Podcasts about forecasts

This episode of On Investing looks at a market environment increasingly shaped by persistent inflation, rising long-term Treasury yields, fiscal concerns, and renewed trade tensions. Liz Ann Sonders and Collin Martin begin by discussing the latest inflation data, which continues to show price pressures well above the Federal Reserve's 2% target. While wage growth is not driving inflation, they highlight several other forces keeping inflation elevated, including energy prices, tariffs, and the massive investment required to support the AI boom. The conversation then turns to Treasury Secretary Scott Bessent's efforts to influence long-term interest rates after yields surged. Collin argues that Bessent's actions are understandable given concerns about mortgage rates and borrowing costs, but he views them as a short-term response to a much deeper issue: the nation's growing debt burden and ongoing fiscal deficits. Both hosts suggest that attempts to manage yields address the symptoms rather than the underlying causes. They also explore the potential tension this creates with the Federal Reserve, which may prefer tighter financial conditions to combat inflation. The episode closes with a look ahead to the Fed's Jackson Hole conference, upcoming labor market reports, purchasing manager surveys, and other economic data that could shape expectations for both growth and Fed policy. You can read the report Liz Ann mentions here: "Great Moderation Era: Drift(ing) Away." On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. 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. Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see Schwab.com/IndexDefinitions Negative correlation refers to investments that tend to move in opposite directions: when one rises, the other falls. (0826-1AXY) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Steak and Sandra reflect on the Atlanta Falcons' five-year struggle at the quarterback position and the likelihood of drafting another signal-caller in the near future. They examine Michael Penix Jr.'s outlook, the hype surrounding undrafted Division II standout Jack Strand, and the upcoming series between the Braves and Dodgers. 01:00 - Falcons Quarterback Carousel History 07:15 - Jack Strand NFL Hype 14:44 - Braves vs Dodgers Preview

In this episode of On Investing, Liz Ann Sonders and Collin Martin examine the recent surge in global bond yields and what it means for investors. Collin explains that long-term Treasury yields have risen due to a combination of the Federal Reserve's hawkish posture, elevated uncertainty premiums, fiscal concerns, and a global move higher in interest rates. He emphasizes that inflation expectations remain relatively well-behaved, suggesting the rise in yields is less about fears of runaway inflation and more about uncertainty, government borrowing needs, and a "higher for longer" interest rate environment.  Liz Ann discusses how higher yields affect stocks, noting that growth-oriented sectors, real estate, and utilities are particularly sensitive to rising rates. She also argues that investors may be operating in a more volatile "Temperamental Era," where inflation and bond yields play a larger role in driving equity market performance than they did during the decades-long "Great Moderation."  Then, Liz Ann interviews former St. Louis Fed President Jim Bullard, who argues that the Federal Reserve risks falling behind the curve by tolerating inflation near 3% rather than returning it to its 2% target. Bullard shares his views on monetary policy, AI's potential impact on productivity, geopolitical risks, financial markets, and the evolving economic landscape.  Finally, Liz Ann and Collin provide a preview of upcoming economic indicators and data releases, including the Fed's preferred inflation measure, housing data, and consumer sentiment surveys. You can read the report Liz Ann mentions here: “Great Moderation Era: Drift(ing) Away.” On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. 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 are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. (0826-Z0K4) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What's up everyone, today we have the pleasure of sitting down with Kathleen Schaub, Author, Strategist, and Advisor in Marketing Management and Organizations.We cover:(00:00) - Intro (01:19) - In This Episode (04:45) - Why Marketing Behaves More Like Weather Than a Machine (08:49) - The Four Mindsets Marketing Leaders Need for Complex Markets (14:06) - Why ROI Doesn't Work as a Marketing Measurement (18:19) - What Causal AI Can Actually Tell You About Marketing (28:37) - Why Your Marketing Budget Works Like an Investment Portfolio (34:21) - What Marketers Should Actually Be Held Accountable For (38:49) - The Surrogation Trap Behind Single Marketing Metrics (44:09) - Why Marketing Managers Should Create Conditions Instead of Commands (50:00) - How Pace Layering Makes a Marketing Budget Adaptable (57:16) - How Intention Decides What Deserves Your Energy Summary: Marketing has spent a century pretending it's a machine you can feed cash and read like a receipt, and Kathleen Schaub is here to take that apart. She makes the case that markets behave more like weather than vending machines, walks through her 4 mindset shifts for leading in the chaos, and explains why a single north-star metric quietly wrecks your decisions. Along the way there's a butterfly in Brazil, a cucumber garden in Canada, a poker champion, and a COO who begged for the book on a cruise. If you've ever had to defend marketing ROI in a boardroom and felt the ground move under you, this conversation names what's really going on.About Kathleen SchaubKathleen Schaub is an author, strategist, and advisor focused on marketing management and organizations, working through KathleenSchaub.com. She spent 9 years leading IDC's CMO Advisory practice, where she advised hundreds of technology marketing leaders, and she's a longtime contributor to leading martech publications including CMSWire. Her work argues that markets are complex adaptive systems rather than predictable machines, and her book lays out 4 mindset shifts, investor, navigator, statistician, and ecologist, for leading marketing in a volatile world. These days she splits her time between writing, advising, passion projects, and being a grandmother of 2.Why Marketing Behaves More Like Weather Than a MachineEvery marketing leader has sat across from a finance executive who wants one thing. Put a dollar in, know what comes out. Budgets get built on that promise. Forecasts get defended on it. And every year, the results wander off somewhere the model never predicted.Kathleen has spent more than a decade explaining why that keeps happening. Her line is that marketing is not a vending machine. A vending machine is controllable and predictable. You put your money in, you press the button, you get the exact thing you chose. Executives, she says, would give almost anything for marketing to work that cleanly. Marketing never has.The weather comparison is a humbling one. We carry supercomputers in our pockets, we have decades of atmospheric data, and we still can't say for sure whether it'll rain tomorrow. Marketing runs on something messier than the atmosphere, which is people. Buyers, brands, influencers, partners, and the economy, all reacting to each other at once. Kathleen calls the result a complex system, the kind scientists study, where every interaction feeds back into the next and quietly introduces unknowns into every situation.That's the part most measurement frameworks skip over. Marketers, salespeople, and customer experience teams all work at the edge of the company, the seam where the controllable inside meets the uncontrollable outside. Their whole job is to manage, predict, and measure a world that refuses to hold still. No amount of dashboard polish changes the fact that half the inputs live outside the building.Kathleen keeps the parts of the old factory toolkit that still earn their place. The shift she wants is smaller and harder to swallow. Accept that markets are what the military calls VUCA, volatile, uncertain, complex, and ambiguous, then adopt measurement practices built for that reality instead of pretending the reality is something tamer. The methods already exist. Other fields use them every day. Marketing just hasn't bothered to translate them yet.The uncomfortable implication is that a lot of the dashboards marketing teams present with total confidence are measuring a machine that was never really there. The teams that win the next decade will be the ones who stop apologizing for uncertainty and start building for it.Key takeaway: Audit your current reporting for any number you present as a guarantee. Rewrite each one as a range or a probability, and rehearse saying "here's what's likely and here's what could move it" before your next budget review. Present every forecast as a weather report, a set of ranges you can actually defend.The 4 Mindsets Marketing Leaders Need for Complex MarketsYou can buy a new attribution platform, restructure the team, bolt on a dozen dashboards, and still land exactly where you started. Kathleen thinks she knows why. You changed your operations without changing the thing that steers them, which is your mindset. She treats mindset as the director of every action a team takes. Leave it untouched, and every operational upgrade delivers roughly the same results you've always had.Her favorite way to explain this comes from Buddhism. Your mind is the ox, and the cart is everything the ox drags behind it, every outcome your marketing produces.The leverage is quieter than it looks. Change your mindset and the dozens of small decisions you make every day start bending, even slightly, and over enough decisions you end up miles from where the old direction would have taken you. That's why the mindset has to move first. The 4 she recommends all come from worlds that are genuinely volatile and complex, but they're worlds anyone can picture, and each one maps onto something marketing leaders already wrestle with.Investor: stop treating the budget like a cost center you spend down, and start treating it like a portfolio you risk for a better future return., Navigator: change the relationship between your plan and your measurement, adapting like a pilot or a sailor who reads the conditions in front of them instead of clinging to the route., Statistician: give up the hunt for certainty and accept that everything in the human and natural world runs on probability. Kathleen calls this the hardest of the 4 because our brains hate it., Ecologist: manage the conditions people work in, because behavior arises from the intersection of an individual and the context around them, so managing the person by themselves only covers half of it.Read them together and a pattern shows up. Every one asks you to trade the illusion of control for the ability to adapt. That trade is where most transformation efforts quietly die, because swapping tools is easy and swapping beliefs is not.Key takeaway: Before you approve the next platform or reorg, write down the belief driving it in one sentence. If that belief still assumes marketing is predictable and controllable, fix the belief before you spend the money. Pick one of the 4 mindsets and name the single daily decision it would change for you this quarter.Why ROI Doesn't Work as a Marketing MeasurementAsk a room of marketers what keeps them up at night and ROI lands near the top every time. It's the question waiting in every board meeting. What drove revenue last month, and how much will this next bet add? Kathleen has been chasing that question longer than most. Running IDC's CMO advisory practice for 9 years, she kept asking leaders whether they were actually getting ...

