Podcasts about ftse

Andrew Jones describes himself as a capital allocator first and a property person second. He was buying shares and reading Buffett and Munger as a teenager, long before he'd heard of a chartered surveyor, and he still thinks of a building as a widget - a tool for putting capital somewhere it'll be treated well. He was once asked by the man who developed the Trafford Centre what his ambitions for LondonMetric were. Andrew said he'd like it to be one of the better companies in the sector and a good place to work. The reply was: what about the biggest? Fifteen years on, LondonMetric is a FTSE 100 REIT with a £7.6bn portfolio, and Andrew's view is that size was the outcome of the strategy rather than the strategy itself. The strategy is triple net, and it's deliberately low energy. Buy assets that are mission critical to the occupier, let them on a full repairing and insuring lease, then leave them alone - LondonMetric owns buildings it hasn't spent money on in fifteen years. It runs on 54 people with no HR department, and Andrew has never run an IRR to justify a purchase because anyone can juice the numbers by guessing an exit yield. He's blunt too about the incentives around him: the lawyers, the bankers, the agents and the recruiters all get paid when he's busy, and the rent turns up either way. He talks through the trip to the Berkshire Hathaway AGM in Omaha that pushed him off the British Land board at 41 with three young kids and a mortgage, why the Christmas his wife did all her shopping online sent him into logistics, and why he thinks the listed sector today is really just a five-year swap business. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers. LIKE - SHARE - SUBSCRIBE http://peoplepropertyplace.com/

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:

Quando i dati macro americani rallentano in modo inatteso, i mercati europei lo sentono subito. È quello che è successo oggi, 15 luglio 2026, e se hai ETF azionari o obbligazionari in portafoglio, vale la pena capire perché.I prezzi alla produzione USA di giugno hanno rallentato più del previsto, riducendo le aspettative di nuovi rialzi dei tassi da parte della Federal Reserve. In apertura le borse europee hanno reagito in modo disomogeneo: Parigi ha guadagnato un marginale +0,09%, Londra è rimasta quasi ferma a -0,07%. Ma nel corso della seduta il quadro si è deteriorato.A fine giornata il Ftse Mib ha ceduto lo 0,85% chiudendo a 52.411 punti. Il Dax ha perso lo 0,5%, il Ftse 100 lo 0,15%. Unica eccezione il Cac 40, in lieve progresso dello 0,15%. Sul fronte obbligazionario, lo spread Btp-Bund si è mantenuto poco sotto i 79 punti: un segnale di tensione contenuta per chi detiene debito sovrano italiano.Approfondisci ogni giorno i movimenti che contano davvero per il tuo portafoglio. Segui TraDetector Cafe su Spotify e Apple Podcasts e visita tradetector.com.

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

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!-----------------------------------------

A month into Kevin Warsh's tenure as the closely watched Fed Chair, investors are debating whether this is simply a change of personnel or the start of a new era for US monetary policy. Next, the team turn to AI, after a sharp sell-off in the mega-cap hyperscalers amid growing scrutiny of the sustainability of their spending. Finally, this month's stock spotlight is Amer Sports – a name that might not be familiar, but who owns brands such as Arc'teryx and Salomon that are certainly growing in popularity? This podcast was recorded on 8 July 2026. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsHannah Kennedy, Assistant Portfolio Manager – Multi AssetRahab Paracha, Sustainable Multi-Asset Investment SpecialistEmma Letheren, Multi-Asset Equity Research Analyst About Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.

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!-----------------------------------------

Gli ETF stanno entrando in una nuova guerra dei prezzi?IShares (IE00097WZHZ9) e Xtrackers (IE000L6ZMMC4) hanno deciso di sfidare direttamente il celebre Vanguard FTSE All World ETF (IE00BK5BQT80), uno degli ETF più utilizzati dagli investitori europei con oltre 59 miliardi di euro in gestione.In questo podcast Marco Cini di SoldiExpert SCF analizza le differenze tra i nuovi ETF FTSE All World di Vanguard, IShares e Xtrackers, spiegando cosa cambia davvero per gli investitori tra costi di gestione più bassi, spread, NAV e utilizzo nei PAC in ETF.Parleremo di ETF globali, mercati emergenti, TER, liquidità e della crescente concorrenza tra i grandi emittenti come Vanguard, BlackRock IShares, Xtrackers e Invesco (IE000716YHJ7). Cercheremo inoltre di capire se convenga davvero cambiare ETF solo per risparmiare qualche centesimo di commissioni oppure se sia più importante costruire un portafoglio efficiente e sostenibile nel lungo periodo.Sempre più investitori stanno utilizzando ETF per investire sui mercati finanziari in modo semplice, diversificato e con costi contenuti. Ma il costo più basso non basta: l'aspetto più importante resta avere una strategia coerente con i propri obiettivi e la propria tolleranza al rischio.

Il 9 luglio 2026 i mercati europei chiudono in verde, ma sotto la superficie si muovono forze che ogni investitore retail dovrebbe capire. Non basta guardare il segno più: bisogna sapere perché è arrivato e quanto può durare.Il FTSE MIB chiude a 52.381 punti (+1,1%), trascinato da STM (+3,78%) e Prysmian (+2,7%). La spinta arriva dalla quotazione a New York di SK Hynix, che ha fatto volare i semiconduttori europei. Anche Madrid (+1,55%) e Francoforte (+1%) hanno beneficiato dello stesso effetto. Sul fronte obbligazionario italiano, lo spread BTP-Bund si stabilizza intorno a 75-80 punti base e il rendimento del BTP decennale scende verso 3,84-3,88%.Dall'altra parte dell'Atlantico il quadro è diverso. I verbali della Fed risultano restrittivi: il Treasury USA a 10 anni sale al 4,57%, il trentennale tocca il 5,07%, massimo delle ultime otto settimane. Lo yen crolla, con USD/JPY vicino a 162,6, massimo di 52 settimane. L'indice bancario europeo Stoxx perde quasi il 3%.Segui TraDetector Cafe su Spotify e Apple Podcasts per capire i mercati senza filtri. Approfondimenti e analisi su tradetector.com.

Il primo semestre 2026 è entrato nella storia di Piazza Affari: il FTSE MIB ha chiuso come miglior indice azionario europeo del periodo, superando per la prima volta quota 53.000 punti. Per chi detiene azioni italiane o ETF agganciati all'indice, capire cosa c'è dietro questo movimento non è un esercizio accademico — è gestione consapevole del proprio portafoglio.La capitalizzazione complessiva delle società quotate a Milano ha oltrepassato i 1.000 miliardi di euro, una soglia simbolica ma concreta. Il rialzo è stato guidato da quattro settori precisi: banche, assicurazioni, tecnologia ed energia — gli stessi che compaiono con peso rilevante nei portafogli di molti investitori retail italiani.In questo episodio Gianluca Sidoti analizza i dati del semestre, i settori che hanno trainato il rialzo e i possibili scenari per la seconda metà del 2026, con uno sguardo specifico agli ETF sul FTSE MIB.Segui TraDetector Cafe su Spotify e Apple Podcasts. Approfondimenti e risorse su tradetector.com.

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:

This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on:- Is £65 per MWh high or low? Is there any economic benefit from having a number 10 in the north? 5 year Gilt is 4.33% and today a 2031 linker was 0.933%. Does that suggest bond markets are calculating RPI will run at 3.4% average over the next 5 years? I am concerned about the possibility of FTSE 100 companies such as HSBC seeking a listing away from the FTSE. How might the composition of the FTSE change in terms of industry segment weighting change, if the rumours in the financial press are true? How might this affect the pricing of the FTSE and performance of funds that track FTSE ?

Il primo semestre 2026 si è chiuso con una sorpresa positiva per chi investe in Italia: il Ftse Mib ha guadagnato circa il 15%, risultando il migliore tra i principali listini europei. Un dato concreto che merita analisi, non celebrazioni.Il 1° luglio Piazza Affari ha aperto la seconda metà dell'anno con una seduta di consolidamento, fisiologica dopo mesi di rialzi sostenuti. Il mercato resta sorretto dalle aspettative di ulteriori tagli dei tassi da parte delle banche centrali, un contesto che storicamente favorisce sia le azioni che le obbligazioni e gli ETF azionari.Tra i titoli più seguiti dagli investitori retail spiccano i bancari e gli assicurativi, che hanno beneficiato di tassi ancora relativamente elevati. Per chi investe tramite piani di accumulo su ETF legati al mercato italiano o europeo, questo semestre offre dati utili per valutare il posizionamento del proprio portafoglio.Ascolta TraDetector Cafe per capire i mercati senza filtri. Nuovi episodi ogni settimana su Spotify e Apple Podcasts. Approfondisci su tradetector.com.

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

Chiusura positiva per il FTSE MIB, che guadagna quasi un punto percentuale. Tra i titoli in rialzo spiccano Saipem, BPER Banca e Unipol, mentre Diasorin e Moncler registrano perdite significative. Learn more about your ad choices. Visit megaphone.fm/adchoices

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:

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.

Gary Booysen of Rand Swiss reviews progress in the US-Iran peace settlement and its impact on oil prices, now around $77 a barrel. He also looks at firmer gold prices, positive JSE performance, and mixed global market signals amid US and Asian closures on Friday. He discusses muted FTSE reactions to UK political developments including reports surrounding Prime Minister Keir Starmer's resignation, and the potential for a stronger week ahead for the rand. SAfm Market Update - Podcasts and live stream

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/ 

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.

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.

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

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

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  

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.

Mentioned in this episode:

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.

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

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.

Who gets away with calling a liquid ‘gas'? Find out on this week's PlayingFTSE Show!Both Steves are in the middle of the indices – as usual – this week. But the software rally is finally creating notable returns from one name.Warren Buffett is barely out of the CEO seat and Berkshire Hathaway is buying an airline. Do these people never learn?Steve W's been taking a look. And there's something about this time compared to the pre-pandemic buys that's catching his eye.We don't talk about Costco stock enough on this show. So Steve D's setting out to put that right this week with a look at their earnings.They look solid enough, but the stock market didn't like it. At 48 times earnings, though, can anyone have any complaints if it goes down?BP shares are down this week as the FTSE 100 oil company dispensed with its Chairman. And it all feels a bit Spurs-y – at least, to Steve W.It's not going to affect short-term results and it's probably a positive over the long term. So is this a chance to buy the stock at a discount?Has MongoDB cracked the stock market code? It seems to have worked out what tech investors want to hear.The database company seems nicely-positioned for the rise of AI. And as Steve D points out – people are starting to believe it…Only on this week's PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:

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

This week's show dives straight into Elon Musk's SpaceX as it gears up for the biggest IPO in market history. We consider what newly released financial details reveal about the company, and whether a mooted $1.75tn valuation is a sign of market madness. Alex Hamer has the detailsComing back down to earth, we take a look at Pets at Home. The FTSE 250 retailer has struggled with a mixed outlook and regulatory scrutiny for several years now. But with a former Waitrose boss now in charge, and underlying markets starting to improve, things could be looking up. Valeria Martinez tell us what's going onLastly, with the publication of the UK's 10-year defence spending plan imminent, Michael Fahy examines recent numbers from UK manufacturers Qinetiq and Cohort, and delves into what the future holds for the companies and the wider sector.Read more:SpaceX's blast-off could burn investorsPets at Home profits hit by retail price cutsTimestamps00:00 Intro01:03 SpaceX19:14 Pets at Home28:00 DefenceListen 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.

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.

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:

Who's firing the money printer? Find out on this week's PlayingFTSE Show!It's been an ok week for the Steves in the stock market this week. And some unfamiliar names are starting to show signs of life...The big story this week is SpaceX's upcoming IPO. Steve D's been looking at the S1 and it's fair to say he isn't hugely impressed. It's fair to say that it's hard to make the numbers add up without some very bullish assumptions. But is looking at numbers the right way to think about this one?FTSE 100 growth machine Diploma keeps going from strength to strength. 15% organic growth is up there with anything we've seen.Steve W, however, is a bit wary. It's celarly benefitting from some external tailwinds, but is he being too uncharitable about a great set of results?Nvidia's earnings blew the doors off, but the stock went nowhere. In fact, it went down slightly?Why? Steve W's worried about the firm's credibility, but Steve D thinks it might have to do with a $5.5trn market cap…Only on this week's PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:

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.

Most leaders are exceptionally good at their jobs. They've built careers on performance. They are respected, trusted, and delivering results. However, when asked how are you performing in the most important leadership role you hold? The answer is almost always the same. A pause and then, not as well as I should be.In this episode of The Lonely Leader Podcast, James Rule tackles one of the most underserved conversations in leadership the real, honest cost of senior leadership on family life. An honest examination of the role most leaders are quietly failing at without ever realising it's happening and what the leaders who get it right actually do differently.KEY TAKEAWAYSThe slow erosion: how entirely reasonable decisions compound into a pattern that quietly reshapes your home life.The guilt loop most leaders carry silently and how it compounds the very problem it responds to.Four specific behaviours the leaders who navigate this well actually practice.RELATED EPISODES FROM THE ARCHIVEEpisode 110 - My Enough Is Enough Moment and How It Changed Me as a Leader and a PersonEpisode 106 - When Performance Stops Being Worth It: A Conversation Leaders Rarely Admit They're HavingEpisode 119 - Strip Away the Title. Who's Left?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 preferred platform 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.

Colleen Babcock is Head of Partner Marketing at Rightmove, one of the UK's most trusted and best‑loved brands.In this episode we discuss:Learning that personal development isn't selfishRe-branding and differentiation as the market leaderEvolving Rightmove's income streamsEnsuring people remain central to the brandWhy emotion matters in b2b marketingWhy customer complaints are like a big dogMarketing Lessons from theatreThe importance of ‘Interactive WTFs'Colleen BabcockColleen Babcock leads the B2B marketing teams helping agents and developers grow through smarter, more effective marketing. With over 20 years in the property industry and more than a decade at a FTSE 100 brand, she combines a love of storytelling with a sharp strategic lens and a strong belief that even B2B marketing is always personal.She's known for building high‑performing teams, using data to guide decisions and turning brand strategy into commercial action - without losing the human touch (or her trademark energy). Alongside her leadership role, Colleen is a national media spokesperson on the housing and rental market, regularly appearing on Sky News, LBC and the BBC to make Rightmove's insights clear, useful and never boring..Full show notes, including a transcript, links to everythingdiscussed and contact details can be found on the episode page here: https://eximomarketingstrategy.com/interactive-wtf-with-colleen-babcock-strategy-sessions-podcast/ 

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/** 

This week's show kicks off with a look at FTSE 100 Reit Land Securities, which reported full-year figures. It is still shifting away from offices in favour of shopping centres and residential developments, but with gilt yields spiking again this week, will it remain a victim of circumstances beyond its control? Hugh Moorhead dives into the details. More updates on that hereDiscussion then turns to Vodafone – its annual results were met with a mixed reaction, but its turnaround plan has found favour over the past year and continues at pace. Alex Newman and Dan Jones discuss whether doubling down on the UK and Africa makes sense. More on Vodafone hereTo conclude, we delve into our Big Read , which, in the face of current geopolitical uncertainty, outlines five portfolios for five possible futures. Julian Hofmann explains why investors should consider scenario planning rather than predictions, and outlines what some of these different eventualities will mean for a range of investments.Read more here: Landsec struggles to convince on new strategyVodafone moves forward with greater clarityFive ways to invest during turbulent timesTime stamps00:00 Intro01:08 Land Securities09:41 Vodafone21:29 How to shield your portfolioListen 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.

Send us Fan Mail"I'm the strong one." You've said it about yourself. You're the strong friend everyone leans on. Somewhere along the way, you forgot there was ever anyone underneath.This episode is for the woman who has been praised for her resilience her entire life, and who is starting to suspect that what she's been doing was never resilience at all. It was endurance. Pushing through without processing. Absorbing without recovering. And while she was being admired for it, something inside her went quiet. The world calls this burnout. She calls it disappearing.Dr. Amen Kaur names the difference between resilience and endurance, and explains why high-achieving women are culturally conditioned to confuse the two. You'll hear what the neuroscience says about how chronic endurance reshapes your nervous system over decades. Drawing on research from Porges, Gabor Mate, and the Mount Sinai resilience studies, the episode explains why rest doesn't help and why willpower stopped working. The spark didn't leave. You cut it off. Because the identity of the strong one required you to.What's the difference between resilience and endurance? One restores your nervous system. The other quietly costs you it.If you've been called resilient your whole life and you're now exhausted in a way rest doesn't touch, this one is for you.Free masterclass: amenkaur.com/masterclassStarting Over, Being You with Dr. Amen Kaur, PhD. A research-grounded podcast for high-achieving women who have done the work and are still stuck. Built on the Human Intelligence Framework and the Five Intelligences. Return, not reinvention. New episode every Wednesday.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.

Send us Fan MailYou've been trying to move forward. Applying, planning, building, showing up. And still something feels like it's dragging. One foot in the new world, one foot in the old. Your mind wants to go, but your body won't follow.This episode names what that heaviness actually is. It is not stuckness. It is grief. For a version of yourself you invested everything into, a version the world never gave you permission to mourn.Dr. Amen Kaur explains why we carry unprocessed experiences like suitcases full of apples we never learned to eat, why the costume you put on as a child to earn love became so convincing that even you forgot it was a costume, and why your nervous system is still running an alarm that was installed when you were seven in a house you no longer live in.Drawing on William Worden's four tasks of mourning, Carl Rogers' theory of incongruence, Dr. Nadine Burke Harris's research on adverse childhood experiences and toxic stress, and Albert Bandura's self-efficacy research, this episode shows why grief and forward movement are not opposites, why judgment is the lock that closes the doors to your real self, and why love, compassion, and understanding are the key that opens them again.Includes a client story of a woman who stopped performing, reconnected to what she actually loved, and landed a six-figure role doing it.Free masterclass: amenkaur.com/masterclassIn this episode:Why moving forward feels so heavy when you haven't grieved the old identityThe apple metaphor: how unprocessed experiences become suitcases we carry for yearsWilliam Worden's four tasks of mourning and why grief is an active process, not a passive oneCarl Rogers and incongruence: the gap between who you truly are and who you learned to beDr. Nadine Burke Harris: how childhood stress physically changes the brain and nervous systemThe alarm system metaphor: why your body keeps reacting to a house you no longer live inWhy judgment closes doors and love opens themAlbert Bandura's self-efficacy research: why self-trust is trained, not innateDr. Amen Kaur's own story of grieving the pivot from her previous podcastA client story: from work she didn't love to a six-figure role in what she didOne practice for this week: when the heaviness arrives, ask what you need to grieveReferFree 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.

Every leader is talking about AI but very few are talking about what it's actually doing to them. Not the tools, strategy, or efficiency gains, but the quiet, personal unease that sits underneath all of it. The question that some of the most experienced, most senior leaders are privately asking but rarely saying out loud is am I still relevant?In this episode, James Rule reframes the AI conversation. AI is not just a technology shift, it is a stress test. Like all stress tests, what it's really doing is highlighting the gaps in judgment, role clarity, and emotional courage that the pace of normal leadership life was masking.KEY TAKEAWAYSWhy the real AI conversation leaders are having is not about tools it's about relevance and identityHow AI is acting as a stress test for leadership capability and what it's exposingThe shift from knowledge work to wisdom work and what that means for your role right nowThe three leadership gaps AI is surfacing in senior leaders: clarity of judgment, role clarity, and emotional courageFour honest reflection questions to help you understand where you standRELATED EPISODES FROM THE ARCHIVEEpisode 94 - Leadership Essentials: Adaptability Episode 84 - Leadership Essentials: Clarity Episode 119 - Strip away the title. Who's left? 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.

