Podcasts about gfc

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Best podcasts about gfc

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Latest podcast episodes about gfc

Alpha Exchange
Dan Corcoran, Founder and President, Volos Software

Alpha Exchange

Play Episode Listen Later Nov 13, 2022 52:44


For Dan Corcoran, a fascination with option pricing began in highs school. By college, he was coding up pricing models and trading strategies in MatLab. Compelled by the multi-dimensional set of inputs driving prices, in 2014 Dan set out to found Volos, the financial backtesting and consultancy firm he is now President of. Dan shares with us his love for ski jumping and the manner in which dynamic calculations – of wind speed, snow quality and lighting pitch among them – must be made, sometimes instantaneously. Likening this to option trading, he notes how quickly investors must react to changing risk parameters in derivative securities. Our conversation explores both the power and pitfalls of harnessing data to generate insights on trading strategies. Dan assets that no strategy can be static but rather investors must respond to the reality that the market's risk profile evolves over time.We turn to some of the results generated through the Volos engine as Dan shares the counterintuitive result that even through the GFC, investors would have been better off not engaging in certain hedging strategies like put spreads. The Warren Buffet saying, “price is what you pay, value is what you get” may be applicable as the sky-high price of options through that period reduced the value of the insurance payout. Lastly, we discuss benchmarking, a feature well entrenched in traditional markets like stocks and bonds, but nascent to option strategies. Here, Dan is both optimistic and excited that efforts to create benchmarks can lead to asset growth in derivative-based investment strategies. I hope you enjoy this episode of the Alpha Exchange, my conversation with Dan Corcoran.

Weird Science DC Comics Podcast
DC Comics Ep 457: Infinity Batman & Jokers, Poison Ivy Flip-Flop, Failsafe for Mayor & Mary Marvel vs Gritty / Weird Science DC Comics

Weird Science DC Comics Podcast

Play Episode Listen Later Nov 6, 2022 159:06


DC Comics Ep 457: Infinity Batman & Jokers, Poison Ivy Flip-Flop, Failsafe for Mayor & Mary Marvel vs Gritty / Weird Science DC Comics - A lot of Batman & Joker as well as a lot of Joker & Batman!  Also, why free Big Macs still suck, an awful ending to the first arc of Poison Ivy, the return of a GFC legend and more!   Time Stamps: 0:00:00 - Intro 0:13:14 - Batman #129 0:43:57 - Batman & The Joker: The Deadly Duo #1 1:01:02 - Joker: The Man Who Stopped Laughing #2 1:18:27 - Mail 1:35:29 - Dark Knights of Steel #8 1:58:13 - The New Champion of Shazam! #3 2:16:00 - Poison Ivy #6   Join our Patreon and help us feel loved for as little as $1/Month @ https://Patreon.com/WeirdScience This Week's Badass Patreon Spotlight Show:Monkey Prince #8 & Sword of Azrael #4 Click Here for all the Weird Science Podcast & Site Links: https://campsite.bio/weirdsciencecomics   Keywords: DC Comics, Comics, Comic Books, DC Comics Podcast, Batman, Superman, Wonder Woman, The Flash, Aquaman, Green Lantern, Justice League  

The Christian Entrepreneurs Podcast
[Ep#384] Why Your Mindset Is Everything

The Christian Entrepreneurs Podcast

Play Episode Listen Later Nov 4, 2022 37:09


My guest today says: “Mindset is everything, both in life and business. There's a reason God talks about our thoughts so many times in the Bible. We must guard them carefully.”  Joining me on today's show is Stephanie Nivinskus. Stephanie is the CEO of SizzleForce Marketing, a Fractional CMO agency that services scaling companies.   Since 1995 she's been developing brand-building marketing campaigns that have been used by companies including Starbucks, Quiksilver, The National Football League and Cox Communications along with thousands of privately-owned companies.   Stephanie has written for Forbes and Entrepreneur magazines and is the author of the international #1 best-seller, Absolutely Unforgettable: The Entrepreneur's Guide To Creating A Heart-Centered Brand And Standing Out In A Noisy World.  On today's show Stephanie is going to share:  The importance of mindset in life and business.   Marketing a business doesn't have to be nearly as hard as people make it out to be.  God promises to make beauty out of ashes. And He fulfills every promise, period.  RESOURCES:   Subscribe to my weekly newsletter – The Influence Bulletin  How to Become Distinguishable, Uncopyable and Irresistible Masterclass   Book a time to chat with Annemarie   About Annemarie Cross: Dubbed “The Podcasting Queen,” Annemarie is recognized as an industry pioneer, launching her first co-hosted podcast in 2008 to be the voice of inspiration and hope amongst the deluge of ‘doom and gloom' after the GFC devastated families worldwide. Over a decade on, she's the author of Industry Thought Leader: How To Go from Invisible to Influential (and Profitable) with a Podcast and continues to be the voice of inspiration to a global audience through her award-winning podcasts. Annemarie continues to live out her mission of ‘Changing the World – ONE Message at a Time', with her own podcasts, as well as by supporting Professional Services Businesses (coaches and consultants) who are experts in their field (yet feel like they're the world's best-kept secret) go from Invisible to Influential (and Profitable) with their own Thought Leader Podcast. Click here to access Annemarie's Industry Thought Leader Podcast Series to help you go from Invisible to Influential (and Profitable) with a Podcast. Contact Annemarie: Website: www.ambitiousentrepreneurnetwork.com / www.annemariecross.com Twitter: @TheAmbitiousPod Facebook: @TheAmbitiousEntrepreneurShow The post [Ep#384] Why Your Mindset Is Everything appeared first on The Ambitious Entrepreneur Podcast Network   Learn more about your ad choices. Visit megaphone.fm/adchoices

Squawk Box Europe Express
SQUAWK BOX, TUESDAY 1ST NOVEMBER, 2022

Squawk Box Europe Express

Play Episode Listen Later Nov 1, 2022 26:21


Saudi Aramco posts a near-40 per cent surge in Q3 net income on the back of rising global prices. President Biden urges IOCs to use their record profits to help reduce prices for consumers. BP CEO Bernard Looney tells CNBC his company is already putting its windfall gains to good use. The Dow is slightly down but has posted its best month since 1976. Asian equities start the new month in the green. In China factory activity stalls as authorities increase Covid restrictions. The yuan is down to its lowest level since the GFC due to a weak midpoint setting. New Twitter CEO Elon Musk dissolves the board and sets aggressive targets amid upcoming job cuts at the social media giant.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Scaling up: A podcast to inspire entrepreneurs
Democratising Investing - Alex Vynokur, Co-founder and CEO, BetaShares

Scaling up: A podcast to inspire entrepreneurs

Play Episode Listen Later Oct 27, 2022 41:01


After a mini hiatus, 'Scaling Up' is back, and we have some incredible guests lined up in the coming months, none more so than this episode. Alex Vynokur came to Australia as a 16 year old from Soviet Ukraine, not speaking a work of English, but with a steely determination to make something of himself. And that is an understatement as to what he has achieved since – in the midst of the GFC, he co-founded BetaShares, a passive Exchange Traded Fund (or ETF) fund manager, with roughly $23b under management, making them the second largest in Australia and New Zealand. An ETF mimics an index but allows it to be investible and bought and sold on an exchange. The industry has moved swiftly from fairly vanilla – think tracking the ASX 200 or S&P 500, to more thematic or exotic type indexes - be it ESG based, or even more niche such as tracking a basket of companies involved in the creation of the metaverse. BetaShares has been at the forefront of this innovation – continually pushing the boundaries in its mission to democratise the ability for anyone to invest, given the ease, diversified and low cost nature of investing ETFs. BetaShares, despite having over 800k retail customer, will no doubt be an an under the radar success story to many listeners, but one I have been wanting to tell for a while now. You are about to hear why – it is a story of grit, and passion – and a little peek into what has driven the success of a massive business, with a huge opportunity still ahead of it. To learn more or donate to the United Ukraine Appeal visit theukraineappeal.org You can stay across all of TDM news and views via our socials, be it LinkedIn or Twitter, our handle is - @tdm_growth Show notes Alex's background immigrating to Australia and lessons from growing up in the Soviet Union (3:14) Influence of the Soviet Union on BetaShare's mission to democratise investing and encourage equal access (6:42) BetaShares Founding Story and the opportunity in the ETF industry (9:20) Turning a great idea into a great business and disrupting incumbents in the ETF industry (12:13) Nuances in the Australian retail ETF market that allowed for BetaShares growth (14:06) The movement of the ETF industry to thematic and ESG investing (17:44) Diversification and innovation in the index industry led by new index providers such as Solactive (21:41) The future of BetaShares (Horizon Two) – leveraging technology to improve financial literacy in Australia (23:24) People as BetaShare's competitive advantage and secret sauce (26:06) Fostering innovation by fostering a culture that breaks down the stigma around failure as detrimental to performance (28:56) Lessons on empowering leaders, managers, and the team at large to see the benefit of failure and mistakes (30:39) Hiring and testing for innovation and curiosity (31:36) Diagnostic tools to measure innovation within BetaShares culture (32:45) How to balance giving customers what they want and innovating to provide something they haven't even thought of (34:03) The United Ukraine Appeal –delivering non-military aid to the victims of war in Ukraine (37:30) --- Send in a voice message: https://anchor.fm/tdm-growth-partners/message

Jeremy Knows
JK ep. 213 - BIG VeeFriends Update 10/24

Jeremy Knows

Play Episode Listen Later Oct 25, 2022 35:07


Since we last spoke.. VeeCon FakeOut Gary gave away of Driven Dragon GOO Six 3D Animations!! -- https://youtube.com/playlist?list=PLAhRfh-7mrg2AAkqQ7_yty-ncz01_vmkV VeeFriends Apparel on IG -- https://www.instagram.com/veefriendsapparel/ IRL events in Chicago & NYC $16.640 raised for Bowery Mission https://twitter.com/veefriends/status/1581327288054198273?s=20&t=ZRxT6pTF2tTVr34rM0lACA LOUDPUNX https://blog.veefriends.com/veefriends-x-rolling-loud-loudpunx-giveaway-musics-largest-hip-hop-festival-meets-web3-7acf4b398ca5 VF 1 Spectacular LoudPunx Raffle: https://web3raffle.com/raffles/veefriends-x-loudpunx-by-rolling-loud-raffle-round-1-series-1-spectaculars-giveaway-78 Mint Mink Allow List Claim: https://web3raffle.com/raffles/veefriends-x-loudpunx-by-rolling-loud-raffle-round-2-mint-mink-allowlist-77 Mint Mink in GFC: https://twitter.com/CodyShorter/status/1583580758199144449?s=20&t=rrF6pXWBZ-AA1pQf_eiMHA ALERT APE Blog :https://blog.veefriends.com/veefriends-x-starter-jacket-featuring-alert-ape-9ac963a2ab33 Claim: https://series2.veefriends.com/experiences/starter-claim GIFT GOAT Updated OpenSea Collections https://blog.veefriends.com/gift-goat-artist-nft-collection-split-52d78da493bc SHAQ Event at Overtime Elite Arena, Oct 26th at 2:30pm! Livestream Link (Check your email!) International ZeroCool Giveaway Apply on Veefriends before the October 30th at 12pm ET Livestream on Halloween at 12pm ET Apply: https://shop.veefriends.com/products/live-box-opening https://blog.veefriends.com/announcing-the-veefriends-series-1-trading-cards-international-box-break-f467318aa549 Compete & Collect Tool: https://twitter.com/jeremyknowsVF/status/1580246031291142144?s=20&t=ZRxT6pTF2tTVr34rM0lACA RoundUp: https://blog.veefriends.com/veefriends-roundup-rolling-loud-x-veefriends-loudpunx-giveaway-new-veefriends-3d-animations-721e21f4697b ------ Thank you for listening to the Jeremy Knows podcast. If you like this content, RSVP for our next event here: https://rsvp.jeremyknows.com — Stay #intheknow with our JK Alerts: Mint: https://mint.jeremyknows.com FAQ: https://info.jeremyknows.com

Runway Series, par UPCOMINGVC®‎
Staying uncomfortable to embrace change - Talk 8 of the "Runway Series Summit: The Fundamentals of Success".

Runway Series, par UPCOMINGVC®‎

Play Episode Listen Later Oct 25, 2022 13:23


Staying uncomfortable to embrace change. With Carlos Diaz (Co-Founder & CEO, Uncut.fm), François Véron (Founding Partner, Newfund), Philippe Klintefelt Collet (Partner, GFC), Marguerite de Tavernost (Investor, Cherry Ventures). - - - This episode is an excerpt of the full talk (8 in 13 talks in total) that was held during our second «Runway Series Summit: The Fundamentals of Success». Head to summit.runwayseries.co to get the full episode and detailed shownotes. Enjoy the show! - - - Over 3 days on June 1-3, 2021, during break lunches (11.30 - 1.45) and at the end of the day (5.30 - 7) and in 4 time zones, we received 39 guests (28 VC & 11 CEOs) including 31 who had already come on the Runway Series podcast. With «Runway Series Summit: The Fundamentals of Success», the idea is to take a step back from the usual discussions on execution, in order to understand what are the fundamentals of success, with 13 panels covering the DNA of entrepreneurship, the dynamics of co-founding teams, branding, focus, change, remote, data, creativity, diversity and inclusion. And unique fact, these 13 talks are hosted by the 39 guests who themselves are the moderators of these talks, which mechanically increases the quality of the talks. Top speakers from French startups / scaleups (Double, Labellevie, Supermood, Medadom, Convelio..) and French VCs (Frst, Elaia, Ventech, Cap Horn, Ring, Kima, Eutopia, Axeleo and many others) participates but also European VC partners, such as Evgenia from Dawn, Sia from Seedcamp, Jon from e.ventures, Louis from Point Nine, Mathias from Speedinvest.., as well as investors such as Marguerite from Cherry, David from Brighteye or Vincent Head of MarComm's at Northzone which also shows the attractiveness of the French scene for discussing structuring and fundamental subjects. - - - The podcasts Runway Series Originals, AMA VC, Human Factor, No-Code VC / Fit, Venture Talks & Solo-GP Series are produced by UPCOMINGVC® (www.upcoming.vc), created and hosted by Raphael Grieco.

Green and Growing with Ashley Frasca
GA Leaf Watch update & Pike Nursery 10/22/22 Hour 3

Green and Growing with Ashley Frasca

Play Episode Listen Later Oct 22, 2022 30:13


More garden calls, updated leaf watch for N. Ga from GFC, and Pike Nursery with cold-hardy color for fall/winter

Global Data Pod
Global Data Pod Weekender: Risks of a Hiking Huff

Global Data Pod

Play Episode Listen Later Oct 21, 2022 17:18


Global policy rates outside China/Turkey are up over 300bp in the past year. Beyond the direct impact of higher borrowing costs on growth, the risks are that something breaks in the financial system. From the GFC to the Taper Tantrum, central banks have learned a lot and the rapid response to the pandemic was a case in point. But the UK flap is also a reminder that there are unknown unknowns to worry about. For now, central banks are focused in inflation—to be underscored by next week's expected 75bp ECB hike and even a possible shift in tone from the BoJ. Speakers: Bruce Kasman Joseph Lupton This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Alpha Exchange
35 Years Later…Retrospective on the 1987 Stock Market Crash

Alpha Exchange

Play Episode Listen Later Oct 19, 2022 21:17


Welcome to a special episode of the Alpha Exchange, one where we look back on the historic event that was the 1987 stock market crash. We review the seismic crash in prices that occurred 35 years ago, on October 19th, 1987 when the DOW and S&P 500 fell by 22.6% and 20.4%, respectively. It was a day that the VIX, would it had it been a calculated index at that time, would have closed at 150, almost double the level reached during the GFC and Pandemic. It was the realization that selling could beget selling, not just because of the psychology of fear, but because of mechanical trading strategies that exist in markets. We review this truly important day in financial market history through the lens of podcast guests. Along the way, we'll contemplate the lessons learned and the lasting impact of the crash.

Mastering Your World Through Frequencies
Episode 172 - Things That Go Bump In The Night

Mastering Your World Through Frequencies

Play Episode Listen Later Oct 16, 2022 60:42


People have always been fascinated with the unseen and the mystical. There are countless stories and myths of the unseen realms, from gods, ghosts, fairies, guides with powers and abilities, on a spectrum of malevolent to mischievious to well intentioned. Is there any truth to these stories? This is a HUGE topic and there's no way we can cover everything in one podcast episode, so we'll just be dipping our toe into this huge and fascinating realm of the mystical. The GFC will help you increase your centeredness in your body, so that if you do perceive the unseen you can do it from a more empowered state so other beings cannot enter your body or your fields, so you can start to perceive or be more aware of the the unseen should you want to, and so you can generally feel more stable and less fearful if you do. If you would like an opportunity to ask me questions in real time, join me when I go live on YouTube. Subscribe to the Spherical Luminosity YouTube channel and click the reminder bell to be notified when I am live: http://bit.ly/SL-YTSubscribe For the latest news about upcoming events and to be notified when sessions with me are released, subscribe to our newsletter: http://bit.ly/SphericalLuminositynewsletter

The Christian Entrepreneurs Podcast
[Ep#383] Coaches, Why LESS really is MORE to grow your brand and business

The Christian Entrepreneurs Podcast

Play Episode Listen Later Oct 13, 2022 16:55


Have you heard the saying ‘Less is more."? It's a paradox – an oxymoron, that has been used across many industries.   In fact, it's something I've said too when it comes to a coach developing their message and content: Less IS More.  How so?   I share more in today's episode.   RESOURCES:   Subscribe to my weekly newsletter – The Influence Bulletin  How to Become Distinguishable, Uncopyable and Irresistible Masterclass   Book a time to chat with Annemarie   About Annemarie Cross:Dubbed “The Podcasting Queen,” Annemarie is recognized as an industry pioneer, launching her first co-hosted podcast in 2008 to be the voice of inspiration and hope amongst the deluge of ‘doom and gloom' after the GFC devastated families worldwide. Over a decade on, she's the author of Industry Thought Leader: How To Go from Invisible to Influential (and Profitable) with a Podcast and continues to be the voice of inspiration to a global audience through her award-winning podcasts. Annemarie continues to live out her mission of ‘Changing the World – ONE Message at a Time', with her own podcasts, as well as by supporting Professional Services Businesses (coaches and consultants) who are experts in their field (yet feel like they're the world's best-kept secret) go from Invisible to Influential (and Profitable) with their own Thought Leader Podcast. Click here to access Annemarie's Industry Thought Leader Podcast Series to help you go from Invisible to Influential (and Profitable) with a Podcast. Contact Annemarie: Website: www.ambitiousentrepreneurnetwork.com / www.annemariecross.com Twitter: @TheAmbitiousPod Facebook: @TheAmbitiousEntrepreneurShow  The post [Ep#383] Coaches, Why LESS really is MORE to grow your brand and business appeared first on The Ambitious Entrepreneur Podcast Network   Learn more about your ad choices. Visit megaphone.fm/adchoices

Value Hive Podcast
Mr. Neutral Man: Rock Quarries, Hedging, and Lessons From The GFC

Value Hive Podcast

Play Episode Listen Later Oct 7, 2022 116:38


Hey Guys! Continuing our theme of interviewing anonymous accounts, this week's guest is @Mr_Neutral_Man. Our conversation focus on Real Estate investing in the Public Markets. He shared with us what are his dream investments, crazy stories about doing on the ground research, what was like to live and invest during the GFC, what is his hedging protocol, why inflation will be more persistent and why we might never see mortgage rates sub 3%. Check out the time stamp below: [0:00] Mr. Neutral Investment Thesis. [8:00] Housing for the Retail Investor. [13:00] Mortgage Rates: The Three Cap. [19:00] Doing on the Ground Research. [30:00] Living and Investing through the GFC. [47:00] The Fixed Income Collapse [58:00] Investing in Corporate Debt [1:10:00] Mr. Neutral's hedging protocol. [1:37:00] Inflation will be more persistent. [1:46:00] More from Mr. Neutral and Closing Questions Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! Tegus Tegus has the world's largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you're interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive. --- Support this podcast: https://anchor.fm/valuehive/support

Thoughts on the Market
U.S. Housing: Are Home Prices Decelerating?

