Podcasts about forecasts

Dave Wannstedt forecasts what an uptick would look like for Bears defense bonus 524 Wed, 22 Jul 2026 20:58:35 +0000 69zr1PmGaQowe8jkMvNLOtm26IKKuVrp sports Spiegel & Holmes Show sports Dave Wannstedt forecasts what an uptick would look like for Bears defense Matt Spiegel and Laurence Holmes bring you Chicago sports talk with great opinions, guests and fun. Join Spiegel and Holmes as they discuss the Bears, Blackhawks, Bulls, Cubs and White Sox and delve into the biggest sports storylines of the day. Recurring guests include former Bears coach Dave Wannstedt, former Bears center Olin Kreutz, Cubs manager Craig Counsell, Cubs second baseman Nico Hoerner and MLB Network personality Jon Morosi. Catch the show live Monday through Friday from 2 p.m. to 6 p.m. CT on 104.3 The Score, the exclusive audio home of the Cubs and the Bulls, or on the Audacy app. © 2026 Audacy, Inc. Sports https://player.amperw

Intel's recent rally has investors asking whether the turnaround is real, but the answer may have less to do with wafer manufacturing and more to do with advanced packaging. We break down EMIB (Embedded Multi-Die Interconnect Bridge) and Foveros, Intel's chip-to-chip interconnect technologies, and compare them directly against TSMC's CoWoS-S, CoWoS-R, and CoWoS-L packaging families.We explain the technical differences in plain language, including interposers, redistribution layers, local silicon interconnects, and through-silicon vias, and why Intel's substrate-embedded bridge approach could offer a real diversification opportunity as AI shifts from training to inference workloads. We also cover Intel's packaging partnerships, including the Google TPU relationship, and why Nvidia's dominance in AI training leaves TSMC's CoWoS capacity fully booked, potentially opening a lane for Intel elsewhere.Finally, we zoom out to portfolio strategy: why understanding the technology layer matters less as this AI bull market matures, and why valuation discipline and balance sheet health deserve more of your attention going forward.Semi Insider members get access to CSI's research platform, tools, and deeper research as it happens. Join at chipstockinvestor.com.This content is for general information and entertainment purposes only and does not constitute individual investment advice. Forecasts may not develop as predicted, and there is no guarantee any strategy discussed will be successful. All investing involves risk, including the potential loss of principal. CSI does not own shares of Intel.

Study Guide | Download Audio File

Study Guide | Download Audio File

Solstice Advanced Materials is acquiring Element Solutions (NYSE: ESI) in a $4.5 billion deal that would create a combined semiconductor and electronics materials supplier generating close to $8 billion in annual revenue, and the market didn't love it. Here's what the numbers actually say.We break down the acquisition terms, including why ESI shareholders are receiving $10 in cash plus 0.5 shares of Solstice stock for every share owned, and the projected 26% adjusted EBITDA margin after cost synergies. We dig into both companies' individual balance sheets, free cash flow trends, and revenue mix, including advanced packaging materials, refrigerants, data center cooling, and nuclear services, to explain why the market reacted negatively despite the strategic logic.We also compare this consolidation trend to peer Entegris (ENTG) and the broader semiconductor supply chain materials space heading into 2026. If you're tracking semiconductor cycle recovery, foundry demand, or fabless supply chain exposure, this merger matters more than the initial stock reaction suggests.Semi Insider members get access to CSI's research platform, tools, and deeper research as it happens. Join at chipstockinvestor.com. Get 15% off your membership at fiscal.ai/csi.This content is for general information and entertainment purposes only and does not constitute individual investment advice. Forecasts may not develop as predicted, and there is no guarantee any strategy discussed will be successful. All investing involves risk, including the potential loss of principal. CSI does not own shares of Solstice or Element Solutions.

The publisher of Pick Six Previews on his expectations for the Utes & the Big 12 in 2026, Concerns about the Utes' coaching staff as the Morgan Scalley era begins + more

Recorded with an information cutoff of 12:53 PM Central Time on Friday, July 17, 2026.This episode reads and explains the National Weather Service Chicago Area Forecast Discussion, follows Canadian wildfire smoke through Great Lakes forecast discussions, and examines extreme heat and humidity in the United States, Canada, Europe, Israel, Iran's Lut Desert, and the Persian Gulf. It closes with the Storm Prediction Center severe-weather outlook and a plain-language explanation of ridges, heat domes, the Bermuda High, and 500-millibar geopotential heights. Forecasts are time-sensitive and can change.CHAPTERS00:00 Cold open, cutoff, and AI disclosure01:56 Chicago Area Forecast Discussion18:21 Canadian wildfire smoke26:52 Extreme heat: United States and world29:20 Israel spotlight31:25 Lut Desert: myth versus reality33:53 Persian Gulf humidity36:47 Severe weather from the Storm Prediction Center40:51 Synoptic science: ridges, heat domes, and 500-millibar heights43:24 Recap and sign-offPRIMARY SOURCESNWS Chicago: https://forecast.weather.gov/product.php?site=LOT&issuedby=LOT&product=AFD&format=txt&version=1&glossary=0NWS Green Bay: https://forecast.weather.gov/product.php?site=GRB&issuedby=GRB&product=AFD&format=txt&version=1&glossary=0NWS Marquette: https://forecast.weather.gov/product.php?site=MQT&issuedby=MQT&product=AFD&format=txt&version=1&glossary=0SPC Day 1: https://www.spc.noaa.gov/products/outlook/day1otlk.htmlSPC Day 2: https://www.spc.noaa.gov/products/outlook/day2otlk.htmlIsrael Meteorological Service: https://ims.gov.il/en/WarningsCopernicus Climate Change Service: https://climate.copernicus.eu/intense-heatwave-brings-hottest-june-western-europe-month-ranks-second-warmest-globallyMUSIC"Glass Beads" and "Our Names Engraved" by Blue Dot Sessions, used with separate commercial permission confirmed by the publisher.https://freemusicarchive.org/music/Blue_Dot_Sessions/The_Balloonist/Glass_Beads/https://freemusicarchive.org/music/Blue_Dot_Sessions/Duck_Lake/Our_Names_EngravedThe calm Atlantic-style production bed was created specifically for this episode.AI DISCLOSUREThis episode was produced with artificial-intelligence assistance, including research, drafting, artwork, and narration. Weather information came primarily from official government and meteorological sources at the times stated; a few secondary or commercial observations are clearly labeled in the episode. This program is general information and not a substitute for official warnings.Become a supporter of this podcast: https://www.spreaker.com/podcast/weather-with-enthusiasm--4911017/support.Weather with Enthusiasm is produced by Kol Simcha Productions.New episodes drop daily (B'N)— a morning forecast at 7 AM and historical deep dives Tuesdays and Thursdays. Contact: kolsimchaproductions@outlook.comHistorical content is thoroughly researched and factually verified. After it has been factually verified it often will say so in the description. Should you find any mistakes, please email kolsimchaproductions@outlook.com so we can look into it and correct it. Not affiliated with any government agency or academic institution. Presented for educational and entertainment purposes — with meaning.Support the show — exclusive bonus episodes available to subscribers for just $2/month at spreaker.com/organization/kol-simchaThis episode includes AI-generated content.

Economists say things are looking up for the economy provided geopolitical events don't derail us again. Both Infometrics and HSBC are predicting a better second half of this year and 2027. Money correspondent Susan Edmunds spoke to Ingrid Hipkiss.

Hyperscaler capital expenditure is on pace to hit $800 billion in 2026, up from $482 billion just a few quarters ago, and the trajectory points toward $1 trillion by 2027. This is the real driver behind the 2026 semiconductor cycle, especially the strength in memory and optical stocks, and it matters more than any single quarterly earnings beat.We break down why this AI data center buildout is the primary macro force behind the current cycle, why the "rotation out of tech" narrative that surfaced in early July doesn't hold up under scrutiny, and how hyperscaler free cash flow and balance sheet strength can sustain this spending for years. We also look beyond semis to power, grid, and construction names benefiting from the buildout, and what happens to hyperscaler margins if CapEx growth eventually slows.Data and charts referenced in this episode are sourced from fiscal.ai.If you're building a diversified semiconductor and AI infrastructure portfolio, understanding the hyperscaler CapEx cycle is essential to tracking where this cycle goes next.Semi Insider members get access to CSI's research platform, tools, and deeper research as it happens. Join at chipstockinvestor.com. Get 15% off your membership at fiscal.ai/csi.This content is for general information and entertainment purposes only and does not constitute individual investment advice. Forecasts may not develop as predicted, and there is no guarantee any strategy discussed will be successful. All investing involves risk, including the potential loss of principal. CSI owns shares of Amazon, Meta, & Google.

There are hopes prices at the pump don't spike as fighting intensifies between the US and Iran. Strikes from both sides continue for the sixth day of renewed hostilities. The global oil price benchmark Brent Crude has been hovering around US$85 a barrel since the new fighting broke out – its highest point in a month. ASB Chief Economist Nick Tuffley told Ryan Bridge he's hopeful we don't see a return to the peaks of US$115 a barrel from when the war first broke out. He says we don't want to see diesel prices rise as that's used for all our delivery services. LISTEN ABOVE See omnystudio.com/listener for privacy information.

In this comprehensive breakdown, we analyze the biggest trends shaping the league, deliver realistic player forecasts for every major fantasy-relevant star and breakout candidate, and drop our official predictions for division winners, playoff teams, MVP, Offensive/Defensive Player of the Year, and Super Bowl LXI. From quarterback battles and offensive scheme evolution to defensive innovations and roster overhauls, we cover what's really going to matter in 2026. Whether you're a die-hard fan, fantasy football player, or just love smart NFL analysis, this is your one-stop guide to the upcoming season. Link to my YouTube Channel. Live on Wed and Sunday, 5PM PST...https://www.youtube.com/@TheHawksNest12thman?sub_confirmation=1 Link to my Patreon....https://www.patreon.com/thehawksnest Twitter...@SeahawksNester Twitch...@TheSeahawksNest Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ireland's massive miss on carbon emissions Hosted on Acast. See acast.com/privacy for more information.

This podcast features Josh Phegan and Alexander Phillips on conditions and forecasts, indicators to watch for and factors that drive the market. They show how to build skillsets and adapt to changes, choose the right tools to get the market to move, and get ahead on the conditions of the day.

This week: NAB business survey Westpac-Melbourne Institute consumer sentiment survey Forecasts of slower economic growth Michael Thompson is joined by economist Stephen Koukoulas to look at what to expect.Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

IBM just unveiled NanoStack, its take on the CFET transistor architecture that succeeds gate-all-around as the next step in chip scaling — and it could turn IBM's patent portfolio into a real semiconductor royalty business.IBM claims NanoStack delivers up to a 50% jump in compute performance or a 70% gain in energy efficiency versus its 2021 two-nanometer IP. IBM sold its chip manufacturing business to GlobalFoundries back in 2015, yet it still holds one of the largest patent portfolios in the industry, and IP licensing and custom development income made up nearly 10% of IBM's GAAP net income in 2025. We break down IBM's 2025 revenue, R&D spend, and licensing income, then identify who benefits most across the supply chain, including ASML, Lam Research, Tokyo Electron, and Screen Holdings as advanced lithography, etch, deposition, and wafer-cleaning suppliers to Rapidus, the Japanese foundry startup aiming to ramp production by 2027.This is part of our ongoing coverage of the semiconductor manufacturing supply chain and the next 15 years of chip advancement.Full research is available for members at Semiconductor Insider — join at chipstockinvestor.com.Get 15% off your membership with our link: fiscal.ai/csiContent 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.

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Nathan Labenz and Prakash Narayanan lead this AI:AM highlights episode with a live, hosts-only exploration of Anthropic's “global workspace” paper, including the J-space and J-lens claims about readable concepts inside language models and the limits of what current probes can see. The episode then moves through Prakash's AI Engineer World's Fair field notes, Pangram AI-writing detector experiments, Dan Schwarz of FutureSearch on past-casting and AI superforecasting, Zeev Farbman on open world models, and Kunle Olukotun on the compute layer. The central stake is whether interpretability tools, forecasting benchmarks, enterprise deployment patterns, and AI hardware can make increasingly capable systems more legible and governable before their reasoning becomes too hidden to trust. For full show notes, links, and references, read the episode page:https://www.cognitiverevolution.ai/ai-am-highlights-exploring-the-j-space-ai-superforecasters-sambanova-s-chips-ltx-video-gen/ Sponsor: Claude: Claude by Anthropic is an AI collaborator that understands your workflow and helps you tackle research, writing, coding, and organization with deep context. Get started with Claude and explore Claude Pro at https://claude.ai/tcr CHAPTERS: (00:00) J-space paper preview (05:37) Monitoring hidden reasoning (13:31) Scale and critiques (Part 1) (17:18) Sponsor: Claude (19:09) Scale and critiques (Part 2) (19:10) Finding hidden goals (30:00) Anthropomorphic safety optimism (39:02) Engineer field notes (42:41) Detecting AI writing (49:30) Enterprise workflow risks (52:08) Forecasts and world models (01:35:15) Building Q live (01:37:24) SambaNova inference architecture (01:42:38) AI chip taxonomy (01:47:27) Bandwidth over capacity (01:53:32) Testing model iterations (01:55:35) Enforcing espoused values (01:58:06) AI panopticon bargain (02:01:40) Closing programming note (02:02:29) Episode Outro (02:05:48) Outro PRODUCED BY: https://aipodcast.ing SOCIAL LINKS: Website: https://www.cognitiverevolution.ai Twitter (Podcast): https://x.com/cogrev_podcast Twitter (Nathan): https://x.com/labenz LinkedIn: https://linkedin.com/in/nathanlabenz/ Youtube: https://youtube.com/@CognitiveRevolutionPodcast Apple: https://podcasts.apple.com/de/podcast/the-cognitive-revolution-ai-builders-researchers-and/id1669813431 Spotify: https://open.spotify.com/show/6yHyok3M3BjqzR0VB5MSyk

The National Weather Service was hit with funding cuts. Is that making weather and hurricane forecasting more difficult? Barry Keim, LSU Health climatologist, joins us.

BUSINESS: IMF, ADB lower PH forecasts | July 09, 2026Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

Asahi Group Holdings Ltd. said Wednesday that it expects to post record consolidated sales and net profit for this year after a recovery from the fallout of last year's system failure.

Marvell (NASDAQ: MRVL) stock has surged since Jensen Huang called it the next trillion-dollar company — we ran a reverse DCF on the Q1 FY2027 earnings to see if the rally is justified.Marvell just posted record Q1 fiscal 2027 results, with revenue up 28% year-over-year to $2.4 billion and guidance pointing to 35% growth next quarter. As a fabless chip designer and IP licenser, Marvell is riding two major tailwinds: hyperscaler demand for custom AI chips (ASICs and XPUs) and networking systems that interconnect GPUs across data centers, including a growing partnership with NVIDIA via NVLink.We break down the earnings report, the CFO transition to Dan Durn (formerly of Adobe and Applied Materials), the balance sheet impact of the Celestial AI acquisition, and rising share dilution from recent deals. Then we run a reverse discounted cash flow analysis on Marvell at its current price to determine what growth rate is already priced in, and whether the semiconductor cycle and AI infrastructure buildout can realistically support it.If you're weighing whether Marvell is still a buy after this rally, or looking for better value elsewhere in the semiconductor supply chain, this one's for you.Semi Insider members get access to our full research platform and tools, plus deeper research as it happens. Join at chipstockinvestor.com.Get 15% off your Fiscal.ai membership with our link: fiscal.ai/csiContent 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.CSI doesn't own shares of Marvell.

Wall Street's rally is being supported by surging profit expectations, but the bar is getting higher as investors count on continued strength from AI infrastructure spending, chip demand, and the companies powering the data center boom.Paul Lane and Marc Fandetti break down why earnings forecasts have climbed so sharply, how memory chipmakers like Micron and SanDisk became major drivers of the market's gains, and why elevated valuations leave less room for disappointment. They also discuss why history shows the biggest stock market winners are hard to identify in advance, how private credit investors are responding after recent turmoil, why more young adults are moving back home with parents, and why some investors are trying to keep SpaceX out of their portfolios after its Nasdaq 100 inclusion.

 Australia's biggest banks just dropped massive updates for the property market!  In this video, we break down the official 2026 housing forecasts from the top economists at CBA, ANZ, and NAB. Whether you are looking to buy your first home, invest in property, or want to know what your current home is worth, these major bank predictions change everything.

Plus, a new name for this podcast: The Psychology of Money.

Financial Times reported a surge in analyst upgrades that is pushing valuations higher and raising concerns about a 2026 earnings bubble. Consensus earnings estimates shape pricing for the S&P 500 and Nasdaq and influence institutional portfolios, lender risk appetite, and corporate budgets. Rapid upgrades can expand multiples before revenue growth confirms the outlook, a pattern seen in past cycles tracked by FactSet and Refinitiv IBES. Elevated public valuations can support private pricing and IPO plans, while reversals can trigger down rounds, tighter covenants, and delayed listings. Founders can mitigate risk by building scenarios for 2026 and 2027, securing flexible financing, and structuring multi-year contracts with price escalators. Monitoring revision rates, sector breadth, forward price-to-earnings, equity risk premiums, credit spreads, and CEO commentary can guide operating decisions.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%. Here's the reverse DCF and margin math behind why the recovery has stalled.Rubrik (NYSE: RBRK) is one of the smaller names in the cybersecurity sector, operating in the data storage and backup security niche — a category distinct from network security players like Palo Alto Networks and Fortinet, or endpoint security leaders like CrowdStrike. In this excerpt from our Semiconductor Insider Live session, Nick and Kasey Rossolillo break down why Rubrik has lagged the broader cybersecurity recovery even as subscription ARR growth stays above 30% and reported revenue grows nearly 40% year-over-year.We dig into the free cash flow story to explain why it has stalled sequentially even as it grows year-over-year. We also explore what that margin compression means for a smaller, AI-infrastructure-dependent company, and how Rubrik's balance sheet ($1.7B cash vs. $1.1B long-term debt) holds up. Finally, we run a reverse discounted cash flow (DCF) analysis to see what growth assumptions are baked into the current stock price and discuss how small and mid-cap software stocks fit into a diversified, long-term portfolio strategy.This is educational content for self-directed investors evaluating semiconductor-adjacent software and cybersecurity plays in 2026.Join Semi Insider: Get access to CSI's research platform, tools, and deeper research as it happens at chipstockinvestor.comSpecial Discount: Get 15% off your membership with our special link: fiscal.ai/csiRelated Episode: We called this back in June — Listen/Watch hereIf you found this episode useful, please make sure to follow the podcast and leave us a rating! Let us know in the Spotify Q&A below: Do you think Rubrik's margin compression is temporary, or a longer-term concern?Content in this podcast 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.CSI owns shares of Rubrik.

The Awake Space Podcast is 100% listener supported Join the community at patreon.com/theawakespaceThis week is a little different.Recorded while walking through Kensington Gardens and Hyde Park in London, Laurie shares reflections from one of the world's most beautiful parks before sitting down beneath a tree to break down the upcoming Capricorn Full Moon, Mercury retrograde in Cancer, and the astrological themes shaping July 2026.This episode is about building on solid foundations rather than chasing perfection. If something isn't working, it doesn't automatically mean you've failed. It may simply need to be restructured.Laurie also shares her broader outlook for July, including global trends, practical preparation, and why staying grounded in your own life matters more than getting swept away by headlines.A walk through Kensington Gardens and Hyde ParkWhy the Capricorn Full Moon highlights structure and long-term successMercury retrograde as an opportunity to revise instead of panicWhy experience builds wisdom better than shortcutsThe symbolism of the heron and rugged self-determinationHow to respond when life feels unstableJuly's major astrological themesPractical preparedness without fearPredictions for global events and political shiftsWhy community and calm matter during uncertain timesSign up for the 2027 Year Ahead on July 11 https://www.wokeastrology.com/event-details/2027-prep-and-predictions00:00 Welcome from Kensington Gardens in London01:05 Walking through the park and reflections on Henry Moore02:15 Mercury retrograde in Cancer and why restructuring matters04:25 Astrology is a guide, not a script04:45 Thirty years of experience versus simply learning astrology06:10 Serpentine Lake and introducing the Capricorn Full Moon07:20 Foundations, ambition and long-term success08:15 The Heron, self-reliance and strength10:55 Reaching the café and preparing to discuss the Full Moon12:15 Walking through Hyde Park and connecting with nature16:30 Transition to the Full Moon chart16:45 Capricorn Full Moon overview18:05 Mercury retrograde: revise instead of despair19:05 Mars in Gemini and global leadership changes21:25 Political shifts and changing governance23:00 Focusing on what is working in your own life23:50 Travel updates and recording from London24:45 Looking ahead to July 202626:15 Listener-supported podcast milestone and community update28:20 Why staying calm matters during chaotic times30:15 July's central theme: refine your effort32:40 Productivity without depletion33:40 How to prepare for July36:00 Forecasts for weather, infrastructure and world events38:10 Mid-July outlook and global developments40:30 Leadership changes and political observations42:30 Heat, water preparedness and practical advice43:35 Final thoughts and invitation to join The Awake Space community

Psychic Debbie will give you her predictions around your Zodiac in Love, Health, Wealth spirituality and so much more, also lucky days. If you enjoyed this video and would like to make a donation, please use the following link. Thank You. https://psychicdebbie.com/donations/ ENTERTAINMENT ONLY Debbie's Links= https://linktr.ee/psychicdebbiegriggs email= photopsychicdebbie@gmail.com email= ghosthuntinggrandmas@gmail.com June To December 2026 Global Predictions Purchase: https://psychicdebbie.podia.com/ Debbie's P.O. Box: P.O. Box 5882, Oxnard, CA 93031, or for street addressing: 1961 N. C Street, #5882, Oxnard, CA 93031

U.S. wheat production forecasts were lowered this month, thanks to a projected drop in winter wheat production. However, USDA's June world wheat supply and demand estimates reflect other nations contributing to a one million ton month-over-month production increase. NAFB News ServiceSee omnystudio.com/listener for privacy information.

AppLovin stock posted 59% revenue growth and a 70% free cash flow margin in Q1 2026—numbers that look more like cheat codes than a real business. We break down what makes the Axon 2.0 machine learning ad engine so efficient, why AppLovin can scale without a traditional sales force, and how targeted digital advertising has become the clearest ROI story in AI so far.We also walk through management's 10-year growth roadmap—from mobile gaming to consumer, e-commerce, and connected TV—and what has to be true for AppLovin to reach $70 billion in annual revenue. Then we run both a five-year and ten-year reverse DCF to show exactly what growth rate is already baked into the current stock price, and whether buying the dip today makes sense for long-term investors. Plus, how they're deploying $1.3 billion in quarterly free cash flow, including nearly $1 billion in share buybacks in Q1 alone.Want real-time portfolio access and deeper coverage on high-growth software and semiconductor stocks? Join Semi Insider at chipstockinvestor.com.Run your own AppLovin research with AI-powered financial tools at fiscal.ai/csi — 15% off any paid plan.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.CSI owns shares of AppLovin.

In this episode, Liz Ann Sonders sits down with Keith McCullough, founder of Hedgeye, to revisit his “quads” framework—a model that categorizes market environments based on the direction of economic growth and inflation. McCullough emphasizes process over prediction, arguing that investors should focus on the momentum of these variables to adapt to rapidly shifting market conditions. The conversation explores a volatile macro backdrop marked by geopolitical shocks, leadership changes at the Fed, and evolving market structure. McCullough explains how increased instability has accelerated market cycles, requiring a more nimble, data-driven approach. He outlines his view that inflation likely peaked and is set to decelerate, setting up a shift toward disinflation, and potentially slower growth, over the coming quarters. They also discuss implications for asset allocation, including declining bond yields globally, a rotation away from mega-cap dominance, and opportunities in under-owned, rate-sensitive sectors like housing and real estate. McCullough highlights growing risks tied to market concentration, new equity supply (including major IPOs), and speculative activity, while stressing the importance of disciplined, rules-based investing. The episode concludes with a discussion of investor behavior, with McCullough urging listeners to detach from narratives and emotions, and instead rely on process, data, and adaptability in an increasingly fast-moving market environment. Finally, Collin and Liz Ann look ahead to next week's upcoming macroeconomic indicators and key data releases.  To keep up with Keith McCullough, you can follow him on X: @KeithMcCullough 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 Disclosures The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Investors in ETFs 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 via 1-800-435-4000.  Please read the prospectus carefully before investing. This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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. Past performance is no guarantee of future results. 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. 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. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. Currencies are speculative, very volatile and not suitable for all investors. Investing in cryptocurrencies involves risk, including the risk of total loss of principal invested. Cryptocurrencies such as bitcoin and ethereum are highly volatile, are not backed or guaranteed by the bank, any central bank or government; are not deposits; are not FDIC insured; are not SIPC protected; and lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have.  Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.  All names and market data shown 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. Schwab does not recommend the use of technical analysis as a sole means of investment research. Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.  The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. 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  The book Diary of a Hedge Fund Manager 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 PHLX Semiconductor Sector Index (SOX) is a capitalization-weighted index composed of 30 semiconductor companies. (0626-2U7S) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Instruments, a small-cap UK company that might be a critical bottleneck in the AI data center networking boom. We explore how the industry is scaling up production for compound semiconductors and specifically look at Coherent's breakthrough with six-inch indium phosphide (InP) wafers. From there, we map out the players making this transition possible and detail why Oxford Instruments' plasma deposition and etch systems are moving out of the R&D lab and onto the commercial manufacturing floor. Episode Chapters & Key Takeaways:The Indium Phosphide Breakthrough: The industry has long been stuck at two- to four-inch wafers due to manufacturing defects, but Coherent has successfully transitioned to six-inch InP wafers. Mapping the Supply Chain: A breakdown of the companies involved in this ecosystem, including Sumitomo Electric for substrates, KLA Corp and Onto Innovation for inspection, and Applied Materials for deposition. Oxford Instruments' Critical Role: Oxford Instruments supplies the plasma deposition and etch technology used by Coherent to create features like laser sources and waveguides. A Shift to Commercial Scale: Historically an R&D business spun out of Oxford University, the company is now seeing its advanced technologies group transition into early-stage commercial production. Strategic Divestitures: Oxford Instruments recently sold its quantum computing and cryogenics segment to Quantum Design to focus heavily on AI data centers and compound semiconductors. Financials & Valuation: Despite recent headwinds like tariffs and US R&D funding delays, the company holds a clean balance sheet and is expecting a return to growth in fiscal 2027. Special thanks to our sponsor, fiscal.ai! Get 15% off any paid plan using our special link: fiscal.ai/csi. 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.CSI doesn't own shares of Oxford Instruments.

Signs the economic fallout from the Iran conflict may be shorter-lived than feared. Westpac economists are forecasting brighter outlooks for inflation, interest rates and the wider economy, as fuel price concerns ease. They expect GDP growth to reach two percent this year, while inflation is forecast to peak this quarter before declining. Chief Economist Kelly Eckhold told Mike Hosking the oil market has been more resilient than many expected. He says headline inflation globally isn't rising as quickly, and the urgency central banks previously felt to raise rates is no longer there. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Fishing boats equipped with sensors are gathering data on ocean depth and temperature. Learn more at https://www.yaleclimateconnections.org/ 

In this episode of CSI Live, Nick sits down with Simon Erickson from 7investing to unpack the latest breakthroughs in high-tech infrastructure. The conversation kicks off with a look at the massive SpaceX IPO and the ambitious potential for building orbital data centers. From there, the discussion shifts to the primary focus: the rapidly evolving world of quantum computing. Simon breaks down how quantum mechanics could solve incredibly complex problems simultaneously, highlighting the projected $1.3 trillion to $2.7 trillion in economic value the industry could deliver by 2035. The episode covers specific pure-play quantum companies, including IonQ's commercial revenue lead and recent SkyWater acquisition, Infleqtion's neutral atom technology, and Quantinuum's full-stack approach under the Honeywell umbrella. Finally, they detail practical portfolio allocation strategies for early-stage tech and explore the looming national security concerns that could heavily regulate the sector. Check out Semi Insider at chipstockinvestor.comContent 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.CSI owns shares of Honeywell and Quantinuum.

Jupiter in Leo is FUN but the hard truth is that this transit isn't going to be as amazing as we all think. Let's talk about the Jupiter in Leo transit, how to best use the year ahead, the dates to be mindful of and listen to your rising sign forecast (not your sun!) to see what may be in store. Here's the video version.

World Agricultural Outlook Board Chair Mark Jekanowski goes over USDA meat price forecasts for this month. USDA Radio NewslineSee omnystudio.com/listener for privacy information.

Want to create your own fantasy football projections for the 2026 season? In this video, I walk through my custom Google Sheets projection tool and show exactly how I build player projections from scratch. Using the AFC West as an example, you'll learn how to project passing yards, rushing production, touchdowns, targets, and fantasy points to create your own rankings and gain an edge over your league.Want access to this google sheet?Etsy

At his first Fed meeting as chair, Kevin Warsh signaled a more hawkish stance focused squarely on inflation, while launching a sweeping reform agenda.  Policymakers are split between holding and potentially hiking, with strong emphasis on restoring price stability. Warsh introduced a significant shift in Fed governance and communication: shorter statements, less forward guidance, and five task forces aimed at rethinking policy frameworks. Liz Ann Sonders and Collin Martin explore the implications of that shift, particularly the risk that reduced transparency could lead to greater market volatility as investors react more sharply to incoming data. They also assess market dynamics: Rising short-term yields pressured equities, while longer-term yields may remain range-bound if inflation expectations stabilize.  Finally, they offer practical portfolio takeaways—emphasizing diversification within equities, a focus on quality and earnings strength, and a disciplined approach to asset allocation in a higher-rate, more-uncertain policy regime. 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 Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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. Past performance is no guarantee of future results. 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. 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. Diversification and asset allocation do not ensure a profit and do not protect against losses in declining markets. All names and market data shown 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 policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. 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   Inverse correlation refers to investments that tend to move in opposite directions: when one rises, the other falls. A hyperscaler is a large-scale cloud service provider that offers vast computing, storage, and networking resources through a distributed infrastructure of interconnected servers and software.   (0626-05FT) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dr. Brad Bellard joins The Podfather to discuss the injury severity and recovery timelines for key fantasy football assets: Patrick Mahomes, Malik Nabers, Tank Dell, Chris Olave, Alec Pierce, and many more! Dr. Brad Bellard is a board-certified Sports Medicine physician at CommonSpirit's The Sports Center. He has served as a physician for multiple professional sports teams, including his current role as assistant team physician for the Denver Broncos and his prior role as assistant team physician for the Dallas Mavericks. Whether working with elite pros or everyday fitness enthusiasts, his goal is to help active individuals safely accelerate recovery, break performance plateaus, and optimize their physical health. In his clinical practice, he utilizes cutting-edge regenerative medicine and minimally invasive procedures that help patients avoid the burden of surgery and return to the lifestyle they enjoy. –

Nick Wilson and Jonathan Peterlin analyze Deion Sanders' claims about the support system Shedeur Sanders needs for NFL success. They also explore Colin Cowherd's optimistic outlook for the Cleveland Browns and the skepticism from national media figures like Jason McIntyre. 01:02 - Deion Sanders Quarterback Comments 03:25 - Colin Cowherd Browns Prediction 06:35 - National Media Browns Perception

Sales pipeline management isn't about tracking revenue. It's about understanding what's really happening inside your funnel before deals are won or lost. Most sales leaders are looking at the scoreboard when they should be studying the game. In this episode of the B2B Sales Trends Podcast, Harry sits down with Marcus Houston, SVP Customer Growth and Business Development at Transportation Insight, to unpack how top performing sales organizations use sales pipeline management, revenue forecasting, sales coaching, and revenue operations to improve forecast accuracy and drive consistent growth. Marcus shares why revenue is a lagging indicator, how hero deals distort reality, and what modern B2B sales leadership looks like when you measure the health of the entire funnel rather than just the outcome.

In this episode, Collin Martin and Liz Ann Sonders focus on the outlook for equities, fixed income, and the overall U.S. economy in the second half of 2026. They begin by discussing recent inflation data, noting that while CPI remains elevated, core inflation came in slightly better than expected. Both agree inflation is not quickly returning to the Fed's target, but easing expectations and stable inflation expectations suggest the Federal Reserve can remain patient for now. The key risk is whether higher prices, especially at the pump, begin to erode consumer spending, as real wages have turned negative year over year. From a policy perspective, Collin expects the Fed to stay on hold through year-end, despite the fed funds futures market pricingin a potential hike. He emphasizes that short-term yields should remain steady, while longer-term Treasury yields may stay elevated due to persistent inflation, heavy Treasury issuance, and global rate pressures. In this environment, he suggests favoring short-to-intermediate bond durations and selectively considering credit risk via investment-grade corporates, high yields, and preferred securities. Liz Ann focuses on the outlook for equity investors, highlighting a shift back to a negative correlation between bond yields and stocks—more characteristic of inflation-driven regimes. Her midyear forecast points to a solid economic backdrop, led by resilient GDP growth, strong capital spending tied to AI, and a healthy labor market, though some early warning signals are emerging in survey-based employment data. The episode closes with a cautious but constructive outlook: no immediate recession signals, but investors should consider prioritizing diversification, risk management, and periodically rebalancing as markets navigate inflation, policy uncertainty, and evolving leadership trends. 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 Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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. Past performance is no guarantee of future results. 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. 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. Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee. Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors. High-yield securities and unrated securities of similar credit quality (junk bonds) are subject to greater levels of credit and liquidity risks and may be more volatile than higher-rated securities. High-yield securities are considered predominately speculative with respect to the issuer's continuing ability to make principal and interest payments. All names and market data shown 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 policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. 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 Negative correlation refers to investments that tend to move in opposite directions: when one rises, the other falls. A hyperscaler is a large-scale cloud service provider that offers vast computing, storage, and networking resources through a distributed infrastructure of interconnected servers and software. (0626-WG7N)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Into the Storm: Tracking Hurricanes with Mark SudduthWhen a hurricane makes landfall, the forecast tells us what may happen. But storm documentation shows us what actually happens — where wind, water and infrastructure meet in real time.In this episode of HURRICANE CENTER, the hosts talk with Mark Sudduth of HurricaneTrack, one of the most recognized hurricane documentarians in the country. Through HurricaneTrack and the Hurricane Intercept Research Team, Sudduth has spent decades documenting tropical storms and hurricanes along the U.S. coast using field observations, remote cameras, specialized equipment and live storm coverage.The conversation explores what it takes to prepare for a hurricane field deployment, how remote camera technology has changed storm coverage and why documenting landfall impacts matters for forecasters, emergency managers, media organizations and the public.Hurricane coverage is not only about dramatic video. It is about helping people understand storm surge, destructive wind, flooding, power loss and the real-world consequences that happen where a hurricane comes ashore. By placing technology in the path of the storm, HurricaneTrack has helped bring audiences closer to hurricane impacts while reducing the need for people to be in dangerous locations during landfall.In This Episode, You Will Learn How Mark Sudduth built HurricaneTrack into a hurricane documentation platform.  Why remote cameras have changed the way hurricanes are covered.  What goes into preparing for a landfall field deployment.  How storm documentation can help the public understand hurricane impacts.  Why real-time video and field observations matter beyond traditional forecasts.  How technology can bring viewers closer to landfall without putting more people in danger.  What HurricaneTrack has learned from years of documenting storms along the coast. About the GuestMark Sudduth is the founder of HurricaneTrack and the Hurricane Intercept Research Team, which was founded in 1998 to collect data and report on hurricanes and tropical storms as they make landfall along the U.S. coast. HurricaneTrack uses specialized meteorological equipment, remotely operated video cameras and field documentation to capture hurricane impacts. Sudduth also joined FOX Weather as an exclusive storm tracker in 2022 and has nearly 30 years of experience documenting hurricanes and other high-impact weather events. Key Listener TakeawaySeeing hurricane impacts clearly can change how people understand risk. Forecasts tell us what could happen, but field documentation and remote cameras show the reality of landfall — storm surge, wind damage, flooding, infrastructure stress and the conditions people should avoid. HurricaneTrack helps connect the science of forecasting with the real-world consequences of the storm.Resources HurricaneTrack  Hurricane Intercept Research Team  National Hurricane Center  National Tropical Weather Conference  HURRICANE CENTER podcast archive About HURRICANE CENTERHURRICANE CENTER takes listeners inside the science, decisions and real-world impacts of tropical storms and hurricanes. Featuring conversations with forecasters, researchers, emergency managers, storm documentarians and resilience experts, the podcast helps communities better understand hurricane risk and prepare before, during and after landfall.A production of the National Tropical Weather Conference.Follow and ShareSubscribe to HURRICANE CENTER wherever you listen to podcasts, and share this episode with someone who lives or works in hurricane country.Suggest a topic or ask a question: alex@wxguide.com Learn more about the National Tropical Weather Conference: HurricaneCenterLive.comSupport the showSuggest a topic or ask a question: alex@wxguide.comVisit our conference site: www.hurricanecenterlive.comThanks for listening and please share with your friends and co-workers.

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.

Liz Ann Sonders and Collin Martin discuss the recent wave of IPO hype and the surge in investor interest driven by high-profile listings and large valuation headlines. They explain why headline market caps can be misleading, emphasizing the importance of float-adjusted valuations and how much stock is actually available to public investors. Despite attention-grabbing figures, the impact of these IPOs on major indexes like the S&P 500® may be smaller than many assume. Liz Ann and Collin discuss how potential changes to index inclusion rules, including shorter eligibility timelines and flexibility around profitability requirements, could alter how quickly newly public companies enter major benchmarks. In addition, they highlight structural dynamics such as lockup expirations and the gradual increase in share float over time, which can influence trading behavior well after the initial offering. Behavioral factors also play a central role in the discussion. Liz Ann revisits the risks of speculative investing, noting how FOMO and a "casino-like" market environment can lead investors to chase IPO hype rather than consider long-term portfolio fit. They stress the importance of discipline and context when evaluating new investment opportunities. The conversation then shifts to the broader macro backdrop, including the Federal Reserve's policy outlook and recent movements in the bond market. Collin outlines the Fed's likely wait-and-see approach amid rising inflation, noting that while the balance of risks has shifted, a single rate move may not signal a broader trend. They also discuss the potential impact of Fed decisions on long-term yields and overall market stability. Finally, Liz Ann and Collin preview upcoming economic data releases, including inflation reports, labor market indicators, and sentiment surveys, and discuss what they'll be watching in the week ahead. 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 Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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. Past performance is no guarantee of future results. 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. 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. All names and market data shown 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 policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. 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 (0626-THZL)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's conversation hits at the heart of what many lenders are feeling, but aren't saying out loud. The pressure on farmers right now is real and increasing, and it is showing up on lender balance sheets. The question is no longer if risk will surface, but when and how prepared are we to see it coming? Do you know how to lead through uncertainty without waiting for the warning signs to become problems? This episode of the Forward Thinking Podcast features FCCS SVP of Marketing and Communications Stephanie Barton and Cameron Burford, Managing Director of SaaS at Growers Edge. Their conversation focuses on the role that data, land intelligence, and proactive risk management can play in helping leaders move from reactive to resilient.    Episode Insights Include: Insights into the ag market The ag market is in a downturn nationwide. The farm credit commitment to support farmers in good times and bad holds true in today's cycle. Forecasts for 2026 are not promising. What, if anything, will get planted this year?   The lender risk of dropping farmland values The borrower's balance sheet is the farmland collateral coverage. Deteriorating land values decrease favorable ratios significantly. Factors that contribute to risk before stress is visible. Missing payments is not the first sign of risk. Catching early indicators gives lenders time to do something about it.   Understanding adverse assets  Definitions for key adverse asset terms. Recognizing the early indicators of a higher risk profile can position lenders to effectively partner with farmers. Workouts and adverse assets have a negative relationship with borrowers.   Lessons for Midwest lenders  High-profile bankruptcies in California can provide lessons for Midwest lenders. Input and commodity pricing, as well as geopolitical risks, are affecting balance sheets and land value. Leading lenders are watching land values and other leading indicators.   The cost of reactive mode Direct costs will show up on spreadsheets. By being proactive, high costs can be avoided. Subsequent time can be spent helping farmers grow their operations. Every dollar tied into cleanup is an hour spent not serving the farmer.   The role of land intelligence and collateral data in a portfolio's health Data can paint a living picture of a borrower's portfolio. Insights available today are vastly different from those of the past. Risk profiles are more robust today because of better data. Lenders need to focus on "seeing, saying, and serving" their borrowers.   Proactive risk management culture A proactive risk management culture can be a company's greatest growth engine. A team that is all growing in the same direction should be the goal. Winning looks like acknowledging that you can position yourself for success now.   This podcast is powered by FCCS.   Resources   Connect with Cameron Burford – Cameron Burford   Get in touch – info@fccsconsulting.com   "These factors can contribute to risk before stress is even visible." — Cameron Burford   "If you can catch these early indicators, you can do something about it." — Cameron Burford   "Every dollar tied into cleanup is an hour spent not serving the farmer." — Cameron Burford   "Lenders need to focus on 'seeing, saying, and serving' their borrowers." — Cameron Burford

Markets may be entering a fundamentally different era. In this episode, Liz Ann Sonders and Collin Martin explore why long-term bond yields remain elevated, how rising uncertainty is driving a higher term premium, and what a potential shift away from the “Great Moderation” could mean for investors. They discuss how inflation volatility, reduced likelihood of Fed asset purchases, and geopolitical tensions are reshaping expectations for interest rates and economic stability. The conversation also examines changing correlations between stocks and bonds, and whether equities are underpricing risks. Then, Liz Ann is joined by RSM Chief Economist Joe Brusuelas. Joe reinforces the idea of a structural shift, describing a “split-screen” economy marked by inequality, policy shocks, and an AI-driven transformation. He expects trend-level growth but sustained inflation pressures, with risks tied to energy supply disruptions and potential knock-on effects to equities via the wealth effect. The conversation highlights a disconnect between resilient equity markets and more cautious signals from bond markets, suggesting investors brace for higher-for-longer rates, ongoing volatility, and a more complex economic cycle. Finally, Collin and Liz Ann look ahead to next week's upcoming macroeconomic indicators and key data releases.  To keep up with Joe Brusuelas, you can follow him on X: @joebrusuelas 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 Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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. Past performance is no guarantee of future results. 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. 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. Alternative investments are speculative and involve a high degree of risk. Investors may lose all or a substantial portion of their investment. Alternative investments cover a wide array of strategies, including real estate, private equity, private credit, and hedge funds. Risks will vary based on each unique strategy and can include investments in highly illiquid assets or securities, use of leverage, higher fees, lower transparency, tax risks, and limited ability to redeem or limited transferability. All names and market data shown 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 policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. 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  The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (0526-NRT9)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.