POPULARITY
Categories
Defense Budgeting and National Security Policy. Guest: Peter Huessy. Huessy explores the fiscal and policy challenges associated with national defense. He analyzes how legislative budget decisions affect military readiness and the development of next-generation weapons systems, arguing for a strategic and long-term approach to addressing the diverse security threats posed by emerging global and regional adversaries. 14C.A. COEY AND BRIDE, LA
William W. Beach is the Senior Fellow in Economics at the Economic Policy Innovation Center (EPIC) and the Coffin Fellow at the Calvin Coolidge Presidential Foundation. Beach also serves on the UKG Workforce Institute Advisory Board. Prior to these appointments, Beach was the fifteenth Commissioner of Labor Statistics at the Bureau of Labor Statistics in Washington, DC. He took up his duties there on March 28, 2019. Prior to joining BLS, Dr. Beach was vice president for policy research at the Mercatus Center at George Mason University from February of 2016 to March of 2019; and, prior to that served as the Chief Economist for the Senate Budget Committee, Republican Staff, from 2013 through early 2016. In this podcast, we will discuss: The "Fiscal Precipice" The "Crowd Out" Effect Social Drivers of Debt The "Undemocratic" Tax System The Social Security Countdown The Future of "Enhanced Labour" The Data Response Crisis Modernising Federal Statistics
In this episode, Simon and Dan break down Canada’s latest inflation print, with CPI hitting 3.2% in May as gasoline, airfare, and food prices continue to pressure consumers. They also cover earnings from Empire, Air Transat, Couche-Tard, and Stingray, including the competitive pressure in grocery, Air Transat’s fuel and Cuba-related headwinds, Couche-Tard’s rally after a stronger quarter, and Stingray’s surprising growth following its TuneIn acquisition. They finish with a quick look at OSFI lowering the domestic stability buffer for Canadian banks and what it could mean for lending, buybacks, dividends, and the broader economy. Tickers of Stocks Discussed: EMP.A.TO, TRZ.TO, ATD.TO, RAY.A.TO Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
The maiden BJP budget for West Bengal seeks to balance welfare commitments with industrial ambition, but the numbers reveal where the government's priorities lie. Watch #Economix with ThePrint Consulting Editor (Economics) Bidisha Bhattacharya. To read full report: https://theprint.in/economy/bengals-fiscal-turn-in-first-bjp-budget-cheaper-debt-bigger-bets/2966971/
Spencer Reese has earned over $100,000 in travel rewards — booked a $27,000 first-class flight to Tokyo, a $1,700/night Ritz Carlton bungalow, and flew his parents to Italy in business class — all for nearly nothing. In this crossover episode with The Fiscal Clinician, Spencer breaks down how credit card points actually work, what the industry doesn't want you to know, and the financial foundation you must have before playing the game. Topics Covered The Biggest Credit Card Lie — Why spending alone will never fund your vacations, and why the welcome bonus is where the real value is Credit Score vs. Net Worth — Why obsessing over your credit score is a distraction from actual wealth building Financial Prerequisites — The non-negotiables (emergency fund, 401k match, debt-free except mortgage) you need before touching travel rewards The Anti-Budget Strategy — Pay yourself first, automate savings, then spend whatever's left Tracking Your Spending — How to use AI tools (Claude, ChatGPT, Gemini) or apps to categorize your transactions and find spending blind spots Welcome Bonuses vs. Spend Multipliers — Where points actually come from and which matters more Redeeming Points — Cash back, travel portals, and transfer partners (and why transfer partners win) Points Inflation & Devaluations — Why you should earn and burn, not hoard Beginner Credit Card Strategy — 1, 2, and 3 card recommendations for different lifestyles Travel Insurance Benefits — The underrated perks hiding in your Chase Sapphire Preferred (car rental coverage, trip delay, and more) Downgrading vs. Canceling Cards — How to protect your credit score when a card no longer serves you Military-Specific Advantages — Annual fee waivers and why the strategy shifts for active duty members Student Loans & Credit Cards — When it's okay to dip a toe in even with six-figure debt Resources & Tools Mentioned The Fiscal Clinician Podcast — https://thefiscalclinician.com Financial freedom for healthcare professionals, hosted by Josh Sheen DPT doctorofcredit.com — https://doctorofcredit.com Best resource for tracking current credit card welcome bonus offers Travel Freely App — Tracks your cards, annual fee due dates, and helps you decide when to keep, downgrade, or cancel (built by Zach) Monarch Money — Spencer's go-to spending tracker YNAB (You Need A Budget) — Popular budgeting app Every Dollar — Dave Ramsey's budgeting app Claude / ChatGPT / Gemini — AI tools for categorizing exported transaction data and visualizing spending Books Mentioned The Total Money Makeover by Dave Ramsey — Recommended for debt payoff motivation and the gazelle intensity framework Don't Shoot the Dog by Karen Pryor — The behavioral book behind Spencer's "create the environment to thrive" philosophy Spencer and Jamie offer one-on-one Military Money Mentor sessions. Get your personal military money and personal finance questions answered in a confidential coaching call. militarymoneymanual.com/mentor Over 22,000 military servicemembers and military spouses have graduated from the 100% free, Ultimate Military Credit Cards Course available at militarymoneymanual.com/umc3 If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual.
In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest short report targeting Gildan Activewear and the major allegations around channel stuffing, receivables factoring, and whether the company’s recent growth may be less durable than it appears. They also look back at some of the most notable short reports in Canadian market history, including Shopify, Dollarama, Canadian Tire, Home Capital Group, Exchange Income Corp, FaceDrive, goeasy, and others. Some short sellers were completely wrong, some were early, and a few ended up being surprisingly accurate. To wrap things up, Simon shares a stock on his radar: Intuitive Surgical. He explains why the company’s robotic surgery platform, recurring revenue model, large installed base, and potential AI advantage make it an interesting name to watch after a pullback. Tickers discussed: GIL.TO, SHOP.TO, DOL.TO, CTC.A.TO, EIF.TO, GSY.TO, ISRG, FFH.TO, BIP.UN.TO, LSPD.TO Questrade custom indexing contest: This information is for educational purposes only. Not intended to be financial advice. Paid partnership with Questrade. Not financial/investment advice. The creator is not a registered adviser. Views and experience shown are the creator's own; results are not representative. Custom Indexing is a self-directed product; Questrade does not recommend securities or assess suitability. Investing involves risk, including loss of principal. FX and other fees may apply. Past performance is not indicative of future results. No purchase necessary. Open to Canada (age of majority). Skill testing question required. One Prize: 3-night Nimmo Bay (BC) retreat for 2 + 10 annual payouts of $7,000 CAD to winner's non-registered or TFSA account. ARV: $100,000 CAD. Odds depend on entries. Terms apply. See full rules: https://www.questrade.com/disclosure/remix-your-life-contest---terms-and-condition 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.
Colombia has chosen a new direction. In a historic election, voters handed Abelardo de la Espriella a victory and delivered a clear rebuke to Petrismo and the political forces that have dominated the country in recent years. But what drove this result, and what's next? In this analysis, we break down the key issues that shaped the vote, from security concerns and economic uncertainty to voter frustration with the status quo. More importantly, we examine what de la Espriella's victory could mean for Colombia's future, the challenges awaiting his administration, and whether this election marks a temporary shift or the beginning of a new political era.Watch the video version here: https://youtu.be/oA_4jtcIe-8Read more at Finance Colombia: https://www.financecolombia.com/Subscribe to Finance Colombia for free: https://www.fcsubscribe.com/More about Loren Moss: https://lorenmoss.com/writeContact us: https://unidodigital.media/contact-unido-digital-llc/Follow me on social mediaFacebook https://www.facebook.com/financecolombiaLinkedIn https://www.linkedin.com/company/finance-colombia/Instagram https://www.instagram.com/finance_colombia/Check out my other YouTube Channels:Loren Moss: https://www.youtube.com/@LorenMossFinance Colombia Shorts: https://www.youtube.com/@FinanceColombiaShortsE Pluribus Unum: https://www.youtube.com/@OutofmanywebecomeoneE Pluribus Shorts: https://www.youtube.com/@EPluribusShortsCognitive Business News: https://www.youtube.com/@CognitiveBusinessNewsCognitive Business Shorts: https://www.youtube.com/@CognitiveBusinessShortsEmpleo Bilingüe: https://www.youtube.com/@EmpleoBilingueRead more at Finance Colombia: https://www.financecolombia.com/ Subscribe to Finance Colombia for free: https://www.fcsubscribe.com/ Read more at Cognitive Business News: https://cognitivebusiness.news/ The place for bilingual talent! https://empleobilingue.com/ More about Loren Moss: https://lorenmoss.com/write Contact us: https://unidodigital.media/contact-unido-digital-llc/
Durante décadas, las orquestas fueron uno de los grandes símbolos del verano en Galicia. Escenarios improvisados en las fiestas patronales, comisiones vecinales recorriendo las casas para recaudar fondos y miles de personas bailando hasta el amanecer al ritmo de versiones de todos los estilos. Un universo propio que parecía inmune a los cambios del tiempo. Sin embargo, en apenas una década, el sector ha vivido una transformación profunda que ha alterado sus reglas de funcionamiento y su modelo de negocio.Como ha explicado el periodista José Precedo en Hora 25, la prueba más visible de ese cambio la representan fenómenos recientes como Nueva Línea. La formación ha acumulado más de 50 millones de reproducciones en redes sociales gracias a canciones como Quiero que me des un beso o Una noche de copas, ha firmado con una gran discográfica y ha llevado su espectáculo por escenarios de toda España. Un éxito que refleja cómo las orquestas han aprendido a jugar en el terreno de los algoritmos, los vídeos virales y las plataformas digitales.
El Supremo condena al ex ministro José Luís Ábalos a 24 años de cárcel - la mayor pena de cárcel a un exministro hasta el momento-, a su ex asesor Koldo García, le condena a 19 años y al empresario comisionista, al corruptor, Victor de Aldama, a cuatro años y medio lo que le libra de entrar en prisión porque le aplican atenuante por haber colaborado en la investigación. El Supremo sentencia que Ábalos se "aprovechó" de "su privilegiada situación por su condición de ministro del Gobierno. Y sostiene las penas en la adjudicación de 13 millones de mascarillas a una empresa vinculada al empresario, los pagos de 10.000 euros mensuales al exministro y su asesor, el enchufe en empresas públicas de dos mujeres cercanas al político, el pago del alquiler de un piso en Madrid a una de ellas, y el arrendamiento de otros dos inmuebles. Según el tribunal, la trama se embolsó más de 400.000 euros en mordidas.El comisionista, el origen de todo, quedará libre y no acabará en la cárcel. Ni siquiera le reclaman la multa de casi 4 millones de euros que pedía la Fiscalía como una forma de devolver así el dinero que se ha embolsado. Sobre ello hemos hablado con Borja Mapelli Caffarena. El catedrático emérito de D. Penal en la Univ. de Sevilla considera que "al corruptor se le ha condenado, se le ha aplicado una circunstancia atenuante(...) y eso ha hecho que se le aplique una pena de la mitad de lo que tendría". Escuchar audio
Cliquez ici pour accéder gratuitement aux articles lus de Mediapart : https://m.audiomeans.fr/s/P-UmoTbNLs Le cabinet August Debouzy, dont Bernard Cazeneuve est l'un des associés, a organisé une conférence pour aider les grandes fortunes à transférer leurs avoirs au Luxembourg. Interrogé par « Mediapart », l'ancien premier ministre et candidat potentiel à l'élection présidentielle a refusé de se prononcer sur cette initiative. Un article de Yann Philippin, publié le 21 juin 2026 sur Mediapart, lu par Christine Pâris. Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Trevor Tombe is a professor of economics at the University of Calgary, the Director of Fiscal and Economic Policy at The School of Public Policy, a Senior Fellow at the Macdonald-Laurier Institute, and a Fellow at the Public Policy Forum. Learn more about your ad choices. Visit megaphone.fm/adchoices
Daniel Mahncke and Shawn O'Malley take a deep dive into Copa Holdings — the Panama-based hub-and-spoke airline whose investment case now turns on two of the most debated questions in the stock today: whether Copa is a structural exception to the airline curse — protected by a geography no rival can copy and a cost base only a handful of carriers in the world can match — or whether even the best airline in the Americas eventually gets pulled into the same gravity that has destroyed value for nearly every other carrier. Some investors believe Copa is a structural exception the market consistently underprices because it's lumped in with the broader sector, with a Panama hub at the geographic center of the hemisphere that lets it serve 85 destinations using nothing but single-aisle 737s, a sub-6¢ ex-fuel cost base only Ryanair, Wizz Air, and a couple of others can match, a 99.8% completion rate that turns the "missed flight" tax hammering other carriers into one of Copa's structural cost advantages, and a 38-year CEO who has refused to expand into Europe or chase growth at any price. Join Daniel Mahncke and Shawn O'Malley as they work through whether Copa's hub-and-spoke economics are genuinely uncopiable or just holding off the gravity that has eventually captured nearly every other airline, examine what Copa's structural advantages actually look like in 2026 versus the "all airlines destroy capital" narrative the market still anchors to, and assess whether Copa Holdings deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:47) Why airlines are such a tough business to be in (00:02:49) What Buffett and other superinvestors think (00:16:05) Why Copa is different than other airlines (00:30:41) How being the best-in-class business can change the investors' outcome (00:36:37) How Copa built its moat (00:55:35) How Copa can defend its moat (01:17:25) Valuation discussion of Copa (01:19:47) Whether Copa is valued attractively (01:22:31) Whether Shawn and Daniel add CPA to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Try out our Portfolio Review Submit Tool. Check out the Value Investor Club Article. Read the Asymmetric Edge Substack Article. Warren Buffett on the Airline Industry in his Annual Letters. Follow Shawn on X and LinkedIn. Follow Daniel on X and LinkedIn. Check out our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
O STJ validou a venda de imóvel realizada por sócio de empresa que possuía dívida fiscal, afastando a caracterização automática de fraude à execução.A decisão é importante porque delimita um ponto sensível na execução fiscal: a existência de débito tributário em nome da pessoa jurídica não autoriza, por si só, que o patrimônio pessoal do sócio seja tratado como se já estivesse comprometido com a dívida.No caso analisado, a venda ocorreu antes de o sócio ser formalmente incluído na execução fiscal. Para o STJ, esse detalhe foi decisivo. Sem redirecionamento da cobrança ao sócio no momento da alienação, não seria possível presumir fraude apenas porque a empresa tinha débitos fiscais.O tema é especialmente relevante para empresários, investidores, compradores de imóveis e advogados, porque envolve segurança jurídica, responsabilidade tributária dos sócios, boa-fé do terceiro adquirente e os limites da atuação da Fazenda Pública na cobrança de dívidas fiscais.No Tributologia desta semana, vamos discutir até onde vai a responsabilidade do sócio, quando o patrimônio pessoal pode ser atingido e por que essa decisão pode representar uma importante contenção à expansão automática da execução fiscal.
La Comunitat Valenciana afronta una ola de calor temprana, con noches tropicales que no bajan de los 29 grados en zonas como la Marina Baixa. No se esperan máximas extremas, pero sí mucha humedad y sensación de bochorno. Las Hogueras de Alicante serán, por segundo año consecutivo, las más cálidas desde que hay registros, en un contexto marcado por el cambio climático y con calles llenas en los días grandes de la fiesta.Los sindicatos piden reforzar las medidas frente al calor en los centros de trabajo, especialmente en naves industriales, cocinas o piscinas cubiertas mal climatizadas. Aunque la legislación se adaptó en 2023, denuncian falta de aplicación y reclaman más inspecciones. También advierten del riesgo en trabajos al aire libre. En paralelo, expertos alertan de un verano complicado para los incendios forestales: la combinación de lluvias previas y altas temperaturas aumenta el riesgo, con la mayoría de fuegos provocados por negligencias.En política, el PSPV llevará a Fiscalía el nombramiento de un mando de bomberos en Alicante por posibles irregularidades durante la DANA de 2024. Además, la Generalitat denuncia la infrafinanciación del sistema de dependencia, con una deuda cercana a 4.000 millones y un coste asumido en un 80% por la administración autonómica. Por otro lado, el Carnet Jove supera los 430.000 usuarios.
En este documental destapamos cómo el huachicol dejó de ser solo gente ordeñando ductos para convertirse en una red internacional de contrabando de combustible, facturas falsas y complicidad empresarial y gubernamental. Mostramos cómo opera el “huachicol fiscal”, cuánto dinero pierde México cada año, por qué incluso gasolina que compras en una estación “legal” puede venir de este negocio ilícito y cómo Estados Unidos está presionando a México para frenarlo porque ya es un problema de seguridad y de economía para ambos países.Convierte tu café en algo más que una rutina. ☕Adquiere tu bolsa de Café el Capital aquí: https://cafeelcapital.com/s/86d69f
This week on Canadian Macro Investor, Simon and Dan break down a packed macro backdrop: global central banks turning more hawkish, Kevin Warsh’s push to rethink how the Fed communicates and uses data, and why markets may be too relaxed about inflation risks. They also discuss the Canadian dollar, oil prices, the fragile Iran memorandum of understanding, and whether geopolitical risk is being ignored because investors are so focused on the AI trade. From there, they dig into OSFI lowering the Domestic Stability Buffer for Canadian banks, what it could mean for credit creation, and whether Ottawa is quietly trying to stimulate the economy through the banking system. The episode wraps with Canada’s population decline, falling rents, purpose-built rental supply, and why the housing market could remain under pressure even if construction slows. Topics discussed: central banks, Fed policy, Bank of Canada, Canadian dollar, oil prices, Iran, AI stocks, OSFI, Canadian banks, housing, rents, population growth. 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.
Comment l'étude de la Torah en profondeur et avec plaisir peut-elle sauver de toutes les difficultés ? Réponse à travers plusieurs histoires.
En este episodio hablamos sobre las denuncias de proveedores del Programa de Paquetes Escolares 2026 por quedar excluidos pese a haber participado en licitaciones y prepararse como cada año. Afirman que, tras más de 16 años abasteciendo al sistema público, este año solo se incluyó a proveedores de uniformes y calzado.El sector asegura que se endeudó, compró inventario y quedó con bodegas llenas tras no concretarse los contratos. También denuncian falta de explicación oficial, pese a cartas enviadas al Ministerio de Educación y a Casa Presidencial.El Ministerio sostiene que el programa continúa apoyando a productores nacionales, pero los afectados afirman que la adjudicación se concentró solo en cinco grandes empresas, dejando fuera a micro y pequeños proveedores.En el episodio retomamos un estudio en el cual Acción Ciudadana concluyó que ninguna institución pública cumplió totalmente con sus obligaciones de transparencia en 2025. Mientras entidades como la Fiscalía y el Tribunal Supremo Electoral obtuvieron los peores resultados, el Ministerio de Cultura fue la única institución con un nivel alto de cumplimiento. Además, en Malas Compañías, Fernando Palomo reflexiona sobre el futuro del fútbol a las puertas del Mundial de 2026. Y, en la Nota de Centroamérica, Gabriel Labrador analiza nuevas leyes en Honduras que podrían reducir controles ambientales y favorecer a sectores empresariales.El Resumen es un podcast original de El Faro Audio. Apoya nuestro periodismo independiente ingresando a apoya.elfaro.net. Suscríbete a nuestro boletín semanal para recibir todas nuestras publicaciones. Únete a nuestro canal de WhatsApp para actualizaciones diarias de periodistas del equipo. Síguenos en Facebook, TikTok, Instagram y X.Este episodio fue grabado el viernes 19 de junio de 2026.
Zapatero compareció ayer ante el juez José Luis Calama y su declaración ha sido muy decepcionante. Reconoció haber cobrado más de 500.000€ de una sociedad vinculada a Plus Ultra a través de un acuerdo verbal por supuestas labores de consultoría, pero se negó a responder a las preguntas de la Fiscalía Anticorrupción. Además, se negó a declarar sobre las joyas valoradas en 1,3 millones de euros que fueron encontradas en su despacho. Hosted on Acast. See acast.com/privacy for more information.
El juez Peinado abre una nueva investigación contra Begoña Gómez por presuntos delitos de prevaricación y fraude a la Unión Europea, con la Fiscalía Europea implicada, generando debate sobre el rol de la esposa del presidente. El consumo de alcohol causa la mitad de los ingresos hospitalarios por drogas en España, con la irrupción de nuevas sustancias como la cocaína rosa y el óxido nitroso, y las admisiones por cannabis igualan a las de cocaína. En deportes, Luis de la Fuente, seleccionador español, elogia a COPE y anuncia cambios en el once contra Arabia Saudí, confirmando que Lamine Yamal disputa 45 minutos. México se clasifica para octavos y Achraf Hakimi es juzgado por violación. Se reflexiona sobre la importancia de la perspectiva para afrontar los problemas, destacando que la mente catastrofista sobredimensiona las dificultades y la empatía es clave para cambiar la percepción. Se comentan los estrenos cinematográficos: "Toy Story 5" aborda la adicción a las pantallas, el ...
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:17) Roku's Acquisition by Fox Corporation (10:09) TripAdvisor's Sale of The Fork to American Express (20:55) Exploring the Denmark Index and Investment Opportunities (34:19) Accenture's Dividend Yield and Cash Flow Stability (35:49) Fiserv Executive Departures and Investor Concerns (41:17) Small Cap of the Week: Spectra Systems (47:09) Legacy Education: A Healthcare Roll-Up Opportunity (51:00) Salesforce's Acquisition of Fin (56:14) Snap's New AR Glasses: A Critical Look (01:01:10) Autodesk: Evaluating Investment Potential ***************************************************** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Hosted on Acast. See acast.com/privacy for more information.
Michael Bernstam explains that Russia faces a fiscal catastrophe due to declining oil production and falling global prices. He notes that Ukrainian drone strikes and Western sanctions on the shadow fleet are depleting Moscow's budget. (16)
U.S. Vice President J.D. Vance recently made an appearance on The View television program. How did it go for him as a representative of the Trump 2.0 team? Our eloquent host, Mike Slater, has the audio and is ready to review it! Join him as he plays the tape and reacts in real time! Following that opener, Slater gabs with Breitbart's Economics Editor, John Carney, for a good, long while about the current fiscal health of our great nation. MAGA! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On today’s episode, we cover a packed week across private markets, U.S. dealmaking, and Canadian earnings. We start with SpaceX and the growing anticipation around a potential IPO. We break down why the valuation, limited public float, and upcoming share unlocks could make this one of the most closely watched public listings whenever it eventually happens. We also look at a busy start to the week for acquisitions, including Fox’s investment in Roku, Salesforce’s latest deal, and American Express making a move of its own. Then we turn to earnings, with Dollarama posting a strong rebound quarter, Groupe Dynamite selling off sharply despite impressive growth numbers, and Adobe delivering solid results on the surface while investors focused on what may be ahead. Plus, a quick preview of Monday’s episode, where we’ll be diving deeper into the recent short report on Gildan. Tickers discussed: SPACE, FOXA, ROKU, CRM, AXP, DOL.TO, GRGD.TO, ADBE, GIL.TO Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Detiene la Fiscalía del Edomex a la alcaldesa de Tenancingo, Nancy Napoles Pacheco Otra tarde de lluvias en el Valle de MéxicoUcrania lanza ataque con drones contra Rusia Más información en nuestro podcast#grc
Trump gets the gold treatment at the G7, and Carney pokes the American bear from Ireland. Economist Trevor Tombe on the impact on Canadian wallets.
Zapatero niega ante el juez cualquier implicación en el rescate de la aerolínea Plus Ultra. El expresidente explicó que cuando se materializó el rescate, él no conocía a nadie de la empresa. Además, aseguró que los cobros que recibió de la compañía fueron por servicios de asesoría y consultoría. No declaró sobre las joyas que la UDEF encontró en su despacho, pero prometió acreditar la trazabilidad de las mimas en unas semanas. El juez Calama descarta imponer medidas cautelares como pedía la Fiscalía Anticorrupción. El PSOE mantiene la confianza en la inocencia del expresidente y el PP insiste en pedir un adelanto electoral.
El exjefe de estudios de la Dirección de Presupuestos durante la administración de Gabriel Boric rechazó la noción de que el déficit fiscal acumulado solo es responsabilidad del gobierno anterior. También participan en El Primer Café de hoy Álvaro García, Alejandro Weber y Álvaro García-Marín. Conduce Cecilia Rovaretti.
Durante años, Leire Díez fue una desconocida fuera del Partido Socialista. Pero tenía acceso a lugares a los que no entra cualquiera: la sede del PSOE, la Fiscalía y la dirección de la Guardia Civil. Decía que actuaba sola para investigar las cloacas del Estado. Ahora, la justicia al investiga. Y sus contactos y grabaciones están poniendo contra las cuerdas al PSOE y al Gobierno. Dentro del partido algunos presionan para querellarse contra ella por el daño que ha causado.
On this episode of Chit Chat Stocks, Brett interviews new guest James Emanuel, who discusses a payments stock trading at a discounted earnings multiple. We discuss: (00:00) Introduction (03:43) Understanding business model (09:38) Competitive Landscape (12:35) Unique Country Focus (15:58) Growth Drivers: Total Payment Volume and Customer Acquisition (18:53) Addressing the Muddy Waters Short Report (33:00) Valuation (39:46) Risks and Challenges in Investment (45:10) Growth potential (56:40) Final Thoughts and Resources James's Substack: https://rockandturner.substack.com/ James's book: https://www.amazon.com/Fabric-Success-Threads-Tapestry-Business/dp/B0D5W7B9W1 ***************************************************** Subscribe to our newsletter, 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Got questions about your property tax bill? You're not alone — and this episode has answers. Host Doria Fleisher is joined by a powerhouse panel: Bob Yeager, Director of Maryland's State Department of Assessments and Taxation (SDAT); Eric Jackson, Charles County's Chief of Treasury; and co-host Jake Dyer, Director of Fiscal and Administrative Services.Together, they break down everything you need to know about how your property gets assessed, why your tax bill looks the way it does, and — most importantly — how you can save money. From homestead tax credits and senior exemptions to veteran benefits and 100% disability waivers, there are resources available that many residents don't even know exist.They also tackle what happens if you're struggling to pay your bill, walk through the tax sale process, and explain the layers of protection in place to help homeowners keep their property. Whether you're a first-time homeowner or a longtime Charles County resident, this episode will leave you feeling informed, empowered, and ready to take action.Thanks for listening. If you like this podcast and want to hear more, search Charles County Government on Apple Podcast, Spotify or where ever you get your podcast - and be sure to like and subscribe. We're also available on YouTube. Search Charles County CommissionersAnd Stay Connected for all County news, information, and programs by visiting www.CharlesCountyMD.gov/StayConnected
Una fiscal de Manta, Alexandra Bravo, fue asesinada a tiros junto a su hermana el domingo. El hecho constituye el tercer ataque contra funcionarios vinculados a la Fiscalía de esta ciudad costera en tres años, en un contexto de violencia asociada al crimen organizado. Especialistas denuncian la falta de protección para la rama judicial y señalan sospechas incluso en los niveles más altos del Estado. En medio de la conmoción causada en Ecuador por el asesinato de la fiscal y su hermana, el presidente Daniel Noboa decretó un nuevo estado de excepción en 10 de las 24 provincias del país. El 1° de junio había finalizado un estado de excepción de 60 días, durante el cual el mandatario también impuso toques de queda nocturnos en ciudades como Quito y el puerto de Guayaquil (sureste), estratégico para el narcotráfico. El doble crimen se suma a una cadena de ataques contra operadores de justicia que ya deja varias decenas de funcionarios muertos, según explicó a RFI Carla Álvarez, politóloga del Instituto de Altos Estudios Nacionales de Quito. "Hay una fuerte desprotección de los operadores de justicia. Esa violencia se ha cobrado la vida de aproximadamente 40 servidores judiciales en los últimos seis años. La mayoría de estos asesinatos se han concentrado en la región costera de Ecuador, la más violenta del país, porque allí se encuentran las infraestructuras logísticas necesarias para la exportación vía marítima, en contenedores, de mercadería contaminada con cocaína. Esos productos llegan a los puertos de los grandes países consumidores", explicó Álvarez. José Ruiz, director del Observatorio de Finanzas y Clima, señaló la dificultad del gobierno ecuatoriano para controlar la expansión del narcotráfico, así como las sospechas que pesan en los niveles más altos del Estado, incluido el propio presidente. "La cocaína no sale de las aduanas que controlan puertos públicos, sino de puertos privados que están bajo la propiedad de grandes grupos económicos. Además, se exporta en contenedores que suelen llevar mercancía legal. El banano es la principal mercancía bajo la cual se oculta la cocaína. Hay un dato preocupante que concierne al presidente del Ecuador: proviene del principal grupo económico del país, que controla alrededor de cinco puertos. Es la principal empresa bananera donde se ha decomisado cocaína. Cuando los buques llegan a Europa, son detenidos y allí se realizan incautaciones. Luego se informa a las autoridades ecuatorianas y los medios suelen publicar que se ha encontrado cocaína en embarcaciones del presidente. Esto ha generado desconfianza sobre el grado de conocimiento que tendría el mandatario sobre estas exportaciones ilegales", afirmó Ruiz. Tras el asesinato de la fiscal y su hermana, abogados y colegas exigieron al Gobierno reforzar la seguridad del personal judicial. La mañana del ataque, la funcionaria no contaba con la protección policial que tenía asignada.
Sobre el escenario político y las demandas de la sociedad, a partir de recientes datos de opinión pública, Iván Valenzuela conversó, junto a Kike Mujica, con los columnistas Allan Álvarez y Rodrigo Álvarez en una nueva edición de Mesa Central.
Javier Casal entrevista a Jordi Nieva Fenoll, Catedrático de Derecho Procesal de la Universidad de BarcelonaLa Fiscalía Anticorrupción ha pedido que se le retire el pasaporte a Zapatero, pero el juez lo ha rechazado porque dice que sólo se justifica si "hay indicios de criminalidad y un riesgo procesal acreditado". Nieva explica que no entiende estas medidas de la Fiscalía.
En esta edición de No Hay Derecho abordaremos, entre otros temas: - Defensoras del agua exigen acciones urgentes al próximo gobierno. - Familiares de víctimas de las protestas contra Dina Boluarte expresan su preocupación ante un eventual gobierno de Keiko Fujimor. - Familiares de menor hallado sin vida en comisaría de Manchay exigen justicia en el frontis de dicha dependencia. - Luz Salgado destaca hostigamiento policial contra ciudadanos que protestas: “La PNP defendiendo los bienes de todos los peruanos”. - Fiscalía pide 8 años de cárcel para el general PNP Víctor Zanabria por civiles heridos en las protestas de 2022. - Autoridad Nacional de Control del Ministerio Público programa apelación de Rafael Vela contra su suspensión para el 1 de julio. - Poder Judicial confirmó archivo del caso 'Cócteles' contra Keiko Fujimori y otros investigados. - JEE rechaza pedido de Fuerza Popular que buscaba anular más de 7 mil votos en Puno. - Rafael López Aliaga anuncia que no asumirá como senador y que postulará a cargo de teniente alcalde de Lima. - La confianza en las noticias que ofrecen los medios de comunicación en Perú disminuyó en los últimos años, según el reporte de Digital Network. - Exclusiva: Los waykis de Wilfredo Oscorima se acercan a Fuerza Popular.
Sobre la aprobación del proyecto que aumenta el endeudamiento fiscal y la muerte del destacado periodista Abraham Santibáñez, Angélica Bulnes y Ramón Ulloa conversaron con nuestro columnista Ascanio Cavallo, en una nueva edición de Conexión Tele13.
Federico comenta con Luis F. Quintero toda la actualidad económica.
AI investing is often focused on the obvious names: Nvidia, Microsoft, Google, Meta, and the rest of the hyperscalers. But the AI buildout is creating massive demand across the entire infrastructure stack, from electricity and grid upgrades to cooling, data centers, semiconductors, uranium, industrial automation, and specialized software. In this episode, we unveil the TCI Podcast Index: Hidden AI Winners, built in partnership with Questrade’s new custom indexing feature. We explain how custom indexing works, why we chose this AI infrastructure theme, and then break down the 21 companies selected for the index. This episode also looks at why AI demand may benefit companies far beyond the usual tech giants, especially businesses tied to power generation, electrical equipment, liquid cooling, semiconductor manufacturing, data center construction, and nuclear energy. Tickers of stocks discussed: PWR, GEV, STN, TT, NET, VRT, NEE, GLW, FIX, CCO.TO / CCJ, ASML, ROK, ECL, CLS.TO / CLS, HUBB, QXO, SNPS, GNRC, ETN, CEG Questrade custom indexing contest: This information is for educational purposes only. Not intended to be financial advice. Paid partnership with Questrade. Not financial/investment advice. The creator is not a registered adviser. Views and experience shown are the creator's own; results are not representative. Custom Indexing is a self-directed product; Questrade does not recommend securities or assess suitability. Investing involves risk, including loss of principal. FX and other fees may apply. Past performance is not indicative of future results. No purchase necessary. Open to Canada (age of majority). Skill testing question required. One Prize: 3-night Nimmo Bay (BC) retreat for 2 + 10 annual payouts of $7,000 CAD to winner's non-registered or TFSA account. ARV: $100,000 CAD. Odds depend on entries. Terms apply. See full rules: https://www.questrade.com/disclosure/remix-your-life-contest---terms-and-condition 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.
Aujourd'hui, Mourad Boudjellal, éditeur de BD, Joëlle Dago-Serry, coach de vie, et Charles Consigny, avocat, débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.
O "Ulrich Responde" é uma série de vídeos onde analiso os recentes acontecimento da economia no Brasil e no Mundo e respondo perguntas enviadas por membros do canal e seguidores, abordando temas de economia, finanças e investimentos. Oferecemos uma análise profunda, trazendo informações para quem quer entender melhor a economia e tomar decisões financeiras mais informadas.Análise sobre o mercado financeiro, a taxa Selic e as falas de Lula sobre o déficit fiscal. Entenda o IPO histórico da SpaceX na Nasdaq que tornou Elon Musk o primeiro trilionário do mundo! Veja também a polêmica regulação de Inteligência Artificial com a suspensão dos modelos da Anthropic nos EUA. Fique por dentro do cenário de economia e investimentos.00:00 - No programa de hoje...01:44 - Análise sobre déficit público e a dívida brasileira06:12 - IPCA em alta e estouro da meta inflacionária07:03 - Críticas à taxa Selic e decisões do BACEN07:56 - Pesquisa eleitoral Genial Quaest e intenções de voto08:57 - Repercussão da fala de Ricardo Lacerda10:53 - Eleições presidenciais e avanço da direita no Peru12:36 - Perspectivas de um acordo de paz geopolítico13:07 - Queda do petróleo, commodities e comportamento do mercado14:42 - Dados de inflação nos Estados Unidos e Argentina16:32 - Emissão recorde de dívida pública no G1017:38 - Sucesso absoluto no IPO da SpaceX na Nasdaq19:40 - Governo americano suspende acesso a modelos da Anthropic27:07 - David Sachs e segurança em inteligência artificial32:24 - Novidades e campanhas da Orderm BTC na Copa33:37 - Perguntas dos inscritos sobre Renan Santos e Bitcoin35:27 - O impacto se a bolha de IA estourar36:01 - Importância de aprender a utilizar ferramentas de IA36:38 - Como manter a sanidade mental diante das notícias37:43 - Riscos e estratégias da empresa MicroStrategy39:47 - SpaceX, Cisne Negro e a euforia do mercado41:49 - Por que as empresas estatais não declaram falência?42:48 - Discussão sobre meta de inflação e taxa Selic45:05 - O fracasso do Metaverso e migração para IA45:38 - Necessidade de ajuste fiscal no atual governo brasileiro47:23 - O que esperar dos mercados após as guerras48:19 - Preferência e torcida na temporada da NBA48:44 - Discurso de Elon Musk na Nasdaq e encerramento
Kyle Grieve and Shawn O'Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-creation machines throughout his career. Tune in as they debate whether Brad Jacobs' unparalleled track record as a capital allocator is enough to justify investing in a business that is still very much a work in progress. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:19) How Brad Jacobs built multiple billion-dollar companies from scratch (00:05:05) The structure QXO used to go public fast (00:06:21) How Beacon Roofing was acquired despite a poison pill defence (00:10:44) What Kodiak added to QXO's geography and product mix (00:14:03) Why the TopBuild deal is a game-changer for margins (00:25:52) How QXO plans to unlock synergies across its portfolio (00:40:56) Why Jacobs' approach to dilution mirrors Henry Singleton's playbook (00:53:11) About the thickness of QXO's competitive moat (01:03:08) The three biggest risks that could derail QXO's vision (01:06:24) Valuation: What bull, base, and bear cases reveal about fair value (01:14:08) Intrinsic value of QXO (01:14:26) Whether Kyle and Shawn will add QXO to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Brad Jacob's first book, How to Make A Few Billion Dollars. Brad Jacob's follow-up book, How to Make A Few More Billion Dollars. Listen to Brad Jacob's interview with David Senra. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Federico analiza las nuevas revelaciones sobre la cloaca del PSOE con los contactos de Leire Diez con la Fiscalía del condenado García Ortiz.
Esmeralda Ruiz analiza las novedades judiciales que implican al expresidente del Gobierno.
In this episode, we break down a packed week of macro, market and stock-specific news. We start with the Bank of Canada holding rates at 2.25% as inflation pressures remain sticky, then look at the latest U.S. CPI print and why markets are still worried about inflation staying higher for longer. We also discuss the insider tipping allegations surrounding TerraVest and why governance risk can matter, even when the underlying business remains strong. From there, we move to the IPO market, including OpenAI reportedly filing confidentially for an IPO, the latest on SpaceX’s expected public listing, and Wealthsimple’s new IPO access feature for retail investors. Finally, we look at Lululemon’s tough quarter, weak Americas sales, margin pressure, lowered guidance, and whether the company is starting to look more like a turnaround story than a premium compounder. Tickers of stocks discussed:TIH.TO, LULU, ATZ.TO, META, GOOGL, AMZN, MSFT, NVDA, SPY, QQQ Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to outmaneuver Uber, which eventually ceded its entire market share to Grab. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:34) How Grab was able to outcompete Uber (00:11:18) What unique advantages Grab has been able to take advantage of in Southeast Asia (00:13:36) Why Grab's lending business fits so naturally into its flywheel (00:59:13) What are the biggest risks facing the company (00:43:03) Why Grab's profit margins are inflecting so dramatically, and where they could land (01:04:12) What makes Southeast Asia such an appealing market to invest in long-term (01:12:20) How to think about Grab's intrinsic value and attractiveness as an investment (01:15:13) Whether Shawn and Daniel decide to add Grab to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps 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 Mastermind for investors to learn, share ideas, network, and join calls with experts: Apply to join! Track The Intrinsic Value Portfolio. Compound with Rene's deep dive into Grab. Listen to Shawn & Daniel's podcast on Uber. Read Shawn's newsletter on Uber. Follow Shawn on X and Linkedin. Follow Daniel on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
En este episodio de Café en Mano Podcast, me siento con Francisco Parés, exsecretario de Hacienda de Puerto Rico, junto a Carlos Feliciano, para tener una conversación profunda sobre el país, sus finanzas públicas, la realidad económica y los problemas estructurales que siguen sin atenderse.Hablamos del Verano del 2019, de cómo Francisco llegó al gobierno, de su experiencia liderando Hacienda, de por qué Puerto Rico hoy puede correr con superávit pero aun así seguir en una situación frágil, y de cómo muchas veces se vende una narrativa incompleta sobre lo que realmente está pasando.También entramos en temas como la Junta de Supervisión Fiscal, el sistema de pensiones, la Ley 106, la falta de educación financiera, la emigración, el envejecimiento poblacional, la UPR, los hospitales, la necesidad de compactar servicios y la pregunta más importante de todas: qué tipo de país estamos dejando para la próxima década.Una conversación relajada pero bien seria sobre Puerto Rico, liderazgo, servicio público, futuro, ahorro, inversión y las decisiones difíciles que nadie quiere tomar.Suscríbete a Café en Mano Podcast y comparte este episodio con alguien que quiera entender mejor hacia dónde va Puerto Rico.Compra tu cafe dos caminos: cafedoscaminos.comSaca tu cita con CAF investments: https://calendly.com/cafinvestments/15min00:00 Intro + Carlos Feliciano presenta a Francisco Parés01:20 Update del mercado: empleo, inflación, intereses y petróleo04:18 Irán, energía y por qué el impacto todavía no se siente completo en Puerto Rico08:00 ¿Puerto Rico ya está en recesión? sentimiento del comerciante y economía real11:30 Explicar el problema de Puerto Rico al puertorriqueño común14:30 La reducción poblacional y por qué hay que compactar salud y educación18:33 La falta de estados financieros recientes y el golpe a la transparencia21:30 ¿Puerto Rico corre en déficit o en superávit? la gran diferencia entre estar en verde y estar bien28:00 La trayectoria de Francisco Parés y cómo llegó a ser secretario de Hacienda32:00 Verano 2019 y el momento en que casi le toca asumir la gobernación39:47 Por qué decidió renunciar y reconocer que su ciclo en Hacienda había terminado45:00 Qué cambios sí se hicieron en Hacienda: SURI, recaudos, planes de pago y fiscalización57:08 El cambio de política pública en Hacienda y cómo se recaudó más sin destruir negocios01:04:00 Cultura contributiva, evasión y la diferencia entre tomar riesgos y ser evasor01:10:00 Retiro, Reforma 2000, Ley 106 y por qué tanta gente no entiende su plan01:18:00 El sistema de pensiones: cómo colapsó y qué significa hoy para Puerto Rico01:25:00 Educación financiera, inversión y creación de riqueza en Puerto Rico01:32:00 UPR, hospitales y el costo de no querer compactar servicios01:40:00 Puerto Rico está roto, pero todavía hay esperanza si se toman decisiones difíciles
Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is the end of Wix or whether Wix is too sticky, and whether the Base 44 acquisition — Wix's bet on AI-powered app generation — is the next leg of the story or a distraction from the SMB infrastructure business the company already dominates. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:48) How Wix Was Founded (00:23:46) Why Clients Keep Using Wix (00:26:19) How Much of Wix Is Actually Vulnerable to AI (00:35:32) Why Wix Is More Sticky Than It Seems (00:37:01) Whether Vibecoding Is Likely to Disrupt Drag-and-Drop Website Building (00:45:34) Why Base44 Could Change the Entire Investment Case (01:01:25) How Wix Could Survive and Turn Into a Multibagger (01:04:29) Valuation Discussion of Wix (01:09:21) Whether Shawn and Daniel Add Wix to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Portfolio Review Submit Tool. Value Investor Club Article. Chit Chat Stocks w/ Manuel Cunha. Future Investing Interview w/ Manuel Cunha. Rene Sellman Substack Article. Manuel Cunha Substack Article. Previous Intrinsic Value breakdowns: Figma, Microsoft, Salesforce, Adobe. Follow Shawn on X and Linkedin. Follow Daniel on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm