Podcasts about financials

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

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

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

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

Ways to support so many amazing folks that shape our lives.You can reach Monica Esquerra at:Insta: @theesquerra3Website:signedandsealedmobilenotary.comSupport black owned businesses:Black Wall Street-www.blackwallstreetreno.orgRisingcoffeeforthepeople.orgWanda LaRussa: www.awakenflowconnect.comThe Maverick Approach podcastHigh Priestess TarotWays to support the LGBTQ communities:Reno Pagan Pride.comThe EmersonChocolate and ChampagneGift Horse Gems- www.gifthorsegems.com Ways to Support Palestine:@pal.humanity are Palestinian doctors raising funds to help those that have been injured or need medical care.Go watch Israelism! @israelismfilmTo donate to get food and medical supplies to Palestine:@khaledbeydoun on InstagramPeople/groups to follow on Instagram for more info on Gaza:@hiddenpalestine@khaledbeydounOne way you can use your voice is boycott Israel.bdnaash.com and No Thanks app help you find out who supports the genocide and who do@wizard_bisan1@sairarao@dr.rosalesmeza@naleybynature@thenames_ahmad@jewishvoiceforpeace@mo_hamzBooks:https://lithub.com/40-books-to-understand-palestine/I love you all so much!Listener support helps keep this podcast going.You can contribute in many ways.Venmo: @Carri-Arata orPayPal.Me/ancientbodyworksIf you'd like an Akashic reading, sound bath and chakra aligning: ancientbodyworks.comJoin the Infinite Dance Facebook group. Share with those on a similar journey of all things our souls business.Upcoming Events:Summer Solstice Sound TransmissionSunday, 21 June 2026 12-30-2pm PST$44In person and onlinehttps://app.acuityscheduling.com/schedule.php?owner=15462671&appointmentType=94073773Akashic Guideship Program6 month journey into your higher self to discover and learn about higher realms, dimensions, sound and frequency, starseeds, contracts, curses, spells, pagan rituals, the emerald tablets and quantum entanglement. Begins in OctoberPayment plans available through Klarna*Have you been wanting an Akashic reading? I have a new program where I give you can purchase a reading/clearing for 50% off. The huge discount will then be a podcast episode. Please contact me directly through email to set this up.

John Johnston (JJ) breaks down how OpenAI's financials have just been leaked to independent journalist Ed Zitron, ahead of the planned OpenAI IPO. The audited figures reveal mounting costs and a far worse financial position than almost everyone thought.Related episodes:Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvnLegit Legendary Investor: AI ‘Has Characteristics of A Bubble' https://open.spotify.com/episode/3SE2qLmTlx0Bph1VMFKxDhSpaceX & AI: “Bigger Than The Dot Com Bubble” | Jim Chanos  https://open.spotify.com/episode/0hywOjJLjvIs53nOXHQorlDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) breaks down how OpenAI's financials have just been leaked to independent journalist Ed Zitron, ahead of the planned OpenAI IPO. The audited figures reveal mounting costs and a far worse financial position than almost everyone thought.Related episodes:Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvnLegit Legendary Investor: AI ‘Has Characteristics of A Bubble' https://open.spotify.com/episode/3SE2qLmTlx0Bph1VMFKxDhSpaceX & AI: “Bigger Than The Dot Com Bubble” | Jim Chanos  https://open.spotify.com/episode/0hywOjJLjvIs53nOXHQorlDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Middlefield Chief Executive Officer Dean Orrico joined Steve Darling from Proactive to discuss the outlook for Canadian energy, real estate, and financial stocks, highlighting opportunities in sectors that continue to generate strong income and cash flow despite ongoing market uncertainty. Orrico noted that oil prices in the US$70 to US$80 per barrel range provide a supportive environment for many energy companies, allowing producers to generate healthy cash flow while maintaining shareholder returns. As a result, Middlefield continues to maintain significant exposure to both energy producers and energy infrastructure companies. He emphasized that global investors have increasingly recognized Canada's importance as a reliable and responsible energy supplier. “The world, generally speaking, over the last three or four years has come to appreciate that Canadian oil and gas... and we do it very responsibly and sustainably,” Orrico said. The discussion also focused on Canadian real estate, where Middlefield sees attractive opportunities in sectors with strong supply-demand fundamentals. The firm remains particularly constructive on seniors housing, industrial properties, and grocery-anchored retail centres, all of which continue to benefit from growing demand, stable occupancy levels, and favorable rental growth trends. Orrico also highlighted the strength of Canada's financial sector, pointing to solid earnings from the country's major banks, improving capital markets activity, and expanding wealth management businesses. Strong year-to-date performance among several Canadian financial institutions reflects continued investor confidence in the sector's earnings power and dividend-generating capabilities. Overall, Middlefield believes the combination of resilient energy markets, supportive real estate fundamentals, and strong financial sector performance continues to create attractive opportunities for investors seeking income and long-term growth. #proactiveinvestors #Middlefield #DeanOrrico #ETF #UCITSETF #ActiveETF #IncomeInvesting #CanadianEnergy #RealEstateInvesting #CanadianBanks #DividendInvesting #IncomeInvesting #OilAndGas #FinancialStocks #MarketOutlook #CanadianMarkets

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

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

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

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

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

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

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

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

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

Mark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their Q1 2026 financial and operational metrics at the producing Minera Don Nicolas (MDN) gold mine in Argentina.  We discuss the aggressive 70,000 meter exploration program on tap for MDN into 2026, review the permitting process at the Lagoa Salgada VMS Project in Portugal and the key development catalysts on tap at the Mont Sorcier Iron-Vanadium project in Quebec.   Q1/26 MDN Operating Highlights: Q1 Gold equivalent production of 12,842 Gold Equivalent Ounces (“GEO”) vs 11,163 GEO in Q1 2025 Heap leach production of 8,787 GEO continues to increase as water availability improves Underground development work continued at an accelerated pace, with record development meters during the period Access to new underground ore zones expected in Q2 2026, delivering higher-grade ore to the CIL plant, improving head feed grade, and increasing production CIL plant continues to process a blend of stockpile material and additional ore from underground development, resulting in total production of 4,055 GEO in Q1 through the CIL plant Acquisition of Falcon Properties has the potential to extend Heap Leach operations based on historical drill results. Combined with the existing exploration program, the acquisition is expected to position the mine to add new mineable material quickly Full year production guidance of 50,000-60,000 GEO maintained AISC of $1,348/oz Au during Q1 2026 Record Adjusted EBITDA of $28.7 million for Q1 2026, benefiting from unhedged gold position Strong Cash Position of $31.4 million at quarter end   Mark and I review their Minera Don Nicolas producing gold project in Argentina, and the combination of heap leach and underground gold equivalent ounce production for the first quarter. He also highlighted the advantages of the Falcon Properties acquisition, and how it adds years to the existing heap leach mine life, as well as substantial exploration upside.  We discuss the key objectives from the ongoing 70,000 meter drill program will be looking to extend mine life in a substantial way and find new high-grade areas, at surface and underground, for future mine sequencing.   Next we got an update on the ongoing work from the previously announced unfavourable opinion of the environmental impact assessment (EIA) for the Lago Salgada VMS Project in Portugal. This ‘unfavourable opinion' was issued after expiry of statutory deadline under Portuguese EIA legislation. The Company maintains its position that the project has been tacitly approved. Mark reiterated that the purported unfavorable opinion was issued despite the project being the first mining project in Portuguese history to receive unanimous favourable opinion for the Project by all 17 people that make up the Technical Evaluation Committee. The Company is working on a resolution and will update the market when it has more information.   Moving on to the Mont Sorcier Iron Project in Quebec, there are final workstreams feeding into the Bankable Feasibility Study slated for release here in Q2 of 2026. Recent metallurgical test work has reaffirmed the potential to produce high-grade and high-purity iron concentrate grading in excess of 67% iron with silica and alumina content below 2.3%, which gets a premium in the iron marketplace.  The NPV(8%) of the is project in the prior PEA was US$1.6Billion, so even at a very low multiple being applied to this Project, it more than underpins the current market cap that the company is currently receiving, and yet the market cap doesn't even fully reflect the gold production asset.   We wrap up discussing the underappreciated valuation that the company is receiving for the both the producing MDN mine in Argentina, the development-stage Lagoa Salgada and large Net Present Value of the Mont Sorcier Project.     If you have questions for Mark regarding Cerrado Gold, then please email those to me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Cerrado Gold at the time of this recording, and may choose to buy or sell shares at any time.   Click here to see the latest news from Cerrado Gold.     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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

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

Arturo Préstamo Elizondo, Executive Chairman and CEO of Santacruz Silver Mining Ltd. (TSX.V: SCZ) (NASDAQ: SCZM) (FSE: 1SZ), joins me for an exclusive visual review of the Q1 2026 financial and operational results across their portfolio of 4 producing silver-zinc mines and ore feed sourcing business in Bolivia and Mexico. We also review a few of the key growth initiatives that the company has slated for 2026 across multiple projects.    Q1 2026 Highlights   Revenues of $127.5 million, an 81% increase year-over-year. Gross profit of $42.9 million, a 54% increase year-over-year. Net income of $28.5 million, a 201% increase year-over-year. Adjusted EBITDA of $42.6 million, a 55% increase year-over-year. Cash and highly-liquid marketable securities of $64.9 million, a 100% increase year-over-year. Working capital of $75.9 million, a 47% increase year-over-year. Average realized price per silver ounce sold of $63.30, a 128% increase year-over-year. AISC per silver ounce sold of $31.60, a 76% increase year-over-year. Realized mining margin per silver ounce sold of $31.70, a 221% increase year-over-year. Average realized price per zinc tonne sold of $3,116, a 12% increase year-over year. AISC per zinc tonne sold of $2,729, a 32% increase year-over-year.   When discussing the financial strength of the company, Arturo also highlighted that after paying $31.5 million in taxes during this first quarter, that the company ended Q1 2026 with a healthy cash and highly liquid marketable securities position of $64.9 million, providing Santacruz with the financial flexibility to continue funding operational improvements while maintaining a strong treasury position.   At the Bolivar Mine, the recovery of the areas affected by the May 2025 localized water inflow event continues to advance; with work focused on restoring production while maintaining operating discipline. The Company continues to expect Bolivar's full recovery by Q4 2026, with the dewatering program progressing ahead of plan, and now accessing again the high-grade silver veins –  Pomabamba and Nané.   The Porco Mine remains a smaller but solid contributor, and it is strategically located in the important Potosi district.   Arturo mentions that their 1,200 tonne per day plant also assists with processing ore from the San Lucas business unit.   Next we moved over to the Caballo Blanco Group of mines, which is the lowest cost and thus highest efficiency of their operations.  Colquechaquita and Tres Amigos are the 2 producing mines, but Arturo mentioned that the Company has now brought Esperanza Mine back into production during Q1, and that it should be a profitable smaller zinc-forward mine in this Caballo Blanco complex moving forward.   Their Zimapán Mine in Mexico is their highest-volume operation and will be another area of continued growth for Santacruz Silver in 2026. The capital already invested in Zimapan into plant equipment and improving mine efficiencies will allow for more throughput, accessing higher grade areas, and improving metals recoveries.   The operations team gained access to the high-grade 960 Level of the Zimpan Mine at the end of Q4, and already demonstrated to be a more significant contributing area of production in Q1 2026 and looking forward.   San Lucas is a margin-based ore sourcing and processing business that supports plant utilization, fixed-cost absorption and operating flexibility.   San Lucas now includes ore blended from the Reserva Mine, (previously part of the Caballo Blanco complex), and may be further enhanced in the future if a dedicated processing center is acquired.   Arturo points out that since this is a “margin business” it will always be profitable, but that it will naturally see higher costs in parallel with moves higher in silver prices, and thus the higher amount needed to be paid to the small regional miners that bring in their ore to sell to San Lucas. The Company has introduced an enhanced reporting framework which provides a more complete basis for investors to assess production, costs, margins and cash generation across all business units.   The operations team is advancing their silver-dominant Soracaya mine towards development and near-term production. There is already a decline ramp into this project with initial stope access in 2 areas, and the plan once the permit is received in Q3 is to get this mine into initial ramp-up production by Q4 of 2026.    Wrapping up we discussed the potential for future accretive acquisitions in the Americas.  The board and management team are open to a currently producing mine or development-stage underground mining assets, but only if the acquisition would be accretive for shareholders and if their team can unlock value in these acquired assets.   * To view the visual presentation on YouTube click below: https://youtu.be/SCKzJarK0TQ   If you have any follow up questions for Arturo regarding Santacruz Silver, then please email those to me Shad@kereport.com.   In full disclosure, Shad is a shareholder of Santacruz Silver at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Santacruz Silver   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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

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

Modern warfare and diplomacy are fought just as much in the financial markets and supply chains as they are on physical battlegrounds. This episode dissects the complex global feedback loop where shifting U.S. economic data directly alters foreign trade policy and international equity markets. We break down how world leaders and central banks are adjusting their chess pieces to navigate the volatile economic crosscurrents defining global power today.

www.floridacpabookkeeping.comwww.strategicconsultingexperts.comwww.insurancebrokerplus.comKarla is one of my insurance clients.

James Anderson, Chairman & CEO of Guanajuato Silver (TSX.V: GSVR) (OTCQX: GSVRF), joins us for a comprehensive update on Q1 2026 financials, year-to-date operations trends, the 16,000 meters of underground development work underway, and the key initiatives for their ongoing 75,000 meter drill program at each mine.   Guanajuato Silver produces silver and gold concentrates from the El Cubo Mine Complex, Valenciana Mines Complex, the San Ignacio mine, and their recently acquired Bolanitos Gold-Silver Mine. In addition, the Company produces silver, gold, lead, and zinc concentrates from the Topia mine in northwestern Durango.  In addition to these 5 producing mines, the Company also has 3 past-producing exploration and development projects in their portfolio at the El Horcon Mine, Pinguico Mine, and Cebada Mine.   Selected Q1 2026 Highlights   Record Revenue of $43.1M represents an increase of 89% over the previous quarter, when revenue totalled $22.7M. Over 97% of revenue in Q1 was derived from silver and gold sales, highlighting Guanajuato Silver's position as a true precious metals producer. Record Earnings Before Interest, Taxes, Depreciation and Amortization* ("EBITDA") of positive $13.1M, demonstrating a dramatic reversal from Q4, 2025 EBITDA of negative $21.8M. Record Net Income of $5.7M, demonstrating the impact of improved mine operations in conjunction with rising silver and gold prices. Record Mine Operating Income of $14.3M represents a 252% increase over the previous quarter. In Q4, 2025, the Company generated $4.0M in Mine Operating Income. Gold production of 4,295 ounces represents a 104% increase over the previous quarter. In Q4, 2025 the Company produced 2,110 ounces of gold. The sizable increase in gold production over the quarter was largely due to the addition of production from the gold-rich Bolanitos Mine, which was acquired in January of 2026. Silver production of 339,104 ounces for the quarter represents a 15% increase over the previous quarter. In Q4, 2025, the Company produced 295,836 silver ounces. Silver production generated 58% of total revenue; this outsized leverage to the silver market makes Guanajuato Silver an outlier within the mining industry. Cash, cash equivalents and short-term investments totaled $30.5M at the end of the quarter; notably, the Company achieved this cash figure after paying net $30.0M in cash to close the acquisition of Minera Bolanitos S.A de C.V. on January 15, 2026.   James outlines their ongoing 16,000 meters of underground development work paired with the 75,000-meter drill program, currently utilizing 8 drill rigs to augment exploration initiatives. This is largest exploration program the company has ever deployed, with some areas getting the first meaningful resource expansion in many years.     If you have any follow up questions for James on Guanajuato Silver, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Guanajuato Silver at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Guanajuato Silver   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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

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

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

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:59) Financial Overview of SpaceX (06:12) Revenue Streams and Business Segments (09:16) Elon Musk's Compensation Package (12:03) Starlink's Growth and Profitability (18:15) Concerns and Red Flags in Financials (22:04) Market Valuation and Investor Sentiment (24:58) Related Party Transactions and Governance (27:51) Final Thoughts and Predictions (38:01) Navigating Musk's Business Moves (40:00) Insights from Constellation Software's Shareholder Meeting (44:53) Wix's Earnings and Market Reactions (49:11) Airbnb's Growth and Booking Trends (50:56) Intuit's Market Challenges and Stock Performance (54:51) Nvidia's Impressive Growth and Valuation Dilemma (57:57) New Bank's Performance and Market Position ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Check out Value Spotlight: Stockwriteup.com  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

We talk about recent rides, cheap bourbon, Vintage Motorcycle Days Prep, AMA going onto ClevelandMoto, Harley's finances, E85 motorcycles, and more... Check out our shirts & stickers! Recalls: Coming soon to motohop.co Reference Links: Wild Turkey Video ClevelandMoto - Ep 549 News: Harley Q1 2026 Earnings Sportster 883 is coming back? Sprint confirmed to be a 440 ..and the Sprint is no going to hit sub-$6k Ride out for Lindsay and Craig Foreman Royal Enfield testing E85 variant of Classic 350 Racer registration is open for VMD Other Stuff: Suzuki ends up on traffic light pole ..also go subscribe to MotoStories and More!~~~~~~~~~ Email us at podcast@motohop.co Website: https://motohop.co Merch: https://motohop.co/merch Instagram: @motohop_ & @ms.motohop ========= Our Favorite Podcasts: Cleveland Moto Motorcycles & Misfits Noco Moto Creative Riding ========= Find the best AMSOIL products for your vehicles: https://motohop.co/oil

In this episode, Josh interviews Pat Yates, M&A advisor at Quiet Light and owner of Happy Feet Slippers. Pat shares insights from his Shark Tank experience, discusses the realities of TV deals, and explains the complexities of licensing with major brands like Disney and the NFL. The conversation covers the importance of intellectual property protection, strategies for evaluating and managing licensing agreements, and actionable advice on preparing an e-commerce business for a successful exit. Listeners gain practical tips on building value, protecting their brand, and planning ahead for future business transitions.Chapters:Introduction and Guest Background (00:00:00)Josh introduces Pat Yates, his background, and the episode's focus on licensing and business exits.Shark Tank Experience (00:02:06)Pat discusses his Shark Tank appearance, the process, and what it was like pitching on the show.Reality of Shark Tank Deals (00:03:36)Pat explains how deals on Shark Tank often differ from what is shown, and his ongoing relationship with Robert.Behind the Scenes of Shark Tank (00:04:45)Pat shares details about the filming process, post-show counseling, and the impact of the experience.Licensing Audits and Financials (00:05:44)Discussion about licensing agreements, financial audits by licensors like Disney, and the importance of accurate documentation.License Renewal Challenges (00:07:01)Pat explains how license renewals work, what licensors look for, and the challenges with companies like Disney.Transitioning and Subcontracting Licenses (00:08:57)Pat describes how some licenses are transitioned to subcontracted arrangements and the benefits of this approach.Direct vs. Subcontracted Licensing (00:09:18)Explanation of the differences between holding a direct license and working through a subcontracted licensee.Branding and Labeling in Subcontracted Licensing (00:10:27)Clarification on branding, labeling, and legal requirements when selling products under a subcontracted license.Actionable Takeaways for Business Owners (00:11:42)Josh summarizes three actionable tips: IP protection, evaluating licensing, and preparing your business for exit.Final Advice on Business Growth and Exit Preparation (00:15:11)Pat offers final advice on analyzing business performance, seeking help, and preparing early for a successful exit.Episode Wrap-Up (00:16:13)Josh thanks Pat and encourages listeners to reach out for further advice on exiting their business.Links and Mentions:Consulting and Strategy"Ecomm Breakthrough Consulting": "00:00:00""Email for Strategy Audit": "00:01:08"Shark Tank and Related Experiences"Shark Tank": "00:02:04""Robert Herjavec": "00:02:15"Licensing and Partnerships"DreamWorks, NCAA, NFL, Disney": "00:02:31""Licensing and IP Protection": "00:12:04""Consider Licensing": "00:13:12"Intellectual Property"IP Protection": "00:12:04"Transcript:Josh 00:00:00  Today, I'm speaking with Pat Yates, an M&A advisor at Quiet Light and owner of Happy Feet Slippers. And today we're going to be talking a lot about licensing and preparing your business to exit. This episode is brought to you by Ecom Breakthrough Consulting, where I help seven figure companies grow to eight figures and beyond. Listen, Pat, I started my E-comm business back in 2015, and it took me seven years to grow it to an eight figure brand. There were a lot of times that I struggled with the challenge of knowing whether my business could actually succeed financially, or if my brand could actually become a real well-known brand, or even myself as a leader. Whether I had the abilities and capabilities to lead a team and actually manage a group of people? Sure. For our listeners that have had similar experiences or hit similar plateaus, go to Ecom Breakthrough Comm and that's ecom with two M's. And you can learn a little bit more about how I can help you. And to our listeners, this month I'm giving away one $10,000 comprehensive business strategy audit session at no cost.Josh 00:01:08  All you need to do is email me at Josh at Ecom breakthrough.com. And in your subject line just say strategy audit and then tell me why I should choose your business as the business to do the strategy audit for this month. And don't worry if you don't win this month because you'll be entered to win for future months to come. But I'm super excited to introduce you all to Pat Yates. Pat, as a seasoned entrepreneur with a focus on eCommerce, in 2014, he struck a deal with Robert Herjavec on the Emmy Award winning show Shark Tank. Pat grew a single slipper kiosk business into a multi-million dollar, e-commerce focused business. During that time, Pat has done licensing deals with Dreamworks, the NCAA, the NFL and Disney, and in 2015, he struck up a relationship with Mark, the founder of Quiet Light Brokerage, and continued, eventually leading him to becoming an M&A advisor. So welcome to the show, Pat.Pat 00:02:04  Thanks. I appreciate you having me.Josh 00:02:06  Pat. I watched your Shark Tank episode and loved, you know, everything you kind of went through in that episode.Josh 00:02:15  You ended up doing a deal with Robert who who first kind of went out pretty early on, at least in the episode. And then he comes back in and kind of swoops up the deal. And at the last moment, how was that experience being on Shark Tank and going through that?Pat 00:02:31  Yeah, it's something I've talked a lot about it over the past few years because, as one of the people that likes on the speaking circuit with me likes to call me the one of the OGs in Shark Tank because I'm on season five. They have so many seasons now, I'm like, I can't be old at everything. I hate that, but, I mean, it's it's a difficult process in the very beginning. You have to submit several videos and a lot of written documentation, a lot of due diligence. And, you know, I was turned down in season one or season two or something like that. And then they called me back as season five was coming because they were ramping so much, and I was one of the people that came down to the very end and had to fly out there and do my pitch in front of the producers to even see if they could keep me.Pat 00:03:09  So, I did that. And then it aired in 2014 and it was awesome. I mean, the show was going, I mean, my, my time was going poorly in there for like 80% of it. The, you know, you're in there like an hour and 15 minutes. Most people don't realize that. And it's cut to eight. So for most of the time it wasn't going very well. But the end was pretty good. Yeah.Josh 00:03:27  Yeah, that's that's amazing. How was it, you know, doing a deal with Robert and what kind of his involvement been since you did that deal with him?Pat 00:03:36  Well, the deals that you do on Shark Tank and are are definitely theory and practice things. You know, one of you come up with a deal and then it closes or it doesn't. I mean, a lot of people that I talk to and I'm involved in a pretty deep Shark Tank group. You know, most of those deals don't close as you see them. And really, truly most deals don't close, period.Pat 00:03:55  you know, our deal. We did not do the financial terms we saw on the show. We just did a relationship and we didn't do any kind of money transfer, just a small equity portion to be able to help. So the relationships been mor...

To learn more about Breakthrough Academy, click here: https://trybta.com/EP272 Grab a copy of Megan's OWN Your Contracts QuickStart Guide: https://meganshapiro.kit.com/590f12c899Check out Megan's Negotiation Style Quiz: https://meganshapiro.kit.com/81045b49f1If you've thought about using AI to make the process of drafting, reading, and negotiating contracts easier, you're not alone.But according to today's guest, relying on AI for your contracts could be a costly mistake. Because the reality is: AI is only as good as the knowledge of the user.In this week's episode of Contractor Evolution, we sit down with construction lawyer Megan Shapiro to break down what's actually happening inside the agreements you're signing, and how to negotiate them in a way that makes you more profit, keeps you out of legal trouble and empowers you to safely incorporate AI where appropriate.You'll learn:The biggest contract clauses that quietly kill your marginsHow to spot red flags (before they cost you)A simple three part framework to review and negotiate contracts with confidenceWhere it's appropriate to use AI in your negotiations (and where it can trigger a legal disaster)00:00-Intro05:49-Trade Contractor Contract Rights 07:22-Risks and Common Pitfalls 10:16-Introducing The OWN Framework 17:13-Weighing Specific Contract Provisions 29:29-Change Orders And Delays 39:27-Healthy Professional Negotiation Strategies 47:53-AI In Contract Management

Technology stocks continue to dominate the market as XLK and momentum-driven trades surge higher, but the rally is becoming increasingly narrow. Financials, Healthcare, Industrials, Energy, and Materials are lagging badly while Technology pulls the broader indexes higher. In today's pre-market update, we examine the growing divergence between Technology and the rest of the market, why overbought momentum conditions matter, and how concentrated rallies can create hidden risks for investors. We also discuss sector rotation, portfolio diversification, and why maintaining exposure to lagging sectors may help hedge against the next correction. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/rZ1lej68NvE --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TechnologyStocks #XLK #StockMarket #Investing #MarketRisk

Ask your questions hereWelcome to the show. It's one of our favorite times of the year. Nintendo financials! We talk about Nintendo's price increase and their change in strategy. We talk about Nicks thoughts on Mixtape after finishing and go over the "controversy." Enjoy!Youtube Channel: Gaming with the Broscast - YouTubeCheck out our website at https://gamingwiththebros.comCheck out our merch here: Gaming With The Bros | SE.Merch (streamelements.com)Send emails to gamingwiththebros@yahoo.comFollow us on Twitter @gamingwtbrosWatch live every Monday on twitch at 8:30 PM EST @gamingwiththebroscast https://www.twitch.tv/gamingwiththebroscastCheck out our Tik Tok @gamingwiththebroscastListen to the show on all podcasting platforms every TuesdayNick's Social Media:https://soundcloud.com/nickvp95-1https://www.youtube.com/user/nickvp95Harrison's Social Media: YouTubeInterested in starting your own podcast? Use this link to get $20 Amazon credit cardhttps://www.buzzsprout.com/?referrer_id=64920Support the show

ILP# 446 5/10/2026https://lordsofgaming.net/LORDS AFTER DARK on Insider Game App! ANDROID: https://play.google.com/store/apps/details?id=com.insidergaming.appIOS: https://apps.apple.com/us/app/insider-gaming/id67539846481) ADVANCEDGG Use Code "IRONLORD" for 10% off https://advanced.gg/pages/partner-ironlords?_pos=12) VALARI PILLOW Use Code "ILP15" valari.gg/?ref=ironlordspodcastroundtable3)  ILP MERCH: https://ironlordspodcast-shop.fourthwall.com/collections/allsofgaming.net/4) NZXT & IRON LORDS PC Use Affiliate LINK: https://nzxt.co/Lords5) HAWORTH Gaming Chairs & ILP Use Affiliate LINK: https://haworth.pxf.io/4PKj7M*********************************************************00:00 - ILP#446 Pre-Show20:00 - ILP Intros40:35 - NYC Video Games Festival (Mayor's Office)55:26 - Advanced.GG Use Code 'IRONLORD20' for 20% OFF through Sun 5/10 56:52 - Xbox Leadership Overhaul/KILLS COPILOT1:56:33 - Sony Financials/PS6 Delay/Bungie Impairment/AI2:47:01 - Gaming Forte Enters The Realm3:13:08 - Don Otaku Enters The Realm3:13:55 - Switch 2 Price Increases3:42:34 - StarFox Reveal4:10:35 - Stranger Than Heaven4:19:44 - ILP Outro*********************************************************Welcome to The Iron Lords Podcast!Be sure to visit www.LordsOfGaming.net for all your gaming news!ILP Spotify: open.spotify.com/show/6XRMnu8Tf1fgIdGlTIpzsKILP Google Play:play.google.com/music/m/Iz2esvyqe…ron_Lords_PodcastILP SoundCloud: @user-780168349ILP Itunes: itunes.apple.com/us/podcast/iron-…uiR-IgF6cE9EQicIILP on Twitter: twitter.cm/IronLordPodcastILP on Instagram: www.instagram.com/ironlordspodcast/ILP DESTINY CLAN:www.bungie.net/en/Clan/Detail/178626The Iron Lords and the Lords of Gaming have an official group on Facebook! Join the Lords at:www.facebook.com/groups/194793427842267www.facebook.com/groups/lordsofgamingnetwork/Lord COGNITO--- twitter.com/LordCognitoLord KING--- twitter.com/kingdavidotwLord ADDICT--- twitter.com/LordAddictILPLord SOVEREIGN--- twitter.com/LordSovILPLord GAMING FORTE---twitter.com/Gaming_ForteILP YouTube Channel for ILP, Addict Show & all ILP related content: www.youtube.com/channel/UCYiUhEbYWiuwRuWXzKZMBxQXbox Frontline with King David: www.youtube.com/@xboxfrontlineFollow us on Twitter @IronLordPodcast to get plugged in so you don't miss any of our content.

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

We're back with Episode 219 of the Zenspath Entertainment Network Podcast! This week is mainly Nintendo related news as Jeremy, Stephen, & Chase talk about a surprise Star Fox Direct (with a 10 minute warning), Nintendo's Financials report, a Switch 2 price increase is finally happening, the retirement of Takashi Tezuka, & more! All of this plus the Speedrun & this weeks "The Big Question"! Our "Big Question" for this week is "With the surprise announcement of Star Fox, what dormant IP(s) would you like to see come back and do you prefer standalone, collection, or HD remaster? Check out the video version of the podcast over at www.youtube.com/zenspathcom, share it with friends, give us a thumbs up, & leave us a review if you enjoy the show to help us grow! Website - https://www.zenspath.com Podcast Website - https://www.zenspath.com/podcast  Join our Discord - https://discord.com/invite/jsB8GURSvT ( bit.ly/zenspathdiscord ) Apple Podcasts - https://apple.co/3scFDqv Spotify - https://open.spotify.com/show/2nFegSJNWR0na1BAv6AOSD Libsyn - https://zenspath.libsyn.com/2024/02 Amazon Music - https://music.amazon.com/podcasts/08ab7658-e7f2-43f9-b0de-5a12c8ff24a6/zenspath-entertainment-network  Join us on Discord at bit.ly/zenspathdiscord (https://discord.com/invite/jsB8GURSvT) Where to find us: https://www.zenspath.com/podcast for the latest episodes, shorts, & more all in one place! Jeremy - Bluesky - https://bsky.app/profile/zenspath.com  Instagram - https://www.instagram.com/zenspathcom/ Threads - https://www.threads.net/@zenspathcom Hive - @zenspath Discord - @zenspath Twitch - https://twitch.tv/zenspath YouTube - https://youtube.com/zenspathcom Stephen - Bluesky - https://bsky.app/profile/n1ntendo.bsky.social Hive - @swantendo  Discord - @n1ntendo. (don't forget the "." at the end!) Chase - X - https://twitter.com/LegioXGaming  Chris - He's around... Intro 0:00 What We've Been Doing 00:48 The Group Chat - Recent Pickups! 26:30 The Group Chat - Ready or Not 29:32 Nintendo Drops a Star Fox Direct...With Just a 10 Minute Warning 38:49 Switch 2 Finally Gets a Price Increase Plus Some Nintendo Finance News 1:23:18 Takashi Tezuka is Retiring as Executive Officer at Nintendo After 40+ Years 1:35:11 The Speedrun 1:39:56 The Big Question 1:46:49 Outro & Where to Find Us 2:03:41 Credits & Info 2:05:24

In episode 62 of Wake Up to Wealth, Brandon Brittingham shares his personal experience of legally not paying any taxes and emphasizes the significance of leveraging the tax code to your advantage. Tune in for essential tips that could help you navigate the complexities of taxes and improve your business's financial health.   SOCIAL MEDIA LINKS Brandon Brittingham Instagram: https://www.instagram.com/mailboxmoneyb/ Facebook: https://www.facebook.com/brandon.brittingham.1/ Alec Cheplak Instagram: https://www.instagram.com/cheplak/ Facebook: http://facebook.com/alec.cheplak/ WEBSITES Brandon Brittingham: https://www.brandonsbrain.org/home ========================== SUPPORT OUR SPONSORS: Accruity: https://accruity.com/

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

ILP# 445 5/3/2026https://lordsofgaming.net/LORDS AFTER DARK on Insider Game App! ANDROID: https://play.google.com/store/apps/details?id=com.insidergaming.appIOS: https://apps.apple.com/us/app/insider-gaming/id67539846481) ADVANCEDGG Use Code "IRONLORD" for 10% off https://advanced.gg/pages/partner-ironlords?_pos=12) VALARI PILLOW Use Code "ILP15" valari.gg/?ref=ironlordspodcastroundtable3)  ILP MERCH: https://ironlordspodcast-shop.fourthwall.com/collections/allsofgaming.net/4) NZXT & IRON LORDS PC Use Affiliate LINK: https://nzxt.co/Lords5) HAWORTH Gaming Chairs & ILP Use Affiliate LINK: https://haworth.pxf.io/4PKj7M*********************************************************00:00 - ILP#445 Pre-Show15:32 - ILP Intros30:26 - Lord Sov "Road To Tokyo" commitment lol46:35 - Lord 108DragonsTV Joins The Realm49:51 - Hyper X Cloud Stinger 3 Wireless Headset/Gaming Preview Event1:07:56 - Saros Impressions1:20:51 - Lord RallyCarDelta Joins The Realm1:29:30 - InvincibleVS Impressions2:03:41 - Xbox Financials/Asha Responds/Game Pass Viability3:59:33 - PS5 DRM Controversy/Refurbished Price Increase4:43:55 - Halo Trilogy Remake Rumors5:05:25 - Cyberpunk DEX Gunnars! (Addict Spotlight LOL)5:08:48 - ILP Outros*********************************************************Welcome to The Iron Lords Podcast!Be sure to visit www.LordsOfGaming.net for all your gaming news!ILP Spotify: open.spotify.com/show/6XRMnu8Tf1fgIdGlTIpzsKILP Google Play:play.google.com/music/m/Iz2esvyqe…ron_Lords_PodcastILP SoundCloud: @user-780168349ILP Itunes: itunes.apple.com/us/podcast/iron-…uiR-IgF6cE9EQicIILP on Twitter: twitter.cm/IronLordPodcastILP on Instagram: www.instagram.com/ironlordspodcast/ILP DESTINY CLAN:www.bungie.net/en/Clan/Detail/178626The Iron Lords and the Lords of Gaming have an official group on Facebook! Join the Lords at:www.facebook.com/groups/194793427842267www.facebook.com/groups/lordsofgamingnetwork/Lord COGNITO--- twitter.com/LordCognitoLord KING--- twitter.com/kingdavidotwLord ADDICT--- twitter.com/LordAddictILPLord SOVEREIGN--- twitter.com/LordSovILPLord GAMING FORTE---twitter.com/Gaming_ForteILP YouTube Channel for ILP, Addict Show & all ILP related content: www.youtube.com/channel/UCYiUhEbYWiuwRuWXzKZMBxQXbox Frontline with King David: www.youtube.com/@xboxfrontlineFollow us on Twitter @IronLordPodcast to get plugged in so you don't miss any of our content.

In This Episode of Business Lunch: The conversation breaks down why most founders lose millions when selling their business, not because of poor performance but because they misunderstand how buyers think. It highlights that valuation at exit is driven less by growth and more by the removal of risk and uncertainty. The discussion walks through how buyers interpret financials, identify hidden risks, and use deal structure to protect themselves, ultimately showing that certainty and clean structure command premium outcomes.Chapters:00:00 The $10M Exit Mistake Most Founders Make 01:24 Why Growth Hurts You at Exit 02:24 How Buyers Think About Risk 07:03 The Real Fight Happens in the Financials 09:23 How EBITDA and Reserves Impact Valuation 10:34 Why Working Capital Becomes Emotional 12:52 Finding the Right Buyer with Urgency 14:05 Controlling Buyer Psychology in the Data Room 15:56 The Hidden Trap in Deal Structure 18:01 Two $30M Deals, Completely Different Outcomes 19:21 The Final Exit PlaybookConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

In episode 61 of Wake Up to Wealth, Brandon Brittingham interviews Alec Cheplak, founder of CheplakLive Wellness, as he shares his inspiring story, from his humble beginnings as a smoothie maker and personal trainer to launching a million-dollar wellness company alongside his father.  Tune in for an inspiring conversation about wealth and the importance of staying true to your vision in the podcasting space.   SOCIAL MEDIA LINKS Brandon Brittingham Instagram: https://www.instagram.com/mailboxmoneyb/ Facebook: https://www.facebook.com/brandon.brittingham.1/   Alec Cheplak Instagram: https://www.instagram.com/cheplak/ Facebook: http://facebook.com/alec.cheplak/   WEBSITES Brandon Brittingham: https://www.brandonsbrain.org/home Alec Cheplak: https://cheplaklivecoaching.com/coaching/alec-cheplak/ ========================== SUPPORT OUR SPONSORS: Rocketly: https://rocketly.ai/ Accruity: https://accruity.com/

Jeff and Christian welcome Youtuber Eren 'Caboose' Kose to the show this week to discuss a hacker leak of Rockstar's financials, the new head of Xbox's assertion that Game Pass is too expensive, and a new video game made during wartime.The Playlist:Eren: MarathonChristian: Pragmata, ReplacedJeff: Pragmata, Mouse P.I. For HireParting Gifts!

Our CIO and Chief U.S. Equity Strategist Mike Wilson shares his perspective on why investors should position for a stock market recovery despite ongoing uncertainty.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist.Today on the podcast I'll be discussing why equity investors – sometimes – need to look away from the headlines.It's Monday, April 13th at 11:30am in New York.So, let's get after it.Today I want to talk about something I think a lot of investors are struggling with right now – and that's timing. When I talk to people, markets still feel fragile to most. There's uncertainty around geopolitics, central banks, oil… You name it. But when I look at what the market is actually doing; not what it feels like, but what it's telling us – I come away with a very different conclusion. The market is further along than most people think in this correction.In fact, over the past couple of weeks, we've seen the S&P 500 bounce meaningfully. Almost 7 percent from the lows after holding that critical 6300 to 6500 range that we've been focused on. To me, that's not random. That's the market carving out a low ahead of an all-clear signal. And stepping back, my broader view hasn't changed.I still think we're in a new bull market that began last April, coming out of that rolling recession between 2022 and 2025. This correction is part of that cycle; not the end of it. And importantly, a lot of the heavy lifting has already been done.Valuations have compressed significantly. Forward price/earnings multiples have fallen about 18 percent from top to bottom. And beneath the surface, more than half of stocks are down 20 percent or more. That's a market that has already discounted a lot of risk – whether it's the war, private credit concerns, or AI disruption.At the same time, earnings are moving in the opposite direction. Trailing earnings growth is running around 15 percent, and forward earnings growth is up over 20 percent. That combination of falling multiples and rising earnings is a classic bull market correction behavior. Not a bear market. And that's why I think many are misreading this environment.One area where I think that's especially clear is energy. If you look at the price action, energy stocks appear to have already peaked in relative terms. That's often a signal that the underlying commodity – in this case oil – may also be peaking. Or at least it's stabilizing.Which brings me to what I think is really driving volatility now: rates.We're back in a regime where stocks and yields are negatively correlated. That means higher rates are a headwind for equities again, and the recent hawkish tone from central banks that's focused on inflation is creating tighter financial conditions. In my view, that's the final hurdle. Not the war. Not oil. But monetary policy. And here's the interesting part. Tightening financial conditions are also what ultimately force central banks to pivot. So the very thing creating anxiety today may be what sets up relief tomorrow.Now, if we're in the later stages of this correction, the next question is positioning. For me, it's still about a barbell. On one side, I like cyclicals like Financials, Industrials, and Consumer Discretionary – where the earnings remain strong and valuations have reset. On the other side is quality growth. In particularly the hyperscalers; where sentiment has been washed out, but fundamentals remain intact. That combination has worked well off the lows so far, and I think it continues to make sense here.When I zoom out even further, there's a bigger theme developing as well. And that's the rebalancing of the economy, a core theme we discussed in our 2026 outlook back in November. We're starting to see hard evidence that growth is shifting, from the public to the private economy. Private payrolls are strengthening, capital investment is picking up, and companies are behaving as if the current uncertainty is temporary – not structural. This is the rolling recovery on track.At the same time, AI is acting more as a margin tailwind than a disruption, at least in the near term. And this supports operating leverage across many industries. All of that reinforces my view that the recovery is real. And still has room to run.So when I put it all together, here's where I land:The market has already discounted a lot of bad news. It's adjusted valuations, reset positioning, and absorbed market risks. What risk remains is policy, and how long rates and liquidity stay restrictive. But markets don't wait for clarity on that. They move ahead of it.So, here's my advice. Take advantage of any further worries and put capital to work before it's obvious. Because the market waits for no one.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!