Podcasts about Fiscal

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.

Nvidia gave another bullish forecast for quarterly revenue. CEO Jensen Huang said the enterprise adoption of AI agents is skyrocketing. That suggests it's not just hyperscalers buying Nvidia's products, corporations are as well. Fiscal first-quarter sales will be about $78 billion, the chipmaker said in a statement Wednesday. Though the average Wall Street estimate was $72.8 billion, some analysts had projected numbers approaching $80 billion, according to data compiled by Bloomberg. To break down the latest earnings, we spoke to Daniel Newman, CEO at the Futurum Group. Plus - Asian shares climbed for a fourth day as recent turmoil sparked by concerns over the impact of artificial intelligence subsided, though gains were tempered by a muted response to Nvidia Corp.'s upbeat sales forecast. We heard from Kieran Calder, Head of Equity Research for Asia at UBP. He spoke to Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn.See omnystudio.com/listener for privacy information.

Ecoutez L'angle éco de François Lenglet du 25 février 2026.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Ecoutez L'angle éco de François Lenglet du 25 février 2026.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Stephen Grootes speaks to Duncan Pieterse, Treasury Director General, to unpack Budget 2026 in a nutshell. With inflation-linked personal income tax relief, a higher tax-free savings limit, no VAT or corporate tax hikes, and the withdrawal of the planned R20 billion tax increase, Treasury struck a more optimistic tone. However, fuel and carbon levies will rise, the deficit sits at 4% of GDP, and debt is projected to stabilise at 77.3% of GDP. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.

Este martes la agenda noticiosa dejó tres señales distintas que, vistas en conjunto, cuentan la misma historia: la política administra el tiempo; las cifras no.

Escuche el episodio del 23 de febrero. En La Luciérnaga, mezcla extraña de realidad y ficción, hablamos del cruce entre Petro y el Procurador por el proceso electoral, el incidente entre un helicóptero de la FAC y un avión de Latam, y la entrevista Sin Anestesia con Lucho Garzón.

Les contamos que la Fiscalía Superior de Andalucía va a investigar y recabar información sobre una estampa que es cada vez más habitual aquí en la provincia, la de las narcolanchas, las mafias, resguardándose del temporal en el las playas del Cabo de Gata. Es una queja frecuente de los vecinos de estas zonas, que denuncian sentirse inseguros y vivir en un clima de tensión. La Fiscalía ahora va a recopilar noticias difundidas en medios y redes sociales para conocer más sobre la presencia de estas narcolanchas.- Este viernes se va autorizar el trasvase del embalse del negratin al Almanzora, una de las zonas más secas del país, 5 años después. Serán hasta 50 hectómetros cúbicos para riego y consumo.- En Roquetas de Mar este martes se ha ejecutado una orden judicial de desahucio que ha obligado a abandonar su vivienda a una pareja, un hombre de 77 años, enfermo de cáncer y alzheimer en cuidados paliativos y a su mujer de 63 años. - En los deportes el Almería ya piensa en ganar este viernes fuera de casa al Albacete para conseguir su quinta victoria consecutiva e intentar meterse en puestos de ascenso directo.- Este sábado, Día de Andalucía, la Sala Berlín de la capital, va a coger por primera vez el festival Winter Tote Fest. Con Burning, Pancho Varona y JJ Fuentes.Escuchar audio

Miguel Ángel González Suárez te presenta el Informativo de Primera Hora en 'El Remate', el programa matinal de La Diez Capital Radio que arranca tu día con: Las noticias más relevantes de Canarias, España y el mundo, analizadas con rigor y claridad. Así suena lo que está pasando bajo las Cañadas del Teide, según Involcan Los científicos han divulgado un audio donde se puede escuchar una sonificación de dos episodios recientes de la actividad sísmica en el subsuelo de Tenerife. Hace un año: Zelenski asegura estar dispuesto a renunciar a la presidencia si eso favorece a Ucrania. Hace un año: Canarias lanza en Mauritania un proyecto de formación laboral en construcción y energías. El objetivo de este programa es promover oportunidades de empleo en África y contribuir al desarrollo sostenible del continente, para evitar que los jóvenes pierdan la vida en la peligrosa ruta migratoria del Atlántico. Hoy se cumplen 1.469 días de guerra entre Rusia y Ucrania. 3 años y 365 días. 4 años. Hoy es martes 24 febrero de 2026. Día Mundial del Barman. El 24 de febrero se celebra el Día Mundial del Barman o World Bartender Day, una jornada para rendir un homenaje a esos hombres y mujeres que se ponen detrás de una barra para servir bebidas a los clientes. 24 de febrero de 1909: En Brighton (Reino Unido), se presenta por primera vez al público el cine en color. 24 de febrero de 1938: Por primera vez se comienza a fabricar un producto a base de nailon: el cepillo de dientes. En la fábrica Du Pont de Arlington (Nueva Jersey, Estados Unidos). Tal día como hoy, 24 febrero de 1946, Juan Domingo Perón, es elegido presidente en Argentina, que en el momento de su elección mantenía una relación coa Eva Duarte, más tarde conocida como «Evita», y que se acabaría convirtiendo en su esposa. 24 de febrero de 1976: La Organización Mundial del Turismo instala su sede central en Madrid. Años más tarde, 24 febrero de 1981, el Príncipe de Gales anunció su compromiso con Lady Diana Spencer, poniendo fin a los meses de especulación de la prensa sensacionalista. 24 de febrero de 1989: El ayatolá Ruhollah Jomeini ofrece 3 millones de dólares de recompensa por la muerte del autor de Los versos satánicos, Salman Rushdie. 24 de febrero de 2009: Comienza a funcionar la popular aplicación de mensajería WhatsApp. En su primer año de existencia estaba disponible únicamente para dispositivos con iOS. 24 de febrero de 2022: Tras meses de tensión, Rusia invade Ucrania con el objetivo de desmilitarizar el país, según comunicó el presidente ruso Vladímir Putin. La invasión se desencadena tras el reconocimiento ruso de las repúblicas secesionistas de Donetsk y Lugansk en el Donbás. San Modesto, San Sergio y Santa Primitiva. 'El Mencho', el narco que pasó del México rural a ser uno de los capos más buscados del mundo. México vive una ola de violencia del narco tras la muerte de 'El Mencho'. La Eurocámara congela el acuerdo comercial entre la UE y EE.UU. por las últimas amenazas de Trump. El PP ve en la desclasificación de los documentos del 23F otra "cortina de humo" y la izquierda lo considera "insuficiente" No existe un perfil del agresor condenado por violencia de género. Aumenta la actividad en el Teide: ¿es posible una erupción a corto plazo? Dávila entiende la “preocupación” ante el riesgo volcánico: “Tenerife está más preparada que hace un año” La presidenta del Cabildo se reunió ayer con los alcaldes de Tenerife para informar sobre la situación derivada de los eventos sísmicos que se registran desde el pasado 7 de febrero. Advierten de un “colapso sanitario” en Canarias por la expansión turística y poblacional En 30 años, la población de las Islas ha crecido un 40 %, pero las camas hospitalarias públicas apenas han aumentado un 2%. Tener trabajo ya no basta: más de 560.000 personas viven en exclusión social en Canarias. El acceso a una vivienda digna se ha convertido en el principal factor de exclusión en Canarias, afectando a una tercera parte de la población, con un incremento del 37,8% en los precios desde 2018. El empleo turístico en Canarias sube en enero y alcanza los 178.591 trabajadores. En el conjunto de España, la cifra supera los 2,6 millones de empleados. Turcón-Ecologistas en Acción lleva al Gobierno de Canarias ante la Fiscalía Anticorrupción por no cobrar 17 millones en multas ambientales. El colectivo ecologista denuncia un ''fracaso estructural'' en la gestión recaudatoria y económica de varias consejerías de la comunidad autónoma. Un 24 de febrero de 1943 nacé Pablo Milanés, compositor y cantante cubano de la Nueva Trova que Fallecio el 22 de noviembre de 2022 en Pamplona. ¿Quién es la mujer que inspiró a Pablo Milanés en su canción. "Yolanda"? Su nombre es Yolanda Benet, la segunda esposa del artista y madre de sus tres hijas. Se conocieron en 1969 y fueron pareja durante seis años.

Em mais um ano de eleições gerais, volta à pauta a questão fiscal do governo federal na mídia e no debate político. Em entrevista a Marco Antonio Soalheiro, no Mundo Político, o ex-deputado, economista e diretor-executivo da Instituição Fiscal Independente, ligada ao Senado, Marcus Pestana, diz que o Brasil pode ser visto como um copo meio cheio ou meio vazio, porque desde 2014, houve melhorias na área social, novos marcos de investimentos e controle da inflação. Contudo, afirma Pestana, desde então, o país tem desafios fiscais, com déficit recorrente e dívida pública alta. Para o ex-deputado do PSDB, numa equação entre despesa e receita, só há a solução de cortar despesas ou aumentar receitas. O economista também considera que, apesar da relevância, o tema da economia será relegado a segundo plano na corrida eleitoral e substituído por assuntos marginais de forma superficial.

En un entorno donde la fiscalización es cada vez más estricta, entender la materialidad fiscal ya no es opcional, es una necesidad. En este episodio abordamos qué significa realmente este concepto, cómo lo están aplicando las autoridades y por qué se ha convertido en un punto clave en auditorías y revisiones electrónicas.Hablamos de prevención, documentación, estructura financiera y defensa estratégica para empresas y emprendedores que buscan operar con solidez en 2026. Más que reaccionar ante un problema, la clave está en anticiparse y construir una estrategia que respalde cada operación.Un manual práctico para quienes quieren proteger su negocio, reducir riesgos y tomar decisiones fiscales con visión a largo plazo.#MaterialidadFiscal #DefensaFiscal #EstrategiaEmpresarial #CumplimientoFiscal #Auditoría #PrevenciónLegal #FinanzasEmpresariales #Empresas2026 #RiesgoFiscal #PodcastDeNegocios #PlaneaciónFiscal #EntornoEmpresarial

La audiencia se realizó este lunes en los tribunales de Vera. La jueza dispuso prisión preventiva, aunque su ejecución quedó suspendida por la aplicación de la ley de inmunidad de arresto. También se dictaron restricciones, entre ellas la prohibición de salir del país.

Simon and Dan take a break from the usual AI doom talk to focus on the other side of the trade: industries AI is unlikely to disrupt—and may actually strengthen. They discuss why parts of the “real economy” (natural resources, waste collection, skilled trades, and critical infrastructure work) have durable moats tied to physical assets, regulation, and human accountability. In Stocks on Our Radar, Dan revisits Shopify after a sharp drawdown and explains why AI could be a tailwind through payments and backend infrastructure, even if storefront tools get commoditized. Simon breaks down why he started a position in WSP Global, pointing to its backlog, acquisition strategy, and long runway from grid buildouts and electrification tied to AI-driven energy demand. Tickers discussed: SHOP, WSP.TO, ACM, PWR, BDGI.TO, ARE.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

Become a supporter of this podcast: https://www.spreaker.com/podcast/forum-onze-e-meia--5958149/support.

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

Where is Steve W seeing cockroaches? Find out on this week's PlayingFTSE Show!Steve D's portfolio has been running away with it, once again. At the other end, there's a tie for last place in this week's leaderboard – but between who or what?There are a lot of people who claim to being the next Warren Buffett, but Mohnish Pabrai has a closer connection than most. And he's got a new ETF that launched last week. It's not a closet index, but is it worth paying for? Steve D doesn't think so and Steve W thinks there's a big difference between the Wagons ETF and Berkshire Hathaway…The stock market didn't like Klarna's results and the share price is down in a big way. But are investors making a mistake and presenting an unusually good opportunity here?A key theme of the show in recent months has been paying attention to how companies recognise revenues. And Steve D is wondering whether this might be one more for the list.Molina Healthcare is a stock that's been attracting the attention of some high-profile value investors recently. As well as those guys, Steve W has been taking an interest.The company has been hammered through a difficult Medicaid situation, but it has a structural advantage over competitors. So at unusual lows, is it time to consider buying?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 WEEKS7:19 WAGONS FUND23:28 KLARNA47:14 MOLINA HEALTHCARE► 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.

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...

Federico analiza la situación insostenible de Marlaska, que ya debería haber dimitido hace mucho tiempo, tras el caso del DAO.

Simon and Dan are back with another earnings-driven episode — this time focused entirely on Canadian companies. They dig into a fresh batch of results across insurance, commodities, transportation, and airlines, discussing what’s actually driving performance beneath the headlines, why some stocks are pulling back despite strong fundamentals, and how different business models are holding up in a slowing economy. The conversation touches on operating leverage, cash flow trends, balance sheet strength, cyclical pressures, and how today’s environment is reshaping investor sentiment — including where AI could become a tailwind versus a real threat. They also explore why more “real-world” businesses may be starting to look attractive again after years of being overlooked. Expect a mix of earnings analysis, macro context, capital allocation discussion, and a few candid rants along the way. Tickers discussed: IFC.TO, AEM.TO, TFII.TO, AC.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.

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(04:29) Airbnb's Growth and Strategy(16:16) Remitly's Performance and CEO Transition(25:25) AI in Software: A Discussion(32:40) Quality Stocks Watchlist(37:02) Adyen's Activist Letter(43:55) Reddit's Business Model and Market Position(49:46) The Wall of Worry in Software Companies(51:45) Berkshire Hathaway's Strategic Moves(55:53) DoorDash and the Laziness Economy(01:00:49) Robinhood's New Venture Fund*****************************************************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.

Análisis Económico Exante - Japón: Optimismo postelectoral entre el impulso reformista y el desafío fiscal by En Perspectiva

February 20, 2026 ~ Jamie Edmonds and Lloyd Jackson speak with Kaitlyn Buss, Deputy Editorial Page Editor and Columnist at the Detroit News. They discuss the governor's proposed budget and its implications for the state. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buenos días. La jornada comienza marcada por las consecuencias de la trágica explosión registrada ayer en Renca. La Fiscalía deberá ahora esclarecer las circunstancias del hecho e indagar la eventual existencia de un cuasidelito de homicidio. Según la fiscal Macarena Cañas, corresponde “determinar si hubo una infracción a las normas del tránsito”. En paralelo, se intensifican las repercusiones por la situación de las finanzas públicas. El ministro de Hacienda, Nicolás Grau, afirmó ayer que “la posibilidad de ir al Parlamento para poder ver estos temas en detalle, yo creo que es una buena posibilidad (…) Es un tema que tiene muchas aristas y yo creo que es razonable que nosotros tengamos que explicar esto”, luego de que las bancadas de la UDI, RN, republicanos y Demócratas anunciaran que lo citarán a inicios de marzo. A la situación se sumaron las críticas por el bono de $3 millones que recibió el Presidente de la República, Gabriel Boric, correspondiente al Programa de Mejoramiento de la Gestión, beneficio que generó cuestionamientos en medio del actual escenario de déficit fiscal.

In this daily editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc provides a comprehensive analysis of a whirlwind week in the financial markets, headlined by a landmark legal shift in U.S. trade policy and a surprising cooling of the American economy. Key Discussion Points: Supreme Court Ruling on Tariffs: Analysis of the 6-3 vote overturning President Trump's use of emergency powers for reciprocal and fentanyl-related tariffs. Fiscal and Inflationary Impact: How the potential $170 billion in tariff refunds creates credit-negative pressure on U.S. interest rates and downward pressure on consumer prices. Q4 GDP Miss: Examining the 1.4% growth rate, well below the 3% forecast, and how the government shutdown distorted final sales and inventory data. Federal Reserve Outlook: Navigating the "fragmented" FOMC minutes and the market's pricing of 55 basis points in cuts by late 2026. Currency and Dollar Strength: Why the U.S. Dollar remains resilient in a "prolonged correction" despite weak economic data and geopolitical noise.   Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/   -------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Editorial: Fitch expõe a irresponsabilidade fiscal de Lula

In this news and earnings episode, Simon and Dan break down Canada’s January CPI print and why food inflation still feels painfully high despite softer headline numbers. They dig into TELUS’ rough quarter, the surprise CEO change, and what it means for leverage, dividends, and long-term turnaround prospects. The guys also cover Shopify’s strong Q4 results and growing AI integration—discussing whether AI is a real threat or a long-term tailwind for the platform—before wrapping up with Robinhood’s explosive growth in options and crypto trading, and why the business increasingly looks more like a casino than a traditional brokerage. Along the way, they touch on grocery inflation, telecom price wars, valuation risks in high-multiple stocks, and what today’s speculative behavior could mean for markets going forward. Tickers discussed: T.TO, SHOP, HOOD, DOL.TO, L.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.

* Denunció huachicol fiscal al secretario de Marina y luego lo mataron* Encuentran malos manejos por 60 mil millones en último año de López Obrador* Estados Unidos negocia con nieto de Raúl Castro transición en Cuba

Tim is a humble Navy Reservist, attorney, and pharmacist keen to serve his community (he's already president of the Del Ray Citizens Association and chair of the Alx Economic Opportunities Commission) and full of hope for a systems change approach to Alexandria's future. Fun facts - his dogs are named after hawaiian islands (Maui and Kona), and his substack is named “deep dive” like wholesome a Navy pun. His policy corners:Fiscal responsibility through growthAffordability - housing, childcare, environmental action, transitConnectedness - he wants to be the “glue”Equity through engagementLiberally Social Podcast collaborates with Ryan Belmore of The Alexandria Brief for a special collaboration series of interviews for this Firehouse City Council Primary!Vote in the Democratic Party volunteer-run firehouse primary on Saturday, February 21st from 8:30am-7pm at Cora Kelly Rec Center + Beatley Central Library OR Online if you register in advance by Friday Feb 20th at 5pm! Visit alexdems.org for more information.Want to watch this as a video? https://www.alexandriabrief.com/podcast Want to check out Tim's campaign? https://www.timforalexandria.com/

Opposition seizes on SNA review which Government pauses, IFAC issues warnings again on corporation tax and another Siege of Limerick?

The Constitution Study with Host Paul Engel – The only reason the federal government hasn't declared bankruptcy already is that countries keep pumping money into the government, praying that it won't collapse until after they're gone. I don't know about you, but that doesn't sound like they're meeting their fiduciary responsibilities. If you want to know why fiscal mismanagement in the federal government is so...

On this Wednesday edition of Sid & Friends in the Morning, Sid covers Mayor Mamdani's proposed $127 billion NYC spending plan and $5.4 billion budget gap, warning of a possible 9.5% property tax increase if Albany won't approve an election-year tax hike on wealthy residents and corporations; Hillary Clinton accusing the Trump administration of a coverup and slow-walking and redacting Jeffrey Epstein files as she prepares for a House Oversight Committee deposition, while the White House says Trump was exonerated and argues it has released millions of files; an update on Arizona disappearance case Nancy Guthrie, where DNA on gloves found two miles from her home produced no CODIS match and will undergo genetic genealogy testing as investigators lack a leading motive theory; Stephen Colbert saying a planned interview with Democratic Texas Senate candidate James Talarico was not allowed to air due to legal concerns about the FCC equal time rule, with CBS disputing that characterization and Colbert posting the interview online; and Bruce Springsteen and the E Street Band announcing a 19-show North American arena tour, including Madison Square Garden and UBS Arena, titled the “Land of Hope and Dreams American Tour,” starting next month in Minneapolis. Charles Gasparino, Julie Menin, K.T. McFarland, Riley Gaines, Samuel Hartstein & Scott LoBaido join Sid on this hump day installment of Sid & Friends in the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

¡Buenos días, Javi y Mar! en CADENA 100 aborda la votación en el Congreso de la propuesta de VOX para prohibir el Burka y el Niqab, apoyada por PP y UPN, con los independentistas catalanes pidiendo también competencias de seguridad. Dimite José Ángel González, número dos de la Policía Nacional, tras una denuncia por agresión sexual. El Gobierno insta a la Fiscalía a investigar Instagram y TikTok por contenido ilegal. Se celebra el Año Nuevo Chino del Caballo de Fuego, comienza el Ramadán para musulmanes y el Miércoles de Ceniza para cristianos. El programa debate cómo los padres terminan haciendo los trabajos escolares de sus hijos, recibiendo llamadas de oyentes. La música incluye a Aitana ("Superestrella"), Guru Josh ("Infinity"), Sia, Manuel Turizo, Luis Capaldi, Shakira, David Guetta y Cruz Beckham, y Ximeno presenta las experiencias infantiles con disfraces de Carnaval.

New York City Comptroller Mark Levine, a Democrat just elected to the citywide position of chief financial officer, joined the show to discuss Mayor Zohran Mamdani's first budget plan, just after Mamdani released the $127 billion preliminary budget for Fiscal Year 2027 (which begins July 1, 2026). Levine discussed the city's fiscal and economic health, his initial reaction to Mamdani's budget plan (which includes a property tax increase unless the city gets more revenue through state-approved tax increases), and the next steps in the budget process. (Ep 568)

On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:(00:00) Introduction(11:23) Zoom's Business Model Evolution(20:50) AI Integrations(26:36) Anthropic Investment(32:18) AI's Dominance Over Software(39:09) The Impact of COVID on Zoom's Growth(42:25) Zoom's Pricing Power and Market Position(45:48) Capital Returns and Buyback Strategies(51:40) Valuation(55:31) Misunderstandings About Zoom's Business ModelFOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/*****************************************************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.

“Más allá de las medallas”, “Fue usted, Pedro” y “Cómo las bendiciones de un cura a una Fiscalía se convirtieron en trabas para un joven que lo denunció por violación”. Estas fueron las tres piezas periodísticas de investigación que le merecieron al equipo de Interferencia de Radios UCR el Premio Nacional de Periodismo Pío Víquez anunciado por el Ministerio de Cultura la semana pasada. Sobre cómo el periodismo éticamente riguroso coadyuva en la defensa y protección de los derechos humanos de las víctimas de acoso y abusos sexuales, conversamos con Hulda Miranda, líder del equipo investigador, y Teresita Ramellini, de la Red Feminista de Costa Rica.

Por segunda vez Hackean a la Fiscalía de Guanajuato  Quejas por cobranzas indebidas aumentan 21% en 2025: Condusef   Canadá, tercer socio comercial de México: BMMás información en nuestro podcast

En Columnistas de Mesa Central, Iván Valenzuela y Kike Mujica conversaron con Gonzalo Cordero y Marcelo Díaz sobre el revés del Ministerio Público, cuya solicitud para desaforar al gobernador Claudio Orrego fue rechazada de manera únanime en la Corte de Apelaciones.

The Constitution Study with Host Paul Engel – The only reason the federal government hasn't declared bankruptcy already is that countries keep pumping money into the government, praying that it won't collapse until after they're gone. I don't know about you, but that doesn't sound like they're meeting their fiduciary responsibilities. If you want to know why fiscal mismanagement in the federal government is so...

Guest: Selina Robinson, former Finance Minister of B.C. Learn more about your ad choices. Visit megaphone.fm/adchoices

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Se registraron tres ataques a empresas de transporte público en menos de 24 horas. - Hija de Keiko Fujimori rechaza postura de lideresa de Fuerza Popular sobre el aborto por violación: "No me representa". - José Jerí fue censurado por el Congreso y deja la Presidencia del Perú. - Los constitucionalistas que apoyan a José Jerí. - Crisis política: el papel de Fuerza Popular para que el Perú tenga 8 presidentes en 10 años. - Fiscalía puede allanar y pedir impedimento de salida del país contra José Jerí tras ser destituido, señala Tomás Gálvez. - Exclusiva: José Jerí dejó Palacio de Gobierno tras ser censurado.

Madrid multa con hasta 1000€ por residuos fuera de contenedores para concienciar. Trenes Madrid-Sevilla, retrasos mínimos; Alvia a Huelva, transbordo en Córdoba. Cinco jóvenes mueren en incendio en Cataluña; enfermera asesinada en Benicassim. El discurso político critica el "sanchismo" por señalar empresarios y por promesas de vivienda incumplidas. Escándalos de corrupción como Borja Cabezón (elusión fiscal) y Begoña Gómez (África Center, Air Europa, OMT, Koldo García) cuestionan a Sánchez. Fiscalía frena semilibertad de ETA. Congreso conmemora Constitución con ausencias. Gobierno sube el SMI 3.1% (1221€), beneficiando a 2.5M, sin acuerdo patronal. Esto genera debate sobre su impacto económico y función recaudatoria. Analistas vinculan más casos de corrupción (Air Europa, Begoña Gómez) al Presidente, critican la creación de "supervillanos" e ineficacia en vivienda y economía. Real Madrid lidera la liga.

Keaton Ross reported on ongoing technical issues that have prevented municipal voters from accessing campaign finance reports. Paul Monies looked into how one state agency is dealing with the uncertainty over federal funds under the Trump administration and government shutdowns. Elizabeth Caldwell updates us on the case of Stillwater teenager Jesse Butler who was convicted last year on 11 counts related to rape and strangulation. He received a sentence of counseling and community service, which has caused an outcry. Shaun Witt hosts.

Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing software multiples, how coding agents could reduce seat counts, and where value capture might shift next (subscriptions vs. usage-based and hybrid pricing). They also separate the real risks (in-house tools at large enterprises, margin pressure from AI features) from the overhyped ones (easy competition without distribution). The episode wraps with a candid check-in on Constellation Software’s selloff and what they’re watching going forward. Tickers of stocks discussed: CSU.TO, ADSK, MSFT, CRM, ACN, DSG, LSPD.TO, SHOP.TO, MNDY 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.

A round-up of the main headlines in Sweden on February 16th 2026. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio. Presenter: Dave RussellProducer: Kris Boswell

Shawn O'Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into advertising and password crackdowns, with much room left to run internationally. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:13:36 - How Netflix pivoted from mailing DVDs to streaming 00:14:48 - How Netflix killed Blockbuster 00:24:20 - Why the business works so well with two co-CEOs 00:46:25 - How being a first-mover got Netflix through the cash burn phase before any competition arose 00:48:29 - What Netflix is doing to sustain growth into the future 00:54:00 - What makes the company's culture so legendary 01:04:18 - Why Netflix's app just “works” better than the competition 01:18:03 - How to think about modeling NFLX's intrinsic value 01:22:28 - Whether Shawn and Daniel add NFLX 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! Value Investors Club pitch on NFLX. The Acquired podcast's episode on Netflix. Business Breakdowns' podcast on Netflix. Check out No Rules Rules by Reed Hastings & Erin Meyer. Netflix CEO Ted Sarandos on the future of entertainment. 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 Investors 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

Veronique de Rugy of the Mercatus Center analyzes tensions between the President and the Federal Reserve, warning against fiscal dominance where political pressure regarding debt forces the Fed to lower rates.1930 FDR AND SARA

Conrad Black critiques Canada's economic stagnation under Trudeau, citing fiscal indiscipline and failure to match UScorporate tax cuts, which drove investment away from Canada to its southern neighbor.1900 OTTAWA ROWING CLUB

Today's podcast begins with our memorable host, Mike Slater, chattering about the SAVE Act before asking the audience an important question that liberals seem to hate: Do you actually know where your American birth certificate is?Following that opener, Slater gabs with Breitbart's Economics Editor, John Carney, about the current financial health of this great nation under Trump 2.0. MAGA!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jeff and Jason, from the Investing Unscripted podcast, stop by the show for some general investment banter. Decent laughs, hopefully some smart thoughts, and a fun convo. Hope y'all enjoy!Sponsorship InformationThank you to ⁠⁠⁠⁠Trata⁠⁠⁠⁠ for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠⁠⁠⁠trytrata.com/brew⁠⁠⁠⁠ OG Sponsor Shoutout!Thank you to ⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠'s data is updated within minutes of earnings reports. ⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.