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"Frank and Dee are furious at being left out of Barbara's will. Dennis realizes that he, Mac, and Charlie are friendless and destined to die lonely and forgotten." -Original Air Date: 9/20/2007- This week we're talking about Dennis and Dee's Mom is Dead, trying to make friends as an adult, Raising Cane's and the unfortunate irony of Bruce thinking everyone else is sick . This is No Hugging, No Learning, the show about one thing...watching It's Always Sunny in Philadelphia for the first time. Want more NHNL? Next week's episode drops early on Patreon! Here's a special treat for anyone that actually reads this get your first MONTH FOR FREE* with promo code "HUG", and then just $5/month after that. You'll get every episode one week early with all of the extra content that we usually clip out of each release and movie reviews from the Seinfeld Extended Universe. *It's a 90% discount. Patreon makes us charge something. Join Us at patreon.com/nohugging Wanna start your own podcast? Do it with Libsyn and get up to 2 months free podcasting service with our Libsyn code HUGGING. Get a FREE No Hugging, No Learning sticker by giving us a 5 star rating and a written review wherever you listen to this! Just be sure to send us your address! Email us: nohuggingnolearningshow@gmail.com Follow us! @nohugging on X @nohugging_nolearning on Instagram @nohugging.bsky.social on Bluesky Music: "The Gang Gets Trapped" by Reed Streets
Global stock markets experienced a positive day yesterday, bolstered by impressive earnings reports – including those from ABB – and favourable macroeconomic data from the US. The latter indicated a resilient retail sector, underpinned by a strong US consumer. As a result, the S&P 500 and the Nasdaq Composite both closed at record highs. In Asia, however, the outlook is more mixed, with attention centred on Japan ahead of its upper house elections this weekend. On the commodities front, oil prices remain steady, whereas gold has edged down slightly this morning. Meanwhile, Bitcoin and the US dollar have both appreciated. We are joined today by Bence Boldvai from FX/PM Solutions, who discusses the latest developments in currencies and metals.(00:00) - Introduction: Helen Freer, Investment Writing (00:25) - Markets wrap-up: Lucija Caculovic, Investment Writing (07:26) - FX and metals: Bence Boldvai, FX/PM Solutions (11:07) - Closing remarks: Helen Freer, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
The opinions expressed on FX in Focus are those of the speakers only, and do not necessarily reflect the views of Corpay, Inc. All financial figures are accurate as of July 10, 2025, at the time of recording. It's important to remember that FX hedging products are sophisticated and complex, and have pros and cons; they may be suitable if your business can withstand the various risks and potential downsides associated with transacting in FX hedging products.
When we meet Rob Delaney's character, “Neighbor Guy,” in FX's limited series “Dying for Sex,” he's scarfing down a burrito in an elevator, dripping food on his face and the floor. But Delaney's performance reveals that under Neighbor Guy's messy exterior is a man capable of deep vulnerability and empathy.“Dying for Sex” follows a woman named Molly, played by Michelle Williams, who is dying of cancer and desperate to experience sexual pleasure before it's too late. At first, Molly thinks Neighbor Guy is disgusting, but the two soon discover they make sense together, sexually and emotionally. Williams and Delaney received Emmy nominations for their roles.Today, Delaney tells host Anna Martin why exposing the messy and painful parts of ourselves to other people can be rewarding and hilarious. He talks about tending his own relationship and reads a Modern Love essay about a couple who decides to try some role play to avoid getting too comfortable with each other.Here's how to submit a Modern Love essay to The New York Times.Here's how to submit a Tiny Love Story. Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.
Evgeny Gaevoy is the Founder and CEO at Wintermute, and he is on the quest to be become the richest man in the world. In this conversation we discuss who is buying bitcoin right now, data behind retail and institutions, why ethereum is so popular right now, derivative products, regulation, stablecoins, how Wintermute was started, and future plans for Evgeny. ========================This episode is brought to you by Figure, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 3-month terms and no prepayment penalties. They have the lowest interest rates in the industry at 9.9%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today. Visit https://www.figure.com/pomp to apply for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information.========================Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you're an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit www.bitwiseinvestments.com to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit www.bitwiseinvestments.com/disclosures/ to learn more.========================Xapo Bank, the world's first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.=======================Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/=======================View 10k+ open startup jobs:https://dreamstartupjob.com/Enroll in my Crypto Academy: https://www.thecryptoacademy.io/
Our analysts Paul Walsh, James Lord and Marina Zavolock discuss the dollar's decline, the strength of the euro, and the mixed impact on European equities.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Markets. I'm Paul Walsh, Morgan Stanley's Head of European Product. And today we're discussing the weakness we've seen year-to-date in the U.S. dollar and what this means for the European stock market.It's Tuesday, July the 15th at 3:00 PM in London.I'm delighted to be joined by my colleagues, Marina Zavolock, Morgan Stanley's Chief European Equity Strategist, and James Lord, Morgan Stanley's Chief Global FX Strategist.James, I'm going to start with you because I think we've got a really differentiated view here on the U.S. dollar. And I think when we started the year, the bearish view that we had as a house on the U.S. dollar, I don't think many would've agreed with, frankly. And yet here we are today, and we've seen the U.S. dollar weakness proliferating so far this year – but actually it's more than that.When I listen to your view and the team's view, it sounds like we've got a much more structurally bearish outlook on the U.S. dollar from here, which has got some tenure. So, I don't want to steal your thunder, but why don't you tell us, kind of frame the debate, for us around the U.S. dollar and what you're thinking.James Lord: So, at the beginning of the year, you're right. The consensus was that, you know, the election of Donald Trump was going to deliver another period of what people have called U.S. exceptionalism.Paul Walsh: Yeah.James Lord: And with that it would've been outperformance of U.S. equities, outperformance of U.S. growth, continued capital inflows into the United States and outperformance of the U.S. dollar.At the time we had a slightly different view. I mean, with the help of the economics team, we took the other side of that debate largely on the assumption that actually U.S. growth was quite likely to slow through 2025, and probably into 2026 as well – on the back of restrictions on immigration, lack of fiscal stimulus. And, increasingly as trade tariffs were going to be implemented…Paul Walsh: Yeah. Tariffs, of course…James Lord: That was going to be something that weighed on growth.So that was how we set out the beginning of the year. And as the year has progressed, the story has evolved. Like some of the other things that have happened, around just the extent to which tariff uncertainty has escalated. The section 899 debate.Paul Walsh: Yeah.James Lord: Some of the softness in the data and just the huge amounts of uncertainty that surrounds U.S. policymaking in general has accelerated the decline in the U.S. dollar. So, we do think that this has got further to go. I mean, the targets that we set at the beginning of the year, we kind of already met them. But when we published our midyear outlook, we extended the target.So, we may even have to go towards the bull case target of euro-dollar of 130.Paul Walsh: Mm-hmm.James Lord: But as the U.S. data slows and the Fed debate really kicks off where at Morgan Stanley U.S. Economics research is expecting the Fed to ultimately cut to 2.5 percent...Paul Walsh: Yeah.Lord: That's really going to really weigh on the dollar as well. And this comes on the back of a 15-year bull market for the dollar.Paul Walsh: That's right.James Lord: From 2010 all the way through to the end of last year, the dollar has been on a tear.Paul Walsh: On a structural bull run.James Lord: Absolutely. And was at the upper end of that long-term historical range. And the U.S. has got 4 percent GDP current account deficit in a slowing growth environment. It's going to be tough for the dollar to keep going up. And so, we think we're sort of not in the early stages, maybe sort of halfway through this dollar decline. But it's a huge change compared to what we've been used to. So, it's going to have big implications for macro, for companies, for all sorts of people.Paul Walsh: Yeah. And I think that last point you make is absolutely critical in terms of the implications for corporates in particular, Marina, because that's what we spend every hour of every working day thinking about. And yes, currency's been on the radar, I get that. But I think this structural dynamic that James alludes to perhaps is not really conventional wisdom still, when I think about the sector analysts and how clients are thinking about the outlook for the U.S. dollar.But the good news is that you've obviously done detailed work in collaboration with the floor to understand the complexities of how this bearish dollar view is percolating across the different stocks and sectors. So, I wondered if you could walk us through what your observations are and what your conclusions are having done the work.Marina Zavolock: First of all, I just want to acknowledge that what you just said there. My background is emerging markets and coming into covering Europe about a year and a half ago, I've been surprised, especially amid the really big, you know, shift that we're seeing that James was highlighting – how FX has been kind of this secondary consideration. In the process of doing this work, I realized that analysts all look at FX in different way. Investors all look at FX in different way. And in …Paul Walsh: So do corporates.Marina Zavolock: Yeah, corporates all look at FX in different way. We've looked a lot at that. Having that EM background where we used to think about FX as much as we thought about equities, it was as fundamental to the story...Paul Walsh: And to be clear, that's because of the volatility…Marina Zavolock: Exactly, which we're now seeing now coming into, you know, global markets effectively with the dollar moves that we've had. What we've done is created or attempted to create a framework for assessing FX exposure by stock, the level of FX mismatches, the types of FX mismatches and the various types of hedging policies that you have for those – particularly you have hedging for transactional FX mismatches.Paul Walsh: Mm-hmm.Marina Zavolock: And we've looked at this from stock level, sector level, aggregating the stock level data and country level. And basically, overall, some of the key conclusions are that the list of stocks that benefit from Euro strength that we've identified, which is actually a small pocket of the European index. That group of stocks that actually benefits from euro strength has been strongly outperforming the European index, especially year-to-date.Paul Walsh: Mm-hmm.Marina Zavolock: And just every day it's kind of keeps breaking on a relative basis to new highs. Given the backdrop of James' view there, we expect that to continue. On the other hand, you have even more exposure within the European index of companies that are being hit basically with earnings, downgrades in local currency terms. That into this earning season in particular, we expect that to continue to be a risk for local currency earnings.Paul Walsh: Mm-hmm.Marina Zavolock: The stocks that are most negatively impacted, they tend to have a lot of dollar exposure or EM exposure where you have pockets of currency weakness as well. So overall what we found through our analysis is that more than half of the European index is negatively exposed to this euro and other local currency strength. The sectors that are positively exposed is a minority of the index. So about 30 percent is either materially or positively exposed to the euro and other local currency strength. And sectors within that in particular that stand out positively exposed utilities, real estate banks. And the companies in this bucket, which we spend a lot of time identifying, they are strongly outperforming the index.They're breaking to new highs almost on a daily basis relative to the index. And I think that's going to continue into earning season because that's going to be one of the standouts positively, amid probably a lot of downgrades for companies who have translational exposure to the U.S. or EM.Paul Walsh: And so, let's take that one step further, Marina, because obviously hedging is an important part of the process for companies. And as we've heard from James, of a 15-year bull run for dollar strength. And so most companies would've been hedging, you know, dollar strength to be fair where they've got mismatches. But what are your observations having looked at the hedging side of the equation?Marina Zavolock: Yeah, so let me start with FX mismatches. So, we find that about half of the European index is exposed to some level of FX mismatches.Paul Walsh: Mm-hmm.Marina Zavolock: So, you have intra-European currency mismatches. You have companies sourcing goods in Asia or China and shipping them to Europe. So, it's actually a favorable FX mismatch. And then as far as hedging, the type of hedging that tends to happen for companies is related to transactional mismatches. So, these are cost revenue, balance sheet mismatches; cashflow distribution type mismatches. So, they're more the types of mismatches that could create risk rather than translational mismatches, which are – they're just going to happen.Paul Walsh: Yeah.Marina Zavolock: And one of the most interesting aspects of our report is that we found that companies that have advanced hedging, FX hedging programs, they first of all, they tend to outperform, when you compare them to companies with limited or no hedging, despite having transactional mismatches. And secondly, they tend to have lower share price volatility as well, particularly versus the companies with no hedging, which have the most share price volatility.So, the analysis, generally, in Europe of this most, the most probably diversified region globally, is that FX hedging actually does generate alpha and contributes to relative performance.Paul Walsh: Let's connect the two a little bit here now, James, because obviously as companies start to recalibrate for a world where dollar weakness might proliferate for longer, those hedging strategies are going to have to change.So just any kind of insights you can give us from that perspective. And maybe implications across currency markets as a result of how those behavioral changes might play out, I think would be very interesting for our listeners.James Lord: Yeah, I think one thing that companies can do is change some of the tactics around how they implement the hedges. So, this can revolve around both the timing and also the full extent of the hedge ratios that they have. I mean, some companies who are – in our conversations with them when they're talking about their hedging policy, they may have a range. Maybe they don't hedge a 100 percent of the risk that they're trying to hedge. They might have to do something between 80 and a hundred percent. So, you can, you can adjust your hedge ratios…Paul Walsh: Adjust the balances a bit.James Lord: Yeah. And you can delay the timing of them as well.The other side of it is just deciding like exactly what kind of instrument to use to hedge as well. I mean, you can hedge just using pure spot markets. You can use forward markets and currencies. You can implement different types of options, strategies.And I think this was some of the information that we were trying to glean from the survey was this question that Marina was asking about. Do you have a limited or advanced hedging program? Typically, we would find that corporates that have advanced programs might be using more options-based strategies, for example. And you know, one of the pieces of analysis in the report that my colleague Dave Adams did was really looking at the effectiveness of different strategies depending on the market environment that we're in.So, are we in a sort of risk-averse market environment, high vol environment? Different types of strategies work for different types of market environments. So, I would encourage all corporates that are thinking about implementing some kind of hedging strategy to have a look at that document because it provides a lot of information about the different ways you can implement your hedges. And some are much more cost effective than others.Paul Walsh: Marina, last thought from you?Marina Zavolock: I just want to say overall for Europe there is this kind of story about Europe has no growth, which we've heard for many years, and it's sort of true. It is true in local currency terms. So European earnings growth now on consensus estimates for this year is approaching one percent; it's close to 1 percent. On the back of the moves we've already seen in FX, we're probably going to go negative by the time this earning season is over in local currency terms. But based on our analysis, that is primarily impacted by translation.So, it is just because Europe has a lot of exposure to the U.S., it has some EM exposure. So, I would just really emphasize here that for investors; so, investors, many of which don't hedge FX, when you're comparing Europe growth to the U.S., it's probably better to look in dollar terms or at least in constant currency terms. And in dollar terms, European earnings growth at this point are 7.6 percent in dollar terms. That's giving Europe the benefit for the euro exposure that it has in other local currencies.So, I think these things, as FX starts to be front of mind for investors more and more, these things will become more common focus points. But right now, a lot of investors just compare local currency earnings growth.Paul Walsh: So, this is not a straightforward topic, and we obviously think this is a very important theme moving through the balance of this year. But clearly, you're going to see some immediate impact moving through the next quarter of earnings.Marina and James, thanks as always for helping us make some sense of it all.James Lord: Thanks, Paul.Marina Zavolock: Thank you.Paul Walsh: And to our listeners out there, thank you as always for tuning in.If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.
Welcome to Wrexham Wednesdays — a weekly rewatch podcast dedicated to FX's hit series Welcome to Wrexham, which follows the incredible journey of Wrexham AFC under the ownership of Ryan Reynolds and Rob McElhenney.In this kickoff episode, host Mike Agostinho (aka The Mister, @mikeagostinho) shares why this show matters, how it connects football and storytelling, and what you can expect each Wednesday — from episode recaps and fan reactions to behind-the-scenes insight and real-world Wrexham updates.Whether you're discovering Wrexham for the first time or you've been cheering since the National League days, this is your place to relive the journey — one episode at a time.⚽ Subscribe now so you don't miss our deep dive into Season 1, Episode 1 next week!Follow the Channel on YouTubeFollow on InstagramFollow on Facebook#WelcomeToWrexham #WrexhamAFC#Wrexham #WrexhamWednesdays#Docuseries
Mick Fennell, Business Line Director, Payments, Temenos Payments by volume have soared, both in domestic markets and cross-border markets but, at the same time, banks margins have come under increasing pressure. Banks simply aren't making the money out of the payments business that they used to make out of it. How do we create a system of payments that is fair, equitable, secure, and that makes sense for banks as well as their customers? Robin Amlôt of IBS Intelligence caught up with Mick Fennell, Business Line Director, Payments at Temenos, at the company's Temenos Community Forum in Madrid.
Our analysts Paul Walsh, James Lord and Marina Zavolock discuss the dollar's decline, the strength of the euro, and the mixed impact on European equities.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Markets. I'm Paul Walsh, Morgan Stanley's Head of European Product. And today we're discussing the weakness we've seen year-to-date in the U.S. dollar and what this means for the European stock market. It's Tuesday, July the 15th at 3:00 PM in London.I'm delighted to be joined by my colleagues, Marina Zavolock, Morgan Stanley's Chief European Equity Strategist, and James Lord, Morgan Stanley's Chief Global FX Strategist. James, I'm going to start with you because I think we've got a really differentiated view here on the U.S. dollar. And I think when we started the year, the bearish view that we had as a house on the U.S. dollar, I don't think many would've agreed with, frankly. And yet here we are today, and we've seen the U.S. dollar weakness proliferating so far this year – but actually it's more than that.When I listen to your view and the team's view, it sounds like we've got a much more structurally bearish outlook on the U.S. dollar from here, which has got some tenure. So, I don't want to steal your thunder, but why don't you tell us, kind of frame the debate, for us around the U.S. dollar and what you're thinking.James Lord: So, at the beginning of the year, you're right. The consensus was that, you know, the election of Donald Trump was going to deliver another period of what people have called U.S. exceptionalism. Paul Walsh: Yeah.James Lord: And with that it would've been outperformance of U.S. equities, outperformance of U.S. growth, continued capital inflows into the United States and outperformance of the U.S. dollar. At the time we had a slightly different view. I mean, with the help of the economics team, we took the other side of that debate largely on the assumption that actually U.S. growth was quite likely to slow through 2025, and probably into 2026 as well – on the back of restrictions on immigration, lack of fiscal stimulus. And, increasingly as trade tariffs were going to be implemented…Paul Walsh: Yeah. Tariffs, of course…James Lord: That was going to be something that weighed on growth.So that was how we set out the beginning of the year. And as the year has progressed, the story has evolved. Like some of the other things that have happened, around just the extent to which tariff uncertainty has escalated. The section 899 debate. Paul Walsh: Yeah. James Lord: Some of the softness in the data and just the huge amounts of uncertainty that surrounds U.S. policymaking in general has accelerated the decline in the U.S. dollar. So, we do think that this has got further to go. I mean, the targets that we set at the beginning of the year, we kind of already met them. But when we published our midyear outlook, we extended the target.So, we may even have to go towards the bull case target of euro-dollar of 130.Paul Walsh: Mm-hmm. James Lord: But as the U.S. data slows and the Fed debate really kicks off where at Morgan Stanley U.S. Economics research is expecting the Fed to ultimately cut to 2.5 percent... Paul Walsh: Yeah. Lord: That's really going to really weigh on the dollar as well. And this comes on the back of a 15-year bull market for the dollar. Paul Walsh: That's right. James Lord: From 2010 all the way through to the end of last year, the dollar has been on a tear. Paul Walsh: On a structural bull run.James Lord: Absolutely. And was at the upper end of that long-term historical range. And the U.S. has got 4 percent GDP current account deficit in a slowing growth environment. It's going to be tough for the dollar to keep going up. And so, we think we're sort of not in the early stages, maybe sort of halfway through this dollar decline. But it's a huge change compared to what we've been used to. So, it's going to have big implications for macro, for companies, for all sorts of people.Paul Walsh: Yeah. And I think that last point you make is absolutely critical in terms of the implications for corporates in particular, Marina, because that's what we spend every hour of every working day thinking about. And yes, currency's been on the radar, I get that. But I think this structural dynamic that James alludes to perhaps is not really conventional wisdom still, when I think about the sector analysts and how clients are thinking about the outlook for the U.S. dollar. But the good news is that you've obviously done detailed work in collaboration with the floor to understand the complexities of how this bearish dollar view is percolating across the different stocks and sectors. So, I wondered if you could walk us through what your observations are and what your conclusions are having done the work.Marina Zavolock: First of all, I just want to acknowledge that what you just said there. My background is emerging markets and coming into covering Europe about a year and a half ago, I've been surprised, especially amid the really big, you know, shift that we're seeing that James was highlighting – how FX has been kind of this secondary consideration. In the process of doing this work, I realized that analysts all look at FX in different way. Investors all look at FX in different way. And in …Paul Walsh: So do corporates.Marina Zavolock: Yeah, corporates all look at FX in different way. We've looked a lot at that. Having that EM background where we used to think about FX as much as we thought about equities, it was as fundamental to the story...Paul Walsh: And to be clear, that's because of the volatility…Marina Zavolock: Exactly, which we're now seeing now coming into, you know, global markets effectively with the dollar moves that we've had. What we've done is created or attempted to create a framework for assessing FX exposure by stock, the level of FX mismatches, the types of FX mismatches and the various types of hedging policies that you have for those – particularly you have hedging for transactional FX mismatches. Paul Walsh: Mm-hmm. Marina Zavolock: And we've looked at this from stock level, sector level, aggregating the stock level data and country level. And basically, overall, some of the key conclusions are that the list of stocks that benefit from Euro strength that we've identified, which is actually a small pocket of the European index. That group of stocks that actually benefits from euro strength has been strongly outperforming the European index, especially year-to-date.Paul Walsh: Mm-hmm.Marina Zavolock: And just every day it's kind of keeps breaking on a relative basis to new highs. Given the backdrop of James' view there, we expect that to continue. On the other hand, you have even more exposure within the European index of companies that are being hit basically with earnings, downgrades in local currency terms. That into this earning season in particular, we expect that to continue to be a risk for local currency earnings. Paul Walsh: Mm-hmm.Marina Zavolock: The stocks that are most negatively impacted, they tend to have a lot of dollar exposure or EM exposure where you have pockets of currency weakness as well. So overall what we found through our analysis is that more than half of the European index is negatively exposed to this euro and other local currency strength. The sectors that are positively exposed is a minority of the index. So about 30 percent is either materially or positively exposed to the euro and other local currency strength. And sectors within that in particular that stand out positively exposed utilities, real estate banks. And the companies in this bucket, which we spend a lot of time identifying, they are strongly outperforming the index.They're breaking to new highs almost on a daily basis relative to the index. And I think that's going to continue into earning season because that's going to be one of the standouts positively, amid probably a lot of downgrades for companies who have translational exposure to the U.S. or EM.Paul Walsh: And so, let's take that one step further, Marina, because obviously hedging is an important part of the process for companies. And as we've heard from James, of a 15-year bull run for dollar strength. And so most companies would've been hedging, you know, dollar strength to be fair where they've got mismatches. But what are your observations having looked at the hedging side of the equation?Marina Zavolock: Yeah, so let me start with FX mismatches. So, so we find that about half of the European index is exposed to some level of FX mismatches. Paul Walsh: Mm-hmm. Marina Zavolock: So, you have intra-European currency mismatches. You have companies sourcing goods in Asia or China and shipping them to Europe. So, it's actually a favorable FX mismatch. And then as far as hedging, the type of hedging that tends to happen for companies is related to transactional mismatches. So, these are cost revenue, balance sheet mismatches; cashflow distribution type mismatches. So, they're more the types of mismatches that could create risk rather than translational mismatches, which are – they're just going to happen.Paul Walsh: Yeah. Marina Zavolock: And one of the most interesting aspects of our report is that we found that companies that have advanced hedging, FX hedging programs, they first of all, they tend to outperform, when you compare them to companies with limited or no hedging, despite having transactional mismatches. And secondly, they tend to have lower share price volatility as well, particularly versus the companies with no hedging, which have the most share price volatility. So, the analysis, generally, in Europe of this most, the most probably diversified region globally, is that FX hedging actually does generate alpha and contributes to relative performance.Paul Walsh: Let's connect the two a little bit here now, James, because obviously as companies start to recalibrate for a world where dollar weakness might proliferate for longer, those hedging strategies are going to have to change.So just any kind of insights you can give us from that perspective. And maybe implications across currency markets as a result of how those behavioral changes might play out, I think would be very interesting for our listeners.James Lord: Yeah, I think one thing that companies can do is change some of the tactics around how they implement the hedges. So, this can revolve around both the timing and also the full extent of the hedge ratios that they have. I mean, some companies who are – in our conversations with them when they're talking about their hedging policy, they may have a range. Maybe they don't hedge a 100 percent of the risk that they're trying to hedge. They might have to do something between 80 and a hundred percent. So, you can, you can adjust your hedge ratios…Paul Walsh: Adjust the balances a bit.James Lord: Yeah. And you can delay the timing of them as well.The other side of it is just deciding like exactly what kind of instrument to use to hedge as well. I mean, you can hedge just using pure spot markets. You can use forward markets and currencies. You can implement different types of options, strategies. And I think this was some of the information that we were trying to glean from the survey was this question that Marina was asking about. Do you have a limited or advanced hedging program? Typically, we would find that corporates that have advanced programs might be using more options-based strategies, for example. And you know, one of the pieces of analysis in the report that my colleague Dave Adams did was really looking at the effectiveness of different strategies depending on the market environment that we're in.So, are we in a sort of risk-averse market environment, high vol environment? Different types of strategies work for different types of market environments. So, I would encourage all corporates that are thinking about implementing some kind of hedging strategy to have a look at that document because it provides a lot of information about the different ways you can implement your hedges. And some are much more cost effective than others.Paul Walsh: Marina, last thought from you? Marina Zavolock: I just want to say overall for Europe there is this kind of story about Europe has no growth, which we've heard for many years, and it's sort of true. It is true in local currency terms. So European earnings growth now on consensus estimates for this year is approaching one percent; it's close to 1 percent. On the back of the moves we've already seen in FX, we're probably going to go negative by the time this earning season is over in local currency terms. But based on our analysis, that is primarily impacted by translation.So, it is just because Europe has a lot of exposure to the U.S., it has some EM exposure. So, I would just really emphasize here that for investors; so, investors, many of which don't hedge FX, when you're comparing Europe growth to the U.S., it's probably better to look in dollar terms or at least in constant currency terms. And in dollar terms, European earnings growth at this point are 7.6 percent in dollar terms. That's giving Europe the benefit for the euro exposure that it has in other local currencies. So, I think these things, as FX starts to be front of mind for investors more and more, these things will become more common focus points. But right now, a lot of investors just compare local currency earnings growth.Paul Walsh: So, this is not a straightforward topic, and we obviously think this is a very important theme moving through the balance of this year. But clearly, you're going to see some immediate impact moving through the next quarter of earnings. Marina and James, thanks as always for helping us make some sense of it all.James Lord: Thanks, Paul. Marina Zavolock: Thank you.Paul Walsh: And to our listeners out there, thank you as always for tuning in.If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.
In the bestselling traditions of Seinfeldia and Top of the Rock comes a fascinating deep dive into the longest-running live-action sitcom in television history, from its humble beginnings to its evolution as a critically acclaimed cult classic comedy.Charlie, Dennis, Mac, Sweet Dee, and Frank are deplorable characters. They will never mature, become more self-aware, or less self-involved. That is what the creators of It's Always Sunny in Philadelphia are committed to-and that's why the show's millions of devoted fans have stuck with the cult comedy hit for over sixteen seasons and counting.Created in 2005 by stars Rob McElhenney, Glenn Howerton, and Charlie Day, unemployed actors with a pair of Law & Order guest appearances as the highlights of their collective resume, the frustrated trio drafted a homemade TV pilot. A few months and $200 later (the cost of videotapes, pizza for their friends who volunteered as extras, and a broomstick to tape their boom mic to), It's Always Sunny in Philadelphia was ready for its network debut. All major parties either passed or were interested but wanted creative control. And then came FX looking to shake up cable TV. Willing to allow McElhenney, Howerton, and Day complete freedom to deconstruct the traditional sitcom, new president John Landgraf agreed to take a chance. No one had any idea how big of a success it would be. With FX's one creative note-the hiring of Danny DeVito-adding the final piece of the puzzle, It's Always Sunny in Philadelphia has enjoyed a steady climb to high ratings, critical acclaim, and a place in the cultural zeitgeist. Now, how the show and its creators have accomplished this is revealed with this in-depth, behind-the-scenes celebration.As thoughtful, provocative, and engaging as the show itself, this book also explores how the show has pushed the envelope and used absurdist comedy to explore major societal issues, including the #MeToo movement, LGBTQ+ rights, racism, and more. It also asks, what does the future hold for The Gang? It certainly won't include the characters' personal growth, but the show itself continues to move forward, adding to its dynamic history with each season.Become a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-unplugged-totally-uncut--994165/support.
On this episode Pat sits down with Lucas Vargas, CEO and Founder of Nomad, a leading cross border account and investment solution for Brazilians that want to reduce their exposure to the local currency investing in US dollar dominated assets. Lucas takes us down the rabbit hole on building out the product, scaling to 100M in ARR within 5 years, incorporating new features and his take on dollar primacy, other fiat currencies and stable coins. So much to unpack there. You will learn about: Prioritizing always jobs to be done and customer needs for your product roadmapHow to build generational wealth and allow the 99% to invest like the 1% The FX, investing market opportunity in Brazil Want to stay up-to-date on latest episodes?Follow The Enthusiast wherever you are getting your podcasts and make sure to check out our newsletter on LinkedInhere to stay up to date on our latest episodes with founders and investors beyond the Valley.Follow Pat on LinkedIn here.
Director Joe Begos, editor/producer Josh Ethierand special makeup FX artists Josh Russell & Sierra Russell
"Mac, Dennis and Dee try out for the Philadelphia Eagles; Frank goes on a bad acid trip." -Original Air Date: 9/13/2007- This week we're talking about The Gang Gets Invincible, movies that just get to you, the origin of morphsuits and the loosest possible usage of the word "champions". This is No Hugging, No Learning, the show about one thing...watching It's Always Sunny in Philadelphia for the first time. Want more NHNL? Next week's episode drops early on Patreon! Here's a special treat for anyone that actually reads this get your first MONTH FOR FREE* with promo code "HUG", and then just $5/month after that. You'll get every episode one week early with all of the extra content that we usually clip out of each release and movie reviews from the Seinfeld Extended Universe. *It's a 90% discount. Patreon makes us charge something. Join Us at patreon.com/nohugging Wanna start your own podcast? Do it with Libsyn and get up to 2 months free podcasting service with our Libsyn code HUGGING. Get a FREE No Hugging, No Learning sticker by giving us a 5 star rating and a written review wherever you listen to this! Just be sure to send us your address! Email us: nohuggingnolearningshow@gmail.com Follow us! @nohugging on X @nohugging_nolearning on Instagram @nohugging.bsky.social on Bluesky Music: "The Gang Gets Trapped" by Reed Streets
The Brilliant World of FX is a new series by Deutsche Bank's FX research team where they actively debate the global macro and currency outlook. In this first episode, George Saravelos (Global Head of FX Research) moderates a discussion between Mallika Sachdeva (Thematic FX Strategist) and Tim Baker (Head of FX Research – Americas). They dive into one of the most fascinating stories in global markets: the political and policy choices facing Japan and the impact on the yen. Japan is a country of striking economic paradoxes that holds valuable lessons for anyone following markets
Episode 181 with Aly-Khan Jamal, Managing Director and Partner at Boston Consulting Group (BCG), Lagos, and co-author of the landmark report Scaling Blended Finance: Practical Tools for Blended Finance Fund Design.Aly-Khan Jamal brings deep expertise in development finance, capital mobilisation, and impact investing to this conversation on how blended finance can be a game-changer for Africa's sustainable development and climate resilience. In this episode, he breaks down the practical tools outlined in the new joint report by BCG and British International Investment (BII), including a typology of five fund archetypes and a scorecard for fund design.Aly-Khan shares why scaling blended finance is not just a technical exercise but a systemic challenge, and opportunity. He explains how smart fund structuring can unlock commercial capital for high-impact sectors like clean energy, climate-smart agriculture, and infrastructure, particularly in emerging and underserved African markets.What We Discuss With Aly-KhanWhy blended finance is a critical tool for unlocking private capital to meet Africa's development and climate goals, and why it remains underutilised.The systemic challenges that prevent blended finance from scaling and how to overcome them through more strategic fund design.How the new BII–BCG toolkit provides a shared language for fund managers, investors, and donors through five archetypes and a structured scorecard.How to design blended finance funds that are simpler, more replicable, and better aligned with investor expectations.Real-world examples from Africa and beyond that show how blended finance can mobilise billions for development when deployed effectively.Did you miss my previous episode where I discus Bridging Finance and Sustainability: How International Finance Can Support Sustainable Infrastructure in Africa? Make sure to check it out!New Segment - Verto CornerIn this episode's Verto Corner, Jack Stanton, a trader at Verto, unpacks the rising volatility in global FX markets and its implications for African businesses engaged in cross-border trade. With central banks diverging on policy and geopolitical uncertainty heightening exchange rate swings, Jack explains why managing foreign exchange risk is more critical than ever. He offers actionable insights on how businesses in markets like Nigeria, Kenya, and South Africa can hedge against FX exposure, protect their margins, and make smarter currency decisions. Don't miss his top advice and access to Verto's FX Strategy Handbook for businesses navigating global payments in a turbulent economic climate. Access the Strategy HandbookDo you want to do business in Africa? Explore the vast business opportunities in African markets and increase your success with ETK Group. Connect with us at www.etkgroup.co.uk or reach out via email at info@etkgroup.co.uk
¡Seguimos con Fundación en su esperadísima tercera temporada en Apple TV+! En este vídeo analizamos el primer episodio, donde el futuro se desmorona, los planes de Seldon empiezan a tambalearse y el surgimiento de una amenaza inesperada —el temido Mulo— pone a toda la galaxia en jaque. Comentamos el inquietante despertar de Gaal tras más de 150 años de sueño criogénico, el misterioso silencio de Salvor, el delicado equilibrio de poder entre los nuevos clones del Imperio, y el explosivo dilema de Demerzel, atrapada entre sus leyes robóticas y su lealtad a una dinastía que podría estar viviendo sus últimos días. También repasamos el papel de Ebling Mis y Han Pritchard, dos nuevos personajes que podrían cambiarlo todo desde dentro de la Fundación. ¿Puede Gaal detener al Mulo antes de que sea demasiado tarde? ¿Qué consecuencias tendrá que Harry haya entregado el Radiante al enemigo? ¿Y qué pasará cuando la Segunda Fundación entre en juego?
US President Trump sent trade letters to the EU and Mexico announcing 30% tariffs from August 1st (separate from sectoral tariffs).The EU is planning to "step up engagement" with other nations impacted by US President Trump's tariffs, according to Bloomberg sources.European bourses hampered by US-EU trade developments, US futures also in the red but off worst levels.FX & Fixed markets contained as traders continue to look through Trump tariff threats.Crude modestly boosted by Iran comments, XAU helped by tariff updates.Looking ahead, US President Trump's Comments on Russia, ECB's Cipollone.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
This week, in Episode #701, Wayne talks with bestselling writer, producer, and creator Curt Pires about his upcoming comiXology original series Stillman! Curt is the creator of hit series' YOUTH as well as WYRD, both of which are in development as Scripted Television Series (at Amazon and FX, respectively), as well as a slew of other original series and graphic novels that have garnered critical acclaim. Here's how Stillman is described: “Peter Stillman leads a double life. By day he is a family man, a successful family man with a loving wife and two beautiful children trying to carve out his own little slice of the American dream. By night—in his real life—he's a violent hitman with deep ties to organized crime.” We delve into the characters in the book as well as how it came to be and how you can get it when it's first released on July 22. Be sure to listen to this fun interview with this accomplished comics creator! Major Spoilers Podcast Network Master Feed RSS Feed Show your thanks to Major Spoilers for this episode by becoming a Major Spoilers Patreon member. It will help ensure Wayne's Comics Podcast continues far into the future!
Desde lo alto de El Capitán, en el parque nacional de Yosemite, California... C.J. Navas, Jorge y Don Carlos repasan la actualidad seriéfila de los diferentes canales, cadenas y plataformas, los estrenos de los próximos días, las ficciones más vistas por su audiencia, contestan a las preguntas de los oyentes y dan sus recomendaciones habituales de cada semana. Recomendaciones de la Semana: Don Carlos: Poker Face Jorge: Concierto de Whirldwind Storm el 18 de Julio en Muchamiel / Ballard CJ: Indomable ¡Esperamos tus audiocomentarios!: Mándanos tus mensajes por WhatsApp al +34 604 41 64 49 o a https://fueradeseries.com/mensajes Vota en los Power Rankings: Participa en la elaboración de nuestros Power Rankings votando a tus series favoritas de la semana en: https://fdseri.es/33u15eb Únete a nuestro chat de Telegram en el que miles de personas hablamos cada día de series: Telegram – Grupo de debate: https://telegram.me/fueradeseries Telegram – Canal de noticias: https://t.me/noticiasfds Síguenos en nuestras plataformas y podcast sobre series: Apple Podcast - https://podcasts.apple.com/es/podcast/fuera-de-series/id288039262 Spotify - https://open.spotify.com/show/3RTDss6AAGjSNozVOhDNzX?si=700febbf305144b7&nd=1 iVoox - https://www.ivoox.com/podcast-fuera-series_sq_f12063_1.html Redes Sociales: X / Twitter: https://twitter.com/fueradeseries Facebook: https://facebook.com/fueradeseries Instagram: https://www.instagram.com/fueradeseries/ Youtube: https://youtube.com/fueradeseries Learn more about your ad choices. Visit megaphone.fm/adchoices
C.J. Navas conversa con Félix Sabroso, creador y director de 'Furia', que se ha estrenado el 11 de Julio en HBO Max, sobre el proceso de creación de la serie, el espectacular elenco con el que cuenta y sus proyectos futuros. Cinco mujeres al límite pronto sacarán a la justiciera que llevan dentro, dispuestas a todo ante situaciones límite como extorsión, opresión, engaño, exclusión o manipulación en un único universo compartido, contemporáneo, articulado alrededor de cinco conflictos que se desarrollarán como un efecto mariposa, uno como consecuencia del otro. Marga (Carmen Machi) es una esnob artista. Roberto (Alberto San Juan), su marido, directivo de televisión, está liado con Tina (Claudia Salas), la asistenta y la ha dejado embarazada. Vera (Pilar Castro), amiga de Marga, es una mediática cocinera, que debe cerrar su negocio por culpa de los achaques de un incisivo crítico. Nat (Candela Peña) es una dependienta de alta moda. Marga y Vera son sus clientas. Nat se ve amenazada cuando la empresa renueva plantilla contratando gente más joven. Adela (Nathalie Poza), madre de Tina, no tiene trabajo y va a ser desahuciada, junto a su anciana madre por su cruel casero. Victoria (Cecilia Roth), vecina de Adela y Nat, es una actriz olvidada del cine erótico de los 70. Victoria recibe una oferta que podría ser su regreso, pero en realidad es un engaño. Estas cinco mujeres llegan al límite y perpetran venganzas, pero ni ellas se salvan en esta sátira contemporánea. Únete a nuestro chat de telegram en el que miles de personas hablamos cada día de series: Telegram – Grupo de debate: https://telegram.me/fueradeseries Telegram – Canal de noticias: https://t.me/noticiasfds Twitter: https://twitter.com/fueradeseries Facebook: https://twitter.com/fueradeseries Instagram: https://www.instagram.com/fueradeseries/ Youtube: youtube.com/fueradeseries Learn more about your ad choices. Visit megaphone.fm/adchoices
Analizamos sin spoilers sin spoilers Furia, la nueva serie de Félix Sabroso para Max, una comedia negra coral protagonizada por un reparto de lujo que convierte la desesperación femenina en una auténtica arma de rebelión. Estreno: 11 de Julio. Sinopsis: Cinco mujeres al límite pronto sacarán a la justiciera que llevan dentro, dispuestas a todo ante situaciones límite como extorsión, opresión, engaño, exclusión o manipulación en un único universo compartido, contemporáneo, articulado alrededor de cinco conflictos que se desarrollarán como un efecto mariposa, uno como consecuencia del otro. Síguenos en nuestras plataformas y podcast sobre series: - Apple Podcast - https://podcasts.apple.com/es/podcast/fuera-de-series/id288039262 - Spotify - https://open.spotify.com/show/3RTDss6AAGjSNozVOhDNzX?si=700febbf305144b7&nd=1 - iVoox - https://www.ivoox.com/podcast-fuera-series_sq_f12063_1.html Redes Sociales - Twitter: https://twitter.com/fueradeseries - Facebook: https://facebook.com/fueradeseries - Instagram: https://www.instagram.com/fueradeseries/ - Youtube: https://youtube.com/fueradeseries Learn more about your ad choices. Visit megaphone.fm/adchoices
Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst from London, discuss the FX market's reaction to President Trump's recent tariff announcements.. They also explore whether rising political uncertainty in Japan ahead of the Upper House elections is playing a role in the yen's recent weakness.
The Good Guys watch 3 movies. 3 very different movies only 2 of which are legally distinct. The one where The Good Guys watch Escape From NY/LA and Lockout - -The Good Guys: Regan, Rob, and Ryan -Producer: Eric 'e0n' Chung -Engineers: Regan & Eric -Social Media Strategist: E -Background Music and FX courtesy of Karl Casey @ White Bat Audio - -Solid Plissken -Call Me Snek -We Don't Need No Stinkin' Badgers -I Like To Watch - - -Featured background music playlist: Ad Infinitum, Data, Mantra, Symbolic, Vintage, and Arcadia by White Bat Audio -Background music for POP Quiz and Trailer is Anti Hero by White Bat Audio - Theme music is Battle (Boss) by BoxCat Games and is licensed under CC BY 3.0 - Additional music is Against the Wall by BoxCat Games and is licensed under CC BY 3.0 -
Santa Monica's dining scene wouldn't be what it is without Chef Raphael Lunetta. This week on The LA Food Podcast, host Luca Servodio sits down with the legendary chef behind Lunetta, Marelle, and the iconic JiRaffe to reflect on nearly 40 years in the kitchen. From pioneering California cuisine alongside Josiah Citrin to becoming a regular haunt for Larry David (yes, Curb Your Enthusiasm fans, this one's for you), Lunetta shares stories, insights, and what keeps him inspired.Plus: the shocking closure of Cole's after 117 years, the return of Gladstone's, the El Gato Night Market, and a farewell to The Angel—one of LA's most essential independent food publications. Oh, and Luca issues a heartfelt apology to Evan Funke.Also check out our sister shows Taqueando with Bill Esparza and Let It Rip, the companion pod for FX's The Bear.
PopaHALLics #146 "Bad Boys"Is it possible for bad men to redeem themselves, as when twin black gangsters face off against white vampires in "Sinners"? What makes a man bad—his personality, upbringing, status in life, as the Bluebeard-themed novel "Sour Cherry" asks? And would it really be so bad to save the family fishing business by running drugs ("The Waterfront")? Find out more on our show!Streaming:"Sinners," Max. It's really hard to make a go of your new juke joint in 1930s Mississippi when white vampires show up on opening night. Michael B. Jordan plays gangster brothers in this horror film from writer/director Ryan Coogler (the "Black Panther" movies, "Creed")."The Bear," FX, Hulu. In season 4, the clock is ticking; Carmy (Jeremy Allen White) and company must turn the chaotic restaurant around or close down."The Waterfront," Netflix. In this soapy drama from Kevin Williamson ("Dawson's Creek," "Scream"), a feuding family tries to save their family fishing business through drug-running. Starring Holt McCallany, Maria Bello, Melissa Benoit, and Jake Weary."My Cousin Vinny," Disney +. When two carefree pals are mistakenly arrested and charged with murder in Alabama, they turn to a cousin (Joe Pesci), an auto mechanic who recently passed the bar on his sixth try. Marisa Tomei won an Oscar playing Vinny's fiancee, Mona Lisa Vito, in this 1992 comedy.Books:"Sour Cherry," by Natalia Theodoridou. This acclaimed debut novel uses the Bluebeard fairy tale to "deconstruct the systems of gender, power, and the excuses people make for bad men" (Chicago Review of Books)."Less," by Andrea Sean Greer. A failed novelist tries to ignore his ex marrying another man as well as an unwelcome birthday by traveling around the world. This 2017 satirical novel, funny and poignant, won the Pulitzer Prize."If It Bleeds," by Stephen King. This 2020 collection of four novellas includes stories that inspired the 2024 Tom Hiddleston sci-fi movie "Life of Chuck" and the 2022 horror movie "Mr. Harrigan's Phone." The title story features one of King's personal favorite characters, socially awkward, obsessive compulsive private investigator Holly Gibney. There's also a writer and a rat.Click through the links to watch and read about what we discuss.
US equities reach another record high as investors downplay tariff concerns, buoyed by a positive forecast from Delta Airlines. Bitcoin soars to a new all-time high, exceeding USD 118,000. European shares see modest gains, with the Swiss market leading the way due to advancements in healthcare, and the UK market rising on the back of strong commodity performance following the announcement of the US copper tariffs. The original Hermès Birkin handbag is sold for EUR 8.58 million. According to Thomas Caflisch, Head of FX & PM Solutions, the US dollar's downward trend remains in place, although he notes that July and August are typically not periods of strong trends.(00:00) - Introduction: Helen Freer, Investment Writing (00:25) - Markets wrap-up: Mike Rauber, Investment Writing (06:15) - FX and metals: Thomas Caflisch, Head of FX/PM Solutions (08:57) - Closing remarks: Helen Freer, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
In this episode, we crack open the twisted world of Wishmaster — the cult horror franchise that blended ancient mythology, creative carnage, and some of the wildest one-liners in '90s horror.From the original 1997 film that introduced us to the Djinn (brought to life by the unforgettable Andrew Divoff), to the increasingly outrageous sequels that followed, we're digging into it all.Join us as we share our thoughts on each film, explore behind-the-scenes trivia, and pull apart some of the franchise's most memorable deaths and wish-gone-wrong moments.We'll also dive into commentary tidbits, practical effects magic, and the horror cameos that helped make the first Wishmaster such a fan favorite.If you're into supernatural slashers, gooey FX, or just love a good villain with a flair for irony, this episode is for you.For more of my content - https://linktr.ee/FirstClassHorrorBecome a supporter of this podcast: https://www.spreaker.com/podcast/class-horror-cast--4295531/support.
This episode dives deep into the German derivatives markets, particularly focusing on the DAX index. Hosts and guests discuss the composition of the DAX, trading opportunities, and its significance to the European economy. The discussion includes insights from Tobias Inger of Eurex, who elaborates on the total return index and margin requirements. Morad Askar of Edge Clear shares his experiences and observations on trading the DAX, highlighting interest trends among US traders. Russell Rhodes provides comparative analysis with US markets, shedding light on near-dated options performance and market volatility. The episode also addresses listener questions about the impact of the Euro on FX trading and explores the implications for both European and global markets. 03:54 Meet the Guests 10:05 Continental Conversations: Focus on Germany and the DAX 12:09 DAX Market Insights and Trading Opportunities 22:16 DAX Futures and Options: Trading Strategies 28:30 DAX Margin Insights 31:07 Opportunities in the German Markets 31:38 European Derivatives Market Update 32:16 Trading Strategies and Client Perspectives 36:47 Micro and Mini DAX Contracts 44:16 Listener Questions: European FX Market 51:19 Conclusion and Resources
Featured in this podcast are Sajjid, Rajiv and Arindam discuss the outlook for Asia macro and rates/FX/equity markets in the aftermath of the latest US announcement on tariffs this week This podcast was recorded on Jul 10, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5025093-0, https://jpmorganmarkets.com/research/content/GPS-5023592-0 and https://jpmorganmarkets.com/research/content/GPS-5024505-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.
Analizamos sin spoilers la tercera temporada de Fundación, la gran epopeya galáctica de Apple TV+ que continúa desafiando los límites de la televisión de ciencia ficción. Estreno: 11 de julio. Sinopsis: Ambientada 152 años después de los eventos de la segunda temporada, La Fundación ha llegado muy lejos desde sus humildes comienzos, mientras que el Imperio de la Dinastía Cleónica se debilita. Cuando estos dos poderes galácticos forjan una complicada alianza, una amenaza para toda la galaxia aparece en la temible forma de un guerrero conocido como "El Mulo", que tiene la vista puesta en gobernar el universo mediante el uso de la fuerza física, el poder militar y el control mental. Síguenos en nuestras plataformas y podcast sobre series: - Apple Podcast - https://podcasts.apple.com/es/podcast/fuera-de-series/id288039262 - Spotify - https://open.spotify.com/show/3RTDss6AAGjSNozVOhDNzX?si=700febbf305144b7&nd=1 - iVoox - https://www.ivoox.com/podcast-fuera-series_sq_f12063_1.html Redes Sociales - Twitter: https://twitter.com/fueradeseries - Facebook: https://facebook.com/fueradeseries - Instagram: https://www.instagram.com/fueradeseries/ - Youtube: https://youtube.com/fueradeseries Learn more about your ad choices. Visit megaphone.fm/adchoices
Mark and Ryan talk about Ryan helping during an accident, FX's The Bear, the movie Now You See Me, and returns.
This week: From comedy to the world of dating apps—join your amazing host Marina Franklin and comedian Akeem Woods on 'Friends Like Us' as they discuss the ins and outs of Grindr and more! It's a fun one! Akeem Woods is the funny little brother you always (never) wanted — his comedy style will have you on the edge of your seat reeling from laughter! No topic is safe from discussion, whether it be the KKK or the hardships of growing up poor. Akeem was a semi-finalist on Stand Up NBC, has been seen on Kevin Hart's LOL Network, and just recently made his television debut on The Late Late Show with James Corden! Akeem has worked on a new show for BET and you can see him at clubs and colleges all over the country. Always hosted by Marina Franklin - One Hour Comedy Special: Single Black Female ( Amazon Prime, CW Network), TBS's The Last O.G, Last Week Tonight with John Oliver, Hysterical on FX, The Movie Trainwreck, Louie Season V, The Jim Gaffigan Show, Conan O'Brien, Stephen Colbert, HBO's Crashing, and The Breaks with Michelle Wolf. Writer for HBO's 'Divorce' and the new Tracy Morgan show on Paramount Plus: 'Crutch'.
Analizamos sin spoilers Ballard, la nueva serie del universo Bosch que nos presenta a Renée Ballard y su equipo de casos sin resolver. Estreno el 9 de julio en Prime Video. Sinopsis: La detective Renée Ballard se encarga de dirigir la nueva unidad de casos sin resolver de la policía de Los Ángeles, una unidad de voluntarios mal financiada y con el mayor número de casos de la ciudad. Ballard aborda estos casos congelados en el tiempo con empatía y determinación. Cuando descubre una conspiración durante sus investigaciones, contará con la ayuda de su aliado retirado, Harry Bosch, para sortear los peligros que amenazan tanto a su unidad como a su vida. Síguenos en nuestras plataformas y podcast sobre series: - Apple Podcast - https://podcasts.apple.com/es/podcast/fuera-de-series/id288039262 - Spotify - https://open.spotify.com/show/3RTDss6AAGjSNozVOhDNzX?si=700febbf305144b7&nd=1 - iVoox - https://www.ivoox.com/podcast-fuera-series_sq_f12063_1.html Redes Sociales - Twitter: https://twitter.com/fueradeseries - Facebook: https://facebook.com/fueradeseries - Instagram: https://www.instagram.com/fueradeseries/ - Youtube: https://youtube.com/fueradeseries Learn more about your ad choices. Visit megaphone.fm/adchoices
Pete and Belle dig into Alien: Earth—an 8-episode sci-fi horror series coming to FX and streaming on Hulu and Disney+. What does it mean for the Alien franchise, and why is it set on Earth this time?#AlienEarth #XenomorphsReturn #SciFiHorror #FXonHulu #AlienFranchise
Analizamos sin spoilers El Clan Olimpia, la nueva serie española de Disney+ protagonizada por Zaira Romero y dirigida por Gracia Querejeta, inspirada en hechos reales. Estreno el 9 de julio. Sinopsis: La vida de Olimpia da un giro radical cuando a su marido le diagnostican un cáncer. Decidida a mantener a su familia a flote, comienza vendiendo hachís en su barrio. Pero como quiere llevar a su marido a una clínica en Estados Unidos, se adentra en el tráfico de cocaína para lograrlo. Junto a su socio, el “Moreno”, Olimpia asciende rápidamente en el mundo del narcotráfico… Síguenos en nuestras plataformas y podcast sobre series: - Apple Podcast - https://podcasts.apple.com/es/podcast/fuera-de-series/id288039262 - Spotify - https://open.spotify.com/show/3RTDss6AAGjSNozVOhDNzX?si=700febbf305144b7&nd=1 - iVoox - https://www.ivoox.com/podcast-fuera-series_sq_f12063_1.html Redes Sociales - Twitter: https://twitter.com/fueradeseries - Facebook: https://facebook.com/fueradeseries - Instagram: https://www.instagram.com/fueradeseries/ - Youtube: https://youtube.com/fueradeseries Learn more about your ad choices. Visit megaphone.fm/adchoices
¡Seguimos con The Gilded Age en su tercera temporada en HBO Max! En este vídeo analizamos el tercer episodio, donde las apariencias se agrietan, las promesas se rompen y las decisiones comienzan a tener consecuencias reales para todos los personajes implicados. Comentamos la desgarradora situación de Gladyce Russell, el pulso silencioso entre Bertha y George, la cada vez más tensa relación entre Ada y Agnes, y la complejísima realidad que enfrenta Peggy al intentar construir su futuro en un entorno donde incluso dentro de su comunidad encuentra barreras. También repasamos el curioso caso del reloj de Jack, que podría ser el primer paso hacia una historia de ascenso social… o un nuevo fracaso. ¿Podrá Gladyce liberarse del destino que su madre ha trazado para ella? ¿Qué pasará si el proyecto ferroviario de George no sale bien? ¿Y cómo afectarán todos estos movimientos a la posición social de los Russell?
CHRIS BAUER has appeared in over 300 episodes of television, 40 feature films, and several theater productions on Broadway and Off. His multiple long running television credits include Frank Sobotka in ‘THE WIRE', Andy Bellefleur in ‘TRUE BLOOD', and Bobby Dwyer in ‘THE DEUCE' for HBO. Most recently he starred as pro wrestler Wild Bill Hancock on ‘HEELS' for Starz, where he also appeared in ‘GASLIT' with Julia Roberts and Sean Penn, and ‘SURVIVORS REMORSE', produced by LeBron James, and played Joe McCarthy in the Peabody Award winning ‘FELLOW TRAVELERS' for Showtime. On Apple TV Plus, he played Deke Slayton in the inaugural season of ‘FOR ALL MANKIND', and appeared as Det. Tom Lange in ‘PEOPLE VS OJ' for FX. Recent feature credits include co-starring with Denzel Washington in the Warner Brothers film ‘THE LITTLE THINGS', ‘MONEY MONSTER', and ‘SULLY'. He received an Outer Critic's nomination for playing Mitch in ‘STREETCAR NAMED DESIRE' on Broadway, and has originated roles in plays by David Mamet, Jez Butterworth, and John Patrick Shanley throughout a long career in theater. Upcoming credits include the limited series' 'Unspeakeable' for Paramount Plus, and 'His/Hers' for Netflix. On film he will be seen in 'Henry Johnson' and 'Our Hero Balthazar', as well as '3 Holes and a Donut', a feature film he wrote and directed. Chris is a native of Los Angeles, a graduate of the Yale School of Drama, and a metalhead. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Today on What's My Frame I'm joined by comedy casting legend, G. Charles Wright for some much needed laughs, encouragement and stories from his incredible career in casting. G. has nearly 700 episodes of television that are still running in syndication and streaming. Notable credits include THE MIDDLE, ANGER MANAGEMENT & LOPEZ VS LOPEZ to name just a few. G. has been on both sides of the camera, as an actor and casting director. He brings his prolific insight into the world of casting into his classes at the G. Charles Wright Studio. Today G. shares advice on the craft, self tapes and so much more. To learn more about classes and private coaching at G. Charles Wright Studio click here!Full bio:A graduate of USC with a degree in communications (emphasis on television, critical studies,) G. has been on both sides of the camera, as an actor, a casting director, a content creator, a producer and a director. In addition, G's been teaching actors how to audition in his private studio classes since 2002. He began his professional casting career in 1996 as an intern on 3RD ROCK FROM THE SUN for Liberman/Patton at Carsey/Werner studios. Shortly after, G moved up the ranks from assistant to associate and finally casting director on THAT ‘70s SHOW seven+ of the series' eight seasons. G is the original casting director of the PBS and Jim Henson Co. animated series SID THE SCIENCE KID, the FX channel's ANGER MANAGEMENT starring Charlie Sheen, the ABC comedy series, THE MIDDLE starring Patricia Heaton, the IFC horror/comedy series from Dana Gould, STAN AGAINST EVIL, the family comedy DIARY OF A FUTURE PRESIDENT on Disney+ and LOPEZ VS LOPEZ for Universal Television and NBC, Peacock, and Netfix.As a performer and creative, G. is a graduate of both Second City and Acme Improvisation companies and has an extensive list of stage credits in sketch, improv, and legit theatre, as well as many onscreen and VO credits. He also fronted two bands over a 25-year period and has spent what feels like a lifetime trying to play the banjo. --What's My Frame, hosted by Laura Linda BradleyJoin the WMF creative community now!Instagram: @whatsmyframeIMDbWhat's My Frame? official siteWhat's My Frame? merch
"Dee and Mac decide to raise a baby they find in a dumpster but quickly find out that it's not nearly as fun as they thought it would be." -Original Air Date: 9/13/2007- This week we're talking about The Gang Finds a Dumpster Baby, the phrase "Full Blown Aids", kind bud vs. kine bud and what may be Dennis' most diabolical revenge (to date). This is No Hugging, No Learning, the show about one thing...watching It's Always Sunny in Philadelphia for the first time. Want more NHNL? Next week's episode drops early on Patreon! Here's a special treat for anyone that actually reads this get your first MONTH FOR FREE* with promo code "HUG", and then just $5/month after that. You'll get every episode one week early with all of the extra content that we usually clip out of each release and movie reviews from the Seinfeld Extended Universe. *It's a 90% discount. Patreon makes us charge something. Join Us at patreon.com/nohugging Wanna start your own podcast? Do it with Libsyn and get up to 2 months free podcasting service with our Libsyn code HUGGING. Get a FREE No Hugging, No Learning sticker by giving us a 5 star rating and a written review wherever you listen to this! Just be sure to send us your address! Email us: nohuggingnolearningshow@gmail.com Follow us! @nohugging on X @nohugging_nolearning on Instagram @nohugging.bsky.social on Bluesky Music: "The Gang Gets Trapped" by Reed Streets
C.J. Navas, Jorge y Don Carlos hacen su Top 5 de las mejores series del 2025 (por ahora), Desde el chupinazo de los San Fermines, en Pamplona, California… C.J. Navas, Jorge y Don Carlos hacen su Top 5 de las mejores series del 2025 (por ahora), repasan los estrenos de los próximos días, las ficciones más vistas por su audiencia, contestan a las preguntas de los oyentes y dan sus recomendaciones habituales de cada semana. Las MejoresSeries del 2025 (hasta ahora) Don Carlos: 5. Chicago P.D 12 Ley y Orden Unidad 26 Beyond Paradise 3. 4. Cuando nadie nos ve Asuntos internos Weiss y Morales 3. Nautilus El Eternauta Matabot 2. The Pitt DOC 911 1. Mobland Gangs of London Dept Q Jorge: 5. Paradise 4. Hacks 3. The Last of Us 2. The Bear 1. Andor CJ: 5. The Bear 4. Dept. Q 3. Andor 2. The Pitt 1. Separación Recomendaciones de la Semana: Don Carlos: Rocco / Instinto animal Jorge: La Cuenta Atrás (The Countdown) / Sandman / The Bear CJ: Fundación / Furia / Shetland ¡Esperamos tus audiocomentarios!: Mándanos tus mensajes por WhatsApp al +34 604 41 64 49 o a https://fueradeseries.com/mensajes Vota en los Power Rankings: Participa en la elaboración de nuestros Power Rankings votando a tus series favoritas de la semana en: https://fdseri.es/33u15eb Únete a nuestro chat de Telegram en el que miles de personas hablamos cada día de series: Telegram – Grupo de debate: https://telegram.me/fueradeseries Telegram – Canal de noticias: https://t.me/noticiasfds Síguenos en nuestras plataformas y podcast sobre series: Apple Podcast - https://podcasts.apple.com/es/podcast/fuera-de-series/id288039262 Spotify - https://open.spotify.com/show/3RTDss6AAGjSNozVOhDNzX?si=700febbf305144b7&nd=1 iVoox - https://www.ivoox.com/podcast-fuera-series_sq_f12063_1.html Redes Sociales: X / Twitter: https://twitter.com/fueradeseries Facebook: https://facebook.com/fueradeseries Instagram: https://www.instagram.com/fueradeseries/ Youtube: https://youtube.com/fueradeseries Learn more about your ad choices. Visit megaphone.fm/adchoices
Jeffrey Seller has been a key behind-the-scenes figure for some of the Broadway's biggest hits including, Hamilton and RENT, but he got his start on a much smaller scale. He looks back in a new memoir called Theater Kid. Ebon Moss-Bachrach has won two Emmys for his portrayal of Cousin Richie, the abrasive and ornery cook/maître d' on the FX series The Bear. He talks about the making of the show. Ken Tucker reviews a new collection of Bruce Springsteen music, songs he wrote and recorded from the mid '80s to the late 2010s, but hadn't released until now.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Craig and Chris turn the stove all the way up for a complete Season 4 review of The Bear on FX! First, the guys do a non-spoiler look at the season and the series as a whole, including the news of a fifth season on order. Then (32:30), a spoiler-filled look at the fourth season, standout episodes and performances, whether or not we buy the conclusion as presented, and what the show could still do with a fifth season. Write the show! Our email address is crossingstreamstvpodcast@gmail.com
Welcome to Multiverse News, Your source for Information about all your favorite fictional universesIt's been debated and anticipated…but Matt Reeves finally confirmed via Instagram on June 27 that he and co-writer Mattson Tomlin have completed their script for The Batman Part II. Variety reports that the film is scheduled to release on October 1, 2027, which - if true - will mean this sequel comes out more than five years after the first film. Both James Gunn and Reeves have been repeatedly asked about the state of the film, with Gunn recently rebuking online pressure for Reeves and remarking that a script is expected in June and - ta da, the Dark Knight arrived on time!One half of the big decisions needed to move the James Bond franchise forward has been made. Dune director Denis Villneuve will usher in the next 007 for Amazon MGM as the mega corp looks to refresh and restart the classic spy film franchise. David Heyman and Amy Pascal, who have already been announced as producers, will be joined by Tonya Lapointe who will serve as an executive producer alongside the director. Villneuve referred to Bond as “sacred territory” for him as a filmmaker.This week audiences said “YES” to original films, with the Brad Pitt-led F1 speeding to number one at the box office with a $144 million global takeover. Apple, who released the film, integrated it into their retail stores - with surprise appearances by Pitt and CEO Tim Cook - offered reduced tickets using ApplePay, and offered a deeper dive on Apple Maps of the Grand Prix race tracks, as well as other unique marketing opportunities. M3GAN 2.0 got a road rash, opening to just $10.2 million, and How to Train Your Dragon stayed strong at number two bringing in a three week domestic total of $200 million.Amazon MGM Studios has released the full trailer for Project Hail Mary, the upcoming film adaptation of the 2021 science fiction novel from The Martian author, Andy Weir. Directed by Phil Lord and Christopher Miller, the movie stars Ryan Gosling as a sixth-grade science teacher sent into space to save Earth. It is scheduled to hit theaters on March 20, 2026.Disney has announced a sequel to its live action Lilo and Stitch film. The news comes as the film approaches the $1 billion dollar mark at the global box office.Edgar Wright's latest film The Running Man released a trailer today. The movie is adapted from a Stephen King novel and stars Glen Powell, Colman Domingo, Josh Brolin, William H. Macey, and others in a dystopian game show style action flick.Curtis Jackson aka 50 Cent has joined the cast of Legendary Entertainment's feature adaptation of the video game Street Fighter. Jackson will play Balrog, a disgraced boxer who is also the bodyguard of the villain. Sources tell The Hollywood Reporter that he is deep into training for the part and will be doing his own stunts. David Dastmalchian has also been cast to play baddie M. Bison.Sources tell Deadline that The Social Network director Aaron Sorkin has been set to direct The Social Network Part II for Sony Pictures. Insiders say that while it's being called part two, it's not a straight sequel but rather a follow-up to the original movie.WandaVision and Agatha All Along creator Jac Schaeffer is replacing Moira Walley-Beckett as showrunner for the Fourth Wing series adaptation at Amazon MGM Studios. Schaeffer signed an overall deal with the studio. The series is produced by Michael B. Jordan's company, Outlier Society.Over the weekend at car festival Fuel Fest, Vin Diesel spoke to a crowd of fans and confirmed a tentative release window for the next installment of the Fast and the Furious franchise for April of 2027. He also mentioned that he wants to reunite his character with Paul Walker's character Brian O'Conner. Since Walker passed away in 2013, he would have to be digitally inserted into the film.FX announced today that The Bear has been renewed for a fifth season.
In this episode, we review the fourth season of the hit FX original series starring Jeremy Allen White, The Bear. We discuss whether this season was an improvement over the last and debate whether the series should continue or end here. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this Friends Like Us... Ever wondered about the impact of AI on media or the hidden history of our college institutions? Listen to my conversation with Kenice Mobley and Kimberly Clark, as we tackle topics and give our guests their flowers! Give it a listen and spread the word! Kimberly Clark - Originally from Syracuse, NY. She's been seen on Netflix's Tiffany Haddish presents: They Ready, The Late Late Show with James Corden, and Last Comic Standing. She was named one of Time Out L.A.'s Comics To Watch. Kenice Mobley performs stand up comedy around the world and recently made her late-night debut on The Tonight Show with Jimmy Fallon. She appears regularly on SiriusXM and is a Finalist in the StandUp NBC Competition. She was named to Vulture's 2021 list of Comedians You Should and Will Know. Kenice's debut comedy album Follow Up Question, filmed at Union Hall in New York, was released in December 2022. Kenice worked on the BET Awards and By Us For Us, a sketch comedy series presented by Color of Change. She hosts Complexify on ViceNews, Love About Town, an interview and relationship podcast, and Make Yourself Cry, available on Planet Scum. Always hosted by Marina Franklin - One Hour Comedy Special: Single Black Female ( Amazon Prime, CW Network), TBS's The Last O.G, Last Week Tonight with John Oliver, Hysterical on FX, The Movie Trainwreck, Louie Season V, The Jim Gaffigan Show, Conan O'Brien, Stephen Colbert, HBO's Crashing, and The Breaks with Michelle Wolf. Writer for HBO's 'Divorce' and the new Tracy Morgan show on Paramount Plus: 'Crutch'.
The Bear is back for a new season. The FX on Hulu series sees Carmy and Sydney (Jeremy Allen White and Ayo Edebiri) trying to get the restaurant they opened together on its feet before they run out of money. Richie (Ebon Moss-Bachrach) is thrown by his ex-wife's approaching wedding and what it's going to mean for him. Plus there's scallop drama, secret negotiations, and guest stars both new and old. To access bonus episodes and sponsor-free listening for Pop Culture Happy Hour, subscribe to Pop Culture Happy Hour+ at plus.npr.org/happy.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
CZ is the founder of Binance, and is one of the most successful entrepreneurs of our lifetime. In this conversation we talk about when he first bought bitcoin in 2013, his childhood with no electricity or running water, career before finding bitcoin, starting Binance, managing bear and bull cycles, regulation, his time in prison, and what the future may hold for CZ and the crypto market. ========================This episode is brought to you by Figure, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 3-month terms and no prepayment penalties. They have the lowest interest rates in the industry at 9.9%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today. Visit https://www.figure.com/pomp to apply for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information.========================Xapo Bank, the world's first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.=======================BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.=======================Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/=======================View 10k+ open startup jobs:https://dreamstartupjob.com/Enroll in my Crypto Academy: https://www.thecryptoacademy.io/
Malik Elassal is a stand-up comic, writer, actor, and one of the stars of Adults on FX. Meeting for the first time, Mike and Malik discuss Malik's winding road to stand-up, including working as a long haul trucker. Malik talks about dealing with his conspiracy-minded cousins, his encounters with Islamophobia, and why you should never leave your comedy set list open on your phone when you're at the airport.Please Consider Donating To: The Red Cross
Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss AI acceleration, why stocks, gold, bitcoin are hitting all-time highs, market outlook for second half of the year, how Salesforce is using AI, the government pressure on the fed to lower interest rates, the current financial mindset of the the younger generation, and more. =======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/=======================Maple Finance is where real money meets real yield. With over $1.5B managed, Maple offers secure lending, Bitcoin yield, and premium DeFi assets like syrupUSDC. Get started today at https://www.maple.finance !=======================Xapo Bank, the world's first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.=======================Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/=======================View 10k+ open startup jobs:https://dreamstartupjob.com/Enroll in my Crypto Academy: https://www.thecryptoacademy.io/
Ebon Moss-Bachrach has won two Emmys for his portrayal of Cousin Richie, the abrasive and ornery cook/maître d' on the FX series The Bear. The show is known for kitchen chaos, but he says the set is calm. He spoke with Fresh Air contributor Ann Marie Baldonado about the show, his character on GIRLS, and his venture into the Marvel Universe. TV critic David Bianculli reviews the documentary, My Mom Jayne, produced and edited by Law & Order actor Mariska Hargitay. It's about her mom, the actress Jayne Mansfield, who died young in a car accident.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy