Podcasts about FX

Subscribe to Greg Fitzsimmons: https://bit.ly/subGregFitz Mel Brooks new documentary, a cold snap is here and that's not the only ice to keep your eyes out for. Also some real-world stepmom action. Thanks to our sponsor: BlueChew.com Promo Code PAPERS for 10% off first month. Sunday Papers t-shirts available at http://FITZDOG.COM Get the Sunday Papers coozie: Venmo: @gibbonstime $10 In the venmo notes, put your name and address Follow Greg Fitzsimmons: Facebook: https://facebook.com/FitzdogRadio Instagram: https://instagram.com/gregfitzsimmons Twitter: https://twitter.com/gregfitzshow Official Website: http://gregfitzsimmons.com Tour Dates: https://bit.ly/GregFitzTour Merch: https://bit.ly/GregFitzMerch “Dear Mrs. Fitzsimmons” Book: https://amzn.to/2Z2bB82 “Life on Stage” Comedy Special: https://bit.ly/GregFitzSpecial Listen to Greg Fitzsimmons: Fitzdog Radio: https://bit.ly/FitzdogRadio Sunday Papers: http://bit.ly/SundayPapersPod Childish: http://childishpod.com Watch more Greg Fitzsimmons: Latest Uploads: https://bit.ly/latestGregFitz Fitzdog Radio: https://bit.ly/radioGregFitz Sunday Papers: https://bit.ly/sundayGregFitz Stand Up Comedy: https://bit.ly/comedyGregFitz Popular Videos: https://bit.ly/popGregFitz About Greg Fitzsimmons: Mixing an incisive wit with scathing sarcasm, Greg Fitzsimmons is an accomplished stand-up, an Emmy Award winning writer, and a host on TV, radio and his own podcasts. Greg is host of the popular “FitzDog Radio” podcast (https://bit.ly/FitzdogRadio), as well as “Sunday Papers” with co-host Mike Gibbons (http://bit.ly/SundayPapersPod) and “Childish” with co-host Alison Rosen (http://childishpod.com). A regular with Conan O'Brien and Jimmy Kimmel, Greg also frequents “The Joe Rogan Experience,” “Lights Out with David Spade,” and has made more than 50 visits to “The Howard Stern Show.” Howard gave Greg his own show on Sirius/XM which lasted more than 10 years. Greg's one-hour standup special, “Life On Stage,” was named a Top 10 Comedy Release by LA Weekly. The special premiered on Comedy Central and is now available on Amazon Prime, as a DVD, or a download (https://bit.ly/GregFitzSpecial). Greg's 2011 book, Dear Mrs. Fitzsimmons (https://amzn.to/2Z2bB82), climbed the best-seller charts and garnered outstanding reviews from NPR and Vanity Fair. Greg appeared in the Netflix series “Santa Clarita Diet,” the Emmy-winning FX series “Louie,” spent five years as a panelist on VH1's “Best Week Ever,” was a reoccurring panelist on “Chelsea Lately,” and starred in two half-hour stand-up specials on Comedy Central. Greg wrote and appeared on the Judd Apatow HBO series “Crashing.” Writing credits include HBO's “Lucky Louie,” “Cedric the Entertainer Presents,” “Politically Incorrect with Bill Maher,” “The Man Show” and many others. On his mantle beside the four Daytime Emmys he won as a writer and producer on “The Ellen DeGeneres Show” sit “The Jury Award for Best Comedian” from The HBO Comedy Arts Festival and a Cable Ace Award for hosting the MTV game show "Idiot Savants." Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Niels hosts Yoav Git to explore inflation risk, bond fragility, and the changing role of trend following in a world defined by supply shocks and declining trust. Drawing on recent research and market behavior, the conversation examines why traditional bond allocations struggle during inflationary regimes and how commodity trend strategies may offer structural resilience. The discussion spans geopolitics, deglobalization, energy markets, fixed income autocorrelation, and the limits of forecasting macro outcomes. Rather than predicting inflation's path, the episode focuses on portfolio construction that can endure multiple regimes. What emerges is a disciplined argument for robustness over precision in an increasingly unstable global system.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Yoav on LinkedIn.Episode TimeStamps:00:00 - Introduction and series context01:08 - Inflation back on the radar02:38 - Recent podcast influences and inflation narratives06:56 - Geopolitics, trust, and market fragmentation08:52 - Commodities, volatility, and supply driven moves10:48 - Trend performance and early 2026 conditions11:30 - Fixed income, FX, and emerging market trends17:26 - The all weather portfolio problem18:18 - Bonds, inflation regimes, and correlation breakdowns22:39 - Commodity trend as a defensive building block27:01 - Are markets signaling higher inflation ahead30:04 - What...

Today, markets are happy to have dodged a US-Europe trade war this week, but we consider a few issues (besides the acceleration in high-impact earnings reports next week), or "grenades" that may or may not go off from here: first, whether this winter storm hitting the US could have an impact, among other things, on AI data centres - not in a storm sense, but in a storm of protest sense, second, the EU Mercosur trade deal and whether this opens up internal strife within key EU institutions, and third, a very delayed-fused situation for sterling and gilts linked to Labour party politics in the UK. Also, the BoJ, whether FX vol is finally heating up and much more on the pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy Here's that link to that piece on the US and Europe not speaking the same structural language on the world order, indicative of the overall massive rift that remains despite not engaging in a trade showdown this week. For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

When it comes to understanding hospitality and organizational culture, nobody has a perspective quite like Will Guidara. As the author of Unreasonable Hospitality and co-producer on the award-winning FX series, The Bear, Guidara has championed a bold approach to hospitality, transformational leadership styles and organizational culture.  Listen to this episode of the HR Break Room® podcast to hear him discuss: unreasonable hospitality as a concept and how to bring it to your organization the importance of caring for people in your workforce consistency as an important ingredient for leadership leveraging digital technology for the benefit of organizational culture For anyone interested in a fresh, inspiring approach to culture, leadership and technology, make this episode a priority!

Geopolitical drama is back on the menu, and the futures options markets are feeling the heat. In this episode of This Week in Futures Options (TWIFO), Mark Longo breaks down a wild week where nearly every complex saw a volatility explosion. From potential trade wars to "Greenland drama," we explore how the tape is reacting at CME Group. On today's episode, we dive into: The Movers & Shakers Report The Volatility Spike: A look at the CVOL (CME Volatility Index) across the board. Why Treasury vol is roaring back to life (up 10 points) and Energy is pining the needle at 69.35. Natural Gas Mania: Nat Gas jumps a staggering 57% as the polar vortex hits. Metals & FX: Precious metals explode in both price and vol, while FX vol gains a full point on trade war chatter. The Dark Side: Bitcoin slides over 8%, leading the losers alongside Palladium and Copper. Equities: The Big Tech Rotation Nasdaq vs. Small Caps: We analyze the pronounced rotation out of large-cap tech and into small caps. Zero-DTE Action: A deep dive into the massive paper hitting the Nasdaq-100 (NQ), where 0-DTE contracts dominated 43% of the weekly flow. The March Skew: Why traders are paying a premium for March 24,000 puts in the Nasdaq and what it means for the next 60 days of market risk. Call Discounts: Is the 13.5% discount on March calls a buying opportunity or a warning sign? Market Intelligence Geopolitical Impact: How the "Greenland deal" headlines and Middle East tensions are impacting WTI and precious metals.

En este nueva crítica, analizamos sin spoilers la segunda temporada de Drops of God, la serie internacional de Apple TV+ que regresa con una propuesta más introspectiva, emocional y madura que su primera entrega. Después de resolver el conflicto principal que marcó la temporada anterior, Camille e Issei se enfrentan ahora a algo más complejo: su nueva realidad como hermanos y el peso de un legado que los sigue condicionando desde la sombra de su padre. A través de un misterioso vino que deben rastrear por todo el mundo, la serie se adentra en una reflexión sobre la identidad, la herencia emocional, el privilegio y la búsqueda de sentido. Un drama elegante y pausado que, lejos de repetirse, amplía su universo y ofrece nuevas capas de profundidad a sus protagonistas, con interpretaciones impecables de Fleur Geffrier y Tomohisa Yamashita. Si disfrutaste de la primera temporada, esta segunda te va a sorprender con un enfoque más adulto, visualmente impecable y emocionalmente sincero. Te contamos por qué Drops of God vuelve a ser una de las series más singulares del año.ESTRENO: 21 de ENERO 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 - 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

Another week, another mic check, and two more midling early 1986 films. These two celebrate their BIG 4-0's next week, but we're celebrating early because Ron has a vacation coming up and we don't want to deprive our beloved listeners of any episodes. Please remember to Rate, Like, and Subscribe; and we'll be back next week with F/X and HANNAH AND HER SISTERS.

Geopolitical drama is back on the menu, and the futures options markets are feeling the heat. In this episode of This Week in Futures Options (TWIFO), Mark Longo breaks down a wild week where nearly every complex saw a volatility explosion. From potential trade wars to "Greenland drama," we explore how the tape is reacting at CME Group. On today's episode, we dive into: The Movers & Shakers Report The Volatility Spike: A look at the CVOL (CME Volatility Index) across the board. Why Treasury vol is roaring back to life (up 10 points) and Energy is pining the needle at 69.35. Natural Gas Mania: Nat Gas jumps a staggering 57% as the polar vortex hits. Metals & FX: Precious metals explode in both price and vol, while FX vol gains a full point on trade war chatter. The Dark Side: Bitcoin slides over 8%, leading the losers alongside Palladium and Copper. Equities: The Big Tech Rotation Nasdaq vs. Small Caps: We analyze the pronounced rotation out of large-cap tech and into small caps. Zero-DTE Action: A deep dive into the massive paper hitting the Nasdaq-100 (NQ), where 0-DTE contracts dominated 43% of the weekly flow. The March Skew: Why traders are paying a premium for March 24,000 puts in the Nasdaq and what it means for the next 60 days of market risk. Call Discounts: Is the 13.5% discount on March calls a buying opportunity or a warning sign? Market Intelligence Geopolitical Impact: How the "Greenland deal" headlines and Middle East tensions are impacting WTI and precious metals.

[video available on Spotify] welcome back to advice session, a series here on anything goes where you send in your current dilemmas, or anything you want advice on, and i give you my unprofessional advice. today's topic is the pursuit of happiness. Learn more about Venmo Stash, visit http://www.venmo.com/stash-rewards  FX's The Beauty. Now Streaming | Hulu on Disney+. Learn more about your ad choices. Visit podcastchoices.com/adchoices

All eyes have been on President Trump's address at the World Economic Forum. Michael Zezas, our Deputy Global Head of Research, and Ariana Salvatore, our Head of Public Policy Research, talk about potential implications for policy and the U.S. outlook.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Deputy Global Head of Research for Morgan Stanley. Ariana Salvatore: And I'm Ariana Salvatore, Head of Public Policy Research. Michael Zezas: Today we're discussing our takeaways from President Trump's speech in Davos and what we think it means for investors. It's Wednesday, January 21st at 1pm in New York. Michael Zezas: So, Ariana, over the last couple of weeks, there's been a lot of news about policy proposals coming out of the U.S. and from President Trump around affordability, as well as some geopolitical events around the U.S. relationship with Europe. And investors really started looking towards President Trump's speech at Davos, which he gave earlier today, as a potential vehicle to learn more about what these things would actually mean and what it might mean for the economic outlook and markets. Ariana Salvatore: Yeah, that's right. I think specifically investors were looking for the President to focus on affordability proposals pertaining to housing and some commentary around Greenland. Remember last weekend, President Trump proposed a 10 percent tariff on some EU countries related to this topic specifically. So obviously that did feature in his speech. What did we learn and what do you think are the most important things for markets to know? Michael Zezas: So, maybe the most important headline we got was President Trump appearing to take off the table the use of force when it comes to an attempt to acquire Greenland. And that would seem to, therefore, take off the table the idea of a broader rupture in the U.S.-EU relationship. Both the security relationship vis-a-vis NATO, as well as the economic relationship which could have been ruptured with higher tariffs on both sides, anti coercion measures around trade, and that would be of obvious economic importance. Europe is obviously a major importer of U.S. goods. Not as big as Canada or Mexico, but still pretty significant. So, anything that would've created higher barriers between the two would've had meaningful economic consequences for the U.S. outlook. Ariana Salvatore: Yeah, that's right. And we've been saying that the bilateral trade framework agreement between the U.S. and the EU is actually pretty tenuous in nature, right? So, this doesn't yet have formal backing from the European Parliament. They, in fact, delayed a vote on this exact deal, kind of on the back of these Greenland headlines. So how are we thinking about, you know, what's been priced into markets and maybe what this could mean for something like the dollar going forward? Michael Zezas: Yeah, so it's important to point out that we're not out of the woods yet in terms of potential trade escalation on both sides around the Greenland issue. However, it seems like that bigger tail problem of a decoupling might have gone away. And so, what you saw in markets so far today was that some of the actions over the past, kind of, 24-48 hours with equity market weakness. You know, the S&P was down about 2 percent yesterday. The dollar was weaker. It seemed like more term premium was being baked into the U.S. Treasury market. A lot of that appears to be unwinding today. Said more simply, the idea of a kind of riskier investment environment for the U.S. is getting priced out. At least today, it's getting priced out. And it all makes sense when you think about if there was less of a relationship between the U.S. and Europe, there would be less demand for U.S. dollar holdings overseas. And that's the type of thing that should manifest in a weaker dollar and higher term premia, steeper yield curves for U.S. Treasuries. Ariana Salvatore: Yeah, and that dovetails really nicely with the work that we just put out with the FX team, kind of highlighting some of the policy factors as push factors for countries to move away from the dollar. We think that's happening marginally. We think it's not really a risk in the immediate term, but some of these policy drivers can actually create dollar weakness over the medium to longer term. Michael Zezas: Of course, to the extent that we get news that this is a head fake and that tensions are re-escalating, you'd expect some of those trades to start pushing markets back in the other direction again. Now, President Trump also talked quite a bit about domestic policy, largely about affordability, and some of the policy proposals he's put forward over the last couple of weeks. Was there any new details that you heard that you think are meaningful for investors? Ariana Salvatore: So, the short version is nothing really new, and the reality is that a lot of housing policy in particular is actually out of the hands of the executive. And even if you do see congressional action here, it's likely to be marginal. A lot of housing policy is done at the state level, and even bipartisan efforts to address both the demand and the supply sides of the equation have faced some resistance in Congress. That doesn't mean they can't reemerge. But we would need to see a very large decline in the mortgage rate to get noticeable effects on economic indicators like GDP, inflation and employment. And in terms of what this means for the housing outlook, the programs talked about so far should push sales marginally higher but have little impact on our expectations for our home prices. Now it's important to note that the president didn't spend that much time of the speech talking about housing affordability proposals, as was telegraphed ahead of time. And since that, the head of the NEC Kevin Hassett has said they plan to announce more details on housing in the coming days. Michael Zezas: Got it. So, on the two pieces here that investors have really focused on, which are capping institutional ownership of single-family homes and potentially capping interest rates on credit cards, it sounded like the president talked about he would go to Congress for authorization on those things.Is that right? And if so, how plausible is it that Congress could actually deliver those authorities? Ariana Salvatore: So, here's where I think it's really critical to understand the role that Congress has to play in all of these policy initiatives. So, there are not only political constraints, but there are also procedural ones. If we were to see Republicans kind of push for this 10 percent cap, for example, that likely would have to go through the reconciliation process. And that process, as we know, comes with a number of limitations because something like a 10 percent cap wouldn't have much of an impact on the federal budget in terms of revenues or outlays. We think it's most likely not going to be permissible under that framework. So, understanding that the first filter here is Congress, and the second filter is these procedural limitations that exist in and of themselves is really important context for understanding the president's proposals on housing.Michael Zezas: So, is it fair to say the starting point is that we think Congress is unlikely to act on these things? And what would you have to see that might make you think differently? Ariana Salvatore: I think where we're looking for signals from Republican leadership in Congress – because as of right now, it's been our thinking that a second reconciliation bill ahead of the midterm elections is not feasible. It's too difficult politically, it takes a lot of time, but if you see enough of a push from the president, we do think that can start to become feasible. Again, we have to keep in mind these procedural limitations and where the rest of the party falls on these issues. But I think they're possible if the administration pushes hard enough for them.Michael Zezas: Got it. So, even though we don't think it's likely, we obviously want to prepare in case that happens. When it comes to housing, it seems like our team has said institutional ownership of single-family housing is quite low, 1 percent or less. And so, restrictions there wouldn't necessarily change the game on home prices. What about the 10 percent cap on credit card interests? What are the broader ramifications that our colleagues see? Ariana Salvatore: Yeah, so I'd say generally speaking, when it comes to consumer credit affordability policies, our strategists think that these could actually translate to a benefit for consumer ABS performance because they tend to be a tailwind for a consumer that's struggled with rising delinquencies and defaults post-COVID, right? However, there are some specific proposals like this cap on credit cards, and that's likely going to have a negative consequence because it's going to limit credit access for consumers, especially for those carrying a balance. So, probably a little bit counterintuitive to the overall affordability agenda that the administration's trying to go for. Michael Zezas: So, lots of interesting stuff coming out of the speech. Lots of things we have to track over the next few weeks and months. It certainly doesn't seem like it's going to be a boring year two of the Trump term for investors. Ariana Salvatore: Certainly not, and not for us either. Michael Zezas: Well, Ariana, thanks for finding the time to talk. Ariana Salvatore: Great speaking with you, Mike. Michael Zezas: And as a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen. And share Thoughts on the Market with a friend or colleague today.

Marbella. Expediente Judicial retoma la historia del carismático abogado César Beltrán, pero esta vez desde un ángulo diferente y mucho más institucional: el de la fiscalía antidroga. En esta segunda temporada, la serie cambia el foco para adentrarse en la maquinaria judicial que intenta hacer frente al narcotráfico en la Costa del Sol. Con la incorporación de Natalia de Molina como Carmen Leal, una fiscal determinada y tenaz, la ficción gana en profundidad, tensión y verosimilitud. Dani de la Torre y Alberto Marini apuestan por mantener el ritmo vibrante y el acabado visual impecable que ya vimos en la primera entrega, pero añadiendo ahora una capa más realista y crítica sobre cómo funciona (o no funciona) el sistema judicial. Una temporada que no busca romper moldes, pero sí afianzarse como una apuesta sólida, elegante y muy bien escrita dentro del thriller español contemporáneo. Y como siempre en Razones para Ver Express, esta crítica es sin spoilers, para que podáis disfrutar la serie sin destripes de ningún tipo. 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 - 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

This episode is brought to you by Blue Chew. Save 10% off your first month with Promo Code: FITZDOG at BlueChew.com Fellow journeyman and long time friend Jay Mohr and I write some bits for Carrot Top and discuss our dads. Check out Mohr Stories: https://www.youtube.com/@UCsCZ5e_UlxeuHXofus5qxnA Subscribe to Greg Fitzsimmons: https://bit.ly/subGregFitz FitzDog Radio is produced by Gotham Production Studios and part of The Gotham Network. Follow Greg Fitzsimmons: Facebook: https://facebook.com/FitzdogRadio Instagram: https://instagram.com/gregfitzsimmons Twitter: https://twitter.com/gregfitzshow Official Website: http://gregfitzsimmons.com Tour Dates: https://bit.ly/GregFitzTour Merch: https://bit.ly/GregFitzMerch “Dear Mrs. Fitzsimmons” Book: https://amzn.to/2Z2bB82 “Life on Stage” Comedy Special: https://bit.ly/GregFitzSpecial Listen to Greg Fitzsimmons: Fitzdog Radio: https://bit.ly/FitzdogRadio Sunday Papers: http://bit.ly/SundayPapersPod Childish: http://childishpod.com Watch more Greg Fitzsimmons: Latest Uploads: https://bit.ly/latestGregFitz Fitzdog Radio: https://bit.ly/radioGregFitz Sunday Papers: https://bit.ly/sundayGregFitz Stand Up Comedy: https://bit.ly/comedyGregFitz Popular Videos: https://bit.ly/popGregFitz About Greg Fitzsimmons: Mixing an incisive wit with scathing sarcasm, Greg Fitzsimmons is an accomplished stand-up, an Emmy Award winning writer, and a host on TV, radio and his own podcasts. Greg is host of the popular “FitzDog Radio” podcast (https://bit.ly/FitzdogRadio), as well as “Sunday Papers” with co-host Mike Gibbons (http://bit.ly/SundayPapersPod) and “Childish” with co-host Alison Rosen (http://childishpod.com). A regular with Conan O'Brien and Jimmy Kimmel, Greg also frequents “The Joe Rogan Experience,” “Lights Out with David Spade,” and has made more than 50 visits to “The Howard Stern Show.” Howard gave Greg his own show on Sirius/XM which lasted more than 10 years. Greg's one-hour standup special, “Life On Stage,” was named a Top 10 Comedy Release by LA Weekly. The special premiered on Comedy Central and is now available on Amazon Prime, as a DVD, or a download (https://bit.ly/GregFitzSpecial). Greg's 2011 book, Dear Mrs. Fitzsimmons (https://amzn.to/2Z2bB82), climbed the best-seller charts and garnered outstanding reviews from NPR and Vanity Fair. Greg appeared in the Netflix series “Santa Clarita Diet,” the Emmy-winning FX series “Louie,” spent five years as a panelist on VH1's “Best Week Ever,” was a reoccurring panelist on “Chelsea Lately,” and starred in two half-hour stand-up specials on Comedy Central. Greg wrote and appeared on the Judd Apatow HBO series “Crashing.” Writing credits include HBO's “Lucky Louie,” “Cedric the Entertainer Presents,” “Politically Incorrect with Bill Maher,” “The Man Show” and many others. On his mantle beside the four Daytime Emmys he won as a writer and producer on “The Ellen DeGeneres Show” sit “The Jury Award for Best Comedian” from The HBO Comedy Arts Festival and a Cable Ace Award for hosting the MTV game show "Idiot Savants." Learn more about your ad choices. Visit megaphone.fm/adchoices

Tune in for an insightful episode where Marina Franklin discusses black men's health, comedy, and the power of community with guests Guy Torry and Nonye Brown-West. Guy Torry is an actor and comedian known for his role in the film American History X and as the creator of the acclaimed docuseries Phat Tuesdays: The Era of Hip Hop Comedy.  Nonye Brown-West is a New York-based Nigerian-American comedian and writer. She has been featured in the Boston Globe's Rise column as a Comic to Watch. She has also appeared on Amazon, NPR, PBS, ABC, Sway In The Morning on Sirius XM, and the New York Comedy Festival. Check her schedule on nonyecomedy.com or Instagram to see when she's coming to a city near you. 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      

In this episode, Chris Maurice, Co-founder & CEO of Yellow Card, joins us to explore how compliant crypto rails are reshaping everyday money movement across Africa. We dig into stablecoins as practical financial tools, the regulatory groundwork that makes them usable, and what it takes to build a pan-African fintech that can withstand FX volatility, fragmented payment systems, and shifting policy environments. -- Quadrillions brings together the voices defining the next era of finance. From institutional rails to stablecoins and privacy, the series dives into how traditional markets, crypto innovation, and regulatory frameworks are converging to bring the full force of capital markets onchain. Join hosts Jason Yanowitz, Yuval Rooz, and Eric Saraniecki for deep dives with special guests Shaul Kfir, Don Wilson, Mike Belshe, Justin Peterson, Acting Chair Caroline Pham, Eli Ben-Sasson, and more. Produced by Blockworks and Canton Network. For more information, check out https://quadrillionspod.com/ -- Follow Canton: https://x.com/CantonNetwork Follow Yellow Card: https://x.com/YellowCard_App Follow Chris: https://x.com/chrismaurice Follow Eric: https://x.com/wesarn_real Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Timestamps: (0:00) Introduction (2:02) Crypto Adoption Worldwide (6:24) What's Blocking Dollar Demand? (9:28) Canton's Focus on Emerging Markets (12:39) Infrastructure Challenges (15:46) The Role of Stablecoins (19:23) L1 Activity and Self-Custody Trends (25:04) FX Challenges (37:15) Regulations in Africa (41:37) Emerging Markets in Crypto -- Disclaimer: “Quadrillions” is a mini-series produced by Blockworks, and is sponsored by Canton Network. Nothing on this show is a recommendation to buy or sell securities or tokens. It's for informational purposes only, and the views expressed by anyone on the show are solely their opinions, not financial advice or necessarily the views of Blockworks. Our hosts, guests, and the Blockworks team may hold positions in companies, funds, or projects discussed, including those related to Canton Network.

2026-01-21 | UPDATES #110 | Russia is burning through its gold — is this a sign that Putin's war economy is getting desperate? The easy money is running out – from hydrocarbons, minerals, from the sovereign wealth fund and from strategic reserves. Now Putin must dig deeper to fuel his war mania and lust for conquest – appropriation of businesses, default on financial commitments to the poor and marginalised, and sell off Russia's strategic assets – such as its gold reserves. The Kremlin has started to pawn the crown jewels of its economy, and that signal not only desperation, but the beginning of the end for Putin's vicious regime. ----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------SOURCES: Reuters — oil & gas budget revenue expected to drop 46% y/y in January (Jan 19, 2026). The Moscow Times — record pace NWF sales; NWF gold down to ~173 tons by Dec 1, 2025 (Jan 16, 2026). The Moscow Times — early-year budget deficit risk; MMI warning on possible exhaustion of liquid assets (Jan 21, 2026). Reuters — central bank: NWF-linked net sales of FX and gold throughout 2025 (Nov 19, 2025 background). Reuters — central bank cuts FX sales from 2026 (Dec 26, 2025 background). Bloomberg (via secondary mirrors) — value of Russia's gold holdings up sharply since 2022 (Jan 20, 2026). Reuters — gold at/near records; context on the gold rally (Jan 20, 2026). Atlantic Council — analysis on militarization and NWF depletion as a “lost buffer” forcing trade-offs (Dec 12, 2025 background). ----------SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGN Events in 2025 - Advocacy for a Ukrainian victory with Silicon Curtainhttps://buymeacoffee.com/siliconcurtain/extrasOur events of the first half of the year in Lviv, Kyiv and Odesa were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. Any support you can provide for the fundraising campaign would be gratefully appreciated. https://buymeacoffee.com/siliconcurtain/extras----------

Ryan Murphy vuelve a hacer de las suyas en The Beauty, su nueva serie para FX y Disney+ que mezcla sátira social, thriller de acción y body horror en una historia sobre una droga que promete belleza perfecta… pero con consecuencias explosivas. En esta nueva crítica analizamos sin spoilers los primeros episodios de una ficción tan desbordante como provocadora, donde la estética lo es todo y el mensaje… bueno, a veces se pierde entre tanta carne quemada y explosiones estilizadas. Con un reparto encabezado por Evan Peters, Rebecca Hall, Anthony Ramos, Jeremy Pope y un sorprendente Ashton Kutcher, The Beauty nos lanza de lleno a un mundo donde la obsesión por el cuerpo perfecto se convierte en una pesadilla literal. ¿Es esta serie una crítica afilada al culto a la imagen o simplemente un entretenimiento grotesco y visualmente adictivo? ¿Se toma en serio o es puro show? ¿Y hasta qué punto se puede satirizar algo sin convertirse en parte del mismo problema? Durante estos minutos, hablaremos del enfoque narrativo, sus mejores episodios, los altibajos del guion, el impacto visual y las interpretaciones del reparto. También comentaremos cómo la serie recuerda a otros trabajos del propio Murphy y por qué, a pesar de sus excesos (o gracias a ellos), resulta tan difícil apartar la mirada. ¿Os enganchará? ¿O terminaréis explotando como sus protagonistas? Sea como sea, os lo contamos aquí, en Fuera de Series. #thebeauty #thebeautyfx #ryanmurphy 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 - 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

¿Qué harías si un grupo de ladrones armados entra en tu oficina y te obliga a mover miles de millones? Steal, el nuevo thriller de Prime Video, arranca con un atraco brutal en el corazón del distrito financiero de Londres… y lo que parece un simple robo se convierte en una red de secretos, conspiraciones y traiciones que van mucho más allá del dinero. Sophie Turner brilla como Zara, una trabajadora de oficina con resaca crónica y poca motivación que se ve arrastrada a una investigación donde nada es lo que parece. ¿Está involucrada? ¿O solo fue la pieza equivocada en el lugar equivocado? En esta crítica, sin spoilers, os contamos qué tal está la serie, qué funciona (y qué no), y por qué Steal es una de esas que te ves del tirón aunque no te lo hayas planeado. 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 - 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

In this deeply personal episode of the AART Podcast, host Chris Stafford sits down with acclaimed American film editor Jazzy Kettenacker for an intimate conversation about life, identity, and a career shaped by storytelling. Rather than focusing on technical process, this episode explores the human journey behind the edit — the experiences, values, and turning points that have defined Jazzy's path in film and beyond. Jazzy Kettenacker reflects on growing up with a creative instinct, discovering film as a way to make sense of the world, and how editing became not just a profession but a way of thinking and living. She speaks candidly about navigating the film industry, finding her voice as an artist, and the emotional intelligence required to shape stories that resonate. This is a conversation about resilience, intuition, and the unseen labor that gives films their emotional rhythm. Throughout the episode, Jazzy opens up about the realities of sustaining a creative life — the doubts, the breakthroughs, and the personal evolution that comes with long-term artistic work. Her story highlights the importance of trust, collaboration, and empathy, revealing how an editor's sensibility is deeply intertwined with who they are as a person. The AART Podcast is known for thoughtful, biographical conversations with artists across disciplines, and this episode is no exception. Chris guides the discussion with warmth and curiosity, creating space for reflection on creativity, identity, and what it truly means to build a life in the arts. Whether you're a filmmaker, artist, or simply someone interested in honest creative journeys, this episode offers rare insight into the inner life of a film editor whose work — and perspective — is shaped by lived experience.BIOJazzy Kettenacker, a St. Louis native and full-time Editor at BSS Outpost, is known for her dynamic editing style and relentless work ethic. A Hollins University graduate and Premiere Pro wiz, she's collaborated with top brands like The North Face, Disney+, MLS, Rolling Stone, Under Armour, Pepsi, and FX. Jazzy's dedication to creative excellence drives her to push boundaries and redefine cinematic storytelling.  Born in 199 in Columbia, MI, Jazzy is the only child of Donna Garrett, a lieutenant for the St. Louis Police Department, and Lynn Hard, a retired Home School Communicator.  She attended Compton-Drew Middle School, Webster Groves High School and Hollins University—an all women's University in Roanoke, VA. Her love for film and the process of filmmaking that she learned in college guided her to a career that began behind the camera before she realized the magic for her was to be found in the edit suite. With experience across the genres, Jazzy has now found her metier in documentary film.Keywords:Jazzy Kettenacker, Jazzy Kettenacker film editor, American film editor, film editing career, women in film, film industry stories, creative life podcast, artist biography podcast, AART Podcast, Chris Stafford podcast, film editor interview, life in film, creative identity, storytelling in cinema, behind the scenes film, artist conversations, biographical podcast, independent film voicesHost: Chris StaffordProduced by Hollowell StudiosFollow @theaartpodcast on InstagramAART on FacebookEmail: theaartpodcast@gmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/aart--5814675/support.A Hollowell Studios ProductionInstagram: @theaartpodcast Email: hollowellstudios@gmail.com© Copyright: Chris Stafford | Hollowell StudiosAll Rights Reserved

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The Good Guys slide on some ice skates and forget they have amnesia. The one where The Good Guys watch ⁠⁠The Long Kiss Goodnight.-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  - -Ham On Rye -Ice Skate Uphill -Bullseye -⁠ -⁠⁠ -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  -

Could this be the new direction for FX integration? Budge, Lee and Alex chat this week about the guitariest guitar news on this week on the Fret Talk Podcast. For as little as $2 you can be part of the exclusive patreon crew, just visit www.patreon.com/frettlakCheck out our sponsor at www.affordaboard.co.uk for some of the coolest affordable pedals at great prices. Offering brands such as Caline, 4D, Mosky, DemonFX, JSA Effects and Joyo, all ready to ship with free shipping to the UK (international shipping available too, just message for a quote).Don't forget to have your online on the Fret Talk Podcast group on Facebookhttps://www.facebook.com/groups/690366661155328/?ref=bookmarkssayand join in with the live streams at the PBOD Grouphttps://www.facebook.com/groups/64533347864/Find your host at:BudgetPedalChapwww.Facebook.com/budgetpedalchapwww.Instagram.com/budgetpedalchaphttps://www.youtube.com/budgetpedalchapor search ‘budget pedal chap' on YouTubeMattwww.Facebook.com/SwitchIOMwww.twitch.tv/heel_mattqwww.twitter.com/heel_mattqwww.instagram.com/heel_mattqLeehttps://www.facebook.com/groups/64533347864/www.pbodoom.comwww.youtube.com/pedalboardsofdoomJoshwww.instagram.com/thecoronamortisWillhttp://www.arocketcomplex.com/www.youtube.com/user/ARocketComplexwww.instagram.com/arcwillpowell/Olliewww.Facebook.com/OllieMilesMusic

Subscribe to Greg Fitzsimmons: https://bit.ly/subGregFitz Mike Recaps writing for the Golden Globes, Trump sets his sights on Greenland and Pamela Anderson is mad at Seth Rogen. Thanks to our sponsor: BlueChew.com Promo Code PAPERS for 10% off first month. Sunday Papers t-shirts available at http://FITZDOG.COM Get the Sunday Papers coozie: Venmo: @gibbonstime $10 In the venmo notes, put your name and address Follow Greg Fitzsimmons: Facebook: https://facebook.com/FitzdogRadio Instagram: https://instagram.com/gregfitzsimmons Twitter: https://twitter.com/gregfitzshow Official Website: http://gregfitzsimmons.com Tour Dates: https://bit.ly/GregFitzTour Merch: https://bit.ly/GregFitzMerch “Dear Mrs. Fitzsimmons” Book: https://amzn.to/2Z2bB82 “Life on Stage” Comedy Special: https://bit.ly/GregFitzSpecial Listen to Greg Fitzsimmons: Fitzdog Radio: https://bit.ly/FitzdogRadio Sunday Papers: http://bit.ly/SundayPapersPod Childish: http://childishpod.com Watch more Greg Fitzsimmons: Latest Uploads: https://bit.ly/latestGregFitz Fitzdog Radio: https://bit.ly/radioGregFitz Sunday Papers: https://bit.ly/sundayGregFitz Stand Up Comedy: https://bit.ly/comedyGregFitz Popular Videos: https://bit.ly/popGregFitz About Greg Fitzsimmons: Mixing an incisive wit with scathing sarcasm, Greg Fitzsimmons is an accomplished stand-up, an Emmy Award winning writer, and a host on TV, radio and his own podcasts. Greg is host of the popular “FitzDog Radio” podcast (https://bit.ly/FitzdogRadio), as well as “Sunday Papers” with co-host Mike Gibbons (http://bit.ly/SundayPapersPod) and “Childish” with co-host Alison Rosen (http://childishpod.com). A regular with Conan O'Brien and Jimmy Kimmel, Greg also frequents “The Joe Rogan Experience,” “Lights Out with David Spade,” and has made more than 50 visits to “The Howard Stern Show.” Howard gave Greg his own show on Sirius/XM which lasted more than 10 years. Greg's one-hour standup special, “Life On Stage,” was named a Top 10 Comedy Release by LA Weekly. The special premiered on Comedy Central and is now available on Amazon Prime, as a DVD, or a download (https://bit.ly/GregFitzSpecial). Greg's 2011 book, Dear Mrs. Fitzsimmons (https://amzn.to/2Z2bB82), climbed the best-seller charts and garnered outstanding reviews from NPR and Vanity Fair. Greg appeared in the Netflix series “Santa Clarita Diet,” the Emmy-winning FX series “Louie,” spent five years as a panelist on VH1's “Best Week Ever,” was a reoccurring panelist on “Chelsea Lately,” and starred in two half-hour stand-up specials on Comedy Central. Greg wrote and appeared on the Judd Apatow HBO series “Crashing.” Writing credits include HBO's “Lucky Louie,” “Cedric the Entertainer Presents,” “Politically Incorrect with Bill Maher,” “The Man Show” and many others. On his mantle beside the four Daytime Emmys he won as a writer and producer on “The Ellen DeGeneres Show” sit “The Jury Award for Best Comedian” from The HBO Comedy Arts Festival and a Cable Ace Award for hosting the MTV game show "Idiot Savants." Learn more about your ad choices. Visit megaphone.fm/adchoices

Desde la senda de un caballero errante, en Poniente, 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: Grantchester / Marbella Jorge: Machos Alfa C.J.: Industry / Drummeo ¡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 Learn more about your ad choices. Visit megaphone.fm/adchoices

En este nuevo Razones Para Ver, os traemos un análisis sin spoilers de A Knight of the Seven Kingdoms (El Caballero de los Siete Reinos) , la nueva entrega del universo Juego de Tronos que se desmarca de lo épico y lo grandilocuente para presentarnos una historia más contenida, entrañable y con un enfoque completamente diferente. Ambientada unos 90 años antes de los eventos de la serie original, esta precuela sigue a Ser Duncan el Alto y su escudero Egg en una aventura mucho más humana y cercana, que mezcla humor, ternura y un punto de irreverencia nada habitual en Poniente. A lo largo del programa, repasamos qué hace especial a esta serie, por qué funciona tan bien dentro de su modestia y qué aporta al universo creado por George R.R. Martin. También comenta cómo el cambio de tono —incluyendo momentos cómicos inesperados, como el uso de jazz en uno de los episodios— refresca la franquicia y abre nuevas posibilidades narrativas. ESTRENO: 19 de ENERO 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 - 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

Right in the thick of awards season, Jim Hill and Drew Taylor sit down to read the tea leaves on this year's animation race while also digging into a pivotal - and often misunderstood - moment in Disney animation history. From Annie Award trends and box office signals to Don Bluth's garage-era rebellion, this episode covers how a shortage of effects animation talent helped spark one of the biggest talent walkouts the studio ever faced. NEWS • Why KPop Demon Hunters and Pixar's Elio leading the Annie nominations could matter as Academy voting begins • The third Avatar film dominates the box office again as Zootopia 2 closes in on Lion King-level numbers • GKIDS picks up Shaun the Sheep: The Beast of Mossy Bottom for a Halloween release • Remembering composer Guy Moon and his legacy across The Fairly OddParents, Danny Phantom, and more FEATURE • How shrinking FX animation departments in the 1970s quietly changed Disney's films • Why Don Bluth created Banjo the Woodpile Cat as a “training exercise pretending to be a movie” • Ron Miller's rejection of Banjo and how that decision helped trigger Bluth's mass exit from Disney • The ripple effects that delayed The Fox and the Hound, reshaped the studio, and helped set the stage for Disney's 1980s reboot HOSTS • Jim Hill - IG: @JimHillMedia | X: @JimHillMedia | Website: JimHillMedia.com • Drew Taylor - IG: @drewtailored | X: @DrewTailored | Website: drewtaylor.work FOLLOW • Facebook: JimHillMediaNews • Instagram: JimHillMedia • TikTok: JimHillMedia SUPPORT Support the show and access bonus episodes and additional content at Patreon.com/JimHillMedia. PRODUCTION CREDITS Edited by Dave Grey Produced by Eric Hersey - Strong Minded Agency SPONSOR This episode is sponsored by Unlocked Magic. Save on Walt Disney World and Universal Orlando tickets - sometimes up to 12 percent off - at UnlockedMagic.com. When you book, please let them know Drew and Jim sent you. If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Right in the thick of awards season, Jim Hill and Drew Taylor sit down to read the tea leaves on this year's animation race while also digging into a pivotal - and often misunderstood - moment in Disney animation history. From Annie Award trends and box office signals to Don Bluth's garage-era rebellion, this episode covers how a shortage of effects animation talent helped spark one of the biggest talent walkouts the studio ever faced. NEWS • Why KPop Demon Hunters and Pixar's Elio leading the Annie nominations could matter as Academy voting begins • The third Avatar film dominates the box office again as Zootopia 2 closes in on Lion King-level numbers • GKIDS picks up Shaun the Sheep: The Beast of Mossy Bottom for a Halloween release • Remembering composer Guy Moon and his legacy across The Fairly OddParents, Danny Phantom, and more FEATURE • How shrinking FX animation departments in the 1970s quietly changed Disney's films • Why Don Bluth created Banjo the Woodpile Cat as a “training exercise pretending to be a movie” • Ron Miller's rejection of Banjo and how that decision helped trigger Bluth's mass exit from Disney • The ripple effects that delayed The Fox and the Hound, reshaped the studio, and helped set the stage for Disney's 1980s reboot HOSTS • Jim Hill - IG: @JimHillMedia | X: @JimHillMedia | Website: JimHillMedia.com • Drew Taylor - IG: @drewtailored | X: @DrewTailored | Website: drewtaylor.work FOLLOW • Facebook: JimHillMediaNews • Instagram: JimHillMedia • TikTok: JimHillMedia SUPPORT Support the show and access bonus episodes and additional content at Patreon.com/JimHillMedia. PRODUCTION CREDITS Edited by Dave Grey Produced by Eric Hersey - Strong Minded Agency SPONSOR This episode is sponsored by Unlocked Magic. Save on Walt Disney World and Universal Orlando tickets - sometimes up to 12 percent off - at UnlockedMagic.com. When you book, please let them know Drew and Jim sent you. If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when you're tasked with building an entire treasury function from scratch - under the pressure of a corporate spin-off and the uncertainty of a global crisis?In this episode, Tom Gilliam takes us inside the high-stakes challenge of launching Haleon's treasury team and the strategic thinking that made it a success.Tom Gilliam is Vice President of Corporate Finance, Treasury at Haleon, a global consumer health company with trusted brands used by consumers worldwide. Tom has built his career across audit, investment banking, and corporate treasury roles at large multinational organisations, giving him a unique perspective on risk management, capital markets, and leadership in complex environments.In this conversation, Tom shares the behind-the-scenes reality of separating a major consumer health business from its parent company and creating a standalone treasury function from the ground up. He reflects on how his career experiences prepared him for the role, why strategic clarity mattered more than speed, and how recruitment, culture, and collaboration were critical to navigating change.The episode offers a candid look at what it really takes to build a modern treasury team that can support long-term business objectives.What We Cover in This Episode:How Tom's early career in audit and banking shaped his approach to treasury.Why returning from banking to corporate treasury was a pivotal career move.The challenges of managing FX risk in emerging markets.How treasury can create real business value through risk management and capital structure decisions.What it takes to build a treasury function for a newly independent business.How to recruit and structure a treasury team during periods of significant change.Why adaptability and comfort with uncertainty are critical traits in treasury professionals.The importance of internal relationships and trust across finance and the wider business.How treasury's role has evolved into a more strategic business partner.Practical lessons for treasury professionals at all stages of their careers.You can connect with Tom Gilliam on LinkedIn.---

La serie más infravalorada de HBO vuelve con su mejor temporada hasta la fecha: más oscura, más intensa y más política. Harper y Yasmin están en lados opuestos, el poder se reparte a codazos, y el nuevo villano no da respiro. ¿Qué pasa cuando los jóvenes que antes sobrevivían al sistema... ahora lo controlan? Si te gustó Succession, Euphoria o Billions, esta cuarta temporada de Industry te va a enganchar desde el primer minuto. Aquí no hay espacio para la inocencia, solo para sobrevivir en un mundo donde todo —y todos— están en venta.

Cooper and Nolan are starting 2026 off with a bang this week, when they finally discuss KILLER CONDOM! This virtually indescribable German horror/comedy is one that the guys have been wanting to cover for a while based purely on the title and subject matter, and it did NOT disappoint. Between hilarious POV shots, absurd practical FX, and a never-ending parade of bizarre characters, costumes, and sets, you'd be forgiven for thinking this movie was all some crazy dream.  And maybe it was, but that doesn't mean it can't reveal something about life, love, and the pursuit of happiness. So get your rubber ready; this episode (featuring a beer from the Tooth and Nail Brewing Company) is one you'll definitely want to sink your teeth into.

Desde el año nuevo, en 2026, California… C.J. Navas, Jorge y Don Carlos hacen su tradicional Top! de las series que más esperan en este año que comienza. NUESTROS TOPS Don Carlos: 10.- Ardora / Matar un oso / Celeste T2 (Movistar) 9.- Salvador / Animal (2) (Netflix) 8.- El homenaje (Sky) 7.- Los testamentos (Disney) 6.- Widows Bay (Apple) 5.- El Joven Sherlock (Amazon) 4.- La casa del dragón T3 / El caballero de los 7 reinos (HBO) 3.- Blade Runner 2099 (Amazon) 2.- Star Trek: Starfleet Academy 1.- The Pitt T2 (HBO) Jorge: 10.- A Knight Of The Seven Kingdoms 9.- Drops of God T2 8.- Ted Lasso T4 7.- Hacks T5 6.- Terapia sin Filtro T3 5.- Dune: La profecía T2 4.- Silo T3 3.- La Casa del Dragón T3 2.- Star Trek: Starfleet Academy y Star Trek: SNW 1.- Los Anillos de Poder T3 CJ: 10.- Under Salt Marsh 9.- Blade Runner 2099 8.- Scarpetta 7.- Lanterns 6.- Ardora 5.- DTF St. Louis 4.- Spider-Noir 3.- Matar a un oso 2.- El Vampiro Lestat 1.- Bosch: Start of Watch Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Decoding TV podcast, David and Patrick discuss what's going on in the world of TV, then dive into the season 2 premiere of The Pitt and season 2 episode 4 of Fallout.Was there a secret final episode of Stranger Things all along? How's the new CBS Evening News broadcast going these days? And who do we think will win the very first Legacy Award Emmy? Listen to hear us discuss all these topics and more.Homework for next week:The Pitt Season 2 Episode 2 (HBO Max)Fallout Season 2 Episode 5 (Prime Video)Shownotes:03:04 - TV News‘Stranger Things 5' Becomes Netflix's No. 9 Most Popular English-Language Series of All Time With 105.7 Million Views So FarThe Pitt renewed for Season 3‘The Lowdown' Renewed for Season 2 at FX and HuluEmmys announce Legacy AwardTony Dokoupil's ‘CBS Evening News' Debut Included a Big Flub, but You Won't See It on Streaming — Here's Why29:38 - Stranger Things season 5 finale discussionConformity Gate46:15 The Pitt Season 2Episode 1 - 7:00 A.M.1:53:40 - Fallout Season 2Episode 4 - The Demon in the SnowLinks:Check out Sarah Marrs' work at Lainey GossipListen to Patrick's videogame podcast, Remap RadioSubscribe to Patrick's newsletter, CrossplaySubscribe to this podcast on YouTubeFollow this podcast on InstagramFollow this podcast on TiktokSubscribe to David's free newsletter, Decoding EverythingFollow David on InstagramFollow David on Tiktok Hosted on Acast. See acast.com/privacy for more information.

Rich reacts to the Miami Hurricanes thrilling win over Ole Miss to advance to the College Football Playoff championship game, to be played in the ‘Canes' home stadium. Ashton Kutcher joins Rich in-studio to promote his new ‘The Beauty' FX series, reveals the level of anxiousness he has heading in to his beloved Chicago Bears' Wild Card game against their NFC North rival Green Bay Packers, debates if he'll watch the game live or appease his wife, Mila Kunis, by attending the Golden Globes with her instead, and shares some great stories about his days producing MTV's ‘Punk'd.' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Rollie Tyler (Bryan Brown) is a special effects man working on low budget movies in New York City when one day, the FBI suddenly comes calling and they have a unique assignment for him.  They would like for him to stage the fake murder of a mobster (Jerry Orbach) whom they recently arrested and will make a witness.  So Rollie takes on this assignment and everything goes as planned.....or DOES it? :o Suddenly the Feds are after HIM and the NYPD is on the trail too lead by Detective Leo McCarthy (Brian Dennehy).  And what results is a fun cat-and-mouse thriller with Rollie trying to evade the bad guys with his own unique bag of special effects tricks!  Directed by Robert Mandel (School Ties, The Substitute), this grew into a well-liked cult hit in the '80's eventually spawning both a sequel and inspiring a TV series of the same name. Host: Geoff GershonEdited By Ella GershonProducer: Marlene Gershon  Send us a textSupport the showhttps://livingforthecinema.com/Facebook:https://www.facebook.com/Living-for-the-Cinema-Podcast-101167838847578Instagram:https://www.instagram.com/livingforthecinema/Letterboxd:https://letterboxd.com/Living4Cinema/

Today, the weak tech, strong broad market theme deepens as we wonder what is driving it. Also, geopolitical developments are coming quick and heavy, with the situation in Iran looking especially impactful from here if the regime is overturned. Elsewhere, a focus on the US dollar today on the US jobs report and whether nearly-dead FX can wake up if macro trades are revived in its wake. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. John's The FX Trader from today. For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Forget speculation, what if DeFi could be the safest place to save?In this episode, I chat with Manny and Jamie, the founders of Blend, a DeFi savings platform focused on long-term wealth preservation and capital protection. They bring serious credentials, having worked on major crypto infrastructure like UMA and Across—and now they're building what they call the “global savings layer” for everyone, regardless of passport or currency.We dive deep into why DeFi's next big leap isn't about trading or yield farming, but offering real, safe financial tools to a global user base. From personalized FX hedging to cookie-jar level account isolation, Blend is rethinking everything about on-chain finance—and making it accessible even to your non-crypto friends.Whether you're a DeFi power user or just getting started, this episode will expand your view of what's possible in crypto today.

Analizamos sin spoilers la segunda temporada de The Pitt, la serie médica de HBO Max que se aleja del melodrama para apostar por el realismo más crudo y absorbente. Con nuevos personajes, tensiones dentro del equipo y situaciones límite en cada esquina del hospital, la serie regresa más intensa que nunca. Una serie que no necesita artificios para engancharte y que te sumerge de lleno en un turno de urgencias donde todo puede salir mal… o salir bien, pero por los pelos. SINOPSIS: THE PITT es un análisis realista de los retos a los que se enfrentan los trabajadores sanitarios en la América actual, visto a través de la lente de los héroes de primera línea que trabajan en un hospital moderno de Pittsburgh. ESTRENO: 9 de Enero en HBO Max 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 - 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

The Good Guys put on some masks and have a ball... or two. The one where The Good Guys watch ⁠Eyes Wide Shut.-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  - -Eyes Wide Shove It -Nikki The Kid -Crit Shot -⁠ -⁠⁠ -Featured background music playlist:  Ad Infinitum, Data, Mantra, Symbolic, Vintage, and Arcadia  by  White Bat Audio  -Background music for POP Quiz and Trailer is In Search Of Sanity 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  -

For someone who's done a lot of horror movies, Rebecca Hall admits she's a bit squeamish. That, however, didn't stop her from taking on a role in the newest body horror series, The Beauty, which is set to premiere January 21st on FX.Rebecca first learned of the series when she grabbed breakfast at Buvette in the West Village with Ryan Murphy (who created the show Matthew Hodgson) who enticed her with three things: a fun premise (an STD that makes you so hot that you explode, sign Rebecca up!), great clothes (The Row to be specific, and who could say no to that?) plus a list of fabulous filming locations: Rome, Paris, and Venice all making the list.“He [Ryan] was very open to me. One of the joys for me of this job was that not many people asked me to just be myself for a character.” Rebecca told Senior Features Editor Marley Marius and Fashion Writer Hannah Jackson on Wednesday afternoon. This openness and collaborative spirit Ryan gives to his actors is what enticed Rebecca about working with him again on his series Monster, where she will play Lizzie Borden in which she called “entering her villain era” which was a lot of fun for her.When Rebecca is not on the job, she finds great joy in painting (many of her works have been either sold or exhibited), watching The Real Housewives of Salt Lake City (for which her husband is getting around to understanding), and dressing up in “crazy outfits” in her day-to-day quiet upstate life.Earlier in the episode, Chioma fills Chloe in about the behind-the-scenes of the new fabulous British Vogue cover with Jessie Buckley. They also chat what they are looking forward to about awards season and give a farewell to Will Welch who announced he is departing from GQ earlier this week. Learn about your ad choices: dovetail.prx.org/ad-choices

Today, I sit down with Daren Guo, co-founder of Reap, the stablecoin infrastructure company and the world's largest stablecoin card issuer, processing over $6 billion annually. Daren shares his journey from being employee #90 at Stripe to building the next generation of financial rails based on stablecoin infrastructure, serving everyone from neobanks in Brazil and Africa to traditional financial institutions expanding globally.The conversation explores why stablecoins represent more than just faster cross-border payments, they are the foundation for a fully tokenized economy where FX, bonds, equities, and real estate all move on-chain. Daren discusses Reap's recent MPI license in Singapore, their expansion into the US market, and how programmable money enables entirely new financial products like payroll streaming and on-chain escrow that simply weren't possible with legacy infrastructure.In this podcast you will learn:Daren's background setting up Stripe's Asia business.Why he decided to leave Stripe to start his own company.Their initial product vision.His thesis around stablecoins and why they represent the future of payments.Why they decided to start with stablecoin-powered credit card infrastructure.Where they are a Visa Principal member and the markets they serve.The types of companies that Reap is working with today.How the flow of funds work for users of Reap's credit card.Who is providing the stablecoin collateral.Reap's expansion plans for the US market.Why they applied for a Major Payment Institution (MPI) license in Singapore.The product suite that they are working on right now.The scale that Reap is at today.How they are serving traditional firms as well as crypto-native companies.Daren's vision for the next generation of money movement.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

We're kicking off a new year with Alex Garland's feature directorial debut, Ex Machina (2014). Joining us for the ride is Garland mega-fan Miss Sinclair from Talk Movie To Me podcast.This prescient film has aged incredibly well: from its portrayal of an entitled tech billionaire to its naive-meets-incel "white knight" protagonist to questions about the ethics of AI. It's a film filled with questions, which has us posing a number of our own!Plus: Oscar-winning FX, Ava's "Alicia Vikander drag", Joe's queer cuckolding read, and why we're planning a trip to NorwayQuestions? Comments? Snark? Connect with the boys on BlueSky, Instagram, Youtube, Letterboxd, Facebook, or join Horror Queers Discord to get in touch with other listeners.> Trace: @tracedthurman (BlueSky)/ @tracedthurman (Instagram)> Joe: @joelipsett (BlueSky) / @bstolemyremote (Instagram) > Miss Sinclair: @talkmovietome (Instagram) / Website: https://www.talkmovietomepodcast.com/Be sure to support the boys on Patreon!  Theme Music: Alexander Nakarada    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, we note the strong risk-on vibe continues, though more in the broader market rather than in the megacaps. We also highlight that major commodity indices are in for an annual rebalancing in coming days, with interesting implications for gold, silver and even cocoa. There's also lots of Nvidia news shaking the autonomous driving space, very little going on in the FX space, though Aussie is doing its best to make noise and key US data incoming. This and more (including geopolitics and oil) on today's pod, which features Saxo Head of Commodity Strategy Ole Hansen and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Today, a rundown of a positive day for stocks, though two Mag 7 stocks look rather weak here given the backdrop. We also discuss a reconstitution of our AI basket, FX trying to become relevant again with some possibly interesting moves developing and the hope that the US dollar can make a statement one way or another by the end of the week with key data incoming. A few comments on Venezuela and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Today's interesting link is to a comment on AgrisAcademy's X account by a former Cargill trader who describes what a failed state looks like from ground level. There is an awful lot to change to get a functioning economy again. For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Today, an assessment of the reasons behind the US' surgical removal of Venezuela's political leadership and what the fallout may be for oil and likely more importantly, geopolitically. We also bring the Iran situation into the conversation and note that it could prove a far bigger deal for oil and gas markets if sanctions are eventually lifted there. As well, we discuss the insane ramp in silver prices into year-end, the moves in FX and more. Today's pod features Saxo Head of Commodity Strategy Ole Hansen and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Original Release Date: December 3, 2025Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes that are key for markets next year.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy.Serena Tang: And I'm Serena Tang, Morgan Stanley's Chief Global Cross-Asset Strategist.Michael Zezas: Today we'll be talking about key investor debates coming out of our year ahead outlook.It's Wednesday, December 3rd at 10:30am in New York.So, Serena, it was a couple weeks ago that you led the publication of our cross-asset outlook for 2026. And so, you've been engaging with clients over the past few weeks about our views – where they differ. And it seems there's some common themes, really common questions that come up that represent some important debates within the market.Is that fair?Serena Tang: Yeah, that's very fair. And, by the way, I think those important debates, are from investors globally. So, you have investors in Europe, Asia, Australia, North America, all kind of wanting to understand our views on AI, on equity valuations, on the dollar.Michael Zezas: So, let's start with talking about equity markets a bit. And one of the common questions – and I get it too, even though I don't cover equity markets – is really about how AI is affecting valuations. One of the concerns is that the stock market might be too high, might be overvalued because people have overinvested in anything related to AI. What does the evidence say? How are you addressing that question?Serena Tang: It is interesting you say that because I think when investors talk about equities being too high, of valuations – AI related valuations being very stretched, it's very much about parallels to that 1990s valuation bubble.But the way I approach it is like there are some very important differences from that time period, from valuations back then. First of all, I think companies in major equity indices are higher quality than the past. They operate more efficiently. They deliver strong profitability, and in general pretty solid free cash flow.I think we also need to consider how technology now represents a larger share of the index, which has helped push overall net margins to about 14 percent compared to 8 percent during that 1990s valuation bubble. And you know, when margins are higher, I think paying premium for stocks is more justified.In other words, I think multiples in the U.S. right now look more reasonable after adjusting for profit margins and changes in index composition. But we also have to consider, and this is something that we stress in our outlook, the policy backdrop is unusually favorable, right? Like you have economists expecting the Fed to continue easing rates into next year. We have the One Big Beautiful Bill Act that could lower corporate taxes, and deregulation is continuing to be a priority in the U.S.And I think this combination, you know, monetary easing, fiscal stimulus, deregulation. That combination rarely occurs outside of a recession. And I think this creates an environment that supports valuation, which is by the way why we recommend an overweight position in U.S. equities, even if absolute and relative valuation look elevated.Michael Zezas: Got it. So, if I'm hearing you right, what I think you're saying is that comparisons to some bubbles of the past don't necessarily stack up because profitability is better. There aren't excesses in the system. Monetary policy might be on the path that's more accommodative. And so, when compared against all of that, the valuations actually don't look that bad.Serena Tang: Exactly.Michael Zezas: Got it. And sticking with the equity markets, then another common question is – it's related to AI, but it's sort of around this idea that a small set of companies have really been driving most of the growth in the market recently. And it would be better or healthier if the equity market were to perform across a wider set of companies and names, particularly in mid- and small cap companies. Is that something that we see on the horizon?Serena Tang: Yes. We are expecting U.S. stock earnings to sort of broaden out here and it's one of the reasons why our U.S. equity strategy team has upgraded small caps and now prefer it over large caps. And I think like all of this – it comes from the fact that we are in a new bull market. I think we have a very early cycle earnings recovery here. I mean, as discussed before, the macro environment is supportive. And Fed rate cuts over the next 12 months, growth positive tax and regulatory policies, they don't just support valuations. They also act as a tailwind to earnings.And I think like on top of that, leaner cost structures, improving earnings revisions, AI driven efficiency gains. They all support a broad-based earnings upturn. and our U.S. equity strategy team do see above consensus 2026 earnings growth at 17 percent. The only other region where we have earnings growth above consensus in 2026 is Japan; for both Europe and the EM we are below, which drive out equal weight and slight underweight position in those two indices respectively.Michael Zezas: Got it. And so, since we can't seem to get away from talking about AI and how it's influencing markets, the other common question we get here is around debt issuance related to AI.So, our colleagues put together a report from earlier this year talking about the potential for nearly $3 trillion of AI related CapEx spending over the next few years. And we think about half of that is going to have to be debt financed. That seems to be a lot of debt, a lot of potential bonds that might be issued into the market – which, are credit investors supposed to be concerned about that?Serena Tang: We really can't get away from AI as a topic. And I think this will continue because AI-related CapEx is a long-term trend, with much of the CapEx still really ahead. And I think this goes to your question. Because this really means that we expect nearly another [$]3 trillion of data center related CapEx from here to 2028. You know, while half of the spend will come from operating cash flows of hyperscalers, it still leaves a financing gap of around [$]1.5 trillion, which needs to be sourced through various credit channels.Now, part of it will be via private credit, part of it would be via Asset Backed Securities. But some of it would also be via the U.S. investment grade corporate credit bond space. So, add in financing for faster M&A cycle, we forecast around [$]1 trillion in net investment grade bond issuance, you know, up 60 percent from this year.And I think given this technical backdrop, even though credit fundamentals should stay fine, we have doubled downgraded U.S. investment grade corporate credit to underweight within our cross asset allocation.Michael Zezas: Okay, so the fundamentals are fine, but it's just a lot of debt to consume over the next year. And so somewhat strangely, you might expect high yield corporate bonds actually do better.Serena Tang: Yes, because I think a high yield doesn't really see the same headwind from the technical side of things. And on the fundamentals front, our credit team actually has default rates coming down over the next 12 months, which again, I think supports high yield much better than investment grade.Michael Zezas: So, before we wrap up, moving away from the equity markets, let's talk about foreign exchange. The U.S. dollar spent much of last year weakening, and that's a call that our team was early to – eventually became a consensus call. It was premised on the idea that the U.S. was going to experience growth weakness, that there would also be these questions among investors about the role of the dollar in the world as the U.S. was raising trade barriers. It seemed to work out pretty well.Going into 2026 though, I think there's some more questions amongst our investors about whether or not that trend could continue. Where do we land?Serena Tang: I think in the first half of next year that downward pressure on the dollar should still persist. And you know, as you said, we've had a very differentiated view for most of this year, expecting the dollar to weaken in the first half versus G10 currencies. And several things drive this. There is a potential for higher dollar negative risk premium, driven by, I think, near term worries about the U.S. labor markets in the short term. And as investors, I think, debate the likely composition of the FOMC next year. Also, you know, compression in U.S. versus rest of the world. Rate differentials should reduce FX hedging costs, which also adds incentive for hedging activity and dollar selling.All this means that we see downward pressure on the dollar persisting in the first half of next year with EUR/USD at 123 and USD/JPY at 140 by the end of first half 2026.Michael Zezas: All right. Well, that's a pretty good survey about what clients care about and what our view is. So, Serena, thanks for taking the time to talk with me today.Serena Tang: And thank you for inviting me to the show today.Michael Zezas: And to our audience, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review and share the podcast. We want everyone to listen.