Podcasts about forecasts

In 2023, researcher Daniel Kokotajlo left OpenAI—and risked millions in stock options—to warn the world about the dangerous direction of AI development. Now he's out with AI 2027, a forecast of where that direction might take us in the very near future. AI 2027 predicts a world where humans lose control over our destiny at the hands of misaligned, super-intelligent AI systems within just the next few years. That may sound like science fiction but when you're living on the upward slope of an exponential curve, science fiction can quickly become all too real. And you don't have to agree with Daniel's specific forecast to recognize that the incentives around AI could take us to a very bad place.We invited Daniel on the show this week to discuss those incentives, how they shape the outcomes he predicts in AI 2027, and what concrete steps we can take today to help prevent those outcomes.  Your Undivided Attention is produced by the Center for Humane Technology. Follow us on X: @HumaneTech_. You can find a full transcript, key takeaways, and much more on our Substack.RECOMMENDED MEDIAThe AI 2027 forecast from the AI Futures ProjectDaniel's original AI 2026 blog post Further reading on Daniel's departure from OpenAIAnthropic recently released a survey of all the recent emergent misalignment researchOur statement in support of Sen. Grassley's AI Whistleblower bill RECOMMENDED YUA EPISODESThe Narrow Path: Sam Hammond on AI, Institutions, and the Fragile FutureAGI Beyond the Buzz: What Is It, and Are We Ready?Behind the DeepSeek Hype, AI is Learning to ReasonThe Self-Preserving Machine: Why AI Learns to DeceiveClarification: Daniel K. referred to whistleblower protections that apply when companies “break promises” or “mislead the public.” There are no specific private sector whistleblower protections that use these standards. In almost every case, a specific law has to have been broken to trigger whistleblower protections. 

Idaho Department of Water Resources hydrologist Dave Hoekema gives us regional pictures of the water year ahead of us.

Adam Aizer and Jamey Eisenberg react to bold, AI-generated 2025 fantasy football predictions—and things get wild fast. Can Caleb Williams leap to overall QB1 in Ben Johnson's turbocharged Bears offense? Is Tetairoa McMillan set for a Ja'Marr Chase-level rookie breakout in Carolina? Is this finally the Year 4 breakout for Wan'Dale Robinson in Brian Daboll's offense? Could Colston Loveland crack the top 8 TEs right away in Chicago? Adam and Jamey break down which predictions hold water—and which are total fantasy. Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify and wherever else you listen to podcasts Watch FFT on YouTube⁠ https://www.youtube.com/fantasyfootballtoday⁠ SUBSCRIBE to FFT Express on Apple: ⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-express/id1528634304⁠ Follow FFT Express on Spotify: ⁠https://open.spotify.com/show/6qyGWfETSBFaciPrtvoWCC?si=6529cbee20634da8⁠ SUBSCRIBE to FFT Dynasty on Apple: ⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179⁠ FOLLOW FFT Dynasty on Spotify: ⁠https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1⁠ SUBSCRIBE to FFT DFS on Apple: ⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-dfs/id1579415837⁠ FOLLOW FFT DFS on Spotify: ⁠https://open.spotify.com/show/5zU7pBvGK3KPhfb69Q1hNr?si=1c5030a3b1a64be2⁠ Follow our FFT team on Twitter:⁠ @FFToday⁠,⁠ @AdamAizer⁠,⁠ @JameyEisenberg⁠,⁠ @daverichard⁠,⁠ @heathcummingssr⁠ Follow the brand new FFT TikTok account: ⁠https://www.tiktok.com/@fftoday⁠ Join our Facebook group⁠ https://www.facebook.com/groups/FantasyFootballToday/⁠ Sign up for the FFT newsletter⁠ https://www.cbssports.com/newsletter⁠ You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." Visit the ⁠betting arena on CBSSports.com⁠ for all the latest ⁠sportsbook reviews⁠ and ⁠sportsbook promos⁠. Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify and wherever else you listen to podcasts Watch FFT on YouTube⁠⁠⁠⁠ https://www.youtube.com/fantasyfootballtoday⁠⁠⁠⁠ SUBSCRIBE to FFT Express on Apple:⁠ ⁠⁠⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-express/id1528634304⁠⁠⁠⁠ Follow FFT Express on Spotify:⁠ ⁠⁠⁠https://open.spotify.com/show/6qyGWfETSBFaciPrtvoWCC?si=6529cbee20634da8⁠⁠⁠⁠ SUBSCRIBE to FFT Dynasty on Apple:⁠ ⁠⁠⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179⁠⁠⁠⁠ FOLLOW FFT Dynasty on Spotify:⁠ ⁠⁠⁠https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1⁠⁠⁠⁠ SUBSCRIBE to FFT DFS on Apple:⁠ ⁠⁠⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-dfs/id1579415837⁠⁠⁠⁠ FOLLOW FFT DFS on Spotify:⁠ ⁠⁠⁠https://open.spotify.com/show/5zU7pBvGK3KPhfb69Q1hNr?si=1c5030a3b1a64be2⁠⁠⁠⁠ Follow our FFT team on Twitter:⁠⁠⁠⁠ @FFToday⁠⁠⁠⁠,⁠⁠⁠⁠ @AdamAizer⁠⁠⁠⁠,⁠⁠⁠⁠ @JameyEisenberg⁠⁠⁠⁠,⁠⁠⁠⁠ @daverichard⁠⁠⁠⁠,⁠⁠⁠⁠ @heathcummingssr⁠⁠⁠⁠ Follow the brand new FFT TikTok account:⁠ ⁠⁠⁠https://www.tiktok.com/@fftoday⁠⁠⁠⁠ Join our Facebook group⁠⁠⁠⁠ https://www.facebook.com/groups/FantasyFootballToday/⁠⁠⁠⁠ Sign up for the FFT newsletter⁠⁠⁠⁠ https://www.cbssports.com/newsletter⁠⁠⁠⁠ You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." Visit the⁠ ⁠⁠⁠betting arena on CBSSports.com⁠⁠⁠⁠ for all the latest⁠ ⁠⁠⁠sportsbook reviews⁠⁠⁠⁠ and⁠ ⁠⁠⁠sportsbook promos⁠⁠⁠⁠. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Stupid Theory4:47 Corn Belt Rain7:48 Soybean Crush9:13 Indonesia Trade Deal10:53 Brazil Tariffs and Beef Imports