Thoughts on the Market

Play Episode Listen Later Oct 6, 2022 6:52 Very Popular


As month over month data begins to show a downturn in home prices, will overall price growth and sales begin to fall steeper than expected? Co-Heads of U.S. Securitized Products Research Jim Egan and Jay Bacow discuss.----- Transcript -----Jim Egan: Welcome to Thoughts on the Market. I'm Jim Egan, Co-head of U.S. Securitized Products Research here at Morgan Stanley. Jay Bacow: And I'm Jay Bacow, the other Co-head of U.S. Securitized Products Research. Jim Egan: And on this episode of the podcast, we'll be discussing why home prices could turn negative in 2023. It's Thursday, October 6th, at 3 p.m. in New York. Jay Bacow: Jim, it seems like every month the housing data is getting worse when we look at the sales activity. But, now I think I just saw something about home prices falling? What's going on there? I thought we call it home price appreciation, now we're seeing home price depreciation? Jim Egan: There is a lot going on out there. There's a lot of volatility, things are moving fast, and yes, there are home price indices that are showing negative numbers. I would caveat that a lot of those negative numbers are month over month, not the year over year that we've typically talked about here. But that doesn't mean it isn't important. Jay Bacow: In the past we've talked about this bifurcation narrative where we were going to get a big drop in home sales and housing starts, which we've seen, but home prices were more protected. Do you still believe that? Jim Egan: We do still believe in the bifurcation narrative, but the levels of the forecasts have changed, and they've changed for a couple of reasons. I think one reason is that there have been a number of forecast changes, expectations for 2023 are different. Our U.S. economics team has raised their hiking forecast 25 basis points in each of the next three meetings, and our interest rate team on the back of that forecast change has moved up their expectations for the 10 year Treasury. What that move means for us is that the incredible affordability deterioration that we've seen, probably isn't going to get a whole lot better next year. And that's happening in a world in which you mentioned some home prices turning negative. The home price deceleration that we were calling for, from plus 20% all the way down to plus 3% at the end of next year, that relied upon or I can say we expected home prices to fall month over month, but we thought that was going to start in September. It started in July. Sales volumes have been coming in weaker than we thought they would. When we take that weaker than expected housing data, we marry that with different expectations for affordability next year, the forecasts have to change. Jay Bacow: And so what exactly are we forecasting for this year and next year? Jim Egan: So in this world, we do think that sales are going to fall steeper than we thought. We think that starts are going to fall steeper than we thought, and that next year a single unit starts are going to be lower in 2023 than they were in 2022. We had originally been forecasting a return to growth in 2023, but the change to the forecast that's getting the most attention is that we went from plus 3% year over year growth in December of 2023 to -3% year over year growth by the end of next year. Jay Bacow: So if I buy a house today, it might be lower a year from now? That seems worrisome. Jim Egan: Yes. And I think there is a positive and a negative headline to that, right. The negative headline, the worrisome, if you will, that you mentioned is that not only is it down 3% next year, but that's down 7% from where we are right now. The positive headline is that even with that decrease in home prices from today, that only brings us back to January of 2022. That's 32% above where they were in March of 2020. Jay Bacow: All right, that doesn't seem so bad, given that stocks are a lot lower than where they were in January of 2022. So it's more stalling out than a real correction in home prices. But, why wouldn't home prices fall further from there? Jim Egan: We haven't seen anything in the data that changes kind of the underlying narrative that we've been discussing on this podcast in the past. In particular, two things. The first is how robust credit standards have been. If anything, lending standards, which were pretty tight to begin with in the first quarter of 2020, have tightened substantially since then. What that means, again, it constrains sales volumes. We think sales are going to fall more than home prices, but it also means that the likelihood of defaults and foreclosures is limited. And it is those distressed transactions, those forced sellers that we would need to see a leg down in prices. The other point is, away from defaults and foreclosures, actual inventory is still incredibly low. And because current homeowners sit on 30 year fixed rate mortgages, well below the current mortgage rate, when we talk about affordability deteriorating, we're not talking about it deteriorating for current homeowners. They're much more likely to stay in their home, much less likely to list their home for sale, they're not going to be selling into depressed bids. So that credit availability and those tight lending standards, we think that keeps home prices supported. Jay Bacow: So home prices are protected because we're not going to get the forced sellers that we saw during the financial crisis and the fundamentals of the housing market are in much stronger footing. What would actually get you, though, to forecast more of a real correction than just the stalling out? Jim Egan: I'm going to make this really complicated and say the supply and demand. If demand were to be weaker than we already think it is, and that could happen because the historic deterioration we've seen in affordability has a bigger impact than we think it will. Maybe because the unemployment rate picks up faster than we're expecting it to next year. If you have a much weaker demand environment than we're already envisioning, and you combine that with more supply, perhaps people who'd be a little bit more willing to part with their home at slightly lower prices than we expect them to, people who've owned their home for 10, 15, 20 years and might be looking to downsize. That's where you might have a little bit more of a marriage between uneconomic sellers and depressed demand that could bring home prices lower than we expect. Now, how does all of that, if we think about the implications to investors, what does all that mean for the MBS market? Jay Bacow: I'm going to make this really complicated, too. A lot of it comes down to supply and demand. The lack of housing activity and the lower home prices means that there's going to be less supply for mortgage investors to buy. That's good for the mortgage market. The rapid increase in unaffordability has been because of the rapid increase in implied volatility, which is bad for mortgage investors. This has brought nominal spread to the Treasury curve for agency mortgages to levels that are basically at the post GFC wides. And we think that move is a little bit overdone. And so for institutional investors we think this is an opportunity to own agency mortgages versus treasuries as a way to fade some of these moves, and take advantage of some of the more forward looking supply projections that we think will be coming as supply slows down. Jay Bacow: But Jim, it's always great talking to you. Jim Egan: Great talking to you too, Jay. Jay Bacow: And thank you for listening. If you enjoy Thoughts on the Market, please leave us a review on the Apple Podcast app and share the podcast with a friend or colleague today.

The Christian Entrepreneurs Podcast
[Ep#382] ‘Fear NOT for I am with you', says the Lord

The Christian Entrepreneurs Podcast

Play Episode Listen Later Oct 6, 2022 13:19


I listened to an interesting podcast episode about ‘fear' and how fear is being used both as a weapon and is itself a spirit of fear. I totally agree. It's why many of us have been speaking out for over two years for people to be discerning and mindful as to whom and what they listen to.  As Christians, hearing that fear is a weapon and a ‘spirit of fear' shouldn't shock us, nor should we dismiss it, either. Because the Lord told us we were not fighting man, but rather powers and principalities, which we know as fallen angel (who parades himself as the angel of light) satan and his evil minions. And, since the spirit of fear is both a spiritual entity and a weapon, it's no wonder the Lord told us NOT to FEAR - ANYTHING.  So do not fear, for I am with you; do not be dismayed, for I am your God. I will strengthen you and help you; I will uphold you with my righteous right hand. All who rage against you will surely be ashamed and disgraced; those who oppose you will be as nothing and perish   Isaiah 41: 10  Fear NOT for I am with you.   Have we followed the Lord's instruction for us NOT to fear in all areas of our lives - even when our leaders continue to speak fear over us? And, as the world continues to crumble around us? Or, did/do we allow the patterns of the world, what's happening in the world, and what we were being told and continue to be told, to cause fear and anxiousness?  Have we come into agreement with fear and partnered with fear, rather than listening to what the Lord said when He told us NOT to fear - anything, no matter what?  FEAR NOT for I am with you.   If we have, the good news is, there is forgiveness when we seek it AND the wonderful news is we can continue to combat fear (and any other satanic attack for that matter), enabling us to stand against these evil powers and principalities when they come calling.  I use this strategy daily:   Repent  Refocus  Read out loud and Declare the Word of God   RESOURCES:   Breakthrough Spiritual Strongholds that'll keep you stuck from living your Kingdom Purpose  How to Get Free from Fear – What the Prophets Say Podcast  About Annemarie Cross: Dubbed “The Podcasting Queen,” Annemarie is recognized as an industry pioneer, launching her first co-hosted podcast in 2008 to be the voice of inspiration and hope amongst the deluge of ‘doom and gloom' after the GFC devastated families worldwide. Over a decade on, she's the author of Industry Thought Leader: How To Go from Invisible to Influential (and Profitable) with a Podcast and continues to be the voice of inspiration to a global audience through her award-winning podcasts. Annemarie continues to live out her mission of ‘Changing the World – ONE Message at a Time', with her own podcasts, as well as by supporting Professional Services Businesses (coaches and consultants) who are experts in their field (yet feel like they're the world's best-kept secret) go from Invisible to Influential (and Profitable) with their own Thought Leader Podcast. Click here to access Annemarie's Industry Thought Leader Podcast Series to help you go from Invisible to Influential (and Profitable) with a Podcast. Contact Annemarie: Website: www.ambitiousentrepreneurnetwork.com / www.annemariecross.com Twitter: @TheAmbitiousPod Facebook: @TheAmbitiousEntrepreneurShow The post [Ep#382] ‘Fear NOT for I am with you', says the Lord appeared first on The Ambitious Entrepreneur Podcast Network   Learn more about your ad choices. Visit megaphone.fm/adchoices

Brisbane Property Podcast
EP 124 - Talking finance with Chris Bates from Wealthful

Brisbane Property Podcast

Play Episode Listen Later Oct 5, 2022 37:51


In this episode of the Brisbane Property Podcast, we welcome Chris Bates from Wealthful. Wealthful help young families build more financial wealth to live a life fulfilled with more true wealth and help clients to make better financial decisions with smart property investing at the core. Chris started as a Financial Adviser back in 2007 just before the GFC in the UK, and since returning to Australia, he now works with young families in their 30s and 40s. In 2014, Chris started Wealthful with a plan to change the way young Australians take action with Financial Advice that incorporates Property and Mortgage Broking. This is another insightful episode that should not be missed for anyone looking to purchase an investment property or home in Brisbane in the near future. Website - https://www.wealthful.com.au/ Email - Chris Bates chris@wealthful.com.au  |  Ben Sum: ben@wealthful.com.au Enquire about our Brisbane Buyer's Agency services for Investors and Home Buyers, please click HERE. Learn more about your hosts, Melinda and Scott Jennison at www.streamlineproperty.com.au

The Christian Entrepreneurs Podcast
[Ep#381] A story of the miraculous moves of God

The Christian Entrepreneurs Podcast

Play Episode Listen Later Sep 29, 2022 59:46


Welcome to the first episode of our BEtheDifference Series where we speak to people who are making a difference in the world with their message and their mission.   So, what happens when you surrender yourself fully to the Lord to take on one of His assignments? A difficult and potentially dangerous assignment, where you had no idea how you would even fund the project?  Miracles happen. And, lots of them.   From money to fund projects (where there was previously, none), through to plane tickets (that were previously sold out and impossible to get) and many other things that occurred when Diana Abruzzi made a promise to the Lord.  Diana Abruzzi is the Chairman and Founder of the International Women's Federation of Commerce and Industry (IWFCI) - the first Chamber of Commerce for women in the world at the time of its inaugural meeting in 1992 in Melbourne Australia.   Diana is a pioneer and leader in the cause of free enterprise and economic development. From championing the advancement of women in business around the world to giving a stronger voice for Australia at international forums on entrepreneurial economic initiatives to business and personal development.  Let's listen in as Diana shares her story.  RESOURCES:   IWFCI  About Annemarie Cross: Dubbed “The Podcasting Queen,” Annemarie is recognized as an industry pioneer, launching her first co-hosted podcast in 2008 to be the voice of inspiration and hope amongst the deluge of ‘doom and gloom' after the GFC devastated families worldwide. Over a decade on, she's the author of Industry Thought Leader: How To Go from Invisible to Influential (and Profitable) with a Podcast and continues to be the voice of inspiration to a global audience through her award-winning podcasts. Annemarie continues to live out her mission of ‘Changing the World – ONE Message at a Time', with her own podcasts, as well as by supporting Professional Services Businesses (coaches and consultants) who are experts in their field (yet feel like they're the world's best-kept secret) go from Invisible to Influential (and Profitable) with their own Thought Leader Podcast. Click here to access Annemarie's Industry Thought Leader Podcast Series to help you go from Invisible to Influential (and Profitable) with a Podcast. Contact Annemarie: Website: www.ambitiousentrepreneurnetwork.com / www.annemariecross.com Twitter: @TheAmbitiousPod Facebook: @TheAmbitiousEntrepreneurShow   The post [Ep#381] A story of the miraculous moves of God appeared first on The Ambitious Entrepreneur Podcast Network   Learn more about your ad choices. Visit megaphone.fm/adchoices

The Leighton Smith Podcast
Leighton Smith Podcast Episode 174 - September 28th 2022

The Leighton Smith Podcast

Play Episode Listen Later Sep 27, 2022 91:52


On this week's podcast: Semi-retired Investment Banker Jonathan Urlich discusses his thoughts on the financial world, both in NZ and globally. Jonathan first rang my radio program in 2007, commenting on what was developing. His analysis proved correct during the GFC.We look at George Friedman's commentary on the Italian election, and high profile Law Professor Jonathan Turley on Jacinda's call for a global attack on free speech.And we go to The Mailroom with Mrs Producer. File your comments and complaints at Leighton@newstalkzb.co.nz Haven't listened to a podcast before? Check out our simple how-to guide. Listen here on iHeartRadio Leighton Smith's podcast also available on iTunes:To subscribe via iTunes click here See omnystudio.com/listener for privacy information.

LatamlistEspresso
Colombia approaches Brazilian authorities to import Pix. Kavak signs structured financing agreements worth $810M, Ep 113

LatamlistEspresso

Play Episode Listen Later Sep 27, 2022 5:04


This week's Espresso covers updates from Kavak, Kushki, Heru, and more!Outline of this episode:[00:28] - Heru raises a $6M seed round.[01:03] - Kavak signs structured financing agreements worth $810M.[01:44] - RappiPay obtained a $112M financing.[02:15] - Kushki is officially launching operations in Peru.[02:35] - Ebanx announces expansion to Africa. [02:57] - Colombia approaches Brazilian authorities to import Pix.[03:24] - Leoparda Electric closes an $8.5M seed round.[04:02] - New episode of Crossing Borders.Resources & people mentioned:Companies & Startups: Heru, Kavak, RappiPay, Rappi, Kushki, Niubiz, MC Procesos, Ebanx, Leoparda Electric, Divibank.VCs, Accelerators, Institutions: Gradient Ventures, SOMA Capital, GFC, Moving Capital, Magma Partners, Flourish Ventures, HSBC, Goldman Sachs, Banco Santander, Banco Davivienda, Bancolombia, Banco de Bogotá, Itaú, Colombian Fintech Association, Pix, Monashees, Construct Capital.People: Mike Shoemaker, Nathan Lustig, Rebecca Fischer.

Alpha Exchange
A Retrospective on the First 100 Episodes of the Alpha Exchange

Alpha Exchange

Play Episode Listen Later Sep 26, 2022 52:01


Welcome to the 100th Episode of the Alpha Exchange.  Here we do a podcast retrospective, looking back at some of the themes and insights shared over the past 4 years. I want to thank you for listening. We've been fortunate to attract a substantial audience of accomplished professionals. And that's really the result of the quality of our guests.  I want to express sincere gratitude to our guests for taking me up on the invite to come on our show.What I've sought to do through these discussions is to make a contribution to our industry's understanding of risk. That, literally is the Alpha that I hope emerges from the Exchange. One way we do this is to look backwards, reviewing consequential periods of market disruption.  There is an old saying, that “history is a foreign country”.  If that is the case, I say that the “history of risk is another planet”. We learn the most by studying the periods when things went horribly wrong. But a human condition and weakness is simply that we forget. Risk management suffers from failure of the imagination. In discussing these events, my hope is to raise the antennae of our listeners, perhaps planting a seed for further investigation or alerting you to a vulnerability previously unappreciated.Over the course of this retrospective episode, we highlight the thought process and perspectives of guests, looking back on crisis events like the '87 crash, the LTCM unwind, the GFC and the Pandemic market disruption.  We cover the Meme stock episode of 2021 and also the crypto crash of 2022 and more.  I hope you enjoy our 100th episode and thank you again for listening.

Recession-Proof - a podcast by Ramp
Hard lessons Dan Chen of Deltec has learned from working through three recessions

Recession-Proof - a podcast by Ramp

Play Episode Listen Later Sep 22, 2022 44:07


Dan was an analyst at both Morgan Stanley and Goldman Sachs during the dot-com crash where he provided M&A and corporate finance advisory for banks and fintech startups. Then during the GFC, Dan was a VP at Morgan Stanley where, amongst other activities, he analyzed principal investment opportunities, including asset pools backed by consumer credit and auto loans.Dan and Alex discuss: How recessions create uncertainty What finance leaders should consistently hold their focus on The role of technology in business transformation How to lead up to and through a successful IPO Learn more about Dan and Deltec: Dan on Linkedin Deltec's Website We've condensed some of the major themes from the conversation and summarized them below.What Dan learned from navigating through three financial crises“The central element of a crisis or recession is a moment where uncertainty creates a wide dispersion between what people view as the state of the present and the likely states of the future. And they all distill back to a challenge to market-held or core beliefs on how things work”On how financial leaders should manage market cycles“Good times build bad habits and bad times build good character. When things are great, it's hard to think about the practices, the processes, the things that aren't maybe geared the way they should because they get papered over by the fact that everything seems fine. When things go bad, you sometimes go the opposite way. Things get thrown out because you're just so concerned about survival. So I think that, maybe, it's a little bit of stoic philosophy, but the goal is to be somewhere between both extremes at all times”Dan's thoughts on speed vs agility“When things are great, it's about speed. When things are challenging or you're experiencing something new, it's all about agility. I think uncertainty, downturns force you to be agile. Things like remote work, hybrid work, or return to the office require a lot of agility for managers and staff as well”Check out the full transcript here.For more episodes of Recession-Proof, check us out on Apple Podcasts, Google Podcasts, Spotify or add our RSS feed to your favorite podcast player!Instructions on how to follow, rate, and review Recession-Proof are here.

The Christian Entrepreneurs Podcast
[Ep#380] How to Remain Encouraged in this difficult Season

The Christian Entrepreneurs Podcast

Play Episode Listen Later Sep 22, 2022 12:39


Are you feeling discouraged by everything that's going on in the world? It's easy to get caught up in the news headlines, so in today's episode Annemarie shares a reminder that the Lord reminded her of, which will keep you both empowered, encouraged and protected by what's going on in this season.  Listen as Annemarie shares:  What she's regularly doing in this season to ensure she's keeping her finger on the pulse with where the Lord needs her keep in prayer;  The resources she uses to keep her encouraged and focused on the right things;  A word of encouragement in this difficult season.   RESOURCES:   Amir Tsarfati's Telegram Account  Jesus Calling Devotional App by Sarah Young   About Annemarie Cross: Dubbed “The Podcasting Queen,” Annemarie is recognized as an industry pioneer, launching her first co-hosted podcast in 2008 to be the voice of inspiration and hope amongst the deluge of ‘doom and gloom' after the GFC devastated families worldwide. Over a decade on, she's the author of Industry Thought Leader: How To Go from Invisible to Influential (and Profitable) with a Podcast and continues to be the voice of inspiration to a global audience through her award-winning podcasts. Annemarie continues to live out her mission of ‘Changing the World – ONE Message at a Time', with her own podcasts, as well as by supporting Professional Services Businesses (coaches and consultants) who are experts in their field (yet feel like they're the world's best-kept secret) go from Invisible to Influential (and Profitable) with their own Thought Leader Podcast. Click here to access Annemarie's Industry Thought Leader Podcast Series to help you go from Invisible to Influential (and Profitable) with a Podcast. Contact Annemarie: Website: www.ambitiousentrepreneurnetwork.com / www.annemariecross.com Twitter: @TheAmbitiousPod Facebook: @TheAmbitiousEntrepreneurShow The post [Ep#380] How to Remain Encouraged in this difficult Season appeared first on The Ambitious Entrepreneur Podcast Network   Learn more about your ad choices. Visit megaphone.fm/adchoices

Lead-Lag Live
The 6 Month Black Swan With Michael Antonelli

Lead-Lag Live

Play Episode Listen Later Sep 18, 2022 45:23


Remember the GFC?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport         Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.         Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.         The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Exceptional Parents, Extraordinary ChallengesBeing a parent is challenging enough - parenting a child with extraordinary challenges...Listen on: Apple Podcasts Spotify

The Christian Entrepreneurs Podcast
[Ep#379] The Three Simple Secrets to Looking Great Every Day and on Zoom

The Christian Entrepreneurs Podcast

Play Episode Listen Later Sep 16, 2022 30:07


My guest today says: “Fashion is a LOOK, not a size, age, name brand, or price tag. It's who you're being in what you are wearing - approachable, confident, attractive, and feeling beautiful, as you were magnificently created to be!”  Joining me today's show is Patsy Sanders.  As Master Hairstylist & Image Coach, Patsy elevates her clients' looks from head to toe and from the inside out. She inspires them to embrace their essence through their own transformations. She confidently walks through life graciously accepting compliments no matter what she is wearing.  Patsy is on a mission to help other women discover the joy of living in harmony with their true authenticity by finding their own unique style through the element typing system!  On today's show Patsy is going to share:  Three simple secrets to look great on every day, on Zoom and when speaking.  What you wear can either make you money or cost you money.  You may be hiding in plain sight because of how you dress. About Annemarie Cross: Dubbed “The Podcasting Queen,” Annemarie is recognized as an industry pioneer, launching her first co-hosted podcast in 2008 to be the voice of inspiration and hope amongst the deluge of ‘doom and gloom' after the GFC devastated families worldwide. Over a decade on, she's the author of Industry Thought Leader: How To Go from Invisible to Influential (and Profitable) with a Podcast and continues to be the voice of inspiration to a global audience through her award-winning podcasts. Annemarie continues to live out her mission of ‘Changing the World – ONE Message at a Time', with her own podcasts, as well as by supporting Professional Services Businesses (coaches and consultants) who are experts in their field (yet feel like they're the world's best-kept secret) go from Invisible to Influential (and Profitable) with their own Thought Leader Podcast. Click here to access Annemarie's Industry Thought Leader Podcast Series to help you go from Invisible to Influential (and Profitable) with a Podcast. Contact Annemarie: Website: www.ambitiousentrepreneurnetwork.com / www.annemariecross.com Twitter: @TheAmbitiousPod Facebook: @TheAmbitiousEntrepreneurShow The post [Ep#379] The Three Simple Secrets to Looking Great Every Day and on Zoom appeared first on The Ambitious Entrepreneur Podcast Network   Learn more about your ad choices. Visit megaphone.fm/adchoices

Wealthion
Jim Rickards: A 2008-Style Liquidity Crisis + Recession Is The Big Threat Now

Wealthion

Play Episode Listen Later Sep 15, 2022 49:24 Very Popular


Jim is concerned we may be heading into a recession+liquidity crisis similar to what we experienced during the 2008 GFC. A financial crisis spreads just like a virus does. The contagion equation is the same. Shifts in narrative/confidence can cause fear to spread quickly – sometimes creating the bad outcome it's afraid of (e.g., a run on the bank). Or sometimes the opposite (e.g., asset bubbles). The Fed pivot narrative brought a lot of capital back into the market, which resulted in the July rally. But the “logic” behind this narrative wasn't necessarily correct. But it drove prices higher…until Powell brought the hammer down at Jackson Hole. The fundamentals can't be dismissed no matter how much the market would prefer they could. The markets are dreaming of a ‘soft landing', but Jim thinks it's going to be more like a plane crash. The rate of change of the Fed Funds Rate is staggering. Never has it risen by such a big % this fast. This WILL shock the system. For example, bonds & housing are going to get clobbered. The damage these fast-rising rates are going to cause is going to be severe. https://youtu.be/A18Q-dJAa9A

The Politics of Everything
152: The Politics of Truth - Joe Hart

The Politics of Everything

Play Episode Listen Later Sep 13, 2022 22:34


Truth matters but in an era of social media curation and leaders who can lie and remain in power, it can sometimes seem like it doesn't. We all hold conflicting views of self, and multiple perspectives of who we are and how we should act. As leaders, juggling these selves is a constant tightrope walk as we negotiate our personal and professional lives, a balancing act that often leaves us unsatisfied and unable to lead effectively. Something needs to change. In the new book, my guest today taps into the truth conundrum. Joe Hart has authored True Perspective: Why leading with the truth always wins. As an organisational psychologist, coach, mentor and facilitator, Joe Hart provides an insightful, holistic guide for leaders on how to get your best results as a leader by embracing your truth and mastering self-awareness. Drawing upon extensive experience working with organisations such as Samsung, Chandler Macleod and Gallup, Joe takes a deep dive into his own life story, showing the value of being vulnerable and applying true perspective to your most tightly held beliefs.  In 2017, he founded ‘True Perspective', a practice specialising in enabling people to improve their performance, reach their full potential and achieve balance. His core mission is to help people create meaningful changes to their lives. Joe shares with us: Truth is something applauded when it creates justice or shines a light on news that is deemed in the public interest. However, it can also hurt and alienate others depending on the content of that truth. Why does truth matter and do we need to always tell it? How do you believe we can better align with your purpose, so you have direction and clarity to do work that matters and be true to ourselves? What role does having greater self-disclosure have on our sense of self and how does that help us be more honest with the greater world? Businesses can generate an image that appeals to their customers, then when things go very wrong and they fall short – think of things like major banks collapsing during the GFC or products being recalled because of a health hazard, there's a truth gap. So what advice do you see being overlooked and why? Take away: What is your final takeaway message for us on The Politics of Truth?   CONTACT INFO: LinkedIn: Joe Hart | LinkedIn W: Joe Hart   If you are a podcaster who wants to record quality sound with ease, sign up to Zencastr Professional account today for a 30% discount. To reclaim this amazing Zencastr offer designed for The Politics of Everything audience, just use the Link: zen.ai/thepoliticsofeverything and use Promo Code: thepoliticsofeverything.

The Christian Entrepreneurs Podcast
[Ep#378] Why You Shouldn't Discount Your Services – and what to do instead

The Christian Entrepreneurs Podcast

Play Episode Listen Later Sep 8, 2022 22:37


As a coach, do find yourself offering your client a discount to influence them into investing in your program or package? Or do you cave in and offer a discount when your prospect asks for one?  If you've answered yes to either one of those situations you're certainly not alone. Annemarie admits this is something she's done in the past, too. However, over the years she's realized this is not the best approach to making a sale, while remaining true to her personal values and business growth goals.  So, in today's episode, Annemarie shares:  3 Reasons why you shouldn't resource to discounting your services to get a sale  3 Strategies that'll have your prospective clients step up gracefully and confidently when investing in your services and packages   Money Mindset tips, and much more     RESOURCES:   Core Business Foundations: Your Pathway to Profitable and Sustainable Business Growth   Book a time to chat with Annemarie  The Influence Alliance special Podcast Series: How to stand out, be heard and INFLUENCE for coaches and consultants  About Annemarie Cross: Dubbed “The Podcasting Queen,” Annemarie is recognized as an industry pioneer, launching her first co-hosted podcast in 2008 to be the voice of inspiration and hope amongst the deluge of ‘doom and gloom' after the GFC devastated families worldwide. Over a decade on, she's the author of Industry Thought Leader: How To Go from Invisible to Influential (and Profitable) with a Podcast and continues to be the voice of inspiration to a global audience through her award-winning podcasts. Annemarie continues to live out her mission of ‘Changing the World – ONE Message at a Time', with her own podcasts, as well as by supporting Professional Services Businesses (coaches and consultants) who are experts in their field (yet feel like they're the world's best-kept secret) go from Invisible to Influential (and Profitable) with their own Thought Leader Podcast. Click here to access Annemarie's Industry Thought Leader Podcast Series to help you go from Invisible to Influential (and Profitable) with a Podcast. Contact Annemarie: Website: www.ambitiousentrepreneurnetwork.com / www.annemariecross.com Twitter: @TheAmbitiousPod Facebook: @TheAmbitiousEntrepreneurShow The post [Ep#378] Why You Shouldn't Discount Your Services – and what to do instead appeared first on The Ambitious Entrepreneur Podcast Network   Learn more about your ad choices. Visit megaphone.fm/adchoices

Alpha Exchange
Alfonso Peccatiello, Founder, The Macro Compass

Alpha Exchange

Play Episode Listen Later Sep 8, 2022 62:54


Fearing deflation and eager to sponsor growth post the GFC, Central Banks around the world became a near permanent fixture in markets, gathering vast stockpiles of risk free assets. Few were more impactful in determining clearing prices than was the ECB. With this in mind, it was a pleasure to welcome Alfonso Peccatiello, founder of the Macro Compass, to the podcast.Our conversation is one part retrospective, looking back on the period between 2013 and 2019 when interest rates in the Eurozone descended to shocking low and negative levels. Alf shares his views on the trade-offs in seeking favorable risk-adjusted carry in such a low rate regime, making the point that it's important to identify and understand the capital that serves to sponsor the trade along with you. We touch on some of the unique political considerations for risk assets in Europe and here, Alf looks back on a shock to Italian markets that materialized in May of 2018 as fears advanced that a Euro-skeptic government coalition could seek to abandon the Euro.We also survey the uncertainties today, focusing on the risks that may result from nominal yields in Italy approaching 4%. From Alf's perspective, while there is plenty of negative sentiment, one can argue that the price of risk does not fully reflect the degree of economic and financial vulnerability resulting from the combination of inflation and the risks of energy prices.Lastly, we touch on Alf's efforts at the Macro Compass, the newsletter he launched to share his insights on the big picture of risk and to play a role in financial education. I hope you enjoy this episode of the Alpha Exchange, my conversation with Alfonso Peccatiello

Freedom Lifestyle Experience
Complete Your Daily Disciplines And Ensure Success And Freedom

Freedom Lifestyle Experience

Play Episode Listen Later Sep 5, 2022 35:31


Do you want freedom in your life? It's easy to get bogged down looking at the big picture. It can be an overwhelming and giant force to contend with. But if you break it down into small, “bite-sized” pieces, freedom is almost inevitable. The question is. What “daily disciplines” are the most pivotal to shortcut your way to freedom? In this episode, you'll discover how to amass an army of “needle” movers in your life, as well as the way to delete dream stealers forever. You'll also discover the 5 critical tasks you need to do everyday to achieve success and freedom.. Listen now! Show highlights: Watch how “daily disciplines” move the physical, financial, spiritual, and entrepreneurial needle in your life (3:53) How to be in the best shape of your life by listening to “new advice” (even if you've tried for years to melt away stubborn pounds of fat) (9:33) Continue “showing up” and watch as you fail to achieve the lifestyle you deserve (and why you should adopt a “results-driven-methodology” instead) (10:11) How to amass an army of “needle movers” in your life and delete dream stealers (13:45) Boost your “awareness” and never worry about aggressive price drops, higher days on market, and a tough real estate market ever again (16:03) Think negative thoughts and watch as the GFC will repeat in your life (even though it won't happen to everyone) (16:37) Make the best financial decision this upcoming recession by relying on “seasoned advice” (17:22) 3 opportunities to “reposition” and add value to your real estate assets during a bust (19:30) Watch your bank account crumble if you purchase “mediocre-at-best” real estate deals because of momentum (21:36) Determine the 5 critical tasks you need to do everyday and watch as you move the needle in your business (26:37)    

Macro Hive Conversations With Bilal Hafeez
Karl Massey on the End of Investing as We Know It

Macro Hive Conversations With Bilal Hafeez

Play Episode Listen Later Sep 2, 2022 78:30


Karl is Fellow of the Royal Society of Arts, and Mentor at Creative Destruction Labs (Said Business School, University of Oxford). He began his career at JPMorgan trading fixed income. In 1996, Karl oversaw Banco Santander's Global Asset-Liability activities in Madrid. In 2001, he returned to London as Global Head of FX for HSBC Asset Management. From 2003, he held Senior Portfolio Manager roles at Brevan Howard, UBS O'Connor, Deutsche Bank's Cross Asset Trading group. In 2012 he joined Barclays Bank Treasury in London as Head of Euro Liquidity Management. In 2017 he joined LPP, Local Pensions Partnership, where he managed the Fixed Income portfolio. In 2018, he was a Participant at the Jackson Hole Economic Symposium. Karl holds two degrees; Physics from Imperial College, London and Molecular Biophysics from University College, University of Oxford. In this podcast we discuss: 1) Capital-ism vs income-ism. 2) The demographic problem. 3) Importance of the scientific method. 4) The end of mean reversion. 5) Investment uncertainty vs risk. 6) The risk of correlation changes. 7) How today's crises are different to GFC. 8) A coming asset crisis. 9) Phase transitions. 10) Central bank, real economy and political regime changes. 11) What the performance of the 60:40 portfolio tells us. 12) Solving for lower future market returns. 13) Demographic – climate change – machine learning shocks. 14) The failure of factor investing. 15) Have a plan A, B and C. 16) Career risk. 17) Books mentioned: The (Mis)Behaviour of Markets (Mandelbrot), The Upside of Down (Homer-Dixon), The Man Who Mistook His Wife for a Hat (Sacks)

The Christian Entrepreneurs Podcast
[Ep#377] Renewal of the mind, to believe God for supernatural provision and protection in the last days.

The Christian Entrepreneurs Podcast

Play Episode Listen Later Sep 1, 2022 57:43


Last year, I did a livestream with my friend and colleague Karen Culjak. She was also a speaker on my recent Summit – BEtheDifference on the topic: YOU: A NEW Creation in Christ and what that means.  The information Karen shared last year in November 2021 is still as relevant today as it was then. In fact, very much so, which is why I'm sharing it on this podcast.   Without any further ado, here's a little more about Karen and what we discuss.  Karen Culjak is a devoted Christian who loves Jesus! She's also a qualified life coach, who specialises in mindset coaching, psycho-spiritual therapy, and training people in Mental Health First Aid.   She's passionate about transformational growth and works with change-makers from all walks of life, who are uncompromisingly committed to renewing their minds, to the mind of Christ, so they can live their lives aligned to their true God-given purpose and potential.   On a personal note, she's married with a blended family of 6 adult children and 3 grandchildren; and she enjoys camping, caravanning, and 4wdriving, to explore the great outdoors when time permits. On today's episode Karen and I will be discussing:   The importance of renewing the mind to believe God for supernatural provision and protection in the last days; -  Mindset: your perspective and programming especially when it comes to your identity;   Mind renewal: Psycho-spiritual therapy, examining fruit, and identifying default programs that can limit our potential;   Source of security: System or Saviour, and much more  About Annemarie Cross: Dubbed “The Podcasting Queen,” Annemarie is recognized as an industry pioneer, launching her first co-hosted podcast in 2008 to be the voice of inspiration and hope amongst the deluge of ‘doom and gloom' after the GFC devastated families worldwide. Over a decade on, she's the author of Industry Thought Leader: How To Go from Invisible to Influential (and Profitable) with a Podcast and continues to be the voice of inspiration to a global audience through her award-winning podcasts. Annemarie continues to live out her mission of ‘Changing the World – ONE Message at a Time', with her own podcasts, as well as by supporting Professional Services Businesses (coaches and consultants) who are experts in their field (yet feel like they're the world's best-kept secret) go from Invisible to Influential (and Profitable) with their own Thought Leader Podcast. Click here to access Annemarie's Industry Thought Leader Podcast Series to help you go from Invisible to Influential (and Profitable) with a Podcast. Contact Annemarie: Website: www.ambitiousentrepreneurnetwork.com / www.annemariecross.com Twitter: @TheAmbitiousPod Facebook: @TheAmbitiousEntrepreneurShow The post [Ep#377] Renewal of the mind, to believe God for supernatural provision and protection in the last days appeared first on The Ambitious Entrepreneur Podcast Network. Learn more about your ad choices. Visit megaphone.fm/adchoices

Economics For Business
Jessica Fialkovich On The Business Of Selling Businesses

Economics For Business

Play Episode Listen Later Aug 30, 2022


Every business should have an exit plan in mind from Day 1. Why? Because it's impossible to control the timing of an exit or the changes in circumstances that might precipitate it. Venture capitalists know this, and build in their exit formulas at the time of their initial funding. Entrepreneurs should think the same way. And, like any business process, selling a business is a knowledge-based process that repays an investment in learning its techniques and critical success factors. Economics For Business talked to Jessica Fialkovich, a successful business builder in her own right, who founded Exit Factor, an advisory firm that helps entrepreneurs get the most from selling their businesses. Key Takeaways and Actionable Insights Entrepreneurship provides better career control and security than corporate life. Jessica climbed the corporate ladder, investing effort and skill into being a great employee. But she was just a name on a list when the GFC came along - a list of those to be let go when Lehman Brothers (her employer's funder) collapsed. She realized that entrepreneurship provided her with great security. There's uncertainty, but the entrepreneur decides what their future is, takes responsibility for those decisions, and accepts the accountability. She built a successful business through hard work and the discovery process of identifying target customers and finding new and better ways to bring them value. Her chosen business was in wine sales to wine-loving customers, many of whom were connoisseurs. She developed many specialized services including finding rare wines for collectors, and her clientele spanned the globe. She incorporated the latest technologies and innovated in marketing techniques. She worked long hours, talking to customers across 16 time zones from Japan to California. Then she decided to sell. Entrepreneurs experience a lot less support when selling a business than when building it. When you're successfully growing a business, everyone wants to help, providing you with business services and supplies, and advice and ideas. What Jessica found when she came to sell was that she was on her own. It was hard to find expert help, or the requisite resources, or pretty much any kind of support infrastructure for a transaction of the size she was planning. For big business, there's investment banking. For the 99.9% of businesses outside the Fortune 500, there was nothing similar. There were some so-called business brokers, but they were not dedicated specialists, not professionals in the specific process of selling, unreliable and poor at client service. As an alert entrepreneur, Jessica understood that this finding signaled a market need. The first step to design for an under-served market is to draw on relevant experience from parallel markets. Business development always starts with first principles: is there a market to be served, in that some potential customers feel an unmet need or have a meaningful problem to be solved? Jessica had first-hand knowledge of the problem, and talking to entrepreneurs in similar situations reinforced her confidence in the market's potential. The comparison market Jessica chose was investment banking, which can be thought of as selling businesses of a larger scale. There's an established investment banking process and a timeline of steps and milestones from preparing an evaluation, to developing the pitch deck, to the identification of the best buyers and the tailoring of a marketing plan for them. Jessica's husband had some relevant investment banking experience which enhanced the knowledge transfer from one field to another, and provided a reality check for the process design. Business-to-business services development and execution has its own set of rules; the most important one is the nurturing of relationships. A business brokerage is a high-intensity B2B service bundle requiring a lot of in-person customized relationship management. There's pitching the potential customers in the first place, customizing the service tom their particular business and to meet their specific needs, with a big need for staff training to deliver these specialized services. B2B service providers must be both sales experts and process experts. That requires a lot of human capital. Jessica's answer was to design and build a system-based model that, once in place, could be repeated and reproduced via well-trained staff with the right IT support. She has found B2B services to be even more demanding than sourcing rare wines for connoisseurs. Selling a business is somehow more personal and individual. A client's perception of what their business is worth may be quite different than the market's perception. It's the nurturing of relationships that smooths out the potential jagged edges in these transactions. Some insights for entrepreneurs selling their business. Identify your exit options from Day 1 of your business. Since it's impossible to control exit timing - which may be due to unforeseen changes in circumstances - it's best to lay the runway from the start. Plan to run a salable business, as well as one that's profitable and growing. Don't have a fire sale or panic sale or be unprepared.Tailoring your selling process to the size and type of your business is important. There are different influences on what moves valuations up or down depending on business size, but, in all cases, it's a process with a beginning, a middle and an end to be planned for in advance. You've got to know how to find buyers, how to source offers, and how to keep your business in good shape for due diligence.Conduct regular health checks for evaluation. Always know what your business is worth. Find out how businesses are valued in your industry or sector. Make sure your business shows well on the criteria that are applied in your field.EBITDA multiples are the dominant valuation metric. You may read in the Wall Street Journal about businesses being acquired for brand value, or for technology integration, or for other reasons of corporate M&A strategy. For small and medium size businesses, EBITDA multiples remain the dominant metric. There's some art regarding what the precise multiple may turn out to be, but it'd within a range and is not going to vary wildly.There is some room for qualitative factors and subjective valuation. Jessica listed subjective factors ranging from the degree of business involvement of the owner (and the worry that their future absence might be detrimental) to the perceived quality of the brand and its imagery and reputation.The ultimate asset is a proven and scalable business model. If you can demonstrate that your business model returns increases in revenue and profit growth for additional investments in capital or people or marketing, then you are most likely to find an eager buyer. Make sure you can model your business in this way and that the data are clean and credible. Additional Resources Getting The Most For Selling Your Business by Jessica Fialkovich: Mises.org/E4B_185_Book ExitFactor.com Jessica on LinkedIn: Mises.org/E4B_185_LinkedIn

Mises Media
Jessica Fialkovich On The Business Of Selling Businesses

Mises Media

Play Episode Listen Later Aug 30, 2022


Every business should have an exit plan in mind from Day 1. Why? Because it's impossible to control the timing of an exit or the changes in circumstances that might precipitate it. Venture capitalists know this, and build in their exit formulas at the time of their initial funding. Entrepreneurs should think the same way. And, like any business process, selling a business is a knowledge-based process that repays an investment in learning its techniques and critical success factors. Economics For Business talked to Jessica Fialkovich, a successful business builder in her own right, who founded Exit Factor, an advisory firm that helps entrepreneurs get the most from selling their businesses. Key Takeaways and Actionable Insights Entrepreneurship provides better career control and security than corporate life. Jessica climbed the corporate ladder, investing effort and skill into being a great employee. But she was just a name on a list when the GFC came along - a list of those to be let go when Lehman Brothers (her employer's funder) collapsed. She realized that entrepreneurship provided her with great security. There's uncertainty, but the entrepreneur decides what their future is, takes responsibility for those decisions, and accepts the accountability. She built a successful business through hard work and the discovery process of identifying target customers and finding new and better ways to bring them value. Her chosen business was in wine sales to wine-loving customers, many of whom were connoisseurs. She developed many specialized services including finding rare wines for collectors, and her clientele spanned the globe. She incorporated the latest technologies and innovated in marketing techniques. She worked long hours, talking to customers across 16 time zones from Japan to California. Then she decided to sell. Entrepreneurs experience a lot less support when selling a business than when building it. When you're successfully growing a business, everyone wants to help, providing you with business services and supplies, and advice and ideas. What Jessica found when she came to sell was that she was on her own. It was hard to find expert help, or the requisite resources, or pretty much any kind of support infrastructure for a transaction of the size she was planning. For big business, there's investment banking. For the 99.9% of businesses outside the Fortune 500, there was nothing similar. There were some so-called business brokers, but they were not dedicated specialists, not professionals in the specific process of selling, unreliable and poor at client service. As an alert entrepreneur, Jessica understood that this finding signaled a market need. The first step to design for an under-served market is to draw on relevant experience from parallel markets. Business development always starts with first principles: is there a market to be served, in that some potential customers feel an unmet need or have a meaningful problem to be solved? Jessica had first-hand knowledge of the problem, and talking to entrepreneurs in similar situations reinforced her confidence in the market's potential. The comparison market Jessica chose was investment banking, which can be thought of as selling businesses of a larger scale. There's an established investment banking process and a timeline of steps and milestones from preparing an evaluation, to developing the pitch deck, to the identification of the best buyers and the tailoring of a marketing plan for them. Jessica's husband had some relevant investment banking experience which enhanced the knowledge transfer from one field to another, and provided a reality check for the process design. Business-to-business services development and execution has its own set of rules; the most important one is the nurturing of relationships. A business brokerage is a high-intensity B2B service bundle requiring a lot of in-person customized relationship management. There's pitching the potential customers in the first place, customizing the service tom their particular business and to meet their specific needs, with a big need for staff training to deliver these specialized services. B2B service providers must be both sales experts and process experts. That requires a lot of human capital. Jessica's answer was to design and build a system-based model that, once in place, could be repeated and reproduced via well-trained staff with the right IT support. She has found B2B services to be even more demanding than sourcing rare wines for connoisseurs. Selling a business is somehow more personal and individual. A client's perception of what their business is worth may be quite different than the market's perception. It's the nurturing of relationships that smooths out the potential jagged edges in these transactions. Some insights for entrepreneurs selling their business. Identify your exit options from Day 1 of your business. Since it's impossible to control exit timing - which may be due to unforeseen changes in circumstances - it's best to lay the runway from the start. Plan to run a salable business, as well as one that's profitable and growing. Don't have a fire sale or panic sale or be unprepared.Tailoring your selling process to the size and type of your business is important. There are different influences on what moves valuations up or down depending on business size, but, in all cases, it's a process with a beginning, a middle and an end to be planned for in advance. You've got to know how to find buyers, how to source offers, and how to keep your business in good shape for due diligence.Conduct regular health checks for evaluation. Always know what your business is worth. Find out how businesses are valued in your industry or sector. Make sure your business shows well on the criteria that are applied in your field.EBITDA multiples are the dominant valuation metric. You may read in the Wall Street Journal about businesses being acquired for brand value, or for technology integration, or for other reasons of corporate M&A strategy. For small and medium size businesses, EBITDA multiples remain the dominant metric. There's some art regarding what the precise multiple may turn out to be, but it'd within a range and is not going to vary wildly.There is some room for qualitative factors and subjective valuation. Jessica listed subjective factors ranging from the degree of business involvement of the owner (and the worry that their future absence might be detrimental) to the perceived quality of the brand and its imagery and reputation.The ultimate asset is a proven and scalable business model. If you can demonstrate that your business model returns increases in revenue and profit growth for additional investments in capital or people or marketing, then you are most likely to find an eager buyer. Make sure you can model your business in this way and that the data are clean and credible. Additional Resources Getting The Most For Selling Your Business by Jessica Fialkovich: Mises.org/E4B_185_Book ExitFactor.com Jessica on LinkedIn: Mises.org/E4B_185_LinkedIn

Interviews
Jessica Fialkovich On The Business Of Selling Businesses

Interviews

Play Episode Listen Later Aug 30, 2022


Every business should have an exit plan in mind from Day 1. Why? Because it's impossible to control the timing of an exit or the changes in circumstances that might precipitate it. Venture capitalists know this, and build in their exit formulas at the time of their initial funding. Entrepreneurs should think the same way. And, like any business process, selling a business is a knowledge-based process that repays an investment in learning its techniques and critical success factors. Economics For Business talked to Jessica Fialkovich, a successful business builder in her own right, who founded Exit Factor, an advisory firm that helps entrepreneurs get the most from selling their businesses. Key Takeaways and Actionable Insights Entrepreneurship provides better career control and security than corporate life. Jessica climbed the corporate ladder, investing effort and skill into being a great employee. But she was just a name on a list when the GFC came along - a list of those to be let go when Lehman Brothers (her employer's funder) collapsed. She realized that entrepreneurship provided her with great security. There's uncertainty, but the entrepreneur decides what their future is, takes responsibility for those decisions, and accepts the accountability. She built a successful business through hard work and the discovery process of identifying target customers and finding new and better ways to bring them value. Her chosen business was in wine sales to wine-loving customers, many of whom were connoisseurs. She developed many specialized services including finding rare wines for collectors, and her clientele spanned the globe. She incorporated the latest technologies and innovated in marketing techniques. She worked long hours, talking to customers across 16 time zones from Japan to California. Then she decided to sell. Entrepreneurs experience a lot less support when selling a business than when building it. When you're successfully growing a business, everyone wants to help, providing you with business services and supplies, and advice and ideas. What Jessica found when she came to sell was that she was on her own. It was hard to find expert help, or the requisite resources, or pretty much any kind of support infrastructure for a transaction of the size she was planning. For big business, there's investment banking. For the 99.9% of businesses outside the Fortune 500, there was nothing similar. There were some so-called business brokers, but they were not dedicated specialists, not professionals in the specific process of selling, unreliable and poor at client service. As an alert entrepreneur, Jessica understood that this finding signaled a market need. The first step to design for an under-served market is to draw on relevant experience from parallel markets. Business development always starts with first principles: is there a market to be served, in that some potential customers feel an unmet need or have a meaningful problem to be solved? Jessica had first-hand knowledge of the problem, and talking to entrepreneurs in similar situations reinforced her confidence in the market's potential. The comparison market Jessica chose was investment banking, which can be thought of as selling businesses of a larger scale. There's an established investment banking process and a timeline of steps and milestones from preparing an evaluation, to developing the pitch deck, to the identification of the best buyers and the tailoring of a marketing plan for them. Jessica's husband had some relevant investment banking experience which enhanced the knowledge transfer from one field to another, and provided a reality check for the process design. Business-to-business services development and execution has its own set of rules; the most important one is the nurturing of relationships. A business brokerage is a high-intensity B2B service bundle requiring a lot of in-person customized relationship management. There's pitching the potential customers in the first place, customizing the service tom their particular business and to meet their specific needs, with a big need for staff training to deliver these specialized services. B2B service providers must be both sales experts and process experts. That requires a lot of human capital. Jessica's answer was to design and build a system-based model that, once in place, could be repeated and reproduced via well-trained staff with the right IT support. She has found B2B services to be even more demanding than sourcing rare wines for connoisseurs. Selling a business is somehow more personal and individual. A client's perception of what their business is worth may be quite different than the market's perception. It's the nurturing of relationships that smooths out the potential jagged edges in these transactions. Some insights for entrepreneurs selling their business. Identify your exit options from Day 1 of your business. Since it's impossible to control exit timing - which may be due to unforeseen changes in circumstances - it's best to lay the runway from the start. Plan to run a salable business, as well as one that's profitable and growing. Don't have a fire sale or panic sale or be unprepared.Tailoring your selling process to the size and type of your business is important. There are different influences on what moves valuations up or down depending on business size, but, in all cases, it's a process with a beginning, a middle and an end to be planned for in advance. You've got to know how to find buyers, how to source offers, and how to keep your business in good shape for due diligence.Conduct regular health checks for evaluation. Always know what your business is worth. Find out how businesses are valued in your industry or sector. Make sure your business shows well on the criteria that are applied in your field.EBITDA multiples are the dominant valuation metric. You may read in the Wall Street Journal about businesses being acquired for brand value, or for technology integration, or for other reasons of corporate M&A strategy. For small and medium size businesses, EBITDA multiples remain the dominant metric. There's some art regarding what the precise multiple may turn out to be, but it'd within a range and is not going to vary wildly.There is some room for qualitative factors and subjective valuation. Jessica listed subjective factors ranging from the degree of business involvement of the owner (and the worry that their future absence might be detrimental) to the perceived quality of the brand and its imagery and reputation.The ultimate asset is a proven and scalable business model. If you can demonstrate that your business model returns increases in revenue and profit growth for additional investments in capital or people or marketing, then you are most likely to find an eager buyer. Make sure you can model your business in this way and that the data are clean and credible. Additional Resources Getting The Most For Selling Your Business by Jessica Fialkovich: Mises.org/E4B_185_Book ExitFactor.com Jessica on LinkedIn: Mises.org/E4B_185_LinkedIn

Macro Hive Conversations With Bilal Hafeez
James Fok on the US-China Financial Cold War, Dollar Dominance and Role of HK

Macro Hive Conversations With Bilal Hafeez

Play Episode Listen Later Aug 26, 2022 64:15


James Fok is a veteran financial and strategic advisor to corporations and governments. He served as a senior executive at Hong Kong Exchanges and Clearing (HKEX) from 2012 until 2021. While there, he played a major role in a number of landmark financial markets initiatives, including the launch of the Shanghai-Hong Kong Stock Connect programme (2014), Bond Connect (2017) and the Hong Kong market's Listing Reforms (2018). Prior to HKEX, Fok worked as an investment banker in both Europe and Asia, specialising in the financial services sector. James is the author of the recently published book: Financial Cold War: A View of Sino-US Relations from the Financial Markets (2021). In this podcast we discuss: 1) The impact of the global financial crisis on the US and China. 2) How US-China relations have shifted since the Second World War. 3) China's demographic challenge. 4) China dynastic history and what it tells us about China. 5) The need for China capital market reforms. 6) Reliance of China on the US dollar financial system. 7) The impact of Russia sanctions. 8) Costs to the US of dollar dominance. 9) Why Cold War analogies are incorrect. 10) How China's reliance on food and energy imports affects its view on US containment policies. 11) Potential reforms to reduce US-China tensions. 12) The role of HK as a bridge between East and West. 13) Books that influenced James: The Quiet American (Greene) and Deng Xiaoping and the Transformation of China (Vogel).

RBC's Markets in Motion
2Q22 Hedge Fund Handbook: Conflicting Market Signals, LT Opportunity In Growth

RBC's Markets in Motion

Play Episode Listen Later Aug 25, 2022 8:58 Transcription Available


Today in the podcast, our takeaways from our review of the 2Q22 stock-level holdings of more than 300 hedge funds based on the 13f's that were recently released. Three big things you need to know: First, the performance of the most popular S&P 500 stocks in hedge funds has started to weaken after initially showing some signs of stabilization in late 2Q – a potentially negative signal for the broader market in the near-term. Second, hedge funds began 3Q22 with overweights to cyclicals and commodities that were at post GFC highs, overweights to defensives that were below peak, and underweights in secular growth – something that tells us the longer-term opportunity remains in the Growth trade. Third, the performance of the most popular Russell 2000 stocks in hedge funds has started to stabilize – an admittedly conflicting, positive signal for stocks.

Making Sense
European Sovereign Debt Crisis - is it Back? [Ep. 275, Eurodollar University]

Making Sense

Play Episode Listen Later Aug 16, 2022 30:00 Very Popular


The European Sovereign Debt Crisis of 2011-12 was the final nail in the post-Cold War Globalization coffin; it proved beyond a doubt that a global money/credit/collateral crisis was not a one-time event (the GFC) but a permanent, reoccurring disorder. Now, it maybe back.****DISCLOSURES****Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.****EP. 275 REFERENCES****RealClear Markets Essays: https://bit.ly/38tL5a7Epoch Times Columns: https://bit.ly/39ESkRf****THE EPISODES****YouTube: https://bit.ly/310yisLVurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgCastbox: https://bit.ly/3fJR5xQPodvine: https://bit.ly/3lt5NiHPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39XjrPodcastRepublic: https://bit.ly/3LH8JlV****THE TEAM****Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.****FIND THE TEAM****Jeff: https://twitter.com/JeffSnider_AIPJeff: https://www.eurodollar.university/Emil: https://twitter.com/EmilKalinowskiEmil: https://www.EuroDollarEnterprises.comDavid: https://DavidParkins.com/Terence: https://www.VisualFocusMedia.comLazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg"Neon Dreams": https://youtu.be/8vk_pnHbeZ4****DISCLOSURES****Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

The TreppWire Podcast
153. Time to Play Offense or Defense? CRE & Lending Update with Rachael Brown, The Bank of Tampa

The TreppWire Podcast

Play Episode Listen Later Aug 15, 2022 31:00


In a special guest episode of The TreppWire Podcast, we welcome Rachael Brown, Senior VP of Commercial Real Estate at The Bank of Tampa to discuss the current real estate lending market. We dive into the state of the Tampa Bay area, new developments to watch, the impact of economic conditions on CRE, and market sentiment amid volatility. Listen now. Episode Notes: • Background (0:23) • Tampa's compelling nature (2:05) • Multifamily cap rates (9:25) • Projects and developments underway in Tampa (15:49) • Change in tone of the market; is it time to play offense or defense? (18:45) • Did liquidity tighten this summer? (20:26) • Impact of Fed decisions on FL economy (22:29) • Parallels to the GFC (24:09) • Bank of Tampa's sweet spot (25:26) • What keeps you up at night in CRE? (27:17) • Market sentiment (28:17) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

Weird Science DC Comics Podcast
Bonus Show - The Boys #1 ”The Name of the Game - Part One” Comic Book Review / Weird Science DC Comics

Weird Science DC Comics Podcast

Play Episode Listen Later Aug 11, 2022 36:39


Bonus Show - The Boys #1 ”The Name of the Game - Part One” Comic Book Review / Weird Science DC Comics - This episode is from our July Book of the Month Podcast that I do with Stork.  Each Month the GFC gets to pick what book we talk about (August's Book of the Month is Grant Morrison's Batman and Robin), and while The Boys kind of rubbed us the wrong way, it did cement the thought that the TV series might be better than the source material.  If you want more podcasts like this, think about checking out and joining our Patreon (link below)   Join our Patreon and help us feel loved for as little as $1/Month @ Patreon.com/WeirdScience This Week's Badass Patreon Spotlight Show: Sword of Azrael #1 & The New Champion of Shazam! #1 Click Here for Weird Science Links: https://campsite.bio/weirdsciencecomics