Podcasts about Fiscal

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    Latest podcast episodes about Fiscal

    Historia de Aragón
    El BOE ha publicado hoy el decreto-ley de medidas extraordinarias para hacer frente a las consecuencias de la guerra en Irán

    Historia de Aragón

    Play Episode Listen Later Mar 21, 2026 94:42


    El real decreto-ley de medidas extraordinarias para hacer frente a las consecuencias de la guerra en Irán, aprobado ayer por el Consejo de Ministros y publicado esta mañana en el BOE, contempla líneas de apoyo específicas para los sectores agrario y pesquero. Se trata de un potente paquete de ayudas por un valor superior a 877 millones de euros. Principalmente, se establece una ayuda directa a agricultores para la compra de fertilizantes Y una subvención de 20 céntimos por litro para la compra de gasóleo de uso agrícola.El acuerdo de libre comercio que en estos momentos están a punto de firmar la Unión Europea (UE) y Australia ha encendido las alertas en el sector ovino. Interovic, la Organización Interprofesional Agroalimentaria del Ovino y el Caprino de Carne, advierte de que el volumen de importaciones solicitado por Australia va a tener un impacto significativo sobre la producción nacional.El Gobierno de Aragón ya tiene perfiladas las indemnizaciones a las que tendrán derecho los ganaderos que se han visto obligados a sacrificar sus reses después de que se detectara un brote de dermatosis nodular en sus explotaciones. Son dos los productores afectados, por el momento, ambos en Borrastre, una pedanía de la localidad oscense de Fiscal, que han perdido toda su cabaña, un total (entre ambos) de 281 animales. Para ello, el Departamento de Agricultura aprobará la próxima semana una orden que fija los baremos de indemnización, que establecen compensaciones, como ha adelantado el Gobierno de Aragón, de hasta 4.200 euros por cabeza de vacuno de carne.El Sistema de Bardenas daba comienzo el pasado jueves la campaña de riego 2025-2026 sin asignación de dotaciones o cupos.El Gobierno de Aragón ha reafirmado a los regantes del Matarraña su compromiso para reactivar las balsas laterales pendientes. Para acelerar su tramitación ha destinado una partida de 300.000 euros procedentes del Fondo de Inversiones de Teruel con el objetivo de impulsar los estudios de viabilidad necesarios para avanzar en estos proyectos contemplados en el Pacto del Agua de Aragón, concretamente en las balsas de Los Comellares y Pla de Serrat, y dirigidos a mejorar la regulación de los recursos hídricos en la cuenca.La Comunidad General de Riegos del Alto Aragón mantiene su posición de liderazgo en la gestión del agua al alcanzar un montante total de 8,6 millones de euros en fondos captados para la digitalización de su sistema regable. Estamos es Bruselas porque lo que pasa en el campo pasa por Bruselas. En ‘La traza' hoy repasamos la trazabilidad de los quesos ‘La Pardina'; hacemos balance de la campaña de trufa negra en la provincia de Teruel y felicitamos a la Asociación para la Recuperación de Olivos Yermos de Oliete, que ha elaborado esta campaña el mejor Aceite del Bajo Aragón con Denominación de Origen, según se dio a conocer este jueves en la gala anual que el consejo regulador celebra con el sector.

    Chit Chat Money
    Investing Through The Capital Cycle And a Warning For AI Stocks? (Marathon Asset Management)

    Chit Chat Money

    Play Episode Listen Later Mar 18, 2026 65:54


    On this episode of Chit Chat Stocks, we dive into another super investor series covering Marathon Asset Management, a fund that has been around for decades, investing through a framework called Capital Cycle Theory. We discuss:(00:00) Introduction(02:46) Understanding the Investment Philosophy(05:19) The History and Performance of Marathon(11:07) Capital Cycle Theory Explained(19:50) The Evolution of Earnings Reports(21:37) Case Study: The Telecom Bubble(27:15) Management's Role in Capital Cycles(31:55) Insights from Capital Returns(36:34) Investment Strategies in Capital Cycles(39:04) Beer Industry Consolidation and Investment Opportunities(43:32) Sustainable Returns in the Semiconductor Sector(51:09) Portfolio Insights and Market Dynamics(56:44) Lessons Learned from Marathon Asset Management*****************************************************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.

    El Noti
    EP 686: Trump reclama a Sheinbaum no aceptar tropas, Fiscalía admite que descuidó la casa del Mencho y Cuba sufre apagón total

    El Noti

    Play Episode Listen Later Mar 17, 2026 20:38


    * Trump reclama a Sheinbaum no aceptar tropas* Fiscalía admite que descuidó la casa del Mencho* Cuba sufre apagón total

    Millennial Investing - The Investor’s Podcast Network
    TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O'Malley & Daniel Mahncke

    Millennial Investing - The Investor’s Podcast Network

    Play Episode Listen Later Mar 15, 2026 72:10


    Shawn O'Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe. In this episode, you'll learn how Figma burst onto the scene after three long years of toiling in the background, why Figma's stock has crash 80% since IPO, and whether Figma's stock is attractively priced at current levels. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:09:01 - Why the design process used to be so messy and disjointed before Figma came along 00:11:08 - How Figma was born out of a partnership at Brown University 00:28:53 - How Figma is turning from a single-hit product into a more diversified platform 00:36:51 - What Figma is doing to redefine the future of AI in collaborative design 00:52:06 - What to make of Figma's young CEO, Dylan Field 00:54:32 - Why Figma crashed after its IPO 00:56:14 - How IPO-related stock-based-comp accounting distorted Figma's 2024 & 2025 financials 01:03:54 - Whether Shawn and Daniel add FIG 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! Shawn's meditation app made via Figma. Figma's CEO on the future of design. Figma's CEO on the In Good Company podcast. Figma's investor relations' page. Why Figma wins (blog article). 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

    O Antagonista
    Kléber Cabral e o STF: O preço de criticar as decisões de Moraes?

    O Antagonista

    Play Episode Listen Later Mar 13, 2026 5:08


    Kléber Cabral, presidente da Unafisco, passou a ser investigado pelo STF depois que criticou decisões de Moraes.Meio-Dia em Brasília traz as principais notícias e análises da política nacional direto   de Brasília.     Com apresentação de José Inácio Pilar e Wilson Lima, o programa aborda os temas mais quentes do cenário político e econômico do Brasil.     Com um olhar atento sobre política, notícias e economia, mantém o público bem informado.    Transmissão ao vivo de segunda a sexta-feira às 12h no nosso canal do Youtube.  https://www.youtube.com/@OAntagonista   Apoie o jornalismo independente. Assine O Antagonista e Crusoé com 10% via Pix ou Google Pay:  https://assine.oantagonista.com.br/   Siga O Antagonista no X:  https://x.com/o_antagonista   Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais.  https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344  Leia mais em www.oantagonista.com.br | www.crusoe.com.br #Moraes #STF #LiberdadeDeImprensa #Maranhão #Notícias #PolíticaBrasil #Unafisco #KleberCabral #Moraes #STF #Justiça #AuditorFiscal #FiscoFederal

    6AM Hoy por Hoy
    Después de 33 años, sale el desconocido fiscal de los grandes casos

    6AM Hoy por Hoy

    Play Episode Listen Later Mar 13, 2026 12:28


    José Darío Cediel investigó y logró condenas como las de Jorge Noguera, Ciro Ramírez, ‘Kiko' Gómez y Guillermo León Valencia Cossio, entre otros.

    Chit Chat Money
    Markets In Turmoil; Oracle's Wild Plan; Adobe + Dollar General Earnings; Revisiting a Small-Cap

    Chit Chat Money

    Play Episode Listen Later Mar 13, 2026 65:15


    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(03:17) Adobe Earnings and CEO Transition(06:06) Dollar General's Performance and Market Indicators(09:07) Oil Prices and Economic Implications(12:05) NIO's Market Position and Growth Potential(15:20) Oracle's Business Model Transformation and Risks(35:33) Amazon's Debt Strategy and Its Implications(40:16) Salesforce's Buyback Strategy: Risky or Reasonable?(43:55) Analyzing Kelly Partners Group's Performance(52:39) The Collapse of GoEasy: Lessons in Lending(01:02:21) Nintendo's New Game and Market Impact*****************************************************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.

    Business Matters
    #30 PwC UK: The Chancellor Should Break Her Fiscal Rules

    Business Matters

    Play Episode Listen Later Mar 13, 2026 40:01


    Marco Amitrano, European boss of PwC, joins the Big Boss Interview to discuss the UK economy, artificial intelligence, business confidence and the case for loosening the government's fiscal rules to unlock infrastructure investment.Amitrano makes a direct appeal to Chancellor Rachel Reeves to reconsider the government's borrowing limits, arguing that strict fiscal rules risk preventing the investment needed for long-term economic growth. He says the UK faces what has been described to him as a £2 trillion infrastructure gap, spanning transport, digital networks and the energy grid. Relaxing borrowing restrictions, he argues, could allow government to invest alongside business in the technology, talent and infrastructure needed to make the UK globally competitive. Amitrano acknowledges that markets may initially react with higher borrowing costs, but says a transparent plan showing how spending would drive growth could reassure bond investors.Artificial intelligence is already reshaping the professional services sector, with Amitrano revealing that more than 80% of chief executives globally are making material investments in AI, and around 60% now see it as critical to their organisation's survival. He discusses how the technology is transforming how businesses operate, while pushing back against claims that AI is already replacing large numbers of graduate jobs. PwC recently reduced its graduate intake from around 1,500 to 1,300, but Amitrano says that decision was driven by a slowdown in demand following the November 2024 Budget, not automation. The firm still receives roughly 400,000 applications each year and uses AI only in the early stages of screening before human interviews.Before the recent escalation in the Middle East, Amitrano says business confidence had been showing signs of recovery. Falling finance costs, strong corporate balance sheets and wage inflation running ahead of cost inflation had created conditions for what he describes as potential economic “lift-off”. However, geopolitical tensions have reintroduced uncertainty, particularly around energy prices, where the UK remains the most expensive country in Europe for energy.He also reflects on the impact of the November 2024 Budget, which he describes as a miscalculation that combined several policies — workers' rights reforms, minimum wage increases and higher employer National Insurance contributions — in a way that made hiring feel riskier for businesses. Amitrano says that damaged the relationship between government and business, although dialogue has begun to improve through initiatives such as Keep Britain Working, which aims to bring economically inactive people back into the labour market.Presenter: Simon Jack Producer: Ollie Smith & Olie D'Albertanson02:32 AI transformation imperative for business survival 06:15 Graduate recruitment cut due to economic slowdown, not AI 10:07 AI in recruitment: screening 400,000 applications for 4,000 jobs 14:07 Value of university education beyond qualifications 19:37 November 2024 budget damaged business confidence 21:57 Middle East conflict derails UK economic recovery 26:32 Call for Rachel Reeves to relax fiscal rules for infrastructure 28:07 £2 trillion infrastructure gap: technology, talent and infrastructure spending needed

    The Elephant in the Dome
    The Elephant in the Dome: Budget Battles & Washington's Fiscal Future: Income Tax, Deficits, Doom Loops

    The Elephant in the Dome

    Play Episode Listen Later Mar 13, 2026 26:02


    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.

    The Canadian Investor
    Unpacking Why Subprime Lender Goeasy Stock Crashed 60%

    The Canadian Investor

    Play Episode Listen Later Mar 12, 2026 48:56


    In this episode of The Canadian Investor Podcast, we break down the stunning collapse in Goeasy after the company shocked investors with a major financial update ahead of earnings. What was expected to be a gradual deterioration turned into a full-blown blow-up, with sharply higher charge-offs, a suspended dividend and buyback program, withdrawn guidance, potential restatements of past financials, and debt covenant issues that could become existential for the business. We walk through the key details from the release, why the market reacted so violently, and why the company’s comments around LendCare, delinquent loans, and prior reporting practices raise even more questions. We also revisit the red flags we had been discussing for months, including ballooning interest receivables, aggressive loan book growth, and the growing disconnect between goeasy’s reported performance and the broader credit environment. To finish on a more positive note, we also discuss strong results from Franco-Nevada and what higher gold prices could mean for the royalty giant going forward. Tickers discussed: GSY.TO, FNV.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.

    La Hora de la Verdad
    Al Oído marzo 12 de 2026

    La Hora de la Verdad

    Play Episode Listen Later Mar 12, 2026 26:36 Transcription Available


    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 

    Political Contessa
    Fiscal Conservatism & Common Sense for the Massachusetts Treasurer's Office with Elizabeth Dionne

    Political Contessa

    Play Episode Listen Later Mar 12, 2026 48:01


    In this week’s episode of Political Contessa, Jennifer welcomes Elizabeth Dionne, a relentless reformer, attorney, and former chair of the Belmont Select Board with proven leadership, financial, and legal expertise. Elizabeth is running for Massachusetts State Treasurer, bringing a history of fiscal responsibility, having delivered balanced municipal budgets and never relying on reserve funds. As a mother of four and a decades-long resident of Massachusetts, Elizabeth is focused on restoring fiscal sanity and advocating for efficient, taxpayer-centered governance. She is widely recognized for working across the aisle, championing transparency, and prioritizing common sense in public service. This episode dives into the urgent issues facing Massachusetts, highlighting controversial and neglected realities, including unchecked government spending, cronyism, insider deals, and an overwhelming exodus of taxpayers and young talent driven by high costs. Elizabeth explains how, over years of one-party Democratic rule, waste, graft, and benefit fraud have flourished while essential state agencies—like the Lottery and the School Building Authority—are riddled with inefficiency and patronage hires. She exposes staggering mismanagement under the current treasurer, the misuse of funds for personal vendettas, and runaway costs in programs meant to support local communities and frontline services. Elizabeth lays out her plan for regular audits, whistleblower protection, and transparency, calling on voters to make 2026 the year Massachusetts reclaims responsible government. The conversation features a call to action for voters to prioritize local elections, push back against the status quo, and demand leadership that values every tax dollar. “I am taking no industry money. If you look at her donations, a lot of industry money. The people who are coming before her, the people she’s regulating, she’s taking money from. That’s corrupt.” ~Elizabeth Dionne This week on Political Contessa: Massachusetts’ unchecked government spending and the urgent need for audits The impact of one-party rule, cronyism, and benefit fraud on state finances Mismanagement and patronage hires undermining the Massachusetts Lottery How runaway costs in the School Building Authority neglect needy students The exodus of taxpayers and young talent from Massachusetts Exploding benefit rolls and the strain on the state’s tax base The $33 billion deficit threatening public pensions and fiscal stability A concrete plan for whistleblower protection, transparency, and fiscal reform Connect with Elizabeth Dionne: Elizabeth Dionne campaign website Resources mentioned: Massachusetts State Retirement Board Massachusetts School Building Authority Star Market app (for coupon savings, an example of personal fiscal discipline) Awaken Your Inner Political Contessa Thanks for tuning into this week’s episode of Political Contessa. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Spotify I Stitcher I Apple Podcasts I iHeart Radio I TuneIn I Google Podcasts Be sure to share your favorite episodes on social media. And if you’ve ever considered running for office – or know a woman who should – head over to politicalcontessa.com to grab my quick guide, Secrets from the Campaign Trail. It will show you five signs to tell you you’re ready to enter the political arena.See omnystudio.com/listener for privacy information.

    Connections with Evan Dawson
    Public employee unions push to sweeten retirement

    Connections with Evan Dawson

    Play Episode Listen Later Mar 11, 2026 51:00


    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.

    La Hora de la Verdad
    Al Oído marzo 11 de 2026

    La Hora de la Verdad

    Play Episode Listen Later Mar 11, 2026 27:24 Transcription Available


    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 

    50% with Marcylle Combs
    Impact that Scales: NonProfit Leadership with Sharon Elefant

    50% with Marcylle Combs

    Play Episode Listen Later Mar 11, 2026 37:39


    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.‍ ‍

    Tan/GenteGT
    Usurpaciones y desalojos en Guatemala. ¿Le deben ciertos empresarios favores a Consuelo Porras ?

    Tan/GenteGT

    Play Episode Listen Later Mar 11, 2026 51:38


    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.

    Chit Chat Money
    Stock Exchanges: The Best Businesses In The World? (4 Case Studies)

    Chit Chat Money

    Play Episode Listen Later Mar 11, 2026 61:11


    On this episode of Chit Chat Stocks, Brett and Ryan have a lengthy discussion on stock exchanges and what makes them great businesses. We discuss:(00:00) Introduction(03:51) Understanding the Stock Exchange Business Model(06:50) Revenue Streams of Stock Exchanges(15:44) Case Study: London Stock Exchange $LSE(18:27) Case Study: Warsaw Stock Exchange $GPW(32:54) Poland's Economic Surge and Stock Market Performance(42:22) The Mexican Stock Exchange $BOLSAA(50:40) Philippine Stock Exchange Warsaw company name: Giełda Papierów Wartościowych w Warszawie*****************************************************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.

    Centro Carbonell
    Defensa fiscal efectiva: cómo proteger a las personas contribuyentes

    Centro Carbonell

    Play Episode Listen Later Mar 11, 2026 8:22


    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.

    School Business Insider
    The Fiscal Squeeze: Property Taxes and School Choice in Ohio

    School Business Insider

    Play Episode Listen Later Mar 10, 2026 44:30


    What happens when a district's primary revenue source is under debate?In this episode of School Business Insider, host John Brucato speaks with Dr. Erik Roush, Executive Director of Financial Affairs for Columbus City Schools, about the evolving fiscal and political landscape in Ohio.They discuss proposed property tax reforms — including a constitutional amendment effort to repeal property taxes — the continued challenge of fully funding the state's school funding formula, and the financial impact of expanding school choice policies.This episode offers a real-world look at what it means to manage a large public district amid policy uncertainty and fiscal pressure — and how school business leaders navigate the balance between advocacy, planning, and day-to-day operations.Contact School Business Insider: Check us out on social media: LinkedIn Twitter (X) Website: https://asbointl.org/SBI Email: podcast@asbointl.org Make sure to like, subscribe and share for more great insider episodes!Disclaimer:The views, thoughts, and opinions expressed are the speaker's own and do not represent the views, thoughts, and opinions of the Association of School Business Officials International. The material and information presented here is for general information purposes only. The "ASBO International" name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. The presence of any advertising does not endorse, or imply endorsement of, any products or services by ASBO International.ASBO International is a 501(c)3 nonprofit, nonpartisan organization and does not participate or intervene in any political campaign on behalf of, or in opposition to, any candidate for elective public office. The sharing of news or information concerning public policy issues or political campaigns and candidates are not, and should not be construed as, endorsements by ASBO Internatio...

    Trends with Benefits
    EM Debt Strengthens Amid U.S. Fiscal Uncertainty

    Trends with Benefits

    Play Episode Listen Later Mar 10, 2026 19:21


    Explore U.S. fiscal uncertainty, tariff shifts, Fed changes, and why stronger emerging market fundamentals may offer diversification despite tighter spreads.

    The Canadian Investor
    8 Stocks That Could Benefit From Increased Global Uncertainty

    The Canadian Investor

    Play Episode Listen Later Mar 9, 2026 46:32


    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.

    En Casa de Herrero
    Editorial Luis Herrero: El PP presenta su receta fiscal en mitad de la guerra con Irán

    En Casa de Herrero

    Play Episode Listen Later Mar 9, 2026 30:29


    Luis Herrero analiza las propuestas del partido liderado por Alberto Núñez Feijóo.

    On marche sur la tête
    Prix du carburant : «C'est un hold-up fiscal qui a lieu dans les stations services», dénonce Pierre Chasseray

    On marche sur la tête

    Play Episode Listen Later Mar 9, 2026 5:17


    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.

    Pascal Praud et vous
    Prix du carburant : «C'est un hold-up fiscal qui a lieu dans les stations services», dénonce Pierre Chasseray

    Pascal Praud et vous

    Play Episode Listen Later Mar 9, 2026 5:17


    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.

    Millennial Investing - The Investor’s Podcast Network
    TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O'Malley

    Millennial Investing - The Investor’s Podcast Network

    Play Episode Listen Later Mar 8, 2026 83:44


    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

    Playing FTSE
    The Small Cap With 6 Huge Tailwinds

    Playing FTSE

    Play Episode Listen Later Mar 8, 2026 62:39


    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 Faro Audio
    El Salvador: tres años sin nuevas políticas para las mujeres

    El Faro Audio

    Play Episode Listen Later Mar 7, 2026 24:20


    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.

    Chit Chat Money
    Anthropic's Crazy Revenue Growth; Berkshire (And Others) Insider Buying; A New Fast Growing Small Cap Stock; Wix's Aggressive Moves

    Chit Chat Money

    Play Episode Listen Later Mar 6, 2026 64:48


    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.

    Les Grandes Gueules
    L'alerte du jour- Pierre Chasseray : "S'il ne se passe rien du côté du gouvernement, on va être à 3 € le litre. Le gouvernement pompe 1,20 € sur votre carburant. C'est un massacre fiscal sur les Français qui vont bosser."

    Les Grandes Gueules

    Play Episode Listen Later Mar 6, 2026 2:44


    Aujourd'hui, Antoine Diers, consultant, Barbara Lefebvre, enseignante, et Jérôme Marty, médecin généraliste, débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

    MF Economía
    Reforma de la Caja Fiscal/Zafra agrícola 2026/Mercado laboral: menos desempleo, más subempleo

    MF Economía

    Play Episode Listen Later Mar 6, 2026 63:35


    En este capítulo, el economista y exministro de Hacienda, Manuel Ferreira Brusquetti, analiza los principales temas económicos de la semana.

    The Canadian Investor
    Canadian Banks Deliver Big Earnings as Uncertainty Rattles Markets

    The Canadian Investor

    Play Episode Listen Later Mar 5, 2026 48:30


    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.

    Facing the Future
    The Fiscal Uncertainty of War Costs

    Facing the Future

    Play Episode Listen Later Mar 5, 2026 44:58


    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.

    FM Mundo
    NotiMundo Estelar - Glady Terán, Concurso para Fiscal, 75 inscritos, ¿idóneos para asumir el cargo?

    FM Mundo

    Play Episode Listen Later Mar 5, 2026 18:22


    NotiMundo Estelar - Glady Terán, Concurso para Fiscal, 75 inscritos, ¿idóneos para asumir el cargo? by FM Mundo 98.1

    Solo con Adela / Saga Live by Adela Micha
    Adela Micha con todas las noticias en La Saga 4 marzo 2026

    Solo con Adela / Saga Live by Adela Micha

    Play Episode Listen Later Mar 4, 2026 159:38


    ¿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.

    Chit Chat Money
    Is Nintendo Stock Dirt Cheap Today? With Leandro From Best Anchor Stocks (Ticker: NTDOY)

    Chit Chat Money

    Play Episode Listen Later Mar 4, 2026 57:13


    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.

    Luis Cárdenas
    Waldo Fernández acusa a la Fiscalía de Nuevo León de montaje y uso faccioso tras denuncia falsa

    Luis Cárdenas

    Play Episode Listen Later Mar 4, 2026 24:31


    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.

    Luis Cárdenas
    MVS Noticias con Luis Cárdenas - 02 Mar 26

    Luis Cárdenas

    Play Episode Listen Later Mar 4, 2026 192:34


    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.

    Me lo dijo Adela con Adela Micha
    Adela Micha con todas las noticias en La Saga 4 marzo 2026

    Me lo dijo Adela con Adela Micha

    Play Episode Listen Later Mar 4, 2026 159:38


    ¿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.

    FM Mundo
    NotiMundo Estelar - Mariana Yépez, Concurso para Fiscal, ¿cuál es el perfil idóneo?

    FM Mundo

    Play Episode Listen Later Mar 4, 2026 9:54


    NotiMundo Estelar - Mariana Yépez, Concurso para Fiscal, ¿cuál es el perfil idóneo? by FM Mundo 98.1

    FM Mundo
    NotiMundo A La Carta - Paúl Ocaña, Concurso para Fiscal- 75 postulantes y un proceso cuestionado, ¿qué se espera?

    FM Mundo

    Play Episode Listen Later Mar 4, 2026 16:47


    NotiMundo A La Carta - Paúl Ocaña, Concurso para Fiscal- 75 postulantes y un proceso cuestionado, ¿qué se espera? by FM Mundo 98.1

    The I Love CVille Show With Jerry Miller!
    CVille City Mgr Wants Real Estate Tax Rate Spike; CVille Proposed Budget is $279M For Fiscal Yr 2027

    The I Love CVille Show With Jerry Miller!

    Play Episode Listen Later Mar 3, 2026 50:14


    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.

    Noticentro
    El dos de abril arranca registro de la Credencial de Salud

    Noticentro

    Play Episode Listen Later Mar 3, 2026 1:46 Transcription Available


    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

    Mesa Central - RatPack
    Transición a la Administración Kast: la incertidumbre en el Senado y los ejes del nuevo equipo económico y fiscal

    Mesa Central - RatPack

    Play Episode Listen Later Mar 3, 2026 22:49


    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.

    Talk of Alaska
    Alaska's fiscal future | Talk of Alaska

    Talk of Alaska

    Play Episode Listen Later Mar 3, 2026 54:15


    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.

    The Canadian Investor
    The AI Boom That Could Crash Markets and the Economy: Fact or Fiction?

    The Canadian Investor

    Play Episode Listen Later Mar 2, 2026 54:47


    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.

    Millennial Investing - The Investor’s Podcast Network
    TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O'Malley & Daniel Mahncke

    Millennial Investing - The Investor’s Podcast Network

    Play Episode Listen Later Mar 1, 2026 82:51


    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

    Solo con Adela / Saga Live by Adela Micha
    Kim Armengol y Max Espejel con toda la información en Saga Noticias 25 febrero 2026

    Solo con Adela / Saga Live by Adela Micha

    Play Episode Listen Later Feb 27, 2026 48:44


    ¿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 Canadian Investor
    Private Credit Cracks, Canadian Tire's Turnaround & GoEasy Delays Earnings

    The Canadian Investor

    Play Episode Listen Later Feb 26, 2026 42:45


    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.

    Millennial Investing - The Investor’s Podcast Network
    TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O'Malley

    Millennial Investing - The Investor’s Podcast Network

    Play Episode Listen Later Feb 22, 2026 87:11


    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

    Top Traders Unplugged
    SI388: Peak Bubble? Why Markets Feel Different in 2026 ft. Mark Rzepczynski & Alan Dunne

    Top Traders Unplugged

    Play Episode Listen Later Feb 21, 2026 63:22 Transcription Available


    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...