Idaho Department of Water Resources hydrologist Dave Hoekema talks about the water situation in Idaho and it ain't pretty.

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In this episode of The Future of Water, Bluefield Senior Analyst Amber Walsh joins host Reese Tisdale to break down Grundfos's recent acquisition of Newterra and what it signals for the future of decentralized water treatment. Amber not only unpacks the deal itself—Grundfos's fifth treatment-related acquisition since 2020—but also explores the broader competitive landscape for onsite treatment solutions. Decentralized treatment, also referred to as onsite water management, is gaining traction among industrial, and increasingly municipal and commercial, users. But why? What's driving solutions providers like Grundfos to expand into treatment? And what does this mean for customers? We get into it all—plus the market opportunities, players to watch, and the underlying trends shaping the shift toward modular systems. Key Topics Covered: Grundfos + Newterra: Why the world's largest pump manufacturer is acquiring a U.S.-based modular treatment firm. Strategic Expansion: A look at Grundfos's treatment push—from Eurowater and MECO to the recent acquisition of Culligan's C&I business. Industrial Market Growth: U.S. industrial water market projected at US$22.9B in 2025, with high-growth segments in pharma, data centers, and food & beverage. Why Decentralized?: Faster deployment, on-site reuse, risk outsourcing—meeting demands in a changing regulatory and infrastructure landscape. Who Else Is Playing?: From Saur's 13 acquisitions since 2020 to Xylem's Evoqua acquisition, to PE-backed firms building up treatment players—Amber outlines the rising competition. What's Next: M&A, lifecycle services, digital integration, and a growing focus on water reuse are transforming the treatment ecosystem. If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: Newterra Pushes Grundfos Along Water Value Chain U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. & Canada Industrial Water & Wastewater Market: Key Trends and Forecasts, 2024–2030

Search teams have recovered 103 bodies in Kerr County after the devastating July 4 floods along the Guadalupe River, with Gov. Greg Abbott saying at least 161 people were still unaccounted for. President Donald Trump visited the area on Friday to survey the damage, the San Antonio Express-News reported. The president promised the federal government would “fully fund” recovery efforts. The statewide total of flooding deaths stood at 126 as of Sunday, including eight recovered in neighboring Kendall County from the Guadalupe River flooding, and separate flooding incidents in Travis, Williamson and Burnet counties. Forecasts by the National Weather Service...Article Link

US equities are trading around record highs after the Trump administration pushed its self-imposed tariff deadline to August, notes Deepak Puri, the Private Bank's Chief Investment Officer for the Americas. At the same time, Fed minutes highlighted differing views at the central bank over the course of rate policy for the rest of the year. “Overall the minutes were highlighting the tension between the upside risk to inflation", Deepak says, "But there were also some voices that were saying that there is a downside risk to labour markets, which keeps many, many more people projecting cuts."Inflation figures will be some of the most closely watched data in the week ahead. "Once these numbers are there, we can gauge what the core PCE is going to be, which gets released later in the month," Deepak says. "That's the Fed's preferred gauge for inflation."For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

On this week's episode, Kathy Jones and Liz Ann Sonders discuss the bond market reaction to the new August 1 tariff deadlines—and what that means for potential Fed policy. They also examine the impact of servicing the national debt after the passage of the "One Big Beautiful Bill." Liz Ann looks at the upcoming earnings season, while also addressing concerns about economic indicators, inflation, and the housing market. The overall discussion this week emphasizes the cautious sentiment among bond investors and the complexities of the economic landscape.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Currency trading is speculative, volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.(0725-GHV6)

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Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Power's (MPWR stock) fabless business model has helped make it a market-beating investment for years. Nvidia's new AI data center power infrastructure could be the latest new growth outlet for Monolithic. Navitas Semiconductor (NVTS stock). Chip Stock Investors Nick and Kasey give the stocks a fresh look before earnings season begins.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Monolithic Power Systems(01:30) Industry Transition and Market Trends(03:24) Revenue Trends and Market Performance(04:52) Nvidia's New Data Center Architecture(07:29) Navitas: A Cautious Optimism(09:30) Final Thoughts#semiconductorstocks #onsemi #microchip #monolithicpowersystems #navitas #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Monolithic Power Systems and Nvidia.

In this episode, I sit down with Tim Grahl to map out how he broke through a 3-year business plateau and scaled his education company from $695K to over $2M.We unpack how Tim made the leap by completely rebuilding his business model, delivering better outcomes for students, and building a variable-cost team that scales with revenue. He also shares how he ran 600+ customer interviews, built a coaching program around accountability, and used YouTube and SparkLoop to drive steady growth.If you're stuck at a growth ceiling, this episode is a blueprint for getting unstuck.Timestamps:00:00 Introduction01:13 Breaking through the $1M ceiling03:12 Revenue history from 2021 to 202406:37 The wake-up call promotion08:00 600 customer interviews in 18 months12:24 The mindset shift that changed everything13:03 Why Tim rebuilt the entire business model17:55 Forecasts vs. goals20:36 Profit margin and personal runway23:15 Why most courses don't deliver transformation25:18 How Story Grid's coaching model works30:08 Team structure and mentor compensation34:10 Pricing strategy and program design35:18 Using SparkLoop and YouTube to grow leads38:02 Tim's content process and YouTube habits43:07 The emotional dip before the breakthrough47:18 Burnout, self-doubt, and freight train focus51:22 Why building a team unlocked freedom57:11 Hiring mindset and building lean01:00:12 The path from 2M to 5M and beyond01:03:40 The power of product-market fitIf you enjoyed this episode, please like and subscribe, share it with your friends, and leave a review. I read every single one.Learn more about the podcast: https://nathanbarry.com/showFollow Nathan:Instagram: https://www.instagram.com/nathanbarryLinkedIn: https://www.linkedin.com/in/nathanbarryX: https://twitter.com/nathanbarryYouTube: https://www.youtube.com/@thenathanbarryshowWebsite: https://nathanbarry.comFollow Tim:Website: https://www.storygrid.comYouTube: https://www.youtube.com/@storygridX: https://x.com/storygridTim's latest book: https://www.storygrid.com/product/the-shitheadFeatured in this episode:Story Grid: https://www.storygrid.comThe Shithead (book): https://www.storygrid.com/product/the-shitheadSparkLoop: https://www.sparkloop.appKit: https://www.kit.com

More than 80 people are dead after catastrophic flooding swept through central Texas last week even though federal forecasters saw it coming. Chelsea Harvey from POLITICO's E&E News breaks down why accurate federal forecasts weren't enough to save lives, and how climate change and shrinking federal disaster infrastructure are raising alarms for what's ahead. Plus, the Federal Energy Regulatory Commission is poised to start rulemaking to "sunset" certain regulations, according to a draft "notice of inquiry" obtained by POLITICO's E&E News. Chelsea Harvey covers climate science for POLITICO's E& News. Nirmal Mulaikal is the co-host and producer of POLITICO Energy.  Alex Keeney is a senior audio producer at POLITICO.  Gloria Gonzalez is the deputy energy editor for POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Omni Talk's Retail Daily Minute, sponsored by RetailClub and Mirakl. In today's Retail Daily Minute:Adobe forecasts a record $23.8 billion in online sales during Prime Day, driven by mobile purchases and a 3,200% surge in AI-powered shopping.Walmart launches "Dinner Tonight," a digital meal-planning platform designed to ease the daily dinner dilemma for U.S. households.Starbucks offers $6 million stock grants to executives to fast-track its turnaround, sparking criticism from unionized baristas.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

Send us a textIn this inspiring and light-hearted episode, I sit down with Christopher King—an 18-year veteran teacher, passionate musician, and local “amateur” weatherman with a heart for his community. We dive into his journey in education, his love for music, and his role on the worship team at King's Cross Church. We also explore his unexpected role as THE go-to source for local weather updates—and why he does it out of love for the people in the communities around him.From classroom stories to worship music to weather alerts, this episode is filled with laughter, heart, and motivation for anyone looking to make an impact right where they are in life. Christopher King WX's Links:Facebook Page: https://www.facebook.com/christopherkingWXVenmo: https://venmo.com/u/ChristopherKing3120Paypal: paypal.me/ChristopherKingWXEmail: ChristopherKingWX@gmail.comFollow The On PACE Podcast:Instagram: @on.paceFacebook: The On Pace PodcastYouTube: FullerRunsSupport the Podcast:Love the show? Help us grow! Leave a rating & review on Spotify or Apple Podcasts, share this episode, or support the podcast below using the "Support the Show" link or via Venmo https://venmo.com/u/fullerruns.Email at theonpacepodcast@icloud.comStart your own podcast https://www.buzzsprout.com/?referrer_id=631720Follow the podcast on Facebook and Instagram and YouTubeLike what you hear? Don't forget to subscribe and share with a friend!#PodcastInterview #ChristopherKing #TeacherLife #WorshipLeader #ChristianPodcast #FaithInAction #MusicMinistry #AmateurMeteorologist #CommunityFirst #InspirationalPodcast #RealConversations #WeatherWatcher #LocalHeroes #EducationMatters #King'sCrossChurch #PodcastRecommendations #UpliftingContent #MotivationalPodcast #StoriesThatInspireSupport the show

The Australian property market has been anything but predictable in recent years - booms, corrections, interest rate hikes, and a housing supply crisis have kept everyone on their toes. But what lies ahead? In today's episode I'm joined by Dr Nicola Powell, Chief of Research and Economics at Domain, to unpack their latest Price Forecast Report for the 2025–26 financial year. This isn't just another forecast - we take a deep dive into how affordability, population growth, government incentives, and even the psychology of homebuyers will shape our markets in the year ahead. Whether you're a seasoned investor, a first-home buyer, or just a curious observer of our housing rollercoaster, you'll get real insights into where property values are headed, which cities are poised to outperform, and how you can navigate, or capitalise on, what's coming next.   Takeaways  ·         The property market is experiencing a transition with varying growth rates across regions. ·         Interest rates significantly influence property values, especially in major cities. ·         First home buyers face challenges in accessing the market due to high prices. ·         Population growth remains strong, impacting housing demand. ·         Government policies play a crucial role in shaping market dynamics. ·         Rental markets are currently favoring landlords, but growth rates may slow down. ·         Melbourne is expected to see significant price growth in the coming year. ·         Affordability issues persist, particularly in high-priced markets like Sydney. ·         The cash rate's stability is a key concern for future market performance. ·         Understanding market dynamics is essential for making informed investment decisions.   Chapters  00:00 Market Overview and Price Forecasts 02:38 Melbourne's Market Potential and Price Predictions 13:16 Sydney's Performance and Affordability Challenges 15:54 Brisbane's Growth and Infrastructure Impact 18:47 Perth's Market Slowdown and Future Outlook 21:19 Adelaide and Canberra's Market Trends 24:11 Rental Market Insights and First Home Buyer Support 26:59 Navigating the Unpredictable Australian Property Market   Links and Resources:   Answer this week's trivia question here- www.PropertyTrivia.com.au ·        Win a hard copy of How to Grow a Multi-Million Dollar Property Portfolio – in your spare time. ·        Everyone wins a copy of a fully updated property report – What's ahead for property for 2025 and beyond.     Get the team at Metropole to help build your personal Strategic Property Plan Click here and have a chat with us Michael Yardney – Subscribe to my Property Update newsletter here Dr Nicola Powell, Chief of Research and Economics at Domain Domian Property Forecast Report:  https://propertyupdate.com.au/australias-housing-market-fy25-26-a-new-chapter-of-growth-balance-and-challenge/   Get a bundle of eBooks and Reports at www.PodcastBonus.com.au    Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future.  

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Chip Stock Investors Nick and Kasey revamped their high-risk potentially high-reward small bets stock portfolio during the market turmoil the first half of 2025. This video reviews the first batch of those companies. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00)Semiconductor Industry Flow Chart(00:51) Market Trends and Recovery(03:59) Portfolio Changes and Small Cap Bets(04:26) Auto and Industrial Power Investments(08:18) Fab Equipment Providers(11:42) Fabless Chip Design Investments(14:08) Conclusion #smallcapstocks #semiconductorstocks #onsemi #wolfspeed #microchip #appliedmaterials #monolithicpowersystems #ouster #enovix #quantumscape #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of the companies as discussed in the video.

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/After Adobe wasn't able to acquire Figma a couple of years ago, the fast-growing creative software platform is going to IPO. Chip Stock Investors Nick and Kasey discuss why they're interested, risks to be aware of, and Figma's potential path forward as a great long-term investment.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form*****************************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Figma's Market Position and Strategy(05:05) Figma's Business Model and Financials(06:02) Figma's IPO and Future Plans(10:47) Competition and Market Dynamics(14:22) Conclusion #figma #figmaipo #ipo #smallcapstocks #semiconductorstocks #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Show How Your Valuation Is Already Achieved Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Valuation is a key factor in a startup's fundraising. Most startups show an aspirational valuation and then spend the pitch trying to convince investors it's appropriate. Most use their forecasted revenues to justify their valuation. Forecasts hold little value to the investor and often leave them unconvinced about the proposed valuation. Instead of using revenue, articulate the values already in the business. Highlight the intellectual property and its value by showing comparables with other companies. Show recent exits in which the IP was a central part of the valuation. Show the other assets in the business, such as the team and their track record. Call out the customers that you have already won. Show the product and what has been built so far, and highlight the revenue generation underway. In raising funding, show that your valuation has already been achieved. Make the case by showing specific values already in the business that add up to the proposed valuation. Futures hold little value to the investor.  Focus on what's in the business today.   Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _______________________________________________________ For more episodes from Investor Connect, please visit the site at:   Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group    Please , share, and leave a review. Music courtesy of .

This week on The Necessary Conversation, the Kultgen Family dives into the most chaotic week in American politics yet—featuring billion-dollar bills, flooded detention centers, and a potential UFC cage fight… on the White House lawn.

Stock markets are trading around record highs after a bumpy second quarter – but the end of the Trump administration's tariff pause and the kick-off of US earnings season will be in focus in the week ahead, says Markus Müller, the Private Bank's Chief Investment Officer for sustainability and head of the CIO office. "The Q2 S&P rally has indeed been remarkable", Markus says. "Investors have gone back into US stocks. The rally is supported by a very resilient US job market."The Federal Reserve will release minutes from its latest meeting this week, and there will be important data coming of China and elsewhere. But Markus says that the tariff notices coming from the US administration will be critical, because they "could have material implications for inflation, supply chains and geopolitics." For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

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Sean “Diddy” Combs is convicted on prostitution-related charges, but found not guilty of more serious sex trafficking and racketeering charges. We look at the jury's verdict, and the reaction.And: U.S. President Donald Trump says Israel has agreed to the “necessary conditions” to get a ceasefire in Gaza. But it's unclear what's been agreed to – if anything.Also: Canada's hurricane forecasters are losing information from three key satellites – with just weeks to go until peak storm season.Plus: The projects for the One Canadian Economy bill, Prime Minister Carney talks EV mandates with automakers, the Dalai Lama says he will have a successor, Trump's spending bill faces a challenge in the House, and more.

The return of torrential rain to parts of New South Wales could trigger anxiety for those who have endured recent flood events, according to a mental health expert. 

In this episode of the FEI Podcast, Sam Peterson, EY's Global Innovation Leader for Financial Accounting Advisory Services, explores the transformative impact of generative AI on the finance function. From the evolution of AI since its breakout moment to real-world use cases in FP&A, treasury, and financial reporting, Sam shares insights on how finance leaders can harness AI to drive efficiency, accuracy, and strategic value. The conversation also dives into emerging trends like agentic AI and reasoning models, and how professionals can prepare their teams for the future of work. Special Guest: Sam Peterson.

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.comWolfspeed (WOLF stock) is settling with its creditors. What does that mean for the future of the business? And is it time to buy? Chip Stock Investor discusses in this important SiC chip update.Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/WOLF videos to watch:https://youtu.be/j2p4sq1EeyEhttps://youtu.be/6ou0QIMHbJkhttps://youtu.be/UsxrfhVPiEEhttps://youtu.be/GMWSKEKWibYhttps://youtu.be/gPfTwUN1CxIhttps://youtu.be/F_YukCX7O40Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:00:00 Wolfspeed's Troubled Journey01:51 Bankruptcy and Debt Restructuring04:40 Future Prospects and Final Thoughts #wolfspeed #wolfstock #siliconcarbide #evs #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

On this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of the markets amid geopolitical tensions in the Middle East and the implications for oil prices and overall investor sentiment.  Then, Kathy Jones sits down with Mike Townsend, Schwab's managing director of legislative and regulatory affairs, to discuss the evolving geopolitical landscape, particularly the U.S. involvement in the Middle East and its implications for foreign policy. They explore market reactions to recent conflicts, the current state of tariffs and trade negotiations, and the impact of immigration policies on labor markets. Additionally, they highlight key policy issues for investors to watch in the second half of the year, including the potential for deregulation and the future of cryptocurrency regulation.You can follow Mike Townsend on LinkedIn or X.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Currency trading is speculative, volatile and not suitable for all investors.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures productsAll  names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intendedShort selling is an advanced trading strategy involving potentially unlimited risks, and must be done in a margin account. [There is no guarantee the brokerage firm can continue to maintain a short position for any period of time. Your position may be closed out by the firm without regard to your profit or loss.](0625-B9S2)

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investor discusses Micron's recent report, which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia, Broadcom, and AMD? Nick and Kasey discuss reasons for optimism, and also risks to be mindful of.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Introduction to Micron and Its Industry Position(01:43) Micron's Recent Earnings and Market Insights(02:27) AI and Data Center Growth Impact on Micron(08:44) Automotive and Industrial Market Recovery(11:06) CapEx and Future Outlook for Micron(14:14) Conclusion and Market Implications #micron #hbm #hbmmemory #nvidia #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Micron

00:00 Intro 00:58 Episode Overview – CineEurope Recap, Cannes Highlights, F1 & Megan 2.0 Forecasts  02:25 Elio Pixar's Lowest Opening Ever ($20.8M)  03:57 28 Years Later $30M Opening, Franchise Setup  06:25 F1 Movie Real Racing Footage, PLF Showcase  12:05 F1 Forecast $45–55M Opening; Megan 2.0 Tracking Low  13:42 Kate Hudson Named Pioneer of the Year  14:57 CineEurope 2025 Recap Begins  16:40 Local Films Rising in Europe Due to Hollywood Gaps  20:10 Windows Debate Global 45-Day Minimum Pushed  22:45 Streamer Risk Amazon MGM & SVOD Threat  29:30 Naked Gun (Paramount) International Reception  31:55 Cannes 2025 Recap Begins No Breakout Hit  33:40 Palme d'Or: It Was Just an Accident Acquired by Neon  35:20 Die, My Love Jennifer Lawrence Film Sells for $24M  36:15 Sentimental Value Most Acclaimed Film at Cannes  37:05 Linklater's Nouvelle Vague to Netflix Industry Critique  42:10 Splitsville Surprise Hit Comedy from Cannes  45:00 Christie VDR Tech Enhancing Contrast & Reducing Energy  54:15 VDR Rollout Coming Late 2025  

Recorded 06/24/2025, Aired 06/26/2025 In this month's Southwest Climate Podcast we are in the final countdown to the monsoon.  To get us started, host Zack Guido quizzes host Mike Crimmins on his climatology knowledge.  They then cover this past month's heat ramp up, take a walk down monsoon history over the past few seasons, and look at past conditions as a precursor to get the monsoon party started.  Then close out with our current conditions and what the forecasts are saying.  Will the tropical storm activity be this year's wildcard?!? Don't forget to sign up and make your predictions for the Southwest Monsoon Fantasy Forecasts game.  Forecasts for July must be entered by June 30 at 11:59 PM.   Mentions: Paper: “Is the North American monsoon self-limiting?” Southwest U.S. Summer Monsoon Season Precipitation Mapping 30 Day-ish Climate Tracking for Southwest U.S. 2025 Hurricane Forecast by Xubin Zeng and Kyle Davis - University of Arizona NOAA NWS - Climate Prediction Center: Season Forecasts North American Multi-Model Ensemble (NMME) International Multi Model Ensemble  ECMWF: Run AI models yourself from ECMWF open data

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.io/csi/AI data center construction is continuing at a fast pace, and a new group of stocks are emerging as big winners. Learn about what OEM and ODM companies are, their place in the AI data center manufacturing supply chain, and how to analyze their financials.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Understanding OEMs and ODMs(01:26) The Electronics Supply Chain(03:45) OEMs vs ODMs: Key Differences(08:57) Revenue vs Profitability in OEMs and ODMs(13:28) The Fabless Model: Arista and Pure Storage(17:33) Why Focus on High-Margin Companies #celestica #foxconn #jabil #semiconductors #anet #purestorage #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocksNick and Kasey own shares of Arista Networks, Pure Storage

Welcome to the Part Time Pilot Audio Ground School Podcast! This podcast takes our free podcast to a whole new level by providing students with every single lesson included in the Part Time Pilot Private Pilot & IFR Ground Schools without a single Ad! On top of that, VIP podcast students get BONUS episodes like Mock Checkrides, Checkride Prep, Expert Interviews and more!   The #1 reason student pilots never end up becoming a private pilot is NOT due to money. The real reason is actually deeper than that. Yes, flight training is expensive. But every student pilot knows this and budgets for it when they decide to do it.   The actual #1 reason a student pilot fails is because they do not have a good, fundamental understanding of the private pilot knowledge they are meant to learn in ground school.   You see when a student does not have a good grasp of this knowledge they get to a point in their flight training where their mind just can't keep up. They start making mistakes and having to redo lessons. And THAT is when it starts getting too expensive.   This audio ground school is meant for the modern day student pilot... aka the part time student pilot. Let's face it, the majority of us have full time responsibilities on top of flight training. Whether it is a job, kids, family, school, etc. we all keep ourselves busy with the things that are important to us. And with today's economy we have to maintain that job just to pay for the training. The modern day student pilot is busy, on the go and always trying to find time throughout his or her day to stay up on their studies. The audio ground school allows them to consume high quality content while walking, running, working out, sitting in traffic, traveling, or even just a break from the boring FAR/AIM or ground school lecture.   Did I meant high quality content? The audio ground school is taken straight out of the 5-star rated Part Time Pilot Online Ground School that has had over 2000 students take and pass their Private Pilot & IFR exams with only 2 total students failing the written. That's a 99.9% success rate! And the 2 that failed? We refunded their cost of ground school and helped them pass on their second attempt. We do this by keeping ground school engaging, fun, light and consumable. We have written lessons, videos, audio lessons, live video lessons, community chats, quizzes, practice tests, flash cards, study guides, eBooks and much more.   Part Time Pilot was created to be a breath of fresh air for student pilots. To be that flight training provider that looks out for them and their needs. So that is just what we are doing with this podcast.     IFR Section 4 Lesson 15: In this Free IFR Ground School lesson we talk about weather forecasts pilots can get from aviationweather.gov and how to navigate the site. We specifically focus on graphical area forecasts that can help get you weather data between your origin point and your destination.     Links mentioned in the episode: GIVEAWAY (valid until 7/1/2025):  - Follow @part.time.pilot, @katana_aviation_foundation and @koreheadset   - Comment & Tag a friend in the Giveaway post from 6/21/2025 on Part Time Pilot's Instagram  - Share the post or any other posts from either Part Time Pilot, Katana, or Kore as much as possible ... Winner will be selected July 1st or 2nd and win a lifetime Online Ground School from Part Time Pilot, a Foreflight subscription from Katana Aviation Foundation and a Kore Aviation Pilot Headset (~$600 value) Aviation Weather Site Video: https://youtu.be/ZFnH8O7D80E  Weather Symbols: https://aviationweather.gov/gfa/help/#symbols  Private Pilot Online Ground School: PPL Ground School - Part Time Pilot Checkride Prep: PPL Checkride Prep - Part Time Pilot IFR Online Ground School: IFR Ground School – Part Time Pilot   PPL study group: https://www.facebook.com/groups/parttimepilot  IFR study group: https://www.facebook.com/groups/parttimepilotifr/   Recommended Products & Discounts:  https://parttimepilot.com/recommended-products-for-student-pilots/   

In today's episode, commodity market expert Al Kluis is joined by Nick Repke to break down recent crop reports, market reactions, and the role weather is playing in crop conditions. They analyze corn and soybean yield projections, livestock demand, and feed consumption, while also digging into market trends and chart analysis. The discussion includes geopolitical risks influencing market volatility and wraps up with a long-term perspective on grain prices, highlighting the value of strategic planning in grain marketing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Feeling uncertain about the real estate market given the headlines? 500,000 more sellers than buyers! $700 billion in sitting inventory! Forecasts of 1-2% price decreases by Q4!Don't let the news shake your confidence! In this video, Andrew Holmes, leading real estate investor and mentor, will cut through the noise and provide a clear, actionable update on the current real estate investing landscape. More importantly, he'll reveal how these very challenges can unlock unprecedented opportunities for savvy investors. Discover how to navigate shifting market dynamics and find hope, even when others see only obstacles.The Cashflow for Life podcast is about one thing: using real estate investing as a tool to create consistent cashflow every month for the rest of your life. Our mission is to help everyone in America buy their first 5 properties in the next 2 years, and have them paid off in 7 years. This is the 2-5-7 Cashflow For Life philosophy. Tune in to witness how ordinary people in our community have put this philosophy into action to increase their net worth and create consistent monthly cashflow as they continue their journey to build wealth for themselves and their families.==============Connect with us! ==============Facebook: @andrewholmesrealestate IG: @andrewholmesre

During the last part of June 2025, we have arguably the most magical New Moon of the year with the New Moon in Cancer on June 25th. The Moon will be conjunct Jupiter, the planet of expansion and blessings, taking place hours after Jupiter's annual conjunction with the Sun. This is the time to do some magic, work on your manifestations, and wish upon a star. Check out your forecast + some other astrological highlights in this latest video!Get in touch or book a reading:https://www.dogstaroracle.com/https://www.instagram.com/dogstaroracle/email: akriech@dogstaroracle.comJune 2025 Forecasts:https://youtu.be/rEaOsIe2N70?si=JgzDOrEmtO2zERZbChapters:0:00 Title01:01 Explosive Astrology of June 14 and 1503:33 Sun in Cancer08:34 Jupiter Cazimi14:37 New Moon in Cancer22:06 Mercury in Leo

How do analysts respond to company forecasts during mergers?Dr Ahmad Ismail from the American University of Beirut analyses over 2,000 U.S. takeovers to find out. His research shows that analysts are more likely to revise earnings upwards when companies forecast large cost-saving synergies, and when led by level-headed CEOs. These revisions often predict real market gains, pointing to a clear investment signal.Read more research: researchgate/Ahmad-Ismail

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Biofuel Blockbuster4:06 Middle East and Crude5:59 US Weather and Market Impact9:40 The Funds10:31 Brazil Corn Harvest

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Advanced packaging and chiplets are ready to be a big driver of performance increases in semiconductor manufacturing, thanks in no small part to AI pushing the limits. One small but dominant player in this market in BE Semiconductor (BESI stock), and their investor day update was full of important info for investors. Chip Stock Investor explains what's happening, and why BESI might be worth your time.Join us on Discord with Semiconductor Insider, sign up on our website: https://www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formWatch:https://youtu.be/CeXwakZy5r8https://youtu.be/EpJtJNsQPughttps://youtu.be/webbcQm78G4*****************************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #besi #besemiconductor #chipmanufacturing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Spotlight on BE Semiconductor(02:29) Understanding the Semiconductor Industry(03:22)The Fab Five and Market Dominance(05:10) Advanced Packaging: The Future of Semiconductors(06:57) BESI's Investor Day Highlights(15:29) Financial Projections and Market Position(19:30) Conclusion and Final ThoughtsNick and Kasey own shares of Applied Materials

Kathy Jones and Liz Ann Sonders discuss recent unemployment data, the upcoming Fed meeting, and the performance of the Magnificent 7 stocks. Then, Liz Ann Sonders and Cameron Dawson, Chief Investment Officer of NewEdge Wealth, discuss the “muddiness” in the current economic data and the overall landscape, focusing on inflation, tariffs, consumer behavior, corporate margins, and the outlook for earnings. They explore the complexities of the bond market, foreign demand for US securities, and the implications of corporate balance sheets on the economy. Their conversation also highlights the importance of international diversification and strategic portfolio construction in uncertain times.You can read Liz Ann and Kevin's midyear report, “2025 Mid-Year Outlook: U.S. Stocks and Economy,” on schwab.com.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.   All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.   Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.   Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.Investing involves risk, including loss of principal.   Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Money market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of an investment at $1.00 per share, it is possible to lose money by investing in the fund.Correlation is a statistic that measures the degree to which two securities move in relation to each other.Schwab does not recommend the use of technical analysis as a sole means of investment research.  The book Stranger in a Strange Land is not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Schwab has not reviewed the book and makes no representations about its content.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.  All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.​​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.(0625-6XWH)

CBS Sports dropped the best- and worst-case scenarios for every AFC South team — how do they stack up for the Texans? Are you feeling more confident… or a little nervous? ITL breaks it down. Plus, Figgy's Mixtape brings the laughs with top Father's Day gifts, dad jokes, and a celebration of the best TV dads of all time.

It launched a new website where you can see its predictions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of tariffs and the ongoing trade war, the implications of budget bills on the economy, and insights into inflation and the labor market. They explore how tariffs are affecting economic indicators, the challenges in estimating tariff revenue, and the potential impact of upcoming economic reports on Federal Reserve policy.You can read Kathy's midyear report, “Fixed Income Outlook: Cool and Cloudy” on Schwab.com. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Currency trading is speculative, volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0625-43K6)

Doug and Greg begin this week's episode with a critique of Jamie Dimon's forecasts regarding the bond market and financial predictions in general. They explore the rise of autonomous driving technology, the world-changing impact of American investment in innovation, and the influence of the political climate on markets and investment strategies. Key Takeaways [0:18] - Our reactions to Jamie Dimon's bond market hurricane prediction [04:50] - Forecasts are essentially worthless [07:31] - The autonomous driving revolution is here [10:27] - Magnificent 7 reinvesting cash flows with growth [15:27] - Political bias should not influence investment decisions. [18:02] - Market reaction to the new tax bill and Musk's opposition [23:16] - Could weak economic data/jobless claims lead to fed rate cuts? View Transcript Links Jamie Dimon Says Crack in the Bond Market Is ‘Going to Happen' Over the last ~100 years, the stock market has been up 76% of the time over all rolling 12-month periods Barry Ritholtz Warns: Don't Mix Investing and Identity Politics Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated

Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com

In this episode, host Reese Tisdale is joined by Bluefield Senior Analyst Amber Walsh, who shares insights from her latest research on the growing water demands of high tech. With billions in investment flowing into semiconductor fabs and data centers, these sectors are becoming major players in the water space—and are quietly reshaping infrastructure strategy from the ground up. Bluefield's water experts unpack key trends, including: The increasing reliance on ultrapure water and advanced reuse systems in next-gen semiconductor manufacturing. How the rise of artificial intelligence is intensifying thermal loads, forcing data centers to adopt more water-intensive cooling technologies—and driving new investment in water management. The emergence of Water-as-a-Service models and public-private partnerships, as firms like Intel, Microsoft, and Amazon Web Services rethink how they finance and manage water infrastructure. This episode offers a clear view of how data centers and semiconductor fabs are becoming central to the conversation around water strategy—and why utilities, investors, and vendors should be paying close attention. If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. & Canada Industrial Water & Wastewater Market: Key Trends and Forecasts, 2024–2030 Investment Pours into Spain Data Centers