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In The PenRick Graham (@IAmRickGraham) and Jake Crumpler (@jakecrumpler) take an early look at relievers likely to be traded before the deadline. Join Our Discord & Support The Show: PL+ | PL Pro - Get 15% off Yearly with code PODCASTProud member of the Pitcher List Fantasy Baseball Podcast Network
DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2025. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12811Date of first use: June, 2025
In The PenRick Graham (@IAmRickGraham) and Jake Crumpler (@jakecrumpler) take an early look at relievers likely to be traded before the deadline. Join Our Discord & Support The Show: PL+ | PL Pro - Get 15% off Yearly with code PODCASTProud member of the Pitcher List Fantasy Baseball Podcast Network
In The PenRick Graham (@IAmRickGraham) and Jake Crumpler (@jakecrumpler) take an early look at relievers likely to be traded before the deadline.
Australian-born Luke Mulcahy started in FP&A at larger businesses including Coates Group (internet leader in Sydney) and manufacturing company Sherwin-Williams. But for nearly 4 years he has loved having “wow” moments of finance insights with smaller companies. closer to the $5-10million range, where powerful insights are taken straight from finance to the CFO. In his words: “You can have those moments a lot more frequently with small business owners and just tell them what they're, what they're missing, what they haven't got eyes on.” In this episode: Forecasting energy consumption for a utility company in Australia The fear and strategy of becoming a fractional CFO The ideal set up for FP&A in small businesses Why big companies often have big data problems (and cleaning that data) Big FP&A wins in small business Solving the date problem in Excel
Jake is back solo on this Wednesday to break down and discuss with you where the BFB coverage is headed during the summer period and much more. Banter on the following:What really matters about the Jags trade in the coming yearsWhy Mason Graham's outcome can somehow be a bonusGraham's progress at camp going from "read" to "attack" schemeWhy interior pressure matters so much with dictating pass protectionWhy the slot receiver role in this offense is unpredictable yet needs attentionTo unlock the FULL daily podcast each day take advantage of 30% off an annual subscription by clicking the link to join and support us by subscribing at BrownsFilmBreakdown.com.
Venture Unlocked: The playbook for venture capital managers.
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.In this episode, I sat down with Logan Bartlett, Managing Director of Redpoint Ventures. We explore the evolving landscape of venture capital and startup investing and dive deep into the challenges facing unicorn companies post-2021, the transformative potential of AI, and the critical factors for successful startup investments. Logan shares insights on identifying promising founders, navigating market uncertainties, and the importance of adaptability in both founding teams and venture capital. Key takeaways include the need for founders with rapid learning capabilities, the potential disruption and opportunities in AI, the changing dynamics of startup valuations and exits in a challenging market environment, and so much more.About Logan BartlettLogan Bartlett is a Managing Director at Redpoint Ventures, where he leads early-growth investments in enterprise software, with a focus on infrastructure, SaaS, and AI. Since joining Redpoint in 2020 after six years at Battery Ventures, Bartlett has backed high-growth companies such as Ramp, Cribl, Cyera, Monte Carlo, FloQast, Crossbeam, and Workato. His work has earned him recognition on both the Forbes 30 Under 30 and the Midas Brink lists.Beyond investing, Bartlett hosts The Logan Bartlett Show, a podcast featuring in-depth conversations with top founders, operators, and investors. The show offers insights into startup growth, market cycles, and venture capital strategies, and has become a respected resource within the tech ecosystem.Redpoint Ventures, founded in 1999, is a venture capital firm that partners with visionary founders to create and redefine markets. The firm invests in startups across various stages, from seed to growth, and has backed over 578 companies, including industry giants like Snowflake, Looker, Kustomer, Twilio, and Netflix. With 181 IPOs and M&A exits and managing $7.2 billion across multiple funds, Redpoint's expertise in guiding businesses toward success is well-established.Timestamps:In this episode, we discuss:* Logan Bartlett's Path into Venture Capital (1:46)* The 2021 Unicorn Logjam and Future Outlook (4:38)* AI's Role in Reshaping Legacy Companies (8:32)* Liquidity Challenges and Growth Stage Investing (11:16)* Portfolio Construction and Risk Balance (17:16)* Underwriting Series B Investments (22:41)* Portfolio Composition and Risk Appetite (26:36)* Evaluating AI Companies and Revenue Durability (30:01)* Forecasting and Macro Underwriting (35:32)* Key Investment Decision Criteria (40:11)* Traits of Successful Venture Investors (45:28)* Final Thoughts and Takeaways (49:58)I'd love to know what you took away from this conversation with Logan. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on X. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com
Sponsored by Quickbase.Today we are in conversation with Scott and Bob to tackle one of construction's biggest pain points: inconsistent data and processes. From prefab to project closeout, they break down how standardization and the right tools can bring clarity, efficiency, and real results across any job size.01:00 – Meet Scott & BobIndustry experts from Trinity and Quickbase share their mission to unify construction data and operations.03:12 – The Big Problem: Inconsistent Data & ProcessesFrom field teams to executives, construction companies are plagued by fractured workflows and siloed tools.06:25 – Small Projects, Big Blind SpotsHow smaller jobs often fall through the cracks due to ad hoc tools like spreadsheets and emails.08:45 – Why Standardization Isn't Optional AnymoreIf your teams manage projects differently, leadership loses the ability to assess performance across the board.12:15 – Are All Construction Projects the Same? Not Quite.Recognizing project-level variation without abandoning company-wide consistency is the sweet spot.14:00 – Lean Lessons from HockeyHow teams can stay on track—even with changes—by sticking to shared systems and clear data tracking.16:30 – Debunking 'We're Different': Standardization Is Always PossibleAfter working with hundreds of firms, Scott and Bob argue no contractor is too “unique” to benefit from process clarity.20:00 – New Hires, Vacations & the Bus FactorWhy consistent workflows empower teams to pick up slack, even when key players are out.22:30 – Lighthouse Electric: A Case Study in Connected ConstructionDiscover how one company used Quickbase to map everything—from prefab to procurement—into one system.26:00 – Prototype, Don't Perfect: Build Smarter, Not SlowerQuickbase enables rapid iteration and feedback-driven solutions rather than expensive “one-and-done” systems.29:00 – The Four Pillars of Construction Process SuccessProductivity, safety, quality, and service—how top teams prioritize all four through digital workflows.33:00 – Forecasting with Data: From Tuggers to TrendlinesReal examples show how centralizing tool tracking improves budgeting, scheduling, and field coordination.36:40 – Scalability Over Shiny ToolsWhy small- to mid-sized firms should choose flexible platforms that grow with them—not bloated software suites.38:30 – Integration Made Easy: Connecting with Any GC's SystemQuickbase can tie into nearly any project management tool, even when juggling multiple general contractors.42:00 – Final Thoughts: Improve Continuously & Listen to Your PeopleDon't chase the newest tech blindly—bring your experienced team into the process and build together.CHECK OUT THE PARTNERS THAT MAKE OUR SHOW POSSIBLE: https://www.brospodcast.com/partnersFIND US ONLINE: -Our website: https://www.brospodcast.com -LinkedIn: / constructionbrospodcast -Instagram: / constructionbrospodcast -TikTok: https://www.tiktok.com/@constructionbrothers?lang=en-Eddie on LinkedIn: / eddie-c-057b3b11 -Tyler on LinkedIn: / tylerscottcampbell If you enjoy the podcast, please rate us on Apple Podcasts or wherever you listen to us! Thanks for listening!
