Podcasts about global head

The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in data analytics and technology are helping investors better understand markets not just in during turbulent times, but in everyday decision making. But is AI the answer to consistent investment performance, and how can human judgment have the potential to create more resilient investment results? Enter systematic investing, that blends human insight and machine learning to pursue consistent alpha in volatile markets through disciplined processes, alternative data, and continuous innovation.Ronald Kahn, Global Head of Systematic Investment Research at BlackRock, has played a foundational role in shaping the field of quantitative investing over the past few decades. He joins host Oscar Pulido to talk about what it means to pursue consistent alpha in today's markets, how data and technology have evolved investors' expectations and how systematic investing continues to deliver potential in uncertain conditions.Key moments in this episode:00:00 Investment Uncertainty in 202502:23 Pursuing Consistent Alpha in Volatile Markets04:02 The Role of Data and Technology04:26 Alternative Data in Action07:53 Systematic Investing and Technology12:44 Human and Machine Collaboration16:07 Considerations for Individual Investors18:47 Conclusion and Next Episode PreviewCheck out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q

A question we've been hearing a lot at the All Things Sustainable podcast is: How do businesses sync their climate strategies with their financial decisions?    In this episode, we bring you highlights from an event that dove into this question in detail: The inaugural S&P Global Sustainable1 Climate Summit hosted by the S&P Global Climate Center of Excellence.   The center is home to world-class scientists dedicated to addressing the frontiers of long-term climate, environmental and nature research and methodology development. The June 5 Climate Summit in New York City convened many of those scientists alongside financial institutions and industry leaders to talk about translating climate science into actionable insights that inform investment and financial decision-making.  In today's episode we talk to three speakers from the Summit:   -Dr. Terence Thompson, the Chief Science Officer at the S&P Global Climate Center of Excellence; he explains the center's work and how it seeks to bridge gaps between stakeholders, including climate scientists, economists and financial institutions.   -Sonja Gibbs, Managing Director and Head of Sustainable Finance at the Institute for International Finance, a global network of financial institutions; she explains how IIF members are thinking about climate risks and opportunities.  -Aniket Shah, Managing Director and Global Head of the Sustainability and Transition Strategy team at Jefferies Group; he tells us why financial decision-makers need “data, not vibes” to drive their sustainability strategies.   Listen to recent podcast interviews referenced in today's episode:    Why businesses are going ‘back to basics' in sustainability strategies | S&P Global  How HSBC is financing infrastructure for a low-carbon economy | S&P Global  How EU proposals could change the sustainability reporting landscape | S&P Global  Learn more about the Climate Center of Excellence | S&P Global  This piece was published by S&P Global Sustainable1, a part of S&P Global.    Copyright ©2025 by S&P Global             DISCLAIMER     By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.       S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Kim Fustier, Head of European Oil & Gas Research, and Murat Ulgen, Global Head of Emerging Markets, discuss how the conflict between Iran and Israel has introduced yet more uncertainty into financial markets.Disclaimer: https://www.research.hsbc.com/R/101/nwbqSGcStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Jeff Currie is the Chief Energy Officer at the Carlyle Group, one of the world's leading private equity firms.He is the former Global Head of Commodities Research at Goldman Sachs, where he helped to build their commodities business. During his nearly three decades at the firm, he became one of the leading commodity market analysts.He authored a paper called "The New Joule Order" in March of this year. In that paper he asserts that decisions affecting energy investment are no longer being driven purely by cost or even environmental concerns. Rather, they are being driven by energy security considerations. This affects real estate investors that are making assumptions about energy investments that have regional impact on real estate in those area.-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Neda Vakilian, Partner, Investor Solutions Group at Actis Neda is a partner of the firm having joined Actis in January 2022 where she was responsible for the coordination and management of strategic investor initiatives, fundraising project management, and product development. In March 2023, Neda was promoted to Global Head of Actis' Investor Solutions Group. Neda has around 20 years of industry experience, working across private capital markets, business development, and fundraising. Before joining Actis, she was Co-Head of Capital Solutions and Investor Relations for Amber Infrastructure. In this role, she was responsible for sales, client servicing, and product development, and was an investment committee member and board director on strategies. Prior to this, Neda worked at Macquarie Capital and the Green Investment Bank (now the Green Investment Group) where she was a leading member of the team responsible for raising what was, at the time, the largest renewables fund in Europe. She began her career as a solicitor, working at Clifford Chance and SJ Berwin. Disclaimer Risk management seeks to mitigate risk but does not eliminate risk and does not protect against losses. The statements referenced herein regarding the impact of the United States political office on decarbonisation efforts or the market are as of June 2025 and represent the views of Actis which is not research and should not be treated as research. Historic market trends are not reliable indicators of actual future market behaviour or future performance of any particular investment which may differ materially and should not be relied upon as such. Moreover, there is no assurance historical trends will continue.  

Coverage of the Israel-Iran conflict has been shaped by restricted access and challenges for international journalists. With few media outlets able to base reporters inside Iran, coverage often relies on external analysis, satellite imagery, and information that is difficult to independently verify. Shashank Joshi, Defence Editor at The Economist, and Shayna Oppenheimer, Journalist at BBC Monitoring, discuss. Netflix's new documentary “Grenfell: Uncovered” marks the eighth anniversary of the Grenfell Tower fire by highlighting corporate and regulatory failings that contributed to the tragedy. Director Olaide Sadiq explains how the team built trust with interviewees and brought to light evidence not widely known. Reddit celebrates its 20th anniversary as one of the internet's largest community-led platforms. Laura Nestler, Reddit's Global Head of Community, explains their approach to moderation and addresses concerns about AI's growing role on the platform.Presenters: Ros Atkins and Katie Razzall Producer: Lisa Jenkinson Assistant Producer: Lucy Wai

Herald van der Linde welcomes Global Head of Transport Research Parash Jain and Asia Equity Strategist Prerna Garg into the studio for a discussion on the impact of Middle East tensions on Asian markets, economics and global shipping.Disclaimer: https://www.research.hsbc.com/R/101/Rc9xgDh.Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

The world is experiencing a new reality: infrastructure, agriculture, and supply chains were built for a historical climate that no longer exists. Last year the average global surface temperature was about 1.47° C warmer than in the late 19th century, according to NASA. On current trends we are on course for perhaps 2.7° C of warming by the end of the current century: far in excess of the Paris Agreement goal of 1.5° C.As it becomes increasingly likely that the world is not going to cut greenhouse gas emissions enough to meet that Paris goal, it becomes more and more important for us to learn how to adapt and become more resilient in a warming world.It's an issue that has been a focus for Dr Sarah Kapnick, the Global Head of Climate Advisory at the bank JP Morgan. She is a former Chief Scientist at NOAA, the National Oceanic and Atmospheric Administration, and she knows the worlds of climate science and climate finance inside out.She returns to the show to talk to host Ed Crooks and regular Amy Myers-Jaffe about what the world's failure to get on track for meeting the Paris goals means for finance, investment and our futures. Together they unpack what global warming means for economies, energy systems and vulnerable communities. One critical point where climate damages and risks are emerging as an urgent issue is in insurance costs. Some areas are becoming uninsurable as threats of flooding or wildfires mount. The impacts are worst for low-income communities and countries. Without support to adapt and build resilience, many nations could face a climate-induced debt spiral. So what can we do to be prepared for a warming world? How are energy companies investing to stay ahead of the risks? And can there be a profitable business in climate adaptation? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

VentureFuel's Visionary of the Year is an honor voted on by peers in corporate innovation for the change agent who seizes new opportunities that drive outsized results. This year's winner, Charlotte Newman, is the former Global Head of Underrepresented Founder and Investor Startup Business Development at AWS, former founder, and a passionate advocate in the Senate and US House of Representatives for diversity, equity, and inclusion, driving initiatives that empower marginalized entrepreneurs worldwide. Join us to hear her inspiring journey and insights on transforming the innovation ecosystem through collaboration and access.

Heather H. Wilson, Chief Executive Officer of CLARA Analytics, has more than a decade of executive experience in data, analytics, and artificial intelligence, including Global Head of Innovation and Advanced Technology at Kaiser Permanente and Chief Data Officer of AIG. While at AIG, she was named Insurance Woman of the Year by the Insurance Technology Association for her data innovation work. Wilson has been a steady supporter of diversity. She launched the Kaiser Permanente Women in Technology group, focused on mentorship and retention for women in math, technology, and science. At AIG, she launched Global Women in Technology and served as Executive Sponsor of Girls Who Code. In this episode of In the Know, Chris Hampshire and Heather explore the work she has done to empower women in coding and STEM, AI technology advancements, and strategies for addressing talent challenges in today's fast-evolving insurance industry.   Key Takeaways Heather's career unfolded in three chapters. The current state and application of analytics in today's insurance industry. A look into the future of large language model (LLM) technology. The application of agentic AI in the claims sector. Integrating new and legacy technology platforms. Heather's experiences as a female leader in the insurance industry. Industry disruption, talent recruitment, and navigating the silver tsunami. Data analysts and the insurance industry. A five-year look to changing agent and adjuster responsibilities. Heather's strategic risk advice to her early career self.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes “At the end of the day, there is an outcome that we're trying to drive for the claimant and for the insurer.” “AI is helping us take the surprises and get in front of them to handle cases differently.”  “Whether it's a risk or claims system, they really have the opportunity to lead the insurance industry on agentic AI.” “Data is still king, and so is the orchestration of that data.” “For super complex cases, people still need to have that human-in-the-loop touch.”

We welcome back Dan Ives, the Global Head of Technology Research at Wedbush Securities, for his third appearance in three months. Dan discusses his recent visits to the New York Stock Exchange and major calls on tech stocks, especially his bullish stance on Tesla. He introduces his new ETF, the Dan Ives Wedbush AI Revolution ETF, which includes a dynamic list of 30 companies crucial to the AI sector, like Nvidia, Microsoft, and Tesla. Despite skepticism around high valuations and market digestion, Dan remains optimistic about the transformative potential of AI. The podcast also covers the performance and future prospects of major tech players like Oracle, IBM, Meta, and Apple, as well as the potential for AI-driven growth in the tech sector. Dan highlights the importance of staying adaptable and responsive in the ever-evolving market landscape, offering insights into how his ETF reflects this approach. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Today's guest is Yunke Xiang, Global Head of Data Science for Manufacturing, Supply Chain, and Quality at Sanofi. Yunke joins Emerj Editorial Director Matthew DeMello to discuss the challenges that slow AI adoption in life sciences manufacturing, highlighting how fragmented data systems and legacy infrastructure create hurdles for AI initiatives. In this episode, Yunke explains how years of acquisitions and siloed data have made building a cohesive data foundation difficult, impacting AI's potential in manufacturing and supply chain optimization. Yunke shares Sanofi's approach to balancing build versus buy decisions for AI solutions and the critical role leadership plays in fostering an environment where data science can thrive. Yunke also reflects on the evolving landscape of AI in pharma manufacturing and the importance of strong governance and collaboration for successful implementation. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast! Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

If we look out 5-10 years, what is going to be more important to the next generation. Is it their digital life or their physical life? In this “Live from Links” episode, Patrick Ghion, Chief Cyber Strategy Officer for the Geneva Cantonal Police and an active member of the INTERPOL Metaverse Expert Group provides his answer to  Jim Lee (Global Head of Capacity Building, Chainalysis), who spent almost 30 years with IRS Criminal Investigation team. The duo discusses the complexities of law enforcement's evolving landscape in the digital age and the critical role of public-private partnerships and academia in combating cybercrime. Patrick provides context around the creation of regional Cyber Competence Centers (RC3) and the progress law enforcement is making in the metaverse, while encouraging  police departments to strategize for future threats, training, and the integration of AI. Minute-by-minute episode breakdown 2 | Patrick's career progression and intro to Regional Cyber Competence Center (RC3) 5 | Metaverse policing strategy and approach to “Vision 2030” 7 | Societal shift to report cybercrimes to police in the metaverse than in real life 11 | Public-Private and Academic Partnerships 15 | Hiring strategy for law enforcement for crypto and AI  19 | Reflections on Links Conference and networking   Related resources Check out more resources provided by Chainalysis that perfectly complement this episode of the Public Key. Website: Geneva Police: Protect and Serve Blog: Vision 2030+: Geneva Police in the Metaverse Blog: Chainalysis Links NYC 2025 – Day 1 Showcases Innovation, Security, and Collaborative Power Chainalysis In Action: How Chainalysis Helped the FBI Track Down and Freeze Millions in the Caesars Casino Ransomware Attack Blog: AI-Powered Crypto Scams: How Artificial Intelligence is Being Used for Fraud YouTube: Chainalysis YouTube page Twitter: Chainalysis Twitter: Building trust in blockchain Speakers on today's episode Jim Lee *host* (Global Head of Capacity Building, Chainalysis) Patrick Ghion (Chief Cyber Strategy Officer, Geneva Cantonal Police) This website may contain links to third-party sites that are not under the control of Chainalysis, Inc. or its affiliates (collectively “Chainalysis”). Access to such information does not imply association with, endorsement of, approval of, or recommendation by Chainalysis of the site or its operators, and Chainalysis is not responsible for the products, services, or other content hosted therein. Our podcasts are for informational purposes only, and are not intended to provide legal, tax, financial, or investment advice. Listeners should consult their own advisors before making these types of decisions. Chainalysis has no responsibility or liability for any decision made or any other acts or omissions in connection with your use of this material. Chainalysis does not guarantee or warrant the accuracy, completeness, timeliness, suitability or validity of the information in any particular podcast and will not be responsible for any claim attributable to errors, omissions, or other inaccuracies of any part of such material.  Unless stated otherwise, reference to any specific product or entity does not constitute an endorsement or recommendation by Chainalysis. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by Chainalysis employees are those of the employees and do not necessarily reflect the views of the company. 

Private credit has outpaced growth expectations in recent years — but where is it headed next? In this episode of Strategic Alternatives, Robert Griffith, Global Head of Senior Relationship Management, speaks with Eric Wise, Head of Alternate Finance, and Jason Goss, Head of European Solutions and Structured Products, about innovation in private credit and how issuers can navigate this rapidly evolving market.

Insurance companies and pension plans are playing a bigger role in private credit, with new products evolving to meet their needs. But private wealth participation is still noticeably limited. In this episode of Strategic Alternatives, RBC's Robert Griffith, Global Head of Senior Relationship Management explores the evolving market with Jason Goss, Head of European and Structured Products, and Eric Wise, Head of Alternate Finance.

How Do You REALLY Break Into Music Publishing? Dive into the ever-evolving world of music publishing with Kim Frankiewicz, Global Head of Creative at Concord Music Publishing, in this episode of the MUBUTV Music Business Insider Podcast. Kim brings insight on streaming royalties, the rise of female leadership, why work ethic matters, and what publishers are seeking from artists and songwriters today. Tune in for practical career advice and inspiration for navigating the new music industry. Don't miss out!

In this episode of Current Account, Clay is joined by Carsten Brzeski, the Global Head of Macro at ING Research, to discuss developments in the German economy following the recent federal elections - held in February 2025. Clay and Carsten begin with notable changes in the economy since the elections were held before analyzing the recent redefinition of Germany's debt brake, how this constitutional reform aligns with Germany's goals and priorities, how U.S.-imposed tariffs on the E.U. impact U.S.-German relations, the path for Germany to reclaim its historical role as one of Europe's leading economies and much more. This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.

Join Michal Lasman, a global marketing leader, as she delves into a candid conversation with Chloe Petherick, the Global Head of Brand and Communications at Unispace. Discover Chloe's unique perspective on the transformative power of branding and how it can drive organizational alignment, customer loyalty, and bottom-line results.

For episode 34 of the TriloTalk podcast, Lisa Chamberlain James, Senior Partner at Trilogy, sits down with the AI Agent expert Nikesh Shah, VP and Global Head, Generative AI at Indegene. They discuss everything you need to know about AI Agents – the day-to-day usage, project confidentiality, when it will become mainstream, which industries are using it now, and how it will enrich our lives. It's an episode you don't want to miss!  

TALENT ACQUISITION WITHOUT BOUNDARIES: LEADERSHIP LESSONS FOR GLOBAL TA TEAMS   There are many reasons why companies become geographically dispersed - to better service local markets, to develop specific new products, tap into specialist labour markets, corporate tax efficiency and wage arbitrage, taking advantage of skilled labour wherever it can be found at the best cost coefficient for the business.   How is it like to work in, manage and lead a Global Talent Acquisition team? This is the question we'll be looking to ask in this week's Brainfood Live   - What are the main challenges of working with global TA teams? - How real are cultural differences when it comes to talent acquisition? - Do local recruiters NEED to operate differently, with behaviours best suited to the local landscape? - How does AI innovation impact global communication? - What is the impact of remote vs hybrid vs on premise on management of global Talent Acquisition? - Can it be said that different countries have different status for TA? - How realistic / fair is it to cultivate different practices in TA - how do we determine which is most appropriate? - DEI: how does this work in Global TA? - What are the best methods of fostering team cohesion across distance / time boundaries? - KPI's - are these localised and should they be? - EVP - are these localised and should they be? - Career pathing / Internal mobility - how can leaders provide internal labour liquidity in TA? - Hiring leaders...what best tips / techniques? - Implementing technology ...how to select and implement?   All this and more, with Brainfood Live On Air.   We're with Sandy Grewal, Global HR Transformation Lead (Kambi), Harpreet Kaur, Director Talent Acquisition (Adobe) & Jennifer Candee, Global Head of Talent Acquisition, (IMI)   We are on Friday 13th June, 2pm BST   Click on the Save My Spot button to attend for free, and follow the channel here (recommended) to be notified for this and all future Brainfood Lives   Ep312 is sponsored by our friends Ashby   Ashby is the all-in-one ATS which evolves at the speed of AI.   Trusted by high performing recruiting teams at Notion, Reddit, Shopify, Duolingo, Deliveroo and thousands of other top employers across the globe. Ashby is your core recruitment tool designed to help your organisation excel at hiring.   Give your recruiters and hiring managers the chance to the best.   Get in touch for a personal demo today.

Episode 53: Making fleet electrification easy, with Alan White of Siemens.  Alan details Siemens Depot 360's comprehensive offerings to provide a turnkey, commercially attractive path for electrifying vehicle fleets.     00:00 Introduction to Siemens   02:08 Introduction to Depot 360  02:37 Benefits and Challenges of Electrification  03:30 Siemens Smart Infrastructure  05:26 Alan White's Background and Career  07:36 Depot 360's Operational Insights  16:25 Global … Read More Read More

In this episode, we dive into the dynamic intersection of artificial intelligence and climate goals. Joining us today, we have Mike Hayes, Climate Change and Decarbonization Leader, KPMG International and Anish De, Global Head of Energy, Natural Resources and Chemicals KPMG International who will discuss how leaders can harness AI to drive measurable progress toward net-zero, balance innovation with responsibility, and align with long-term climate strategies.

Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas reads the fine print of U.S. tax legislation to understand how it might affect foreign companies operating in the U.S. and foreign investors holding U.S. debt.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Today we're talking about a proposal tucked away in U.S. tax legislation that could impact investors in meaningful ways: Section 899.It's Wednesday, June 11th, at 12 pm in New York. So, Section 899 is basically a new rule that's part of a bigger bill that passed the House. It would give the U.S. Treasury the power to hit back with taxes on foreign companies if they think other countries are unfairly taxing U.S. businesses. And this rule could override existing tax agreements between countries, even applying to government funds and pension plans.The immediate concern is whether foreign holdings of U.S. bonds would be taxed – something that's not entirely clear in the draft language. Making the costs of ownership higher would affect holders of tens of trillions of U.S. securities. That includes about 25 percent of the U.S. corporate bond market. In short, the concern is that this would disincentivize ownership of U.S. bonds by overseas investors, creating extra costs or risk premium – meaning higher yields. The good news is that there's a decent chance the Senate will tweak or clarify Section 899. Consider the evidence that the motive of those who drafted this provision doesn't seem to have been to tax fixed income securities. If it was, you'd expect the official estimates of how much tax revenue this provision would generate to be far higher than what was scored by Congress. Public comments by Senators seem to mirror this, signaling changes are coming. But while that might mitigate one acute risk associated with 899, other risks could linger. If the provision were enacted, it acts as an extra cost on foreign multinationals investing in building businesses in the U.S. That means weaker demand for U.S. dollars overall. So while this is not at the core of our FX strategy team's thesis on why the dollar weakens further this year, it does reinforce the view. For European equities, our equity strategy team flags that Section 899 adds a whole new layer of worry on top of the tariff concerns everyone's been talking about. While people have been focused on European goods exports to the U.S., Section 899 could affect a much broader range of European companies doing business in America. The most vulnerable sectors include Business Services, Healthcare, Travel & Leisure, Media, and Software – basically, any European company with significant U.S. business.The bottom line, even if modified, if section 899 stays in the bill and is enacted, there's key ramifications for the U.S. dollar and European stocks. But pay careful attention in the coming days. The provision could be jettisoned from the Senate bill. It's still possible that it's too big of a law change to comply with the Senate's budget reconciliation procedure, and so would get thrown out for reasons of process, rather than politics. We'll be tracking it and keep you in the loop.Thanks for listening. If you enjoy Thoughts on the Market please leave us a review. And tell your friends. We want everyone to listen.

The mineral market involves many different areas and securities. What makes up this market? What are the pros and cons of investing in this market? We explore those questions and more! Jin Hennig, Managing Director and Global Head of Metals at CME Group joins Cassidy Clement to discuss.

In this episode, James talks with Pat Lynch, Executive Managing Director and Global Head of Data Center Solutions at CBRE. With 30+ years in digital infrastructure, Pat shares his journey from early fiber builds in the 90s to leading CBRE's global data center strategy.They discuss how CBRE's data center business scaled from 3% to 10% of company revenue through strategic talent and investment, and how today's growth is shaped by shifting from “bringing power to the site” to “bringing the site to power.” Pat breaks down the unique power challenges developers face, the rise of behind-the-meter generation, and why delivery speed is everything in today's market.You'll also hear insights on:AI's impact on siting and infrastructure designThe risk of stranded assets in power-constrained marketsNavigating utility slowdowns and regulatory uncertaintyGlobal growth opportunities and future talent needs in the sectorWhether you're in energy, real estate, or tech, this episode delivers a front-row seat to the forces reshaping the future of data infrastructure.Paces helps developers find and evaluate the sites most suitable for renewable development. Interested in a call with James, CEO @ Paces?

Credit globally recovered to nearly where it was as trade tensions eased, with various trade deals or tariff pauses while rate cuts are priced for central banks, especially the ECB and BOE but not the Fed. The big question is how to play credit after this recovery. In this episode of our Credit Crunch podcast, Mahesh Bhimalingam, Global Head of Credit Strategy at Bloomberg Intelligence, and Craig Scordellis, CIO of Credit at CQS UK, discuss how alternative credit and leveraged finance offer opportunities after the spread rally. They discuss tariffs, their effect on global inflation and currencies, central bank policy and outlook, state of credit fundamentals and default views for the next year across Europe and the US.

Alfa Laval announces a milestone in maritime decarbonization with an order for the world's first marine boiler system designed for the safe incineration of ammonia emissions. Confirmed for a fleet of four ammonia dual-fuel vessels, this innovation is part of a joint development project with industry frontrunners and is set for delivery in 2027-2028. World's first marine boiler system for ammonia waste incineration A first-of-its-kind innovation for ammonia-powered ships As the shipping industry transitions to alternative fuels, ammonia is emerging as a key zero-carbon fuel. However, its safe application onboard requires advanced technologies to manage its unique properties, including toxicity and the need for careful handling of purge gas and other waste gases. As a frontrunner in enabling ammonia as a marine fuel, Alfa Laval has achieved a significant milestone by securing an order to deliver the world's first marine boiler system designed to function as an Ammonia Release Mitigation System (ARMS) for the safe incineration of ammonia wastes. The system will be installed on four 45,000 cubic meter (cbm) multi-gas carriers for the global commodities company Trafigura and designed to transport LPG and ammonia. The advanced boiler system is part of a joint development project involving key industry players, including engine designer WinGD and shipyard HD Hyundai Mipo in South Korea for vessel construction. "Our efforts with alternative fuels demonstrate that Alfa Laval is not just adapting to the shift toward these fuels, but is actively shaping it through our technological expertise and vast experience in marine equipment," says Anders Lindmark, Business Unit President Heat & Gas Systems, Alfa Laval. "Following our successful innovations with fuels like LNG and methanol systems, we are proud to once again drive the industry with this pioneering boiler system for incineration of ammonia that combines environmental responsibility with operational efficiency and safety." "The landmark project brings together key industry players to advance ammonia as a viable marine fuel. Alfa Laval's innovative boiler technology, designed to operate as ARMS, tackles one of the critical technical hurdles impeding the wider adoption of ammonia, while prioritizing the safety of the environment and crew," said Andrea Olivi, Global Head of Shipping, Trafigura. "Trafigura is pleased to be working with companies like Alfa Laval that are developing solutions to decarbonize the maritime industry." A multi-purpose solution for ammonia-powered vessels Designed to go beyond conventional steam generation, the system will efficiently incinerate gaseous ammonia and ammonia-nitrogen mixtures produced by ammonia dual-fuel engines, fuel supply systems and other equipment onboard. This multi-functionality allows shipowners to reduce costs and save valuable space by minimizing the need for additional equipment while effectively managing waste and byproducts. "By extending the functionality of the boiler system to handle ammonia emissions, we are enabling shipowners to achieve substantial savings in both costs and space," says Stig Person, Head of R&D, Business Unit Heat & Gas Systems, Alfa Laval. "Our system eliminates the need for separate equipment to manage ammonia purge emissions, boil-off gas, and tank emptying operations, streamlining vessel design while enhancing safety." "The first commercial deployment of the ammonia-incinerating boiler system will serve as a model for future vessels, demonstrating that ammonia can be used safely while optimizing vessel design and operational efficiency. The space and weight savings achieved through this integrated approach provide tangible benefits for shipyards and ultimately for vessel operators," says Dong-jin Lee, Head of the Initial Design Division and the Detailed Design Division at HD Hyundai Mipo. Proven expertise in multi-fuel technology Alfa Laval has been at the forefront of developing solutions for alternativ...

