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In this episode, Simon and Dan go deep on two Canadian companies with very different investment stories. Simon breaks down an under-the-radar Canadian compounder with a surprisingly diverse business spanning labels, RFID technology, packaging and even polymer banknotes. Dan looks at a company that has become a major beneficiary of the data-centre boom—but whose explosive growth also brings some important risks. Pasted text They discuss each company's business model, growth outlook, margins, balance sheet, valuation, competitive position and the biggest risks investors should understand. Stocks discussed: CCL Industries (CCL.B.TO), Hammond Power Solutions (HPS.A.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.
In today's episode, Kyle Grieve and Shawn O'Malley revisit Alphabet nearly two years after Shawn's original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across Search, YouTube, Cloud, and Waymo, and unpack why the market's fears around AI disrupting Google were largely unfounded. Along the way, they dig into how Alphabet is funding its buildout, what that means for shareholders, and which questions will determine whether this evolved version of the business is actually better. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:41) Why Shawn's original Alphabet thesis needed a revisit (00:06:55) How the AI-kills-search narrative played out in reality (00:30:28) Why Google Cloud's margins surprised skeptical investors (00:43:48) How Waymo went from afterthought to major asset (00:49:44) How Alphabet's AI spending flows through its earnings (01:03:12) What Berkshire Hathaway's growing stake signals about the company (01:03:47) Why Alphabet paused buybacks and started raising equity (01:07:15) Which unresolved questions will define Alphabet's next few years (01:13:13) Whether Kyle & Shawn will add to their Alphabet in the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Portfolio Review Submit Tool. Our original podcast deep-dive on Alphabet. Check out our previous Intrinsic Value breakdowns: SpaceX, Microsoft, Meta. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our 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. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Superhuman 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Oil, diesel and jet fuel prices are surging, putting renewed pressure on consumers and inflation. Simon and Dan discuss what higher energy costs could mean for the Bank of Canada and the Fed, why bond yields continue to rise, and how higher borrowing costs could ripple through housing and the broader economy. They also dig into the increasingly heated debate around AI: massive spending, circular financing, heavily subsidized AI models, and whether concerns about AI safety are legitimate—or partly about regulation, funding and protecting the industry's biggest players. Plus, they look at Canada's latest inflation data, the Canadian dollar, the country's natural-resource advantage, and why higher rates can actually benefit some savers and retirees. Stocks discussed: MPC, NVDA, 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.
David Rosenberg returns to Excess Returns to explain his bullish case for Treasury bonds, why he expects inflation and economic growth to slow, and the risks he sees in an AI-driven stock market. The Rosenberg Research founder joins Matt Zeigler to discuss consumer spending, Federal Reserve policy, gold, international stocks, and how he translates his economic outlook into a diversified portfolio.Recorded September 16, 2026, before the Federal Reserve's policy announcement.David Rosenberg on Twitterhttps://twitter.com/EconguyRosieRosenberg Researchhttps://www.rosenbergresearch.com/Topics covered:Why Rosenberg believes markets have priced in too much Fed tightening and Treasury bonds offer an opportunityWhy he views higher oil prices as a tax on consumers rather than evidence of sustained, broad-based inflationHow slowing wage growth, falling savings, and the stock market wealth effect shape consumer spendingHow Treasury issuance changes and potential post-election fiscal gridlock could support bondsWhy AI exposure extends beyond technology stocks into utilities, industrials, and other sectorsWhere he sees opportunities in healthcare, consumer staples, pipelines, European stocks, and AsiaHis model portfolio's allocation to equities, bonds, cash, and commoditiesHow gold, central bank buying, and a bearish dollar outlook fit his investment thesisWhy he is positioning for slower growth without making recession his base caseWhat working with portfolio managers taught him about cutting losses and separating conviction from stubbornnessTimestamps:00:00 Rosenberg's portfolio approach and the Treasury opportunity05:58 Why an oil shock can weaken consumer spending10:52 Jobs, wages, and the stock market wealth effect17:35 Fiscal stimulus, Treasury issuance, and the bond outlook22:53 AI concentration risk beyond technology stocks27:10 Why he owns European and Asian equities31:16 Inside his 50% stocks, 30% bonds model portfolio36:43 Betting against the inflation consensus42:41 Gold, central bank reserves, and a weaker dollar48:56 Recession watch and bear market risks for 202753:10 AI correlations and the risks of being fully invested58:27 Cutting losses and knowing when conviction becomes stubbornnessLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.
* Crece percepción de corrupción en las fuerzas armadas* Fiscalía involucra a empresa de Pemex en huachicol fiscal* Reportan muerte por una amiba en Yucatán
La criminalidad aumentó un 2,9% en la Comunidad de Madrid durante el primer semestre, hasta cerca de 204.000 delitos, con un incremento superior al 30% en el tráfico de drogas y del 4,5% en ciberdelincuencia. En contraste, bajan los asesinatos consumados, robos y hurtos. Municipios como Tres Cantos y Rivas Vaciamadrid destacan descensos de la criminalidad convencional. En el ámbito político, una jueza pregunta a la Fiscalía si debe investigar la compra del ático de Chamberí por parte de la Comunidad de Madrid, mientras Isabel Díaz Ayuso vuelve a defenderse de las acusaciones y denuncia un supuesto acoso personal.Escuchar audio
- Xavier Jordán fue trasladado a un centro migratorio en Luisiana tras su detención en Miami: esto se conoce- Mercedes Caicedo evita comparecer y correísmo anuncia acción constitucional por eliminación de jueces anticorrupción- Inés Alarcón pide a la Fiscalía procesar a Rafael Correa por "sala espejo" de Segura EP en Guayaquil- Concurso para Fiscal: archivan impugnación contra Daniella Camacho por parte de un joven tatuador- Marcelo Gallardo y su desafío con La Tri: “Queremos que sea un equipo que nos represente a todos”
In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest earnings and developments from several Canadian and U.S. companies. They look at whether Adobe is finally starting to turn a corner, why Dollarama continues to deliver strong results despite its premium valuation, and Oracle’s massive AI infrastructure bet as spending surges and free cash flow comes under pressure. They also discuss Descartes Systems and a major deal in the Canadian energy sector. Stocks discussed: ADBE, DOL.TO, ORCL, DSG.TO, TVE.TO, HWX.TO Subscribe to 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.
Sept. 17, 2026- Reinvent Albany Senior Policy Advisor Rachael Fauss makes the case for returning some autonomy to an obscure state financial watchdog that hasn't had much bite in recent years.
¿Hasta qué punto es viable sostener el superávit fiscal a costa de desfinanciar la educación superior, o se trata de una medida indispensable para evitar que la economía colapse? La encrucijada atraviesa el corazón político de la Argentina actual, donde la promesa oficial de un déficit cero innegociable choca de frente con las demandas históricas de las aulas. En El Debate de France 24 analizamos la situación.
Ouça o que movimentou o mercado nesta quinta-feira.
- EE.UU. redirige USD 52 millones en ayuda militar hacia Ecuador, Colombia, Perú y Panamá- Elecciones seccionales: CNE identifica 368 recintos en riesgo de inundaciones y deslaves- Distribuidores de gasolina anuncian plantón: exigen al Gobierno aumentar margen de ganancia de combustibles- Alex Saab, testaferro de Nicolás Maduro, se declara culpable de lavado de dinero en EE. UU. tras acuerdo con la Fiscalía- China y Rusia alertan sobre militarización de EE.UU. en el espacio: confirman armamento desplegado en órbita
El ministro de Política Territorial, Ángel Víctor Torres, preside la reunión sobre la crisis migratoria en Ceuta. Torres defiende la gestión actual y destaca los informes del CNI sobre avisos de entradas masivas, mientras la Audiencia Nacional investiga el caso. Por otro lado, la Fiscalía de la Audiencia Nacional recurre el tercer grado al exdirigente de ETA Henri Parot. El ministerio público considera que la semilibertad es prematura e insuficiente dada la extrema gravedad de sus delitos. En Galicia, un vertido de purín procedente de una explotación ganadera amenaza el suministro de agua de Santiago de Compostela desde el río Tambre. Ante este riesgo, el Ayuntamiento decreta medidas preventivas para reducir el consumo de agua. Además, la continua llegada de pateras a Baleares incrementa las cifras de inmigración en el archipiélago, donde ya son más de cinco mil quinientas las personas que llegan a la zona durante el año. Por último, el experto Borja Adsuara analiza la entrada en ...
President Trump rejected calls from tech leaders to slow AI development, as lawmakers face pressure to pass guardrails. NBC News’s Scott Wong explains why Congress is divided over how to act. The Kennedy Center could close its main building today amid severe financial strain. Jonathan Edwards of the Washington Post breaks down why its board argues restoring Trump’s name is key to its survival. The EPA repealed major Biden-era limits on power-plant emissions. Matthew Daly of the Associated Press reports on the deregulation push and expected legal challenges. Plus, the Supreme Court declined to allow the Post Office to enforce Trump’s mail-in ballot restrictions, Mitch McConnell returned to the Senate floor, and Apple TV won big at the Emmys. Today’s episode was hosted by Gideon Resnick.
Marco Emilio Hincapié, representante del Pacto Histórico, y Carlos Meisel, senador del Centro Democrático, debatieron en 6AM W tras la aprobación del monto de $635 billones para el Presupuesto General para el 2027.
Saab, quien llegó a ser ministro del gobierno de Maduro, cambió su declaración anterior de "no culpable" a "culpable" en un tribunal de Miami, tras un acuerdo con la Fiscalía.
Caesar didn't break Rome. 50 years before Caesar ever mattered, Sulla did — and he did it while trying to save the Republic.Rome spent 400 years building constraints to stop a king. Two consuls, not one. One-year terms. Ten tribunes with veto power. No army inside the sacred boundary of the city. No office without a term limit. It worked because everyone agreed to lose — you lost an election, you waited your turn.Sulla broke every one of those constraints in five years. Legions camped inside the pomerium where no army had legally stood for four centuries. The first proscription list nailed to the forum wall — turning murder into law and confiscation into budget policy. The dictator's chair, empty for 120 years, dragged back out with no expiration date.Then he walked away. He resigned the dictatorship, served an ordinary consulship the next year, and retired to his villa in Puteoli as a private citizen. He thought the precedents wouldn't matter because he hadn't kept power.He was wrong.This is Episode 123 of The Fall of the Republic series on The Roman Pattern — the story of how Sulla set every precedent Caesar, Antony, and Augustus would use to destroy the Republic, while genuinely believing he was saving it. He is not a villain who destroyed the Republic because he hated it. He is worse. He is the repairman who used dynamite to fix the plumbing.Chapters:00:00 Caesar didn't break Rome01:30 What the Republic actually was02:47 Sulla's origin — patrician without money03:51 Jugurtha and the signet ring05:26 The Marian reforms and shifting loyalties06:12 The Social War07:55 Consul at 5008:44 The Sulpician crisis09:36 The march on Rome11:22 East to fight Mithridates11:48 Marius and Cinna purge Rome13:09 Return with five legions13:59 The Colline Gate15:07 Dictator with no time limit16:00 The proscription lists17:15 Fiscal policy through murder18:08 The constitutional reforms19:42 The young officers watching — Pompey, Crassus, Caesar20:09 Sulla walks away20:56 The settlement dismantled21:26 The Second Triumvirate copies the machinery22:47 Precedents don't dieSources referenced:— Plutarch, Life of Sulla— Appian, The Civil Wars, Book 1— Sallust, Bellum Jugurthinum— Cicero (contemporary references)— Cassius Dio, Books 30-35— Arthur Keaveney, Sulla: The Last Republican— Ronald Syme, The Roman Revolution (1939)— Mary Beard, SPQR— Erich Gruen, The Last Generation of the Roman RepublicThe Fall of the Republic series continues next Monday with Spartacus — the slave revolt that set up Rome's collapse.
