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AI investment is reshaping the global outlook. In part one of this economic roundtable, our panel explores where the momentum is strongest — and where investment still needs to catch up.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. Michael Gapen: And I'm Michael Gapen, Chief U.S. Economist. Chetan Ahya: And I'm Chetan Ahya, Chief Asia Economist. Jens Eisenschmidt: And I'm Jens Eisenschmidt, Chief Europe Economist. Seth Carpenter: And today is going to be our third quarter economic roundtable taking a wide-angle view on the global economy and all the key forces shaping our outlook and the economy. Seth Carpenter: It's Monday, July 20th at 10am in New York Jens Eisenschmidt: And 4pm in Frankfurt. Chetan Ahya: And 10pm in Hong Kong. Seth Carpenter: Since our last roundtable in April, the global economy has continued to face all sorts of shocks, a mix of resilience and friction. Inflation pressures have not disappeared. Energy and geopolitical risks have come up, they've receded, they've come back, they've receded all over the place But there is one underlying source of momentum that we have to talk about. And that is the AI-driven CapEx cycle. Michael, let me turn to you because the U.S. is a real focal point of all of this. Tell me a little bit about where Morgan Stanley Research is thinking about hyperscaler CapEx. How big it is? And then for you, when you think about the U.S. economy, just how big of a driver is it for what we're looking for in the U.S.? Michael Gapen: Yeah, we continue to revise higher our estimates for hyperscaler and AI-related CapEx in the U.S. economy. We were thinking a little over a trillion for 2027. Now we're more like 1.2 - 1.3 trillion, maybe as high as 1.4 trillion in 2028. So, the level of hyperscaler spending continues to keep rising. The growth rate and its effect on the economy is likely to slow. But as you noted, it's still a major driver of momentum in the U.S. You would look at that headline number and think, "Wow, that's, you know, 3.5 percent or so of GDP. Must be a massive source of momentum for GDP growth." But roughly about 60 percent of that hyperscaler CapEx spending goes to items like computers and peripherals, equipment spending categories that have a very, very high import content. We still get a significant number that AI CapEx is probably contributing around 40 basis points to growth this year. Be a similar-sized amount perhaps next year.So, for an economy that's growing somewhere a little bit above 2 percent right now, maybe closer to 2.5 percent next year, that's a non-trivial amount. We just have to remember it's fueling growth around the world, just not here in the U.S. Seth Carpenter: Yeah, that's a really great point because I have seen some estimates where people say, "Well, if it wasn't for AI CapEx, the U.S. economy wouldn't have grown at all." And that's clearly wrong, as you point out. But U.S. imports are necessarily exports from somewhere else. And, Chetan, if I can pull you into the story then, U.S. firms are buying a lot of AI-related equipment from Asia. What does that mean in your part of the world? And in particular, I'm thinking about Korea, Taiwan, and maybe some other economies in Asia. What's the critical story there? Chetan Ahya: So, for Asia, this has definitely been a big boon. If you look at Asia's exports, they have been booming, and particularly for the ones which are exporting semiconductors to the U.S. They are seeing semiconductor exports growing by 90 percent. And when we go back in time and compare Asia's semiconductor exports, it's very tightly linked to the U.S. IT CapEx. And it's not surprising when Mike Gapen mentions about the imports going up. It's on the other side, helping Asia's exports quite meaningfully. So, so far, we've seen this benefiting Korea, number one, Taiwan, and also Japan. All these three are big beneficiaries of U.S. AI CapEx. And of course, also not just U.S., but the other countries which are doing any little amount of CapEx on AI front, that's also helping these three economies in the region. Seth Carpenter: You've been doing a lot of work, Chetan, recently about how much the story can actually broaden out, that the AI CapEx cycle has really contributed to Asian growth, but it doesn't tell the whole story that there's a broader industrial cycle. Can you give us a little bit of a flavor of that story? Chetan Ahya: That's right, Seth. So, we are actually highlighting that there is a CapEx and industrial super cycle that is underway in Asia, and there are four components to this story. AI and semiconductors CapEx, which we just briefly discussed. Number two is energy. Number three is defense. And number four is industrial supply chain onshoring related CapEx. I know that everybody still thinks that AI is the most important part of this story, but when I give you the numbers and the breakup of that... So, for Asia, AI and semiconductor companies CapEx is about $380 billion in 2026, but energy CapEx is going to be $900 billion. So, this is a far broader story than just AI for Asia. Seth Carpenter: Mike, let me come back to you and to the U.S. then. So, isn't the growth story also broader than that as well domestically? So, what's going on in terms of consumer spending in the U.S., and is there a broader CapEx story in the U.S. as well? Michael Gapen: I would say, is it broader than that? I think maybe you could argue also it's narrower than that. Here's what I mean by that. As I noted AI CapEx contributing about 40 basis points to growth, it's certainly underpinning equity valuations in the U.S. and underpinning strong wealth creation. So about [$]180 trillion in household net worth in the U.S. About [$]55 trillion of that has been created in just the last five years alone, underpinned in part by AI-related spending and optimism about future profitability. That's really supported spending by upper income households. So, I think it's both investment-led and consumer-led, but they're inextricably linked. So, the positive for the U.S. is that it's providing a lot of resilience. The negative component of that is it feels like momentum in the U.S. is narrowly driven. Jens Eisenschmidt: Let me maybe jump in here from Europe to provide some perspective from the other side. So, I think it's a fair summary to say that AI investment is not yet, or maybe will never get there, dominating the business cycle. What we do have instead is an unusually consumption-driven expansion. That has to do not so much with an extraordinary strength of consumption, but more of an absence of other factors. Now, prospectively looking forward, we think the fiscal expansion might help lifting us a little bit. And then it is really the debate how much AI investment can arrive in Europe. For now, I would say it's probably a factor of 20 that separates European investment plans from the plans we know that exist for the U.S. Seth Carpenter: Let me stick with you then in Europe because you brought up fiscal as one of the factors going on here and where it's going… You and your team recently wrote a blue paper talking about what the outlook is for fiscal policy in Europe, and in particular, we had this era of cheap debt. Interest rates in Europe were low, at times negative. It was super easy to borrow. Not as much happened then. There's been a shift towards more fiscal expansion at the same time that interest rates have gone up, causing the cost of debt to go up. Feels like there's a lot of push and pull going on. Can you unpack for us a little bit what was in that paper you wrote, what's going on with fiscal policy in Europe, especially in Germany? And what it might mean over time for Euro-area countries? Jens Eisenschmidt: Yeah, so I think fiscal policy in Europe really is looking at a regime shift. So, there is this very famous, probably in the U.S. even more so than here, notion that the Europeans have built a very comfortable welfare state. And that's true if you just look at the accounting from a GDP perspective. It's close to 50 percent that, you know, budgets are actually extended on welfare spending. And now you have three structural headwinds for any type of fiscal spend. So, one is aging related costs, you mentioned it already. Defense spending has to increase significantly, and the interest rate costs will also rise significantly. All of that means there will be very hard choices to be made. The one thing that actually could help here is growth. Growth is the one thing that's, for now at least, missing, at least in comparison to the U.S. It's probably half what we expect, what the U.S. colleagues think is in stake for the U.S., and a quarter or even less than that of what is there in Asia. So, growth is really the key, the solution, the answer to everything in Europe. More growth than just 1 percent, which is potential, would help solving that fiscal challenge. For now, it looks really, really like an uphill battle. Returning to Germany, it's the one country that has a very good fiscal starting position. They are pushing a lot but they're to some extent pushing a string. So, even with the German huge fiscal package, given that private sector investments so far are absent, doesn't get us a ton of growth. Seth Carpenter: Chetan, maybe I'll come back to you before we close part one of this roundtable. The AI CapEx cycle started with AI, broadened out further. How long do you expect this cycle to last? How durable can it be? And how might it compare to previous CapEx cycles? Chetan Ahya: Yeah, Seth. So, we think this will be a multi-year CapEx cycle. And when we are thinking about the duration of the cycle, there are two things that I would keep in mind. Number one is that most of the drivers that we just discussed – the CapEx on AI, energy, defense, and industrial supply chain onshoring related investments – these are all structural drivers. So, we think these are going to continue for some more time. At this point of time, we have the visibility for this cycle to be lasting for three-four more years. And then the second point of framework that I would keep in mind is that the corporate balance sheets are in a pretty good shape. So, when you are thinking about the leverage in the private sector, you can look at both households and the corporate sector balance sheet. But since the cycle is CapEx driven, we are looking at the corporate balance sheets, and they are in a pretty good shape. Across the region, corporate debt to GDP is below where it was in 2019. Seth Carpenter: Mike, let me, let me wrap up quickly with you. We talked about AI, AI CapEx. For now, that's a very strong demand story. When are we going to see a supply side of things coming from AI? Are you already seeing a big contribution to GDP and growth from productivity coming from AI? Michael Gapen: We are, but not outside of the high-tech sectors, and we're seeing limited, what I'll call labor market restructuring of tasks and occupations beyond high AI-exposed occupations. So right now, everything is still very isolated I think maybe as we get into 2029 and beyond, so as Chetan says, we probably have a three to four-year super cycle here around a build-out phase. Then we might see some of that broader-based diffusion to other non-tech sectors in the economy. Seth Carpenter: All right, Jens, for you, let's wrap up here. So, what is the state of play for the build-out in the CapEx cycle for AI in Europe? Jens Eisenschmidt: Yeah, it's very early stages. As I said before, we really; we connected to all the industry experts or analysts covering the sector and the total plans are a factor of 20 below what we see in the U.S. by just the seven hyperscalers. So, I would say very fragmented, very small, in general. Not only AI. I think the one thing I would be looking at for any type of sign of revival, sign of growth is investment. The second would be investment. And you can guess what the third would be… Investments in the core countries. That's really what we need to see, and we haven't seen much in Germany or France on this front. Seth Carpenter:That's a great place for us to stop today. We talked about the real side of the economy, AI, CapEx, trade. Tomorrow we're going to come back, and we'll talk about how that growth outlook affects inflation. And once you start talking about growth and inflation, you got to talk about policy, and that's where we'll be tomorrow. Mike, Jens, and Chetan, thank you for joining today. And for the listeners, thank you for listening. Be sure to tune in tomorrow for Part 2 of our conversation. And I have to say, if you enjoy this show, please leave us a review wherever you listen, and share Thoughts on the Market with a friend or a colleague today.

In the second part of our economic roundtable, Michael Gapen, Jens Eisenschmidt and Chetan Ahya join Seth Carpenter to discuss how central banks are balancing sticky inflation, resilient growth and regional policy trade-offs.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. And once again today, I am joined by Morgan Stanley's chief regional economists: Michael Gapen, the Chief U.S. Economist, Jens Eisenschmidt, our Chief Europe Economist, and on the other side of the world, Chetna Ahya, our Chief Asia Economist. Yesterday, we talked about what's supporting growth around the world, especially AI spending in the U.S. and some government spending in Europe, and Asia's role in making all of this happen. Today, we're going to try to dig deeper and go into policy. It's Tuesday, July 21st at 10 am in New York Jens Eisenschmidt: And 4pm in Frankfurt. Chetan Ahya: And 10pm in Hong Kong. Seth Carpenter: Since the last time we did this in mid-April, I will say the debate around central banks has probably become more complicated. Global growth has held up, probably better than many people expected. And inflation, which picked up a lot, started to recede. But it has not gone away. And some of the forces helping to shape the economy, the AI spending, government spending, that possible upswing in manufacturing, that could keep demand strong, and it might keep pushing inflation higher. So, the question today is, if growth remains resilient, how much room really do central banks have to navigate? Mike, let me start with you because your call for the Fed here in the U.S. is out of consensus, or at least at odds with where the market is pricing things. We talked about the demand going from AI. You pointed out that imports are actually limiting how much domestic demand there is. So, what is the underlying story for inflation in the U.S.? And what does it mean for the Fed? Michael Gapen: So, our view is that inflation will come down in the U.S. So, we think disinflation will be driven by some payback in energy prices. Some payback from tariffs, which have pushed up goods prices over the last year. And some further diminishment in housing-related inflation, namely shelter. So, we think on a broad-based perspective, inflation has already peaked and will start moving lower. And we think we've seen evidence of this in recent inflation prints. A risk to that, though, is from the demand side of the economy and AI-related inflation in two parts. One, higher software prices, chipflation. So, the pass-through of some of the AI pricing components. Fortunately, here, they're about less than 1 percent of the consumer basket. So, we don't think that there's a great risk, a strong risk, a high risk of AI-related inflation in the consumer bundle. I think the real risk is that maybe we underestimate broad-based demand, animal spirits. And so, you might just see a broad-based increase in inflation from stronger demand. That'll be a little bit harder to see in real times. But our expectation is that inflation moves lower to about 3 percent, by the end of this year and closer to 2.5 percent next year. Seth Carpenter: All right. Thanks, Mike. And in fact, the most recent inflation report that we just got confirms your perspective that inflation should be coming down. And so, I guess the question then remains: What would it take for the Fed to hike this year if inflation has come down like we've seen? Michael Gapen: Well, I think that the answer there is that inflation wouldn't come down in line with our expectations. So, if the view is that energy prices, tariffs, and shelter inflation should provide plenty of offset and bring inflation down, I think the answer is you don't get payback. Explicitly, core goods prices stay elevated. Maybe we get ongoing disruptions in the Middle East that push energy prices higher and create second-round effects. So, I think inflation just lingering at elevated levels could mean the Fed gets brought in to raise rates in September or later this year. We think if they're patient enough, they'll see enough disinflation to keep them on the sidelines. But the risk is disinflation forecast is too optimistic, inflation stays firm, the Fed needs to raise rates. Seth Carpenter: All right, Jens, what about for you and the ECB? They've already raised interest rates once this year. I think you've got a forecast for them raising interest rates again in September. What could make you wrong about that forecast? What's going to make you convinced that you're right about that forecast? And is there a similar tension that the ECB is wrestling with that Mike talked about for the Fed? Jens Eisenschmidt: Yeah. I mean, starting with the last part of your question, I think no doubt, very similar tension. Just that, of course, it's less obvious. It's essentially a nuanced European version instead of the loud American version that we always stereotypically think the world looks like. So, essentially, we have here clearly not an AI boom. That, I mean, there's no question. And we have discussed that yesterday. Still, there is certainly the notion that the world demand is not really weak, and some of this will also arrive in Europe. And so, you have that tension between maybe there's more resilience than we had thought, and so inflation will not come down through to slack as much. And so, we might actually add something here in terms of monetary restrictiveness. Now, the other thing that is often forgotten, even though it's blatantly obvious, the starting point is just different. The ECB is running neutral monetary policy by all accounts. I mean, you could say 2 percent is neutral, and now they are 2.25. But, you know, there are ranges of uncertainty around any estimate. And the latest that they published runs – goes from 1.75 to 2;2.5. So basically, even if they were to increase rates to 2.5 in September, you could go with the microphone around the governing council, and you would probably find a lot of people saying, "Well, this is still a neutral policy." That's probably not the case for the U.S. So, I guess this matters here for that debate too. Seth Carpenter: All right. Yesterday we talked about lots of different things, but for Europe, we brought up fiscal policy. How do you think about fiscal policy and how it affects monetary policy? And so, I'm thinking about two channels. One, how much does the ECB care that if they keep pushing up interest rates, they're going to increase the debt service burden for countries that are already facing high debt costs? And second, is fiscal policy going to be the extra impetus for inflation that forces even more rate hikes from the ECB? Jens Eisenschmidt: I guess it depends on who you ask. Certainly, more concerned members in the governing council that would point to exactly that fiscal stimulus as a reason why interest rates have to be increased further from here. The other answer I would give is – probably for now at least, the view on fiscal policy is really model-based. You look at what type of increase in interest rate gets you essentially more fiscal restraint because there's an increase in interest rate bill and so less spending somewhere else. And that gets you basically less stimulus or less growth, I mean, very roughly speaking. I don't think it's a major concern for now. We haven't reached yet interest rates where this would start to play a role. I guess, again, Europe being fragmented as it is, with all the political risk that's around the corner. Think about the elections in France and Italy and Spain next year. That will very likely find itself expressed in spreads. And so, the higher the interest rates are, the larger the spreads could become. Seth Carpenter: So, for each of you, there's clearly a role for inflation. One of the risks we'll talk about maybe is inflation expectations and how maybe there's a big shift in what's going on with inflation. But Chetan, that brings me to you and Asia, because one economy where there unquestionably has been a fundamental shift in inflation and inflation expectation over the past several years is Japan. The Bank of Japan is on this normalization path where they're raising interest rates. Interest rates had been negative and then zero, and now they're gradually raising things up. Inflation has come back to Japan. Markets are looking at what the Bank of Japan is likely to do. Can you tell us a little bit about what our view is for the Bank of Japan this year and next? And what might make them hike interest rates faster than we think? And is there any risk that in fact they hike interest rates slower than we think? Chetan Ahya: Yeah, Seth. So, we are expecting BoJ to hike twice from here. The first rate hike is coming up in December of this year, and then another one coming up in June of next year. And then we think that, you know, the underlying inflation trend in Japan is not really that strong. So, while market pricing is for about three more rate hikes instead of two that we are building in our base case. And some of the macro investors are even talking about four more rate hikes. We think the underlying inflation trend warrants a caution and BoJ to go slowly than what the market is pricing in and what the macro investors are saying in. And the key part of our framework on thinking about Japan's inflation is that bulk of the explanation to inflation rise in Japan lies in currency moves. And secondarily, you can look at also the other drivers are more from supply side, which is higher energy prices or food prices. Whereas it's not driven so much by demand. To elaborate further on why it is not driven by demand, when you look at Japan's consumption trend, and if you index it to hundred at pre-COVID levels in September [20]19 then it's currently about 101; i.e., that it's just about 1 percent up over the last seven years. So that's a very tepid trend of consumption demand. And therefore, we don't think that BoJ needs to rush into hike in a more aggressive pace going forward. Seth Carpenter: So, there is this fundamental shift, but boy, it's not on a tear, and so the BoJ can take its time. You know, Chetan, it's hard to wrap up a conversation about the global economy without talking about China. I get the sense that there's not a lot going on with monetary policy, but we did just see a soft Q2 GDP print. So, against that backdrop, what should we be expecting in terms of policy? Is there any monetary policy coming? Or is there going to be some fiscal expansion? Or is China just sort of stuck in this lower gear? Chetan Ahya: Yeah, Seth. So, we were also surprised by the soft GDP print. But when you look into the data, actually, it was interestingly doing well on exports. And I mentioned earlier about how the global CapEx trend is helping Asia. It's definitely helping China too. But at the same time, China's domestic demand turned out to be quite weak. And particularly in the areas where we think that the policy response can be providing some help, i.e., infrastructure spend, was also very weak. And therefore, we are expecting that in the back half of the year, you will see the government taking up some fiscal expansion. Not new stimulus announcement, but whatever they had budgeted. They have enough room within that to utilize that budget and actually increase that fiscal spending towards infrastructure. We have about 2 trillion RMB worth of funds available for the government to go ahead and spend in the second half. And then lift that growth trend, which has dipped to 4.3 percent in second quarter to back to 4.6 percent in the back half of the year. Seth Carpenter: You know what? Maybe that's a great place for us to leave it. We've gone around the world again today, but this time focusing much more on policy. In the U.S., the Fed is facing this interesting situation. We think inflation is coming down. The last CPI print went in our favor. And so as a result, our forecast is that the Fed doesn't change policy at all this year. But it's going to come down to the data, and in particular, whether or not Mike and his team are right in terms of where inflation is going. In Europe, the ECB has already raised interest rates once this year. Jens and team are looking for another interest rate hike. The ECB really does seem more sensitive to inflation coming from the energy shock, but there are lots of other crosscurrents that they're paying attention to as well. And then the other major developed market central bank, the Bank of Japan, is on this normalization path. They are in the process of raising interest rates, but Chetan pointed out to us that the growth rate is such that they don't have to be in any sort of hurry, and they can take their time. So, with that, Mike, Jens, Chetan, thank you so much for helping us connect all of these dots. And to the listeners, thank you for listening. If you enjoy the show, please leave us a review wherever you listen. And share Thoughts on the Market with a friend or a colleague today.

Today we are rehashing Younger Season 5, Episode 11: "Fraudlein." Join us as we discuss the Empirical team traveling to Frankfurt for a book fair, the return of Cheryl, a spontaneous Cabaret performance and so much more!

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Er steht erst seit drei Jahren hinter den Decks – und hat trotzdem schon beim renommierten Festival „World Club Dome“ in Frankfurt 2026 auf der Mainstage Outdoor aufgelegt: DJ Maximilian Gunkel, besser bekannt als MGUN. In dieser Folge von „Mensch, Meike!“ ist er zu Gast bei Meike Buschening-Kaffenberger und spricht er über seine Anfänge als DJ, seine Leidenschaft für elektronische Musik und seinen ganz eigenen Sound. Warum Musik für ihn keine Frage der Generation ist, warum in der Partyszene gerade Daydrinking-Events angesagt sind und was das Besondere ist bei Rooftop-Parties aufzulegen, hört ihr in dieser Folge von „Mensch, Meike!“. Let the music play!

Vi er nået til Frankfurt am Main - og herfra har man en perfekt udsigt ud over den finansielle verden. Vi besøger Thomas Broeng Jørgensen, der sidder helt i toppen af Den Europæiske Centralbank. Hvordan ser det hele ud fra 36. etage? Til sidst skyller vi det hele ned med en omgang Frankfurt am Main-specialitet. Næsten. Vært: Ulrik Rosenkvist Schultz. Fast gæst: Sune Aagaard. Medvirkende: Thomas Broeng Jørgensen, generaldirektør for tilsyn med specialiserede og mindre banker i Den Europæiske Centralbank.

Wir rauchen die neue Zino Honduras!

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Warum Gerald Hörhan trotz Krise optimistisch auf den deutschen Immobilienmarkt blickt und wie er sein Unternehmen radikal mit KI umbaut. Im zweiten Teil des Gesprächs mit dem Investmentpunk wird es konkret: Marktauswahl, KI im Vermieten und drei Fahrpläne für Investoren vom ersten Kauf bis zum Ausstieg aus dem Job.Das nimmst du aus dieser Folge mit:Warum KI im Immobilienbüro aus stundenlanger Arbeit drei Minuten macht und wer sie ignoriert den Anschluss verliert.Woran Hörhan einen werthaltigen Markt erkennt und warum Frankfurt für ihn Bitcoin und Chemnitz Shitcoin ist.Wie du mit 100.000 Euro Eigenkapital startest, ab 10 Einheiten klug weiter finanzierst und mit 50 bis 100 Einheiten planbar vom Cashflow lebst.Gerald Hörhan, bekannt als Investmentpunk, investiert seit über 20 Jahren in Immobilien und hat allein in den letzten drei Jahren Mehrfamilienhäuser für über 20 Millionen Euro gekauft.Das ist Teil 2 der Doppelfolge. Teil 1 hörst du in Folge 249.Unseren Gast findet ihr:Instagram: ⁠instagram.com/investmentpunk⁠LinkedIn: ⁠at.linkedin.com/in/geraldhoerhan⁠YouTube: ⁠Investment Punk Academy⁠Website: ⁠investmentpunk.com⁠---

Andy Buch hat als Polizist neben dem Dienst einen Bestand aus mehr als 100 Immobilien aufgebaut. Über seine erfolgreiche Reise zur finanziellen Freiheit spreche ich mit ihm in dieser Podcastfolge. ✘ ⁠⁠⁠⁠⁠⁠⁠⁠HIER⁠⁠⁠⁠⁠⁠⁠⁠ gibt es die Tickets für den Tag der Persönlichkeitsentwicklung am 26. September bei Frankfurt am Main.✘ Bewirb dich für Deutschlands stärkstes Wachstumsnetzwerk ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.die-wichtigste-Stunde.de⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #nobrainer✘ Mein Kinderbuch "Ein Papagei namens Selly: 22 Geschichten, wie Kinder Freunde gewinnen, mutig werden und groß träumen" ist ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HIER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠bestellbar.✘ Mein neues Buch "Erfolg ist kein Zufall" ist ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HIER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ bestellbar.✘ Tickets für den Tag der Persönlichkeitsentwicklung am 26.9.26 sind ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HIER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠bestellbar.✘ Bestelle dir jetzt mein weiteres SPIEGEL-Bestseller-Buch "Du kannst nicht nicht verkaufen: Beruflicher und privater Erfolg dank der 22 Gesetze eines Topverkäufers" ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠KLICKEHIER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✘ Du möchtest endlich ein Immobilien-Portfolio aufbauen? Dann frage unbedingt bei meinem Unternehmen "Erfolg mit Immobilien" an und vereinbare ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HIER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ein Kennenlern-Termin.✘ Du willst ein Teil meiner Mastermindreise vom 31.10. - 06.11. auf Djerba werden. Alle Infos zu dieser Beach-Mastermind findest du in der Videovorstellung ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HIER ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠und als PDF ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HIER⁠⁠⁠⁠⁠⁠⁠⁠

Täuschen, löschen, manipulieren – Dobrindts neue Macht für Geheimdienste Der Verfassungsschutz soll künftig nicht mehr nur beobachten. Er soll Datenströme unterbrechen, Informationen verändern, Dateien löschen und sogar falsche Angaben verbreiten dürfen. Der Verfassungsschutz könnte künftig nicht nur beobachten, sondern selbst manipulieren. Das ist mehr als dramatisch für einen Rechtsstaat. Der Bundesnachrichtendienst (BND) soll massenhaft Daten an zentralen Internetknotenpunkten wie Frankfurt abgreifen. Illegal erworbene Beweise dürfen trotzdem gegen die Bürger verwendet werden. Einen Rechtsschutz gegen dieses Vorgehen der Spione gibt es nicht, sagt Staatsrechtler Ulrich Vosgerau gegenüber TE, und Klaus-Rüdiger Mai zieht die Parallele zur Stasi. Wenn Ihnen unser Video gefallen hat: Unterstützen Sie diese Form des Journalismus: https://www.tichyseinblick.de/unterstuetzen-sie-uns

Ein 600-Seiten-Angriff auf die Bürgerrechte – klammheimlich am Parlament vorbei. Während ganz Deutschland die WM verfolgt, plant Innenminister Alexander Dobrindt (CSU) den Umbau des Rechtsstaats. Während Deutschland abgelenkt ist, liegt ein neuer Referentenentwurf zur Neugestaltung des Verfassungsschutz- und des BND-Gesetzes auf dem Tisch. Verfassungsrechtler Dr. Ulrich Vosgerau stellt im Gespräch mit Maximilian Tichy klar: Uns droht hier zwar kein unkontrollierter Geheimdienststaat nach US-Vorbild, weil unseren Diensten dazu schlicht die Kompetenz fehlt – aber der Machtmissbrauch ist in diesem Referentenentwurf schon angelegt. Denn der Verfassungsschutz jagt keine Schwerverbrecher, sondern nimmt fast ausschließlich legale politische Ansichten von Bürgern ins Visier. Dazu kommt der neue Plan: Der Bundesnachrichtendienst (BND) soll massenhaft Daten an zentralen Internetknotenpunkten wie Frankfurt abgreifen. Weil man In- und Auslandskommunikation im Netz nicht trennen kann, werden deutsche Staatsbürger automatisch mitbespitzelt. Dazu kommt noch eine Schwäche des deutschen Rechtssystems: illegal erworbene Beweise dürfen trotzdem gegen die Bürger verwendet werden. Einen Rechtsschutz gegen dieses Vorgehen der Spione gibt es nicht. Statt unabhängiger Richter soll eine "Gerichtsartige“ Kommission die Geheimdienste sowohl steuern als auch kontrollieren. So werden die Bürger einem nicht gewählten, nicht öffentlichen und nicht rechtsstaatlichen Tribunal ausgeliefert. Was ist Ihre Meinung zu dem neuen Referentenentwurf? Diskutieren Sie mit uns in den Kommentaren!

Digitale Souveränität und Datenschutz scheinen manchmal wie ein Hemmnis, sind aber sogar für unsere Gesellschaft und unsere Demokratie essentiell. In dieser Episode spricht Eberhard mit Dr. Felix Sühlmann-Faul, dem Erfinder dem PRIVA SCORE, über die Auswirkungen dieses Themenkomplexes - und was er für Software-Architektur tatsächlich in der Praxis bedeutet. Felix spricht bei den IT-Tagen 2026, 2026-12-07 - 10 in Frankfurt. Mit dem Code ITT26-SIS-352 gibt es 100 Euro Rabatt. Links Felix Homepage - dort kann man sich auch einen Termin buchen PRIVA SCORE Timnit Gebru Steinmüller et al, Grundfragen des Datenschutzes, 1971 FragDenStaat Petition zum Erhalt des Informationsfreiheitsgesetzes Hyperscaler Exit mit Lucas Dohmen Digitale Souveränität in der Software-Architektur mit Sven Müller

Waldbrand-Warnstufe „Orange“ bei uns in Mittelhessen! Egal ob in Wettenberg, Bad Nauheim oder Cölbe - überall da, wo der Deutsche Wetterdienst misst, sieht er aktuell die Gefahrenstufe 3 von 5 für Wald- und Wiesenbrände. Und das noch mindestens bis Dienstag, trotz angekündigter Gewitter. Der FC Gießen empfängt morgen die Eintracht Frankfurt zu einem Testspiel im Gießener Waldstadion. Ein echtes Highlight für die Gießener Mannschaft, sagt Gießens Geschäftsführer Michèl Magel „Warum ich?“ steht auf einer Holzfigur, die ab morgen mitten im Wetzlarer Dom steht. 40 davon sind Teil der Installation „Mitten unter uns“ - die auf das Thema sexualisierte Gewalt hinweisen. Bis zum 2. August ist die Installation in Wetzlar zu sehen. In den letzten beiden Jahren war sie schon in Limburg und Frankfurt aufgebaut.

Fri, 17 Jul 2026 03:45:00 +0000 https://jungeanleger.podigee.io/3233-borsepeople-im-podcast-s25-15-julia-bunz 229029db23c52952abd8fcf43f0a59a1 Julia Bunz ist Founder und Managing Director von One Villas e.u., einem datenbasierten Vermieter von exklusiven Ferienimmobilien. Mit der Ex-Bankerin connected hat mich ein deutscher Kapitalmarkt-Wegbegleiter, Tobias Bosler, er spielt im Podcast auch mehrere Rollen. One Villas richtet sich an Eigentümer und auch Gäste, wir sprechen über Preisstrategie, Kautionen, Mietverträge, Daten und künstliche Intelligenz - Claude und Tobias kommen ungefähr gleich oft vor. Und es wird gelacht, incl. kleinem Kleid-Hoppala während der Aufnahme. Und auch ihre Lieblingsaktien und der Sport kommen nicht zu kurz, Julia war in der Jugend als Quasi-Profi aktiv. office@one-villas.com https://www.one-villas.com https://why.one-villas.com About: Die Serie Börsepeople des Podcasters Christian Drastil, der im Q4/24 in Frankfurt als "Finfluencer & Finanznetworker #1 Austria" ausgezeichnet wurde, findet im Rahmen von http://www.audio-cd.at und dem Podcast "Audio-CD.at Indie Podcasts" statt. Es handelt sich dabei um typische Personality- und Werdegang-Gespräche. Die Anniversary Season 25 wird nach davor 24 Seasons mit fixen Presentern und insgesamt 574 Folgen (seit 2022 jeden Montag, Mittwoch und Freitag) nun für eine Freestyle-Phase ohne fixe Sendetermine sorgen, die bis Ende Sommer dauert. Als Nebeneffekt soll die Logistik rund um Drastils Fanboy-Buch, vgl. http://www.christian-drastil.com , erleichtert werden. Welcher der meistgehörte Börsepeople Podcast ist, sieht man unter http://www.audio-cd.at/people. Der Zwischenstand des laufenden Rankings ist tagesaktuell um 12 Uhr aktualisiert. Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . Du möchtest deine Werbung in diesem und vielen anderen Podcasts schalten? Kein Problem!Für deinen Zugang zu zielgerichteter Podcast-Werbung, klicke hier.Audiomarktplatz.de - Geschichten, die bleiben - überall und jederzeit! 3233 full no Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) 1685

Warum ausgerechnet Bremen? Liebeserklärungen sind ja meist tief in einem selbst begründet. Also folgt mir nach Bremen. Vorgeschichte 1984: Da bin ich (fast) jeden Montag mit dem IC (das drangehängte E gab's noch nicht) von Frankfurt nach Norden gefahren, um am Dienstagmorgen „Bremen und Umzu“ aus dem Radio heraus zu wecken. 6-9 Uhr, Hansawelle. Ich habe Bremen geliebt und es gleichzeitig nie richtig kennengelernt. Der „Rück-Zug“ ging nämlich meist um 11 Uhr, manchmal schon um 9 Uhr 56. So hab ich die Liebe zu einer Stadt vertan. Okay, mag man sagen: „Er war jung und brauchte das Geld“, da kann man sich Gefühlsduselei nicht leisten. Stimmt: Radio Bremen, genauer die Norddeutsche Funkwerbung, zahlte hervorragend. Aber was auch stimmt, war das Gefühl in Bremen irgendwas verpasst zu haben. Jetzt, 42 Jahre später, war ich endlich wieder dort.  Es war kein Zurückkehren, sondern eher der Versuch eine „neue Liebe“ zu finden. Mehr darf man da auch nicht erwarten. Ob es geklappt hat? Hört selber. Im Podcast ist das alles festgehalten. Moin Bremen! Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Immerhin wusste ich Eins aus der Erinnerung: Bremen ist kein Ziel für einen Tag oder eine Nacht. Deshalb habe ich endlich einmal gleich mehrere Tage daraus gemacht. Kritische Geister werden vielleicht anmerken, das könne doch nie eine Liebesgeschichte werden. Letztlich sei diese akustische Story auch nur ein Stadtporträt. Stimmt, aber eine, die versucht sich auf das Stadtgefühl einzulassen. Mit meinen Gefühl, meiner ganz normalen Wahrnehmung und meiner subjektiven Intelligenz. Letztere ist übrigens nicht künstlich. Ich hoffe, nein ich weiß, das hört man Dieser Podcast ist so eigenwillig wie lang. Letzteres bedingt Ersteres. Ich habe viel zugehört und deshalb kommen die Akteur:innen auch ausführlich zu Wort. Neugierde braucht Zeit. Ich habe sie mir genommen und hoffe, Ihr belohnt dies mit Eurer Zeit fürs Zuhören. Facts & Gefühl Bremer Himmel – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Der Podcast wird deshalb auf dieser Seite nicht „nacherzählt“. Hören ist deshalb unerlässlich! Ergänzt wird er auf dieser Seite mit den wichtigsten Facts, um die Story nachempfinden zu können. Ortsangaben, Sehens- und Fühlenswertes, belegt mit Fotos und Links, um (hoffentlich) Eure persönliche Zuneigung zu entwickeln. Viel Spaß beim Hören, denn dafür werden Podcasts gemacht. “Die gute Stube” Mein fachkundiger Begleiter durch Bremen, City-Guide Hendrik Pröhl; hat den Bremer Markt so genannt. Hier ist das Zentrum und hier habe auch ich angefangen, Bremen neu zu entdecken. Gute Stube: Roland, Rathaus, Dom – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Rathaus, Roland, Dom und Bürgerschaft: All diese Dinge haben eine Adresse: Am Markt, 28195 Bremen Nur der Dom macht eine Ausnahme. Dessen Adresse lautet “Am Dom”. Ach was?! Bremische Bürgerschaft – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Letztlich gehen die beiden großen Plätze ineinander über und beherbergen zudem noch das Gebäude der Bremischen Bürgerschaft, dem quasi Landtag der Freien Hansestadt Bremen, zu der ja auch noch die Stadt Bremerhaven gehört. Die Stadtmusikanten Sie sind in Bremen überall gut vertreten. Und tauchen auch nochmal im Kapitel Kunst & Kultur auf. Hauptanziehungspunkt ist aber das Denkmal der Bremer Stadtmusikanten, gleich links neben dem Rathaus. Offizielle Adresse: Schoppensteel 1. An Tagen mit schönem Wetter, sieht man in der Regel die Menschenansammlung, wenn man um die Ecke biegt. Stadtmusikanten-Denkmal von Gerhard Marcks – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Die Stadtmusikanten kann man aber nicht nur sehen und anfassen, sondern auch hören. Das geht am Bremer Loch. Das Bremer Loch auf dem Markt -Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Die Geschichte der Stadtmusikanten stammt aus der Märchensammlung der Brüder Grimm. Die Geschichte hat für Bremen nur leider einen kleinen Haken: Die Tiere kommen nie in Bremen an. Eine Variante, die der Bremer Verleger Horst Temmen vor Jahren in der Autorenfunktion des Kinderbuchautors Janosch auf den Markt gebracht hat, löst genau dieses Problem. Wie müsstet Ihr selber nachlesen. Bemerkenswert: Die „neue“ Geschichte gibt es in über 20 Sprachen. Janoschs Stadtmusikanten bei “Edition Temmen”  – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Die Stadtmusikanten verfolgen mich im Übrigen auch noch durch diverse Museen der Stadt (siehe weiter unten). Böttcherstraße Wer beim Besuch in Bremen nicht dort war, hat etwas verpasst. Erfahrt alles über die wechselhafte Geschichte dieser traditionellen Straße, des Neubaus der Böttcherstraße zu Beginn des 20. Jahrhunderts und über die Museen, die Läden, das Glockenspiel und den von Ludwig Roselius per Zufall erfundenen Kaffee HAG. Der Eingang zur Böttcherstraße – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Bemerkenswert ist auch die Geschichte von der Rettung der damals frisch gebauten Böttcherstraße vor den Nazis. Ein nachträglich 1936 angebrachtes Kunstwerk, das heute noch den Eingang ziert, konnte den ideologisch begründeten Abriss verhindern. Ideologische Rettung der Böttcherstraße vor den Nazis: Der Lichtbringer – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Wer genau hinsieht, wird den von den kleinen Figuren, die das gerettete deutsche Volk zeigen sollen, gezeigten Hitlergruß erkennen. Paula Moderson-Becker: Becoming Paula – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Besonders sehenswert sind neben den Museen für Paula Modersohn-Becker, Ludwig Roselius und Gestalter Bernhard Hoetger, das beliebte Glockenspiel aus Meißner Porzellan, das Roselius gestiftet hatte. Meißner Glockenspiel in der Böttcherstraße – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Die Straße hat zudem weitere Läden, ein Kino, Restaurants und Bars. Ein Besuch lohnt damit zu jeder Tageszeit. Kaffeepause Kaffee ist bis heute ein wichtiger Wirtschaftszweig in Bremen. Im Johann-Jakobs-Haus kann man nicht nur die Geschichte einer „Kaffeefamilie“ nachvollziehen. Es gibt dort inzwischen auch eine Rösterei von Spezialitätenkaffees, das Angebot von Kaffeeseminaren und ein Café im Innenhof bei der ehemaligen Bremer Stadtwaage. Hört dazu auch den Bremer Reiseradio-Kaffee-Podcast. Talk zwischen Röstung, Kaffeesäcken und Filtern – Foto: Andeas Behr / Johann-Jacobs-Haus Die Alternativen Wer in der Innenstadt unterwegs ist findet zahlreiche Möglichkeiten für eine genüssliche Pause auf dem Marktplatz und in den Seitenstraßen. Empfehlenswert ist sicher die „Schüttinger Gasthausbrauerei“. Dort warten nicht nur hausgemachte Biere, sondern auch lokale Bremer Spezialitäten. Außerdem kann man im „Spitzen Gebel“ die Bremer Kneipentaufe erleben. Schüttingers “Bremer Pannfisch” – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Tradtionen und Anekdoten: Spitzen Gebel – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Schlachte & Weserpromenade Da, wo einst der historische Hafen der Hansestadt Bremen war, befindet sich heute nicht nur die schöne Weserpromenade, sondern mit der Schlachte auch die Bar- und Kneipenmeile der Stadt. Abends, insbesondere im Sommer, ist hier immer etwas los. Schlachte und Weserpromenade – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Besonderer Anziehungspunkt ist der Dreimaster „Alexander von Humboldt“, bekanntgeworden vor vielen Jahren, als der Segler aus der Bierwerbung. Flussaufwärts liegt auch noch das „Bremer Theaterschiff“. Das Beck’s Schiff: SS Alexander von Humboldt – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Auf in'n Schnoor  Schnoor: Einmal Straßenbreite bitte – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Der Schnoor, das sieht man sofort, geht's ziemlich eng zu. Und das Viertel ist wohl der echteste Teil der echten Altstadt. Es wartet richtig Altes, von Bausubstanz bis Tradition. Heute ist das Viertel wohl der größte Anziehungspunkt für Touristen mit seinen Läden, Kneipen, Restaurants, dem Teestübchen und dem kleinsten Hotel der Welt, dem Hochzeitshaus. Es war Bremens altes Fischerviertel Klein und fast niedlich: Teestübchen – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Deutschlands kleinstes Hotel: Das “Hochzeitshaus” hat 1 Zimmer – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Im Schnoor ist aber auch Kultur zuhause. Zu erwähnen sind das Bremer Packhaustheater, das Institut für niederdeutsche Sprache und, gerade wird Jubiläum gefeiert, das Bremer Geschichtenhaus. Geschichten über Geschichte Bremer Geschichtenhaus – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Im Schnoor befindet sich das Geschichtenhaus mitten in der Enge der „Wüste Stätte“ in einem stattlichen Gebäude, einem alten Lagerhaus. Aber was ist das Geschichtenhaus: Museum? Theater? Kultur- oder gar Sozialprodukt? Wie auch immer, es lohnt sich das Geschichtenhaus zu besuchen. Bremer Geschichte oder “Dariusz Kaffeehaus”: Immer arbeite… – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Talk mit Bremer Geschichtenhaus “Chefin” Sara Fruchtmann – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Erfahrt mehr im Podcast und im Gespräch mit Chefin Sara Fruchtmann Kulinarischer Schnoor Süß am Tag Marterburg 32: Schnoor-Konditorei – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Kaffee und dazu etwas Süßes? Im Schnoor ist das kein Problem, es gibt ja die drei Filialen der Schnoor-Konditorei. Hier ist die wohl umfangreichste Produktion von Bremer Spezialitäten der süßen Seite zuhause: Klaben, Kluten, Kaffeebrot und Kuller. Klaben und Schnoorkuller – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Viel Butter und noch mehr Zimt: Bremer Kaffeebrot – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Herzhaft am Abend Becks in’n Snoor – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Bremer Spezialitäten. Den Grünkohl, oder in Bremen eher Braunkohl, gibt's nur im Winter. Im Schnoor, wo die Häuser alt sind, gibt es auch noch traditionelle Gerichte. Getestet: Der Bremer Teller bei „Becks in‘n Snoor“ eine Tafel finde, wo mit dem Bremer Teller, gleich zwei kulinarische Traditionen auf einem Teller serviert werden: Labskaus und Knipp. Bremer Teller: Labskaus und Knipp – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Ausruhen Da wo einst Bremens Befestigungsanlagen waren, ist heute ein grüner Gürtel rund um die Innenstadt. Der „Wall“ als grüne Lunge, auch zum „mal Ausruhen“. Wall: Entspannen im Grünen – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD „Tour de Kultur“ Museen, Theater und als Teaser, einmal mehr die Bremer Stadtmusikanten. Das vermeintliche Epizentrum in Sachen Bildender Kunst liegt mitten in der Bremer Wallanlage am Übergang zum Steintor-Viertel. Dicke Säulen am Wall: Wilhelm-Wagenfeld-Haus (links) & Gerhard Marcks-Haus – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Mitten in diesem Übergang in die neueren Stadtteile finden sich heute die Bremer Kunsthalle, das Gerhard Marcks-Haus, das Wilhelm-Wagenfeld-Haus und gleich dahinter das größte Städtische „Theater am Goetheplatz“. Es ist gewissermaßen die Bremer Kulturmeile. Es mag schwerfallen, sich das subjektiv Richtige herauszusuchen. „Stattreisen Bremen“ bietet deshalb eine „Tour de Kultur“ zum Reinschnuppern an. Wilhelm Wagenfeld Haus Bauhaus: Die “Wagenfeld-Lampe” – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Das Wilhelm-Wagenfeld-Haus ist in der Hauptsache dem großen Designkünstler gewidmet. Wagenfeld war Bauhaus-Mitglied und wurde weltberühmt durch seine stylische Lampe. Sein Geld hat er als Designer von Gebrauchsgegenständen verdient: Von der Butterdose bis zum Salzstreuer. Alltagsdesign: Wagenfelds Salzstreuer – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Das Museum ist auch immer gut für Sonderausstellungen. Derzeit und noch bis 4. Oktober 2026 zeigt man Werke der Bremer „Blaumeier-Gruppe“. 40 Jahre Blaumeier Gruppe: Sonderausstellung im Wagenfeld-Haus – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Gerhard Marcks & die Stadtmusikanten Gerhard-Marcks-Haus – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Direkt gegenüber, auf der anderen Straßenseite, schaut man auf ein fast identisches Gebäude. Hier befindet sich das Gerhard-Marcks-Haus. Marcks war bekannter Bildhauer des 20. Jahrhunderts und ist in Bremen berühmt als Schöpfer der „Bremer Stadtmusikanten“ am Rathaus. Stadtmusikanten: Modell & Schöpfer – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Kunsthalle Bremen Kunsthalle Bremen – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Das war es mit den Stadtmusikanten als Kunstobjekt noch lange nicht. Selbst im klassischen Kulturtempel „Bremer Kunsthalle“ sind sie im Bremen-Saal ganz anders, aber nicht zu übersehen. Doppelte Stadtmusikanten im Bremen-Saal der Kunsthalle – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Die Künstlerkolonie Worpswede, vor den Toren der Hansestadt hat in der Kunsthalle ebenfalls einen eigenen Raum. Das Potential der Kunsthalle ist nahezu unerschöpflich. Wer mal was Besonderes erleben will, sollte sich „verzaubern“ lassen im „Pixelwald Wisera“ der Pipilotti Rist. Der Stoff des Pixelwalds besteht aus 3.000 von der Decke hängenden LED-Lichtern.  Theater am Goetheplatz Theater am Goetheplatz – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Das Theater wirkt, genauso wie die Museen, eher klassizistisch. Allerdings: Rückschlüsse auf die Inhalte lässt das nicht zu. Es sind mehrere große und kleine Bühnen im größten Bremer Theater, das von Klassikern bis Avantgarde einen vielfältigen Spielplan hat Das Viertel Ostertorsteinweg – das “Viertel” – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Unbedingt empfehlenswert ist der Besuch im „Viertel“. Von der Kulturmeile aus geht es in Richtung Ostertor und Steintor. Der Bremer sagt sehr salopp: Ins Viertel. Graffiti: Jederzeit und oft in den Nebenstraßen – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Ein besonderer Stadtteil mit Kult und Kultur. War sicher mal sehr alternativ und bewegt sich heute in der Mitte von Kritik, Genuss und „voll das Leben Das Viertel zwischen Kultur und Gastronomie: Die Engel-Apothe ist heute eine Weinstube – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Neue Kunst Die (fast) Insel zwischen Kleiner und Großer Weser beheimatet, neben Natur und Wohngebieten, die „Weserburg“. Bremens Museum für moderne Kunst. Dies bietet in der Tat Avantgarde ziemlich durchgehend in wechselnden “Teddy” aus Fellen in der Weserburg – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Ausstellungen. Palette: Von „Ansprechend“ bis „Anstrengend“ ist alles dabei. Derzeit gibt es auch interessante Videoinstallationen. Historisches: Das Hafenmuseum Speicher 11,1 – Das Hafenmuseum – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Große Vergangenheit zum Anfassen. Okay nochmal Museum, Aber was für Eins. Das Hafenmuseum liegt in der Bremer Überseestadt, ist im Speicher 11 untergebracht und vermittelt so ziemlich alles vom Beginn bis zum Niedergang der Bremer Häfen. Anfassen erlaubt: Interaktives Hafenmuseum – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Container vs Säcke: Hafenmuseum und die Geschichte – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Wer aber denkt, in Bremen geht „hafentechnisch“ nix mehr, seht sich getäuscht. Hier findet man ein Mitmachmuseum für die ganze Familie. Fachleute wie absolute Laien können hier glücklich werden. Voll die Länge: Speicher XI – Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Tschüss Bremen! Aus dem Wiedersehen wurde ein Neu-Kennenlernen, denn so Vieles gab es vor 40 Jahren noch gar nicht. Fazit: Bremen lohnt jetzt noch mehr. Am besten Ihr fahrt jetzt auch mal hin und ich komme bald wieder. Moin und Auf bald. Foto: Rüdiger Edelmann / ttb-media TON-TEXT-BILD Information Bremen – Touristische Infos Hinweis Die Recherche zu diesem Podcast wurde unterstützt von Bremen Tourismus, eine Abteilung der WFB Wirtschaftsförderung Bremen GmbH. Die Recherche wurde nicht beeinflusst. Dieser Podcast ist ein unabhängiges, reisejournalistisches Produkt. Danke an Maike Bialek und ganz besonders an Hendrik Pröhl für Zeit, Unterstützung und Betreuung.  The post Podcast 324 – Moin Bremen, Versuch einer Liebeserklärung first appeared on Deutsches Reiseradio (German Travelradio).

In der neuen Folge „DONE DEALS – der Transfermarkt-Podcast“ sprechen die Hosts Fabian Knottnerus und Lennart Gens über die spannendsten Gerüchte der Woche. So könnte Robin Gosens zu seinem Herzensklub Schalke 04 wechseln und erneut in der Bundesliga auflaufen. Bei Borussia Dortmund wird hingegen Karim Adeyemi den Verein verlassen – ein möglicher Ersatz spielt bei Paris Saint-Germain. Auch in der Sturmspitze gibt es Gerüchte um einen möglichen Neuzugang. Die Bundesliga verlassen könnte hingegen Can Uzun. Galatasaray Istanbul bemüht sich intensiv um die Dienste des Frankfurt-Profis.

No one said building a regulator from the ground up would be easy.But when the organisation chair, Bruna Szego, describes it as like ‘flying a plane while building it' – you have to wonder how things are going on the ground. Our expert host, Robin Lycka, is joined by Carlo Boffa, EU Correspondent for AML Intelligence, to ask: Is AMLA really on track? The panel discuss: what AMLA looks like from Frankfurt, whether cracks are starting to show, and what compliance teams should expect by July 2027.Producer: Matthew Dunne-MilesEditor: Dominic DelargyVideo: Loïs DunfordCheck out our new short-film Yes, Chef! here. Subscribe to our newsletter, Fresh Laundry, here.____________________________________The Laundry explores the complex world of financial crime, anti-money laundering (AML), compliance, sanctions, and global financial regulation.Hosted by Marit Rødevand, Fredrik Riiser, and Robin Lycka, each episode features in-depth conversations with leading experts from banking, fintech, regulatory bodies, and investigative journalism — dissecting headline news, unpacking regulatory trends, and examining the real-world consequences of non-compliance.The Laundry is proudly produced by Strise.Get in touch: laundry@strise.ai Hosted on Acast. See acast.com/privacy for more information.

Unterstütze uns bei Pareon: https://www.patreon.com/c/inkleinerundeIn kleiner Runde – Off Campus Hype, der Ikkimel-Fiebertraum & die Zukunft des StreamingsWillkommen zu einer neuen, vollgepackten Folge von „In kleiner Runde“! Diesmal analysieren Julia Krüger und Maurice Gajda die heißesten Medientrends, virale Web-Hits und die tiefgreifenden Entwicklungen der nationalen und internationalen Medienlandschaft.Die Themen der Folge im Überblick:Der Ikkimel-Auftritt im ZDF-Morgenmagazin: Ein viraler Fiebertraum, der sogar international für Aufsehen sorgt. War das genialer, mutiger Content oder schlicht zu viel des Guten für das öffentlich-rechtliche Frühstücksfernsehen?Erfolgsmodell „The Pioneer“: Gabor Steingart beweist, dass profitabler Qualitätsjournalismus möglich ist. Wir sprechen über die Expansionspläne – inklusive eines neuen Redaktionsschiffs in Frankfurt.30 Jahre Tigerenten-Club: Die ARD feiert das Kult-Format völlig neu. Statt Schulklassen im TV-Studio setzt man zum Jubiläum auf einen großen Twitch-Livestream mit bekannten Streamern.Abschied bei ProSieben: Nach stolzen 28 Jahren verlässt Nachrichtensprecher Michael Marx überraschend die Newstime aus persönlichen Gründen.Ghosting in der TV-Branche: Ein bitterer Blick hinter die Kulissen, wenn die Kostümdesignerin von The Masked Singer erst aus der Presse erfährt, dass sie in der neuen Staffel nicht mehr dabei ist.Streaming-Revolution in Frankreich: Der Deal zwischen dem Sender TF1 und Netflix bringt kostenlose Inhalte auf die Plattform – und die ersten Zahlen sind absolut beeindruckend. Was bedeutet das für Joyn, RTL+ und Co.?Medienhistorischer Moment in Ungarn: Das dortige öffentlich-rechtliche Fernsehen entschuldigt sich live auf Sendung für jahrelange Propaganda unter Orbán. Ein echter Paukenschlag!Der große „Off Campus“-Hype auf Amazon Prime VideoJulia ist im absoluten Serienfieber! Die neue College-Romance-Hitserie auf Amazon Prime hat sie spät, aber dafür umso heftiger erwischt. Doch warum begeistert diese Liebesgeschichte plötzlich so viele Millennial-Mamas? Was macht „Off Campus“ im Vergleich zu klassischen, oft toxischen Teenager-Dramen so viel besser – und warum sollten eigentlich auch Männer unbedingt einen Blick riskieren? Julia liefert die perfekte Analyse zum aktuellen Streaming-Phänomen.

Success on IRONMAN race day is as much a fuelling equation as a fitness challenge. This episode Coach Rob Wilby works through a batch of athlete questions on carbohydrate intake, hydration, electrolytes and bottle strategy, all framed by the recent heat spells that saw IRONMAN France cancelled, Frankfurt shortened and lots of other European races affected. In this episode:Should carbs per hour be based on body weight? Why gut absorption matters more than size, the 1g per kilo starting point, where the ~100g/hr ceiling really sits, and the truth about those 150g pro fuelling stories.How hard to push carbs in training. The safe way to build tolerance and how to adjust intake in the heat.How much to drink on the bike and run. The 500–700ml/hr starting point, why sweat rates range from 300 to 1,500ml/hr, and how a sweat test plus good record-keeping in TrainingPeaks takes the guesswork out.Refilling bottles on course. Why you don't need to at branded IRONMAN aid stations, Rob's grab-and-cool technique, and how to carry concentrated PFH and dilute on the go for non-branded races.Separating carbs from electrolytes. The case for one concentrated carb bottle and one strong electrolyte bottle.Rob's Almere 2008 cautionary tale. Over-biking, not peeing, going hyponatremic, and coming round in the med tent with two IVs - the race that changed how he thinks about hydration for good.Whether it's your first IRONMAN or 70.3 or you're fine-tuning a hot-race strategy, this one will help you cross the line feeling good rather than in the med tent.* * * * * * * *SPONSORS* * * * * * * *Thinking about your first Ironman or 70.3 in 2026? At ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Team Oxygenaddict,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ we specialise in helping busy professionals fit high-quality training around demanding jobs and family life. We've just reopened for new athletes with only a handful of slots available. Book an application call today to find out if you'd be a good fit for Team Oxygenaddict for the coming season here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://team.oxygenaddict.com/consultation-call/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠* * * * * * * * * * * *⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠precisionfuelandhydration.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Precision Fuel & Hydration help athletes personalise their hydration and fuelling strategies for training and racing. Use the free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fuel & Hydration Planner⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get a personalised race nutrition plan for your next event. And then⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ book a free 20-minute video consultation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with a member of the PF&H Athlete Support Team to refine your strategy.Listeners get 15% off their first order of fuel and electrolytes with Precision Fuel & Hydration. Simply use code OXYGEN26 at checkout to claim your 15% discount

Wir reden über den Bauchplatscher der Boeing   EDIT: gibt in den ersten zwei Minuten zwei kurze Aussetzer, da ist irgendwas am Interface defekt gewesen. Sorry   Links:   https://www.bfu-web.de/SharedDocs/Downloads/DE/Untersuchungen/2026/26-0454-1x_Interim.pdf?__blob=publicationFile&v=3    

Do we only recognize the value of something after we've lost it?This week on The Songs That Made Us, Gunter explores Joni Mitchell's timeless classic Big Yellow Taxi, inspired by a hotel window overlooking the beauty of Hawaii…and the parking lot replacing paradise below.What begins as an environmental anthem becomes something much deeper—a reflection on how our minds are wired to overlook what is constant until it disappears.Drawing on psychology, behavioral economics, grief research, and environmental philosophy, Gunter examines:Why loss hurts more than gain (Loss Aversion)Hedonic adaptation and why we stop seeing what we loveSolastalgia—the grief of watching home disappear around usEcological grief and why it deserves recognitionWhy humor sometimes carries the deepest sorrowHow the same psychology shapes relationships, love, and everyday lifeThis episode reminds us that the landscapes we treasure—and the people we love—deserve our attention before absence teaches us their value.Because sometimes the hardest truth is realizing we loved something only after it was gone.Join our Patreon community for this week's exclusive guided reflection:  “The Inventory of Still Here”—a writing exercise designed to help you notice what matters before loss does it for you.Healing. Growth. Purpose. Making Good Men Great.Key TakeawaysWhy Big Yellow Taxi still resonates more than 50 years later.The psychology behind loss aversion and appreciation.Understanding solastalgia and ecological grief.Why humor can help us process difficult emotions.How environmental loss mirrors personal attachment.A simple practice for noticing what still matters.GratitudeWe want to extend a huge thank you to our listeners in Sparks for bringing Nevada to #10 on the Top 10 USA listeners list! And to our Global Listeners, we extend our gratitude to our listeners in Frankfurt am Main (FRAHNK-foort ahm mine), Eschborn (esh-born), Haßfurt (HASS-foort), Mannheim (man-hime), and Berlin for bringing Germany up from #14 all the way to #3 on our Global listeners top 20! We also want to share our gratitude with our listeners in Athens for bringing Greece to #19 on our Global listeners list for the first time ever! CONGRATULATIONS!! you made the Top Listeners List.⸻Become a supporter of this podcast: https://www.spreaker.com/podcast/inspire-change-with-gunter--3633478/support.PatreonIf this episode resonates with you and you'd like to go deeper into practical exercises and guided reflection, Gunter offers extended self-development resources and exercises through our Patreon community: www.patreon.com/inspirechangeSponsorDistil UnionThis episode of Inspire Change with Gunter is brought to you by Distil Union, creators of beautifully designed, functional everyday carry accessories that help bring organization, simplicity, and intention into your daily life.Distil Union blends craftsmanship with thoughtful design to help you carry what matters most — without the clutter.

Frankfurt -Germany, July 10, 2026: Satguru Mata Sudiksha Ji Maharaj

In de FC Afkicken Non-WK Daily van dinsdag 14 juli bespreken Bart Obbink en Jean-Paul Rison het laatste voetbalnieuws. Met vandaag onder meer het trieste nieuws over het overlijden van Rob Dieperink, Farioli die In-Beom Hwang van Feyenoord naar Porto wil halen, Tjark Ernst die dichtbij is om Timon Wellenreuther te vervangen, Ajax dat Anton Gaaei kan verkopen aan Frankfurt, NEC dat Jamiro Monteiro oppikt en Holtby die klaar is met NAC en de club verlaat. See omnystudio.com/listener for privacy information.

ETFs galten lange als einfache Indexfonds. Heute haben Anleger allein in Deutschland die Wahl aus rund 2.800 börsengehandelten ETFs – von klassischen Welt-ETFs über KI-, Rüstungs- und Raumfahrt-Themen bis hin zu aktiv gemanagten Strategien. Hilft diese Vielfalt bei der Geldanlage oder macht sie diese komplizierter? Worauf Sie achten sollten, erfahren Sie von Dr. Ulrich Stephan, Chefanlagestratege für Privat- und Firmenkunden der Deutschen Bank, und Finanzjournalistin Jessica Schwarzer. Ein Transkript dieser Episode finden Sie hier: https://perspektiventogo.podigee.io/386-halbzeit-an-der-borse-rekorde-trotz-krisen/transcript Quelle für Zahl der zugelassenen ETFs: Deutsche Börse Group, ETF- und ETP-Statistik Juli. Quelle für Wert- und Preisentwicklungen sowie Zinsprognosen: Bloomberg. Quelle für Erwartungen der Unternehmensgewinne: LSEG Datastream. WICHTIGE HINWEISE: Bei diesen Informationen handelt es sich um Werbung. Diese Texte genügen nicht allen gesetzlichen Anforderungen zur Gewährleistung der Unvoreingenommenheit von Anlage- und Anlagestrategieempfehlungen oder Finanzanalysen. Es besteht kein Verbot für den Ersteller oder für das für die Erstellung verantwortliche Unternehmen, vor beziehungsweise nach Veröffentlichung dieser Unterlagen mit den entsprechenden Finanzinstrumenten zu handeln. Die in diesem Text gemachten Angaben stellen keine Anlageempfehlung, Anlageberatung oder Handlungsempfehlung dar, sondern dienen ausschließlich der werblichen Information. Die Angaben ersetzen nicht eine auf die individuellen Verhältnisse des Anlegers abgestimmte Beratung. Die Information ist mit größter Sorgfalt erstellt worden. Bei Prognosen über Finanzmärkte oder ähnlichen Aussagen handelt es sich um unverbindliche Informationen. Soweit hier konkrete Produkte genannt werden, sollte eine Anlageentscheidung allein auf Grundlage der verbindlichen Verkaufsunterlagen getroffen werden. Jede Geldanlage ist mit Risiken verbunden. Es gibt keine Garantie und Marktschwankungen können zu Verlusten bis hin zum Totalverlust des eingesetzten Kapitals führen. Über die speziellen Risiken eines Wertpapierprodukts informieren die gesetzlich vorgeschriebenen Verkaufsunterlagen. Wertentwicklungen in der Vergangenheit und Prognosen sind kein verlässlicher Indikator für die künftige Wertentwicklung. Sofern es in diesem Dokument nicht anders gekennzeichnet ist, geben alle Meinungsaussagen die aktuelle Einschätzung der Deutschen Bank wieder, die sich jederzeit ändern kann. ZUM THEMA NACHHALTIGKEIT: Derzeit fehlt es an einheitlichen Kriterien und einem einheitlichen Marktstandard zur Bewertung und Einordnung von Finanzdienstleistungen und Finanzprodukten als nachhaltig. Dies kann dazu führen, dass verschiedene Anbieter die Nachhaltigkeit von Finanzdienstleistungen und Finanzprodukten unterschiedlich bewerten. Zudem sind die gesetzlichen Vorgaben zur Offenlegung der Berücksichtigung von Nachhaltigkeitskriterien und zum Umgang mit dem Thema ESG (Environment = Umwelt, Social = Soziales, Governance = Unternehmensführung) und Sustainable Finance (nachhaltige Finanzwirtschaft) einem stetigen Wandel unterworfen. Die Auslegung der relevanten gesetzlichen Regelungen ist zudem nicht eindeutig und abschließend. All dies kann dazu führen, dass gegenwärtig als nachhaltig bezeichnete oder beworbene Finanzdienstleistungen und Finanzprodukte die künftigen gesetzlichen Anforderungen an die Qualifikation als nachhaltig oder als Nachhaltigkeitskriterien berücksichtigend nicht erfüllen. Soweit in dieser Marketinginformation von Deutsche Bank die Rede ist, bezieht sich dies auf die Deutsche Bank AG, Taunusanlage 12, 60325 Frankfurt, Deutschland.

Text Me Here!!!We are back with our double talks episode, which means get ready for a double punch of the Spirit! And this one, is a good one!I'm shocked by how these talks can coincide so well together, but especially these two and from a rock house pair nonetheless.I was reminded by going through these talks how some times in our trials of faith, we will have the strength to move forward and other times, it might be a little harder to take that first step. But above all, the Lord is not asking us to be perfect and not have moments in mortality, that is what this time is all about, to build and grow ourselves!But never forget, the Lord is not waiting for you on the other side of the trial, He is in it with you.So excited for you to go through these talks and see what you get out of them.*******Links:President Uchtdorf's Bio: https://www.thechurchnews.com/2004/10/16/23237568/elder-dieter-f-uchtdorf-apostle-2004/President Freeman's Bio: https://www.thechurchnews.com/leaders/2023/6/3/23738767/young-women-general-president-emily-belle-freeman-bio-2023-abiding-belief-in-jesus-christ/President Uchtdorf's Talk: https://www.churchofjesuschrist.org/study/general-conference/2026/04/41uchtdorf?lang=engPresident Freeman's Talk: https://www.churchofjesuschrist.org/study/general-conference/2026/04/42freeman?lang=eng E-mail: munchandminglepodcast@gmail.comInsta: @munchandminglepodcast

What Am I, A Deer?, Polly Barton's debut novel, takes on the vagaries of translation – linguistic translation, self-translation, and reinvention – which she's previously explored in the much-loved Fifty Sounds, also published by Fitzcarraldo. ‘The protagonist of What Am I, A Deer? finds herself both Schrödinger and his cat on entering the Frankfurt tram, the office, and the ‘black box' of the karaoke booth; inside and outside simultaneously, trying to figure out whether she exists and in a state of tingling oscillation', writes Jen Calleja. ‘Polly Barton is the maestra of controlled dissolution.' You can buy a copy of What Am I, A Deer? from the London Review Bookshop. Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever missed an opportunity to do something good—not because you didn't care, but because you were somewhere else in your head? On a layover in Frankfurt, Germany, host Colonel Richard J. Mendelow (Ret) walked past a hungry homeless man with a full meal's worth of leftovers sitting on the table behind him. He admits he was too caught up in his own disappointment to see the opportunity right in front of him. And it stayed with him. In Part 1 of this two-part mini-series, Colonel Mendelow and his wingman Christy Mendelow open a conversation that is less about failure and more about what is possible. Small acts of kindness—a recovered voicemail, a volunteer EMT saving a life at a parade, cold drinks taken to men working outside in the heat—are happening all around us every day. The question is whether we are awake enough to see them and present enough to act. James 2:14-17 makes it plain: faith without deeds is incomplete. Not because our works earn us anything, but because in our salvation, the desire to serve will grow. Loving others is worship. So what opportunities are passing you by right now? Listen in and be encouraged to open your eyes to what is right in front of you. Hear the show on CourageousChristianity.today, on KKHT.com, iHeart Radio, or on select podcast platforms. Courageous Christianity is a public non-profit ministry with a mission to equip Christian men for the spiritual battlefield in order to glorify God and create godly change. We give voice to this mission through “Courageous Christianity with Richard Mendelow,” a weekly radio show and podcast that speaks to the intersection of our faith and the secular world. Here’s how you can stand with us:– Subscribe, rate, and review this podcast to help others find it.– Share this episode with someone who needs to hear it.– Donate to help keep us on the air and support our mission to equip Christian warriors for the spiritual battlefield. Your support makes it possible for us to continue encouraging and equipping men to walk in the Truth, lead with strength, and impact the world for Christ. To listen to previous episodes, learn more, or give, visit CourageousChristianity.today. God bless and Semper Fi!See omnystudio.com/listener for privacy information.

Millionentransfers entstehen nicht durch Zufall. Hinter jedem großen Deal steckt jemand, der früher hingeschaut hat als alle anderen. Björn Andersohn ist einer dieser Persönlichkeiten.Björn war Scout bei Eintracht Frankfurt in einer ihrer erfolgreichsten Phasen – Kolo Muani, Jovic, Haller: Er und sein Team haben diese späteren Millionenspieler gescoutet. Heute scouted er beim FC Schalke 04. Was er in dieser Zeit gelernt hat – über Talentbewertung, Fehleinschätzungen und die Fragen, die kein Datentool beantworten kann – teilt er in dieser Folge des Football Leverage® Podcasts.Was dich u.a. erwartet: – Woran Scouts erkennen, ob ein Spieler das Zeug zum Profi hat – Welche Rolle mentale Stärke bei der Talentbewertung spielt – Daten und KI im modernen Scouting: Was sie leisten – und wo sie scheitern – Was Eltern im Umgang mit ihrem Kind im Fussball beachten sollten – Wie ein typischer Arbeitsalltag im Profi-Scouting wirklich aussieht – und ob es den überhaupt gibtEine Folge für jeden, der verstehen will, was hinter den Kulissen des Scoutings im Profifussball wirklich passiert!----------------------------------------------------------------Timestamps:00:03:28 - Björn's Anfänge und Karriere als Fußballspieler00:05:41 - Erfahrungen als Trainer und Entwicklung von Spielern00:07:20 - Wechsel zu Eintracht Frankfurt und Beginn der Scouting-Karriere00:17:24 - Strategie der Spielerentwicklung und -ausleihe00:17:46 - Erfahrungen mit Leihspielern und Transfer-Einnahmen00:26:48 - Konzept der Schattenelf im Scouting00:30:05 - Umgang mit Fehleinschätzungen und Herausforderungen00:34:17 - Unterschiede im Scouting zwischen verschiedenen Vereinen00:40:08 - Arbeitstag und Arbeitswoche eines Scouts00:47:17 - Scouting des mentalen Bereichs eines Spielers00:49:55 - Parameter und Herausforderungen bei der Integration von Spielern00:52:12 - Beispiel für erfolgreiche Spielerintegration: Tuta00:59:41 - Einfluss und Rolle der Eltern in der Spielerentwicklung01:03:55 - Empfehlungen für Eltern zur Unterstützung der Spielerentwicklung01:10:12 - Bedeutung der Kreativität und Freiraum im Training01:13:46 - Entwicklung des Fußballs und Scouting01:19:18 - Entwicklung des Fußballs und der Spielstile01:24:46 - Zukunft des Scoutings: Künstliche Intelligenz01:29:22 - Ratschläge für junge Fußballer und deren Eltern?

Frankreich lässt Marokko beim 2:0-Sieg keine Chance und zieht ins Halbfinale ein. Der SC Freiburg steht kurz vor einem Rekordverkauf! Eintracht Frankfurt verhandelt mit den Bayern und will Robert Andrich holen und Werder hat einen neuen Innenverteidiger und vielleicht bald auch einen WM-Torwart.

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Heute geht es um typische Fehler von Privatanlegern, den Umgang mit Risiken und worauf es beim langfristigen Vermögensaufbau wirklich ankommt. „Schon in der Schule bekommen wir nicht beigebracht, wie Finanzprodukte funktionieren. Wir sehen mangelnde Bildung und mangelnde Bereitschaft, sich damit zu beschäftigen. Für viele geht es ja heute ums Überleben statt Leben. Statt in die Rolex lieber in Wissen investieren und Seminare besuchen. Das bringt die meiste Rendite. Chancen ergeben sich immer wieder", sagt Sebastian Kieser. Der Börsenexperte und Gründer vom Saphir Club weiter: „Ich glaube nicht, dass die Hochhäuser in Frankfurt von unseren Kontogebühren entstehen. Aber ich glaube, dass wir in einer Welt leben, in der einfache Dinge kompliziert dargestellt werden. Es ist nicht gewollt, dass jemand finanziell unabhängig wird. Wir haben ein ganz klares Risikomanagement. Wir sind keine Zocker. Wir halten eine Position im Schnitt vier bis sechs Wochen. Das ist lang im Trading. Streuen ist wichtig und nicht zu viel Kapital auf einmal einsetzen. Mutig sein heißt aber auch, mutige Entscheidungen zu treffen." Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch von der Frankfurter Börse und auf https://saphir-club.com

Die Demokratie ist weltweit unter Druck. Warum das mit der digitalen Transformation zusammenhängt, erklärt der Philosoph Ziad Mahayni in seinem Vortrag. Ziad Mahayni ist Professor für Angewandte Ethik an der Hochschule Karlsruhe und Leiter des Zentrum für ethische Fragen im 21. Jahrhundert. Der Vortrag von Ziad Mahayni heißt "'I no longer believe that freedom and democracy are compatible' – Zum Stand der Demokratie im Digitalzeitalter". Er hat ihn am 29.10.2025 im Rahmen der Ringvorlesung "'Schöne neue Welt? Welche Zukunft sieht die Digital-Oligarchie für uns vor?" gehalten. Veranstalter der Ringvorlesung sind das Zentrum für ethische Fragen im 21. Jahrhundert und das Institut für Technikfolgenabschätzung und Systemanalyse. ********** +++ Deutschlandfunk Nova +++ Hörsaal +++ Deutschlandradio +++ Wissenschaft +++ Vortrag +++ KI +++ Künstliche Intelligenz +++ Digitale Transformation +++ Big Tech +++ Solutionismus +++ Demokratie +++ Kriese +++ Freiheit +++ Unternehmerische Freiheit +++ Informationen +++ Wahrheit +++ Debatte +++ Diskurs +++ Partikularisierung +++ Konsens +++ Zentralismus +++ Daten +++ Datenschutz +++ Regulierung +++ Macht +++ Machtkonzentration +++ Beschleunigung +++ Postwachstum +++**********In dieser Folge mit: Moderation: Nina Bust-Bartels Vortragender: Ziad Mahayni, Philosoph, Hochschule Karlsruhe**********Ihr hört in diesem Hörsaal:1:38 - Einleitung8:28 - Krise der Demokratie23:27 - Digitale Transformation und Demokratie25:30 - Zentralistische Struktur von KI30:59 - Desinformation und Demokratie40:39 - Die Psycho-Krise44:36 - Beschleunigung in der Moderne52:41 - Gesellschaftsvorstellungen des Big Tech58:22 - Tech-Solutionismus1:00:14 - Wege aus der Krise der Demokratie**********Quellen aus der Folge:Edelman Trust BarometerKörber Stiftung: Demokratie in der KriseThe Education of a Libertarian**********Empfehlungen aus der Folge:Ziad Mahayni, Mensch-Sein im Zeitalter Künstlicher Intelligenz, Stuttgart: Kohlhammer 2025Rainer Mühlhoff, Künstliche Intelligenz und der neue Faschismus, Stuttgart: Reclam 2025Hartmut Rosa, Beschleunigung. Die Veränderung der Zeitstruktur in der Moderne, Frankfurt a. Main: Suhrkamp 2005 **********Mehr zum Thema bei Deutschlandfunk Nova:Digital-Oligarchie: Der Rechtsruck der Big-Tech-BossePopulismus als Waffe: Wie Big Tech Demokratie und Öffentlichkeit kaputtmachtDigital-Oligarchie: Elon Musk, Peter Thiel und der Transhumanismus**********Den Artikel zum Stück findet ihr hier.**********Ihr könnt uns auch auf diesen Kanälen folgen: TikTok und Instagram .

In this episode, we speak with Claudia Huegel, Senior Director, Head of ESG Rating and Reporting, Lufthansa Group, who shares how one of the world's oldest and largest airline groups threads sustainability through its strategy, its reporting, and, increasingly, its relationship with the passenger.She discusses:The near-term levers to decarbonising by 2030: Why fleet renewal does the heaviest lifting this decade, delivering 15-25% efficiency gains per aircraft.The green fares story: How Lufthansa became the first airline group in the world to launch a dedicated sustainable fare, trialling it in the Nordics with a 20% SAF and 80% climate-project mix, and growing adoption from below 1% to around 5% over roughly three years.Making SAF visible: How the group turns fuel farms at Frankfurt into branded signage, runs SAF marketing through Lufthansa Cargo, and structures bulk SAF deals with corporate customers.Mandates versus incentives: Why the ReFuelEU 2% obligation was met in molecules in 2025 but largely with imported fuel, why she suspects incentives build supply better than mandates, and her call for ETS revenue to be reinvested in SAF infrastructure.If you LOVED this episode, you'll also love the conversation we had with Lahiru Ranasinghe, Director of Sustainability at easyJet, who shares what it takes to move a major low-cost carrier from a sustainability blueprint to real-world results. Check it out here.Learn more about the innovators who are navigating the industry's challenges to make sustainable aviation a reality, in our new book ‘Sustainability in the Air: Volume 2'. Click here to learn more.Feel free to reach out via email to podcast@simpliflying.com. For more content on sustainable aviation, visit our website green.simpliflying.com and join the movement. It's about time.Links & More:Climate and Environment - Lufthansa Group Green Fares: More sustainable air travel - Lufthansa Fly more sustainably - Lufthansa Lufthansa Group sees ‘growing demand' for sustainable fares - Business Travel News EuropeLufthansa Passengers offset 710,000 tonnes of CO2 through climate program - ESG Today 

Deine Unterstützung hält den Lila Podcast am LebenDanke an jeden von Euch, der den Lila-Podcast bereits unterstützt hat und uns damit über Wasser hält. Seit 2026 zahlen wir höhere Gehälter, um die Zeit und den Aufwand, den unsere Redakteurinnen in die Folgen investieren, auch gebührend bezahlt bekommen. Du findest das gut? Dann unterstütze uns gerne unter: https://lila-podcast.de/unterstuetzen/ Rechtsruck, autoritäre Politiken und toxische MännlichkeitAntje Schrupp ist Politikwissenschaftlerin und Journalistin aus Frankfurt und eine der wichtigsten feministischen Denkerinnen in Deutschland. Ihr Buch "Postpatriarchales Chaos und wie wir mit Feminismus die Freiheit erobern" erschien im Februar bei Aufbau. Sie legt darin dar, dass die weltweiten Entwicklungen aktuell nicht einfach nur ein Rückfall in die alten Zeiten des Patriarchats sind, sondern etwas Neues: Rechtsruck, autoritäre Politiken und toxische Männlichkeit. Denn im Gegensatz zu den Zeiten, als das Patriarchat noch das mehr oder weniger unhinterfragte dominante Gesellschafts-System war, haben Frauen dank des Feminismus' inzwischen ein ganz anderes Selbstverständnis. Antje sagt:"Wenn wir jetzt einfach von der Wiederkehr des Patriarchats sprechen, dann schätzen wir gering, was der Feminismus auf der symbolischen Ebene verändert hat"Wir sind zuständigAntjes Überzeugung ist, dass Frauen und Feminist*innen nicht darauf warten sollten, dass das patriarchal geprägte System ihnen großzügig Gleichstellung ermöglicht, sondern dass wir selbst anpacken müssen, wenn wir wirklich Freiheit und Autonomie erlangen wollen. "Es gibt auch oft diesen Spruch, wir müssen lauter werden als Feministinnen. Dann frage ich mich immer, wieso denn noch lauter? Glaubt ihr, wir sind deshalb nicht erfolgreich, weil irgendjemand noch nicht gehört hat, was wir sagen? Die wollen uns das nicht geben! Wir selber sind diejenigen, die das machen müssen."In ihrer Arbeit bezieht sich Antje viel auf die Differenzfeministinnen in Italien und die Denkerin Hannah Arendt. Immer auf der Suche nach Handlungsspielräumen und Raum für Diskurse. Es geht um Resilienz, Streit als Chance, Identitätspolitiken, Genossenschaften und vieles mehr. Links und HintergründeAntjes Blog: Aus Liebe zur Freiheit https://antjeschrupp.com/ Aufbau: Postpatriarchales Chaos https://www.aufbau-verlage.de/aufbau/postpatriarchales-chaos-und-wie-wir-mit-feminismus-die-freiheit-erobern/978-3-351-04270-7 Wikipedia: Patriarchat: https://de.wikipedia.org/wiki/Patriarchat_(Soziologie)Wikipedia: Toxische Männlichkeit https://de.wikipedia.org/wiki/Toxische_M%C3%A4nnlichkeitbpb: Autoritarismus: https://www.bpb.de/themen/rechtsextremismus/dossier-rechtsextremismus/500765/autoritarismus/ Wikipedia: https://en.wikipedia.org/wiki/Non-player_character Wikipedia: Dorothea Erxleben: https://de.wikipedia.org/wiki/Dorothea_Christiane_Erxleben Wikipedia: Luisa Muraro: https://de.wikipedia.org/wiki/Luisa_MuraroWikipedia: Audre Lorde https://de.wikipedia.org/wiki/Audre_Lorde Rückzug aus der Finanzierung der Frauenhäuser: https://www.verbandsbuero.de/gewalthilfegesetz-frauenhaeuser-in-finanzierungskrise/ Wikipedia: Chiara Zamboni https://de.wikipedia.org/wiki/Chiara_Zamboni Hosted on Acast. See acast.com/privacy for more information.

Die Gerüchteküche für Sommertransfers fängt mehr und mehr an zu brodeln. In der neuen Folge „DONE DEALS – der Transfermarkt-Podcast“ sprechen die Hosts Fabian Knottnerus und Lennart Gens über Said El Mala, Jakub Kaminski, Edson Alvarez, Jürgen Klopp, Noel Aseko und Moritz Nicolas.

Viele Menschen schreiben ihre Erfolge dem Zufall zu und haben Angst, irgendwann als „Hochstapler“ entlarvt zu werden. Woher diese Selbstzweifel kommen, wen sie besonders betreffen und welche Strategien helfen können, erklärt Sonja Rohrmann, Professorin für differentielle Psychologie & Psychologische Diagnostik, Dekanin des Fachbereichs für Psychologie und Sportwissenschaften und Leiterin der Arbeitsstelle für Diagnostik & Evaluation an der Goethe-Universität Frankfurt. Außerdem schauen wir uns einen ganz wichtigen Sinn an, ohne den unser Leben ganz schön langweilig wäre: unseren Geschmacksinn. Hier findet Ihr eine Studie zum Impostor-Phänomen: https://so06.tci-thaijo.org/index.php/IJBS/article/view/521/pdf Produktion: Lilian Hoenen Redaktion: Antonia Beckermann Noch mehr "Aha!"- Folgen gibt es bei WELTplus und Apple Podcasts. Alle zwei Wochen am Montag eine neue Folge. Hier bei WELT hören: https://www.welt.de/podcasts/aha-zehn-minuten-alltags-wissen/plus246844328/Noch-mehr-Alltagswissen-Aha-Bonus-Folgen-fuer-Abonnenten-Podcast.html. "Aha! Zehn Minuten Alltags-Wissen" ist der Wissenschafts-Podcast von WELT. Wir freuen uns über Feedback an wissen@welt.de. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Unlocking billions in cloud marketplace revenue. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ This powerful panel discussion featuring leaders from Google, Tackle, and dbt Labs dives deep into the explosive growth of cloud marketplaces and the radical shift toward AI-driven go-to-market strategies. With hyperscaler backlogs nearing half a trillion dollars, the conversation unpacks how top-tier organizations are transforming their compensation models, aligning executive buy-in, and navigating the complexities of co-selling to capture committed customer budgets. From the rise of AI agents acting as metered SaaS to the essential operational investments required to scale marketplace revenue from 10% to over 50%, this session provides an actionable roadmap for software companies ready to dominate the 2026 partner ecosystem. https://youtu.be/LSj49f5FEII Key Takeaways Hyperscaler backlog commitments represent a massive, nearly half-trillion-dollar addressable market that completely changes the budgeting conversation. Successful marketplace selling requires complete executive alignment, right down to the CFO, and strategic adjustments like spiffing sales teams for marketplace transactions. The AI category is experiencing staggering 18x year-over-year growth, forcing companies to pivot toward an “agent-first” go-to-market model. Shifting from traditional channels to cloud go-to-market demands a multi-year, intentional investment in operations, people, and technology. System integrators are evolving into software companies as they build orchestration agents to manage fragmented, end-to-end workflows. Leveraging cloud commitments bypasses standard 12-15 month budget cycles, allowing for significantly faster deal closures and larger initial lands. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags: Google Cloud Marketplace, hyperscaler backlog, cloud commitments, co-selling strategies, AI agents, metered SaaS, product-led growth, rev ops, B2B sales transformation, ecosystem shift, channel strategy, system integrators, Deal registration, private offer APIs, digital transformation, software procurement. Transcript: Insight to Revenue- The State of Cloud GTM [00:00:00] Dai Vu: These are all things everyone has to do to get to that first five to 10 deals, and then 10, 20, 30% of your business through Marketplace. [00:00:09] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering, how AI is remaking the channel and what it means to win in 2026. [00:00:21] Vince Menzione: Welcome to the Ultimate Partner Podcast. I’m Vince Menzi, own your host, and each week I sit down with leaders at the intersection of technology. Partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:43] Vince Menzione: It is the strategy because being in the room changes [00:00:46] John Janke: everything. Let’s start. [00:00:52] Vince Menzione: And we have an incredible session. The way that we wanted today to, to, to start the day up was like, let’s talk about what’s happening right now and let’s get three leaders in this space to come up and talk about the world and how it’s a rapidly evolving. So I want to invite to the stage dvu from Google is a great friend of Ultimate Partner. [00:01:14] Vince Menzione: Are you guys ready? Are you guys micd up already? Okay, good. Good. John Yanke, the CEO and Founder of Tackle, and Sean Todo, who is an incredible leader with DBT, but also an old friend of mine. We worked together on Microsoft Days. Good to see you gentlemen. Thanks Sean. Great to have you with us. [00:01:37] John Janke: They stuck me on the side ’cause they said I’d block the screen if I sat in the middle. [00:01:41] Shawn Toldo: You still block it a little bit. [00:01:42] John Janke: And that picture’s from like 1985. I, I, we do have to get that. I had way darker hair. It was, uh, 10 year, 10 years at a startup. Makes you turn white. [00:01:52] Shawn Toldo: Mine’s the exact same right now. So it’s all good. [00:01:55] Shawn Toldo: Mine’s AI generated. Yeah. [00:01:57] Vince Menzione: Well, you know, guys, I just took it all off at that point, you know, it’s like good. Yeah, but you lose enough of it. You pull it out over the years. Yeah. So, uh, some really exciting times. Uh, you, we gotta spend some time at you at our breakfast. That’s right. A couple weeks ago. [00:02:13] Dai Vu: A lot of folks here, too. [00:02:14] Vince Menzione: A lot of folks that are here were at that breakfast, and I thought we’d spend a few moments with you talking about all the exciting things that have been happening at, at Google. I mean the, yeah, the businesses just to, first of all, the numbers were house. Outstanding. Congratulations. [00:02:28] Dai Vu: That’s right. [00:02:28] Vince Menzione: Yep. [00:02:28] Vince Menzione: Really, some really great numbers. Commitments are off the charts. [00:02:32] Dai Vu: Yes. [00:02:32] Vince Menzione: Crazy off the charts. [00:02:33] Dai Vu: Yes. [00:02:34] Vince Menzione: Yes. Uh, and then there’s a lot happening in this little world called ai, which makes a ton of sense. Yep. I was critical about Google in the beginning because you had all the assets, but Microsoft leaned in first. [00:02:45] Vince Menzione: Uh, but now it’s like things have evolved, uh, quite a bit since those first days. Absolutely. In, in November of 2022. So, uh, take us through a little bit. Let’s, let’s go through [00:02:56] Dai Vu: it. Yeah. I could talk for quite a bit of time because obviously we came out next, yeah. At the end of April, and then we had our earnings announced, but shortly thereafter. [00:03:03] Dai Vu: But, but real quick on next, uh, for folks who attended, uh, you know, the way they framed, uh, the discussion was they showed this AI integrated stack, and that’s how they frame the keynote because we position ourselves as being the only vendor that provides this. Fully integrated stack from custom silicon all the way to the apps and agents. [00:03:23] Dai Vu: And a lot of the announcements were, were focused in those areas. Um, uh, I won’t go through the, the long list, but I think the big ones coming out of next were, uh, certainly the eighth generation TPU we announced, so we actually split this into two specialized chips for training and inference. Uh, so that’s, uh, that was a big piece. [00:03:41] Dai Vu: Uh, but the big one that we announced was this, uh, Gemini Enterprise. Uh, agent platform. So think of it as the comprehensive platform for companies to basically build scale, govern and optimize their agents. And of course, once they have that, they can bring that into, uh, what we call a Gen Gemini enterprise app, which is really the front door for AI for. [00:04:03] Dai Vu: All customers and all employees to manage a mix of agents, um, as part of their daily workflow. And, uh, and a big part of it is, you know, certainly they’ll have some custom agents, but we think a lot of the agents will come from the ecosystem. And obviously there was a big announcement around what we’re doing there. [00:04:21] Dai Vu: Um, and in fact, one of the things that’s interesting is this shows the evolution of, of marketplace in our, in our partnership, which is we’ve taken a lot of the marketplace experience. And brought it into Gemini exp uh, Gemini Enterprise app, right? So search, discovery, uh, the ability to invoke agents, uh, in context. [00:04:39] Dai Vu: I think that’s gonna be very powerful as we think about the evolution, uh, of, of go to market. And then the last thing maybe I’ll highlight is this, um, is. 750 million, uh, investment fund that we’re gonna drive with the broad partnership. So this cuts across all partner types, global system integrators, uh, uh, you know, AI, pure plays, uh, ISVs, uh, the big management consultants as well, uh, because we recognize that partners are gonna be critical to drive business transformation with our end customers. [00:05:08] Dai Vu: So we’re investing around things like. Technical enablement, access to our product teams, access to our FDE for deployment engineers, and then a lot of incentives to drive usage and deployment. So, um, so a lot of, a lot of activity and obviously the ecosystem’s gonna be very critical for us to drive that impact’s. [00:05:25] Dai Vu: Fine. And the last thing, I know we’ve going on and on fine, but the last thing I’ll just mention is just on the earnings announcement, uh, Vince touched on the backlog, so people have been tracking Yeah. Two quarters ago. We were 155 billion on the backlog, and then a quarter later we were 240 billion. And then in the last quarter, just recently, 462 billion. [00:05:46] Dai Vu: So obviously that’s a, a massive signal of customer intent, but more importantly, it’s a, it’s, it’s a addressable market for this ecosystem to go after as well. [00:05:54] Vince Menzione: Yeah. Almost a half a trillion dollars. Yes. In commitment. So a lot, a lot of reason why we should be on the marketplace. [00:06:01] Dai Vu: Absolutely. Absolutely. [00:06:02] Vince Menzione: Um, each of these gentlemen have some things to talk about as well, about their companies and the exciting things that have been happening. [00:06:08] Vince Menzione: I’m gonna start, John, I’m gonna start with you because Tackle has, has transformed quite a bit since the last time you were on stage with us. I thought maybe introduce the company. Take us through the transformation and then we’re gonna do the same thing with Sean with his organization. [00:06:21] John Janke: Yeah. Thanks. Uh, thanks Vince. [00:06:23] John Janke: Great to see everybody. Uh, John Yanke, GM of Tackle at App Direct. So the big news there is Tackle was acquired in Q4 by a company called App Direct, and I think the why behind this app, direct Powers, marketplaces, they run 400 marketplaces around the world for telcos, for ISVs, for system integrators, channel partners. [00:06:42] John Janke: And we were talk like, when you build a marketplace and diagnose this, stocking the shelves is actually really hard. Uh, and we were talking to them about how could we connect the dots between the hyperscaler marketplaces, the iscs we support, and these additional routes to market. Uh, and that became more strategic and we ended up joining forces in December. [00:07:00] John Janke: And since then, the other part that’s really hard when you build a marketplace is how do you generate demand? Uh, so four weeks ago we acquired a company called Partner Stack. And Partner Stack does affiliate content. They have an affiliate content platform that allows you to connect with 150,000 content providers to be able to start to tell your story to drive leads to. [00:07:23] John Janke: Marketplace. So we think there is a tremendous opportunity to continue. We’re in the earliest days. I think the, you know, Jay, I was with Jay at Channel Partners a few weeks ago and he is like, we under called it, he didn’t say this on stage yesterday, but he is like, uh, the 82% growth. He’s like, we totally under called it. [00:07:40] John Janke: Uh, and I think just listening to dies commit level increase mm-hmm. Reinforces the fact that we’ve under called it. But I also think we’re at this tipping point in the market where all of the new capabilities coming out, we have to all rethink our better together stories. So I think the challenge to all partner leaders, it’s like, how do we. [00:07:58] John Janke: Figure that out. So it’s, it’s a, it’s a fun time. As we transform the way we worked. We wrote the first helping people kind of list, launch and sell through the marketplaces. And now to be able to take that to the next level to hopefully unlock the next a hundred billion of marketplace throughput. [00:08:13] Vince Menzione: And are we at a hundred billion? [00:08:15] Vince Menzione: ’cause that was the number, right? [00:08:16] John Janke: I mean that’s, that’s, that’s the number that’s talked about. I mean, we’re seeing the data signals we see, I mean, we will process 20 billion plus this year. Uh, and that number’s growing faster than Jay’s stated number. So I think we’re excited to see where this year lands. [00:08:30] Vince Menzione: We’ve come a long way from three years ago and we all got on stage and talked about marketplaces together. Right. It’s been, it’s been amazing. And then Sean, let’s talk about DBT. You’ve had some excitement. I know some things maybe we can’t even talk about yet on stage. [00:08:43] Shawn Toldo: Uh, yeah, go ahead. [00:08:44] Vince Menzione: No, I was saying I, I could, I’ll pre-announce things, but No, I’m just, uh, tell, tell us about DBT for those who don’t know in the room, sure. [00:08:49] Vince Menzione: Mean Yeah, that might help. [00:08:51] Shawn Toldo: So, uh, Sean Todo, I lead the partner business at DBT. I’ve been here about 18 months. Um, DBT really started as an open source tool. That help data engineers be successful in SQL transformation with cloud data warehouses? Right. And so back even to the Redshift days now into what I would call more the BigQuery, snowflake, Databricks fabric led days, um, DBT is the tool of choice amongst the data engineering community in terms of how they wanna drive SQL transformation. [00:09:21] Shawn Toldo: And so more recently, we kind of jumped into this kind of paid world. Which is why we needed to bring in additional experience leadership around go to market product, sales, et cetera. And so when I walked in the door, one of the things I noticed really quickly was we were running on AWS, which was great. [00:09:40] Shawn Toldo: We were doing some AWS marketplace stuff. We were running on Azure in Europe only. And one of my first strategies was we have to be everywhere, right customer. We have to meet customers where they are. And so we, uh, made some major investments to be on Google Cloud platform to then be able to really take advantage of marketplace, to then really be able to take advantage of the co-sell opportunities that exist in the field from a day, day-to-day AI perspective with Google. [00:10:07] Shawn Toldo: And it has been a hell of a ride. We launched on, uh, Google Marketplace in July of last year. We went to Google next and we were Google Partner of the Year. Wow. For data and analytics in a very rapid way. We’re now in three, uh, data centers around the, the world. So we’re here in the us, we’re in Frankfurt, we’re in uh, uh, UK as well. [00:10:30] Shawn Toldo: And so it’s been a pleasure to work with D and the broader team. Because the enablement we’ve had and the support we’ve had from that group has really helped our growth be up and to the right. The data point I would give is that when I walked in the door, we were 10% of our business from an A RR perspective was transacting through marketplace. [00:10:48] Shawn Toldo: Last quarter we cracked 40%. Whoa. We will be at north of 50, uh, next quarter. [00:10:53] Dai Vu: Wow. [00:10:54] Shawn Toldo: The other piece that Vince was talking about is we’re getting ready to merge with a company called Five Tran. And so there will be a new company name at some point down the road. Uh, pay attention on June 1st for a public announcement around that merger. [00:11:06] Shawn Toldo: Uh, but we’re really looking forward to what we’re gonna be able to do with folks like DI and the Google team as well as others in the ecosystem. Um, ’cause I think in this data world that we’ve played for so long. This trusted foundational element of data and what it’s gonna mean to context in the AI world. [00:11:23] Shawn Toldo: We’re in a very interesting place to really continue our growth rate at a high level. [00:11:28] John Janke: Yeah, that maybe just a comment something there. Start there. I think we, we used to hear people say we wanted to be strategic with cloud, go to market and get to say 10 or 20% of revenue. I think this like 40, 50%. Yeah. Th that’s where people are setting the bar these days. [00:11:43] John Janke: Yeah. So the numbers are getting really crazy. Yeah. Uh, and people are showing up and being like, I have to go big. Mm-hmm. So a huge change over the last few years. [00:11:52] Vince Menzione: Yep. What’s the experience you’re seeing as well? I mean, it, it was a huge amount of buzz at next. [00:11:57] Dai Vu: Yeah. I mean, so interestingly, um, you know, typically when, when people get started on the, on the marketplace in Cosal journey, I always try to caution them and say, this is, uh, this is like a multi-year. [00:12:07] Dai Vu: Yeah. Uh, process. You have to be very intentional. You have to invest. It’s not gonna be a thing where you just list and, and, and, and, and, and sort of this channel opens up. So in some ways, Sean is describing an acceleration that is not common, right? Uh, so they’ve done, we’ve done some amazing things together and we hope to keep that acceleration going. [00:12:22] Vince Menzione: What does that require, by the way? Is it engineering resource? I mean, there’s, I talk about executive commitment and maniacal focus. Yeah. But it’s all those things, right? [00:12:29] Shawn Toldo: Well, all of it. But we went to a QBR in Austin, and I put up a slide and I said, we have to do this. And everybody in our ETE agreed. So when you have a chief financial officer that’s bought into the partner business. [00:12:43] Shawn Toldo: Yeah. And I guess qualifying coming into this role at this company, I qualified the C-level staff. Uh, like are they really serious about partner or not? And it’s one of the reasons I took the role. So I think executive commitment was one thing. I think the second thing is we were really well supported, um, by the Google team across the board, right? [00:13:02] Shawn Toldo: Yeah. So folks, Indy’s team that we would work with regularly on, these are the things you need to do to have an effective marketplace offering. Here’s what you need to do operationally with folks like John and team and others that are in the market, right? That helped us a ton to be able to scale. And then the other thing that we did is we changed comp. [00:13:20] Shawn Toldo: So from our VP of sales levels down, we have a 5% kicker for everything that goes through marketplace. [00:13:26] Vince Menzione: Hear [00:13:26] Shawn Toldo: that everyone. So as soon as we incented the sales team, I love that, right? We, we created the foundation on the partner side, but then from top down on the sales side, they were all in. And as a result of that, the question would become, okay, which marketplace stage two sales cycle are we gonna go use? [00:13:42] Vince Menzione: Yeah. [00:13:43] Shawn Toldo: Who’s the right partner to go partner with? And then my team is reaching out to make sure that co-sell connection happens. [00:13:48] Vince Menzione: That is such a best practice, Sean, to, because there is, as a seller out in the field and we talk about, you talk to John, talks about rev ops all the time. But getting rev ops eng getting the field engaged in the right way. [00:14:01] Vince Menzione: ’cause it feels like it’s more work for them. ’cause they have to think, they have to have more conversations with their customer about their cloud commitments and things like that. Mm-hmm. And then getting them incentive to do the right things. The right behavior. [00:14:12] John Janke: Yeah. It’s a strategy process. People, technology problem. [00:14:17] John Janke: Yeah. It’s not just some flip API automation, go list something if you don’t like that top down view. I think the other thing. Like there’s a, there’s a theme in startups where VCs fund second time founders. I think Sean and team have done this before and they took a lot of learnings over the years and reapplied them, which I think helps them go faster. [00:14:36] John Janke: It’s like that second time. Yeah. Second time cloud go to market Founder theme. [00:14:41] Vince Menzione: Yeah. Yeah. Um, so we could talk about the platform and all the changes there on the. The, the commitments and everything. Mm-hmm. Uh, what separates ISPs generating real incremental revenue on your, in your marketplace? What, what do you see? [00:14:58] Dai Vu: Yeah, so I mean, I, I think there are a couple things. Number one is, uh, the, the foundation has to be, uh, this better together story, uh, with Google Cloud. Um, so this idea that what, you know, what do you bring, what does the Google platform bring and how does that drive impact with customers? And I think this is the reason why Sean and DBT Labs has been very effective. [00:15:16] Dai Vu: ’cause our field recognized they, they can recognize that better together story and communicate it to their customers. So I think that’s the foundation. For everything. Right. And I think as you get started, uh, you know, we do tell partners that they probably need to lean in a little bit, uh, in terms of focus, uh, you know, pick a vertical, a customer segment, um, you know, a geography where they’re particularly strong and, you know, get that momentum going. [00:15:39] Dai Vu: And once you do that, the field knows about it and starts to pull you into deals. Um, so I think that’s the other big opportunity. And then the other thing I just mentioned. Which, uh, the panel already touched on, which is be very intentional around all the things you need to do to invest. Whether it’s like, uh, you know, the business functional alignment, uh, the policies around like, uh, pricing and, and comp, uh, making sure you have the operational capabilities. [00:16:02] Dai Vu: These are all things everyone has to do to get to that. First five to 10 deals, and then 10, 20, 30% of your business through marketplace. And not to, not to top you Sean, but our very top partners are driving 80 to 90% of their business on marketplace. And in fact, some of these partners are actually only marketplace first, uh, uh, because they started out that way. [00:16:21] Dai Vu: Obviously it’s the bigger challenge if you have an existing channel, you’re trying to shift that. But, uh, the aspiration to be more marketplace focus, uh, is up there. [00:16:28] Shawn Toldo: So I just set a new goal for the business plan for me. So that’s exciting. I love it. Looking forward to seeing you in six months on that. [00:16:35] Shawn Toldo: It’s good. [00:16:36] Vince Menzione: I love [00:16:37] Dai Vu: it. Work together on that. [00:16:38] Vince Menzione: Well, di I’m just gonna add, add this because I, I got to see operationally with some of the things you do. Mm-hmm. You, you have an overlay organization. [00:16:45] Dai Vu: Yes. Yes. [00:16:46] Vince Menzione: And so you put accelerants in place within your own organization Yeah. To drive the ISVs into the, into the lines of business. [00:16:54] Vince Menzione: Right. You have, you, you do some of that to accelerate. [00:16:57] Dai Vu: Yeah, I mean, I think, I think this is somewhat unique. I don’t, I don’t wanna speak to the other [00:17:00] Shawn Toldo: hyperscalers, [00:17:01] Dai Vu: but we do have, um, uh, you gotta know the field roles, right? [00:17:04] Shawn Toldo: Yeah. So [00:17:04] Dai Vu: obviously at Google Cloud in the regions, we have, uh, ISV sales specialists who are effectively quoted on marketplace revenue, right? [00:17:12] Dai Vu: So they’re a hundred percent focused on that. And, uh, in addition to that, uh, we also have these, uh, co-sell teams, partner teams where, you know, opportunistically if there’s an opportunity, uh, in a, in a, in a particular area. This team is responsible for connecting the regional sales leadership, uh, the regional, uh, sales teams with, with the partner on the opportunity. [00:17:32] Dai Vu: So there’s a lot of things we’re doing to sort of accelerate that. And of course, the foundation for all this is, you know, our, our, you know, registering deals. And as you definitely get started on that, it’s very important to be very mindful around when you register deals. Uh, be very clear around what the ask and the engagement is with the field reps. [00:17:51] Dai Vu: But once you have that going and get the right rhythm, it becomes sort of a natural way to sort of register all your deals and get that engagement. And then, um, and then maybe the last thing I would say is it isn’t always the sales specialists. It’s, you know, the FSR, our field sales rep as well as our customer engineers are also very motivated. [00:18:08] Dai Vu: To work, uh, with, uh, with our partners because they know that this, you know, whether it be solution completeness or it’s part of a bigger workload or helps unlock greenfield opportunity, they really are motivated to engage with the partners. [00:18:21] Vince Menzione: Nice. [00:18:22] Shawn Toldo: Yeah. I’ll just add, I’ll just add to that statement too. I think, um, it’s one thing to have a story as it relates to. [00:18:30] Shawn Toldo: Google Cloud and what you do with marketplace. It’s another thing to have a story in terms of how you impact data and analytics in our world. And there’s a set of specialist sellers inside of Google mm-hmm. That really care about us because we drive a lot faster consumption of big query. And our ability to tell that story across the world effectively has really created a pull now. [00:18:54] Shawn Toldo: And so I, I would say it’s almost, you know, back to, you know, being 12 years at Microsoft and watching kind of that. Phase and how that went. As we went to the cloud and we picked specialty areas, um, Google is doing that as well and they’re doing it extremely fast in a very, very productive way with partners. [00:19:12] Shawn Toldo: And so, you know, I’ll get comments from like Levi who runs west in north region for us, and he’s a, he was at Google next and he was like, I, I gotta, I, I just gotta go to bed. I’m tired. Like we wore him out over two days with their sales team and gave him a host of follow ups and actions related to specific sales areas as well as specific accounts. [00:19:34] Shawn Toldo: And I think that’s the other thing that, um, Google’s done a good job of, but we’ve pushed and we’ve had to work really hard to earn that seat at the table. To help make those people successful from a comp perspective inside of Google as well. [00:19:45] John Janke: Yeah, and this is a huge failure zone for partners with the clouds because they think enablement’s a one and done thing. [00:19:51] John Janke: Like I did a training for the field and I told them the better together story. That doesn’t work. Like you have to literally. Have consistency around this message every day. Oftentimes you need experts who can partner with your reps to give them the confidence. ’cause they may be able to ask the first line question, but someone asks a follow up and they fold up ’cause they know your product. [00:20:11] John Janke: That’s right. They don’s don’t understand all of the nuances of Google and the clouds and the questions that may come back. But if you do that well, it is a huge unlock. [00:20:20] Vince Menzione: Talk about the coaching you provided on the tackle side of that as well and kind of helping. Through this maturity model? [00:20:26] John Janke: Yeah. I mean we, we, over the years, I mean we started as a pure SaaS company and over the years our customers would consistently ask us for more help and we would struggle to figure out how to do that, and we had to invest in services and we actually acquired a company. [00:20:42] John Janke: Five years ago now, that was the foundation. Aaron Feiger, who’s in the room. The core consulting was the foundation of our services business. And that continues to evolve with us. And you know, we see customers at scale saying, I wanna operate my cloud, go-to market really consistently, and I want you to do all the backend operations so my teams can be outselling our products, selling the better together value with Google and others, and not have to figure out how to run the machinery. [00:21:09] John Janke: So we’ve invested a lot there. We have services around strategy, like how to help people think about their business strategy and translate it into a better together story and able to get executive buy-in. And then we have coaching, which is really a phone, a friend, because I think these things get complicated. [00:21:24] John Janke: And I had a customer who was doing the largest deal in their company history. It was the end of the quarter and it was Friday, and they’re like, this is going to be the most complex transaction we’ve ever done and we have no idea how to do it. Our team gets on the phone with them, they work through, what are you selling? [00:21:40] John Janke: How are you selling it? Is your listing set up the right way? Can we actually create all the offers? In a way you have confidence to execute. ’cause those are failure modes. You try to build a cloud, go to market business, and you mess up the largest deal in the company. On the last day of the quarter, uh, that’s something you can’t recover from. [00:21:55] John Janke: So we try to really wrap support around our customers to help them have the confidence to grow. [00:22:02] Vince Menzione: Di you’ve seen tremendous growth in marketplace. Mm-hmm. We don’t publish the numbers specifically. Yeah. We kind of try to figure it out on the back end, but [00:22:09] Dai Vu: Yep. [00:22:09] Vince Menzione: I know you’re accelerated. Your, your marketplace numbers are astounding. [00:22:13] Dai Vu: Yes. I can share some numbers, if that’s [00:22:15] Vince Menzione: okay. Please. Yeah, let’s go. [00:22:18] Dai Vu: So, um. I would say that for a few years now, we’ve been talking about growth. So we’ve been consistently, uh, you know, north of a hundred percent year over year growth. Uh, for the last few years we’ve been processing, uh, what I say, uh, billions of dollars, uh, annually and, uh, uh, millions of transactions. [00:22:36] Dai Vu: And again, that’s for a few years now. Now for 24 to 25, that full year we also doubled. Wow. Uh, which is, uh, which is amazing when you think about the scale in which we operate. But more importantly, if you look at specific category areas, right? So, you know, historically, marketplace has always cater to, uh, those solution pillars that are tied to cloud migrations, like, uh, like security and data and analytics. [00:22:59] Dai Vu: And those continue to be very strong areas for us. But the biggest growth area is, uh, is in the areas of business app. So obviously, you know, the, the ServiceNow workday, uh, Salesforce of the world, as well as the AI category. So one number that we threw out next was 18 x. Year over year growth for the AI category. [00:23:17] Dai Vu: Wow. So in one year now, a lot of it is models, right? So foundational models with our, with our ecosystem. But a lot of that is around agents. So this whole agent go to market model is gonna be, continue to grow and it’s gonna be a huge focus area for, for the coming years. [00:23:32] Vince Menzione: Fantastic. Yeah. Fantastic growth. [00:23:34] Shawn Toldo: Yeah, and, and I’ll add, Diane and I talked about this at Google next. This is a. Very complex thing for DBT, where today we sell seats. [00:23:42] Vince Menzione: Mm-hmm. Yeah. [00:23:43] Shawn Toldo: To data engineers. [00:23:44] Yeah. [00:23:44] Shawn Toldo: And now we have all these agentic things that are hitting our engine. And di and I are talking and we’re like, okay, so how does this work in an ag agentic marketplace? [00:23:54] Shawn Toldo: Yeah. Kind of a scenario. And what should we build? Where should we play it? ’cause we’re gonna spin the meter in a different way, so to speak. [00:24:01] Dai Vu: Yep. [00:24:01] Shawn Toldo: And so candidly, we got stuff to figure out related to that. Um, I think what’s been fascinating for DBT is our partner ecosystem changed overnight. So now it’s like I talked to x.ai on Monday. [00:24:15] Shawn Toldo: Mm-hmm. We got time with open AI on Thursday and we have a call with Anthropic and our, uh, CEO and co-founder and uh, chief Product Officer next week. [00:24:26] Vince Menzione: Mm. [00:24:27] Shawn Toldo: We don’t have anybody managing those partners. [00:24:29] Vince Menzione: Right. [00:24:30] Shawn Toldo: Today our focus is on managing the large, uh, hyperscalers plus Snowflake and, uh, Databricks. [00:24:36] Vince Menzione: Mm-hmm. [00:24:36] Shawn Toldo: And then the SI ecosystem and some tech partners. So we’re having to like, to your point on Agile yesterday. Yeah. Mm-hmm. Like we’re having to change our strategy, operating model and organizational model to support that. And candidly, we don’t have all the answers yet, so we have a lot of things to figure out fast, which is a little bit scary. [00:24:54] Shawn Toldo: And challenging, but it’s also a huge opportunity we have to kind of embrace and get into. Yeah. [00:24:59] Vince Menzione: And they’re figuring out as well. ’cause they’re, they’re new to partnering as well. Yeah. As organizations [00:25:03] John Janke: and these AI agents. I think to demystify for a lot of people, and what Sean said is totally right. [00:25:08] John Janke: They’re disrupting everyone’s business model. But in reality from a marketplace standpoint, they’re metered SaaS. This is a thing that’s existed for a long time. Yeah. They look like product-led growth products. There is a lot of patterns around how product-led growth products work in marketplace. Mm-hmm. [00:25:24] John Janke: But you have to bring your business strategy, your product and pricing strategy to those two categories. Metered SaaS and product-led growth. Put that all together to get cross-functional alignment. So we are seeing like. A lot of people get tripped up here and it really does go back to more of the company strategy, product strategy questions, and a lot of partner leaders are not in the room for those conversations. [00:25:48] John Janke: So I think at, at this point in time, as you see big pivots with the partners to go all in on agents, you have to go elevate. Those discussions to be like, what is our plan here? ’cause I, I mean, pricing and packaging will be the thing that trips almost everyone up. [00:26:02] Dai Vu: If I could, if I just build on what John John mentioned, um, so I do agree. [00:26:06] Dai Vu: P it looks a lot like POG, but, uh, but the difference I think is POG has. More historically been in like the data and developer space, now it’s like the general business user, right? So this idea that you want a business user to be able to search and discover, um, agents that could actually be part of their like everyday workflow is going to be very critical. [00:26:26] Dai Vu: And uh, you know, I do think that when we think about the ecosystem building agents. Uh, you know, a lot of the ISV partners aren’t necessarily gonna own end-to-end workflows, right? They’ll, they’ll have a very specific, uh, domain and scope area, but you have to enable yourself to be orchestrated and managed by, you know, orchestration agents or, or, or meta agents that are gonna span end, end workflows. [00:26:49] Dai Vu: And sometimes that includes system integrators and, and others who can stitch that, that automation. So I think, I think that’s, that’s one piece of it. But the other area that I think is gonna be different is, um. There’s going to be a lot of agents. I mean, literally you’re gonna have a very fragmented set of, uh, uh, of players, right? [00:27:07] Dai Vu: It’s not just gonna be the incumbents, it’s gonna be a lot of disruptors and, and, and, and startups. And so the, uh, for the incumbents in the room, it is a mandate that you need to, to innovate because if you do not identify and go to like an agent first, go to market model. Uh, you’re gonna be, you know, disintermediated. [00:27:25] Dai Vu: Somebody’s gonna go build an agent that’s going to leverage you as a dumb database. Um, and they’re gonna own the workflow. So you have to, you have to push the, the, the, the limits here. And I think it’s creates a big opportunity for everyone in this room. [00:27:39] John Janke: I’m going off script. I’m curious. Let’s do it. I’m curious on your take on the system integrators. [00:27:44] John Janke: ’cause I think this, this puts like they’re all, a lot of them are creating agents for people and I think that’s turning them almost more into software companies than they’ve ever been. [00:27:53] Dai Vu: They are, and I think they’re, you know, obviously they’re being, uh, impacted from like, you know, typical like, you know, SOW you know, time and materials type type business models. [00:28:02] Dai Vu: But I do think they play a big role because a lot of the system integrators are bringing, um, you know, vertical and business process expertise. And, um, like I said, I said before, a lot of the ISVs are not gonna necessarily have big enough scope in their area to own end-to-end workflows. And that’s really the promise of agents, right? [00:28:20] Dai Vu: You really need. This cognitive, you know, reasoning, planning, executing across end to end workflows. And I think, you know, the system integrators are gonna bring that capability either, either through, you know, these custom, uh, orchestration or meta agents or if they’re able to productize that and bring that to a model, they can also sort of go through the marketplace model as well. [00:28:41] Dai Vu: So who knows is how it’s gonna evolve. But you know, we’ve always been talking about. Marketplace being a broader opportunity for all partner business models. And I think that will extend to not only, uh, you know, traditional sort of, uh, sell and services partners, but also some of these system integrators as well. [00:28:58] Shawn Toldo: If I could comment on that, please. Yeah. I, I was in London two weeks ago and we did an SI partner day. Mm-hmm. We had 25 sis in a room, probably about 50 people. We had no, um, hyperscalers or cloud data warehouse providers. And when we started talking about open data infrastructure. The role that they can play. [00:29:17] Vince Menzione: Mm-hmm. [00:29:18] Shawn Toldo: Cross platform in a cost efficient manner for customers and the advisory orientation of that. They all leaned in and we, we stopped talking and they started talking. [00:29:28] Vince Menzione: Right. [00:29:28] Shawn Toldo: So they’re all facing this kind of same problem, which is actually causing a little bit of a shift, I think, in how they think about, I’m a Databricks partner. [00:29:38] Shawn Toldo: Uh, you sure you wanna do that? [00:29:39] Vince Menzione: Yeah. [00:29:40] Shawn Toldo: So this, this whole thing that’s kind of evolved in the last six to 12 months, when you kind of pick one horse to ride, I, I would tell you be cautious about what that means. You may pick a horse to lead with mm-hmm. But you’re gonna have to flank yourself a bit in terms of other providers that can help you be successful with that, that that partner you’re gonna roll with. [00:30:00] Vince Menzione: So you’re suggesting data vendor agnostic. [00:30:04] Shawn Toldo: I’m suggesting you really have to think about your strategy. Yeah. Because I think the AI, AI disruption is gonna make you think about that strategy. [00:30:13] John Janke: Yeah, I mean there’s, someone mentioned anthropics First Partner Summit. I was not there, but I’ve heard from a bunch of people were there. [00:30:20] John Janke: You know, they had a hundred partners in the room. 95 of them were system integrators. Five were technology companies, the three Clouds, Databricks and Snowflake. Like if you just think about the, the one of the major disruptors in ai, ISVs, were not in the mix. So I, I think, are they trying to disrupt all of us? [00:30:40] John Janke: Uh, do they need us? And they haven’t figured out how to work with us. I, I think. It’s, it’s, [00:30:44] Vince Menzione: and I’ve heard they only have five people in their partner organization, so I just, it’s, [00:30:49] Shawn Toldo: it’s 11 now, but it’s 11, [00:30:51] Vince Menzione: so it was five [00:30:51] Shawn Toldo: last growing fast in the, in the new company I have 50. So like, to put it in perspective, they have to make some pretty big priority. [00:30:59] John Janke: Yeah. And everyone’s been there a hot second, [00:31:00] Vince Menzione: like, right, exactly. Yeah, they, well, we will talk about the learnings we’ve had over the years, getting to where they need to get to. It’s exciting times. We got a lot to talk about here. Um, I, you know, we have about 15 minutes. I I, I want to kind of gauge, ’cause we could talk, we, we have a few things we could talk about, I could ask about, but I want to see if there’s an, like, an interest in opening up to the room for questions. [00:31:25] Vince Menzione: ’cause I feel like we’ve got a very interesting group here. [00:31:28] Shawn Toldo: You got a hand here? [00:31:29] Vince Menzione: Uh, are there hands that wanna Yeah, there’s some people that wanna ask some questions. So Yeah. We have a mic? Yeah, [00:31:37] Dai Vu: we have [00:31:37] Shawn Toldo: a mic. We, [00:31:37] Vince Menzione: we [00:31:38] Shawn Toldo: got one here. [00:31:38] Vince Menzione: We got one here. One here. Thank you. Sorry we went off script, but [00:31:44] Shawn Toldo: that’s fine. [00:31:45] Vince Menzione: It’s fine. [00:31:45] Dai Vu: Off [00:31:45] Vince Menzione: script. Better is good. [00:31:46] Shawn Toldo: I’m sure you planted the questions outta anyway. It’s okay. We [00:31:48] Vince Menzione: did, we did. [00:31:55] Audience Guest: Okay. All Eva, Sean Lightner, quick question to your, uh, increase on the marketplace, and you said you spiff the salespeople by fifth percent. 5%. Mm-hmm. So, and that obviously drives a very large adoption of, uh, marketplace transactions. How are you accounting for the margin you’re losing on, uh, you know, going through the marketplace? [00:32:14] Audience Guest: And also have you done analysis? I’m sure you have, how much is, uh, shape shifting or shifting from existing versus incremental? [00:32:22] Shawn Toldo: Yeah, it’s a great question. Um, um, lemme make three points. Number one, the backlog statement makes the margin statement not matter. So do you wanna play in that space where a customer’s already bought or not? [00:32:36] Shawn Toldo: Yeah. Or do you wanna force a budget conversation that you have to drive on your own in a direct model? That to me, I think it was 484 4 62 [00:32:43] Dai Vu: 4 6 [00:32:44] Shawn Toldo: 2. [00:32:44] Vince Menzione: That’s new Tam available to you? [00:32:46] Shawn Toldo: Yeah. That, that’s just with one. Right. And we are, we are, uh, running on four marketplaces. So that just increases our tam and makes our, our sellers lives easier. [00:32:55] Shawn Toldo: So on that piece, yes, there’s an expense, but we believe it’s right for growth. So there’s a balance there. Um, I think the, and then the second part of your question again. Sorry, [00:33:05] Vince Menzione: shapeshift. [00:33:05] Shawn Toldo: Oh, shift. We, we actually don’t think we would’ve won the business. So if I go back to our Q4 and I can probably point to three or four deals that went, um, Google Marketplace, we would not have won those deals because we couldn’t have created the budget cycle and that quarter. [00:33:23] Shawn Toldo: To make it happen. Generally a budget cycle is gonna take anywhere from 12 to 15 months. Bingo. Because of the spend that was available to us, we were able to close it in that quarter, and we had the largest Q4 in company history. [00:33:35] Vince Menzione: That is such an important point. I’m sorry. [00:33:37] Dai Vu: Okay. [00:33:38] Vince Menzione: But I, I just wanna, that is such an important point of the budget cycle. [00:33:42] Dai Vu: Yeah. [00:33:43] Vince Menzione: Being a year to a year and a half versus being able to tap into a commitment that’s already been made. Yeah, so I just emphasize that [00:33:51] Dai Vu: I was, I was just gonna add real quick, even, even when we see sort of a, uh, a channel shift renewal, which is, you know, it’s on partner paper and it moves to marketplace as part of the renewals, we do consistently see that the, uh, renewal rates on marketplace and the incremental a CB on the expansion and new opportunities tend to be better when it’s on the platform marketplace than than offline. [00:34:12] Dai Vu: And that’s why partners choose to continue to drive renewals on marketplace at a reduced to rev share. But uh, because they see that that growth, [00:34:20] John Janke: we, we, sorry. [00:34:22] Shawn Toldo: We see that as well. Yeah. And I would also make the statement on our land business, when we go through marketplace, we are two x higher across marketplaces. [00:34:30] Shawn Toldo: We’re three x higher with them. [00:34:32] John Janke: Yeah, I think separate new from renewals and then instrument deeply. [00:34:37] Shawn Toldo: Yeah, [00:34:38] John Janke: go proactively talk to your CFO and your head of rev ops to understand their mindset. Because I was with a billion dollar seller a couple weeks ago, their CFO still creates friction in the process, even though they’re selling a billion dollars through these channels. [00:34:52] John Janke: But when they broke it down, their deals are three times bigger. They do them faster. They use more components of the product, which I thought was a really cool one. So customers who buy this platform, many component platforms through a marketplace, end up using six components of the product. Versus a normal land customer who uses two increases gross in net retention. [00:35:12] John Janke: So you have to get to the point where you have the data and you can tell that story real really clearly to your finance team to get support ’cause that they will trip you up if you don’t get them on board. [00:35:23] Vince Menzione: And you’re saying there’s friction in that company. I’m just kind of curious ’cause a billion dollar company. [00:35:27] John Janke: There’s a billion dollar marketplace seller [00:35:29] Vince Menzione: market marketplace company. That’s what I meant. Yeah. But, but the fact that this, their CFO friction, like, is it, is it because they’re not doing a good enough job or? [00:35:37] John Janke: Uh, in, of educating, I, the root of the question is from this person is, would they win without it? [00:35:44] Vince Menzione: Yeah. [00:35:45] Shawn Toldo: Oh, and is it worth the three points? [00:35:46] John Janke: Right. It’s, it is And, and I think some pe like to me, it’s the cheapest channel in the world. Yeah. Like with committed budget and people to support you winning. Like the, that formula, the math is so simple. [00:35:57] Shawn Toldo: Yeah. For, for a company of our size to go to like the classic resell ecosystem, I gotta walk in with 30 points. [00:36:02] John Janke: Yeah. [00:36:03] Vince Menzione: Yeah. [00:36:03] Shawn Toldo: It, it’s an illogical conversation. Outside of public sector and growth, you know, geos around the world. And so I, I’ve been lucky to have a CFO that I haven’t had that challenge with, at least at DBTI should say. [00:36:19] Vince Menzione: Really great insights. I think we have, we have another hand up here. [00:36:28] Audience Guest: Yeah. Thanks Susan. The question is for Dai. Uh, my name is Latif Hamani. I’m the founder of Partner System ai. Um, so what we’ve done is we’ve built a, a co-sell AI agent mm-hmm. That your partners can use to Yeah. Reduce all the friction in the co-sell with you. Uh, the questions that I have is, I guess I should back up, so XAWS Madison with a very large alliances, and then I worked, went on the other side. [00:36:55] Audience Guest: For software companies, and even though I had an operational team, I was spending two to three hours on on the keyboard, right? Mm-hmm. Deal registration, emails that can’t be automated, et cetera. So the question that I have for you is, I’d love for you to validate that. You know, unless you are one of the big companies, one of the big enterprises, if you go to the lower end of the enterprise or the mid market, uh, would you validate that there is a challenge? [00:37:20] Audience Guest: There’s a lot of friction for a smaller company. Mm-hmm. Uh, ’cause these marketplaces are complex. Yeah. The cosell is complex. Uh, that there’s an opportunity to really break down that friction with some automation and ai. [00:37:33] Dai Vu: Yeah, absolutely. So, um, we have already been, uh, part of the journey to remove some of the, uh, the friction as part of that selling and purchasing journey. [00:37:43] Dai Vu: Uh. We’re not quite there yet. But, uh, we’ve done things like we have, uh, you know, private offer APIs. We, uh, we have co-sell, uh, registration automation. Um, you know, we have tools like, uh, propensity to buy, tooling to help, uh, partners do, uh, more targeted efforts. Um, but the a i piece is still coming. Um, so I think, uh, the idea here is that we have launched a number of agents as part of our, um. [00:38:08] Dai Vu: Uh, part of our, uh, Google Cloud Partner network, partner hub. Uh, so these are, uh, agents that are gonna do a bunch of things to help partners as part of their workflow, but we’re gonna extend this to the marketplace and ISV area as well. Uh, so I think there’s a lot of opportunity. So, uh, I know there’s probably a lot of feedback in friction, uh, in, in certain parts. [00:38:29] Dai Vu: So we can, we can go tackle together. [00:38:32] Vince Menzione: Hey. There you go. There was a little [00:38:34] Dai Vu: plug [00:38:34] Shawn Toldo: there for tackle. Exactly. [00:38:37] Dai Vu: Uh, and I wanted, and just to be clear, I want to take a look at it from the end to end, uh, uh, flow, right? It shouldn’t just be just marketplace. It should be all the way from like, you know, top of the funnel, demand generation, all the way to like post transaction follow up. [00:38:51] Dai Vu: So we really need to take a look at, at the, the end, end flows and figure out a way we can remove some of that friction [00:38:56] Vince Menzione: three sense. [00:38:57] Dai Vu: Yeah. [00:38:59] Vince Menzione: Any more questions [00:39:00] Audience Guest: back here? Hey. Hey guys. This, this is a really good discussion. Uh, di this question’s primarily, uh, from, I’m interested in the hyperscaler response. [00:39:09] Audience Guest: Yep. Uh, but all of you, uh, can you talk about the patterns or say more about the patterns between. Um, the consumption of just platform capabilities versus industry workflows. Mm-hmm. And how industry where I, I mean, I, I, my sense is that industry workflows are becoming more [00:39:27] Dai Vu: Yeah. [00:39:28] Audience Guest: Uh, the easier thing for enterprises and SMBs to buy. [00:39:33] Audience Guest: Yeah. Especially SMBs, I think. Um, but say more about those patterns that you’re seeing develop and kind of what is. Uh, who are, where, where are those kind of, where is the demand being driven? Is it, is it, yeah. The search and discover in the marketplace, or is it being led by field sales of mm-hmm. Either GCP or partners? [00:39:55] Dai Vu: Yeah, so let me, I’ll mention a couple, a couple areas where, where it’s growing. So I think number one I mentioned before about some of these large horizontal business apps that we’re partnering with, right? Um, and, uh, and of course the fact that we’re, we’re, we’re transacting them through marketplace is, is a huge. [00:40:14] Dai Vu: Evolution from a few years ago. So who would’ve thought you would be buying like, you know, a hundred million dollars a CB deals, uh, through, through marketplace with like a Salesforce or a ServiceNow workday. But it’s happening now. And to be clear, all these. Horizontal business app. They’re not doing this in a very, you know, opportunistic, transactional way. [00:40:32] Dai Vu: They basically see marketplace and cloud go to market as a strategic growth lever for them. So that’s one big area. So from just a pure large deal perspective. Okay. Then you mentioned before around sort of corporate and SMB. Well, we find that a lot of the big opportunities are mostly around as they scale their business, uh, they’re not necessarily looking for things in the traditional sort of infrastructure space, but they’re looking for, you know, full SaaS applications to help scale their business, right? [00:40:58] Dai Vu: So it would be CRM, finance, hr, these types of solutions to become very attractive for some of this, uh, downstream market. And then lastly, as I mentioned before, which is, uh, when we think about this gentrification and owning, um. Uh, driving, uh, this business process and vertical, the ISVs become very important along with the services partners who bring that domain expertise to drive the end to end workflow. [00:41:25] Dai Vu: So I think that’s gonna be increasingly important. So those are three areas I think we need to watch out for. We. Okay. [00:41:30] John Janke: Maybe one thing, like as the cloud commit grows inside of companies, it’s shifted from being an engineering department, IT department budget line item to a corporate finance budget line item. [00:41:40] John Janke: Typically one of the top five to 10 expenses in a company. So that has shifted. Who is thinking about optimizing? The cloud commit with marketplace contracts. And that opens, that’s really opened up the avenue in addition to like these biz apps, vertical apps players. Yeah. Like having success. So I, I do think even inside your own company, evaluating where your cloud commits are, who owns them and are they thinking about the intersection of marketplace? [00:42:06] John Janke: ’cause I, I think it’s smaller companies, they’re still figuring it out. I run into engineering leaders who still own the commits, uh, but in medium to large companies. Very different. [00:42:16] Vince Menzione: Really good point. Because it, you know this, the optics change dramatically, right? This large commitment is now at the board level, [00:42:23] John Janke: right? [00:42:23] John Janke: And then you do have to teach your sellers as a vertical or business application player how to ask that question. ’cause the first resistance everybody says is, oh my, my person, my stakeholder, we. Manufacturing vertical application provider talking at an event last week, and they’re like, the shop floor manufacturing owner doesn’t know anything about the cloud commit. [00:42:43] John Janke: But if they ask the question, be like, Hey, do you guys have a strategic relationship with Google? Would it be easier to buy our product on the bill? Eight out of 10 times they get a yes. So [00:42:52] Vince Menzione: which is why the 5% comes in And that really accelerates the conversation happening. Yeah. We’ve got three more minutes. [00:43:01] Vince Menzione: Um, if we don’t have any other questions, I ha I have one for each of you really about the maturity model and partners are in the room that are not committed yet, right? We’ve talked about some very significant DBTs doing some incredible things, right? So we, there’s maybe a sense that like we, you, you are working with the be the biggest and the best out there, but what about everyone else that’s in the room that maybe isn’t committed yet? [00:43:23] Vince Menzione: And maybe they’re in motion, but they need some help and advice on what to go do next. What? What would you say die first? [00:43:30] Dai Vu: So they’re early stage, [00:43:31] Vince Menzione: early, early stage or not, they’re not on board yet. They’re not, yeah. They’re not with you yet. [00:43:35] Dai Vu: Yeah. So I’ll, I’ll go back to my earlier comment, which is that as you go into the journey, just be very intentional about what you need to do from an operational, investment people, uh, technology perspective. [00:43:47] Dai Vu: Uh, because it could be, it could be a multi-year journey. Um, uh, so I’d say go into it with the right expectations as opposed to thinking it’s going to be some accelerated six month thing that Sean has been driving here. It’s, he’s the outlier. [00:43:59] Shawn Toldo: But, but the reason for the outlier, [00:44:00] Dai Vu: yeah. [00:44:01] Shawn Toldo: And just to add to the intentional point Yeah. [00:44:02] Shawn Toldo: Is, you know, hire the right people. Right. So, somebody told me a long time ago, uh, hire slow, fire fast. That’s a really, really, really good principle that I take. Mm-hmm. I don’t like the fire part, obviously, but just for context, I, I am very lucky to have a great set of leaders that we were able to add people in. [00:44:24] Shawn Toldo: When I walked in the door, we had a person that was leading the Snowflake and AWS partnership. I had nobody on GCPI had nobody on Microsoft. I had nobody on Databricks. And then we made prioritization decisions on where we’re gonna go next. And so we hired people that had the experience and could drive the outcome in the right way. [00:44:43] Shawn Toldo: But we were very thoughtful about when we made those decisions on a quarterly basis, not a daily basis. So who you’re gonna bet on and then who you’re gonna put in the seat to make that bet come to life, I think is a really important thing as well. [00:44:58] John Janke: Yeah. [00:44:58] Vince Menzione: John, you worked with the be biggest and the best out there, so Yeah, sorry. [00:45:01] John Janke: Well, I think there’s the, like there’s the bottoms up and the tops down. Like seven years ago, this was all bottoms up. It was a partner leader who thought launching a marketplace would be good and they would go figure out how to do some deals and then sell their way up. Today there’s a lot more top down where people get it. [00:45:17] John Janke: But you can evaluate top down pretty fast. ’cause if you go talk to your CEO, you talk to your head of product, you talk to your CFO, and they have an allergic reaction to these concepts. You know, you have to go bottoms up. But there also are success story examples in every single ISV category that exists. [00:45:33] John Janke: Like this is not just security and data and DevOp like the, I think the ServiceNow. Salesforce workday. Examples are really great, like the marketing tech examples, more and more business of vertical apps every day. So I do think you can look at those people who’ve been successful. Maybe they’re your competitors, maybe they’re people you aspire to be and reference them as you’re trying to figure out how to do top down. [00:45:55] John Janke: But like you need both. You can’t win long term unless you get top down and bottom up aligned. [00:46:01] Shawn Toldo: And, and when I, when I would go ask for resourcing, I would always get the question, do, could you go faster with more? And I’d say, no. Gimme the one or two humans here, let me go prove it out and I’ll come back. [00:46:13] Shawn Toldo: So there’s a little bit of a strategy in doing that, that you’re gonna get more over time when you’re, you know, very measured in how you go ask for investment and resource. And so I would just add that point also. [00:46:27] Vince Menzione: Was, was hiring a significant component of your executive commitment, Sean? I mean, [00:46:33] Shawn Toldo: yes. So when I walked in the door at DBT, we had eight people in the partner organization. [00:46:38] Shawn Toldo: Today we have 25, and that was 18 months ago. But that did not happen. I didn’t go in and ask for, you know, that 16 people. Right. I asked over time in a very measured way with, you know, the programs and strategy team, like, what can we also support? You don’t want to bring somebody in to go do something and you don’t have the programs and operations side to support it ’cause they’ll fail. [00:47:01] Shawn Toldo: So we’ve been very thoughtful about how we’ve done that as well. [00:47:04] Vince Menzione: Die from you. I know you had something. [00:47:06] Dai Vu: No, no, no. I, I was good. [00:47:08] Vince Menzione: What is the one thing that people in this room need to go better and differently? Is there one, is there one specific thing other than what we’ve already discussed, did we miss anything? [00:47:16] Dai Vu: No, I would just, the whole identification. So obviously, uh, identifying this is not just like slapping a chat bot, but more around thinking all the things we talked about, product commercials, but also go to market where it’s agent first, where you can surface your agent in a workflow like Gemini Enterprise app. [00:47:34] Dai Vu: That’s gonna drive high alignment with how we work and go to market with Google. [00:47:38] Vince Menzione: Awesome. [00:47:38] Dai Vu: Yeah. [00:47:40] Vince Menzione: Wow. Good stuff. Yeah. Very good session. [00:47:44] Dai Vu: Thank [00:47:44] Vince Menzione: you guys. What do you think? Everyone? Thank you very much. [00:47:47] Shawn Toldo: Thanks for listening to the Ultimate Partner Podcast. [00:47:50] Vince Menzione: If today’s conversation resonated, share it with a partner leader in your network. [00:47:55] Vince Menzione: Subscribe where you listen, and head over to the ultimate partner.com. For show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live Event in Reston, Virginia, [00:48:11] John Janke: October 26th through October 28th. [00:48:14] Vince Menzione: Until next time, keep showing up in the rooms that matter because being in the room changes everything [00:48:22] I.

Send us Fan Mail✈️ War die Premium Biz Class von Eurowings ein Flop – oder hat das Aus der Dubai-Flüge das Projekt gestoppt? In diesem Video schauen wir uns an, warum die echten Business-Class-Sitze aus den Airbus A320 wieder verschwunden sind, welche Rolle die eingestellten Dubai-Verbindungen spielen und ob die Premium Biz im Winter 2026/2027 ihr Comeback feiern könnte. Außerdem werfen wir einen Blick darauf, was das für die Zukunft der Business Class auf der Mittelstrecke in der Lufthansa Group bedeuten könnte.

Born in Frankfurt to a prominent religious family, Jacob Schiff (1847-1920) was raised in the milieu of Rav Samson Raphael Hirsch's Frankfurt, before migrating to the United States in 1865. Rising rapidly in the investment banking world of Wall Street during the post Civil War economic boom, Schiff emerged as both an exemplary philanthropist, distributing his vast wealth to myriad Jewish causes in America and worldwide, as well as cementing himself as the undisputed leader of American Jewry. Particularly close to his heart was the plight of Russian Jewry under the brutal Czarist regime, and he lobbied for unrestricted immigration to the United States, assisting Jewish immigrants once they arrived. He also financed Japan in the Russo-Japanese War, which led to Japan defeating the Russian Navy. Jacob Schiff's legacy in philanthropy and leadership is largely unmatched in the annals of American Jewish history.  Subscribe to Jewish History Soundbites Podcast on: PodBean: https://jsoundbites.podbean.com/ or your favorite podcast platform Follow us on LinkedIn, Twitter or Instagram at @Jsoundbites For sponsorship opportunities about your favorite topics of Jewish history or feedback contact Yehuda at: yehuda@yehudageberer.com

 In this week's episode, we question whether the Specialized Tarmac SL9 is a true upgrade or just an iPhone-style micro-update, look at the shrinking footprint of Eurobike, and talk Tour de France storylines. Show Notes: This week is a big one for me. Logan is out doing the Tour de France thing, and Mike is nursing his wounds somewhere. That leaves just myself and Lisa Charlebois running the studio, which means after all this time, this is officially my first time hosting the podcast. Of course we have to talk about the Tour, so that is where we start. Charlebois is the one who knows the most about the ins and outs of the riders, so I ask her to explain some of what we should be looking for. She's all-in on the Paul Seixas hype train, wondering if the 19-year-old rookie can snag a stage win for Decathlon. Meanwhile, I ask about Tadej Pogačar and she tells me about potential inner drama over at UAE compared to the clear roles at Visma. Since the Tour is going to get plenty of coverage soon, we kept this light. Before we get into the real meat of the episode though, I have to talk about San Francisco and traffic. Charlebois spends her time riding there and, like everyone else in San Francisco, she seems happy to deal with cars. I take a minute to say I dislike Mt. Tam and we veer into some unexpected tips for riding in traffic. Next, we get into Eurobike. I just got back from Frankfurt, and the main takeaway is that the show is shrinking down to just a couple of halls. However, there were still talking points. Canyon showed up with a 3D-printed concept bike loaded with integrated cameras and a radar system that looks suspiciously like their next aero bike. I also break down a panel on women in cycling, discussing how the industry continues to overlook a demographic with massive spending power. Finally, we tackle the Specialized Tarmac SL9. Logan reviewed it on the site, but Charlebois and I dig into the reality of a bike that claims to be four watts faster but weighs and looks nearly identical to the last generation. We talk about the new "win fin" and whether consumers should be hyped about incremental micro-updates or if there is simply an expectation that the new model has to exist, much like the newest iPhone. Listen to the full episode for all the details, and let us know if you think the SL9 is worth the squeeze.

Julian Nagelsmann has resigned as Germany's national team coach, just days after their humiliating World Cup exit against Paraguay — and Manu & Stefan break down exactly how it all fell apart. In this episode, the guys dig into the DFB meeting in Frankfurt that led to Nagelsmann's resignation, why stepping down (rather than getting fired) was the smart financial move, and the wild 180-degree turnaround from his post-Paraguay press conference where he insisted he was staying until Euro 2028. They trace the arc of his career — from wonderkid at Hoffenheim and RB Leipzig, to Bayern Munich, to the German national team — and ask the tough question: did Nagelsmann ever actually have the players, or the personality, to succeed at this level? From designer outfits to tactical inflexibility to simply not knowing which players were even eligible to play for Germany, nothing is off limits. Plus: why this might be the least talented "player pool" in German football in over 15 years, what Nagelsmann needs to do to rebuild his reputation, and why Manu is (mostly) resisting the urge to say "I told you so."

Like a simmering Indonesian volcano that's had to sit on good gear for a few weeks, Greg boils over, it's all too much.  As they say, feedback is a gift. From 1 slot left to waitlists, we identify the new industry marketing strategies to create urgency and scarcity, you're welcome.  Frankfurt shortened, Nice cancelled, Roth split transitions and does anyone know the major sponsor for Kona this year? Cuore Teamshop is open, wear the gear, get the cheer - https://teamshop.cuore.ch/koa-sports Join the tribe. www.koasports.com.au

Gustav joins David following his outstanding second place in Frankfurt, discussing the race and his recent training and form. (00:00) Introduction(00:30) How is Gustav? (00:53) Recent Training Form(01:27) What's Changed Recently to Improve Training? (02:42) How Does Gustav Know When Things are Going Well? (03:37) Comparing Within the Group (04:56) Sympathy vs Suffering in Training (06:00) Race Alteration and Implications(08:23) Pacing the Odd Distance (09:45) Pacing the Bike (10:53) Pacing the Run(11:55) What's Changed on the Swim for Gustav? (13:35) Thoughts on the Bike(17:10) Gustav's Bike Position  (21:41) Thoughts in T2(23:30) Cause of Bad Legs on the Run  (25:05) What was Being Said in T2? (25:50) Thoughts when Jamie was Leading on the Run (26:44) Is it Hard Racing Mikal's Athletes (28:20) Was Gustav Surprised to See Casper Go Off the Front?(29:05) How is Gustav Feeling About his Run Form? (32:19) Implications of Run Form(33:12) Run Volume(34:07) Run Times and Thoughts About it(36:00) How Does Gustav Feel About His Build this Season(37:00) Training Plans Going Forward(37:57) Rating his Race(38:42) The Curse of Frankfurt and the Lucky Cap(39:30) Racing Plans (41:57) Training Plan Upcoming (43:53) Viking Row (45:15) Thoughts on Challenge Roth Thanks to the sponsors of this podcast series:MaurtenTo benefit from the one-time code and get 15% off your next purchase on Maurten.com, simply enter the code “TNMS4” at checkout. The code is applicable once per customer, on all products except the Maurten Bicarb System, valid until 31/12/2026.Maurten WebsiteInstagram: @maurten_officialYouTube: https://www.youtube.com/c/MaurtenOfficialHosted, edited and produced by Dr David LipmanEditing, video and introduction by Roj Ferman

European banks are doing something that looks irrational, preparing for something big while the rest of the mainstream focuses on the wrong people. The European Central Bank just raised its policy rate a few weeks ago, and officials over there in Frankfurt are warning they may hike again as they're still fixated on the inflation risk from the recent energy shock. The European banking system is not buying it, the inflation risk, the rate hikes, none of it. Literally not buying it. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning PointIt isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what's behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. https://youtube.com/live/We2aP56WLJ8?feature=share----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Ben Morea, Black Mask, Up Against the Wall Motherfuckers, Valarie Solanas, Andy Warhol, Ron Hahne, Morea's mysterious background, anarchism, Morea's influence on America anarchism, Dashiell Hammett, Black Mask, the Pinkertons, Morea's New York Times obit, what was Morea's real name?, Chapita Jewelry, Emmett Grogan, Ringolevio: A Life Played for Keeps, Ford Foundation, the Diggers, Charles Manson, Paul Krassner, The Story of O, S & M/pornography, Frankfurt school, the Frankfurt school's destruction of Marxism, Alex Karp/Palantir, informantsMusic by: Keith Allen Dennishttps://keithallendennis.bandcamp.com/ Hosted on Acast. See acast.com/privacy for more information.

The new IRONMAN European Champion, Casper Stornes joins the pod hot off his win in Frankfurt! We go through all the news and happenings from this week and a bit about the races next week! New Website: https://protrinews.com/

Will Bain is joined by Nga Pham in Jakarta and Carsten Brzeski in Frankfurt to take stock of the week's business stories.They discuss the economic impact of heatwaves around the world, as extreme temperatures affect productivity, energy demand, and economic growth. The panel also examines Germany's plans to reform its pension system and what they could mean for Europe's largest economy.Plus, a dispute over fruit imports is raising fresh tensions between China and Taiwan, as Beijing's purchases of custard apples spark concerns on the island. And after a volatile week for technology shares, including sharp movements in SpaceX stock, the panel asks whether investors are becoming more nervous about the future of the tech sector.Presenter: Will Bain Producer: David Cann Executive Producer: Justin BonesYou can email the team: businessdaily@bbc.co.ukPhoto: People cool off in the Trocadero fountain in front of the Eiffel Tower as temperatures rise in Paris during a heatwave affecting a large part of France, June 23, 2026. Credit: REUTERS/Abdul Saboor)

I sat down with Ranya Nehmeh, HR strategist, professor, and author of In Praise of the Office. Our conversation reinforced what I've been hearing from many clients lately. HR today isn't just policies or processes. -It's culture. -It's learning. -It's how people actually develop in a distributed world. HR is a strategy now -Culture, development, and psychological safety—all part of the role. The hybrid has to be designed -Onboarding, mentoring, and collaboration don't happen by default. If people come in only to sit on Zoom, something's off. Leaders set the tone -Presence, learning, and collaboration follow what leaders model. When work is designed with care, people feel it. And when people feel it, they show up differently. And that's where great work starts— and where retention improves as people choose to stay. --- Dr. Ranya Nehmeh is a people and talent management expert, future of work advocate, author, and adjunct university professor. With over 20 years of experience across both the private and public sectors, she has worked at the intersection of strategy, leadership, and human capital. Ranya began her career at a public relations speaker bureau in London before joining a global telecommunications company. She then moved into senior HR roles within international financial institutions, including the European Central Bank in Frankfurt and the OPEC Fund for International Development in Vienna. She has led projects related to talent management, internal talent marketplaces, strategic workforce planning, and leadership development, among other initiatives. She is the co-author of In Praise of the Office: The Limits to Hybrid and Remote Work (Wharton School Press, 2025) and author of The CHAMELEON Leader: Connecting with Millennials (2019). Her work explores how organizations can create more human-centered, agile, and sustainable workplaces. Ranya is also a frequent contributor to leading journals and publications. Her most recent articles appeared in the Harvard Business Review, Hybrid Still Isn't Working (July/August 2025), HR's New Role (May/June 2024), and It's Time To Do Away with "Dry Promotions" (July 2024) Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Dr. Ranya Nehmeh:Website: https://www.ranyanehmeh.com *E - explicit language may be used in this podcast.

Matseyasana -- China (5 October 2009 - Frankfurt, GER)