This Week in Machine Learning & Artificial Intelligence (AI) Podcast
Today, we're joined by Ben Wellington, deputy head of feature forecasting at Two Sigma. We dig into the team's end-to-end approach to leveraging AI in equities feature forecasting, covering how they identify and create features, collect and quantify historical data, and build predictive models to forecast market behavior and asset prices for trading and investment. We explore the firm's platform-centric approach to managing an extensive portfolio of features and models, the impact of multimodal LLMs on accelerating the process of extracting novel features, the importance of strict data timestamping to prevent temporal leakage, and the way they consider build vs. buy decisions in a rapidly evolving landscape. Lastly, Ben also shares insights on leveraging open-source models and the future of agentic AI in quantitative finance. The complete show notes for this episode can be found at https://twimlai.com/go/736.
In this episode, Craig Jeffery talks with Dave Robertson about how AI is being applied in treasury today. They cover key use cases, from forecasting and credit analysis to policy automation, and explore challenges like hallucinations and data privacy. What should treasurers be doing now to prepare for what's coming? Listen in to learn more. CashPath Advisors
“You've got to get yourself in a position to exit, and then give yourself the time to exit properly. The biggest advice I give sellers is to not be in a rush to sell.” This is a special episode only available to our podcast subscribers, which we call The Mini Chief. These are short, sharp highlights from our fabulous guests, where you get a 5 to 10 minute snapshot from their full episode. This Mini Chief episode features Dean Salakas, Former CEO of The Party People. His full episode is titled Being sale-ready, Forecasting like a CFO, and Selling confidently on your terms. You can find the full audio and show notes here:
Send us a textYou've built systems that hold up under pressure...Forecasting. Budgeting. Team management. Cross-functional chaos. You lead it all without breaking stride.But your health?Still being held together with duct tape, caffeine, and “I'll figure it out.”This episode isn't a gut check. It's a systems check.If your meals are random, your workouts inconsistent, your sleep nonexistent, and your confidence slowly fading, you're not broken. You're just operating in chaos without a framework.Inside, I walk you through the 5 systems I install with every high-performing client that stop the guessing and finally engineer real results, without needing more time, motivation, or 75 Hard.And if you've been winging this for way too long?DM me “DESIGN” on Instagram.We'll walk through what your real system needs to look like, so you can stop surviving and start leading in your health the same way you do everywhere else.If this episode hit home, make sure you're subscribed. This is Fitness by Design, the podcast for high-performing men ready to stop winging it and start leading with their body. For more stories, strategies, and hard truths: Follow me on Instagram – @spencerhgallo Connect with me on LinkedIn – Spencer Gallo Or shoot me a text, I read every single one. Let's keep building your edge, one episode at a time.
Brewed with Brains: Beer, Bots, and Bold New Beginnings. Palm Power: Precision Performance with the Pricey but Potent Rocc. Scooter Surge: Segway's Sleek, Smart, and Sturdy Solution for City Commuters. Towering Technology: The Swiss Spiral Soars with 3D Precision. Sugar Sense or Sensor Senselessness? Stelo, Stats, and the Self-Tracking Surge. Gas from Glass: Turning Thin Air into Tank Fill. Forecasting the Future: AI, Access, and Atmospheric Accuracy. Translation Temptation: Why Language Learning Still Matters in the Age of AI. Ping Pong Prodigy: Predictive Paddlebot Pushes Precision to the Pinnacle.
DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2025. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12806Date of first use: June, 2025
Brent Callicott is a self-made “weatherologist” from Union City, Tennessee, and the trusted voice behind Brent's Weather Page on Facebook. In this episode, he shares how a childhood fascination with storms and a little nudge from his wife and daughter sparked what would become one of Northwest Tennessee's most-followed weather resources. With more than 13,000 followers and no formal training, Brent has built a community by delivering clear, compassionate weather updates. Whether it's a snow day, heat wave or severe storm warning, Brent is the messenger that locals trust. This episode is sponsored by First Choice Farm & Lawn.
In this episode of SaaS Fuel, Jeff Mains sits down with Natalia Zacharin, founder of Zacharin & Co Consulting, to talk about financial clarity, fractional CFO strategies, and turning financial chaos into sustainable growth.They unpack why most SaaS companies operate blind when it comes to money, the dangers of growing too fast, and how founders can stop guessing and start scaling—with confidence.Natalia also shares how one founder survived a major revenue drop without debt, and the psychology behind smart financial decisions that separate profitable businesses from struggling ones.Key Takeaways00:00 – The payroll-to-revenue sweet spot for SaaS (30% rule)01:06 – Welcome to SaaS Fuel with Jeff Mains02:00 – Why financial clarity is a superpower03:48 – Meet guest: Natalia Zachary, founder of Zachary & Co05:37 – From accounting to strategic CFO: Natalia's journey06:38 – Why founders must own their numbers08:22 – What a fractional CFO actually does10:54 – Why growth can lead to running out of cash12:05 – Hiring mistakes and scaling with intention18:10 – Forecasting tips for SaaS founders21:57 – Most important SaaS metrics to watch24:45 – The difference between profit and cash in the bank27:12 – Avoiding the CAC-to-cash gap30:33 – Why profit matters again (finally)35:07 – Turning a low-margin SaaS into a sellable asset39:11 – Tools to simplify financial tracking41:23 – How masterminds improve founder financial IQ43:15 – The future of AI in finance46:42 – Mindset shift: clarity > avoidanceTweetable Quotes“Fast growth can kill your business if you don't manage cash.” — Natalia Zacharin“Financials aren't just numbers—they're the story of your business.” — Jeff Mains“You don't need a huge finance team. You need a smart one.” — Natalia Zacharin“If you don't know your runway, you're already flying blind.” — Jeff Mains“A mind once stretched by new numbers never returns to old assumptions.” — Natalia Zacharin“Revenue is vanity. Profit is sanity. Cash is reality.” — Jeff MainsSaaS Leadership LessonsKeep Payroll at 30% of Revenue – It gives breathing room for taxes, reinvestment, and founder salary.Fractional CFOs Are Game-Changers – They offer high-level insights without the full-time cost.You Can Grow Yourself to Death – Fast growth without cash control leads to disaster.Forecasting Beats Guessing – A basic forecast can prevent gut-based, costly decisions.Profit ≠ Cash – Just because you're profitable on paper doesn't mean you have money in the bank.SaaS Valuation Starts with Financial Clarity – A sellable business has healthy margins, clean books, and intentional growth.Guest ResourcesEmail - natalia@zacharinconsulting.comWebsite - http://www.zacharinconsulting.comFacebook - https://www.facebook.com/natalia.alekseyevna/Linkedin - https://www.linkedin.com/in/growyourbottomlineEpisode SponsorSmall Fish, Big Pond –
In this episode of Supply Chain Now, hosts Scott Luton and Kim Reuter welcome Lindsey Billing and Paul Boothe for a conversation on how AI is transforming the future of supply chain—from warehouse automation to intelligent forecasting and data-driven decision-making. Together, they explore real-world innovations already in play and what it takes to turn buzzwords like “AI” and “automation” into actual value.Lindsey shares how NLS is piloting robotics and autonomous systems to reduce costs and increase speed, while Kim breaks down why clean, connected data is foundational for any successful AI strategy. Paul brings perspective on where companies should focus their AI investments to unlock faster wins without losing the human touch. They discuss consumer unpredictability, data readiness, customer experience, and how today's tech is shaping tomorrow's fulfillment.Jump into the conversation:(00:00) Intro(04:05) Meet the guests: Lindsey Billing and Paul Boothe(08:42) What innovation looks like in today's supply chain(13:15) Robotics, automation, and AI use cases(17:58) Why clean data matters more than cool tools(22:21) Forecasting with AI: Demand, labor, and inventory(27:09) Balancing automation with human touch in customer service(32:33) Consumer unpredictability and data-driven decision-making(36:47) AI hype vs. AI practicality(41:10) Where to start with AI adoption in supply chain(46:00) Final thoughts: what's next in supply chain techAdditional Links & Resources:Connect with Lindsey Billing: https://www.linkedin.com/in/lindseybilling/Connect with Paul Boothe: https://www.linkedin.com/in/paul-boothe-0885aaa/Learn more about Osa Commerce: https://www.osacommerce.com/Learn more about NLS: https://nls.ca/Check out the Osa Commerce Supply Chain Trends Report: https://osacommerce.com/download-2025-supply-chain-trendsConnect with Scott Luton: https://www.linkedin.com/in/scottwindonluton/Connect with Kimberly Reuter: https://www.linkedin.com/in/kimberly-reuter-csg/Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Supply Chain Orchestration with SAP: https://bit.ly/4jFJn9qWEBINAR- In Chaos We Create: Bridging the Critical Raw Materials Gap Through Strategic Convergence:
Snap CMO Grace Kao talks sponsored snaps, AI and Cannes on the Marketer's Brief.
Carola Appel ist Chief Operating Officer der Carl Kühne KG, dem weltweit bekannten Hersteller von Gewürzgurken, Essig, Senf, Rotkohl, Grillsaucen und anderen Leckereien, die wahrscheinlich jeder von uns im Haushalt findet. Das Unternehmen ist über 300 Jahre alt, und ist damit eines der ältesten Familiengeführten Traditionsunternehmen in Deutschland. Mit unserem Host Boris Felgendreher spricht Carola in dieser Folge des BVL Podcasts unter anderem über folgende Themen: Hintergrund: - Carola Appel ist seit September 2024 bei der Karl Kühne KG, mit Stationen bei Müllermilch, Greenyard & Gläserne Molkerei. - Ursprünglich Maschinenbau-Studium, „Zufallseintritt“ in die Logistik bei Müller. - Leidenschaft für Lebensmittel: Nahbarkeit, Alltagsbezug, Verantwortung. Das Unternehmen Carl Kühne: - Kühne ist ein 303 Jahre altes Familienunternehmen. - Produktion in Deutschland, mit zwei Auslandswerken (Frankreich, Türkei), Export in 80 Länder. - COO-Rolle: Verantwortung für Produktion, Supply Chain, Einkauf, QM, Planung & Logistik (ca. 800 MA von 1.005). Strukturen & Märkte: - Business Units: Consumer (Retail), Professional (B2B, z. B. Soßen für Systemgastronomie), Industriegeschäft. - Wichtige Auslandsmärkte: Benelux, Frankreich, Türkei, China (Export), Kanada (Marktführer bei Sauerkraut), USA (Potenzial). Produktion & Lieferketten: - Beispiel Gewürzgurken: empfindlich, kurze Erntezeit (12 Wochen), aufwändige Verarbeitung. - Klimawandel & Erntebedingungen beeinflussen Mengen stark. - Lieferketten global, aber möglichst kurz gehalten (z. B. Gurken aus Nähe der Werke). - Wichtiges Thema: Demand Planning & Forecasting. Herausforderungen & Innovation: - Traditionelle Produkte, schrumpfender Markt in DE → neue Konsumanlässe (z. B. Rotkohl auf Pizza). - Neue Produktideen & Innovationsmanagement mit cross-funktionalem Team. - Herausforderungen: steigende Rohstoff- & Energiekosten, Fachkräftemangel, Transportkosten. Supply Chain & Digitalisierung: - Fokus auf Modernisierung: Netzwerk, Lagerstandorte, Automatisierung, TMS-Einführung. - Läger teils noch manuell, Blocklagerung, hohes Potenzial für Automatisierung. - Eigene Läger & Veredelung: wird auf Zukunftstauglichkeit geprüft. Zentrale Herausforderung: - Fahrermangel & langfristig tragfähige Logistikstrukturen. KI & Daten: - Potenzial in: Demand Forecasting, Routenoptimierung, administrative Automatisierung. - Engpass: fehlende oder schlecht vernetzte Datenbasis. - KI derzeit (noch) nicht besser als erfahrene Planer, aber wachsendes Interesse & Projektbudgets vorhanden. Diversität & persönliche Perspektive: - Carola als Vorbild: wenige Frauen in Führungsrollen in Technik & Logistik. - Ursachen: fehlende Betreuung, kulturelle Barrieren, mangelnde Vorbilder. - Engagement in Netzwerken (z. B. Ladies in Logistics). Carolas Ziele: moderne, agile Supply Chain, innovative Mitarbeiterkultur, technologische Modernisierung der Werke. Hilfreiche Links: Carl Kühne KG: https://www.kuehne.de/ Carola Appel auf LinkedIn: https://www.linkedin.com/in/carola-appel-93601873/ Boris Felgendreher auf LinkedIn: https://www.linkedin.com/in/borisfelgendreher/ BVL: https://www.bvl.de/
Hi, and welcome to The Long View. I'm Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Dr. Paul Ashworth. Paul serves as Chief North America Economist at Capital Economics. He joined the London-based research firm in 2001 from the National Institute of Economic and Social Research after taking degrees in economics and mathematics at Strathclyde and Warwick in the United Kingdom and completing a Ph.D. in monetary policy. In 2010, Paul was named Wall Street Journal Forecaster of the Year.BackgroundBioCapital Economics“Ashworth Tops Economy Survey,” by Justin Lahart, wsj.com, Feb. 7, 2011.Tariffs, Trade, and Inflation“Trump Tariffs Get to Stay in Place for Now. What Happens Next?” by Peter Hoskins and Yang Tian, bbc.com, May 30, 2025.“Economists Welcome U.S.-U.K. Agreement for Signal Rather Than Substance,” by Harriet Torry, wsj.com, May 8, 2025.“This Economist Thinks the Tariff Pause Could Be Permanent,” by Hannah Erin Lang, wsj.com, April 9, 2025.“Consumer Sentiment Darkens Further With Inflation Worries Rising,” by Chao Deng, wsj.com, May 16, 2025.Other“Why Trump Decided Not to Try to Fire Jerome Powell,” by Brian Schwartz, Josh Dawsey, and Nick Timiraos, wsj.com, April 23, 2025.“The Weekly Briefing: AI's Productivity Boom, Central Bank Rhetoric vs Reality, Recession Risk and More,” A Capital Economics podcast, Sept. 22, 2023.
A number of new releases hit the big screen this week, so we're delving into all things John Wick with Ballerina, the Wes Anderson crowd analysis for The Phoenician Scheme, and a look ahead at pre-sales for the upcoming How To Train Your Dragon live-action remake!Topics and times:Year-to-date box office comparisons - 0:55This weekend's box office - 2:25Ballerina audience analysis - 3:24Ballerina audience reception - 5:00Ballerina marketing recommendations - 6:34The Phoenician Scheme box office overview - 8:15The Phoenician Scheme audience analysis - 9:07Upcoming releases - 11:06How To Train Your Dragon pre-sales analysis - 11:49Next week - 12:49Find us at https://www.linkedin.com/company/vista-group-limited/, and follow lifeatvistagroup on Instagram
Send us a textIn this episode of the Real Estate Development Insights podcast, we sit down with Brendan Whitsitt to explore the evolving landscape of purpose-built rental housing (PBR). With a career that spans architecture, private development, and large institutional platforms like Tricon Residential, Brendan brings a nuanced perspective on what it takes to make rental projects work in today's environment.We dive into the differences between condo and rental development models, the critical importance of systems and incentives, and why execution—rather than entitlement—has become the main driver of value. Brendan also shares insights into building better rental buildings, from thoughtful amenity selection to optimizing the resident move-in experience.He unpacks the current market reality: stalled condo projects, financing challenges, and what his new venture, Recovery Capital, is doing to reposition struggling developments as viable rental opportunities.Here are some of the topics we cover in this episode:– The evolution of purpose-built rental development in Toronto– Key differences between condo vs. rental execution models– Why horizontal project management outperforms vertical handoffs in rentals? – Critical systems and incentives every rental project needs– How to design rental buildings with resident experience and retention in mind?– Challenges in leasing, amenities, and operational strategy– The role of institutional investors in the Canadian PBR market– A closer look at Recovery Capital's model for saving stalled developments- Forecasting the next 3–5 years of housing supply, immigration, and affordabilityImprint Development is a real estate company focused on delivering rental and mixed-use projects that last—physically, financially, and socially. Headquartered in Toronto and informed by experience across North America, we apply a fully integrated model to design, build, and operate high-quality rental housing with discipline and care. For the communities where we work, this means more thoughtful buildings and better long-term outcomes.For more information, please refer to RealEstateDevelopmentInsights.Com.
Kristin Kay of Manhattan Associates talks about their Active TMS, continuous innovation & automated testing, & why transportation is more complex than ever. IN THIS EPISODE WE DISCUSS: [04.20] An introduction to Kristin, and Manhattan Associates. “We don't view supply chain as a cost center – it can be a competitive advantage, if you start to remove some of the siloes between your solutions.” [06.18] The biggest impacts on the transportation industry right now, and why the industry is more complex than ever before. “It's a whirlwind! We have a lot of different things coming into play. Macro economic shifts, sky high customer expectations, pressure to hit sustainability targets… Depending on the industry, the days of just managing your transportation are gone.” [09.17] Why Transportation Management Systems often come with their own set of problems, and the biggest TMS challenges Manhattan see with their customers. “Whatever challenge comes up, sometimes that challenge isn't the biggest problem. The problem is how inflexible either your systems or operations are. If they're inflexible, you don't have options.” “The burden of maintaining integrations between all of these systems takes a lot of time. We find that teams are spending more time managing their systems and TMS than managing their freight. And that can be a red flag wherever you have volatility.” “As things change, your pendulum swings between ‘I really need to save money' to ‘I really need to give service to customers'… But there is an answer between speed and cost, and we need to be able to react to that.” [12.58] What connectivity and integration speed and ease looks like with Manhattan's Active TMS, and the impact on key focus areas like visibility, collaboration and flexibility. “Transportation is a team sport… And that connectivity is the heartbeat of agility.” “If you're going to do any software implementation, decide: ‘What are my key KPIs, how do I know what's right, how do I build that confidence?' So that when I turn that switch on, I'm getting those benefits – not just creating more questions.” [16.57] Manual versus automated testing, how automated testing works with Manhattan, and the business benefits of continuous validation and accelerated deployments. [19.37] How automated testing can help to reduce risk and allow businesses to make informed, data-driven decisions in a climate filled with risk and unexpected disruption. [23.34] The importance of communication and transparency, the power of partnership, and how customer-driven enhancements make Manhattan's Active Transportation Management unique. “True innovation can't happen in isolation, it happens through partnership.” “It really comes down to the end user experience. If that's bad, it doesn't matter how good your integration is, or how great your reporting is, or how fast you can change. If people don't like using the product, you're going to have trouble.” [27.29] Why scalability means more than just scaling up or down, and how continuous innovation helps businesses with future-proofing, allowing them to stay ahead of the game without having to constantly overhaul systems. [32.24] What Manhattan's synchronization of operations and end-to-end unification mean for teams and businesses. [35.59] A case study exploring how Manhattan helped a grocery client shift their mindset, unify, embrace dynamic planning and unlock big benefits. [40.08] What we can expect from Manhattan in the second half of 2025. RESOURCES AND LINKS MENTIONED: Head over to Manhattan Associate's website now to find out more and discover how they could help you too. You can also connect with Manhattan and keep up to date with the latest over on LinkedIn, YouTube, Facebook and X (Twitter), or you can connect with Kristin on LinkedIn. If you enjoyed the episode and want to hear more from Manhattan, check out: 439: Breaking Down Silos: Discover The Power of Unified Supply Chain Planning, with Manhattan Associates 432: Discover the Future of Forecasting, with Manhattan Associates 430: Unify Your Supply Chain Systems, with Manhattan Associates
