Podcasts about global head

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Latest podcast episodes about global head

Aiming For The Moon
129. AI Needs You: Verity Harding (director of the AI & Geopolitics Project @ the Bennett Institute for Public Policy at the University of Cambridge | Founder of Formation Advisory)

Aiming For The Moon

Play Episode Listen Later Jul 23, 2025 25:04 Transcription Available


Send us a textWith the development of artificial intelligence on the rise, we are at a crossroads. How will we continue our innovations and regulations of this new technology? But, this is more than a technological question. As my guest, Verity Harding states, “AI needs you.”In this episode, I sit down with Verity Harding to discuss her book, AI Needs You: How We Can Change AI's Future and Save Our Own. How we apply AI is a multi-disciplinary issue. We need everyone, from tech people to teachers, to students, to nurses and doctors, and to everyone else.  Topics:Why AI Needs EveryoneTechnology's Shadow SelfThe Socio-Technical Approach to AI"What books have had an impact on you?""What advice do you have for teenagers?Bio:One of TIME's 100 Most Influential People in AI, Verity Harding is director of the AI & Geopolitics Project at the Bennett Institute for Public Policy at the University of Cambridge and founder of Formation Advisory, a consultancy firm that advises on the future of technology and society. She worked for many years as Global Head of Policy for Google DeepMind and as a political adviser to Britain's deputy prime minister.Socials -Lessons from Interesting People substack: https://taylorbledsoe.substack.com/Website: https://www.aimingforthemoon.com/Instagram: https://www.instagram.com/aiming4moon/Twitter: https://twitter.com/Aiming4Moon

Animal Spirits Podcast
Talk Your Book: How We Got a Bitcoin ETF

Animal Spirits Podcast

Play Episode Listen Later Jul 21, 2025 35:23


On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Dave LaValle, Senior Managing Director, Global Head of ETFs at Grayscale Investments to discuss: how a bitcoin ETF was approved, what's coming next in crypto, how to think about the volatility of investing in these assets, and more! Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Grayscale Disclosures: This podcast was prepared as part of Grayscale's general paid sponsorship of The Compound News. This specific content within and any opinions expressed therein belong solely to The Compound News and do not reflect the opinion or analysis of Grayscale, its employees, or its affiliates. Content published on The Compound News is provided for educational purposes only and should not be considered investment or tax advice. For investment or tax advice, please consult a financial professional. Grayscale is an independent company, unaffiliated with The Compound News. Grayscale has not been involved with the preparation of the content supplied by The Compound News. It does not guarantee, or assume any responsibility for its content. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drop
377 | Ed Coyon, Global Head of Product for On

The Drop

Play Episode Listen Later Jul 21, 2025 65:12


From Swiss underdogs to global heatseeker, On has won softly over the past decade with its unique approach to footwear design and performance. This week, Robbe chats with Ed Coyon, Global Head of Product for the brand, to talk about On's approach to running, design, production, and the all-new Cloudsurfer Max.The On Cloudsurfer Max is available now for $180: https://www.on.com/

Insurance AUM Journal
Episode 308: Real Estate Credit: Cutting Through the Noise

Insurance AUM Journal

Play Episode Listen Later Jul 21, 2025 34:45


In this episode of the InsuranceAUM.com Podcast, Stewart Foley sits down with Charlie Rose, Managing Director and Global Head of Debt at Invesco Real Estate, for a comprehensive conversation on the state of real estate credit markets and what insurers need to know right now. With nearly $10 billion in CRE debt AUM and a global mandate, Charlie shares insights on how Invesco is navigating a market still recovering from a historic value correction.   He explains the fundamentals of bridge lending, the firm's “credit over yield” approach, and how they integrate equity and credit insights to drive disciplined underwriting. Charlie also compares market dynamics in the U.S. and Europe, highlights where he sees relative value opportunities, and outlines what may lie ahead over the next 12–18 months. The episode closes with a thoughtful take on hiring, diversity, and the traits Invesco values in its team. It's a high-level, yet grounded discussion for institutional investors exploring real estate credit today.

Reaganism
Insights from Google: AI's Role in Shaping Tomorrow's Global Economy

Reaganism

Play Episode Listen Later Jul 21, 2025 33:11


In this episode of Reaganism, host Roger Zakheim sits down with Karan Bhatia, who previously served as Deputy U.S. Trade Representative in the Bush Administration, and now serves as the Global Head of Government Affairs and Public Policy for Google. They discuss the current landscape of artificial intelligence (AI) and technology, focusing on the United States' leadership role and the regulatory challenges faced in Europe. He emphasizes the importance of collaboration between free societies, the competitive dynamics with China, and Google's engagement in Taiwan. Bhatia also highlights the energy demands of technology and Google's contributions to national security, while reflecting on the impact of recent legislation on the tech industry and drawing parallels to Ronald Reagan's vision for innovation.

Irish Tech News Audio Articles
Airline AI forecasting solution to help with risk management

Irish Tech News Audio Articles

Play Episode Listen Later Jul 21, 2025 5:38


Ant International, in partnership with Citi have launched their Falcon Time-Series Transformer (TST) Model to deliver an enhanced FX risk management solution for their customers. The new solution was iterated with relevant experts in the airline industry. If it succeeds the AI forecasting tool will provide a wider number of payment options for all key stakeholders in the skies. Many billions of financial transactions occur ever year, presenting a great opportunity for all involved. AI forecasting for airlines to help with risk management Ant International's Falcon TST Model is a transformer architecture-based big data model with close to 2 billion parameters. By integrating the latest time series forecasting algorithms, the TST Model predicts future data points by learning complex patterns from large historical data sets using AI technology, the model helps businesses improve the efficiency and accuracy of their cashflow and FX exposure forecasts, allowing them to reduce hedging and overall FX costs. By pairing the Falcon TST Model with Citi's Fixed FX Rates solution, an award-winning solution that simplifies the FX risk management process for businesses selling online in multiple currencies, the combined solution helps businesses mitigate the risks associated with currency fluctuations by securing FX rates for a defined period. FX rates are locked-in and agreed upon, giving businesses greater predictability in budgeting, pricing and profitability. Citi's Fixed FX Rates solution supports over 70 currencies and is widely used by clients in various sectors including Airlines, Travel and e-Commerce. With Ant International's AI-enabled forecasting capability, businesses may utilise Citi's enhanced solution to improve the accuracy of their sales and FX exposure forecasts. Ant International has already achieved an accuracy rate of more than 90% in the company's own use cases and expects the solution to help the airline industry reduce its overall FX hedging costs as forecast accuracy continues to improve. By combining Ant International's Falcon TST model with Citi's Fixed FX Rates solution, Citi has successfully completed FX transactions for one of the leading carriers in Asia, reducing the carrier's FX hedging costs in initial live transactions. Sam Hewson, Global Head of FX Sales at Citi, said: "We are constantly evolving our products and solutions to support new use cases built on our clients' priorities. Citi's Fixed FX Rates solution supports some of the world's largest e-Commerce and Travel names and this innovative solution sees us leveraging best-in-class technology capabilities in the broader ecosystem to accelerate go-to-market use cases." Kelvin Li, General Manager of Platform Tech at Ant International, said: "This is the first industry-tailored solution developed from our Falcon TST Model with a bank partner to serve their customers. It's an important milestone in our journey to leverage AI for FX management for our businesses, partners, and also merchants. The 30% hedging cost savings Ant International has achieved for the pilot airline customer shows the cost efficiency that can be achieved with AI-enabled FX hedging. We are excited to expand the solution with Citi to serve more businesses and industries." About Citi Citi is a preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in its home market of the United States. Citi does business in more than 180 countries and jurisdictions, providing corporations, governments, investors, institutions and individuals with a broad range of financial products and services. Additional information may be found at www.citigroup.com | X: @Citi | LinkedIn: www.linkedin.com/company/citi | YouTube: www.youtube.com/citi | Facebook: www.facebook.com/citi About Ant International With headquarters in Singapore and main operations across Asia, Europe, the Middle East and Latin America, Ant International is a l...

On Strategy
The story behind Turo, the Airbnb of cars

On Strategy

Play Episode Listen Later Jul 20, 2025 24:06


After a rebrand and close to $1 billion in 2024 revenue, Turo is about to move into the early majority market. We talk with Global Head of Brand Strategy, Matt Kerbel. Thanks to Tracksuit (the affordable brand tracking solution) for making this episode possible. More at gotracksuit.com.

Cisco TechBeat
S6 E7: Talking IT/OT convergence, self-healing networks, and digital resilience with Rajat Arora

Cisco TechBeat

Play Episode Listen Later Jul 18, 2025 17:36


AB sits down with PepsiCo's Rajat Arora, Global Head of Networks and IT/OT Infrastructure, to talk about how Cisco technologies and solutions are driving better business outcomes for PepsiCo across the globe. This is a great conversation that covers a variety of topics, from IT/OT convergence to the integration of Cisco WAN to self-healing networks.

Breakfast Business
Fast-tracking that capital investment that's badly needed

Breakfast Business

Play Episode Listen Later Jul 18, 2025 6:41


A lot of focus on Ireland's housing market in recent days and weeks with some significant changes in terms of regulations looking to accelerate development. But what can we learn from other markets in terms of fast-tracking that capital investment that's badly needed? Speaking to Tom this morning on the show was Andy Tallon the Head of Debt Advisory at Interpath in Ireland and also the Global Head of Real Estate with Interpath.

Alt Goes Mainstream
Future Proof Citywide Replay: Alt Goes Mainstream Live with Blue Owl's Marc Zahr

Alt Goes Mainstream

Play Episode Listen Later Jul 17, 2025 46:05


Future Proof, which holds one of the industry's largest wealth conferences, invited me to hold a live podcast earlier this year with Blue Owl Co-President and Global Head of Real Assets Marc Zahr. Marc is a pioneer in the real estate space, building Blue Owl into a market leader in the triple net lease strategy, a commercial real estate investment strategy that is becoming increasingly popular for real estate investors, tenants (think large corporates like Amazon, Walgreens, Dollar General), and investors alike.Blue Owl's Real Assets business has over $67.1B AUM, owning over 5,600 assets and partnering with over 800 tenants. Marc founded Oak Street, the predecessor firm to Blue Owl, in 2009 with $17M AUM. Listening to Marc talk about the evolution of his career, building Oak Street, and running Blue Owl's Real Assets platform, it's no surprise to see why Marc and the firm have had success. His “myopic focus … perfecting his craft,” as he discussed in our conversation, his clarity of vision, and his ability to so clearly articulate his investment strategy and market opportunity have led to tremendous success for Oak Street, and now, Blue Owl.Marc and I had a fascinating and thought-provoking discussion that covered everything from the evolution of his firm, how and why he sold Oak Street to Blue Owl, the market opportunity in triple net lease real estate investing, why data center investing is a large market opportunity, how to build a high-performing investment culture, and much more.We discussed:The story of how Marc built Oak Street from a $17M real estate investment firm and grew it into Blue Owl's $67B AUM Real Assets platform.Breaking down the triple net lease real estate investment strategy.Why the industry “isn't even in the first inning” in the $20T addressable market in triple net lease real estate investing.Why data centers are a “once in a generation opportunity” due to capex supply / demand imbalance.How a bigger platform can help an asset manager scale its business.Why an evergreen structure can make sense and the story of how Blue Owl did so well with its triple net lease product on a private wealth platform that the private bank created their own product.The hardest part of educating the wealth channel on real estate and evergreen structures.Why private wealth is the biggest opportunity in the future. The advice Marc would give to someone trying to build the next great asset manager.Thanks Marc for sharing your wisdom, expertise, and thoughtful and nuanced perspectives on private markets and real estate. 

Outgrow's Marketer of the Month
Snippet: Shubho Mukherjee on Nokia's Digital Transformation Strategy for Climate Impact

Outgrow's Marketer of the Month

Play Episode Listen Later Jul 17, 2025 1:21


Shubho Mukherjee, VP and Global Head of Sustainability at Nokia, shares key insights on the company's approach to digital transformation and environmental impact at Mobile World Congress. While acknowledging that the ICT industry contributes approximately 2% of global emissions, Mukherjee emphasizes the far greater potential of technology's "handprint impact" - how digital solutions can fundamentally transform traditionally physical industries.Watch the full episode here

Payments on Fire
Episode 269 - Designing Digital Financial Services for Women is Designing for All, with Sonja Kelly, Women's World Banking Institute

Payments on Fire

Play Episode Listen Later Jul 16, 2025 49:21


In our third episode in a series to spotlight the latest in global developments in payment systems from a financial inclusion lens, Sonja Kelly, Global Head of Women's World Banking Institute, joins Joanna Wisniecka to dive into design principles for inclusive digital financial systems and how all end users benefit when design considers the specific needs of women. Listen in as they discuss barriers to women's financial inclusion, the critical importance of addressing safety and trust issues, and potential benefits and risks associated with emerging technologies like AI and CBDCs.

Coinbase Institutional Market Call
Morpho Labs Conversation + BTC marks fresh highs

Coinbase Institutional Market Call

Play Episode Listen Later Jul 16, 2025 42:38


This week we dive into market dynamics that led to crypto's strong price action on the week. The team walks through flows, derivative markets, and meme coin thematics. We also spend time with Merlin Egalite, co-founder @ Morpho Labs to walk through Merlin's vision of DeFi lending, Coinbase's crypto backed loan product, and Morpho v2.Speakers:Joshua Pak, Senior CES Sales TraderDavid Duong, Global Head of ResearchMerlin Egalite, Co-founder of Morpho Labs

TRM Talks
EP. 88 | CJ Rinaldi on Building Scalable, Risk-Driven Compliance at Kraken

TRM Talks

Play Episode Listen Later Jul 16, 2025 32:55


What happens when a veteran of traditional finance decides to help shape the future of crypto compliance? In this episode, Kraken Chief Compliance Officer CJ Rinaldi joins Ari Redbord, TRM's Global Head of Policy, to discuss his journey from the the SEC to UBS and Deutsche Bank and finally to crypto compliance at Blockchain.com and now Kraken.CJ delves into what makes a world-class compliance program in today's fast-evolving digital asset ecosystem — from hiring top-tier talent to integrating blockchain intelligence and AI.Key highlights include:How Kraken builds risk-first, tech-forward compliance infrastructureWhy AI is a game-changer for due diligence and real-time threat detectionThe convergence of TradFi and crypto—and what it means for regulationNavigating financial privacy while combating financial crimeCollaborating with law enforcement to disrupt ransomware, terrorism financing, and North KoreaThe conversation goes deep into the challenges of real-time monitoring, crypto-native risk vectors, and how CJ thinks about operationalizing compliance globally across new asset classes.Whether you're building in crypto, investing in infrastructure, or working in policy and compliance, CJ's insights offer a blueprint for what next-gen crypto compliance looks like in practice.

