Podcasts about financials

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.

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.

Join Lee Sotos, Co-Portfolio Manager of the Fidelity Global Financial Services Fund and Senior Analyst, as he examines the health and key drivers of the U.S. financials sector. Recorded on July 10, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. -- Analyse de la vigueur des produits financiers américains – Lee Sotos Joignez-vous à Lee Sotos, cogestionnaire de portefeuille du Fonds Fidelity Services financiers mondiaux et analyste principal, alors qu'il examinera la situation du secteur américain des produits financiers et les facteurs déterminants pour ce dernier. Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/QP_PsYARMPo Date : 10 juillet 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

The ASX 200 closed unchanged on futures expiry day at 8841, after an afternoon rally in the banks gathered pace, with CBA up 1.8% and NAB gaining 1.3%. The Big Bank Basket continued its recent run higher to $285.73. Financials were generally firmer, with SOL up 3.3% and GQG gaining 1.1%. REITs also pushed higher, led by SCG up 0.5% and SGP rising 2.0%. Industrials and technology stocks found buyers, with WES up 1.2% and ALL gaining 0.3%, while retailers edged higher as JBH rose 1.8%. Healthcare stocks also regained some poise, with CSL and RMD both moving higher. In the technology sector, buying returned to XRO and WTC, while REA had a strong session, up 6.6%, after reporting growth in listings. That helped lift CAR and SEK as well.Resources, however, were once again out of favour. BHP's quarterly failed to excite the bulls, with the stock down 2.3%. RIO also slipped, while FMG fell 1.1%. Lithium stocks remained under pressure, with PLS falling sharply and LTR following suit. Gold miners were mixed, with NST down 0.1% while GMD gained 1.5%. Oil and gas stocks eased as crude prices slipped, with WDS down 1.5%, while coal and uranium stocks also drifted lower.In corporate news, NWL reported record funds under administration (FUA). PPT announced it had received an improved takeover proposal from EQT, TNE maintained its FY26 guidance, and OBM warned of lower gold production in FY27 alongside higher all-in sustaining costs (AISC). On the economic front, Korean stocks were volatile again after the BoK raised rates.Asian markets were weaker, Japan down 3%, HK up 2.1% and China flat Kospi down 6%.US futures mixed - Dow up 45 and Nasdaq up 1. Oil off 0.5%. European markets set to rise a little.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.

Markets continue to ride the rising 20-day moving average as a tightening price wedge keeps the bullish trend intact. A breakout above resistance could fuel another leg higher, but investors should also be watching the calendar as August and September have historically brought weaker seasonal performance and lighter trading volumes. Lance Roberts discusses why sector rotation may become the next big market story. Financials and Healthcare have lagged while Technology and Semiconductor stocks have led the rally. If leadership begins to shift, it could signal a more defensive, risk-off environment rather than the start of a broader market decline. We also examine what technical levels matter most and what could determine whether markets continue higher or finally take a breather. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/-NtwWZUvZBA --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #SectorRotation #Investing #TechnicalAnalysis

Canadian equities gained in the second quarter of 2026 even as the economy tripped the technical definition of a recession and an oil shock sent crude toward $120 before it fell back. Institutional portfolio manager Kevin Minas and investment counsellor Stu Morrow review the quarter, from the gap between the Canadian market and the Canadian economy to the case for holding commodity exposure as geopolitical risk becomes a recurring feature rather than a one-off. They also discuss what a narrow, AI-led rally means for a diversified portfolio, record hyperscaler bond issuance in Canada, and how the Bank of Canada and the Fed held rates through a volatile stretch. The conversation closes on the quarter's asset allocation: trimming equities back toward a neutral mix. Key Takeaways Canada met the technical definition of a recession, but the picture underneath was nuanced. GDP rebounded about 0.5% in April with most industries expanding, and per-capita output grew, closer to a stall-speed economy than a true contraction. The market and the economy can tell different stories. Financials and energy dominate the TSX while real estate and healthcare drive more of the real economy, which helps explain a roughly 7% TSX return alongside soft growth. Geopolitical risk increasingly looks like a recurring condition rather than a rare tail event. With oil spiking near $120 before falling back toward $70, the episode makes the case that commodity exposure can play a portfolio-construction role, chosen selectively where valuation and business quality support it, rather than serving as a call on prices. The Fed stood pat under new chair Kevin Warsh, and the Bank of Canada held across its April and June meetings after cutting substantially. In Canadian bonds, the team added duration as yields rose on inflation fears and removed it as they fell. On AI, the aim is not to guess whether the buildout keeps running, but to choose which risk to live with: too much concentration in the theme on one side, or falling behind by stepping away from it on the other. The team keeps the portfolio from leaning too far in either direction by weighing the companies spending on the buildout against the hyperscalers earning from it, since one company's capital spending is another's revenue. With memory stocks, the risk lies less in the multiple paid than in the cyclicality of the earnings. Credit was constructive, with record hyperscaler issuance in Canada including a $14 billion Amazon deal that Mawer participated in. With spreads tight, positioning stayed higher-quality and shorter-dated, and the balanced strategy trimmed equities back toward a neutral asset mix. Companies Mentioned: Amazon, Alphabet (Google), Meta, Microsoft, Oracle Host: Kevin Minas, CFA, CAIA, Mawer Institutional Portfolio Manager Guest: Stu Morrow, CFA, Mawer Investment Counsellor   This episode is available for download anywhere you get your podcasts.   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.    Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts

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.

Markets are feeling the pressure this Monday morning as rising US-Iran tensions fuel higher oil prices, bond yields and the dollar, while equities drift lower. But with earnings season now taking centre stage, investors are asking a bigger question: can AI leaders and chipmakers justify their stellar gains from the first half of the year? Also in this episode: Mensur Pocinci, Head of Technical Analysis, explains why he believes market leadership is unlikely to change despite recent volatility, and why he has upgraded Financials.(00:00) - Introduction: Mike Rauber, Product & Investment Content (00:52) - Markets wrap-up: Jan Bopp, Product & Investment Content (08:00) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis Research (10:22) - Closing remarks: Mike Rauber, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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.

