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In this solo episode, Simon dives into how he uses AI, particularly large language models like ChatGPT as a tool to become a more efficient investor. From idea generation and researching new concepts to validating metrics, spotting historical patterns, and even playing devil’s advocate on stock ideas, Simon shares practical ways AI can save time while highlighting the caveats and pitfalls investors need to watch out for. He also explores how hedge funds are adopting AI today, from market prediction and portfolio optimization to compliance and operations. Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
En nuestro nuevo año fiscal que inicia a partir de hoy 1 de septiembre, es clave mantener el enfoque en tus primeros 100 días….
What's Steve D been doing with his plums? Find out on this week's PlayingFTSE Show!Matching results this week for the Steves. Both down, both in between the FTSE 100 and the S&P 500, but both the same – not a particularly noteworthy performance.Nvidia's remarkable growth story continues, but how remarkable actually is it? It's twice Alphabet's market cap for half the revenues and Steve W isn't sure that's a good deal.On top of that, there's the China issue to think about. That's weighing on guidance at the moment, but could things come through better than expected in Q3?Gamma Communications is a stock UK investors have been talking about for a while. But despite growing steadily, it's down 33% over the last five years. It turns out remote working isn't as much of a thing as people thought, but the business is impressive. And at a P/E ratio below 15, is it now in value territory?Steve D has a look at the latest earnings from Crowdstrike. Revenue growth is impressive and it's fast-establishing itself as an indispensable part of business tech. So far, though, it hasn't generated any cash net of share buybacks. So is a market cap north of $100bn too much for a company that still requires investors to wait?SSPG does not stand for Steve, Steve, and Paul. It's a FTSE 250 travel retail company, with names like Upper Crust,and Caffe Ritazza, as well as some well-known franchises.With WH Smith in the middle of an accounting scandal, is the stock worth checking out? UBS has a Sell rating on it, but does Steve W have a more positive view?Only on this week's PlayingFTSE Podcast!► Get a free 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 analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.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 WEEKS8:43 NVIDIA26:40 GAMMA COMMUNICATIONS40:56 CROWDSTRIKE58:52 SSP► 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.
Conversa com Zé Márcio Gabriel Barros
JK Cast #235 - PCC e Faria Lima, DREX, PIX e a sua Liberdade, O Mito da Austeridade Fiscal
Fed Chair Jerome Powell clearly signalled at Jackson Hole that a rate cut at the Fed's September meeting is likely. In this episode of the Beyond Markets podcast, Helen Freer talks to Julius Baer's Head of Fixed Income Research, Dario Messi, about what a resumption of the Fed's rate-cutting cycle would mean for bond markets. They also discuss the current fiscal concerns and the expected impact of tariffs on inflation, both in and outside of the US.(00:32) - Introduction (00:50) - What would the resumption of a rate-cutting cycle by the Fed mean for bond markets? (02:27) - What impact will the fiscal concerns have? (03:37) - What duration is currently appropriate in a bond portfolio? (04:32) - What impact might tariffs have on fixed income markets? (07:05) - Is the Fed's independence really in danger? (08:46) - Should investors consider corporate credit exposure? (09:37) - Would exposure to European corporate bonds also be appropriate? (11:11) - Summary and closing remarks Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
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 (01:27) Deep Dive into Nvidia's Earnings(10:34) The Importance of Federal Reserve Independence(21:50) Market Reactions and Future Predictions(29:06) Autodesk Earnings and Market Implications(31:38) Autodesk's Financial Performance and Management Challenges(35:29) New Bank's Growth and Market Positioning(40:47) Mercado Libre's Competitive Landscape and Growth Prospects(44:26) Corporacion America Airports: A Low-Risk Investment Opportunity(50:24) Boston Beer Company: Navigating the Alcohol Market(54:12) Identifying Companies with Pricing Power*****************************************************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.
Fallece una de las bebés abandonadas en CDMX, la Fiscalía ya investiga Trump amenaza con fuerza militar contra el narco venezolanoMás información en nuestro Podcast
En el podcast hablamos de los titulares de la edición 2683 del 29 de agosto al 4 de septiembre de 2025 del Semanario ZETA.Adiós a Salomón Cohen pionero del comercio.El Mayo termina era criminal cooperando con Estados Unidos.Cárteles y extorsiones rebasan a Gobierno y Fiscalía.BC: 101 menores detenidos; 320 con medidas cautelares. Los detalles en la edición impresa del Semanario ZETA y en nuestro sitio web www.zetatijuana.com
29 08 2025 A LA GRAN 730 - Ingrid Cubilla, Fiscal by ABC Color
In this episode of The Canadian Investor Podcast, we cover a packed week of market-moving news. We start with reports that Bain Capital may be taking Canada Goose private, with bids valuing the luxury parka maker well above its current market cap. Next, we break down Fed Chair Jerome Powell’s latest speech at Jackson Hole, where cooling growth, sticky inflation, and tariff-driven price shocks shaped the market’s outlook on rate cuts. We also look at Scotiabank’s surprising earnings beat, why their international arm is still a drag, and whether their promise of “pruning” is finally over. On the macro front, we discuss Trump’s efforts to reshape the Federal Reserve and the U.S. government’s growing trend of taking equity stakes in strategic companies like Intel and MP Materials. Finally, we wrap up with another strong quarter from Dollarama, which continues to post impressive growth while expanding globally. Tickers of stocks discussed: MP, INTC, DOL.TO, BNS.TO, LMT 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.
¿Cómo es la evolución que han tenido las finanzas públicas en el último tiempo? Análisis del economista Luciano Magnífico.
El caso de Ximena conmocionó a Chiapas. Según la investigación, la joven de 22 años fue atropellada deliberadamente por Jovana Karina, expareja de su novio. El ataque le provocó graves fracturas, hemorragias internas y lesiones que podrían cambiar su vida para siempre. La familia de Ximena sostiene que las amenazas y el acoso que recibía eran una advertencia de lo que finalmente sucedería. Tras el incidente, las autoridades estatales arrestaron a Jovana Karina, quien fue acusada de intento de feminicidio y trasladada al penal de El Amate. Mientras tanto, la madre de Ximena ha compartido con los medios el dolor de ver a su hija debatirse entre la vida y la posibilidad de sufrir consecuencias irreversibles. El caso ha desatado un acalorado debate sobre los celos, la violencia y el peligro de no responder a tiempo a las señales de acoso. Pero la historia no termina ahí. La madre de Jovana afirmó que su hija seguía legalmente casada con Josué, el novio de Ximena, lo que cambió la percepción pública del caso. ¿Se trató de un acto de celos excesivos? ¿O un intento de eliminar a una rival? En este vídeo analizamos cada versión y los hechos confirmados por la Fiscalía. Entra a happymammoth.com usando PEPEMISTERIO y recibe 15 % de descuento en tu primer pedido._________________Distribuido por Genuina Media
President Trump's tariffs will lower deficits by an estimated $4 trillion, per a Congressional Budget Office projection released last Friday. While consumer confidence has dipped, the President has assured that the nation's economic tide is turning, as companies both foreign and domestic expand inside the U.S. Former member of the National Security Council during Trump's first term and Senior Fellow at the Atlantic Council Alexander Gray joins to explain the benefits of the Trump administration's “Liberation Day” tariffs as well as weighing in on President Trump's push to end the Russia-Ukraine conflict. Juvenile crime has become a growing concern across the country, with communities struggling to strike a balance between accountability and rehabilitation. From curfews to new ordinances, officials are looking for methods to rein in disruptive and sometimes violent criminal behavior and get kids back on track. University of Miami sociology professor and former director at the Federal Bureau of Justice Statistics, Alex Piquero, joins the Rundown to break down the trends and if juvenile crime really is on the rise in America. Plus, commentary from Co-Chair of the Republican National Committee Youth Council, CJ Pearson. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices
#culpable #corrupción #pnp La gobernadora sucesoral, Wanda Vázquez Garced, podría convertirse en la primera persona que ocupó la gobernación de PR en ser convicta de un delito si la jueza federal, Silvia Carreño Coll acepta el acuerdo de culpa que supone que hará admisión de haber aceptado una oferta de contribución ilegal a su campaña a la primaria a la gobernación en el 2020. | La demanda de LUMA Energy contra la Administración de Alianzas Público Privadas en el pleito de quiebra de la AEE y la virazón de un grupo de buitres que ahora quieren un pago mayor al que habían acordado con la Junta de Control Fiscal. ¡Conéctate, comenta y comparte! #periodismoindependiente #periodismodigital #periodismoinvestigativo tiktok.com: @bonitaradio Facebook: bonitaradio Instagram: bonitaradio X: Bonita_Radio¡Conéctate, comenta y comparte!
On this episode of Chit Chat Stocks, we continue our Super Investor series by covering Dev Kantesaria of Valley Forge Capital. The Buffett disciple has invested in huge winners over the last two decades including S&P Global, Fico, and Mastercard. We discuss:(03:37) Dev Kantesaria's Unique Background(06:20) Investment Philosophy and Approach(09:23) Portfolio Analysis and Key Metrics(12:38) Case Study: Fair Isaac Corporation (FICO)(32:20) Unlocking Pricing Power: The FICO Case Study(37:25) S&P Global: A Long-Term Investment Perspective(44:14) Valley Forge Fund Performance: Analyzing Returns(50:24) Key Takeaways from Kantesaria's Investment Philosophy(56:33) AI and Investment Uncertainty: A Cautionary Perspective*****************************************************JOIN OUR NEWSLETTER AND FREE 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.
El Congreso recibe el presupuesto complementario de Abinader: más gasto, ingresos extraordinarios y un “panorama adverso” que obliga a reformular el 2025.
President Trump's tariffs will lower deficits by an estimated $4 trillion, per a Congressional Budget Office projection released last Friday. While consumer confidence has dipped, the President has assured that the nation's economic tide is turning, as companies both foreign and domestic expand inside the U.S. Former member of the National Security Council during Trump's first term and Senior Fellow at the Atlantic Council Alexander Gray joins to explain the benefits of the Trump administration's “Liberation Day” tariffs as well as weighing in on President Trump's push to end the Russia-Ukraine conflict. Juvenile crime has become a growing concern across the country, with communities struggling to strike a balance between accountability and rehabilitation. From curfews to new ordinances, officials are looking for methods to rein in disruptive and sometimes violent criminal behavior and get kids back on track. University of Miami sociology professor and former director at the Federal Bureau of Justice Statistics, Alex Piquero, joins the Rundown to break down the trends and if juvenile crime really is on the rise in America. Plus, commentary from Co-Chair of the Republican National Committee Youth Council, CJ Pearson. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices
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En esta edición de No Hay Derecho abordaremos, entre otros temas: - Caso Saweto: ratifican 28 años de cárcel contra madereros por crimen de líderes indígenas. - Cancillería y MINJUSDH siguen evaluando el retiro del Perú de la Corte IDH, señala el premier. - Fernando Rospigliosi pide a la JNJ destituir a juez Richard Concepción Carhuancho por no aplicar ley que restringe lesa humanidad. - Investigan reunión entre Tomás Gálvez y Castillo Alva: fiscal denuncia reglaje y anuncia demanda contra Delia Espinoza. - Keiko Fujimori: TC evalúa hoy miércoles recurso que busca archivar Caso Cocteles. - Fiscalía allanó la vivienda de Nicanor Boluarte y otros involucrados en el caso Mina El Dorado. - Exclusiva: ¿Proselitismo político durante la semana de representación?
President Trump's tariffs will lower deficits by an estimated $4 trillion, per a Congressional Budget Office projection released last Friday. While consumer confidence has dipped, the President has assured that the nation's economic tide is turning, as companies both foreign and domestic expand inside the U.S. Former member of the National Security Council during Trump's first term and Senior Fellow at the Atlantic Council Alexander Gray joins to explain the benefits of the Trump administration's “Liberation Day” tariffs as well as weighing in on President Trump's push to end the Russia-Ukraine conflict. Juvenile crime has become a growing concern across the country, with communities struggling to strike a balance between accountability and rehabilitation. From curfews to new ordinances, officials are looking for methods to rein in disruptive and sometimes violent criminal behavior and get kids back on track. University of Miami sociology professor and former director at the Federal Bureau of Justice Statistics, Alex Piquero, joins the Rundown to break down the trends and if juvenile crime really is on the rise in America. Plus, commentary from Co-Chair of the Republican National Committee Youth Council, CJ Pearson. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices
Deep dive into ways India is preparing to combat Trump's punishing 50% tariffs - from exploring new markets, to taking prudent fiscal measures, and setting off a wave of next generation reforms that can truly unlock India's economic growth potential. Tune in to Moneycontrol Editor's Picks for all this and more headlines from the day.
El periodista de Exitosa, Nicolás Lúcar, señaló que el allanamiento a la vivienda de Nicanor Boluarte, hermano de la presidenta Dina Boluarte, elevará la confrontación entre el Gobierno y el Ministerio Público. Noticias del Perú y actualidad, política.
U.S. President Donald J. Trump recently made a stir with a new executive order that's aimed at punishing those who burn our country's flag in public. Is this a good or bad thing? Can he do this? SHOULD he be doing this? Our smart host, Mike Slater, has a ton of thoughts on this topic and you'll want to hear them all!Following the opener, Slater gabs with Breitbart Economics Editor, John Carney, about some recent moves that the Trump 2.0 administration has made including a sizable investment into the American company of "Intel" and supposedly paving the way to welcome in 600,000 Chinese students into this nation's universities? What's going on here?!?! These two scholarly gentlemen discuss all of this and more!
Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.
Warren Pies, founder of 3Fourteen Research, explains how markets have transitioned from a deflationary mindset to a debasement era over the past five years, driven primarily by massive fiscal spending rather than Fed policy. He argues that anger directed at the Fed should be redirected toward fiscal authorities who created unprecedented pro-cyclical deficits. Pies is benchmark long equities and bullish on hard assets like gold, having hit his $3,500 gold target this year. He believes Fed rate cuts will be inconsequential since fiscal dominance has already changed the paradigm, and core CPI won't fall below 3% due to tariff-driven goods inflation replacing the pre-pandemic goods deflation that helped achieve the 2% target. This episode is sponsored by Monetary Metals. Visit https://monetary-metals.com/julia Links: https://www.3fourteenresearch.com/https://x.com/WarrenPiesTimestamps: 0:00 Welcome and introduction 1:18 Big picture framework 5:03 Behavioral changes in debasement era8:00 Fiscal dominance10:49 Jackson Hole speech 12:18 Labor market loosening 16:06 Immigration impact 17:31 Inflation stickiness 21:44 Widening perception gap in macro 26:23 Housing market outlook 30:07 Equity positioning 32:35 Bond allocation35:36 Gold outlook 37:06 Bitcoin allocation38:28 AI optimism 42:45 Closing remarks
Donald Trump tiene mucho que decir y mucha responsabilidad en torno a lo que está haciendo Israel en Gaza, pero prefiere parece dedicarse a atacar a sus propias instituciones. El último ejemplo, la Reserva Federal.Estaremos en Francia por dos motivos: por un lado, por el anuncio del primer ministro francés sobre la presentación de una moción de confianza; y por otro porque la Fiscalía del país ha anunciado la apertura de una segunda investigación relacionada con la muerte del 'influencer' que se retransmitió en directo la semana pasada.Además analizaremos en una entrevista cómo el presidente serbio está respondiendo con dureza a las protestas ciudadanas en el país y también qué tienen en común, les adelantamos que muy poco, las dos Coreas y por qué esa zona es vital para la región. Escuchar audio
Tomás González, exministro de Minas y Energía, estuvo en 6AM para hablar de la publicación para comentarios de un borrador de decreto que propone un aumento del 20% en el costo de la energía eléctrica para distintas actividades económicas.
Will AI change everything, or are markets repeating the 1999 .COM bubble? In this insightful interview, Brett Rentmeester, Founder & Managing Director of WindRock Wealth Management, tells Maggie Lake why markets are caught between the explosive rise of AI and the crushing weight of debt and money printing. He warns that today's valuations echo the dot-com bubble, why most investors are dangerously underexposed to gold, silver, and farmland, and why these hard assets may be the ultimate safe haven.
En 'Herrera en COPE', analizamos el papel que juega el hombre en los incendios y cuáles son las sanciones a aquellos que los provocan
Sheinbaum confirma posible visita de Marco Rubio a México para firmar acuerdo de seguridad ¡A celebrar! Benito Juárez invita al 3er Encuentro de Personas Mayores este 28 y 29 de agosto Fiscal de EU celebra condena a “El Mayo” Zambada: “Morirá en prisión”Más información en nuestro Podcast
El audio presenta un resumen de noticias. Se abordan varios temas: medidas severas contra la delincuencia en Washington, una investigación sobre un ciberataque al Ayuntamiento de Elche y sus consecuencias, la investigación de la Fiscalía de París sobre la muerte de un influencer en la plataforma Kick, y la detención de un hombre en Lleida por fabricar explosivos caseros. La segunda parte del programa se centra en los incendios forestales, discutiendo la escasez de medios para combatirlos y la falta de coordinación entre el gobierno central y las comunidades autónomas. Bomberos forestales de Madrid expresan sus demandas de fin de la temporalidad laboral y mejora de condiciones. Finalmente, se tratan temas económicos como el récord de gasto en pensiones, el futuro de los presupuestos generales del Estado, la lucha contra la piratería digital en el fútbol y otros contenidos, y la petición de supermercados para un plan de inmigración que cubra vacantes laborales.
En esta edición de No Hay Derecho abordaremos, entre otros temas: - Juan José Santiváñez es el nuevo ministro de Justicia en remplazo de Enrique Alcántara. - JNJ declara desierto concurso para fiscal supremo: ningún candidato aprobó la tercera etapa. - Ya no se podrá solicitar información sobre vehículos oficiales: PCM lo declara de carácter reservado. - Congreso: subcomisión acata fallo del TC y congela denuncias constitucionales contra Dina Boluarte hasta 2026. - Defensoría del Pueblo buscó blindar a Dina Boluarte evitando que sea investigada por delitos de corrupción. - Dina Boluarte busca blindaje total: pide al TC que la Fiscalía solo pueda solicitarle información una vez. - Denuncian que especialistas del Hospital de la PNP atienden en Palacio mientras pacientes esperan varios meses por citas. - Investigan al juez Concepción Carhuancho por ordenar prisión preventiva contra Mateo Castañeda. - Exclusiva: Alimentos en mal estado en Cuna Más.
Nunca habíamos presenciado una declaración de prensa como en la Fiscalía del Distrito Este de Nueva York, tras la audiencia ante el juez Brian Cogan, de esa misma demarcación, en la que Ismael El Mayo Zambada se declaró culpable
Robin Brooks is a senior fellow at the Brookings Institution. Robin returns to the show to discuss his previous appearance in March of 2020, life at a think tank, the changing or not-so-much status of the dollar, Trump's trade war, the current landscape of geoeconomics and much more. Check out the transcript for this week's episode, now with links. Recorded on August 7th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Robin on X: @Robin_J_Brooks Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel Timestamps 00:00:00 - Intro 00:00:50 - Looking Back at the Pandemic War and Fiscal Dominance 00:07:07 - Robin's Career: From Wall Street to Think Tank 00:18:53 - The Status of the US Dollar 00:27:28 - The Trade War 00:32:40 - Deglobalization 00:39:29 - Geoeconomics 00:47:28 - Secondary Sanctions 00:55:23 - Outro
In this episode, Simon and Dan walk through their process for finding strong investment ideas, from using stock screeners to AI tools, and finally doing a full deep dive on company fundamentals. Simon shares the consistent criteria he applies in his screeners, how he narrows down results efficiently, and where AI fits as a research assistant. Dan breaks down the custom screeners he’s built over the years, how he balances dozens of metrics, and why focusing on quality across multiple areas is key. Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
En esta edición de No Hay Derecho abordaremos, entre otros temas: - Paro de transportistas del 21 de agosto: darán tregua de 30 días al Gobierno y amenazan con paro nacional. - Presidenta Dina Boluarte minimiza las encuestas: “no me voy a detener en esas distracciones”. - TC tiene "decisión tomada" sobre demanda competencial que presentó el Ejecutivo para fijar límites en investigaciones a presidentes. - Ministro de Justicia dice que ley de amnistía "cierra una brecha de injusticia", pero reconoce que hubo excesos. - Procesados en caso Cayara buscan amnistía: jueces resolverán pedidos al final del juicio y dictarán sentencia. - Elvis Vergara, investigado por la Fiscalía en el caso 'Los niños', fue elegido presidente de la Comisión de Ética. - Arana anuncia que enviarán al Congreso documento que sirva de base para la nueva Ley Mape. - Ipsos: APRA, Fuerza Popular, Perú Libre y APP con gran rechazo para el Congreso de 2026. - Cuarta militante de APP es contratada en la Defensoría del Pueblo durante la gestión de Josué Gutiérrez. - Suspenden por tres meses a abogado de APP Elio Riera por “faltar a la verdad”. - Denuncian obras de madrugada por la Municipalidad de Lima, pese a que ordenanza lo prohíbe. - Exclusiva: El apoyo del Congreso a Patricia Benavides para su retorno a la Fiscalía.
En esta edición de No Hay Derecho abordaremos, entre otros temas: - Gobierno destaca fallo del TC sobre investigaciones a presidentes en funciones y que blinda a Dina Boluarte. - Martín Vizcarra cumplirá prisión preventiva en el penal de Lurigancho: INPE anuló resolución que dispuso su ingreso a Barbadillo. - Fiscalía no podrá acceder a registros migratorios de Rafael López Aliaga por decisión del PJ. - Inauguran denominado Puente de la Paz en medio de quejas de vecinos miraflorinos. - Poder Judicial confirma que Gino Ríos tiene una condena por violencia familiar en ejecución. - Rectores vuelven a la Sunedu: promotora de contrarreforma ingresa al consejo directivo. - Ministro del Interior sobre chalecos antibala: "Quisiéramos llegar al 40%, nos falta todavía". - Comisión de Constitución plantea que diputados y senadores ganen como un juez supremo. - Exclusiva: Los sueldos del Congreso bicameral.
La estabilidad económica está amenazada por la peor crisis fiscal en varias décadas. Luis Fernando Mejía, director de Fedesarrollo explica cómo llegamos acá y cómo se debe resolver.
“El Mayo” Zambada se declara culpable hoy, la fiscal de EU dará conferencia con los detalles; decretan emergencia en Querétaro por lluvias; venezolanos responden a llamado de Maduro para integrarse a las milicias
Rod and Karen banter the Invincible Universe: Battle Beast, seeing Sydney Castillo live, shoutout to the Old Fashion. Then they discuss Trump giving Pizza to the National Guard, ICE deportation fears cancel Charlotte festival, DOJ will not defend grants for Hispanic serving colleges, Hegseth fires a general, Shedduer Sanders, Black Capitalists (Big Boi, Tamika Scott, Dr. Umar), woman runs over husband in Wawa parking lot, man brings AR-15 into pizza shop, park ranger hoax stabbing and sword ratchetness. Patreon: https://www.patreon.com/theblackguywhotips Twitter: @rodimusprime @SayDatAgain @TBGWT Instagram: @TheBlackGuyWhoTips Email: theblackguywhotips@gmail.com Blog: www.theblackguywhotips.com Teepublic Store Amazon Wishlist Crowdcast Voicemail: (980) 500-9034Go Premium: https://www.theblackguywhotips.com/premium/See omnystudio.com/listener for privacy information.
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Fiscalía rescata perrita desnutrida en Edomex, el dueño podría enfrentar sanciones Boric exige justicia para hinchas chilenos agredidos en ArgentinaMás información en nuestro Podcast
UAEH desarrolla primer prototipo de autobús eléctrico urbano 100% mexicano Fiscalía del Edomex asegura dos toneladas de autopartes robadas en NezahualcóyotlUcrania no entregará su territorio a Rusia: ZelenskiMás información en nuestro podcast
Tom Bodrovics welcomes Michael Kao to the show. Michael Kao is Private Family Office Investor & Author - Former Hedge Fund Manager & Commodities Trader. In this comprehensive discussion, Kao provides an in-depth analysis of the Trump 2.0 economic strategy, focusing on several key policy initiatives designed to reshape the United States' economic trajectory. He describes the current approach as navigating an "asteroid field" with strategic policy levers aimed at addressing significant economic challenges, including massive deficits, global conflicts, and critical dependencies on adversarial nations. Kao highlights four primary policy initiatives: tariffs and economic statecraft, redirecting fiscal spending, managing inflation, and containing internal and external threats. A critical component of this strategy involves what he calls a "reverse Marshall Plan," where other countries and private industries shoulder fiscal responsibilities traditionally borne by the US government. This approach could potentially redirect billions of dollars in spending through trade deals, NATO commitments, and corporate reshoring initiatives. The discussion extensively explores potential deflationary mechanisms within the policy framework, including strategic tariffs, oil price management, and potential productivity gains from AI and deregulation. Kao suggests that these policies could create a "disinflationary growth" scenario, potentially allowing the US to grow its way out of its current debt challenges. Kao remains cautiously optimistic about the United States' economic future, emphasizing the importance of maintaining these strategic initiatives beyond the current presidential cycle. He believes the US has significant untapped potential on its balance sheet and that the current approach could create more favorable long-term economic conditions. The conversation also touches on geopolitical dynamics, including potential shifts in Middle Eastern relationships, China's economic challenges, and the importance of creating sustainable economic conditions that don't rely on short-term monetary manipulations. Ultimately, Kao presents a nuanced view of the current economic strategy, arguing that bold, potentially controversial initiatives might be necessary to break the US out of its current low-volatility "death spiral" and create more positive economic outcomes.
Interview recorded - 20th of August, 2025On this episode of the podcast I have the pleasure of welcoming on Kevin Muir. Kevin has three decades of trading experiencing, is the writer of the Macro Tourist and co-host of the podcast The Market Huddle. During our conversation we spoke about the shift away from Monetary to Fiscal Dominance, the US outperformance being linked to its large deficit, how the Treasury is more powerful than the FED, massive global government spending and more. I hope you enjoy!0:00 - Introduction1:21 - Shift from monetary to fiscal driven economy10:16 - US fiscal steroids14:51 - Treasury more powerful than central banks?22:11 - Moving issuance forward on the curve25:41 - Market narratives27:04 - Do deficits matter?35:51 - No tax increases or less spending38:44 - Massive global government spending40:18 - Market reaction52:12 - Earnings concentration54:31 - One message to takeaway?Kevin Muir is a former bank equity index derivative trader who for the past two decades has been trading purely on a proprietary basis for both himself and other individuals.During his three decades of trading, he has learned a few things about the market, but the one thing he is certain of is that he will still find new mistakes to make.With the MacroTourist Letter, readers come along for a journey that benefits from the wisdom Kevin has accumulated over the years, but also get to watch as new mistake are made.This is not a letter filled with back-slapping high-fives after good trades, but where bad calls are never mentioned. Kevin believes that the mistakes are where traders learn, and by also discussing the mistakes, other traders can learn from his.Kevin Muir - Newsletter - https://themacrotourist.com/Podcast - @TheMarketHuddle X - https://x.com/kevinmuirEmail - kevin@themacrotourist.comWTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseasThumbnail Image from - https://www.cbsnews.com/news/unwanted-tanks-and-other-government-waste-detailed-in-reports/
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:(01:05) Intel Nationalization and Government Involvement(10:01) Zoom Earnings Review and Market Position(15:37) Super Investors: 13F Season Insights(27:52) Warren Buffett's Investment in United Health(34:58) Buffett's Influence and Retirement(41:00) Chamath's SPAC Ventures(45:57) AI Innovations and Market Reactions(53:56) Growth Stocks Turning Profitable(01:02:40) Retail Roundup: Trends and 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.
In this episode of the Canadian Investor Podcast, we’re joined by Daniel Foch, host of the Canadian Real Estate Investor Podcast, for a deep dive into the macro forces shaping Canada’s economy and real estate market. We explore the impact of rising youth unemployment, the steep decline in construction jobs, and the looming mortgage renewal wall for homeowners facing higher rates. We also discuss how five-year Government of Canada bond yields influence fixed mortgage rates and the broader economy, alongside the ripple effects of U.S. tariffs on Canadian industries like autos, steel, and lumber. Plus, we touch on key policy developments, including potential changes to the mortgage stress test and the debate over British Columbia’s foreign buyer ban. 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.
Bertha Alcalde, fiscal general de la Fiscalía General de Justicia de la Ciudad de México
Big O talks Dolphins & Fiscal Reset 082025