Podcasts about forecasts

Bob is the created and owner of Trade Genius Academy. Bob also does a podcast on YouTube which is called Trade Genius.   Bitcoin, after experiencing a recent dip below $90,000 amid a 30% correction from its highs and bearish indicators like a death cross, is poised for a rebound driven by stabilizing macroeconomic conditions and optimistic forecasts from analysts. Projections suggest an 18-22% increase, potentially pushing BTC to $112,000-$118,000 by the end of November 2025, with technical indicators pointing to a short-term rise to around $92,352 by November 21, fueled by renewed investor confidence and market recovery scenarios. Experts highlight top reasons for this upturn, including potential boosts from emerging Layer-2 solutions like Bitcoin Hyper, which could enhance scalability and drive broader adoption, countering current downward pressures and setting the stage for a bullish trajectory into 2026. President Trump is actively bringing back competition and removing elements of socialism through a series of executive actions aimed at dismantling regulatory barriers that stifle free enterprise. In April 2025, he signed an order directing federal agencies to identify and reduce anti-competitive regulations across the economy, fostering a more dynamic marketplace. This was followed in August by the revocation of Biden-era policies on non-competes and competition, effectively turning back the clock to an era of federal deregulation that prioritizes individual business freedom over government intervention. Additional measures, such as enabling competition in the commercial space industry, underscore his administration's push against socialist-style overreach, even as critics label some interventions as state capitalism, ultimately aiming to empower private enterprise and reduce bureaucratic socialism. The U.S. economy in 2026 is set to take off, with White House projections anticipating a return to robust growth of 3% to 4% by the first quarter, rebounding from any slowdowns caused by prior disruptions like the 43-day federal shutdown. Forecasts indicate an average expansion of 2.4%, heating up early in the year due to impacts from policies like the OBBBA, which could boost both growth and inflation before settling into sustained momentum. While some analyses predict a dip to 1.4% from 1.8% in 2025 amid uncertainties like tariffs, the overall trajectory points to a rebound above 2% by 2027, with unemployment edging only slightly upward and inflation remaining above target, signaling a vigorous economic liftoff driven by policy-driven stimuli and resilient fundamentals.

REVIEW Michael Bernstam of the Hoover Institution analyzes the impact of sanctions on Russia, whose economy is hurt by cheap oil prices. The International Energy Agency forecasts a significant oil glut of 2 to 4 million barrels per day surplus in 2025 and 2026. This, along with US deregulation, means cheaper oil, potentially causing Russia to stumble into a deep recession. Guest: MichaelBernstam.

Forecasts only matter when they help you make better moves. We lay out a clear-eyed view of the 2026 pool season: modest 2–3% industry growth, a slowdown in new builds, and a steady shift toward service demand—especially across apartments, HOAs, and townhome communities where shared pools are now standard amenities. If you've wondered whether to raise rates, chase commercial accounts, or lean into software, this conversation connects the dots with straightforward guidance you can use.We unpack why service remains resilient even in a flat economy: convenience, safety, and complex equipment keep homeowners outsourcing. At the same time, AI is compressing some white-collar job markets and nudging more people into the trades, which means more competition without a surge in backyard pools. That's your cue to prioritize commercial accounts, tighten operations, and adopt simple tech that trims windshield time and improves documentation. Expect incremental product improvements—not breakthroughs—and plan for equipment and chemical prices that rarely roll back once they rise.You'll hear a practical plan for communicating price increases, using data from last year's costs to set fair, sustainable rates. We cover regulatory currents—from single-speed pump restrictions to shifting 1099 employment rules—and how to adapt without drama. Along the way, we spotlight tools like modern routing and service apps that streamline reporting, build client trust, and strengthen proposals for upgrades. The message is steady and actionable: protect margins, seek reliable commercial revenue, and use technology to deliver consistent, transparent service.If this helped you get your 2026 plan in shape, subscribe, share the show with another pool pro, and leave a quick review to help others find it. Got questions or want the price increase template? Email David at swimmingpoollearning.com and let's dial in your strategy.We share a grounded forecast for the 2026 pool season, from modest industry growth and rising input costs to the emerging edge in commercial accounts andSend us a textSupport the Pool Guy Podcast Show Sponsors! HASA https://bit.ly/HASAThe Bottom Feeder. Save $100 with Code: DVB100https://store.thebottomfeeder.com/Try Skimmer FREE for 30 days:https://getskimmer.com/poolguy Get UPA Liability Insurance $64 a month! https://forms.gle/F9YoTWNQ8WnvT4QBAPool Guy Coaching: https://bit.ly/40wFE6y

