Podcasts about forecasts

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Best podcasts about forecasts

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Latest podcast episodes about forecasts

Pandemic Quotables
UN Quietly Lowers Population Forecasts

Pandemic Quotables

Play Episode Listen Later Jun 30, 2025 7:01


Chip Stock Investor Podcast
Episode 318: Wolfspeed Bankruptcy: What Investors Need to Know Now -- WOLF Stock Analysis

Chip Stock Investor Podcast

Play Episode Listen Later Jun 28, 2025 6:38


Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.comWolfspeed (WOLF stock) is settling with its creditors. What does that mean for the future of the business? And is it time to buy? Chip Stock Investor discusses in this important SiC chip update.Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/WOLF videos to watch:https://youtu.be/j2p4sq1EeyEhttps://youtu.be/6ou0QIMHbJkhttps://youtu.be/UsxrfhVPiEEhttps://youtu.be/GMWSKEKWibYhttps://youtu.be/gPfTwUN1CxIhttps://youtu.be/F_YukCX7O40Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:00:00 Wolfspeed's Troubled Journey01:51 Bankruptcy and Debt Restructuring04:40 Future Prospects and Final Thoughts #wolfspeed #wolfstock #siliconcarbide #evs #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

On Investing
The Markets Shrug at Geopolitics, for Now

On Investing

Play Episode Listen Later Jun 27, 2025 47:49


On this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of the markets amid geopolitical tensions in the Middle East and the implications for oil prices and overall investor sentiment.  Then, Kathy Jones sits down with Mike Townsend, Schwab's managing director of legislative and regulatory affairs, to discuss the evolving geopolitical landscape, particularly the U.S. involvement in the Middle East and its implications for foreign policy. They explore market reactions to recent conflicts, the current state of tariffs and trade negotiations, and the impact of immigration policies on labor markets. Additionally, they highlight key policy issues for investors to watch in the second half of the year, including the potential for deregulation and the future of cryptocurrency regulation.You can follow Mike Townsend on LinkedIn or X.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Currency trading is speculative, volatile and not suitable for all investors.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures productsAll  names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intendedShort selling is an advanced trading strategy involving potentially unlimited risks, and must be done in a margin account. [There is no guarantee the brokerage firm can continue to maintain a short position for any period of time. Your position may be closed out by the firm without regard to your profit or loss.](0625-B9S2)

Chip Stock Investor Podcast
Episode 317: Semiconductor Stocks To New All Time Highs? Micron Provides Some Hints

Chip Stock Investor Podcast

Play Episode Listen Later Jun 27, 2025 15:07


Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investor discusses Micron's recent report, which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia, Broadcom, and AMD? Nick and Kasey discuss reasons for optimism, and also risks to be mindful of.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Introduction to Micron and Its Industry Position(01:43) Micron's Recent Earnings and Market Insights(02:27) AI and Data Center Growth Impact on Micron(08:44) Automotive and Industrial Market Recovery(11:06) CapEx and Future Outlook for Micron(14:14) Conclusion and Market Implications #micron #hbm #hbmmemory #nvidia #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Micron

Boxoffice Podcast
CineEurope 2025 Recap [Presented by Christie]

Boxoffice Podcast

Play Episode Listen Later Jun 26, 2025 59:02


00:00 Intro 00:58 Episode Overview – CineEurope Recap, Cannes Highlights, F1 & Megan 2.0 Forecasts  02:25 Elio Pixar's Lowest Opening Ever ($20.8M)  03:57 28 Years Later $30M Opening, Franchise Setup  06:25 F1 Movie Real Racing Footage, PLF Showcase  12:05 F1 Forecast $45–55M Opening; Megan 2.0 Tracking Low  13:42 Kate Hudson Named Pioneer of the Year  14:57 CineEurope 2025 Recap Begins  16:40 Local Films Rising in Europe Due to Hollywood Gaps  20:10 Windows Debate Global 45-Day Minimum Pushed  22:45 Streamer Risk Amazon MGM & SVOD Threat  29:30 Naked Gun (Paramount) International Reception  31:55 Cannes 2025 Recap Begins No Breakout Hit  33:40 Palme d'Or: It Was Just an Accident Acquired by Neon  35:20 Die, My Love Jennifer Lawrence Film Sells for $24M  36:15 Sentimental Value Most Acclaimed Film at Cannes  37:05 Linklater's Nouvelle Vague to Netflix Industry Critique  42:10 Splitsville Surprise Hit Comedy from Cannes  45:00 Christie VDR Tech Enhancing Contrast & Reducing Energy  54:15 VDR Rollout Coming Late 2025  

Chip Stock Investor Podcast
Episode 316: AI Data Center Equipment Manufacturing: OEM and ODM Stocks 2025

Chip Stock Investor Podcast

Play Episode Listen Later Jun 24, 2025 20:02


Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.io/csi/AI data center construction is continuing at a fast pace, and a new group of stocks are emerging as big winners. Learn about what OEM and ODM companies are, their place in the AI data center manufacturing supply chain, and how to analyze their financials.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Understanding OEMs and ODMs(01:26) The Electronics Supply Chain(03:45) OEMs vs ODMs: Key Differences(08:57) Revenue vs Profitability in OEMs and ODMs(13:28) The Fabless Model: Arista and Pure Storage(17:33) Why Focus on High-Margin Companies #celestica #foxconn #jabil #semiconductors #anet #purestorage #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocksNick and Kasey own shares of Arista Networks, Pure Storage

Audio Ground School by Part Time Pilot
IFR Section 4 - Lesson #16: Graphical Forecasts for Aviation

Audio Ground School by Part Time Pilot

Play Episode Listen Later Jun 23, 2025 42:28


Welcome to the Part Time Pilot Audio Ground School Podcast! This podcast takes our free podcast to a whole new level by providing students with every single lesson included in the Part Time Pilot Private Pilot & IFR Ground Schools without a single Ad! On top of that, VIP podcast students get BONUS episodes like Mock Checkrides, Checkride Prep, Expert Interviews and more!   The #1 reason student pilots never end up becoming a private pilot is NOT due to money. The real reason is actually deeper than that. Yes, flight training is expensive. But every student pilot knows this and budgets for it when they decide to do it.   The actual #1 reason a student pilot fails is because they do not have a good, fundamental understanding of the private pilot knowledge they are meant to learn in ground school.   You see when a student does not have a good grasp of this knowledge they get to a point in their flight training where their mind just can't keep up. They start making mistakes and having to redo lessons. And THAT is when it starts getting too expensive.   This audio ground school is meant for the modern day student pilot... aka the part time student pilot. Let's face it, the majority of us have full time responsibilities on top of flight training. Whether it is a job, kids, family, school, etc. we all keep ourselves busy with the things that are important to us. And with today's economy we have to maintain that job just to pay for the training. The modern day student pilot is busy, on the go and always trying to find time throughout his or her day to stay up on their studies. The audio ground school allows them to consume high quality content while walking, running, working out, sitting in traffic, traveling, or even just a break from the boring FAR/AIM or ground school lecture.   Did I meant high quality content? The audio ground school is taken straight out of the 5-star rated Part Time Pilot Online Ground School that has had over 2000 students take and pass their Private Pilot & IFR exams with only 2 total students failing the written. That's a 99.9% success rate! And the 2 that failed? We refunded their cost of ground school and helped them pass on their second attempt. We do this by keeping ground school engaging, fun, light and consumable. We have written lessons, videos, audio lessons, live video lessons, community chats, quizzes, practice tests, flash cards, study guides, eBooks and much more.   Part Time Pilot was created to be a breath of fresh air for student pilots. To be that flight training provider that looks out for them and their needs. So that is just what we are doing with this podcast.     IFR Section 4 Lesson 15: In this Free IFR Ground School lesson we talk about weather forecasts pilots can get from aviationweather.gov and how to navigate the site. We specifically focus on graphical area forecasts that can help get you weather data between your origin point and your destination.     Links mentioned in the episode: GIVEAWAY (valid until 7/1/2025):  - Follow @part.time.pilot, @katana_aviation_foundation and @koreheadset   - Comment & Tag a friend in the Giveaway post from 6/21/2025 on Part Time Pilot's Instagram  - Share the post or any other posts from either Part Time Pilot, Katana, or Kore as much as possible ... Winner will be selected July 1st or 2nd and win a lifetime Online Ground School from Part Time Pilot, a Foreflight subscription from Katana Aviation Foundation and a Kore Aviation Pilot Headset (~$600 value) Aviation Weather Site Video: https://youtu.be/ZFnH8O7D80E  Weather Symbols: https://aviationweather.gov/gfa/help/#symbols  Private Pilot Online Ground School: PPL Ground School - Part Time Pilot Checkride Prep: PPL Checkride Prep - Part Time Pilot IFR Online Ground School: IFR Ground School – Part Time Pilot   PPL study group: https://www.facebook.com/groups/parttimepilot  IFR study group: https://www.facebook.com/groups/parttimepilotifr/   Recommended Products & Discounts:  https://parttimepilot.com/recommended-products-for-student-pilots/   

Successful Farming Podcast
Yield Forecasts, Feed Demand, and Market Strategy

Successful Farming Podcast

Play Episode Listen Later Jun 23, 2025 18:42


In today's episode, commodity market expert Al Kluis is joined by Nick Repke to break down recent crop reports, market reactions, and the role weather is playing in crop conditions. They analyze corn and soybean yield projections, livestock demand, and feed consumption, while also digging into market trends and chart analysis. The discussion includes geopolitical risks influencing market volatility and wraps up with a long-term perspective on grain prices, highlighting the value of strategic planning in grain marketing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

CIO Weekly Investment Outlook
What's next after the Fed's "dovish hold"?

CIO Weekly Investment Outlook

Play Episode Listen Later Jun 22, 2025 13:07


“Most central banks will prefer to sit back and wait and see.” In this week's PERSPECTIVES Weekly podcast, the Global Head of the Private Bank's Chief Investment Office, Markus Müller, notes that the U.S. Federal Reserve's decision to stay put on rates is likely to be echoed by other central banks, as the economy confronts geopolitical instability and trade uncertainty. The Fed's Chairman, Jerome Powell, made clear that the U.S. central bank is “well positioned to take a wait-and-see approach on the future path of rate cuts.” In his other capacity as the Private Bank's CIO for Sustainability, Markus also takes a moment to explain some recent developments in carbon-capture technology, and to consider the possible impacts on carbon markets, particularly the better-developed one in Europe. It is not only carbon emitters who need to pay attention, he says. “Carbon capture is an essential ingredient for society, not an option – in our point of view – if we want to limit climate change.”Of the macroeconomic data coming this week, “the really big one is, of course, the University of Michigan consumer sentiment on Friday,” Markus says. “And the Fed might be watching this one too.”For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Cash Flow For Life
The Housing Market Just Flipped -- What Now?

Cash Flow For Life

Play Episode Listen Later Jun 20, 2025 21:44


Feeling uncertain about the real estate market given the headlines? 500,000 more sellers than buyers! $700 billion in sitting inventory! Forecasts of 1-2% price decreases by Q4!Don't let the news shake your confidence! In this video, Andrew Holmes, leading real estate investor and mentor, will cut through the noise and provide a clear, actionable update on the current real estate investing landscape. More importantly, he'll reveal how these very challenges can unlock unprecedented opportunities for savvy investors. Discover how to navigate shifting market dynamics and find hope, even when others see only obstacles.The Cashflow for Life podcast is about one thing: using real estate investing as a tool to create consistent cashflow every month for the rest of your life. Our mission is to help everyone in America buy their first 5 properties in the next 2 years, and have them paid off in 7 years. This is the 2-5-7 Cashflow For Life philosophy. Tune in to witness how ordinary people in our community have put this philosophy into action to increase their net worth and create consistent monthly cashflow as they continue their journey to build wealth for themselves and their families.==============Connect with us! ==============Facebook: @andrewholmesrealestate IG: @andrewholmesre

Clairvoyant Conversations
Magical New Moon in Cancer: ♋️ ✨ Astrology Forecast June 21 - 30

Clairvoyant Conversations

Play Episode Listen Later Jun 19, 2025 25:48


During the last part of June 2025, we have arguably the most magical New Moon of the year with the New Moon in Cancer on June 25th. The Moon will be conjunct Jupiter, the planet of expansion and blessings, taking place hours after Jupiter's annual conjunction with the Sun. This is the time to do some magic, work on your manifestations, and wish upon a star. Check out your forecast + some other astrological highlights in this latest video!Get in touch or book a reading:https://www.dogstaroracle.com/https://www.instagram.com/dogstaroracle/email: akriech@dogstaroracle.comJune 2025 Forecasts:https://youtu.be/rEaOsIe2N70?si=JgzDOrEmtO2zERZbChapters:0:00 Title01:01 Explosive Astrology of June 14 and 1503:33 Sun in Cancer08:34 Jupiter Cazimi14:37 New Moon in Cancer22:06 Mercury in Leo

ResearchPod
Merger Synergies and Analyst Forecasts

ResearchPod

Play Episode Listen Later Jun 18, 2025 10:07 Transcription Available


How do analysts respond to company forecasts during mergers?Dr Ahmad Ismail from the American University of Beirut analyses over 2,000 U.S. takeovers to find out. His research shows that analysts are more likely to revise earnings upwards when companies forecast large cost-saving synergies, and when led by level-headed CEOs. These revisions often predict real market gains, pointing to a clear investment signal.Read more research: researchgate/Ahmad-Ismail

Grain Markets and Other Stuff
Biofuel Blockbuster: Record Soybean Oil Demand??

Grain Markets and Other Stuff

Play Episode Listen Later Jun 16, 2025 12:51


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Biofuel Blockbuster4:06 Middle East and Crude5:59 US Weather and Market Impact9:40 The Funds10:31 Brazil Corn Harvest

Chip Stock Investor Podcast
Episode 315: The Next Big Thing In Semiconductor Manufacturing -- According to A Top Dog In the Netherlands

Chip Stock Investor Podcast

Play Episode Listen Later Jun 16, 2025 20:37


Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Advanced packaging and chiplets are ready to be a big driver of performance increases in semiconductor manufacturing, thanks in no small part to AI pushing the limits. One small but dominant player in this market in BE Semiconductor (BESI stock), and their investor day update was full of important info for investors. Chip Stock Investor explains what's happening, and why BESI might be worth your time.Join us on Discord with Semiconductor Insider, sign up on our website: https://www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formWatch:https://youtu.be/CeXwakZy5r8https://youtu.be/EpJtJNsQPughttps://youtu.be/webbcQm78G4*****************************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #besi #besemiconductor #chipmanufacturing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Spotlight on BE Semiconductor(02:29) Understanding the Semiconductor Industry(03:22)The Fab Five and Market Dominance(05:10) Advanced Packaging: The Future of Semiconductors(06:57) BESI's Investor Day Highlights(15:29) Financial Projections and Market Position(19:30) Conclusion and Final ThoughtsNick and Kasey own shares of Applied Materials

The NZ Property Market Podcast
Are economic forecasts a bit optimistic?

The NZ Property Market Podcast

Play Episode Listen Later Jun 15, 2025 32:02


Send us a question/idea/opinion direct via text message!This week Nick and Kelvin discuss the latest suburb data from the Mapping the Market tool, highlighting the performance of different property types. They delve into net migration trends and their implications for the housing market, emphasising the ongoing economic challenges. The conversation also covers the recent Auckland CVs, addressing public concerns about property valuations and their impact on rates.Sign up for news and insights or contact on LinkedIn, X @NickGoodall_CL or @KDavidson_CL and email nick.goodall@cotality.com or kelvin.davidson@cotality.com

On Investing
‘Muddiness' & Uncertainty in the Markets (With Cameron Dawson)

On Investing

Play Episode Listen Later Jun 13, 2025 49:14


Kathy Jones and Liz Ann Sonders discuss recent unemployment data, the upcoming Fed meeting, and the performance of the Magnificent 7 stocks. Then, Liz Ann Sonders and Cameron Dawson, Chief Investment Officer of NewEdge Wealth, discuss the “muddiness” in the current economic data and the overall landscape, focusing on inflation, tariffs, consumer behavior, corporate margins, and the outlook for earnings. They explore the complexities of the bond market, foreign demand for US securities, and the implications of corporate balance sheets on the economy. Their conversation also highlights the importance of international diversification and strategic portfolio construction in uncertain times.You can read Liz Ann and Kevin's midyear report, “2025 Mid-Year Outlook: U.S. Stocks and Economy,” on schwab.com.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.   All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.   Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.   Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.Investing involves risk, including loss of principal.   Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Money market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of an investment at $1.00 per share, it is possible to lose money by investing in the fund.Correlation is a statistic that measures the degree to which two securities move in relation to each other.Schwab does not recommend the use of technical analysis as a sole means of investment research.  The book Stranger in a Strange Land is not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Schwab has not reviewed the book and makes no representations about its content.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.  All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.​​Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see​ Schwab.com/IndexDefinitions.(0625-6XWH)

In The Loop
HR 4 – AFC South Forecasts & Father's Day Feels

In The Loop

Play Episode Listen Later Jun 13, 2025 39:59


CBS Sports dropped the best- and worst-case scenarios for every AFC South team — how do they stack up for the Texans? Are you feeling more confident… or a little nervous? ITL breaks it down. Plus, Figgy's Mixtape brings the laughs with top Father's Day gifts, dad jokes, and a celebration of the best TV dads of all time.

Engadget
Google DeepMind is sharing its AI forecasts with the National Weather Service

Engadget

Play Episode Listen Later Jun 13, 2025 5:57


It launched a new website where you can see its predictions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Weather in New York City
Today's Weather in New York City 06/13/25: Wind Shear, Touchdown Forecasts, and Summer Storm Predictions

Weather in New York City

Play Episode Listen Later Jun 13, 2025 1:48


Hey weather warriors! Dustin Breeze here, coming at you with the hottest forecast in the Big Apple! Today's weather is about to get as intense as a fourth-quarter touchdown drive.Right now, we've got a 20 percent chance of showers and thunderstorms after 11 in the morning. It's gonna be partly sunny with a high near 74 degrees Fahrenheit. We've got an east wind cruising at 6 to 8 miles per hour, which'll shift southeast in the afternoon. Talk about a weather audible!Let's dive into our Weather Playbook segment! Today, we're breaking down the concept of wind shear. Think of wind shear like a defensive line in football - it's all about how wind speed and direction change with height. Just like a quarterback reading the defense, meteorologists read wind shear to predict severe weather. Boom! Weather science with a touchdown of excitement!Now for our 3-day forecast play-by-play:Saturday: Showers are likely, mainly before 2 in the afternoon. We're looking at cloudy conditions with temperatures dropping to around 62 degrees. Northeast wind around 10 miles per hour. Precipitation probability? 60 percent! Saturday Night: 30 percent chance of showers before 2 in the morning. Cloudy skies with a low around 61 degrees.Sunday: Another 30 percent chance of showers after 2 in the afternoon. Cloudy conditions with a high near 65 degrees.And hey, no unusual weather phenomena to report today - just classic New York City summer vibes!It's gonna be WIIIIILD out there, folks!Don't forget to subscribe to the podcast! Thanks for listening. For more info, check out inceptionpoint.ai. This has been a Quiet Please production. Learn more at quietplease.ai.

Communism Exposed:East and West
Business Matters:Nvidia to Exclude China in Revenue and Profit Forecasts

Communism Exposed:East and West

Play Episode Listen Later Jun 12, 2025 13:45


Voice-Over-Text: Pandemic Quotables
Business Matters:Nvidia to Exclude China in Revenue and Profit Forecasts

Voice-Over-Text: Pandemic Quotables

Play Episode Listen Later Jun 12, 2025 13:45


Chip Stock Investor Podcast
Episode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism

Chip Stock Investor Podcast

Play Episode Listen Later Jun 10, 2025 22:15


Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/It's been over a year since Chip Stock Investor originally announced it would gradually start selling its stake in Marvell Technology Group (MRVL stock) and purchase more Broadcom (AVGO stock). What went wrong with Marvell? And what has happened in the last year that could pave the way for better stock returns for MRVL investors? Nick and Kasey discuss recent events, and Marvell's growth in AI and data center infrastructure.Join us on Discord with Semiconductor Insider: https://chipstockinvestor.com/semi-insider-sign-up/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form

The Six Five with Patrick Moorhead and Daniel Newman
EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Jun 9, 2025 54:41


The girls are fighting! From Microsoft's reorganization signaling the potential end of SaaS, the (un)surprising public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance, Pat and Dan cover it all! The handpicked topics for this week are:   Breaking News and Market Trends: Discussion of Microsoft's reorganization and its implications for SaaS. Analysis of the Trump-Elon Musk public feud. Broadcom's new chip and its impact on AI infrastructure.   Market Analysis and Earnings Reports: Overview of current market trends, including S&P 500 reaching 6,000. Examination of Tesla stock fluctuations. Analysis of Broadcom and HPE earnings reports.   AI and Technology Developments: Global Foundries' $16 billion investment in US chip production Broadcom's Tomahawk 6 chip and its significance for AI infrastructure.HPE's AI revenue growth and enterprise market share.   Navigating Industry Challenges: Discussion on the impact of political relationships on tech companies. Analysis of supply chain issues and their effect on earnings. Speculation on the future of physical devices and AI integration. Discussion on the potential impact of AI on job markets.   The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at sixfivemedia.com/summit  For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

On Investing
How Will Tariffs & Debt Affect the Economy?

On Investing

Play Episode Listen Later Jun 6, 2025 15:41


In this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of tariffs and the ongoing trade war, the implications of budget bills on the economy, and insights into inflation and the labor market. They explore how tariffs are affecting economic indicators, the challenges in estimating tariff revenue, and the potential impact of upcoming economic reports on Federal Reserve policy.You can read Kathy's midyear report, “Fixed Income Outlook: Cool and Cloudy” on Schwab.com. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Currency trading is speculative, volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0625-43K6)

OANDA Market Insights
US jobs number exceeds forecasts, Week ahead preview

OANDA Market Insights

Play Episode Listen Later Jun 6, 2025 14:53


Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

Chip Stock Investor Podcast
Episode 313: Physical AI Is Using LiDAR -- 1 Chip Design Stock Leading the Pack -- OUST Stock Analysis

Chip Stock Investor Podcast

Play Episode Listen Later Jun 6, 2025 14:35


LiDAR stocks have been heating up as the promise of "physical AI," Robotaxis, humanoid robotics, and the like are getting fresh attention. Chip Stock Investor discuss Ouster (OUST), a bit about how LiDAR works, Ouster's history via merger with Velodyne, and current cash burn issues. They discuss the price-to-sales ratio, and quick valuation trick using P/S by pretending what OUST's valuation would be today if running at a 20% free cash flow profit (20% margin being a general goal a business like this should target). All of this assumes Ouster can deliver on its financial goals, so Nick and Kasey discuss whether LiDAR belongs in their small bets basket of stocks.Join us on Discord with Semiconductor Insider: https://chipstockinvestor.com/semi-insider-sign-up/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/

Lagniappe
Critiquing Forecasts, Praising Innovation

Lagniappe

Play Episode Listen Later Jun 5, 2025 28:37


Doug and Greg begin this week's episode with a critique of Jamie Dimon's forecasts regarding the bond market and financial predictions in general. They explore the rise of autonomous driving technology, the world-changing impact of American investment in innovation, and the influence of the political climate on markets and investment strategies. Key Takeaways [0:18] - Our reactions to Jamie Dimon's bond market hurricane prediction [04:50] - Forecasts are essentially worthless [07:31] - The autonomous driving revolution is here [10:27] - Magnificent 7 reinvesting cash flows with growth [15:27] - Political bias should not influence investment decisions. [18:02] - Market reaction to the new tax bill and Musk's opposition [23:16] - Could weak economic data/jobless claims lead to fed rate cuts? View Transcript Links Jamie Dimon Says Crack in the Bond Market Is ‘Going to Happen' Over the last ~100 years, the stock market has been up 76% of the time over all rolling 12-month periods Barry Ritholtz Warns: Don't Mix Investing and Identity Politics Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated

The Peak Daily
Down and out

The Peak Daily

Play Episode Listen Later Jun 4, 2025 7:41


Buckle your proverbial seatbelts, because the global economy is heading for a rough patch, and Canada is set to get rocked. The fashion world's hottest trend? Getting hacked.

The Future of Water
Quenching High Tech’s Thirst: The Rising Water Demands of Data Centers and Semiconductors

The Future of Water

Play Episode Listen Later Jun 3, 2025 36:08


In this episode, host Reese Tisdale is joined by Bluefield Senior Analyst Amber Walsh, who shares insights from her latest research on the growing water demands of high tech. With billions in investment flowing into semiconductor fabs and data centers, these sectors are becoming major players in the water space—and are quietly reshaping infrastructure strategy from the ground up. Bluefield's water experts unpack key trends, including: The increasing reliance on ultrapure water and advanced reuse systems in next-gen semiconductor manufacturing. How the rise of artificial intelligence is intensifying thermal loads, forcing data centers to adopt more water-intensive cooling technologies—and driving new investment in water management. The emergence of Water-as-a-Service models and public-private partnerships, as firms like Intel, Microsoft, and Amazon Web Services rethink how they finance and manage water infrastructure. This episode offers a clear view of how data centers and semiconductor fabs are becoming central to the conversation around water strategy—and why utilities, investors, and vendors should be paying close attention. If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. & Canada Industrial Water & Wastewater Market: Key Trends and Forecasts, 2024–2030 Investment Pours into Spain Data Centers

News Talk 920 KVEC
Hometown Radio 06/02/25 5p: Anne Lorenzen forecasts challenges facing the Class of 2025

News Talk 920 KVEC

Play Episode Listen Later Jun 3, 2025 44:57


Hometown Radio 06/02/25 5p: Anne Lorenzen forecasts challenges facing the Class of 2025

Chip Stock Investor Podcast
Episode 312: Synopsys China Hit, Ansys Merger, & Future of Chip Design Stocks (SNPS, ANSS, CDNS)

Chip Stock Investor Podcast

Play Episode Listen Later Jun 3, 2025 12:59


Synopsys (SNPS stock) revealed that it has been restricted from selling EDA software to customers in China. What does that mean for the EDA software industry? And what about Synopsys' pending merger with ANSYS (ANSS)? Chip Stock Investors Nick and Kasey break down the present situation for Synopsys, Cadence Design (CDNS), Siemens (SIE), and ANSYS investors to consider.

Chip Stock Investor Podcast
Episode 311: Nvidia Is Back In the Game - NVDA Still A Best Stock For 2025?

Chip Stock Investor Podcast

Play Episode Listen Later Jun 2, 2025 8:19


Supercharge your analysis with AI from Finchat.io! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip Stock Investor discusses Nvidia earnings, and how the second half of 2025 is shaping up to be a big run of growth for the AI leader. NVDA stock analysis in under 10 minutes.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/

On Investing
Why Does Sentiment Not Match Hard Data?

On Investing

Play Episode Listen Later May 30, 2025 20:56


In this episode, Liz Ann Sonders and Kathy Jones discuss the current state of the bond market, the influence of central banks, and the impact of policy announcements on market dynamics. They explore consumer confidence, economic indicators, and the potential effects of upcoming labor data on market trends. The discussion highlights the volatility in the markets and the importance of understanding the interplay between policy and economic conditions.You can read the article on hard data vs. soft data by Liz Ann and Kevin Gordon on Schwab.com. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Currency trading is speculative, volatile and not suitable for all investors.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.(0525-1AMU)

Chip Stock Investor Podcast
Episode 310: PANW Stock: Palo Alto Networks' Strategic AI Investments

Chip Stock Investor Podcast

Play Episode Listen Later May 28, 2025 11:22


In this episode of Chip Stock Investor, we explore how AI and accelerated computing are transforming the cybersecurity landscape, particularly focusing on Palo Alto Networks (PANW) stock. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/

UBS On-Air
UBS On-Air: Paul Donovan Daily Audio 'Uncertainty hits forecasts'

UBS On-Air

Play Episode Listen Later May 27, 2025 2:34


The US long weekend was marked by aggressive policies and then a retreat, but that still leaves its mark on financial markets. The US dollar remains near its recent lows against major currencies. Investors are concerned that the retreats may not be comprehensive, and that economic behavior will still have to adjust to accommodate wild policy swings.

On Investing
Navigating the 'Funky' Market Environment (With Helene Meisler)

On Investing

Play Episode Listen Later May 23, 2025 51:07


Kathy Jones and Liz Ann Sonders discuss recent market moves potentially related to Washington budget negotiations and an increasing focus on debt and deficits. Then, Liz Ann Sonders interviews longtime market technician Helene Meisler. They delve into market mechanics, sentiment indicators, and the historical context of market trends, providing insights into the evolving landscape of investing. They also discuss the intricacies of market sentiment, technical analysis, and the implications of bond market trends and the dollar's performance. The conversation culminates in predictions for future market volatility and potential corrections, emphasizing the need for investors to remain vigilant and adaptable.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.You can keep up with Helene Meisler on X or on her Substack.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Schwab does not recommend the use of technical analysis as a sole means of investment research.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.(0525-Y538) 

The Future of Water
Water Metering's Digital Shift: Platforms, Analytics, and AI Integration

The Future of Water

Play Episode Listen Later May 20, 2025 51:05


In this episode of The Future of Water, host Reese Tisdale is joined by Bluefield Analyst Christine Ow to explore one of the fastest-evolving segments in the water sector: metering. Christine shares insights from Bluefield's new report, Global Water Metering Outlook: Evolving Technology Trends, Business Models, Competitive Landscape, and Leading Companies, which offers a detailed view of the US$6.8 billion global metering market. With digital transformation accelerating, water meters are no longer just endpoints—they're becoming the digital backbone of utility networks. The discussion highlights how business models are shifting toward subscription-based offerings, how telecom players are entering the space, and how leading vendors are leveraging analytics and AI to create new value for utilities and customers alike. Key topics covered: The shift from traditional meter replacement cycles to subscription-based models The entry of telecom players supporting smart meter rollouts, especially in Europe How vendors are integrating analytics and artificial intelligence to deliver more than just water measurement Market-specific trends, including policy shifts in the U.S., AMP8 in the U.K., and funding in Spain Why static and ultrasonic meters are gaining traction in mature markets as costs decline If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: Global Water Metering Outlook: Evolving Technology Trends, Business Models, Competitive Landscape, and Leading Companies Metering-as-a-Service to Find Market Niche Europe Digital Water Market Outlook: Key Drivers, Competitive Shifts, and Forecasts, 2024–2033

The Boat Galley
Best Marine Weather Apps

The Boat Galley

Play Episode Listen Later May 19, 2025 6:54


I'm frequently asked for the best marine weather apps. Cruising the Florida coast and Bahamas, I've found a few favorites. Summary Apps are helpful. But don't forget to look out the hatch to see what's happening in your area.  If you need more information, here's what we relied on while cruising Florida and the Bahamas. Windy Windy is great for a color-coded, big-picture view of the wind, wave, and rain forecasts. The motion feature shows changes over the hours and days. We've found Windy pretty accurate. It does require internet access to use. RADAR Radar programs come and go. So I can't recommend a specific one. I prefer ones that show how fast the storm cells are moving and in what direction. Hurricane Tracker Everything Hurricane Tracker offers is available on the (US) National Hurricane Center website. What Hurricane Tracker does brilliantly is to make the information easy to access. This is critical if you either have slow internet or pay by data used. For each storm (and Invest and Potential Storm), Hurricane Tracker has all the NHC maps, satellite images, and the official forecasts and analysis. It's quick and easy to tap or click from one to another. Its ease of use is why I'm willing to pay for lifetime access. Marine Weather Center Marine Weather Center is the “proper” name for what most East Coast and Caribbean cruisers call “Chris Parker's weather.” Chris and his staff are full-time marine forecasters for this area and provide subscription forecasts by SSB and email. Subscribe via SSB to talk with him during his designated times for your location. But we use email for time to digest the information. Chris is a former cruiser who understands weather as it applies to boats. And he's trained other forecasters to do the same. Forecasts are quite accurate. They tend to err on the side of caution.  To read and for cost information for the apps or information about apps for other cruising grounds, visit Favorite Weather Apps or listen to the complete podcast. Subscribe to the Boat Galley Newsletter! - https://theboatgalley.com/newsletter-signup-2 Links: Windy - https://www.windy.com (also avaialable for iOS and Android) Hurricane Tracker - http://www.hurrtracker.com/Main/web-app.html Marine Weather Center - https://www.mwxc.com/signup.php The Boat Galley podcast is sponsored by FastSeas.com. Plan your next passage using FastSeas.com. Whether you are after speed or comfort, FastSeas will find the optimum route to your destination. FastSeas - making weather routing simple. Use coupon code GALLEY for an exclusive 10% discount. Click to see all podcast sponsors, past and present. - https://bit.ly/3idXto7 Music: “Slow Down” by Yvette Craig    

The David Knight Show
Fri Episode #2012: Global Tyranny: From Gaza Genocide to Habeas Corpus

The David Knight Show

Play Episode Listen Later May 16, 2025 183:07


00:04:47:07 - 00:16:34:22Argentine President Javier Milei overhauls immigration system to curb illegal migration, ban criminals, and mandate health service payments. Host supports stricter policies, arguing unchecked immigration erodes cultural identity and burdens taxpayers.00:16:35:00 - 00:28:43:00Eric Peters' article critiques property taxes as preventing true homeownership, forcing perpetual payments like rent to the government. Host compares modern homeowners to feudal serfs, emphasizing loss of freedom.00:52:02:14 - 01:01:50:11Trump moves to rescind appliance efficiency standards, which host argues make appliances less functional, costlier, and less reliable. Regulations favor large companies, limiting consumer choice and innovation.01:09:04:20 - 01:29:39:06New American article critiques statues of generic black women replacing historical figures like Thomas Jefferson in Times Square, arguing they celebrate mediocrity and erase history. Contrasts with statues of Father Francis Duffy and George M. Cohan, honored for significant achievements. Links to Marxist tactics and cultural decline, emphasizing identity politics over merit and history's role in identity.01:35:17:01 - 01:39:06:02Fort Detrick bio lab shut down after a researcher deliberately damaged another's containment suit over a lover's quarrel, risking pathogen leaks. Highlights poor safety culture and unqualified personnel in critical government roles, questioning the existence of such labs.01:50:45:18 - 01:55:04:15Trump administration considers suspending habeas corpus for immigration cases, threatening constitutional rights. Habeas corpus ensures individuals can challenge detention legality, and suspension risks authoritarianism, undermining fundamental human rights.02:23:36:07 - 02:31:24:22Celente critiques global leaders and Germany's $1 trillion military buildup, ignoring its recession and historical aggression. Host details U.S. provocation in Ukraine via NATO expansion and regime change, fueling Russian response. Both condemn U.S. callousness toward Ukraine's suffering, warning of cultural and human losses in a potential European war.02:36:46:05 - 02:43:02:09Celente predicts a dot-com bust 2.0 due to overvalued AI stocks, citing Chinese efficiency (DeepSeek's $6M vs. $100M costs). Forecasts office building bust from remote work, with 20% vacancy in major U.S. cities, leading to bank failures. Remains bullish on gold despite price dips.02:50:55:23 - 02:56:05:20Host and Celente denounce Israel's actions in Gaza, citing over 100 daily civilian deaths and child maiming. Criticize Trump and Kushner for viewing Gaza as exploitable land, ignoring Palestinian history. Celente refutes anti-Semitism claims, noting Jewish opposition to Israel's policies.Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

The REAL David Knight Show
Fri Episode #2012: Global Tyranny: From Gaza Genocide to Habeas Corpus

The REAL David Knight Show

Play Episode Listen Later May 16, 2025 183:07


00:04:47:07 - 00:16:34:22Argentine President Javier Milei overhauls immigration system to curb illegal migration, ban criminals, and mandate health service payments. Host supports stricter policies, arguing unchecked immigration erodes cultural identity and burdens taxpayers.00:16:35:00 - 00:28:43:00Eric Peters' article critiques property taxes as preventing true homeownership, forcing perpetual payments like rent to the government. Host compares modern homeowners to feudal serfs, emphasizing loss of freedom.00:52:02:14 - 01:01:50:11Trump moves to rescind appliance efficiency standards, which host argues make appliances less functional, costlier, and less reliable. Regulations favor large companies, limiting consumer choice and innovation.01:09:04:20 - 01:29:39:06New American article critiques statues of generic black women replacing historical figures like Thomas Jefferson in Times Square, arguing they celebrate mediocrity and erase history. Contrasts with statues of Father Francis Duffy and George M. Cohan, honored for significant achievements. Links to Marxist tactics and cultural decline, emphasizing identity politics over merit and history's role in identity.01:35:17:01 - 01:39:06:02Fort Detrick bio lab shut down after a researcher deliberately damaged another's containment suit over a lover's quarrel, risking pathogen leaks. Highlights poor safety culture and unqualified personnel in critical government roles, questioning the existence of such labs.01:50:45:18 - 01:55:04:15Trump administration considers suspending habeas corpus for immigration cases, threatening constitutional rights. Habeas corpus ensures individuals can challenge detention legality, and suspension risks authoritarianism, undermining fundamental human rights.02:23:36:07 - 02:31:24:22Celente critiques global leaders and Germany's $1 trillion military buildup, ignoring its recession and historical aggression. Host details U.S. provocation in Ukraine via NATO expansion and regime change, fueling Russian response. Both condemn U.S. callousness toward Ukraine's suffering, warning of cultural and human losses in a potential European war.02:36:46:05 - 02:43:02:09Celente predicts a dot-com bust 2.0 due to overvalued AI stocks, citing Chinese efficiency (DeepSeek's $6M vs. $100M costs). Forecasts office building bust from remote work, with 20% vacancy in major U.S. cities, leading to bank failures. Remains bullish on gold despite price dips.02:50:55:23 - 02:56:05:20Host and Celente denounce Israel's actions in Gaza, citing over 100 daily civilian deaths and child maiming. Criticize Trump and Kushner for viewing Gaza as exploitable land, ignoring Palestinian history. Celente refutes anti-Semitism claims, noting Jewish opposition to Israel's policies.Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

On Investing
Why Are Munis Attractive Right Now?

On Investing

Play Episode Listen Later May 16, 2025 31:32


Kathy Jones and Liz Ann Sonders discuss the pause on some tariffs and the impact on the equities market. Then, Kathy interviews Cooper Howard about the features of municipal bonds in the current landscape. They explore the implications of federal funding on state and local governments and the challenges faced by higher-education institutions. The discussion also covers practical investment strategies for municipal bonds, including the importance of credit quality, diversification, and the considerations for investing in state versus in out-of-state bonds.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see Schwab.com/IndexDefinition.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.A bond ladder, depending on the types and amount of securities within the ladder, may not ensure adequate diversification of your investment portfolio. This potential lack of diversification may result in heightened volatility of the value of your portfolio.  As compared to other fixed income products and strategies, engaging in a bond ladder strategy may potentially result in future reinvestment at lower interest rates and may necessitate higher minimum investments to maintain cost-effectiveness. Evaluate whether a bond ladder and the securities held within it are consistent with your investment objective, risk tolerance and financial circumstances.Currency trading is speculative, volatile and not suitable for all investors.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0525-WDSP)

Dynasty Nerds Podcast | Dynasty Fantasy Football
Ep. 661- Boomin, Backups & Busts + Rookie Forecasts with the Isaiah Likely-O-Meter | Dynasty Fantasy Football Games

Dynasty Nerds Podcast | Dynasty Fantasy Football

Play Episode Listen Later May 15, 2025 53:57


Rich Dotson (@DynastyRich), Matt O'Hara (@DynastyMatt), and Garret Price (@DynastyPrice) are back with a fun and insightful episode of the Dynasty Nerds Fantasy Football Podcast packed with two original fantasy football games to help you think differently about your dynasty decisions.

Ground Up
168: From Wishful Thinking to Predictable Growth: Conversion Modeling for Realistic Forecasts With Bec Henrich, Traction Complete

Ground Up

Play Episode Listen Later May 14, 2025 27:26


Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreIn this episode of Metrics & Chill, Jeremiah sits down with Bec Henrich, Head of Marketing at Traction Complete, to talk about forecasting that actually works. Instead of reverse-engineering aggressive revenue targets, Bec explains how to build forecasts grounded in real funnel data—so your team can aim high without burning out.You'll learn:How to model accurate and predictable conversion rates How to avoid “wishful thinking forecasts” The importance of clean, standardized data in your CRMHow to factor in seasonality to avoid mid-quarter surprisesTips for getting Sales and RevOps aligned on forecast assumptionsMore about:Traction Complete: https://tractioncomplete.com/ Databox: https://databox.comSubscribe to the newsletter: https://databox.com/newsletter

Art Bell Back in Time
Ep504-Art Bell-Sean David Morton-Psychic Forecasts

Art Bell Back in Time

Play Episode Listen Later May 11, 2025 167:21


Ep504-Art Bell-Sean David Morton-Psychic Forecasts

WSJ Tech News Briefing
TNB Tech Minute: Apple, Amazon Beat Sales Forecasts

WSJ Tech News Briefing

Play Episode Listen Later May 1, 2025 3:23


Apple and Amazon post quarterly revenue results that beat Wall Street expectations. Plus: A WSJ exclusive story reveals Tesla's board began searching for a successor to CEO Elon Musk. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices