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Andrew Martinez is a former Treasure economist and currently is an assistant professor of economics at American University. In Andrew's first appearance on the show, he discusses his career as a forecaster, the current state of forecasting, the intersection of AI and forecasting, the role of the SEP and monetary policy surprises, his work with David on the NGDP Gap measure, and much more. Check out the transcript for this week's episode, now with links. Recorded on January 13th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel Timestamps 00:00:00 - Intro 00:01:20 - Andrew's Career 00:08:36 - State of Forecasting 00:20:19 - AI and Forecasting 00:29:34 - The SEP and Monetary Policy Surprises 00:41:07 - Nominal GDP/Expectations Gap 00:54:56 - Outro
At the start of the year, economist Bill LaFayette and the Columbus Metropolitan Club predict what Columbus' economic forecast may be.Will jobs grow, will housing stay affordable, and will new industries make moves in Ohio?With big changes on the national scale, such as immigration crackdowns, tariffs and more, how will central Ohio be affected?How will these changes affect the average Ohioan and the big businesses that work here?We'll find out more in Columbus' economic forecast during this hour of All Sides.Guests:Bill LaFayette, owner and economist, Regionomics, LLCBenjamin Ayers, senior economist, NationwideDoug Buchanan, editor in chief, Columbus Business FirstIf you have a disability and would like a transcript or other accommodation you can request an alternative format.
At the start of the year, economist Bill LaFayette and the Columbus Metropolitan Club predict what Columbus' economic forecast may be.Will jobs grow, will housing stay affordable, and will new industries make moves in Ohio?With big changes on the national scale, such as immigration crackdowns, tariffs and more, how will central Ohio be affected?How will these changes affect the average Ohioan and the big businesses that work here?We'll find out more in Columbus' economic forecast during this hour of All Sides.Guests:Bill LaFayette, owner and economist, Regionomics, LLCBenjamin Ayers, senior economist, NationwideDoug Buchanan, editor in chief, Columbus Business FirstIf you have a disability and would like a transcript or other accommodation you can request an alternative format.
CX Goalkeeper - Customer Experience, Business Transformation & Leadership
This episode dives into the latest trends in AI, leadership, and digital transformation from the Lead 26 conference in Zurich. Hear firsthand insights on AI adoption, leadership challenges, and the future impact of robots and agents in the workplace. Essential listening for anyone interested in business transformation. about the guest: Andreas Giesa, Director of Digital Business Consulting at Xebia and former Head of eBusiness at Liebherr, is a visionary leader in the field of digitalization. With over 16 years of experience, he passionately drives digital business models, strategies, and innovative technologies such as AI and IoT. His focus is on customer-oriented solutions, digital excellence, and the development and empowerment of agile teams for digital transformation.Andreas Giesa, Director of Digital Business Consulting at Xebia and former Head of eBusiness at Liebherr, is a visionary leader in the field of digitalization. With over 16 years of experience, he passionately drives digital business models, strategies, and innovative technologies such as AI and IoT. His focus is on customer-oriented solutions, digital excellence, and the development and empowerment of agile teams for digital transformation. Key take-aways: AI is changing work rapidly: Agentic AI will soon impact both office and manual jobs. Backcasting for better strategy: Leaders should plan by envisioning the future and working backward. Addressing fears is crucial: Leadership must help people face and manage fears about AI adoption. Chapters: 0:00 - Intro 0:35 - Exploring Impressions from Lead 26 1:13 - AI Adoption Trends and Challenges 2:10 - The Impact of Agentic AI on Jobs 4:49 - Leadership Strategies: Backcasting vs Forecasting 7:30 - Addressing Fears and Adoption Gaps 10:10 - Key Learnings and Leadership Focus 11:37 - Upcoming Leadership Conference Plans Please, hit the follow button and leave your feedback: Apple Podcast: https://www.cxgoalkeeper.com/apple Spotify: https://www.cxgoalkeeper.com/spotify About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As an Associate Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/
Scott and Shane are dialing in for a Dynasty Free Agency discussion of players who are entering the market here in a month! Thank you for checking out the Podcast, be sure to follow and comment if you have any questions, we are always happy to answer any. For Access to our Premium Tools (Trinity, WAR & More) & Discord Community https://ddfantasyfootball.com/subscriptions/ Subscribe to the Youtube Channel DDFFB https://www.youtube.com/@DDFFB Sub to the Wake up YT Channel: https://www.youtube.com/channel/UCaIJqSepjl-eZ2YEaaLciFA Subscribe to Ray's Channel: https://www.youtube.com/@RayGQue Check out All of Ray's Articles at Yahoo!: https://sports.yahoo.com/author/ray-garvin/ Follow Ray on Bleacher Report: https://br.app.link/7ExIDsWfHVb Follow us on Twitter: https://x.com/destinationdevy Become a Member on Youtube for access to the Dynasty Deal Show Live, Destination Chill and other member benefits, like priority reply to comments and unique badges and emojis: https://www.youtube.com/channel/UCV84gHvtBMXxzN9ZPI9XHfg/join Learn more about your ad choices. Visit megaphone.fm/adchoices
If your nonprofit's checking account looks “healthy,” this episode is your friendly wake-up call: bank balance is not the same as real liquidity. Carole Santilli, CPA, Manager at Your Part-Time Controller (YPTC) Philadelphia, joins us to help leaders, board members, and development teams stop guessing and start managing cash with clarity.Carole lays out why the bank statement can be “the worst place to look” when assessing what you truly have available to spend. The heart of the conversation is the difference between true operating cash and restricted or conditional funds—money that may be sitting in your account but is already spoken for by purpose, timing, or requirements (like matching). A scholarship grant, a multi-year commitment, or a conditional advance can create the illusion of being flush, even when operations are tight.From there, the discussion turns practical: separate accounts for restricted funds, monthly reporting that keeps everyone honest, and board-level transparency that supports smarter decisions and stronger trust with funders. Carole also reinforces a widely used benchmark for stability: nonprofits should aim for three to six months of operating cash on hand—but only after restricted dollars are set aside.Forecasting takes center stage as the real “business muscle” here. Budgets are approved and static, but reality shifts: events move, grants arrive late, reimbursements lag, expenses climb with inflation, and unexpected costs (like snow removal or insurance increases) show up fast. Carole's message is consistent: forecast monthly, watch variances, and adjust early—before panic becomes policy.And for boards? She makes it plain: financial oversight isn't a passive role. Ask the “annoying” questions, understand obligations, and engage early in meetings while energy is high. As Carole puts it, “You can't support the mission if you don't have the funding and the resources.” She also reframes audits as a credibility asset: “Look at this as another tool in your toolbox” to reassure funders that your organization is well-run.This episode is a strong reminder that calm, disciplined financial practices protect mission momentum—especially when life throws curveballs.#NonprofitFinance #CashFlow #TheNonprofitShowFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Most B2B SaaS startups waste their Google Ads budget on broad keywords and homepage traffic without a plan in place. I'll show you exactly how to deploy Google Ads strategically on a low budget by focusing on infrastructure-first deployment that actually drives results.This systematic approach has helped clients generate significant revenue by focusing small budgets on high-intent keywords with the proper infrastructure in place.
ITB's Eagles beat reporter Andrew DiCecco gives his insights from covering the Eagles on a daily basis.In this episode, Andrew goes back through the 2025 Eagles draft class, summarizes their rookie seasons and forecasts their roles for 2026.► Subscribe to our Patreon Channel for exclusive information not seen or heard anywhere else and become among smartest Birds fans out there (just ask our members!!) + get all of our shows commercial free and a lot more+join our live streams with our Adam Caplan each week!https://www.patreon.com/insidethebirds►Support our sponsors!!► Simpli Safe Home Alert System: https://simplisafe.com/BIRDS for 60% OFF!► Camden Apothecary: https://camdenapothecary.com/► Soul Out of Office Gummies: https://getsoul.com. Use Promo Code: BIRDS for 30% off► Sky Motor Cars: https://www.skymotorcars.com/Follow the Hosts!► Follow our Podcast on Twitter: https://twitter.com/InsideBirds► Follow Geoff Mosher on Twitter: https://twitter.com/geoffpmosher► Follow Adam Caplan on Twitter: https://twitter.com/caplannflNFL insider veterans take an in-depth look that no other show can offer! Be sure to subscribe to stay up to date with the latest news, rumors, and discussions.► Sign up for our newsletter! • Visit http://eepurl.com/hZU4_n.For more, be sure to check out our official website: https://www.insidethebirds.com
Last week the heavy rain and flooding highlighted Ireland's lack of flood defence and the issues surrounding flood relief, leaving many people across the country in despair. In light of that, today Aontú Leader and TD for Meath West Peadar Toibín will introduce a Private Members' Bill aimed at reforming Ireland's flood forecasting system and speeding up the delivery of flood defences.
Last week the heavy rain and flooding highlighted Ireland's lack of flood defence and the issues surrounding flood relief, leaving many people across the country in despair. In light of that, today Aontú Leader and TD for Meath West Peadar Toibín will introduce a Private Members' Bill aimed at reforming Ireland's flood forecasting system and speeding up the delivery of flood defences.
In this episode, Remo Gerber (SkyCell) and Fabienne Doerig (CFO expert and consultant) discuss the challenges and strategies involved in building and scaling finance functions in fast-growing companies. The two share their experiences from different growth phases, from startups to billion-dollar organizations, and provide insights into the role of the CFO, process automation, successful fundraising tactics, and the importance of team building and system implementations. They also shed light on how CFOs can master the balancing act between being a strategic business partner and an operational gatekeeper. What you'll take away from this episode: The changing role of the CFO: From operational gatekeeper to strategic business partner who not only delivers numbers but also drives growth. Automation and systems: Why it's crucial to analyze the IT landscape carefully and implement the right systems—and how to avoid mistakes in the process. Forecasting and KPI alignment: The art of combining operational and financial figures to make better decisions. Fundraising strategies: How to manage the process, keep multiple options open, and ensure that the money actually ends up in the account. Team building: When to rely on generalists and when specialists are necessary—and how important a motivated and resilient team is for success. ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch More about Fabienne & Remo: LinkedIn: https://www.linkedin.com/in/remo-gerber-1153a66/ https://www.linkedin.com/in/fabienne-doerig-ch8/ Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/ Chapter: (00:00:00) Introduction: Two Swiss guys in Zug – Why we're talking about scaling finance (00:02:14) How the role of the CFO is changing in fast-growing companies (00:06:32) From startups to scale-ups: The biggest challenges in growth (00:12:20) Systems and automation: Why the right tools are crucial (00:16:33) ERP systems: Build vs. buy – How to make the right decision (00:20:24) Data quality and KPI alignment: Bringing financial and operational figures together (00:24:12) Forecasting: Top-down vs. bottom-up – How to make realistic forecasts (00:30:06) Fundraising: Tips for the process, negotiation tactics, and capital structures (00:36:44) Capital allocation: How to prioritize investments and involve the team (00:42:15) Team building in the finance function: Generalists vs. specialists (00:47:37) Personal resilience: How CFOs deal with change and pressure (00:53:37) External consulting and outsourcing: When and how to leverage networks (01:00:42) The big picture: Data, context, and the question “Are we moving the needle?”
In this episode, Remo Gerber (SkyCell) and Fabienne Doerig (CFO expert and consultant) discuss the challenges and strategies involved in building and scaling finance functions in fast-growing companies. The two share their experiences from different growth phases, from startups to billion-dollar organizations, and provide insights into the role of the CFO, process automation, successful fundraising tactics, and the importance of team building and system implementations. They also shed light on how CFOs can master the balancing act between being a strategic business partner and an operational gatekeeper. What you'll take away from this episode: The changing role of the CFO: From operational gatekeeper to strategic business partner who not only delivers numbers but also drives growth. Automation and systems: Why it's crucial to analyze the IT landscape carefully and implement the right systems—and how to avoid mistakes in the process. Forecasting and KPI alignment: The art of combining operational and financial figures to make better decisions. Fundraising strategies: How to manage the process, keep multiple options open, and ensure that the money actually ends up in the account. Team building: When to rely on generalists and when specialists are necessary—and how important a motivated and resilient team is for success. ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch More about Fabienne & Remo: LinkedIn: https://www.linkedin.com/in/remo-gerber-1153a66/ https://www.linkedin.com/in/fabienne-doerig-ch8/ Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/ Chapter: (00:00:00) Introduction: Two Swiss guys in Zug – Why we're talking about scaling finance (00:02:14) How the role of the CFO is changing in fast-growing companies (00:06:32) From startups to scale-ups: The biggest challenges in growth (00:12:20) Systems and automation: Why the right tools are crucial (00:16:33) ERP systems: Build vs. buy – How to make the right decision (00:20:24) Data quality and KPI alignment: Bringing financial and operational figures together (00:24:12) Forecasting: Top-down vs. bottom-up – How to make realistic forecasts (00:30:06) Fundraising: Tips for the process, negotiation tactics, and capital structures (00:36:44) Capital allocation: How to prioritize investments and involve the team (00:42:15) Team building in the finance function: Generalists vs. specialists (00:47:37) Personal resilience: How CFOs deal with change and pressure (00:53:37) External consulting and outsourcing: When and how to leverage networks (01:00:42) The big picture: Data, context, and the question “Are we moving the needle?”
⭐ Connect w/ Coach, Costin & a community of real estate investors: https://www.coachcarson.com/rpm-pod-ep474 ⚒️ Costin's CapEx Planning Spreadsheet: https://www.coachcarson.com/cap-ex-planning-pod
In this episode, we explore why high ad performance numbers don't always lead to a profitable business. Matt Raminick, Founder and CEO of Sunnyside, explains how brands can grow themselves into a corner by following the wrong data. He shares why traditional metrics like ROAS can be misleading and how looking at your total bank account balance is the ultimate truth. You will learn how to use better tools to track real profit and why a brand-first approach is the secret to scaling a lifestyle business.Topics discussed in this episode: Why a 3x ROAS might still mean losing money.How vanity metrics point brands in the wrong direction.What makes MER a cleaner way to track impact.Why ROAS is easy for media buyers to inflate.How to sync Shopify and Meta for better tracking.What "A-plus players" with brand experience offer.How a 12-month forecast ensures future profitability.Why lifestyle brands keep creative close to home.What CFO-grade tools reveal about true contribution. Links & Resources Website: https://www.sunnysidecalifornia.com/LinkedIn: https://www.linkedin.com/in/mattraminick/ Instagram: https://www.instagram.com/sunnysidecaliforniaGet access to more free resources by visiting the show notes at https://tinyurl.com/5enfjcrb______________________________________________________ LOVE THE SHOW? HERE ARE THE NEXT STEPS! Follow the podcast to get every bonus episode. Tap follow now and don't miss out! Rate & Review: Help others discover the show by rating the show on Apple Podcasts at https://tinyurl.com/ecb-apple-podcasts Join our Free Newsletter: https://newsletter.ecommercecoffeebreak.com/ Support The Show On Patreon: https://www.patreon.com/EcommerceCoffeeBreak Partner with us: https://ecommercecoffeebreak.com/partner-with-us/
In this episode of Run the Numbers, CJ Gustafson sits down with Dan Miller, CFO at RightRev. They unpack why leasing is underused in software, how RevTech emerged, and why revenue recognition may be the next AI battleground. Dan also shares how he evaluates durable growth vs. hypergrowth.—SPONSORS:Rillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.com—LINKS: Dan on LinkedIn: https://www.linkedin.com/in/danmillercpa/RightRev: https://www.rightrev.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:00:00:00 Preview and Intro00:02:41 Why Operating Experience Matters for CFOs00:04:08 Defining Durable Growth00:06:06 Snowflake and Consumption Revenue Complexity00:10:17 Forecasting in Consumption Models00:11:29 AI's Role in Revenue Forecasting00:12:14 Sponsors — Rillet | Tabs | Abacus AI00:15:39 Comping Sales in Usage-Based Models00:18:15 Leasing as a Software Monetization Tool00:20:47 The CFO's Role in Sales and GTM00:22:29 How CFOs Help Close Deals00:24:14 Rev Tech vs RevOps00:26:20 Sponsors — Brex | Metronome | RightRev00:29:40 Where AI Actually Helps Rev Rec00:31:55 Deterministic vs Probabilistic AI00:33:05 Why Enterprises Hesitate on AI Agents00:34:18 Startups vs Incumbents in the AI Race00:35:13 FOMO, Overfunding, and Market Distortions00:38:13 CFO Playbooks Without Hypergrowth00:39:38 Finding PMF as a CFO00:41:15 Career Advice: Growth vs Shiny Objects00:42:00 Building the CEO–CFO Relationship00:42:49 Learning Beyond the Back Office00:43:22 Lightning Round00:44:28 Advice to My Younger Self00:45:09 Finance Tech Stack00:46:36 Credits
In this episode of The Modern Muse Diaries, Taylor Carr interviews astrology Goddess Katherine Wehler on the 2026 energy, magnetism, and love forcasting.Astro Love Codes:www.katherinewehler.com/shop/astrolovecodeCODE: Muse for 10% off
In today's episode we are joined by Luke from the research team to discuss Blockworks Research's report on using Pendle's sUSDe term structure to forecast crypto market regimes. It covers yield curves, backwardation versus contango signals, links to Bitcoin returns, Pendle V2 mechanics, and the potential future role of Boros and money market integration. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Resources: Forecasting Market Regimes with the sUSDe Term Structure Report: https://app.blockworksresearch.com/unlocked/defi-yield-curve Ethena Overview Analytics Data Dashboard: https://blockworks.com/analytics/ethena -- Follow Blockworks Research: https://x.com/blockworksres Follow Luke: https://x.com/0xMether Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:06) sUSDe Yield Curves on Pendle (8:38) Term Structure Signals and Positioning (22:44) Mean Reversion in Crypto Yield Regimes (32:03) Ethena Yield Drivers and Funding Volatility (41:12) Boros and the Future of Rate Markets (52:56) Current Market Outlook Using the Curve (57:19) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode of Run the Numbers, CJ sits down with Brett Queener, Managing Director at Bonfire Ventures, to trace the origins of ARR and examine how new revenue models are reshaping B2B software. Drawing on Brett's time at Salesforce and SmartRecruiters, they explore the shift from annual contracts to outcome-based pricing, what it means for forecasting and gtm strategy, and where the next major inflection points in SaaS are likely to emerge.—SPONSORS:RightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS: Brett on LinkedIn: https://www.linkedin.com/in/brettqueener/Brett's Substack: https://queener.substack.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comThe Staffing Ratios Salesforce Used, with Brett Queener of Bonfire VChttps://youtu.be/lJVgstAXjJs—TIMESTAMPS:00:02:54 Welcome Brett & episode setup00:03:51 On-prem software to SaaS00:05:54 Salesforce & recurring revenue00:07:15 On-prem costs & partner bloat00:09:58 Contracts, control & comp shifts00:14:15 Lock-in, renewals & SaaS drift00:16:20 Sponsors — RightRev | Rillet | Tabs00:19:48 From buying to hiring software00:21:59 Agents change pricing & planning00:25:59 Forecasting without ARR00:28:03 Talent models break00:29:45 Sponsors — Abacum | Brex | Metronome00:33:01 Rethinking sales & comp00:36:47 Selling by doing the job00:40:50 The future role of sales00:46:10 Zombie SaaS & category collapse00:51:07 Context as the moat00:56:07 Where AI hits next00:58:44 Vertical AI & hidden TAMs01:02:12 $1B startups vs mega rounds01:05:48 Dilution, fund math & pressure01:08:03 Choosing your founder path
Comments/ideas: asiaclimatefinpod@outlook.comUnlock the secrets of solar bankability in this episode with Harsh Goenka from Solargis, a leading solar data and software provider. We explore how high-quality satellite data and AI-driven forecasting reduce investment risk and manage weather variability. Discover how precise resource assessment helps grid operators transition from coal to reliable, base-load renewable energy by optimising battery storage. Learn why accurate solar data is the essential "fuel" for scaling climate finance and navigating extreme weather risks like hailstorms in emerging markets.ABOUT HARSH: Harsh Goenka is the Regional Sales Director for Europe and APAC at Solargis. An engineer by training, Harsh brings over a decade of expertise in the renewable energy sector, specialising in bridging the gap between technical solar engineering and financial risk assessment. Prior to his current leadership role, he was instrumental in mentoring commercial teams and forging strategic partnerships with major institutional investors and IPPs globally. He remains committed to advancing data-driven decision-making to accelerate the global transition to clean energy.HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep76 onward excerpts from Vivaldi's La Follia, played by Luca Jacobelli.
