies. To encourage and increase public awareness of Woodstock by providing information to the general public through cultural events, displays of artifacts, outreach programs, communication media events and personal experiences, and to contribute, as an international attraction, to the cultural life and prosperity of our region; and to engage in all lawful activities in pursuit of the foregoing purposes.” Lastly, Natalie and her mother Mary Dunn started a side hustle several years ago. Mother and Daughter Collaboration (vending show name) is a great opportunity for Natalie to showcase her entrepreneurial skills in addition to her art. Their Etsy name is Maker's Collab Studio. In conclusion, Nat is excited for the future, and to see what is in store. She considers herself to be dynamic and resilient. Even those who know Natalie would say the same.  Regardless of what she has been through, she keeps going. She realizes that the tough times eventually do end. In self-reflection, the “tough time” may have been a life lesson, or a possible steppingstone to what's next in her life. Only time will tell. Natalie will always be a supporter of the arts, and she will always create in some way. As Natalie ages, she sees the importance of advocating for the disabled. At one point in her life, she was embarrassed about sharing her learning disability because she felt that we live in a society where having a disability isn't necessarily welcomed and is frowned upon. Do not fear individuals who need special accommodations.  Instead, educate yourself. Try being that individual who needs certain accommodations, and the accommodations are not provided or easily accessible. Progress has been made in educating the ignorant. However, there is more work that needs to be done. Ways to connect with Natalie & Mary**:** Blog website: Home - The Many Colors of Natalie Personal website: Home | natalie-sebula-belin Book of poetry: The Many Colors of Natalie: Written by: Natalie Belin - Kindle edition by Dunn, Mary, Leckenby, Nicole, Merlin, Grace, Palmieri, David. Literature & Fiction Kindle eBooks @ Amazon.com. Facebook: (1) Facebook Instagram: Natalie Sebula (@themanycolorsofnatalie) • Instagram photos and videos Etsy: MakersCollabStudio - Etsy About the Host: Michael Hingson is a New York Times best-selling author, international lecturer, and Chief Vision Officer for accessiBe. Michael, blind since birth, survived the 9/11 attacks with the help of his guide dog Roselle. This story is the subject of his best-selling book, Thunder Dog. Michael gives over 100 presentations around the world each year speaking to influential groups such as Exxon Mobile, AT&T, Federal Express, Scripps College, Rutgers University, Children's Hospital, and the American Red Cross just to name a few. He is Ambassador for the National Braille Literacy Campaign for the National Federation of the Blind and also serves as Ambassador for the American Humane Association's 2012 Hero Dog Awards. https://michaelhingson.com https://www.facebook.com/michael.hingson.author.speaker/ https://twitter.com/mhingson https://www.youtube.com/user/mhingson https://www.linkedin.com/in/michaelhingson/ accessiBe Links https://accessibe.com/ https://www.youtube.com/c/accessiBe https://www.linkedin.com/company/accessibe/mycompany/ https://www.facebook.com/accessibe/ Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can subscribe in your favorite podcast app. You can also support our podcast through our tip jar https://tips.pinecast.com/jar/unstoppable-mindset . Leave us an Apple Podcasts review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts. Transcription Notes: Michael Hingson  00:00 Access Cast and accessiBe Initiative presents Unstoppable Mindset. The podcast where inclusion, diversity and the unexpected meet. Hi, I'm Michael Hingson, Chief Vision Officer for accessiBe and the author of the number one New York Times bestselling book, Thunder dog, the story of a blind man, his guide dog and the triumph of trust. Thanks for joining me on my podcast as we explore our own blinding fears of inclusion unacceptance and our resistance to change. We will discover the idea that no matter the situation, or the people we encounter, our own fears, and prejudices often are our strongest barriers to moving forward. The unstoppable mindset podcast is sponsored by accessiBe, that's a c c e s s i capital B e. Visit www.accessibe.com to learn how you can make your website accessible for persons with disabilities. And to help make the internet fully inclusive by the year 2025. Glad you dropped by we're happy to meet you and to have you here with us. Michael Hingson  01:21 Hi everyone, and welcome to another edition of unstoppable mindset. We're doing something that we've done a few times before, and we get to do it again today. We have two people as guests on unstoppable mindset this time, mother and daughter, and that'll be kind of fun they have, between them, lots of experiences in art, but in all sorts of other kinds of things as well. They live in the Pittsburgh, Pennsylvania area, and I'm not going to say a whole lot more, because I want them to tell their stories. So I want you to meet Natalie bellen and her mother, Mary Dunn. So Natalie and Mary, both of you, welcome to unstoppable mindset. We're glad you're here. Natalie Belin & Mary Dunn  02:03 Well, thank you for Natalie Belin & Mary Dunn  02:03 having us. Yes, we're happy to be here. Thank you. Michael Hingson  02:06 Well, let's see. We'll start with mom. Why don't you tell us something about the early Mary growing up, and you know what? What life was like growing up? Natalie Belin & Mary Dunn  02:18 Well, growing up, I was born in Pittsburgh. I was actually born on in the south side of Pittsburgh, and it was called St Joseph Hospital, and now it's an apartment building, but we lived here. I've lived here all my life. I lived in Hazelwood until I was about the age of three. Then we moved to Whitaker, Pennsylvania, and now I'm in West Mifflin, Pennsylvania. So it's like we hopped around a bit. Growing up in my family was a little bit difficult. I had been bullied quite a bit by my cousins, so it kind of like left you know how it does with bullying. You know, it's not like today. Of course, I didn't want to go out and do something terrible to myself. It's just that it left my self esteem very low, and I just kind of stayed and was by myself most of the time. So until I grew up, I graduated from high school, I went to West Midland, North High School, I graduated in the same class as Jeff Goldblum. Although I didn't know him, I knew that he was very talented. I thought he was more talented on a piano than he was with acting, but he is still he's still very good with the piano, with his jazz music, and that's basically it. I've been in West Mifflin now for she's been quite a bit Natalie Belin & Mary Dunn  03:49 since I was in seventh grade, and now I'm 40 years old, so we've been here a long time. Michael Hingson  03:54 Yeah, so it's sort of like 3027 years or so, or 28 years? Yes, well, Natalie, tell us about you when it was like growing up in and all of that. Sure. Natalie Belin & Mary Dunn  04:08 No problem. So I grew up in Whitaker for the most part, my yearly eight years, like until about fifth grade, I guess about like fifth grade, and then we moved, well, we just moved to a different house and whatever. Yeah, that when we moved for the second time, it was more in a neighborhood with kids, so that was, like, a lot more fun. And we played like tag and all that. So that my early years, I remember that like playing tags, swimming, I love, like skiing on the water, jet skis, stuff like that. Definitely. I loved running around. And I loved dance as a kid too, that was a lot of fun. Michael Hingson  05:00 Okay, and so you went to high school? Natalie Belin & Mary Dunn  05:05 Oh, yeah, I went, Yes. I went to West Midland area high school, and I graduated in 2003 in 2004 I graduated from the Pennsylvania Culinary Institute as a pastry chef and part of the things that I had to do to graduate, I had to do, like, about a six month internship where I resided in white sulfur springs, West Virginia, and I got to do my externship at the Greenbrier, and that was pretty exciting, because it has quite the history. There. People love it there for Well, one of the things that sticks in my mind is Dorothy Draper, who decorated that resort. Her taste is very cool, because she went bold, like with flower print and stripes mixed together for wallpaper. There's stories in history behind the sulfur water there. And then most people might know the Greenbrier for their golf courses, for the golf course actually, or in history about the sulfur water Michael Hingson  06:26 now, you had high eye pressure for a while after you were born, right? Natalie Belin & Mary Dunn  06:31 Oh, yes, the eye pressures. That's quite the story, let me tell you so at a very young age, like different doctors and eye doctors that I went to. They knew that I had high pressures, but they didn't seem like it was a big issue. But my mom had the inkling that I needed to go to a different doctor when I was like, I guess you Middle School, Michael Hingson  06:58 yeah, yeah, you were about now, was there a lot of pain because of the pressure. Natalie Belin & Mary Dunn  07:02 I didn't even know was happening, so I wasn't in discomfort or anything. So they said, don't they kind of dismissed it. So I wasn't worried about it, Natalie Belin & Mary Dunn  07:14 Neither was I. But you know, like eventually we did go to a doctor and he said, Oh, my goodness, you have these high pressures. And it's, it could be like glaucoma. We don't ever see that in a young person, you know, they haven't ever seen anything like that. He was just amazed by it. And go ahead, you can finish this. Natalie Belin & Mary Dunn  07:36 Dr Al, I have so much respect for him, because he truly took care of my eyes for a very long time. I started seeing him in middle school, and I saw him up until, like my late 30s, and he I would see him quite frequently, because he would always monitor those pressures, because he knew the importance of that and how they could damage my eyes and I can lose my sight. So he always had me do like fields test eye pressure checks, because your pressures in your eyes can fluctuate throughout the day. So I would come in in like different times of the day to make sure they're not super high and stuff like that. He would prescribe me on different eye pressure medications like eye drops, because the they like the eye drops would help my eyes to it to regulate the pressures to a certain point, and then my eyes would get used to them, it seemed like, so then we would have to go to a different prescription. I caused that doctor a lot of stress, I think, because he was always thinking about my case, because it was so rare. And he went to a conference, actually, and brought that up at a conference, and at that conference, they said for me to get the laser, laser procedure done to Natalie Belin & Mary Dunn  09:10 open the tear ducts. Natalie Belin & Mary Dunn  09:12 Yeah, yeah. And luckily, that solved it. Michael Hingson  09:18 Wow, so you so the the tear ducts were, were small or not draining properly, correct? Natalie Belin & Mary Dunn  09:26 Yeah, it was points where, like, if I wanted to cry, no tears would come Michael Hingson  09:31 out, no tears would come out. Well, yeah, yeah. Then you also discovered, or somehow you you learned about being Attention Deficit Disorder. Natalie Belin & Mary Dunn  09:45 Yeah, so, um, when I was from like one or like, from kindergarten to third grade, I went to a Catholic school, and I didn't seem like there was anything. Being really wrong. But then when I went to a public school, I was really having a hard time grasping the material, and I would get really frustrated when I was at home trying to do the homework and I just wasn't understanding. I believe the educators there said like I was also behind, which could have been part of the issue. But my mom would like try to help me with my homework, and it was like Natalie Belin & Mary Dunn  10:28 it was hard. She would, she would get so frustrated and throw the papers and just, you know it, because it was very difficult for her, and we really couldn't under I couldn't understand why. You know this was happening, because my, my other daughter, I never had issues like that with so we had, I guess we were told to go. Natalie Belin & Mary Dunn  10:53 I think that was Miss Lenz in fifth grade. Yeah, she had me get tested for a learning disability, and with all the testing that was done with that, they said that I had attention deficit disorder. So whenever that diagnosis was made, I was able to get like teacher teaching aids to help me through tests to help me understand the curriculum a little bit better. Tutors did the counselor Natalie Belin & Mary Dunn  11:28 I well they I did take her to get tested outside of school, and that's they actually told me some things that could help her with this. And then I went to the teachers, and the teachers, some of them, didn't, like, actually take this into consideration. They, they didn't really realize attention deficit disorder at that time. It was new. And so they, they kind of said, well, we don't, we don't believe in that or whatever. And I said, Well, can you just have her, like, sit up front, because she would pay attention more and she would focus better, because that's the problem she couldn't focus on. So it took a while, and then finally, the principal in the fifth grade, he had a meeting with the teachers us, and he actually was the one who brought that to their attention, that this is a problem, that attention disorder, you know, does occur, and some of it is hyper, just hyperactive disorder. So it luckily she didn't have that part of it, but it was the focusing, and we just got her more involved in things that she could learn how to focus. They recommended cheerleading, they recommended culinary school, and I think that really helped her to learn more on focusing. But she still has anxieties and things like that. It's still Michael Hingson  13:03 it's still there. So why culinary school? Natalie Belin & Mary Dunn  13:07 So that is such a fun question. When my grandma used to watch me, she was very particular on what I was like watching. She didn't want me to watch anything like super crazy or out there. So I would always watch cooking shows, and I thought he was so unique, the different recipes and everything that these chefs were making. And I love some of their personalities, like emerald, he was always so hyper and loud, so fun. And it was interesting to see the different types of foods that they were creating that, like certain countries make. You know, I love Spanish food. It's so good. Natalie Belin & Mary Dunn  13:55 She decided not to even get into that part. That was the thing. She wanted to be a pastry chef, yeah, Michael Hingson  14:02 something to be said for chocolate chip cookies. But anyway, go ahead. Natalie Belin & Mary Dunn  14:07 Yeah, she makes a good one, too. At Natalie Belin & Mary Dunn  14:10 this point, I don't even know why. What drew me to baking more than culinary I think the two different styles are cooking are very interesting, because like with cooking, you don't have to be so exact with the measurements and everything with certain things like the spices and stuff. If you don't like rosemary, you don't have to put it in there. But with baking, it's definitely more scientific. Have to be more accurate with the measurements of certain ingredients, like baking soda, because it's lavender and like, altitude will totally screw up your baking Yes, so many reasons that elevation is so important. So yeah, so Natalie Belin & Mary Dunn  14:59 mine's to it. Or whatever, you know? Yeah, Michael Hingson  15:01 so you went and did an externship, and then what did you do? Natalie Belin & Mary Dunn  15:06 So with the externship, I was there for a little bit over six months, I was officially hired, and I graduated from culinary school, but, um, I got in a car accident. So that's like, why left? So I was in baking professionally for about a total five years, and then I went back to school. Sorry, that's grumpy. Can you hear him barking? 15:36 I'm sorry. I'll go. No, no, it's fine. Michael Hingson  15:41 So why did you leave culinary? Natalie Belin & Mary Dunn  15:43 Um, I was just ready for a change. Because I started working professionally when I was like 19, so by my mid 20s, I was just ready to go back. I mean, that is a very demanding field. You're working several hours. Um, you're working with all types of personalities, certain pressures, long days sometimes. And I was just ready to see what else was out there for me. Michael Hingson  16:12 So you went back to school to study, Natalie Belin & Mary Dunn  16:15 yes, so my when I graduated in 2023 with my undergraduate degree, it was in humanities, and it focused on three areas of art, music, studio, arts and theater. The main focus was theater, okay? Michael Hingson  16:39 And so, what did you do with that? Natalie Belin & Mary Dunn  16:42 So with that degree, I did several different things. I wrote a poetry book, which I provided a link so people can access if they would like to purchase it. I created a blog in 2020 called the many colors of Natalie, and I created a blog to help bring a different perspective to Pittsburgh, other than just it being a city for sports, because there's a lot of talented artists out there, and plus, like during a pandemic, that caused a lot of strain on a lot of things, and I was really worried about certain venues that were iconic here closing and completely wiping out the whole art industry here, you know. So, um, with that too, I also, um, I was doing music at the time as a percussionist, and that's when I got introduced to creative percussion products, and I was using that with the different performances that I was doing. And I ended up being one of their artists featured on their page, website or website, yeah. Okay, yeah, and I also volunteered at a local dance studio called Lisa de gorrios dance, and I got to work with the younger kids, and I did that for a couple years. So that was interesting to see what it was like to teach and put on performances. It's a lot of you get to see the behind the scenes and time management and stuff like that. Also, I'm thinking here for a second, sorry. How about, oh, we, my mom and I created an Etsy shop. So we started a few years ago, called Mother Daughter collaboration, a vending that was like our vending show name, and we did that for Natalie Belin & Mary Dunn  18:56 we've been doing that for a while. Yeah, we, we put different products up. I kind of tend to do my artwork, and she puts up some things also in art, we have, we have interesting things like CD, telephone, covers, cases, purses, you know. And we're working on a new product now to to put on to the Etsy shop this year. We didn't do many vending shows. I had surgery last last year on my back, and I had a hard time recovering because it was pretty expensive. So we're hoping to get that going again this year, or towards the end of the year, when the Christmas shows start happening, Natalie Belin & Mary Dunn  19:47 we did, um, create an Etsy shop called makers collab studio, and we were focusing more on that this year. Um, so we do have, like, a variety of different products. Um. Um, which I also provided the link to the Etsy shop. If anybody wants to check out our products and what we have, that'd be great if you stop checked out that. Michael Hingson  20:11 Yeah, my late my late wife, was a quilter and tried to run an Etsy shop, but people didn't want to pay any kind of real prices for handmade quilts, because they just thought that quilts should be, like, 50 or $75 and that just wasn't realistic. Natalie Belin & Mary Dunn  20:30 But, well, that's, that's the trouble. What we're seeing also, yeah, we do, I do, like, we do t shirts and things like that too. But people it. I don't think people realize what's behind the whole process. No, or they don't care. No, you know, I mean, there's a lot involved as far as your equipment. When it was covid, I was, well, I'm retired, but I was working part time, and I was able to, you know, get what is it, you know, workers, whatever, yeah, you know, yes. And with that money, I actually bought like things to do, T shirts, like the heat press and different parts to like a cricket that we can do things with. And so, you know, like the things that you know, you still have to buy supplies, even with my artwork, it's so expensive anymore, when I first started back in, you know, when my kids grew up and they were on their own, where I really focused on it, and I can't believe the expense of it. You know, it's just, it's everything's expensive these days. So, yeah, really watch what you're doing and how you approach it too. You know, you can't spend a lot of money on things. We don't have, like, a whole backlog of products. I mean, we just do a few things and hope that the things that we make are sellers, you know, Michael Hingson  22:05 yeah, well, and I hope it, it can is more successful for you going forward. That's a useful thing. You You've done a lot Mary with with art over the years, but you've also had other, other kinds of jobs where you've worked for some pretty large companies, and you've been reading your bio, you faced some sexual harassment issues and things like that, haven't you? Natalie Belin & Mary Dunn  22:29 Yes, yes, that was difficult boy, and I didn't realize that at the time I went to college late in life because I was getting divorced and I needed a job that I could take care of my family, my girls, and so I decided to go to college and my my mom and dad watched my kids while I went to school, which was nice. And the first job I had was with the gas company here, and I was called a technical Fieldman. And what I would do is, like, I would draw pipeline installations and the and sometimes I would fill in as a supervisor. When I filled in first as a supervisor, it was great. I mean, the guys were decent. We always came to a conclusion. I always trusted what they're you know what they would say about pipeline? Because I knew nothing about pipeline. It was all new to me. But when I would go back to the office, it was, it was just like crazy things that would happen. I mean, I won't go into detail, and I started writing these things down because I thought this just doesn't seem right, that these people are saying these things to me or doing these things to me. I had a nice little book of all these incidents that happened, and I went to the HR department, and they wanted me to confront these people in my office, to tell them how I felt. Well, that, to me, would have made everything worse, because that's just that, you know, kind of work environment. So luckily, I was, I was promoted into a job that lasted two years, and then my job was eliminated. So that was my first, my first thing with that was the only time I really had sexual harassment that was really bad. I went on to another which was the program for female Well, I worked for a university for a while, and then I went into the program for female offenders, which was really interesting work. I enjoyed that it was like people that were out on that needed to, that were like drug addicts and and they were looking for a new way. They had been in jail and this incarcerated, and they came into this. Program they had that was part of their incarceration or parole. They had to do this, this program, and that was so interesting. I mean, it was just heartfelt, because you just saw these people that were trying so hard to make a good life for themselves and not to go back to their original way of living. And unfortunately, that was all grant money. And that job ended also so that, you know, and I was a transportation planner, I did a lot of things, and then I ended up going back into the gas industry. I worked for an engineer, and we were working in the production side of everything. So he had drove to you wells, and we had leases, and I took care of those. And I liked that job for about 10 years. I stayed there, and then I I retired. I was getting tired of it at that point. Michael Hingson  26:02 Yeah. Why was your first why was your first job at the original gas company eliminated? Or when you were promoted and you said it was eliminated, yeah? Natalie Belin & Mary Dunn  26:10 Well, that's what I like to know why it was eliminated. I think sometimes that job was just to keep me quiet. That's how I felt. I mean, I, I they, they knew that I was upset and that I didn't like what was happening. And I think it was just to keep me quiet, and they realized that that job wasn't going to last, but it was a marketing job. We were using different ways to use gas, alternative fuel vehicles, fuel cells, you know. So it was an interesting job, too, but it it didn't really have the supervisor we had was not really a person that pushed the product, you know. So that could have been the reason, too, that they eliminated a lot of that. Yeah, so I wasn't the only one that went I mean, there was another person in that at that time, and eventually that whole department was eliminated. Now that gas company, they sold all that off, and another gas company took it over and equitable. Still is EQT here, and they work, I think at this point, they work with the leases and things like that, and horizontal drilling, they call it. Michael Hingson  27:38 So now that you're retired, what do you do? Natalie Belin & Mary Dunn  27:41 Well, for a while there, Michael Hingson  27:44 in addition to Etsy, yeah, for Natalie Belin & Mary Dunn  27:47 a while, I was actually doing hair. I was my first, my first, I guess, employment type, or whatever. I went to beauty school, and I became a cosmetologist, and I also became a teacher in cosmetology. So when I first became all that the money wasn't so great. I worked my first job. I was so excited I had this job because I thought I was going to be making millions. You know, they they really pump you up in in beauty school that you're going to really succeed and you're going to make this money. Well, my first job, I worked over 40 hours at that job, and I only got $15 in my first pay. It was like we had to stay there the whole time until everyone was finished working. So the girls that had their clientele that they worked the whole day and into the evening, like till eight o'clock. Maybe we had to stay till eight o'clock. Even though I didn't have anybody to do. I might have had one person that day, yeah, so that that wasn't too I just worked at that for a few years, and then I decided to leave and take care of my family. Yeah, well, that that I went back to it when I retired, and it had changed significantly, making pretty good money. I was only working three days a week, and I did pretty well. But then my back. I had the issues with my back, and I couldn't go back to it, which really upset me. I really love that job. Michael Hingson  29:29 Well, things happen. Natalie Belin & Mary Dunn  29:31 Yeah, it does. You know, I'm happy not to stay at home. I figured now that I'm actually 73 years old now, so I think I I should retire Michael Hingson  29:47 and enjoy my life a little. Well. So Natalie, you graduated in 2023 and so then what did you start to do? And what are you doing now? Natalie Belin & Mary Dunn  29:57 So what I'm doing now is I'm. Still focusing on the Etsy shop, but I also got into a graduate certificate program, and this certificate is in sports entertainment and arts law, and I really hope to use this program as a stepping stone to complete my master's degree in the sports entertainment and arts law program. Michael Hingson  30:25 What exactly is a graduate certification program, as opposed to a master's degree? Natalie Belin & Mary Dunn  30:32 So that's a great question. So the certificate program is like a newer program, and it's like the only one in the world, I'm pretty sure, that focuses on sports, entertainment and art. So it's like a newer, more modern type of learning program. And this certificate is a great stepping stone, and for me to check it out before I actually go in to the master's program. This is, like, my second week, and I love it so far, and all these classes that I'm doing, and if I keep my grades up and everything, will apply to the master's program if I get in. Michael Hingson  31:15 Okay, well, so Natalie Belin & Mary Dunn  31:20 less credits than, like, what you would need for a master's program, and it's less I don't need a textbook. I have these things called nutshells, where I'm pretty sure, like, I'll be studying different types of cases or something like that through that. So it's like online stuff. Michael Hingson  31:43 The Okay? And how long do you think it will take you to complete that Natalie Belin & Mary Dunn  31:49 the certification program should be about a year, and it's all online, okay? Michael Hingson  31:55 And how, how long have you been doing it so far? Just two weeks. Oh, so next August, yeah, yeah, yeah. And the hope is then you can use that to go forward and actually work toward getting a master's degree. Which, which sounds pretty cool, yeah, for sure. What do you want to do with it once you get a master's degree? Well, like Natalie Belin & Mary Dunn  32:20 all those points like sports entertainment and arts, I think is Pittsburgh is a great city to represent all of those. And I hope to help represent like clients, maybe do like to protect their works and them as an artist. And I would like to hopefully get into paralegal work. That's what I'm focusing on right now. Michael Hingson  32:47 So is school pretty much full time for you these days? Natalie Belin & Mary Dunn  32:51 No, it's still part time, and that's what I like love about this program, because, like all week, you'll be doing 10 hours outside of so I still work full time as an administrator in the SHRS program, and I am the administrator for Rehabilitation Science. So yeah, it's great to have like, bosses and everything that support me in my educational journey, because that makes my life a lot easier too. Natalie Belin & Mary Dunn  33:26 Yeah, that's some great bosses. Michael Hingson  33:29 Well, it's good to have some people who tend to be a little bit more supportive. It helps the psyche when you get to do that. Yes, yeah. Natalie Belin & Mary Dunn  33:39 Because the one thing that I noticed with this program, it is definitely more manageable, because, like the undergrad program, I did enjoy the process. For most parts, some of it was really challenging. But the undergraduate program, it was really hard for me to get late night classes. Most of those classes that I had to take were I had to be in person, so like late classes were pretty hard to get, but my bosses allowed me to take earlier classes so I could help finish the program faster, but I just had to make up that time. Right? Michael Hingson  34:28 When did you discover that you had artistic talent? Natalie Belin & Mary Dunn  34:32 Um, I don't know if I ever really discovered that I had the talent, but I was very passionate at a young age, like when my mom was going back to school, I always loved watching her paint, because she had like the painting classes. I always thought so I like sit on the floor and watch her paint. And at a very young age, I was in the dance class. Do you remember the name? A France Dance School of Dance, France School of Dance. And I love dance class so much. I remember one time the dance school was closed because of a holiday, and I was, like, so upset, like, I didn't believe, like, the dance school was closed and I didn't understand, like, why I wasn't allowed to go. So they called the school and it went straight to, like, the answering machine so they could prove, like, it was closed and nobody was there. I was like, ready to show up. Natalie Belin & Mary Dunn  35:30 She wanted to go, yeah. She was just about three or four when she was taking the dance classes at that time. Yeah. But then it became on, you know that they both the kids were involved, but I couldn't afford it anymore. Natalie Belin & Mary Dunn  35:45 So dance is very expensive. Yeah? Natalie Belin & Mary Dunn  35:48 Well, you know, like, at that time too, I was going to school, and I didn't have much of a salary, and I was living with my parents, so, I mean, and they were retired, so it was, like, very tight. Yeah, right. Michael Hingson  36:04 Well, it nice to have an enthusiastic student, you know, Natalie Belin & Mary Dunn  36:13 so true. Well, Michael Hingson  36:15 so you've created the many colors of Natalie blog, tell me about that. Natalie Belin & Mary Dunn  36:22 So I reach out to different artists that were that are located in Pittsburgh or at one time, working or living in Pittsburgh. So this is like musicians, photographers, actors and they, I I create questions for them, for them to answer in their own words, like advice that they would give, or funny stories that they had while working in the field. And that's that's the main point of the blog, because I want it to be a resource for people and for them to also see, like, why that genre is cool. And I think another reason that motivated me to create that blog is some people just don't see an importance to art, and I find that so offensive. Like, yeah, so I just wanted it to be as an educational type thing as well. Michael Hingson  37:28 How long has the blog been visible? Natalie Belin & Mary Dunn  37:33 So it's been visible for about five, six years now, five years, yeah, and I did over like 50 some posts. Michael Hingson  37:45 Do you do that with consistency? Or So do you have one, like, every week or every three weeks, or every month, or something like that? Or how does that work? Natalie Belin & Mary Dunn  37:53 So when I first started, I was consistent with the posts I don't ever leave my blog, like, not active for like a year. Like, I always try to post something, but it's a little more challenging to do a post. Like, every month, whenever I'm working, going to school, volunteering for different things, running the Etsy shopper, vending so I had to cut it back a little bit because that is just me running it. Michael Hingson  38:30 So you've also created a mixed media piece. First of all, what is a mixed media piece? Natalie Belin & Mary Dunn  38:35 You want to explain Natalie Belin & Mary Dunn  38:36 the mixed media? Oh, well, a mixed media is like different mediums. It could be paint, it could be pictures, and it's posted on a board, a canvas, or whatever it can be in a journal. You know, you just use various types of mediums. It could be using lace, it could be using fabric, it could be using, like I said, pictures, paper, and they call it mixed media. So she decided she wanted to create a mixed media. I had a huge canvas that was given to me. It was like 36 by 36 giant. It was huge, and I knew I couldn't do anything on that, because I don't paint big. I like to paint on smaller canvas, like an eight and a half by 11, or eight and a half by 14. So she, she decided she wanted to use that Canvas for something. But you go ahead and tell them. Natalie Belin & Mary Dunn  39:38 So, um, whenever Woodstock had their 50th anniversary, and I believe that was around 2019 I had the opportunity to go to yaska's Farm and camp where the original campers from the very first Woodstock would stay in that. Campsite was like, right next to this yaska farms. So I took some pictures of it, like me with the yaska farm house. And so it was very inspirational to go to that because I was doing research on what Woodstock was, the original Woodstock. And what that was about, I talked to Uber drivers that were actually at the original Woodstock. Jimi Hendrix is one of my favorite musicians, and for him to not be there, I was like, so sad. Very sad. So with all the education experience. I needed to release that. And I took my mom, let me have that canvas, and like I created a mixed media giant collage, and I got that into the Woodstock Museum in Socrates, New York. Natalie Belin & Mary Dunn  41:01 Wow, it's actually there now, Michael Hingson  41:04 yep. How long has it been there? Natalie Belin & Mary Dunn  41:07 I believe got that in there? Yeah, about two years. Michael Hingson  41:13 Wow. So it's kind of almost a permanent piece there. Natalie Belin & Mary Dunn  41:17 I hope so. I hope they keep it there for sure. What? Michael Hingson  41:21 What prompted them to be interested in having it there. Natalie Belin & Mary Dunn  41:25 So I that piece was so giant, and I loved how it turned out, and I wanted that more than just in my house, my art pieces are very close to me, because that's like my soul and my work, and I want it out there to somebody who cares about it. So I reached out to Shelly nation, Nathan, because they, I believe, are the owners of the Woodstock Museum, and they were more than happy to have it. I had it shipped out there. And then, whenever the season was to reopen the museum, I went out there and visited it. And it's a very great it's a very cool place. Natalie Belin & Mary Dunn  42:10 Recommend, yeah, she, she was interviewed by them, also, right? Natalie Belin & Mary Dunn  42:14 Oh, yeah, we did go on a radio station. And that was also a cool experience, because I was never on a radio show at that time. Cool. Michael Hingson  42:25 Well, that's pretty exciting. I have not been to the Woodstock Museum, so that might be something to explore at some point when I get get back there next that'd Natalie Belin & Mary Dunn  42:35 be great. Yeah, Natalie Belin & Mary Dunn  42:37 all those things like, you know, like I grew up during that period, of course, I didn't go to the Woodstock. Original Woodstock wouldn't let me do that. I was only 16 at the time, and but I mean, you know, like, like looking back at that and and seeing how all those people were there, and not nothing terrible happened, you know, I mean, hundreds of 1000s of people, and nobody got hurt. Well, they might have passed out, maybe from things, but nobody was, like, shot or killed or and like today. I mean, you can't you're so afraid to do anything today, you don't know what's going to happen. And it just was a different time. And the musicians that were there. I mean, that music was is still good today. You know, it's it, it hasn't faded. And I wonder sometimes about today's music, if it will continue to be popular in years to come, or if it's just going to fade out. You know, we won't know that, and so well I won't be here, probably Michael Hingson  43:44 we won't know for a while anyway, yes, but I did hear on a radio station a rebroadcast of a lot of the Woodstock concerts that was kind of Natalie Belin & Mary Dunn  43:56 fun. Yes, yes. Natalie Belin & Mary Dunn  44:00 Sorry I didn't mean to cut you. Go ahead. Go ahead. When I was talking to like the Uber drivers and stuff like that, and people who were at the original Woodstock, it seems like they were reliving that experience when they were telling the stories. I mean, it was great. Michael Hingson  44:15 Yeah. Well, you play creative percussion. First of all, what is pre creative percussion? Natalie Belin & Mary Dunn  44:23 So I actually have that written in some notes, what it actually is. So do you mind if I read off my notes? Michael Hingson  44:30 You're welcome to however you want to answer, perfect. Natalie Belin & Mary Dunn  44:33 So I was asked to be a creative percussion artist in 2020 and creative percussion is a family owned business established in 2018 and run by husband and wife team, Kevin and Sherry Feeney. They're great. I've had the opportunity to talk to them very much a couple of times, and my pictures also on the site. Um. Uh, under like my stage name now is a Bulla. So if you scroll down spell that it's S, E, B as a boy, u as in unicorn, L, L as in Len and a is an apple. Natalie Belin & Mary Dunn  45:16 Okay, what types of things, kinds Natalie Belin & Mary Dunn  45:18 of there's various types of shakers that I played because of various bands that I was in, I was the percussionist, so I played tambourine and stuff. But like, they have uniquely shaped shakers, like there's the hatch shakers, which I love them. They had a baseball shaker, and these little golf ball shakers, and they all carry different sounds, and they really blended differently with the type of song that I was playing was playing, yeah, so it's cool, Michael Hingson  45:53 yeah, so interesting. So you you play them as part of being with a band, or what Natalie Belin & Mary Dunn  46:01 for the most part, yeah, sometimes there was an acoustic band or just like a full band, and either way, I tried to have those pieces blend into the song. What I didn't learn when I was doing that is and an acoustic you really have to be on your game, because, like, if you mess up, like, people are gonna hear it more than if you're in a full band. So, yeah, right. Michael Hingson  46:38 So you do you still do that? Do you still play Natalie Belin & Mary Dunn  46:42 at this time? I don't, um, just because I wanted to focus on other things, so I took a step back from that. Michael Hingson  46:51 Do you think you'll do more of it in the future, or Natalie Belin & Mary Dunn  46:56 possibly, but like, that's how I am. I kind of just like, experience it, do it until I'm ready to move on to something else. Michael Hingson  47:04 So you flit, you flip from thing to thing, yeah, yeah, yeah. Natalie Belin & Mary Dunn  47:10 So, like, if you ever follow me, you might just see, like, me evolving and just trying other things. Michael Hingson  47:19 Well, you're adventurous. Natalie Belin & Mary Dunn  47:22 Yes, I love adventure. Michael Hingson  47:25 Nothing wrong with having an adventure in the world and getting to really look at things. So what are you doing now if you're not doing creative percussion and so on? Natalie Belin & Mary Dunn  47:38 Well, for the last couple months, I was helping my mom recover from like the back surgery. And then I was I was focusing on my blog, just really paying attention to that, getting certain interviews, and then schooling, getting ready to go into the certificate program. Michael Hingson  48:05 So you think you're gonna go ahead Natalie Belin & Mary Dunn  48:09 and I'm setting up the Etsy shop. Michael Hingson  48:13 So you're pretty excited about seal, the sports entertainment, art and law. Natalie Belin & Mary Dunn  48:19 Yes, I'm very excited about that. I was very excited to get into the program. The professors are great. The whole programs like really good. The people involved in it, they seemed, they seem really organized and let me know what I need to do to get into the program. And they are really nice. If I have a question, they're happy to answer it. I love the curriculum, so I hope you go, Well, Michael Hingson  48:46 do you experience anything any more dealing with like attention deficit? Oh, 100% it still creeps up, huh? Natalie Belin & Mary Dunn  48:55 Well, it's more anxiety than anything. But like this program, I think, is to help calm my anxiety with just different things that are set up. And like, how responsive the professors are and how nice they are. But my goodness, when I was in my undergraduate program, like I was really pushing myself, and I would like, of like, when 2020, came around in the pandemic, I needed to talk to my doctor and get on meds, like I could no longer not do that without meds. Natalie Belin & Mary Dunn  49:29 Yes, she was, she was struggling. It was tough. Yeah. I mean, when I went for my Bachelor's, I I I wasn't working. She was working. When I went for my master's, I was working, but, and I know how hard that is, you know, trying to balance things, especially I was working at equitable at the time, and the things that I was going through and being, you know, filling in for supervisors was I. I was on call, like, 24 hours a day, and it, you know, like that was, I can see how difficult it is to do both. It's just, I know what she was going through there, and she goes through it, but she did well. She graduated sigma, sigma cum laude. Natalie Belin & Mary Dunn  50:17 Yeah, I did get some honorary, like accolades for like, whenever I graduated. So that was pretty exciting, because the hard work did pay off. Michael Hingson  50:29 What do you think about studying and attending classes virtually as opposed to physically being in the room? Hybrid learning? Natalie Belin & Mary Dunn  50:38 Some people may have an issue with that, but I personally, cause I was working full time and it was hard for me to get later classes, I preferred the online learning, but I understand, like some of the classes really did need me to be there, like the theater classes, and I was okay with that. I don't mind either, either or, but it just seems like online learning is more manageable. For me, it Michael Hingson  51:08 takes more discipline to to stick with it and focus on it, as opposed to being in the classroom. Natalie Belin & Mary Dunn  51:14 Um, yeah, I agree, but I think which, which is not a negative thing, by the way. Oh, yeah, no, no, no, I totally understand, but I think, um, I forget what I was going with that. Michael Hingson  51:26 Sorry. Well, we were talking about the fact that more discipline dealing with, Natalie Belin & Mary Dunn  51:33 Oh, yeah. Oh, that's right, thank you. It's just, um, I think if you truly want it, you're gonna put forth the effort in anything. You know, it's may not always be enjoyable, but like, if you want it, you'll put through it. You'll push through it, like with high school, my mom knows, just like from elementary to high school, like that curriculum, I was just not feeling it, but I knew I had to stick it out. I wanted to be a high school dropout. I voiced that many of times, but like, I knew if I wanted to get to culinary school, I had to really focus on my academics through then and just try to push through and just do it, do what I had to do to graduate. Natalie Belin & Mary Dunn  52:19 Yeah, it's such a different environment to high school, I believe, you know, like I found that I really enjoyed college. I enjoyed my subjects. They went fast. The classes went fast. It was fast paced, but it was an I learned more. I you know, I think that slowness of the way that they do things in in the high school, it takes them like three weeks to get through one chapter, you know, and so it, it just, it just made it a big difference. And I, I wished I could continue to go to school. I think I was a really good student. Michael Hingson  52:59 I think one of the things about college is, and I've talked to several people who agree, is, you certainly learn from the courses that you take, but College offers so much more with with with the extracurricular activities, with the interaction with people, with The greater responsibility. College offers so many more life lessons if you take advantage of it, that really makes it cool. And I, I always enjoyed college. I liked it a lot. Natalie Belin & Mary Dunn  53:29 Yeah, yeah, I did too, I think with some of my challenges and frustrations, not only with my learning disability, but like the fact that

"Your Financial Future" with Nick Colarossi of NJC Investments 01/03/2026

" Your Financial Future" with Nick Colarossi

Play Episode Listen Later Jan 3, 2026 59:50


Our first program of 2026 features Growth Stock picks, including some "out of the box" Data Center plays, and high-quality Value Stock picks.   We also cover the newly announced contribution limits for your 2026 401k, Roth and Traditional IRAs.

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K196. Martí Perarnau. El fútbol y su filosofía

Kapital

Play Episode Listen Later Dec 27, 2025 116:03


Martí Perarnau y David Llorens salían todos los lunes en el Tú diràs de Jordi Basté. Yo tenía quince años y aunque el programa deportivo de RAC1 terminaba a la una de la madrugada me quedaba despierto porque ya sabía, o por lo menos intuía, que esas historias serían de más provecho que la lección de un profesor desmotivado la mañana siguiente en el instituto. «We learned more from a three-minute record than we ever learned in school». Los lunes leía también las Historias del Calcio de Enric González en El País y lo que me gustaba de todos esos periodistas es que trataran al oyente de forma adulta, que me descubrieran las más fascinantes anécdotas. Yo tendría unos quince años y justo empezaba a configurar mi visión del mundo, pero si hoy Kapital existe es gracias a personas como Martí. Aprendemos por imitación y yo solo quería un amigo con ese fino sentido del humor, que me contaran esas vivencias en una cena. Es curiosa la vida. Te haces mayor y un día recibes un mensaje. «Soy oyente de tu podcast y me gustaría mandarte un libro». Las cosas un día llegan, como llegan las cosas en la vida, cuando ya no las esperas. Las cosas llegan aunque no puedas explicarlas, si fuiste en tu camino honesto. Las cosas llegan porque un chico tomó la decisión, cuando tenía quince años, de escuchar la radio a escondidas, porque quería un amigo como Martí.Kapital es posible gracias a sus colaboradores:⁠Crescenta⁠. Invierte como imaginas.En Crescenta son especialistas en la inversión en capital privado. EQT, Cinven, Clearlake… coinvierte con los inversores institucionales más experimentados en fondos de las gestoras más reconocidas. Crescenta selecciona menos del 3% de los fondos de Private Equity que analiza, construyendo así un portfolio concentrado, diseñado para ofrecer diversificación con una única inversión. Desde 10.000 euros hasta millones, con una propuesta adaptada a todos los inversores. Private Equity Growth, Buyouts, secundarios, activos reales. Construye tu cartera con Crescenta.* Rentabilidades pasadas no implican rentabilidades futuras. Consulta riesgos y condiciones.⁠Thenomba⁠⁠. La escuela que te hará encontrar tu propósito.Thenomba es la escuela que nunca tuviste. Un viaje de 12 etapas para entender quién eres, cómo pensar, qué da sentido y cómo transformar el mundo. Cada día, en solo 20 minutos, te acompañan algunos de los mejores pensadores y creadores del ámbito hispano: de Prada, Higinio Marín, Izanami, Miguel Anxo Bastos, Recuenco y muchos más. En un formato revolucionario con videoclases, eventos, lecturas y comunidad, Thenomba cultiva la dimensión más olvidada de nuestra época: la cultural y espiritual. Una propuesta para quienes quieren dejar de ejecutar y empezar a crear. Descubre donde la IA jamás podrá llegar en thenomba.com.Si quieres formar parte de la primera promoción, utiliza el código KAPITAL para llevarte un 10% de descuento. Las clases ya han empezado, puedes unirte hoy.Patrocina Kapital. Toda la información en este link.Índice:0:32 La trefilería de los Perarnau.6:15 Periodista gracias al Golfo.12:39 Fosbury y la invención de la colchoneta.22:50 Moscú 1980.36:38 Bendita juventud desafiando a Videla.43:42 La emoción está en la escasez.52:32 Breve historia táctica del fútbol.1:04:44 ¿Se juega hoy distinto?1:12:21 Petrosian, Kasparov y Guardiola.1:21:55 La enfermiza obsesión de los grandes campeones.1:32:07 Sísifo empuja la piedra.1:45:50 «Ama tu oficio, tu vocación, tu estrella».1:53:33 Se juega como se vive.Apuntes:El fútbol y su filosofía. Martí Perarnau.La evolución táctica del fútbol 1863 - 1945. Martí Perarnau.Herr Pep. Martí Perarnau.La metamorfosis. Martí Perarnau.Dios salve a Pep. Martí Perarnau.El mundo de ayer. Stefan Zweig.El arte de la guerra. Tsun Zu.De la guerra. Carl von Clausewitz.Medalla d'Honor del Parlament. Josep Guardiola.Suficiente. John Bogle.Algunas reflexiones acerca del mundo real de uno que echó un vistazo y se marchó. Bill Watterson.

Alt Goes Mainstream
EQT's Jean Eric Salata - reflections on leadership, culture, and values from one of the world's largest investment firms

Alt Goes Mainstream

Play Episode Listen Later Dec 24, 2025 32:03


It all comes back to the DNA.The firms that know who they are will know who to be.You can learn a lot about an investment firm by listening to what they say.Alt Goes Mainstream's AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say.The first season of The DNA stars EQT. In Stockholm, at EQT's AIM this past summer, I sat down for conversations with nine EQT executives.Each executive came from different parts of the firm — and different parts of the world.Each had fascinating backgrounds and stories about how they ended up in private markets and worked to build EQT.But there was a single throughline threaded throughout all of the discussions: the consistency and frequency that each executive talked about the firm's mission, vision, culture, and values.That's why it all comes back to the DNA.Episode 2 features EQT's Jean Eric Salata.Jean Eric Salata is the Chairperson EQT Asia and Head of Private Capital Asia. Jean started the regional Asian private equity investment program for UK-based Baring Private Equity Partners Ltd in 1997 and later led the management buyout of this program in 2000 to establish BPEA as an independent Firm. He has since been responsible for the investment activity of BPEA until 2022, when the company joined forces with EQT and was renamed BPEA EQT.Prior to BPEA, Jean was a Director of Hong Kong-based AIG Global Investment Corporation (Asia) Ltd., the Asian private equity investment arm of AIG. Prior to that, Jean was the Executive Vice President of Finance of Shiu Wing Steel, a Hong Kong-based industrial concern, and prior to that a management consultant with Bain & Company based in Hong Kong, Sydney, and Boston.Jean holds a B.S. (Hons) in Finance and Economics from the Wharton School of the University of Pennsylvania, where he graduated magna cum laude.Please enjoy this conversation with one of the industry's leaders in Jean Eric Salata.You can stream all the episodes on AGM's YouTube channel at AltGoesMainstreamAGM.Show Notes00:00 Introduction: The DNA of Firms00:34 Conversations with EQT Executives01:05 Jean Salata: Chairperson of EQT Asia01:32 Jean's Early Life and Career02:26 Journey to Asia03:28 Cultural Comparisons and Private Equity04:45 The Asian Private Equity Market05:09 Structural Alpha in Asia06:12 Shareholder Activism in Japan06:45 Liquidity in Indian Stock Market08:10 Evolution of BPEA's Strategy10:16 Challenges and Opportunities in Asia11:42 EQT's Partnership and Culture12:04 Building a Lasting Enterprise13:23 Industry Consolidation Trends14:54 Growth Opportunities in Asia15:24 Rebalancing Capital to Asia16:07 Underpenetration in Private Equity18:17 Family Businesses and Generational Change18:46 Wallenberg Heritage and EQT's Reputation20:02 Long-term Growth in Asia20:50 Mid-Market Growth Fund21:21 Exit Market in Asia23:01 Perceived vs. Actual Risk in Asia23:49 Thematic Investing and Value Creation24:32 Alpha in Asian Markets25:35 Intellectual Stimulation in Asia26:44 Leadership and Continuous Learning28:38 Motivation and Career Development31:12 Conclusion and Final Thoughts

Alt Goes Mainstream
EQT's Conni Jonsson - building a global private equity firm the Nordic way

Alt Goes Mainstream

Play Episode Listen Later Dec 20, 2025 25:53


It all comes back to the DNA.The firms that know who they are will know who to be.You can learn a lot about an investment firm by listening to what they say.Alt Goes Mainstream's AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say.The first season of The DNA stars EQT. In Stockholm, at EQT's AIM this past summer, I sat down for conversations with nine EQT executives.Each executive came from different parts of the firm — and different parts of the world.Each had fascinating backgrounds and stories about how they ended up in private markets and worked to build EQT.But there was a single throughline threaded throughout all of the discussions: the consistency and frequency that each executive talked about the firm's mission, vision, culture, and values.That's why it all comes back to the DNA.Episode 1 features EQT Founder and Chairperson Conni Jonsson. Conni founded EQT Partners AB in 1994. He has been Managing Partner since the company's foundation and as from March 1, 2014, Conni is full time working Chairperson.Prior to founding EQT Partners AB, Conni was employed by the Wallenberg Family Holding Company for seven years as Executive Vice President.Conni Jonsson graduated from the University of Linkoping in 1984, Bachelor of Science with majors in Economic Analysis and Accounting & Finance, and he has participated in the Program for Management Development at the Harvard Business School.Please enjoy this conversation with one of the industry's leaders in Conni Jonsson.You can stream all the episodes on AGM's YouTube channel at AltGoesMainstreamAGM.Show Notes 00:00 The DNA: Capturing Culture Episode 100:21 EQT's Origins and Global Reach01:38 Conni Jonsson's Background and Journey02:00 Founding EQT: Embracing Uniqueness04:03 Balancing Responsibility and Financial Outcomes05:09 The Wallenberg Family's Influence06:36 Long-Term Thinking in Investing07:20 Operationalizing Long-Term Values08:13 EQT's Distinct Investment Approach10:12 The Importance of Culture in Business11:28 EQT's Focus on Core Competencies12:53 Global Investment Strategies13:20 Engaging with Institutional and Wealth Investors14:15 Educating the Wealth Channel17:10 Diversification and Global Exposure18:19 Investing in Asia: Structural Alpha20:40 Mitigating Political Risks20:47 Future Skills in Private Markets22:51 Aligning Good Business with Good Returns24:38 Conclusion: The Winner Takes It All

Kapital
K195. Higinio Marín. Elogio de la riqueza

Kapital

Play Episode Listen Later Dec 19, 2025 101:25


Cuando Kennedy visitó las instalaciones de la NASA le preguntó a un barrendero cuál era su trabajo. Ese hombre respondió: «Yo ayudo a que el hombre llegue a la luna». Nosotros y solo nosotros podemos dar un sentido al tiempo que nos ha sido dado. Empiezo este podcast con Higinio con la misma pregunta que le planteé a Ricardo Piñero, el invitado de la semana anterior, pero esta vez la conversación evoluciona hacia nuevas sendas inesperadas. Kapital es un río, déjate llevar por sus aguas.Higinio es uno de los profesores en Thenomba, uno de los patrocinadores de Kapital.Kapital es posible gracias a sus colaboradores:Thenomba. La escuela que te hará encontrar tu propósito.Thenomba es la escuela que nunca tuviste. Un viaje de 12 etapas para entender quién eres, cómo pensar, qué da sentido y cómo transformar el mundo. Cada día, en solo 20 minutos, te acompañan algunos de los mejores pensadores y creadores del ámbito hispano: de Prada, Higinio Marín, Izanami, Miguel Anxo Bastos, Recuenco y muchos más. En un formato revolucionario con videoclases, eventos, lecturas y comunidad, Thenomba cultiva la dimensión más olvidada de nuestra época: la cultural y espiritual. Una propuesta para quienes quieren dejar de ejecutar y empezar a crear. Descubre donde la IA jamás podrá llegar en thenomba.com.Si quieres formar parte de la primera promoción, utiliza el código KAPITAL para llevarte un 10% de descuento. Las clases ya han empezado, puedes unirte hoy.Crescenta. Invierte como imaginas.En Crescenta son especialistas en la inversión en capital privado. EQT, Cinven, Clearlake… coinvierte con los inversores institucionales más experimentados en fondos de las gestoras más reconocidas. Crescenta selecciona menos del 3% de los fondos de Private Equity que analiza, construyendo así un portfolio concentrado, diseñado para ofrecer diversificación con una única inversión. Desde 10.000 euros hasta millones, con una propuesta adaptada a todos los inversores. Private Equity Growth, Buyouts, secundarios, activos reales. Construye tu cartera con Crescenta.* Rentabilidades pasadas no implican rentabilidades futuras. Consulta riesgos y condiciones.Índice:0.32 La puntualidad de los buses británicos.13:58 La casa de muñecas para el alcalde.25:43 El deseo del pobre es insaciable.36:47 No todo agradecimiento es a través del dinero.48:23 La belleza como responsabilidad colectiva.59:24 «¿Cuánta gente trabaja en el Vaticano?»1:03:23 El comercio tiene muchos enemigos.1:12:52 Democracia fiscal.1:23:19 Si no se lo dirías a la cara, no lo publiques en redes.1:28:24 Es pobre aquel que nada tiene que ofrecer.Apuntes:Filosofía breve de la vida. Higinio Marín.Humano, todavía humano. Higinio Marín.Entre dichos. Higinio Marín.La invención de lo humano. Higinio Marín.Elogio de la riqueza. Javier Hernández-Pacheco.La riqueza de las naciones. Adam Smith.Los enemigos del comercio. Antonio Escohotado.El festín de Babette. Isak Dinesen.Las mil y una noches.Los zapatos rojos. Hans Christian Andersen.

Kapital
K194. Ricardo Piñero. Si no lo creo, no lo veo

Kapital

Play Episode Listen Later Dec 12, 2025 87:40


Dicen que que sobre gustos no hay nada escrito, pero esto no es del todo cierto. Ricardo es catedrático de estética y sabe que la belleza tiene unas particularidades. Hay una serie de obras, como las esculturas de Bernini, que la gran mayoría de los habitantes de la Tierra consideramos bellas. Hay unas otras, en cambio, que generan la mayor de las discrepancias, como los cuadros de Antoni Tapias. ¿La belleza está en los ojos de quien mira? Esta es la fascinante pregunta que intenta responder Ricardo.Ricardo es uno de los profesores en Thenomba, uno de los patrocinadores de Kapital.Kapital es posible gracias a sus colaboradores:⁠⁠Thenomba⁠⁠. La escuela que te hará encontrar tu propósito.⁠Thenomba es la escuela que nunca tuviste. Un viaje de 12 etapas para entender quién eres, cómo pensar, qué da sentido y cómo transformar el mundo. Cada día, en solo 20 minutos, te acompañan algunos de los mejores pensadores y creadores del ámbito hispano: de Prada, Higinio Marín, Izanami, Miguel Anxo Bastos, Recuenco y muchos más. En un formato revolucionario con videoclases, eventos, lecturas y comunidad, Thenomba cultiva la dimensión más olvidada de nuestra época: la cultural y espiritual. Una propuesta para quienes quieren dejar de ejecutar y empezar a crear. Descubre donde la IA jamás podrá llegar en thenomba.com.Si quieres formar parte de la primera promoción, utiliza el código KAPITAL para llevarte un 10% de descuento. Las clases ya han empezado, puedes unirte hoy.Crescenta⁠. Invierte como imaginas.En Crescenta son especialistas en la inversión en capital privado. EQT, Cinven, Clearlake… coinvierte con los inversores institucionales más experimentados en fondos de las gestoras más reconocidas. Crescenta selecciona menos del 3% de los fondos de Private Equity que analiza, construyendo así un portfolio concentrado, diseñado para ofrecer diversificación con una única inversión. Desde 10.000 euros hasta millones, con una propuesta adaptada a todos los inversores. Private Equity Growth, Buyouts, secundarios, activos reales. Construye tu cartera con Crescenta.* Rentabilidades pasadas no implican rentabilidades futuras. Consulta riesgos y condiciones.Patrocina Kapital. Toda la información en este link.Índice:0:32 La trampa del dinero.9:15 Kronos y kairós.17:03 Una panadería en Pamplona.28:15 Las abejas no hacen la miel para si mismas.42:04 La natividad de Robert Campin.52:12 Entre la carpintería y la filosofía.59:30 La belleza es una promesa de felicidad.1:07:08 Éxtasis de Santa Teresa.1:16:32 Los trucos del artista.1:19:58 La arruga es bella.Apuntes:Bellezas inacabadas. Ricardo Piñero.Elogio del pensar. Ricardo Piñero.Enéadas. Plotino.El alma de la filosofía. Plotino.Jiro dreams of sushi. David Gelb.

Trends Podcast
Trends Beleggen Podcast #241: Favorieten voor 2026 (deel 2): argenx, EQT Corp. & NovoNordisk

Trends Podcast

Play Episode Listen Later Dec 10, 2025 21:49


Met 2026 voor de deur lijst Danny Reweghs zijn favoriete aandelen voor volgend jaar op. In deze aflevering van de Trends Beleggen Podcast vertelt hij waarom de rit van argenx nog niet gereden is. Daarnaast bespreekt hij de kansen op de aardgasmarkt en hoe het Amerikaanse EQT Corp. daarvan kan profiteren. Tot slot verklaart hij waarom de dramatische koersval van het Deense NovoNordisk overroepen is en het aandeel misschien wel de herontdekking van 2026 kan zijn. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Minerals and Royalties Podcast
Breaking Down Olympus Energy's $1.8 Billion Exit to EQT w/ Michael Hillebrand - CEO of Huntley & Huntley

The Minerals and Royalties Podcast

Play Episode Listen Later Dec 7, 2025 50:55


Michael Hillebrand - CEO of Huntley & Huntley came onto the podcast to walk through his team's integrated approach to Upstream, Midstream, Minerals, & NonOp, which ultimately culminated in a $1.8 Billion exit to EQT in July 2025. Towards the end of the episode, Michael also walks through the data center development landscape in the Marcellus and what makes Pennsylvania so attractive for projects going forward.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Kapital
K193. Benito Arruñada. La culpa es nuestra

Kapital

Play Episode Listen Later Dec 5, 2025 105:26


El sistema electoral transmite las preferencias de los ciudadanos. La tesis de Benito Arruñada, en La culpa es nuestra, es que los problemas del país no son tanto por culpa de unas élites extractivas, que sin duda existen, sino por las preferencias y la cultura de los ciudadanos. «Es habitual que se atribuyan los problemas sociales, desde la corrupción al desempleo o al derroche del presupuesto público, a los políticos y las élites. Muchos problemas sociales derivan menos de la incompetencia o el egoísmo de unos pocos que de la interacción entre preferencias ciudadanas y decisiones políticas».Kapital es posible gracias a sus colaboradores:Crescenta⁠⁠. Invierte como imaginas.⁠⁠En Crescenta son especialistas en la inversión en capital privado. EQT, Cinven, Clearlake… coinvierte con los inversores institucionales más experimentados en fondos de las gestoras más reconocidas. Crescenta selecciona menos del 3% de los fondos de Private Equity que analiza, construyendo así un portfolio concentrado, diseñado para ofrecer diversificación con una única inversión. Desde 10.000 euros hasta millones, con una propuesta adaptada a todos los inversores. Private Equity Growth, Buyouts, secundarios, activos reales. Construye tu cartera con Crescenta.* Rentabilidades pasadas no implican rentabilidades futuras. Consulta riesgos y condiciones.⁠Thenomba⁠. La escuela que te hará encontrar tu propósito.Thenomba es la escuela que nunca tuviste. Un viaje de 12 etapas para entender quién eres, cómo pensar, qué da sentido y cómo transformar el mundo. Cada día, en solo 20 minutos, te acompañan algunos de los mejores pensadores y creadores del ámbito hispano: de Prada, Higinio Marín, Izanami, Miguel Anxo Bastos, Recuenco y muchos más. En un formato revolucionario con videoclases, eventos, lecturas y comunidad, Thenomba cultiva la dimensión más olvidada de nuestra época: la cultural y espiritual. Una propuesta para quienes quieren dejar de ejecutar y empezar a crear. Descubre donde la IA jamás podrá llegar en thenomba.com.Si quieres formar parte de la primera promoción, utiliza el código KAPITAL para llevarte un 10% de descuento. Empiezan las clases el próximo lunes 8 de diciembre.Patrocina Kapital. Toda la información en este link.Índice:0:32 El AVE desde las perspectivas de Coase y Hayek.5:53 Cobrar el salario bruto es más educador.24:42 Autonomía sin responsabilidad.38:11 Nadie vendrá a rescatarnos.46:38 Estado de amiguetes, no capitalismo de amiguetes.1:02:09 Es injusto tasar gananciales en un contexto de inflación.1:17:44 Precios escondidos de la educación.1:21:44 Falsa protección de la parte débil.1:27:10 Inversión en capital humano.1:36:31 La mítica casa ochentera de Alcaraz.1:38:33 Los silencios están permitidos en este podcast.Apuntes:La culpa es nuestra. Benito Arruñada.El uso del conocimiento en la sociedad. Friedrich Hayek.La pretensión del conocimiento. Friedrich Hayek.El problema del coste social. Ronald Coase.Fiesta. Ernest Hemingway.Juan Belmonte, matador de toros. Manuel Chaves Nogales.

Revere Asset Management-Your Money
Full Bull Mode – THE FED Whispers & Triggers the Trend | Your Money Podcast Ep. 571

Revere Asset Management-Your Money

Play Episode Listen Later Dec 5, 2025


 It’s all TECHNICALS this week as the shop review’s the last 60 days of crazy market action! Don digs into December’s new climb on the S&P after November’s big negative reversal (due to some funny AI-related market action over at NVIDIA) and why we’re still bullish thanks to GROTECTION and TURBOTECTION before diving into a few big multi-year bases worth watching at TER and GEV, reviewing some key semiconductor manufacturers at ASML and ADI, and why Elon Musk’s new moves at TSLA are finally spurning some action from your favorite portfolio managers. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 0:00 – Opening Bell 07:00 – Regarding Today’s Pullback – Ted Jinxes The Market 13:00 – Full Bull Mode – Why Grotection’s Going Strong 16:00 – Big Multi-Year Bases – EQT, TER, LMND 21:00 – Semiconductor Names Worth Watching – SMH, ASML, ADI, LSCC 26:00 – Elon Action & Precious Metals – TSLA, GEV, GLD, GDX, SLV The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Full Bull Mode – THE FED Whispers & Triggers the Trend | Your Money Podcast Ep. 571 appeared first on Revere Asset Management.

Kapital
K192. Alfons Durán-Pich. El suicidio de Europa

Kapital

Play Episode Listen Later Nov 28, 2025 68:19


La lógica de los imperios es la expansión y eso es lo que hacen hasta que colapsan. Los Estados Unidos fueron el gran imperio del Siglo XX y Alfons, en su magnífico blog, opina que Europa es su protectorado desde 1945. Trump solo la hace visible. Charles de Gaulle, el último político que plantó cara a los americanos, decía que Europa termina en los Urales. ¿Por qué les dimos la espalda a Rusia cuando más necesitaban nuestra ayuda, en 1989? La decisión tiene todo el sentido en la lógica de los imperios.Kapital es posible gracias a sus colaboradores:Crescenta⁠⁠. Invierte como imaginas.⁠En Crescenta son especialistas en la inversión en capital privado. EQT, Cinven, Clearlake… coinvierte con los inversores institucionales más experimentados en fondos de las gestoras más reconocidas. Crescenta selecciona menos del 3% de los fondos de Private Equity que analiza, construyendo así un portfolio concentrado, diseñado para ofrecer diversificación con una única inversión. Desde 10.000 euros hasta millones, con una propuesta adaptada a todos los inversores. Private Equity Growth, Buyouts, secundarios, activos reales. Construye tu cartera con Crescenta.* Rentabilidades pasadas no implican rentabilidades futuras. Consulta riesgos y condiciones.⁠Thenomba⁠. La escuela que te hará encontrar tu propósito.Thenomba es la escuela que nunca tuviste. Un viaje de 12 etapas para entender quién eres, cómo pensar, qué da sentido y cómo transformar el mundo. Cada día, en solo 20 minutos, te acompañan algunos de los mejores pensadores y creadores del ámbito hispano: de Prada, Higinio Marín, Izanami, Miguel Anxo Bastos, Recuenco y muchos más. En un formato revolucionario con videoclases, eventos, lecturas y comunidad, Thenomba cultiva la dimensión más olvidada de nuestra época: la cultural y espiritual. Una propuesta para quienes quieren dejar de ejecutar y empezar a crear. Descubre donde la IA jamás podrá llegar en thenomba.com.Si quieres formar parte de la primera promoción, utiliza el código KAPITAL para llevarte un 10% de descuento. Empiezan las clases el próximo lunes 8 de diciembre.Patrocina Kapital. Toda la información en este link.Índice:0:32 La economía es la asignación de los recursos escasos.7:16 En defensa de la familia (oriental).16:21 Europa acaba en los Urales.23:53 La lógica expansionista de los imperios.35:01 El curioso ascenso de Putin.40:50 Explicar a Trump a través de sus padres.49:48 «Only Rosie O'Donnell».51:17 Visualizar el protectorado.58:37 Un Napoleón de estar por casa.1:04:55 ¿De qué sirve votar?Apuntes:El capitalismo y su séptimo de caballería. Alfons Durán-Pich.La derrota de occidente. Emmanuel Todd.Después del imperio. Emmanuel Todd.Principios de economía política y tributación. David Ricardo.Mercados financieros. Robert Shiller.Narrativas económicas. Robert Shiller.A new foreign policy. Jeffrey Sachs.Prisioneros de la geografía. Tim Marshall.The art of the deal. Donald Trump.

Kapital
K191. Ricardo Calleja. Ética empresarial cristiana

Kapital

Play Episode Listen Later Nov 21, 2025 113:50


Las decisiones que toman las empresas tienen un impacto en la sociedad. Esta simple idea, con tan complejas ramificaciones, es el campo de estudio de Ricardo. El famoso artículo de Milton Friedman de 1970 en el NYT proclama que la única responsabilidad social de una empresa es generar beneficios, operando dentro del marco de la ley. Una empresa con beneficios, paga mejores salarios a sus trabajadores y mejora la vida a sus clientes. Estando yo de acuerdo con la doctrina Friedman, el debate sigue abierto.Ricardo es uno de los profesores en Thenomba, uno de los patrocinadores de Kapital.Kapital es posible gracias a sus colaboradores:⁠⁠Thenomba⁠⁠. La escuela que te hará encontrar tu propósito.⁠Thenomba es la escuela que nunca tuviste. Un viaje de 12 etapas para entender quién eres, cómo pensar, qué da sentido y cómo transformar el mundo. Cada día, en solo 20 minutos, te acompañan algunos de los mejores pensadores y creadores del ámbito hispano: de Prada, Higinio Marín, Izanami, Miguel Anxo Bastos, Recuenco y muchos más. En un formato revolucionario con videoclases, eventos, lecturas y comunidad, Thenomba cultiva la dimensión más olvidada de nuestra época: la cultural y espiritual. Una propuesta para quienes quieren dejar de ejecutar y empezar a crear. Descubre donde la IA jamás podrá llegar en thenomba.com.Si quieres formar parte de la primera promoción, utiliza el código KAPITAL para llevarte un 10% de descuento. Empiezan las clases el próximo lunes 8 de diciembre.Crescenta⁠. Invierte como imaginas.En Crescenta son especialistas en la inversión en capital privado. EQT, Cinven, Clearlake… coinvierte con los inversores institucionales más experimentados en fondos de las gestoras más reconocidas. Crescenta selecciona menos del 3% de los fondos de Private Equity que analiza, construyendo así un portfolio concentrado, diseñado para ofrecer diversificación con una única inversión. Desde 10.000 euros hasta millones, con una propuesta adaptada a todos los inversores. Private Equity Growth, Buyouts, secundarios, activos reales. Construye tu cartera con Crescenta.* Rentabilidades pasadas no implican rentabilidades futuras. Consulta riesgos y condiciones.Patrocina Kapital. Toda la información en este link.Índice:0:32 El tuit sobre la tecnología del Papa con respuesta de Andreessen.6:49 Javier cañada ya denunció en Kapital las apps con diseño luterano.21:14 Cómo enseñar a amar el proceso.28:44 “Ser un artista es hacer una cosa y solo una cosa”.37:30 Alcaraz se lo pasa bien jugando.45:52 Mad Max tiene alma.59:30 Prohibidas las fotografías en El Prado.1:07:53 Esconder los problemas en la tecnología.1:18:58 Ponerte en los zapatos del otro.1:26:41 ¿Cuál es el rol de las empresas en la sociedad?1:36:10 El consumismo no puede llenar.1:47:02 La importancia de recordar un poema.Apuntes:Ubi sunt? Ricardo Calleja.Vivir como si Dios existiera. Joseph Ratzinger.Frankenstein. Guillermo del Toro.Blue eye samurai. Michael Green.A fondo. Jorge Luís Borges.Utopía de un hombre que está cansado. Jorge Luis Borges.Mad Max: Fury road. George Miller.El enigma de la experiencia. Daniel Kahneman.Contra la empatía. Paul Bloom.The social responsibility of business is to increase its profits. Milton Friedman.Los domingos. Alauda Ruiz de Azúa.El arte de gastar de dinero. Morgan Housel.

M&A Science
Strategic M&A Framework: IFS's Acquisition Playbook with Rachel Hindley