Conditions in Europe thin amid Labour Day, FTSE 100 dragged by NatWest and AstraZeneca.US equity futures are modestly mixed. Apple (+2.8%) gains after strong results, driven by iPhone sales; SanDisk (-6.1%) dips despite a strong Q3 report.DXY is a touch lower; USD/JPY sank to a 155 handle, potentially on intervention.Fixed income futures are contained in limited conditions, with US data ahead.Crude futures remain elevated heading into another weekend of geopolitical risk.Looking ahead, highlights include US ISM Manufacturing (Apr), Speakers include BoE's Pill, Earnings from Chevron, Colgate, Exxon, Moderna, Estee Lauder.Holiday: Labour Day (Eurozone cash and derivatives closed).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Brent crude oil hits a war-time record of more than $123 per barrel after Axios reports U.S. President Trump is to be briefed on potential further strikes on Iran after rejecting Tehran's offer to re-open the Strait of Hormuz. The ECB and BoE are both expected to hold rates steady later today, following on from the Federal Reserve's decision to keep rates steady. Chairman Jerome Powell is likely to have held his final FOMC meeting which saw the highest level of dissent since 1992. U.S. futures are in the red but eh Nasdaq celebrates Big Tech earnings. Meta, however, hikes its capex guidance once more, planning an A.I. spending spree and reports its first-ever quarterly fall in active users. European equities will also start the day on the back foot with the FTSE spared the worst of the sell-off due to the rise in oil prices.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us Fan Mail"I know all my patterns. Why can't I change them?" Maybe you've asked this in the bath, on a long walk, or sitting across from yet another therapist. This episode is for the woman who has reached the honest edge of insight.You can read other people in three sentences. You can give your friend the advice that finally lands. You know your own patterns better than anyone you've paid to help you. And you still cannot apply a single thing you know to your own life.You're probably wondering what is wrong with you. But that's the wrong question.In this episode, Dr. Amen Kaur names what almost no one is saying clearly. There is a name for what is happening to you. It is called cognitive bypass. The high-functioning woman's spiritual bypass.Drawing on Antonio Damasio's research on somatic markers, Stephen Porges' polyvagal theory, and Steven Hayes' work on cognitive defusion, this episode explores why insight has stopped translating into change, why the work you have been doing has reached its edge, and what the missing mechanism actually is.THIS EPISODE COVERS:The helper paradox: why you can give what you cannot receiveThe relief of recognition, and why it has been mistaken for changeThe wounds-as-currency layer almost no one talks aboutThe fixer identity and the cost of leaving itWhat the science actually shows about insight without nervous system regulationThe choice you are quietly facing right nowFor the woman who has done all the work and reached its honest edge. What we do here is return, not reinvention.The free masterclass at amenkaur.com/masterclass goes deeper. It is where starting over actually starts.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.

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.

Send us Fan Mail"I've lost myself." Maybe you've thought it in the supermarket, the car park, or your own kitchen. This episode is the question nobody has asked you."I've lost myself." Maybe you've thought it in your own kitchen at 9.47 on a Wednesday morning, holding a cup of tea you don't remember making. You walk upstairs to find something and forget what you came for. Something in you has been quietly slipping for a while.You're intelligent. You're capable. You've read the books. You've done the therapy. Maybe the coaching. Maybe the courses, the retreats, the breath work, the parts work. You know your patterns. And you still cannot make yourself move forward the way you used to.You're probably wondering what is wrong with you. But that's the wrong question.In this first episode of the show's new era, Dr. Amen Kaur introduces the question that actually matters. Not "what is wrong with me" but "who is in charge of my life right now?" Because the Self at the centre of your intelligence system has stepped back from the seat, and your thinking mind has stepped in to cover. It cannot. Not because you are not clever enough. Because thinking was never designed to run the whole system.Drawing on the work of Manos Tsakiris at Royal Holloway, Antonio Damasio's research on the Self as an integrator, Sarah Garfinkel and Hugo Critchley on interoception, Eckhart Tolle, and Bessel van der Kolk's neuroimaging findings on trauma and the brain, this episode names what has been happening under the surface and offers one small practice you can carry for the week.THIS EPISODE COVERS:Why the woman you used to be feels out of reach, and what is actually happening underneathThe Self as an integrator, not a place in the brain (Tsakiris, Damasio)The sun and the rays: a new way to understand your intelligence systemThe Einstein principle applied to your overthinkingThe part of you currently in charge is not your enemy. It is scared.One question to carry with you every day for the next seven daysThis is the first episode of the show's new era. If you have been listening for a while, welcome back. If you are new, welcome. What we do here is return, not reinvention.The full Human Intelligence Framework lives inside the free masterclass at amenkaur.com/masterclass. It is where starting over actually startsFree 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.

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.