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 2026. 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-12981Date of first use: January, 2026
AP correspondent Julie Walker reports groundhog Punxsutawney Phil predicts six more weeks of winter.
Health systems continue to wrestle with fragmented procurement and distribution models across non-acute sites. In this episode, we explore how leaders can shift from siloed operations to integrated logistics by using forecasting and analytics to reduce variation, strengthen supply reliability and cut waste across the enterprise.This episode is sponsored by McKesson Medical-Surgical.
Guest Nixo Rokish Panelists Eriol Fox | Victory Brown Show Notes In this live episode of Sustain from Devconnect in Buenos Aires, host Eriol Fox and co-host Victory Brown sit down with Nixo Rokish, Protocol Support Lead at the Ethereum Foundation, to unpack how Ethereum's deeply decentralized governance actually works in practice. They dive into the nuts and bolts of coordinating 100+ core contributors across 11+ client teams, why neutral facilitation is crucial, how Ethereum's upgrade and EIP process avoids “single maintainer” failure modes, and what lessons other open source projects can steal to make their own governance more sustainable. The episode concludes with Nixo promoting the EthStaker project focused on decentralized staking. Hit download now to hear more! [00:00:38] Nixo explains Ethereum as a rare example of truly decentralized governance and she describes the Protocol Coordination team. [00:02:25] Why does this governance model matter for sustainability? Nixo says most projects rely on 1-2 key people and if they leave, the project can stall or die. [00:04:09] Eriol asks if anyone resists this decentralized, community-led governance model. Nixo says active participants are mostly enthusiastic about the process and the main friction from VCs wanting more control and social media “ship faster” pressure. [00:05:51] Eriol talks about money and influence entering open source projects and Nixo shares that core devs are motivated by building systems for many people, not concentrating profit. [00:08:00] Nixo walks through the Ethereum Improvement Proposal (EIP) process. [00:11:38] Victory asks how they manage consensus with so many people and companies involved. Nixo explains 11+ client times, only one is within EF, other are independent companies/nonprofits. [00:13:36] Eriol reacts to how impressive it is that devs can reach consensus via facilitation and asks Nixo for advice for smaller open source projects that want to adopt similar practices. Her key advice is to have a neutral facilitator. [00:16:13] Nixo shares where you can find her on the internet and she spotlights a project she used to work at called, EthStaker. Links podcast@sustainoss.org richard@sustainoss.org SustainOSS Discourse SustainOSS Mastodon SustainOSS Bluesky SustainOSS LinkedIn Open Collective-SustainOSS (Contribute) Richard Littauer Socials Eriol Fox X Victory Brown X Nixo Rokish X Devconnect-Buenos Aires, Argentina 2025, 17-22 November Ethereum Ethereum Foundation Institute of Forecasting & Planning EthStaker Credits Produced by Richard Littauer Edited by Paul M. Bahr at Peachtree Sound Show notes by DeAnn Bahr Peachtree Sound Logistical support by Tina Arboleda from Digital Savvies Special Guest: Nixo Rokish.
In this episode of Run the Numbers, CJ sits down with Dan Griggs, CFO of Intercom, to break down how finance leaders should think about pricing, forecasting, and resource allocation in the AI era. Dan explains why “it's not zero” is his guiding forecasting principle, how Intercom landed on 99 cents per AI resolution for Fin, and what it means to build an AI product that could eventually cannibalize a successful SaaS core. A candid look at managing uncertainty while still making bold bets.—SPONSORS:Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.ai—LINKS:Dan on LinkedIn: https://www.linkedin.com/in/dan-griggs-0970181/Intercom: https://www.intercom.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Inside Rocket Companies: M&A, Metrics, and Mortgage Moats | Brian Brownhttps://youtu.be/ttedn4AULt8—TIMESTAMPS:00:00:00 Cold Open00:01:03 Intro to Dan Griggs and Intercom's AI Pivot00:02:45 From Ice Cream to SaaS: Early Finance Lessons00:04:19 Learning the Business by Living the Operations00:06:26 Why Operational Reality Shapes Better Forecasts00:08:00 “It's Not Zero”: Forecasting the Unknowable00:10:09 Scenario Planning, Ambiguity, and Psychological Safety00:11:23 Sponsors — Brex | Metronome | RightRev00:14:43 Keeping a Mental Model of Key Business Metrics00:16:15 Using Mental Math to Sanity-Check Forecasts00:17:28 Core Ratios Every CFO Uses to Vet Decisions00:19:13 The Burn-the-Boats Moment for Intercom's AI Pivot00:20:53 Why AI Was an Existential, Not Incremental, Bet00:22:21 Which SaaS Categories AI Can Fully Replace Work00:23:04 Why Finance Hasn't Had Its AI Moment Yet00:23:39 Sponsors — Rillet | Tabs | Abacum00:27:05 Why Fin Needed Outcome-Based Pricing00:28:59 The Tradeoff Behind $0.99 Per Resolution00:30:46 Why Support Conversations Vary in Complexity00:32:01 What Drives the Unit Economics of AI Resolutions00:33:08 How Intercom Chooses Models as Costs Fall00:35:19 Replacing Generic LLMs With Domain-Specific Models00:36:08 Selling an AI Product That Could Cannibalize the Core00:38:50 Founder CEOs Versus Professional CEOs00:41:47 Hiring Mistakes and Acting on Instincts00:44:28 Intercom's Finance Software Stack00:45:49 The Craziest Expense Request#RunTheNumbersPodcast #Intercom #AICustomerSupport #OutcomeBasedPricing #CFOInsights This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders.Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff was a Managing Director at Goldman Sachs, where he helped execute IPOs in the technology sector for over a decade. Afterward, he spent more than 15 years as a portfolio manager investing in disruptive public and private companies. For the last eight years, Jeff has served as a trusted strategic advisor to pre-IPO companies, guiding them toward successful public exits.Expect to Learn:Why finance professionals play a crucial role in the IPO processHow to prepare a company financially for a successful public listingThe importance of building financial trust with public investorsHow to evaluate the readiness of your financial systems and team for the IPO processHere are a few relevant quotes from the episode:“The biggest change from private to public is transitioning from over-promising to under-promising and over-delivering.”- Jeff Bernstein“Financial integrity isn't just about the numbers; it's about being transparent, avoiding gimmicks, and sticking to metrics that have real meaning.”- Jeff BernsteinJeff shares valuable insights on the complexities of going public, managing quarterly earnings, and maintaining investor trust. He also discusses how FP&A teams can help steer the company through financial reporting, forecasting, and strategic decision-making post-IPO.Follow Jeffrey:LinkedIn - https://www.linkedin.com/in/jeff-bernstein-498a23158/Company - https://www.linkedin.com/company/riveron/Website - https://riveron.com/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[01:42] – Meet Jeff Bernstein[04:58] – Transitioning to Public Company[08:36] – The Role of FP&A in IPO[12:44] – Investor Trust and Forecasting[17:10] – Financial Integrity[21:58] – Preparing for the IPO Process[26:35] – Stress-Testing Forecasts[30:42] – Earning Investor Trust[34:18] – Organizational...
In this 2022 episode, we talked to David Wolfe (1941-2023) about his sixty plus year career in fashion working as a groundbreaking trend forecaster, fashion illustrator, and paper doll artist. More David Wolfe: David's paper doll work David's interview on The Decorder Ring podcast Want more Dressed: The History of Fashion? Our website and classes Our Instagram Our bookshelf with over 150 of our favorite fashion history titles Learn more about your ad choices. Visit megaphone.fm/adchoices
Guest: Matthew CappucciIf you've ever watched a weather forecast and thought, “Wow, that meteorologist has way more energy than the atmosphere itself,” there's a good chance you were watching Matthew Cappucci. He's a scientist, a storyteller, a storm chaser, an author, a communicator who somehow manages to make jet streaks sound exciting — and now he's back on the show! Today, we're talking to Matthew about how he brings weather to life across TV, print, social media, and whatever platform he conquers next. We'll chat about the state of weather communication in the age of algorithms, how he cuts through the noise without losing the science, and where he thinks the industry is headed as our storms — and our conversations — keep evolving.Chapters00:00 Introduction to Matthew Cappucci03:02 Matthew's Journey into Meteorology05:51 Creating Engaging Weather Content08:48 The Impact of Social Media on Weather Communication11:48 Challenges in Weather Forecasting14:59 Navigating the Noise in Weather Communication18:04 The Role of Meteorologists in the Digital Age21:01 Future of Weather Communication23:49 Closing Thoughts and ReflectionsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Signup for RevUP Academy: https://www.thecustomersuccesspro.com/revupIn this episode of the Customer Success Pro Podcast, host Anika Zubair sits down with Emma Lambert, VP of Customer Success at Ably, to discuss the critical role of customer success in driving revenue. They explore how to turn renewals into predictable revenue forecasts, the importance of understanding customer engagement, and the strategies for effective upselling. Emma shares her insights on building a revenue-focused customer success team, the significance of financial literacy, and the necessity of asking direct questions during customer interactions. The conversation emphasizes the need for a structured approach to renewals and upsells, integrating them into a cohesive NRR strategy, and the value of continuous discovery throughout the customer journey.Chapters:00:00 Introduction 03:00 The Role of Customer Success in Revenue Generation05:55 Understanding Customer Engagement and Value Delivery09:06 The Importance of Forecasting in Customer Success12:10 Navigating the Commercial Landscape of Customer Success15:02 Building a Revenue-Focused Customer Success Team18:10 The Six-Month Renewal Framework21:10 Asking the Right Questions for Renewals24:09 Upselling Strategies in Customer Success26:55 Integrating Renewals and Upsells into NRR Strategy30:02 Best Practices for Revenue-Focused Customer Success32:56 Quick Fire Questions with Emma LambertConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn: https://www.linkedin.com/in/anikazubair/RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Emma Lampert: https://www.linkedin.com/in/emmalampert/Grab our FREE resources here: https://thecustomersuccesspro.com/resourcesWant to be our next podcast guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guestBook Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event
Next to forecasting customer demand, aligning production capacity with anticipated sales is the stuff of manufacturing forecasting. In this blog post, we go over production forecasting essentials, look at how to implement a forecasting system, and see the role manufacturing software can play in ensuring that the shop floor is aligned with forecasted sales numbers. You can learn more in this episode or read about it on our blog For more information about the MRPeasy software, visit our website: mrpeasy.com
The power grid is getting harder to run. There's more wind and solar on the system, more sudden weather shocks, and less room for mistakes. How can the energy industry move past basic demand forecasts and focus on the tougher question: what's the grid really going to need once you account for renewables?In this conversation, Alex is joined by Sean Kelly, CEO of Amperon. They explore how new weather models are offering better visibility for renewables and how the growing impact of data centers on electricity demand and grid planning is affecting markets, from Texas to Europe.Key topics discussed:• How forecasting accuracy can make or break performance during grid stress events.• Why forecasting 'net demand' is changing how renewable generation and storage is operated and traded.• How better forecasting is changing who wins (and loses) in power markets.• How data access and quality varies across ERCOT, NYISO, and European TSOs.• What rapid data center growth means for load, reliability, and energy security.About our guestSean Kelly is the Co-founder and CEO of Amperon, an AI-powered forecasting company built for the energy transition. Former energy trader with 20+ years of experience, including managing power portfolios and nuclear integration at EDF. Sean started Amperon after seeing firsthand how messy and limiting energy data can be and how much better decisions could be with the right tools. Find Sean on LinkedIn here: https://www.linkedin.com/in/sean-kelly-0792626/For more information on Amperon, head to their website: https://www.amperon.co/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.#renewableenergy #AI #datacenter #EnergyStorage
The power grid is getting harder to run. There's more wind and solar on the system, more sudden weather shocks, and less room for mistakes. How can the energy industry move past basic demand forecasts and focus on the tougher question: what's the grid really going to need once you account for renewables?In this conversation, Alex is joined by Sean Kelly, CEO of Amperon. They explore how new weather models are offering better visibility for renewables and how the growing impact of data centers on electricity demand and grid planning is affecting markets, from Texas to Europe.Key topics discussed:• How forecasting accuracy can make or break performance during grid stress events.• Why forecasting 'net demand' is changing how renewable generation and storage is operated and traded.• How better forecasting is changing who wins (and loses) in power markets.• How data access and quality varies across ERCOT, NYISO, and European TSOs.• What rapid data center growth means for load, reliability, and energy security.About our guestSean Kelly is the Co-founder and CEO of Amperon, an AI-powered forecasting company built for the energy transition. Former energy trader with 20+ years of experience, including managing power portfolios and nuclear integration at EDF. Sean started Amperon after seeing firsthand how messy and limiting energy data can be and how much better decisions could be with the right tools. Find Sean on LinkedIn here: https://www.linkedin.com/in/sean-kelly-0792626/For more information on Amperon, head to their website: https://www.amperon.co/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.#renewableenergy #AI #datacenter #EnergyStorage
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 2026. 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-12979Date of first use: January, 2026
Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we have an update (and are once again offering reassurance) around the proposed HIPAA Security Rule changes. We discuss: The proposed Security Rule update on the OCR's spring regulatory agenda Why you're already in good hands if you're following PCT's advice Some of the proposed changes that will impact therapy practices Reassurance about these proposed changes Effective dates versus compliance date Forecasting scenarios for these changes to take effect Steps to take now (and important things to not do now) to be proactive rather than reactive Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. PCT Resources: Article: HIPAA Security Rule Changes: January 2026 Update & What Practices Need to Know Explore our in-depth article unpacking the proposed HIPAA Security Rule updates — what's really happening, why it matters, and why this is a runway, not a cliff. You can also use our free Mini Risk Tool(download link in article) for a gentle check-in to see where your practice stands and what would most meaningfully support your security and compliance foundation. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For Group Practices For Solo Practitioners Comprehensive HIPAA Security Policies & Procedures Forms & Logs for documenting implementation and maintenance of Policies & Procedures in practice Device & Workspace Security Suites Direct Support & Consultation from PCT team + therapist attorney Eric Ström, JD PhD LMHC (live & recorded + searchable library) Includes the Risk Analysis & Risk Mitigation Planning service + tool HIPAA Security & Privacy Ethics training HIPAA Risk Analysis & Risk Mitigation Planning service for mental health group practices — care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health group practice, and a mitigation checklist to help you reduce your risks. Group Practice Care Premium weekly (live & recorded) direct support & consultation service, Group Practice Office Hours — including monthly session with therapist attorney Eric Ström, JD PhD LMHC + assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost) + assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more
In this perspectives episode of Money & Meaning, Jeff Bernier challenges the value of short-term market forecasts and urges listeners to focus instead on long-term financial planning. Drawing from recent blog posts and research by financial thinkers like Bob C. Wright, Ruben Miller, and Larry Swedroe, Jeff outlines why predictions often miss the mark and how earnings yield can guide more meaningful expectations. He offers practical advice for building resilient portfolios, emphasizing humility, diversification, and focusing on what we can control in uncertain times. Topics covered: Why annual market forecasts are often unreliable The psychological allure of financial predictions The difference between short-term forecasts and long-term return assumptions Insights from Bob C. Wright's “Forecasting Follies” Ruben Miller's satirical take on 2026 forecasts How earnings yield helps set intermediate-term expectations The role of the CAPE ratio in understanding market valuations US market overvaluation and the case for international diversification How government deficit spending has impacted recent market performance Building resilient portfolios for retirees and pre-retirees Practical portfolio planning principles for uncertain environments Encouragement to focus on controllable factors and maintain realistic optimism Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ TandemGrowth Financial Advisors (“TandemGrowth”), a registered investment adviser, is providing this video which is intended for general educational purposes and is not personalized investment advice. The information provided is not tailored to any individual's specific investment objectives, financial situation, or risk tolerance. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that TandemGrowth has attained a certain level of skill, training, or ability. While the content that will be presented is believed to be factual and up to date, it is based on information obtained from a variety of sources. TandemGrowth believes this information is reliable, however, it has not necessarily been independently verified. TandemGrowth does not guarantee the complete accuracy of all data in this video, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenter as of the date of the webinar and are subject to change. This video does not constitute personalized advice from TandemGrowth or its affiliated investment professionals, or a solicitation to execute specific securities transactions. Participants should not use any of this content as the sole basis for any investment, financial planning, tax, legal or other decisions. TandemGrowth is neither a law firm, nor a certified public accounting firm, and no portion of the video content should be construed as legal or accounting advice. We encourage attendees to conduct independent research and seek advice from qualified professionals before making any investment decisions. The information presented in this video should not be the sole basis for investment decisions. Past performance does not guarantee future results. All investment strategies have the potential for profit or loss, and different investments and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken or recommended by TandemGrowth, will be profitable or equal any historical performance level. Additional information about our Firm, including its Form ADV Part 2A describing its services, fees, and applicable conflicts of interest and Form CRS is available upon request and at www.tandemgrowth.com.
AquaSpy: https://aquaspy.com/ On the show today is Bruce Moeller, before buying AquaSpy in 2009 Bruce was already a serial entrepreneur, a former president of a publicly traded company, and an author of two books. He successfully grew and exited Culture Works and Drive Cam, which was an early dash cam company. He decided to apply the idea they used at Drive Cam to use technology to capture what hadn't been easily recorded previously, to agriculture. Specifically in-situ monitoring of soil conditions around a plant's roots. So Bruce and his team bought AquaSpy, a company out of Adelaide, Australia in 2009, so really early in this part of agtech, and they've been operating it ever since. Bruce is not from an ag background, but as you'll hear he looked at this as more of a feature than a bug. To describe AquaSpy, Bruce uses the analogy of the ecosystem of the rhizosphere, this area of soil around the roots of having it's own weather. And AquaSpy being a tool to check the weather down there, which has all sorts of applications, especially with their latest feature, which allows them to also measure in-situ nitrogen in real time. We talk about how AquaSpy is approaching their technology and the problems it solves for farmers, and we talk about how AI is enabling them to move in a more predictive direction with the data they're collecting.
In this episode of Sg2 Perspectives, host Trevor DaRin is joined by Sg2 experts Tori Richie and Karyl Kopaskie, PhD, to unpack the 2026 Insurance Coverage Forecast and major shifts expected across Medicaid, the ACA exchanges, commercial coverage and Medicare Advantage. They also discuss how this data informs Sg2's Impact of Change® forecast and supports scenario planning for demand and utilization. This conversation delivers timely insights for health system leaders preparing for shifting payer dynamics. Sg2 Perspectives Listener Feedback Survey: We would love to hear from you - Please click here We are always excited to get ideas and feedback from our listeners. You can reach us at sg2perspectives@sg2.com, or visit the Sg2 company page on LinkedIn.
Allen, Joel, Rosemary, and Yolanda cover major offshore wind developments on both sides of the Atlantic. In the US, Ørsted’s Revolution Wind won a court victory allowing construction to resume after the Trump administration’s suspension. Meanwhile, the UK awarded contracts for 8.4 gigawatts of new offshore capacity in the largest auction in European history, with RWE securing nearly 7 gigawatts. Plus Canada’s Nova Scotia announces ambitious 40 gigawatt offshore wind plans, and the crew discusses the ongoing Denmark-Greenland tensions with the US administration. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com. And now your hosts, Alan Hall, Rosemary Barnes, Joel Saxon and Yolanda Padron. Welcome to the Uptime Wind Energy Podcast. I’m Allen Hall, along with Yolanda, Joel and Rosie. Boy, a lot of action in the US courts. And as you know, for weeks, American offshore wind has been holding its breath and a lot of people’s jobs are at stake right now. The Trump administration suspended, uh, five major projects on December 22nd, and still they’re still citing national security concerns. Billions of dollars are really in balance here. Construction vessels for most of these. Sites are just doing nothing at the minute, but the courts are stepping in and Sted won a [00:01:00] key victory when the federal judge allowed its revolution wind project off the coast of Rhode Island to resume construction immediately. So everybody’s excited there and it does sound like Osted is trying to finish that project as fast as they can. And Ecuador and Dominion Energy, which are two of the other bigger projects, are fighting similar battles. Ecuador is supposed to hear in the next couple of days as we’re recording. Uh, but the message is pretty clear from developers. They have invested too much to walk away, and if they get an opportunity to wrap these projects up quickly. They are going to do it now. Joel, before the show, we were talking about vineyard wind and vineyard. Wind was on hold, and I think it, it may not even be on hold right now, I have to go back and look. But when they were put on hold, uh, the question was, the turbines that were operating, were they able to continue operating? And the answer initially I thought was no. But it was yes, the, the turbines that were [00:02:00] producing power. We’re allowed to continue to produce powers. What was in the balance were the remaining turbines that were still being installed or, uh, being upgraded. So there’s, there’s a lot going on right now, but it does seem like, and back to your earlier point, Joel, before we start talking and maybe you can discuss this, we, there is an offshore wind farm called Block Island really closely all these other wind farms, and it’s been there for four or five years at this point. No one’s said anything about that wind farm. Speaker: I think it’s been there, to be honest with you, since like 2016 or 17. It’s been there a long time. Is it that old? Yeah, yeah, yeah, yeah. So when we were talk, when we’ve been talking through and it gets lost in the shuffle and it shouldn’t, because that’s really the first offshore wind farm in the United States. We keep talking about all these big, you know, utility scale massive things, but that is a utility scale wind farm as well. There’s fi, correct me if I’m wrong, Yolanda, is it five turbos or six? It’s five. Their decent sized turbines are sitting on jackets. They’re just, uh, they’re, they’re only a couple miles offshore. They’re not way offshore. But throughout all of these issues that we’ve had, um, with [00:03:00] these injunctions and stopping construction and stopping this and reviewing permits and all these things, block Island has just been spinning, producing power, uh, for the locals there off the coast of Rhode Island. So we. What were our, the question was is, okay, all these other wind farms that are partially constructed, have they been spinning? Are they producing power? And my mind goes to this, um, as a risk reduction effort. I wonder if, uh, the cable, if the cable lay timelines were what they were. Right. So would you now, I guess as a risk reduction effort, and this seems really silly to have to think about this. If you have your offshore substation, was the, was the main export cable connected to some of these like revolution wind where they have the injunction right now? Was that export cable connected and were the inter array cables regularly connected to turbines and them coming online? Do, do, do, do, do. Like, it wasn’t like a COD, we turned the switch and we had to wait for all 62 turbines. Right. So to our [00:04:00] knowledge and, and, uh, please reach out to any of us on LinkedIn or an email or whatever to our knowledge. The turbines that are in production have still have been spinning. It’s the construction activities that have been stopped, but now. Hey, revolution wind is 90% complete and they’re back out and running, uh, on construction activities as of today. Speaker 2: It was in the last 48 hours. So this, this is a good sign because I think as the other wind farms go through the courts, they’re gonna essentially run through this, this same judge I that. Tends to happen because they have done all the research already. So you, you likely get the same outcome for all the other wind farms, although they have to go through the process. You can’t do like a class action, at least that’s doesn’t appear to be in play at the minute. Uh, they’re all gonna have to go through this little bit of a process. But what the judge is saying essentially is the concern from the Department of War, and then the Department of Interior is. [00:05:00] Make believe. I, I don’t wanna frame it. It’s not framed that way, the way it’s written. There’s a lot more legalistic terms about it. But it basically, they’re saying they tried to stop it before they didn’t get the result they wanted. The Trump administration didn’t get the result they wanted. So the Trump administration ramped it up by saying it was something that was classified in, in part of the Department of War. The judge isn’t buying it. So the, the, the early action. I think what we initially talked about this, everybody, I think the early feeling was they’re trying to stop it, but the fact that they’re trying to stop it just because, and just start pulling permits is not gonna stand outta the court. And when they want to come back and do it again, they’re not likely to win. If they would. Kept their ammunition dry and just from the beginning said it’s something classified as something defense related that Trump administration probably would’ve had a better shot at this. But now it just seems like everything’s just gonna lead down the pathway where all these projects get finished. Speaker: Yeah, I think that specific judge probably was listening to the [00:06:00] Uptime podcast last week for his research. Um, listen to, to our opinions that we talked about here, saying that this is kind of all bs. It’s not gonna fly. Uh, but what we’re sitting at here is like Revolution Wind was, had the injunction against it. Uh, empire Wind had an injunction again, but they were awaiting a similar ruling. So hopefully that’s actually supposed to go down today. That’s Wednesday. Uh, this is, so we’re recording this on Wednesday. Um, and then Dominion is, has, is suing as well, and their, uh, hearing is on Friday. In two, two days from now. And I would expect, I mean, it’s the same, same judge, same piece of papers, like it’s going to be the same result. Some numbers to throw at this thing. Now, just so the listeners know the impact of this, uh, dominion for the Coastal Virginia Offshore Wind Project, they say that their pause in construction is costing them $5 million a day, and that is. That’s a pretty round number. It’s a conservative number to be honest with you. For officer operations, how many vessels and how much stuff is out there? That makes sense. Yep. [00:07:00] 5 million. So $5 million a day. And that’s one of the wind farms. Uh, coastal, Virginia Wind Farm is an $11 billion project. With, uh, it’s like 176 turbines. I think something to that, like it’s, it’s got enough power, it’s gonna have enough production out there to power up, like, uh, like 650,000 homes when it’s done. So there’s five projects suspended right now. I’m continuing with the numbers. Um, well, five, there’s four now. Revolution’s back running, right? So five and there’s four. Uh, four still stopped. And of those five is 28. Billion dollars in combined capital at risk, right? So you can understand why some of these companies are worried, right? They’re this is, this is not peanuts. Um, so you saw a little bump in like Ted stock in the markets when this, this, uh, revolution wind, uh, injunction was stopped. Uh, but. You also see that, uh, Moody’s is a credit [00:08:00] rating. They’ve lowered ORs, Ted’s um, rating from stable to negative, given that political risk. Speaker 2: Well, if you haven’t been paying attention, wind energy O and m Australia 2026 is happening relatively soon. It’s gonna be February 17th and 18th. It’s gonna be at the Pullman Hotel downtown Melbourne. And we are all looking forward to it. The, the roster and the agenda is, is nearly assembled at this point. Uh, we have a, a couple of last minute speakers, but uh, I’m looking at the agenda and like, wow, if you work in o and m or even are around wind turbines, this is the place to be in February. From my Speaker: seat. It’s pretty, it’s, it’s, it’s shaping up for pretty fun. My phone has just been inundated with text message and WhatsApp of when are you traveling? What are your dates looking forward to, and I wanna say this right, Rosie. Looking forward to Melvin. Did I get it? Did I do it okay. Speaker 3: You know how to say it. Speaker: So, so we’re, we’re really looking forward to, we’ve got a bunch of people traveling from around the [00:09:00] world, uh, to come and share their collective knowledge, uh, and learn from the Australians about how they’re doing things, what the, what the risks are, what the problems are, uh, really looking forward to the environment down there, like we had last year was very. Collaborative, the conversations are flowing. Um, so we’re looking forward to it, uh, in a big way from our seats. Over here, Speaker 2: we are announcing a lightning workshop, and that workshop will be answering all your lightning questions in regards to your turbines Now. Typically when we do this, it’s about $10,000 per seat, and this will be free as part of WMA 2026. We’re gonna talk about some of the lightning physics, what’s actually happening in the field versus what the OEMs are saying and what the IEC specification indicates. And the big one is force majeure. A lot of operators are paying for damages that are well within the IEC specification, and we’ll explain.[00:10:00] What that is all about and what you can do to save yourself literally millions of dollars. But that is only possible if you go to Woma 2020 six.com and register today because we’re running outta seats. Once they’re gone, they’re gone. But this is a great opportunity to get your lightning questions answered. And Rosemary promised me that we’re gonna talk about Vestus turbines. Siemens turbines. GE Renova turbines. Nordex turbines. So if you have Nordex turbines, Sulan turbines, bring the turbine. Type, we’ll talk about it. We’ll get your questions answered, and the goal is that everybody at at Wilma 2026 is gonna go home and save themselves millions of dollars in 26 and millions of dollars in 27 and all the years after, because this Lightning workshop is going to take care of those really frustrating lightning questions that just don’t get answered. We’re gonna do it right there. Sign up today. Speaker 3: [00:11:00] You know what, I’m really looking forward to that session and especially ’cause I’ve got a couple of new staff or new-ish staff at, it’s a great way to get them up to speed on lightning. And I think that actually like the majority of people, even if you are struggling with lightning problems every day, I bet that there is a whole bunch that you could learn about the underlying physics of lightning. And there’s not so many places to find that in the world. I have looked, um, for my staff training, where is the course that I can send them to, to understand all about lightning? I know when I started atm, I had a, an intro session, one-on-one with the, you know, chief Lightning guy there. That’s not so easy to come by, and this is the opportunity where you can get that and better because it’s information about every, every OEM and a bit of a better understanding about how it works so that you can, you know, one of the things that I find working with Lightning is a lot of force MA mature claims. And then, um, the OEMs, they try and bamboozle you with this like scientific sounding talk. If you understand better, then you’ll be able to do better in those discussions. [00:12:00] So I would highly recommend attending if you can swing the Monday as well. Speaker: If you wanna attend now and you’re coming to the events. Reach out to, you can reach out to me directly because what we want to do now is collect, uh, as much information as possible about the specific turbine types of the, that the people in the room are gonna be responsible for. So we can tailor those messages, um, to help you out directly. So feel free to reach out to me, joel.saxo, SAXU m@wglightning.com and uh, we’ll be squared away and ready to roll on Monday. I think that’s Monday the 16th. Speaker 2: So while American offshore wind fights for survival in the courts, British offshore wind just had its biggest day ever. The United Kingdom awarded contracts for 8.4 gigawatts. That’s right. 8.4 gigawatts of new offshore wind capacity, the largest auction in European history. Holy smokes guys. The price came in at about 91 pounds per megawatt hour, and that’s 2024 pounds. [00:13:00] Uh, and that’s roughly 40% cheaper than building a new. Gas plant Energy Secretary Ed Milliband called it a monumental step towards the country’s 2030 clean power goals and that it is, uh, critics say that prices are still higher than previous auctions, and one that the government faces challenges connecting all this new capacity to the grid, and they do, uh, transmission is a limiting factor here, but in terms of where the UK is headed. Putting in gigawatts of offshore wind is going to disconnect them from a lot of need on the gas supply and other energy sources. It’s a massive auction round. This was way above what I remember being, uh. Talked about when we were in Scotland just a couple of weeks ago, Joel. Speaker: Yeah, that’s what I was gonna say. You know, when we were, when we were up with the, or E Catapult event, and we talked to a lot of the different organizations of their OWGP and um, you know, the course, the or e Catapult folks and, and, and a [00:14:00] few others, they were really excited about AR seven. They were like, oh, we’re, we’re so excited. It’s gonna come down, it’s gonna be great. I didn’t expect these kind of numbers to come out of this thing. Right? ’cause we know that, um, they’ve got about, uh, the UK currently has about. 16 and a half or so gigawatts of offshore wind capacity, um, with, you know, they got a bunch under construction, it’s like 11 under construction, but their goal is to have 43 gigawatts by 2030. So, Speaker 2: man. Speaker: Yeah. And, and when 2030, put this into Conte Con context now. This is one of our first podcasts of the new year. That’s only four years away. Right. It’s soon. And, and to, to be able to do that. So you’re saying they got 16, they go some round numbers. They got 16 now. Pro producing 11 in the pipe, 11 being constructed. So get that to 27. That’s another 16 gigawatts of wind. They want, they that are not under construction today that they want to have completed in the next four years. That is a monumental effort now. We know that there’s some grid grid complications and connection [00:15:00] requirements and things that will slow that down, but just thinking about remove the grid idea, just thinking about the amount of effort to get those kind of large capital projects done in that short of timeline. Kudos to the UK ’cause they’re unlocking a lot of, um, a lot of private investment, a lot of effort to get these things, but they’re literally doing the inverse of what we’re doing in the United States right now. Speaker 2: There would be about a total of 550, 615 ish megawatt turbines in the water. That does seem doable though. The big question is who’s gonna be providing those turbines? That’s a. Massive order. Whoever the salesperson is involved in that transaction is gonna be very happy. Well, the interesting thing here Speaker: too is the global context of assets to be able to deliver this. We just got done talking about the troubles at these wind farms in the United States. As soon as these. Wind farms are finished. There’s not more of them coming to construction phase shortly, right? So all of these assets, all these jack up vessels, these installation vessels, these specialized cable lay vessels, they [00:16:00]can, they can fuel up and freaking head right across, back across the Atlantic and start working on these things. If the pre all of the engineering and, and the turbine deliveries are ready to roll the vessels, uh, ’cause that you, that, you know, two years ago that was a problem. We were all. Forecasting. Oh, we have this forecasted problem of a shortage of vessels and assets to be able to do installs. And now with the US kind of, basically, once we’re done with the wind farms, we’re working on offshore, now we’re shutting it down. It frees those back up, right? So the vessels will be there, be ready to roll. You’ll have people coming off of construction projects that know what’s going on, right? That, that know how to, to work these things. So the, the people, the vessels that will be ready to roll it is just, can we get the cables, the mono piles, the turbines and the cells, the blades, all done in time, uh, to make this happen And, and. I know I’m rambling now, but after leaving that or e Catapult event and talking to some of the people, um, that are supporting those [00:17:00] funds over there, uh, being injected from the, uh, the government, I think that they’ve got Speaker 2: the, the money flowing over there to get it done too. The big winner in the auction round was RWE and they. Almost seven gigawatts. So that was a larger share of the 8.4 gigawatts. RWE obviously has a relationship with Vestus. Is that where this is gonna go? They’re gonna be, uh, installing vestus turbines. And where were those tur turbines? As I was informed by Scottish gentlemen, I won’t name names. Uh, will those turbines be built in the uk? Speaker 3: It’s a lot. It’s a, it’s one of the biggest challenges with, um, the supply chain for wind energy is that it just is so lumpy. So, you know, you get, um, uh. You get huge eight gigawatts all at once and then you have years of, you know, just not much. Not much, not much going on. I mean, for sure they’re not gonna be just building [00:18:00] eight gigawatts worth of, um, wind turbines in the UK in the next couple of years because they would also have to build the capacity to manufacture that and, and then would wanna be building cocks every couple of years for, you know, the next 10 or 20 years. So, yeah, of course they’re gonna be manufacturing. At facilities around the world and, and transporting them. But, um, yeah, I just, I don’t know. It’s one of the things that I just. Constantly shake my head about is like, how come, especially when projects are government supported, when plans are government supported, why, why can’t we do a better job of smoothing things out so that you can have, you know, for example, local manufacturing because everyone knows that they’ve got a secure pipeline. It’s just when the government’s involved, it should be possible. Speaker 2: At least the UK has been putting forth some. Pretty big numbers to support a local supply chain. When we were over in Scotland, they announced 300 million pounds, and that was just one of several. That’s gonna happen over the next year. There will be a [00:19:00] near a billion pounds be put into the supply chain, which will make a dramatic difference. But I think you’re right. Also, it’s, they’re gonna ramp up and then they, it’s gonna ramp down. They have to find a way to feed the global marketplace at some point, be because the technology and the people are there. It’s a question of. How do you sustain it for a 20, 30 year period? That’s a different question. Speaker 3: I do agree that the UK is doing a better job than probably anybody else. Um, it it’s just that they, the way that they have chosen to organize these auctions and the government support and the planning just means that they have that, that this is the perfect conditions to, you know. Make a smooth rollout and you know, take care of all this. And so I just a bit frustrated that they’re not doing more. But you are right that they’re doing the best probably Speaker 4: once all of these are in service though, aren’t there quite a bit of aftermarket products that are available in the UK Speaker: on the service then? I think there’s more. Speaker 4: Which, I mean, that’s good. A good part of it, right? Speaker: If we’re talking Vestas, so, so let’s just round this [00:20:00] up too. If we’re talking vest’s production for blades in Europe, you have two facilities in Denmark that build V 2 36 blades. You have one facility in Italy that builds V 2 36 blades, Taiwan, but they build them for the APAC market. Of course. Um, Poland had a, has one on hold right now, V 2 36 as well. Well, they just bought that factory from LM up in Poland also. That’s, but I think that’s for onshore term, onshore blades. Oh, yes, sure. And then Scotland has, they have the proposed facility in, in Laith. That there, that’s kind of on hold as well. So if that one’s proposed, I’m sure, hey, if we get a big order, they’ll spin that up quick because they’ll get, I am, I would imagine someone o you know, one of the, one of the funds to spool up a little bit of money, boom, boom, boom. ’cause they’re turning into local jobs. Local supply Speaker 2: chain does this then create the condition where a lot of wind turbines, like when we were in Scotland, a lot of those wind turbines are. Gonna reach 20 years old, maybe a little bit older here over the next five years where they will [00:21:00] need to be repowered upgraded, whatever’s gonna happen there. If you had internal manufacturing. In country that would, you’d think lower the price to go do that. That will be a big effort just like it is in Spain right now. Speaker: The trouble there though too, is if you’re using local content in, in the uk, the labor prices are so much Speaker 2: higher. I’m gonna go back to Rosie’s point about sort of the way energy is sold worldwide. UK has high energy prices, mostly because they are buying energy from other countries and it’s expensive to get it in country. So yes, they can have higher labor prices and still be lower cost compared to the alternatives. It, it’s not the same equation in the US versus uk. It’s, it’s totally different economics, but. If they get enough power generation, which I think the UK will, they’re gonna offload that and they’re already doing it now. So you can send power to France, send power up [00:22:00] north. There’s ways to sell that extra power and help pay for the system you built. That would make a a lot of sense. It’s very similar to what the Saudis have done for. Dang near 80 years, which is fill tankers full of oil and sell it. This is a little bit different that we’re just sending electrons through the water to adjacent European countries. It does seem like a plan. I hope they’re sending ’em through a cable in the water and not just into the water. Well, here’s the thing that was concerning early on. They’re gonna turn it into hydrogen and put it on a ship and send it over to France. Like that didn’t make any sense at all. Uh. Cable’s on the way to do it. Right. Speaker: And actually, Alan, you and I did have a conversation with someone not too long ago about that triage market and how the project where they put that, that that trans, that HVDC cable next to the tunnel it, and it made and it like paid for itself in a year or something. Was that like, that they didn’t wanna really tell us like, yeah, it paid for itself in a year. Like it was a, the ROI was like on a, like a $500 million [00:23:00]project or something. That’s crazy. Um, but yeah, that’s the same. That’s, that is, I would say part of the big push in the uk there is, uh, then they can triage that power and send it, send it back across. Um, like I think Nord Link is the, the cable between Peterhead and Norway, right? So you have, you have a triage market going across to the Scandinavian countries. You have the triage market going to mainland eu. Um, and in when they have big time wind, they’re gonna be able to do it. So when you have an RWE. Looking at seven gigawatts of, uh, possibility that they just, uh, just procured. Game on. I love it. I think it’s gonna be cool. I’m, I’m happy to see it blow Speaker 2: up. Canada is getting serious about offshore wind and international developers are paying attention. Q Energy, France and its South Korean partner. Hawa Ocean have submitted applications to develop wind projects off Nova Scotia’s Coast. The province has big ambitions. Premier, Tim Houston wants to license enough. Offshore [00:24:00] wind to produce 40 gigawatts of power far more than Nova Scotia would ever need. Uh, the extra electricity could supply more than a quarter of Canada’s total demand. If all goes according to plan, the first turbines could be spinning by 2035. Now, Joel. Yeah, some of this power will go to Canada, but there’s a huge market in the United States also for this power and the capacity factor up in Nova Scotia offshore is really good. Yeah. It’s uh, it Speaker: is simply, it’s stellar, right? Uh, that whole No, Nova Scotia, new Brunswick, Newfoundland, that whole e even Maritimes of Canada. The wind, the wind never stops blowing, right? Like I, I go up there every once in a while ’cause my wife is from up there and, uh, it’s miserable sometimes even in the middle of summer. Um, so the, the wind resource is fantastic. The, it, it is a boom or will be a boom for the Canadian market, right? There’re always [00:25:00] that maritime community, they’re always looking for, for, uh, new jobs. New jobs, new jobs. And this is gonna bring them to them. Um, one thing I wanna flag here is when I know this, when this announcement came out. And I reached out to Tim Houston’s office to try to get him on the podcast, and I haven’t gotten a response yet. Nova Scotia. So if someone that’s listening can get ahold of Tim Houston, we’d love to talk to him about the plans for Nova Scotia. Um, but, but we see that just like we see over overseas, the triage market of we’re making power, we can sell it. You know, we balance out the prices, we can sell it to other places. From our seats here we’ve been talking about. The electricity demand on the east coast of the United States for, for years and how it is just climbing, climbing, climbing, especially AI data centers. Virginia is a hub of this, right? They need power and we’re shooting ourselves in the foot, foot for offshore wind, plus also canceling pipelines and like there’s no extra generation going on there except for some solar plants where you can squeeze ’em in down in the Carolinas and whatnot. [00:26:00] There is a massive play here for the Canadians to be able to HVD see some power down to us. Speaker 2: The offshore conditions off the coast of Nova Scotia are pretty rough, and the capacity factor being so high makes me think of some of the Brazilian wind farms where the capacity factor is over 50%. It’s amazing down there, but one of the outcomes of that has been early turbine problems. And I’m wondering if the Nova Scotia market is going to demand a different kind of turbine that is specifically built for those conditions. It’s cold, really cold. It’s really windy. There’s a lot of moisture in the air, right? So the salt is gonna be bad. Uh, and then the sea life too, right? There’s a lot of, uh, sea life off the coast of the Nova Scotia, which everybody’s gonna be concerned about. Obviously, as this gets rolling. How do we think about this? And who’s gonna be the manufacturer of turbines for Canada? Is it gonna be Nordics? Well, Speaker: let’s start from the ground up there. So from the or ground up, it’s, how about sea [00:27:00] floor up? Let’s start from there. There is a lot of really, really, if you’ve ever worked in the offshore world, the o offshore, maritime Canadian universities that focus on the, on offshore construction, they produce some of the best engineers for those markets, right? So if you go down to Houston, Texas where there’s offshore oil and gas companies and engineering companies everywhere, you run into Canadians from the Maritimes all over the place ’cause they’re really good at what they do. Um, they are developing or they have developed offshore oil and gas platforms. Off of the coast of Newfoundland and up, up in that area. And there’s some crazy stuff you have to compete with, right? So you have icebergs up there. There’s no icebergs in the North Atlantic that like, you know, horn seats, internet cruising through horn C3 with icebergs. So they’ve, they’ve engineered and created foundations and things that can deal with that, those situations up there. But you also have to remember that you’re in the Canadian Shield, which is, um, the Canadian Shield is a geotechnical formation, right? So it’s very rocky. Um, and it’s not [00:28:00] like, uh, the other places where we’re putting fixed bottom wind in where you just pound the piles into the sand. That’s not how it’s going to go, uh, up in Canada there. So there’s some different engineering that’s going to have to take place for the foundations, but like you said, Alan Turbine specific. It blows up there. Right. And we have seen onshore, even in the United States, when you get to areas that have high capacity burning out main bearings, burning out generators prematurely because the capacity factor is so high and those turbines are just churning. Um, I, I don’t know if any of the offshore wind turbine manufacturers are adjusting any designs specifically for any markets. I, I just don’t know that. Um, but they may run into some. Some tough stuff up there, right? You might run into some, some overspeeding main bearings and some maintenance issues, specifically in the wintertime ’cause it is nasty up there. Speaker 2: Well, if you have 40 gigawatts of capacity, you have several thousand turbines, you wanna make sure really [00:29:00] sure that the blade design is right, that the gearbox is right if you have a gearbox, and that everything is essentially over-designed, heated. You can have deicing systems on it, I would assume that would be something you would be thinking about. You do the same thing for the monopoles. The whole assembly’s gotta be, have a, just a different thought process than a turbine. You would stick off the coast of Germany. Still rough conditions at times, but not like Nova Scotia. Speaker: One, one other thing there to think about too that we haven’t dealt with, um. In such extreme levels is the, the off the coast of No. Nova Scotia is the Bay of Fundee. If you know anything about the Bay of Fundee, it is the highest tide swings in the world. So the tide swings at certain times of the year, can be upwards of 10 meters in a 12 hour period in this area of, of the ocean. And that comes with it. Different time, different types of, um, one of the difficult things for tide swings is it creates subsid currents. [00:30:00] Subsid currents are, are really, really, really bad, nasty. Against rocks and for any kind of cable lay activities and longevity of cable lay scour protection around turbines and stuff like that. So that’s another thing that subsea that we really haven’t spoke about. Speaker 3: You know, I knew when you say Bay Bay of funding, I’m like, I know that I have heard that place before and it’s when I was researching for. Tidal power videos for Tidal Stream. It’s like the best place to, to generate electricity from. Yeah, from Tidal Stream. So I guess if you are gonna be whacking wind turbines in there anyway, maybe you can share some infrastructure and Yeah. Eca a little bit, a little bit more from your, your project. Speaker 2: that wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas. We’d love to hear from you. Just reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show For Rosie, Yolanda and Joel, I’m Alan Hall, and we’ll see you here next week on the Uptime [00:36:00] Wind Energy Podcast.
Today we are joined by Carla and Joe Policastro of Cycle CPA to talk about forecasting revenue and overhead from their 2-day virtual event that they held.Sponsors:Cycle CPA
In this episode of First Round's On Me, we sit down with Lindsey Simcik — writer, mother, wife, and co-host of the global podcast phenomenon Almost 30 — for a powerful conversation about the “in-between seasons” of life: the moments where you don't feel like yourself anymore, but you're not quite sure who you're becoming next.Lindsey opens up about building Almost 30 from a closet floor, why authenticity is the only thing that truly creates connection, and how so many people today are living in a constant state of performance — chasing validation, comparison, followers, and approval.We dive into anxiety as a messenger (not a monster), identity shifts through motherhood, resentment and guilt in early parenting, and the “unsexy” conversations that actually make relationships stronger, healthier, and yes… even sexier.This episode is honest, deeply grounding, and one of those conversations that makes you feel less alone — in your relationship, your parenting journey, your anxiety, and your becoming.
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 2026. 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-12977Date of first use: January, 2026
JCK editor-in-chief Victoria Gomelsky and news director Rob Bates talk about their 2026 predictions—however murky the future may be. They share their observations on how the bifurcation of demand and the strain on the middle class have affected luxury categories. Rob wonders if the year bring more stability to the diamond market, enabling the industry to roll out marketing campaigns to usher in a natural diamond revival. Victoria covers the colored stone and metal trends she's tracking, and how the gold price is shaping designers' choices in materials. The hosts also discuss how tariffs will affect the Tucson shows, what 2026 means for the watch business, and the future of the jewelry market in the Middle East. 2026 is already off to an exciting start. Title Sponsor: De Beers (adiamondisforever.com) Sponsor: Facets of Fire (facetsoffire.com/centurion)
Damona is joined by her good friend Danny Santos, shaman, healer, astrologer, and tarot reader, to look at the astrology of 2026 and how it's setting the stage for love this year. What You'll Hear In This Episode Key transits and cosmic shifts to watch out for in the year ahead Which houses in your birth chart actually matter for compatibility, and why your moon sign may reveal more than your sun sign Taylor Swift and Travis Kelce's astrological compatibility breakdown, plus celebrity couples Danny is watching in 2026 The Year of the Horse energy: how to use the adventurous energy of the year to propel you into love Resources and Links Book a session with Danny Santos at santoscrystalvisions.com and use code DATES for 10% off your first session Follow Danny on Instagram @SantosCrystalVisions Unlock the Secret to Successful Dating with our Date Tracker at damonahoffman.com/datetracker Call or text your question to: 424-246-6255 Follow @damonahoffman on TikTok and submit questions via DM or voice memo anytime. *Our IG and FB are currently paused, so use any of the other apps and phone to contact us this week* Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Global Head of Fixed Income Research Andrew Sheets takes a look at multiple indicators that are pointing on the same direction: strong growth for markets and the economy.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today I'm going to talk about an unusual alignment of signs of optimism for the global cyclical backdrop and why these are important to watch. It's Friday, January 9th at 2pm in London. 2026 is now well underway. Forecasting is difficult and a humbling exercise; and 2025 certainly showed that even in a good year for markets, you can have some serious twists and turns. But overall, Morgan Stanley Research still thinks the year ahead will be a positive one, with equities higher and bond yields modestly lower. It's off to an eventful start, certainly, but we think that core message remains in place. But instead of going back again to our forecasts through the year ahead, I wanted to focus instead on a wide variety of different assets that have long been viewed as leading indicators of the global cyclical environment. I think these are important, and what's notable is that they're all moving in the same direction – all indicating a stronger cyclical backdrop. While today's market certainly has some areas of speculative activity and excessive valuations, the alignment of these things suggests something more substantive may be going on. First, Copper prices, which tend to be volatile but economically sensitive, have been rising sharply up about 40 percent in the last year. A key index of non-traded industrial commodities for everything from Glass to Tin, which is useful because it means it's less likely to be influenced by investor activity, well, it's been up 10 percent over the last year. Korean equities, which tend to be highly cyclical and thus have long been viewed by investors as a proxy for global economic optimism, well, they were the best performing major market last year, up 80 percent. Smaller cap stocks, which again, tend to be more economically sensitive, well, they've been outperforming larger ones. And last but not least, Financial stocks in the U.S. and Europe. Again, a sector that tends to be quite economically sensitive. Well, they've been outperforming the broader market and to a pretty significant degree. These are different assets in different regions that all appear to be saying the same thing – that the outlook for global cyclical activity has been getting better and has now actually been doing so for some time. Now, any individual indicator can be wrong. But when multiple indicators all point in the same direction, that's pretty worthy of attention. And I think this ties in nicely with a key message from my colleague, Mike Wilson from Monday's episode; that the positive case for U.S. equities is very much linked to better fundamental activity. Specifically, our view that earnings growth may be stronger than appreciated. Of course, the data will have a say, and if these indicators turn down, it could suggest a weaker economic and cyclical backdrop. But for now, these various cyclical indicators are giving a positive read. If they continue to do so, it may raise more questions around central bank policy and to what extent further rate cuts are consistent with these signs of a stronger global growth backdrop. For now, we think they remain supporting evidence of our core view that this market cycle can still burn hotter before it burns out. Thank you as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also, please tell a friend or colleague about us today.
What foods will be in, and what will be out, in 2026? Kim Severson, who covers food and food culture for the New York Times, joins to discuss her latest piece "How We'll Eat in 2026: More Caution, More Crunch." Plus, listeners share what food trends they like and dislike.
From the artificial intelligence bubble to trade policy, Michela asks Martin Wolf, the FT's chief economics commentator, how the biggest stories of last year will affect the economy in 2026. The FT does not use generative AI to voice its podcasts.- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Forecasting the world in 2026 Why the world should worry about stablecoinsTrump's tariffs will damage the world- - - - - - - - - - - - - - - - - - - - - - - - - - Follow Martin Wolf on X (@martinwolf_). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
What if the biggest barrier to your business growth isn't your vision, but your refusal to look at the numbers?In this episode of Glass Ceilings and Sticky Floors, Erica Rooney sits down with Danielle Hendon, founder of Four Corners CFO. After a decade in corporate finance, Danielle realized that many entrepreneurs are brilliant at their craft but paralyzed by their books. She's on a mission to turn founders into confident financial leaders by simplifying complex "money talk" into actionable strategy.Join them as they discuss why you can't lead where you don't look, how to stop letting your bank account define your self-worth, and the vital mindset shift needed to move from a "stagnant pond" to a "flowing river" of wealth.Inside the Episode:The Music to Math Pipeline: Danielle shares her unconventional journey from aspiring opera singer to CPA, explaining the scientific mesh between musical patterns and numerical data.The Judgment Trap: Why women often feel like their financial statements are a "grade" on their performance as a human, and how to start viewing numbers as neutral tools for decision-making.Forecasting as Leadership: Danielle breaks down why the goal of a budget isn't necessarily to hit it—it's a roadmap to help you understand the "why" behind your business's story.The "Stagnant Pond" vs. "Flowing River": A powerful visual analogy for shifting from a scarcity mindset to an abundance mindset, and why you must "spend money to make money."The Power of Profit: Why paying yourself first is not selfish, but a requirement for sustainable growth and the ability to eventually delegate tasks.Sticky Floors of Delegation: Danielle opens up about her own struggle with hiring and "letting go," revealing why the first revenue-generating hire is the hardest yet most necessary step to shatter your glass ceiling.Pricing for Value: A look at why hourly billing often penalizes expertise, and why shifting to flat-fee pricing allows you to profit from your own efficiency.If you've been putting your head in the sand when it comes to your business finances, this episode is the clarity and encouragement you need to step into the power of profit.
Financial Times columnist Gillian Tett predicted that the Magnificent 7 tech stocks were not going to fall, but they wouldn't ride a lot higher either in 2025. What actually happened was a bit of a mixed bag, and Gillian says that sets these companies up for diverging paths in 2026. The era of an artificial intelligence tide lifting all boats seems to be drawing to an end. Mentioned in this podcast:Forecasting the World in 2025 Forecasting the world in 2026Note: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Sonja Hutson, and produced by Victoria Craig and Marc Filippino. Our show was mixed by Kent Militzer. Additional help from Gavin Kallmann, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Europe's banking industry could shed 10 per cent of its workforce by 2030. Plus, the FT's US national editor and columnist Edward Luce predicted America's president would not fall out with one-time “first buddy”, billionaire Elon Musk in 2025. He explains why they could form a new kind of alliance in 2026. Mentioned in this podcast:AI forecast to put 200,000 European banking jobs at risk by 2030Forecasting the World in 2025 Forecasting the world in 2026Note: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Victoria Craig, and produced by Sonja Hutson and Marc Filippinio. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Credits: The White House, Fox News, CBS, APRead a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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