Podcasts about forecasts

Liz Ann Sonders and Kathy Jones discuss this week's Federal Open Market Committee (FOMC) meeting and the latest interest rate cut. They also analyze some of the details of what is driving the Fed's decisions in light of the government shutdown.Next, Kathy Jones is joined by David Beckworth. Kathy and David discuss the complexities of the Federal Reserve's balance sheet, the broader implications of monetary policy, and the emerging landscape of stablecoins and central bank digital currencies (CBDCs). They discuss the challenges the Fed faces in managing its balance sheet, the potential impact of stablecoins on the financial system, and what these developments mean for investors. David outlines three potential steps the Fed could take to downsize the balance sheet: asset swaps, managing the Treasury General Account (TGA), and improving ceiling facilities. You can keep up with David Beckworth by following his podcast, Macro Musings, and his Substack, “Macroeconomic Policy Nexus.”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 DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not be 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. 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.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.Digital currencies are highly volatile and not backed by any central bank or government. Digital currencies 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.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 intendedThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. 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.(1025-36UZ) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join The Adviser's commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: Higher-than-expected quarterly inflation data. Forecasts ahead of next week's rate decision. Big announcements and a leadership change. And much more!

The South African Weather Service has issued warnings for severe thunderstorms across large parts of the country. A yellow level four warning alert is in place for the central and eastern Free State, while a level two warning affects the rest of the Free State, the North West, Eastern Northern Cape and Southern Gauteng. Sakina Kamwendo spoke to meteorologist, Lehlohonolo Thobela.

November is an 2/11 Energy and we can expect massive polarities, spiritual awakenings and Quantum Leaps! For Soul sessions or Forecasts www.numbers4success.com and our Community/donate towards my Podcast www.patreon.com/numbers4success Thank you and Happy Samhain xGrá xx

NVIDIA is investing $1 billion in Nokia to accelerate AI Radio Access Network (RAN) and research for 6G communications. This deal is an example of AI expanding beyond centralized data centers and into real-world applications like telecom infrastructure. We explore how this investment gives NVIDIA a strategic position in the future 6G network supply chain.We also discuss the differences between 5G and 6G, including a potential 100x increase in data transfer speed, aiming for near-zero latency, and increased capacity. This next generation of communication is primarily geared toward commercial and industrial use cases, such as real-time digital twins and advanced robotics, rather than standard consumer applications. We also briefly look at Nokia's supply chain dynamics and financial trends.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************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.#nvidia #nokia #GTC #6G #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 Nvidia

The guys go full throttle this week — starting with their official 12-team College Football Playoff predictions as of today. Who's in, who's out, and which sleeper could crash the party? Then Ethan turns host with a round of topical football questions to spark some fiery debate between Jerett and Travis. Jerett follows that up with a brand new game: “Draft Day Disaster” — where he names an NFL draft year, and the others pick players to build their all-time “draft roster.” Points are scored based on career accolades… and bragging rights are on the line. Finally, the crew wraps up with their NFL and College Football betting picks for the weekend — trying to keep the hot streak alive (or redeem themselves after last week's heartbreakers).

LBMA Forecasts $5,000 Gold & $59.10 Silver By Oct 2026 The LBMA is hosting a conference in Japan right now, and let's just say that gold and silver investors are probably going to like the forecast they just put out. We dig into that and some of the other critical gold and silver news in today's live show, so join us to watch the video now! - To watch The Silver Sunrise go to: https://silversunrise.tv To get Arcadia's Gold and Silver Daily go to: https://goldandsilverdaily.substack.com/ - To hear the sounds of Arcadia Music go to: https://goldandsilverdaily.substack.com/p/gold-and-silver-surge-again-as-powell - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 Google-https://podcasts.google.com/feed/aHR0cHM6Ly9teXNvdW5kd2lzZS5jb20vcnNzLzE2MTg5NTk1MjMzNDVz Anchor - https://anchor.fm/arcadiaeconomics Amazon - https://podcasters.amazon.com/podcasts Follow Arcadia Economics on these social platforms Twitter - https://twitter.com/ArcadiaEconomicSubscribe to Arcadia Economics on Soundwise

28 Oct 2025. The UAE Cabinet has approved the 2026 federal budget, projecting a 30% increase in revenues and balanced spending for another year. We ask Emirates NBD economist Daniel Richards where those gains are likely to come from and what they say about the country’s fiscal health. Plus, it’s earnings season: we speak to the CFO of ADNOC Drilling about their latest results. And we get an exclusive first look at Dubai’s hospitality numbers with the team from Cavendish Maxwell.See omnystudio.com/listener for privacy information.

In a central bank triple-header, we'll see announcements from the Fed, the ECB and the Bank of Japan in the week ahead. And while the banks share similar aims, Markus Müller, Chief Investment Officer Sustainability & Global Head of the Chief Investment Office for Deutsche Bank's Private Bank, describes the different situations facing central bankers as being like "three captains steering ships through different waters – some choppy, some calm, some foggy”.Switching to sustainability and COP30 in Belem, Brazil, next month, Markus expects a more reflective mood at what is being called the 'nature COP'. Fragile global economic alliances and the lack of strong US commitment will likely limit practical outcomes, he says. "It's a chance to reframe the narrative, but not necessarily to rewrite the results." 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

Oct 23, 2025 #arestovych #latynina #trumpFundraiser for a pickup truck for the 22nd Separate Motorized Rifle Brigade

Lam Research (LRCX) just released its September 2025 quarter earnings. Can the wafer fab equipment leader sustain its run?We break down the critical China sales concern (43% of revenue) and the US BIS affiliate rule impact, which forecasts a $200 million revenue hit in the December quarter and $600 million for calendar year 2026. Management expects demand from other regions (U.S., Taiwan, Korea) to offset these restrictions.Foundry, led by TSMC and other chip fabs, drove 60% of sales. Rising NAND demand is a key long-term tailwind. Q3 revenue was $5.32 billion. Lam's large customer service revenue (roughly one-third of the business) remains a vital asset for customers repurposing equipment.We discuss why we're now advocating for patience with the stock after a 40% run-up, while noting the 2026 outlook may be stronger than current forward valuations imply.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************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. #lamresearch #lrcxstock #wfecompanie #fabequipment #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 Lam Research

As the U.S. enters its fourth week of the government shutdown, The Lobby Shop team breaks down where the pain points are emerging, the political strategies driving the standoff, and what potential paths forward might look like. Hosts Josh Zive, Dylan Pasiuk, and Liam Donovan examine how Democrats have stayed unified, what's motivating both parties to hold their lines, and what it may take to end the shutdown. They also preview the upcoming Virginia and New Jersey elections, exploring how these off-year races could serve as national bellwethers for both parties heading into 2026.  

This week, Collin Martin sits in for Liz Ann Sonders. Kathy Jones and Collin discuss the upcoming Consumer Price Index (CPI) report and the Federal Reserve's anticipated interest rate cut. They analyze the current state of the credit markets, particularly focusing on recent defaults and the implications for high-yield bonds. The discussion also covers the demand dynamics in private-versus-public credit markets and the potential risks associated with high-yield investments. Finally, they look ahead to upcoming economic indicators and the challenges posed by a lack of data.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 DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not be 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. 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.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.Investing in alternative investments is speculative, not suitable for all clients, and generally intended for experienced and sophisticated investors who are willing and able to bear the high economic risks of the investment. Investors should obtain and carefully read the related prospectus or offering memorandum, which will contain the information needed to help evaluate the potential investment and provide important disclosures regarding risks, fees and expenses.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.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.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Bloomberg US Corporate High-Yield Bond Index- Measures the performance of the US Dollar-Denominated, high yield, fixed-rate corporate bond market. Securities are classified as high-yield if the middle rating of Moody's, Fitch, and S&P is Ba1/BB+/BB+ or below. Bonds from issuers with an emerging markets country of risk, based on Bloomberg EM country definition, are excluded. It is a market-value weighted index.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 the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-02S5) 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 of Smart Energy Voices, host Debra Chanil presents a special double header from the recent SED Forum Fall, examining how recent U.S. policy changes are reshaping the clean energy landscape. Stanley Reynolds, Professor Emeritus of Economics at the University of Arizona, unpacks the “One Big Beautiful Bill” (OBBB) and its reversal of key Inflation Reduction Act incentives. He outlines the bill's potential economic impacts, including higher energy costs and reduced investment, while also pointing to reasons for optimism like competitiveness in the renewables space and continued innovation. Peter Kelly-Detwiler, Principal at NorthBridge Energy Partners, continues the discussion with insights on navigating this environment. He highlights the industry's resilience, the growing role of breakthrough technologies like geothermal and modular nuclear, and strategies for energy buyers to adapt amid uncertainty and opportunity. You will want to hear this episode if you are interested in… Overview of the One Big Beautiful Bill and its economic impacts (03:16) Key provisions of the OBBB, including rescinded IRA funds (04:09) Forecasts for energy prices, investment, and jobs (10:45) Opportunities in renewables, innovation, and state-level policy (13:01) Arizona as a case study for policy impacts and opportunities (15:55) Status of major offshore and onshore projects post-OBBB (20:08) Emerging technologies like advanced geothermal (25:04) Rising electricity demand from data centers and electrification (30:14) On-site generation and geothermal systems as near-term solutions (34:38) Legal, ESG, and financial considerations for energy buyers (38:10) For full episode show notes, click here. Connect with Stanley Reynolds On LinkedIn Stanley Reynolds joined the University of Arizona after earning a doctorate in Economics from Northwestern University. He has served as Economics Department Head and Vice Dean of the Eller College of Management at U. of Arizona. His areas of expertise include energy economics, environmental economics, and industrial organization. His research has been published in leading economics journals such as Econometrica, Quarterly Journal of Economics, and the Rand Journal of Economics. His current research examines the economics of grid-scale energy storage, the impact of environmental policy on energy markets, and integration of renewable energy into the electric grid. Connect with Peter Kelly-Detwiler On LinkedIn Peter Kelly-Detwiler has 30 years of experience in the electric energy industry, with much of his career in competitive power markets. He's currently a leading consultant in the electric industry, providing strategic advice to clients and investors, helping them to navigate the rapid evolution of the electric power grid. Mr. Kelly-Detwiler offers numerous keynotes and workshops on a wide range of topics. He has also written widely on energy issues for Forbes.com and GE, with over 300 articles to his credit. His book on the transformation of electric power markets – “The Energy Switch” – was published by Prometheus Books in June of 2021. Connect With Smart Energy Decisions Smart Energy Decisions Follow us on LinkedIn Subscribe to Smart Energy Voices on Apple Podcasts, Google Podcasts, Android, Spotify, Stitcher, TuneIn Radio, aCast, PlayerFM, iHeart Radio If you're interested in participating in the next Smart Energy Decision Event, visit smartenergydecisions.com or email our Community Development team at attend@smartenergydecisions.com

In this research update, we dissect GE Vernova's recent strategic announcement: the Prolec Acquisition, where GEV plans to buy the remaining 50% stake in the Prolec GE joint venture for $5.275 billion. This move is a major catalyst for GEV's growth story, shifting its focus from primarily revenue growth to accelerated profit margin expansion.The full ownership of Prolec, a key supplier of transformers, is immediately accretive to adjusted EBITDA beginning in 2026. Critically, the acquisition removes a non-compete clause that previously restricted GEV's direct participation in the North American market. This is strategically timed to capitalize on the estimated doubling of the total North American Energy Grid market by 2030, driven significantly by the massive demand for Data Center Power, especially for AI infrastructure. With this use of its strong, nearly $10 billion net cash balance—funding the purchase with a mix of cash and debt—GEV is solidifying its position in the high-growth Electrification segment. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************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.#GEVernova #GEV #ProlecAcquisition #EnergyGrid #DataCenterPower #AdjustedEBITDA #StockAnalysis #IndustrialStocks #SiemensEnergy #ABB#semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

A new online training platform for swine barn workers is allowing farms to manage, coordinate and track their training programs.Mark Fynn is the Training Resources Coordinator with the Canadian Pork Council.He will discuss the progress for the new program that was officially launched in March 2025.Challenges in the trade and economic environment, largely due to tariffs from the U.S. and China, have affected Canada's Food and Beverage sector.Farm Credit Canada released its mid-year update on the food and beverage industry and say while the first half of the year had a sales increase of 0.8 per cent, it’s not expected to hold, and FCC projects sales will decline to 0.3 per cent in the second half.Most of the growth has been from price increases, but Senior Economist Amanda Norris says declining volumes of goods sold is causing slower-than-expected growth.See omnystudio.com/listener for privacy information.

Markets pulled back as tech stocks lost steam and investors digested fresh earnings from Tesla and others. Gold tried to bounce after its historic crash, while bitcoin and the broader risk trade struggled to find footing.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Check out last week's video on ANET, AVGO, & Nvidia: https://youtu.be/FYBaX9tqWAAAstera Labs and its peer Credo Technology Group is pulling back substantially from recent all-time highs. We dive into the narrative about what's causing the drop—including new product announcements from competitors like Broadcom and Nvidia—and explain the more fundamental reason for the recent volatility: statistics and a hefty valuation.Astera Labs is a fabless chip designer. Its original product was the PCIe re-timer (a chip that recovers and retransmits degraded data signals in a data center) but has since expanded into fabric switches, memory controllers, and Ethernet smart cable modules.Despite incredible triple-digit year-over-year revenue increases and a flip to profitability with a massive 69% free cash flow margin in Q2 2025, the market expects growth and margins to moderate. Learn why a current 60× Price-to-Sales ratio for a hardware business is a "hefty valuation" and what this means for investors.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************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: Astera Labs Stock is Crashing[01:36] What Astera Labs Does (PCIE Re-timers & More)[03:15] Astera's Competitors: Broadcom, Nvidia, and the 'Narrative'[04:08] The Fundamental Reason for the Crash: Statistics and Volatility[04:47] A Growth and Profitability Story: Triple-Digit Revenue & Free Cash Flow[06:40] Why Growth Will Moderate in H2 2025 and 2026[07:07] The Valuation Problem: High Price-to-Sales for a Cyclical Business[08:58] Final Thoughts: Should You Panic? #asteralabs #ALABstock #dataenters #aidatacenter #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductorstocks Nick and Kasey own shares of Credo, Broadcom, Nvidia

US earnings season got started with some strong results from big banks, but markets have also been focused on emerging risks for some regional banks, says Deepak Puri, the Private Bank's Chief Investment Officer for the Americas. “There have been two big delinquencies in recent days in the US”, Deepak says, noting that they “have had some exposure to the regional banking sector.” Bond markets meanwhile have been coming under some stress in the high-yield space, Deepak says. “The default rate is really important to see, especially for those companies that are really on the fringe of what I would call junk.” And on the data front, Deepak says markets will be watching for US inflation figures that are expected at the end of the week.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

Meteorology Bureau Abandons Cyclone Forecasts Amidst Extreme Australian Weather Jeremy Zakis Jeremy Zakis reports that the Bureau of Meteorology (BOM) has stopped issuing cyclone forecasts for Western Australia for the first time in 50 years. The BOM admitted its models are failing due to unexpected ocean temperatures and upper atmosphere warming, resulting in unpredictable forecasts. New South Wales has experienced highly erratic weather, including the "hottest October ever" and three seasons—winter's end, spring, and the start of summer—in just two days. The warm temperatures are driving residents to the beaches and pools. Although recent rain has provided abundant food for wildlife, Jeremy warns that the currently lush grass will quickly become tinder dry, creating a severe bushfire hazard if lightning storms arrive before more rain. 1952 QUEENSLAND

This week, Kevin Gordon fills in for Kathy Jones. Liz Ann Sonders and Kevin discuss the recent NABE conference and the current state of the markets in light of the government shutdown and recent tariff announcements. They explore the implications for earnings season, the potential impact of AI on productivity, and the challenges facing the labor market. They also cover the importance of upcoming economic data releases and how relying on alternative data could have potential effects on market trends and monetary policy.Then, Liz Ann is joined by Patrick Harker, former president and CEO of the Federal Reserve Bank of Philadelphia. Harker discusses several economic challenges facing the U.S., including the impact of the government shutdown on economic data, the independence of the Federal Reserve, and the complexities of fiscal policy. He shares his thoughts on the need for better data collection and the role of private-sector data sources, while also addressing the labor market dynamics influenced by immigration policy. Harker reflects on his tenure at the Philadelphia Fed and shares insights on the importance of pragmatic policymaking.Finally, Liz Ann and Kevin take a look ahead at upcoming economic indicators and how the government shutdown could affect future data releases.On Investing is an original podcast from Charles Schwab. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 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.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.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. 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 the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-WE69) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rachel Reeves is in a sticky position ahead of the Budget.  Forecasts suggest she will need £30billion to balance the books - and having made such a fuss about the Tory 'black hole' and her fiscal rules, the Chancellor is in a bind. Problematically, the government also painted itself into a corner with Labour's election pledge not to raise income tax, national insurance or VAT - which amount for two-thirds of tax revenue. So what can Rachel Reeves do? Should she fiddle at the edges and try to raise bits here and there, distorting behaviour with tax even more, or should she break that promise and hike one of the big three. On this week's podcast, Georgie Frost, Helen Crane and Simon Lambert look at why the Chancellor is in a pickle and what leading economists at the IFS say she could do. And whether just because she could, does it mean she should? Plus, should you doom prep your finances, why are millennials becoming landlords and would you ride in a driverless taxi?

HEADLINE: Russian War Economy Stalls as Oil Prices Decline and Sanctions Bite GUEST NAME: Michael Bernstam SUMMARY: Michael Bernstam reports that the Russian economy is struggling as global oil prices decline and sanctions increase transportation costs, leading to a $13 to $14 per barrel discount on Russian oil. The "military Keynesianism" economy is exhausted, resulting in staff cuts across industrial sectors. Forecasts indicate contraction in late 2025 and 2026, with the IMF lowering its growth projection for 2025 to 0.6%. Russia is avoiding sanctions by routing payments through neighbors like Kyrgyzstan, who have become major financial hubs. 1945

SHOW SCHEDULE 10-15--25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1964 ATLANTIC CITYCONVENTION HALL THE SHOW BEGINS IN THE DOUBTS ABOUT CONGRESS.... 10-15--25 FIRST HOUR 9-915 HEADLINE: Obamacare Subsidies Trigger Government Shutdown Debate GUEST NAME: Michael Toth SUMMARY: Michael Toth explains that the current government shutdown debate centers on extending two expensive Biden-era Obamacare subsidies. These changes allow individuals earning over 400% of the federal poverty line to receive subsidies and provide 100% coverage for the near-poor. The original Obamacare cross-subsidy structure failed because young, healthy individuals found premiums too high. Toth advocates deregulation, such as allowing insurance companies to charge lower, risk-adjusted rates and enabling single business owners to use Professional Employer Organizations (PEOs) for cheaper coverage. 915-930 HEADLINE: Obamacare Subsidies Trigger Government Shutdown Debate GUEST NAME: Michael Toth SUMMARY: Michael Toth explains that the current government shutdown debate centers on extending two expensive Biden-era Obamacare subsidies. These changes allow individuals earning over 400% of the federal poverty line to receive subsidies and provide 100% coverage for the near-poor. The original Obamacare cross-subsidy structure failed because young, healthy individuals found premiums too high. Toth advocates deregulation, such as allowing insurance companies to charge lower, risk-adjusted rates and enabling single business owners to use Professional Employer Organizations (PEOs) for cheaper coverage. 930-945 HEADLINE: Hamas, Hostages, and Middle East Turmoil: Challenges to the Trump Ceasefire Plan GUEST NAME:Jonathan Schanzer SUMMARY: Jonathan Schanzer discusses complications in the Trump ceasefire plan, including Hamas delaying the return of deceased hostages to maintain leverage. The released prisoners, including potential Hamas leaders, raise concerns about where the organization's center of gravity will shift if they are deported to places like Turkey or Qatar. Schanzer views Turkey, an autocratic supporter of Hamas, as a problematic guarantor of the ceasefire. Internationally, Iran continues its nuclear program despite snapback sanctions, and al-Sharaa is meeting with Putin regarding Russian assets in Syria. 945-1000 HEADLINE: Hamas, Hostages, and Middle East Turmoil: Challenges to the Trump Ceasefire Plan GUEST NAME:Jonathan Schanzer SUMMARY: Jonathan Schanzer discusses complications in the Trump ceasefire plan, including Hamas delaying the return of deceased hostages to maintain leverage. The released prisoners, including potential Hamas leaders, raise concerns about where the organization's center of gravity will shift if they are deported to places like Turkey or Qatar. Schanzer views Turkey, an autocratic supporter of Hamas, as a problematic guarantor of the ceasefire. Internationally, Iran continues its nuclear program despite snapback sanctions, and al-Sharaa is meeting with Putin regarding Russian assets in Syria. SECOND HOUR 10-1015 HEADLINE: China's Predicament in the Middle East and Domestic Economic Instability GUEST NAME: General Blaine Holt SUMMARY: General Blaine Holt analyzes China's strategic challenges, noting Beijing is concerned about losing access to critical oil and gas resources as US leadership advances the Abraham Accords. China's previous regional deals, like the Saudi-Iran agreement, lacked substance compared to US business commitments. Holt suggests internal pressures might lead Iran toward the Accords. Domestically, China faces accelerating deflation and uncertainty regarding Xi Jinping's leadership due to four competing factions before the fourth plenum. 1015-1030 HEADLINE: South Korea's Descent into Authoritarianism and Persecution of Opposition GUEST NAME: Morse Tan SUMMARY: Morse Tan argues that South Korea is moving toward a "rising communist dictatorship" that oppresses political and religious figures. The indictment of the Unification Church leader and the targeting of the rightful President Yoon exemplify this trend. This persecution serves as an intimidation campaign, demonstrating the regime's disregard for the populace. Tan recommends the US implement active measures, including sanctions relating to a coup d'état and visa sanctions, while also pressing for greater military cooperation. 1030-1045 HEADLINE: Russian War Economy Stalls as Oil Prices Decline and Sanctions Bite GUEST NAME: Michael Bernstam SUMMARY: Michael Bernstam reports that the Russian economy is struggling as global oil prices decline and sanctions increase transportation costs, leading to a $13 to $14 per barrel discount on Russian oil. The "military Keynesianism" economy is exhausted, resulting in staff cuts across industrial sectors. Forecasts indicate contraction in late 2025 and 2026, with the IMF lowering its growth projection for 2025 to 0.6%. Russia is avoiding sanctions by routing payments through neighbors like Kyrgyzstan, who have become major financial hubs. 1045-1100 HEADLINE: Lessons from the Swiss National Bank: Risk-Taking, Exchange Rates, and Fiscal Responsibility GUEST NAME: John Cochrane SUMMARY: Economist John Cochrane analyzes the Swiss National Bank (SNB), noting it differs greatly from the US Federal Reserve by investing heavily in foreign stocks and bonds to manage the Swiss franc's exchange rate. The SNB's massive balance sheet carries risks accepted by Swiss taxpayers and the Cantons. Switzerland, being fiscally responsible (running no budget deficits), finds central banking easier. Cochrane advises that the US Fed should not be buying stocks or venturing into fiscal policy. THIRD HOUR 1100-1115 HEADLINE: China Retaliates Against Dutch Chipmaker Seizure Amid European Fragmentation GUEST NAME:Theresa Fallon SUMMARY: Theresa Fallon discusses China imposing export controls on Nexperia after the Dutch government seized control of the chipmaker, which was owned by China's Wingtech. The Dutch acted due to fears the Chinese owner would strip the technology and equipment, despite Nexperia producing low-quality chips for cars. Fallon notes Europe needs a better chip policy but struggles to speak with one voice, as fragmented policy allows China to drive wedges and weaken the EU. 1115-1130 HEADLINE: China's Economic Slowdown, Deflation, and the Spectre of Japanification GUEST NAME: Andrew Collier SUMMARY: Andrew Collier discusses China's economic woes, characterized by persistent deflation, with the CPI down 0.3% (6 out of 9 months in the red) and the PPI down for 36 straight months. This environment raises concerns about "Japanification"—a multi-decade slowdown after a property crash. Major structural changes to stimulate consumer consumption are unlikely at the upcoming Communist Party plenum, as the system favors state investment. The property market collapse means foreign investment is leaving, and Collier suggests the economy may not bottom until 2027 or 2028. 1130-1145 HEADLINE: SpaceX Starship Success, Private Space Dominance, and Government Inaction GUEST NAME: Bob Zimmerman SUMMARY: Bob Zimmerman describes SpaceX's Starship Super Heavy 11th test flight as "remarkable," highlighting successful booster reuse and controlled re-entry despite missing tiles. He asserts that private enterprise, like SpaceX, runs the "real American space program" aimed at Mars colonization, outpacing government efforts. In contrast, European projects like Callisto, proposed in 2015, demonstrate government "inaction." JPL is also laying off staff following the cancellation of the Mars sample return project, forcing organizations like Lowell Observatory to seek private funding. 1145-1200 HEADLINE: SpaceX Starship Success, Private Space Dominance, and Government Inaction GUEST NAME: Bob Zimmerman SUMMARY: Bob Zimmerman describes SpaceX's Starship Super Heavy 11th test flight as "remarkable," highlighting successful booster reuse and controlled re-entry despite missing tiles. He asserts that private enterprise, like SpaceX, runs the "real American space program" aimed at Mars colonization, outpacing government efforts. In contrast, European projects like Callisto, proposed in 2015, demonstrate government "inaction." JPL is also laying off staff following the cancellation of the Mars sample return project, forcing organizations like Lowell Observatory to seek private funding. FOURTH HOUR 12-1215 HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that the UK lags significantly behind the US in building new AI data centers (170 vs. 5,000+) due to a lack of risk appetite, insufficient wealth, and poor marketing of new ideas. Separately, Constable discusses the collapse of a UK China spying trial because the prior government failed to officially classify China as a national security threat during the alleged offenses. 1215-1230 HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that the UK lags significantly behind the US in building new AI data centers (170 vs. 5,000+) due to a lack of risk appetite, insufficient wealth, and poor marketing of new ideas. Separately, Constable discusses the collapse of a UK China spying trial because the prior government failed to officially classify China as a national security threat during the alleged offenses. 1230-1245 HEADLINE: AI Regulation Debate: Premature Laws vs. Emerging Norms GUEST NAME: Kevin Frazier SUMMARY: Kevin Frazier critiques the legislative rush to regulate AI, arguing that developing norms might be more effective than premature laws. He notes that bills like California's AB 1047, which demands factual accuracy, fundamentally misunderstand AI's generative nature. Imposing vague standards, as seen in New York's RAISE Act, risks chilling innovation and preventing widespread benefits, like affordable legal or therapy tools. Frazier emphasizes that AI policy should be grounded in empirical data rather than speculative fears. 1245-100 AM HEADLINE: AI Regulation Debate: Premature Laws vs. Emerging Norms GUEST NAME: Kevin Frazier SUMMARY: Kevin Frazier critiques the legislative rush to regulate AI, arguing that developing norms might be more effective than premature laws. He notes that bills like California's AB 1047, which demands factual accuracy, fundamentally misunderstand AI's generative nature. Imposing vague standards, as seen in New York's RAISE Act, risks chilling innovation and preventing widespread benefits, like affordable legal or therapy tools. Frazier emphasizes that AI policy should be grounded in empirical data rather than speculative fears.

The announcement that NVIDIA's Spectrum X Ethernet is being used by Meta and Oracle has caused concern to investors regarding other networking companies. But should investors really freak out about this new competition? We break down what Spectrum X is—NVIDIA's open-standards Ethernet system that competes with companies like Arista Networks. We also differentiate it from NVIDIA's proprietary AI training technology, Quantum X InfiniBand.Discover the powerful counter-narrative: the strong partnership between Arista and Broadcom. They are working together on Ethernet-based XPU systems for hyperscalers. Broadcom has secured a massive $110 billion backlog and added new customers, including OpenAI, for these XPU-based computing racks.With the market for AI networking and inference growing into a tidal wave, we explore whether there is plenty of new business to go around for Arista and Broadcom.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************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.#Nvidia #AristaNetworks #Broadcom #NVDA #ANET #AVGO #Meta #Oracle #OpenAI #SpectrumX #InfiniBand #QuantumX #Ethernet #Networking #AIInference #XPU #Tomahawk#AINetworking #DataCenter #Hyperscaler #AINick and Kasey own shares of Nvidia, Broadcom, and Arista Networks

In this week's episode, Charlene Young and Laith Khalaf discuss the latest global economic forecasts from the IMF. The UK growth forecast has been increased slightly, but inflation looks like it will remain stubborn. Laith breaks down what this means for investors, plus the latest on US–China trade tensions and gold hitting another record high. [01:00] With warnings about a potential AI bubble, Dan Coatsworth speaks to Russ Mould, AJ Bell investment director, about why markets keep rising despite correction fears [12:24] — and Ben Rogoff from Polar Capital Technology Trust shares why he still believes the AI revolution has room to run. [26:13] Charlene explains the worrying 150% rise in scams targeting pensioners and the simple steps to stay safe ahead of this winter's payments and tax return season. [36:45] Danni Hewson catches up with James Flintoft, head of investment solutions at AJ Bell, for a look back at another volatile quarter and how the AJ Bell funds have been performing. [40:09]

MERCURY RETRO WORKSHOP - sign up! ⭐️Between October 13th & November 4th, both Venus and Mars will be transiting their strongest or "domicile" signs: Libra and Mars. What does this mean as a collective transit, and how will this show up for your rising sign? 00:00 October Forecast Update 03:06 Venus & Mars in Domicile - Transit Overview 18:20 Libra Rising 24:03 Scorpio Rising 28:33 Sagittarius Rising 33:42 Capricorn Rising 37:43 Aquarius Rising 41:20 Pisces Rising 44:46 Aries Rising 48:39 Taurus Rising 52:13 Gemini Rising 55:13 Cancer Rising 58:21 Leo Rising 01:01:48 Virgo Rising

The following is a quick collection of forecasting markets and opinions from experts which give some sense of how well-informed people are thinking about the state of US democracy. This isn't meant to be a rigorous proof that this is the case (DM me for that), just a collection which I hope will get people thinking about what's happening in the US now. Before looking at the forecasts you might first ask yourself: What probability would I put on authoritarian capture?, and At what probability of authoritarian capture would I think that more concern and effort is warranted?  Forecasts[1] The US won't be a democracy by 2030: 25% - Metaculus Will Trump 2.0 be the end of Democracy as we know it?: 48% - Manifold If Trump is elected, will the US still be a liberal democracy at the end of his term? (V-DEM): 61% [...] ---Outline:(00:45) Forecasts(01:50) Quotes from experts & commentators(03:20) Some relevant research--- First published: October 8th, 2025 Source: https://forum.effectivealtruism.org/posts/eJNH2CikC4scTsqYs/experts-and-markets-think-authoritarian-capture-of-the-us --- Narrated by TYPE III AUDIO.

1952 löste Grace Hopper ein Problem, das heute in jedem Unternehmen existiert. Die IT spricht von ETL-Prozessen und Data Warehouses. Das Controlling denkt in KPIs und Forecasts. Das Marketing fokussiert sich auf Conversion-Rates. Alle sprechen eine andere „Datensprache“ - genau wie damals die unverständlichen Maschinencodes. Grace Hoppers Lösung? Der Compiler - ein Übersetzer zwischen Mensch und Maschine. Was Unternehmen heute brauchen: Einen Compiler für ihre BI-Projekte. Jemanden, der zwischen den Abteilungen dolmetscht und aus scheinbar gegensätzlichen Anforderungen eine gemeinsame Lösung entwickelt. Im aktuellen Podcast zeige ich, woran Sie echte BI-Kompetenz erkennen - und warum die meisten Berater zu schnell mit Softwarevorschlägen kommen. 

Crude oil price erosion over the past two years has resulted in declining earnings and cash flows for E&Ps, many of which have struggled to sustain their generous shareholder return program. Now, the EIA is forecasting a 26% plunge in the average 2026 price for WTI, to only $47.77/bbl. That portends steep cuts in capex and dividends for oil-focused producers. In today's RBN blog, we calculate the oil price sensitivity of the 39 E&Ps we monitor and analyze their ability to weather the price dip.

This week, Liz Ann Sonders and Kathy Jones discuss the implications of the ongoing government shutdown and the impact on key economic indicators and market data. They analyze the current state of the bond and equity markets, the reliance on alternative data sources in the absence of government data, and the upcoming earnings season. Their conversation highlights the bifurcations in market performance, particularly between larger and smaller companies, and the impact of fiscal policy on global bond markets. They also touch on consumer behavior in response to tariffs and the importance of monitoring key economic indicators moving forward.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 DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 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.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.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.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. 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 the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-T88J) 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 of the Tacos & Tech Podcast, we sit down with Matt Ober, Managing Partner at Social Leverage, to unpack the future of fintech, the evolving landscape of wealth tech, and what it means to build and invest with long-term conviction. Matt shares his journey from hedge funds and quant trading to early-stage venture capital, with stops at Bloomberg, WorldQuant, and Third Point before joining Social Leverage. We talk about the firm's investing thesis, from Robinhood and Alpaca to the social side of investing with Stocktwits and the upcoming Stocktoberfest event in San Diego. From deep dives on compliance tooling and wealth advisor rollups to the convergence of trading, crypto, and sports betting - this episode maps the edges of where fintech is headed next. Key Topics covered: Matt's path from hedge fund data scientist to early-stage investor The origin story of Social Leverage and how its partners found each other Fintech then vs. now: what's changed and what hasn't Why wealth management is ripe for disruption Regulation, crypto, and the blending of gambling, investing, and community How Stocktwits still matters in a Robinhood world The magic of Stocktoberfest and how in-person density builds stronger networks What it's like building and investing from San Diego Links & Resources Social Leverage Stocktwits Stocktoberfest - October 20-22, 2025 Connect with Matt LinkedIn X Fintech, Forecasts, and Stocktoberfest

Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl. In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Adobe forecasts a record-breaking $253.4 billion holiday season, with AI-powered shopping driving 520% growth in traffic and mobile devices capturing 56% of all online spend.Sam's Club launches free same-day delivery of refrigerated medications for Plus Members, including GLP-1s available at significant discounts through manufacturer copay programs.Shein makes its first permanent move into physical retail with six shop-in-shops launching across France, starting in Paris despite recent regulatory challenges.And, my “One Big Thought” for the day on Sam's Club and Walmart's impressive supply chain scale.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

Today's episode dives into one of the most critical—yet often overlooked—pieces of the U.S. energy and water puzzle: midstream water in oil and gas. Host Reese Tisdale is joined by Sophie Washington, Senior Analyst at Bluefield Research, who recently authored Bluefield's new Insight Report: U.S. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts, 2025–2030. In this conversation, Reese and Sophie unpack how the midstream water sector has evolved from a cost center into a strategic enabler for U.S. shale producers. They explore what's driving the US$156 billion market through 2030, how water reuse and infrastructure investments are reshaping operations, and why water management in U.S. shale has become a key part of the global energy story. In this episode, Bluefield's water experts discuss: What is midstream water? How large is the market? Why should we care about this? What's driving market growth and change? Where are the regional hotspots? Who are the key players and how is the competitive landscape changing? 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. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts, 2025–2030 Western Midstream Bets on Water with US$2 Billion Aris Acquisition Midstream Water Outlook Signals Increased Efficiencies, Infrastructure Investment

Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America, primarily in e-commerce (Shopee), digital finance (Monee), and digital entertainment (Garena).The company has successfully flipped to GAAP profitability, showing a stunning operational turnaround. In Q2 2025, GAAP Operating Income hit $488 million, up significantly from the prior year. Crucially, the Garena gaming platform, featuring the wildly popular game Free Fire, is the main earnings driver, contributing 44% of adjusted EBITDA. Following a return to growth in its core gaming segment, Sea Limited raised its full-year guidance, expecting digital entertainment bookings to grow over 30% in 2025.The strong balance sheet, with $11.5 billion in net cash , provides a long runway for continued expansion and digital migration across its markets. We perform a reverse DCF valuation based on the current $1.95 TTM EPS to see what growth is currently "baked into" the stock price. Find out why you should "let your winners keep winning" and why we are holding this stock.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formTimestamps:[0:00] - The Financial Turnaround: Revenue Growth & Operating Leverage[1:34] - Sea Limited Conglomerate: E-commerce, Gaming, and Fintech Overview[2:21] - The Massive Addressable Market and Hierarchy[2:48] - Why the Stock is Up: GAAP Profitability and Market Expectations[4:05] - Segment Analysis: Revenue Breakdown vs. Earnings Power[4:30] - What is a Digital Entertainment Booking (Garena's Model)?[5:30] - The Global Scale of the Free Fire Game[6:06] - Garena's Growth Resumes: Bookings and Active Users Rise[7:05] - The EBITDA Story: Why Sea is Still a Gaming Company (44% of Earnings)[8:06] - Group Profitability: Q2 2025 GAAP Operating Income[8:45] - Adjustments to EBITDA (Deferred Revenue, Loan Book, SBC)[9:40] - The Strong Balance Sheet[10:10] - Strategic Importance in Southeast Asia & Latin America[11:09] - Valuation Check: P/E Ratio and TTM EPS[11:58] - Reverse DCF Analysis: What Growth is Priced In?[13:35] - Why We Don't Trim Winning StocksIf you found this video useful, please make sure to like and subscribe!********************************************************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.#seastock #sestock #ecommerce #southeastasia #investing #stocks #investing #investor #chipstockinvestor Nick and Kasey own shares of Sea Ltd

In this episode, Liz Ann Sonders and Kathy Jones begin by discussing the implications of the government shutdown on employment data and the Federal Reserve's dual mandate. They analyze the challenges posed by the potential lack of government data and the reliance on private sector indicators like ADP. Then, Kathy Jones speaks with Joel Levington, who has more than 25 years' experience in corporate credit research. Kathy and Joel discuss the overall current state of the credit markets, focusing on corporate credit health, the auto industry's challenges, and some of the impacts of economic disparities on consumer credit. They explore the significance of credit ratings, the rise of private credit, and the implications of inflation and government policies on the economic outlook.Finally, Kathy and Liz Ann discuss upcoming economic data and how earnings season could shape market expectations.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 DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 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.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.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. 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 the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-NWPB) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital, and it's back in growth mode.In this deep dive, we use our investing framework to analyze SanDisk's position in the storage market. We examine the major shift from HDDs (Hard Disk Drives) to SSDs (Solid State Drives) in data centers due to product shortages and the need for new solutions.Key Topics Covered:The Market: Why the NAND flash market is about to heat up and how SanDisk is uniquely positioned against memory chip makers like SK hynix and Micron.The Partnership: Our preference for SanDisk over Kioxia due to their Flash Ventures joint venture, allowing SanDisk to buy finished wafers at cost with a small markup (asset light model).The Innovation: SanDisk's invention of HBF (High Bandwidth Flash), which might be an answer to HBM for co-packaging next to GPUs.The Financials: Analyzing the 30x expected free cash flow valuation, the company's flip from free cashflow loss to free cashflow positive, the GAAP net loss, and the loan inherited from Western Digital.Investment Thesis: Whether SanDisk should be a small bet in a basket play alongside Lam Research and Pure Storage.TImestamps:(00:00:00) | Introduction: The Memory Supercycle and SanDisk's Re-IPO(00:01:06) | Core Product: NAND Flash, IDMs, and the $200 Billion Market(00:03:00) | SanDisk's History: Spin-off from Western Digital & The NAND Landscape(00:03:38) | The Storage Supply Chain: Lam Research, Kioxia, and Pure Storage(00:05:14) | Kioxia Partnership: Why SanDisk Gets Wafers "At Cost"(00:07:34) | The Market Catalyst: HDD Shortages and Data Center SSD Demand(00:09:56) | Next-Gen Innovation: High Bandwidth Flash (HBF) vs. HBM(00:11:15) | Enablers & Market Exposure: Fab Equipment (Lam, Applied) and Client/Cloud Segments(00:14:02) | Financials: Flipping from Free Cash Flow Loss to Positive(00:16:08) | Q1 Fiscal 2026 Guidance, Debt, and NTM Valuation(00:18:12) | Final Takeaway: SanDisk as a "Small Bet" in a Basket PlayJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!********************************************************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. #SanDisk #NANDFlash #AIDC #MemorySupercycle #Investing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

In this episode, the guys talk about as they close their fiscal year, and what that looks like for us here at Berg.

Send us a textIn this episode of Storm Stories, Shoresides talks with Joe Friday—longtime meteorologist, former director of the National Weather Service—about how staffing shortages and fewer weather balloon launches have recently made forecasts less precise, a  dangerous situation with two hurricanes spinning off our Coasts.Friday reflects on the pressure on forecasters, the human connections that make emergency warnings work, and why even a small loss in accuracy can mean the difference between safety and risk.Support the showwww.shoresides.org

It's HUMP DAY! And he guys kicked things off with America's favorite pass time as the Wildcard got underway last night. Tobin shamefully admits that he loves him some Mormon Housewives content. Should FSU be upset that they had a Friday game ahead of the big game against Miami. Have we watered down the art of rushing the field? We are so happy to report that weather reports are back at the windowplex with Leroy. The Dolphins finally give up on their once high draft pick Cam Smith. We discuss what the future could look like for Tyreek and the Dolphins.

As summer fades into fall, what do recent job market changes mean for the economy? In this new Market Pulse podcast, Transamerica Asset Management, Inc., CIO Tom Wald analyzes unexpected job market revisions and their potential to lead to three rate cuts in 2025. Despite the cooling labor market, find out why stocks remain resilient and how these changes might pave the way for an economic “sweet spot.” With updates on the S&P 500® year-end target and a crucial Supreme Court decision on tariffs, Tom offers concise strategies to navigate this shifting landscape. Tune in for a brief, but insightful discussion on the season's economic outlook. 

Netskope, a competitor in cloud security and SASE, has just hit the public market with its new IPO (NTSK). While the company operates in the booming cybersecurity industry and is growing revenue at over 30%, there are several critical risks potential investors must consider.In this analysis, we run Netskope through our investing framework to uncover the opportunities and the red flags. We'll explore its innovative SASE platform, the ongoing "Browser Wars" in the AI era, and the complicated legal battles and shareholder structure lurking beneath the surface. Is this a top cybersecurity stock to buy now, or a high-risk bet for your portfolio?In this video, we cover:[00:00:00] A Hot New Cybersecurity IPO: Introducing Netskope and its role in the emerging "Enterprise Browser Wars".[00:01:00] The Venture Capital Connection: Examining the role of top shareholder Lightspeed Ventures and its connection to another recent IPO, Rubrik[00:03:00] The SASE Market Opportunity: A breakdown of Netskope's focus on the Secure Access Service Edge (SASE) market and how its platform unifies cloud security.[00:05:00] Patent Battles & Legal Risks: Netskope's ongoing legal proceedings with competitor Fortinet over patent infringement claims.[00:06:00] Complex Shareholder Structure: Unpacking the risks of the dual-class share structure, where Class B shares get 20 votes each, concentrating control among insiders and VCs.[00:08:00] The Financial Red Flags: Netskope's GAAP net losses and negative free cash flow, despite impressive revenue growth.[00:10:00] Balance Sheet Concerns: A look at potential burdens on common shareholders from convertible debt and preferred stock.[00:11:00] Our Final Takeaway: Why we are still interested in Netskope as a potential small bet and a hedge against SASE leaders like Palo Alto Networks and Fortinet.What are your thoughts on the Netskope IPO? Let us know in the comments below!

Dr. Martyn Clark, professor of hydrology at the University of Calgary, joins the AWI Podcast to discuss hydrologic modeling and predicting where water will flow. Clark is a global leader in building advanced models that push environmental forecasting forward and help turn predictions into action. The Alabama Water Institute and CIROH recently hosted the 20th anniversary of HEPEX — a global collaboration to improve hydrologic forecasting and its use in real-world decisions. Visit HEPEX: https://hepex.org.au  ----- About AWI: Website: http://awi.ua.edu Join the conversation on AWI's social media: LinkedIn: http://linkedin.com/company/alabama-water-institute YouTube: https://www.youtube.com/@AlabamaWaterInstitute X/Twitter: https://x.com/alabamawater Instagram: https://www.instagram.com/alabama_water Facebook: https://www.facebook.com/AlabamaWaterInstitute

Welcome to the American Railroading Podcast! In this episode our host Don Walsh is joined by guest Eric Starks, Chairman of FTR (Freight Transportation Research Associates). Together they discuss the pending $85 billion dollar Union Pacific and Norfolk Southern merger, the current status of the U.S. economy, an update on U.S. manufacturing and production including new railcar production, rail traffic, market trends and risks, a forecast for 2026 and much more. We also announce our 2025 Honor our Heroes Award winner! Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode and more on the American Railroading Podcast's official website at www.AmericanRailroading.net , and watch our YouTube Channel at the link below. Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally, now downloaded in 57 countries around the world!The podcast continues to experience incredible growth in downloads and subscribers. Mr. Starks is a graduate of Indiana University and was an Adjunct Lecturer at Indiana University, Kelley School of Business for 4 years, teaching MBA students Transportation and Distribution Strategy, and was instrumental in creating the Indiana University Transportation Board.Eric does a deep-dive into our current U.S. economy and GDP and gives us his opinion on whether or not they are where we expected them to be.Don and Eric discuss Tariffs, what their intended use is by the current administration, and whether or not they are providing the intended results.Eric gives his opinion of the pros and cons of the pending UP and NS merger, and they discuss the recently announced BNSF and CSX partnership.Don and Eric do a thorough review of current rail traffic, velocity, dwell times, commodity and car type trends, and more.You don't want to miss Eric's 2026 forecast!Our 2025 – American Railroading Podcast - Honor our Heroes Award winner is……You'll have to listen to the end of the episode to find out.

Kathy Jones and Liz Ann Sonders look at the state of the markets a week after the quarter-point Fed rate cut. They also discuss the implications of the lower rate for the broader market, the particular dynamics of the Federal Reserve's economic projections, and the current state of the labor market. Next, Kathy speaks with Robin Brooks, senior fellow in the Global Economy and Development Program at the Brookings Institution. They discuss the current state of central bank policies, focusing on the recent Fed meeting and its implications for the dollar and global markets. They explore the complexities of market reactions to Fed easing, the long-term outlook for the dollar, and the importance of institutional integrity in maintaining the dollar's status as a reserve currency. Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.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 DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 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.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.Currency trading is speculative, very volatile and not suitable for all investors.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. 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 the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-KKW0) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Figma's (FIG) IPO was one of the most anticipated in tech, and the stock price action was CRAZY! After the initial fervor, the price has pulled back significantly. Is this the buying opportunity investors have been waiting for?CSI is taking a deep dive into Figma's first earnings report as a publicly traded company to find out.In this video, we cover:✅ New Acquisitions: Figma is already putting its IPO cash to work, acquiring Payload (a content management software company) and Modify (an AI-focused model context protocol).✅ The Big Vision: How these acquisitions fit into Figma's goal to become the go-to platform for creating usable software, easily and intuitively.✅ The Financials: We break down Q2 ✅ Future Outlook: Management is guiding for a growth slowdown to 33% for Q3 and taking a hit on margins for the sake of expansion. Is this a red flag or a smart long-term play?✅ The Verdict: Is Figma stock a buy, sell, or hold at its current price? We give our final analysis and key takeaways.Timestamps:[00:00:00] What Figma Does: A review of Figma's end-to-end platform that helps companies with fast, agile software development from ideation to shipping.[00:02:45] Q2 Acquisitions: Breaking down the purchases of Payload, a Content Management System (CMS), and the AI coding startup, Modify.[00:04:45] AI Strategy & New Products: How Figma is using AI to be a disruptor with new tools like Figma Make, Draw, Sites, and Buzz, which were announced at its Config developer conference.[00:06:45] Model Context Protocol (MCP) Explained: Understanding how Figma connects designs to LLMs for coding assistance, with its Gen AI product housed on Amazon AWS.[00:08:30] Q2 Earnings & Valuation: Analyzing the first public report with $250M in revenue and a $26B+ market cap, compared to Adobe's failed $20B acquisition offer from three years prior.[00:10:30] CapEx & Hidden Costs: Exploring why even an "asset-light" company like Figma spends millions on physical hardware and cloud infrastructure from partners like AWS.[00:12:30] Future Financial Guidance: Breaking down the outlook for Q3 and the full year, including an expected growth slowdown and lower margins to fuel expansion.[00:14:05] Our Investment Strategy: Why we are being patient due to the high valuation and would only consider a very small Dollar-Cost Averaging (DCA) approach if we were to buy now.What are your thoughts on Figma's strategy? Let us know in the comments below!

Kathy Jones and Liz Ann Sonders analyze the market reactions to this week's quarter-point Fed rate cut. They also look at the implications of the lower rate for the broader market, the particular dynamics of the Federal Reserve's economic projections, and the current state of the labor market. Then, Freya Beamish, chief economist for TS Lombard, joins Liz Ann in a discussion focused on tariffs and labor market conditions. She emphasizes the complexities of the labor market, particularly in relation to immigration and job creation. The discussion also touches on the legal aspects of tariffs and the potential reactions from the Federal Reserve. Beamish concludes with an optimistic outlook on productivity growth and the influence of AI on the economy.Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.You can keep up with Freya Beamish and follow her podcast Perkins Vs Beamish.On Investing is an original podcast from Charles Schwab. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 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.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.Currency trading is speculative, very 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 policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-GCNT) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, Liz Ann Sonders and Kathy Jones discuss the recent downward revision in job market statistics, the implications for the economy, and the likelihood of a rate cut next week. They analyze the broader economic context of the job revisions, the importance of indicators like the Producer Price Index, and the impact of global market volatility. Then, Steven Meier joins the show. He is the Deputy Comptroller and Chief Investment Officer for the New York City retirement systems. Liz Ann and Kathy discuss his role, the importance of education for retirement plan participants and trustees, the convergence of public and private markets, and the challenges of inflation and liquidity management. Meier shares his thoughts on particular investment strategies, mainly in private equity and fixed income, while also addressing the current state of the public markets and the impact of AI on future investments. The discussion highlights the complexities of asset allocation and the importance of understanding market dynamics.Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.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 DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 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.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. Currency trading is speculative, very volatile and not suitable for all investors.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.Diversification and asset allocation do not ensure a profit and do not protect against losses in declining markets.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 the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-CPRL)

Send us a textDobar Dan!It's pretty hot for us over here at LLC HQ!So no better time to complain about it and talk about the weather. In this lesson Uncle Mike and Tony D. have some great new vocabulary to help you talk about whats going on outside.In this Super Slatko Report DJ MOE is going to talk our ears off on one of Zagrebs best modes of transportation, the ZET! Fun pod ahead, see you there!Visit our website:https://www.letslearncroatian.com/We have a YouTube channel:https://youtube.com/c/LetsLearnCroatianLLC Merch Store:https://www.letslearncroatian.com/llc-storeKeep the content flowing, donate to the LLC:https://www.letslearncroatian.com/llc-supporters-pageBuy the LLC a Cup of Coffee:https://www.buymeacoffee.com/infoKX Collaborate with LLC:https://www.letslearncroatian.com/become-a-sponsorDo you FaceBook, we do:https://www.facebook.com/llcpod/?__tn__=-UC*FWe even do Instagram:https://www.instagram.com/llcpod/?hl=enTeeDee's Soapshttps://www.teedeessoaps.comHello LLC Prieteljie!We launched a Buy Me a Coffee supporters page. Here's your opportunity to become an LLC Members. Lots of incentives, including: an LLC Members Only Magnet, automatic entrance to any LLC Member Only raffles & prizes and access to the LLC Members Only page on our website, where we upload new content monthly.Click on the link below.https://www.buymeacoffee.com/infoKXHvala, Bog!Support the show

I spoke with Kalai Ramea at a timely moment. We recorded this conversation during a heatwave in the UK, which made her work at Planette AI feel very real. Kalai calls herself an all-purpose scientist, with a path that runs through California climate policy, Xerox PARC, and now a startup focused on the forecast window that most people ignore. Not tomorrow's weather. Not far-off climate scenarios. The space in between. Two weeks to two months out, where decisions get made and money is on the line. Kalai explains Planette AI's idea of scientific AI in plain words. Instead of learning from yesterday's weather patterns and hoping the future looks the same, their models learn physics from earth system simulations. Ocean meets atmosphere, energy moves, and the model learns those relationships directly. That matters in a warming world where history is a shaky guide. It also shortens time to insight. Traditional models can take weeks to run. If the output arrives after the risky period has passed, it is trivia.  tte AI is building for speed and usefulness. The value shows up in places you can picture. Event planners deciding whether to green-light a festival. Airlines shaping schedules and staffing. Farmers choosing when to plant and irrigate. Insurers pricing risk without leaning only on the past. Kalai shared a telling backcast of Bonnaroo in Tennessee, where flooding forced a last-minute cancellation. Their system showed heavy-rain signals weeks ahead. That kind of lead time changes outcomes, budgets, and stress levels. From Jargon To Decisions What I appreciate most about this story is the focus on access. Too many forecasts live in papers that only specialists read. Kalai and team are working to strip away jargon and deliver answers people can act on. Will it rain enough to trigger a payout. Will a heat threshold be crossed. Will the next month bring the kind of wind that matters for grid operations. The delivery matters as much as the math. NetCDF files might work for researchers, but a map, a simple number, or a chat interface is what users reach for when time is short. There is also a financial thread running through this work. Climate risk now shapes crop insurance, carbon programs, and balance sheets. Parametric insurance is growing because it is simple. Set a threshold. If it hits, the policy pays. Better medium-range signals make those products fairer and more useful. Kalai describes Planette AI's role as a baseline layer others can build on, a kind of AWS for climate intelligence. That framing fits. No single company will build every app in this space. A reliable core makes the rest possible. Kalai's path ties it all together. Policy taught her how decisions get made. PARC sharpened her instincts for practical AI. PlanetteAI is the result. If you care about planning beyond next week, this episode will give you a new way to think about forecasts and the tools that power them. I will add the blog link Kalai shared in the show notes. In the meantime, if you are in agriculture, travel, energy, or insurance, ask yourself a simple question. What would you change if you had a trustworthy signal three to eight weeks ahead. ********* Visit the Sponsor of Tech Talks Network: Land your first job  in tech in 6 months as a Software QA Engineering Bootcamp with Careerist https://crst.co/OGCLA