Lululemon was once one of the strongest brands in retail. Now comparable sales are falling, guidance has been cut repeatedly, and investors are asking whether the company can regain its footing—or whether its best days are behind it. In this episode of The Canadian Investor Podcast, Simon and Dan dig into why fashion companies can be some of the most difficult businesses to own for the long term. Consumer tastes can change quickly, switching costs are virtually nonexistent, aggressive expansion can backfire, and excessive discounting can train customers to stop paying full price. They look back at Express, Quiksilver and Aeropostale, three once-popular brands whose public shareholders were eventually wiped out, and contrast them with some remarkable comeback stories. Abercrombie & Fitch reinvented its brand, Victoria’s Secret changed course, and Crocs nearly went under before doubling down on the product that made it famous. Finally, Simon and Dan discuss what these examples could teach investors about Lululemon, whether its turnaround could take years, and why waiting for evidence of a recovery may make more sense than trying to perfectly time the bottom. Stocks discussed: LULU, ATZ.TO, GOOS, GRGD.TO, GAP, NKE, ANF, VSXY, CROX, ADS.DE. 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.
"La Primera de El Economista" concentra las notas más relevantes de la portada del periódico, con el contexto y análisis que marcan la agenda económica del día. ¡Síguenos en nuestras redes sociales para mantenerte informado!
Daniel Mahncke and Shawn O'Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries. Copart owns over 250 salvage yards outright — land that's increasingly difficult to permit today — and compounded earnings per share at over 20% a year for a decade. But the stock is down more than 40% from its highs, U.S. insurance volumes have fallen for four straight quarters, and its main competitor, IAA, has now outgrown Copart for six straight quarters. Daniel and Shawn dig into what actually broke. Is the volume decline cyclical, driven by Americans dropping insurance coverage after premiums rose ~50% in three years — or structural, as Progressive becomes America's largest auto insurer while sending three-quarters of its salvage to IAA? They also cover why founder-era CEO Jay Adair returned after four years away, why Copart just bought back $1.6 billion of its own stock after five years of nothing, and what a rumored acquisition of CCC Intelligent Solutions would mean for a company that has never carried meaningful debt. In the end, Daniel updates his valuation model and decides whether Copart earns its way back into The Intrinsic Value Portfolio. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:46) What changed since our last episode on Copart (00:12:42) How Copart's moat works (00:17:55) Whether Copart's moat still exists (00:20:30) Whether competition actually gained market share (00:39:57) What new CEO Jay Adair wants to change (00:58:23) How much Copart stock is actually worth (01:05:32) Whether CPRT will be added to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Our original deep-dive on Copart. Value Investor Club Long Thesis. Value Investor Club Short Thesis. Check out 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? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our 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. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Superhuman 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 Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Artificial Intelligence has the potential to bring major economic changes, including raising productivity, widening inequality, and causing widespread job displacement. There are associated consequences for federal debt which is now historically high relative to national income. Could policy responses such as support for displaced workers, raising taxes on AI profits, or even government ownership of companies help reduce the projected rise in government debt and ameliorate the disruptions from this new technology? Louise Sheiner joins EconoFact Chats to discuss these questions, drawing on a recent paper she wrote with Karen Dynan and Douglas Elmendorf. Louise is the Robert S. Kerr Senior Fellow in Economic Studies at the Brookings Institution and policy director for the Hutchins Center on Fiscal and Monetary Policy. She previously served at the Federal Reserve, the US Treasury, and the Council of Economic Advisers.
Bond yields are surging in Canada and the United States, and the implications are starting to ripple across the economy. In this episode of the Canadian Macro Show, Simon and Dan break down why the bond market appears to be pushing back against attempts to contain long-term yields, what rising government spending and persistent inflation could mean for interest rates, and why higher borrowing costs could become a major problem for housing, AI investment and economic growth. They also dig into the escalating Canada-US trade war and why Trump may be increasingly motivated to secure a deal with Canada ahead of the midterms. Plus, they discuss Canada's weakening labour market, the growing popularity of variable and shorter-term mortgages, the pressures facing Canadian consumers, and whether government-funded investment is masking underlying weakness in the private-sector economy. Finally, they look at how geopolitics, elevated oil prices, tariffs and fiscal policy are becoming increasingly interconnected with inflation, bond yields and investment markets—and why ignoring macroeconomic developments may be getting much harder for investors. 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.
Estados Unidos rinde homenaje a las víctimas del 11-S en su veinticinco aniversario. Informes desclasificados de la CIA revelan que la inteligencia advierte a las administraciones de Clinton y Bush sobre la intención de Al Qaeda de usar aviones en atentados, aunque sin predecir los ataques concretos. En Cataluña, la Diada termina con altercados entre independentistas radicales y la extrema derecha. El independentismo muestra una clara división por el auge de la ultraderecha autonómica, mientras el Ejecutivo catalán defiende el diálogo y la convivencia. Por su parte, el alcalde de Ceuta reprocha a la Moncloa que desoiga sus alertas sobre asaltos masivos a la frontera y denuncia el incremento de la inseguridad en la ciudad, donde la Fiscalía mantiene abiertas treinta investigaciones por agresiones sexuales. Además, los sindicatos médicos convocan una huelga indefinida nacional a partir del 28 de octubre para exigir a Sanidad un estatuto propio que elimine sus jornadas ...
El gasto destinado a los programas sociales del Gobierno mexicano superará el billón de pesos en 2027, una cifra que refleja la centralidad de la política de bienestar durante los gobiernos de Morena, pero que también añade presión a unas finanzas públicas con un margen de maniobra cada vez más reducido. Eduardo Torreblanca, analista financiero, advirtió en MVS Noticias que el crecimiento de las transferencias públicas ocurre en un escenario marcado por el bajo crecimiento económico y por compromisos presupuestarios que difícilmente pueden recortarse.See omnystudio.com/listener for privacy information.
In this episode of The Canadian Investor Podcast, Simon and Dan break down a rough quarter for Lululemon as falling comparable sales, heavier markdowns and weakening international growth raise serious questions about whether the brand can turn things around. They also look at BRP’s latest results and how tariffs are creating major uncertainty for an otherwise well-run business, before digging into the latest Canada–U.S. trade tensions surrounding Bombardier and Canadian banks. Then, they turn to Couche-Tard, where fuel profits remain strong but merchandise growth continues to struggle as consumers increasingly trade down and look for value. Finally, they check in on GameStop’s ongoing pivot toward collectibles and whether the company is quietly building a more sustainable business despite continued declines in its traditional operations. Tickers of stocks discussed:Lululemon (LULU)BRP (DOO.TO)Bombardier (BBD.B.TO)Alimentation Couche-Tard (ATD.TO)GameStop (GME) Subscribe to 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.
Ricky Martin con Menudo Alejandro Tomassi ya no es gayYahritza sigue siendo abucheadaNinel y Aylín Mujica en Top Chefkate del Castillo y su demanda contra la Fiscalía
Senior Director of Fiscal and Economic Analysis at the Illinois Policy Institute Bryce Hill joins the Lisa Dent Show to discuss how last year, the top fifty of Illinois’ state pensioners each averaged about $437,000. Together, they discuss the factors that could lead to such an unsustainable system and what measures need to be made […]
La publicación de los informes desclasificados del Centro Nacional de Inteligencia revela que los servicios secretos alertan al Gobierno, a las fuerzas de seguridad y a Marruecos un día antes de la entrada masiva de migrantes en Ceuta. Pedro Sánchez cuestiona públicamente la capacidad de anticipación de la inteligencia española, lo que incrementa la tensión con la ministra de Defensa, Margarita Robles, mientras Bruselas aprueba casi ciento quince millones de euros para la gestión migratoria. En el plano judicial, la gerente del PSOE, Ana María Fuentes, declara en la Audiencia Nacional por la causa de las cloacas y responsabiliza a Santos Cerdán de los pagos a abogados del caso Koldo. En materia económica, las crecientes tensiones en Oriente Medio impulsan el precio del petróleo por encima de los cien dólares el barril, lo que encarece los carburantes y amenaza con disparar la inflación. Por otro lado, las víctimas del terrorismo piden a la Fiscalía que recurra el tercer grado que ...
El Ministerio del Interior afronta una gran controversia por un dossier que clasifica la ideología de doscientos ochenta periodistas. Diversas organizaciones denuncian la lista ante los tribunales por vulnerar la intimidad, mientras la Agencia Española de Protección de Datos investiga de oficio su legalidad. En materia migratoria, informes del Centro Nacional de Inteligencia revelan que la seguridad advierte al Gobierno sobre el asalto masivo a Ceuta y señalan la pasividad de las autoridades marroquíes. En el ámbito judicial, la gerente del Partido Socialista declara en la Audiencia Nacional que Santos Cerdán es el responsable de ordenar los pagos a los imputados de la causa de Leire Díez. En materia penitenciaria, el Gobierno Vasco concede el tercer grado al preso de ETA Henri Parot, una medida que la Fiscalía estudia recurrir. Por último, el programa analiza los retos del periodismo con Fernando Belzunce, quien presenta un libro sobre la defensa de la verdad y la libertad de ...
"La Primera de El Economista" concentra las notas más relevantes de la portada del periódico, con el contexto y análisis que marcan la agenda económica del día. ¡Síguenos en nuestras redes sociales para mantenerte informado! Twitter: https://twitter.com/eleconomista Facebook: https://www.facebook.com/ElEconomista.mx Instagram: https://www.instagram.com/eleconomistamx LinkedIn: https://www.linkedin.com/company/el-economista/ #ElEconomista #EETV
* El SAT destapa otra red de huachicol fiscal* Nuevo poder judicial cumple un año entre rezagos* Mueren seis en autobús varado por inundaciones en el estado de México
1. Clamor a Dios y peleas familiares2. Advierten sobre pérdidas ambientales históricas en Puerto Rico3. Rep. Denis Marquez pide investigar y remover montaña de vehículos en RíoPiedras. Esto se une a problemas como fuegos en el Jardin Botánico, canalizacióndel rio y otros asuntos4. Quiebras en agosto alcanzan su nivel más alto desde 20195. Los aranceles se disparan 289% y encarecen las importaciones6. Exvicepresidenta de la AAA pide excluir evidencia en nuevo juicio7. Power Expectations presenta querella contra abogado de Enchanted Rock,Javier Vázquez Morales8. Más «calor extremo» para Puerto Rico y la región9. Recaudos por productos del tabaco crecen 51.3% en Puerto Rico durante elAño Fiscal 202610. Irán advierte queintensificará su respuesta a los ataques de EE. UU.11. EE. UU. explora medidasde desescalada entre Rusia y Ucrania para el invierno12. El Gobierno español sepersonará como perjudicado ante la Audiencia Nacional por la crisis demigración en CeutaEste es un programa independiente y sindicalizado. Esto significa que este programa se produce de manera independiente, pero se transmite de manera sindicalizada, o sea, por las emisoras y cadenas de radio que son más fuertes en sus respectivas regiones. También se transmite por sus plataformas digitales, aplicaciones para dispositivos móviles y redes sociales. Estas emisoras de radio son:1. Cadena WIAC - WYAC 930 AM Cabo Rojo- Mayagüez2. Cadena WIAC – WISA 1390 AM Isabela3. Cadena WIAC – WIAC 740 AM Área norte y zona metropolitana4. X61 – 610 AM en Patillas5. X61 – 94.3 FM Patillas y todo el sureste6. WPAB 550 AM - Ponce7. ECO 93.1 FM – En todo Puerto Rico8. WLRP 1460 AM Radio Raíces La voz del Pepino en San Sebastián9. WOQI 1020 AM – Radio Casa Pueblo desde Adjuntas 10. Mundo Latino PR.com, la emisora web de música tropical y comentario Una vez sale del aire, el programa queda grabado y está disponible en las plataformas de podcasts tales como Spotify, Soundcloud, Apple Podcasts, Google Podcasts y otras plataformas https://anchor.fm/sandrarodriguezcotto También nos pueden seguir en:REDES SOCIALES: Facebook, X (Twitter), Instagram, Threads, LinkedIn, Tumblr, TikTok BLOG: En Blanco y Negro con Sandra http://enblancoynegromedia.blogspot.com SUSCRIPCIÓN: Substack, plataforma de suscripción de prensa independientehttps://substack.com/@sandrarodriguezcotto OTROS MEDIOS DIGITALES: ¡Ey! Boricua, Revista Seguros. Revista Crónicas y otrosEstas son algunas de las noticias que tenemos hoy En Blanco y Negro con Sandra.
The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center projects. Simon and Dan look at why opposition to new data centers is accelerating, particularly around electricity demand, utility costs, water usage and the strain these projects can put on existing infrastructure. They also discuss what delays could mean for the AI buildout, which parts of the ecosystem could benefit from constrained computing capacity, and why Alberta is emerging as an important battleground for new projects. Then, Simon follows up on last week’s Royalty Pharma deep dive by looking at the different ways investors can gain exposure to pharmaceuticals and biotech. From diversified ETFs to established drugmakers, higher-risk biotech companies and the royalty model, they break down the trade-offs between diversification, upside potential and clinical-development risk. They also discuss why seemingly “safe” pharmaceutical giants can still carry significant concentration risk, how AI could reshape drug development, and why healthcare may be one of the more overlooked ways to invest in the AI theme. Stocks/ETFs discussed: RPRX, MRNA, MRK, JNJ, ABBV, LLY, VRTX, REGN, AMGN, GILD, ISRG, SHOP, HUT, SEI, TT, IXJ, ZHU.TO, XPH, IHE, IBB, XBI. 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.
NVIDIA closes its $12.93 billion acquisition of Hugging Face, Anthropic signs its third $30 billion-plus compute deal in three weeks, and Signal65 launches its new PINNACLE agentic AI benchmark just in time to catch Claude Fable 5.1 topping the charts, all while Dell, HPE, Broadcom, and Snowflake post a blowout week of AI-driven earnings. Patrick Moorhead and Daniel Newman have all the details on Ep. 318 of The Six Five Pod. The handpicked topics for this week are: NVIDIA's $12.93 Billion Acquisition of Hugging Face: NVIDIA closed its purchase of Hugging Face this week after days of rumors, structured as a full acquisition rather than a licensing deal like NVIDIA's earlier Grok arrangement. Moorhead frames the deal as NVIDIA's bid to own the entire developer pipeline, with GitHub as the first stop and Hugging Face as the second, and the platform's Spaces service giving NVIDIA a way to run workloads once developers arrive. (The Decode) Anthropic's $35 Billion Compute Deal With Lambda: Anthropic signed its third $30 billion-plus compute commitment in three weeks, this time with NVIDIA-backed Lambda managing infrastructure inside a data center owned by crypto infrastructure company Hut 8. The deal covers 350 megawatts over six years, and Newman ties it directly to Anthropic's revenue run rate climbing from about $10 billion to $65 billion since the start of 2025. (The Decode) A 72-Hour Wave of Frontier Model Launches: Claude Fable 5.1, OpenAI's GPT-6 Astra, Google's Gemini 3.8 Flash, Meta's Muse Spark, and six new models from the UAE's MBZUAI all shipped within days of each other. Moorhead and Newman frame the pace as evidence that model rankings now shift day to day, a much faster cycle than the weeks-long stretches leaderboards used to hold. (The Decode) John Ternus Takes Over as Apple CEO: Moorhead calls it a continuity pick that promotes the engineer who built Apple's hardware moat. Newman notes Tim Cook's buyback record, $867 billion in total repurchases, exceeded the combined total of the rest of the Magnificent Seven during his tenure. (The Decode) Signal65 Launches the PINNACLE Agentic AI Benchmark: Signal65 President Ryan Shrout joined Pat and Dan to detail PINNACLE, a new benchmark built to measure real, enterprise-relevant agentic work across model intelligence, infrastructure performance, and full-stack cost per correct task. Shrout says the benchmark already caught Fable 5.1 jumping ahead of Opus 5 and GPT-5.6 Sol on intelligence within days of the model's release. That same result also came in as the most expensive model per correct answer. (Off The Record) Dell Technologies (DELL): Dell delivered $47 billion in revenue, up 58%, with $16.4 billion in AI servers and a $95 billion AI backlog. Newman calls out strong storage and CPU server performance, along with the backlog. He flags financing risk tied to Dell's Neo Cloud customers as the one weak spot in an otherwise dominant quarter. (Bulls and Bears) Hewlett Packard Enterprise (HPE): HPE beat on revenue and non-GAAP EPS with a double beat on guidance, and Moorhead points to networking orders compounding faster than revenue can be recognized as the standout signal. The stock sold off anyway on questions about margin mix and supply. CEO Antonio Neri's focus on selective, less price-sensitive deals is already showing up in a repaired balance sheet. (Bulls and Bears) Broadcom (AVGO): Broadcom tripled its AI business to $16.7 billion, up 221%, and raised its fiscal 2028 AI revenue outlook to $230 billion. Newman says the market wanted the number closer to $300 billion and sold off on the guide. Broadcom still posted record $29.6 billion total revenue and continued strength across networking and storage controllers. (Bulls and Bears) Snowflake (SNOW): Snowflake beat on revenue, non-GAAP EPS, and forward guidance, with AI products across Cortex and its new coding agent driving roughly half the beat. Sell-side price targets moved sharply higher across more than a dozen firms, and Newman ties the 111 percent stock gain since the software sell-off to the same pattern he's tracked through the DeepSeek moment and the "software is dead" narrative: markets consistently overreact to those stories before reversing. (Bulls and Bears) Thanks for tuning in to the pod. Hit that subscribe button, and check out the new Signal65 PINNACLE benchmark at pinnacle.signal65.com. The Decode NVIDIA's $12.93 Billion Acquisition of Hugging Face https://techcrunch.com/2026/09/03/nvidia-confirms-it-will-buy-hugging-face-for-12-9-billion/ Anthropic's $35 Billion Compute Deal With Lambda https://www.reuters.com/technology/anthropic-signs-35-billion-cloud-deal-with-nvidia-backed-lambda-source-says-2026-08-31/ A 72-Hour Wave of Frontier Model Launches https://www.anthropic.com/claude-fable-and-mythos-5-1 https://openai.com/index/path-to-astra/ John Ternus Takes Over as Apple CEO https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/ Off The Record Signal65 Launches the Pinnacle Agentic AI Benchmark https://pinnacle.signal65.com/ Bulls and Bears Dell Technologies (DELL) https://www.barrons.com/articles/dell-stock-soars-q2-earnings-guidance-beat-d07d0ee7 Hewlett Packard Enterprise (HPE) https://www.hpe.com/us/en/newsroom/pressrelease/2026/09/hpe-reports-fiscal-2026-third-quarter-results.html Broadcom (AVGO) https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-third-quarter-fiscal-year-2026-financial Snowflake (SNOW) https://investors.snowflake.com/news/news-details/2026/Snowflake-Reports-Financial-Results-for-the-Second-Quarter-of-Fiscal-2027/default.aspx
Bond yields are climbing, energy prices are surging, and central banks are being forced to navigate an increasingly complicated inflation picture. Simon and Dan break down what the bond market may be signaling and why higher long-term yields matter even if the Bank of Canada keeps its policy rate unchanged. They discuss the potential impact on Canadian housing, rental construction and mortgage financing, along with why inflation-adjusted home prices can continue falling even when nominal prices stabilize. They also look at the sharp increase in diesel prices and refinery margins, what higher transportation costs could eventually mean for consumers, and whether households have enough room left to absorb another round of price increases. The conversation then turns to monetary policy following the latest Bank of Canada decision and Kevin Warsh’s Jackson Hole remarks, before digging into one of the biggest risks surrounding the AI boom: financing. With hundreds of billions being poured into AI infrastructure, rising borrowing costs and increasingly interconnected financing arrangements could become a major vulnerability. Simon and Dan discuss what happens if AI companies ultimately generate less revenue than expected, whether hyperscalers could be left with excess capacity, and why enormous technological breakthroughs can still coincide with massive capital destruction for investors. Stocks/ETFs discussed: NVDA, MSFT, GOOGL, ORCL, TSLA, WMT, TGT, HD, LOW, DLTR, L.TO, DOL.TO. 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.
Chris Markowski delves into the current financial landscape, discussing the realities of debt, the bond market, and the impact of private equity on businesses. He emphasizes the importance of understanding market dynamics and warns against affinity fraud, urging listeners to be cautious and informed in their investment decisions.
Asesinan a síndico de Tepuche; su hermano también murió Fiscalía de Tabasco abre vacantes para Servicios PericialesEE.UU. destruye tres petroleros iraníes tras ataqueMás información en nuestro podcast#grc
Criptomonedas, posible móvil del multihomicidio en Atizapán: Fiscalía Se espera una temperatura máxima de 26 grados y lluvias en el Valle de México Putin ordena pausa de ataques en Kiev Más información en nuestro podcast#grc
La tensión migratoria en Ceuta se mantiene en el centro del debate mientras las patrullas militares intensifican la vigilancia en las calles. Los portavoces militares piden mayores garantías de seguridad e imponen cautela en el uso de armas tras los altercados, mientras los vecinos intentan seguir con su rutina. En materia económica, el Gobierno se reúne en el Consejo de Política Fiscal y Financiera para presentar un nuevo modelo de financiación autonómica. La propuesta cuenta con el apoyo de Cataluña y Canarias, pero recibe el rechazo de las comunidades del Partido Popular, Asturias y Castilla-La Mancha por considerar que favorece a Cataluña. En deportes, el presidente del Rayo Vallecano arremete contra la Comunidad de Madrid, a la que culpa de los problemas del estadio de Vallecas, y rechaza tajantemente vender el club. En el espacio cultural se analiza la historia de la salud bucodental, desde los empastes mayas hasta las dentaduras antiguas. Por último, el programa repasa los ...
La jornada se centra en la tensión en Ceuta tras la intrusión fronteriza masiva. La ciudad autónoma se persona como acusación particular en la Audiencia Nacional tras registrarse altercados y agresiones a militares en las calles. El exdirector del CNI, Jorge Dezcallar, señala la implicación directa de Marruecos en el asalto al considerar imposible que el país vecino no dirija la operación. Dezcallar critica la política de apaciguamiento del Gobierno español y advierte de que Marruecos actúa siempre que percibe debilidad. En el despliegue del Ejército, la Asociación Unificada de Militares Españoles reclama un marco jurídico claro y reglas de enfrentamiento para las tropas. Pese a la inquietud, las crónicas desde el terreno destacan la paciencia de la población ceutí. En el ámbito político, el Consejo de Política Fiscal y Financiera aborda la nueva financiación autonómica. La propuesta suma el apoyo de Cataluña y Canarias, pero sufre el rechazo del Partido Popular y la ausencia de ...
El presidente del Gobierno, Pedro Sánchez, comparece en el Congreso de los Diputados para defender su gestión de la crisis migratoria en Ceuta. La oposición exige su dimisión tras acusarlo de someterse a Marruecos e ignorar las alertas policiales. La sesión evidencia la soledad política de Sánchez y las discrepancias internas dentro del Ejecutivo. En materia autonómica, la reunión del Consejo de Política Fiscal y Financiera suscita un fuerte rechazo en las regiones gobernadas por el Partido Popular. La Comunidad de Madrid planta al Ministerio de Hacienda en protesta por el modelo de financiación acordado con Cataluña. En el ámbito internacional, el conflicto entre Estados Unidos e Irán se intensifica con bombardeos a bases estadounidenses en Oriente Medio. Esta inestabilidad impulsa la subida ininterrumpida de los carburantes y sitúa el barril de petróleo por encima de los noventa y cinco dólares. En la actualidad deportiva, destaca el partido de liga entre el Betis y el Real ...
Fiscal sponsorship can give independent filmmakers access to tax-deductible donations, in-kind contributions, grants, and other resources without changing how they ultimately monetize their films. No Film School's GG Hawkins speaks with filmmaker Lindsey St. Laurent and New Hollywood's Ian Mark about how fiscal sponsorship works, how filmmakers can make their projects more attractive to donors, and why sustainable working conditions should be built into an indie film's financial plan from the beginning. They also discuss practical ways to prevent burnout, make microbudget sets more efficient, leverage tax incentives, and build the relationships that can help filmmakers get their projects made. In this episode, No Film School's GG Hawkins and guests Lindsey St. Laurent and Ian Mark discuss... What fiscal sponsorship is and how it allows filmmakers to raise tax-deductible donations while still operating as a for-profit project when the film goes to market Why fiscal sponsorship can make donating to an independent film more appealing than a traditional equity investment How in-kind donations such as equipment, food, and other production resources can reduce a film's cash expenses Why fiscal sponsorship can add legitimacy when filmmakers approach corporations and local businesses for support New Hollywood's requirements for fiscally sponsored projects, including 12-hour maximum average workdays, 11-hour turnarounds, and protected meal breaks Why sustainable set culture and crew wellbeing can be part of a film's financing and production strategy Lindsey's preference for keeping production days under 10 hours and how extensive pre-production helps make that possible How table reads, storyboards, and careful crew selection can help prevent burnout and keep an indie production on schedule Why directors need a clear creative vision while remaining flexible when working with limited time and resources How filmmakers can make department heads' jobs easier by including them in scheduling and production-planning conversations The emotional demands placed on actors during fast-paced productions and why filmmakers should consider those demands when building a shooting schedule The importance of knowing your workplace rights, advocating for fair pay, and reading contracts on union and non-union productions How the current economic environment has made grants and corporate support more competitive for independent filmmakers Why filmmakers raising larger budgets should understand production tax credits and rebates before approaching investors How to approach potential donors as collaborators rather than simply asking them for money Why filmmakers should create momentum around a project and communicate that the production is moving forward with or without a particular donor Lindsey's advice to emerging filmmakers about building a community, supporting other filmmakers, and continuing to make work without waiting for ideal circumstances Ian's advice to learn as many filmmaking jobs as possible, create projects that fit the available budget, and maintain creative outlets while pursuing financing Why securing the first supporter, sponsor, or production partner can make subsequent partnerships easier to obtain Memorable Quotes: “The key thing for filmmakers to know is it doesn't affect the way you monetize your film at the end of the day.” “If I can put more energy into pre-production so that I'm supported to just, like, have summer camp fun on set the whole time, and I have the right people around me to support me, I'm gonna do it.” “Nobody is going to advocate for you on those sets except yourself, so it is good to know your rights.” “The first yes is the hardest one to get. Once you get that yes, the other yeses just start coming.” Guests: Lindsey St. Laurent Ian Mark Resources: New Hollywood — Nonprofit organization providing fiscal sponsorship to filmmakers who commit to improved working conditions. New Hollywood Fiscal Sponsorship — Information about the program, tax-deductible contributions, and production requirements. SASAENG / K-Pop Movie — Lindsey St. Laurent's film project and an example of fiscal sponsorship in practice. A More Perfect Union — Ian Mark's feature film. Entertainment Partners — Production resources and information about film and television incentives. Entertainment Partners has also published guidance on combining fiscal sponsorship with production incentives. Find No Film School everywhere: On the Web: No Film School Facebook: No Film School on Facebook Twitter: No Film School on Twitter YouTube: No Film School on YouTube Instagram: No Film School on Instagram
Nvidia (NVDA) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. But as the AI buildout gets larger, Nvidia is also becoming increasingly involved in financing, demand guarantees and other arrangements across the AI ecosystem. Simon and Dan break down why that matters, where the risks are building, and what could happen if some of AI’s biggest customers eventually pull back. They also wrap up Canadian bank earnings season with a closer look at CIBC (CM.TO), including rising mortgage delinquencies, commercial credit trends and the growing importance of wealth management and capital markets across the Canadian banks. Salesforce (CRM) delivered a strong quarter as its AI products continue gaining traction, providing another example of why not every software company is being disrupted by AI. Dollar Tree (DLTR) continues its turnaround, expanding its multi-price strategy and improving store operations as more consumers search for value. Simon and Dan compare its progress with Dollarama (DOL.TO) and discuss why Dollar Tree could potentially offer more upside despite Dollarama remaining the stronger operator. Finally, Best Buy (BBY) provides an interesting look at consumer spending, with a notable divergence emerging between its U.S. and Canadian businesses. Subscribe to 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.
In today's episode, Kyle Grieve and Shawn O'Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, expanding margins, and exceptional capital efficiency. Despite acknowledging the business quality, the hosts discussed whether the original decision reflected a flawed investment process or was the natural outcome of applying a strict investment framework. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:07:16) How AI data center spending transformed a boring contractor into a multi-bagger (00:22:43) How to use the backlog to be directionally correct about the company's future (00:27:59) About the tailwinds behind their organic growth (00:41:13) Why surety bonding capacity creates a widening competitive advantage (00:49:39) About how the return on incremental invested capital has improved (01:02:20) About their exceptional incentive plan (01:05:06) Why are we uncertain about Comfort's high growth metrics 5-10 years from now (01:09:11) Valuation discussion of Comfort Systems (01:12:21) Whether Kyle & Shawn will add Comfort Systems to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Check out our previous Intrinsic Value breakdowns: Constellation Software, Dell, Alphabet, Constellation Software Spinoffs. Follow Kyle on X and LinkedIn. Follow Shawn on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our 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. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
CAPTION 1923 TREASURY BUILDINGHidden Fiscal Challenges Facing Modern EconomiesJoseph Sternberg warns Americans about the hidden burdens of a Value Added Tax (VAT), a consumption tax common in Europe. Although pitched as simple, Sternberg argues that this tax creates immense compliance burdens for small businesses, requiring a full working week annually to administer. This complexity fosters a cash-based gray market to evade the tax. Furthermore, because the tax is concealed within product prices rather than added at checkout, politicians can easily hike rates without public outcry. Sternberg also contrasts Europe's expensive, highly regulated data center shortage with America's resistance to building the AI infrastructure crucial for its economic future. (3)
Daniel Mahncke and Shawn O'Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus's A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growing revenue at over 90%, with net dollar retention at 157% and adjusted operating margins above 60% — a Rule of 40 score of 155%, roughly double what the best software companies in the world achieve. It also trades at around 60 times sales, which is why The Economist called it possibly the most overvalued firm of all time. Daniel and Shawn discuss whether the ontology layer is a sustainable moat now that Microsoft and Google have launched competing products, what Alex Karp and Peter Thiel's politics mean for a company selling to Western governments, and why twenty years of losses turned into the fastest-accelerating software business on the market. In the end, Daniel values the business and decides whether PLTR deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:29) How Palantir's Ontology actually works (00:16:26) How AI turned around Palantir's business (00:20:59) Why Palantir has the best margins in the industry (00:34:22) Why no one seems to be able to copy Palantir's Ontology (00:38:01) How Palantir grows its customer base (01:07:36) Palantir's valuation discussion (01:11:37) How much Palantir stock is actually worth (01:12:52) Whether PLTR will be added to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Satish Terala's AI Masterclass. Future Investing's Interview with a Palantir FDE. Check out our previous Intrinsic Value breakdowns: Constellation Software, Dell, Alphabet, Constellation Software Spinoffs. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our 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. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Our Head of U.S. Public Policy Research Ariana Salvatore looks at what the midterms may reveal about politician's appetite for tackling the faster-than-expected increase in the U.S. debt.Read more insights from Morgan Stanley.----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of U.S. Public Policy Research at Morgan Stanley. Today, why fiscal is back in focus and what we can learn about the broader debt trajectory from the upcoming midterm elections. It's Friday, August 28th at 10am in New York. Fiscal policy has moved back onto investors' radars following Treasury's recent buyback announcements. Those came in the same week that total U.S. debt crossed $ 40 trillion for the first time, a milestone that arrived months earlier than most people expected. As my colleague Andrew Sheets puts it, that's a big number. But the more useful question isn't the number itself. It's whether all this debt is starting to act as a brake on the economy.We don't quite yet see a credibility problem in the Treasury market, but that's exactly why fiscal is back in the conversation. And it sits against a bigger backdrop. The U.S. continues to run large deficits in an economy that isn't in a recession. Our economists expect the deficit to stay around 6 percent of GDP through 2027. And voters are clearly concerned about elevated debt levels. So why isn't fiscal austerity coming up more in DC? Simply put, we think the political incentives point the other direction. At the risk of oversimplifying, fiscal consolidation or deficit reduction means either less spending or more taxes. And the political costs of those choices land immediately. We think neither party, therefore, has the incentive to take on that type of policy change – if we don't see a meaningful cliff or a risk to existing programs, especially into an election. But what about after? We think the midterms won't in and of themselves be a catalyst to fix the debt trajectory. But they can tell us something about where this goes next. And I'd point to two things in particular. The first is Social Security. It's not likely to be the headline issue in November, but we could see a useful test case for the debt conversation more broadly because the deadline is creeping closer. The latest trustees report projects the retirement trust fund will become insolvent in the fourth quarter of 2032. And at that point, it could only cover roughly 78 percent of scheduled benefits without a change in law. Now, that's likely to matter more in 2028 than in this cycle, since whoever wins the White House that year will be in office when it hits. But the midterms can still show us where the politics are consolidating. Recent polling points to a fairly consistent pattern. Voters want lawmakers to act. They prefer raising taxes on high earners over broader benefit cuts. And they're notably more open to trimming benefits when it's targeted at the top of the income distribution. That likely explains why a number of 2026 candidates have converged on lifting the payroll tax cap, while some Republicans have largely retreated from campaigning on things like a higher retirement age. Watching which of those messages actually wins, especially in Senate races like New Hampshire or Maine, where a significant share of the electorate depends on these benefits, could provide some useful hints with respect to which of these policy changes actually resonate with voters and end up reflecting the eventual fix. The second is the broader fiscal landscape after the election. If we get a divided government in November, that typically means more fiscal noise around the recurring deadlines, like government funding and the debt ceiling. Those two matter for markets in very different ways. A shutdown's bigger effect tends to be indirect. So, think delayed or lower quality government data since agencies can end up working from smaller survey samples. That leaves investors and the Fed making decisions with less complete information for weeks at a stretch sometimes. The debt ceiling is more direct. That shows up most clearly in the Treasury bill market. Bills maturing around a potential deadline tend to cheapen relative to other short-term benchmarks as investors have to price default risk into that narrow window. And that's the case even when a resolution is still the base case. So, here's the through line: fiscal likely isn't about to become Washington's top priority just because debt crossed $40 trillion. But the midterms are a chance to see whether the political incentives are starting to shift – on Social Security specifically, and on the broader appetite for political fights around funding deadlines more generally. Either way, we think fiscal policy is set to stay in the headlines in the years to come. And especially so as we head into the 2028 presidential election season. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen. And share your Thoughts on the Market with a friend or colleague today.
David Hebert discusses the fiscal debates surrounding Social Security's impending 2032 shortfall. Hebert refutes the idea that raising tax rates increases treasury revenue, noting that tax revenue historically remains constant at 17–18% of GDP because high rates prompt tax avoidance. Instead of "starving the beast" of resources, Hebert advocates for "starving the beast of responsibility" by decentralizing programs through federalism to cut administrative costs. He urges structural reforms to Social Security, highlighting that the ratio of workers supporting each retiree has plummeted from 40-to-1 down to 2-to-1. (4)
Germany's Ifo Institute reported this week that its aging population is pushing social spending to record highs, a fiscal dynamic that closely mirrors the pressures the US Social Security and Medicare systems are heading toward. We examine what demographic-driven fiscal stress looks like, how it affects bond markets and currency strength, and what lessons American investors can draw.Today's Stocks & Topics: Old Dominion Freight Line, Inc. (ODFL), Market Wrap, Sibanye Stillwater Limited (SBSW), Lockheed Martin Corporation (LMT), The Charles Schwab Corporation (SCHW), Single Stock ETFs, Barrick Mining Corporation (B), Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future?, State Street SPDR S&P Health Care Services ETF (XHS), Sectors to Invest In, LeMaitre Vascular, Inc. (LMAT), The Hackett Group, Inc. (HCKT), Caterpillar Inc. (CAT), GE Vernova Inc. (GEV), Bad Investments.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
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