Podcasts about ftse

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Latest podcast episodes about ftse

The Lonely Leader
What your team say when you're not in the room

The Lonely Leader

Play Episode Listen Later Aug 24, 2026 17:22


There are meetings happening in your organisation that you are not in. They take place in corridors, car parks, over lunch and in WhatsApp groups you do not know exist. In these conversations you would find out exactly what the staff think of the culture you have shaped and environment in which they work. Most leaders believe they have created psychological safety but the research shows there is usually a gap between the leaders perception and the reality their staff experience. In this episode James Rule explores that gap, asks the uncomfortable questions every leader should ask themselves to identify it and shares the key step every leader can take to establish psychological safety.KEY TAKEAWAYSWhy the warning signs of a lack of psychological safety have become largely invisible in hybrid and remote working environments. Three practical tests for a leader to establish if psychological safety truly exists in their team.The single most powerful thing you can do to truly establish psychological safety in your culture. Accelerate your growth and development with The Lonely Leader Academy If you want to work through some of these areas in more depth, to accelerate your learning and access tools, tactics and tips to drive performance and enhance fulfilment then check out The Lonely Leader Academy: https://tll.academy/RELATED EPISODES FROM THE ARCHIVEEpisode 22 - Creating psychological safety in a teamEpisode 35 - Leading a Hybrid TeamEpisode 12 - Eight Steps to a Quality CultureENJOYED THE EPISODE?James works with senior leaders, CEOs, and founders who want to perform at the highest level without losing what matters most in the process. If this conversation has prompted something for you professionally or personally James would genuinely love to hear from you.You can reach him directly via LinkedIn or through the website below. Everything shared is in complete confidence.ABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. CONNECT & CONTACT The Lonely Leader Academy: The Lonely Leaderwww.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramhello@thelonelyleader.co.uk THIS SHOW WAS BROUGHT TO YOU BY LONELY LEADER MEDIA NEWSLETTERSign Up to The Leadership Accelerator Newsletter for advice, inspiration and ideas, you'll also receive James' Top 10 Tips for Combating Your Fear of Public Speaking. Hosted on Acast. See acast.com/privacy for more information.

In the Company of Mavericks
Why Oil Isn't $200 - The Blind Squirell on the China Collar, buying Britain on the floor, & what replaces bonds

In the Company of Mavericks

Play Episode Listen Later Aug 21, 2026 43:29


Why isn't oil at $200 with the Strait of Hormuz restricted? Rupert Mitchell — "The Blind Squirrel" — argues China has become a monopsony: the swing buyer of crude, putting an effective floor and ceiling on oil prices using storage tanks instead of quotas. He calls it the China Collar, and he thinks it will permanently re-rate energy equities.We also cover why he's buying UK domestic mid-caps "on the bond floor", what replaces bonds now the 60/40 portfolio has stopped working, and the Monte Carlo runs where OpenAI and Anthropic are worth nothing.A 25-year capital markets banker turned independent macro writer, Rupert publishes his own portfolio, losses included.The Blind Squirrel Macro: https://www.blindsquirrelmacro.com/Hypernormal Times: https://jeremymckeown.substack.com/In this episode: An accidental banker: Barings, 1994 — five months before LeesonHong Kong ECM, and why the syndicate desk beat the prospectusInside a Chinese EV startup: "capitalism is a full-body contact sport in China"BYD, Alibaba, Tencent — great company vs. great stockWhy a blind squirrel: strong convictions, loosely heldLeopold Aschenbrenner: the leverage lesson, not the fraud lessonIs AI inflationary or deflationary? Both — and that's the problemValuing OpenAI and Anthropic when 20–45% of scenarios are zerosThe China Collar: monopsony, storage, and the swing buyer of crudeWhy energy should be 2.5x its current S&P weightThe UK on its bond floor: FTSE 250, 12x earnings, battle-hardened managersInvestment trusts: getting paid twice when private equity bidsLife after 60/40: CTAs, long-dated crude, gold — and why not BitcoinEM local currency debt and 40% African exposureThe new Fed chair's straitjacket, and moving the 2% goalpostsDollar/yen, the 30-year JGB, and the Forrest Gump of global macrochina collar, oil price, monopsony, crude oil, energy equities, opec, strait of hormuz, uk equities, ftse 250, investment trusts, closed-end funds, nav discount, 60/40 portfolio, portfolio diversification, cta, managed futures, trend following, gold, emerging market debt, macro investing, rupert mitchell, blind squirrel macro, openai valuation, anthropic valuation, ai bubble, federal reserve, dollar yen, jgb, byd, tencent, china state capitalism.This podcast explores stocks, markets, and capital, examines the role of gold in finance, unpacks tax policy and economics, discusses pathways to financial freedom and retirement, explains how interest rates affect investing, features insights from financial advisers, analyzes inflation, recession, and market volatility, covers the actions of central banks, evaluates different assets, addresses inheritance planning, reviews portfolio construction with bonds and an isa, assesses long-term returns and allocation strategies, explores macro trends, and helps listeners understand risk and pensions.

EV Café Takeaway
180: Warren Philips | EVA England

EV Café Takeaway

Play Episode Listen Later Aug 19, 2026 60:40


A co-founder of EVA England, incoming chair of the Recharge APPG in Parliament, and one of the earliest UK adopters of home solar, battery storage and electric driving — Warren Phlips received one of the very first consumer Tesla Powerwall 2 units in the country (number three, he's told, just behind a certain Robert Llewellyn) — he has spent the best part of a decade quietly pulling the EV transition in the right direction, almost entirely as a volunteer.But this conversation goes far beyond charge points and policy. Warren talks candidly about the moment that changed everything: sitting alone in a hospital room, holding his newborn daughter while doctors fought to save his wife, and deciding then and there that his job was to make the world better rather than build a fortress around his family. Everything since — the advocacy, the lobbying, the 20-plus hours a week given freely to EVA England — flows from that decision, and from a promise to his daughter.Along the way: From avionics engineering and FTSE 100 software to government security work — and how none of it explains the hats How showing off a Renault Zoe and some solar panels at an eco open home quietly converted a neighbourhood The five principles Warren tests every policy against: fair, accessible, equitable, safe, accurate A live debate on the newly announced VAT cut on domestic electricity — good news, but is it fair to the millions who can't charge at home? Recognising privilege, and choosing to spend it on other people Lucid Destiny, his new consultancy helping companies navigate the EV transition without losing sight of the consumer at the end of it Why his daughter is named after Ayrton Senna And a Magic Wand wish that might be the best one yet: removing fear itself Connect with Warren:LinkedInEVA England:evaengland.org.uk

'The Mo Show' Podcast
From Family Business to FTSE 100 Giant: The Man Who Helped Build a Pharma Empire | Mazen Darwazeh | Live from the World Economic Forum, Dalian

'The Mo Show' Podcast

Play Episode Listen Later Aug 15, 2026 40:45


Mazen S. Darwazeh is the Executive Chairman and Deputy Chief Executive Officer of Hikma Pharmaceuticals, and a Jordanian senator currently serving his fifth term.His journey with Hikma began in 1985 as a medical representative.Over the next four decades, he rose through the company to lead its MENA business and help shape Hikma into the largest pharmaceutical company by sales in the region and a FTSE 100 multinational employing around 9,500 people across three continents.Recorded in Dalian, China, this conversation was made possible thanks to the World Economic Forum, who facilitated the episode during the Annual Meeting of the New Champions.On this episode, we talk about what it takes to preserve the values of a family-built company as it becomes a global institution, Hikma's ambitions for healthcare in the Middle East, the growing role of biosimilars and biotechnology, and the challenge of ensuring access to essential medicines in a region shaped by geopolitical uncertainty.We also discuss China's evolving role in the pharmaceutical industry, Mazen's perspective from both business and public service, and what four decades in healthcare have taught him about leadership, longevity and building something that lasts.

Investors Chronicle
Legal & General, infrastructure stocks and GSK:Companies and Markets Show

Investors Chronicle

Play Episode Listen Later Aug 14, 2026 26:16


After an avalanche of earnings updates, we turn to our annual Income Majors special report and dive into two prominent FTSE 100 dividend stocks. First up is insurer Legal & General; pressure has been mounting on the company as it grapples with a more competitive pensions market. Christopher Akers explains the CEO's buyback plan, its yield and what it means for investors.We then move to GSK, once known as GlaxoSmithKline, which faces a tricky balancing act between dividends and developing new drugs. The pharma giant has been spending heavily on R&D – a staggering £18bn this year alone to build its oncology pipeline. Julian Hofmann has the details.Finally, we cast our ears to Hill & Smith's growth across the pond. The steel products company now generates two-thirds of its revenue from the US and has even switched its currency from sterling to dollars. Michael Fahy discusses what's going on at the growing business.Timestamps: 00:00 Intro03:22 Legal & General10:42 GSK18:57 Hill & Smith Listen to more podcasts from Investors' Chronicle on Apple, Spotify and YouTubeInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

The Lonely Leader
The Morning Belongs to You. So Why Are You Giving It to Everyone Else?

The Lonely Leader

Play Episode Listen Later Aug 10, 2026 16:39


This morning, in the first thirty minutes after you woke up, who did the morning belong to? Did it belong to you? Or did it belong to your inbox, your notifications, the news, and the chaos of getting everyone else out of the door? For many senior leaders, the answer is the latter. The morning that had the potential to set them up for everything that followed was handed over before they had even fully woken up. Nobody took it from them, they gave it away.In this episode of The Lonely Leader Podcast, James Rule returns to one of the most consistently requested topics in the back catalogue and goes significantly deeper than the original Episode 4. This episode is about standards, because how you start the morning is a direct reflection of the standards you hold yourself to and the morning audit James shares at the end will make that uncomfortably clear.James builds a practical framework for reclaiming the first hour of your day, a set of non-negotiables that take fifteen minutes and change how the rest of the day feels.KEY TAKEAWAYSWhy most leaders have a morning reaction rather than a morning routine and the difference it makes.The Three and Three practice revisited, expanded, and built upon from Episode 4.Why the phone has to wait and how to handle every objection to that.Why a good morning starts the night before.The complete framework for building a morning that serves you, adapted to your own life and rhythm.A five-day morning audit challenge that reveals exactly what you have been accepting.Accelerate your growth and development with The Lonely Leader Academy If you want to work through some of these areas in more depth, to accelerate your learning and access tools, tactics and tips to drive performance and enhance fulfilment then check out The Lonely Leader Academy: https://tll.academyRELATED EPISODES FROM THE ARCHIVEEpisode 4 - High performers do this everyday to empower their mindsetEpisode 33 - High Performance Pledges Episode 93 - Inside The Lonely Leader: My story, my philosophy, my purposeABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. CONNECT & CONTACT The Lonely Leader Academy: The Lonely Leaderwww.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramhello@thelonelyleader.co.uk THIS SHOW WAS BROUGHT TO YOU BY LONELY LEADER MEDIA NEWSLETTERSign Up to The Leadership Accelerator Newsletter for advice, inspiration and ideas, you'll also receive James' Top 10 Tips for Combating Your Fear of Public Speaking. Hosted on Acast. See acast.com/privacy for more information.

Playing FTSE
E-Commerce to SaaS: BIG Earnings Recap

Playing FTSE

Play Episode Listen Later Aug 9, 2026 74:26


What's Michael Burry buying? Find out on this week's PlayingFTSE Show!It's a close-run thing in the stock market this week. At least, it is between Steve and Steve – the FTSE 100 and the S&P 500 are nowhere to be seen really…MercadoLibre shares fell after strong revenue growth – and lower profits. The company is investing to strengthen its position, but is this a good thing?Amazon, Shoppee, and Temu are all coming for the Brazilian e-commerce market. Steve D, however, isn't really worried…It's been quite the year for SAAS stocks and Steve D has the good, the bad, and the ugly. The difference between them is quite striking.We've had the right framework for thinking about these on the show – so far. But which name has been the runaway winner in Steve's portfolio?Uber shares went down – and then back up again – after earnings this week. The issue is a familiar one in the form of heavy spending and uncertain returns. It's not the only company looking to maintain its competitive position in a changing world. But is it going to turn out more like Rightmove, or Microsoft?Progyny losing Amazon as a customer should have been a huge blow. But while it hasn't been a good thing, the company has continued moving forward. That's hugely impressive. So why did the stock fall after this week's earnings report?Only on this week's PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:

Food School: Smarter Stronger Leaner.
Yaron Assabi: 8 thriving businesses, 3 cancers, the world's first mobile commerce transaction - and he's just getting started.

Food School: Smarter Stronger Leaner.

Play Episode Listen Later Aug 7, 2026 68:28 Transcription Available


When your doctor gives you 3 months to live, what do you do with the company you spent 23 years building? What do you do with your life?What would crash most people resulted in another successful business venture for Yaron.What kind of person can do that?Let's find out!Yaron Assabi built 1 of South Africa's first e-commerce businesses in 1998 — before most of the country had ever been online. He rode the dot-com wave to a FTSE listing, watched it crash, bought his own company back, and spent the next 2 decades quietly building Digital Solutions Group into 7 specialist businesses serving brands like Nando's, KFC, DStv and Coca-Cola across Africa, the Middle East and the UK.Then, in April 2021, everything stopped. 3 cancers, diagnosed at once. A family history that had already taken his mother at 39 and his father twenty years later. Doctors gave him 3 months without chemo. He chose to fight it his own way instead — and rebuilt his health, his mindset, and eventually a whole other business, from the ground up.This episode is the rare kind of conversation that moves fluidly between "how do you scale 7 companies" and "how do you sit with your own mortality and choose to do your own thing" that only Yaron could pull off so well it feels.In this episode, you'll learn:How Yaron decides what to say yes to The shared-services model that lets DSG launch new startups faster every time, without founders having to be good at everythingWhy he believes a business that depends on its founder is a business that hasn't really been built yet — and how to design yours so it can run without youThe exact morning system Yaron credits with his recovery and the energy that carries him through his dayWhat changed in his mind the day he was diagnosed — and why he says fear is just "a false experience appearing real"How losing both parents to cancer shaped his relationship with risk, intuition, and not postponing his lifeYaron's take on AI in the business Why Yaron believes you don't have to sacrifice your wellbeing to build something great — and what changed his mindsetWhether you're building a company, rebuilding your health, or trying to figure out how to do everything - this episode will be your inspiration, breaking many limiting beliefs and fears that are stopping you from Doing Something Great with every day of your life.Tune in, get inspired - Do Something Great!About Yaron AssabiYaron Assabi is the Founder and Group CEO of Digital Solutions Group (DSG), a South African-founded, globally active group of seven specialist digital businesses spanning customer experience, digital marketing, telecoms, cybersecurity, data and AI, and digital commerce. Since founding the company in 1998 as one of South Africa's first e-commerce ventures, Yaron has grown DSG into a 600+ person group serving 60+ enterprise brands across Africa, the Middle East and the UK, with clients including Nando's, KFC, DStv, Coca-Cola and Unilever. He built and launched one of the world's first mobile commerce transactions in 2000, served as ICT strategist for the Nelson Mandela Foundation, and designed the 46664 global HIV/AIDS awareness campaign technology. A 3-time cancer survivor who chose to heal through lifestyle transformation rather than chemotherapy, Yaron also founded Chilled, a plant-based wellness and lifestyle brand born from his own recovery journey. He holds a degree in Economics from the University of the Witwatersrand.Links mentioned in this episode:DSG: www.dsg.co.zaChilled: chilled.mobiText Me Your Thoughts and IdeasSupport the showBrought to you by Angela Shurina  Certified Health, Sleep, Performance & Executive Coach 360 with 18 years of experience helping people change to feel, be and do their best.

Merryn Talks Money
Markets Wrap: Gold Rallies, AI Briefly Blows Up and the UK Market Still Needs Saving

Merryn Talks Money

Play Episode Listen Later Aug 7, 2026 16:06 Transcription Available


It's been a tumultuous few weeks for markets, and yet nothing much has changed. Join Merryn Somerset Webb and John Stepek as they discuss why an AI hedge fund implosion and US intervention in the Japanese yen appear to have merely strengthened market optimism. Meanwhile, the FTSE 250 has hit a new record high, even as the underlying need for practical policy help to save the UK market from extinction becomes ever more urgent.See omnystudio.com/listener for privacy information.

MoneyTalk Radio
FTSE 100 hits a new record: this is why investors are turning to the UK

MoneyTalk Radio

Play Episode Listen Later Aug 7, 2026 18:52


Today on the show - Tom Stevenson is here to talk about a new record level for the FTSE 100. Why is Britain’s stock market enjoying a golden summer while rival markets stumble? And can it continue? Tom’s recent article analysing the UK market can be read here. See omnystudio.com/listener for privacy information.

The Vox Markets Podcast
2464: Cavendish on Vietnam Holding: 12% discount attractive ahead of Vietnam's FTSE upgrade

The Vox Markets Podcast

Play Episode Listen Later Aug 6, 2026 14:20


Watch on YouTubeCavendish analyst Will Crighton explains why he has initiated coverage of Vietnam Holding with a Buy recommendation despite its recent underperformance and costly decision to avoid Vingroup. We examine the trust's discounted valuation, concentrated banking exposure, Vietnam's emerging-market upgrade and whether further redemptions could undermine the opportunity.

Linea mercati
Caffè Affari (ristretto) | SpaceX batte le attese ma punite spese in AI, S&P500 e FTSE MIB record ma Burry prevede crollo, Bessent: accordo vicino e le altre storie

Linea mercati

Play Episode Listen Later Aug 5, 2026 3:23


SpaceX batte le attese ma il mercato punisce le spese pazze in AI; Record di Dow, S&P500 e FTSE MIB ma Burry prevede un crollo dei mercati; AMD supera le attese ma l'asticella del mercato è troppo alta; Progressi nei negoziati Usa-Iran, per Bessent un accordo è vicino; Risiko al test dei conti, in giornata i numeri di Banco Bpm Puntata a cura di Elisa Piazza - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices

OverPerform
Ftse Mib a 53.000 punti: record storico, ma i salari reali calano

OverPerform

Play Episode Listen Later Aug 5, 2026 11:26 Transcription Available


Il Ftse Mib ha superato 53.000 punti aggiornando i massimi storici, con un rialzo del 18% da inizio 2026. Tre anni consecutivi di guadagni per Piazza Affari, miglior mercato azionario in Europa. Ma se guardi solo i titoli di borsa, rischi di perdere il quadro completo.L'Ufficio parlamentare di bilancio ha rivisto al rialzo il PIL italiano 2026 allo 0,9%, dal precedente 0,5% stimato ad aprile. Crescita trainata da investimenti e rimbalzo delle esportazioni. Fin qui le buone notizie. Il problema: i salari reali tornano a calare. Il potere d'acquisto delle famiglie si erode, con conseguenze dirette su consumi e capacità di risparmio.Sul fronte obbligazionario e materie prime, lo spread Btp-Bund rimane stabile — segnale di rischio percepito sotto controllo sul debito italiano — mentre il petrolio è in discesa, fattore che può allentare la pressione inflazionistica. Un contesto che pesa sull'asset allocation tra azioni, obbligazioni e liquidità.Ascolta TraDetector Cafe per orientarti nei mercati senza semplificazioni. Approfondisci su tradetector.com.

OverPerform
Pace USA-Iran: FTSE MIB +0,9%, petrolio -6% e proroga F24

OverPerform

Play Episode Listen Later Aug 4, 2026 11:35 Transcription Available


Quando Trump annuncia colloqui con l'Iran in piena notte, i mercati reagiscono prima che tu apra gli occhi. Il 3 agosto il FTSE MIB ha guadagnato circa lo 0,9% con Ferrari a +3,28% e UniCredit a +2,61%, mentre il petrolio crollava di quasi il 6% sotto gli 80 dollari al barile. Capire il meccanismo conta più del singolo movimento.La distensione geopolitica ha premiato i titoli ciclici e finanziari italiani, ma ha penalizzato chi era esposto all'energia: Prysmian ha ceduto il 2,83% e Tenaris l'1,44%. Una correzione brusca del WTI in una sola seduta modifica le aspettative di inflazione e incide direttamente sulla valutazione di ETF settoriali energetici e obbligazionari.Sul fronte fiscale, ricorda la proroga di Ferragosto: tutti i versamenti F24 in scadenza tra il 1° e il 20 agosto slittano automaticamente al 21 agosto 2026. Nessuna sanzione, ma pianifica la liquidità con anticipo.Segui TraDetector Cafe su Spotify e Apple Podcasts. Analisi, dati, zero promesse. Approfondisci su tradetector.com.

Playing FTSE
Bugs, Bakes and Bots

Playing FTSE

Play Episode Listen Later Aug 2, 2026 73:35


What's Steve D doing with his tights? Find out on this week's PlayingFTSE Show!The Steves are back to winning ways in the stock market. But Steve W's had a disaster on one name in particular…The FTSE 100 made new highs, but Rentokil shares fell 20% in a day. Steve W owns this one and he's been having a closer look. Results for Q2 don't look too bad. But lower organic growth, operating margins, and declining market share isn't a good combination.Greggs shares might be at the start of a comeback. The stock surged after results this week, despite some good – but not great – results.Is it a short squeeze, or is there more going on? Steve D has the latest news on the number of sausage rolls people are ordering when they don't have to ask for them in person.Microsoft shares surged this week after the company's Q4 (as they call it) results. Revenue growth is strong and capex looks under control, but Steve W is looking at something else.Satya Nadella outlined a really interesting plan. Instead of competing with OpenAI and Anthropic, why not just let them compete with each other and cash in?We've had a user question from a viewer! How do we screen for stocks and what do we use?The short answer is that we don't really. But the reasons could be more involved and complicated than you might think…Only on this week's PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:

Network Capital
Burn Bright, Build Slow: Sandhya Sabapathy on Building a Just Climate Future

Network Capital

Play Episode Listen Later Aug 1, 2026 45:15


In this episode of the Network Capital Podcast, Sandhya Sabapathy, author of Burn Bright, Build Slow: How to Build a Just Climate Future, explores the ideas, institutions and leadership models required to address the climate crisis.The conversation reflects Network Capital's broader interest in how individuals and organisations can combine purpose, intellectual curiosity and practical action. Sandhya argues that lasting progress cannot be built through urgency alone. It requires patient institution-building, equitable systems and leaders capable of balancing commercial ambition with social and environmental responsibility.Sandhya is the Founder and CEO of Kaleidoscope, a sustainability and business-resilience accelerator. She has worked across more than 40 markets, collaborating with FTSE 100 companies, Fortune 500 businesses and public–private partnerships. She was also recognised among the Financial Times Women of the Future 50 ESG Stars.The episode examines why climate solutions must be both scalable and just, how businesses can embed sustainability into their operating models, and why meaningful change often requires us to burn bright while building slowly.Purchase Burn Bright, Build Slow on Amazon UK:https://kaleidoscope.earth/burn-bright-build-slow/

Investors Chronicle
US IPOs, Rentokil and emerging markets: Companies and Markets show

Investors Chronicle

Play Episode Listen Later Jul 31, 2026 29:47


Results season is in full swing, and it's been another bumper week – with the overwhelming majority positive. But there are always laggards, and this week's show dives into one of the FTSE 100's biggest fallers, Rentokil. The pest control business's shares plunged after its half-year figures. Julian Hofmann explains why.Then, we look overseas, with many of the big AI and semiconductor trades going into reverse over recent weeks, including memory-chip makers SK Hynix and Samsung. So what better time to discuss how to pick out the value shares in these global markets. Michael Fahy talks through his favourites. And finally, we look at the consequences of the SpaceX IPO for Britain's investors – not the losses on which they're sitting, but the possibility of it having tipped the first domino on access to US IPOs. Helen Kirrane explains what's going onTimestamps00:00 Introduction00:57 Rentokil10:54 Global value hunting22:33 US IPOsListen to more podcasts from Investors' Chronicle on Apple, Spotify and YouTubeInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

The Making Money Simple Podcast
Q&A: Vanguard's VWRP (FTSE All-World) or VAFTGAG (FTSE Global All Cap) - Which Is Best?

The Making Money Simple Podcast

Play Episode Listen Later Jul 29, 2026 11:39


Get my global index fund & ETF comparison tool: ⁠click here⁠Listen to this next: 'Should you switch global ETFs?'In this podcast episode, we answer a great question from Andy:'VWRP or VAFTGAG'There are a few important differences:What they invest in How much they charge in feesWhat platforms they are available onAnd the type of investment each of them is Listen to the podcast episode for the full details.And thanks for the question Andy! If you have a question, feel free to email me: ryan@makingmoneysimple.com -----------------------------------------

The Making Money Simple Podcast
Q&A: Vanguard's VWRP (FTSE All-World) or VAFTGAG (FTSE Global All Cap) - Which Is Best?

The Making Money Simple Podcast

Play Episode Listen Later Jul 29, 2026 11:39


Get my global index fund & ETF comparison tool: ⁠click here⁠Listen to this next: 'Should you switch global ETFs?'In this podcast episode, we answer a great question from Andy:'VWRP or VAFTGAG'There are a few important differences:What they invest in How much they charge in feesWhat platforms they are available onAnd the type of investment each of them is Listen to the podcast episode for the full details.And thanks for the question Andy! If you have a question, feel free to email me: ryan@makingmoneysimple.com -----------------------------------------

The Lonely Leader
Seven years, seven challenges every leader faces

The Lonely Leader

Play Episode Listen Later Jul 27, 2026 22:52


Seven years ago James launched The Lonely Leader. In that time he's had the privilege of coaching and mentoring leaders across FTSE 100 businesses, the NHS, SMEs and the wider public and not for profit sectors. Different sectors, different titles, different pressures, and yet the same handful of challenges surface again and again.In this milestone episode he pulls together the seven challenges that clients have raised most often over the past seven years. For each one, he points you towards the episodes in the back catalogue that explore it in more depth, so you can go straight to the area that matters most to you right now.Whether you're a chief executive, a founder or an emerging leader, the chances are at least one of these is sitting close to home.1.Loneliness in leadershipGo deeper: Episode 30 Preventing Loneliness in LeadershipEpisode 103 Escaping Leadership LonelinessEpisode 106 When performance stops feeling worth it2.Burnout Go deeper: Episode 9 Warning Signs of Burnout and Tips to Prevent ItEpisode 23 Lessons Learned from BurnoutEpisode 71 Holiday Illness, a Warning Sign You Cannot Ignore3.Imposter syndromeGo deeper: Episode 20 Tackling Imposter Syndrome4. StandardsGo deeper:Episode 61 Set your Standards High5.Psychological safetyGo deeper: Episode 22 Creating Psychological Safety in a Team6.CommunicationGo deeper:Episode 38 Mastering the Art of CommunicationEpisode 80 Feedback Culture Part 1: Giving FeedbackEpisode 81 Feedback Culture Part 2: Receiving FeedbackEpisode 113 Connection before command: The human side of leadershipEpisode 124 Feedback isn't bullying. Silence is worse 7.ClarityGo deeper: Episode 84 Leadership Essentials: Clarity Go further with The Lonely Leader AcademyIf you want to work through some of these areas properly, James goes deeper on standards, communication and clarity across the modules and lessons already available inside The Lonely Leader Academy.ABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. CONNECT & CONTACT The Lonely Leader Academy: The Lonely Leaderwww.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramhello@thelonelyleader.co.uk THIS SHOW WAS BROUGHT TO YOU BY LONELY LEADER MEDIA NEWSLETTERSign Up to The Leadership Accelerator Newsletter for advice, inspiration and ideas, you'll also receive James' Top 10 Tips for Combating Your Fear of Public Speaking. Hosted on Acast. See acast.com/privacy for more information.

Playing FTSE
Ins, Outs & Shaking All Abouts -- Is That Really What It's All About?

Playing FTSE

Play Episode Listen Later Jul 26, 2026 68:54


Where are the 2027 Test Matches taking place? Find out on this week's PlayingFTSE Show!A truly dreadful week for both Steves in the stock market. The FTSE 100 and the S&P 500 are both up and they're down over 3% – each.That's not great, but what's been doing the damage? And in a week where most of their portfolios are red, how have they managed to focus almost entirely on shares that are up?!Judges Scientific was one of our top UK growth stocks for 2026. But that hasn't really come to fruition and the latest update from the company isn't particularly strong.The macroeconomic pressure is still on in the US and China. And with the next Geotek expedition now moving further into the distance, Steve D is getting ready to take action…Roper Technologies is one of the stocks Steve W decided to buy as a counter to the rise of AI. And the stock is up on the latest earnings, which seem to be showing strong signs.Revenues and profits are growing and AI integration is pushing the business higher. But is the firm missing a huge chance to be more aggressive with its capital allocation right now?3i has been one of the FTSE 100's biggest disappointments since we got interested in it. A strong update, however, and the stock seems to be heading back to its former glories.As usual, it's all about Action. The recent challenges look like a temporary setback, but where are we now in terms of growth, valuation, and future prospects?Forget Tesla – the S&P 500's big-name report this week was Alphabet. Steve W thinks the update looked pretty good, but investors don't seem to agree – the stock fell on the news.Across the company, AI looks like it's helping products and services. Free cash flow might have gone negative, but the market was ready for that… wasn't it?Only on this week's PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:

RadioBorsa - La tua guida controcorrente per investire bene nella Borsa e nella Vita
Finalmente un ETF globale diverso dagli altri: Amundi lancia il FTSE All World GDP Weighted ETF - Insider Investing #25

RadioBorsa - La tua guida controcorrente per investire bene nella Borsa e nella Vita

Play Episode Listen Later Jul 24, 2026 23:12


Conviene investire nel nuovo ETF azionario globale di Amundi pesato sul PIL (GDP Weighted) IE000KCKFHE8 o è meglio restare sul classico Vanguard FTSE All World a capitalizzazione?In questo podcast analizziamo l'ultima novità del 2026 nel mondo degli ETF: l'Amundi FTSE All World GDP Weighted ETF. Scopriamo come funziona la ponderazione in base al Prodotto Interno Lordo, quali sono i costi (TER), i dividendi e come questo strumento risolve l'elefante nella stanza di ogni portafoglio pigro: l'eccessiva concentrazione del 60-65% sulle azioni USA e sul settore tecnologico americano.Presentiamo un backtest esclusivo dal 2018 a oggi per confrontare rendimenti, volatilità e drawdown massimo (in Euro) di questa strategia rispetto ai tradizionali indici MSCI World (IE00B4L5Y983) e FTSE All World (IE00BK5BQT80).Conviene usarlo come asset core o come complemento?

Playing FTSE
Banks, Buildings & Discount Ferraris

Playing FTSE

Play Episode Listen Later Jul 19, 2026 67:27


What are bumpers for? Find out on this week's PlayingFTSE Show!The Steves are flying again this week, with both well ahead of the FTSE 100 and the S&P 500. But which surprise name has been driving both portfolios higher?Since we identified it as a top UK stock for 2026, Vistry has been the FTSE 250's worst performers this year. And it's down again after announcing H1 profits below expectations.Steve W, however, thinks there are encouraging signs for H2. So could the UK's most heavily-shorted stock be set for a comeback in the second half of the year?It's earnings season in the S&P 500 and that means one thing: banks. This time, it's Steve D covering the Wall Street results from Wall Street.The news is pretty positive, which shouldn't be a big surprise. But is a victory lap in order closer to home with a FTSE 100 name in the Britbox?Steve W has a new name on his list of stocks to buy. It's Exor – a Dutch holding company trading at a huge discount to its NAV.By itself, that's not necessarily anything new. But it's biggest asset might be a unique opportunity to get exposure to a premium name at a huge discount.Only on this week's PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:

Dr. Amen Kaur - Become Narcissist Free
The neuroscience of why you dream big but do nothing (& how to fix it)

Dr. Amen Kaur - Become Narcissist Free

Play Episode Listen Later Jul 15, 2026 22:47 Transcription Available


Free MasterclassYou can see the life you want so clearly. The confident version of you, doing the work that actually matters. And then you don't move. Most videos will tell you that's your amygdala, or a dopamine hit, or a lack of discipline. They're wrong, and in this episode I'll show you what's actually happening in your brain when you sit down to begin.I spent twenty years in corporate and made partner at a FTSE 250 before becoming a coach, and the question I could never let go of was why capable people, people with every resource and every reason to move, still don't. This is the answer.We look at the real neuroscience of the vision-to-action gap, including Dr. Tim Pychyl's twenty years of research showing procrastination is an emotion problem, not a time management one, Dr. Piers Steel's motivation equation, and the research most people get wrong about dopamine and desire. Then I give you the one thing that actually closes the gap. Not more motivation. The next right action, small enough that being wrong about it costs you nothing.Because clarity is not the thing you need before you move. Clarity is what moving produces.If you can see it and you haven't started, this one is for you.Free guide, the identity gap and the disciplined mind training: https://www.amenkaur.com/aboutStudies referenced: Pychyl and Sirois on procrastination and emotion regulation. Steel's temporal motivation theory. Salamone and Correa on dopamine and effort. Oettingen on positive fantasy. Bandura on self-efficacy and mastery.neuroscience and procrastination, emotional management, overcoming procrastination, identity gap, fear and self-doubt, action and clarity, small steps towards goals, vision and action, achieving your dreams, self-help and motivation, managing emotions, understanding procrastination, personal development, achieving goals with neuroscience, productivity strategies, self-improvement techniques, visioning with action, emotional intelligence, mindset and success, motivation and behavior change

The Lonely Leader
Executive Presence: The six things you control before you walk into the room

The Lonely Leader

Play Episode Listen Later Jul 13, 2026 17:59


A desire to improve their executive presence is a theme that James Rule discusses regularly with the clients of The Lonely Leader. In this episode he challenges the misguided belief that it is an innate trait and shares the six step road map that anybody can use to enhance their presence. Whatever meeting room you have to enter, whatever presentation you are tasked with making, embrace this plan and step forward with real confidence. RELATED EPISODES Episode 92 Leadership Essentials: Body LanguageEpisode 36 Leadership Essentials: ConfidenceEpisode 20 Tackling Imposter SyndromeENJOYED THE EPISODE?James works with senior leaders, CEOs, and founders who want to perform at the highest level without losing what matters most in the process. If this conversation has prompted something for you professionally or personally James would genuinely love to hear from you.You can reach him directly via LinkedIn or through the website below. Everything shared is in complete confidence.If this resonated, the single most valuable thing you can do is share it with one person who needs to hear it. A leader you know who is carrying this quietly. A colleague who is building something significant and paying a price at home they haven't fully examined yet.A five-star review on your podcast app also makes an enormous difference in helping this podcast reach the leaders who need it most. It takes thirty seconds and it matters more than you know.ABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. CONNECT & CONTACT The Lonely Leader Academy: The Lonely Leaderwww.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramhello@thelonelyleader.co.uk THIS SHOW WAS BROUGHT TO YOU BY LONELY LEADER MEDIA NEWSLETTERSign Up to The Leadership Accelerator Newsletter for advice, inspiration and ideas, you'll also receive James' Top 10 Tips for Combating Your Fear of Public Speaking. Hosted on Acast. See acast.com/privacy for more information.

The Making Money Simple Podcast
12k Q&A - Bonds, Trading212 vs Vanguard & Tequila

The Making Money Simple Podcast

Play Episode Listen Later Jul 13, 2026 31:04


Get started with investing (free guide & course) click hereHow I can help you (The Investing Academy) click hereTop broker sign-up offers are hereI hit 12,000 subscribers on YouTube, so thought I'd do a Q&A.This is the first ever Q&A I've done and I'm answering some of your investing questions from Instagram and YouTube.We cover a wide range of topics, including bonds, Stocks & Shares ISAs, SIPPs, Trading 212 vs Vanguard, retirement planning, factor investing, portfolio strategy, and much more.A huge thank you to everyone who has subscribed, watched, commented and supported my YouTube channel and my Podcast. I genuinely appreciate your support!-----------------------------------------

The Lonely Leader
The Lonely Leader Academy is Live

The Lonely Leader

Play Episode Listen Later Jul 6, 2026 4:33


In this bonus episode, James Rule announces the launch of tll.academy, our digital leadership development platform. It has been built on decades of leadership insight and is designed to support your growth and development at a place and pace that suits you best. As a gesture of appreciation for supporting The Lonely Leader Podcast, James presents the Founding Member Offer. For a limited period you can access tll.academy for just £9 per month and that price is frozen for life. Listen in to learn more and check out The Lonely Leader Academy on tll.academyRELATED EPISODES FROM THE ARCHIVEEpisode 120 - Launching The Lonely Leader Academy. ABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. CONNECT & CONTACT www.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramhello@thelonelyleader.co.uk THIS SHOW WAS BROUGHT TO YOU BY LONELY LEADER MEDIA NEWSLETTERSign Up to The Leadership Accelerator Newsletter for advice, inspiration and ideas, you'll also receive James' Top 10 Tips for Combating Your Fear of Public Speaking. Hosted on Acast. See acast.com/privacy for more information.

Playing FTSE
Revealing All of Our Stocks!

Playing FTSE

Play Episode Listen Later Jul 5, 2026 69:30


Who's turning 2026 around? Find out on this week's PlayingFTSE Show!Q2 is in the books, so it's time to check in on what the Steves have been buying and selling. And there are some surprising updates from both of them…Steve D's been making some moves in his portfolio in Q2. And the big story is a major new buy making its way to position number three in his portfolio.It's a big bet on a big company – a name that everyone seems to be talking about at the moment. But why has Steve chosen to make his move now?Steve W's made one big move in Q2 – and he's been talking about it for months. It's finally time for the big reveal as to what it is. The stock is a FTSE 100 start we've had an eye on for some time. But what about Microsoft creeping up in his portfolio?The Eurobox has been a bit of a mixed bag in Q2. It started off slowly, but things are starting to pick up. The story has been familiar with some wider macro themes – defence and data centres. But what changes does Steve D have in mind?The Britbox has done better than either Steve in Q2 – and outperformed the FTSE 100. But it hasn't all been straightforward.Cohort and Renishaw have been the leading lights. No surprise there, but Steve W hsa a shocking idea for what to add (good job we take a week to think about it).Only on this week's PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:

DH Unplugged
DHUnplugged #808: Bulls in a Bubble Shop

DH Unplugged

Play Episode Listen Later Jul 1, 2026 61:55


Happy 250th! The bulls are bubbling up! Yentervention – it is a thing. Labor market predictions. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - 250 Years! - We have the scorecard - Bulls are on the loose! - Kevin Hassett - what a putz - RAM JOB! Markets - Google's first day in the DJIA - a good one - SpaceX bonds already losing -Yen slips to 1986 levels - Yentervention? WHAT A PUTZ! - Trump Accounts launch July 4, with the NYSE and Nasdaq set to ring the opening bell from the Oval Office. - Program gives a $1,000 Treasury-funded investment account to U.S. children born from January 1, 2025 through December 31, 2028. - Kids under 18 can have accounts, but only newborns in that four-year window get the federal seed money. - Parents, family, employers, nonprofits, and governments can add money, with a general $5,000 annual contribution cap. - Money is invested in index funds and generally locked up until the child reaches adulthood. - Kevin Hassett pitched it as a way to teach kids about markets, ownership, saving, and compounding. His argument is that the more young people get exposed to investing early, and market ownership becomes less of an upper-income club. - However - > the government is handing out taxpayer-funded brokerage seed money while selling it as capitalism. - Also odd: the benefit may skew toward families who already know how to file forms, open accounts, and add more money. - So basically it is a forced financial-literacy experiment wrapped in a political brand name, with a socialist starter check to teach capitalism. First-Half Winners and Losers - S&P 500 finished the first half up roughly 7% to 8%, with the rally led by AI hardware, chips, memory, and data-center infrastructure. - Biggest winners were the shovel sellers: Sandisk up about 780%, Micron up about 296%, Western Digital up about 240%, Seagate up about 226%. - Overseas AI hardware ripped too: South Korea's Kospi up 123%, helped by Samsung up 169% and SK Hynix up 303%. - Semiconductor ETFs had a monster Q2: iShares Semiconductor ETF up 86.8%, VanEck Semiconductor ETF up 64.8%. - Japan's Nikkei rose about 38%; FTSE 100 gained about 5.8%. - Losers were the software/platform names that could not prove immediate AI payoff. - Microsoft was down about 24% despite being one of the biggest AI spenders. - Momentum stocks had one of their worst stretches in two decades as the Magnificent Seven slipped on capex worries. - Crypto and gold also lagged the AI-infrastructure trade. - Equity BULLS are running like it was San Fermin, Spain... MORE.... - Gold biggest quarterly loss since 2013 - Japan best quarter ever - Oil starts and ends - Kospi best quarter in 30 years - Stoxx 600 best Q in 5 years Something is going to break! - When Micro announced earnings, and we see that companies are panicking (News about existential threat to smaller tech players).. We said something is going to break - MU shares lifted to ATH on the news - big big beat - Micron's latest quarter showed a dramatic acceleration from the year-ago period, with revenue rising from $9,301 to $41,460 and EPS increasing from $1.91 to $25.11. - HUGE uptick in guidance - Apple increased pricing, Dell is increasing prices next week (17%), Microsoft raised price on XBox, HP across the board increase, Lenovo/Xiaomi increases, - NOW: Apple is lobbying the Trump administration for clearance to buy memory chips from China's ChangXin Memory Technologies Korea Goes All-In On AI Memory - Samsung and SK Hynix are backing a huge South Korea chip buildout tied to AI memory, HBM, advanced DRAM, packaging and data centers. - Samsung's plan includes hundreds of trillions of won for new fabs, including HBM facilities in Cheonan and Onyang. - SK Hynix is expanding Yongin and planning a major new chip base as it rides demand from Nvidia-linked HBM supply. - Government angle: Seoul wants domestic chip capacity treated like national infrastructure, not just corporate capex. - The state is trying to lock in supply-chain control before China, Taiwan, Japan and the U.S. pull more production into their own subsidy zones. - Market wrinkle: AI memory is hot now, but memory companies have a long history of overbuilding into strong pricing cycles. - Governments are no longer just subsidizing chips — they are helping plan semiconductor cities. RAM Job? - Samsung, SK hynix, and Micron were hit with a U.S. antitrust class-action lawsuit over alleged DRAM price fixing. - Allegation: the big three coordinated supply cuts while shifting capacity away from regular DDR3/DDR4 memory and into high-bandwidth memory for AI servers. - Plaintiffs say the three companies control roughly 90% of the DRAM market. - Conventional DRAM prices allegedly jumped about 700% over four years. - Complaint argues that in a normal commodity market, at least one supplier would usually increase production when prices spike. - Instead, the lawsuit says all three moved in the same direction at the same time. DRAM: We Have Seen This Movie Before - Yes, there was a similar DRAM price-fixing scandal in the 2000s. - DOJ investigation covered alleged DRAM price fixing from roughly 1998 through 2002. - Hynix pleaded guilty in 2005 and agreed to pay a $185 million criminal fine. - Samsung pleaded guilty in 2005 and agreed to pay a $300 million criminal fine. - Infineon pleaded guilty earlier, in 2004, and agreed to pay a $160 million fine. - Micron was involved in the investigation but received amnesty/cooperation treatment rather than the same criminal fine path. - Several executives were also charged or pleaded guilty. - State AGs and private plaintiffs later pursued civil cases tied to overpayment claims. - Difference now: the new case is not yet proven and appears focused on alleged coordinated supply restriction during the AI/HBM boom. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. Dow 52,000 and the Tech Bounce - Dow closed above 52,000 for the first time Monday, finishing at 52,182.74. - S&P 500 gained 1.18%; Nasdaq jumped 2.07%. - S&P and Nasdaq snapped five-session losing streaks. - Alphabet rose 4.8% on its first day as a Dow component. - Tesla gained 8.5%; SpaceX rose more than 7%. - The bounce came after last week's tech selloff, with investors rotating back into mega-cap and AI names. Comcast Breaks Itself Up - Comcast plans to split media and connectivity into two separate companies. - NBCUniversal and Sky would be spun off in a tax-free deal; Comcast keeps broadband, wireless, and cable. - Completion expected within a year. - Shareholders would own both Comcast and the new NBCUniversal. - Comcast shares rose on the news; Charter also jumped as investors speculated Comcast could eventually pursue a broadband-scale deal. AI Trade Gets a Warning Label - Bank for International Settlements flagged the AI boom as a financial-stability risk. - The main concerns: elevated valuations, investor complacency, complex funding structures, and debt financing across the AI supply chain. - BIS also warned that record public debt and leveraged hedge-fund activity in sovereign bonds could amplify shocks. - Quote from BIS General Manager Pablo Hernandez de Cos: "Policy actions must reinforce each other." - The interesting part: central bankers are not saying AI is fake; they are saying the financing stack may be fragile. Inflation Back Above 4% - BEA's PCE price index rose 4.1% year over year in May. - April was 3.8%; March was 3.5%; February was 2.9%. - This keeps pressure on the Fed because PCE is the Fed's preferred inflation gauge. - Core PCE may later be revised lower because of BEA methodology changes. - Goldman estimated May core PCE could be trimmed to 3.2% from 3.4%; JPMorgan expected 3.3%. - Funny-but-real detail: part of the potential revision comes from how BEA prices portfolio management, legal services, and computer software. Jobs Report Becomes Bad-News-Is-Bad-News - June payrolls are due Thursday because markets are closed Friday for Independence Day. - The setup is awkward: strong jobs could mean stronger economy, but also higher odds of Fed hikes. - Looking back - May payrolls were hot at 172,000 versus an 85,000 forecast, with unemployment steady at 4.3%. - Remember - after the June Fed meeting, policymakers were clearly focused on inflation, not rescue cuts. Oil, Iran, and the Market's New Weird Routine - Oil stayed volatile around renewed U.S.-Iran tensions and peace-talk headlines. - Brent rose 1.6% Monday to $73.15; WTI rose 2.2% to $70.75. - Markets rallied anyway, helped by signs talks would resume and shipping routes were stabilizing. - The odd market behavior: geopolitical escalation keeps getting followed by de-escalation headlines and risk-on rallies. - This is now part of the trading pattern: weekend war scare, Monday relief rally, repeat. --- New attacks by USA on Iran happened at approx 4:30PM on Friday (markets closed) and then a halt to the fighting on Sunday - before the futures opened. Odd : Wendy's Becomes a Meme Stock - Wendy's became the latest retail-trader short-squeeze target. - Stock surged 25% last Wednesday, then gained another 9% Thursday. - Barron's said the move followed a CFO shakeup and WallStreetBets attention. - New CFO Steve Cirulis came from Potbelly and is also taking the Chief Strategy Officer title. - Wendy's had fallen 47% over the past year before the rally. - Short interest was nearly 30% of the public float, making the stock easier to squeeze. - Trian, Nelson Peltz's firm, owned nearly 15 million shares valued around $93 million. SpaceX Bonds Slip After Big Debut - SpaceX sold $25 billion of investment-grade bonds, its first major public debt deal. - Demand was huge, with roughly $85 billion to $98 billion of orders. - The 10-year tranche priced about 1.4 percentage points over Treasurys. - Bonds weakened quickly after pricing. - The 10-year yield rose near 6%, with the spread moving above 1.6 percentage points. - Longer-dated 2046 and 2056 bonds took the most pressure. - The pushback: bond buyers want more yield for a company still funding rockets, Starlink, AI/data-center spending, and Mars ambitions. - Clean read: equity investors bought the story; bond investors immediately marked it down. Yentervention - Yen weakened again, pushing toward the 162-per-dollar zone and near its weakest level in about 40 years. - Japan keeps warning it is ready for "decisive action" or to respond "at any time." - Market does not seem scared for long. - Japan already spent heavily defending the yen, including a roughly $73 billion yen-buying operation after the currency broke past 160. - U.S. rates are still high, the Fed is not rushing to cut, and the Bank of Japan is still moving slowly. - That keeps the carry trade alive: borrow cheap yen, buy higher-yielding dollars. - Japan's foreign reserves fell 5.6% in May after intervention, showing the defense is expensive.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Silicon Valley Tech And AI With Gary Fowler
The Frictionless Front Desk: Demystifying AI in the Service Economy with Filip Linek

Silicon Valley Tech And AI With Gary Fowler

Play Episode Listen Later Jun 30, 2026 18:16


Join Filip Linek, Founder and CEO of FLAE Robotics, for an essential look at the operational realities of deploying multi-channel AI agents within the service sector. Boasting over 25 years of diverse entrepreneurial execution—including building a high-volume logistics distribution enterprise from scratch to its successful acquisition by FTSE 100 titan Bunzl—Filip is not your typical tech theorist. He transitioned into the AI ecosystem out of pure frustration while managing his own hotel properties, where chronic night-shift staffing shortages met rising guest expectations. In this episode, we unpack the development of BE-A, FLAE's front-office AI receptionist platform, and examine the critical structural gaps causing most corporate AI projects to stall out between the initial demo and actual property-wide deployment.

The Lonely Leader
How successful leaders create their own luck

The Lonely Leader

Play Episode Listen Later Jun 29, 2026 20:31


Is success really about luck? Or is that just the story we tell ourselves when someone else gets further than we do?In this episode of The Lonely Leader Podcast, James Rule takes on one of the most comfortable excuses in leadership and life. The idea that high achievement is down to being in the right place at the right time. He argues that what looks like luck from the outside is almost always the product of invisible work, difficult decisions, and the willingness to prepare long before any opportunity appears.Drawing on Gary Player's famous line “The harder I practise, the luckier I get” James shares two stories from his own journey: the years of work it took to represent England as a rugby player, when peers around him were dismissed as “just lucky”; and the moment he walked into a boardroom as a young professional and presented an unsolicited strategic analysis to the board a move that could have cost him his JOB, but instead led to him becoming CEO.This episode is a challenge. If you have ever looked at someone else's success and thought “they were lucky” James wants you to ask a harder question. Do you actually know what it took? And more importantly: what are you willing to do to get lucky yourself?KEY TAKEAWAYSWhy calling someone “lucky” is often a way of avoiding personal accountabilityThe four behaviours that consistently separate those who “get lucky” from those who don'tTwo real stories from James's career that reframe what luck actually looks likeA challenge to apply immediately to your own leadership journeyRELATED EPISODES FROM THE ARCHIVEEpisode 93 - Inside The Lonely Leader: My story, my philosophy, my purpose Episode 88 - The Leadership Essential of preparation Episode 65 - Leadership Essentials: Consistency ENJOYED THE EPISODE?James works with senior leaders, CEOs, and founders who want to perform at the highest level without losing what matters most in the process. If this conversation has prompted something for you professionally or personally James would genuinely love to hear from you.You can reach him directly via LinkedIn or through the website below. Everything shared is in complete confidence.If this resonated, the single most valuable thing you can do is share it with one person who needs to hear it. A leader you know who is carrying this quietly. A colleague who is building something significant and paying a price at home they haven't fully examined yet.A five-star review on your podcast app also makes an enormous difference in helping this podcast reach the leaders who need it most. It takes thirty seconds and it matters more than you know.ABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. CONNECT & CONTACT www.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramhello@thelonelyleader.co.uk THIS SHOW WAS BROUGHT TO YOU BY LONELY LEADER MEDIA NEWSLETTERSign Up to The Leadership Accelerator Newsletter for advice, inspiration and ideas, you'll also receive James' Top 10 Tips for Combating Your Fear of Public Speaking. Hosted on Acast. See acast.com/privacy for more information.

Playing FTSE
Semis, Sheds & Stealthy Taxes

Playing FTSE

Play Episode Listen Later Jun 28, 2026 77:11


What unusual things have been going on with Vistry shares? Find out on this week's PlayingFTSE Show!They say a broken clock is right twice a day. Steve W's now been right twice in a month, as the crowded semiconductor trade started to unwind this week. Micron has been one of the big beneficiaries of the run on data centre stocks. And its latest results are nothing short of incredible. The stock market feels like Warren Buffett's story of Cinderella. But as investors dance in the room where the clocks have no hands, Steve W doesn't think it's midnight yet.Steve D's checking in on Avingtrans – a super impressive UK growth stock. Like Diploma and Halma, it's exposed to some of the big trends right now. It trades at a much lower multiple, though. And with size on its side, is a 9% decline from its highs a chance to buy?UK stocks – especially real estate investment trusts – have been takeover targets recently. The latest one, however, is FTSE 100 REIT Segro. It's the subject of a takeover bid from Prologis – a Steve D stock. But despite a big premium to the previous closing price, Steve W thinks there's a complication.What do the government's latest moves mean for your Stocks and Shares ISA? Not a lot, as long as you were planning on buying equities in them.They're not really designed for hoarding cash. But Steve D has a smart workaround for investors who want to try and hang out in a money market fund…Only on this week's PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:

Investors Chronicle
Ocado, asset managers and Telecom Plus: Companies and Markets Show

Investors Chronicle

Play Episode Listen Later Jun 26, 2026 29:08


This week, we begin with online grocer Ocado (OCDO) following reports of a CEO switch. Julian Hofmann dives into what a potential change at the top will mean for the FTSE 250 company that has struggled to deliver despite decades of investing in its technology. Next, we turn to Liontrust Asset Management (LIO), where, despite another year of poor results, it reported an early completion for its acquisition of River Global. Christopher Akers explores the positive response to the news and whether M&A offers a road to recovery.Lastly, we look at Telecom Plus (TEP), better known as Utilities Warehouse, after it slashed dividend payouts and cut forecasts. Julian is back to discuss the provider's plans to kick-start customer growth and considers whether investors are right to have confidence in the turnaround. Timestamps00:00 Intro06:33 Ocado12:17 Liontrust Asset Management20:08 Telecom PlusListen to more podcasts from Investors' Chronicle on Apple, Spotify and YouTubeInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

The Spencer Lodge Podcast
#402: Stop Feeling Guilty. It Is a Wasted Emotion. | Dame Heather McGregor on Reinvention, Breaking Barriers and Why It Is Never Too Late

The Spencer Lodge Podcast

Play Episode Listen Later Jun 15, 2026 72:22


Known to millions as Mrs. Moneypenny from her 16 year Financial Times column, Heather has been an investment banker, executive search entrepreneur, Edinburgh Fringe performer, off Broadway actress, PhD holder, chartered accountant and now Provost of Heriot-Watt University Dubai, overseeing 5,500 students and 600 staff. She qualified as a chartered accountant three weeks before her 60th birthday. She borrowed £1.8 million personally to buy a business, then gifted it to her staff. She co-founded the 30% Club when women held just 12% of FTSE board seats. It is now 45%.  This conversation covers all of it. Why she rejects guilt and regret as wasted emotions. What structural barriers actually stop women from getting ahead and how to dismantle them. Why Dubai's greatest advantage is not the skyline but the connectivity and free movement of capital and labour that Europe has quietly forgotten. And what she really thinks about the value of a university degree.  Heather also shares the story behind the Taylor Bennett Foundation, built to help Black and minority ethnic graduates break into professional services, funded from her own dividends, and the moment she knew it was working.    Timestamps:  0:00 Four failed engagements, a baby to feel anchored, and the unvarnished truth about having children  5:30 The queen of reinvention: why preparation meets opportunity and how Heather built her career in layers  7:11 Her one regret: not qualifying as an accountant sooner and why she finally did it at 59  11:19 Dubai versus Singapore versus Hong Kong: what makes this city different from every other global hub  15:46 Living through the missile attacks, what inflation and food security really look like from the inside, and who has barely noticed  21:18 Structural barriers, the 30% Club, and why three women in a room of ten changes everything  27:01 Borrowing £1.8 million, building Taylor Bennett, and then giving it all away  33:49 Mrs. Moneypenny: 16 years, 800 columns, and the barometer story that almost ended her career  39:25 The Taylor Bennett Foundation and why she measures success by impact not money  43:44 Selling out Edinburgh Fringe and performing off Broadway: the chapter nobody expected  52:22 Heriot-Watt Dubai: why they only teach subjects that lead to jobs and what universities are actually for  59:06 Entrepreneurship, incubators and why she finds young people today far more ambitious than her generation  1:01:24 Why she hates the word networking and what building social capital actually means  1:04:09 Quickfire: the best way into investment banking, what every future leader needs, and what Dubai understands that Europe has forgotten    Follow Spencer Lodge on Social Media  https://www.instagram.com/madeindubaipodcast/?hl=en  https://www.facebook.com/profile.php?id=61586194260076  https://www.instagram.com/spencer.lodge/?hl=en  https://www.tiktok.com/@spencer.lodge  https://www.linkedin.com/in/spencerlodge/  https://www.youtube.com/c/SpencerLodgeTV  https://www.facebook.com/spencerlodgeofficial/ 

The Lonely Leader
You're accumulating experience. You're not learning from it

The Lonely Leader

Play Episode Listen Later Jun 15, 2026 19:16


Many leaders have years of experience and very little self-knowledge to show for it because they've never stopped to process their experiences. In this episode, James Rule makes the case for journaling as a serious leadership discipline. The practice that builds self-awareness, sharpens decision-making, and gives leaders the one thing they almost never create, space to think.KEY TAKEAWAYSWhy experience without reflection is just repetitionThe specific loneliness of senior leadership and why honest self-examination becomes harder the higher you goJames's personal story. What collapsing with pneumonia taught him about the cost of not reflectingThree things journaling actually does for leaders at a senior levelMarcus Aurelius, Ray Dalio, and why the most effective leaders in history all did the inner workThree questions, five minutes the entry point that removes every excuseRELATED EPISODES FROM THE ARCHIVEEpisode 15 covers the practical mechanics of journaling, how to start, what formats work, and how to build the habit. This episode is the deeper argument for why it matters at a senior level: self-awareness, decision quality, and managing the weight that comes with leading at the top. The two episodes are complementary. If you haven't heard Episode 15, it's worth going back to it after this one on the link below.Episode 15 - The Power of Utilising a Journal (practical mechanics and habit building)Episode 93 - Inside The Lonely Leader: My story, my philosophy my purpose Episode 110 - My enough is enough moment and how it changed me as a leader ENJOYED THE EPISODE?James works with senior leaders, CEOs, and founders who want to perform at the highest level without losing what matters most in the process. If this conversation has prompted something for you professionally or personally James would genuinely love to hear from you.You can reach him directly via LinkedIn or through the website below. Everything shared is in complete confidence.If this resonated, the single most valuable thing you can do is share it with one person who needs to hear it, a leader you know who is carrying this quietly, a colleague who is building something significant and paying a price at home they haven't fully examined yet.A five-star review on your podcast app also makes an enormous difference in helping this podcast reach the leaders who need it most. It takes thirty seconds and it matters more than you know.ABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. CONNECT & CONTACT www.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramhello@thelonelyleader.co.uk THIS SHOW WAS BROUGHT TO YOU BY LONELY LEADER MEDIA NEWSLETTERSign Up to The Leadership Accelerator Newsletter for advice, inspiration and ideas, you'll also receive James' Top 10 Tips for Combating Your Fear of Public Speaking. Hosted on Acast. See acast.com/privacy for more information.

Investors Chronicle
Investing in photonics, GSK and new opportunities in venture capital: Companies and Markets Show

Investors Chronicle

Play Episode Listen Later Jun 12, 2026 33:03


This week's show dives straight into safety and equipment maker Halma (HLMA), which reported its full-year results on Thursday morning. It may be time to re-evaluate the company's description as one of the FTSE 100's least newsworthy businesses – it has been reaping the rewards of the AI boom. But with increased interest comes heightened expectations, and perhaps this is why its shares tumbled by 15 per cent on the day of the results. Mark Robinson digs into the details on whether this ‘quality stock' is more volatile than it once was.We then turn to big pharma giant GSK (GSK). The drugmaker made its largest deal in over a decade earlier this week with the acquisition of US cancer biotech Nuvalent. Julian Hofmann takes a look at the $11bn deal and what it means for the future of the pharmaceutical company.Finally we discuss venture capital trust Molten Ventures (GROW), whose investments in the likes of fintech Revolut and microsatellite operator ICEYE have helped boost its returns. Mark is back to explore its portfolio and looks at whether the trust is morphing into something different.Timestamps00:00 Introduction01:22 Halma14:47 GSK23:06 Molten Ventures32:25 OutroListen to more podcasts from Investors' Chronicle on Apple, Spotify and YouTubeInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

CruxCasts
East Star Resources (LSE:EST) - Partner-Funded Copper Production and $25M Gold Search in Kazakhstan

CruxCasts

Play Episode Listen Later Jun 11, 2026 42:56


Interview with Alex Walker, Director & CEO of East Star Resources PLCOur previous interview: https://www.cruxinvestor.com/posts/east-star-resources-lseest-endeavour-xinhai-deals-transform-2026-outlook-8740Recording date: 9th June 2026East Star Resources (LSE:EST) is a London-listed mining company with a focused strategy: identify, advance, and partner world-class copper and gold assets in Kazakhstan, one of the world's most mineral-rich but systematically underexplored countries. The company has moved well beyond its origins as a conventional junior explorer. It now holds two major joint ventures — one with Xinhai Mining on its Verkhuba copper deposit, and one with Endeavour Mining across two Kazakh gold belts alongside a portfolio of 100%-owned projects led by the Rulikha copper deposit.The core investment proposition rests on a simple structural advantage: East Star has secured the funding, operational capability, and technical resources of two large, credible mining companies to advance its assets, whilst retaining material economic interests without bearing the associated capital costs. At Verkhuba, Xinhai is funding the project through to production in exchange for 70% of the asset. East Star keeps 30%, free-carried. With a mining licence application targeted for submission this year, construction planned for end-2027, and first cash flow anticipated by end-2028, Verkhuba represents a defined, near-term pathway to copper production cash flow for East Star shareholders without a single further dilutive equity raise required on their part.The Endeavour Mining joint venture operates on a different but equally compelling logic. Endeavour is committing up to $25 million across two exploration programmes in the Stepnogorsk and Karaganda regions, targeting a minimum 2-million-ounce gold discovery. East Star is free-carried at 20% through to prefeasibility. The company's CEO, Alex Walker, has been explicit about the scale of potential value: a 20% interest in a major gold deposit developed by a FTSE 100 operator could be worth, in his assessment, a billion dollars for East Star's share alone. That outcome is speculative and dependent on exploration success but the structure means East Star reaches the point of knowledge without paying for it.Underpinning both JVs is a proprietary competitive advantage that is difficult to replicate. East Star's geological database combined with years of in-country relationship-building with local authorities, communities, and regional officials, gives the company an informational and operational edge in a jurisdiction where most international explorers are only beginning to establish a presence. Walker describes Kazakhstan in terms that evoke Western Australia a generation ago: a province of extraordinary endowment, with the majority of its mineral belts still available for systematic modern exploration.Beyond the JVs, the 100%-owned pipeline including Rulikha at 23 million tonnes and 2.4% copper equivalent, alongside Rulikha North, Telescope, Picket, and Snowy, all provide additional optionality. Each asset carries independent discovery and JV potential, creating multiple pathways to value creation that are not dependent on any single outcome.For investors seeking exposure to copper and gold in a structure that limits dilution risk, provides near-term production catalysts, and offers meaningful upside from major-company-funded exploration, East Star Resources warrants serious consideration.View East Star Resources' company profile: https://www.cruxinvestor.com/companies/east-star-resourcesSign up for Crux Investor: https://cruxinvestor.com

Ransquawk Rundown, Daily Podcast
US Market Open: Global equities mostly firm; NQ +0.8%, USD and crude softer as geopols quieten

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 9, 2026 1:55


US President Trump said they are negotiating with Iran, and a victory will happen very soon, while he stated they will declare total victory in two weeks.US President Trump said Israel and Iran agreed to leave each other alone for another week.US equity futures continue to gain; FTSE 100 underperforms as Pharma giants fall. DXY returns below 100.00 handle, Kiwi outperforms while GBP gains following strong BRC sales. Fixed income benchmarks are tentatively firmer as geopolitical tensions ease.Crude continues to soften amid halted Iran-Israeli strikes; metals supported by softer dollar and positive risk toneLooking ahead, highlights include Mexican Inflation (May), US ADP Weekly Change, Exports/Imports, Atlanta Fed GDP, Existing Home Sales (May), Wholesale Inventories (Apr), Canadian Exports/Imports (Apr), EIA STEO (Jun), Comments from ECB President Lagarde, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Elite Recruiter Podcast
$40M in Fees. Then Cut 50 Recruiters to Save It. Part 1

The Elite Recruiter Podcast

Play Episode Listen Later Jun 9, 2026 45:50


Tom Kelly scaled EVONA from four bootstrapped founders in a tiny Bristol office to eighty recruiters in three years. Then he made the call most agency owners never make. He cut the team back to thirty. And in doing it, per-head revenue doubled.   This is Part 1 of a two-part conversation that pulls apart exactly how that happened.   Brought to you by Atlas. The AI-first recruitment platform that captures every candidate conversation automatically. Atlas customers report 40%+ EBITDA growth and 80%+ increase in monthly billings. Get your exclusive listener offer at recruitwithatlas.com.     Tom came up on the inside track at one of the biggest STEM recruiters on the FTSE. He spotted space as a high-growth vertical before almost anyone, pitched it internally, got shut down, and walked. He linked up with three other recruiters in the same office — Jack, Rich, and Ryan. They sketched the company out on a whiteboard at Tom's place: no KPIs, no fixed working hours, no fixed location, brand-first, give back to STEM. Eight years and over $40 million in fees later, they've stuck to every line of it.   Their first placement was a chef in a Bristol restaurant for £2,000. Hire number two was a head of marketing — a decision every advisor said was crazy. By Tom's read, recruitment and marketing are the same thing. Brand pull beats spam. That bet became the operating philosophy of the entire company.   Then COVID hit and the space industry — recession-proof, Tom argues, because satellites don't get sick — tripled their revenue and headcount. They paid LinkedIn a fortune ahead of a planned scale to three hundred people. They flew the whole company and their partners to Monaco after a million-dollar month. Tom calls that trip the moment the wheels were about to come off.   By 2021 the cracks were showing. Five account managers, thirty fillers, two RPO teams, a full operations and finance bench. Tom describes the peak as a hot mess. So the four founders sat down and made the hardest call of their careers. Contract team first — running $20K a week with no real strategy. Then perm cuts. Then operations. Then the advisors. Tom and the other three didn't pay themselves for six months. He moved his family to the US in the middle of it.   The episode ends on the moment the four founders agreed one of them had to lead, and that person would be Tom. Without ego. The single reason, Tom says, the business is still standing.   Part 2 drops Wednesday — the 25-interview rule that defines elite recruiters at EVONA, and the segmentation that explains why most agency owners are quietly losing 60% of their team.   What You'll Learn:   - Why scaling to 80 recruiters nearly broke the business, and the moment the four founders knew they had to cut to 30 - The pre-COVID hire every advisor told Tom was crazy, and why it became the engine of the company - How EVONA tripled in COVID while most agencies were frozen - The £300,000 company trip Tom now calls a warning sign - What it actually costs to let 50 people go — emotionally, financially, culturally - Why the four founders agreed one person had to take the wheel, and how they made the call without breaking the partnership   Connect with Tom Kelly:   LinkedIn — https://www.linkedin.com/in/evonatom/ EVONA — https://evona.com  

Tid er penger - En podcast med Peter Warren

00:01 1999 igjen: to skrekkfilm-hiter og «this time it's different»00:04 Rekordbelåning og margin debt på all time high00:05 Opsjonsjaget vi ikke har sett siden 198700:08 Short gamma, marketmakere og spiralen som ga «Red Friday»00:14 Ingenting virket: bare lang volatilitet beskyttet00:17 Laveste korrelasjoner på to år og VIX opp 40 prosent00:18 Bank of America: «here be dragons» og ledighet mot inflasjon00:20 Bilen, AI og Jevons-paradokset00:24 SpaceX som datasenterselskap, ikke rakettselskap00:30 Børsnotering denne uka: 1770 milliarder og Musks absolutte makt00:31 S&P-nekten mot FTSE, Russell og MSCI00:32 Lockup-kalenderen og dagen å frykte: seks måneder og fire dager00:35 Grok mot Groq og «race to zero» i modellene00:40 Midtøsten: Trump mot Netanyahu og oljeprisen00:44 Hva folk ikke ser på nå: bear flattening og carry trades som ryker00:47 Dollar over 161 og japansk intervensjon00:49 Hudson River Trading og datasenteret i Norge00:51 Norge har misforstått seg selv: fisk, olje, rå kraft og nå compute00:53 Å raffinere compute: Skygard, spillvarme og 10X på krafta00:58 Compute som multiplikator: fra 10x-ere til 100x-ere01:00 Budsjettforliket, Mímir Kristjánsson og minstepensjonistene01:05 Å prestere når alt er mulig: fokus, nysgjerrighet og flytskjemaer01:11 Telefonen som heroin: reels, 24-timers reset og hjernen tilbake01:19 Trikkedrapet og situational awareness01:24 Varsler i stedet for å glo på skjermen: gull/sølv og momentum01:35 1998: LTCM, doblede posisjoner og banken som tapte 900 millioner01:45 Andrew Left, Citron og short-saken som ble svindel01:50 Oraclum, superforecasters og nordmannen på topp01:56 Drewry-indeksen, VM-frakt og Fifas fredspris til Trump Hosted on Acast. See acast.com/privacy for more information.

Dr. Amen Kaur - Become Narcissist Free
The Neuroscience of Manifestation: You Attract What You're Wired For

Dr. Amen Kaur - Become Narcissist Free

Play Episode Listen Later Jun 3, 2026 20:03


Send us Fan MailThe Neuroscience of Manifestation: Why Manifestation Stops Working (And What To Do Next)You've done the inner work. You've manifested before and it actually worked. But the deeper you've gone into your spiritual practice, the more you've run into a strange wall. The techniques that used to deliver just don't anymore. You feel like you can't move forward the way you used to, even though you're more capable and more aware than you've ever been.If that's where you are, I want you to know you're not failing and you're not broken. You've hit a stage that almost nobody talks about, and there's real science behind it as well as a spiritual side that's been described for thousands of years.The short version is this. You don't attract what you want. You attract what your brain is wired for. The old techniques stopped working because they were built on old conditioning. So the answer isn't to try harder. It's to change what you're actually able to perceive.In this episode I walk through the whole thing:Why manifestation tends to stop working the deeper you go, and why that plateau is usually a sign you're growing rather than a sign something's wrong.The two-kitten experiment, a piece of neuroscience that explains why smart, capable people can stay completely blind to opportunities sitting right in front of them.How your brain builds the reality you experience out of your past conditioning, and what quantum physics adds to that picture.Where the science lines up with spirituality. Maya, the veil, the dark night of the soul, awakening. Not as poetry, but as a fairly literal description of how perception works.And a simple four-part practice you can start now. Regulate, reconnect, decide, and become present, so you can release the old conditioning, shift your state, and start manifesting with ease again.This one's for you if you've built something real, you can feel there's more, and you're ready to stop forcing things and start seeing what's already there.A few questions this episode answers:Why has manifestation stopped working for me?Why do I feel stuck even though I'm capable and self-aware?Is feeling lost a normal part of spiritual growth?What is the dark night of the soul, and what comes after it?How do I move forward when my old tools no longer work?Go deeper with the free masterclassThis episode names the wall. The masterclass takes you through it. If you're a driven person who knows there's more but keeps hitting the edge of your old programming, this is the exact process I use with clients. We calm the nervous system, release the conditioning sitting underneath the plateau, and rewire how you see what's possible, so opportunities start flowing again. You can reserve your spot at the link below.If this resonated, please share it, subscribe, and leave a comment. And send it to someone who feels stuck, who's lost their old world and thinks they're going backwards. Tell them it's a door.Keywords: why manifestation stops working, manifestation not working anymore, spiritual plateau, feeling stuck despite being successful, neuroscience of manifestation, rewire your brain, law of attraction stopped working, dark night of the soul, spiritual awakening stages, high achiever feeling stuck, how to move forward when you feel stuck, two-kitten experiment, nervous system regulation, raise your vibrationFree Masterclass: The Human Intelligence FrameworkA walkthrough of the five stage method Dr Amen Kaur uses with high achieving women who have lost themselves inside a career, role or identity that no longer fits.Watch it free at amenkaur.com/masterclassAbout Dr Amen KaurStarting Over, Being You with Dr. Amen Kaur is the podcast for high-achieving women who have been quietly losing themselves inside the life they built. Dr. Amen Kaur, PhD, is a former scientist and former Partner at a FTSE 250 company with 20+ years of corporate experience. She teaches the Human Intelligence Framework, the Five Intelligences that orbit Your Self, and how to bring the integrator back online when it has stepped away from the seat.Learn more at amenkaur.com/aboutStay CloseInstagram: @dramenkaurTikTok: @dramenkaurYouTube: @dramenkaurDisclaimer: This podcast is for educational and informational purposes only. It is not medical, psychological, or financial advice. Please consult a qualified professional for guidance specific to your situation.

The Future of ERP
Episode 89: Will AI Replace the Auditor?

The Future of ERP

Play Episode Listen Later Jun 3, 2026 19:08


Will AI replace auditors? This episode explores how AI is transforming auditing, why human judgment remains critical, and what the future of ERP and audit looks like in an AI-driven world.=====This episode explores the impact of AI on auditing, from automation of routine tasks to its role in shaping controls and decision-making. It examines trust, regulation, and current adoption challenges, while emphasizing the continued importance of human judgment. The discussion also looks ahead to how AI will influence audit efficiency, workforce evolution, and the future of ERP within an integrated, intelligent ecosystem.⁠⁠⁠⁠⁠⁠⁠Download Episode Transcript⁠⁠⁠⁠⁠⁠⁠Useful Links: ⁠⁠⁠⁠SAP Cloud ERP⁠⁠⁠⁠www.ey.comFollow Us on Social Media!SAP S/4HANA Cloud ERP: ⁠⁠⁠LinkedIn⁠⁠⁠=====Guest: Shaylin Moodley, Ernst & Young LLPShaylin is a SAP security, risk and controls leader who acts as a guardian of audit success for SAP‑heavy organisations. He partners with CFOs, CIOs, CROs and assurance leaders to cut the cost of compliance, assure complex SAP S/4HANA programmes, and design roles, SoD and controls that stand up to regulator and auditor challenge, particularly through audit rotation, heightened scrutiny and early AI adoption. Being an IT External Auditor for a range of the FTSE 250 with one hat, allows him to advise other organisations on what an external auditor marks against when designing controls whilst he wears his second hat. With over 10+ years across all four Big Four firms, he has supported a number of clients in financial services, utilities, energy, manufacturing and consumer, navigating go lives securely, avoiding year‑end surprises and landing “no repeat findings” on critical IT and programme level controls.Host 1: Richard Howells, SAPRichard Howells has been working in the Supply Chain Management and Manufacturing space for over 30 years. He is responsible for driving the thought leadership and awareness of SAP's ERP, Finance, and Supply Chain solutions and is an active writer, podcaster, and thought leader on the topics of supply chain, Industry 4.0, digitization, and sustainability.Follow Richard Howell on ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠Host 2: Oyku Ilgar, SAPOyku Ilgar is a marketer and thought leader specializing in SAP's digital supply chain and ERP solutions since 2017. As a marketer, blogger, and podcaster, she creates engaging content that highlights innovative SAP technologies and explores key topics including business trends, AI, Industry 4.0, and sustainability.Follow Oyku Ilgar on ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ and ⁠⁠⁠⁠SAP Community⁠⁠⁠⁠=====Key Topics: AI in auditing, ERP, external audit, cybersecurity, AI adoption, controls and compliance, audit automation, SAP, digital transformation, enterprise systems, risk management, governance, auditors role, AI governance, business technology, intelligent automation, The Future of ERP, SAP Podcasts

The Lonely Leader
Feedback isn't bullying. Silence is worse

The Lonely Leader

Play Episode Listen Later Jun 1, 2026 14:32


Something has shifted in how organisations handle feedback and it's costing leaders their confidence, and teams their standards. In this short, direct episode, James Rule names what's happening: honest feedback is increasingly being labelled as bullying, leaders are going quiet, and the silence that follows isn't kindness. It's negligence. A rallying call for any leader who has hesitated before a difficult conversation they knew they needed to have.KEY TAKEAWAYSThe clear distinction between genuine bullying and honest, professional feedbackWhat James is seeing in his work with senior leaders and why it concerns himThe real cost of going quiet: how silence erodes culture, standards, and your best peopleWhy the standard you tolerate becomes the standard you setA direct challenge to every leader who has pulled back from a conversation they knew was necessaryHow to deliver feedback that is honest, fair, and unambiguous without apologyRELATED EPISODES FROM THE ARCHIVEEpisode 80 - Feedback Culture: The Secret Weapon of High Performing Teams (Part 1 - Giving Feedback)Episode 81 - Feedback Culture: The Secret Weapon of High Performing Teams (Part 2 - Receiving Feedback)ENJOYED THE EPISODE?James works with senior leaders, CEOs, and founders who want to perform at the highest level without losing what matters most in the process. If this conversation has prompted something for you professionally or personally James would genuinely love to hear from you.You can reach him directly via LinkedIn or through the website below. Everything shared is in complete confidence.If this resonated, the single most valuable thing you can do is share it with one person who needs to hear it. A leader you know who is carrying this quietly. A colleague who is building something significant and paying a price at home they haven't fully examined yet.A five-star review on your podcast app also makes an enormous difference in helping this podcast reach the leaders who need it most. It takes thirty seconds and it matters more than you know.ABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. CONNECT & CONTACT www.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramhello@thelonelyleader.co.uk THIS SHOW WAS BROUGHT TO YOU BY LONELY LEADER MEDIA NEWSLETTERSign Up to The Leadership Accelerator Newsletter for advice, inspiration and ideas, you'll also receive James' Top 10 Tips for Combating Your Fear of Public Speaking. Hosted on Acast. See acast.com/privacy for more information.

Business Pants
BP's bully pulpit, index funds hate your rights, Dell buys a contract, and baby name lies

Business Pants

Play Episode Listen Later May 29, 2026 60:49


Story of the Week (DR):BP ousts chair over ‘serious' governance, oversight concerns MMThe board said the decision was unanimous. In a statement, Amanda Blanc, BP's senior independent director, described the board as having been caught off guard by what it found: "The board has been surprised and disappointed to learn of governance oversight and conduct issues it deems unacceptable and has taken decisive action."The oil giant's board removed Albert Manifold from his roles as chair and director this week, effective immediately. He faced a contingent of investor opposition at BP's recent annual meeting.Internal leaks and a whistleblower report point to a pattern of "aggressive," "verbally abusive," and "bullying" behavior toward multiple colleagues, alongside accusations of withholding info from the board and leaking privileged data.Ousted BP Chair Hits Back at ‘Lies' About His ConductThe boardroom turmoil at BP deepened after its ousted chair, Albert Manifold, claimed allegations about his conduct were “lies”.In a new and lengthy statement, Manifold disputed reports about his conduct, saying: “At no point in my tenure as chairman of BP has anyone raised with me any issue about my conduct or my relationship with my colleagues.”He also described media reports that he wanted to exert control of the FTSE 100 company like an executive chair as “nonsense”. Manifold said he had “many other commitments” and had only spent 13 days in BP's London office so far this year.“What I do not accept is that lies can be told about me, nor that anyone should be allowed to hide behind anonymity when commenting on my time at BP.”Manifold conceded he may have “pushed hard and challenged people directly” amid his “determination to drive change on costs, performance, the balance sheet and shareholder communications”.However, he disputed reports from the company about his behaviour, adding: “There is a considerable distance between driving an organisation with urgency and the characterisation of my conduct that is now being put about.”He said such “accusations” had not been previously made about his behaviour during his 40-year career. He added that he “called out … unnecessary or excessive expenditure” but felt not everyone shared his priorities.Manifold said he turned down many of the benefits traditionally enjoyed by top executives, which he called a “culture of entitlement”, including chauffeur-driven cars, being flown by private jet or taking advantage of corporate hospitality: “I had no interest in having a dedicated chauffeur-driven limousine at my beck and call on the occasions that I was in London. I, like most people, walked, took taxis, trains, etc. I had no interest in taking private aviation nor in availing myself of corporate tickets for sports events. I made my own coffee, bought my lunch in the local cafe. I sat in a small office, eschewing the grand corner-office privilege of previous chairmen.”Ian Tyler has been named interim chair, BP said, with the board set to begin a formal process to identify a permanent successor: "The Board and leadership team have deep conviction in the strategic direction we have laid out, and the company is moving at pace to deliver it."This marks BP's fourth abrupt top-tier departure in three years, following the rapid exits of previous chair Helge Lund and chief executives Bernard Looney and Murray Auchincloss.BoardIan Tyler Interim Chair 2025Meg O'Neill CEO 2026Kate Thomson CFO 2024 (Interim in 2023)Dame Amanda Blanc Senior Independent Director 2022Dave Hager 2025Tushar Morzaria 2020Hina Nagarajan 2023Satish Pai 2023Dr. Johannes Teyssen 2021Manifold took up the chairmanship just last October. At last month's annual general meeting, just 81.8% of shareholders backed his electionAmong the most consequential decisions of Manifold's short tenure: pushing out former CEO Murray Auchincloss and overseeing the selection of Meg O'Neill to succeed him — a hire that marked the first time BP had recruited an external CEO and the first time a woman had led one of the oil industry's largest players.Dell wins a $9.7 billion Pentagon software deal after donating to Trump accountsDell stock skyrockets 32%, heads for best day ever as AI server revenue soarsMichael Dell added $35.8 billion to his personal fortune in a single day.Michael Dell pledged $6.25 billion to Trump AccountsThis greatly helps with $100M Dell ($4M personally for Michael) had to pay in 2010 for its Intel Cookie jar Scandal: Dell was telling investors that its high profits were due to amazing management and great computer sales. In reality, a massive chunk of their profits came from secret exclusivity payments from Intel so that Intel could shut out their competitor AMD.SpaceX's Unconventional Corporate Arrangements Favor Elon MuskDanish pension fund rejects SpaceX IPO over valuation and governance concernsStandard Chartered CEO apologises for ‘lower-value human capital' remarksStandard Chartered CEO Bill Winters triggered a massive PR firestorm by describing the bank's plan to replace back-office staff with automation as replacing "lower-value human capital" with financial investmentStandard Chartered is cutting roughly 7,800 jobs—representing about 15% of its global back-office corporate support roles—over the next four years to make room for AIJPMorgan's Jamie Dimon downplayed the viral backlash against Standard Chartered CEO Bill Winters—calling it an "inartful" slip-of-the-tongue from a friend.Tyson Foods hands CEO role to directorIncoming CEO Jeffrey K. Schomburger is Lead Independent Director (2016-)Goodliest of the Week (MM/DR):DR: Ride-Share Drivers in Massachusetts Formally Unionize MM DRDR: Maine Senate candidate Graham Platner stands by ad accusing Red Sox private equity owners of ruining the teamDR: Supreme Court lets Vermont's Meta lawsuit proceed, opening door to 50-state legal waveThe Supreme Court on Tuesday rejected a push to avoid a lawsuit alleging that Facebook and Instagram harmed young users, a decision that comes as social media companies increasingly face legal scrutiny.Meta had argued that it can't be sued in Vermont court because neither the company nor the app design has specific ties to the state. Vermont countered that the sites' large number of teen users gives its courts jurisdiction.DR: New Hampshire data center developer withdraws plans hours before opponents were to pack town meetingMM: The world's largest data center was supposed to run on 100% natural gas. Utah's Republican governor says ‘never.'Must include solar, geothermalMM: Labor union participation is on the rise even as U.S. companies spend $1.7 billion annually to halt union formation MM DRAssholiest of the Week (MM):Index funds should just quit pretending DRExxon wins shareholder backing for legal move to Texas71.3% supportWe know ~22% of that is BlackRock, Vanguard, and State StreetWe can GUESS that ~13% of that is retailEstimated 40% of shares are retail28% voted prior to retail vote capture plan by ExxonIf we GUESS that maybe only 10% of retail voters adopted vote plan when they sent it out at the end of 2025, and if we GUESS that half of them were non voters, we can figure that maybe 33% of retail voted this go around - giving management ~13% of the vote before the vote startedWhich means individuals with no idea and index funds voted 35% in favor - and the rest of investors voted 36% in favorYOUR INDEX FUNDS HATE YOUR VOTING RIGHTSThrow in that the SHP to add more options to retail voting plan - which included an option to default vote AGAINST management - only got 23.5% support, and we know that BLK/Vanguard/SS voted against it and retail voted with management, the real vote in favor: 36% - EXACTLY THE NUMBER OF REAL INVESTORS THAT VOTED AGAINST REDOMESTICATIONThis is unlikely a coincidence - ACTUAL INVESTORS with ACTUAL KNOWLEDGE like rights, but index funds and uneducated retail could fucking care lessSafe Harbor Financial Expands Board of Directors with Appointment of Tyler Klimas and Sean TonnerTwo dudes added to an all dude board overseeing weed banking at a non dual class company… because women don't do banks or weed I guess? Investors, what say you?Last year, they said “we don't care” - 97% in favorMeanwhile, in the UK…Investors tell BP to fix shareholder rights and governance after chair removalTech bros should quit pretendingMeta commits additional funding to Oversight Board through 2028$13m - Zuck owns a $300m yacht and spent $13m for a bunch of well meaning reporters, academics, and human rights experts to help him decide what to do about horrible human behavior on his platformsWhen they decide, he listens… 42% of the timeHere's one they listen to: from September 2025, decided in April 2026 (inside a year!), and Instagram post listed the reasons dating someone in a wheelchair is great, and a comment said it was also good because they can't run away. Meta left the comment up, but the board found it in the appeals and said it should come down - and Meta took it down under its bullying policyMeanwhile, for AI driven fake content for war and conflict, Meta is considering it… OpenAI Foundation is committing $250 million to help workers navigate AI disruptionOh, thank god, we're savedMarc Andreessen Sputters Incomprehensibly at Question About How AI Will Actually Benefit Humankind"I mean, look, so it, it is, alright — I mean, alright I'm gonna give you the deepest of all pitches, I'm gonna give you the, the — okay."Just stop pretending it's for “humankind” and not for YOU TO MAKE TRILLIONSThe NY Post and “baby naming expert”New York's most popular baby names trend towards 'traditional' as reaction to woke Mayor Mamdani: expertLiterally everything in this headline is incorrect - and so is this quote from “baby naming expert” Taylor A. Humphrey: ““Mayor Mamdani is so divergent from tradition and I do wonder if that played some part in Gen Z parents moving back towards more traditional heritage,” adding that Mamdani was campaigning, and in the spotlight for much of 2025.”The data is very inconvenient for this narrative - 77 of the 100 names are exactly the same from 2023, and here are the different “new traditional” names according to Taylor:Archer, Arthur, August, Beau, Bennett, Brooks, George, Lincoln, Parker, and Rowan replacing names like…Abraham, Austin, Eli, Hunter, Ian, Jonathan, Jordan, Kai, Ryan, and ZacharyAdeline, Clara, Daisy, Delilah, Eden, Georgia, Iris, Kennedy, Margot, Parker, and Sloane replacing names like… Anna, Ariana, Ashley, Autumn, Bella, Hailey, Jade, Rachel, Rose, Sarah, and SavannahAlternate theory using spurious data, because yes, this is what I spend my time doing:I looked at all 2023 NY state names vs. all 2025 NY state names and compared them to the number of corporate board directors with those names at those times - I can show that the name changes are definitely positively for sure related to the rise or fall of that name on corporate boards because parents are increasingly focused on who runs their companies. The biggest growth was in the name Zoe (ZOHRAN! Not made up!) from 2 active directors to 7 in 2025! In the top 10 of names includes… Amir!!! From 18 to 22 names!Second biggest drop - the decidedly unwoke, “traditional” name Oliver, down 22%Headliniest of the WeekDR: New Website Detects Apocalypse If Billionaire Jets Start Fleeing en MasseMM: Kevin O'Leary slams people who want work-life balance: ‘I hope they work for my competitors'Who Won the Week?DR: BP Bully Albert Manifold's now famous coffee maker. Or maybe Michael DellMM: Illinois state house of reps, lead by Daniel Didech, much to the annoyance of state senator Bill Cunningham who introduced SB 3444 to exempt AI companies from liability for mass death, passed one of the strongest laws in the country to force third party audits of AI companies, and it passed 110-0PredictionsDR: Based on the survey which reveals that 99 Percent of CEOs Are Preparing to Lay Off Workers and Replace Them With AI Within Two Years, it is revealed that the 1% of CEOs who are not preparing to lay off workers and replace them with AI understood AI to mean Actual IntelligenceMM: OpenAI's upcoming S-1 filing reveals that, not to be outdone by Musk's SpaceX insecurities, Sam Altman gives himself dual class shares worth 300 votes and 99% voting power, has a classified board, incorporates in Nevada, has mandatory arbitration clauses and a minimum lawsuit threshold of 100% of the stock ownership, and the first board member is Illinois state senator Bill Cunningham

Dr. Amen Kaur - Become Narcissist Free
How to Finally Do the Thing That Matters Most (Starting Today)

Dr. Amen Kaur - Become Narcissist Free

Play Episode Listen Later May 27, 2026 32:12 Transcription Available


Send us Fan MailHow to Finally Do the Thing That Matters Most (Starting Today)Why are you stuck? Why can't you do the thing you know you're meant to do? It's not fear of failure, lack of strategy, or discipline, it's something much quieter, and it lives in your body, not your head.In this episode, Dr. Amen Kaur reveals what neuroscience, psychology, and the oldest spiritual traditions all agree on, from completely different starting points. You'll hear how Neville Goddard's "feeling is the secret," Carl Rogers' work on acceptance and congruence, Paul Gilbert's research on self-compassion, and Stephen Porges' polyvagal theory point to the same mechanism the Bible, Buddha, Rumi, Guru Nanak, and the Quran have been teaching for centuries.In this episode:The real reason high-achieving women stay stuck for yearsWhy your nervous system has to feel safe before your brain can do its best workThe hidden block underneath procrastination, overthinking, and self-sabotage (hint: it's not what you fear, it's what you can't receive)How self-criticism activates the same threat response as an external attackThe one shift you can make this week to come back to yourselfPerfect for you if: you're a capable, driven woman who has done all the inner work, therapy, mindset, manifestation, strategy and still feels stuck, overwhelmed, or like you're performing a life instead of living it.This isn't a 10-step plan. It's a return to yourself.

The Cannabis Accounting Podcast by DOPE CFO
EP 211: Why Cannabis Is Just a Side Project for the World's Biggest Companies

The Cannabis Accounting Podcast by DOPE CFO

Play Episode Listen Later May 25, 2026 38:27


In this episode of the Cannabis Accounting Podcast, host Raymond Guns sits down with Nick Kenny, Founder of KBS Strategic Advisory, to pull back the curtain on how the world's largest, most established companies have been quietly studying — and entering — cannabis for nearly a decade.Nick spent 18 months inside Imperial Brands educating a FTSE-listed boardroom on cannabis before anyone could say the word publicly. That work led to real investments, a career pivot, and eventually to KBS — a consultancy built around one idea: helping highly regulated, mature industries navigate entry into highly regulated, immature ones.Nick opens up about:

Dr. Amen Kaur - Become Narcissist Free
It's not your mind that's stuck. It's your body.

Dr. Amen Kaur - Become Narcissist Free

Play Episode Listen Later May 20, 2026 17:58 Transcription Available


Send us Fan MailYou've done the work. You know it's over. So why can't you let go?If you're capable, accomplished, and still stuck in an old identity, a career, a relationship, a version of you that no longer fits, this episode names the one thing no one talks about.It isn't fear. It isn't lack of clarity. It isn't that you're not ready.It's judgment, and it's held in your body, not your mind.In this episode, Dr. Amen Kaur names why high-achieving women stay glued to the old life even when they know it's hurting them, and why "thinking your way out" doesn't work. Drawing on the neuroscience of Stephen Porges (polyvagal theory and neuroception), Bessel van der Kolk (The Body Keeps the Score), and Kristin Neff's research on self-compassion, she shows why your nervous system runs the old programme until it gets a new experience, and how compassion (not positive thinking) is the actual release.In this episode:Why "I know but I can't move" is a body problem, not a mindset problemThe two layers of judgment keeping you stuck (and which one is louder)Why affirmations don't land when your body is in survivalThe marathon analogy: why your body refuses to start a race it hasn't trained forThe handbrake metaphor: there's nothing wrong with your engineHow self-compassion lowers cortisol and brings the thinking brain back onlineOne question to ask the next time you feel that grip in your bodyFree masterclass: learn how to retrain your body to move forward. Link in the show notes below.If this episode landed, please subscribe, leave a review, and share it with a woman who needs to hear it.Dr. Amen KaurKey quotes"Your mind wants to do it, but your body is stuck. And they run on two completely different systems.""Judgment is the glue to the old identity.""The opposite of judgment is not positive thinking. It's compassion.""You can press the accelerator all you want. If the handbrake's on, you're not going anywhere."Mentioned in this episodeStephen Porges — Polyvagal Theory and neuroceptionBessel van der Kolk — The Body Keeps the ScoreKristin Neff — Self-compassion research (University of Texas)Free Masterclass Retrain your body to move forward, even when your mind has been ready for a long time. amenkaur.com/masterclassConnect with Dr. Amen KaurInstagram: @dramenkaurYoutube: @dramenkaurNew on Substack: https://dramenkaur.substack.com/ If this episode helped you:Subscribe so you don't miss the next oneLeave a review: it helps other women find the showShare this with the friend who's been "doing all the work"Free Masterclass: The Human Intelligence FrameworkA walkthrough of the five stage method Dr Amen Kaur uses with high achieving women who have lost themselves inside a career, role or identity that no longer fits.Watch it free at amenkaur.com/masterclassAbout Dr Amen KaurStarting Over, Being You with Dr. Amen Kaur is the podcast for high-achieving women who have been quietly losing themselves inside the life they built. Dr. Amen Kaur, PhD, is a former scientist and former Partner at a FTSE 250 company with 20+ years of corporate experience. She teaches the Human Intelligence Framework, the Five Intelligences that orbit Your Self, and how to bring the integrator back online when it has stepped away from the seat.Learn more at amenkaur.com/aboutStay CloseInstagram: @dramenkaurTikTok: @dramenkaurYouTube: @dramenkaurDisclaimer: This podcast is for educational and informational purposes only. It is not medical, psychological, or financial advice. Please consult a qualified professional for guidance specific to your situation.

The Art of Feminine Marketing with Julie Foucht
Introduction to AI and Human Flourishing with Tallulah Le Merle

The Art of Feminine Marketing with Julie Foucht

Play Episode Listen Later May 18, 2026 30:37


In today's episode, we're opening the doors to a conversation at the intersection of technology, consciousness, and human thriving. As AI rapidly weaves itself into every part of our lives, many of us are asking the same questions: How will this shape our future? What does it mean for creativity, connection, and wellbeing?    To explore these questions with depth and heart, I'm joined by the brilliant Tallulah Le Merle, whose work lives beautifully between innovation and human potential.    Tallulah Le Merle is a multi-hyphenate leader at the intersection of technology and human flourishing. She leads AI investment strategy for Fifth Era, an asset manager focused on exponential technologies. A former fractional COO and AI advisor, she has also led large-scale transformation programs for FTSE-100 companies.    Together, we explore how AI can become a tool for expansion rather than overwhelm, and what it looks like to engage with this technology in a grounded, intentional, human-centered way. Tallulah brings a refreshing perspective on how we can stay rooted in our values while embracing the possibilities ahead.    So settle in. This conversation is an invitation to reimagine what flourishing can look like in an AI-powered world.    Tallulah and I discuss:     - Why so many people approach AI from fear rather than curiosity    - How apprehension keeps people from engaging with tools that could support their wellbeing, creativity, and purpose    - The belief that AI is misaligned with what they care about - spirituality, human connection, artistry, healing, or conscious business   - The perception that AI is "just another tech thing," meant for coders, engineers, or corporations … not for everyday humans    - What becomes possible for individuals, creators, and communities when they use AI in alignment with their values    Subscribe now so you'll never miss an episode and leave us a review! It really helps us know which content resonates with you the most.    Join our Feminine Business Magic Facebook Group (https://tinyurl.com/ygdkw7ce)  with your host, Julie Foucht. This is a community of women dedicated to connecting, supporting, and celebrating each other in growing businesses that honor their Divine Feminine while filling their bank accounts abundantly.    Resources mentioned:    Take the Witchpreneur Quiz and discover which Feminine Magic is your Key to Financial Success. (https://bit.ly/witchpreneur-quiz)    Purchase Love-Based Feminine Marketing (https://tinyurl.com/ydmzb6qz)                 **Contact Tallulah Le Merle via LinkedIn or https://www.tallulahlemerle.com/**    **Connect with Julie Foucht via Facebook (https://tinyurl.com/yeb82uuj) or email at https://juliefoucht.com/** 

Wings Of...Inspired Business
Hope & Humanity in the AI Age: Entrepreneur and Investor Tallulah Le Merle on Conscious Capital and Aligned AI

Wings Of...Inspired Business

Play Episode Listen Later Apr 28, 2026 46:51


Tallulah Le Merle, a global thought leader in AI, leads AI investment strategy for Fifth Era & Blockchain Coinvestors, the asset management company focused on exponential technologies with a portfolio spanning 1,500+ startups (including 80+ unicorns like Chainalysis, Coinbase, Kraken, Opensea and Tether). On a mission to ensure business leaders drive AI innovation that is deeply human, conscious, and connected, Tallulah "Case for Hope in the Age of AI" keynote in San Francisco and the UK Parliament in London will soon debut as a book. A fractional COO with experience leading large-scale transformation for FTSE-100 firms, she helps companies scale with rigorous strategy and operational expertise to ensure they don't lose sight of culture, integrity and wellbeing.

FT News Briefing
Brussels' plan to ease the energy crisis

FT News Briefing

Play Episode Listen Later Apr 20, 2026 11:46


US President Donald Trump said he's sending senior officials to Pakistan for new negotiations with Iran, the European Commission will encourage remote working and public transport subsidies to cut fossil fuel use, and FTSE 100 companies boosted chief executives' pay by almost a fifth in the past year. Plus, there's a new craze hitting Wall Street: super-charged tax-loss harvesting. Mentioned in this podcast:Donald Trump to send US officials to Pakistan for fresh peace talks with IranBrussels pushes remote working to ease energy crisisFTSE bosses receive 18% pay bump this year in global fight for talentThe tax-focused hedge fund craze taking over Wall StreetNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Sonja Hutson, and produced by Saffeya Ahmed and Victoria Craig. Our show was mixed by Alex Higgins. Additional help from Peter Barber. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.