M&A Science

Play Episode Listen Later Nov 17, 2025 62:25


 Rachel Hindley, Vice President of Corporate Development, IFS  Rachel oversees transformative acquisitions for the global leader in industrial AI and enterprise software. In this episode, Rachel shares how IFS navigates the unique dynamics of having three major private equity backers—EQT, HG, and TA Associates—while executing strategic deals that enhance their portfolio. She breaks down IFS's four acquisition archetypes (product bolt-ons, customer migration, market entry, and new platforms), explains why integration and value creation must be separated, and reveals how the company is adapting its strategy for early-stage AI acquisitions. M&A professionals will learn how to build repeatable frameworks, maintain cultural continuity during integration, and balance stakeholder priorities in complex deal environments. Things you will learn: How to structure M&A around four distinct acquisition archetypes  Why separating systems integration from value creation  How to balance multiple PE stakeholder priorities  ____________________ Share Your M&A Experience for the Chance at $500 Giftcard M&A moved fast in 2025. But what actually changed? We're collecting real insights from practitioners—not consultants on the sidelines—to understand how corp dev teams, PE firms, and advisors are adapting. Takes 10 min. Get early access to results + chance at $500 gift card. Share your experience: https://hubs.ly/Q03Rr89G0 ____________________ Today's episode of the M&A Science Podcast is brought to you by Grata! Grata is the leading private market dealmaking platform. With its best-in-class AI workflows and investment-grade data, Grata helps investors, advisors, and strategic acquirers effortlessly discover, research, and connect with potential targets — all in one sleek, user-friendly interface. Visit grata.com to learn more.  __________________ This episode is brought to you by S&P Global. Today's episode of M&A Science is brought to you by S&P Global Market Intelligence. If you're in corp dev or PE, you know the pain — good private company data is hard to come by. Everyone's still chasing clean, reliable, up-to-date data. I started out using CapIQ Pro for public comps, but didn't realize until recently how deep their private company coverage has gotten. Over 58 million private companies, global reach, and actually usable for real deal work.  This isn't surface-level. You get real metrics — ownership, financials, funding rounds, even asset-level insights. So if you're still toggling between a dozen tools trying to piece together the picture, maybe it's time to stop guessing and start sourcing better.  Learn More Here: https://www.spglobal.com/market-intelligence/en/solutions/products/private-company-data?utm_source=podcast&utm_medium=video&utm_campaign=MAScienceH225  __________________ Episode Chapters [00:02:30] From Tax to Corp Dev – Rachel's unconventional path from PwC tax structuring to leading M&A at a global software company. [00:05:00] Managing Three PE Backers – How IFS leverages deep support from EQT, HG, and TA Associates while navigating different investment horizons and exit expectations. [00:12:30] Four Acquisition Archetypes – Breaking down IFS's strategic framework: product bolt-ons, customer migration, market entry, and new platform deals. [00:18:00] The AI Acquisition Challenge – Why IFS acquired The Loops despite it being smaller and earlier-stage than typical targets, and what it means for their agentic platform. [00:26:00] The Standalone Strategy – How IFS kept Poka as a standalone business to preserve culture and agility while still achieving cross-sell synergies. [00:31:00] In-House Commercial Diligence – Why IFS brings dozens of people into due diligence and keeps most work in-house rather than outsourcing to consultants. [00:37:30] Integration vs. Value Creation – The critical distinction between systems integration and value creation that determines whether deals hit their business case projections. [00:43:00] Cultural Retention Tactics – From MacBooks to Slack, the small decisions that make or break retention of key talent in acquired companies. [00:52:30] Building Trust Before the Deal – Why bilateral deals trump auction processes and how face-to-face relationship building accelerates transaction timelines. [00:59:00] Corporate Venture 2.0 – How fast-moving AI markets are pushing IFS to consider series financing and call options instead of traditional full acquisitions.  __________________ Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.

Closing Bell
Tesla Earnings; CEO Interviews with EQT & Alcoa 10/22/25

Closing Bell

Play Episode Listen Later Oct 22, 2025 43:37


A jam-packed earnings day brings major market movers. Barbara Doran of BD8 Capital joins to break down the action alongside Mike Santoli, while Craig Irwin of Roth Capital reacts to Tesla's results. We'll also hear from Toby Rice, CEO of EQT, on natural gas and energy dynamics, and Greg Tuorto of Goldman Sachs on how to play small caps. Alcoa CEO William Oplinger weighs in before the earnings call on the company's latest quarter.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Energy News Beat Podcast
Does California Still Have Any Refineries? – ENB Weekly Recap

Energy News Beat Podcast

Play Episode Listen Later Oct 11, 2025 29:02


In this episode of the Energy Newsbeat Daily Standup - Weekly Recap Michael Tanner and Stuart Turley deliver a high-impact recap starting with the El Segundo Chevron refinery fire in California — potentially caused by an unconfirmed Venezuelan drone strike — highlighting its crucial role in supplying 40% of SoCal's jet fuel and gasoline. They dissect California's declining refinery infrastructure under Governor Newsom's policies and the national security risks involved. The discussion then pivots to skyrocketing AI-driven energy demand (55+ GW by 2030), investment plays in natural gas (Williams, EQT), and Berkshire Hathaway's $10B acquisition of OxyChem. They close by spotlighting U.S. moves to secure tungsten supply from Rwanda, the Ambler Mining District road project, and the need for U.S.-based manufacturing to safeguard critical infrastructure.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike04:06 - AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 203009:25 - Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals19:30 - OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike24:10 - The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China26:41 - President Trump Approves a 211-Mile Road to Alaska's Ambler Mining Distric31Outro28:54- OutroLinks to articles discussed:Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strikeAI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and ChemicalsOPEC+ Has Come Close to Its Limit, Leaving Prices Open to SpikeThe United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing ChinaPresident Trump Approves a 211-Mile Road to Alaska's Ambler Mining District

Inspiring People & Places: Architecture, Engineering, And Construction
Is Love the Missing Metric of High-Performance Leadership?

Inspiring People & Places: Architecture, Engineering, And Construction

Play Episode Listen Later Sep 24, 2025 40:11


Joining BJ on the show today to discuss the finance side of real estate is Ward Fitzgerald. He is the former CEO and Senior Managing Principal of Exeter Property Group, which was acquired by EQT in 2021. Ward is now the current CEO of ExCorde Capital, a real estate investment platform that delivers unprecedented value creation with a strong focus on sharing love. Ward holds an M.B.A. from Harvard Business School and a B.A. in Business Administration from the University of Notre Dame. Join the conversation as they delve into Ward's journey that led him to real estate, hear as he unpacks the greatest gift he's ever been given in the business of real estate, and how bringing old-world organizational culture has added to the innovation of the model. He also shares his leadership secret sauce, how he integrates his faith into his business life, and highlights the focus of ExCorde Capital.For all this, and more, be sure not to miss another insightful conversation on Leadership Blueprints, the podcast!Key Points From This Episode:How Ward landed in the real estate industry (and the Wildwood boardwalk story).Ward highlights his education and career path that led him to real estate. He unpacks the greatest gift he was ever given in the business of real estate. Ward shares innovation inside the model: old-world organizational structure.Ward shares his leadership secret sauce to attack the market aggressively.He details what ExCorde focused on: sharing love.Quotes:“I think that one of the things that led to our ability to grow consistently was the ability to focus on what was important and not get caught up in things like politics, [and] things like closed-door meetings.” — Ward Fitzgerald“A lot of the things they taught at Harvard Business School about running an organization, I didn't do. And people would be horrified to know some of this!” — Ward Fitzgerald“Father Johnson said — ‘Faith is not one of the pillars of your life. It's not one of the silos of your life. Faith is all of your life.'” — Ward Fitzgerald Links Mentioned in Today's Episode:Ward FitzgeraldExCorde CapitalEQT Real EstateHarvard MBAForbesFortune Asuka Nakahara on LinkedInThe Story of a Soul: The Autobiography of St. Therese of Lisieux (Tan Classics)The Power BrokerMere ChristianityMother TeresaJohn F KennedyAbraham LincolnWinston ChurchillPope John Paul IIPope FrancisPope Leo XIVLeadership Blueprints PodcastMCFAMCFA CareersBJ Kraemer on LinkedIn

Alles auf Aktien
Private-Equity-Attacke von Trade Republic und die Altcoin-Saison

Alles auf Aktien

Play Episode Listen Later Sep 15, 2025 19:04


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über Rückenwind für die Hannover Rück, den erfolgreichen Börsengang der Kryptobörse Gemini und fehlende Friedensfantasie bei Heidelberg Materials. Außerdem geht es um Warner Bros Discovery, Tesla, Micron Technology, Palantir, Advanced Micro Devices, Microsoft, Strategy, Trade Republic, EQT, Apollo Global Management, Merck & Co., Amgen, Boeing, Nike, Coinshares Physical XRP (WKN: A3GRUE), Bitwise Physical XRP (WKN: A3GYNB) und Invesco Physical Bitcoin (WKN: A3GU8J). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. 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. Der Börsen-Podcast 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 Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Business Breakdowns
EQT: Returns at Scale - [Business Breakdowns, EP.220]

Business Breakdowns

Play Episode Listen Later Jun 18, 2025 77:32


 This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett, who couldn't have been more perfect for this breakdown. Sean has been investing in the Alts since Blackstone christened this asset class just over a decade ago. Sean is the founder of Counter Global, and alt investing is ingrained in its DNA. We cover the massive, yet lesser-known EQT, the Wallenberg family ties, and how this business has continued to generate returns at scale. Beyond the EQT conversation, you are going to get a masterclass on Alts investing. Please enjoy this Breakdown of EQT. ⁠⁠⁠Subscribe⁠⁠⁠ to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠ ⁠here⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:01:38) Complexities of Alternative Asset Management (00:04:27) Understanding EQT: A Thematic Private Markets Investment Manager (00:06:36) The Wallenberg Legacy and EQT's Origins (00:11:54) EQT's Differentiation and Investment Strategy (00:20:36) Leadership and Succession Planning at EQT (00:25:15) Regulatory Environment and Strategic Focus (00:31:15) EQT's Private Equity and Asia Strategies (00:37:39) EQT's Strategic Use of M&A (00:39:49) EQT's Infrastructure Business (00:42:01) EQT's Real Estate Business (00:45:28) Innovative Exit Strategies (00:49:08) Fundraising Success and Future Prospects (00:59:31) Financial Model and Valuation (01:06:46) Key Risks and Opportunities (01:16:15) Lessons from EQT

Market Mondays
MM #246: Wealth Blueprint: Stocks for Next 10 Years, S&P 500, Bitcoin for Kids & Palantir ft John Hope Bryant

Market Mondays

Play Episode Listen Later Feb 11, 2025 138:54


In this episode of Market Mondays, we explore whether the S&P 500 is heading toward a lost decade with lower-than-expected returns or if industries like AI, cloud computing, and semiconductors will continue driving growth. We also discuss Bitcoin as an investment for kids—should parents consider crypto as a long-term wealth-building tool? Additionally, with Trump's economic policies shaking the markets, we analyze which three stocks are best positioned to thrive despite tariff pressures and political uncertainty.This week's earnings breakdown includes key reports from McDonald's, Shopify, Medpace, S&P Global, Applovin, and Palo Alto Networks—which stocks look strongest for future gains? We also examine Palantir (PLTR) and its potential 2025 valuation, discuss how to stay disciplined in investing when greed and fear take over, and explore subscription-based stocks beyond Netflix that offer stable recurring revenue. Plus, we take a deep dive into the energy sector and its 2025 outlook, with a focus on Chevron (CVX), ExxonMobil (XOM), and EQT—will oil remain dominant, or will renewables take the lead?To wrap up, we sit down with John Hope Bryant, a champion of financial literacy and wealth-building, to discuss how individuals can shift their mindset from consumer to investor. He shares key strategies for breaking generational cycles of poverty and taking control of financial futures. This is an episode packed with insights for investors of all levels—don't miss it!