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The narrative unravels as elite institutions—from Wall Street to the intelligence community—face exposure for manipulating truth and undermining democratic accountability. In the first transcript, the media's recession predictions, driven by figures like JPMorgan's Jamie Dimon and amplified by anti-Trump financial pundits, are proven wrong as the economy thrives under tariffs and smart trade moves. In the second, the scope widens: whistleblower revelations, FBI cover-ups, and international censorship programs—many tied to figures like John Brennan and Democrat operatives—highlight a coordinated effort to silence dissent globally. As Trump fights back with aggressive tariffs and bold appointments, the establishment panics. These episodes connect the dots between media misinformation, weaponized agencies, and a censorship dragnet preparing to ensnare Americans if the power shifts again. The war for truth has gone global—and it's heating up.
The Rich Zeoli Show- Full Episode (07/30/2025): 3:05pm- On Wednesday, the Commerce Department released a report indicating that U.S. gross domestic product (GDP) grew by 3% in the second quarter—beating economic forecasts and rebounding from the first quarter's economic contraction. 3:15pm- Former Vice President Kamala Harris announces she will not run for Governor of California in 2026. 3:30pm A new American Eagle clothing advertisement features Hollywood star Sydney Sweeney bragging about her “great jeans.” Far-left social media users, however, are ridiculously saying that the commercial is secretly promoting eugenics—insisting the ad's “great jeans” line really means “great genes.” Now Dunkin Donuts has released a commercial in response to the Sweeney advertisement—mocking the far-left's outrage. 3:40pm- Does anyone in the audience want to see a video of Rep. Eric Swalwell lifting weights? NOPE! 3:50pm- On Wednesday, New York City mayoral candidate Zohran Mamdani held a press conference to address the mass shooting in Manhattan earlier this week. Mamdani was notably asked about his previous calls to defund the NYC police. 4:05pm- Brian Morgenstern—Head of Public Policy at Riot Platforms & former Trump Administration Official—joins The Rich Zeoli Show to discuss Treasury Secretary Scott Bessent's pledge to make America a “crypto superpower.” 4:30pm- Which TV shows and movies are you watching right now? Justin is rewatching Breaking Bad, Rich is still avoiding the Snow White remake, and Matt is watching Leave It to Beaver??? 4:40pm- From the White House, President Donald Trump delivers remarks on his administration's new initiative with tech companies to help modernize data access for Medicare recipients. 4:50pm- While appearing on Theo Vons podcast, Open AI CEO Sam Altman revealed that people are using ChatGPT like a therapist—which emphasizes the need for new laws to protect user privacy and chat histories. 5:05pm- Dr. Michael Busler— Professor of Finance and Finance Program Chair at Stockton University & Newsmax Contributor—joins The Rich Zeoli Show to discuss the Commerce Department's report indicating that U.S. gross domestic product (GDP) grew by 3% in the second quarter. 5:20pm- While appearing on Theo Vons podcast, Open AI CEO Sam Altman revealed that people are using ChatGPT like a therapist—which emphasizes the need for new laws to protect user privacy and chat histories. 5:25pm- On Tuesday, the king of grandstanding Sen. Cory Booker (D-NJ) delivered a fiery speech from the Senate floor saying that Democrats “need a wake-up call”—and screaming that no one should “question” his “integrity.” But even Morning Joe isn't buying his over-the-top antics any longer. 5:30pm- Jimmy Failla—Fox News Host & Author of Cancel Culture Dictionary—joins The Rich Zeoli Show to discuss the far-left melting down over Sydney Sweeney's new American Eagle advertisement. Have Democrats declared war on boobs??? Failla will be performing at SoulJoel's in Montgomery County, PA on August 9th. You can find information about tickets here: https://radio.foxnews.com/fox-news-talk/fox-across-america-with-jimmy-failla/. 6:05pm- While appearing on Fox News, FDA Commissioner Dr. Marty Makary explained that “the food pyramid was blind to ultra-processed food” and, consequently, will be rewritten “based on science and not what food companies want.” Rich notes that a 2016 Time magazine article documents how lobbyists connected to food manufactures had an outsized say in dietary guidelines—with dietician and doctor recommendations being a secondary concern. 6:30pm- On Wednesday, President Donald Trump stated: “Nancy Pelosi became rich by having inside information.” Will members of Congress finally be banned from trading stocks? Senator Josh Hawley has sponsored a new bill, “The Honest Act,” which passed through the Senate Homeland Security and Government Affairs Committee on Wednesday.
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The Rich Zeoli Show- Full Episode (07/30/2025): 3:05pm- On Wednesday, the Commerce Department released a report indicating that U.S. gross domestic product (GDP) grew by 3% in the second quarter—beating economic forecasts and rebounding from the first quarter's economic contraction. 3:15pm- Former Vice President Kamala Harris announces she will not run for Governor of California in 2026. 3:30pm A new American Eagle clothing advertisement features Hollywood star Sydney Sweeney bragging about her “great jeans.” Far-left social media users, however, are ridiculously saying that the commercial is secretly promoting eugenics—insisting the ad's “great jeans” line really means “great genes.” Now Dunkin Donuts has released a commercial in response to the Sweeney advertisement—mocking the far-left's outrage. 3:40pm- Does anyone in the audience want to see a video of Rep. Eric Swalwell lifting weights? NOPE! 3:50pm- On Wednesday, New York City mayoral candidate Zohran Mamdani held a press conference to address the mass shooting in Manhattan earlier this week. Mamdani was notably asked about his previous calls to defund the NYC police. 4:05pm- Brian Morgenstern—Head of Public Policy at Riot Platforms & former Trump Administration Official—joins The Rich Zeoli Show to discuss Treasury Secretary Scott Bessent's pledge to make America a “crypto superpower.” 4:30pm- Which TV shows and movies are you watching right now? Justin is rewatching Breaking Bad, Rich is still avoiding the Snow White remake, and Matt is watching Leave It to Beaver??? 4:40pm- From the White House, President Donald Trump delivers remarks on his administration's new initiative with tech companies to help modernize data access for Medicare recipients. 4:50pm- While appearing on Theo Vons podcast, Open AI CEO Sam Altman revealed that people are using ChatGPT like a therapist—which emphasizes the need for new laws to protect user privacy and chat histories. 5:05pm- Dr. Michael Busler— Professor of Finance and Finance Program Chair at Stockton University & Newsmax Contributor—joins The Rich Zeoli Show to discuss the Commerce Department's report indicating that U.S. gross domestic product (GDP) grew by 3% in the second quarter. 5:20pm- While appearing on Theo Vons podcast, Open AI CEO Sam Altman revealed that people are using ChatGPT like a therapist—which emphasizes the need for new laws to protect user privacy and chat histories. 5:25pm- On Tuesday, the king of grandstanding Sen. Cory Booker (D-NJ) delivered a fiery speech from the Senate floor saying that Democrats “need a wake-up call”—and screaming that no one should “question” his “integrity.” But even Morning Joe isn't buying his over-the-top antics any longer. 5:30pm- Jimmy Failla—Fox News Host & Author of Cancel Culture Dictionary—joins The Rich Zeoli Show to discuss the far-left melting down over Sydney Sweeney's new American Eagle advertisement. Have Democrats declared war on boobs??? Failla will be performing at SoulJoel's in Montgomery County, PA on August 9th. You can find information about tickets here: https://radio.foxnews.com/fox-news-talk/fox-across-america-with-jimmy-failla/. 6:05pm- While appearing on Fox News, FDA Commissioner Dr. Marty Makary explained that “the food pyramid was blind to ultra-processed food” and, consequently, will be rewritten “based on science and not what food companies want.” Rich notes that a 2016 Time magazine article documents how lobbyists connected to food manufactures had an outsized say in dietary guidelines—with dietician and doctor recommendations being a secondary concern. 6:30pm- On Wednesday, President Donald Trump stated: “Nancy Pelosi became rich by having inside information.” Will members of Congress finally be banned from trading stocks? Senator Josh Hawley has sponsored a new bill, “The Honest Act,” which passed through the Senate Homeland Security and Government Affairs Committee on Wednesday.
With August about to begin the long-time Virginia election watchers say that this is when “it gets real.” The Washington Examiner just published election predictions made by the organization State Navigate that reported that by their estimates each Democrat candidate would win the statewide races by a minimum of 8 percent and that Lt Gov Winsome Sears would lose by 11. Moreover, they predict that the Democratic party will flip 7 seats in the House of Delegates. Flipping it to a GOP majority had been a key effort of the Republican Party leadership so that they could block the “Day Of” Abortion constitutional amendment. We sat down with one leader that is spending his time and campaign contributions on other candidates this year, Tom Garrett of Virginia's 56th district (Fluvanna, Louisa, Goochland) and asked him if the race had really turned so badly. Learn more about your ad choices. Visit megaphone.fm/adchoices
With August about to begin the long-time Virginia election watchers say that this is when “it gets real.” The Washington Examiner just published election predictions made by the organization State Navigate, reporting their estimates that each Democrat candidate would win the statewide races by a minimum of 8 percent and that Lt. Gov. Winsome Sears […]
Bill Kantor is the co-founder of Funnelcast, a forecasting platform designed to help businesses understand, optimize, and act on their sales pipelines. With decades of experience in sales operations and revenue analytics, Bill is on a mission to shift how companies use forecasting — from chasing accuracy to driving meaningful change.