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at the latest changes (or proposed changes) from FHFA. Plus, Robbie sits down with MBA's Joel Kan for a discussion on the mortgage industry's cautiously optimistic outlook, with steady purchase activity, emerging refi opportunities, and expected annual originations above $2 trillion, despite regional housing softness, a gradually weakening labor market, and uncertain short-term impacts from AI. And we close by examining what the economic calendar should look like now that the government is back up and running.Thank you to Figure. Figure is shaking up the lending world with their five-day HELOC, offering borrower approvals in as little as five minutes and funding in five days. Figure has hundreds of partners in the Banking, Credit Union, Home Improvement, and of course, IMB space embedding their technology. Lenders, give your borrowers an experience they will rave about. Learn more at figure.com.

In this episode of Chip Stock Investor, we provide an in-depth update on Ubiquiti and Arlo Technologies. We discuss Ubiquiti's recent financial performance, including their sequential revenue growth, debt status, and inventory levels, and analyze the potential reasons behind their recent stock performance.The focus then shifts to Arlo Technologies, exploring their transition to a subscription-based business model, revenue trends, and profitability metrics. Additionally, we consider the impact of the broader economic environment on these companies and offer insights into potential investment strategies. Chapters00:00 Ubiquiti's Performance03:21 Ubiquiti's Financial Health and Market Response04:26 Analyzing Ubiquiti's Inventory and Market Trends08:20 Arlo Technologies09:19 Arlo's Business Model and Financials11:43 Arlo's Market Position and Future OutlookJoin 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. #arlo #arlostock #ubiquiti #ubiquitistock #uistock #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, Kathy Jones and Liz Ann Sonders discuss some recent investor' questions involving credit risks, government debt, and the potential for an AI bubble. Then, Mike Townsend, Schwab's Washington-based political analyst, joins the show to discuss the end of the government shutdown. He and Liz Ann and Kathy cover the provisions within the agreement to reopen the government, including the potential extension of subsidies for the Affordable Care Act. They also discuss the upcoming Supreme Court ruling on tariffs and how the government might take a while to get caught up on data releases involving employment and inflation information. Kathy and Liz Ann routinely answer questions about the effects of government debt and deficits, and they ask Mike Townsend for his thoughts on how and when that issue might be resolved. Finally, they address upcoming changes to the tax code and the political fallout of the shutdown.You can keep up with the latest developments out of Washington—and learn how they might affect investors—by following Mike Townsend on X and LinkedIn. You can also listen to and follow his podcast, WashingtonWise.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.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.This information is not a specific recommendation, individualized tax  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.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.(1125-9E27) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Host: Cindy Allen Published: November 14, 2025 Length: ~14 minutes Presented by: Global Training Center Summary This week on Simply Trade: Cindy's Version, Cindy Allen breaks down a whirlwind of trade developments—from the end of the federal shutdown to a rapid string of new tariff exemptions and reciprocal deals. Inspired by Taylor Swift's Death by a Thousand Cuts, Cindy explains how the industry isn't being overwhelmed by one big policy shift, but by the relentless series of small, fragmented, high-impact changes that hit importers, customs brokers, and compliance teams day after day. From air freight instability to Switzerland–U.S. negotiations, CAFTA carve-outs, and Argentina beef exemptions, Cindy sheds light on both the economic impact and the behind-the-scenes operational work that trade professionals must perform every time a new deal hits the headlines. This Week in Trade • The federal shutdown ends and the aviation system begins stabilizing • FAA restores routes after up to 6% of flights were cut • Air freight is preparing for a possible late-season peak (but uncertainty remains) • Global shipping flows shift again: • Europe, Middle East, Central America lanes show growth from China • U.S.-bound volumes remain down year-over-year • Anchorage continues its rise as a major air freight hub • Forecasts indicate overall soft demand for the remainder of the year New Trade Developments • U.S.–Switzerland trade deal announced (Details forthcoming; likely modeled after UK/EU/Japan tariff frameworks) • Central America tariff revisions under CAFTA • Expected apparel exemptions for Guatemala & El Salvador • Guatemala coffee exempted — positive for major U.S. importers • Argentina beef tariff reductions • Good for consumers • Raises sensitivity with U.S. cattle industry Here's a strong, concise paragraph version that keeps all the meaning but reads smoothly and professionally: Why This Feels Like “Death by a Thousand Cuts” Cindy explains that today's trade environment is overwhelming not because of one major policy shift, but because of the constant stream of piecemeal announcements that arrive without warning. Industry groups have little opportunity to offer input, and each new deal or exemption forces customs brokers into a full operational cycle—from interpreting vague notices and waiting for CSMS or Federal Register clarification to updating systems, revising SOPs, identifying affected HTS numbers, retraining teams, and notifying clients. Importers face a parallel burden as they update classifications, reevaluate landed costs, adjust sourcing and contracts, and communicate financial impacts across their organizations. With several new deals dropping within just a couple of days, teams are completing multiple implementation cycles back-to-back, making the pressure feel like a true “death by a thousand cuts.” Key Takeaways • The shutdown is over, but volatility continues across aviation and freight • Global trade flows are shifting, but the U.S. remains an outlier in demand • New tariff deals bring benefits but impose significant operational burdens • Compliance and broker teams are stretched thin by continuous policy shifts • The industry is experiencing a true “death by a thousand cuts” RESOURCES & MENTIONS • Global Training Center • TradeForce Multiplier Credits Host: • Cindy Allen – LinkedIn • Trade Force Multiplier Producer: • Lalo Solorzano – LinkedIn Subscribe & Follow New episodes every Friday. Presented by Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals. Connect with us: • Simply Trade Podcast on LinkedIn • Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community Don't forget to rate, review, and share with your fellow trade geeks!

With candidate filing for the 2026 elections just weeks away, Andy Jackson of the John Locke Foundation joins us to unpack the newly updated Civitas Partisan Index — a key measure of how North Carolina's legislative and congressional districts lean politically. Andy explains how the CPI works, what makes a district “toss-up,” “lean,” “likely,” or “safe,” and what the numbers suggest about which party could hold power after 2026. We talk about past election surprises, how candidate quality and wave elections can flip districts, and why 2026 could be a bumpy ride for #NCPOL with Republicans on defense and Democrats seeing opportunity. Plus, Skye and Brian break down a busy week in North Carolina politics — from Governor Stein calling for a special session, to Republican legislators visiting the White House, to new polls, political rumors, and more. The Do Politics Better podcast is sponsored by New Frame, the NC Travel Industry Association, the NC Beer & Wine Wholesalers Association, the NC Pork Council, and the NC Healthcare Association.  

Allegro MicroSystems (ALGM), is key fabless designer that has a large power chip and sensor portfolio. Historically ALGM has been primarily in the auto and industrial end market. and now has more customers in data center as well as in robotics. Learn about Tunneling Magneto-resistance (TMR) sensor technology—an upgrade from older Hall Effect sensors—that is crucial for high-voltage applications in Electric Vehicles (EVs), green energy, and the imminent rise of industrial automation and robots. We explain the physics behind TMR and why Allegro is a leader in this high-precision, high-cost, and high-potential market.We also review the latest financial guidance, which shows a sequential revenue increase in a typically seasonally slow quarter, signaling a recovery in the auto and industrial chip cycle. Discover why Allegro is positioned as one of a "basket of power and sensor chips" for the physical AI and robotics market and where they fit in the competitive semiconductor landscape.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!Chapters:0:00:00 - Allegro's Place in the Semiconductor Supply Chain (Fabless Designer)0:01:21 - The Sanken Electric, Polar Semiconductor, and TSMC Connection0:02:10 - Market Focus: Automotive and Industrial 0:03:22 - Magnetic Sensor Technology Evolution (Hall Effect to TMR)0:03:55 - Understanding Magnetic Fields and Hall Effect Sensors0:06:05 - Moving to Magneto-Resistive (MR/GMR) Sensors0:07:07 - Tunneling Magnetoresistance (TMR) Sensors0:08:00 - The High Cost and Future Adoption of TMR0:09:05 - Allegro's 48-Volt Ready Power Architecture0:09:50 - End Markets: Automotive (ADAS, Powertrain) and Industrial (Robotics, Data Centers, Solar)0:10:20 - Data Center Market Opportunity Per Server Rack0:11:00 - The Content Opportunity in Robotics and Physical AI0:12:35 - Power and Sensor Chips in Every Robotic Joint0:13:20 - Q3 FY2026 (Calendar Q4 2025) Guidance Overview0:14:15 - Breaking the Seasonal Trend (Sequential Revenue Increase)0:14:50 - Valuation and Growth Cycle Positioning0:15:47 - Investment Conclusion*********************************************************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. #allegromicrosystems #algmstock #sensors #robotics #roboticsstocks #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 Allegro Microsystems

We check in with Dan Rice, associate professor of marketing at LSU, on the forecast for holiday spending this year.

As eight counties are issued a Status Yellow rain warning today, drivers are urged to take care as spot-flooding and poor visibility are expected, but are these warnings enough, or should we look to revamp our flood warnings here to account for high rivers and saturated land?Joining Ciara Doherty to discuss is Alan O'Reilly from Carlow Weather and Danny Collins, Independent Ireland Cllr.

SummaryBranden McRill, Detroit-raised restaurateur, operator, and Michelin-star winner, traces a career from dish pits to Alinea and stints with Danny Meyer, Jean-Georges, Alain Ducasse, Marcus Samuelsson, and more, before cofounding acclaimed NYC spots Pearl & Ash and Rebelle (earning a Michelin star within months). He then expanded to Philadelphia, while recently relocating home to Michigan. He shares a philosophy that rejects “balance” in favor of riding life's waves, embracing calm and chaos, paired with risk tolerance and a bias for action. McRill argues hospitality pros are innate givers who deserve tools that free them to be present with guests; that's the promise of 5-out, his forecasting and automation platform that continuously re-forecasts sales, labor, and product needs (and can close the loop on purchasing and prep), augmenting, not replacing, human judgment, especially on messy, human scheduling. He sees adoption accelerating as AI gets embedded in existing systems.  Waves, not balance: McRill manages life and work by accepting cycles of calm and intensity and staying steady through both. Risk forward: He credits outsized wins to taking big swings, and not letting fear of others' opinions block action. From Alinea to Michelin: Early exposure to elite kitchens set standards that shaped Pearl & Ash and Rebelle, which earned a Michelin star just months after opening. Hospitality first: The joy is creating experiences that “wash over” guests; tech should buy back time for that human work. Tech as a new teammate: AI in restaurants does the jobs most shops aren't doing (analysis, forecasting), rather than replacing core human roles. What 5-out does: Pulls POS, weather (historic + forward), traffic, and local events to forecast revenue by hour; converts that into labor budgets, item-level sales, purchasing, and automated prep lists. Closed loop optionality: 5-out can auto-send POs and prep, or let teams review/override—human in the loop where it matters. Re-forecasting nightly: Like a stock ticker, the plan updates every day so operators always see the best available signal. Why some don't adopt: Cost, another login, and rollout friction - hence faster traction with multi-unit groups that have champions. Future = partnerships: Mass adoption for independents will come as AI embeds inside familiar tools; best results will come from specialized apps working together (e.g., Schedulefly + 5-out).

Is the most profitable use of AI in 2025 generating videos of kittens trading stocks? Not quite. The digital advertising industry still reigns supreme as the best use of AI, and AppLovin stands out as a key player. This episode dives deep into AppLovin's recent financial performance, the SEC probe, and their exciting new ventures into e-commerce with a self-serve ads platform. We'll also cover their Q3 2025 earnings, growth rates, free cash flow, and future prospects. Plus, a sneak peek into our new Chip Stock Investor web app.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.#applovin #appstock #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 AppLovin

Ouster (OUST) is a small-cap player in LIDAR, aiming for a role in AI infrastructure and Physical AI. After a pullback following its Q3 2025 earnings, we dive into the financials to see if this "prove it" stock is a buy the dip candidate.We analyze the company's supply chain, key customers like Serve Robotics, and break down Ouster's progress toward its long-term financial goals for revenue growth, gross margins, and operating expenses. While Q3 showed strong revenue acceleration, a look at free cash flow and the dilutive effect of the ATM program highlights the trade-offs of investing in a high-growth small-cap business.We also revisit a special valuation method we use for companies that aren't yet profitable to determine what Ouster would be trading at if it hit a 20% free cash flow margin. Tune in for our full analysis of Ouster's stock performance and outlook.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/Chapters:00:00 Ouster's Supply Chain: Fabless Model & Key Partners (Benchmark, Fabrinet, Amazon)02:00 Amazon Warrants & Customer Relationships (Serve Robotics)03:00 Ouster's Long-Term Business Goals03:50 Revenue Growth: Hitting the 30-50% Target05:00 Gross Margins: Beating the 35-40% Goal05:30 Operating Expenses: Above Q3 '23 Levels due to R&D07:00 Free Cash Flow & Balance Sheet Concerns07:30 ATM Program & Share Dilution09:00 Ouster's Valuation: The 20% Free Cash Flow Margin Scenario11:00 The Small Bets Basket: Why Ouster is a "Prove It" Stock12:00 Our Final Thoughts on Ouster StockSign 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. #ouster #ouststock #lidar #smallcapstocks #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 Ouster

For a while it seemed like all the earnings growth was coming from a short list of major tech firms, but now that has begun to change, says Dr. Dirk Steffen, the Private Bank's EMEA CIO. "The lead in terms of earnings growth by these mega caps is actually narrowing somewhat ", Dirk says. “This is a positive and healthy sign for the stock market in our view.”But that is not a reason to be excessively exuberant, Dirk says. “It's important not to get carried away by these very solid numbers,” though he acknowledges that results so far have been “a huge win for corporate America.” And while the reporting season continues, Dirk says he'll be paying attention to results from some European firms this week for further clues about how they are coping with tariffs and shifting trading patterns.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

While all the focus is on the massive AI Data Center deals with OpenAI and Oracle, which could generate over $100 billion in revenue over ther course of 3 years , the near-term profit story is all about CPUs, PC/laptop stabilization, and EPYC. The shift to maximizing revenue growth—even with a potential 10% share dilution from the OpenAI equity award —is a big change for AMD investors. Chip Stock Investor breaks down the numbers, the massive GPU/MI400 series deployment risk , the surprising profit centers in Q3, and an updated Reverse DCF valuation. 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-formChapters:0:00:00 Intro: The AMD AI Pivot and Q3 Earnings 0:00:58 Data Center Segment: CPU is the Biggest Profit Driver 0:01:54 CEO Lisa Su: Epyc CPU Revenue Triples YoY in Q30:03:36 The Big Shift: Share Dilution for OpenAI & MI400 GPU 0:05:32 Client & Gaming Segments Fixing Profit Margins 0:06:21 The MI400 Inflection Point and $100 Billion Revenue Potential 0:08:26 Updated Reverse DCF Valuation for AMD Stock 0:10:48 Our Final TakeIf 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.#amd #amdstock #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 AMD

In this episode, host Reese Tisdale is joined by Bluefield analyst Megan Bondar to unpack the pressures and opportunities shaping water reuse—a cornerstone of resilient water supply planning that's gaining momentum across the U.S. Bluefield's latest analysis projects US$47.1 billion in CAPEX for municipal reuse infrastructure through 2035, highlighting a shift in how utilities and cities are thinking about long-term water resilience. From California's drought-driven projects to saltwater intrusion along the East Coast, water reuse is expanding. In this conversation, Reese and Megan explore what's driving this growth—and what it means for utilities, communities, and the industries that depend on them. In this episode: What's behind the surge in water reuse investment—and how it reflects a new mindset around resilience. How utilities and policymakers are addressing challenges like cost, permitting, and public perception. Why potable reuse is emerging as a larger share of new capacity additions by 2035. How regional factors—from groundwater depletion in the West to saltwater intrusion in the East—are shaping different approaches. The role of industrial demand, especially from data centers, in accelerating public-private partnerships for reuse. What separates the leaders from the laggards in planning, financing, and executing reuse projects. 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. Municipal Water Reuse: Market Trends and Forecasts, 2025–2035 

Metro Vancouver signals $837 property tax hike in 2026 (0:45) Guest: Daniel Fontaine, New Westminster City councillor and mayoral candidate Why are perfectly good homes filling Coquitlam's landfills? (15:04) Guest: Craig Hodge, City councillor in Coquitlam and mayoral candidate; Vice chair of Metro Vancouver's Zero-Waste Committee; Chair of the Nation Zero Waste Council Forestry struggles, Site C costs, and Carney's first budget: What's next for B.C.? (25:37) Guest: Richard Zussman, Global B.C. Legislative Reporter Feds plan to tackle trucker exploitation in latest budget (40:08) Guest: Dave Earle, President and CEO of the B.C. Trucking Association Legendary musician Bif Naked rocks Vancouver with new documentary (52:51) Guest: Bif Naked, Platinum Recording Artist and Best-Selling Author Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textBOOK YOUR NOVEMBER READING NOW! www.jilljardineastrology.comOrder Jill's Book "Sacred Sound Formulas to Awaken the Modern Mind:" https://innerpeacepress.com/products/sacred-sound-formulas-to-awaken-the-modern-mindShockwaves of truth, waves of calm. November 2025 brings the Taurus full moon's practical grounding, Scorpio's x-ray vision, and a rare mix of retrogrades that turns the spotlight inward so real change can take root. We walk through the month's key dates—Mars into Sagittarius, Venus into Scorpio, Mercury's two-part retrograde, Jupiter retrograde in Cancer, the Scorpio new moon, and Saturn stationing direct in Pisces—and translate them into moves you can make without burning out your nervous system.We start by framing the month's tone: clarity through embodiment. The Taurus full moon on November 5 asks what you keep and what you release around self-worth, money, and stability, while Scorpio flushes hidden motives and old patterns to the surface. From there, Mercury retrograde first challenges bold beliefs and travel plans in Sagittarius, then dives into intimate truths in Scorpio, where power dynamics, secrets, and emotional contracts demand a revision. Jupiter's retrograde in Cancer reframes abundance as safety, rest, and roots; a grand water trine supports deep healing, softer boundaries, and honest conversations with family and self.Mid-month, the Scorpio new moon offers a decisive reset: compost baggage, reclaim authority, and plant the kind of seeds that actually grow. Then Saturn stations direct in Pisces, testing spiritual talk against daily practice. We share grounded strategies—how to navigate travel and contracts, where to pause, and what to repair first—so you can make smarter choices, not louder ones. To cap it off, we deliver a clear, practical sign-by-sign forecast with lucky days and focused advice for love, money, work, and emotional health.If you're ready to align with the sky rather than react to it, this guide is your map. Subscribe, share with a friend who needs calm, and help more listeners find practical astrology that actually helps.NOVEMBER KEY DATES:  11/4-12/15: Mars transits SAG;                                        11/5: FULL MOON IN TAURUS- 11/6 -12/7: Venus in Scorpio                          Mercury retrograde from 11/9-11/29- in Sag from 11/9-11/18 in Scorpio from 11/18-11/29JUPITER RETROGRADE on 11/11-3/11/2611/18 Mercury slides into Scorpio retrograde   11/20 SCORPIO NEW MOON11/21 Sun enters SAG11/27: Saturn goes direct in Pisces - Thanksgiving11/29: Mercury goes directSupport the show

ServiceNow and Netflix are splitting their stock in late 2025! In this video, we break down ServiceNow's 5-for-1 split (happening in December) and Netflix's 10-for-1 split (in November).We dive into the key reasons why high-growth companies like these, which have seen awesome revenue growth, choose to split their stock, including the often-overlooked motivation of managing employee stock awards and incentives.Is a stock split a sign of a coming stock price increase? Historically, stocks tend to do well immediately after a split, but we explain why the real long-term focus should be on Free Cash Flow per Share and continued growth. 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-formChapters:0:00:00 - Netflix & ServiceNow Stock Splits0:01:30 - ServiceNow's 5-for-1 Split Details0:01:57 - What ServiceNow Does (Workflow Automation, AI, Nvidia Relationship)0:03:55 - The Primary Reason for the ServiceNow Stock Split (Employee Compensation)0:05:30 - Netflix's 10-for-1 Split Details and Key Drivers (Global Expansion, Ad Tiers)0:06:40 - Stock Split Explained: Why More Shares Doesn't Equal More Value0:08:45 - The REAL Reason Split Stocks Often Keep Rising0:09:40 - What Long-Term Investors Should ACTUALLY Focus On If 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. #netflix #servicenow #nowstock #nflxstock #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 Netflix and Servicenow

*NEW 6-PART SERIES DROPS NOV 10th* Explore the 2026 collective energy shifts and psychic predictions with Helen Jacobs, with a new series starting November 10th. Over six weekly episodes, we'll dive into: What the 2026 energy forecast reveals for the collectiveKey psychic themes, dates and global predictions for the year aheadHow Helen's work and The Guided Collective are evolvingThe link between your personal awakening and the global shiftPreparing for the next wave of energetic and spiritual changeHow The Guided community will support you in 2026A new era begins for The Guided Collective -- not just the podcast, but for all those riding the wave of energetic upgrades in collective consciousness. About your host, Helen JacobsI never set out to work as a psychic, but life had other plans! After a life-altering spirit visitation, I left a career in PR to follow my intuition in creating a platform and community for those who also want to live their true life path. Some 15 years later, I am still using my gifts to mentor, write and speak about the very same. Come say hi on Instagram or join The Guided membership for support, guidance and all the tools to navigate these uncertain times. Explore all my other tools, tips and resources and how to work with me at helenjacobs.co.

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!

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.

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

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.

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.

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

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

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.

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

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.

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.