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Fiscal Irresponsibility, the Cost of Debt, and the Loss of Welfare Reform Lessons Veronique De Rugy of the Mercatus Center criticized Washington's fiscal irresponsibility and the mounting cost of debt, arguing that enormous deficits create an anti-growth drag on the economy. She noted that failing to cut spending is a future tax hike. De Rugy lamented the loss of lessons from the 1996 welfare reform, which showed that work requirements reduced poverty, as politicians now prioritize spending checks over fiscal prudence.D 1937
Maja Vujinovic stops by The Business Brew for a crypto discussion. Maja is CEO of FGNX, a D.A.T. The meat of this conversation is about Maja's experience in payments and how that led her to crypto. Maja then discusses Bitcoin and Ethereum's role in the modern financial system. Sponsorship InformationThank 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.TakeawaysMaja Vujinovic has been in the crypto space since 2010.Mobile payments are crucial for developing markets.Bitcoin's peer-to-peer nature addresses remittance issues.Traditional banks often overlook developing markets.Ethereum serves as a financial layer, while Bitcoin is a reserve asset.Stablecoins are essential for programmable finance.Tokenization can unlock liquidity in illiquid assets.Government regulation is crucial for crypto's future.The cultural mindset in large corporations can hinder innovation.Tokenization can expand market access and reduce operational costs. Maja believes Bitcoin is being brought mainstream by companies like MicroStrategy.Treasury companies can provide exposure to crypto assets without direct ownership.Family offices are increasingly interested in holding crypto through equity in companies.Ethereum is seen as a bridge for traditional finance to enter the crypto space.The future of finance is digital, with a focus on AI and crypto integration.Scale in the crypto ecosystem allows for greater influence and capital attraction.Vujinovic emphasizes the importance of community in the success of cryptocurrencies.The younger generation is moving away from traditional assets like treasuries.AI and crypto are expected to evolve together, creating new opportunities.Shitcoins have a place in the market, driven by community engagement.
In this episode of the Canadian Investor podcast, Simon and Dan take a look back at how markets have performed so far this year from the S&P 500’s strong double-digit gains to gold’s massive rally and the surprising outperformance of the TSX. They break down what’s been driving returns in both Canada and the U.S., why certain sectors are leading, and how rare multi-year double-digit runs really are. The discussion then shifts to AMD’s landmark deal with OpenAI and what it signals about the AI arms race, before diving into Constellation Software’s latest conference call, leadership transition, and evolving view on capital deployment. The episode wraps up with a thoughtful conversation on economic moats how they’re built, how AI may erode them, and why management ultimately determines how durable they are. Tickers of stocks discussed: SPY, ZSP, ZCN, BTC, GLD, AMD, NVDA, CSU.TO, ADBE, CNR.TO, CP.TO 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.
1. Se la quiere quitar, pero no puede, dice el Superintendente de la Policía, Joseph González, sobre la escolta de Wanda Vázquez 2. Fiscalía presentó nueva evidencia, defensa objeta y jueza Carreño pospone vista de sentencia de Wanda Vázquez para el 4 de diciembre 3. Se reincorporan a la junta de control fiscal los tres botados por Trump que le ganaron en el Tribunal Federal para el distrito de PR 4. Secretario de Salud ahora dice que no hay peligro de que WIC se quede sin fondos 5. Dalmau y el PIP se alejan de nueva alianza para enfrentar enmiendas al Código Electoral 6. Contra el reloj la AAA para uso de fondos federales 7. Cinco muertos baleados y desnudos, dos en Santurce y 3 en masacre en Carolina 8. Martes de energía con Ramón Luis Nieves 9. Donald Trump dice que no sabe quién es Bad Bunny 10. Liberada por Israel puertorriqueña que fue parte de la flotilla humanitaria que trató de llegar a Gaza. Alegan fue maltratada y torturada. 11. Mas vientos negativos a nivel federal para la comunidad LGBTQ+. Tribunal Supremo federal parece se inclina para invalidad ley de Colorado que prohíbe las terapias de conversión. 12. Converso con Mary Jo Laborde, Presidenta del Banco de Alimentos sobre el mes de la acción contra el hambreSee omnystudio.com/listener for privacy information.
Federico analiza cómo puede ser el cara a cara entre Feijóo y Sánchez con la sombra de la corrupción socialista y de José Luis Ábalos.
1. Fiscalía federal pide 12 meses de cárcel para Wanda Vázquez 2. Convención del PNP proyectó unidad, pero… ¿eliminó las dudas sobre la viabilidad de Jenniffer? 3. Alianza de todos en la oposición, menos el PIP, en contra de las enmiendas de TRS al Código Electoral 4. Insisten en aprobarán reforma contributiva en noviembre. Pero será efectiva el próximo año y no dicen si tiene el ok de la junta de control fiscal. 5. Proyecto de eficiencia gubernamental que lidera Verónica Ferraiouli no tiene fondos 6. Representante PNP le da la razón a los pilotos de la bahía en su pleito contra New Fortress. Contradice a la gobernadora. Y controvesia nos cuesta $710,000 idarios 7. Junta recomienda que el cargo para pagar las pensiones de la AEE sea permanente en la factura. 8. Bad Bunny se roba el show en Saturday Night Live y la congresista republicana Marjorie Taylor Green reacciona pidiendo legislen el English Only 9. Segunda semana de cierre del gobierno federal. Anticipan pueden terminarse los fondos de WIC 10. Y organizaciones sin fines de lucro se preparan para más recortes en fondos federales 11. DEPORTES ZONA-5 con Federico LópezSee omnystudio.com/listener for privacy information.
Harfuch informó que, según la Fiscalía de Guerrero, el sacerdote Bertoldo Pantaleón murió arriba de su camioneta, presuntamente asesinado por su propio chofer
Braden’s back with Simon and Dan for the quarterly mastermind discussion. In this episode we primarily talk about Constellation Software’s wild week: Mark Leonard’s abrupt exit for health reasons following a rare conference call with investors on AI. We weigh continuity vs. key-person risk, why the slower pace of big deals might be prudence (not decay), and whether AI fears are overblown for mission-critical vertical software. Tickers discussed: CSU.TO 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.
On this episode of the podcast, South Carolina Congressman Ralph Norman pulls back the curtain on Washington's latest standoff. Norman doesn't mince words — he blames Democrats for blocking a clean continuing resolution (CR) and prioritizing billions in spending for illegal immigrants and public broadcasting over American taxpayers.Norman highlights his own amendment to halt Congressional pay during government shutdowns and praises President Trump's record on drug price reform, border security, and leadership that put Americans first.You can learn more about Rep. Norman by following his accounts on X: @RepRalphNorman and @RalphNorman or by visiting his gubernatorial candidate website: RalphNormanForGovernor.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Washington is once again at a standstill. The latest federal shutdown is more than a partisan clash—it's a reminder of how badly America needs real fiscal discipline. Endless spending battles, continuing resolutions, and bloated budgets have left taxpayers footing the bill for a government that refuses to live within its means. President Trump has warned of “irreversible” changes to the federal workforce during this shutdown, but the deeper problem isn't staffing levels—it's a budgeting process that's broken at its core.Sound economics goes beyond fiscal responsibility. Free trade, open markets, and competition—not tariffs, subsidies, or mandates—are what drive prosperity. From tariffs on movies and medicine to micromanagement of banking and biotech, Washington has drifted far from the principles that once made America the world's economic leader. It's time to rein in unnecessary spending, reject protectionism, and return to policies that let people prosper!In this episode of This Week's Economy, I'll break down the latest news—from the shutdown to new Trump administration tariffs—and share solutions that can move us forward. In today's episode of This Week's Economy, join me for Econ 101 as we explore whether markets ever truly fail. You can catch the full episode on YouTube, Apple Podcast, or Spotify.Visit: VanceGinn.comSubscribe: VanceGinn.Substack.com
En el PPP 402: la Junta de Supervisión Fiscal le ganó a Trump en los tribunales, pero el pleito sigue vivo. Además, analizamos las últimas encuestas de LIT Data que ponen a correr a todos los partidos, y miramos cómo se mueven las fichas de cara al 2028. Fuera del ámbito local, la noticia internacional del día es el acuerdo de paz propuesto entre Hamas, Estados Unidos e Israel. Y como siempre, añadimos un poco de sabor con las convenciones políticas y un chismesito entre Miguel Romero y el gobierno central. Y no olvides, octubre llega con agenda cargada: Oktoberfest en la Cervecera Frutos del Edén, el Abrazo Patroncito en Ponce el sábado 25 de octubre, y mucho más. Si fueras integrante de nuestro Patreon, hubieras escuchado este episodio ayer. Únete ahora en patreon.com/puestospalproblema! Presentado por AeroNet – Nuevo plan GigaFaster Essential: 200/50 Mbps por $99 al mes, con router WiFi incluido.
FullPass busca aclarar polémica por venta de boletos de la F1 Cineteca Nacional celebra la magia del stop-motion mexicanoEU estudia moneda con la imagen de TrumpMás información en nuestro podcast
HEADLINE: Javier Milei's Struggle for Fiscal Discipline Amid Midterm Elections GUEST NAME: Mary Anastasia O'Grady SUMMARY: John Batchelor speaks with Mary Anastasia O'Grady about Argentine President Javier Milei's October 26 federal election challenge. His party, Liberty Advances, must prevent opposition Peronists from winning a supermajority that would override his spending vetoes. Milei champions fiscal discipline against the left's debt monetization plans. 1914 BUENES AIRES
durée : 00:02:00 - L'Humeur du matin par Guillaume Erner - par : Guillaume Erner - Hier, c'était Yom Kippour. Pas la raison pour laquelle il n'y a pas eu de Matins, mais tout de même un jour singulier : celui où l'on demande pardon. La tradition est simple : on implore sept fois le pardon de ses semblables, car Dieu, lui, est miséricordieux, il pardonne toujours. - réalisation : Félicie Faugère
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 (01:13) AI and E-commerce: Shopify's Partnership with OpenAI(07:25) Nike's Earnings Report: Challenges and Market Position(14:09) The Emergence of the Texas Stock Exchange(22:58) Never Sell Stocks: Criteria and Personal Picks(44:47) Spotify's Leadership Transition and Its Implications(48:21) Project Kuiper: Amazon's Ambitious Venture(51:58) Portillo's: A Fresh Perspective on a Struggling Stock(52:52) Electronic Arts: The Largest Leveraged Buyout Ever(58:23) Bill Ackman's Shareholder Letter Insights*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
Fiscalía Edomex informará sobre el caso de B-King y Regio Clown Ejército despliega apoyo tras lluvias en Morelos y JaliscoEl 2 de octubre se conmemora el Día Internacional de la No ViolenciaMás información en nuestro podcast
PREVIEW HEADLINE: Javier Milei's Struggle for Fiscal Discipline Amid Midterm Elections GUEST NAME: Mary Anastasia O'Grady 50 WORD SUMMARY: John Bachelor speaks with Mary Anastasia O'Grady about Argentine President Javier Milei's October 26 federal election challenge. His party, Liberty Advances, must prevent opposition Peronists from winning a supermajority that would override his spending vetoes. Milei champions fiscal discipline against the left's debt monetization plans.
In this episode, we dig into some big moves across markets. Spotify is shaking things up with Daniel Ek stepping down as CEO and a new co-CEO model taking over. Nike finally posts sales growth after a tough stretch, but margins remain under pressure as rivals like On and Hoka keep gaining ground. Algoma Steel gets a $500M government loan as tariffs hammer its U.S. exports, raising questions about its future. We also break down Air Canada’s revised guidance following its labour dispute, and take a look at Costco’s strong results and what its valuation means for investors. Tickers of stocks discussed: SPOT, NKE, ASTL.TO, AC.TO, COST Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
La reforma a la Ley de Amparo recibió el visto bueno en Comisiones del Senado y el Pleno de la Cámara Alta, a pesar de los argumentos de la oposición y la sociedad civil sobre algunas preocupaciones. Hamás ya está negociando el plan de paz con Israel presentado por el Gobierno estadounidense. De acuerdo con miembros de Hamás, el grupo palestino está buscando algunos cambios antes de poder aceptar el plan tal como está. Además… Diputadas del PAN y MC le pidieron a la Fiscalía de Morelos que investigara un posible caso de corrupción durante el gobierno de Cuauhtemoc Blanco; Clara Brugada dijo que el socavón que se registró en el puente de La Concordia es “una grieta”; La administración general del gobierno estadounidense está en un “shut down” parcial; Tres presuntos miembros de Hamás fueron arrestados en Berlín; La conservacionista británica Jane Goodall falleció a los 91 años; Y el vicepresidente de la Fifa aclaró que Donald Trump no tiene la autoridad para cambiar sedes de la Copa del Mundo 2026. Y para #ElVasoMedioLleno… Se estrenó Entre Sonidos y Silencios, una serie audiovisual producida por Ibero 90.9, la Ibero y Yael Yancelson que busca dar contenido de calidad a la comunidad de personas con discapacidad auditiva.Para enterarte de más noticias como estas, síguenos en redes sociales. Estamos en todas las plataformas como @telokwento. Hosted on Acast. See acast.com/privacy for more information.
Federico repasa las nuevas investigaciones de la Fiscalía europea que implican a Begoña captando fondos para sus negocios desde Moncloa. Federico Jiménez Losantos repasa las nuevas investigaciones de la Fiscalía europea que implican a Begoña Gómez en la labor de captación de fondos para sus negocios desde Moncloa. Con Rosana Laviada y Vanessa Vallecillo.
Roger welcomes Kurt Couchman, senior fellow in fiscal policy at Americans for Prosperity, for a conversation on the risks of the nation's growing debt and his proposal for a balanced budget amendment to restore sound governance.They discuss why fiscal insolvency threatens future generations, how intergenerational debt burdens undermine prosperity, and why Congress struggles to act despite bipartisan public support for reform. Couchman explains “fiscal democracy,” outlines his balanced budget amendment, and shares lessons from countries like Switzerland and Sweden. The discussion also touches on the politics of government shutdowns, Social Security's unsustainable path, and how institutional reforms could improve Congress' ability to govern responsibly.Kurt Couchman is the author of “Fiscal Democracy in America: How a Balanced Budget Amendment Can Restore Sound Governance.” He has worked on Capitol Hill as a congressional staffer, at leading budget policy organizations, and is a frequent commentator in national media on fiscal issues. A TFAS alumnus, Couchman received the 2023 Kevin Burkett Alumni Service Award for his contributions to the TFAS community.The Liberty + Leadership Podcast is hosted by TFAS president Roger Ream and produced by Podville Media. If you have a comment or question for the show, please email us at podcast@TFAS.org. To support TFAS and its mission, please visit TFAS.org/support.Support the show
On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:(00:00) Introduction (02:25) The Appeal of Small Cap Investments(05:12) Opendoor(31:37) Portillo's Value Degen Substack: https://unemployedvaluedegen.substack.com/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Vince dives into the preliminary investigative report into CATS, released by North Carolina State Auditor Dave Boliek. Plus, looking at the fallout from the government shutdown. That and much more on The Vince Coakley Radio Program.See omnystudio.com/listener for privacy information.
O governo dos EUA enfrenta novamente o risco de paralisia por causa do teto da dívida. Mas, em meio à crise fiscal, surgiu uma proposta nada convencional: reprecificar as reservas de ouro americanas. Essa manobra poderia liberar US$ 1 trilhão para o Tesouro, mas com um custo altíssimo — inflação e perda de confiança no dólar.Neste vídeo, explico como essa “alquimia financeira” funcionaria na prática, os precedentes históricos e o que poderia acontecer com os mercados globais caso essa medida realmente saia do papel.
◉ Búscanos en todas las redes sociales como abejorromedia
En más notas, Gobierno de CDMX propone limitar velocidad de transportes de sustancias peligrosas a 30 km / h, en información internacional, tensión mundial: Trump envía submarinos nucleares a Rusia, y en los espectáculos, homicidio del estilista Miguel de la Mora en Polanco fue ataque directo, no cobro de piso: Mauricio Tabe Hosted on Acast. See acast.com/privacy for more information.
Susan Pendergrass speaks with Marty Lueken, director of EdChoice's Fiscal Research and Education Center, about the 2025 Fiscal Fact Book. They discuss how much is really spent per student, where the money comes from, why staffing has grown even as enrollment has declined, the fiscal impact of school choice programs, and more. Produced by Show-Me Opportunity
La mayoría de franceses quiere subir masivamente los impuestos a los ricos para reducir su enorme déficit público. Pero no funcionará. Hosted on Acast. See acast.com/privacy for more information.
The Valencia region ve el paso de la DANA, con las alertas rebajadas, aunque se mantiene la vigilancia. En el ámbito político, un informe de la UCO confirma el uso indebido de recursos públicos por parte de Begoña Gómez, esposa del presidente del Gobierno, mediante correos electrónicos de su asesora para negocios privados, lo que implica acusaciones de malversación y tráfico de influencias, con una investigación en curso de la Fiscalía Europea. En el plano internacional, Donald Trump anuncia un plan de paz para Gaza, que Israel y naciones árabes aceptan, mientras Hamás lo estudia con escepticismo inicial, ante la advertencia de Trump de vía libre para Israel si lo rechaza. El Gobierno español no presenta los Presupuestos Generales del Estado dentro del plazo legal, lo que genera debate sobre la legalidad y su estrategia política. COPE destaca la historia de superación de Gloria, concejala con parálisis cerebral en Cádiz, y analiza las negociaciones Zapatero-ETA reveladas por Objectiv. ...
El presidente Yamandú Orsi y el ministro del Interior, Carlos Negro, recibieron en la Torre Ejecutiva a autoridades de los partidos políticos para evaluar la situación luego del atentado contra la fiscal de Corte, Mónica Ferrero. Asistieron Fernando Pereira y Verónica Piñeiro, por el Frente Amplio; Álvaro Delgado, por el Partido Nacional; Andrés Ojeda, por el Partido Colorado; Pablo Mieres, por el Partido Independiente, y Guido Manini Ríos e Ignacio Curbelo, por Cabildo Abierto. A excepción de los cabildantes, todos ellos hablaron con la prensa al término de la reunión. A la salida de la audiencia, el ministro del Interior, Carlos Negro, informó que la investigación por el atentado contra la fiscal de Corte registra avances y llamó a dar una “fuerte respuesta institucional de unidad” frente a cualquier intento de violencia contra personas o instituciones. Además, vinculó los ataques de los narcotraficantes al “trabajo y combate permanente” del Ministerio. Consultado en rueda de prensa, el jerarca respaldó el pedido del presidente Yamandú Orsi de agilizar el tratamiento del proyecto de ley remitido por el Poder Ejecutivo para modificar la legislación contra el lavado de activos. Consultado sobre la custodia de Ferrero, Negro explicó que se aplicaron las normas previstas en el protocolo y acordadas con la fiscal, aunque aclaró que ahora se está reforzando la seguridad de ella y de otros funcionarios. Esta novedad remite al comunicado que emitió el domingo la Asociación de Magistrados Fiscales del Uruguay dónde además de expresar el repudio frente al ataque y manifestar la profunda solidaridad con la Dr. Ferrero, el texto señalaba que el hecho es de extrema gravedad pues si la máxima jerarquía de la Fiscalía General de la Nación es objeto de una agresión de esta magnitud, qué se puede esperar respecto de la seguridad de los demás fiscales que día a día desarrollan su labor en primera línea. Además agrega: “desde hace tiempo venimos denunciando la exposición extrema, la falta de garantías de seguridad adecuadas y la debilidad institucional que enfrentamos los integrantes del Ministerio Público”. Conversamos En Perspectiva con Willian Rosa, presidente de la Asociación de Magistrados Fiscales del Uruguay
Netskope, a competitor in cloud security and SASE, has just hit the public market with its new IPO (NTSK). While the company operates in the booming cybersecurity industry and is growing revenue at over 30%, there are several critical risks potential investors must consider.In this analysis, we run Netskope through our investing framework to uncover the opportunities and the red flags. We'll explore its innovative SASE platform, the ongoing "Browser Wars" in the AI era, and the complicated legal battles and shareholder structure lurking beneath the surface. Is this a top cybersecurity stock to buy now, or a high-risk bet for your portfolio?In this video, we cover:[00:00:00] A Hot New Cybersecurity IPO: Introducing Netskope and its role in the emerging "Enterprise Browser Wars".[00:01:00] The Venture Capital Connection: Examining the role of top shareholder Lightspeed Ventures and its connection to another recent IPO, Rubrik[00:03:00] The SASE Market Opportunity: A breakdown of Netskope's focus on the Secure Access Service Edge (SASE) market and how its platform unifies cloud security.[00:05:00] Patent Battles & Legal Risks: Netskope's ongoing legal proceedings with competitor Fortinet over patent infringement claims.[00:06:00] Complex Shareholder Structure: Unpacking the risks of the dual-class share structure, where Class B shares get 20 votes each, concentrating control among insiders and VCs.[00:08:00] The Financial Red Flags: Netskope's GAAP net losses and negative free cash flow, despite impressive revenue growth.[00:10:00] Balance Sheet Concerns: A look at potential burdens on common shareholders from convertible debt and preferred stock.[00:11:00] Our Final Takeaway: Why we are still interested in Netskope as a potential small bet and a hedge against SASE leaders like Palo Alto Networks and Fortinet.What are your thoughts on the Netskope IPO? Let us know in the comments below!
NotiMundo al Día - Ramiro García - Fiscalía pide prisión preventiva para Aquiles Alvarez by FM Mundo 98.1
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Cuatro personas que vivían en una residencia de mayores de la localidad sevillana de La Algaba han fallecido tras detectarse un brote conjunto de Gripe A y de Covid-19. Hay en total 22 personas contagiadas en un centro que mantiene todos los protocolos activos para tratar de evitar más contagios. El defensor del paciente ha trasladado a la Fiscalía un informe con las denuncias de pacientes con cáncer de mama de Sevilla afectadas por retrasos en el programa de detección precoz. Unas demoras que han llegado a ser de hasta un año y con pacientes enterándose cuando ya tenían un pronóstico grave. De la política, el martes nos deja la sorpresa de la publicación, justo dentro de un mes, del libro del presidente de la Junta, Juanma Moreno. "Manuel de convivencia. La vía andaluza" es su título, y en él, según la editorial Espasa, Moreno explica su línea política que él mismo define como moderada e independiente.Continúa en Algeciras el juicio por el hundimiento del pesquero sospechoso de dedicarse al narcotráfico Rúa Mar. Hoy las familias de los seis tripulantes muertos consideran probado que el armador es el responsable y esperan que los peritos corroboren estos hechos.Escuchar audio
Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants—semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs—this episode looks at some of the less obvious but equally important beneficiaries of AI. From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI’s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation—sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook. Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you’re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas. Tickers discussed: Utilities & infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB Commodities & energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO Cybersecurity: CRWD, PANW, HAK, CYBR.TOConsulting & IT services: ACN, IBM, INFY Industrial automation: ROK, ABB, PNG.V 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.
On this episode of Reaganism, Roger Zakheim and Jonathan Burks explored how to secure a durable, bipartisan fix to America's fiscal challenges—especially Social Security—without defaulting to lowest-common-denominator politics. Burks argued that trillion-dollar (and rising) deficits, debt service now rivaling or exceeding major programs, and higher interest rates make action unavoidable; any real solution will require both spending restraint and new revenue. They discussed President Trump's tariffs, with Burks noting tariff receipts are too small and economically inefficient to close the gap and that policy/legal uncertainty is chilling investment and manufacturing jobs. Drawing on his Hill experience, Burks explained why continuing resolutions and executive workarounds (e.g., rescissions, reconciliation) are poor substitutes for bipartisan appropriations that give industry long-term certainty—vital for defense and other priorities. They concluded with a discussion on the future of Social Security. Burks argued that there is bipartisan consensus on the path to make the program solvent: gradually raise the retirement age, modestly adjust payroll taxes (with protections for physically demanding careers), and act soon—pointing to strong public support for fixing the program if leaders level with voters.
Guests John Turley-Ewart — Risk management consultant specializing in capital markets with extensive experience on Bay and Wall Streets; Certified Anti-Money Laundering Specialist; contributor to The Globe & Mail. Katie Pasitney — with the Universal Ostrich Farm in Edgewood, BC. Segment 1 — “Dear Canada: Nobody's Coming to Save Us” Turley-Ewart unpacks his Globe & Mail piece and argues Canada is losing ground on productivity, capital, and talent. Why cheering a proposed US$100,000 H-1B fee is “self-delusion”: high-skill workers and companies still prefer the U.S. Tech drain: startups headquartering abroad to raise more capital; policy programs seen as out of touch with operators. Structural headwinds: tax burden, weak industrial investment since the early '80s, and health-care capacity gaps. What to fix: rebuild manufacturing, unlock LNG/natural resources, drop interprovincial barriers, reward investment, and create policy certainty that beats (not just matches) the U.S. Fiscal reality check: rising deficits/debt squeeze future social spending and opportunity for younger Canadians. Segment 2 — Edgewood Ostrich Farm vs. CFIA Katie Pasitney updates the legal fight over the flock after earlier bird deaths linked to avian influenza. Farm seeks independent testing of the surviving ostriches; says offers to fund testing have been rebuffed. Interim stay in place; concerns raised about animal care, community tensions, and the costs of enforcement. Core question: if birds are healthy and not shedding, should culling proceed—or should testing decide the outcome? Segment 3 — Does Staging Sell Homes? A pro stager and a veteran realtor weigh in: staging helps buyers visualize living in the space and can reduce objections. Typical playbook: neutral décor, rentals for key rooms, curb-appeal tune-ups; agents often cover staging costs. Market nuance: still-hot pockets vs. buyer's-market caution; write appliances (make/model) into offers to avoid swaps. Listen Catch The John Oakley Show live weekdays 3–6pm on 640 Toronto, stream anytime at 640toronto.com, or on the iHeartRadio app. Learn more about your ad choices. Visit megaphone.fm/adchoices
La Policía investiga el atentado que la fiscal de Corte, Mónica Ferrero, sufrió en la madrugada de este domingo en su casa de Brazo Oriental, en Montevideo. Hasta el momento hay dos personas detenidas. Para analizar el caso, el presidente Yamandú Orsi convocó para este lunes a las 10.00 una reunión en Torre Ejecutiva con la ministra de Defensa, Sandra Lazo, el ministro del Interior, Carlos Negro, y la propia fiscal de Corte. A las 5 de la mañana de ayer dos personas ingresaron al patio trasero de la casa de Ferrero y, según la primera versión, efectuaron disparos que dañaron parte de la vivienda pero no provocaron heridos. Horas más tarde surgió la información de que al menos una de las detonaciones no habría sido un disparo, sino una granada u otro explosivo. Había custodia policial afuera del predio del lado delantero de la vivienda. Pocas horas después, la Policía encontró incendiada una camioneta en el barrio 40 Semanas, que se presume fue utilizada en el ataque. Además, en la zona del Marconi fue hallado un automóvil negro, en el que circulaban un hombre y una mujer que quedaron detenidos y cuya participación directa en el hecho aún se está indagando. El caso, considerado una amenaza vinculada al narcotráfico, está a cargo de la fiscal de Estupefacientes Angelita Romano. Unas 12 horas después del atentado contra la fiscal de Corte, el ministro del Interior, Carlos Negro, brindó una conferencia de prensa en la que expresó su respaldo a Ferrero y aseguró que todos los responsables del ataque “van a caer”. Lo hizo acompañado por la subsecretaria, Gabriela Valverde, y el director de la Policía Nacional, José Azambuya, luego de reunirse con el Comando de la Policía. Emiliano Cotelo profundiza sobre esta noticia con Javier Benech, director de Comunicación de Fiscalía.
La Mesa - Lunes 29.09.2025 - 1 Atacaron la casa de la Fiscal de Corte Mónica Ferrero by En Perspectiva
México y EU crean grupo binacional contra el huachicol fiscal y tráfico de armas, EU eleva compras de bienes a Vietnam, pero muy poco a México y Pemex limita ventas externas de crudo y apuesta por refinerías nacionales, con Gonzalo Soto y Diana Gante.00:00 Introducción01:21 México y EU crean grupo binacional contra el huachicol fiscal y tráfico de armas06:33 EU eleva compras de bienes a Vietnam en 43.7%; a México apenas en 6.5%08:53 Pemex limita ventas externas de crudo y apuesta por refinerías nacionales12:56 El riesgo oculto de los plaguicidas: más de 30,000 intoxicaciones en una década18:58 Renault instala en México un hub de compras de autopartes para surtir plantas de Sudamérica
En este episodio hablamos con Édgar Ortiz sobre un tema que marcará el futuro político de Guatemala: las elecciones del 2026. Se elegirán autoridades clave como magistrados del Tribunal Supremo Electoral, la Corte de Constitucionalidad y la Fiscalía General, que tendrán un impacto directo en las elecciones del 2027. A lo largo de la conversación desmenuzamos cómo funcionan estos procesos, las irregularidades que arrastran y por qué es fundamental entenderlos si queremos elecciones libres y democráticas. Un episodio didáctico y claro para comprender qué está en juego antes de llegar a las urnas en 2027.Gracias a nuestros patrocinadores:Party SmartCocina y másSíguenos en nuestras redes sociales:Whatsapp:https://whatsapp.com/channel/0029VaFGJYN7z4ko8qL0Rk3USpotify:https://open.spotify.com/show/6nwrSBjxwubm0nJlEDoJdD?si=d2a6238d0a05462eTiktok: / tangentepodcast X: / tangentegt Facebook: / tangentegt Instagram: / tangente_gt
#partidismo #corrupción #puertorico El activismo político de la designada a la Oficina del Contralor y de una candidata a ser Fiscal de Distrito son los últimos ejemplos del banco de talento de la tercera gobernadora del Partido Nuevo Progresista en 12 años. ¡Conéctate, comenta y comparte! #periodismoindependiente #periodismodigital #periodismoinvestigativo tiktok.com: @bonitaradio Facebook: bonitaradio Instagram: bonitaradio X: Bonita_Radio
(The Center Square) – Discretionary spending by Illinois state leaders has increased more than $16 billion since J.B. Pritzker became governor nearly seven years ago. That is a total increase of about 43%. Before Pritzker, the state's general fund spending was roughly flat or had modest increases, according to state data. Republican Gov. Bruce Rauner was in office for part of that time. In the years of financial data reviewed by The Center Square, Democrats have been in control of the state legislature and most statewide offices. A notable exception was Rauner's single, four-year term as governor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (02:26) AI Boom and Market Implications(08:35) Electricity Consumption and AI(16:43) Drafting Future Share Cannibals(21:09) Criteria for Selecting Share Cannibals(41:39) Mark Leonard's Legacy and Constellation Software(47:10) Yelp's Business Model and Market Position(53:15) Compass's Disruption in Real Estate(59:14) Listener Questions *****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
This week, Dan Rasmussen - founder of Verdad Advisors and author of The Humble Investor - drops by to challenge conventional wisdom, discuss humility, and stir up some lively debate. In this conversation, Dan discusses his investment philosophy; focusing on the risks associated with private equity, the unpredictability of future growth, and the importance of patience in investing. Dan also touches on his approach to investigating biotech investing. We hope you enjoy the show. Sponsorship InformationThank 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.TakeawaysPrivate equity is often treated as less risky than it truly is.The recent decline in private equity fundraising indicates a shift in investor sentiment.Future growth rates are unpredictable.Focus on profitability and quality in business investments.Volatility is predictable both in cross-section and time series.Japan may be a good place for value investors to hunt.
In this episode, we break down Constellation Software’s recent AI focused investor call. What management actually said and how it could shape M&A and vertical markets. We then do a deep dive into the new short report that was published on the subprime lender GoEasy with a balanced look at the key allegations, the numbers (interest receivable, charge-offs, delinquencies), and what to watch next. Tickers of stocks discussed: CSU.TO, GSY.TO 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.
Axel Merk, CIO and founder of Merk Investments with nearly $3 billion in AUM, shares his perspective on the current macro landscape and gold's surge to record highs. In this episode, Merk explains how "fringe" fiscal sustainability concerns have moved mainstream, driving gold to new highs above $3,700. He provides a gold mining primer, distinguishing between speculative junior miners and established producers, while focusing on developers with proven management teams as the "scarcest resource." Merk criticizes the Fed's evolution into micromanaging the economy through its "toolkit," arguing this creates inefficient capital allocation and enables political irresponsibility. He notes gold's correlation breakdown due to dollar weaponization and sees continued upside potential, though warns against overexposure, emphasizing that the best investment advice is to "invest in yourself" and control spending.This episode is sponsored by Monetary Metals. Visit https://monetary-metals.com/juliaLinks:https://www.merkinvestments.com/https://x.com/axelmerkTimestamps: 0:00 Welcome and introduction - Axel Merk returns after 6 months0:38 AUM growth from $2B to $3B reflects gold space interest1:29 Liberation Day framework - tariffs impact financial flows3:04 Fringe views moving mainstream amid elevated valuations3:49 Long-term fiscal sustainability concerns driving gold investment6:08 Fed micromanaging economy enables political irresponsibility7:47 Gold's parabolic rise - perception vs reality of "barbarous relic"10:23 Gold mining dynamics - junior miners haven't had explosive rally yet13:10 Gold Mining 101 - conservative vs speculative investor profiles15:23 Big miners' over/under-investment cycle post-financial crisis17:19 Developer focus - scarcest resource is good management18:31 Junior vs major miners - venture capitalists with hard hats21:14 Gold correlation breakdown - weaponization changed dynamics24:37 Fed micromanagement critique - toolkit means intervention26:48 Inefficient capital allocation favors big companies27:58 Preventing recessions vs natural business cycles31:58 Gold as 20-year hedge - glad you had it in hindsight32:32 Silver complexity - industrial use creates volatility36:02 Investment advice - invest in yourself first, control spending