Progress on global trade deals has supported markets recently, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability – though he adds that the coming wave of corporate earnings reports will be scrutinised for impacts from shifting tariff regimes. “Markets will start focusing more on what exactly agreed deals mean for corporate profitability”, Markus says.The first earnings reports have suggested that companies are largely absorbing the tariffs for now, rather than passing them on to consumers. But that hasn't been easy for all of them. “Recent company results show some sectors are finding it more difficult than others.”A policy decision from the Federal Reserve will likely take centre stage this week, but we'll also get a read on 2nd quarter GDP for the EU, and inflation figures for the U.S. “It's a pretty full calendar with really some interesting data.” 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
On this week's episode, Kathy Jones and Liz Ann Sonders discuss equity earnings season, continuing tariff uncertainty, and the fate of embattled Fed Chair Jerome Powell—emphasizing the importance of an independent Fed to both the stock and bond markets.Then, Kathy Jones and Collin Martin dive into the dynamics of the leveraged loan market, highlighting the recent surge in issuance despite anticipated interest rate hikes. They explore the unique characteristics of leveraged loans, including their floating coupon rates and sub-investment grade issuers, touching on the factors driving demand and the potential risks for investors. Additionally, they discuss Treasury Inflation-Protected Securities (TIPS), noting their appeal for investors looking for diversification and a hedge against inflation.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.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 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, 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.Diversification does not ensure a profit and does not protect against losses in declining markets.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.This information is not a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this information.Schwab does not recommend the use of technical analysis as a sole means of investment research.Currency trading is speculative, volatile and not suitable for all investors.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the U.S. 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 U.S. 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 U.S. Government, but inflation-protected bond funds do not provide such a guarantee.(0725-NVEU)
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like Nvidia Blackwell continues. What happened in Q2, and what's expected the second half of 2025? Chip Stock Investors Nick and Kasey weigh in, and why they are happy to own TSM stock.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipPrevious work on TSMC and capex spend:https://youtu.be/V2nMOabIc2c********************************************************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. #tsmc #tsm #taiwansemiconductormanufacturing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Correction on ASML High NA EUV Pricing(00:56) Taiwan Semiconductor Manufacturing (TSMC)(02:17) TSMC's Global Expansion and ASML Partnership(03:00) TSMC's Financial Overview(05:24) TSMC's Market Performance and Growth Drivers(07:44) TSMC's Capital Expenditures and Financial Health(08:51) Future Outlook and ConclusionNick and Kasey own shares of TSM
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Alphabet (Google) is spending billions on AI data center infrastructure, and it plans to spend even more in 2026. Is the spending out of control? To the contrary, Google continues to show the data center supercycle is money well spent. Chip Stock Investors Nick and Kasey break down some key numbers.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Alphabet's Recent Earnings Report(01:08) Capital Expenditures Analysis(02:05) CapEx Trends and Future Outlook(02:55) Financial Metrics and Free Cash Flow(05:08) Reverse Discounted Cash Flow Analysis(07:22) Conclusion Nick and Kasey own shares of Alphabet
With 2025 marked by heightened uncertainty, shifting fiscal policies, and volatile market swings, investors are eager to understand which trends have held up—and which have not. As we cross the year's midpoint, Neuberger Berman's senior investment leaders reconvene to assess the predictions made in our annual “Solving for 2025” outlook. On this episode of Disruptive Forces, host Anu Rajakumar is joined by Shannon Saccocia, Chief Investment Officer, Wealth, and Jeff Blazek, Co-Chief Investment Officer of Multi-Asset, to explore how forecasts have evolved—and what these insights mean for positioning portfolios in the second half of the year. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC. © 2025 Neuberger Berman Group LLC. All rights reserved.
Paradyn, one of Ireland's leading managed service and cybersecurity providers, has announced projected revenues of over €1.6 million in 2025 from its strategic partnership with ManageEngine, a global provider of enterprise IT management solutions. This marks a significant 100% increase from the €800,000 recorded in 2024. With a focus on the public sector, Paradyn forecasts continued momentum, anticipating 40% year-on-year growth in revenues from ManageEngine offerings Paradyn has successfully delivered ManageEngine solutions to more than 50,000 users across 40 public sector organisations and government agencies in Ireland, including the ESB, Teagasc, National Concert Hall, Dun Laoghaire County Council, Cork County Council, and Kildare County Council. The partnership has also enabled Paradyn to expand its public sector client base by 20%, underscoring the demand for robust, scalable IT management tools within government institutions. ManageEngine, the IT management division of Zoho Corporation, provides a broad suite of more than 60 enterprise-grade tools that address the end-to-end IT operations lifecycle - covering network and server monitoring, endpoint management, IT service management (ITSM), identity and access management, and security information and event management (SIEM). These tools empower public sector bodies to increase automation, improve visibility across their IT environments, reduce operational costs, and bolster their cybersecurity posture - all while ensuring that services to citizens are delivered reliably and securely. Paradyn's in-depth knowledge of public sector IT requirements, combined with its cybersecurity consulting and professional services, ensures that ManageEngine implementations are aligned with Ireland's evolving regulatory landscape, including the EU's NIS2 directive. Together, the two organisations offer a comprehensive and scalable solution for managing IT infrastructure securely and efficiently. Grace McCauley, Head of Sales - Managed Services, Paradyn, said: "Our partnership with ManageEngine allows us to deliver best-in-class IT management and cybersecurity solutions tailored to the public sector. As public services continue to digitalise, the need for reliable, secure, and cost-effective infrastructure becomes paramount. We're proud to be supporting the government in delivering modern, resilient digital services to citizens." ManageEngine's proven technology and Paradyn's hands-on approach help public sector agencies future-proof their IT environments, safeguard sensitive citizen data, and achieve operational excellence in an increasingly complex threat landscape. See more stories here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
Guest: Dr. Renato Molina, University of MiamiEvery year, hurricanes threaten lives, infrastructure, and the economies of coastal communities—but what if better forecasting could actually save billions of dollars? Turns out, it already has! But how can we put a dollar value on something as complex as a weather forecast? Today on Weather Geeks, we're joined by Dr. Renato Molina of the University of Miami, who has dived deep into the economic impact of improved hurricane forecasts. From the costs of misjudged wind speeds to the hidden value of getting the forecast right, his research shows just how powerful—and expensive—information can be when a hurricane is on the horizon.Chapters00:00 The Economic Impact of Hurricane Forecasting07:10 Understanding Forecast Accuracy and Economic Value13:25 Protective Spending and Recovery Costs20:08 Quantifying the Value of Forecast Improvements29:56 Connecting Research to Policy and IndustrySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23.07.25 Pt 1 - Gareth Cliff sits down with actress, model, and presenter Ceylonia Bekker for a candid conversation. From being dubbed “South Africa's Last Weather Girl” to stepping behind the scenes of a horror film, Ceylonia reflects on her unique career journey. They unpack the fading era of weather presenters, career-defining moments, and whether relationships really shape who we become. The Real Network
Scott Bilter of AtlasFX on FX market volatility, using AI to tackle forecast problems, and what he's hearing from Europe.Hedging currency risk effectively and the FX exposure forecasting it requires got more complicated for many treasury teams in the first half of 2025 as the U.S. dollar slumped the most in more than 50 years against a basket of other currencies. But it's not completely clear yet how much of a price multinationals will pay for the currency market's gyrations. In this episode, Scott Bilter, co-founder and CFO of AtlasFX, joins NeuGroup's Antony Michels to discuss how artificial intelligence is transforming FX exposure forecasting.
News at Risk, Food with Heart, and a Forecast That's Partially Dry
Veteran Wall Street observer Bob Doll, chief investment officer at Crossmark Global Investments, returns to the show to review how his annual predictions for the year ahead are turning out midway into 2025, and despite the headlines and the volatility and uncertainty surrounding the market, Doll appears to be on pace for his best year ever, with at least nine of his forecasts looking like they might finish the year in the money. Doll says the stock market may not have much more upside left this year, particularly if the Federal Reserve doesn't lower rates and inflation stays higher for longer, but even if those things mute the market, he doesn't think they will send it falling significantly from here. Jim Lee, founder of StratFi, says that benign long-term trends for stocks have made him somewhat bullish, leading him to expect gains for the market in the 5 to 10% range for the rest of the year. He says the lower-growth economy remains expansionary, almost a Goldilocks situation for the economics, though he notes that politics continue to take the clarity out of these conditions and will keep making investors nervous. Nick Maggiulli, chief operating officer of Ritholtz Wealth Management and blogger at Of Dollars and Data brings his numbers-driven approach to retirement planning in his new book, "The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life." He discusses the book — and how consumers can determine how much they can comfortably spend each day and more — in the Book Interview.
2025 started slowly for house prices - and the absence of a second rate cut mid -year might have cooled sentiment - but economists are now upgrading their forecasts as prices move significantly higher.Bank of Queensland is now calling a 6 per cent price increase for houses across the nation this year and next year. Peter Monckton, chief economist at Bank of Queensland joins Associate Editor - Wealth, James Kirby in this episode. ----- In today's show, we cover:Property prices get upgraded...but it's only for houses Will apartments catch up this time? The cities set to rebound Why is negative gearing on shares shunned? See omnystudio.com/listener for privacy information.
In this jam packed news episode we cover a wide variety of stories, including: Market Transformation: The Ontario cottage market is experiencing significant price drops (up to 20.3%) amid increasing inventory and cooling demand, while Canadian investors are withdrawing from U.S. real estate investments with potential for $650+ million flowing back into Canadian markets. Economic Uncertainty: Major Canadian banks have widely divergent forecasts for Bank of Canada's next moves, with some predicting no rate cuts in 2025 while others expect cuts of 75 basis points by early 2026, as Toronto's mortgage delinquencies have tripled to a 12-year high. Regional Rental Landscape: Canada's provincial rent control policies vary dramatically in 2025, from Ontario's 2.5% cap to completely uncapped increases in Prairie provinces, creating different investment opportunities and challenges across the country. Exchange-Traded Funds (ETFs) | BMO Global Asset Management Buy & sell real estate with Ai at Valery.ca Get a mortgage pre-approval with Owl Mortgage Unpacking Multiplexes Tickets free 1 week trial for Realist PremiumSee omnystudio.com/listener for privacy information.
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ASML stock had a "rough" week after Q2 2025 earnings. But customer upgrades to EUV (extreme ultraviolet) lithography are underway as a new generation of high-performance chips ramp up production. Despite the noise, ASML is going to be just fine. Chip Stock Investor explains the critical data points you need to know in this mid-year 2025 update.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Overview of ASML and Its Role in the Semiconductor Industry(03:48) ASML's Financial Performance in Q2 2025(04:52) Cash Flow and Stock Buybacks(08:54) Revenue Breakdown and Market Analysis(14:38) Future Outlook and Conclusion #ASML #EUVlithography #ASMLEUV #highna #lowna #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 ASML
Unity Without Compromise with Dr. Steven LaTulippe – America faces stormy seas in what I call the Golden Age of Ambiguity. MAGA supporters are divided, justice feels elusive, and the Epstein scandal reignites frustration. Despite setbacks, I believe in President Trump's genuine leadership. The road back to greatness is tough, but unity and faith can help restore liberty and justice for America's legal citizens...
In this week's episode, Kathy and Liz Ann discuss the June inflation data, its implications for the market, and the Federal Reserve's policy decisions. They explore the impact of tariffs on inflation, the rise in global yields, and the dynamics of the dollar. The discussion also touches on complacency, the influence of AI on the economy and the challenges facing stagnation in the housing market. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.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, volatile and not suitable for all investors.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.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.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.(0725-KMRT)
Across EMEA, Artificial Intelligence (AI) is redefining industries, inspiring innovation, improving operations, and driving, growth. Government and Irish businesses are embracing and capitalising on AI's potential to enhance customer experiences and gain a competitive advantage. But as adoption accelerates, new security challenges arise, demanding vigilant attention to protect these investments. Forecasts indicate that AI could contribute trillions to the global economy by 2030, with Ireland well-positioned to capture a significant share of this value. According to Dell Technologies' Innovation Catalyst Study, 76% say AI and Generative AI (GenAI) is a key part of their organisation's business strategy while 66% of organisations are already in early-to mid-stages of their AI and GenAI journey. As AI becomes more embedded in everything from customer management to critical infrastructure, safeguarding these investments and tackling the evolving cyber threat landscape must be a priority. To that end the success of integrating AI in the region depends on addressing three critical security imperatives: managing risks associated with AI usage, proactively defend against AI-enhanced attacks, and employing AI to enhance their overall security posture. Managing the Risks of AI Usage Ireland as a digital hub within the EU, must navigate the complex regulatory environment like the Digital Operational Resilience Act (DORA), NIS2 Directive, the Cyber Resilience Act and the recently launched EU AI Act. These frameworks introduce stringent cybersecurity requirements that businesses leveraging AI must meet to ensure resilience and compliance. AI's reliance on vast amounts of data presents unique challenges. AI models are built, trained, and fine-tuned with data sets, making protection paramount. To meet these challenges, Irish organisations must embed cybersecurity principles such as least privilege access, robust authentication controls, and real-time monitoring into every stage of the AI lifecycle. However, technology and implementing these measures effectively isn't enough. The Innovation Catalyst Study highlighted that a lack of skills and expertise ranks as one of the top three challenges faced by organisations looking to modernize their defenses. Bridging this skills gap is vital to delivering secure and scalable AI solutions because only with the right talent, governance, and security-first mindset can Ireland unlock the full potential of AI innovation in a resilient and responsible way. A further step that Irish businesses can take to address AI risks, is to integrate risk considerations across ethical, safety, and cultural domains. A multidisciplinary approach can help ensure that AI is deployed responsibly. Establishing comprehensive AI governance frameworks is essential. These frameworks should include perspectives from experts across the organisation to balance security, compliance, and innovation within a single, cohesive risk management strategy. Countering AI-Powered Threats While AI has enormous potential, bad actors are leveraging AI to enhance the speed, scale, and sophistication of attacks. Social engineering schemes, advanced fraud tactics, and AI-generated phishing emails are becoming more difficult to detect, with some leading to significant financial losses. Deepfakes, for instance, are finding their way into targeted scams aimed at compromising organisations. A 2024 ENISA report highlighted that AI-enhanced phishing attacks have surged by 35% in the past year, underscoring the need for stronger cybersecurity measures. To stay ahead organisations must prepare for an era where cyberattacks operate at machines' speed. Transitioning to a defensive approach anchored in automation is key to responding swiftly and effectively, minimizing the impact of advanced attacks. The future of AI agents in the cybersecurity domain may not be far off. This means deploying AI-powered security tools that can detect anomalies in real time...
In 2023, researcher Daniel Kokotajlo left OpenAI—and risked millions in stock options—to warn the world about the dangerous direction of AI development. Now he's out with AI 2027, a forecast of where that direction might take us in the very near future. AI 2027 predicts a world where humans lose control over our destiny at the hands of misaligned, super-intelligent AI systems within just the next few years. That may sound like science fiction but when you're living on the upward slope of an exponential curve, science fiction can quickly become all too real. And you don't have to agree with Daniel's specific forecast to recognize that the incentives around AI could take us to a very bad place.We invited Daniel on the show this week to discuss those incentives, how they shape the outcomes he predicts in AI 2027, and what concrete steps we can take today to help prevent those outcomes. Your Undivided Attention is produced by the Center for Humane Technology. Follow us on X: @HumaneTech_. You can find a full transcript, key takeaways, and much more on our Substack.RECOMMENDED MEDIAThe AI 2027 forecast from the AI Futures ProjectDaniel's original AI 2026 blog post Further reading on Daniel's departure from OpenAIAnthropic recently released a survey of all the recent emergent misalignment researchOur statement in support of Sen. Grassley's AI Whistleblower bill RECOMMENDED YUA EPISODESThe Narrow Path: Sam Hammond on AI, Institutions, and the Fragile FutureAGI Beyond the Buzz: What Is It, and Are We Ready?Behind the DeepSeek Hype, AI is Learning to ReasonThe Self-Preserving Machine: Why AI Learns to DeceiveClarification: Daniel K. referred to whistleblower protections that apply when companies “break promises” or “mislead the public.” There are no specific private sector whistleblower protections that use these standards. In almost every case, a specific law has to have been broken to trigger whistleblower protections.
Mike Ferguson in the Morning -If you believed Pam Bondi, Kash Patel, and Dan Bongino; President Trump thinks you're foolish and stupid. Cong. Thomas Massie and Missouri Cong. Eric Burlison - among others - are trying to push a single issue discharge petition to force the release of the evidence of Epstein. Will it succeed? And Will it pass unanimously?-Stephen Moore discusses the possibility of more spending cuts, and announced that his show "Moore Money" is joining the NewsTalkSTL Roster!See omnystudio.com/listener for privacy information.
Adam Aizer and Jamey Eisenberg react to bold, AI-generated 2025 fantasy football predictions—and things get wild fast. Can Caleb Williams leap to overall QB1 in Ben Johnson's turbocharged Bears offense? Is Tetairoa McMillan set for a Ja'Marr Chase-level rookie breakout in Carolina? Is this finally the Year 4 breakout for Wan'Dale Robinson in Brian Daboll's offense? Could Colston Loveland crack the top 8 TEs right away in Chicago? Adam and Jamey break down which predictions hold water—and which are total fantasy. Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify and wherever else you listen to podcasts Watch FFT on YouTube https://www.youtube.com/fantasyfootballtoday SUBSCRIBE to FFT Express on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-express/id1528634304 Follow FFT Express on Spotify: https://open.spotify.com/show/6qyGWfETSBFaciPrtvoWCC?si=6529cbee20634da8 SUBSCRIBE to FFT Dynasty on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179 FOLLOW FFT Dynasty on Spotify: https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1 SUBSCRIBE to FFT DFS on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dfs/id1579415837 FOLLOW FFT DFS on Spotify: https://open.spotify.com/show/5zU7pBvGK3KPhfb69Q1hNr?si=1c5030a3b1a64be2 Follow our FFT team on Twitter: @FFToday, @AdamAizer, @JameyEisenberg, @daverichard, @heathcummingssr Follow the brand new FFT TikTok account: https://www.tiktok.com/@fftoday Join our Facebook group https://www.facebook.com/groups/FantasyFootballToday/ Sign up for the FFT newsletter https://www.cbssports.com/newsletter You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." Visit the betting arena on CBSSports.com for all the latest sportsbook reviews and sportsbook promos. Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify and wherever else you listen to podcasts Watch FFT on YouTube https://www.youtube.com/fantasyfootballtoday SUBSCRIBE to FFT Express on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-express/id1528634304 Follow FFT Express on Spotify: https://open.spotify.com/show/6qyGWfETSBFaciPrtvoWCC?si=6529cbee20634da8 SUBSCRIBE to FFT Dynasty on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179 FOLLOW FFT Dynasty on Spotify: https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1 SUBSCRIBE to FFT DFS on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dfs/id1579415837 FOLLOW FFT DFS on Spotify: https://open.spotify.com/show/5zU7pBvGK3KPhfb69Q1hNr?si=1c5030a3b1a64be2 Follow our FFT team on Twitter: @FFToday, @AdamAizer, @JameyEisenberg, @daverichard, @heathcummingssr Follow the brand new FFT TikTok account: https://www.tiktok.com/@fftoday Join our Facebook group https://www.facebook.com/groups/FantasyFootballToday/ Sign up for the FFT newsletter https://www.cbssports.com/newsletter You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." Visit the betting arena on CBSSports.com for all the latest sportsbook reviews and sportsbook promos. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Stupid Theory4:47 Corn Belt Rain7:48 Soybean Crush9:13 Indonesia Trade Deal10:53 Brazil Tariffs and Beef Imports
In this episode of The Future of Water, Bluefield Senior Analyst Amber Walsh joins host Reese Tisdale to break down Grundfos's recent acquisition of Newterra and what it signals for the future of decentralized water treatment. Amber not only unpacks the deal itself—Grundfos's fifth treatment-related acquisition since 2020—but also explores the broader competitive landscape for onsite treatment solutions. Decentralized treatment, also referred to as onsite water management, is gaining traction among industrial, and increasingly municipal and commercial, users. But why? What's driving solutions providers like Grundfos to expand into treatment? And what does this mean for customers? We get into it all—plus the market opportunities, players to watch, and the underlying trends shaping the shift toward modular systems. Key Topics Covered: Grundfos + Newterra: Why the world's largest pump manufacturer is acquiring a U.S.-based modular treatment firm. Strategic Expansion: A look at Grundfos's treatment push—from Eurowater and MECO to the recent acquisition of Culligan's C&I business. Industrial Market Growth: U.S. industrial water market projected at US$22.9B in 2025, with high-growth segments in pharma, data centers, and food & beverage. Why Decentralized?: Faster deployment, on-site reuse, risk outsourcing—meeting demands in a changing regulatory and infrastructure landscape. Who Else Is Playing?: From Saur's 13 acquisitions since 2020 to Xylem's Evoqua acquisition, to PE-backed firms building up treatment players—Amber outlines the rising competition. What's Next: M&A, lifecycle services, digital integration, and a growing focus on water reuse are transforming the treatment ecosystem. 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: Newterra Pushes Grundfos Along Water Value Chain U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. & Canada Industrial Water & Wastewater Market: Key Trends and Forecasts, 2024–2030
On this week's episode, Kathy Jones and Liz Ann Sonders discuss the bond market reaction to the new August 1 tariff deadlines—and what that means for potential Fed policy. They also examine the impact of servicing the national debt after the passage of the "One Big Beautiful Bill." Liz Ann looks at the upcoming earnings season, while also addressing concerns about economic indicators, inflation, and the housing market. The overall discussion this week emphasizes the cautious sentiment among bond investors and the complexities of the economic landscape.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Currency trading is speculative, volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.(0725-GHV6)
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: You should never treat any opinion expressed by the hosts of this content as a recommendation to make a particular investment, or to follow a particular strategy. The thoughts and commentary on this show are an expression of the hosts' opinions and are for entertainment & informational purposes only.
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Power's (MPWR stock) fabless business model has helped make it a market-beating investment for years. Nvidia's new AI data center power infrastructure could be the latest new growth outlet for Monolithic. Navitas Semiconductor (NVTS stock). Chip Stock Investors Nick and Kasey give the stocks a fresh look before earnings season begins.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Monolithic Power Systems(01:30) Industry Transition and Market Trends(03:24) Revenue Trends and Market Performance(04:52) Nvidia's New Data Center Architecture(07:29) Navitas: A Cautious Optimism(09:30) Final Thoughts#semiconductorstocks #onsemi #microchip #monolithicpowersystems #navitas #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 Monolithic Power Systems and Nvidia.
In this episode, I sit down with Tim Grahl to map out how he broke through a 3-year business plateau and scaled his education company from $695K to over $2M.We unpack how Tim made the leap by completely rebuilding his business model, delivering better outcomes for students, and building a variable-cost team that scales with revenue. He also shares how he ran 600+ customer interviews, built a coaching program around accountability, and used YouTube and SparkLoop to drive steady growth.If you're stuck at a growth ceiling, this episode is a blueprint for getting unstuck.Timestamps:00:00 Introduction01:13 Breaking through the $1M ceiling03:12 Revenue history from 2021 to 202406:37 The wake-up call promotion08:00 600 customer interviews in 18 months12:24 The mindset shift that changed everything13:03 Why Tim rebuilt the entire business model17:55 Forecasts vs. goals20:36 Profit margin and personal runway23:15 Why most courses don't deliver transformation25:18 How Story Grid's coaching model works30:08 Team structure and mentor compensation34:10 Pricing strategy and program design35:18 Using SparkLoop and YouTube to grow leads38:02 Tim's content process and YouTube habits43:07 The emotional dip before the breakthrough47:18 Burnout, self-doubt, and freight train focus51:22 Why building a team unlocked freedom57:11 Hiring mindset and building lean01:00:12 The path from 2M to 5M and beyond01:03:40 The power of product-market fitIf you enjoyed this episode, please like and subscribe, share it with your friends, and leave a review. I read every single one.Learn more about the podcast: https://nathanbarry.com/showFollow Nathan:Instagram: https://www.instagram.com/nathanbarryLinkedIn: https://www.linkedin.com/in/nathanbarryX: https://twitter.com/nathanbarryYouTube: https://www.youtube.com/@thenathanbarryshowWebsite: https://nathanbarry.comFollow Tim:Website: https://www.storygrid.comYouTube: https://www.youtube.com/@storygridX: https://x.com/storygridTim's latest book: https://www.storygrid.com/product/the-shitheadFeatured in this episode:Story Grid: https://www.storygrid.comThe Shithead (book): https://www.storygrid.com/product/the-shitheadSparkLoop: https://www.sparkloop.appKit: https://www.kit.com
More than 80 people are dead after catastrophic flooding swept through central Texas last week even though federal forecasters saw it coming. Chelsea Harvey from POLITICO's E&E News breaks down why accurate federal forecasts weren't enough to save lives, and how climate change and shrinking federal disaster infrastructure are raising alarms for what's ahead. Plus, the Federal Energy Regulatory Commission is poised to start rulemaking to "sunset" certain regulations, according to a draft "notice of inquiry" obtained by POLITICO's E&E News. Chelsea Harvey covers climate science for POLITICO's E& News. Nirmal Mulaikal is the co-host and producer of POLITICO Energy. Alex Keeney is a senior audio producer at POLITICO. Gloria Gonzalez is the deputy energy editor for POLITICO. Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Omni Talk's Retail Daily Minute, sponsored by RetailClub and Mirakl. In today's Retail Daily Minute:Adobe forecasts a record $23.8 billion in online sales during Prime Day, driven by mobile purchases and a 3,200% surge in AI-powered shopping.Walmart launches "Dinner Tonight," a digital meal-planning platform designed to ease the daily dinner dilemma for U.S. households.Starbucks offers $6 million stock grants to executives to fast-track its turnaround, sparking criticism from unionized baristas.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!
Send us a textIn this inspiring and light-hearted episode, I sit down with Christopher King—an 18-year veteran teacher, passionate musician, and local “amateur” weatherman with a heart for his community. We dive into his journey in education, his love for music, and his role on the worship team at King's Cross Church. We also explore his unexpected role as THE go-to source for local weather updates—and why he does it out of love for the people in the communities around him.From classroom stories to worship music to weather alerts, this episode is filled with laughter, heart, and motivation for anyone looking to make an impact right where they are in life. Christopher King WX's Links:Facebook Page: https://www.facebook.com/christopherkingWXVenmo: https://venmo.com/u/ChristopherKing3120Paypal: paypal.me/ChristopherKingWXEmail: ChristopherKingWX@gmail.comFollow The On PACE Podcast:Instagram: @on.paceFacebook: The On Pace PodcastYouTube: FullerRunsSupport the Podcast:Love the show? Help us grow! Leave a rating & review on Spotify or Apple Podcasts, share this episode, or support the podcast below using the "Support the Show" link or via Venmo https://venmo.com/u/fullerruns.Email at theonpacepodcast@icloud.comStart your own podcast https://www.buzzsprout.com/?referrer_id=631720Follow the podcast on Facebook and Instagram and YouTubeLike what you hear? Don't forget to subscribe and share with a friend!#PodcastInterview #ChristopherKing #TeacherLife #WorshipLeader #ChristianPodcast #FaithInAction #MusicMinistry #AmateurMeteorologist #CommunityFirst #InspirationalPodcast #RealConversations #WeatherWatcher #LocalHeroes #EducationMatters #King'sCrossChurch #PodcastRecommendations #UpliftingContent #MotivationalPodcast #StoriesThatInspireSupport the show
The Michael Yardney Podcast | Property Investment, Success & Money
The Australian property market has been anything but predictable in recent years - booms, corrections, interest rate hikes, and a housing supply crisis have kept everyone on their toes. But what lies ahead? In today's episode I'm joined by Dr Nicola Powell, Chief of Research and Economics at Domain, to unpack their latest Price Forecast Report for the 2025–26 financial year. This isn't just another forecast - we take a deep dive into how affordability, population growth, government incentives, and even the psychology of homebuyers will shape our markets in the year ahead. Whether you're a seasoned investor, a first-home buyer, or just a curious observer of our housing rollercoaster, you'll get real insights into where property values are headed, which cities are poised to outperform, and how you can navigate, or capitalise on, what's coming next. Takeaways · The property market is experiencing a transition with varying growth rates across regions. · Interest rates significantly influence property values, especially in major cities. · First home buyers face challenges in accessing the market due to high prices. · Population growth remains strong, impacting housing demand. · Government policies play a crucial role in shaping market dynamics. · Rental markets are currently favoring landlords, but growth rates may slow down. · Melbourne is expected to see significant price growth in the coming year. · Affordability issues persist, particularly in high-priced markets like Sydney. · The cash rate's stability is a key concern for future market performance. · Understanding market dynamics is essential for making informed investment decisions. Chapters 00:00 Market Overview and Price Forecasts 02:38 Melbourne's Market Potential and Price Predictions 13:16 Sydney's Performance and Affordability Challenges 15:54 Brisbane's Growth and Infrastructure Impact 18:47 Perth's Market Slowdown and Future Outlook 21:19 Adelaide and Canberra's Market Trends 24:11 Rental Market Insights and First Home Buyer Support 26:59 Navigating the Unpredictable Australian Property Market Links and Resources: Answer this week's trivia question here- www.PropertyTrivia.com.au · Win a hard copy of How to Grow a Multi-Million Dollar Property Portfolio – in your spare time. · Everyone wins a copy of a fully updated property report – What's ahead for property for 2025 and beyond. Get the team at Metropole to help build your personal Strategic Property Plan Click here and have a chat with us Michael Yardney – Subscribe to my Property Update newsletter here Dr Nicola Powell, Chief of Research and Economics at Domain Domian Property Forecast Report: https://propertyupdate.com.au/australias-housing-market-fy25-26-a-new-chapter-of-growth-balance-and-challenge/ Get a bundle of eBooks and Reports at www.PodcastBonus.com.au Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future.
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Chip Stock Investors Nick and Kasey revamped their high-risk potentially high-reward small bets stock portfolio during the market turmoil the first half of 2025. This video reviews the first batch of those companies. Supercharge 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-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00)Semiconductor Industry Flow Chart(00:51) Market Trends and Recovery(03:59) Portfolio Changes and Small Cap Bets(04:26) Auto and Industrial Power Investments(08:18) Fab Equipment Providers(11:42) Fabless Chip Design Investments(14:08) Conclusion #smallcapstocks #semiconductorstocks #onsemi #wolfspeed #microchip #appliedmaterials #monolithicpowersystems #ouster #enovix #quantumscape #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 the companies as discussed in the video.
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/After Adobe wasn't able to acquire Figma a couple of years ago, the fast-growing creative software platform is going to IPO. Chip Stock Investors Nick and Kasey discuss why they're interested, risks to be aware of, and Figma's potential path forward as a great long-term investment.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form*****************************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Figma's Market Position and Strategy(05:05) Figma's Business Model and Financials(06:02) Figma's IPO and Future Plans(10:47) Competition and Market Dynamics(14:22) Conclusion #figma #figmaipo #ipo #smallcapstocks #semiconductorstocks #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Show How Your Valuation Is Already Achieved Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Valuation is a key factor in a startup's fundraising. Most startups show an aspirational valuation and then spend the pitch trying to convince investors it's appropriate. Most use their forecasted revenues to justify their valuation. Forecasts hold little value to the investor and often leave them unconvinced about the proposed valuation. Instead of using revenue, articulate the values already in the business. Highlight the intellectual property and its value by showing comparables with other companies. Show recent exits in which the IP was a central part of the valuation. Show the other assets in the business, such as the team and their track record. Call out the customers that you have already won. Show the product and what has been built so far, and highlight the revenue generation underway. In raising funding, show that your valuation has already been achieved. Make the case by showing specific values already in the business that add up to the proposed valuation. Futures hold little value to the investor. Focus on what's in the business today. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _______________________________________________________ For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group Please , share, and leave a review. Music courtesy of .
This week on The Necessary Conversation, the Kultgen Family dives into the most chaotic week in American politics yet—featuring billion-dollar bills, flooded detention centers, and a potential UFC cage fight… on the White House lawn.
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: You should never treat any opinion expressed by the hosts of this content as a recommendation to make a particular investment, or to follow a particular strategy. The thoughts and commentary on this show are an expression of the hosts' opinions and are for entertainment & informational purposes only.
Sean “Diddy” Combs is convicted on prostitution-related charges, but found not guilty of more serious sex trafficking and racketeering charges. We look at the jury's verdict, and the reaction.And: U.S. President Donald Trump says Israel has agreed to the “necessary conditions” to get a ceasefire in Gaza. But it's unclear what's been agreed to – if anything.Also: Canada's hurricane forecasters are losing information from three key satellites – with just weeks to go until peak storm season.Plus: The projects for the One Canadian Economy bill, Prime Minister Carney talks EV mandates with automakers, the Dalai Lama says he will have a successor, Trump's spending bill faces a challenge in the House, and more.
On this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of the markets amid geopolitical tensions in the Middle East and the implications for oil prices and overall investor sentiment. Then, Kathy Jones sits down with Mike Townsend, Schwab's managing director of legislative and regulatory affairs, to discuss the evolving geopolitical landscape, particularly the U.S. involvement in the Middle East and its implications for foreign policy. They explore market reactions to recent conflicts, the current state of tariffs and trade negotiations, and the impact of immigration policies on labor markets. Additionally, they highlight key policy issues for investors to watch in the second half of the year, including the potential for deregulation and the future of cryptocurrency regulation.You can follow Mike Townsend on LinkedIn or X.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. 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Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Currency trading is speculative, volatile and not suitable for all investors.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures productsAll names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intendedShort selling is an advanced trading strategy involving potentially unlimited risks, and must be done in a margin account. [There is no guarantee the brokerage firm can continue to maintain a short position for any period of time. Your position may be closed out by the firm without regard to your profit or loss.](0625-B9S2)