Our analysts Betsy Graseck, Manan Gosalia and Ryan Kenny discuss the major discussions they expect to highlight Morgan Stanley's upcoming U.S. Financials conference.Read more insights from Morgan Stanley.----- Transcript -----Betsy Graseck: Welcome to Thoughts on the Market. I'm Betsy Graseck, Morgan Stanley's U.S. Large Cap Bank Analyst and Morgan Stanley's Global Head of Banks and Diversified Finance Research. Today we take a look at the key debates in the U.S. financials industry. It's Monday, June 9th at 10:30am in New York.Tomorrow Morgan Stanley kicks off its annual U.S. Financials Conference right here in New York City. We wanted to give you a glimpse into some of the most significant themes that we expect will be addressed at the conference. And so, I'm here with two of my colleagues, Manan Gosalia, U.S. Midcap Banks Analyst, and Ryan Kenny, U.S. Midcaps Advisor Analyst.Investors are grappling with navigating economic uncertainty from new tariff policies, inflation concerns, and immigration challenges – all of which impacts financial growth and credit quality. On the positive side, they are also looking closely at regulatory shifts under the Trump administration, which could ease banking rules for the first time since the Great Financial Crisis.Let's hear what our experts are expecting. Manan, ahead of the conference, what key themes do you expect mid-cap banks will highlight?Manan Gosalia: So, there are three key themes that we've been focused on for the mid-cap banks: loan growth, net interest margins, and capital. So, first on loan growth. Loan growth for the regional banks has been fairly tepid at about 2 to 3 percent year-on-year, and the tone from bank management teams has been fairly mixed in the April earning season that followed the tariff announcements on April 2nd. Some banks were starting to see the uncertainty weigh on corporate decision making and borrowing activity, while others were only seeing a slow down in some parts of their portfolio, with a pickup in other parts. Now that we've had two months to digest the announcements and several more positive developments on tariff negotiations, we expect that the tone from bank management teams will be more positive. Now, we don't expect them to say growth is accelerating, but we do expect that they will say loan growth is holding up with strong pipelines. On the second topic, net interest margins, we expect to hear that there is still room for margin expansion as we go through this year. And that's coming in two places, particularly as bank term deposits continue to reprice lower. And then the back book of fixed rate loans and securities, essentially assets that were put on the books four to five years ago when rates were a lot lower, are now rolling over at today's higher rates. Betsy Graseck: So, is the long end of the curve going up a good thing?Manan Gosalia: Yes, for net interest margins. But on the flip side, the tenure going up is slightly negative for bank capital. So that brings me to my third theme. The regional banks are overall in a much better place on capital than they were two years ago. Balance sheets have improved. Capital levels remain solid across the sector. But the recent increase in the long end of the curve is marginally negative for capital, given that there will be a higher negative mark on securities that banks hold. But we believe that higher capital levels that regional banks have accumulated over the past couple of years will help cushion some of these negative marks, and we don't expect the recent shift in the tenure will have a meaningful impact on bank capital plans.Betsy Graseck: So, the increase in the 10-year pulls down capital a little bit, but not enough to trip any regulatory minimums?Manan Gosalia: Correct.Betsy Graseck: So, all in the 10-year yield going up is a good thing?Manan Gosalia: It's slightly negative, but I would expect it does not impact bank growth plans. Betsy Graseck: Okay. All in, what's the message from mid-cap banks?Manan Gosalia: All in, I would expect the tone to be a little more positive than the banks had at April earnings.Betsy Graseck: Excellent. Thanks so much, Manan. Ryan, what about you? What are you expecting mid-cap advisors will say?Ryan Kenny: So, I think we'll hear a lot about the trends in M&A. And when we last heard from investment bank management teams during April earnings, the messaging was more cautious. We heard about M&A deals being paused as companies processed the Liberation Day tariffs, and a small number of deals being pulled. Tomorrow at our conference, expect to hear a measured but slightly improved tone. Look, there's still a lot of uncertainty out there, but what's changed since April is the fact that the U.S. administration is flexing in response to markets. So that should help shore up more confidence needed to do deals, and there's tremendous pent-up demand for corporate activity. Over the last three years – so 2022 to 2024 – M&A volumes relative to nominal GDP have been running 30 to 40 percent below three-decade averages. Equity capital markets volumes 50 to 60 percent below average. There is tremendous need for private equity firms to exit their portfolio investments and deploy $4 trillion of dry powder that has accumulated and also structural themes for corporates – like the need for AI capabilities, energy and biotech consolidation and reshoring – that should fuel mergers as a cycle gets going.So, I think for this group, the message will likely be: April and May – more challenged from a deal flow perspective; but back up of the year, you should start to expect some improvement.Betsy Graseck: So slightly improved tone…Ryan Kenny: Slightly improved. And one of the other really interesting themes that the investment banks will talk about is the substantial growth of private capital advisory.So, this is advising private equity funds and owners on capital raising, liquidation, including secondary transactions and continuation funds. And what will be interesting is how the clients set here is growing. We've seen this quarter, major universities, some local governments that increasingly need liquidity and they're hiring investment banks to advise on selling private equity fund interests.It's really going to be a great discussion because private capital advisory is a major growth area for the boutique investment banks that I cover.Betsy Graseck: How big of a sleeve do you think this could become – as big as M&A outright?Ryan Kenny: Probably not as big as M&A outright, but significant. And it helps give the investment banks' relationships with financial sponsors who are active on the M&A front. So, it can be a share gain story.So, Betsy, what about you? You cover the large cap banks. What do you expect to hear?Betsy Graseck: Well, before I answer that, I do want to just put a pin on it.So, you're saying that for your coverage Ryan, we have some green shoots coming through...Ryan Kenny: Yeah, green shoots and more positive than in April.Betsy Graseck: And Manan on your side? Same?Manan Gosalia: A little bit more of a positive than April earnings, but more of the same as we heard at the start of the year.Betsy Graseck: Okay. Going back to the future then, I suppose we could say. Excellent. Well on large cap banks, I do expect large cap banks will be reflecting some of the same themes that you both just discussed. In particular, you know, we'll talk about IPOs. IPOs are holding up. We look at IPOs where we had 26 IPOs in the past week alone.That's up from 22 on average year-to-date in 2025. And I do think that the large cap banks will highlight that capital market activity is building and can accelerate from here, as long as equity volatility remains contained. By which we mean VIX is at 20 or below. And with capital market activity should come increased lending activity. It's very exciting. What's going on here is that when you do an M&A, you have to finance it, and that financing comes from either the bond market or banks or private credit. M&A financing is a key driver of CNI loan growth. A lot of people don't know that. And CNI loan growth, we do think will be moving from current levels of about 2 percent year-on-year, as per the most recent Fed H.8 data to 5 percent as M&A comes through over the next year plus. And then the other major driver of CNI loans is loans to non-depository financial institutions, which is also known as NDFI Loans. NDFI loans have been getting a lot of press recently. We see this as much ado about reclassification. That said, investors are asking what is the risk of this book of business? Our view is that it's similar to overall CNI loan risk, and we will dig into that outlook with managements at the conference. It'll be exciting. Additionally, we will touch on regulation and how easing of regulation could change strategies for capital utilization and capital deployment. So, you want to have an ear out for that. Well, Manan, Ryan, it's been great speaking with you today.Manan Gosalia: Should be an exciting conference.Ryan Kenny: Thanks for having us on.Betsy Graseck: And thanks for listening everyone. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

After being laid off from his UX position, Duncan Abel wasn't sure how to package his 20+ years of UX experience—or if he even wanted to stay in the field. In this candid conversation, Duncan shares how Career Strategy Lab gave him the structure, community, and confidence to move forward and land a global UX leadership role at the British Standards Institute.Whether you're a senior leader navigating change or just unsure how to communicate your value, Duncan's story will inspire you to stop doubting your experience and start owning your career path.What You'll Learn in This Episode:✔️ Why being experienced doesn't always make job searching easier✔️ How Duncan rebuilt his confidence after a layoff✔️ The surprising value of self-reflection in a job search✔️ What made interviews feel radically different this time✔️ Why your “mentor model” and “compass statement” matter more than you think✔️ How Career Strategy Lab helped him clarify, focus, and land a high-level roleTimestamps:00:00 Introduction to Career Strategy Podcast00:40 Meet Duncan Abel: Career Journey and Challenges04:29 The Impact of Career Strategy Lab10:30 Mentorship and Career Roadmap Insights14:09 Global Relevance of Career Strategy Lab16:45 Final Advice and Encouragement19:58 Conclusion and Social Media Call-to-ActionApplied to 50+ UX or Product jobs & still no interviews or offers? Get UX job search help.Welcome to the Career Strategy Podcast with Sarah Doody, a UX Designer & UX Researcher with 20 years of experience who founded the UX job search accelerator, Career Strategy Lab. She's been doing UX career coaching since 2017.⭐ Support the show! Leave a rating on Spotify or a review on Apple Podcasts to help more UX professionals find this podcast.

On today's podcast we are resharing our interview with Evelyn Lee.Evelyn started in architecture but is now the first-ever Global Head of Workplace Strategy & Innovation at Slack Technologies. She is also the Founder of the Practice of Architecture, Co-Host of the Podcast, Practice Disrupted; and is extremely involved in the AIA, most notably serving as the first-ever female Treasurer to the AIA National Board from 2020-2021.Evelyn has been widely published in Contract Magazine, Architect Magazine, and is currently working with Architizer to develop recurring content on the business of architecture. She is a recognized innovator in the profession and has received numerous industry awards, including the 2016 40 Under 40 award for Building Design + Construction and the 2014 AIA National Young Architects Award. We talk about: - How Evelyn was inspired to study architecture and balanced it- from the start- with other commitments that were important to her, like playing collegiate soccer. - We next review qualifications and expectations for achieving FAIA recognition.- Evelyn shares about her experience as the first employee at her firm to have a baby and how she negotiated a maternity and return to work plan with her employer.- Next, we chat about the Practice of Architecture and how Evelyn leverages her MBA and MPA to work with business owners to make their operations more efficient.- We then talk about what architecture firms can learn from Slack's stance on in-person and remote work strategies. - Evelyn then elaborates on small changes that make a big impact on worker engagement like core hours, personal operating manuals, and dial-in policies.- We end with a few ways Evelyn continues to learn and evolve and where you can follow her efforts (see the show notes!).More Episodes You May Enjoy:048: Robyn Linstrom: Design and De-Stigmatization as a Mental/ Behavioral Health Architect045: Atelier Cho Thompson: Ming Thompson and Christina Cho Yoo on Diverse Strengths and Great Design026: Angela Watson: Embracing Challenges, Fostering Connection as CEO013: Erin Alley: Rising to Leadership in Architecture through Inquiry, Inclusivity, and Innovation009: FIFTEEN: Ximena Valle, Mary Beth Di Figlia, and Jill Lavine on their Women-led Firm017: Tigress Osborn: National Association to Advance Fat Acceptance (NAAFA) and the Built Environment037: Karen Hager & Lauline Mitchell: NAWIC Presidents027: Sharadan Rorabaugh: Architect to US Navy Civil Engineer Corps006: Tenille Bettenhausen: Soft Skills and Unexpected Career Twists011: Tami Hausman: Amplifying AEC Industries

The DOJ files to seize over $7 million linked to illegal North Korean IT workers. The FBI warns of BADBOX 2.0 malware targeting IoT devices. Researchers uncover a major security flaw in Chrome extensions. ESET uncovers Iranian hackers targeting Kurdish and Iraqi government officials. Hitachi Energy, Acronis and Cisco patch critical vulnerabilities. 20 suspects are arrested in a major international CSAM takedown. Hackers exploit a critical flaw in Roundcube webmail. Today's guest is Ian Bramson, Global Head of Industrial Cybersecurity at Black & Veatch, exploring how organizations can close the cyberattack readiness gap.  ChatGPT logs are caught in a legal tug-of-war.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today's guest is Ian Bramson, Global Head of Industrial Cybersecurity at Black & Veatch. Ian joins us to explore how organizations can close the cyberattack readiness gap in industrial environments—especially as cyber threats grow more sophisticated and aggressive. Selected Reading Department Files Civil Forfeiture Complaint Against Over $7.74M Laundered on Behalf of the North Korean Government (U.S. Department of Justice) FBI: BADBOX 2.0 Android malware infects millions of consumer devices (Bleeping Computer) Chrome Extensions Vulnerability Exposes API Keys, Secrets, and Tokens (Cyber Security News) Iran-linked hackers target Kurdish and Iraqi officials in long-running cyberespionage campaign (The Record) CISA reports critical flaw in Hitachi Energy Relion devices (Beyond Machines) Critical security vulnerabilities discovered in Acronis Cyber Protect software (Beyond Machines) Cisco Patches Critical ISE Vulnerability With Public PoC (SecurityWeek) Police arrests 20 suspects for distributing child sexual abuse content  (Bleeping Computer) Hacker selling critical Roundcube webmail exploit as tech info disclosed (Bleeping Computer)– mentioning this in the Briefing OpenAI slams court order to save all ChatGPT logs, including deleted chats (Ars Technica) Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Ives, Global Head of Technology at Wedbush Securities, discusses the feud between Elon Musk and President Trump and how it's affecting Tesla stock, Musk's other companies, and his personal wealth. He speaks with Bloomberg's Lisa Abramowicz and Annmarie HordernSee omnystudio.com/listener for privacy information.

In this episode of Branded, Ben Kaplan sits down with Bridget Evans, the Global Head of Business Marketing at Spotify, to unpack the platform's growing role as a multimedia advertising powerhouse. Bridget breaks down Spotify's evolution from a primarily audio-based brand into a dynamic player in video advertising and podcast monetization.They explore:Spotify's strategic pivot to include more video-first experiences, including video podcasts, music videos, and lyric videos.The award-winning “Spreadbeats” B2B campaign that turned Excel spreadsheets into media channels to reach media buyers in unexpected ways.How Spotify is supporting mid-tier and micro-podcasters through the Spotify Partner Program and new monetization tools.The balance between owned/licensed content and supporting a broader creator economy.Why podcasting fosters deep engagement and trust, making it a unique advertising channel with powerful reach.The future of AI in audio, from content discovery to personalized playlists and DJ experiences.Bridget's thoughts on data-driven marketing, brand storytelling, and why creative opportunities on Spotify are more expansive than ever.Plus, Bridget shares the best career advice she ever got from Gary Vaynerchuk: “Don't focus on being the first—focus on being the best or the most creative.”

Impact investing isn't just a trend – it's a fundamental shift in how one approaches long-term investing, an approach that focuses on resilience and responsibility. Join Steve and Eugenia Koh, Standard Chartered's Global Head of Sustainable Investing, as they discuss core characteristics of these investments that set them apart from conventional ones. Speakers:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank- Eugenia Koh, Global Head of Sustainable Investing, Standard Chartered BankRead our full report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-impact-investing-profit-with-purpose-05-june-2025.pdf

You've led the development of e-commerce strategies across multiple markets. What are the key elements of a successful e-commerce strategy, and how do you ensure it is flexible enough to adapt to different consumer behaviors and market conditions globally? With the rise of omnichannel retail and retail media, how do you approach building a seamless experience for customers across both physical and online channels? What are the key factors in optimizing online visibility and conversion? Data-driven decisions are essential in today's fast-changing e-commerce landscape. How do you use data and experimentation to improve customer experience and drive business results? Can you share any examples of where experimentation led to unexpected insights or success? You've played a key role in leading digital transformation by integrating marketing, commerce, and retail media functions. What are some of the biggest challenges in transforming an organization for digital success, and how do you ensure alignment across teams? Looking ahead, what are you most excited about in the e-commerce space? Are there any emerging trends or technologies that you believe will significantly shape the future of online shopping and consumer behavior?

Born in France almost 50 years ago, Decathlon has grown into the world's largest sporting goods retailer with over 1,700 stores in more than 70 countries. On today's episode of Redefiners, Simon Kingston is joined by our new co-host, Marla Oates, as they sit down with former CEO of Decathlon Barbara Martin Coppola. Barbara takes us through her globe-hopping journey in leadership roles across several industries, including technology, home furnishings, food delivery, and consumer electronics before she came to the CEO role at Decathlon. She talks about the need for a clear North Star to enable transformation, creating a culture of innovation, driving a circular product strategy, and redefining Decathlon's customer experience in-store and online. Plus, as a member of the board of directors at INSEAD, she shares her insights on how educational institutions' next generation leaders need to redefine what skills will be needed in a rapidly changing world. We'll also hear from Pam Fitzpatrick, Global Head of Sustainability at Russell Reynolds Associates. Pam will discuss key insights from our 2024 Sustainability Report and the commitments we've made as a firm. Four things you'll learn from this episode: How a North Star and guiding purpose can shape overall business strategy and leadership development How to build a culture of innovation while maintaining a clear vision of quarterly, annual, and longer-term goals How a circular product strategy impacts product life cycle from design and distribution through end of life How educational institutions and young people need to redefine the skills needed in a rapidly changing world If you enjoyed this episode, you might also like these Redefiners episodes: Paws, Purpose & Profit: A Conversation with Pets at Home CEO Lyssa McGowan Leadership Lounge: Beyond Handshakes – How to Build Trust and Transform Executive Team Performance Unpacking Leadership Lessons with Marriott International President and CEO Tony Capuano Leadership Lounge: What do top-performing teams have in common? Outwork the Competition: Jordan Brand's Winning Strategy with President Sarah Mensah Leadership Lounge: How to develop your personal leadership brand

How can fintechs turn data into strategy? Anand Pandya, Global Head of Financial Services at Hakkoda, an IBM Company joins us to talk AI, monetization, and the cutting edge of data innovation. A must-listen for fintech professionals and data strategists this week on the Fintech Newscast! https://hakkoda.io Click Subscribe to keep up to date on … Continue reading Ep 258- Hakkoda an IBM Company

SummaryIn this episode, Dan Sixsmith interviews Anurag Goel, the Global Head of Business Value and Realization at Red Hat and one of the highest profile experts in the value engineering world. They discuss the importance of shifting the conversation from product features to business outcomes, the challenges of scaling business value, and the role of AI in enhancing value propositions. Anurag shares insights on navigating buyer confidence, the significance of customer success, and the value of partnerships. He also reflects on his personal journey and leadership style, emphasizing the importance of relationships and team growth in achieving success.TakeawaysThe shift from feature selling to value selling is crucial for success.AI's ROI is a major concern for customers today.Value selling provides a framework for addressing buyer confidence.Customer success is integral to maintaining and growing accounts.Partnerships are essential for scaling business value.Anurag's journey includes significant roles at SAP, Adobe, and Salesforce.Building relationships is key to success in sales and leadership.Cultural synergy is important for team cohesion, especially in remote settings.Success is defined by team impact, shared vision, and individual growth.Chapters00:00 Introduction to Business Value at Red Hat02:26 Scaling Business Value and Overcoming Challenges06:38 The ROI of AI: Insights and Strategies11:00 Navigating Buyer Confidence in Complex Sales14:11 Customer Success as a Demand Generation Strategy18:32 Partnering for Success: The Role of Partners21:17 Anurag's Journey: From Aspirations to Leadership30:41 Leadership Style and Team Motivation35:34 Defining Success: Goals for 2025

Subscribe to DTC Newsletter - https://dtcnews.link/signupIn this episode of the DTC Podcast, we're joined by Garrick Tiplady, Global Head of SMB Group at Meta, and Yingying Kuang, Head of Ecommerce and Growth at Kitsch. They share practical insights into how AI tools are reshaping media buying—not replacing it, but making it more efficient and creative.From Zuckerberg's recent comments about simplifying campaign setup to the real-world tactics Kitsch uses to launch 100 creatives a week, this episode is filled with straightforward strategies for scaling performance marketing. Garrick and Yingying discuss how Meta's Advantage+ and GenAI Creative tools support human creativity and free up media buyers to focus on strategy and storytelling.Key insights:Why creative is targeting, and how AI helps scale itHow Kitsch leverages AI for creative production, testing, and analysisThe balance between automation and human strategy in performance marketingMeasuring incrementality and understanding attribution beyond last-clickPreparing for Q4 with proven creative and campaign strategiesThis is a must-listen for media buyers and marketers who want to leverage AI tools without losing sight of strategy, customer connection, and real business impact.Find out more at https://www.facebook.com/business/news/meta-advantage-explained-in-two-minutesTimestamps00:00 – How Kitsch approaches Meta's automation and creative strategy02:15 – Why creative diversification outperforms targeting hacks04:30 – Retargeting strategy and why it's not one-size-fits-all07:00 – Meta's view on freeing up time for creative strategy09:15 – Using Gen AI to boost creative volume and performance11:30 – Measuring incrementality with Meta tools and Northbeam14:00 – Multi-channel attribution and retail halo effects16:15 – Testing Q4 offers early and holiday creative strategies18:30 – How creators and partnership ads drive 15–25% higher ROAS20:30 – Final advice for mastering Meta media buying in 2025Hashtags#dtcpodcast#mediabuying#metaads#genai#ecommercemarketing#kitschbrand#advertisingstrategy#q4planning#creatorads#digitalattribution#incrementality#performancecreative Subscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

  If uncertainty is the new normal – how can the commodities markets and participants adapt? What does that mean for costs, supply chains and people.  In May we held our latest Live Event in London, in partnership with ITFA. The event was hosted by Aon, with additional sponsorship by Atradius, Brown Brothers Harriman, Coface, Natixis Partners, Pole Star Global, The Mercury Group and RESCOM. Our panellists debated themes including the sources of uncertainty, and what it means for markets, prices and participants. What are the impacts of tariffs and geopolitical tensions? What is the state of the talent landscape as a new generation of professionals, and new businesses, confront these challenges? Is a new generation of deep specialists ready? Joining podcast host, Paul Chapman was Stuart Lawson, Global Head at Aon Credit Solutions; Khushroo Pochkhanawalla, Commodity Risk Director at The Heineken Company; Matthew Chamberlain, CEO at the London Metal Exchange; Marieke Franssen, Managing Director of Natixis Corporate & Investment Banking and William Tully, Head of Business Development at Brown Brothers Harriman Commodities & Logistics.

In Ep. 174 of Earned, CreatorIQ CMO Brit Starr sits down with Hassan Daoud, Global Head of Social Media & Influencers and Antoine Héry, Change Management, CDO Office from Beiersdorf. To start, we dive into how Beiersdorf, the company behind iconic brands like La Prairie, Nivea and Eucerin, is investing heavily in influencer marketing to unify global efforts and optimize returns on investment. Antoine and Hassan share their unique journeys into Beiersdorf, highlighting their diverse backgrounds in fintech, automotive, social media, and sports management. Listeners will gain insights into the company's establishment of a center of excellence aimed at standardizing influencer marketing practices across regions, with a focus on Europe, North America, South Africa, and Brazil. The discussion extends to the broader implications of professionalizing the creator economy by 2025 and the competitive landscape of global skincare brands. As the episode wraps up, listeners are encouraged to harness the creator economy for their own marketing strategies, inspired by Beiersdorf's ambitious journey. In this episode, you'll learn: How precision influence is transforming marketing strategies across Beiersdorf's portfolio, from Nivea to Eucerin, and what it means to build a global, creator-driven approach. Why balancing control with trust in creators is necessary to tell authentic stories that resonate with diverse audiences while staying true to brand values. The challenges of measuring success in creator marketing and how data and experimentation are helping brands refine their approach and achieve better ROI. Connect with the Guests: Hassan's LinkedIn - @hassandaoud Antoine's LinkedIn - @antoinecv Connect with Brit Starr & CreatorIQ: Brit's LinkedIn - @britmccorquodale CreatorIQ LinkedIn - @creatoriq Follow us on social: CreatorIQ YouTube - @CreatorIQOfficial CreatorIQ Instagram - @creatoriq CreatorIQ TikTok - @creator.iq CreatorIQ Twitter - @CreatorIQ

How can companies leverage sustainable strategies as a potential source of competitive advantage? In this episode of Sustainability Leaders, James Burrow, Director, Sustainable Finance at BMO is joined by a panel of experts to explore how incorporating social and environmental considerations could help drive efficiencies and unlock growth opportunities. The panel includes Aysu Katun, VP of Sustainability, Greif; Tim Faveri, VP of Global Sustainability, Nutrien Inc; and Torsten Lichtenau, Partner and Global Head of Carbon Transition Practice, Bain & Company.

Wagner Denuzzo is the author of Leading to Succeed, a book on essential skills for the new workplace. He is currently a consultant and coach at his own firm. Previously, he served as the VP and Global Head of Leadership Development at IBM, as well as the VP and Head of Capabilities for the Future of Work at Prudential Financial.He is a seasoned leader in organizational development, human capital strategy, and leadership transformation, with over two decades of experience across global enterprises, consulting firms, and startups.In today's episode of Smashing the Plateau, you will learn how to effectively transition from corporate roles to entrepreneurship and the importance of collaboration in achieving success.Wagner and I discuss:Wagner's journey from humble beginnings in Brazil to a successful corporate career [02:16]The pivotal moment that led Wagner to become an entrepreneur [04:41]The role of community in organizational success [07:13]How to leverage personal experiences for professional growth [10:04]The significance of listening in consulting engagements [13:14]The importance of shared leadership and collective purpose [20:12]Strategies for overcoming imposter syndrome as an entrepreneur [22:48]Insights on building effective teams through the lens of quantum physics [25:10]Learn more about Wagner at https://a.co/d/azLLRXK.Thank you to our sponsor:The Smashing the Plateau CommunitySign up now to gain exclusive access to handpicked, succinct strategy insights from our podcast guests – your journey to success is just a click away!

After the federal court's ruling against Trump's reciprocal tariffs, and an appeals court's temporary stay of that ruling, our analysts Michael Zezas and Michael Gapen discuss how the administration could retain the tariffs and what this means for the U.S. economy.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to the Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income Research and Public Policy Strategy.Michael Gapen: And I'm Michael Gapen, Chief U.S. Economist.Today, the latest on President Trump's tariffs.It's Thursday, May 29th at 5pm in New York.So, Mike, on Wednesday night, the U.S. Court of International Trade struck down President Trump's reciprocal tariffs. This ruling certainly seems like a fresh roadblock for the administration.Michael Zezas: Yeah, that's right. But a quick word of caution. That doesn't mean we're supposed to conclude that the recent tariff hikes are a thing of the past. I think investors need to be aware that there's many plausible paths to keeping these tariffs exactly where they are right now.Michael Zezas: First, while the administration is appealing this decision, the tariffs can stay in place. But even if courts ultimately rule against the Trump administration, there are other types of legal authorities that they can bring to bear to make sure that the tariff levels that are currently applied endure. So, what the court said the administration had done improperly was levy tariffs under the International Emergency Economic Powers Act (IEEPA).And there's been active debate all along amongst legal scholars about if this was the right law to justify those tariff levies. And so, there's always the possibility of court challenges. But what the administration could do, if the courts continue to uphold the lower court's ruling, is basically leverage other legal authorities to continue these tariffs.They could use Section 122 as a temporary authority to levy the 10 percent tariffs that were part of this kind of global tariff, following the reciprocal trade announcement. They also could use the existing Section 301 authority that was used to create tariffs on China in 2018 and 2019, and extend that across of all China imports; and therefore, fill in the gap that would be lost by not being able to use the International Emergency Economic Powers Act to tariff some of China's imports.So bottom line, there's lots of different legal paths to keep tariffs where they are across the set of goods that they're already applied to.Michael Gapen: So, I think that makes a lot of sense. And with all that said, where do you think we stand right now with tariffs?Michael Zezas: So, if the court ruling were to stand then the 10 percent tariffs on all imports that the U.S. is currently levying, that would have to go away. The 30 percent tariffs on roughly half of China imports, that would've to go away. And the 25 percent tariffs on Canada and Mexico around fentanyl, that would have to go away as well.What you'd be left with effectively is anything levied under section 232 or 301. So that's basically steel, aluminum, automobile tariffs. And tariffs on the roughly half of China imports that were started in 2018 and 2019. But as we said earlier, there's lots of different ways that the authority can be brought to bear to make sure that that 10 percent import tariff globally is continued as well as the incremental tariffs on China.But Michael, turning to you on the U.S. economy, what's your reaction to the court's ruling? It seems like we're just going to have a continuation of existing tariff policy, but is there something else that investors need to consider here?Michael Gapen: Well, I'm not a trade lawyer. I'm not entirely surprised by the ruling. It did seem to exceed what I'll call the general parameters of the law, and it wasn't what we – as a research group and a research team – were thinking was the most likely path for tariffs coming into the year, as you mentioned. And as we, as a group wrote, we thought that they would rely mainly on section 301 and 232 authority, which would mean tariffs would ramp up much more slowly. And that's what we had put into our original outlook coming into the year.We didn't have the effective tariff rate reaching 8 to 9 percent until around the middle of 2026. So, it reflected the fact that it would take effort and time for the administration to put its plans on tariffs in into place. So, I think this decision kind of shifts our views back in that direction. And by that I mean, we originally thought most of 2025 would be about getting the tariff structure in place. And therefore, the effects of tariffs would be hitting the economy mainly in 2026.We obviously revise things where tariffs would weigh on activity in 2025 and postpone Fed cuts into 2026. So, I think what it does for the moment is maybe tilts risks back in the other direction. But as you say, it's just a matter of time that there appears to be enough legal authority here for the administration to implement their desires on trade policy and tariff policy. So, I'm not sure this changes a lot in terms of where we think the economy's going. So, I'm not entirely surprised by the decision, but I'm not sure that the decision means a lot for how we think about the U.S. economy.Michael Zezas: Got it. So, the upshot there is – really no change from your perspective on the outlook for growth, for inflation or for Fed policy. Is that fair?Michael Gapen: That's right. So, it's still a slow growth, sticky inflation, patient Fed. It's just we're kind of moving around when that materializes. We pulled it into 2025 given the abrupt increase in in tariffs and the use of the IEEPA authority. And now it probably would come later if the lower court ruling stands.Michael Zezas: Right. So, sticking with the Fed. Several Fed speakers took to the airwaves last week, and it sounds like the Fed is still waiting for some of these public policy changes to have an effect on the real economy before they react. Is that a fair way to characterize it? And what are you watching at this point in terms of what determines your expectations for the Fed's policy path from here?Michael Gapen: Yeah, that's right. And I think, given that the appeals court has allowed the tariffs to stay in place as they review the lower court, the trade court's ruling, I think the Fed right now would say: Okay, status quo, nothing has changed.So, what does that mean? And what the Fed speakers said last week, and it also appeared in the minutes, is that the Fed expects that tariffs will do two things with respect to the Fed's mandate. It'll push inflation higher and puts risks around unemployment higher, right? So, the Fed is offsides, or likely to be offsides on both sides of its mandate.So, what Fed speakers have been saying is, well, when this happens, we will react to whichever side of the mandate we're furthest from our target. And their forecasts seem to say and are pretty consistent with ours, that the Fed expects inflation to rise first, but the labor market to soften later. So, what that means for our expectations for the Fed's policy path is they're likely to be on hold as they evaluate that inflation shock.And we'll keep the policy rate where it is to ensure that inflation expectations are stable. And then as the economy moderates and the labor market softens, then they can turn to cuts. But we don't think that happens until 2026. So, I don't think the ruling yesterday and the appeal process initiated today changes that.For now, the tariffs are still in place. The Fed's message is it's going to take us at least until probably September, if not later, to figure out which way we should move. Moving later and right is preferable for them than moving earlier and wrong.Michael Zezas: Got it. So bottom line, from our perspective, this court case was a big deal. However, because the administration has a lot of options to keep tariffs going in the direction that they want, not too much has really changed with our expectations for the outlook for either the tariff path and it's not going to fix to the economy.Michael Gapen: That's right. That's, I think what we know today. And we'll have to see how things evolve.Michael Zezas: Yep. They seem to be evolving every day. Mike, thanks for speaking with me.Michael Gapen: Thank you, Mike. It's been a pleasure. And thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

In this AppleVis Extra episode, David Nason and Thomas Domville (AnonyMouse) interview Sarah Herrlinger, senior director of Global Accessibility Policy and Initiatives at Apple. They explore Apple's ongoing dedication to accessibility, spotlighting exciting new features designed to better support users with disabilities. The conversation covers several highlights, including Accessibility Nutrition Labels, Braille Access Mode, Magnifier for Mac, and the role of AI in accessibility enhancements.Key Highlights:Accessibility Nutrition LabelA new initiative that provides standardized accessibility info for apps.Developers will showcase features like VoiceOver and captions.Designed to increase awareness and help users easily find accessibility details.Braille Access ModeAvailable on iPhone, iPad, Mac, and Apple Vision Pro.Enables quick note-taking, calculations, and BRF file access with Braille displays.Supports live captioning for DeafBlind users to improve communication.Magnifier for MacTurns your iPhone into a magnifier for Mac users.Uses a secondary camera to enlarge physical objects.Includes zoom, color filters, brightness controls, and OCR with text-to-speech via Accessibility Reader.AI and AccessibilityAI remains a vital tool in accessibility advancements.Enhances image recognition and descriptive capabilities.Continues to be integrated to improve experiences for visually impaired users.User Engagement and FeedbackHighlights the value of user feedback in shaping accessibility features.Encourages users to send suggestions to accessibility@apple.com.Share Accessibility SettingsA new feature lets users temporarily transfer their accessibility settings to another device.Makes it easier for family members to help with troubleshooting and tech support.Listeners are invited to share their thoughts on these features and suggest any other accessibility needs they'd like Apple to consider.TranscriptDisclaimer: This transcript was generated by AI Note Taker – VoicePen, an AI-powered transcription app. It is not edited or formatted, and it may not accurately capture the speakers' names, voices, or content.Dave: Hello there, and welcome to another episode of the AppleVis Extra. My name is David Mason, and I am delighted to be joined once again by Thomas Domville, also known as AnonyMouse, of course. And this is an exciting episode that we, I want to say, annually, semi-annually do, and that is an interview with Apple's Global Head of Accessibility, Sarah Herrlinger. So, looking forward to this one, Thomas.Thomas: Right. I mean, you're right. That is a mouthful. What is your, I had to look that up. Director of Global Accessibility Policy and Initiatives. I'm like, wow. I wonder if that actually fits on her business card in one line. There's no way. They only respond so small.…

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, sits down with Jamie Kase, Managing Director and Global Head of Investor Relations at HarbourVest.Learn how Jamie manages and builds relations with a global community of investors at this $138 billion AUM firm. He shares how finance professionals can create authentic, long-term relationships. They discuss leadership during uncertainty, the art of trust-driven networking, and the importance of mentorship in shaping the next generation of finance leaders. Jamie also shares insights on navigating market volatility, embracing failure, and fostering principled careers in finance. Whether you're a student or a seasoned investor, this episode offers valuable lessons on turning transactional interactions into meaningful professional partnerships.Meet Jamie KaseJamie Kase is the Managing Director & Head of Global Investor Relations at HarbourVest Partners, a leading global private markets investment firm. With nearly a decade at HarbourVest and extensive experience in capital raising, strategy, and corporate branding, Jamie leads global sales, marketing communications, and client relations. A member of HarbourVest's Executive Leadership Team, he focuses on strategic initiatives that drive growth. He also serves on the Boards of Trustees for Wheeler School and United Cerebral Palsy of NYC.

Our Global Head of Fixed Income Research & Public Policy Strategy, Michael Zezas, shares the answers to clients' top U.S. policy questions from Morgan Stanley's Japan Investor Summit.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income Research & Public Policy Strategy. Today, takeaways from our Japan Investor Summit. It's Wednesday, May 28th at 10:30am in New York. Last week, I attended our Japan Investor Summit in Tokyo: Two full days of panels on key investment themes and one-on-one meetings with clients from all parts of the Morgan Stanley franchise. During the meeting, Morgan Stanley Research launched its mid year economics and market strategy outlooks. So needless to say there was a healthy dialogue on investment strategy over those 48 hours. And I want to share what were the most frequent questions I received and, of course, our answers to those questions. As you could guess, U.S. tariff policy was a key focus. Could tariffs re-escalate? Or was the worst behind us; and if so, could investors set aside their concerns about the U.S. economy? It's a complicated issue so accordingly our answer is nuanced. On the one hand, the current state of play is mostly aligned where we thought tariff policy would be by end of year. It's just arrived much earlier. Higher overall U.S. tariffs with a skew toward higher tariffs on China relative to the rest of world, as the U.S. has less common ground with them and thus greater challenges in reaching a trade agreement with China in a timely manner. So that might imply we've arrived at the end point. But we think that's too simple of a way for investors to think about it. First there's plenty of potential for escalation from current levels as part of ongoing negotiations. And even if it's only temporary it could affect markets. Second, and perhaps more importantly, even though the U.S. cutting tariffs on China from very high levels recently brought down the effective tariff rate, it's still considerably higher than where we started the year. So one's market outlook will still have to account for the pressures of tariffs, which our economists translate into slower growth and higher recession risk this year. Another key concern – U.S. fiscal policy, and whether the U.S. would be embarking on a path to smaller deficits, in line with campaign promises. Or if the tax and spending bill making its way through Congress would keep that from happening. For investors we think it's most important to focus on the next year, because what happens beyond that is highly speculative. And we do not expect deficits to come down in the next year. Extending expiring tax cuts, and extending some new ones, albeit with some spending offsets, should modestly expand the deficit next year in our estimates; and some further deficit expansion should come from other factors baked into the budget, like higher interest payments. It's understandable these two questions came up, because we do think the answers are key to the outlook for markets. In particular, they inform some of the stronger views in our markets' outlook. For example, slower relative U.S. growth and the related potential for foreign investors to increasingly prefer their portfolios reflect their local currency should keep the U.S. dollar weakening – a key call our team started this year with and now continues. Another example, the shape of the U.S. Treasury yield curve. Higher deficits and the uncertainty about inflation caused by tariffs should make for a steeper yield curve. So while we expect U.S. Treasury yields to fall, making for good returns for high grade bonds including corporate credit, the better returns might be in shorter maturities. Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And if you like what you hear, tell a friend or a colleague about us today.

Midland grit, tech leadership, and a dash of fun: How did Dusti Wofford become Global Head of Digital Strategy and Technology at CBRE? Trace her path from a strict upbringing to mastering a fast-paced, tech-driven world. Gain sharp insights on building resilient teams, leading with empathy and high expectations, and navigating generational shifts. Learn the power of mentorship, community, and balancing work identity with personal life. Essential listening for leaders cultivating growth, collaboration, and a champion's spirit.

Risk sentiment is positive ahead of the next critical event that will determine whether the US market can achieve new all-time highs: the Nvidia's earnings call after the close today. Elsewhere, still signs of trouble in Japan's bond market, even as the pressure on the US treasury market has continued to ease, helping fuel risk sentiment. Thoughts on gold, crude, uranium and more also on the pod, which features Saxo Head of Commodity Strategy Ole Hansen and Global Head of Macro Strategy John J. Hardy.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgan's $3 trillion private bank. The Private Bank's investment approach resembles that of many institutions, with centralized research, manager selection, and portfolio construction that its financial advisors use in client portfolios. KK has spent her entire career in private wealth at J.P. Morgan, spanning investment functions and global geographies.   Our conversation describes J.P. Morgan's centralized approach to alternative investing for its clients. We cover KK's journey through J.P. Morgan and the evolution of alternatives within the firm. We discuss the allocation strategies for private equity, private credit, real assets, venture capital, and hedge funds, insights from J.P. Morgan's Family Office Report, and the importance of portfolio construction tailored to diverse client needs. KK also shares her thoughts on the democratization of access to private markets, innovations in evergreen fund structures, and the challenges of scaling investment solutions across a global client base.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership