Podcasts about financials

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

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

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

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The ASX 200 closed down 41 points to 9,209 (-0.45%), as the banking sector came under a little pressure, despite CBA results beating forecasts ever so slightly. WBC continued lower, down 0.9%, while MQG also slipped 0.7%. The Big Bank Basket slipped to $285.41 (0.7%).  Insurers bucked the trend, with SUN better following its results, while IAG also pushed higher. Financials were generally somewhat easier, with ASX falling 2.8% and NWL down 1.3%. The REITs were also weaker, with GMG falling 0.8% and SCG down 1.8%, while industrials generally slipped lower. CPU fell 4.5% following broker downgrades, while BXB was down 1.4%. SGH also drifted on some broker negativity. Retail stocks slipped following an update from PMV, which announced the closure of some UK stores. It fell 11.0%. Both WOW and COL fell 0.9%. Meanwhile, in the technology sector, we saw some profit-taking in WTC, XRO and TNE, with the All-Tech Index falling 1.0%.Resources were mixed as the three iron ore majors gave back some ground, although we did see gains in the lithium sector, with PLS up 4.3% and MIN doing well, rising 2.1%. Gold miners were also in favour as the bullion price pushed higher, with NST up 0.7% and NEM gaining 0.9%. Oil and gas stocks eased back despite Brent crude heading towards US$90, while uranium stocks pushed slightly higher, led by PDN, up 1.3%In corporate news, CBA results were a slight beat, with the outlook appearing to stabilise. The stock fell 0.7%. SEK announced write downs and fell 14.3%. AGL beat forecasts and rose 6.0%. ASX fell following news of class actions, while GQG reported FUM, with money continuing to leak out. PMV fell after a trading update and UK store closures. On the economic front, nothing locally. US CPI tonight.Asian markets were mixed, with Japan up 0.9%, Hong Kong down 1%, China down 0.6%, and Korea up 3.7%. US futures were mixed, the Dow was up 10 points and the Nasdaq up 74. European markets in holiday mode.Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. 

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

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

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

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

The ASX 200 clawed back early losses to close down 8 on the day at 9,264 points (0.1%). Up 3.2% for the week. It was a mixed picture across the market as investors waited for the US non-farm payrolls (NFP) report tonight and watched for further developments in the Middle East.The banks slipped back, with CBA down 1.0% and WBC down 1.6%, while MQG also eased after recently hitting record highs, falling 1.1%. The Big Bank Basket fell 1.1% to $295.90. Financials were generally softer, with the sector under pressure and ZIP also slipping 3.4% following XYZ's results. REITs were mixed, with GMG down 1.0%, but CHC up 0.76%. Industrials were largely flat, with SGH down 1.25% and QAN down 1.12%, while the retail sector barely moved. Healthcare stocks took a breather, with RMD falling 8.3% on concerns around margins and inflation pressures. Technology stocks had a better session, with WTC up 4.3% and XRO up 1.5%, possibly receiving support from the 32% climb in Atlassian after its results were released after hours.Resources were once again the place to be, although the iron ore names were mixed. RIO gained 0.8%, while FMG slipped 2.3%. Lithium stocks, which have been heavily sold off for some time, finally found some buyers, with PLS rallying 6.5% and LTR also pushing higher by 9.3%. Gold miners were slightly firmer, with NST up 2.3% and NEM up 2.7%, while oil and gas stocks continued to perform well. Coal stocks also improved, alongside uranium names. PDN rose 3.3%, while NXG also enjoyed a better session, gaining 2.2%.In corporate news, JHX added 5.8% following an increase in quarterly income, while NCK slipped 0.7% despite UK operations helping support its results. AQZ returned from a trading halt and rose 6.1% after providing clarification around the Qantas transaction. There was little locally on the economic front, although investors digested the latest Chinese export and import data.Asian markets were mixed, with the Nikkei 225 down 0.2%, Hong Kong up 0.4%, China up 1.3%, and Korea off 0.6%. US futures were mixed with the Dow down 67 points and the Nasdaq up 72. US non-farm payrolls in focus.Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. 

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

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

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

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

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

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

The Agriland team bring you the biggest stories of the week in Irish agriculture, which this week includes:Controversy over Tirlán's US butter deal;Fears over drought and shrinking milk cheques;Contractors under pressure from green diesel costs;Concerns over client accounts at some marts;Teagasc sees income boost for 2025.Don't forget to rate, review and follow The Farming Week, Agriland's weekly review of Irish agriculture, and visit Agriland.ie for more.

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

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

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

LMTYS: Sal Breaks Down the Packers Financials

LMTYS: Sal Breaks Down the Packers Financials

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

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

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

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

and maybe not sustainable...

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

Join Priya Gohil and Mark Davis as they look back at how the major industry players performed financially during 2025. They consider general financial and industry-related trends, as well as key highlights from both the Office and Production spaces.

The financial impact last summer's historic flooding in the Milwaukee area. We meet the world's first armless pilot. We look ahead to this weekend's BLK Girl Fest.

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

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

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

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

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

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

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

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

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

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

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

Eric Beiley sees market leadership shifting in the second half of 2026, with financials poised to outperform as semiconductors remain under pressure. He highlights opportunities in select Mag 7 stocks, the strength of value and small-cap stocks, and the resilience of the U.S. economy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jeff Styles and Clint are BACK In-Studio! Headlines and Opinions: Celebrate 250-Trumps Financials-Tay Tay's Marriage-World Cup-MORE!!! (A PODCAST PROVIDED AND OWNED BY DURING THE BREAK PODCASTS) Thanks to our sponsors: Guardian Investment Advisors: https://giaplantoday.com/ Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com// (Welcome to our NEW sponsor) Signal Investigations: https://www.signalpi.com/ ALL OUR PODCASTS WITH ONE CLICK: www.duringthebreakpodcast.com ===== THANK YOU TO OUR SPONSORS: (Welcome to our NEW sponsor) Signal Investigations: https://www.signalpi.com/ Nutrition World: https://nutritionw.com/ Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ The Barn Nursery: https://www.barnnursery.com/ Optimize U Chattanooga: https://optimizeunow.com/chattanooga/ Guardian Investment Advisors: https://giaplantoday.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com/ Our House Studio: https://ourhousestudiosinc.com/ Team Montieth Real Estate - Lori Montieth: https://www.findchattanoogarealestate.com/ Ballinger and Associates - Risk Management: https://ballingerandassociates.com/ AirSpace Acoustics: https://www.airspaceacoustics.com/ BWELL4EVER: Labs and IV Therapies: https://www.bwell4ever.org/ ALL THINGS JEFF STYLES: www.thejeffstyles.com PART OF THE NOOGA PODCAST NETWORK: www.noogapodcasts.com Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

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

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

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

All 32 banks in the Fed's "stress test" passed, which Stephen Biggar considers a green light for financial strength heading into the upcoming earnings season. He adds to his perspective by outlining profit expectations for companies like JPMorgan Chase (JPM), Wells Fargo (WFC), and Bank of America (BAC). Tom White turns to an example options trade for JPMorgan Chase. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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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

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