Markets are pulling back after Monday's momentum buy signal as investors digest news that China's DeepSeek has reportedly developed its own AI chip. Is this the beginning of a larger rotation away from the semiconductor leaders that have powered this bull market? Lance Roberts examines why semiconductor stocks have become increasingly vulnerable after a parabolic advance, how new competition can quickly change supply-and-demand expectations, and why profit-taking in one sector can ripple through the entire market. We also discuss why defensive sectors, including Healthcare, Financials, Utilities, Real Estate, and Consumer Staples, could begin attracting capital if technology leadership continues to weaken. We'll review the technical backdrop, explain why momentum remains positive despite today's softer opening, and discuss practical risk-management strategies investors should consider as market leadership begins to broaden. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/QeB5fBrW4yA --- Articles mentioned in this report: "Margin Debt Risk: The Ratios That Mislead Investors," https://realinvestmentadvice.com/resources/blog/margin-debt-risk-the-ratios-that-mislead-investors/ "Wage Growth As A Leading Inflation Indicator" https://realinvestmentadvice.com/resources/blog/wage-growth-as-a-leading-inflation-indicator/ "Mag 7 Stocks: Risk Or Opportunity In The Making?" https://realinvestmentadvice.com/resources/blog/mag-7-stocks-risk-or-opportunity-in-the-making/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #ArtificialIntelligence #Semiconductors #Investing #RiskManagement

Eric Beiley sees market leadership shifting in the second half of 2026, with financials poised to outperform as semiconductors remain under pressure. He highlights opportunities in select Mag 7 stocks, the strength of value and small-cap stocks, and the resilience of the U.S. economy.======== 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

The ASX 200 fell 27 points to 8,804 (0.3%) as resources came under significant pressure following renewed kinetic action in the Gulf. Gold miners eased and the broader resources sector was weak.The big miners struggled, with BHP down1.9% and RIO falling 1.8%. Lithium stocks were well and truly under pressure, with PLS down 5.5%, MIN off 5.6% and even LYC slipping 6.4%. Gold miners also lost ground as the bullion price eased back, with NST down 5.1% and EVN falling 5.3%. The nascent gold rally appears to have been snuffed out before it really got going. Elsewhere in resources, oil and gas stocks weakened, with WDS down 0.5% and STO off 1.5%, while coal stocks also drifted lower. Uranium names were under pressure too, with PDN down 4.1% and DYL off 6.9%.The banking sector was firmer, with CBA up 1.2%, while NAB and the other major banks also edged higher. The Big Bank Basket rose to $277.49 (1.4%) Financials generally performed well, with MQG up 1.0%, and insurers back in the green. REITs, however, lost ground, with SGP down 2.8% and GMG falling 0.7%.Healthcare continued to outperform, with SHL up 1.5% and RMD extending its recent rally. Technology was the standout sector today after WTC announced board changes, sending the shares up 5.7%. XRO followed suit, while REA and CAR also posted gains. The All-Tech Index rose 1.2%.In corporate news, NEC signed a new NRL contract. NWL enjoyed a strong session after upgrading forecasts for funds under administration, while LYC announced a $50minvestment in a Malaysian permanent magnet facility.On the economic front, ANZ Roy Morgan Consumer Confidence numbers fell again by 1.2pts to 74.7pts.Across Asia, all eyes were on Samsung after the shares fell heavily despite reporting a strong set of numbers. Although profits surged nineteen-fold, the result only narrowly beat analyst expectations.Asian markets were weaker. The Nikkei 225 fell 1.8%, Hong Kong fell 0.5%, China fell 0.8%, while the Kospi dropped 6.0% on Samsung results. European futures slightly negative.US futures were mixed, with the Dow up 28 and Nasdaq down 246. SpaceX joins the Nasdaq today. Oil up 1.2%.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.

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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.

The major averages are trading higher across the board on the final trading day of the second quarter as the Dow paces for its best first half in 5 years.  Kelly Evans is joined by Interactive Brokers' Steve Sosnick who helps break down the market action as they discuss the massive rally investors have seen in chip stocks and interview a healthcare analyst to ask whether the recent biotech momentum can continue.  Oppenheimer's Chris Kotowski also joins the show to explain the rationale behind his latest research note in which he downgrades Morgan Stanley and Goldman Sachs, saying alternative financial stocks are a better investment right now.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Play an A-Tier right in our backyard! https://www.discgolfscene.com/tournament/The_Appalachia_Open_DGMT_2026 Hunter and Trevor break down the Swedish Open and keep you up to date! Subscribe ► https://youtube.com/@GripLocked?sub_confirmation=1 Check out the Store: http://foundationdiscs.com Patreon: http://patreon.com/foundationdiscgolf Foundation Disc Golf: http://youtube.com/foundationdiscgolf Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eric Criscuolo, NYSE Market Strategist, recaps a volatile week as the S&P 500 declined amid weakness across mega-cap and AI-linked names. A growing divide within the AI trade emerged, with hyperscalers and software under pressure while memory and chip suppliers saw sharp swings. Despite index weakness, market internals held firm, with eight sectors higher and small caps outperforming. Rotation into Healthcare and Financials accelerated alongside falling oil prices, easing yields, and shifting Fed expectations. Focus now turns to quarter-end flows, key data including payrolls, and evolving AI spending trends.

In this special episode of Accountants Daily Insider, produced in partnership with CreditorWatch, we reflect on how accountants are often the last line of defence for SMEs, and how they can intervene earlier by identifying warning signs to better support clients.  Host Jerome Doraisamy speaks to Patrick Coghlan, co-founder and chief executive of CreditorWatch, about: What the data suggests accountants need to be paying attention to right now. High levels of late payments being seen. What CreditorWatch's business risk index currently says about business conditions and headline takeaways from those insights. The idiosyncratic challenges facing different sectors. How concerned accountants need to be right now about insolvency risks, the signals to look out for, and the steps to take Ensuring optimal service for clients. To learn more about CreditorWatch, click here. 

Jason Jessup, CEO and Director of Magna Mining (TSX: NICU) (OTCQX: MGMNF), joins me for a review of Q1 operations and financials at the McCreedy West Mine located in Sudbury, Ontario, Canada. Then we dive into an overall exploration and development update at the prior-producing Levack Mine, and a development update at Crean Hill to map out what the pathway to restarting production would entail at both mines.     We start off noting the graduation from the TSX Venture Exchange (“TSXV”) to the Toronto Stock Exchange (“TSX”). The Common Shares just began trading on the TSX at market earlier this week on Tuesday, June 23, 2026, and will continue to trade under the current stock symbol, (“NICU”).  Jason highlights the extra liquidity and potential for passive fund inclusion that this will present in the fullness of time.   Q1 Operations and Financial Highlights:   Positive cash margin of $6.0 million at the McCreedy West copper-precious metals-nickel Mine. In Q1 2026, 82,296 tons of ore was processed from the 700 Footwall Copper Zone at McCreedy West at a grade of 3.38% copper equivalent (“CuEq”) based on realized metal prices in the quarter. The Company produced 4.1 million CuEq payable pounds (“lbs”) in Q1 2026. With both tonnage and grades forecast to increase from Q1, the Company continues to expect to achieve full year production guidance of 16-18 million CuEq payable lbs. Quarterly cash costs of US$3.48 per CuEq lb, and All-in sustaining costs (“AISC”) of US$4.21 per CuEq lb, respectively. Production costs per ton processed in Q1 2026 declined by 5.3% quarter over quarter to $214 per ton.  Ended Q1 2026 with cash and cash equivalents of $35.8 million and a working capital balance of $53.7 million. Exploration and evaluation expenses in Q1 2026 of $2.8 million, including $2.3 million at Levack Mine as focus transitioned to infrastructure readiness to support early ore sources and new underground exploration platforms to test the R2 Footwall Zone, with completion of a Preliminary Economic Assessment (“PEA”) expected in Q3. During Q1 2026, the Company announced initial Mining Reserves for the 700/PM copper-precious metals Zones at McCreedy West which demonstrate an initial three-year production profile, assuming forecasted mining rates which are in line with the current operation and 2026 guidance.   We reviewed the continued high-grade drill results across copper, nickel, platinum, palladium, gold, and silver in more recent assays returned from the ongoing exploration and development work at the Levack Mine.   Highlights from the new assay results include:    MLV-26-14A W2 – intercepted 9.4% Cu, 2.3% Ni, 28.7 g/t Pt+Pd+Au, 52.9 g/t Ag (29.7% CuEq) over 3.4 metres, Including 18.7% Cu, 0.7% Ni, 60.2 g/t Pt+Pd+Au, 103.8 g/t Ag (57.0% CuEq) over 1.5 metres, And 21.4% Cu, 0.4% Ni, 40.8 g/t Pt+Pd+Au, 152.0 g/t Ag (34.0% CuEq) over 0.4 metres, MLV-26-14A W3 - intercepted 22.5% Cu, 1.4% Ni, 49.9 g/t Pt+Pd+Au, 135.0 g/t Ag (43.9% CuEq) over 1.1 metres;    And  14.0% Cu, 1.9% Ni, 47.2 g/t Pt+Pd+Au, 96.0 g/t Ag (36.2% CuEq) over 1.5 metres,   The Company is planning to release a Preliminary Economic Assessment (“PEA”) for the Levack Mine in parallel with work to re-establish ore and waste hoisting capabilities during 2026.  At present those economics will not include the high-grade drilling completed to date at the R2 Footwall Zone. Jason highlights that a development drift is being implemented to support ongoing underground exploration of this area, for the potential of future implementation into development plans.   Next we review the ongoing workstreams for Crean Hill that will be feeding into the upcoming PFS later this year.  He notes that the significantly higher precious metals today compared to back in 2022 will be a factor that plays into the updated economics, and maps out that the ramp-up into production could commence as early as H2 2027.   We wrap up discussing that the prior-producing Poldosky Mine and the development-stage Shakespeare Project are still both permitted assets of merit and will feed the development cue as mines number 4 and 5 further down the road.    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.        

#BTCJournal #cazétv #bets #futebol #copadomundo Conheça a BTC e saiba mais sobre nossos cursos.Inscrições abertas para as turmas de 2026!• General Business Program: https://bit.ly/btccast-gbp• Strategy & Finance Program: https://bit.ly/btccast-sfp• Excel + Business Program: https://bit.ly/btccast-ebp• Pricing Strategy Program: https://bit.ly/btccast-psp -----Painel semanal de notícias de negócios e empresas, comentadas e analisadas pela Business Training Company!Participe do grupo exclusivo BTC e acesse cupons de desconto especiais para nossos cursos e também vagas e oportunidades nas áreas mais desejadas: https://bit.ly/GrupoExclusivoBTC----------------------------------------------------TAMBÉM EM PODCAST!Spotify: https://bit.ly/btc-cast-spotifyApple Podcasts: https://apple.co/39biGYb----------------------------------------------------TEMAS COMENTADOS:Streaming• Netflix quer comprar a Warner Bros Discovery• Resultados do SpotifyBens de Consumo e Varejo• Varejo alimentar em queda• Kimberly Clark compra Kenvue (Tylenol, Band-Aid, Listerine)Discussão do Journal• Amazon planeja demitir 30 mil: como garantir emprego na era da IA?Quer receber nossos conteúdos gratuitos? Assine nossa newsletter e receba as notícias de negócios comentadas pela equipe da BTC: https://bit.ly/btccastnews----------------------------------------------------Siga a Business Training Company nas redes sociais!Facebook: https://bit.ly/face-btcInstagram: https://bit.ly/insta-btcLinkedIn: https://bit.ly/linkedin-btc----------------------------------------------------Confira nosso site: https://bit.ly/SiteBTC

All 32 banks in the Fed's "stress test" passed, which Stephen Biggar considers a green light for financial strength heading into the upcoming earnings season. He adds to his perspective by outlining profit expectations for companies like JPMorgan Chase (JPM), Wells Fargo (WFC), and Bank of America (BAC). Tom White turns to an example options trade for JPMorgan Chase. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Instruments, a small-cap UK company that might be a critical bottleneck in the AI data center networking boom. We explore how the industry is scaling up production for compound semiconductors and specifically look at Coherent's breakthrough with six-inch indium phosphide (InP) wafers. From there, we map out the players making this transition possible and detail why Oxford Instruments' plasma deposition and etch systems are moving out of the R&D lab and onto the commercial manufacturing floor. Episode Chapters & Key Takeaways:The Indium Phosphide Breakthrough: The industry has long been stuck at two- to four-inch wafers due to manufacturing defects, but Coherent has successfully transitioned to six-inch InP wafers. Mapping the Supply Chain: A breakdown of the companies involved in this ecosystem, including Sumitomo Electric for substrates, KLA Corp and Onto Innovation for inspection, and Applied Materials for deposition. Oxford Instruments' Critical Role: Oxford Instruments supplies the plasma deposition and etch technology used by Coherent to create features like laser sources and waveguides. A Shift to Commercial Scale: Historically an R&D business spun out of Oxford University, the company is now seeing its advanced technologies group transition into early-stage commercial production. Strategic Divestitures: Oxford Instruments recently sold its quantum computing and cryogenics segment to Quantum Design to focus heavily on AI data centers and compound semiconductors. Financials & Valuation: Despite recent headwinds like tariffs and US R&D funding delays, the company holds a clean balance sheet and is expecting a return to growth in fiscal 2027. Special thanks to our sponsor, fiscal.ai! Get 15% off any paid plan using our special link: fiscal.ai/csi. Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI doesn't own shares of Oxford Instruments.

This week on Talking Wealth, Fil and Pedro discuss why the ASX's biggest sector, Financials, might have just cracked, and we have the evidence to prove it. Is your super at risk? If you want to know whether it is time to protect your portfolio, then this episode is a must-watch.

Why is the woman the one taking a financial hit after the affair came to light?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this week's episode of WSJ's Take On the Week, host Telis Demos and Heard on the Street columnist Jonathan Weil sit down with Kevin Koharki, principal at CAE Consulting and professor at Purdue University, to pull back the curtain on the opaque world of tech companies' financial statements. They dig into why the massive infrastructure spend on AI data centers might be obscuring other fundamental corporate costs, specifically stock-based compensation. Koharki explains why tech giants like Meta, Microsoft, Nvidia and Google's parent company Alphabet need to provide clearer financial reporting. He breaks down the challenge investors face in distinguishing between necessary AI capital expenditure and other underlying costs, and why greater transparency is critical to accurately valuing these businesses in the current market. This is WSJ's Take On the Week where co-hosts Telis Demos, Heard on the Street's banking and money columnist, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Meta Rakes It In, Yet Still Borrows Billions for AI  Turbocharged Earnings Are Pushing Stocks Higher. There's a Catch. For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

I was so excited about the research I did on Thursday for my own personal portfolio - I decided to do a Friday Office Hours. The live interactive version is on Substack. It's FREE for everyone to watch. Here's the podcast. Trendspider's Father's Day sale⁠⁠ is now active with HUGE savings. CALL ME DADDY! Remember - any annual plan gets my 4 hour algorithm. ⁠The Seeking Alpha Summer sale⁠ continues with HUGE savings. Don't miss it - there are only 2 per year with discounts off what they normally provide. You'll have to wait until December to get the next one. ⁠⁠⁠⁠⁠⁠⁠⁠⁠SIGNAL STACK LINK⁠⁠⁠⁠⁠⁠⁠⁠⁠

CENÁRIO MACRO E EQUITIES: O QUE ESPERAR DOS JUROS, DA BOLSA E DO FISCAL?O mês de junho trouxe movimentações intensas tanto para a macroeconomia quanto para o mercado de ações. Com a última decisão do Copom, o cenário fiscal no radar e a volatilidade global, investidores buscam respostas claras sobre os rumos dos seus investimentos.Neste podcast do Genial Analisa, reunimos o nosso time de especialistas para destrinchar tudo o que movimentou o mercado e projetar o que vem pela frente.Participantes:José Márcio Camargo – Economista-Chefe da Genial InvestimentosEduardo Nishio – Head de Research da Genial InvestimentosThainá Rambaldo – Analista de Macroeconomia da Genial Investimentos

David Bahnsen recaps Tuesday, June 16 market action with the Dow up 329 points (+0.64%) while the S&P fell over 0.5% and the Nasdaq dropped 1.15% as big tech/AI names sold off. Oil fell another 4.5% with WTI around $77, and the 10-year yield declined three basis points to 4.437%. Financials rallied about 1.5% (helping the Dow), with strength also in some healthcare names, while energy mostly continued lower. Bahnsen argues Monday's rally was less about Iran/Strait of Hormuz headlines and more a return to AI-tech momentum, which reversed Tuesday, framing the key market tension as AI momentum and valuations versus more fundamental sectors like REITs, healthcare, industrials, and staples. He also defines “first-year maximum drawdown” as the largest peak-to-trough decline in a stock's first year post-IPO. 00:00 Market Recap Overview 00:38 Sector Rotation Snapshot 01:31 Bonds and Tech Divergence 02:11 Debunking the Iran Rally 03:04 AI Momentum vs Fundamentals 04:07 What Drawdown Means 05:02 Wrap Up and Contact Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

If you are within three feet of Ed Mathews, you are probably talking about real estate. This week the conversation is with Tom Dunkel, managing principal at Eagle Capital Investments, and it is a clinic in how to vet a deal before a dollar leaves your account. Tom has been a full-time investor for two decades. Over that span he has raised more than $50 million in private capital from a network of investors who lean on his experience to place money into alternatives most people never see: multifamily, self-storage, mobile home parks, medical office, and private lending. His pitch is simple. Real diversification is not large cap versus small cap or value versus growth. It is owning assets that do not move when a headline does. As Tom puts it, a tsunami hitting Japan can knock the stock market down 15 percent overnight, but it does nothing to an apartment building in Phoenix or a storage facility in North Carolina. The backbone of the episode is Tom's SAFE Investing Method, the same screen he uses every day. S is for sponsor: who are you writing the check to, what is their track record, and have you earned the right to ask the hard questions. A is for asset: if you cannot explain the investment to your kid or your elderly parent, you do not understand it well enough to fund it. F is for financials: do the projections hold up, and has this sponsor actually hit numbers like these before. E is for exit: you cannot click your way out of a syndication on a Tuesday afternoon, so you need to know exactly what has to happen, and over what time horizon, before your money comes back. Then Tom goes off the mainstream script on taxes. The standard advice is to 1031 exchange again and again until you die and hand your heirs a stepped-up basis. Tom's question is blunt: do you really want to be managing properties at 90 the way his mother could be. He prefers the lazy man's 1031, taking the gain, then using fresh depreciation from the next deal to shelter income, all without the rigid timelines and same-title rules that make a true 1031 nearly impossible across a group of 20 or 30 investors. Pay the freedom tax, he argues, and buy yourself passive income and time. The buy box conversation is just as practical. Tom likes private lending for first-position security and monthly checks. He likes mobile home parks and co-living because they answer the housing affordability crisis with real, unsubsidized supply, and he breaks down how a Philadelphia operator turns a $1,000 row home into $3,000 a month by renting furnished rooms to tenants on fixed income. He covers where self-storage sits after its boom and consolidation, and why he treats it like multifamily underwriting now. On technology, Tom is candid that he is still early but already getting leverage from AI. His current workflow is to go back and forth with Claude to build a long, specific prompt, then hand it to Manus for deep research on a market like Phoenix multifamily. He even has an AI clone at tomdunkel.ai that will answer your investing questions, as long as you do not bring up the Eagles. The lightning round digs into purpose beyond family, the best advice he ever got from a nine-figure investor, a job he probably should have turned down, and how he defines success now as an empty nester: geographic and time freedom, plus the room to give back through Tunnel to Towers and a scholarship he started for a friend lost to ALS. Find Tom at investwitheagle.com, grab his book The Wealth Builder's Playbook, or talk to his clone at tomdunkel.ai. Chapters 00:00 Don't let the tax tail wag the freedom dog 01:00 Meet Tom Dunkel and Eagle Capital Investments 03:00 Why true diversification lives outside the stock market 04:00 The SAFE Investing Method: Sponsor, Asset, Financials, Exit 08:00 Taxes and the lazy man's 1031 exchange 13:00 The Wealth Builder's Playbook and being the "who" 17:00 The buy box: mobile home parks, co-living, multifamily 22:00 Where self-storage sits after the boom 24:00 Using Claude and Manus to move faster 27:00 Lightning round: purpose, significance, and legacy 30:00 The best advice he ever got 33:00 A decision he would take back 34:00 On the nightstand: Invest Like a Billionaire 36:00 Defining success as an empty nester 38:00 Golf, a rock and roll cover band, and where to find Tom This week's book: Invest Like a Billionaire: Unlocking the Wealth Secrets of the Ultra-Rich by Bob Fraser and Ben Fraser https://www.amazon.com/dp/B0F3W2SNDS?tag=clarkstholdin-20 More Real Estate Underground episodes: clarkst.com/podcast Elevista: elevista.com/podcast Elevista - Speed as a Service™Elevista Connect is the first AI-powered lead conversion system built for real estate investors.

Highlights: • Peace-deal rally context for fast-moving market conditions • Trend knockout patterns for renewed upside momentum • VIX stretch signals for timing reversion risk • Semiconductor strength and broader technology leadership clues • Energy rollover signals after the latest oil shock • Financials, airlines, and homebuilders showing rotation potential • Short-term options tactics for index momentum trades • Momentum lists for finding where money flows • Sector breadth clues beyond mega-cap technology • IPO excitement and risk around SpaceX-style launches   TimingResearch.com Crowd Forecast News Episode #532, recorded at 4PM ET on June 15th, 2026. The full video and show notes available here: https://timingresearch.com/blog/2025/crowd-forecast-news-episode-532/   Lineup for this Episode: • Chris Sayre of BigTrends.com • Dave Landry of DaveLandry.com • The Option Professor of OptionProfessor.com   Bonus info... [AD]

Eric Criscuolo, NYSE Market Strategist, breaks down a choppy week as the S&P 500 slips modestly while underlying market breadth remains firm. Ongoing Iran headlines continued to drive intraday volatility, though reactions appeared more muted as investors priced in a path toward de-escalation. Tech came under pressure, with notable weakness across semis, software, and mega-caps fueling a broader rotation into Financials, Healthcare, and small caps. Economic data, including a closely watched CPI report, kept yields elevated and added to the shifting sector dynamics. Focus now shifts to the Fed's upcoming meeting, key economic releases, and continued positioning ahead of major IPO activity.

India Market Risks and New Opportunities Explained on The Core Report Weekend Edition with Govindraj Ethiraj explores how Indian markets, global uncertainty and economic disruption are shaping investors, businesses and professionals.As market volatility rises, India faces faster economic cycles, geopolitical risk, AI disruption, supply chain shifts, defence spending, climate change, global investing and changing investor behaviour. In this episode, Financial Journalist Govindraj Ethiraj leads a sharp conversation with Radhika Gupta of Edelweiss Mutual Fund and Navneet Munot of HDFC AMC on how India can navigate market risk and find new opportunities in a world where old assumptions may no longer work.The discussion explores why diversification matters, why Indian investors may need to think beyond traditional equity and debt, and how global markets, US technology, China, emerging markets and India's growth story are changing the way capital moves.Radhika Gupta explains why resilient portfolios matter more than chasing market noise, while Navneet Munot breaks down why uncertainty, momentum and economic disruption are now central to understanding financial markets.This is not a conversation about quick stock tips or easy investing hacks. It is about the bigger forces behind business, investing, macroeconomics, AI, manufacturing, defence, financial services, global markets and India's long term economic future.CHAPTERS:(00:00) Introduction(07:20) Building Portfolios That Can Survive(13:40) Navigating An Unpredictable, Faster & Questionable World(23:00) How The World And Investments Have Changed(26:37) How Portfolio Construction Has Changed Over the Last Decade(31:33) Building an Asset Management Business for a Changing Market(32:30) Global Investing and International Funds(36:20) Is Diversification The Need Of The Hour? (40:05) Why Market Leadership Always Changes(43:08) The Case for the US, China & Emerging Markets(47:45) Ray Dalio's Debt Cycle, Risks Investors Are Ignoring (54:26) Financials, Power, Defence & Market Leaders(58:40) What an 18-Year-Old Should Do With Their Money(1:01:44) Invest in Yourself Before Investing in MarketsWatch this episode if you follow Indian markets, business news, mutual funds, wealth management, consulting, financial services, global economy, technology trends, AI disruption, manufacturing growth or India's investment landscape.#IndiaMarkets #BusinessNews #IndianEconomy #Investing #TheCoreReport #TheCore

In our latest Conference Insights podcast hosted by Matt Barnard, Faiza Alwy, Brian Bedell, Mark DeVries, Ben Goy, Matt O'Connor and Nathan Stein detail key takeaways from Deutsche Bank's Global Financial Services Conference. The conference brought together leading executives and investors to discuss key trends and developments in the financial services industry.

To learn more about Breakthrough Academy, click here: https://trybta.com/EP275 Download your free Cash Flow Resource Bundle here: https://trybta.com/DL275 You're winning jobs, billing strong — and still sweating payroll every two weeks. Cash timing slips. Payroll doesn't. Here's how to fix it.In this episode, Danny Kerr breaks down the exact cash flow management system BTA has used with 1,900+ contractors to stop the financial panic and start projecting 90 days ahead, so you can make growth decisions with intention, not desperation.What you'll learn:The 5 cash flow killers quietly draining your roofing contractor business (weak deposits, slow collections, and more)How to build a simple weekly cash flow system — so you know what you can spend before you hire, buy, or marketHow to project your cash position 90 days out and spot payroll pressure before it hitsThe financial benchmarks $10MM contractors actually useHow to stop playing financial roulette and build real confidence in your numbersWhether you're at $1M or pushing $10M, cash flow management isn't optional — it's the difference between scaling and gambling.00:00-Intro09:32-Developing Annual Budgets19:20-Effective Job Costing23:48-Industry Profit Benchmarks28:04-Strategic Cash Flow32:28-Avoiding Cash Flow Destroyers41:22-Using Cash Flow Projections53:43-Expense and Overhead Q&A

In today's solo episode, Elizabeth is answering the questions her community sent in. She shares why her health anxiety has quieted in pregnancy, the daily practices that keep her nervous system steady, and how she is learning to trust her own judgment even while leaning into the medical model for her higher risk birth.The conversation moves into how she dresses, the way she has come to see her wardrobe as a form of self expression, and why she stopped chasing the version of beauty that wasn't hers in the first place. She gets honest about enhancing your natural features without losing them, why the real glow always comes from within, and how she and Clayton handle money in their marriage with full transparency. It is a warm, honest check in on what it actually looks like to take care of yourself across body, style, and partnership.If you want to go DEEPER with me, my Substack is where I share even more behind-the-scenes, personal reflections, and wellness experiments, with new posts dropping every Thursday: https://substack.com/@thewellnessprocessFollow us:Instagram: https://www.instagram.com/thewellnessprocesspodTikTok: https://www.tiktok.com/@thewellnessprocessYouTube: https://www.youtube.com/@TheWellnessProcessSponsors:Text TWP to 64000 to get 20% off all IQBAR products, plus FREE shipping. Message and data rates may apply. Use coupon code TWP to save 15% at boncharge.comSave 25% on your first month at ritual.com/TWP Use my code TWPBOGO to get their bamboo and Sutton collection at cozyearth.comVisit sinacrisps.com and use code WELLNESS for 20% off your first order.Produced by Dear MediaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Clean financials are the backbone of your business's true value, not just a last-minute task for your accountant before selling. Neil Twa, host of The High Voltage Business Builders Podcast, dives into why solid financials are essential for a successful business exit. He shares real stories, like Marcus, who was pulling in $40,000 a month with two private label brands on Amazon. Neil outlines three actionable steps to get your financials in order, whether you're making $8,000 or $800,000 a month. The key takeaway? It's not the flashy revenue numbers that secure the best exit multiples, but the peace of mind clean books offer to buyers. Ready to audit your AI readiness? Take the free 5-question assessment: voltagedm.com/aiquiz?utm_source=rss&utm_medium=show_notes&utm_campaign=ep285

Today, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a Toast terminal without thinking much about the business behind it.  Our guest is Sean Barrett, founder, managing partner, and chief investment officer of Counter Global, who holds Toast as one of his largest positions and walks us through how a restaurant point of sale company became the operating system that runs the restaurant. He argues that Toast is best understood as the operating system for the restaurant rather than a payments terminal with software attached, and that the business grows as fast and as profitably as it does because the company spent years building purpose-built hardware, a multi-tenant software platform, and a sales force on the ground before it moved into new markets across grocery, enterprise, hospitality, and international.  We also discuss why a business winning roughly half of new restaurant openings in the United States still trades at a multiple that looks closer to a mature company than a category killer. Please enjoy this Breakdown of Toast. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠⁠⁠⁠ here.⁠⁠⁠⁠⁠⁠⁠ ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- This episode is brought to you by⁠⁠⁠⁠ ⁠Portrait Analytics⁠⁠⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at ⁠⁠⁠⁠⁠portraitresearch.com⁠⁠⁠⁠⁠ ----- Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Welcome to Business Breakdowns (00:03:19) Toast Business Overview & Financials (00:06:31) Recurring vs. Reoccurring Gross Profit (00:07:39) Nuance on Revenue Semantics (00:10:05) Transformation from 2020 to Today (00:11:51) Full Product Offering Overview (00:14:13) Revenue Model — Recurring vs. Transaction-Based (00:16:08) Net Take Rate (00:17:22) Software Side of Revenue (00:18:49) Hardware & SaaSpocalypse Connection (00:22:31) AI Offering & What They're Shipping (00:27:01) Impact of 8% Revenue Uplift for Restaurants (00:27:12) Competitive Landscape (00:32:44) Switching & Churn Dynamics (00:34:52) Competitive Advantage & Moat (00:37:43) Management Team & Culture (00:39:57) $10B Gross Profit TAM & Runway (00:44:01) Valuation Approach (00:45:53) Key Risks (00:48:32) Key Lessons

Eric Criscuolo, NYSE Market Strategist, recaps a strong week as the S&P 500 extends its winning streak and climbs toward fresh record highs. Markets responded to a steady stream of conflicting Iran ceasefire headlines, ultimately pricing in progress toward a near-term resolution. Tech led the way, with semiconductors and AI-linked names driving outsized gains alongside strength in higher-risk sectors. Falling oil prices and lower yields supported equity performance, while Energy and Financials lagged amid shifting macro dynamics. Attention now turns to labor market data, upcoming earnings, and month-end flows as investors assess the durability of the rally.

Episode 1,232 - FloWrestling Radio Live crew discusses NCAA team's financials, U20 World Team Trials, RAF, and more. Send in user submissions and questions to ⁠⁠FRLsubmissions@flosports.tv⁠⁠. (0:00) fun and easy banter (4:45) D1 team's financials have been revealed (10:15) AJ Ferrari commitment coming soon? (12:30) RAF predictions (19:15) U20 World Team Trials (30:30) questions from friends Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Beacon Way podcast, Adrienne interviews Reno-based CPA and business broker Mike Bosma about his path from studying accounting (originally planning on law) to working at Deloitte and Grant Thornton, then launching his own CPA firm in 2007. Bosma shares how a Reno KOH radio show led to a broader advisory platform that later became a podcast, and discusses selling his CPA firm in 2017, why the acquirer struggled with the firm's consulting-heavy model, and how he reacquired it in 2021 while also building a brokerage practice. He offers guidance on preparing to sell a business: making the founder replaceable, negotiating role clarity before closing, practicing transparency, and keeping accurate accrual-based financials free of personal expenses, along with insights on private equity structures and post-sale transition planning.Mike Bosma – Keystone CPAshttps://keystone.cpa/bosma-on-business/775-786-4900mbosma@keystone.cpa.com

Markets continue pushing to new highs, but the rally is becoming increasingly dependent on one sector: Technology. With XLK and Semiconductor stocks driving the majority of gains, market breadth remains weak beneath the surface. Communications, Financials, Energy, and Materials are telling a very different story than the headline indexes. In today's Before the Bell, we break down the growing disconnect between Technology and the rest of the market, why diversified portfolios are lagging benchmarks, and how hedge fund positioning in Semiconductors is fueling the momentum chase. We also discuss why this narrow leadership can continue longer than expected, what warning signals to watch for, and how investors should think about risk management heading deeper into summer and the mid-term election cycle. Watch for key support levels, momentum shifts, and changes in market leadership before making aggressive portfolio moves. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/d3dc5rwLp1c?si=Hucvfio_XecJZnXd --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TechnologyStocks #Semiconductors #StockMarket #MarketBreadth #InvestingStrategy

This week I'm joined by Carey Wallace, founder of Agency Focus and one of the most trusted advisors in the independent insurance agency space.We talked about the part of the business most owners avoid. The valuation. The P&L. The benchmarks. The honest conversation about what your agency is actually worth and what's quietly hurting that number.In this episode:→ Why 83% of independent agencies in the U.S. are under $1.25M in revenue and why that matters → The trap of comparing your agency to a headline sale price → Why you need 3 to 5 years of runway before a sale to actually move the number → The shift from transactional to advisory and why AI is going to force this conversation → My own 14-month acquisition story and what it taught me about my own blind spotsIf you're building an agency, leading one, or thinking about your next phase, this one is for you.Connect with me: Instagram → @monicaadwani LinkedIn → Monica Adwani#TranscendWithM #Season3 #WomenInInsurance #InsurancePodcast

In episode 63 of Wake Up to Wealth, Brandon Brittingham interviews Jessica Stroud, a successful entrepreneur and champion for women. With over 500 referrals a year in her insurance brokerage, she shares her journey of building a thriving business through strategic networking and genuine relationships. Tune in for an engaging discussion that aims to reshape your perspective on wealth and investing. SOCIAL MEDIA LINKS Brandon Brittingham Instagram: https://www.instagram.com/mailboxmoneyb/ Facebook: https://www.facebook.com/brandon.brittingham.1/   WEBSITES Brandon Brittingham: https://www.brandonsbrain.org/home ========================== SUPPORT OUR SPONSOR: Accruity: https://accruity.com/

Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI's impact remain stronger than many investors appreciate.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing our bullish mid-year outlook and why stocks have been under pressure more recently. It's Tuesday, May 19th at 1:30 pm in New York. So, let's get after it. Every cycle has a moment when investors become so focused on the last risk that they miss the next opportunity. I think we're in one of those moments right now. The first half of this year has had a familiar feel to it. The market weakened under the surface well before the headlines got loud, investors discovered the new risks after prices had already moved, and sentiment got worse just as the forward setup was getting better. In other words, it's déjà vu all over again – but with some important twists. The biggest twist is where we are in the cycle. Last year, we were still coming out of the tail end of a rolling recession. Today, we're in a rolling recovery and that is still underappreciated. This matters, because it changes how we should interpret the correction earlier this year and a powerful rally. In the first quarter, many investors looked at the S&P 500's less-than-10 percent price decline and concluded the market was complacent. I think that really misses the point. Roughly half of the Russell 3000 saw drawdowns of 20 percent or more, and the S&P 500 forward Price Earnings multiple fell by 18 percent from its peak as forward earnings continued to rise. That is not complacency. That is a market doing what it does best – discounting risk before the narrative catches up. And those risks were not small. We had private credit concerns, and a major debate around AI disruption to labor markets as well as a new war that drove oil prices up by 100 percent. In many of the areas most directly exposed to these risks, the market delivered 40 percent-plus corrections. So the provocative question I would ask now is this: what if the biggest risk from here is not being too bullish, but being too cautious after the market has already done the work? We address these questions in our recently published mid-year outlook. Specifically, we raised our 12 month S&P 500 price target to 8,300 based solely on higher earnings forecasts. In fact, we assume some further valuation compression. We raised our S&P 500 EPS by approximately 5 percent as operating leverage from the rolling recovery, AI adoption, fiscal support and a capex cycle that continues to broaden. That earnings point is critical. In prior cycles when oil shocks ended the business cycle, earnings were already decelerating or contracting outright before the shock hit. Today, the opposite is happening. Earnings are accelerating from already strong levels. First-quarter median S&P 500 earnings surprise was 6 percent, the strongest in four years; and earnings revisions breadth has moved back up to 22 percent from just 5 percent at the start of reporting season. That is a very different backdrop than the traditional late-cycle oil shock playbook. AI is another area where I think the consensus has evolved. The labor market disruption narrative has moved faster than the actual implementation. The enterprise application layer is still early, and for now, AI looks more like a margin tailwind than a labor-market wrecking ball. Companies are running leaner, hiring less, and beginning to quantify real benefits rather than simply firing everyone. While true adoption of this technology is likely to be slower than anticipated, the apprehension to over-hire is real and that is driving higher profitability in an indirect way. Monetary policy and liquidity are still the main risks to this bull market rising unimpeded. With the Fed becoming less dovish and liquidity needs rising, interest rates are on the rise and the equity-rate correlation is negative again. The 4.5 percent level on the 10-year Treasury remains important for valuations. We don't need Fed cuts for the equity market to work. History suggests that when earnings growth is strong and the Fed is on hold, returns can still be very solid. The real risk is liquidity – whether the Fed and Treasury underestimates how much capital the private economy now needs to fund investment and recovery.Ultimately, the Fed and Treasury have tools to address these liquidity needs and they have been using them aggressively this year. However, these provisions can ebb and flow and we are currently in a window where it's going to ebb, leaving stocks vulnerable in the short term. If the correction persists, investors should use that as an opportunity to add exposure to the parts of the market that benefit from a rolling recovery, specifically Industrials, Financials, Consumer Discretionary Goods. The breadth of the earnings and capex cycle remains under-appreciated, not to mention the recovery from the rolling recession that ended with Liberation Day a year ago. The bottom line is simple. The correction earlier this year was more significant than most appreciate in terms of valuation and the earnings story is only getting better. The path won't be smooth, so use any corrections to position for the continued broadening in earnings that we believe will continue.Just remember, by the time the evidence feels obvious, the opportunity is usually gone. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out! And I wish my wife a happy birthday.

On this week's episode of the Massively OP Podcast, Bree and Justin talk about EVE Online's latest expansion, EverQuest Legends' beta, Spirit Crossing's housing system, Throne and Liberty's new progression system, and more studio financials. It's the MassivelyOP Podcast, an action-packed hour of news, tales, opinions, and gamer emails! And remember, if you'd like to send in your question to the show, send 'em in through our tips form. Now, listen to this week's show… Show notes: Intro Adventures in MMOs: World of Warcraft, Outbound, Palia, LOTRO, SWG, Guild Wars 2 (Colin's post) EVE Online announces Cradle of War expansion EverQuest Legends' beta is drawing a lot of attention Spirit Crossing gets some serious housing Throne and Liberty adds a Stellar Journey progression system Financials for NCsoft, Pearl Abyss, Square Enix, Nexon Outro Other info: Podcast theme: "Red Glowing Dust" from EVE Online Your show hosts: Justin and Bree Listen to Massively OP Podcast on iTunes, Stitcher, TuneIn, iHeartRadio, Player FM, Pocket Casts, Amazon, and Spotify, or follow our uploads with RSS Follow MassivelyOP on Bluesky, Mastodon, Twitch, YouTube, Twitter, and Facebook

Check out the Spawncast network: https://spawncastnetwork.com/ Support the stream: https://streamlabs.com/spawnwave Panel: Celia: https://x.com/CeliaBeee RGT: https://www.youtube.com/@RGT85 Radec: https://www.youtube.com/@realradec Playeressence: https://www.youtube.com/@Playeressence Kimerex: https://www.youtube.com/@KimerexProjekt #Sony #Nintendo #Microsoft

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the factors behind stock gains across sectors.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing why earnings remain the most important variable for equity markets.It's Monday, May 4th at 2pm in New York. So, let's get after it.The more I think about what's been driving this market, and the more time I spend with the data, the more I keep coming back to the same conclusion: it's earnings. Not the headlines, not even the Fed. Earnings are doing the heavy lifting right now.When I look at this reporting season, what stands out isn't just resilience, it's strength that's broader than most people appreciate. The typical company in the S&P 500 is growing earnings at about 16 percent, and the median earnings surprise is running around 6 percent. That's the strongest we've seen in four years.What's really interesting to me is that this strength is no longer confined to just the biggest tech names. Yes, hyper scalers and semiconductors are still playing a leading role, but the story is expanding. We're seeing earnings revisions move higher across Financials, Industrials, and Consumer Cyclicals, in particular. That kind of breadth tells me this isn't just a narrow leadership story; it's something more sustainable.At the same time, many investors are focused on the geopolitical backdrop, particularly the Iran conflict and what it means for oil, inflation, and supply chains. To be fair, companies are feeling some of that pressure. When you listen to earnings calls, you hear about rising freight costs, tighter supply chains, and higher input prices across industries like chemicals and machinery.But here's the nuance: those impacts are uneven. They're not hitting the entire market in the same way. In fact, at the index level, they're being offset. Energy has become a positive contributor to earnings growth, and the higher-end consumer remains relatively strong. Even with higher fuel costs, we're not seeing a meaningful pullback in overall consumption – at least not yet. That tells me that we're not dealing with a classic demand shock. We're dealing with a redistribution of pressure, and companies are adapting. In many cases, they're passing through higher costs. Revenue surprises are running above historical norms, which suggests pricing power is improving.Now, of course, earnings aren't the only piece of the puzzle. Policy still matters, and the shift in rate expectations this year has been meaningful. The Fed has clearly become more concerned about inflation, and the market has repriced expectations to fewer cuts, and maybe even a higher probability of hikes. That repricing is a big reason why valuations corrected so sharply over the past six months.It's notable that even with that headwind, equities have managed to stabilize, thanks to earnings. When earnings are growing at an above-trend pace, equities can deliver solid returns regardless of whether the Fed is cutting or not.That said, I do think that there's one area of risk that deserves further attention, and that's liquidity. We've seen periods of funding stress over the past six months, and those moments have coincided with pressure on valuations. The Fed and the Treasury have stepped in at times to stabilize these conditions, helping to reduce bond volatility and support equity multiples.Bottom line, we have already had a meaningful correction in valuations this year with price earnings multiples falling 18 percent from their peak last fall. That adjustment occurred as the market digested the many risks that we have been highlighting. Meanwhile, earnings are not only holding up, they're accelerating and broadening across sectors. The risks that we've all all focused on – geopolitics, oil, supply chains – are real. But they're being absorbed at the company level. As a result, the price declines were much more modest than the compression in valuations. Meanwhile, monetary policy is providing some headwinds, but it's not overwhelming the earnings story. Equity markets move on two things: earnings and liquidity. Right now, earnings are more than offsetting the lingering liquidity concerns. In short, earnings growth is greater than the valuation reset. This is classic bull market behavior and as long as that continues, I think the U.S. equity market will grind higher for the rest of the year with intermittent bouts of volatility. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!