The 2025 hurricane season is underway, and the U.S. is likely to see higher than average activity. The past couple of years, extremely warm water in the Gulf of Mexico helped storms rapidly intensify to major hurricanes. But cuts to federal weather monitoring and hurricane modeling could leave the U.S. underprepared for strengthening storms. Also, record-breaking heat in the oceans has led to the most widespread coral bleaching event ever documented, ongoing since January 2023. Bleaching weakens the corals and many end up dying, but others can recover and researchers are finding ways to help corals survive and thrive. And poor air quality from wildfire smoke and other pollutants can harm cardiovascular health and also make farmworkers more prone to work injuries, according to researchers. But in California, requirements for employers to hand out face masks are often too late to prevent farmworkers from experiencing impacts. We talk about proposals to better protect the people who grow our food from air pollution. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode I dive into the often overlooked topic of founder-led sales. I discuss the common struggle many business owners face in handling various roles, especially holding onto the sales process for too long. I highlight the importance of delegating parts of the sales process, such as discovery calls and lead generation, to create a more scalable and efficient sales machine. I emphasize the need for documented, repeatable processes, clear client qualification guidelines, and the use of enablement materials. Additionally, I provide actionable insights on setting achievable sales goals, tracking key metrics through a CRM, and gradually transitioning to a role of sales coach while hiring sales reps. This episode is filled with practical advice to help you refine your sales strategy and overcome the bottlenecks that hinder your business growth. What You'll hear in this episode: [00:45] The Importance of Sales in Business [01:20] Challenges of Founder-Led Sales [02:10] Outsourcing and Delegating Sales Processes [04:45] Creating a Scalable Sales Machine [07:00] Setting Sales Goals and Metrics [08:45] Transitioning Out of the Sales Process [11:05] Leveraging Technology and Personal Touch in Sales [12:55] Incentives and Forecasting for Sales Teams If you like this episode, check out: Increase Your Earnings Without the Sales Struggle Sales Conversations That Convert with Nikki Rausch Stop Waiting and Start Scaling with Sam Vander Wielen Want to learn more so you can earn more? Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2025. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12797Date of first use: June, 2025
There's a storm brewing...Upsets are one of the greatest parts of college football, and on this episode, Mitch and Trey are reading the models, watching the skies, and forecasting the greatest potential for explosive underdog victories during the 2025 season.FOLLOW: @ThreeTechPod on Instagram and TwitterHOMEFIELD DISCOUNT: THREETECHPOD for 15% off!BALLR PICKLEBALL: THREETECHPOD for 10% off!SOCIALS: @ThreeTechPod on Instagram and TwitterWATCH: youtube.com/@threetechpod
On The South Florida Roundup, we looked at President Trump's new travel bans and restrictions — and the impact, if not the insult, it's registering in our Haitian, Venezuelan and Cuban communities (01:08). We also talked with acclaimed NBC 6 meteorologist John Morales about his concerns that Trump's budget cuts could have weathermen like him “flying blind” this hurricane season (20:02). And we heard from South Miami Mayor Javier Fernandez about his suit to keep his cops out of immigration enforcement(35:40).
JOIN THE FREE FB Group Today: https://www.facebook.com/share/g/18GyuCEkER/In this video, I break down exactly how we project restaurant sales for the upcoming week and month—step by step. Whether you're a new restaurant owner or scaling to multiple locations, accurate restaurant sales forecasting is critical to staying profitable.You'll learn:1- How we calculate weekly and monthly restaurant sales projections2- The method we use to forecast based on historical data, trends, and seasonality3- How we use sales projections to set our food purchase budget4- How we plan our labor budget around projected sales to control prime cost5- How we create targeted marketing and sales strategies to actually hit our numbersStop guessing. Use real data to make smart decisions in your restaurant. Whether you're managing one store or scaling a brand, this system will help you run lean, make more profit, and plan like a pro.https://www.facebook.com/share/g/18GyuCEkER/
// GUEST //AI Crash Course: https://substack.com/home/post/p-159807269?utm_campaign=post&utm_medium=webSubstack: https://henrythe9th.substack.com/X: https://x.com/henrythe9thsLinkedIn: https://www.linkedin.com/in/henrythe9th // SPONSORS //iCoin: https://icointechnology.com/breedloveNetsuite: https://netsuite.com/whatismoneyCowbolt: https://cowbolt.com/Heart and Soil Supplements (use discount code BREEDLOVE): https://heartandsoil.co/Blockware Solutions: https://mining.blockwaresolutions.com/breedloveIn Wolf's Clothing: https://wolfnyc.com/Onramp: https://onrampbitcoin.com/?grsf=breedloveMindlab Pro: https://www.mindlabpro.com/breedloveCoinbits: https://coinbits.app/breedloveThe Farm at Okefenokee: https://okefarm.com/ // PRODUCTS I ENDORSE //Protect your mobile phone from SIM swap attacks: https://www.efani.com/breedloveLineage Provisions (use discount code BREEDLOVE): https://lineageprovisions.com/?ref=breedlove_22Colorado Craft Beef (use discount code BREEDLOVE): https://coloradocraftbeef.com/Salt of the Earth Electrolytes: http://drinksote.com/breedloveJawzrsize (code RobertBreedlove for 20% off): https://jawzrsize.com // SUBSCRIBE TO THE CLIPS CHANNEL //https://www.youtube.com/@robertbreedloveclips2996/videos // TIMESTAMPS //0:00 - WiM Episode Trailer 1:29 - Henry's Background in Computer Science and AI 13:33 - Falling Down the AI Rabbit Hole 20:22 - The AI Crash Course for Beginners 22:34 - iCoin Bitcoin Wallet 24:04 - NetSuite by Oracle 25:14 - What Is AI? Neural Nets and Context Windows Explained 32:20 - Predictive Power and Depth of Modern Models 35:15 - Crossing the AI Chasm 41:03 - Cowbolt: Settle in Bitcoin 42:18 - Heart and Soil Supplements 43:17 - The “DeepSeek Moment” and What It Means 53:17 - Will Every Business Become an AI Business? 55:26 - Mine Bitcoin with Blockware Solutions 56:52 - Helping Lightning Startups with In Wolf's Clothing 57:44 - Hard-Earned Advice for Tech Founders 1:04:24 - Lean and Scalable AI Business Models 1:12:59 - Onramp Bitcoin Custody 1:14:55 - Mind Lab Pro Supplements 1:16:05 - Using AI to Write and Publish a Book 1:24:34 - Buy Bitcoin with Coinbits 1:26:02 - The Farm at Okefenokee 1:27:12 - Forecasting the Future of AI 1:34:46 - Where to Find Henry Shi // PODCAST //Podcast Website: https://whatismoneypodcast.com/Apple Podcast: https://podcasts.apple.com/us/podcast/the-what-is-money-show/id1541404400Spotify: https://open.spotify.com/show/25LPvm8EewBGyfQQ1abIsERSS Feed: https://feeds.simplecast.com/MLdpYXYI // SUPPORT THIS CHANNEL //Bitcoin: 3D1gfxKZKMtfWaD1bkwiR6JsDzu6e9bZQ7Sats via Strike: https://strike.me/breedlove22Dollars via Paypal: https://www.paypal.com/paypalme/RBreedloveDollars via Venmo: https://account.venmo.com/u/Robert-Breedlove-2 // SOCIAL //Breedlove X: https://x.com/Breedlove22WiM? X: https://x.com/WhatisMoneyShowLinkedin: https://www.linkedin.com/in/breedlove22/Instagram: https://www.instagram.com/breedlove_22/TikTok: https://www.tiktok.com/@breedlove22Substack: https://breedlove22.substack.com/All My Current Work: https://linktr.ee/robertbreedlove
David Chee (@Hs_SirSalty) is the head organizer of Manifest. Before joining Manifold, he was a professional gamer, earning a number 1 ranking in the world at Hearthstone. David and Pratik (@pjchougule) discuss lessons from the gaming community on how to grow prediction markets. They also promote Manifest 2025. Timestamps 1:26: Number of Hearthstone players 2:50: Manifest 2025 3:24: Intro ends 5:24: Interview with Chee begins 5:43: Chee's titles 6:06: Chee's background 7:26: Twitch 8:45: Gaming 14:32: Gaming and gambling 17:31: Chee's introduction to forecasting 20:53: How Chee built a Twitch following 22:46: Size of gaming community 27:28: Growth potential of prediction markets 37:39: Motivation in gaming vs. prediction markets 47:08: Manifest 2025 53:03: Lighthaven 53:39: Talks at Manifest 56:33: Early adopters in forecasting scene 57:58: Chee's hard sell on Manifest 59:52: Berkeley 1:01:34: Where to find Chee Follow Star Spangled Gamblers on Twitter/X @ssgamblers Register for Manifest 2025 at Manifest.is Manifest 2025 is sponsored by Polymarket, the world's largest prediction market.
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Points of Interest0:00 – 1:00 – Introduction to Forecasting Challenges: Marcel and Kristen set the stage by identifying forecasting as a critical but often misunderstood aspect of agency operations, particularly in scaling businesses.1:06 – 2:30 – Defining Forecasting's Importance: They explain how forecasting provides the necessary visibility to manage capacity, revenue, and key metrics, forming the foundation for informed decision-making.2:47 – 3:48 – Forecasting as a Management Function: Marcel discusses how balancing workload and staffing is a core leadership task, becoming more complex and high-stakes as agencies grow in size.5:05 – 6:17 – Bottom-Up Forecasting Explained: Marcel describes the traditional method of forecasting via detailed task-level planning, often used by project managers to allocate resources with precision.6:32 – 7:52 – Limitations of Bottom-Up Approaches: Kristen and Marcel highlight how bottom-up forecasting becomes difficult to scale due to its complexity and sensitivity to frequent changes in scope or staffing.7:59 – 9:39 – Top-Down Forecasting Defined: The conversation shifts to top-down forecasting, which simplifies inputs by modeling at the role or department level, enabling faster, strategic scenario planning.11:00 – 12:20 – Embracing Uncertainty in Leadership Planning: Marcel explains how top-down methods are better suited to leadership conversations, which often require evaluating multiple uncertain scenarios quickly.13:04 – 14:27 – Statistical Logic Behind Simplicity: Marcel introduces the concept of reliability block diagrams, illustrating why less granular systems can actually offer more consistent accuracy over time.17:00 – 17:45 – Precision vs. Accuracy in Uncertain Contexts: The hosts explore how broader, less precise estimates (e.g., ranges) are often more accurate and actionable when future outcomes are unknown.20:31 – 23:01 – Keeping Systems Separate for Efficiency: Marcel warns against tightly coupling bottom-up and top-down systems, advocating for independent but aligned processes to avoid maintenance burdens.26:15 – 27:02 – Material Discrepancies and Process Discipline: They stress that small mismatches between forecasting systems aren't necessarily problems and underscore the importance of scope-driven planning.30:57 – 34:20 – Getting Started with Top-Down Forecasting: The episode closes with advice on how agencies can start building simple top-down models using team capacity and project estimates to guide executive decisions.Show NotesBook a call and learn more about our Forecasting systemLinkedIn Post on Bottom-Up vs Top-Down MathRequest demo videos of our reporting platform
Get 90 days of Fellow's AI meeting assistant at fellow.app/cooIn this episode, Doug and I cover:Why “AI agent” is more than just a buzzwordThe difference between deflection and resolution in AI-powered supportHow Kustomer structures RevOps, GTM, and forecastingWhat it means to operate with high-context vs. generic playbooksHow Doug thinks about team structure, ownership, and cross-functional clarityPredictions for agent-to-agent communication: “Your AI agent will talk to my AI agent—and we'll both just read the summary.”Timestamps:(02:00) Defining agentic AI in customer service(06:30) From deflection to resolution: Kustomer's AI in action(10:15) How AI is changing the org chart and team design(14:00) The problem with low-context playbooks(17:45) RevOps structuring and ownership(22:00) Forecasting: visibility vs. execution(27:00) AI tooling, integration, and buyer psychology(31:00) Agent-to-agent interactions and AI futurecasting(34:30) What Doug's watching next in ops and AI LinksDoug Hanna on LinkedIn - https://www.linkedin.com/in/douglashanna1/Kustomer - https://www.kustomer.com/Michael Koenig on LinkedIn - https://linkedin.com/in/michael-koenig514Between Two COO's - https://betweentwocoos.com
We take the temperature on the marketing job market with Michael Wright, founder of executive search firm Taligence. What industries are hiring? What is the future of the CMO role? Why are companies not hiring agency execs as CMOs? We cover that and more.
We have a lot of smoke and haze in the air from Canadian wildfires - does that impact our weather and forecasting? KFGO Chief Meteorologist talks about it - and more weather topics! See omnystudio.com/listener for privacy information.
In this Ask a PST episode of the Scrum.org Community Podcast, guest host Lindsay Velecina is joined by Professional Scrum Trainer Dominik Maximini to answer listener questions about forecasting and release planning. Dominik shares practical insights on estimation, using burn-down charts, managing dependencies with joint roadmaps, and aligning with stakeholder expectations. He explains why normalizing velocity across teams can be counterproductive and stresses the importance of a clear Definition of Done when planning releases. Tune in for actionable advice rooted in experience, pragmatism, and common sense.
NFL Network Insiders Tom Pelissero and Mike Garafolo deliver the biggest football headlines of the day, June 3, 2025. First, Steve Wyche joins the program with commentary on the Chicago Bears as the franchise enters a new era of management. Then, Cam Wolfe and Brian Baldinger provide the latest on the Miami Dolphins. Later, the Insiders touch on both Cam Ward and the busy Green Bay Packers WR room. Lastly, Michael F. Florio has fantasy football insights for the AFC North.See omnystudio.com/listener for privacy information.
This episode of Forecasting Impact features Professor Lauren B. Davis discussing her research on applying stochastic modeling and forecasting to food bank operations. Lauren shares how she began forecasting with a local food bank, which led her to focus on forecasting the highly uncertain supply of food donations. She details the food banks' donation sourcing process, the management of their supply chains, and the application of models like exponential smoothing, support vector regression, and ensemble methods to predict donation volumes.Professor Davis addresses challenges in forecasting at various aggregation levels (network vs. location-specific), using optimization models for equitable allocation of limited supply, and the significance of storage and agency capacity limits. She emphasizes the importance of equity as an objective, the complexity of modeling true demand, and the crucial role of visual analytics and co-design with food bank partners. The episode underscores the practical impact of forecasting in humanitarian supply chains and the necessity of linking models with operational decisions.
In this episode of the Bitcoin Matrix Podcast, I chat with Richard Byworth, a seasoned investment banker turned Bitcoin maximalist, live from the Bitcoin Conference in Las Vegas. We explore the mechanics and evolution of convertible bonds, Bitcoin treasury strategies, and why institutional players are waking up to Bitcoin's potential. ––– Offers & Discounts ––– Theya is the world's simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/Matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Richard Byworth on X: https://x.com/RichardByworth ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:14 - Richard's Background 02:52 - Building Nomura's Convertible Bond Business 05:53 - Becoming a Bitcoin Maximalist 07:43 - Explaining Convertible Bonds for Bitcoiners 09:28 - Convertible Bonds as Institutional Tools 10:17 - Why MicroStrategy Can Issue Zero-Coupon Convertibles 12:44 - Will Bitcoin Volatility Increase or Decrease? 14:10 - Forecasting a Supply Crunch and Volatility Spike 14:59 - The Bitcoin Treasury Company Playbook 16:17 - Metaplanet's Strategic Innovation 19:34 - Accretive Dilution vs Traditional Dilution 24:05 - Short Squeezes and Japan's Market Mechanics 27:26 - The Debate Around Proof of Reserves 33:47 - Future of BTC Dividends and Financial Engineering 34:28 - Why TradFi Still Doesn't Understand Bitcoin 37:14 - Where Is Real Bitcoin Price Discovery? 38:55 - ETF Flows and Institutional Demand Signals 40:08 - Satoshis vs BTC: The Unit Bias Debate 42:10 - Advice for High-Net-Worth Investors Considering Bitcoin I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening!
DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2025. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12796Date of first use: May, 2025
Tune in as Pushpendra Mehta and Paul Galloway dive into the third topic in the series: Cash Forecasting. Tune in for deeper insights. You can explore the Leading Practices in Treasury eBook or its audiobook by visiting here For a visual overview, watch the video version here
Episode Topic: Srikrishnan Ganesan of Rocketlane joins PayPod to explore how modern fintech companies can stop the bleeding from inefficient operations. From delayed onboarding to inadequate project visibility, Sri unpacks why traditional workflows are no longer enough—and how tools like Rocketlane plus AI-driven automation can give your team a real edge. Lessons You'll Learn: Why customer onboarding directly impacts revenue and retention How to prevent team burnout with better process management The role of time tracking in financial planning and hiring How AI automates documentation, staffing, and communication Why metrics like utilization and time-to-value matter now more than ever About Our Guest: Srikrishnan Ganesan is the Co-Founder and CEO of Rocketlane, a SaaS platform redefining customer onboarding and service delivery. A second-time founder and early employee in multiple startups, Sri has led Rocketlane to become a standout in the world of post-sale operations, focusing on improving internal efficiency, customer experience, and team productivity. Topics Covered: Revenue leakage from poor onboarding Employee burnout from unmanaged project backlogs Time tracking without the hassle AI for project delivery automation Operational metrics that actually move the needle Forecasting future staffing and budgets with data
“You've got to get yourself into a position to exit and then put time on your side. Don't be in a rush to sell, but when you are ready, put a deadline in place for buyers to make an offer.” In this episode of The Inner Chief podcast, I speak to Dean Salakas, former Party People CEO, on Being sale-ready, forecasting like a CFO, and selling confidently on your terms.
In this episode, Pushpendra Mehta sits down with Paul Galloway to discuss the third topic in the series—Cash Forecasting. Tune in for deeper insights. Want to dive deeper into Leading Practices in Treasury? Download the eBook or listen to the audiobook here Alternatively, you may view the video version here
Derek Moore talks about seeing stories of exploding 30-year yields but what if they are low compared to historical relationships between the fed funds rate? Then, looking at how correlated the 60/40 portfolio has been over the last 5 years begging the question, did it do anything for investors? Later, looking at NVidia implied volatility ahead of its big earnings release this week to see what the options market is pricing in for a potential one standard deviation move? All this and more this week. S&P 500 Index net profit margins expected next 12 months The US Dollar index breaks below its trendline Nvidia earnings and the options market Forecasting expected 1-standard deviation moves using implied volatility Correlations between the S&P 500 Index and the 60/40 portfolio last 5 years Historical average of the spread between the 30 Year Treasury and the Fed Funds Rate Should the 30-year treasury yield be higher? Japan bond yields normalize reaching highest levels going back to 2007 Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2025. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12793Date of first use: May, 2025
Our analysts Seth Carpenter and Serena Tang discuss why they believe the global economy is set to slow meaningfully in the second half of 2025.Read more insights from Morgan Stanley.----- Transcript -----Serena: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's, Chief Global Cross-Asset Strategist.Seth: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Serena: Today we'll discuss Morgan Stanley's midyear outlook for the global economy and markets.It's Wednesday, May 21st at 10am in New York.Seth, you published a year ahead outlook last November. Since President Trump took office back in January, there's been pretty significant policy and economic uncertainty and quite a few surprises. With this in mind, what is your current outlook for the global economy for the second half of this year and into 2026.Seth: So, we titled the outlook Skewed to the Downside because we really do think the U.S. economy, the global economy, is set to slow meaningfully from where we were coming into this year. Let's start with the U.S.As you said, policy changes came in a lot this year since the new administration took over. I would say the two key ones from a macro perspective so far have been trade policy and immigration policy.Tariffs have gone up, tariffs have gone down, tariffs have been suspended. Right now, what we think is going to ultimately take place is that we will see persistent, notable tariffs on China, lower tariffs on the rest of the world, and then we'll have to see how things evolve. What does that mean? Well, it means for the U.S. higher inflation and lower growth. In addition, immigration reform means that growth is going to slow because the growth rate of the labor force is going to slow.Now around the rest of the world, the tariff shock matters as well. When the U.S. puts in tariffs on its imports from other countries, that's negative demand for those other countries. So, we're looking for pretty weak growth in the euro area. Now, I will note, lots of people were excited about possible expansionary fiscal policy in Germany, and we think that's still there. We just don't think it's enough to give the euro area robust growth.In Asia, China's a main driver of the economy. China is a big recipient of these tariffs. We think the deflation cycle that we expected in China keeps going on. This reduction in demand from the U.S. is not going to help, but there'll probably be a little bit at the margin offsetting fiscal policy.So, what does that mean put together? Lackluster growth in China. Call it 4 percent slow growth for yet another year. Overall, the global economy should step down. Will it be a recession? That's one of the key questions that we hear from clients, but we don't think so. Not quite. Just a meaningful step downSerena: Interesting. Any particular regions that seem to be bright spots or surprises -- or perhaps have seen the biggest shift in your outlook?Seth: I guess I'd flag two potential bright spots around the world. The first is India. India has been, for us, a favorite. It will have the highest growth rate of any economy that we have in our coverage area. And because it's such a big economy, that's part of why the global economy can't lose that much steam. India has lots going for it. There are cyclical factors boosting growth in the near term. But there are also longer-term structural policy driven reasons to think that Indian growth will stay solid for the foreseeable future.I guess I'd also throw in Japan. Now its growth rate isn't going to be anywhere near the kind of growth in number terms that we're going to see from India. But this has to be taken in the context of 25 years of essentially zero growth of nominal GDP. The reflationary cycle that we think started a couple years ago remains intact, even with the tariff shock. And so, we're pretty optimistic still that Japanese reflation will continue.Serena: And to what extent are U.S. tariffs contributing to global inflationary pressures? I mean, how do you expect the Fed and other central banks to respond?Seth: The tariffs are imposed by the United States on most of the imports coming into the country, whereas other countries, maybe they have some retaliatory tariffs just against the U.S., but definitely not as broad as the U.S. That means for the U.S. tariffs are going to drive up inflation domestically and drive down growth, whereas for the rest of the world, it's mostly just a negative demand shock. So, they will be disinflationary for the rest of the world and pushing down growth.What does that mean for central banks? Well, outside of the U.S., central banks are going to see this as slowing aggregate demand, and so it's pretty clear what it is that they want to do. If they were hiking, they can stop hiking. If they were going to hold steady, they can lower rates a little bit. And if they were already lowering interest rates like the European Central Bank, well they can probably keep going with that without having to worry. And that's why we think the ECB is going to lower its policy rate to probably 1.5 percent and maybe even lower, which is below where the market is expecting things.Now for the Fed, things are much more tricky. The Fed cares about inflation, the Fed cares about U.S. growth, and both of those variables are going in the opposite direction of what they want over the rest of this forecast. Right now, inflation's too high for the Fed, and history shows that inflation goes up first with tariffs before the growth rate hits. So, the Fed's probably going to wait until the hard data show a bigger slowdown in the economy, a worsening. And the labor market. That is a bigger concern for them than the already too high inflation that is set to rise further over the rest of the year.Serena: And in your view, how does trade policy uncertainty influence business investment, particularly in export-oriented industries or in economies tightly linked to U.S. demand?Seth: Yeah. I think it has to be negative and therein lies one of the biggest challenges is just how negative. And I can't say for sure. But what we do know is that an uncertainty tends to be very negative for business investment spending decisions. If you're trying to make a decision, should I build a new factory?This is something that's going to have a long life to it, and you're going to get benefits hopefully for several years. How big are those benefits relative to the cost? Well, right now it's not at all clear, and so there's an option value to waiting.And we think that uncertainty is depressing investment decisions right now. I think it has to affect export-oriented industries. There's a lot of questions about what sort of retaliatory tariffs, other countries might impose.But it also affects domestic driven businesses because, well, they're going to have to see what their demand is. And some of the ones that are just focused on the U.S. economy are selling imported goods. So, it affects businesses across the board. Serena: Right. And how do U.S. tariff hikes spill over into emerging markets, and how might these countries buffer against these shocks?Seth: Yeah, I think there's a range of outcomes and the range is as wide as there are different countries. If you stay close to home. Take Mexico. Mexico is a big trading partner with the U.S. and early on in this whole tariff discussion, they were actually the targets of lots of tariff threats. That could have hurt them directly because there'd be less demand for their exports to the United States.Now we've got some resolution. We have the trade agreement with Canada and Mexico, and most of Mexico's exports to the U.S. are exempt under those conditions. However, the indirect effect is important as well. Mexico is very attached to the U.S. economy, and so as the U.S. economy slows because of these tariffs, the Mexican economy will slow as well.But there's also an indirect effect through currency markets, and I think this is a channel that's more broadly applicable across EM. If the Fed is going to be on hold, like we think holding interest rates higher for longer than the market might currently think, that means that EM central banks who might want to lower their policy rate to support their economy are going to be caught in a bit of a bind.They can't afford to take the risks that their currency will misbehave if they ease too much too far ahead of the Fed. And so, I think there is a little bit of a constraint for EM central banks, thinking about how much can I attend to domestic matters and how much do I have to pay attention to external matters?Serena: Now, I know forecasting economic growth is difficult in even the best of times, and this has been a period of exceptional volatility. How are you and your economic colleagues factoring all of this uncertainty?Seth: It's a great question and luminary minds like Neils Bohr, the Nobel Laureate in physics, and Yogi Berra, everyone's favorite prophet, have both said, ‘Forecasting is hard, especially about the future.' And this time, as you note, is even more so. So, what can we do? We try to come up with as many different scenarios as we can. We ask ourselves not just what's the most likely outcome, because there's uncertainty. The policy changes could come fast and furious. We also try to ask ourselves, if tariffs were to go back up from where they are now, how would that outcome turn out. If tariffs were to go away entirely, how would that turn out?You have to start thinking more and more, I think, in terms of scenarios.Serena: And does this, in your view, change how much or how little investors should focus on the macro economy?Seth: Well, I think it means that investors have to focus every bit as much on the macro economy as they have in the past. I think it's undeniable that if we're right – and the U.S. economy slows down materially, and the global economy slows down with it – longer-term interest rates are probably going to come down along the lines of what our colleagues in interest rate strategy think. That makes a lot of sense to me. I think the trickier part though is knowing where the macro economy is going.We've got our forecast, but we are ready to make a revision if the facts change. And I think that's the trickier part for investors. The macro economy still matters but having a lot of conviction about where it's going, and as a result, what it means for asset prices? Well, that's the trickier part.Serena, you've been asking me lots of questions and they've been great questions, but I'm going to turn the table. I'm going to start asking questions right back to you.But we probably have to save that for another episode. So, let's pause it there.Serena: That sounds great Seth.Seth: And to the people listening, I want to say thanks for listening. And if you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or a colleague today.
ITB's Eagles beat reporter Andrew DiCecco gives his insights and observations from covering the Eagles on a daily basis. #philadelphiaeagles #eagles #flyeaglesfly #nflschedule #dallascowboys #cowboys #nfc #nfceast #nfl #newyorkgiants #washingtoncommandersIn this episode, he takes part in the annual beat reporter tradition of predicting the outcome of every game on the Eagles' schedule.
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