Podcasts about financials

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I review Capital Power (CPX) and see if the dividend is safe. Create your dividend for life webinar: https://www.dividendstocksrock.com/dividend-income It's all about Dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/

For Jack Gordon, the CFO role at Harri increasingly extends beyond finance—and into the mechanics of how an AI-powered business scales.Harri, a workforce operating system focused on hospitality, has evolved from a point solution into a broader platform spanning talent acquisition, workforce management, and employee engagement. Gordon says the company's opportunity rests partly on years of data accumulated across mission-critical workflows, an advantage that becomes increasingly important as AI reshapes workforce technology.That evolution is also reshaping Gordon's finance agenda. As Harri rolls out its AI platform, understanding the changing unit economics has become a priority. AI introduces new questions around usage costs, margins, pricing, and monetization. Inside finance, meanwhile, Gordon is pursuing “automations everywhere,” with the goal of eliminating much of the routine work performed by his team and creating more capacity for insight.His operating philosophy begins further upstream. Rather than waiting for financial results, Gordon watches customer satisfaction, usage patterns, support activity, and customer outcomes. “Financials are outcomes of a good product and happy customers,” he explains.That emphasis on leading indicators is accompanied by an acute awareness of downside risk. After a planned Series B financing unexpectedly collapsed in 2023, Gordon restarted the process and ultimately helped secure new funding four months later. The experience reinforced a principle he carries forward today: understand the downside and build contingency plans.Now Gordon is stretching the CFO remit again—working as a product owner alongside Harri's product and engineering teams. For a finance leader who has deliberately accumulated new operating experiences throughout his career, building and launching a product represents another capability still to be added.

Paul McKinney, Chairman and CEO, and Sonu Johl, EVP and CFO of Ring Energy, Inc. (NYSE American: REI), join us to review their Q2 2026 operations and financials, of oil production from their current portfolio of conventional and long horizontal wells and focused on growth through development within the Central Basin of the Permian Basin in Texas.   Q2 2026 HIGHLIGHTS:   Strengthened Financial Position   Reported net income of $64.8 million (included a $42.2 million unrealized mark-to-market gain on commodity derivative contracts), or $0.27 per diluted share, and Adjusted Net Income of $24.0 million, or $0.10 per diluted share; Reduced borrowings under the Company's revolving credit facility by $66 million during the quarter and increased liquidity to approximately $226.1 million at June 30, 2026; Increased Adjusted EBITDA 42% to $54.5 million from $38.3 million in the first quarter; year-to-date Adjusted EBITDA totaled $92.8 million; and Generated net cash provided by operating activities of $40.8 million and remained cash flow positive for over 6 consecutive years.   Continued Operational and All-In Cash Cost Improvements   Produced 12,683 barrels of oil per day and 19,990 barrels of oil equivalent (“Boe”) per day, both within guidance; Reported lease operating expense of $10.12 per Boe, near the low end of guidance and below first quarter levels; and Reduced Company all-in-cash costs by 5% in first half 2026 to $21.68 per Boe as compared to first half 2025.   Advanced Development and Infrastructure Initiatives   Invested approximately $43.2 million in capital expenditures during the quarter, including three ~2-mile horizontal wells drilled, one saltwater disposal well (“SWD”), a frac pond, and other infrastructure projects; and Continued execution of multiple technical and operational initiatives aimed at improving capital efficiency, expanding development opportunities and enhancing long-term stockholder value.   Positioned for Improved Returns and Sustainable Growth   Second half 2026 oil production guidance range of 13,000 to 13,950 Bopd, with the midpoint approximately 2% above prior guidance. Second half 2026 LOE per Boe guidance range of $10.00 to $10.60, with the midpoint approximately 2% below prior guidance. Initial 2027 guidance targets: Production growth approximately 10% over full-year 2026; LOE per Boe approximately 1% lower than full-year 2026; and Capital expenditures approximately 10% lower than full-year 2026.   Click here to follow the latest news from Ring Energy   If you have any question for Paul or Sonu regarding Ring Energy, then please email those to us at Fleck@kereport.com or  Shad@kereport.com.       For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Dan Barnholden, CEO of Luca Mining (TSX.V:LUCA – OTCQX:LUCMF – FSE:TSGA), joins us to review their Q2 2026 operations and financials, ongoing metallurgical studies, and expanded exploration and development work; across both of Luca's producing assets – the Campo Morado and Tahuehueto mines, located in the prolific Sierra Madre mineralized belt in Mexico.   Q2 2026 Highlights   Strong and consistent quarterly revenue: Revenue increased 47% to $58.4 million compared with $39.7 million in Q2 2025 and remained above the $57.6 million generated in Q1 2026. First-half revenue reached $116.0 million, an increase of 43% over the comparable period of 2025. Q2 revenue included $1.9 million of negative provisional pricing adjustments related to concentrate shipments made in prior periods. Strong profitability continued in Q2: Net earnings were $10.5 million, or $0.04 per share, compared with a net loss of $3.2 million in Q2 2025. Together with the $12.6 million earned in Q1 2026, Luca generated $23.1 million of net earnings in the first six months of 2026, compared with $1.3 million in the first half of 2025. Adjusted EBITDA increased 156% year-over-year to $14.3 million for Q2 and for the first six months of 2026, Adjusted EBITDA reached $36.7 million. Positive free cash flow while continuing significant investment: Operating cash flow before working capital changes was $13.9 million during Q2 2026. After approximately $11.3 million of capital investment, the Company generated free cash flow before working capital changes of $2.6 million, compared with negative $3.2 million in Q2 2025. The quarter's capital investment included continued spending on underground development, infrastructure and record levels of exploration activity.   Tahuehueto had a solid production quarter, where prior investments in the processing plant and underground development, combined with the transition to new mining contractor, La Cantera, contributed to improved operating performance. There will be a coming resource estimate and technical report on increasing the plant throughput out by year-end.   At Campo Morado, previously announced efforts to build a stockpile resulted in a quarter-over-quarter increase in mined tonnes while milled tonnes decreased. This temporarily reduced metal production and cash generation relative to the level of mining activity during the quarter. The stockpile was established to provide greater flexibility in managing mill feed as the Company advances optimization initiatives aimed at improving metallurgical recoveries in the near term, ahead of the anticipated recovery improvements from the Campo Morado Expansion.    Dan outlined that the Campo Morado Expansion technical study, due out in H2 2026, would be comprised of: Building up the stockpile to blend the ore into the mill improving recoveries the potential for water treatment to reduce acidity trade-off studies on a finer grind size to improve precious metals recoveries   During the second quarter of 2026, the Company completed approximately 12,400 metres of drilling, a Luca quarterly record, taking the year-to-date drilled meters to ~ 22,000. Exploration activities were primarily focused on near-mine and resource expansion targets, achieving the objectives of extending mine life and improving production flexibility at the Company's operating assets.  There are 38 nearby targets around Campo Morado, identified by gravity surveys, that will start being systematically explored in the quarters to come.   Click here to follow the latest news from Luca Mining     If you have any question for Dan regarding Luca Mining, then please email those into us  at Fleck@kereport.com or  Shad@kereport.com.   In full disclosure Shad is a shareholder of Luca Mining at the time of this recording and may choose to buy or sell shares at any time.     For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Sue Riddell Rose, President and CEO, and Ryan Shay, CFO, of Rubellite Energy Corp. (TSX: RBY) (OTC: RUBLF), join us for an exclusive introduction to this growth-oriented heavy oil producer in South Clearwater and the Mannville Stack in Eastern Alberta.  We review their Q2 operations and financials, as well as a key disposition of the East Edson natural gas assets.   This morning, on September 8, 2026, the Company announced that it sold its 50% non-operated working interest in the East Edson natural gas assets in West Central Alberta to the third-party operator of the East Edson Assets for total consideration of $67.0 million, satisfied through the delivery by the Purchaser to Rubellite of 2.083 million freely tradeable common shares of Topaz Energy Corp. (TSX: TPZ).   Sue outlined that this sale of the East Edson property transitions Rubellite back to a pure play heavy oil company, sharpening their focus on the multi-lateral horizontal development of their Clearwater and Mannville stack assets where Rubellite's technical expertise drives top-tier netbacks and capital efficiencies.   Ryan highlighted how there could be great reductions in decline rates, and improving production metrics, as they are engaged with pilot testing of utilizing water floods on many existing assets.  There have been a few operators in the Clearwater formation that have seen a large boost to their production and valuations as a result of executing on a water flood strategy.   Q2 OPERATIONAL HIGHLIGHTS:   Total sales production: Despite very challenging spring weather conditions, Rubellite averaged total sales production of 13,406 boe/d in the second quarter of 2026 (67% heavy oil and natural gas liquids ("NGL")), exceeding the top end of the quarterly guidance range of 13,300 to 13,400 boe/d. Heavy oil sales production: Averaged 8,534 bbl/d in the second quarter of 2026, just outside of the quarterly guidance range of 8,550 to 8,650 bbl/d. Exploration and development spending: Spent $41.0 million in the second quarter, within the guided range of $39.0 to $41.0 million. Second quarter spending included the drilling and completion of 9 net primary open hole multi-lateral ("OHML") Clearwater development wells and 2 net polymer pilot producer-injector pair at Figure Lake; 1 (0.5 net) OHML Waseca South development well, 2 (1.5 net) OHML Waseca North development wells and 2 (1.5 net) GP wells at Frog Lake. Land and geological and geophysical spending: Spent $2.5 million on land to capture acreage in core areas and for exploration prospects and $0.2 million on geological and geophysical activities related to special core testing to inform enhanced oil recovery pilot work and various data seismic purchases.  Asset swap: On June 30, 2026, Rubellite completed an asset swap transaction that doubled the Company's working interest in its Marten Hills Clearwater assets from 30% to 60%, in exchange for certain non-core undeveloped lands at Dawson and cash consideration of $0.8 million. The incremental 30% working interest represents approximately 191 bbl/d of heavy oil sales production based on second quarter 2026 average rates, which will be reflected in the Company's production volumes beginning in the third quarter of 2026. Abandonment and reclamation: Spent $0.1 million on decommissioning, abandonment and reclamation activities and received three reclamation certificates from the Alberta Energy Regulator ("AER") in the quarter, bringing the total to four in 2026.   Q2 FINANCIAL HIGHLIGHTS   Adjusted funds flow: $35.2 million ($0.38 per share) in the second quarter of 2026, an increase of 6% from $33.4 million ($0.36 per share) in the first quarter of 2026. Cash costs: $23.5 million or $19.29/boe in the second quarter of 2026 Net income: $34.1 million ($0.36 per share) in the second quarter of 2026 Net debt: $158.1 million at June 30, 2026. During the first half of 2026, Rubellite's capital expenditures, including land and other spending, of $76.5 million exceeded adjusted funds flow of $68.6 million. In addition, other obligations were settled, including a $3.8 million reduction of the other provision, $0.5 million of decommissioning expenditures, $0.8 million of cash-settled share based compensation payments and $0.8 million of cash consideration for the asset swap transaction. Available liquidity: During the second quarter, the borrowing limit was increased to $160.0 million from $140.0 million. As at June 30, 2026, available liquidity was $62.9 million, based on the increased $160.0 million first-lien credit facility borrowing limit, less $95.7 million of bank borrowings and $1.4 million in letters of credit.   Click here to follow the latest news from Rubellite Energy   If you have any questions for Sue or Ryan, regarding Rubellite Energy, then please email those to Fleck@kereport.com or Shad@kereport.com.     For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

James Anderson, Chairman & CEO of Guanajuato Silver (TSX.V: GSVR) (OTCQX: GSVRF), joins us for a comprehensive update on Q2 2026 financials, year-to-date operations trends, the 16,000 meters of underground development work underway, and the key initiatives for their ongoing 75,000 meter drill program at each mine.   Guanajuato Silver produces silver and gold concentrates from the El Cubo Mine Complex, Valenciana Mines Complex, the San Ignacio mine, and their recently acquired Bolanitos Gold-Silver Mine. In addition, the Company produces silver, gold, lead, and zinc concentrates from the Topia mine in northwestern Durango.  In addition to these 5 producing mines, the Company also has 3 past-producing exploration and development projects in their portfolio at the El Horcon Mine, Pinguico Mine, and Cebada Mine.    Q2 2026 Highlights   Revenue of $42.5M was consistent with the previous quarter, where revenue totalled $43.0M. Over 95% of revenue in Q2 was derived from the sale of precious metals. Net income remained positive in Q2 at $557,000; and $6.3M for the first half of 2026. This was the Company's second consecutive quarter of net positive income. Silver production of 347,481 ounces represents a 2% increase over the previous quarter. 57% of revenue for Q2 was generated from silver sales. The gold-rich Bolanitos Mine remains in the process of ramp-up and full integration. The Company's debt was substantially reduced in Q2; a total of 3,029 ounces of gold were paid down on the Company's gold loan with Ocean Partners UK Ltd; this accelerated repayment eliminated all future monthly payments at a significant discount to the current gold price. The Company now has only one final payment due in April 2028.  Positive mine operating income for the quarter; the Company earned $9.1M in Q2 and $23.4M from operations for the first half of the year. Adjusted EBITDA* was also positive for the quarter at $5.8M and $20.6M for H1 2026. 300 ounces of gold sales per month were hedged at the fixed price of $5220/ounce; this hedge began at the beginning of the quarter and will run until December 2026. This hedge represents approximately 25% of current gold production. 20,000 ounces of silver sales per month were sold forward at the fixed price of $84.50/ounce; this hedge began in February and will run until September 2026. An additional 20,000 ounces of silver sales per month were hedged using a collar with a minimum price of $80/ounce and maximum price of $93 per ounce; this hedge began in April and will run until December 2026. Combined, these hedges represent approximately 34% of current silver production. Cash, cash equivalents, and short-term investments totaled $19.9M at the end of the quarter.   We reviewed how the All-In Sustaining Costs were affected not just by currency fluctuations and a large investment back into the 5 mines, but also due to shifts in the gold:silver ratio, and how that skews the silver equivalent metrics.   James outlines the key ongoing 2026 initiatives with the ongoing 16,000 meters of underground development work paired with the 75,000-meter drill program, currently utilizing 8 drill rigs to augment exploration initiatives. This is largest exploration program the company has ever deployed, with some areas getting the first meaningful resource expansion in many years.     If you have any follow up questions for James on Guanajuato Silver, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Guanajuato Silver at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Guanajuato Silver     For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.      

What does it take to run a venue that can literally change shape?In this episode, Matt Ford sits down with Jeff Thielke, Executive Director of the Cerritos Center for the Performing Arts, a one-of-a-kind Southern California venue with multiple configurations, a million pounds of moving infrastructure, and a history that includes everyone from Frank Sinatra to John Legend.Episode Time Stamps:(04:02) Inside Cerritos' Shape-Shifting, Multi-Configuration VenueHistory of the building, how long it takes to reconfigure, what it costs in labor, and how that impacts booking patterns and Broadway tours.(09:47) Is the Design a Blessing or a Headache? Proms, Flexibility & EconomicsJeff weighs the operational costs against the flexibility for proms, special events, and different types of shows across the campus.(15:20) From Sinatra to Today: Legacy, Location & Audience ExperienceStories about Frank Sinatra opening the venue, other major artists, the intimate feel, and the perks of free parking and nearby amenities.(23:17) Programming Strategy: Concert-Heavy Mix, Partners & Co-ProsBreakdown of annual show volumes, music vs. Broadway, how co-promotion works, and why Cerritos shifted toward more collaboration with promoters.(32:03) Finding Prism: Fixing Calendars, Financials & a Complex BuildingHow Jeff moved from Google Calendar and spreadsheets to Prism, modeled each configuration as its own “stage,” and tightened up financial tracking.(40:11) What Insights Is & How It Changes Deal MakingMatt explains Prism Insights, and Jeff shares how real-time box office and streaming data help with ticket scaling, demand prediction, and negotiating offers.(46:01) City-Owned Venue Math: Taxpayers, Revenue Pillars & Events Like Mango FestJeff walks through Cerritos' three main revenue streams, the economic development mission, and examples of events that drive people (and spending) into the city.(52:35) Industry Health, Data Sharing & Closing ReflectionsThey talk about artist fees, venue closures, using Insights to build sustainable deals and develop artists, and close with thoughts on Prism's evolution and the venue–software relationship.Please share this with anyone that might be interested in the topics, links below to subscribe and stay in the loop with the podcast and Prism:Subscribe ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Prism⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on Instagram (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@prismfm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)Follow us on LinkedIn (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)Meet the Podcast Host/CEO of Prism -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matt Ford⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Opening Music -⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Banana Bread - Layton.rx⁠⁠⁠⁠⁠⁠⁠ (Prism engineer!)

The Australian share market recovered from three straight sessions of losses, closing higher on Thursday as China's services sector data exceeded expectations. Financials led gains with major banks rising strongly, while miners bounced back sharply from Wednesday's heavy selloff. Energy stocks retreated on oil price softness, and several large names traded ex-dividend. Upcoming US jobs data and local dividend payments remain key catalysts ahead.Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX closed up 42 points or 0.46% to 9020, breaking three sessions of losses. 8 of 11 sectors closed higher, 3 lower. Financials led, up 0.86%, with CBA up 0.8%, NAB up 1.8%, ANZ up 1.3% and WBC up 1.5%. Healthcare and REITs both closed up 0.80% as bond yields eased. Energy was the worst sector, down 1.24%, with BPT down 2.8% and STO down 0.4% as WDS traded ex-dividend. Info Tech fell 0.78% on WTC down 2.4% and TNE down 1.9%.Materials rose 0.39% despite BHP trading ex-dividend. The Gold sector closed up 2.92%, led by KCN up 5.4%, RSG up 4.3%, NST and EVN both up 2.6%. BSL rose 3.0%, GMG rose 2.9% and NEM rose 2.7%. Iron ore rose 1.74% to $99.25 a tonne and copper held near $6.60/lb, while WTI crude fell 1.20% to $89.92 a barrel on renewed tension in the Middle East. Lithium gave back its gains from earlier in the week, with LTR down 4.0% and WES backed lithium exposure soft. Uranium gained, with DYL up 8.4%.CTD collapsed 85.6% after it relisted on the ASX. REG fell 27.0% on aged care funding rate changes from October 1, (see ASX today). EGH closed flat after confirming a $123.8m purchase of six aged care communities from INA.Kospi up 0.26% on semiconductor demand, TAIEX down 0.67%, SSE down 0.72%, TOPIX up 0.58%. US futures flat. The AUD closed at 71.66c.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The Australian share market finished August mixed but on track for a fifth consecutive month of gains. Financials led while miners and tech retreated following hawkish commentary from US Fed Chair Jerome Powell at Jackson Hole, raising odds of a September rate hike. Gold prices fell sharply, pressuring the gold subsector. Key catalysts ahead include the US Fed meeting on September 16 and the RBA decision weeks later, alongside building approvals data and ongoing dividend payouts. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Fred Bell, President and COO, of Elemental Royalty Corporation (TSX: ELE) (Nasdaq: ELE), joins me to review the key metrics from their record Q2 financials, updates on their key producing and development royalty and streaming assets, and the organic growth profile in front of the company over the next few years.   Q2 2026 Financial Highlights   Quarterly Revenue of US$23.8 million, the Company's second highest quarterly result, and up 127% over revenue plus attributable share of Caserones in Q2 2025; Record Gold Equivalent Ounces (“GEOs”) of 5,248 for Q2 2026 (3,184 in Q2 2025), and record 10,231 GEOs for H1 2026 (7,790 in H1 2025); Adjusted EBITDA of US$17.4 million, up 99% over adjusted EBITDA in Q2 2025, reflecting increased operating leverage and portfolio performance; Record operating cash flow of US$15.5 million, up 8% over adjusted operating cash flow in the comparative period; Cash and cash equivalents of US$74.2 million as of June 30, 2026, together with the Company's undrawn credit facility, provide significant financial flexibility to support continued growth; On track to meet GEO and revenue guidance of 17,000-21,000 GEOs for 2026, driven by significant contributions from Karlawinda, Bonikro, Timok, and Caserones.   Fred highlighted again that Q2 will be their second quarter with their new dividend policy, which provides investors the option of being paid in either cash or Tether Gold tokens, (which are backed by physical gold).  This leads into a discussion about the corresponding value of having Tether Investments S.A. de C.V as their key stakeholder.     We go on to do a rapid-fire review of their key cornerstone gold and copper assets within their royalty portfolio of 18 cash-flowing royalties, 28 advanced development assets, and ~250 total mineral royalties globally; diversified across multiple jurisdictions and across precious metals, critical minerals, and battery metals.   Wrapping up we discuss the optionality they have for future accretive transactions with their cash on hand and access to the revolving credit facility.  Fred recaps the transformative year that the Company has had over the last 12 months since announcing the merger of Elemental Altus and EMX Royalty, the uplisting to the Nasdaq, the multiple acquisitions made, the handful of generative asset transactions executed on, their large increase in liquidity, and the potential for a valuation rerate as more institutions can now position in the stock and they are now getting added into various indexes.   Click to follow the latest news from Elemental Royalty Corp   Elemental Royalty Corp – Visual Tour Through The Key Producing and Development Royalty Assets https://youtu.be/241kg_E_bGI     To see a comprehensive list of all Elemental Royalty Corp assets: https://www.elementalroyalty.com/our-assets/   If you have any follow up questions for Dave or Fred at Elemental Royalty Corp, then please email those to me at  Shad@kereport.com.   In full disclosure, Shad is a shareholder of Elemental Royalty Corp at the time of this recording, and may choose to buy or sell shares at any time.     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Brad Langille, President & CEO, of GoGold Resources Inc. (TSX: GGD) (OTCQX: GLGDF), joins us to highlight their key news released on August 25th, which announced the formal commencement of site construction at the fully-funded Los Ricos South in Jalisco, Mexico. This milestone follows the completion of a feasibility study in 2025 and the granting of the project permit from the Mexican Government in June of this year.  We also outline that Los Ricos North is the next development project in the cue after the Los Ricos South mine build, and we review Q3 financials and operations from their operating Parral Mine.   GoGold Resources is fully financed with a robust cash position of US$284 million, strong cash flow from production at Parral, and zero debt as they begin construction at Los Ricos South. The decision to advance detailed engineering early gave their team a meaningful head start on ordering long-lead time equipment, which should support an effective execution of the build and keep the build on track for first gold pour in June 2028.   Update on construction and engineering activities:   Underground mining contractor has been selected. Portal construction is scheduled for Q4 2026, with initial mine development to begin in January 2027. Additional geotechnical drilling is currently underway to define exact portal locations and overall underground conditions, which will aid in further optimization of the underground mine plan, with specialist support provided by WSP Geotechnical Engineering. Detailed plant design by M3 and DENM Engineering is approximately 85% complete. RMS (Responsible Mining Solutions) is advancing the detailed design of the paste backfill plant. Orders for all critical long-lead time equipment have been placed, including the SAG mill, tailings filter, crusher, electrical switchgear, Merrill-Crowe plant, conveyors, slurry pumps, hydrocyclones, feeders and screens. The EPCM contractor (M3) is now on site for the construction phase. GoGold has also appointed a construction manager who is currently at site. The earthworks contractor has been mobilized to site, work has commenced at the plant site. As part of its environmental mitigation program, GoGold has launched a regional mitigation program that includes the planting of 20,000 trees to support local reforestation.   We delve into the resources, DFS-stage economics, and anticipated production profile from their flagship Los Ricos South Project.  Then we have Brad outline the pathway forward and further augmentation of their production profile a few more years out from the Los Ricos North development and exploration project in the state of Jalisco.    Rounding out the discussion we get a Q3 financial and operations update from their producing Parral Tailings mine, in the state of Chihuahua. The cashflows from this mine will continue to fund the development and exploration at both Los Ricos South and Los Ricos North.   Highlights for the quarter ending June 30, 2026:   Record operating cash flow of $26.3 million USD Cash of $284 million USD Revenue of $27.8 million on the sale of 419,986 silver equivalent ounces (SEO) at an average realized price per ounce of $66.09 Net income of $10.9 million Production of 477,464 SEO, consisting of 268,673 silver ounces, 3,036 gold ounces, 88 tonnes of copper, and 116 tonnes of zinc   If you have any follow up questions for Brad on GoGold Resources, then please email us at Fleck@kereport.com or  Shad@kereport.com.   In full disclosure, Shad is a shareholder of GoGold Resources at the time of this recording and may choose to buy or sell shares in the market at any time.   Click here to follow the latest news from GoGold Resources     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Arturo Préstamo Elizondo, Executive Chairman and CEO of Santacruz Silver Mining Ltd. (TSX.V: SCZ) (NASDAQ: SCZM) (FSE: 1SZ), joins us for a review of the strong Q2 2026 financial and operational results across their portfolio of 4 producing silver-zinc mines and ore feed sourcing business in Bolivia and Mexico. We also review a few of the key growth initiatives that the company has slated for 2026 across multiple projects.   Q2 2026 Highlights   Revenues of $113.5 million, a 55% increase year-over-year. Gross profit of $51.1 million, a 102% increase year-over-year. Adjusted EBITDA of $46.7 million, a 74% increase year-over-year. Cash and highly-liquid marketable securities of $72.8 million, an 82% increase year-over-year. Working capital of $86.1 million, a 43% increase year-over-year. Net income of $2.0 million, a 90% decrease year-over-year, reflecting the impact of the non-recurring tax event and non-cash CVR revaluation discussed below. Average realized price per silver ounce sold of $72.17, a 118% increase year-over-year. AISC per silver ounce sold of $21.87, a 25% increase year-over-year. Realized mining margin per silver ounce sold of $50.30, a 222% increase year-over-year. Average realized price per zinc tonne sold of $3,302, a 12% increase year-over year. AISC per zinc tonne sold of $2,219, a 46% increase year-over-year. Realized mining margin per zinc tonne sold of $1,083, a 24% decrease year-over-year.   We had Arturo unpack for listeners how the net income for the quarter was significantly impacted by two non-recurring tax events associated with changes in Bolivia's exchange rate and inflation assumptions, as well as a non-cash fair value adjustment related to the Glencore contingent value rights (CVRs). He points out that these items obscure the underlying strength of their operating performance this quarter.   The largest impact on net income was an unusually high $36.1 million income tax expense caused by two non-recurring events. One event was the result of the revaluation of the Boliviano following the change in the official exchange rate from 6.96 to 9.77 Bolivianos per U.S. dollar, a 40% decrease. The income tax expense was also impacted by a non-recurring taxable gain related to a reduction in their decommissioning and restoration provision, which was driven by forecasted lower inflation over the lives of our mining operations in Bolivia. Additionally, their net income was further affected by a $15.8 million non-cash fair value adjustment to the consideration payable balance arising from the CVRs granted to Glencore. The value of the CVR liability is merely a valuation of the payouts that could occur up to the end of 2032. The payments are only triggered when the month's average LME zinc price exceeds $3,850 per tonne, a threshold that has not been exceeded since the inception of the agreement in 2024. Its important to consider that any payments triggered by higher zinc prices would be accompanied by increased sales revenues from the higher price. Excluding the loss from the change in fair value of the CVR, net income for the quarter would have been $17.8 million.”   At Bolivar silver production increased 32% quarter-over-quarter to 343,522 ounces, driven by ongoing recovery efforts in the areas affected by the localized flooding event that occurred in May 2025. San Lucas processed 22% more ore than in the prior quarter. Consolidated zinc production increased 7% to 23,240 tonnes, driven principally by higher throughput, which more than offset lower zinc grades at Bolivar and Porco. Porco delivered higher silver and zinc production, driven by stronger silver grades and improved metal recoveries, while Caballo Blanco continued to make steady, meaningful contributions.   At Zimapan, operations rebounded from the temporary constraints experienced during the first quarter, including limited ventilation in the higher-grade zones at Level 960 due to a contractor delay in completing the ventilation Robbins incline shaft, as well as repeated power interruptions caused by the local service provider's maintenance of the power grid. As a result, metal recoveries improved across all four payable metals. There will be the first NI-43-101 compliant maiden resource estimate released in the next month at Zimapan, with the goal to demonstrate the mineral inventory has replenished the ore that has been mined and milled over the last few years, and even grown the resources.   Next we transitioned to future growth, where the operations team is advancing their silver-dominant Soracaya mine towards development and near-term production. There is already a decline ramp into this project with initial stope access in 2 areas, and the team has been working on an optimization plan.  Once the permit is received in September, the plan is to get the mine into initial ramp-up production by Q4 of 2026.   Wrapping up, we discussed the potential for future accretive acquisitions in the Americas, and various other growth drivers on tap that could create the catalysts for a rerating higher, that would be more in alignment with other mid-tier silver producer peers.     If you have any follow up questions for Arturo regarding Santacruz Silver, then please email those to us at Fleck@kereport.com or Shad@kereport.com.   In full disclosure, Shad is a shareholder of Santacruz Silver at the time of this recording, and may choose to buy or sell shares at any time.     Click here to follow the latest news from Santacruz Silver     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Over the past three episodes, I had a very special guest; Kevin Ford, the former CEO of Calian. Our previous conversations trace a powerful progression from self-leadership to connecting with others. In the final episode of this series, we explore how a profound sense of purpose united by a set of core values truly anchors an organization. Our discussion moves beyond corporate clichés, as we dig into how purpose statements can resonate from the C-suite to every desk and production floor, and why stories, not slogans, are the secret to unlocking commitment and pride. Listeners will also find practical insights on transforming company values from static posters into lived behaviors, using transparency, feedback, and authentic leadership. This journey ultimately challenges every leader to reflect on the following question: Are your company's values visible in the daily experience, or just in the posters on the wall?Through the lens of firsthand leadership stories, our conversation examines the risks of focusing only on financial metrics and offers powerful reminders that true value is created when people are proud not just of their work, but of its impact. Tactics like regular storytelling, open surveys, and clear expectations set the stage for a culture where integrity, respect, and community involvement drive both performance, engagement and well-being.For leaders and teams navigating the complexity of today's business world, this episode serves as both an inspiration and a toolkit for embedding purpose and values that last.What You'll Learn- The Power of Purpose-Driven Organizations.- Developing and Communicating Core Values.- Storytelling as a Leadership Tool.- Metrics Matter: Move Beyond Just the Financials.- Balancing Performance and Values.- Navigating Personal and Organizational Values Misalignment.- The Ongoing Practice of Authentic Leadership.Podcast Timestamps(00:00) - Introduction to Part 3: The Road We Travelled with an Introduction to Purpose and Values(03:04) - Defining Purpose in Organizations(05:25) - Developing and Living a Purpose Statement(09:28) - The Tangible Benefits of Purpose-Driven Organizations(13:45) - Strategies for Building a Purpose-Driven Culture(18:36) - Defining and Living Core Values(23:06) - Ensuring Alignment Between Stated and Lived Values(27:05) - Balancing Performance Pressures with Values(35:06) - Navigating Personal vs. Organizational Value Misalignment(41:00) - Final Reflections on the Foundations of Positive LeadershipKEYWORDSPositive Leadership, Purpose-Driven Organization, Core Values, Empathy, Transparency, Respect, Candor, Organizational Culture, Community Involvement, Storytelling, Company Mission, Organizational Alignment, Values Drift, Employee Motivation, Behavioral Anchors, Values-Based Leadership, Organizational Trust, Accountability, Purpose and Values Integration, Lived Values, CEO Success

The big things you need to know:First, we took a look back at equity market and sector performance in 2H18 and 2H22, around the last two midterm elections. Conditions were choppy with two distinct drawdowns interrupted by a meaningful rally. Consumer Staples and Health Care outperformed during the drawdowns while Financials, Industrials, and Materials outperformed in the rebounds.Second, other things that jump out in our updates this week include shifts we're seeing in our factor work, descriptions of a cautious consumer in our earnings call transcript analysis, the tendency of the stock market to perform well when IPO activity is ramping up, and what we see as reasonable valuations across the major indices in the US.

D-Lo wraps up his conversation with James Ham and then talks NBA owners.

CNBC's Kate Rooney reports on Anthropic's annualized revenue run rate hitting $65 billion at the end of July, a sevenfold increase from a year ago.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcEveryone wants to know where the S&P 500 is going next… 9,000? 10,000? And honestly, that's probably the wrong question to be asking. This conversation gets into why trend trading isn't about predicting some magic number, why new all-time highs aren't automatically a reason to sell, and how the data underneath the market is painting a much more interesting picture right now.There's a part in here that really hits. You don't need to know where a stock is going to go—you need to know what it's doing right now. That's why there's so much focus on following the trend, watching buy signals, Fear & Greed, market breadth, and getting out when the trend actually changes. Instead of anchoring yourself to somebody else's 9,000 or 10,000 prediction, the goal is to ride the move for as long as the data supports it.The sector breakdowns get really interesting too. Financials are showing strength, materials and technology continue to perform well, and the Sector Intelligence Map is used to drill down from strong sectors into stronger industries and individual stocks. PRAA and ECPG stand out, while Cisco and Applied Materials are showing why a strong sector doesn't automatically make every stock inside it a good trade. Micron and Super Micro also get a closer look as semiconductor strength starts to emerge.And then there's the bigger macro picture. AI, data centers, rising bond yields, potential Fed rate hikes, inflation, energy supply, and whether the economy can continue grinding higher all come into the discussion. Gold and silver are showing bullish signals too, while Walmart and the consumer staples sector provide an interesting look at where defensive strength could be coming from.✅ S&P 500, SPY, QQQ, Nasdaq, and current market analysis✅ Trend trading vs. trying to predict 9,000 or 10,000✅ Sector Intelligence Map, financials, technology, and semiconductors✅ Micron, Super Micro, Amazon, Nvidia, ECPG, PRAA, and stock analysis✅ Fed rates, inflation, AI spending, bond yields, gold, and silverIf you've ever found yourself trying to predict the exact top or bottom… this one is a good reminder that you don't actually need to know what's coming next. You just need a plan for what to do when the trend is going up—and what to do when it stops.Video Links:https://www.youtube.com/watch?v=uLrbBtMe1y4https://www.youtube.com/watch?v=eXBFnfrt2gU&t=131shttps://www.youtube.com/watch?v=nqU8hEeIj3s&t=143shttps://www.youtube.com/watch?v=Ils_bnDXiTgSubscribe to OVTLYR for disciplined trading strategies that actually make sense.

Key takeaways Saudi equities have drifted to roughly zero sensitivity to oil once global equity movement is accounted for. UAE equities now move against crude, driven by property rather than energy. Aramco and the petrochemical names are close to 19% of the Saudi index, yet Aramco rose about 15% as crude rose 31%. Under half the move reached shareholders. Real estate is about 18% of the UAE market and fell roughly 20%, with one developer causing most of the damage. Energy is only about 9%. Financials are roughly 40% of each market, which is why both now track global sentiment more closely than the oil price. Only about one in four Saudi equity funds beat TASI. Cash and sukuk funds returned a median of 3.8%, and nearly half of all fund assets in the Kingdom already sit there. The gap between the best and worst Saudi equity fund exceeded 24 points in a market that moved 3.2%. Selection mattered far more than allocation. Links CNBC International, Access Middle East segment: Gulf equities at a negative correlation with oil markets, 14 August 2026 — watch here: https://www.cnbc.com/video/2026/08/14/gulf-equities-at-a-negative-correlation-with-oil-markets.html CIO Memo, August 2026: charts and full analysis: https://acrobat.adobe.com/id/urn:aaid:sc:US:690f5a67-7f58-4e3d-b5f8-48c02b131733  Dantes Outlook website: www.dantesoutlook.com The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.Visit us at www.dantesoutlook.com

Simon and Harvey catch up on some financial results around the world, with some adjacent conversations including traffic, hirings, amortization, LLM traffic, legislation changes, going public, and more...0:00 Intros and PPW Europe update3:00 Rightmove HY 2026 results11:30 Scout24 H1 and Q2 202619:25 REA Group FY2026 results31:00 Idealista FY2025 results42:00 Square Yards Q1 2027

Jason Jessup, CEO and Director of Magna Mining (TSX: NICU) (OTCQX: MGMNF), joins me for a review of Q2 financials and operations at the McCreedy West Mine and the expedited development pathway for the Levack and Crean Hill mines located in Sudbury, Ontario. We also discuss the larger exploration strategy across many projects, and how the company is continuing to recruit and grow a quality base of employees.   Q2 Highlights:   In Q2 2026, Magna achieved record production with 98,446 tons of ore processed from the 700 Footwall Copper Zone at the McCreedy West copper-precious metals-nickel Mine in Sudbury, Ontario, Canada at a grade of 3.34% copper equivalent (“CuEq”) and 6.6 million CuEq contained pounds (“lbs”) based on realized metal prices in the quarter. The Company produced 4.5 million CuEq payable lbs in Q2 2026 and 8.6 million CuEq payable lbs in the first half of 2026. The Company continues to expect to achieve full year 2026 guidance for all metrics, including production of 16.0-18.0 million CuEq payable lbs. The Company's Q2 2026 year-to-date Total Recordable Injury Frequency Rate (TRIFR) was 0.63, compared to 3.87 during the same period in 2025, representing an 84% reduction. Additionally, McCreedy West Mine achieved a significant milestone in June 2026 by completing one year without a recordable injury. During Q2 2026, Magna generated record positive cash margin3 of $8.9 million and free cash flow of $5.1 million. Quarterly cash costs and All-in sustaining costs (“AISC”) of US$3.76 per CuEq lb, and US$4.54 per CuEq lb, respectively. Production costs per ton processed in Q2 2026 declined by 6.9% from the prior quarter to $199 per ton. Exploration and evaluation expenses in Q2 2026 of $5.3 million, including $5.0 million at Levack Mine with a focus on infrastructure readiness to support early ore sources and establishing underground exploration platforms to continue drill testing the R2 Footwall Zone as well as other targets. Both the Levack Preliminary Economic Assessment (“PEA”) and the Crean Hill Pre-Feasibility Study (“PFS”) are on track to be completed during Q3 2026. Ended Q2 2026 with cash and cash equivalents of $40.0 million and a working capital balance of $45.3 million. On June 23, 2026, the Company graduated from the TSX Venture Exchange (“TSXV”) to the Toronto Stock Exchange (“TSX”). The TSX uplisting is expected to enhance the Company's profile within the investment community, improve trading liquidity, and provide greater access to a broader range of investors. Subsequent to the end of Q2 2026, on July 6, 2026, the Company announced a strategic investment by Alpayana S.A.C (“Alpayana”) via a non-brokered private placement financing to purchase 62,222,222 common shares of the Company at a price of $2.25 per common share for aggregate gross proceeds of approximately $140.0 million. Upon closing, Alpayana is expected to hold approximately 19.9% of the issued and outstanding shares of the Company and closing of the Offering is anticipated during Q3 2026, subject to receipt of all required regulatory approvals. Magna's Chief Financial Officer, Scott Gilbert, has advised the Company of his intention to retire by the end of 2026. Greg Huffman, Senior Vice President, Capital Markets, will formally assume the role of Chief Financial Officer upon Scott's retirement. Greg will work closely with Scott over the coming months to support a smooth transition.     Click here to follow along with the news at Magna Mining     If you have questions for Jason regarding Magna Mining, then please email me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Magna Mining at the time of this recording, and may choose to buy or sell shares at any time.        For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

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Ask your questions hereWelcome to the show. This week we talk about The Gears of War Beta, Pokémon Pokopia DLC, and Lies of P Switch 2 impressions. In news, we talk about GTA 6 showing extended look with Netflix and Nintendo's latest financials.Youtube Channel: Gaming with the Broscast - YouTubeCheck out our website at https://gamingwiththebros.comCheck out our merch here: Gaming With The Bros | SE.Merch (streamelements.com)Send emails to gamingwiththebros@yahoo.comFollow us on Twitter @gamingwtbrosWatch live every Monday on twitch at 8:30 PM EST @gamingwiththebroscast https://www.twitch.tv/gamingwiththebroscastCheck out our Tik Tok @gamingwiththebroscastListen to the show on all podcasting platforms every TuesdayNick's Social Media:https://soundcloud.com/nickvp95-1https://www.youtube.com/user/nickvp95Harrison's Social Media: YouTubeInterested in starting your own podcast? Use this link to get $20 Amazon credit cardhttps://www.buzzsprout.com/?referrer_id=64920Support the showSupport the show

Dupree Financial Group  Blog & Podcast The Tom Dupree Show The Financial Hour · Hour 2 · August 8, 2026 Is the AI Rally a Bubble? What Retirees Should Watch For The Tom Dupree Show | Dupree Financial Group | dupreefinancial.com | 859-233-0400 By Tom Dupree, Founder, Dupree Financial Group III     Ii               I iiI.  Is this AI Rally Built to Last? Turn on any market report lately, and you’ll hear the same story: a handful of AI-linked names are doing most of the heavy lifting. On this week’s Financial Hour, Tom sat down with analyst James Dupree and market analyst Michael Dawahare to talk through what’s actually driving that rally — and it’s a more complicated story than “AI stocks are up.” The conversation opened with reshoring: American companies bringing manufacturing back from overseas, and the market slowly absorbing the idea that this makes more sense than the offshoring wave of the ’70s, ’80s, and ’90s. From there it moved into the AI infrastructure buildout, the old industrial companies suddenly catching a second wind because of it, and a cautionary tale about a leveraged AI hedge fund that lost 78% of its value in three weeks. Tom, James, and Michael walked through the Gold Rush and dot-com parallels, why diversification matters more than ever in a fast-moving sector, and where Dupree Financial Group is finding value right now — financials, insurance, mortgage REITs, and energy. The short version: something real is happening in AI and in American manufacturing. But a real trend and a sure thing are two very different things, and knowing the difference is the whole job. “There’s gonna be people riding high on AI right now who in four years may not be. Don’t just focus on the new technology — ask what are the derivative trades, what can go wrong. Because something will.” — Tom Dupree Topics Covered Why the market is absorbing the reshoring of U.S. manufacturing — and why that’s different from a tariff headline The AI infrastructure buildout, and which “old economy” companies (Johnson Controls, Cummins) are catching a second wind from it The Leopold Aschenbrenner story: how a 4x-leveraged AI fund went from $45 billion to a forced $10 billion sale in about three weeks Gold Rush and dot-com parallels — and who actually made the money when a boom goes bust Regional mall traffic and the return of in-person, live entertainment spending as a signal worth watching Why financials, insurance, and mortgage REITs are on Dupree Financial Group’s radar right now The capital gains tax cost of trying to “sell at the top” and buy back in lower Why a “set it and forget it” approach is especially risky in a fast-moving sector like AI Security concerns as new AI models test the limits of their own guardrails Key Takeaways Reshoring is showing up in the data, not just the headlines. Manufacturing activity has expanded for several consecutive months, and reshoring initiatives have driven a meaningful number of announced U.S. manufacturing jobs since 2010 — a trend the show connected directly to the “picks and shovels” companies benefiting from it. AI infrastructure spending is running far ahead of AI revenue. The largest tech companies are on pace to spend hundreds of billions on AI infrastructure this year alone — spending that, by some estimates, is outpacing the revenue AI products are currently generating. That gap is exactly what Tom, James, and Michael were pointing to when they said “something will go wrong.” Leverage turns a good idea into a forced sale. The Leopold Aschenbrenner fund didn’t lose money because AI was a bad bet — it lost money because a 4x-leveraged position can only absorb so much of a pullback before it’s liquidated. That’s a lesson about position sizing, not about AI. History says the “picks and shovels” companies often outlast the flashiest players. Tom’s Levi Strauss story from the Gold Rush isn’t just a fun aside — it’s the show’s real thesis. When a boom happens, the companies supplying the boom sometimes outlast the speculative names chasing it. Diversification is what protects you when some AI names don’t make it. Nobody on the show argued AI is fake. The argument was that not every AI company will succeed, and a portfolio built around five or ten concentrated bets is a very different risk profile than one spread across sectors. Trying to time a pullback can trigger its own tax bill. Selling a highly appreciated position to avoid a possible drop means paying capital gains tax on the gain — which, as James pointed out, can functionally act like selling at the top even if the stock never actually drops that far. Dividend-paying sectors remain the core of the plan, regardless of what AI does next. Financials, insurance, mortgage REITs, and energy were named as areas of current focus — companies tied to real, ongoing economic activity rather than to a single technology cycle. “Set it and forget it” is the riskiest approach in a fast-moving sector. The show’s closing message: stay alert, stay informed, and know what you own — because in a sector that can move 10-15% in a day, being asleep at the wheel is exactly when it costs you. The Reframe: What This Means for Your Portfolio Here’s where we’d push the conversation a step further than the show had time for. The AI story and the reshoring story aren’t really two separate topics — they’re the same story told twice. Both are examples of real, durable economic activity attracting an amount of capital that may or may not be justified by what it produces. The five largest U.S. tech companies are on pace to spend somewhere in the range of $660–690 billion on AI infrastructure this year alone, nearly double the year before, according to industry analysis from Futurum Group. Other estimates put the ratio of AI infrastructure spending to AI software revenue at close to eighteen-to-one, per S&P Global research reported by ETF Trends. That doesn’t mean the technology is fake — it means the payoff isn’t set to arrive on the same timeline as the spending, and it may not arrive on that timeline at all. The Bank for International Settlements — essentially the central bank for the world’s central banks — has already flagged the scale of this spending as a risk worth watching, noting that combined AI capital expenditure across 2025 and 2026 is outpacing the free cash flow of the companies funding it, per Fortune’s reporting. Fidelity’s own research team has taken a more measured view, noting that as of early 2026 they aren’t yet seeing some of the classic bubble warning signs, like shrinking free cash flow among the AI leaders — but they’re watching closely, and so should you (Fidelity). Both things can be true at once, which is exactly what Tom, James, and Michael said on air. This is precisely the environment dividend-focused, diversified investing was built for. Research from Hartford Funds, using data going back to 1973, has found that companies that grew or initiated a dividend have historically delivered higher returns than the broader market with meaningfully less volatility than non-dividend payers (Hartford Funds). That’s the case for owning financials, insurance, and energy alongside — not instead of — exposure to the AI and reshoring trends. You get to participate in the buildout without betting the whole plan on any single piece of it working out on schedule.     Related Reading Listen to this episode and browse past shows on the Podcasts page Learn more about our approach and team on the About Us page Schedule your own complimentary portfolio review from the DFG homepage About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 48-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at dupreefinancial.com under the Podcast tab. TD Tom Dupree Founder of Dupree Financial Group and host of The Tom Dupree Show. Tom started in the investment business in 1978 as a municipal bond salesman, and has spent 47 years building an income-first, fee-only approach to retirement investing in Lexington, Kentucky. Schedule a Complimentary Portfolio Review If you’re not sure whether you know what’s actually driving your portfolio’s gains right now — and whether it could unwind as fast as it built — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400 | Visit: dupreefinancial.com { "@context": "https://schema.org", "@type": "PodcastEpisode", "name": "Is the AI Rally a Bubble? What Retirees Should Watch For", "url": "https://www.dupreefinancial.com/is-the-ai-rally-a-bubble-what-retirees-should-watch-for/", "datePublished": "2026-08-08", "description": "Tom Dupree, James Dupree, and Michael Dawahare discuss the AI market rally, reshoring, and where Dupree Financial Group sees value for retirement portfolios right now.", "partOfSeries": { "@type": "PodcastSeries", "name": "The Tom Dupree Show", "url": "https://www.dupreefinancial.com/podcasts" }, "author": { "@type": "Person", "name": "Tom Dupree" } } { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "Is the AI stock rally a bubble?", "acceptedAnswer": { "@type": "Answer", "text": "It's too early to say for certain. AI infrastructure spending is running well ahead of AI revenue, which is a real warning sign, but the underlying technology and demand are also real. The honest answer is: parts of it may be a bubble, and parts of it may not be — which is exactly why diversification matters." } }, { "@type": "Question", "name": "What is reshoring, and why does it matter to investors?", "acceptedAnswer": { "@type": "Answer", "text": "Reshoring means bringing manufacturing and industry back to the U.S. from overseas. It matters to investors because it's benefiting a range of established industrial companies, and manufacturing activity data has shown consistent signs of expansion." } }, { "@type": "Question", "name": "What happened with the Leopold Aschenbrenner AI hedge fund?", "acceptedAnswer": { "@type": "Answer", "text": "A hedge fund that was leveraged roughly 4-to-1 on AI infrastructure stocks was forced to sell at a steep loss after the market moved against it, dropping from about $45 billion in net asset value to roughly $10 billion in about three weeks. It's a reminder that leverage, not the underlying investment thesis, is often what causes forced losses." } }, { "@type": "Question", "name": "Should retirees own AI-related stocks?", "acceptedAnswer": { "@type": "Answer", "text": "There's no one-size-fits-all answer, and this isn't individualized advice. Generally speaking, exposure to a trend like AI works best as part of a diversified, income-generating portfolio rather than as a concentrated bet, especially for retirees who need their money to last for decades." } }, { "@type": "Question", "name": "What is Dupree Financial Group's approach to sector risk like AI?", "acceptedAnswer": { "@type": "Answer", "text": "Dupree Financial Group focuses on dividend-paying stocks and bonds across a range of sectors, including financials, insurance, and energy, rather than concentrating in any single trend. The goal is income and growth investors can understand, not a bet on any one technology." } } ] } The post Is the AI Rally a Bubble? What Retirees Should Watch For | Dupree Financial Group appeared first on Dupree Financial.

Value investing spent fifteen years out of fashion. This year, it's beating the index almost everywhere you look — energy up roughly 20%, industrials 17%, healthcare 15%, utilities 14%, financials 12% — while the S&P 500 sits near 8–9%. This week we dig into the return of value investing and what the greatest investors of all time can teach us right now. On this week's Money On Tap, we go deep on the tradition that runs from Benjamin Graham through Warren Buffett and Charlie Munger: buying good businesses at sensible prices, collecting the dividends they pay you, and letting compounding do the heavy lifting. We explain why value went dark from roughly 2009 to 2025 — cheap money was rocket fuel for growth stocks — and why higher interest rates have flipped the script: growth borrows, value pays you. We connect the rotation to worn-out tech traders taking gains, the 401(k) flywheel, and the demographic engine underneath it all — roughly 10,000 baby boomers reaching retirement age every day, all needing present-day income. Plus Pepsi's 53-year dividend streak and a candid conversation about when mutual funds and ETFs stop making sense and direct stock ownership starts. What you'll learn:The sector scoreboard: energy ~20%, industrials ~17%, healthcare ~15%, utilities ~14%, financials ~12%, staples ~9% — vs. the S&P 500 near 8–9%Graham vs. Buffett: buy cheap and sell at fair value, or buy outstanding businesses and hold for decadesMunger's rule: "The big money is not in the buying or the selling, but in the waiting"Why low interest rates buried value for fifteen years — and why higher rates brought it backMargin of safety: the idea that protects you when you're wrongWhy money is rotating into companies that pay you to own them — dividends over promisesThe demographic engine: 10,000 boomers a day retiring and the demand for present-day incomeThe compounding story: Buffett's American Express dividends now exceed his entire original investment — every yearWhen funds stop making sense: the case for direct stock ownership at higher net worthPlus Money In The News:SpaceX says it's coming for AT&T, Verizon, and T-Mobile customers — but does satellite cell service actually work?The Treasury has refunded $100 billion in invalidated tariff revenue to companies — and none of it is coming back to youA tale of two housing markets: luxury demand surges while starter-home buyers finally see inventoryWant a white paper on this week's topic? Email us at info@yourmoneyontap.com and we'll send it over. Read our most recent Blog Post on this topic here: https://www.fmgwebsites.com/d772de05-9833-44e4-9676-f510f85cef74/blog/the-return-of-value-investing-why-boring-profitable-companies-are-winninSchedule a free consultation: https://app.greminders.com/t/9f3ce72e/initialconsultaBrowse the full Money On Tap library: https://www.brayshawfinancial.com/money-on-tap Contact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comSecurities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. All other services offered through Brayshaw Financial Group, LLC are independent of Osaic Wealth, Inc. Osaic Wealth, Inc. and Brayshaw Financial Group do not provide tax or legal advice. Index and sector figures cited are approximate year-to-date values as of the air date, drawn from sources believed reliable, and subject to change. Dividend payments are not guaranteed and may be reduced or eliminated at any time. Past performance is not a guarantee of future results.What is value investing and why is it working again in 2026?Value investing means buying strong, profitable, often dividend-paying companies at sensible prices and holding them patiently — the approach built by Benjamin Graham and made famous by Warren Buffett and Charlie Munger. It struggled while near-zero interest rates favored growth stocks, but higher rates flipped the equation: in 2026, value sectors like energy (~20%), industrials (~17%), and healthcare (~15%) are outpacing the S&P 500's roughly 8–9%. The appeal is simple — instead of borrowing to chase growth, these companies pay shareholders real income today, and reinvested dividends compound over decades.

Harvey Hancock and Simon Baker break down the latest US portal results from Zillow and CoStar Group.00:00 Intros06:13 Zillow's Q2 results and wider context09:57 Zillow layoffs and the AI efficiency question15:16 Realtor.com, Redfin, and the broader traffic trend19:32 Turning tire kickers into qualified prospects20:07 AI assistants as qualification and nurture tools23:36 CoStar Group, Homes.com, and revenue mix38:39 Depth advertising at Homes.com43:11 Final conference reminder

Send us Fan MailBonus episode # 98: Revenue can be up and your stress can still be up right along with it. If your business is selling more but cash feels tight, your credit card is creeping higher, and you cannot explain where the money went, we are looking at the wrong scoreboard.We walk through the difference between revenue, gross profit, and net profit in plain language, then use a simple real-world example to show how “great sales” can turn into surprisingly small profit once direct costs and overhead hit. From underpricing and discounting to growth-driven expenses like contractors, software, ads, inventory, and equipment, we lay out the most common reasons sales volume can hide weak margins. We also call out the hidden costs that quietly erase your wins, including revisions, admin time, payment processing fees, travel, rework, and unpaid consultations.Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com.Support the showStephen is an experienced Finance Professional and Leader who offers fractional CFO services and development opportunities. Please visit his LinkedIn profile or Finance Leader Academy for more information.The views and information shared on The Finance Leader Podcast are intended solely for educational and informational purposes. They do not constitute financial, accounting, tax, legal, investment, or other professional advice. Always seek guidance from a qualified professional before making decisions related to your specific circumstances. 

It's time to talk about a bunch of stuff that happened in pro wrestling this past week, like the Motor City Machine Guns finally showing up in AEW in their hometown of Detroit, and the brand new AEW Continental Challenge Cup tournament with its 16-man field, and the WWE Q2 financials with the live event business quietly cratering, and more! Let's get into it!

This week, we begin with the story of Paloma Corona, the owner of a thriving preschool in Los Angeles who needed money to expand to a second location. She thought she was borrowing at an annual percentage rate of 13 percent. In reality, the effective APR was 170 percent. She also thought she was taking out a loan. Instead, she was placed in a merchant cash advance—an increasingly common form of financing that can sidestep many of the laws governing traditional loans. The daily payments quickly began draining not only the profits from her business, but also her personal savings. Her business survived, but only because a nonprofit lender stepped in to refinance the debt. Paloma's story is especially troubling because she wasn't reckless, uninformed, or running a failing business. She was trying to build a good business. But she was up against a financing industry that has become remarkably skilled at making extraordinarily expensive money look fast, easy, and affordable.My guests today have all been fighting this problem from different vantage points. Jay Goltz owns a picture framing business and a home furnishings store in Chicago. Ami Kassar helps business owners secure SBA and other responsible financing. And Louis Caditz-Peck, who helped build LendingClub's small business operation, is now executive director of the Responsible Business Lending Coalition.In our conversation, we talk about why good businesses get steered into bad financing, how brokers can earn more by recommending the most expensive products, why offers embedded in platforms such as QuickBooks, PayPal, and DoorDash can be especially tempting, and what business owners should do before accepting fast money. We also ask what seems like a remarkably simple question: What could possibly be the argument against requiring every small business financing company to disclose, clearly and prominently, the true annual percentage rate it is charging? This episode is brought to you by Grasshopper Bank.

On this episode of the Plug N Play Podcast, Henry addresses the death of physical gaming with Sony's own CFO commenting for the first time on the issue. Alongside Microsoft's financials, does Xbox truly have a plan that can pull them out of the gutter?Impressions this week span the gauntlet with Nintendo's new wacky romp of Rhythm Heaven: Groove. Along with Henry's introduction to true gacha degeneracy with Hololive Dreams, and impressions on the highly praised Chinese souls-kinda-like: Black Myth Wukong! Is it truly worthy of a GOTY nomination? Tune in to find out!Feel free to send us a question at plugnplaypodcast1@gmail.com for a chance to have it read out on the show!X/Twitter: https://x.com/PlugNPlayPod1Instagram: https://www.instagram.com/plugnplaypod1/TikTok: https://www.tiktok.com/@plugnplay397Spotify: https://open.spotify.com/show/7dE5501VjBjk9XbQdxvIG3Apple Podcast: https://podcasts.apple.com/kh/podcast/plug-n-play-podcast-video-game-news-and-reviews/id1725685950YouTube: https://www.youtube.com/channel/UC0kfqx6YQ5xqXRfaKRO8wJwLinktree: https://linktr.ee/plugnplaypodcastTimestamps:0:00 - Intro7:54 - Comment Corner36:35 - PlayStation response to killing discs1:03:22 - Xbox testing new ad streaming1:08:07 - Double Fine layoffs1:12:39 - Xbox News (Financials)Impressions:1:30:01 - Rhythm Heaven: Groove1:38:08 - Hololive Dreams2:05:16 - Black Myth Wukong

Your S&P 500 fund says 7% — but over 300 of its stocks are beating the index. This week we dig into the massive broadening of the market that almost nobody in the financial media is talking about, and why we think it's the healthiest thing to happen to this bull market in years.For three years, seven stocks did all the talking. This year, the other 493 are answering. On this week's Money On Tap, we walk through the numbers behind the broadening: the Magnificent Seven still make up roughly a third of every dollar in a cap-weighted S&P 500 index fund — which is exactly why so many statements look stuck at 7% while the equal-weight S&P runs above 14%, the Russell 1000 Value nears 20%, and healthcare and industrials each post roughly 24% year to date. We connect it to the 100-year-old Dow theory (industry makes goods, transportation moves them — and both are near highs), unpack the defensive-stock paradox (staples rallying while nobody calls a recession), revisit the historical pattern from 1983, 1995, 2003, 2013, and 2020 where tech blows out and then leadership broadens — and get practical about what a broadening market rewards most: rebalancing, equal-weight exposure, sector and international diversification, and knowing what your 401(k) actually owns.What you'll learn:Why a third of every S&P 500 index-fund dollar sits in just seven stocks — and what that's done to your return this yearThe breadth numbers: 300+ stocks beating the index, roughly seven in ten S&P names up on the yearThe sector scoreboard: healthcare ~24%, industrials ~24%, staples ~11.3%, financials ~9.7%, utilities ~7.6%Why money is rotating, not leaving — and why that's the opposite of how crashes startDow theory at 100+: what industrials and transports near highs historically signalThe defensive-stock paradox: staples leading without a recession call anywhere in sightThe rebalancing playbook: taking profits without apology, calendar discipline, equal-weight funds (11.9% vs 10.9% over 20 years)How to broaden with new contributions instead of selling your winnersTarget-date fund warnings: layered fees, hidden allocations, and no way to rebalanceWhy this is not a reason to dump technology — proportion, not exitPlus Money In The News:A property-management company bets $200K on AI to make the trades more efficient — filling a labor gap instead of cutting jobsApple set for its strongest June-quarter sales growth in five years — flat iPhone pricing, a $5 trillion moment, and sitting out the AI arms raceThe 100-year-old Dow theory says this market isn't done climbingWant a white paper on this week's topic? Email us at info@yourmoneyontap.com and we'll send it over.Read the companion blog: https://www.brayshawfinancial.com/blogSchedule a free consultation: https://app.greminders.com/t/9f3ce72e/initialconsultaBrowse the full Money On Tap library: https://www.brayshawfinancial.com/money-on-tapContact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comSecurities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. All other services offered through Brayshaw Financial Group, LLC are independent of Osaic Wealth, Inc. Osaic Wealth, Inc. and Brayshaw Financial Group do not provide tax or legal advice. Index and sector figures cited are approximate year-to-date values as of the air date, drawn from sources believed reliable, and subject to change. Past performance is not a guarantee of future results.Why is my S&P 500 index fund underperforming the market in 2026?Because the S&P 500 is cap-weighted: roughly a third of every dollar in the index sits in just seven stocks — the Magnificent Seven — and several of them are having an off year. Meanwhile the equal-weight S&P 500 is up more than double the cap-weighted index, and over 300 individual S&P stocks are beating it, led by healthcare and industrials near 24%. The fix isn't leaving the market — it's diversification: equal-weight exposure, sector funds, and a rebalancing discipline that trims concentration back to your plan.

"What a turbulent seven months 2026 has delivered so far." As we say goodbye to July, Gary and Hannah review the latest hot topics in travel and tourism from across South East Asia, China and India, and look ahead to the rest of the year. We begin by breaking down the multi-billion RMB fine imposed by China's anti-trust regulator on Trip.com, the nation's largest OTA, for "monopolistic practices". From China we head to Malaysia, where an unexpected F1 Grand Prix race is raising the tourism temperature. Next to Singapore, where the national carrier, Singapore Airlines, enjoyed record quarterly revenue and thriving passenger demand offset by a stinging 78.5% rise in fuel costs. We look at Cambodia Airlines' order for 20 COMAC aircraft and Thai AirAsia's decision to suspend nine domestic flight routes from Bangkok Suvarnabhumi until October. Will they be reinstated for peak season? Plus, we look at Singapore's upcoming concert tourism season from the perspective of the Indian media, assess the impact of AI on tour guiding - and finish with a humorous story about a jail stay request in the Philippines.

To learn more about Breakthrough Academy, click here: https://trybta.com/EP283 Take our five minute quiz and get a custom Contractor Growth Scorecard: https://trybta.com/DL283 Eric Olson found a way to squeeze an extra 200 thousand dollars of profit out of work he was already doing.His secret weapon? Change orders.In today's episode, Eric is going to talk us through:- The exact strategy he used to 4X his profits on all change orders- Why getting this wrong can leave you with angry clients, a frustrated team and zero dollars in the bank- And how to get your team stoked about maximizing profit at all levels of the organization.Eric Olson is a Breakthrough Academy Member and Owner of Olson Defendorf Custom Homes in Texas. He has worked Breakthrough Academy coaches and community members over the years to create bulletproof systems in his business that have significantly improved his profit, cash flow and personal life.Learn more about Olson Defendorf Custom Homes: https://www.odcustomhomes.com/00:00-Intro06:17-Incentivizing Project Managers 12:18-Pricing Logic16:55-Profit Sharing Expansion 24:06-Collection Process Timing 28:48-Tracking Change Orders 34:14-Schedule Management Updates 40:58-Systems Optimization Change

Phil Rosen joins Inside The ICE House to explain why Alphabet's negative free cash flow quarter reflects aggressive AI investment rather than business weakness. He discusses how chipmakers continue to lead the AI trade while hyperscalers are building the infrastructure for longer-term gains. Rosen also argues that broader earnings strength beyond the Mag 7 is a healthy sign for the bull market. Looking ahead, he highlights financials as a sector poised to benefit from strong earnings, elevated rates, and increased deal activity.

Ryan Detrick talks about the "awfully strong" earnings season Wall Street has seen so far and points out opportunities for a market-wide rebound since sliding from all-time highs in early June. Financials and healthcare are two sectors in particular he sees "taking the baton" from tech. Ryan turns to the Fed and why he expects to see an interest rate pause for July and a rate hike for September. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling -https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

LMTYS: Sal Breaks Down the Packers Financials

LMTYS: Sal Breaks Down the Packers Financials

In this episode, we explore how to prepare your e-commerce brand for a profitable exit without leaving money on the table.Bawar Ahmad, founder of ecomma.co, shares how building a business with the end goal in mind helps owners avoid common valuation traps, clean up messy financials, and de-risk their operations.He also reveals key buyer requirements, typical EBITDA multiples, and how to execute a fast, stress-free acquisition.Topics discussed in this episode:  What buyers prioritize when evaluating e-commerce brands.Why EBITDA directly dictates the final valuation price.How personal expenses in financial reports collapse deals.What major red flags turn away serious business buyers.How operational independence makes brands easier to sell.Why evergreen product categories maintain higher valuation multiples.How valuation calculators estimate potential business exit payouts.What fast-track due diligence looks like for sellers.Why preparing an exit strategy early prevents costly surprises.Links & ResourcesWebsite: https://ecomma.coLinkedIn: https://www.linkedin.com/in/bawarahmad/Facebook: https://www.facebook.com/ecommacoInstagram: https://www.instagram.com/ecommacoGet access to more free resources by visiting the show notes at https://tinyurl.com/y585fy7a I'd love your feedback. Tap the the link to send me a text.______________________________________________________LOVE THE SHOW? HERE ARE THE NEXT STEPS!Follow the podcast to get every bonus episode. Tap follow now and don't miss out!   Rate & Review: Help others discover the show by rating the show on Apple Podcasts at https://tinyurl.com/ecb-apple-podcasts   Join our Free Newsletter: https://newsletter.ecommercecoffeebreak.com/   Support The Show On Patreon: https://www.patreon.com/EcommerceCoffeeBreak   Partner with us: https://ecommercecoffeebreak.com/partner-with-us/

Banks are doing fine!Businesses are being created!Oil is ready for a pullback.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

 In this week's episode, David and Ian discuss the continued chop fest, how the Magnificent Seven is a red flag, although at the same time Financials and Transportation stocks look good, which aids the bullish thesis that this consolidation resolves in the direction of the primary trend. They also discuss if the mega cap tech and Magnificent Seven era is over, what is going on with Consumer Staples, Utilities, and is it interest rate or inflation driven. Other topics discussed are tangible assets, the U.S. Dollar, the SpaceX IPO, and the next generation of market technicians. 

Everything is getting worse, but the country hasn’t collapsed. This is all by design. Donald Trump is a useful idiot for the people behind the scenes and Project 2025, most notably Russell Vought. The Trump administration is using the nation’s finances like a personal piggy bank for themselves and large corporations while gutting agencies that provide critical services. The misconception is that Trump is driving things into the ground. He’s not. He’s just making things so shitty that the corporate state looks good in comparison. Resources ProPublica: “Their Entire Apparatus Is Exposed to Our Strategy” ProPublica: “We Want the Bureaucrats to Be Traumatically Affected” Yahoo: This Trump Official Promised To Traumatize Federal Workers — Watch His Words Come Back To Haunt Him The New York Times: Two Dead and Scores Rescued as Flooding Engulfs Central Texas IMF: World Economic Outlook Update, July 2026: Global Economy in Crosscurrents of War and Technology ProPublica: “Put Them in Trauma”: Inside a Key MAGA Leader’s Plans for a New Trump Agenda The New York Times: Why Silicon Valley’s Most Powerful People Are So Obsessed With Hobbits U.S. Bureau of Labor Statistics: Consumer Price Index Summary - 2026 M06 Results U.S. Bureau of Labor Statistics: Producer Price Index News Release summary - 2026 M06 Results U.S. News: Trump Administration’s Changes to the CFPB Cost Americans $19B, a New Report Says KFF: In Preliminary Rate Filings, ACA Marketplace Insurers Largely Propose Double-Digit Premium Increase For 2027, Following a Steep Climb This Year National Association of Realtors: NAR Pending Home Sales Report Shows 5.4% Decrease in June The New York Times: Cyclospora Cases Rise Rapidly, With No Source Yet Confirmed The New Yorker: The Human Cost of DOGE’s War on U.S.A.I.D. The Washington Post: The gaps in CDC’s public health data are creating dangerous blind spots Axios: Measurement tweaks will make inflation data look better UNFTR Resources Episode: “Russputin” and the Tsar. Episode: Project 2025. Video: U.S. Financials in Free Fall | Graham, McConnell, and the Strait of Hormuz Video: Trump Is a Useful Idiot for the People Behind the Scenes. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibilitySupport the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

and maybe not sustainable...

Andrew, Ben, and Tom discuss what today's earnings say about a broadening economy with 3M raising full-year EPS guidance to $8.80-$8.95 on sharp acceleration in Safety/Industrial and Transportation/Electronics, Steel Dynamics posting +12% total steel volume and +19% steel fabrication shipments backed by reshoring and infrastructure demand, weakness continuing in consumer categories like packaging and home improvement, and financials showing resilient consumer spending, improving credit quality, and early signs of renewed price competitiveness in consumer credit and insuranceJoin our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

CFRA Research's Sam Stovall says recent weakness in semiconductor stocks looks like healthy consolidation after a strong run, with the group still expected to lead technology earnings growth. He also highlights opportunities in financials and industrials while discussing the mixed performance across defense stocks.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

317: How to Align Your Bookkeeping with Your Design Business Finances Back with me on the podcast today is Erin McGhee, a financial strategist and accountant who has dedicated her career to building bookkeeping and CFO-level services specifically for the interior design industry. In today's conversation, we're looking beyond the financial reports and focusing on the inputs that drive your numbers long before they ever reach QuickBooks or your accounting software. Erin shares how the decisions, processes, and systems throughout your business directly impact profitability—and where hidden profit leaks are most likely to occur. Our hope is that this episode inspires you to take a closer look at one area of your business, uncover opportunities for improvement, and strengthen the financial health of your company. Topics Mentioned: Backend business operations Alignment of financial workflows Financial system of record Key Thoughts:  Organizing the backend of the business with the design process allows work to flow smoothly. Business processes are changing due to technology and our internal process needs to change as well to support. Be clear on where the detail for your financials lives. Keeping your project management system and financial systems aligned is critical for success. Be clear on when your company recognizes revenue. Contact Michele: Email: Team@ScarletThreadConsulting.com Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Website: scarletthreadconsulting.com LinkedIn: Michele-Williams Contact Erin: Email: erin@mcgheefinancials.com Website: https://www.mcgheefinancials.com Instagram: https://www.instagram.com/mcgheefinancials     References and Resources: Work with Me The Designers' Inner Circle - Become a Member Today    CFO2Go Metrique Solutions

Join Larry Kudlow as he speaks to Senator Ron Johnson as they discuss the financials of Capital Hill and more on WABC.

Eric Criscuolo, Market Strategist at the NYSE, reviews a market increasingly defined by sharp sector rotations as AI-related semiconductor and memory stocks pulled back after massive gains earlier this year. Weakness in semis contrasted with renewed strength in hyperscalers, improving performance from software, and catch-up rallies across Healthcare and Financials. Meanwhile, escalating tensions involving Iran pushed oil prices higher and helped keep longer-term Treasury yields elevated despite cooler inflation data.

This week we read the federal budget the way it’s meant to be read: as a moral document. What it shows is individuals paying more, corporations getting refunds, classrooms getting gutted, and the pentagon getting fed, all while the deficit stays exactly where it always was. The “fiscally responsible” costume is just that. Then we looked at the strategic petroleum reserve, which is sitting at 1983 levels after nearly 100 million barrels drawn down since the Iran war began—and with China about to reenter the market and the strait still choked off, the traders who’ve been keeping oil prices contained are running out of room. Chapters Intro: 00:00:38 Quick Takes: 00:01:25 Max Notes: 00:05:57 Killer Left Take of the Week: 00:18:04 Chart of the Week: 00:19:28 Headlines: 00:21:35 Outro: 00:22:36 Resources ABC News: Senator Lindsey Graham’s sister will complete the remainder of his term Fox News: Trump REVEALS what Lindsey Graham told him before his death CNBC: Elon Musk and Sam Altman spar on X after Apple files OpenAI lawsuit The New York Times: How Marco Rubio Is Running Venezuela From Afar PBS News: Who is Darline Graham Nordone, the late Sen. Lindsey Graham’s sister? Peter G. Peterson Foundation: Chart Pack: Defense Spending CNN: Iran war heats up while US weapon stocks remain depleted, risking military’s ability to fight future wars Dropsite News: Inside Israel’s Plan to Ethnically Cleanse Palestine’s Jordan Valley eia: Weekly U.S. Ending Stocks of Crude Oil in SPR Reuters: Crude stocks in US strategic reserve fall 3 million barrels to lowest level since 1983 In These Times: AI’s Rise is Being Fueled by the Sprawling U.S. Military State Jacobin: Everybody Should Welcome Nationalizing AI Truthout: McConnell’s Been on Sick Leave for a Month. US Workers Aren’t Guaranteed a Day. UNFTR Resources Video: On The Record 7-14-26 (U.S. Financials in Free Fall | Graham, McConnell, and the Strait of Hormuz.) Essay: Trump’s Big Beautiful Bullshit Budget. Video: These ‘New Democrats’ Are Literally Aligned with Trump’s Plan -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

Financials surging as investors countdown to second quarter bank earnings next week, expecting major growth. The traders break down what the results could mean for these names and whether banks will see major gains. Then, shares of Kymera Therapeutics soaring as its Eczema drug trial timeline moves faster than expected. The firm's founder, president and CEO Nello Mainolfi talks trial data and where the company is heading next. Plus, SpaceX stock plummeting despite bull calls on the Street, the media market under pressure, and Coke hitting all-time highs back to its century-old IPO. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this edition of Penalty Trend-Out, Miles and special guest co-host Jacquis Neal discuss Trump's 2025 financial disclosures, the passing of that guy from the Village People, GTA 6's "physical" release, Bryan Adams' Canada Day protest song and much more!See omnystudio.com/listener for privacy information.