Podcasts about equity strategies

Daniel Lam discusses the upcoming Bank of Japan meeting, the likelihood of a rate hike, how the JGB bond yields have been reacting, and risks of a JPY carry trade unwind.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam talks about the narrative in AI, what are the key drivers, how that may lead to volatility, and opportunities, in 2026Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the recent weakness in China's PMI, how that raises the likelihood of further, targeted stimulus and the implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam talks about the strong Indian GDP growth release, how that reflects on our thesis of potential upside to earnings growth and, more broadly, the increasingly favourable dynamics on Indian equities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam digs deeper into the US Healthcare sector, our preference for US pharmaceuticals, and the key points to watch out forSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses different angles in looking at US equities, based upon historical and quantitative factors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam assesses how long the current correction in US equities may last, and where we see opportunities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the evolution of demand for Gold, why liquidity is the dominant short-term driver, and when this may take a turn for the better.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam talks about the recent volatility in US equities, our take on the latest non-farm payroll and unemployment data, and how investors can position themselves.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

How will B2B SaaS Scaling be like in 2026, with AI Adoption, Pricing Shifts for Efficient Growth? This is quickly becoming the central focus for B2B SaaS leaders, as companies navigate rapid changes in technology, customer expectations, and competitive pressure. Recorded live at the SaaS Summit in Amsterdam, this episode of the Grow Your B2B SaaS podcast features a candid conversation with Romy de Groot, Chief of Staff at Atlassian. Drawing on her experience across startups, scale-ups, and Booking.com during the pandemic, Romy explains what will truly separate the SaaS companies that thrive in 2026 from those that fall behind, as AI transforms product development, pricing models evolve, and efficient growth becomes the new baseline for success.Key Timecodes(0:00) - How Atlassian Scales SaaS With AI: Live From SaaS Summit Amsterdam(0:51) - The Ex-Booking.com Strategist Driving Atlassian's Growth(1:09) - What Will Make or Break B2B SaaS in 2026(1:57) - The Death of Traditional SaaS Pricing?(2:17) - The Enterprise Contract Nightmare No One Talks About(2:58) - Per-Seat Pricing Is Dying—Here's What's Replacing It(3:27) - Freemium Is Broken in the AI Era—Here's Why(4:11) - VCs Are Done Funding Your Freemium Dreams(4:27) - Will AI Kill Startup Hiring? The Brutal Truth(5:33) - The 2026 Efficiency Playbook Every SaaS Founder Needs(6:26) - AI Can Now Automate Your Boring Work—But Not What You Think(7:23) - GTM Teams vs AI: The Speed War Is On(8:12) - No-Code + AI: Build Fast, Break Faster?(8:43) - Why Every B2B SaaS Needs an Affiliate Engine Now(9:28) - If You Built a GTM From Scratch in 2026—Start Here(10:36) - Do You Even Need VC Money Anymore?(11:13) - Your $500 MVP Won't Survive an $8M Pre-Seed Competitor(11:40) - The Smart Founder's Equity Strategy for 2026(12:27) - There Is No SaaS Silver Bullet—Stop Searching(12:52) - How to Make Strategy When Nothing Is Certain(13:33) - The Real 0→10K MRR Blueprint (That Actually Works)(14:41) - How to Scale From $10M to Hypergrowth—What Changes(16:58) - From $10M to a Billion? The Founder Mindset Shift(17:24) - Set Your Number: How Your Exit Target Shapes Everything(18:55) - Connect With Romy De Groot(18:56) - Subscribe or Miss the Next Big SaaS Insights

This episode is a love letter to the hard, holy, and unfinished work of equity; a celebration of every educator who stayed in the fight. We ground our reflection in the fierce resilience of Maya Angelou's Still I Rise and the promise of our ancestors.The work is challenging, but our commitment to move forward (Still We Move) remains fierce. Join us for a final reflection on the questions that shaped this season and learn the 3 practical commitments you need to anchor your spirit and sustain your energy through the next chapter.Key Takeaways from Episode 10Rest as Resistance: Understand why pausing with purpose and releasing the heavy weight of the work is a strategic move, not a weakness.The Ancestral Blueprint: We reflect on the wisdom of liberation architects like Mary McLeod Bethune who taught us how to build with vision in the face of limitation.The AnchorED Challenge: Discover the 3 Actionable Commitments (The Still We Move Trio) designed using the AnchorED framework to transition from reflection into immediate, sustainable action.You Are the Dream: A profound reminder that your courage, your presence, and your joy in the classroom are the legacy of generations of hope.Looking Ahead: The Culture of Celebration:I'm thrilled to announce the launch of our next series: "The Culture of Celebration: Joy as an Equity Strategy."This series is your intentional pivot into renewal. We'll explore why affirmation and joy are vital to sustaining anti-racist work. We'll conclude the series by sharing my revised process for choosing a focus word or phrase for 2026—a blueprint for anchoring your next year in clarity and intention.In this episode I mention:Maya AngelouJames BaldwinMary McLeod BethuneW.E.B. Du BoisPaulo FreireGholdy MuhammadJimmy CasasThe AnchorED for Achievement FrameworkResources to Anchor Your Work:Comprehensive Support - https://customteachingsolutions.com/servicesVirtual Learning Library - https://customteachingsolutions.com/virtuallearningTeaching Materials - https://www.teacherspayteachers.com/store/custom-teaching-solutionsActivities for creating a welcoming and inclusive class - Buy resources in my TEACHER SHOP!Culture-Centered Teacher WORKSHOPS - Click HERE for more information Ready to Take Action?FREE Roadmap: Grab your FREE "The Welcoming & Inclusive Classroom Classroom Roadmap" at: https://customteachingsolutions.com/theroadmapDiscovery Call: Schedule a free DISCOVERY CALL to discuss bringing the AnchorED framework to your team: https://calendly.com/customteachingsolutions/35minCheck out The Culture-Centered Teacher Workshops HERE!Connect with me:Email - Jocelynn@customteachingsolutions.comLinkedIN - https://www.linkedin.com/company/cts-custom-teaching-solutions/Instagram - https://www.instagram.com/iteachcustom/Website - https://customteachingsolutions.com**Custom Teaching Solutions is an affiliate for Bookshop.org, which means we receive a commission on every sale that comes through our link at no additional cost to you.**

Daniel Lam discusses the current drivers for Indian equities, the key levels and the opportunities ahead.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam talks about the key drivers of the JPY and what we expect in the near-term.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the current choppiness in US equities, and why quality stocks are likely to outperform in the near-term.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the various source of gold demand, how they have been evolving, and what it means to Gold prices.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel Lam explains why a slightly weak, but not excessively weak, US economy, can be the “happy medium” for US equities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel Lam discusses the qualities that investors are looking for, in US and Chinese technology companies.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel Lam discusses the structural and cyclical drivers of the USD, and our expectations on the USD-pathSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel Lam looks into the current Chinese earnings season, areas to watch out for and investment implications to investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Q3 earnings look like a prelude to a Santa rally, capping off another strong year for stocks. Sticking with a holiday theme, we can give thanks later this month for the outsized contribution of tech stocks to investor returns. But the AI narrative driving stocks in recent years is by now well understood and valuations look stretched. This week, we spend much of our time with Marija Veitmane, Head of Equity Strategy at State Street Markets, on where else to look for growth opportunities in global equity markets. See omnystudio.com/listener for privacy information.

Daniel Lam looks further into the structural and short-term drivers for Gold, and why investors should be adding on dips.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel Lam discusses the pockets of value that we identified, in our opportunistic ideas in equities and fixed income.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel Lam discusses our preferences within the Fixed Income space, and where we see pockets of valueSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel Lam discusses the FOMC overnight, the uncertain tone from Powell about the Dec-25 rate cut and how investors can position their portfolioSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel Lam looks at the direction of the new five-year plan in China, the key areas of focus and implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel Lam talks about the implications of rate cuts on Gold, what are the other key drivers and why the current correction is an adding opportunity.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel Lam discusses the delayed US CPI figure, how it lays the path for another 25bps cut from the Fed, and the implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

European and US stocks moved lower in yesterday's trading sessions, with earnings releases and new mooted curbs on US software exports to China doing nothing to boost the trading mood. Asia's equity markets also reacted negatively to the escalation in trade tensions. Oil prices jumped about 3% last night after the US administration imposed further sanctions on Russia's two largest crude companies, Rosneft and Lukoil, aiming to harm the Kremlin's ability to raise revenue to fund its war against Ukraine. Our Head of Equity Strategy Research, Mathieu Racheter, joins the podcast to provide an update on a – so far – strong US earnings season. He explains why next week is the one to watch out for though, as it should reveal whether or not AI momentum is still building.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:31) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (06:11) - Earnings season update: Mathieu Racheter, Head of Equity Strategy (10:22) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Daniel discusses the leverage that the US and China, has on each other, and how they seek to neutralise and lessen the effect of these leverages. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel looks at the risks from private credit, the potential channel to risk assets, and how investors should be positioning themselves.Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel talks about the key drivers of volatility in US equitiesSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the likely emphasis upon technology and innovation in China's upcoming 15th 5-year plan, its effort to move up the value chain, the encouragement of domestic consumption, and the implications to investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Seniors looking to relocate or downsize can use a little-known, specialized financial tool which will allow retirees to finance a new primary residence using their equity and a down payment. Today's Stocks & Topics: QXO, Inc. (QXO), Innovative Industrial Properties, Inc. (IIPR), Market Wrap, Celestica Inc. (CLS), Portfolio Management, Berkshire Hathaway Inc. (BRK-B), Bank Earnings, Interactive Brokers Group, Inc. (IBKR), OneMain Holdings, Inc. (OMF), P.E. Ratios.Advertising Inquiries: https://redcircle.com/brands

US stocks opened higher yesterday, but then reversed course. Small caps underperformed, and market volatility rose amid credit concerns at regional banks. In Europe, Swiss and French equity markets outperformed, supported by positive corporate news and France temporarily avoiding a political crisis. Gold extended its record-breaking rally. The yield on the 10-year US Treasury fell below a key threshold, reflecting weak economic data and dovish comments from Federal Reserve Governor Christopher Waller. Mathieu Racheter, Head of Equity Strategy, shares his insights on bank earnings and talks about US vs European banks. Tim Gagie, Head of FX & PM Solutions in Geneva, discusses key considerations amid the rally in precious metals and the recent pullback in the US dollar.(00:00) - Introduction: Lucija Caculovic, Product & Investment Content (00:34) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:42) - Earnings season: Mathieu Racheter, Head of Equity Strategy Research (09:25) - Currencies and metals: Tim Gagie, Head of FX/PM PB Geneva (13:46) - Closing remarks: Lucija Caculovic, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Daniel discusses how the US and China are likely to come back to the negotiating table over the next few weeks to narrow their differences, and why US and China equities are likely to pull back, but only mildly.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the shift of buyers for Gold, the key drivers ahead and how Gold stacks up versus Bitcoin.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel looks at how the US technological prowess, the improvement in efficiency and costs, can be an offsetting factor against inflation, and help maintain US exceptionalism.Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the latest ratcheting up of trade tensions between the US and China, the key drivers and the implications for risky assets.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the current political issues in France and how investors should be positioning their assets.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the US government shutdown, our base case versus a more prolonged shutdown scenario, and the market implications.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the victory of Sanae Takaichi, the implications for Japan assets, and why she maybe more fiscally prudent than the market is current expecting.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the strong, self-reinforcing feedback loop, from gold prices to gold miners fundamentals.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the critical month in policymaking in China, how the recent figures are stacking up, and the outlook for Chinese equities.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses our Overweight in EM Local Currency Government Bonds and the key drivers of this asset classSpeaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel shares his recent media experience on Indian equities --- looking at the current correction as a buying opportunity.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses our upgrade of Gold to Overweight and the key drivers ahead.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel looks at the increase in productivity in China, due to technological advances, and what areas of Chinese equities that investors can focus upon.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the Fed's current stance, how that could evolve in coming months, and what it means for bonds.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the Goods and Services Tax revamp in India, what it means for Indian equitiesSpeaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the factors that can drive market volatility in the near-term, and where he sees opportunities if risky assets pause or pull back.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.