Künstliche Intelligenz verändert aktuell viele Bereiche der Logistik – auch die Personaleinsatzplanung. In dieser Folge werfen wir einen Blick zurück auf eines ihrer ersten gemeinsamen Projekte im Bereich Workforce Management und diskutieren, wie sich die Anforderungen in den vergangenen Jahren verändert haben. Während früher oft einfache Excel-Modelle und historische Daten ausreichten, sorgen heute volatile Märkte, E-Commerce, Influencer-Kampagnen und immer kürzere Reaktionszeiten für deutlich komplexere Planungsanforderungen. Die spannende Frage lautet deshalb: Wie kann KI dabei helfen, Personalbedarfe genauer vorherzusagen und Ressourcen effizienter einzusetzen? • Warum klassische Personaleinsatzplanung in modernen Logistiknetzwerken an ihre Grenzen stößt • Wie KI Forecasts durch zusätzliche Einflussgrößen und Mustererkennung verbessern kann • Welche Rolle Echtzeitdaten, digitale Zwillinge und Simulationen in der Logistik spielen • Warum flexible und vielseitig qualifizierte Mitarbeiter wichtiger werden als je zuvor • Wie KI helfen kann, Produktivität, Kosten und Mitarbeiterzufriedenheit besser miteinander zu verbinden Die Folge zeigt, dass KI in der Personaleinsatzplanung weit mehr sein kann als ein weiteres Buzzword. Insbesondere bei komplexen Logistikprozessen mit vielen Einflussfaktoren entstehen neue Möglichkeiten, Forecasts zu verbessern, Schichtpläne dynamisch anzupassen und operative Entscheidungen schneller zu treffen. Gleichzeitig bleibt der Mensch ein zentraler Erfolgsfaktor, denn auch die beste KI benötigt flexible Prozesse und gut qualifizierte Mitarbeiter. Eine spannende Diskussion über die Zukunft des Workforce Managements und die Frage, wie moderne Logistik von datengetriebenen Entscheidungen profitieren kann.

Geopolitical tensions have continued to dominate headlines in recent weeks, but markets appear to be taking a broader view. In this week's edition of the CIO Weekly Investment Outlook, Christian Nolting, Global Chief Investment Officer at Deutsche Bank Private Bank, discusses why, despite ongoing uncertainty, "it's not all about the Iran situation" for investors.Christian explores the forces helping to support market sentiment, reflects on what has been a "stellar earnings season" so far, and explains why the full investment picture may be more nuanced than the headlines suggest. The conversation also examines recent developments in the Japanese yen, the challenges of influencing currency markets, and how investors should interpret the latest policy actions and signals from central banks.Looking ahead, Christian discusses why markets are paying close attention to the Federal Reserve's upcoming July meeting minutes and highlights several economic releases and policy decisions on his radar, from Europe to Asia. Even during the quieter summer trading period, investors will need to "watch this very, very closely".For more investing insights, please visit wealth.db.comIn 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. © 2026 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

Liz Ann Sonders and Collin Martin begin this episode by analyzing the powerful role earnings are playing in driving the U.S. stock market higher and what that means for investors. Liz Ann highlights that S&P 500 earnings growth is tracking around 51% for the second quarter, an unusually strong pace outside of a post-recession recovery. Collin explains why Schwab expects a "higher-for-longer" rate environment, with short- and longer-term Treasury yields likely remaining elevated as the economy stays resilient and inflation remains above the Fed's target. Then Collin sits down with former Federal Reserve Vice Chair Dr. Richard Clarida. They discuss how the Fed thinks about inflation, labor markets, supply shocks, productivity, and AI. Clarida argues that policymakers are trying to determine whether today's inflation pressures are temporary or indicative of a higher underlying trend. He also discusses the transition to new Fed Chair Kevin Warsh, potential changes to Fed communications, and why AI could be inflationary in the near term but ultimately disinflationary through improved productivity over the next several years. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Currencies are speculative, very volatile and not suitable for all investors. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.  Diversification, rebalancing, and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  ISM refers to the Institute for Supply Management. (0826-VELR) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DigitalOcean just raised its 2026 growth guidance to 30–31%, and the stock sold off anyway.In this episode we work through what DigitalOcean's (DOCN) Q2 update actually changed. Management lifted full-year 2026 revenue guidance from 25–27% to 30–31% and pointed to a possible 50%+ growth rate exiting fiscal 2027. The driver is a scaling cohort of large enterprise and developer customers landing in a supply-constrained compute market — the same capacity bottleneck hyperscalers like Microsoft have flagged around data center construction.We cover the shift from an SMB cloud provider toward a developer and enterprise-scaler platform, why the co-location approach gives it an edge over hyperscalers building from the ground up, and how management reworked the balance sheet by retiring convertible debt, raising cash, and continuing buybacks. We also run a DCF scenario assuming a 36% five-year per-share profit CAGR, and talk through why the move from small-cap to midcap matters for a fundamentals-first thesis.For the reasoning behind more names like this one, Semiconductor Insider covers the process in more depth. Get access to all our research, weekly live Q&A events, and a growing set of tools to build your process: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorIf this was useful, follow the show so new episodes land in your feed.Disclaimer: Content is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI owns shares of DigitalOcean.

The Wisconsin Badgers' upgraded NIL firepower unlocks a faster, deeper roster—can it close the gap against college football's elite? Ryan Herrings and Brian Smith dissect standout transfers like Javon Robinson and key questions surrounding the Badgers' athletic secondary and revamped offensive line. Will Colton Joseph's mobility power a ground-first attack, and is Eugene Hilton Jr. poised to break out at receiver? Forecasts for Wisconsin's 2026 campaign heat up as the duo debates win totals, the critical stretch against Notre Dame and Penn State, and whether a seven-win season would satisfy fans. The conversation spotlights defensive depth, special teams, and the impact of early recruiting victories, including highly regarded linebacker Cale Britt from Orlando's Bishop Moore. Are the Badgers finally built to compete—or will a lack of offensive fireworks still haunt them in Big Ten play? Support us by supporting our sponsors! Poncho Outdoors Go to https://ponchooutdoors.com/[LOCKEDON] and enter your email to get $10 off and free shipping on your first order. KALSHI For a limited time, download the Kalshi app and use code [LOCKEDON] to get up to $500 in bonus credits when you trade $25. The Game Don't miss this chance to celebrate 40 years of The Game with 40% off your entire order. Visit https://TheGameCaps.com and use promo code LOCKEDON at checkout. Indeed Listeners of this show get a $75 Sponsored Job Credit to help give your job the premium placement it deserves at http://Indeed.com/podcast Gametime Today's episode is brought to you by Gametime. Download the Gametime app, create an account, and use code LOCKEDON for $20 off your first purchase. Terms and conditions apply. FanDuel Today's episode is brought to you by FanDuel. Right now new customers can bet just five dollars and get one-hundred and fifty dollars in bonus bets if your first bet wins. Visit https://FANDUEL.COM to get started — Play Your Game. FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expire in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A practicing pathologist explains why DaVita, UnitedHealth, and Natera are playing fundamentally different games — and why one of them could break first.Investing in healthcare stocks requires a different framework than semiconductor investing. In this excerpt from a CSI live Q&A, we sit down with Dr. Brad Gibson — a practicing pathologist and private-practice partner — to break down how the US healthcare system actually gets paid, and what that means for stock picking.Brad walks through four investable buckets: medical service providers (DaVita, Natera, TransMedics), health insurers (UnitedHealth, CVS, Cigna, Elevance), pharmaceutical companies (Eli Lilly, Vertex), and healthcare hardware/software providers (Stryker, Veeva, Intuitive Surgical).The conversation covers Medicaid and Medicare reimbursement mechanics, CPT codes and RVU conversion factors, why private practices are being pushed into hospital consolidation, how pharmacy benefit managers generate profit through rebates, and why UnitedHealthcare's vertical integration has drawn regulatory scrutiny. Brad also gives his take on AI in pathology and drug discovery, and explains why he's more concerned about a healthcare cost bubble than an AI bubble.If you're building a healthcare investing thesis for 2026, this is where to start.If you want the reasoning behind more names like this one, Semiconductor Insider covers the process in more depth: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorContent in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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The NN Pod closes out its 2026/27 season preview series by committing its predictions to tape, starting with the wider Premier League picture before turning fully towards Arsenal.The hosts work through the relegation battle, potential surprise strugglers, the first managerial casualty and the race for European qualification, before mapping out how they expect the top of the table to take shape. There is also a look at the leading goalscorers and Player of the Season contenders as another Premier League campaign gets ready to begin.Attention then shifts to Arsenal, with predictions for the club's leading scorer, most assists and Player of the Season. The discussion examines how Kai Havertz and Viktor Gyökeres could share the centre-forward role, what a healthier Bukayo Saka might produce, the influence of Bruno Guimarães and whether Declan Rice can maintain his importance at the heart of the side.The hosts also assess Arsenal's prospects across the Champions League, FA Cup and League Cup, including how seriously the domestic cups should be treated and where opportunities could emerge for the club's younger players.Finally, the predictions get more specific with a full set of Arsenal over/unders covering individual goals and starts, Max Dowman's potential breakthrough, set-piece output, clean sheets, goals scored, goals conceded and the points total required to defend the Premier League title.Continue the discussion with us.Follow The NN Pod for more Arsenal and football content.All our links: https://beacons.ai/thennpodChapters:(00:00) - Arteta's Non-Negotiables & Intro(00:44) - Relegation Predictions(03:36) - Surprise Strugglers & First Manager Sacked(08:41) - European Places: Sixth & Seventh(11:56) - Champions League Places(15:21) - Premier League Champions(18:06) - Golden Boot Predictions(22:29) - Premier League Player of the Season(24:46) - Arsenal Top Scorer(30:35) - Arsenal Most Assists(34:03) - Arsenal Player of the Season(35:39) - Arsenal's Champions League Prediction(39:36) - FA Cup & League Cup Predictions(43:23) - Arsenal Over/Unders(47:36) - Havertz vs Gyökeres & Arteta's Rotation(51:52) - Max Dowman's Breakthrough Season(54:14) - Arsenal's Goals, Defence & Points Total(58:40) - Outro & Commit Your Predictions to Writing

SanDisk (SNDK) fell from $2,000 to $1,200 as memory stocks sold off hard — but is the panic justified? In this episode, Chip Stock Investor breaks down what the fundamentals actually say before you react to the crash.We cover SanDisk's Q1 fiscal 2027 guidance — still 300–400% year-over-year revenue growth, but decelerating — the guide to roughly $45 in adjusted EPS, and why a debt-free balance sheet plus $4.5 billion in buybacks points to a healthy pivot toward shareholder returns. Then we dig into the technology roadmap: High Bandwidth Flash (HBF) and the new SanDisk/SK hynix spec for Google and Tenstorrent. We also unpack SanDisk's equity investment in Nanya Technology and the strategy behind bringing DRAM supply in-house, away from NAND competitors.Finally, we get into the real reasons memory stocks are crashing — institutional rebalancing, leveraged unwinds, the semiconductor cycle, and rising competition from Yangtze Memory and Solidigm — and whether SNDK is a falling knife or a long-term opportunity.Semi Insider members get access to CSI's research platform and tools plus deeper research as it happens. Join at chipstockinvestor.comContent in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Sandisk

Palantir just reported Q2 2026 earnings, and the headline number, revenue nearly doubling year over year, only tells part of the story. We go beyond the standard quarterly earnings review to unpack what's actually driving Palantir's acceleration: AIP, its AI platform built to help enterprises deploy AI without handing proprietary data to the large AI labs. We look at the data behind the deployment phase of the AI cycle, why US commercial customer revenue jumped 149 percent even as customer count grew far more slowly, and what nearly 220 million dollar-plus deals signal about enterprise demand. We also run a reverse discounted cash flow on Palantir's current valuation, walk through management's own eighteen month growth targets, and revisit the ethical and government contract concerns we flagged when we first covered this stock two years ago. This is a research-backed look at whether Palantir's AIP business justifies its valuation, and whether it belongs in a long-term semiconductor and AI-adjacent portfolio. Semi Insider members get access to Chip Stock Investor's research platform and tools plus deeper research as it happens. Join at chipstockinvestor.com.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. Chip Stock Investor does not own shares of Palantir.

With Liz Ann Sonders away, Collin Martin is joined by Schwab Head of Macro Research and Strategy Kevin Gordon for an in-depth conversation on the economy, Federal Reserve policy, bond yields, equities, and global markets. The episode opens with the idea that "good news can be bad news" for markets. Kevin explains that strong economic data, particularly in the labor market, can sometimes hurt stocks because it increases the likelihood of tighter monetary policy. The conversation then turns to interest rates and the surprising resilience of markets despite elevated bond yields. Collin and Kevin discuss the Fed's increasingly hawkish tone, the unusual presence of multiple dissents favoring rate hikes, and concerns about communication from Chair Kevin Warsh.  Looking ahead, Collin and Kevin identify inflation data, labor-market reports, Fed commentary, retail sales, and inflation-expectation surveys as the key indicators investors should monitor in the weeks ahead. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Currencies are speculative, very volatile and not suitable for all investors. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Diversification, rebalancing, and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions A hyperscaler is a large-scale cloud service provider that offers vast computing, storage, and networking resources through a distributed infrastructure of interconnected servers and software. (0826-TEWK) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rocket Lab has proposed acquiring Iridium Communications in an eight billion dollar deal combining new stock issuance and cash. We break down why this move pushes Rocket Lab toward becoming a fully vertically integrated space economy company, spanning satellite components, spacecraft manufacturing, launch services through Electron and the upcoming Neutron rocket, and now satellite-based communications through Iridium's L-band constellation. We walk through our updated investment thesis checklist, Q1 2026 earnings showing revenue up 63 percent year over year, and the combined pro forma financials: roughly one point six billion dollars in trailing twelve month revenue, a swing from negative to near breakeven EBITDA, and Iridium's 288 million dollars in free cash flow offsetting Rocket Lab's cash burn. We also cover the balance sheet impact of Rocket Lab moving from net cash to net debt, and run a reverse discounted cash flow to solve for the growth rate the market is currently pricing in at roughly a 50 billion dollar enterprise value. Is Rocket Lab stock a buy after the sell-off, or still priced for perfection? We share where we stand. Semi Insider members get access to Chip Stock Investor's research platform and tools plus deeper research as it happens. Join at chipstockinvestor.com.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. Chip Stock Investor does not own shares of Rocket Lab.

Heat Dome Out West & Severe Risk Back East — a full weather deep-dive for Chicago and beyond, recorded the evening of Thursday, August 6, 2026, covering through Shabbos.We read through the entire National Weather Service Chicago forecast discussion line by line, defining every technical term along the way, then zoom out to the Midwest synoptic setup, the intense Southwest heat dome with 500mb heights in decameters, the Kansas heat outlook for the week of August 9, the Bermuda High driving conditions in Baltimore, New York and Lakewood, Jerusalem's building sharav, extreme weather around the globe, and family activities around Chicago for the weekend.CHAPTERS00:00 - Cold open00:05 - Opening & Hebrew date01:10 - Chicago Zmanim02:45 - NWS Forecast Discussion (part 1)05:22 - NWS Forecast Discussion (part 2)09:18 - Aviation Forecast & TAF terms12:03 - Midwest Synoptic Setup14:15 - Heat Dome & 500mb Heights16:26 - Kansas Extreme Heat Outlook19:08 - Bermuda High + Baltimore, NYC & Lakewood24:44 - Jerusalem Forecast & Sharav27:29 - Extreme Weather Worldwide32:44 - Chicago Kids Activities34:59 - Closing Recap & Shabbos TimesCHICAGO ZMANIM (ZIP 60645)Sunset Thursday Aug 6: 8:03 PMAlos HaShachar Friday: 4:13 AMMisheyakir: 4:45 AMSunrise: 5:50 AMSof Zman Shma (MGA/GRA): 8:47 AM / 9:23 AMSof Zman Tefila (MGA/GRA): 10:10 AM / 10:34 AMChatzos: 12:56 PMMincha Gedola: 1:32 PMMincha Ketana: 5:05 PMPlag HaMincha: 6:33 PMSunset Friday: 8:02 PMCANDLE LIGHTING (20 min before sunset): 7:42 PMSunset Saturday: 8:01 PMHAVDALAH (50 min after sunset): 8:51 PMHebrew date: 23-24 Av 5786. Parashas Re'eh. Shabbos Mevorchim Chodesh Ellul — Rosh Chodesh Ellul falls Thursday-Friday, August 13-14.SOURCESNWS Chicago Area Forecast Discussion: https://forecast.weather.gov/product.php?site=LOT&issuedby=LOT&product=AFD&format=CI&version=1&glossary=0WPC Extended Forecast Discussion: https://www.wpc.ncep.noaa.gov/discussions/hpcdiscussions.php?disc=pmdepdNWS Wichita AFD: https://forecast.weather.gov/product.php?site=ICT&issuedby=ICT&product=AFD&format=CI&version=1&glossary=0NWS Dodge City AFD: https://forecast.weather.gov/product.php?site=DDC&issuedby=DDC&product=AFD&format=CI&version=1&glossary=0NWS Baltimore/Washington AFD: https://forecast.weather.gov/product.php?site=LWX&issuedby=LWX&product=AFD&format=CI&version=1&glossary=0NWS New York AFD: https://forecast.weather.gov/product.php?site=OKX&issuedby=OKX&product=AFD&format=CI&version=1&glossary=0NWS Philadelphia/Mount Holly AFD: https://forecast.weather.gov/product.php?site=PHI&issuedby=PHI&product=AFD&format=CI&version=1&glossary=0500mb heights (GFS via Open-Meteo): https://api.open-meteo.com/v1/forecastZmanim: https://www.hebcal.com/Phoenix July 24 record: https://www.azcentral.com/story/news/local/arizona-weather/2026/07/25/phoenix-heat-records/Phoenix August 1 record: https://www.fox10phoenix.com/news/phoenix-ties-1972-record-high-116-degrees-extreme-heat-warningIndia monsoon toll: https://www.aljazeera.com/news/2026/8/5/indias-severe-monsoon-season-causes-more-than-100-deathsAssam flooding: https://www.aljazeera.com/news/2026/8/5/death-toll-rises-to-87-in-indias-flood-stricken-assamKenya March flooding: https://www.thestar.com.my/news/world/2026/03/29/death-toll-from-kenyan-floods-rises-to-108-police-sayIvory Coast flooding: https://www.reuters.com/world/africa/floods-ivory-coast-kill-59-people-government-says-2026-07-01/South Korea heat record: https://www.aljazeera.com/news/2026/8/2/south-korea-has-hottest-day-on-record-amid-extreme-weather-globallyTyphoon Dolphin: https://www.foxweather.com/weather-news/typhoon-dolphin-china-damaging-winds-flooding.ampMarine heatwave data: https://www.euronews.com/green/2026/08/06/el-nino-could-unleash-ocean-heat-that-sends-2026-into-record-territoryAll weather data current as of the evening of Thursday, August 6, 2026. Forecasts change — verify against live NWS sources before relying on them for planning.#ChicagoWeather #NWSForecast #HeatDome #KansasHeat #BermudaHigh #NYCWeather #LakewoodNJ #JerusalemWeather #Zmanim #ParshasReeh #WeatherPodcastBecome a supporter of this podcast: https://www.spreaker.com/podcast/weather-with-enthusiasm--4911017/support.Weather with Enthusiasm is produced by Kol Simcha Productions.New episodes drop daily (B'N)— a morning forecast at 7 AM and historical deep dives Tuesdays and Thursdays. Contact: kolsimchaproductions@outlook.comHistorical content is thoroughly researched and factually verified. After it has been factually verified it often will say so in the description. Should you find any mistakes, please email kolsimchaproductions@outlook.com so we can look into it and correct it. Not affiliated with any government agency or academic institution. Presented for educational and entertainment purposes — with meaning.Support the show — exclusive bonus episodes available to subscribers for just $2/month at spreaker.com/organization/kol-simcha

Former CEA Chair and Federal Reserve Board of Governors member Steve Miran joins the RenMac Off-Script team to discuss why he sees potential growth running closer to 3% than 2% — on tax incentives, deregulation, and AI — and why a data-dependent Fed is "momentum trading" monetary policy rather than forecasting inflation a year out. The team breaks down AI capex draining tech free cash flow, the Warsh Fed's dissents and Waller's hawkish turn, a stronger yen and the mechanics of possible FX intervention. They also explore new S&P highs, Middle East uncertainty, and the week ahead in the CPI print.

Nearly $580 billion in trailing twelve-month capital expenditure across Amazon, Microsoft, Google, Meta, Oracle, Tesla, and SpaceX. Full year 2026 approaching $900 billion. CSI's 2027 estimate: $1.5 trillion. CSI breaks down the Q2 hyperscaler CapEx numbers and makes the case for why the semiconductor bull market remains intact despite a volatile few weeks for chip stocks.AWS, Azure, Google Cloud, and Oracle are all reporting multi-year backlogs. Amazon just raised its 2026 CapEx guide to $220 billion, partly driven by rising memory prices — sending more capital directly to the semiconductor supply chain. Gartner revised data center spending up to $820 billion for 2026, a sixty-three percent year-over-year increase. The recent pullback looks like a leverage unwind, not a fundamental shift.For in-depth research and the Semiconductor Insider membership, visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Meta, Alphabet, Oracle, and Amazon.

Let's not sugar-coat it: New Zealand is in the longest housing downturn on record. So how much longer does it last, and when do prices actually turn?In this episode, Ed and Andrew line up the forecasts from every major bank, the Reserve Bank and Treasury, and crunch what they really mean for your house price.You'll learn:Just how bad this downturn is compared to the ones you actually rememberWhat the banks, the Reserve Bank and Treasury predict, year by yearWhy house sales have recovered, but prices haven't Nobody knows the exact number. But every serious forecaster's line is pointing the same way ... and it's not the way the last four years went.Book a meeting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to start your path to financial freedom with a detailed financial plan for $0.For more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠

Seagate's latest results show hard disk drives making a real comeback as NAND and SSD prices rise and hyperscalers turn to HDDs for flexible, massive AI storage capacity. CSI breaks down a quarter where exabyte shipments grew 34% year over year, with 90% going to data centers, data center revenue up 57% to $2.9 billion, and total revenue up 48%.The conversation covers Seagate's broad shipments of Mozaic 3, the ramp of 40TB-plus Mozaic 4 with the two largest global cloud service providers, and plans for Mozaic 5 qualification shipments in late 2027. We also dig into how Seagate plans to grow without expanding manufacturing capacity, using vertically integrated HAMR technology to increase terabytes per drive, and how that strategy is driving profitability, debt reduction, buybacks, and dividend support.Finally, we look at guidance for Q1 FY2027, which implies revenue of roughly $4.1 billion, about 36% year-over-year growth at the midpoint, and what that means for the broader memory cycle story heading into 2027.Semi Insider members get access to CSI's research platform and tools, plus deeper research as it happens. Join at chipstockinvestor.com.Get 15% off your fiscal.ai membership with our link: fiscal.ai/csiThis content is for general information or entertainment only and is not specific or individual investment advice. Forecasts may not develop as predicted, and there is no guarantee any strategy discussed will be successful. All investing involves risk, including loss of principal. CSI owns shares of Seagate.

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ServiceNow has been hammered in the software selloff, but our Q2 2026 earnings breakdown reveals a business quietly repositioning itself for the AI edge. CEO Bill McDermott and CFO Gina Mastantuono delivered 25% year-over-year revenue growth, accelerating subscription guidance, and two strategic acquisitions, Veza and Armis, that push ServiceNow into identity, access, and device-level cybersecurity. We break down why McDermott calls this the fastest-growing risk and security business among the top 10 enterprise cybersecurity players, and why the market still treats ServiceNow like an AI-era loser rather than an edge-AI beneficiary.The conversation covers GAAP versus non-GAAP metrics, including a 55% decline in GAAP operating income, balance sheet strength post-acquisitions, full-year subscription revenue guidance near $16 billion, and a reverse DCF on free cash flow per share to gauge what the current stock price is actually pricing in. We also compare ServiceNow's cybersecurity revenue against pure-play peers like Palo Alto Networks, CrowdStrike, and Fortinet using data from our research dashboard.If you're evaluating semiconductor and AI infrastructure stocks, foundry exposure, or non-correlated edge-AI plays for portfolio diversification, this ServiceNow deep dive lays out both the bull case and the real risks.Semi Insider members get access to CSI's research platform and tools, plus deeper research as it happens. Join at chipstockinvestor.com.Get 15% off your fiscal.ai membership with our link: fiscal.ai/csiThis content is for general information or entertainment only and is not specific or individual investment advice. Forecasts may not develop as predicted, and there is no guarantee any strategy discussed will be successful. All investing involves risk, including loss of principal. CSI owns shares of ServiceNow.

John Maytham is joined by honorary professor at Wits Business School and economist of Altitude Wealth, Professor Jannie Rossouw, to discuss the rise of prediction betting. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Honeywell has completed its long-awaited breakup, separating Honeywell Aerospace from the newly focused Honeywell Technologies. CSI walks through Honeywell's Q2 2026 earnings report, covering the building automation, process automation, and industrial automation segments, and explains why organic sales growth alone doesn't tell the full story: the real story is what's happening to margins.The conversation digs into the recently closed Johnson Matthey Catalyst Technologies acquisition, the LNG equipment business driving process automation orders, and the divestitures of Honeywell's productivity solutions and warehouse and workflow segments. It also covers the balance sheet, including nearly $34 billion in total debt offset by asset sale proceeds, and Honeywell's 47% remaining equity stake in newly public quantum computing company Quantinuum.Finally, CSI runs Honeywell Technologies stock through a reverse discounted cash flow model using updated adjusted EPS guidance to estimate fair value, and discusses what would make this semiconductor-adjacent industrial and energy transition stock a stronger buy. If you're a long-term fundamental investor tracking the semiconductor supply chain, AI infrastructure spending, and the industrial automation cycle, this breakdown is for you.Semi Insider members get access to CSI's research platform and tools, plus deeper research as it happens. Join at chipstockinvestor.com.Get 15% off your fiscal.ai membership with our link: fiscal.ai/csiThis content is for general information or entertainment only and is not specific or individual investment advice. Forecasts may not develop as predicted, and there is no guarantee any strategy discussed will be successful. All investing involves risk, including loss of principal. CSI owns shares of Honeywell.

Alex Barth joins Joe and Nate Geary to analyze a 2026 season simulation of the New England Patriots featuring Drake Maye and A.J. Brown. They evaluate the effectiveness of a backfield committee and discuss whether the defensive upgrades are enough to win the AFC East. 02:24 - Alex Barth Interview 07:47 - Defensive Roster Evaluation 09:43 - Simulated Backfield Roles 15:12 - A.J. Brown's Impact 22:57 - Patriots Season Prediction

Tracking Tropical Storm Fausto. Forecasts are showing a northern path for the storm, but we aren't out of the woods yet. A marine salvage company took on a job that cost way more than expected and wants the state to pay up. But the agency in charge is pushing back, saying the company didn't follow its rules. Fifty years after Hokulea's maiden voyage to Tahiti, the canoe's original crew members gathered for a rare reunion.See omnystudio.com/listener for privacy information.

Intuitive Surgical posted double-digit growth in revenue, procedures, and installed base but ISRG stock is down over 40% from its highs. We dig into why the market is repricing this healthcare stock despite strong fundamentals.Da Vinci procedure growth came in at 15% year-over-year, the installed base grew 12% to nearly 12,000 systems worldwide, and revenue hit $2.9 billion, up 19% year-over-year. Non-GAAP gross margin expanded to 70%. Yet none of that has stopped the stock's slide.We break down Intuitive Surgical's revenue mix between recurring instruments and accessories, systems revenue, and services, and walk through what's actually driving the selloff. That includes the impact of ACA subsidy expirations on elective procedure volume, hospital capital spending trends, GLP-1 headwinds on bariatric surgery, and semiconductor memory cost pressures mentioned on the earnings call. We also cover the Extended Use Program and a recent FDA filing as potential positive catalysts, along with full year 2026 guidance.Finally, we run a reverse DCF to figure out what growth rate is actually priced into ISRG stock today, and whether this sets up as a legitimate buy-the-dip opportunity for long-term investors or if there's more downside ahead.Semi Insider members get access to CSI's research platform and tools, plus deeper research as it happens. Join at chipstockinvestor.com.Get 15% off your fiscal.ai membership with our link: fiscal.ai/csiThis content is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI owns shares of Intuitive Surgical.

This week, Liz Ann Sonders and Collin Martin discuss one of the market's biggest themes, AI, and why the enormous capex spending on AI reinforces the importance of portfolio rebalancing. Liz Ann explains how AI-related companies now make up a significant share of major stock indexes and explores the risks that come with growing concentration in a handful of large-cap names. Rather than trying to predict which AI winners will emerge next, she highlights rebalancing as a disciplined way to trim outperformers, add to lagging areas, and maintain diversification. The conversation also touches on opportunities beyond the largest technology stocks, including equal-weight index funds, small-cap stocks, and quality-focused investing. On the fixed income side, Collin discusses how investors can think about rebalancing bond portfolios by balancing interest-rate risk and credit risk. He explains why investors sitting in cash or very short-term investments may be able to capture higher yields further out on the yield curve and why selective exposure to higher-quality corporate bonds may still make sense despite relatively tight credit spreads. Finally, Liz Ann and Collin discuss how inflation, AI-related investment spending, and the strength of the consumer could shape both Fed policy and market performance in the months ahead. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.  Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. Diversification, rebalancing, and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability. Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options: https://www.schwab.com/Futures_RiskDisclosure prior to trading futures products. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  (0726-KJ39) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week's Podcast Short looks at our top stories from Washington state and the EU, plus other significant developments from New Mexico, Canada and more. In Washington state, the Department of Ecology has outlined what priority products are likely to see restrictions next under the Safer Products for Washington (SPW) programme.  In the EU, the European Food Safety Authority (EFSA) has cut the safe dietary exposure level for trifluoroacetic acid (TFA), signalling increasing regularly scrutiny for the ultra-short-chain PFAS.  And the UK government has formally extended UK REACH registration deadlines for the third and likely final time.Other stories discussed include: New guidance from New Mexico to help companies comply with its upcoming PFAS labelling regime; Canada adding the first chemical to its Watch List of potentially concerning substances; A federal judge blocks enforcement of California's recyclability labelling law; UN PFAS review highlights divisions over how to manage the persistent chemicals. Tune in to hear more and then visit Chemical Watch News & Insight to catch all the latest news in chemicals management.  Have a podcast idea or a comment to share? Let us know by emailing the editor at Terry.Hyland@Enhesa.com.

Mycronic just raised full-year guidance after a surprise rebound in equipment orders, and the stock already popped on the news. Here's what's actually driving the turnaround, and why we're still on the sidelines.Mycronic is a Swedish semiconductor equipment company that plays on the edges of the core wafer fab process, supplying pattern generators for photomask production, along with test, chip packaging, and PCB assembly equipment. In this episode, we break down Mycronic's Q2 2026 earnings, including a 7% year-over-year decline in its largest segment, Pattern Generators, offset by a 118% surge in Global Technologies, its fastest-growing test and packaging business. We also cover the smaller High Volume and PCB Assembly Solutions segments, one of which is undergoing restructuring after a recent acquisition underperformed.Combined net sales grew 17% year over year, and management raised full-year 2026 guidance by roughly 500 million SEK. We dig into Mycronic's tuck-in acquisition strategy, balance sheet strength (net cash, minimal debt), and run a reverse discounted cash flow model to estimate fair value.If you're looking for semiconductor equipment exposure beyond the "Fab Five" — ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA — Mycronic is worth understanding, even if it's not a stock we're buying right now.Semi Insider members get access to CSI's research platform and tools plus deeper research as it happens. Join at chipstockinvestor.com.Full research and stock tools: https://chipstockinvestor.comGet 15% off your fiscal.ai membership with our link: https://fiscal.ai/csiContent in this podcast is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

Forecasts now indicate a wetter weekend than we've seen for the last while. To look ahead to the weather this weekend was Rebecca Cantwell, a meteorologist with Met Eireann.

"Just-in-time inventory is great when it's working, but when it stops working, it's a huge disaster because you don't have material staged and you don't have strategic reserves." — Michael Murray, Senior Director of Global Supply Chain, DSV Inventory Management Solutions For most of the 2000s, the mandate in manufacturing was lean: hold less, order just-in-time, and keep working capital off the balance sheet. Then came a string of shocks: COVID, the Suez Canal blockage, and a global chip shortage.  All of a sudden, just-in-time started looking more like just-in-trouble. Companies swung hard toward just-in-case, stockpiling inventory as insurance against the next disruption. Michael Murray, Senior Director of Global Supply Chain at DSV Inventory Management Solutions, isn't ready to declare just-in-time dead.  In this episode of Art of Supply, Michael joins Kelly Barner to talk about the cost challenges that can result when inventory is managed reactively:  - Why the pendulum keeps swinging between just-in-time and just-in-case - Why trade policy is becoming a bigger driver of inventory strategy than COVID ever was - How a consolidated VMI model changes the math for OEMs, and why suppliers may be harder to convince than CFOs   Links: Michael Murray on LinkedIn: https://www.linkedin.com/in/mp-murray/  Kelly Barner on LinkedIn: https://www.linkedin.com/in/kelly-barner-6884443/  Art of Supply LinkedIn newsletter: https://www.linkedin.com/newsletters/art-of-supply-6895142546301960193  Art of Supply on AOP: http://www.artofsupply.com  Subscribe to the Art of Procurement Newsletter: https://resources.artofprocurement.com/art-of-procurement-podcast-subscribe   

Netflix just posted its slowest revenue growth in over a year, and the stock got hammered. We break down why the sell-off might be mispricing what's actually happening underneath the numbers.Netflix's Q2 2026 earnings sparked a sharp market reaction, with growth decelerating and forward guidance coming in around 12% for Q3 and Q4. Using fiscal.ai data, we compare Netflix's 325+ million paying subscribers against Disney, Warner Bros. Discovery/Paramount+, Amazon Prime Video, and ad-supported giants like YouTube and Meta. We dig into why Netflix remains the clear leader in paid streaming even as its ad-tier data center buildout has yet to reaccelerate top-line growth.On the financials side, we cover Netflix's 33% operating margin, $3.4 billion in GAAP net income, and $1.5 billion in free cash flow for the quarter, plus the lingering cash impact from the terminated Warner Bros. Discovery merger talks. Then we move to valuation: trailing and forward P/E and price-to-free-cash-flow multiples, and why this may be the cheapest Netflix has traded in three to four years.Is Netflix transitioning from a high-growth streaming stock to a steady, profitable value stock, and does that make current levels an entry point? We break down what the market is pricing in for long-term EPS growth and whether the bar has been set low enough to matter for long-term investors.Semi Insider members get access to CSI's research platform and tools plus deeper research as it happens. Join at chipstockinvestor.com.Full research and stock tools: https://chipstockinvestor.comGet 15% off your fiscal.ai membership with our link: https://fiscal.ai/csiContent in this podcast is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Netflix.

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

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

Study Guide | Download Audio File

Study Guide | Download Audio File

A better-than-expected June Consumer Price Index (CPI) report offered some welcome relief for investors concerned about persistent inflation pressures. But while the headline numbers came in below expectations, Liz Ann Sonders and Collin Martin explain why underlying inflation trends, including higher oil prices, rising costs tied to AI-related investment, and components that feed into the Fed's preferred inflation gauge, suggest the inflation story is far from over. They also discuss why macroeconomic factors such as inflation, monetary policy, and labor-market conditions remain essential inputs for portfolio decisions, even when investors are looking for more specific investment guidance. The conversation covers the Federal Reserve's outlook, what recent data means for bond investors, small-business sentiment and hiring plans, growing concerns about inflation among business owners, and the economic indicators they'll be watching in the weeks ahead. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. Diversification and asset allocation do not ensure a profit and do not protect against losses in declining markets. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  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. (0726-F5V5) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

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

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

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

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

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

In this episode, Liz Ann Sonders and Collin Martin discuss what may be one of the most important long-term shifts facing investors: the end of the "Great Moderation" Era, the roughly 25-year period characterized by globalization, low inflation, relatively stable economic growth, and favorable conditions for both stocks and bonds. Liz Ann argues that investors may be entering a more "Temperamental" Era marked by greater inflation volatility, shifting supply chains, geopolitical disruptions, and a different relationship between bond yields and stock prices.  The conversation explores how globalization, abundant labor, cheap goods, and plentiful energy helped suppress inflation for decades—and why those forces may be fading. Collin then examines the bond market, highlighting why Treasury yields remain elevated even as oil prices have retreated from recent highs. Inflation pressures beyond energy, resilient economic growth, and expectations for Federal Reserve policy are helping keep yields high. Finally, Collin and Liz Ann preview earnings season and next week's economic calendar.  Visit Schwab.com to read the article by Liz Ann Sonders and Kevin Gordon titled "Great Moderation Era: Drift(ing) Away." On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. Diversification and asset allocation do not ensure a profit and do not protect against losses in declining markets. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  A hyperscaler is a large-scale cloud service provider that offers vast computing, storage, and networking resources through a distributed infrastructure of interconnected servers and software. (0726-B8XL) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

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

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