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Senate Republican Leader John Braun and Senator Chris Gildon break down Washington's newly released budget, long‑term deficits, and the impacts of the income tax. They warn of structural instability, spending growth, and economic risks they say could drive Washington toward a fiscal “doom loop.” The post The Elephant in the Dome: Budget Battles & Washington's Fiscal Future: Income Tax, Deficits, Doom Loops appeared first on Senate Republican Caucus.
Salesforce wirkt auf den ersten Blick wie ein Paradox. Das Unternehmen wächst weiter, die Margen haben sich deutlich verbessert, die Bilanz wirkt solide und auch beim Thema Künstliche Intelligenz gehört der Konzern keineswegs zu den Zuschauern. Trotzdem hängt die Aktie seit Jahren fest und der Markt bleibt spürbar skeptisch.Genau darin liegt der Kern dieser Analyse. Es geht nicht nur um Zahlen, sondern um die viel wichtigere Frage, warum ein operativ starkes Unternehmen an der Börse trotzdem unter Druck steht. Ist Salesforce heute schlicht günstiger geworden als früher, oder hat sich die Geschichte hinter der Aktie grundlegend verändert?Im Podcast geht es um die Rolle von KI für das Geschäftsmodell, um die Chancen und Risiken rund um Agent Force, um einen möglichen schrumpfenden Burggraben und um die Frage, ob der Markt hier übertreibt oder nur nüchtern vorwegnimmt, was vielen Anlegern noch nicht bewusst ist. Denn Salesforce verdient bereits Geld mit den neuen KI Angeboten. Gleichzeitig bleibt offen, wie stark diese Entwicklung das klassische Softwaregeschäft am Ende verändern wird.Dazu kommt ein Blick auf die langfristige Kursentwicklung, auf Bewertung, Bilanz, Margen und die charttechnische Lage. Denn gerade diese Kombination macht den Fall Salesforce so spannend. Fundamental wirkt vieles besser, als es der Aktienkurs vermuten lässt. Doch genau das ist an der Börse oft nicht genug.
At a massive rally in Albany, public employees attacked Tier VI, the state law that restricts pensions for workers under the age of 63. Fiscal conservatives argue that unions want taxpayers to pay them more for working less. The unions counter that it's a matter of fairness — and it's making it hard to recruit talent. They make the case on "Connections." Our guests: Randi DiAntonio, vice president of the New York State Public Employees Federation (PEF) Samuel Fresina, president of the New York State Professional Fire Fighters Association (NYSPFFA) Melinda Person, president of New York State United Teachers (NYSUT) ---Connections is supported by listeners like you. Head to our donation page to become a WXXI member today, support the show, and help us close the gap created by the rescission of federal funding.---Connections airs every weekday from noon-2 p.m. Join the conversation with questions or comments by phone at 1-844-295-TALK (8255) or 585-263-9994, email, Facebook or Twitter. Connections is also livestreamed on the WXXI News YouTube channel each day. You can watch live or access previous episodes here.---Do you have a story that needs to be shared? Pitch your story to Connections.
Fiscalía le imputará cargos y pedirá su detención domiciliaria por escándalo de falsos diplomasExtorsión en municipios cafeteros creció más del 70%.Cabal le habla a Paloma
Dr. Sharon Elefant, Founder & CEO of The Nonprofit Plug, shares her journey from healthcare administration to nonprofit leadership, emphasizing the importance of management skills for nonprofit success. She discusses the complexities of addressing homelessness and mental health issues. Dr. Elefant also highlights her favorite nonprofit causes and offers valuable resources for those looking to make a difference in their communities.Nonprofit Strategist • Educator • Community AdvocateDr. Sharon R. Elefant is a nationally recognized nonprofit strategist, educator, and community advocate dedicated to helping mission-driven leaders turn bold ideas into sustainable, fundable organizations.As the Founder and CEO of The Nonprofit Plug, Dr. Elefant has supported more than 1,000 nonprofit leaders, helped launch and scale over 500 nonprofit organizations, maintained a 100%IRS approval rate, stewarded over $5 million in nonprofit assets, and supported organizations that have collectively secured more than $15 million in funding. At the core of her work is a simple belief: good intentions deserve strong infrastructure.What The Nonprofit Plug DoesUnder Dr. Elefant's leadership, The Nonprofit Plug provides end-to-end nonprofit support, including:● Nonprofit formation & IRS compliance (501(c)(3), 501(c)(6), and beyond)● Grant strategy, grant writing, and funding pipelines● Donor cultivation, contribution tracking, and fundraising systems● Financial management, bookkeeping, and compliance readiness● Strategic planning, program design, and impact measurement● Board development, governance training, and leadership coaching● Fiscal sponsorship education and alternative impact modelsA Global Perspective on Social ImpactDr. Elefant serves as an international advisor to nonprofits across sectors including housing and homelessness prevention, youth development, mental health access, animal welfare, veteran services, workforce development, financial literacy, and community wellness. Her work spans local grassroots startups to established organizations preparing for multi-year funding and national growth. She is widely respected for her ability to build bridges between nonprofits, funders, and community partners, aligning mission with measurable outcomes and long-term financial health.Educator, Speaker, and MentorIn addition to her consulting work, Dr. Elefant is an adjunct faculty member teaching undergraduate and graduate courses in nonprofit management, health administration, financial management, and program planning. She has facilitated workshops, bootcamps, and training events for hundreds of nonprofit founders and leaders, breaking down complex topics like grants, compliance, and finances into practical, empowering guidance.She is a frequent podcast guest, keynote speaker, and panelist, known for her candid, accessible style and her ability to demystify the nonprofit world while challenging outdated narratives about funding, sustainability, and leadership.Veteran Advocacy & LeadershipPreviously serving as Director of Veteran Outreach & Community Development with Team AMVETS, Dr. Elefant led major partnership and fundraising initiatives, helping double annual donations to nearly $1 million and expand veteran support programming nationwide.Academic & Global ExperienceDr. Elefant holds a Doctorate from Central Michigan University, with academic training in health management and public policy. Her global experience includes setting up rural health clinics in Belize, participating in international public health conferences, and engaging in United Nations seminars abroad. Her doctoral research focused on innovation theory and global systems change, further shaping her strategic lens.Get In Touch With Dr. Sharon Elefant:WEBSITE / SOCIAL :http://www.thenonprofitplug.com/ @thenonprofitplug on most Social platforms.
