Podcasts about financials

Academic discipline studying businesses and investments

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Latest podcast episodes about financials

Breakaway Wealth Podcast
Legacy Over Luxury: How Tim Rexius Scales 5 Companies—and 6 Kids

Breakaway Wealth Podcast

Play Episode Listen Later Oct 21, 2025 44:17


Jim sits down with Tim Rexius — Omaha entrepreneur, fitness pro, and founder of Rexius Nutrition and Omaha Protein Popcorn — to talk about scaling life without losing your soul. From bodybuilding stages to global brands in 14 countries, Tim's story is proof that discipline, faith, and energy compound across every area of life. He's a father of six, a business owner of five, and a living example of legacy over luxury. Together, Jim and Tim unpack how health drives wealth, how mentorship multiplies impact, and how faith anchors it all. What You'll Learn: The mindset shift: Balance isn't found—it's built through intentional structure. The personal breakthrough: When your family sees your mission, they stop saying “Dad's gone” and start saying “Dad's out building.” The Strategy: How Tim Uses Seven Synced Calendars and Daily Restoration Routines (Training, Fasting, Sauna) to Stay Sharp in Business and at Home. The story: From bodybuilding and bankruptcy to owning global nutrition brands and mentoring his former employees into partners. The energy principle: Why taking care of your health is the most profitable business decision you'll ever make. Action Steps: 1. Map Your Horizon & Cashflow Decide your hold period (5–10+ years) and set a monthly cashflow target that makes you work-optional. 2. Run SAFE on Your Next Deal Vet the Sponsor first, then Asset, Financials, and Exit. If any letter fails, pass and keep your powder dry. 3. Choose Your Lane Active: commit to learning, mistakes, and reps. Passive: piggyback a proven operator's network (fund-of-funds, co-GP) to diversify now. Tom Dunkle's Final Word “Little, consistent decisions compound. Pick your horizon, partner with the right ‘who,' and let time and cash flow do the heavy lifting.” Connect with Tim Rexius: Instagram: www.instagram.com/timothy_d_rexius Linkedin: www.linkedin.com/in/timothy-rexius-2968422b/ Website: rexiusnutrition.com  

Investor Fuel Real Estate Investing Mastermind - Audio Version
Books = Better Deals: Marine Vet Max Emory on Decision-Ready Financials for Investors

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Oct 21, 2025 21:56


The conversation explores the intricacies of disaster resilience in housing, particularly focusing on modular homes and short-term rental markets like Airbnb. It also delves into the distinctions between various financial professionals, emphasizing the differences between bookkeepers, tax strategists, and cash flow management advisors.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The Options Insider Radio Network
The Hot Options Report: 10-15-2025

The Options Insider Radio Network

Play Episode Listen Later Oct 16, 2025 13:11


In this episode of the Hot Options Report, the focus is on the fast-moving options market, highlighting significant trades for October 15th. The session covers trading activities and hot options for key indices and single names like VIX, SPY, SPX, IWM, QQQ, MicroStrategy, Bank of America, Palantir, Opendoor, Apple, Intel, Amazon, Tesla, AMD, and Nvidia. Key insights include trading volumes, average prices, and noteworthy fluctuations in these financial instruments.    00:00 Introduction and Welcome  01:29 Explosive Options Activity: VIX and SPY 03:14 SPX and Small Caps Analysis 04:27 Nasdaq and Single Name Options 06:04 Financials and Tech Giants 10:38 Top Movers: AMD and Nvidia 12:09 Conclusion and Upcoming Shows   ------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

TD Ameritrade Network
Looking for the Next Leg Higher: Opportunities in Small Caps, Financials & More

TD Ameritrade Network

Play Episode Listen Later Oct 15, 2025 8:29


“It's only a matter of time” before the SPX reaches 7,000, Ahmed Riesgo says, but he thinks it won't happen until 2026. Right now, he likes financials, healthcare, and small caps. He especially likes the latter because of valuation, but he does not that they may be more sensitive to risk. Ahmed also likes the Japanese yen and some cryptocurrencies like Bitcoin and Ethereum.======== 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

Breakaway Wealth Podcast
When the Headlines Scream No: Finding Hidden Yield with Tom Dunkel

Breakaway Wealth Podcast

Play Episode Listen Later Oct 14, 2025 29:06


In this episode, Jim brings on Tom Dunkel, founder of Eagle Capital Investments, co-founder of U.S. Mortgage Resolution (11k+ loans transacted), real-estate investor, and author of The Wealth Builders Playbook. Tom left the “corporate penitentiary,” got bloodied in '08, then built durable wealth across distressed mortgage debt, self-storage, STRs, and a fund-of-funds platform.  They break down why “now” is always the right time if your horizon is long, how to own the paper when bricks are a pain, and how to evaluate deals with his SAFE method so you compound without blowing up. What You'll Learn Why headlines aren't a strategy: time horizon and cashflow beat “perfect timing” Distressed mortgage debt 101: how banks offload non-accrual loans—and how pros work them out The SAFE due-diligence method (Sponsor, Asset, Financials, Exit) you can apply to any alt deal Active vs passive: “who, not how” for busy owners who want diversification without a second job How tax advantages (depreciation, cost seg) and steady cashflow protect high earners Action Steps 1. Map Your Horizon & Cashflow Decide your hold period (5–10+ years) and set a monthly cashflow target that makes you work-optional. 2. Run SAFE on Your Next Deal Vet the Sponsor first, then Asset, Financials, and Exit. If any letter fails, pass and keep your powder dry. 3. Choose Your Lane Active: commit to learning, mistakes, and reps. Passive: piggyback a proven operator's network (fund-of-funds, co-GP) to diversify now.

Thoughts on the Market
An M&A Boom for Financials

Thoughts on the Market

Play Episode Listen Later Oct 13, 2025 9:38


Morgan Stanley analysts Betsy Graseck and Michael Cyprys discuss what's driving unprecedented consolidation for asset and wealth management firms.Read more insights from Morgan Stanley.----- Transcript ----- Betsy Graseck: Welcome to Thoughts on the Market. I'm Betsy Graseck, Morgan Stanley's U.S. Large Cap Banks Analyst and Global Head of Banks and Diversified Finance Research.Michael Cyprys: And I'm Mike Cyprys, Head of U.S. Brokers, Asset Managers and Exchanges Research.Betsy Graseck: The asset management and wealth management industries are on the cusp of major consolidation. We're going to unpack today what's driving the race for scale and what it means for investors and the industries at large.It's Monday, October 13th at 4pm in New York.Mike, before we dive into the setup for M&A, I did want to get out here on the table. What's your outlook for the asset management industry?Michael Cyprys: Sure. So, asset management today is, call it, $135 trillion industry, in terms of assets under management that are managed for a fee. We expect it to grow at about an 8 percent clip annually over the next five years. And that's driven by faster growth in private markets, solutions and passive strategies, while we expect to see slower growth in the core active arena.Two key drivers of growth there. First private markets. We expect to see rising investor allocations from both institutional investors, but also more importantly from retail investors that remain early days in accessing the asset class. So, as we look out in the coming years, we do expect this democratization of private markets to play out, and we see that being helped by product innovation, investor education and technology advances that are all helping unlock access.Second growth driver is solutions. And I think you're looking at me a little dazed on what's solutions. And by that we really mean products and strategies that are addressing demographic challenges around aging populations. So, think about that as solutions that provide for retirement income, as well as those that offer tax efficient solutions. So, think about that as model portfolios, as well as sub-advisory mandates. We also expect to see growth in outsourced Chief Investment Officer, OCIO mandates and broadly retirement focused products.So that's the asset management industry in terms of our outlook. Betsy, what's your outlook for the growth in the wealth management industry?Betsy Graseck: Well, somewhat similar, but a little bit slower – off of a larger base. What does that mean? So, we are looking for global growth in wealth management of 5.5 percent CAGR, and that is off of a base of [$]301 trillion, which is intriguing, right? Because that's larger than the [$]135 trillion you mentioned for asset management.So, in wealth, we were expecting [$]301 trillion in 2024 grows to [$]393 trillion in 2029. And within the wealth industry, what we see as the driver for incremental opportunities here is both in the ultra high net worth segment as well as the affluent segments, as client needs evolve and technology delivers improving efficiencies.And I think one of the interesting things here – as we think about the look forward from industry perspective – is the fact that both asset management and wealth management industries have been very fragmented for a very long time, especially relative to other financial industries. I think one reason is that they need less capital to operate successfully.But Mike, back to the asset management industry, specifically – deal activity seems to be inching up. What are you attributing this increase in M&A to?Michael Cyprys: Yeah, so we do see M&A picking up, and we expect that to continue over the next couple of years. A number of reasons for that. First growth is becoming a bit more scarce, with clients working with fewer partners. And over the next five years, we expect the number of available slots to continue to decline upwards of a third, which concentrates growth opportunities.Betsy Graseck: Wait, wait, wait. Upwards of a third. And number of slots. When you say number of slots, you're talking about it from the asset manager client perspective…Michael Cyprys: Correct. From the asset owner standpoint or intermediary standpoint.Betsy Graseck: They're looking to consolidate their providers?Michael Cyprys: Correct.Betsy Graseck: Okay.Michael Cyprys: They're looking to work with fewer asset managers.Betsy Graseck: Mm-hmm.Michael Cyprys: At the same time, the winners are taking more share, right? So, our work shows that the largest firms are disproportionately capturing a larger share of net new money as they leveraged their scale to reinvest in capabilities as well as in relationships.And also, I'd point to the fact that we have seen a pickup in deal activity already. And we think that's going to lead more firms to consider strategic activity themselves, as they think and rethink what constitutes scale. And we think that that bar is rising…Betsy Graseck: Mm. Michael Cyprys: And firms are thinking about how to compete effectively as the landscape evolves. And look, this is all in the context of already a lot of challenges and changes happening as you think about evolving client needs. The rising cost of doing business, whether it's investing for growth or even harnessing AI, and that's all pressuring profitability. We think this is particularly a challenge for those mid-size money managers that are multi-asset, multi-liquid and global. Those with, call it, [$]0.5 trillion to [$]2 trillion in size, making them more likely to pursue consolidation, opportunities to bolster their capabilities and scale while also generating cost efficiencies.Betsy Graseck: So now looking forward, what type of deals do you expect and how does it differ from past years?Michael Cyprys: Sure. So, a few things are different than past years. First is that the deal activity is encompassing many forms of partnership. And we think that this experimentation around partnership will only accelerate. That allows, for example, for private market managers to access retail distribution without owning the end infrastructure and the last mile to the customer. It also allows traditional managers to provide their retail customers with access to high quality private market strategies from well-known and branded firms.Second is we see a broadening out of the types of acquisitions themselves when we talk about M&A, right? So, three types of deals. First are deals within the same vertical or intersector. So, think about this as an asset manager buying another asset manager to acquire capabilities, to gain cost synergies or bolster distribution.Second type of deals that we're seeing are ones that expand beyond one's own vertical. So intersector deals. So, asset management combining with wealth or insurance, for example, where firms would seek to own a larger, greater portion of the overall value chain. And so, these firms are getting closer to that end client. For example, an asset manager getting closer to that end customer. And the third type being financial sponsor deals where a sponsor is investing either as an in an asset or a wealth manager.Now you didn't ask me around the historical outcomes of M&A. But I would say that the historical outcomes have been mixed in the asset management space. But here we think that the opportunity ahead is so bright that we think firms will find ways to navigate and pursue strategic activity. But it does require addressing some of the culture and integration challenges that have plagued some of the deals in the past.Betsy Graseck: Okay.Michael Cyprys: So, Betsy, what do you see as the key drivers of consolidation in wealth management?Betsy Graseck: There's several. From the wealth manager side, number one is an aging population of advisor and advisor-owners, and the need to address succession and how to best serve their clients when passing on their book of business. So, we've got succession issues as the number one driver. But additionally, the need for scale is clearly getting higher and higher – given the costs of IT infrastructure rising, the needs to be able to leverage AI effectively and to manage your cyber risk effectively. These are just some of the drivers of desire to merge from the wealth manager perspective.Second. We have an increasing buying pool. If you just look at the large cap banks, for example. Significant amount of excess capital. Could we see some of that excess capital be put to work in the wealth management industry? To me, that would make sense. Why? Because wealth management is one of the best, if not the best financial institution service for shareholders. It is a high ROE business. It also is a business that commands a high multiple in the stock market.So, we would not be surprised to see activity there over the course of the next several years. So, Mike, thanks for joining me on the show today.Michael Cyprys: Thanks, Betsy. Always a pleasure.Betsy Graseck: And to our listeners, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

TD Ameritrade Network
Caleb Silver: "Cautious Optimism" and NVDA Dominate Investor Mindset

TD Ameritrade Network

Play Episode Listen Later Oct 13, 2025 6:37


Caleb Silver (@investopedia) previews this week's kick-off to earnings season. His team is expecting estimated Y/Y earnings growth of 8% which would build on 9 consecutive quarters of growth. The strongest sectors on Caleb's radar include Tech, Financials and Materials. He shares Investopedia data that reveals a "cautious optimism" continuing to hold the predominant mindset for investors headed into year-end. Later, Caleb shares why Nvidia (NVDA) continues to dominate the majority of investors portfolio positioning and what other stocks are gaining momentum looking ahead.======== 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 Chinchilla Picking Podcast
Episode: A Little Known Company's Bankruptcy Is Rocking Financials

The Chinchilla Picking Podcast

Play Episode Listen Later Oct 13, 2025 50:46


Plus stock picks from Friday's sell off

Remodelers On The Rise
Building Your Remodeling Business with Purpose

Remodelers On The Rise

Play Episode Listen Later Oct 9, 2025 47:41


In this episode of Remodelers on the Rise, architect turned remodeler Mary Denby shares how she shifted from wearing every hat to leading with clarity. From creating real processes, to hiring her first estimator, to facing the numbers instead of avoiding them, her story shows the power of focus, action, and joy in business. ----- Ready to streamline your business and increase profits? Visit JobTreadto see how their all-in-one construction management software helps remodelers and builders simplify estimating, scheduling, job costing, and invoicing. Want to hear JobTread in action? Check out our upcoming January episode featuring stories from the JobTread Connect User Conference in Dallas. You'll hear directly from contractors who are using JobTread to boost profits, improve communication, and deliver a better client experience. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways JobTread provides full visibility into project management. Transitioning from architecture to business ownership can be challenging. Implementing processes is crucial for business growth. Understanding financials is key to running a successful business. Setting boundaries helps maintain work-life balance. Hiring the right team members is essential for success. Leadership involves empowering your team and allowing them to shine. Continuous improvement is necessary for long-term success. Having fun in business is important for motivation. Taking action on ideas leads to positive outcomes. ----- Chapters 00:00 Introduction to MHD Builds and Personal Milestones 03:31 Celebrating 50 Days of Travel and Life's Joys 06:41 Mary's Journey from Architecture to Remodeling 12:34 Building a Business: Challenges and Growth 18:25 Implementing Processes for Success 20:52 The Power of Peer Support 26:16 Hiring Decisions and Business Growth 27:36 Understanding Financials for Better Decision Making 29:35 Leadership Challenges and Team Dynamics 35:56 Facing Financial Realities Head-On 42:43 Key Takeaways and Closing Thoughts

UBS On-Air
Top of the Morning: US Financials - Sector update & outlook

UBS On-Air

Play Episode Listen Later Oct 9, 2025 9:10


We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

RBC's Markets in Motion
3Q25 RBC Analyst Outlook Survey Results

RBC's Markets in Motion

Play Episode Listen Later Oct 9, 2025 4:51 Transcription Available


The big things you need to know:First, across all industries and regions, our analysts are constructive on performance over the next 6-12 months.Second, at the global sector level our analysts have the most positive performance outlooks for REITs, Materials and Financials.Third, our analysts were slightly less optimistic on forward performance for Europe/UK than other regions.Fourth, our analysts generally had mixed views of the policy backdrop.Fifth, when we look at some of our macro indicators, Canada has been the bright spot in terms of performance YTD and over the past month.

Excess Returns
Big Rally. First Sell Signal Since April | Katie Stockton on What the Charts Say Could Come Next

Excess Returns

Play Episode Listen Later Oct 8, 2025 52:06


Katie Stockton, founder and managing partner at Fairlead Strategies, joins us for her quarterly technical outlook on markets, sectors, and asset classes. In this episode, Katie breaks down what her indicators are showing for equities, discusses the implications of new DeMark signals on the S&P 500 and Nasdaq, and explores opportunities across sectors like healthcare, utilities, and energy. She also analyzes key macro charts including gold, oil, Treasury yields, and the dollar, and explains how investors can use technical analysis to manage risk and identify trends heading into year-end.Main topics covered:• The current technical setup for the S&P 500 and how Katie reads market momentum• The role of moving averages, MACD, and DeMark indicators in her process• Breadth, sentiment, and seasonal factors influencing market direction• Why the AI and tech rally may be entering a more selective phase• Sector analysis: healthcare, utilities, energy, and consumer staples• Trends in financials and what's driving sector rotations• Overview of the Fairlead Tactical Sector ETF (TACK) and its positioning• The broadening theme, mega-cap leadership, and market concentration• Technical outlooks for gold, oil, Treasury yields, and the dollar• How correlations between bonds and equities are evolving• Key risk metrics Katie is watching into year-endTimestamps:00:00 Introduction and S&P 500 setup04:15 How Katie uses key technical indicators07:00 Reading trend strength through moving averages10:00 Balancing short- and long-term signals12:00 Seasonality and sentiment in the current market15:00 DeMark sell signals on the S&P and Nasdaq18:30 What a correction could mean for the AI trade20:20 Sector rotation and using technicals for allocation23:30 Opportunities in healthcare and energy25:30 Utilities and countertrend setups27:20 Consumer staples and defensive positioning29:00 Financials and recent weakness31:00 Inside the TACK ETF and its strategy34:10 Market breadth and mega-cap concentration37:00 Gold's breakout and sell discipline using technicals41:00 Oil's setup and resistance levels43:15 10-year Treasury yield analysis46:20 The dollar index and its key levels48:15 Relationship between stocks and bonds51:10 Final takeaways and closing

SUMM IT UP
Financials 101: How much is your salon really worth?

SUMM IT UP

Play Episode Listen Later Oct 8, 2025 34:59


Whether you expect to sell your salon in 6 months or in 20 years, the time to start preparing is now, says Chris Wittich, a CPA who works with Summit and specializes in salons.  Early planning leads to better outcomes, smoother transitions, and higher valuations. And unfotunately, many salon owners miss the mark then it comes to the true value of their salons. In this episode you'll learn exactly what factors into a salon's value, and how to make your salon company attractive to buyers. Also: Where to look for a buyer, and tips for selling in "bite-sized pieces" to you own team members. And:  Red and green flags to look out for if you're looking to purchase a salon, This is the first in our three part Financials 101 series with Chris Wittich. Learn more about Chris' firm, Boyum Business Advisors. ICYMI: Learn more about the changes to the FICA tax tip credit and new tax-free tips rules that benefit salon owners and stylists. Stay tuned for the next episode in our series, where Blake and Chris will dive into tax structures and how to set up your business for financial success. Follow Summit Salon Business Center on Instagram @SummitSalon, and on TikTok at SummitSalon. SUMM IT UP is now on YouTube! Watch extended cuts of our interviews at www.youtube.com/@summitunlockedFind host Blake Reed Evans on Instagram @BlakeReedEvans and on TikTok at blakereedevans. His DM's are always open! You can email Blake at bevans@summitsalon.com. Visit us at SummitSalon.com to connect with others in the industry.

Poised for Exit
Why Clean Financials Build Trust and Drive Better Business Transitions

Poised for Exit

Play Episode Listen Later Oct 8, 2025 29:31


In this episode of Poised for Exit, we are excited to be joined again by Heide Olson, Founder & CEO All In One Accounting for Part 2 of the conversation on preparing a company's books and operations for a successful transition. Heide explains why clean financials, accurate month-end closes, reconciled balance sheets, and meaningful budget reviews are essential to telling a credible story that buyers and stakeholders can trust.Our discussion explores the key metrics every business should track, how technology and automation can save time and reduce risk, and why having a second set of eyes on financials strengthens confidence and value. Heide also highlights the difference between running a lifestyle business and building a transferable asset by sharing real client stories that show how timely reporting can uncover risks and create opportunities.Ultimately, behind every set of numbers is a narrative, and when that story is clear, consistent, and well-documented, it builds confidence for owners, inspires trust from buyers, and sets the stage for a successful transition! Connect with Heide hereLearn more about All In One Accounting here Connect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

Green Connections Radio -  Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil
Leveraging AI For Sustainability – with Mandi McReynolds, Chief Sustainability Officer at Workiva

Green Connections Radio - Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil

Play Episode Listen Later Oct 7, 2025 32:44


“What we're seeing is, as the new carbon economy moves forward – and this is critical to businesses to operate in the future, in the next five, 10 years – it's colliding with the digital transformation and financial transformation. And so, I think one of the essential things our customers are asking is. ‘how do we bring together the Chief Sustainability Officer, the CIO and the CFO and the new market, digital and carbon economy as we go forward?' Because you need all three lenses to make a holistic decision for both the growth and resiliency of your company.” Mandi McReynolds on Electric Ladies Podcast Artificial Intelligence, A.I., is transforming sustainability work, from data collection to analysis to reporting. It's a tool to help assess risks and see opportunities, but humans bring the superpower. How? Listen to Mandi McReynolds, Chief Sustainability Officer at Workiva in this fascinating conversation with Electric Ladies Podcast host Joan Michelson.   You'll hear about: ●        How Workiva is leveraging A.I. to serve its clients across the board – from assessing materiality, to financial reporting and sustainability reporting, ●        How to use A.I. to minimize boring work and free up people to be more strategic and creative – in a few unique ways. ●        How to ensure the integrity of the data you're accessing with A.I. – and how to reduce the risk of your data being contaminated by A.I. hallucinations, etc. ●        Plus, career advice, such as:  “Your job isn't to know the answer. Your job is to ask all the right questions of where the business is going and think about your lens is adding value because you're going to ask a different question….Don't be afraid….(Align) with people who could see the possibility of (your) experience. And… take that stretch job and just remember you're in the room to ask different questions, and that's perfectly fine. So, take the stretch and then lean into your experience that allows you to have a different lens and a different perspective.” Mandi McReynolds on Electric Ladies Podcast   Read Joan's Forbes articles here. You'll also like: ·       Business Leaders Bridging The Gap – Women business leaders from The Earth Day Women's Summit on the unique role of business in addressing the climate crisis. ·       The Power Of Buildings – with Katie McGinty, VP and Chief Sustainability and External Affairs Officer at Johnson Controls. ·       How GM Is Going All Electric – with General Motors Chief Sustainability Officer Kristen Siemen. ·       Reducing IT's Carbon Footprint – with HPE Chief Sustainability Officer Monica Batchelder. ·       How Businesses Unlock Value With Sustainability – with Kristen Sullivan, Audit Partner and head of Deloitte's Sustainability practice   Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.   Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

ET Markets Podcast - The Economic Times
ET Market Watch: Bullish start to the week, financials & IT lead Sensex, Nifty rally

ET Markets Podcast - The Economic Times

Play Episode Listen Later Oct 6, 2025 2:06


We Study Billionaires - The Investor’s Podcast Network
TIP758: Current Market Conditions & Investment Opportunities w/ Derek Pilecki

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Oct 3, 2025 62:26


On today's episode, Clay is joined by Derek Pilecki to discuss the current market conditions and the investment opportunities he's finding in today's chaotic environment. Derek is a managing member and portfolio manager at Gator Capital Management, which manages Financials sector long/short portfolios for private partnerships and mutual funds. Since its inception in July 2008, Gator Capital has compounded capital at 21.8% per annum versus 11.9% for the S&P 500 over the same time period. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:33 - Derek's process of looking for a potential 26% IRR on new investments. 07:43 - How value investing has evolved over the tenure of running his fund. 12:23 - The moves he made during the tariff tantrum earlier this year. 15:14 - How Buffett has influenced him as an investor. 19:51 - The opportunities he's finding in the market today. 23:00 - How he expects the Fed's interest rate cuts to impact the economy, the banking sector, and the real estate market. 45:25 - What Derek saw in Robinhood's stock before it increased by over 10x. 58:24 - Derek's investment thesis in WEX Inc. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Derek's fund: Gator Capital. Derek's letters. Related Episode: TIP669: Quietly Compounding at 20%+ Per Year w/ Derek Pilecki. Follow Derek on X. Follow Clay on ⁠LinkedIn⁠ & ⁠X⁠. Related ⁠books⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: Simple Mining HardBlock Human Rights Foundation Linkedin Talent Solutions Netsuite Shopify Vanta Abundant Mines Support our show by becoming a premium member! ⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Fish Out of Water: The SwimSwam Podcast
Golden Goggles, Enhanced Games Financials, & NCAA Season Openers | SWIMSWAM BREAKDOWN

Fish Out of Water: The SwimSwam Podcast

Play Episode Listen Later Sep 30, 2025 55:40


This week on the SwimSwam Breakdown, we discuss last weekend's Golden Goggles Awards, the financial draw of the Enhanced Games, and top NCAA dual meets from across the country.

Keep What You Earn
How to Build Investor-Ready Financials

Keep What You Earn

Play Episode Listen Later Sep 29, 2025 13:58


Maintaining high-quality financial records for business owners is critical, especially if you're interested in selling your business. Shannon explains why you should always be prepared for potential buyout offers, shares strategies for keeping your financials in order, and emphasizes the importance of transparency and accuracy in financial reporting. Learn how the quality of your financials influences your business valuation and why considering these details now can set you up for a smoother, more profitable exit in the future.   What you'll hear in this episode: [0:45] The Importance of Being Prepared for Unexpected Offers [4:20] Building Trust Through Quality Financials [6:50] Preparing Financial Statements for Potential Buyers [11:25] Advanced Financial Preparation and Strategy   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Investor Connect Podcast
Startup Funding Espresso – Ideal Size of a Due Diligence Team

Investor Connect Podcast

Play Episode Listen Later Sep 29, 2025 2:03


Ideal Size of a Due Diligence Team Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Due diligence works best when it's a shared endeavor. It can take a substantial amount of time to diligence a startup. The ideal size of a due diligence team is six people. Here are the key roles and responsibilities of the team: The lead. Takes responsibility for the overall diligence process and typically recruits the others on the diligence team. Sales, marketing, and competition. Investigate the sales of the startup, as well as the marketing strategy and the current competitors. Financials. Reviews the financial pro forma, income statement, and balance sheet to understand the financial health of the business. Product and technology. Reviews the status of the product and the technology underlying it. Team. Reviews the skills of the team and the commitment of each one to see if it meets the needs of the business objectives. Terms sheet. Builds and negotiates the terms sheet, including the valuation. Consider joining an angel network to find others to help with due diligence.   Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at:   Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group    Please , share, and leave a review. Music courtesy of .

Inside Scoop
Decoding Market Dynamics with Seth Golden.

Inside Scoop

Play Episode Listen Later Sep 26, 2025 71:35 Transcription Available


Navigating Market Dynamics with Seth Golden: Insights on Fed Policy, Economy, and Investment OpportunitiesJoin Sean Emory, Founder and Chief Investment Officer of Avory & Company, as he hosts Seth Golden, market strategist and founder of Finom Group, in this episode of Avory's Around the Desk podcast. They delve into the Fed's recent rate cut, its impact on the economy, and discuss key investment opportunities and risks in the current market landscape. 00:00 Introduction and Guest Welcome00:52 Catching Up in Orlando02:45 Discussion on the Federal Reserve's Recent Rate Cut06:54 Real-Time Indicators and Inflation14:42 Labor Market and Economic Outlook21:33 Consumer Behavior and Spending29:38 Impact of Tariffs on Inflation35:57 Investment Opportunities Ahead36:50 Analyzing Costco's Resilience and Investment Potential38:49 Kava and Chipotle: Comparing Growth and Investment Strategies42:07 Financials and Healthcare: Future Prospects and Current Trends46:06 Real Estate Market Insights and Regional Growth48:32 Bubble Concerns and Market Comparisons: 2000 vs. Today54:54 Parabolic Stocks: Risks and Opportunities01:03:51 AI Investment and Market Risks01:09:58 Small and Mid-Cap Stocks: Potential Catalysts and Future Outlook01:11:00 Conclusion and Final Thoughts—Hosted by:Sean Emory, Founder & Chief Investment Officer, Avory & Co.https://www.avory.xyzGuest:Seth GoldenFollow Avory & Co or Sean Emory

Axiom Podcast - Axiom Strategic Consulting
164: Clean Financials — Getting the House in Order with JoAnna Kelso (Axis Part 1 of 3)

Axiom Podcast - Axiom Strategic Consulting

Play Episode Listen Later Sep 25, 2025 37:56


Accounting is the language of business — but too often, financials are inconsistent, late, or misleading. That false story leads to frustration, costly mistakes, and missed opportunities.In this episode of the Grow With Purpose Podcast, Joey Brannon sits down with JoAnna Kelso, President of Axis Outsourced Accounting, to unpack why clean financials matter more than perfection. From avoiding “bank balance decisions” to preparing for long-term growth or a business exit, JoAnna explains how consistency in the numbers builds confidence in every decision.Discover the hidden costs of messy books, the value of having a trusted advisor instead of a reactive bookkeeper, and how weekly clarity empowers leaders to move faster, make better choices, and build a stronger business.

MoneyWise on Oneplace.com
Israel Common Values Fund with Brian Mumbert

MoneyWise on Oneplace.com

Play Episode Listen Later Sep 24, 2025 24:57


Israel is often in the headlines for conflict—but there's another story you need to hear.Beyond the headlines, Israel has emerged as a global innovation hub and a rising player in international markets. Today, Brian Mumbert joins us to share why investing in Israel could be a strategic opportunity worth considering.Brian Mumbert is Vice President and Regional Sales Executive at Timothy Plan, an underwriter of Faith & Finance.Why Invest in Israel?At first glance, investing in a nation experiencing conflict may seem counterintuitive. But economies often demonstrate resilience in times of war. Israel is no exception. With robust defense spending, a thriving entrepreneurial spirit, and a deeply ingrained culture of saving and financial discipline, the nation continues to grow.In fact, one of Israel's largest banks gave out piggy banks to families nationwide to encourage saving—a small example of the country's ingrained culture of stewardship and fiscal responsibility.For those wondering about safety, Israel offers a surprisingly secure environment for investment. The Tel Aviv 125 Index, which tracks the nation's 125 largest companies, operates much like the U.S. stock exchanges. Israel has transitioned from an emerging to a developed economy, putting it in the same global category as many European nations. Its GDP is forecasted to grow by 3.3% in 2025 and 4.6% in 2026, with inflation targeted at a steady 2%—numbers comparable to the U.S. outlook.The “Startup Nation” AdvantageIsrael's reputation as a hub of innovation is well-earned. In 2024 alone, U.S. giants invested billions in Israeli startups. Google acquired cloud security firm Wiz for $32 billion, while Palo Alto Networks purchased CyberArk, an identity management leader, for $25 billion. Everyday technologies like Apple's Face ID and SodaStream also trace their roots back to Israel.Large U.S. companies buying small Israeli firms is common since it's part of the fabric of their economy.While technology dominates headlines, Israel's economy is diverse. Financials, industrials, and defense sectors have also posted strong returns. In fact, nearly every sector reported double-digit growth in 2025. The Israeli shekel has also appreciated, further boosting investor confidence.International ties enhance Israel's economic opportunities. The Abraham Accords have opened new trade relationships across the Middle East, while defense partnerships with Europe have surged amid global conflicts. Recent agreements, such as a $35 billion natural gas export deal with Egypt, demonstrate the nation's expanding role in global energy markets.The Timothy Plan Israel Common Values FundFor investors who want exposure to Israel's growth while remaining true to their faith, Timothy Plan offers the Israel Common Values Fund. This actively managed fund holds 58 companies, giving broad diversification within the Israeli market.True to Timothy Plan's mission, the fund excludes companies that profit from abortion, pornography, or other activities inconsistent with biblical values. Even in Israel, they carefully screen companies to ensure they align with Christian principles.Faith-based investors increasingly want their portfolios to reflect their values. Advances in technology have made it easier to screen companies for alignment, though Timothy Plan has been doing it faithfully since 1994. They're not just avoiding harmful investments, they're enabling believers to steward their resources in ways that honor God.”Practical Advice for InvestorsIf you've never seen faith-based options in your portfolio, start by talking to your advisor. Share what you're passionate about—your church involvement, your giving priorities, your desire for biblical stewardship. When advisors know your values, they can help you align your investments with them.The Timothy Plan Israel Common Values Fund provides a practical way to support Israel and benefit from its dynamic economy—all while investing according to biblical principles. To explore this opportunity, visit TimothyPlan.com.On Today's Program, Rob Answers Listener Questions:I'd like some biblical insight on the power of tithing. I've even heard of people practicing ‘reverse tithing,' living on 10% and giving away 90%. What benefits might there be if we increased our giving to 15% or even 20%?My grandfather has invested in a commemorative coin collection for years. He's asked me and my aunt to handle it before he passes—determine the value and then sell it. Where can I turn to find out what it's worth and get the best price for his investment?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Timothy PlanTimothy Plan's Israel Common Values FundWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

People Centric Podcast (More Than Work)
Episode 244 Getting Squeezed, a break down of business financials

People Centric Podcast (More Than Work)

Play Episode Listen Later Sep 24, 2025 36:24


Financial terms can feel overwhelming—but they don't have to be. In this episode, we break down the basics of business financials using a playful and practical example: a lemonade stand. From revenue and cost of goods sold to gross profit, net profit, and where a company's money actually goes, we make the numbers make sense. Employees will learn how their roles connect to the financial health of a business. Managers will gain clarity on how to interpret financial data to make better decisions. Executives will reflect on how transparency and financial literacy can empower teams at every level. Whether you're new to business or just need a refresher, this episode turns financial fog into lemonade clarity.   Have questions about this topic? Want to ask for advice from our team? Have a topic suggestion? Just want to say Hello? Do it! We love hearing from you and here is how you can get us:   Website: www.peoplecentric.com/contact Direct Email: podcast@peoplecentric.com Facebook: https://www.facebook.com/peoplecentricUS YouTube: @PeopleCentricUS

Squawk on the Street
Stocks Extend Record Run, Busy Day for the Fed, Vertiv's David Cote Talks AI 9/23/25

Squawk on the Street

Play Episode Listen Later Sep 23, 2025 45:05


Carl Quintanilla, Courtney Reagan and Michael Santoli explored the record run for stocks, with the Dow, S&P 500 and the Financials sector all hitting fresh all-time highs. The anchors also reacted to comments from Fed Governor Bowman and Chicago Fed President Goolsbee ahead of Fed Chair Powell's Tuesday speech. Vertiv Executive Chairman David Cote joined the show at Post 9 to discuss the AI landscape. Also in focus: The White House links Tylenol to autism, Jimmy Kimmel's show to return to ABC, President Trump at the United Nations, Palantir's first year as an S&P 500 stock, AutoZone's fifth consecutive quarterly earnings miss, the retail sector stock slump. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Green Dream Landscaping Show
Selling Your Business, Part 1: Start with the Exit (w/ Steven Cohen)

The Green Dream Landscaping Show

Play Episode Listen Later Sep 22, 2025 52:05


In Part 1 of our “Selling Your Business” series, Luke sits down with Steven Cohen, an industry veteran and former owner of BCLS, to map out what owners should do long before a sale is on the horizon. We cover the only three ways a business ends (succession, sale, or shutdown), why exit planning belongs in your first decade, and how to build a company buyers actually want. In this episode The three possible endings of any business—and how to pick yours earlyWhat to put in a 5–10 year exit plan (and when to tell your team)Financials and documentation: what buyers and brokers will demandRevenue mix that maximizes valuation (recurring maintenance vs. project work)Private equity vs. strategic buyers vs. brokers: who fits which companyDue diligence realities: why “no deal is done until the wire clears”Culture and communication during a sale without spooking the market Who this is for Owners who say “I'm never selling” (and want optionality anyway)Leaders 3–10 years out from a potential exitOperators who want higher multiples and smoother diligence Guest: Steven Cohen (former owner, BCLS) If this episode helped you, please rate and review The Green Dream and share it with an owner who should start their exit plan now. Tune in next for Part 2—and don't miss daily shows across Turfs Up Radio for more lawn and landscape insights.

The KE Report
Luca Mining - Review Of Q2 Operations and Financials, Further Debt Repayment, Ongoing Met Work, and Exploration Update

The KE Report

Play Episode Listen Later Sep 18, 2025 16:00


Dan Barnholden, CEO of Luca Mining (TSX.V:LUCA – OTCQX:LUCMF – FSE:TSGA), joins us to review their Q2 operations and key financial metrics, the further debt repayment, ongoing metallurgical work, 4 separate exploration programs, and provides insights on key upcoming catalysts across both of Luca's producing assets – the Tahuehueto and Campo Morado mines, located in the prolific Sierra Madre mineralized belt in Mexico.    Second Quarter Highlights Gold equivalent production totaled 17,861 ounces in Q2 2025, up 28% compared to Q2 2024, and 39,154 ounces in H1 2025, supported by continued ramp-up at Tahuehueto, strong base metals output, and strong plant availability at Campo Morado. Tahuehueto advanced operationally, maintaining over 90% plant utilization in the quarter while increasing tonnes milled by 104% year over year to 72,396, underscoring continued ramp-up progress and plant reliability. Throughput momentum continued as well in the quarter, with a 65% increase in consolidated tonnes milled to 253,717; Campo Morado milled 181,320 tonnes (+54%), an average of 2,133 tonnes per day, while Tahuehueto more than doubled output, averaging 905 tonnes per day in the quarter, compared to the same period in the prior year. Gold production reached 6,622 ounces, up 55% from Q2 2024, supported by stable recoveries at Tahuehueto and steady plant operations despite lower mined grades. Campo Morado set a new benchmark with 98.7% grinding availability, its highest of the year, and delivered 11,106 gold-equivalent ounces—supported by stronger zinc and copper grades. Tahuehueto contributed 6,755 gold-equivalent ounces, a 44% increase year over year, and silver production rose 108% to 71,441 ounces, highlighting rising output from higher-grade zones. Zinc, copper, and lead production rose 74%, 66%, and 49%, respectively, on a consolidated basis, benefiting from improved head grades, higher throughput, and processing efficiency across both sites. Consolidated revenues more than doubled year-over-year to US$36.78 million driven by higher production volumes and improved realized prices across most metals, and delivered record revenue of US$75.4 million for the first half of the year.. Cash provided by operating activities totaled $12.61 million in Q2 2025, a substantial increase from $739,000 in Q2 2024, primarily driven by a 102% increase in revenues supported by higher gold-equivalent production (+28%) and improved realized prices. Strong throughput growth at both operations, particularly a 104% increase in tonnes milled at Tahuehueto and 98.7% grinding availability at Campo Morado, contributed to enhanced cash generation. Adjusted net earnings totaled $3.26 million in Q2 2025, a step in the right direction from a near break-even result in Q2 2024. The turnaround reflects improved operational profitability, stronger metal sales, and disciplined cost management, offsetting non-cash and non-recurring items that impacted the reported net loss. Positive adjusted EBITDA of US$5.8 million in Q2 2025 (Q2 2024 – positive adjusted EBITDA of $4,166), with US$18.2 million generated in the first half of the year; supported by increased sales across gold, zinc, and copper, as well as improved operating margins. For the year ahead, the Company anticipates producing between 85,000 and 100,000 gold equivalent ounces with payable ounces ranging between 65,000 and 80,000. The Company expects to generate between US$30 million and US$40 million in free cash flow before working capital adjustments for the year, reflecting the strength of its core mining operations.   Dan goes on to highlight both the underground drilling and surface drilling going on at Campo Morado and Tahuehueto, with essentially 4 exploration programs, and the first meaningful drilling in over a decade. In addition to targeting new high-grade gold and silver areas, there is a concerted effort to expand mineralization and extend the mine life for both projects. The company is also engaged in ongoing metallurgical testing to improve recovery rates for their 5 metals, and 3 concentrates.     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.   Click here to follow the latest news from Luca Mining ________________________________________________________________________________________ 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/

Rant Cast
United, Inc: Full Year Financials, Strong Foundations Built on Sand

Rant Cast

Play Episode Listen Later Sep 17, 2025 32:54


#915 | Jamie and Ed dig into United's full-year 2025 results - headline number: record revenue of £666 million. That's the good news. The rest is a little murkier. They pick apart Sir Jim Ratcliffe and Omar Berrada's financial playbook, the Europa League bump that inflated the top line, and the bullish outlook for 2026. There's plenty of risk too - miss out on Europe again and the house of cards wobbles. The pod takes in transfer profits, debt and credit facilities, and whether the new regime can actually tame United's long-running addiction to commercial cash. Sponsorships are up, but so are the questions: how sustainable is this model if results on the pitch keep tanking? Finally, the lads look ahead to future reports, stadium and infrastructure investment, and what it all means for United's ability to compete in the market. Chapters 00:00 Introduction 03:27 Financial performance - revenue, profit, league impact 06:29 Debt position and the credit facility shuffle 10:53 Future outlook and 2026 guidance 14:46 Transfers, player sales, amortisation 17:59 Sponsorships and commercial deals 22:28 Infrastructure investment and future reports 27:46 Closing remarks If you are interested in supporting the show and accessing a weekly exclusive bonus episode, check out our Patreon page or subscribe on Apple Podcasts. Supporter funded episodes are ad-free. NQAT is available on all podcast apps and in video on YouTube. Hit that subscribe button, leave a rating and write a review on Apple or Spotify. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Haulin Assets
#186. August 2025 Financials

Haulin Assets

Play Episode Listen Later Sep 17, 2025 29:33


It's Truck Driver Appreciation Week and before we get into the August 2025 Financials, Craig and I talk a little bit about what that means. I personally want to thank you all for being such a driving force in the economy of this great country. Without you we would not be able to live such blessed lives. I try to make sure my kids understand how important the trucking industry is, especially its drivers. Thank you! What To Expect From Episode 186 This year is feel more like a regular freight market, something I don't think we have felt for 6 years, since 2019. That is good and bad. Good, because I think we are going to feel a good 4th quarter bump, which we haven't seen in a long time. Bad because summer is always pretty tough, and August wasn't super pretty for us. Let's take a look at the numbers: Total miles ran– 104,346 Deadhead miles– 7,540 (7.2%) Total revenue- $209,337.10 All-in rate-per-mile- $2.01 Haulin Assets had a loss of $6,767.91. We did not get enough miles. We really have to be over 110k to even have a fighting chance. Considering we were so far under, it could have been worse. Here are the P&L Items we are going to discuss in more detail. Revenue Damages Fuel Repairs and Maintenance Taxes and Licensing

Soccer Down Here
ATLUTD, MLS, Open Cup, UCL, NPSL: Soccer Down Here AM 9.17.25

Soccer Down Here

Play Episode Listen Later Sep 17, 2025 128:07 Transcription Available


A stacked Wall Pass Wednesday on SDH AMScarves N Spikes Tyler Pilgrim looks at the Atlanta United match against Columbus and previews San DiegoMLSSoccer.com's Dylan Butler looks at Open Cup and the playoff races plus previews action tonightNPSL Regional League Managing Director Jason Brown drops by to talk about the annoucement of the RL and what it means for the structure of the league on the whole for 2026 and beyondPlus, shocking news and results in UCL- and we preview today in league phase

Nightly Business Report
The SPAC is back, The Fed & Financials & no more quarterly reports? 9/15/25

Nightly Business Report

Play Episode Listen Later Sep 15, 2025 44:06


It's the busiest year for SPACs since 2021. The unusual case of rate cuts with bank stocks at record highs, and the President says quarterly reports aren't necessary.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Ameritrade Network
Ecodata This Week Can Shape Rate Cut Expectations, Watch Small Caps & Financials

TD Ameritrade Network

Play Episode Listen Later Sep 15, 2025 8:32


Current expectations on the FOMC's September interest rate cut may not be as solid as investors anticipate, says Kevin Green. He says a "fairly aggressive" retail sales print Tuesday, among other inflation reports, can shake up cut probabilities. As far as stocks to watch, Kevin points to small caps and financials as interest rate movers. He later touches on the "mixed picture" for the China trade.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Main Engine Cut Off
T+309: EchoStar's Spectrum Sale, Starlink's Financials (with Caleb Henry, Director of Research at Quilty Space)

Main Engine Cut Off

Play Episode Listen Later Sep 11, 2025 43:01


Caleb Henry, Director of Research at Quilty Space, joins me to talk about EchoStar's spectrum sales and constellation cancellation, SpaceX's spectrum purchase, and the financials of Starlink.This episode of Main Engine Cut Off is brought to you by 34 executive producers—Bob, Heiko, Creative Taxi, Josh from Impulse, Russell, Donald, Will and Lars from Agile, Matt, Steve, Lee, Joel, Tim Dodd (the Everyday Astronaut!), Frank, Natasha Tsakos (pronounced Tszakos), The Astrogators at SEE, Better Every Day Studios, Ryan, Kris, Pat, Joakim (Jo-Kim), Stealth Julian, Warren, Theo and Violet, Jan, Joonas, Fred, David, and four anonymous—and hundreds of supporters.TopicsQuilty Space (@QuiltySpace) / XStarlink Financial & Strategic Analysis 2025 1H | Quilty SpaceSign Up Form | Quilty SpaceEchoStar sells spectrum to SpaceX, cancels MDA satellite contract - SpaceNewsEchoStar's $23 billion spectrum sale clears path for direct-to-device constellation - SpaceNewsEchoStar orders initial MDA satellites for $5 billion LEO constellation - SpaceNewsThe ShowLike the show? Support the show on Patreon or Substack!Email your thoughts, comments, and questions to anthony@mainenginecutoff.comFollow @WeHaveMECOFollow @meco@spacey.space on MastodonListen to MECO HeadlinesListen to Off-NominalJoin the Off-Nominal DiscordSubscribe on Apple Podcasts, Overcast, Pocket Casts, Spotify, Google Play, Stitcher, TuneIn or elsewhereSubscribe to the Main Engine Cut Off NewsletterArtwork photo by CMSEOWork with me and my design and development agency: Pine Works

The EntreLeadership Podcast
I'm Nervous to Share My Financials With My Leadership Team

The EntreLeadership Podcast

Play Episode Listen Later Sep 8, 2025 40:07


Today, we'll hear about: •             A businessman wondering if he should share his financials with his leadership team •             A butcher looking to increase cash flow in his business •             Why hiring someone quickly is not a smart move •             A business owner unsure whether his company should hire an HR employee Next Steps: ·     

Remarkable Results Radio Podcast
Profit Problems? Why Reviewing Your Financials Wrong Could Cost You Thousands [E186] - Business By The Numbers

Remarkable Results Radio Podcast

Play Episode Listen Later Sep 4, 2025 20:42


Thanks to our partners Promotive and Wicked FileWelcome to another episode of Business by the Numbers with Hunt Demerast, CPA at Parmelis & Associates. This week, Hunt digs into a deceptively simple question every shop owner should be asking: when and how should you look at your financials?Too often, business owners flip through their QuickBooks file or shop management system without clarity on what they're really trying to uncover. Hunt breaks down the process like a scientist testing a theory: identify the problem, brainstorm possible fixes, implement solutions, and then analyze results.From chasing profitability to tackling parts gross profit, Hunt explains how daily, weekly, and monthly reviews tell different stories about your business. Along the way, he shares why financials are trailing indicators, how leading metrics like productivity or parts pricing play a bigger role than many realize, and why “set it and forget it” rarely works when it comes to profitability.You'll also hear:(03:07) Why the frequency of financial reviews should match the problem you're solving(05:55) How to use the scientific method to test business decisions(10:53) A real-world example of fixing low parts gross profit margins(17:53) The danger of only reviewing numbers once a year(19:47) Why your assumptions must be tested against reality—and how to course-correctWhether you're chasing higher margins, fighting to stay profitable, or just trying to sleep at night knowing your numbers are right, this episode offers a roadmap to thinking about financials with purpose instead of panic.Stay safe out there—and remember, your financials are only as valuable as the questions you ask of them.Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop Aftermarket Radio NetworkRemarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the...

Business By The Numbers
Profit Problems? Why Reviewing Your Financials Wrong Could Cost You Thousands [E186]

Business By The Numbers

Play Episode Listen Later Sep 4, 2025 20:42


Thanks to our partners Promotive and Wicked FileWelcome to another episode of Business by the Numbers with Hunt Demerast, CPA at Parmelis & Associates. This week, Hunt digs into a deceptively simple question every shop owner should be asking: when and how should you look at your financials?Too often, business owners flip through their QuickBooks file or shop management system without clarity on what they're really trying to uncover. Hunt breaks down the process like a scientist testing a theory: identify the problem, brainstorm possible fixes, implement solutions, and then analyze results.From chasing profitability to tackling parts gross profit, Hunt explains how daily, weekly, and monthly reviews tell different stories about your business. Along the way, he shares why financials are trailing indicators, how leading metrics like productivity or parts pricing play a bigger role than many realize, and why “set it and forget it” rarely works when it comes to profitability.You'll also hear:(03:07) Why the frequency of financial reviews should match the problem you're solving(05:55) How to use the scientific method to test business decisions(10:53) A real-world example of fixing low parts gross profit margins(17:53) The danger of only reviewing numbers once a year(19:47) Why your assumptions must be tested against reality—and how to course-correctWhether you're chasing higher margins, fighting to stay profitable, or just trying to sleep at night knowing your numbers are right, this episode offers a roadmap to thinking about financials with purpose instead of panic.Stay safe out there—and remember, your financials are only as valuable as the questions you ask of them.Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop Aftermarket Radio NetworkRemarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the...

TD Ameritrade Network
Siddell on Opportunities in Financials, Tech & Small Caps

TD Ameritrade Network

Play Episode Listen Later Sep 3, 2025 8:30


Ed Siddell emphasizes rules-based investing – but also adjusting rules as the market conditions change. He likes technology and AI, arguing we are still in the “early innings” of their rise; he “loves” small caps as well. He warns investors not to try to “time the market,” but instead stay disciplined as the market weakens to begin September. Ed is betting on the Fed cutting a “minimum of 50 basis points” by the end of the year, which he expects to spur markets and mortgage demand, boosting the financial sector.======== 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 KFC Big Show
OUTRO: Intimate Financials

The KFC Big Show

Play Episode Listen Later Sep 1, 2025 11:07 Transcription Available


On today's poddy, we teach you how to run your accounts. Follow The Big Show on InstagramSubscribe to the podcast now on iHeartRadio, YouTube, or wherever you get your podcasts!Featuring Jason Hoyte, Mike Minogue, and Keyzie, "The Big Show" drive you home weekdays from 4pm on Radio Hauraki.Providing a hilarious escape from reality for those ‘backbone’ New Zealanders with plenty of laughs and out-the-gate yarns.Download the full podcast here:iHeartRadioAppleSpotifySee omnystudio.com/listener for privacy information.

"Your Financial Future" with Nick Colarossi of NJC Investments 08/30/2025

" Your Financial Future" with Nick Colarossi

Play Episode Listen Later Aug 30, 2025 59:50


Our annual Labor Day Weekend program features some of the best places to invest in when interest rates are falling including Real Estate, Homebuilders and Financials.  We also take a look at some of the best Quantum Computing Companies that you might invest in right now according to US News and World Report.

Halftime Report
Can Nvidia Earnings Match the Hype 8/27/25

Halftime Report

Play Episode Listen Later Aug 28, 2025 44:14


Scott Wapner and the Investment Committee countdown to Nvidia's earnings report tonight and what it could mean for the broader market. Plus, Financials are hitting a new all-time high, the desk debate how to trade the banks. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures

Lori Vallow & Chad Daybell Case
RECAP: Donna Adelson Trial: Part 3 Financials, Cell Data & Texts

Lori Vallow & Chad Daybell Case

Play Episode Listen Later Aug 27, 2025 26:04 Transcription Available


The last witnesses talk about everyone's financials and we end with cell phone data, GPS, emails and texts leading up to the 1st attempt in June.ALL MERCH 10% off with code Sherlock10 at checkout  - NEW STYLES Donate: (Thank you for your support! Couldn't do what I love without all y'all) PayPal - paypal.com/paypalme/prettyliesandalibisVenmo - @prettyliesalibisBuy Me A Coffee - https://www.buymeacoffee.com/prettyliesrCash App- PrettyliesandalibisAll links: https://linktr.ee/prettyliesandalibisMerch: prettyliesandalibis.myshopify.comPatreon: https://www.patreon.com/PrettyLiesAndAlibis(Weekly lives and private message board)Become a supporter of this podcast: https://www.spreaker.com/podcast/pretty-lies-and-alibis--4447192/support.

Mining Stock Daily
Elemental Altus Royalties on Q2 Financials and Options for Growth the Remainder of the Year

Mining Stock Daily

Play Episode Listen Later Aug 27, 2025 11:20


In this episode, we delve into Elemental Altus Royalties' impressive Q2 financial performance, spotlighting their robust cash generation strategies. David Baker, CFO of the company, walks listeners through the key highlights of the quarter and also shares on insights on year-end guidance at these elevated gold prices.

Conversations For Leaders & Teams
E87. Predictable Success: How Measuring What Matters Drives Business Momentum w/ Maritza Davila

Conversations For Leaders & Teams

Play Episode Listen Later Aug 26, 2025 39:50


Send us a textGrowth strategist Maritza Davila shares powerful insights on using KPIs (Key Performance Indicators) to achieve predictable business growth through systematic measurement and accountability.• KPIs serve as "momentum metrics" that measure how well businesses are performing toward specific goals• Nothing is predictable unless it's measurable - weekly tracking allows for timely course correction• Both quantitative metrics (financial) and qualitative metrics (team satisfaction, culture) are important• Common mistake: measuring only lagging indicators (revenue) instead of leading indicators (inputs)• Having clear metrics creates accountability and clarity for team members• Weekly reporting creates a cadence to culture - everyone knows what's expected• The GROW methodology: Guide (vision/goals), Research (data collection), Optimize (improvement), Win (execution)• For predictable growth, referrals must be part of a systematic strategy, not just passive word-of-mouth• Owners must demonstrate accountability themselves to set the example for their teams• Three-strike rule provides framework for addressing underperformanceFor a free consultation with Maritza on growing your business predictably, visit www.businessclarity.coSupport the showBelemLeaders–Your organization's trusted partner for leader and team development. Visit our website to connect: belemleaders.org or book a discovery call today! belem.as.me/discoveryUntil next time, keep doing great things!

Cloud Wars Live with Bob Evans
Workday Strong Q2 Spurred by AI: 10 Factors

Cloud Wars Live with Bob Evans

Play Episode Listen Later Aug 26, 2025 5:08


In today's Cloud Wars Minute, I break down Workday's strong Q2 results, highlighting how AI solutions, mid-market growth, government expansion, partner-driven value, and global initiatives are fueling momentum. Highlights00:14 — Workday recently posted a very nice fiscal Q2, ended July 31. I pulled out growth factors from the earnings call. Just a quick recap here: for Q2, its subscription revenue was up 14% to $2.17 billion, while their current RPO was up 16.4% to almost $8 billion. So, strong demand for the recent quarter and the pipeline going forward.01:37 — First of all, suites. Workday CEO Carl Eschenbach said 30% of Q2 deals were for full suites, which, in Workday parlance, is both Financials and HCM. These consolidated data sets, he said, are more and more vital to companies. Now they can use all of that data together for some of their AI solutions, and certainly on the AI side, there was strength there.02:05 — Among existing Workday customers, 30% of all deals included one or more AI solutions. For new customers, that number jumped to 70%. In the mid-market, a lot of strength there with a new go-to-market program tailored for the needs of mid-market companies, Workday Go. In the federal government, Workday has created a new subsidiary called Workday Government.03:04 — Partners are now generating, among new annual contract value, 20%. The sharing of data for AI, Eschenbach, over the last few quarters, has been touting the value and how clean that dataset is. There's a new president in India. Workday is building a data center in India to handle local and regional data requirements there—and in Germany and the UK.04:19 — One of the high-growth areas was a recent acquisition of a company called Eversort, in the contract intelligence business. Eschenbach said that for Eversort, revenue grew 100% quarter to quarter. So that's not year over year, but sequentially—it is doubling its revenue from one quarter to the next. Overall, very nice quarter for Workday and CEO Carl Eschenbach. Visit Cloud Wars for more.

TD Ameritrade Network
'Pass the Baton:' Healthcare & Financials Beneficiaries of Next Market Cycle

TD Ameritrade Network

Play Episode Listen Later Aug 22, 2025 8:03


Ahmed Riesgo sees healthcare and financials being the two sectors to benefit the most in the coming months. He expects healthcare to benefit from evolving technology while financials will grow once the Fed kicks its rate cutting cycle back into motion. Even if tech takes a back seat, Ahmed still expects A.I. to be a "generational shift" that barely began despite "froth" forming in related stocks.======== 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

Haulin Assets
#184. July 2025 Financials

Haulin Assets

Play Episode Listen Later Aug 20, 2025 24:58


The financial challenges continue in July, but before we get into that I tell Craig about two stories from the road. One of them involves smelly onions. The other is about some spilt milk — buttermilk, to be exact. What To Expect From Episode 184 June was a pretty rough month and July was even worse. The summer months are always hard to get through. I still think the market is in the very early stage of a rebound. The biggest problems we had in July are really driven by internal factors, not external ones. Let's take a look at the numbers: Total miles ran– 107,335 Deadhead miles– 8,546 (8.0%) Total revenue- $235,064.03 All-in rate-per-mile- $2.19 Haulin Assets had a loss of $8,939.48. We just did not get enough miles, especially considering the bump in expenses we had in a few areas. Here are the P&L Items we are going to discuss in more detail. Revenue Damages Repairs and Maintenance Fuel

The Real Investment Show Podcast
8-19-25 What is Bitcoin Telling Us Now?| Before the Bell

The Real Investment Show Podcast

Play Episode Listen Later Aug 19, 2025 3:58


Markets have been very slowly climbing a wall of worry over the past few weeks. While August tends to be a weaker month for markets, such has not been the case thus far. However, negative divergences in relative strength, money flows, and momentum have belied an underlying weakness in the markets. The NASDAQ has been doing well with the drive to chase technology stocks, but that trend has weakened even more than the S&P 500, creating a divergence between the two indexes. A look at Bitcoin, which is a proxy for risk-taking, and for which there is a high correlation with the NASDAQ, also shows some weakening. Bitcoin has triggered a sell signal, and is starting to show a downtrend in relative strength. This doesn't mean markets are about to crash; this could be just a prelude as investors remove risk ahead of the Jackson Hole symposium later this week. IF Jerome Powell comes out more-dovish, we could see markets strengthen. Remember, this has been a market driven by the top ten stocks; performance has been concentrated in Tech and Financials. That kind of bifurcation in the markets is worth paying attention to. 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://www.youtube.com/watch?v=CWwtLllMsS8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles mentioned in this report: "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- 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/ #BitCoin #JacksonHole #FederalReserve #JeromePowell #MarketCorrection #MarketRisk #AIstory #MarketWeakness #AllTimeHighs #SectorRotation #NASDAQ #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Business Breakdowns
Compass: Real Estate Revolution - [Business Breakdowns, EP.226]

Business Breakdowns

Play Episode Listen Later Aug 13, 2025 62:51


 This is Matt Reustle. Today, we are breaking down the real estate broker Compass. Compass itself is a fascinating business and historically a controversial stock. It was founded in 2012 by Robert Reffkin and has scaled in that short period of time to become the largest real estate brokerage in the United States.  Geoff Collette, founder of Aeon Capital Partners, is back as a guest. After his Breakdown on Goosehead, we thought it was fitting to cover another flavor of broker. Geoff and I cover the history, some of Compass's early pivots, and the different critiques of the company. There is a ton of interesting stuff around Compass today. We could see a broker potentially emerge from being historically a commodity business to something more powerful. Please enjoy this Breakdown of Compass.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:00:52) Today's Focus: Compass Real Estate Brokerage (00:02:46) Compass's Unique Value Proposition (00:07:10) Early Days and Evolution of Compass (00:10:01) Financial Hygiene and Market Adaptation (00:12:53) Current Market Position and Future Goals (00:17:44) Industry Dynamics and Major Players (00:25:43) Compass's Pre-Marketing Strategy (00:47:36) Financials and Operating Leverage (00:55:53) Risks and Future Outlook (00:59:55) Key Lessons From Breaking Down Compass

Mining Stock Daily
Morning Briefing: Discovery Silver Reports Q2 Financials and Production Numbers

Mining Stock Daily

Play Episode Listen Later Aug 12, 2025 8:07


Discovery Silver shared their financial and operating results for the second quarter and the first six months of the year. Q2 2025 represents the first quarter Discovery has reported the results of gold production and sales following the Company's acquisition of the Porcupine Complex in and near Timmins, Ontario. Lithium Argentina and Ganfeng Lithium Group are establishing a new jon venture consolidating Ganfeng's solely owned Pozuelos-Pastos Grandes project with Lithium Argentina's Pastos Grandes project and the Sal de la Puna project. New drill results from Seabridge Gold and Fury Gold Mines. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Thoughts on the Market
A Good Time to Buy the Dip?

Thoughts on the Market

Play Episode Listen Later Jul 29, 2025 4:50


AI adoption, dollar weakness and tax savings from the Big Beautiful Bill are some of the factors boosting our CIO and Chief U.S. Equity Strategist Mike Wilson's confidence in U.S. stocks.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 will discuss what's driving my optimism on stocks. It's Tuesday, July 29th at 11:30am in New York. So, let's get after it. Over the past few weeks, I have been leaning more toward our bull case of 7200 for the S&P 500 by the middle of next year. This view is largely based on a more resilient earnings and cash flow backdrop than anticipated. The drivers are numerous and include positive operating leverage, AI adoption, dollar weakness, cash tax savings from the Big Beautiful Bill, and easy growth comparisons and pent-up demand for many sectors in the market. While many are still focused on tariffs as a headwind to growth, our analysis shows that tariff cost exposures for S&P 500 industry groups is fairly contained given the countries in scope and the exemptions that are still in place from the USMCA. Meanwhile, deals are being signed with our largest trading partners like Japan and Europe that appear favorable to the U.S. Due to the lack of pricing power, the main area of risk in the stock market from tariffs is consumer goods; and that's why we remain underweight that sector. However, the main tariff takeaway for investors is that the rate of change on policy uncertainty peaked in early April. This is the primary reason why earnings guidance bottomed in April as evidenced by the significant inflection higher in earnings revisions breadth—the key fundamental factor that we have been focused on. Of course, the near-term set up is not without risks. These include still high long-term interest rates, tariff-related inflation and potential margin pressure. As a result, a correction is possible during the seasonally weak third quarter, but pull-backs should be shallow and bought. In addition to the growth tailwinds already cited, it's worth pointing out that many companies also face very easy growth comparisons. I've had a long standing out of consensus view that the U.S. has been experiencing a rolling recession for the last three years. This fits with the fact that much of the soft economic data that has been hovering in recession territory for much of that period as well—things like purchasing manager indices, consumer confidence, and the private labor market. It also aligns with my long-standing view that government spending has helped to keep the headline economic growth statistics strong, while much of the private sector and many consumers have been crowded out by that heavy spending which has also kept the Fed too tight. Meanwhile, private sector wage growth has been in a steady decline over the last several years, and payroll growth across Tech, Financials and Business Services has been negative – until recently. Conversely, Government and Education/Health Services payroll growth has been much stronger over this time horizon. This type of wage growth and sluggish payroll growth in the private sector is typical of an early cycle backdrop. It's a key reason why operating leverage inflects in early cycle environments, and margins expand. Our earnings model is picking up on this underappreciated dynamic, and AI adoption is likely to accelerate this phenomenon. In short, this is looking more and more like an early cycle set up where leaner cost structures drive positive operating leverage after an extended period of wage growth consolidation. Bottom line, the capitulatory price action and earnings estimate cuts we saw in April of this year around Liberation Day represented the end of a rolling recession that began in 2022. Markets bottom on bad news and we are transitioning from that rolling earnings recession backdrop to a rolling recovery environment. The combination of positive earnings and cash flow drivers with the easy growth comparisons fostered by the rolling EPS recession and the high probability of the Fed re-starting the cutting cycle by the first quarter of next year should facilitate this transition. The upward inflection we're seeing in earnings revisions breadth confirms this process is well underway and suggests returns for the average stock are likely to be strong over the next 12-months. In short, buy any dips that may occur in the seasonally weak quarter of the year. 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!