Daniel Haering conversa con Daniel Cerqueira, director del programa de Cambio Climático y Derechos Humanos de la Fundación para el Debido Proceso, sobre un tema que atraviesa buena parte de los conflictos en Guatemala: la tierra.La conversación parte de un informe que analiza el papel del Ministerio Público y, en particular, de la Fiscalía contra el delito de usurpación, una fiscalía creada durante la gestión de Consuelo Porras. El informe plantea que la política criminal impulsada en los últimos años ha terminado favoreciendo intereses privados en territorios indígenas y utilizando el derecho penal como principal herramienta para resolver conflictos agrarios.Hablamos de desalojos, del aumento de denuncias por usurpación, del papel que juegan finqueros, empresas y proyectos extractivos, y de cómo muchas comunidades indígenas terminan enfrentando procesos penales bincluso cuando habitan esos territorios desde hace décadas o siglos.
En este episodio del podcast del Centro de Estudios Jurídicos Carbonell, el Dr. Miguel Carbonell reflexiona sobre la importancia de la defensa fiscal en el sistema jurídico mexicano y comparte el enfoque del Diplomado en Defensa Fiscal del Centro Carbonell.El derecho fiscal es una de las áreas más complejas, dinámicas y estratégicas del ejercicio profesional, donde las normas cambian constantemente y exigen no solo conocimiento técnico, sino también capacidad analítica, criterio jurídico y visión estratégica.A lo largo del episodio se aborda por qué la defensa fiscal ya no puede entenderse como un campo marginal de la práctica jurídica, sino como una disciplina central para garantizar que el poder tributario del Estado se ejerza dentro de los límites constitucionales y legales, y para asegurar que las personas contribuyentes cuenten con mecanismos eficaces de protección frente a errores, excesos o actos arbitrarios de la autoridad.Además, se reflexiona sobre el cambio que vive la abogacía contemporánea: pasar de una práctica reactiva a una práctica preventiva, capaz de identificar riesgos, diseñar estrategias y elegir adecuadamente los medios de defensa.En este episodio también se comentan algunos de los mecanismos clave en materia fiscal, como:⚖️ Recursos administrativos⚖️ Acuerdos conclusivos⚖️ Actuaciones ante PRODECON⚖️ Juicio en sede administrativa⚖️ Juicio de amparoUn episodio imprescindible para abogadas, abogados, contadores y profesionales interesados en comprender y fortalecer la defensa jurídica en materia fiscal.
Gründer, die ihr Unternehmen noch selbst führen, sind an der Börse eine eigene Kategorie. Wer nicht nur CEO ist, sondern zugleich signifikant investiert bleibt, entscheidet anders. Kapital wird meist disziplinierter eingesetzt, Strategien werden langfristiger gedacht. Ein Paradebeispiel für „Skin in the Game“.Im Mittelpunkt stehen fünf Gründer-geführte Unternehmen, die in den vergangenen fünf Jahren eine außergewöhnlich starke Kursentwicklung erzielt haben. Grundlage ist die durchschnittliche jährliche Performance. Doch entscheidend ist nicht nur der Kurs, sondern die fundamentale Entwicklung dahinter.Mit Nvidia und Meta Platforms finden sich zwei globale Technologiekonzerne in der Auswahl, deren Wachstum eng mit strukturellen Trends wie KI-Infrastruktur, Cloud und digitaler Werbung verknüpft ist. Monolithic Power Systems profitiert vom Ausbau von Rechenzentren und Elektrifizierung. Axon kombiniert Hardware, Software und Cloud zu einem integrierten Sicherheitsökosystem. Pro Medicus zeigt, wie spezialisierte Medizintechnik-Software hohe Margen und skalierbares Wachstum vereinen kann.Auffällig ist ein wiederkehrendes Muster: In mehreren Fällen entwickelte sich der Gewinn mindestens so dynamisch wie der Aktienkurs. Teilweise sogar stärker. Langfristig folgt der Kurs dem Gewinn. Der Weg dorthin bleibt dennoch volatil, geprägt von Übertreibungen, Korrekturen und strategischen Wendepunkten.Im Fokus stehen daher nicht kurzfristige Ausschläge, sondern strukturelles Wachstum, Margenqualität und Kapitalallokation. Fünf Unternehmen, fünf Geschäftsmodelle, und die Frage, welchen Unterschied ein Gründer an der Spitze für den langfristigen Börsenerfolg machen kann.
Matias Juan, Fiscal, pasó por el aire de Radio 5 y nos contó la actualidad de esta causa.
A Primeira Seção do Superior Tribunal de Justiça decidiu, sob o rito dos recursos repetitivos, Tema 1.385, que a Fazenda Pública não pode recusar fiança bancária ou seguro-garantia apresentados pelo devedor para garantir a execução de créditos tributários apenas com base na ordem legal de preferência da penhora prevista na Lei de Execução Fiscal.A controvérsia foi analisada a partir de recursos especiais apresentados pelo município de Joinville, em Santa Catarina, que defendia a possibilidade de rejeitar essas garantias por não observarem a prioridade do dinheiro estabelecida no artigo 11 da Lei 6.830/1980.A relatora, ministra Maria Thereza de Assis Moura, afirmou que a fiança bancária e o seguro-garantia são mecanismos contratados pelo executado em favor do credor, assegurando o pagamento da dívida por instituições financeiras ou seguradoras reguladas. Segundo a ministra, essas modalidades permitem ao devedor discutir o débito em juízo sem a necessidade de realizar depósito imediato do valor integral ou de ter bens diretamente penhorados, sem comprometer a segurança do credor.A relatora também destacou que o STJ já havia firmado entendimento semelhante em execuções de créditos não tributários, reconhecendo que essas garantias não podem ser recusadas, salvo em casos de insuficiência, defeito formal ou inidoneidade. Com a decisão, foi fixada tese jurídica vinculante para juízes e tribunais de todo o país. Nos casos concretos analisados, a Primeira Seção negou provimento aos recursos do município de Joinville.
In this episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent kick things off with a surprising ripple effect from the AI boom: a full-blown RAM/memory shortage that’s sending PC upgrade costs through the roof. They break down why high-bandwidth memory (HBM) is crowding out “normal” consumer RAM production, how Micron, Samsung, and SK Hynix are prioritizing the most profitable AI-driven demand, and what that could mean for pricing, upgrade cycles, and the broader tech supply chain. From there, they shift into a pragmatic, investor-focused look at positioning during geopolitical uncertainty—without cheerleading conflict. Dan outlines key areas investors often look at in these environments: defense contractors (and why buying after the headlines can be “buying the umbrella in the rain”), Canadian energy as a cleaner way to express higher oil prices with less Middle East exposure, the growing (and expensive) opportunity set in cybersecurity, and gold as both a safe haven and an inflation hedge. They also touch on different ways to gain exposure—individual names vs. ETFs—and wrap up with updates on the podcast’s YouTube live plans and what’s coming next. Tickers of Stocks discussed: LMT, NOC, GD, RTX, MU, AEM, FNV, WPM, ZJG.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
Invité : Pierre Chasseray, délégué général de l'association 40 millions d'automobilistes Chroniqueurs : Gauthier Le BretSabrina MedjebeurGeorges FenechCaroline Ithurbide Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Invité : Pierre Chasseray, délégué général de l'association 40 millions d'automobilistes Chroniqueurs : Gauthier Le BretSabrina MedjebeurGeorges FenechCaroline Ithurbide Vous voulez réagir ? Appelez-le 01.80.20.39.21 (numéro non surtaxé) ou rendez-vous sur les réseaux sociaux d'Europe 1 pour livrer votre opinion et débattre sur grandes thématiques développées dans l'émission du jour.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Esta es la información que encontrarás este lunes 9 de marzo en Reforma.com:Atacan ordeña (pero) crecen pérdidas 14%Rompe precio del petróleo techo de los 100 dólaresTambalea megacaso de huachicol fiscal
Daniel Mahncke and Shawn O'Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and chess. The vision is to create the world's largest learning platform. Some people believe Duolingo will succeed and become a company worth hundreds of billions of dollars, dominating one of the largest and most profitable markets – education. However, the stock has fallen 80% from its highs, as the market views Duolingo as a potential target for AI disruption. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:05:51 - About the mission of the CEO and Founder, Luis von Ahn 00:08:29 - Why Duolingo was founded 00:10:34 - Why Duolingo works better than other apps 00:17:16 - About Duolingo's user numbers and growth 00:37:55 - Why the stock dropped 80% 00:40:55 - Whether AI is a threat or an opportunity 00:53:47 - What the bull and bear cases look like 01:18:11 - Whether Shawn and Daniel add Duolingo to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Duolingo Investor Relations. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
What's Steve D spent £100 on? Find out on this week's PlayingFTSE Show!The FTSE 100 took a hit as investors rotated away from materials and back towards quality. But which Steve managed to cash in this week?Vistry shares took an absolute hammering when the company released its full-year results. The CEO is leaving, but Steve W saw two other reasons the market might not be happy.A shift to prioritising the balance sheet over share buybacks is one reason and cutting prices to clear the inventory is another. But were those part of the investment thesis?Steve D has a new UK growth stock to take a look at. It's Avingtrans, which looks to buy, improve, and then sell small industrial businesses in some very promising markets.Defence, data centres, and nuclear power are all areas that the firm has exposure to. And with a strategy for avoiding the challenges that come with size, is it one to buy?Conflict in Iran has sent FTSE 100 share prices all over the place. But Informa has been one of the biggest casualties, despite not being a big oil consumer. On top of that, there's talk of an AI threat to contend with in the company's publishing division. Steve W owns this one – what's he doing? Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyse what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.You'll also find our new 10-week investing and research course available right now. It's completely free, with no sign-up required, no payment, and none of the usual BS. Don't miss out. Join us today and get stuck in.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS7:27 VISTRY23:46 AVINGTRANS49:24 INFORMA► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
El discurso oficial vincula la seguridad de las mujeres al régimen de excepción, pero la violencia de género no se explica solo por la presencia de pandillas: está arraigada en relaciones de poder, en la dependencia económica, en la impunidad y en la falta de políticas públicas para proteger a las víctimas. El régimen de excepción no fue diseñado para enfrentar esas realidades. Y las cifras lo muestran: según ORMUSA, entre 2024 y 2025 la Fiscalía registró 50 denuncias diarias por violencia contra mujeres.Frente a esta realidad, la Asamblea Legislativa tiene tres años sin aprobar nuevas leyes relacionadas con los derechos de las mujeres o la prevención de la violencia de género. Mientras que Ciudad Mujer, uno de los programas más visibles del Estado en esta área, ha enfrentado recortes en su presupuesto y cambios en su funcionamiento. Ninguno de estos hechos, por sí solo, anuncia el fin de estas políticas. Pero cuando se observan estos cambios aparece una pregunta inevitable: ¿qué ha pasado con la política pública dirigida a las mujeres en El Salvador?Además, revisamos otras noticias de la semana: el informe de Cristosal sobre persecución política en El Salvador y la historia del empresario de transporte Catalino Miranda, quien pagó $35,000 a un narcotraficante que servía de intermediario con Centros Penales y así salir unos días de la cárcel. El Resumen es un podcast original de El Faro Audio. Este episodio fue editado por Victoria Delgado. El arte de portada es de Daniel Reyes. La producción de sonido y música es de Omnionn. Apoya nuestro periodismo independiente ingresando a apoya.elfaro.net. Suscríbete a nuestro boletín semanal para recibir todas nuestras publicaciones. Únete a nuestro canal de WhatsApp para actualizaciones diarias de periodistas del equipo. Síguenos en Facebook, TikTok, Instagram y X.Este episodio fue grabado el viernes 6 de marzo de 2026.
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(01:17) Anthropic's Revenue Surge(07:13) Insider Buying(13:18) Berkshire Hathaway's Stock(23:05) Real Brokerage Earnings Review(30:15) Small Cap of the Week(39:58) Wix's Financial Engineering and Growth(44:57) The Future of E-commerce Stocks(51:52) Michael Burry and Adobe(57:00) Appreciating Capital Losses*****************************************************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. *********************************************************************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.
Aujourd'hui, Antoine Diers, consultant, Barbara Lefebvre, enseignante, et Jérôme Marty, médecin généraliste, débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.
En este capítulo, el economista y exministro de Hacienda, Manuel Ferreira Brusquetti, analiza los principales temas económicos de la semana.
Hoy hablaremos de una película.. La película en la que aparecerá el presidente Gustavo Petro y en los que se invertirán 4 millones de dólares, (15 mil millones de pesos) de los cuales un poco mas mitad serán recursos del Estado, es decir, del bolsillo de los colombianos (8.104.424 millones de pesos). Una foto sobre una película sobre la vida del almirante José Prudencio Padilla abrió un nuevo debate en el país sobre el abuso en el manejo de los recursos públicos en medio de una crisis fiscal del país. Es la imagen en la que aparece el presidente, Gustavo Petro acompañado del actor de Hollywood, Cuba Goodding Jr durante la filmación de esta cinta. En la foto, el mandatario aparece vestido de la época y luego se supo que hará parte de la película en una escena durante cinco segundos y llovieron duros cuestionamientos sobre el uso de recursos públicos. Los invitamos a seguir el canal de SinCandado en WhatsApp. Activen la campanita. Visite nuestras cuentas en X (Twitter), Instagram, Youtube y Youtube Music y el podcast de SinCandadoRadio en Spotify y demás plataformas
In our very first YouTube Live (also released on the podcast feed), we pivot from a planned “all-banks” episode after major U.S. and Israeli strikes on Iran pushed markets into risk-off mode. We break down the key market transmission mechanism—energy—through the Strait of Hormuz, rising shipping risk, and why yields can rise during conflict when inflation expectations jump. From there, we shift into what Canadian investors actually own: the banks. We recap earnings and credit trends across Royal Bank (RBC), TD, National Bank (NA), and CIBC, including loan/deposit momentum, net interest margin commentary, and what provisions/allowances are signaling. We also discuss the “do nothing” historical playbook for geopolitical shocks—plus why oil-driven conflicts can be the exception—and wrap with how we’re thinking about positioning (cash, Canadian energy exposure, and watching for opportunities if volatility expands). Tickers mentioned: RY.TO, TD.TO, NA.TO, CM.TO, LMT, RTX, NOC. Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
This week on Facing the Future, we'll look at the potential cost of U.S. military operations in Iran, the President's State of the Union Address and our upcoming road trip to New Hampshire and Maine.
◉ Búscanos en todas las redes sociales como abejorromedia
¿Hubo pacto tras la captura del Mencho? Hoy en Me lo dijo Adela ponemos bajo la lupa las graves omisiones de la Fiscalía General de la República y el hermetismo que rodeó el funeral del capo, en medio de filtraciones que elevan la tensión política. El abogado José Mario de la Garza analiza cómo la administración de Claudia Sheinbaum y Ernestina Godoy ha manejado este caso clave, mientras Jonathan Padilla revela los detalles de un sepelio marcado por la opacidad y la inesperada aparición de la hija del líder del CJNG. En la mesa financiera, Salvador Mejía advierte sobre los riesgos de la Reforma Electoral y cómo blindar las campañas del dinero ilícito. Además, recibimos a la leyenda Don Cheto en su nueva sección de los miércoles, y cerramos con lo mejor del espectáculo y los deportes junto a Verónica Garay, Juan Carlos Díaz Murrieta, Gus Prado y Alex Carrillo. ¡Dale like, compártelo y acompáñanos en este análisis sin filtros! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this episode of Chit Chat Stocks, we bring back recurring guest Leandro from Best Anchor Stocks for an update on Nintendo (Ticker: NTDOY). We discuss:(00:00) Introduction(01:56) Nintendo's Transition to Switch 2(03:39) Reasons Behind Stock Price Decline(06:33) Memory Chip Costs(10:19) Nintendo's Software Strategy and Future Plans(20:58) Non-Gaming Aspects and IP Monetization(28:30) The Legacy of Shigeru Miyamoto(30:51) Valuation(34:44) Capital Returns: Buybacks and Dividends(40:38) Tariff Risks and Market Dynamics(45:25) Nintendo vs. Roblox: The Future of Gaming(50:57) Earnings Durability and Business Resilience(53:46) Misunderstandings About Nintendo's Business ModelBest Anchor Stocks: https://www.bestanchorstocks.com/Complimentary article on Deere: https://www.bestanchorstocks.com/p/deere-cultivating-technology*****************************************************Sign up for our stock research service, Emerging Moats: 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. *********************************************************************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.
NotiMundo A La Carta - Paúl Ocaña, Concurso para Fiscal- 75 postulantes y un proceso cuestionado, ¿qué se espera? by FM Mundo 98.1
NotiMundo Estelar - Mariana Yépez, Concurso para Fiscal, ¿cuál es el perfil idóneo? by FM Mundo 98.1
En entrevista para MVS Noticias con Luis Cárdenas, Waldo Fernández, senador de Morena, habló sobre que acusa Waldo Fernández a Fiscalía de Nuevo León de montaje en su contra.See omnystudio.com/listener for privacy information.
¿Hubo pacto tras la captura del Mencho? Hoy en Me lo dijo Adela ponemos bajo la lupa las graves omisiones de la Fiscalía General de la República y el hermetismo que rodeó el funeral del capo, en medio de filtraciones que elevan la tensión política. El abogado José Mario de la Garza analiza cómo la administración de Claudia Sheinbaum y Ernestina Godoy ha manejado este caso clave, mientras Jonathan Padilla revela los detalles de un sepelio marcado por la opacidad y la inesperada aparición de la hija del líder del CJNG. En la mesa financiera, Salvador Mejía advierte sobre los riesgos de la Reforma Electoral y cómo blindar las campañas del dinero ilícito. Además, recibimos a la leyenda Don Cheto en su nueva sección de los miércoles, y cerramos con lo mejor del espectáculo y los deportes junto a Verónica Garay, Juan Carlos Díaz Murrieta, Gus Prado y Alex Carrillo. ¡Dale like, compártelo y acompáñanos en este análisis sin filtros! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
En este programa les tenemos preparados temas muy interesantes ¡No se lo pierdan! Mr. Doctor denuncia red de estafas en Puebla: Yoltik Mikael Rueda Guzmán suma más de 30 víctimas. CJNG: El nuevo modelo de 'franquicias' criminales que implementó 'El Mencho' Waldo Fernández acusa a la Fiscalía de Nuevo León de montaje y uso faccioso tras denuncia falsa. ¿Crecimiento sin trabajo? El panorama de la economía de México para 2026 según expertos. Esto y más aquí con LUIS CÁRDENAS.See omnystudio.com/listener for privacy information.
El Tribunal Oral en lo Penal dictó veredicto condenatorio contra los hermanos Antihuén Santi y un cuarto imputado por el homicidio de tres carabineros en Cañete, en abril de 2024. En conversación con El Diario de Cooperativa, el fiscal regional de La Araucanía, Roberto Garrido, afirmó que el ataque fue "ejecutado de manera rápida, pero con coordinación y planificación previa, con un estudio del lugar". Conduce Verónica Franco y Rodrigo Vergara.
En más notas, confirma Fiscalía: Cuerpo localizado en las inmediaciones de la UAEM es de Kimberly Ramos, en información internacional, Bill Clinton explica sus fotos en los archivos Epstein, y en el Esto, ¡Ya levantó el trofeo! A 100 días del Mundial, Claudia Sheinbaum mostró la Copa del Mundo Hosted on Acast. See acast.com/privacy for more information.
Fiscalía CDMX inicia jornadas 8M: ¿Dónde y cómo recibir asesoría y apoyo?, Caso Ana Amelí García: A 7 meses, familia denuncia colapso en la Fiscalía y 'apuesta al olvido'See omnystudio.com/listener for privacy information.
The I Love CVille Show headlines: CVille City Manager Wants Real Estate Tax Rate Spike CVille City Proposed Budget is $279M For Fiscal Yr 2027 100+ People Lose Jobs At Zamma Corp In Orange, VA Video: Louisa Supervisors v Taxpayer Royal Rumble Friedman-Shuttered Sushi Joint Offering Knife Sharpening Critics Maintain Objections To SROs In CVille Schools Katie & Ben Mullins + Chris Coiner On Show 3/4 Need CVille Office & Commercial Space, Contact Jerry Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show on Facebook, Instagram, Twitter, LinkedIn, iTunes, Apple Podcast, YouTube, Spotify, Fountain, Amazon Music, Audible, Rumble and iLoveCVille.com.
Sobre las negociaciones por la testera de la Cámara Alta y el diseño del equipo que custodiará las arcas fiscales, Iván Valenzuela conversó con las editoras Paula Valenzuela y Marily Lüders en un nuevo Rat Pack de Mesa Central.
La Credencia de Salud permitirá identificar a la derechohabiencia y permitirá agendar citas Ernestina Godoy nombró a 11 nuevos titulares en diferentes entidades del paísIsrael reabrirá este martes el paso fronterizo de Kerem Shalom hacia GazaMás informacion en nuestro podcast
Alaska's economy through the decades was on an oil price dependent roller coaster of up and down revenue, making it difficult to plan for long term projects and fiscal stability. Changes in recent years to how the state finances services and public infrastructure has provided some clarity, but what does that clearer picture mean and what do state leaders need to do to help stabilize revenue and spending for the future? Researchers with the Institute of Social and Economic Research at UAA have put together a comprehensive look at numerous fiscal options for Alaska and how the different approaches would affect businesses and residents here.
In this news-style episode, Simon and Dan break down Citrini Research’s The 2028 Global Intelligence Crisis—a “note from the future” dated June 30, 2028 that frames the most bullish AI adoption path as a surprisingly bearish outcome for the real economy. They walk through the core feedback loop: companies deploy AI to boost productivity and margins, layoffs rise (especially in white-collar roles), consumer spending weakens, and the cycle reinforces itself—creating what the piece calls “ghost GDP,” where productivity climbs but wages and demand don’t keep up. From there, the duo digs into the sectors Citrini argues get hit first and hardest: SaaS (seat contraction + customers using AI as renewal leverage), the intermediation layer (agents shopping travel, subscriptions, insurance, delivery, and more), and even payment rails as AI agents chase lower-cost settlement via stablecoins. They also connect the dots to private credit and insurance flywheels—where mark-to-model portfolios can look stable until forced selling and capital needs expose stress—and what rising unemployment could mean for housing in once “prime” white-collar markets. Tickers discussed: V, MA, AXP, DFS, PYPL, AMZN, WMT, EXPE, UBER, DASH, SHOP, GOOGL, PLTR, TRI, OWL, APO, BN, KKR, CRM, ADBE, AIG Citrini research report Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
12 de abril de 2016. Nueva York, consulado español. Tres personas mantienen una conversación relevante que nos ayuda a entender cómo funcionó la guerra sucia policial, las cloacas, durante el último gobierno del PP. Allí se encuentran el jefe de la UDEF, la Unidad de Delincuencia Económica y Fiscal de la Policía. Se llama José Manuel García Catalán. Está el inspector jefe Ángel Fuentes Gago. Y están con un ex ministro de Venezuela en tiempos de Hugo Chávez, Rafael Isea. El objetivo de esta reunión es que el ex ministro les dé el visto bueno a un papel que tiene la Policía. Que reconozca como suya una firma en un papel, aparentemente oficial, que acredita una transferencia millonaria a líderes de Podemos por parte del Gobierno de Venezuela. Y no, no puede asegurar que esa sea su firma, que ese documento sea válido. La verdad no interesaba mucho. Lo que interesaba era el impacto mediático. El 13 de mayo de 2016, unas semanas después de esta reunión, ABC publicó en portada: “El ministro de Finanzas de Chávez confirma a la Policía los pagos para crear a Podemos”. Hacemos un recorrido a este caso, que explica muy bien cómo se procedía desde la llamada policía patriótica del primer gobierno de Rajoy contra sus rivales políticos, con el periodista de elDiario.es que lleva más de diez años contando este caso, Pedro Águeda. *** Envíanos una nota de voz por Whatsapp contándonos alguna historia que conozcas o algún sonido que tengas cerca y que te llame la atención. Lo importante es que sea algo que tenga que ver contigo. Guárdanos en la agenda como “Un tema Al día”. El número es el 699 518 743See omnystudio.com/listener for privacy information.
Shawn O'Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it's always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and is now growing internationally, Shawn finds Lyft most interesting as a potential acquisition target for a company like DoorDash, Amazon, or Alphabet. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:02:18 - Why Lyft could be such an interesting acquisition target 00:11:58 - How the company has actually managed to regain market share versus Uber 00:13:36 - What Lyft did to achieve operating profitability for the first time this year 00:24:24 - How Zimbabwe became the inspiration for Lyft 00:31:30 - How Lyft's co-founders used viral marketing to gain traction 00:32:05 - Why scrappiness is in Lyft's DNA 00:33:14 - Why Lyft made sure to IPO before Uber 01:16:05 - How to think about modeling LYFT's intrinsic value 01:19:00 - Whether Shawn and Daniel add LYFT to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Acquired podcast's coverage of the Lyft IPO. Lyft's CEO on the shift to robotaxis. Value Investor's Club pitch for Lyft. Lyft's S1 filing. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
NotiMundo Estelar - Mónica Jaramillo, Cuestionado concurso para la nueva autoridad de la Fiscalía General del Estado by FM Mundo 98.1
¿Muerte confirmada o estrategia para ganar tiempo? En esta emisión de Saga Noticias ponemos bajo la lupa el reclamo formal del cuerpo de Nemesio Oseguera Cervantes, “El Mencho”, ante la Fiscalía General de la República, mientras crecen las dudas sobre lo que realmente ocurrió tras el operativo que habría terminado con la vida del líder del Cártel Jalisco Nueva Generación. Analizamos los jaloneos diplomáticos entre Donald Trump y el gobierno de México, la postura de Claudia Sheinbaum sobre la coordinación con Estados Unidos y la tensa calma que se vive en Jalisco entre narcobloqueos, desinformación y miedo ciudadano. Con especialistas en seguridad desmenuzamos las teorías sobre la sucesión dentro del cártel, los posibles vínculos políticos que podrían salir a la luz y las revelaciones más sorprendentes sobre el estilo de vida del capo —incluida su presunta posesión de boletos para el próximo Mundial en Guadalajara—, en un episodio clave para entender el nuevo tablero geopolítico, la crisis de rumores en redes y el verdadero impacto de este golpe al crimen organizado en la seguridad nacional. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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(03:10) Reflections on Past Episodes and Stock Pitches(06:25) Analyzing Guest Contributions and Insights(09:25) Best and Worst Investment Calls(12:03) AI Doomsday Report and Market Reactions(15:14) Disruption in Delivery Services and Market Dynamics(19:00) The Role of Loyalty in Business Models(22:18) Block's Layoffs and AI's Impact on Employment(25:02) Mercado Libre's Earnings Report and Future Prospects(42:39) Coupang: Navigating Challenges and Opportunities(50:00) Badger Meter: A Deep Dive into Water Management(56:37) Cartel Activity in Mexico: Impacts on Travel and Business(01:02:45) AI Subscriptions *****************************************************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. *********************************************************************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.
Colombia is currently navigating a perfect storm of fiscal instability, bizarre administrative failures, and explosive international scandals. In this week's recap, we analyze the US Supreme Court's massive shift on tariff policy and how it's shaking up Colombian exports. Back home, the economic outlook has darkened as President Petro declares a "fiscal emergency," leaving Colombia with some of the highest interest rates among major global economies.The tension isn't just financial, it's physical. We break down the terrifying near-miss at El Dorado Airport involving a Colombian Air Force helicopter and a commercial jet. We also dive into two massive accountability stories: a scathing anti-corruption exposé revealing millions spent on hospitals that don't exist, and the national indignation surrounding the tragic passing of seven-year-old Kevin Arley Acosta Pico amidst a failing healthcare takeover.If that wasn't enough, we look at the sheer absurdity of ambulance boats delivered to a desert with no water, and the looming legal standoff between Petro and the Council of State over a 23% minimum wage hike. Finally, we cover the dark cloud of the Epstein scandal finally reaching Colombian shores, involving high-level officials and disturbing new allegations.Watch the video version here: https://youtu.be/PPYZQJLzMNMReferences Interest Rates: https://www.elcolombiano.com/negocios/colombia-paga-tasas-de-interes-mas-caras-tes-ND33744768Helicopter incident: https://www.elcolombiano.com/colombia/vuelo-latam-despegue-se-cruza-helicoptero-aeropuerto-el-dorado-JB33767178Green Party callout: https://www.elcolombiano.com/colombia/denuncian-19-hospitales-inconclusos-gobierno-petro-CA33665755Kevin's passing post: https://x.com/infopresidencia/status/2023584438399926605Epstein files: https://www.eltiempo.com/datos/una-abuela-empleada-una-nina-de-13-anos-y-las-colombianas-mencionadas-en-los-archivos-epstein-y-las-fotos-ineditas-de-ghislaine-maxwell-en-el-pais-3534128Colon photo: MerleEllaPatsy, CC BY-SA 4.0 https://creativecommons.org/licenses/by-sa/4.0, via Wikimedia CommonsLATAM plane photo: Rafael Luiz Canossa, CC BY-SA 2.0 https://creativecommons.org/licenses/by-sa/2.0, via Wikimedia CommonsMaicao: Lemedu70, CC BY-SA 4.0 https://creativecommons.org/licenses/by-sa/4.0, via Wikimedia CommonsRead more at Finance Colombia: https://www.financecolombia.com/Subscribe to Finance Colombia for free: https://www.fcsubscribe.com/More about Loren Moss: https://lorenmoss.com/writeContact us: https://unidodigital.media/contact-unido-digital-llc/Read more at Finance Colombia: https://www.financecolombia.com/ Subscribe to Finance Colombia for free: https://www.fcsubscribe.com/ Read more at Cognitive Business News: https://cognitivebusiness.news/ The place for bilingual talent! https://empleobilingue.com/ More about Loren Moss: https://lorenmoss.com/write Contact us: https://unidodigital.media/contact-unido-digital-llc/
Simon and Dan kick off with a quick update on the Canadian Investor Podcast’s first YouTube Live (March 3rd at noon ET). Then it’s straight into the GoEasy saga: Q4 earnings get pushed right up near the regulatory deadline, adding to a growing list of red flags around leadership turnover and loan-book quality. Simon and Dan explain why, like poker, you can’t cherry-pick the information you like. Next, Canadian Tire shows momentum: improving comps, margin expansion, and buybacks doing the heavy lifting—plus a look at rising credit-card write-offs and how the company is using AI to sharpen promos and inventory. They also dig into Blue Owl as private credit stress goes mainstream—redemptions, asset sales, and “par value” optics in a mark-to-model world. Finally, Home Depot remains stuck in a slow renovation cycle, leaning harder into the pro/distribution channel through acquisitions as higher rates weigh on demand. Tickers discussed: GSY, CTC.A, OWL, BAM, BN, HD, BRK.B Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Simon and Dan take a break from the usual AI doom talk to focus on the other side of the trade: industries AI is unlikely to disrupt—and may actually strengthen. They discuss why parts of the “real economy” (natural resources, waste collection, skilled trades, and critical infrastructure work) have durable moats tied to physical assets, regulation, and human accountability. In Stocks on Our Radar, Dan revisits Shopify after a sharp drawdown and explains why AI could be a tailwind through payments and backend infrastructure, even if storefront tools get commoditized. Simon breaks down why he started a position in WSP Global, pointing to its backlog, acquisition strategy, and long runway from grid buildouts and electrification tied to AI-driven energy demand. Tickers discussed: SHOP, WSP.TO, ACM, PWR, BDGI.TO, ARE.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
Daniel Mahncke and Shawn O'Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:03:33 - How Mark Leonard founded Constellation 00:08:43 - What principles drive Mark Leonard 00:15:23 - What Constellation looks for in acquisition targets 00:19:20 - About the metrics that matter to Constellation 00:21:15 - How Constellation is structured and incentivized 00:46:26 - Whether AI is a threat or chance 01:04:50 - Why Constellation considers investing outside of VMS 01:08:50 - Whether Shawn and Daniel add Constellation to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! WSB episode on Constellation Software. Synopsis Podcast on Constellation Software. Business Breakdown Podcast on Constellation Software. Mark Leonard Shareholder Letters. Saber Capital: How to Think about ROIC. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Today Alan and Mark step back from the noise to examine a market environment that feels subtly but meaningfully different. From AI euphoria giving way to harder questions, to gold's steady rise and a surprising divergence between US and emerging market inflation, the conversation centers on rotation, uncertainty, and shifting assumptions about safety. They explore whether Treasuries still anchor portfolios the way they once did, how fiscal pressures could reshape monetary policy, and why regime thinking matters for systematic investors. Beneath it all is a reminder that correlations change, narratives evolve, and adaptability remains the most durable edge in uncertain markets.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Mark on LinkedIn.Episode TimeStamps:00:00 – Introduction & market check-in02:52 – February performance: CTAs, trend following & commodities04:53 – Peak bubble? AI, metals & speculative excess07:10 – Gold demand, central banks & safe-haven flows10:40 – The AI narrative shift & tech repricing13:22 – Global rotation: US vs Europe & emerging markets15:22 – EM inflation now lower than US — why it matters21:48 – Why macro still matters (regime thinking vs stock picking)31:49 – Fiscal vs monetary dominance explained41:59 – $700B in Treasury issuance — scale of the debt...
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