HSBC Global Viewpoint: Banking and Markets
Perspectives: The Emerging Markets value proposition

HSBC Global Viewpoint: Banking and Markets

Play Episode Listen Later Jul 16, 2025 22:54


Following an eventful first half, what does the future hold for Emerging Markets? Yerlan Syzdykov, Global Head of Emerging Markets, Amundi, joins HSBC's Global Head of Emerging Markets Research, Dr Murat Ulgen, to discuss the widening gap between emerging market and developed market growth. They explore the key trends across equities and fixed income, the regions and local currency markets showing strength, and how Amundi is navigating the current landscape.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 17 June 2025.Read more about the GCC conference here https://www.business.hsbc.com/campaigns/hsbc-gulf-cooperation-council-conference-gccDisclaimer: Views of external guest speakers do not represent those of HSBC.

The Modern Manager: Create and Lead Successful Teams
366: Want to Build Habits That Stick? Forget Changing Who You Are with Jason Hreha

The Modern Manager: Create and Lead Successful Teams

Play Episode Listen Later Jul 15, 2025 28:51


Are you struggling to form new habits that actually stick?If you've ever found yourself failing to break old habits, it's likely because you're using the wrong habit formation strategies. Thankfully, today's guest is going to unlock the key to transformational behavior change so you and your team can successfully adopt new ways of working.Today's guest is Jason Hreha. Jason is a behavioral scientist and entrepreneur who, after studying at Stanford and working in BJ Fogg's Behavior Design Lab, developed the Behavioral Strategy framework for business challenges. As CEO of Persona, he combines behavioral science assessments with rigorous vetting to connect companies with exceptional talent. Previously, as Global Head at Walmart, he established the first Fortune 100 behavioral science team. Jason is also the author of Real Change, a book redefining habit formation and personal growth. In this episode, Jason shares a breakthrough approach to behavior change that will reshape the way you think about habits.We explore the distinction between habits and transformative practices and why most people fail by choosing habits that are too complex or misaligned with their personality.Jason also explains the importance of behavior matching and how it can help both individuals and teams adopt the right practices for lasting impact. Plus, in the extended episode available to Podcast+ members, Jason shares practical, human-centered strategies to break bad habits for yourself and your team.Join the conversation now!Get FREE mini-episode guides with the big idea from the week's episode delivered to your inbox when you subscribe to my weekly email.Conversation Topics(00:00) Introduction(01:55) Habits vs. transformative practices(05:46) The problem with habit-forming strategies(08:15) Why behavior matching is more effective(10:47) Respecting individual strengths and weaknesses(17:31) How managers can introduce new team practices effectively(21:01) Exploring new behaviors as a way of growth(24:44) A great manager Jason has worked for(27:18) Keep up with Jason(28:09) [Extended Episode Only] How to break a bad habit for yourself or a team member (35:49) [Extended Episode Only] Embracing personality traits for effective behavior changeAdditional Resources:- Get the extended episode by joining The Modern Manager Podcast+ Community for just $15 per month- Read the full transcript here- Follow me on Instagram here - Visit my website for more here- Upskill your team here- Subscribe to my YouTube Channel here Keep up with Jason Hreha - Follow Jason on LinkedIn, Twitter/X, and Instagram- Follow Persona for more updates on LinkedIn, Twitter/X, and Facebook- Subscribe to The Behavioral Scientist on YouTube here- Visit Persona Talent and The Behavioral Scientist for more informationFREE: First Half of Real Change: Moving Beyond Habits to Achieve Lasting TransformationJason is providing members of Podcast+ with the first half of his book Real Change: Moving Beyond Habits to Achieve Lasting Transformation, for free! This book debunks the myths of habit hacking and guides you towards meaningful, lasting transformation through the innovative Transformative Practice Path. Whether you're a seasoned professional or just starting out, this book will empower you to create the meaningful life you've always desired.To get this bonus and many other member benefits, become a member of The Modern Manager Podcast+ Community.---------------------The Modern Manager is a leadership podcast for rockstar managers who want to create a working environment where people thrive, and great work gets done.Follow The Modern Manager on your favorite podcast platform so you won't miss an episode!

The Marketing Architects
Selling in Marketing Effectiveness with Simon Peel

The Marketing Architects

Play Episode Listen Later Jul 15, 2025 38:55


Getting marketing effectiveness principles to stick at major companies is harder than proving they work. Even when the data shows brand activity drives 65% of sales, internal structures and human psychology work against long-term thinking.This week, Elena and Rob are joined by Simon Peel, managing partner at The Other Lot and former Global Head of Media at Adidas. Simon shares how Adidas discovered that brand activity was driving 65% of sales across all channels, not the digital performance marketing in which they were heavily invested. He reveals the internal battles, years of education, and structural changes needed to make effectiveness principles stick at large organizations.Topics covered: [01:00] Why Adidas publicly admitted their digital advertising mistakes[10:00] The marshmallow effect and why humans default to short-term thinking[16:00] Differences between US and European adoption of effectiveness principles[20:00] Why measurement needs econometrics, randomized tests, and attribution[26:00] How light buyers drove 80-90% of revenue at both Adidas and Haleon[30:00] Why AI will perpetuate bad media buying practices  To learn more, visit marketingarchitects.com/podcast or subscribe to our newsletter at marketingarchitects.com/newsletter.  Resources:  2019 MarketingWeek Article: https://www.marketingweek.com/adidas-marketing-effectiveness/2019 Institute of Practitioners in Advertising Video: https://www.youtube.com/watch?v=rbT8TqBUgOsSimon Peel's LinkedIn: https://www.linkedin.com/in/simon-peel-28a83215/?originalSubdomain=uk Get more research-backed marketing strategies by subscribing to The Marketing Architects on Apple Podcasts, Spotify, or wherever you listen to podcasts.

That's What I Call Marketing
S4 Ep16: Inside Canva's Move from PLG to Enterprise-Led Growth

That's What I Call Marketing

Play Episode Listen Later Jul 15, 2025 32:40


What happens when one of the most beloved product-led growth (PLG) companies in the world starts thinking like an enterprise software giant?In this episode of That's What I Call Marketing, I sit down with Emma R, Global Head of Demand at Canva, to explore the company's fascinating evolution—from a self-serve tool for creatives to a serious enterprise-grade platform used by the world's biggest brands.We discuss:*Why B2B marketing needs more emotion and less jargon*How Canva blends fun with functionality (yes, even for the C-Suite)*The role AI is playing across both product and marketing workflows*How the team is navigating the shift from bottom-up adoption to top-down enterprise sales*What marketers can learn about testing, localisation, and scaling with culture*This one's packed with sharp thinking, practical lessons, and a few great stories 02:32 – Intro: Canva, Creativity, and Conor's Fan Moment04:32 – Emma's Tech & Marketing Journey (From Salesforce to Canva)06:32 – Falling in Love with the Product: Why it Matters in Marketing08:17 – From Rap Launches to Enterprise Strategy: Bold Moves in B2B10:32 – Why B2B Marketing Needs a Human Touch12:02 – Understanding the Modern Buyer Journey (Gen Z, Self-Serve, TikTok)13:32 – Test, Learn, Scale: What Works and What Doesn't15:32 – How Canva Uses AI Internally (And Where It Adds Real Value)18:32 – The Shift to Enterprise: New Teams, Skills & Sales Models21:17 – Product-Led Growth vs Enterprise Motion: Why Both Matter24:32 – Changing Perceptions: Canva as a Serious Enterprise Tool26:32 – KPIs, Pipeline, and the Role of Brand in Driving Growth28:02 – Local vs Global: Cultural Nuance and International Rollout32:32 – Why Localisation Really Matters34:32 – What's Next for Canva Hosted on Acast. See acast.com/privacy for more information.

Market take
Why now is a great time for alpha

Market take

Play Episode Listen Later Jul 14, 2025 3:47


U.S. tariffs may drive more dispersion in market and security returns, creating yet more opportunity to earn alpha, or above-benchmark returns. Vivek Paul, Global Head of Portfolio Research at the BlackRock Investment Institute, shares two ways of capturing this additional alpha on offer. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0725U/M-4657031

ServiceNow Podcasts
Behind every click is a human: an interview with former Global Head of Digital for the Virgin Group

ServiceNow Podcasts

Play Episode Listen Later Jul 14, 2025 13:54


In this episode of the ServiceNow Executive Circle podcast, Kat Finch sits down with Alex Hunter — global brand expert and former Global Head of Digital at Virgin Group — for a fast-paced, deeply insightful conversation on customer experience, AI, and why brand trust still matters more than ever. Drawing on stories from his time launching Virgin America to helping brands today navigate generative AI, Alex urges businesses to start with the problem, not the platform. He explores how AI can be used to deepen human connection, not dilute it, and why the brands that succeed are those that focus on making life easier — not noisier — for their customers. Whether you're in marketing, digital, or C-suite leadership, this is a masterclass in keeping brand experiences human at a time when everything feels increasingly automated.See omnystudio.com/listener for privacy information.

Mission Money
Quant-Stratege: So schlägt man langfristig wirklich den Markt

Mission Money

Play Episode Listen Later Jul 12, 2025 65:36


Heute mal ein etwas anderer Deep-Dive in die Welt der Daten und der Quant-Strategien an den Finanzmärkten. Wie sprechen mit Erhard Radatz, als Global Head of Portfolio Management bei Invesco oberster Quant-Stratege, über die großen Mogelpackungen beim Investieren. Der vielen als Allheilmittel gepriesene MSCI World? Hat langfristig Schwächen. Klassische Smart-Beta-Modelle, oft als Wunder-ETFs gepriesen? Brauch eigentlich kein Privatanleger. Die KI? Wird im Portfolio-Management absolut überschätzt. Wir klären, wie es Erhard und sein Team schaffen, über viele Jahre die großen Indizes zu schlagen, wie richtige Diversifikation aussieht und warum sich Privatanleger so viel genauer damit beschäftigen sollte. Kurz: Weil sie der einzige Free Lunch an der Börse ist.

The Agile World with Greg Kihlstrom
#703: How AI and Deep Learning is affecting advertising with Jaysen Gillespie, RTB House

The Agile World with Greg Kihlstrom

Play Episode Listen Later Jul 11, 2025 28:36


Are we on the brink of advertising becoming too smart for its own good, or is Deep Learning finally getting us closer to what customers actually want? Agility requires us to constantly evaluate how technology like AI reshapes the relationships between brands and consumers—sometimes for better, sometimes for far more complex. The advertising landscape is shifting under our feet, with new rules, new tech, and frankly, a lot of new guesswork.Today we're going to talk about how Deep Learning and AI are impacting advertising effectiveness, personalization, and the future of advertising—with or without cookies. To help me discuss this topic, I'd like to welcome Jaysen Gillespie, VP, Global Head of Analytics and Product Marketing at RTB House. About Jaysen Gillespie Jaysen is a Southern California analytics pro with 15+ years in tech leadership. Currently holding the position of VP, Global Head of Product Marketing and Analytics at RTB House, he turns data into insights that drive relevant decisions. He is an experienced speaker and content creator, simplifying complex ideas and making them easily consumable and applicable. For Jaysen, analytics isn't just interesting—it's essential. Resources RTB House: https://www.rtbhouse.com https://www.rtbhouse.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

The Meb Faber Show
Goldman Sachs' Sara Naison-Tarajano - Family Office Whisperer | #590

The Meb Faber Show

Play Episode Listen Later Jul 11, 2025 48:55


Today's guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm's largest family offices. In today's episode, Sara runs through her career at Goldman Sachs, and the distinct approach required for family office investing. She explores the unique balance of risk management and growth that helps protect generational wealth, as well as the importance of alternatives in these strategies. Finally, Sara covers networking opportunities, market insights, and the most common challenges that affect family offices. (0:00) Starts (1:53) Sara's role at Goldman Sachs (7:12) Challenges faced by wealthy families (14:02) Concentrated wealth for family offices (23:31) Portfolio strategies and alts (30:40) Asset allocation and educating the next generation (37:39) Insights from Goldman Sachs family office conference (43:18) Risk management and market outlook for 2025 ----- Follow Meb on⁠ X⁠,⁠ LinkedIn⁠ and⁠ YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ cambriainvestments.com⁠ ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include ⁠Ed Thorp⁠, ⁠Richard Thaler⁠, ⁠Jeremy Grantham⁠, ⁠Joel Greenblatt⁠, ⁠Campbell Harvey⁠, ⁠Ivy Zelman⁠, ⁠Kathryn Kaminski⁠, ⁠Jason Calacanis⁠, ⁠Whitney Baker,⁠ ⁠Aswath Damodaran⁠, ⁠Howard Marks⁠, ⁠Tom Barton⁠, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out ⁠here⁠!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). Learn more about your ad choices. Visit megaphone.fm/adchoices

Goldman Sachs Exchanges: The Markets
The three top equity market themes

Goldman Sachs Exchanges: The Markets

Play Episode Listen Later Jul 11, 2025 10:46


What's driving equities now – and what are investors most focused on? Lou Miller, Global Head of Equity Custom Baskets in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.   Recorded on July 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Thoughts on the Market
The Future Reckoning of Tariff Escalation

Thoughts on the Market

Play Episode Listen Later Jul 10, 2025 3:52


The ultimate market outcomes of President Trump's tactical tariff escalation may be months away. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas takes a look at implications for investors now.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: The latest on U.S. tariffs and their market impact. It's Thursday, July 10th at 12:30pm in New York. It's been a newsy week for U.S. trade policy, with tariff increases announced across many nations. Here's what we think investors need to know. First, we think the U.S. is in a period of tactical escalation for tariff policy; where tariffs rise as the U.S. explores its negotiating space, but levels remain in a range below what many investors feared earlier this year. We started this week expecting a slight increase in U.S. tariffs—nothing too dramatic, maybe from 13 percent to around 15 percent driven by hikes in places like Vietnam and Japan. But what we got was a bit more substantial. The U.S. announced several tariff hikes, set to take effect later, allowing time for negotiations. If these new measures go through, tariffs could reach 15 to 20 percent, significantly higher than at the beginning of the year, though far below the 25 to 30 percent levels that appeared possible back in April. It's a good reminder that U.S. trade policy remains a moving target because the U.S. administration is still focused on reducing goods trade deficits and may not yet perceive there to be substantial political and economic risk of tariff escalation. Per our economists' recent work on the lagged effects of tariffs, this reckoning could be months away. Second, the implications of this tactical escalation are consistent with our current cross-asset views. The higher tariffs announced on a variety of geographies, and products like copper, put further pressure on the U.S. growth story, even if they don't tip the U.S. into recession, per the work done by our economists. That growth pressure is consistent with our views that both government and corporate bond yields will move lower, driving solid returns. It's also insufficient pressure to get in the way of an equity market rally, in the view of our U.S. equity strategy team. The fiscal package that just passed Congress might not be a major boon to the economy overall, but it does help margins for large cap companies, who by the way are more exposed to tariffs through China, Canada, Mexico, and the EU – rather than the countries on whom tariff increases were announced this week. Finally, How could we be wrong? Well, pay attention to negotiations with those geographies we just mentioned: Mexico, Canada, Europe, and China. These are much bigger trading partners not just for U.S. companies, but the U.S. overall. So meaningful escalation here can drive both top line and bottom line effects that could challenge equities and credit. In our view, tariffs with these partners are likely to land near current levels, but the path to get there could be volatile. For the U.S., Mexico and Canada, background reporting suggests there's mutual interest in maintaining a low tariff bloc, including exceptions for the product-specific tariffs that the U.S. is imposing. But there are sticking points around harmonizing trade policy. The dynamic is similar with China. Tariffs are already steep—among the highest anywhere. While a recent narrow deal—around semiconductors for rare earths—led to a temporary reduction from triple-digit levels, the two sides remain far apart on fundamental issues. So when it comes to negotiations with the U.S.' biggest trading partners, there's sticking points. And where there's sticking points there's potential for escalation that we'll need to be vigilant in monitoring. Thanks for listening. If you enjoy Thoughts on the Market please leave us a review. And tell your friends about the podcast. We want everyone to listen.

Galaxy Brains
Bitcoin Treasury Companies with Jason Urban

Galaxy Brains

Play Episode Listen Later Jul 10, 2025 45:58


Alex Thorn is joined by Jason Urban, Global Head of Trading at Galaxy, to break down the rise of crypto treasury companies and the evolving institutional crypto landscape. They discuss the explosion of publicly traded firms holding crypto assets, questions around systemic risk, and what sets these new vehicles apart from legacy players like MicroStrategy. Jason also shares insights on the growth of Galaxy's trading and lending businesses, the role of tokenized securities in future capital markets, and how institutional demand is accelerating the integration of DeFi and onchain finance. Plus, Michael Harvey, Head of Franchise Trading at Galaxy, joins to unpack a market that feels “priced to perfection,” with equities near highs, easing macro data, and retail activity driving risk-on sentiment. This episode was recorded on Wednesday, July 9, 2025. ++ Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/

TreasuryCast
A Call to Order

TreasuryCast

Play Episode Listen Later Jul 10, 2025 22:02


It took Belgium-based Aliaxis, a global leader in fluid management solutions, 15 months to transform its 10-country LATAM treasury operations from a collection of disparate processes into a sleek, centralised powerhouse. The project, which earned the team the TMI Best in Class Treasury – LaTAm Award 2025, is described in detail here by Séverine Le Blévennec, Global Head of Treasury, Aliaxis.

Tokens of Wisdom
Episode 66: Phil Graham, Harneys

Tokens of Wisdom

Play Episode Listen Later Jul 9, 2025 50:12


Episode 66: Phil Graham, Harneys When I set out to do this show, my goal was to arm aspiring fund managers with the information they need to launch and operate a fund. In the legal realm, I happen to possess a lot of that information from my day job, but there's so much more that goes into launching and operating a fund. And wise though I may be, my area of expertise doesn't cover it all. So I'm going to bring in some friends to share their wisdom in various other aspects of fund management.  I am honored to have Phil Graham, Global Head of Investment Funds and Digital Assets at Harneys on the show today to talk to us about BVI funds law.  Key Points From This Episode: Why should I choose BVI over Cayman for my offshore fund?Does my fund always need to register with the local regulator?What does the registration process cost/involve?Brief rundown of the local regulatory requirements for a BVI fund.How should I choose the right offshore counsel?Creating pathways to regulatory compliance.What's the smartest thing a new fund manager can do? Disclaimer: This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us are sharing their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity. Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/ Links Mentioned in Today's Episode: Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/Phil Graham - https://www.linkedin.com/in/philip-graham-865a4011/Harneys -  https://www.harneys.com/ Piano Lessons Podcast - https://www.harneys.com/podcasts/piano-lessons/Cole-Frieman & Mallon LLP - https://colefrieman.com/Music by Joe Ginsberg - https://www.instagram.com/thejoeginsbergFor any questions or comments, email: tow@colefrieman.com

AWS for Software Companies Podcast
Ep116: Building the AI Economy - Inside NVIDIA's 25,000-Strong Startup Ecosystem

AWS for Software Companies Podcast

Play Episode Listen Later Jul 9, 2025 12:52


NVIDIA's Global Head of Partnerships & Cloud for Startups, Jen Hoskins, details their collaboration with AWS to support over 25,000 startups through their Inception program.Topics Include:AI transformation happening across all industries and verticalsNVIDIA evolved from GPU company to full-stack AI solutionsAccelerated computing requires complete stack re-engineering from chip upTraditional CPU scaling has reached its fundamental performance limitsNVIDIA-AWS partnership spans over 13 years of co-developmentDGX Cloud integrates seamlessly with AWS SageMaker and BedrockOver 26 NVIDIA solutions available in AWS MarketplaceNVIDIA AI Enterprise accelerates data science and deployment pipelinesNIM microservices streamline AI model development like Docker containersCodeway gaming startup saved 48% on compute costs using NVIDIAEternal improved marketing ROI by 30X with generative AIQuoto achieved 10X content length and 3X throughput improvementNOATech biotech scaled cancer research with small team efficientlyNVIDIA Inception program supports over 25,000 startups globallyProgram covers 100+ countries across all verticals and stagesStartups get AWS credits up to $100,000 through ActivateDeveloper program offers free access to hundreds of SDKsThree program pillars: Innovate, Build, and Grow stagesVC Alliance connects startups with over 1,000 investorsVenture Capital Connect directly links startups to funding opportunitiesParticipants:Jen Hoskins – Startups, Global Head of Cloud, Partnerships & Go to Market, NVIDIAFurther Links:Website: https://www.nvidia.comNVIDIA Inception ProgramNVIDIA on AWS MarketplaceSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Rock N Roll Pantheon
Only Three Lads: The Man Who Revolutionized the Modern Playlist, Nick Holmstén

Rock N Roll Pantheon

Play Episode Listen Later Jul 8, 2025 105:50


Not to toot our own horns (so to speak), it's the undisputed truth that we've had incredible guests on O3L in the past. Our growing roster of "Third Lads" has collectively touched millions of lives. But is there any single person who has changed the very fabric of the music industry as indelibly as this week's Third Lad? Because this week we chat with Nick Holmstén, the man who revolutionized the modern playlist. In that spirit, we are going to "be your algorithm" and give you a wildly eclectic list of songs that you need to stream...RIGHT NOW! Well, OK, wait til after the podcast is done. Priorities, friends! With three decades of diverse experience in the entertainment industry, Holmstén's transformation from a thriving artist, producer, and songwriter into a pioneering leader in the realms of music and technology showcases his dynamic career progression. His tenure as the Global Head of Music at Spotify is a testament to his significant impact on the digital music sphere. This role followed the strategic acquisition of his company, Tunigo, by Spotify in 2013, highlighting Spotify's commitment to remaining at the forefront of the music discovery. He was instrumental in transforming Spotify into a global music powerhouse, introducing the modern playlist that revolutionized the way artists release music and reinvented how fans discover new music, thereby expanding the global reach of music artists. He also established TSX Entertainment, a groundbreaking entertainment company based in Times Square, with the TSX Stage and the TSX Billboard becoming significant cultural icons. The debut performance on the stage by Post Malone earned Six Clio Awards in 2023. Nick Holmstén's journey is recounted in the book Fan Powered Futures, a compelling tale of passion, vision, and innovative spirit shaping the entertainment industry. His groundbreaking work in music, technology, and hospitality inspires a new generation of entrepreneurs, artists, and visionaries, cementing his role as a key figure in the evolution of modern entertainment. Learn more about your ad choices. Visit megaphone.fm/adchoices

EcoJustice Radio
Deep Sea Dilemma for the Green Transition: Mining vs. Marine Life

EcoJustice Radio

Play Episode Listen Later Jul 7, 2025 72:43


In this episode, we delve into the controversial and complex world of deep seabed mining. We feature a panel of experts from the Wonderful World Festival in Norway in 2024 [https://www.wonderfulworld.no/] discussing the environmental, economic, and geopolitical implications of extracting minerals from the ocean floor. Marine Scientists, a documentary filmmaker, mining industry officials debate the need for and consequences from extracting rare earth minerals for renewable energy technologies. Discover the unknowns of the deep sea, the ethical considerations, and the potential impact on future generations. Join us as we explore whether the pursuit of these resources is truly necessary and the role of storytelling in shaping our understanding of the ocean's mysteries. We start with an introduction by panel moderator, Anders Dunker. Next are excerpts from a TED Talk by Sandor Mulsow, Marine Geologist from Chile. Also included is the trailer of the documentary film DEEP Rising, which he is featured in. Sandor Mulsow TED Talk https://youtu.be/tIg1M0b43jQ?si=_SWZ6pZs-S9lSNA1 Then we feature excerpts from the panel, that can be listened to in its entirety here… The Deep Sea and the Mining Business: https://youtu.be/qPm1HdyvYaM?si=nw6sSrWN_8DP0A_Y For an extended interview and other benefits, become an EcoJustice Radio patron at https://www.patreon.com/ecojusticeradio Resources/Articles: Anders Dunker [https://www.andersdunker.com/] is a Norwegian writer and philosophical journalist based in Los Angeles and an associate professor at Oslo International School of Philosophy. In contributions across a range of publications, including Le Monde Diplomatique, Ny Tid, and the Los Angeles Review of Books, he writes about nature, technology, social change, and the planetary future. He is the editor of the book series 'Futurum' at Existenz Forlag and a regular contributor and board member in the Norwegian Writers' Climate Campaign, as well as a collaborator in Technophany – A Journal of Philosophy and Technology. In 2019, he published Rediscovering Earth (Spartacus and O/R books). In 2022, his collection of essays, Thinking on the Planet, was published by Existenz Publishers. Unknown Territory is his third book. Sandor Mulsow, Marine Geologist, long-time member of the International Seabed Authority, the UN's own body for safeguarding the health of the oceans. He is a professor at Universidad Austral de Chile, and was featured in the documentary film DEEP RISING. [https://www.linkedin.com/in/sandor-mulsow-b98a2214/?originalSubdomain=cl] Other Members of the panel Matthieu Rytz, filmmaker, visual anthropologist, director of the documentary DEEP RISING [https://www.deeprising.com/] Kaja Lønne Fjærtoft, marine biologist and Global Head of Policy at Deep Sea Mining at WWF Norway Øystein Bruncell Larsen - COO Loke Marine Minerals of Norway Rune Høyvik Rosnes, Seabed Intervention technologist, economist and business developer, Deep C Jack Eidt is an urban planner, environmental journalist, and climate organizer, as well as award-winning fiction writer. He is Co-Founder of SoCal 350 Climate Action and Executive Producer of EcoJustice Radio. He writes a column on PBS SoCal called High & Dry [https://www.pbssocal.org/people/high-dry]. He is also Founder and Publisher of WilderUtopia [https://wilderutopia.com], a website dedicated to the question of Earth sustainability, finding society-level solutions to environmental, community, economic, transportation and energy needs. Podcast Website: http://ecojusticeradio.org/ Podcast Blog: https://www.wilderutopia.com/category/ecojustice-radio/ Support the Podcast: Patreon https://www.patreon.com/ecojusticeradio PayPal https://www.paypal.com/donate/?hosted_button_id=LBGXTRM292TFC&source=url Executive Producer and Host: Jack Eidt Engineer and Original Music: Blake Quake Beats Episode 239

Career Sessions, Career Lessons
The Creator Economy, Portfolio Careers, And Candles, With Kudzi Chikumbu

Career Sessions, Career Lessons

Play Episode Listen Later Jul 7, 2025 46:04


The creator economy is rewriting the rules of modern work, blending passion with purpose in a way that reshapes how we think about careers. In this inspiring conversation, Kudzi Chikumbu—former Global Head of Creator Marketing at TikTok, fragrance entrepreneur behind Sir Candle Man, and venture advisor—opens up about his unconventional path from accounting to executive leadership, and how he's building a multi-hyphenate career with intention. From AI's role in creativity to the emotional dynamics of leadership, Kudzi shares what it really means to thrive in the creator economy without losing your authentic self.Check out the full series of Career Sessions, Career Lessons podcasts here or visit pathwise.io/podcast/. A full written transcript of this episode is also available at https://pathwise.io/podcasts/kudzi-chikumbu.Become a PathWise member today! Join at https://pathwise.io/join-now/

GreenBook Podcast
150 - What Makes IKEA's Insights Team a Strategic Powerhouse?

GreenBook Podcast

Play Episode Listen Later Jul 7, 2025 45:23


In this episode of the Greenbook Podcast, host Karen Lynch speaks with Joel Renkema, Global Head of Insights at Inter IKEA Group. From foundational lessons at Procter & Gamble to shaping strategy at one of the world's most iconic retail brands, Joel shares how IKEA integrates insights across its entire value chain—from supply and logistics to retail and communication. The conversation covers the power of ethnographic research, IKEA's unique approach to segmentation and innovation, and how foresight planning informs sustainable, long-term strategies. Joel also discusses how empathy, immersion, and activation are essential for future-proofing insights teams and keeping research human in an AI-driven world.Key Discussion Points:Joel's career journey from P&G to Inter IKEA and what he learned at each stopHow IKEA uses ethnographic research and employee-led home visits to fuel innovationA reframing of segmentation—designing for life stages and universal needs rather than narrow targetsThe strategic role of foresight in planning for climate, mobility, and urbanizationWhy empathy and business immersion matter more than perfect data in impactful insights workResources & Links:Inter IKEA GroupIKEA Life at Home ReportYou can reach out to Joel Renkema on LinkedIn.Many thanks to Joel Renkema for being our guest. Thanks also to our production team and our editor at Big Bad Audio.

LGIM Talks
371: Our Midyear Global Outlook – The CIO call

LGIM Talks

Play Episode Listen Later Jul 4, 2025 41:59


We recorded this special episode to mark the publication of our midyear global outlook, which offers key views across public and private markets after a particularly eventful first six months of 2025. Topics covered include: Long-term implications from the tariffs-related volatility spike How our AFI team in Chicago is navigating policy uncertainty The approach taken by our Multi-Asset team to USD assets The outlook for private market assets – and their role in portfolios Addressing concentration risk within index and ETF strategies During the episode, Sonja Laud, our Global CIO, was joined by:   Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy, Asset Management, America Christopher Jeffery, Head of Macro Strategy David Barron, Global Head of Index and ETFs Rob Martin, Global Head of Investment Strategy & Research, Private Markets The speakers also offer non-consensus market views for the next six months – and share what they are planning to read and watch over the summer. The podcast was recorded on 3 July and was moderated by Max Julius, Head of Content. For professional investors only. Capital at risk.

The Bid
226: 2025 Midyear Outlook: How investors Can Get A Grip on Economic Uncertainty

The Bid

Play Episode Listen Later Jul 3, 2025 20:32


So far, 2025 has been a year of sharp policy shifts and heightened macroeconomic uncertainty. With volatility becoming the new normal, how can investors stay grounded? In this episode of The Bid, host Oscar Pulido welcomes back Glenn Purves, Global Head of Macro at the BlackRock Investment Institute, to break down the firm's 2025 Midyear Outlook.They explore why the long-term economic picture has become less predictable, how mega forces like AI and geopolitical fragmentation are reshaping global economic markets, and what “investing in the here and now” really means. From the role of private capital in funding infrastructure and energy to the balance between strategic and tactical asset allocation, Glenn shares how investors can find opportunity amid uncertainty in the economy—and what risks investors should watch for in the second half of the year.Sources: 2025 Midyear Outlook, BlackRock Investment InstituteKey moments in this episode:00:00 Introduction to 2025 Market Volatility01:55 Introducing the Investment Midyear Outlook02:46 Geopolitical Fragmentation and Mega Forces03:48 3 Investment Themes In 202505:10 Navigating Uncertainty and Risk08:47 The Role of AI and Energy in Investments13:19 Geopolitical Landscape and Trade Policies16:49 Conclusion and Key Takeaways19:30 Summer Series on The Bid

The Actionable Futurist® Podcast
S7 Episode 5: Agentic AI: The Next Frontier in FinTech with Shannon Scott SVP & Global Head of Product at Airwallex

The Actionable Futurist® Podcast

Play Episode Listen Later Jul 3, 2025 37:49 Transcription Available


In this episode of Digitally Curious, host Andrew Grill, renowned futurist and author, sits down with Shannon Scott, Senior Vice President and Global Head of Product at Airwallex, one of the world's fastest-growing FinTech innovators.Key Topics Covered:Shannon's Journey:From rural Victoria to leading global product strategy at Airwallex, Shannon shares how his background in computer science and mechatronic engineering shapes his approach to building next-generation financial products.Engineering Mindset in Product Leadership:Discover how thinking from first principles and understanding technology “under the hood” enables Airwallex to deliver seamless, global financial services and challenge industry assumptions.AI's Transformative Role in Financial Services:Explore how AI is not just automating traditional tasks like fraud detection and compliance, but fundamentally transforming business workflows, onboarding, and financial operations — turning hours of manual work into minutes.Agentic AI Explained:Shannon demystifies agentic AI, describing how autonomous AI agents can handle complex, multi-step financial processes, from vendor onboarding to payment reconciliation, and what this means for both large and small businesses.Trust, Explainability & Regulation:The episode delves into the importance of maintaining trust and explainability in AI-driven finance, the role of human feedback, and why robust regulation gives financial services a head start in adopting AI responsibly.Data as a Strategic Asset:Learn why proprietary, high-quality data is the new competitive edge in the AI era, and how modular, adaptable data infrastructure is critical for future-proofing financial services.The Future of Decision-Making:Andrew and Shannon discuss the evolution of AI from an operational tool to a strategic decision partner, capable of suggesting best practices, optimising approval flows, and proactively managing risk.Actionable Insights:Shannon shares three practical steps for listeners to better understand and leverage agentic AI in finance:Embrace podcasts and diverse learning sourcesExperiment with new AI tools and servicesContinuously question and seek better ways of workingResourcesAirwallex WebsiteShannon on LinkedInThanks for listening to Digitally Curious. You can buy the book that showcases these episodes at curious.click/orderYour Host is Actionable Futurist® Andrew GrillFor more on Andrew - what he speaks about and recent talks, please visit ActionableFuturist.com Andrew's Social ChannelsAndrew on LinkedIn@AndrewGrill on Twitter @Andrew.Grill on InstagramKeynote speeches hereOrder Digitally Curious

Hiring On All Cylinders
Special Episode: LIVE from the HIGHER Altitude Summit, San Francisco

Hiring On All Cylinders

Play Episode Listen Later Jul 3, 2025 32:59


Recorded live in San Francisco at the HIGHER Altitude Summit, this special episode of Hiring on Cylinders brings the summit's biggest themes to life — from tech-enabled TA and global delivery to AI fluency and what it really takes to be a next-gen TA leader.Hosts Kathryne Friend (VP Community, EMEA @ HIGHER) and Matt Staney (VP Community, USA @ HIGHER) are joined by four world-class TA leaders:James Footman, Recruiting Leader at WizKaren Arnold, Global VP of Talent at AutomatticTracy St.Dic, Global Head of Talent at ZapierAnastasia Pshegodskaya, Director of TA at RemoteTogether, they reflect on how talent leaders are adapting to scale, speed, and complexity—sharing practical insights on distributed hiring, tech implementation, and evolving the role of TA as a true business driver. Missed the summit or want a front-row recap? This episode offers a glimpse into the day's most impactful conversations and themes.

ServiceNow Podcasts
ServiceNow University and Jayney Howson - Unlocking Talent Transformation

ServiceNow Podcasts

Play Episode Listen Later Jul 2, 2025 17:38


ServiceNow University and Jayney Howson - Unlocking Talent Transformation In this episode of the podcast, host Bobby Brill interviews Jayney Howson, Senior Vice President, Global Head of Learning and Development at ServiceNow. They delve into the exciting world of ServiceNow University, a platform dedicated to talent transformation through innovative learning and development strategies. Jayney shares her journey from marketing to tech sales leadership and how she is now driving change in corporate learning to ensure equal opportunities for all. They also discuss the importance of reskilling for the future job market and the unique, personalized approach of ServiceNow University, which leverages AI to provide a gamified, engaging, and effective learning experience. Check out ServiceNow University - https://www.servicenow.com/university/training-and-certification.html Guest - Jayney Howson Senior Vice President, Global Head of Learning and DevelopmentHost - Bobby Brill 00:00 Introduction and Guest Welcome 00:25 Jayney's Career Journey 02:35 The Concept of Learning Enablement 04:02 The Importance of Reskilling 08:14 ServiceNow University Overview 13:54 Future of Learning at ServiceNow 16:47 Conclusion and Final Thoughts ServiceNow Training and Certification: http://www.servicenow.com/services/training-and-certification.html ServiceNow Community: https://community.servicenow.com/community For general information about ServiceNow, visit: http://www.servicenow.comSee omnystudio.com/listener for privacy information.

ServiceNow TechBytes
ServiceNow University and Jayney Howson - Unlocking Talent Transformation

ServiceNow TechBytes

Play Episode Listen Later Jul 2, 2025 17:38


ServiceNow University and Jayney Howson - Unlocking Talent Transformation In this episode of the podcast, host Bobby Brill interviews Jayney Howson, Senior Vice President, Global Head of Learning and Development at ServiceNow. They delve into the exciting world of ServiceNow University, a platform dedicated to talent transformation through innovative learning and development strategies. Jayney shares her journey from marketing to tech sales leadership and how she is now driving change in corporate learning to ensure equal opportunities for all. They also discuss the importance of reskilling for the future job market and the unique, personalized approach of ServiceNow University, which leverages AI to provide a gamified, engaging, and effective learning experience. Check out ServiceNow University - https://www.servicenow.com/university/training-and-certification.html Guest - Jayney Howson Senior Vice President, Global Head of Learning and DevelopmentHost - Bobby Brill 00:00 Introduction and Guest Welcome 00:25 Jayney's Career Journey 02:35 The Concept of Learning Enablement 04:02 The Importance of Reskilling 08:14 ServiceNow University Overview 13:54 Future of Learning at ServiceNow 16:47 Conclusion and Final Thoughts ServiceNow Training and Certification: http://www.servicenow.com/services/training-and-certification.html ServiceNow Community: https://community.servicenow.com/community For general information about ServiceNow, visit: http://www.servicenow.comSee omnystudio.com/listener for privacy information.

TRM Talks
EP. 87 | Inside Japan's Crypto Framework: A Conversation with JFSA's Ryosuke Ushida

TRM Talks

Play Episode Listen Later Jul 2, 2025 31:13


What does effective crypto regulation look like in practice? Ryosuke Ushida, Chief FinTech Officer, Financial Services Agency of Japan (JFSA) joins Ari Redbord, Global Head of Policy at TRM Lab to discuss how Japan became a global leader in regulating digital assets — and what the rest of the world can learn.From the collapse of Mt. Gox to the containment of FTX's fallout, Japan's regulatory evolution offers key lessons in striking the balance between innovation and investor protection. Ryosuke shares how his journey from engineer to international policymaker shaped his pragmatic approach to crypto, DeFi, stablecoins, and AI.In this wide-ranging episode you will hear about:Why Japan's crypto users recovered funds faster post-FTXJapan's leadership at the FATFRegulating stablecoins, virtual asset markets and mitigating and cyber threatsHow AI can transform financial regulationWhether you're a policymaker, VASP, or crypto builder, this conversation reveals the frameworks and foresight guiding one of the world's most mature digital asset regulators.

The Compound Show with Downtown Josh Brown
Vanguard's Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Jul 1, 2025 121:56


On this TCAF Tuesday, Josh Brown sits down with Joe Davis, Vanguard's Global Chief Economist and Global Head of the Investment Strategy Group to discuss Vanguard's 50th anniversary, Joe's new book, AI, megatrends, inflation, and more! Then at 48:48, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ and ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ including a special appearance by IPO expert Aaron Dillon! This episode is sponsored by Public and Rocket Money. Fund your account in five minutes or less by visiting: https://public.com/WAYT⁠ Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Visit: https://rocketmoney.com/compound   Sign up for ⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠ Public disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 6/24/25. APY is variable and subject to change. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Tearsheet Podcast: The Business of Finance
Meet the AI lending officer: How algorithms are taking over credit decisions

Tearsheet Podcast: The Business of Finance

Play Episode Listen Later Jul 1, 2025 34:32


The traditional lending officer is facing their biggest disruption in decades. Gen AI is oozing into financial services quickly and deeply enough that it's already impacting how we evaluate credit risk and make lending decisions. This tension between human judgment and algorithmic precision is the latest focus in our ongoing AI series exploring how artificial intelligence is transforming financial services. Joining us are Jonathan Kolozsvary, Global Head of Small Business at Visa, who brings insights on how transaction data can unlock lending opportunities that traditional credit models miss. And Patrick Reily, co-founder of Uplinq and Malcolm Baldrige Award recipient, whose AI predictive models are already being used by the Federal Reserve. Together, they tackle a critical question: Are we witnessing the evolution of the lending officer, or are we approaching a future where algorithms handle what humans have done for generations? The answer will shape the future of lending and the broader relationship between technology and trust in financial services.

Beyond the Box
The New Normal: Building Resilient Supply Chains in a World of Constant Disruption

Beyond the Box

Play Episode Listen Later Jul 1, 2025 28:58


In today's fast-changing world, disruption is no longer the exception - it's the environment we operate in. But with the right strategies, tools, and mindset, supply chains can do more than survive - they can operate, grow, and thrive.In this episode of Beyond The Box, we're joined by:

Flirting with Models
Benjamin Hoff – Commodity Futures Surfaces and the Cash-and-Carry Glue (S7E17)

Flirting with Models

Play Episode Listen Later Jun 30, 2025 71:04


My guest this episode is Benjamin Hoff, Global Head of Commodity Strategy and Research at Société Générale.Ben started his career in rates before making the jump to commodities, and that lens—shaped by curve arbitrage, convexity, and carry—colors everything he does. In this conversation, we explore how commodities differ fundamentally from other asset classes: the importance of cash-and-carry economics, the sparse information cadence that rewards technical models, and the physical realities that challenge purely quantitative approaches.We also dive into Ben's more recent work on the geometry of the futures surface, how convexity and skewness may be misunderstood, and why tools like Lévy area might help uncover non-linear structure in the data.Whether you're deep in the weeds of term structure trading or just curious about how to systematize chaos in barrels and bushels, this is a conversation you won't want to miss.

Fearless Thinkers
The new era of coaching is here

Fearless Thinkers

Play Episode Listen Later Jun 30, 2025 27:41


Coaching is no longer just for executives behind closed doors. It's now a personalized, tech-enabled lever for scaling leadership development across the enterprise. In this episode, Christine Tao, co-founder of Sounding Board, and Katrin Mulford, SVP and Global Head of Coaching at BTS, dive into what's changed—and what's possible. From navigating uncertainty to building mindset shifts that stick, they explore how modern coaching is accelerating readiness, driving retention, and evolving through AI.

No Cap by CRE Daily
Why Principal's $100B Real Estate Strategist Is Bullish on Office While Others Panic

No Cap by CRE Daily

Play Episode Listen Later Jun 29, 2025 52:23


Season 3, Episode 4: Rich Hill, Global Head of Real Estate Strategy at Principal Asset Management, joins the show for a candid deep dive into the state of CRE in 2025, from CMBS and construction lending to the hype around AI data centers. With over $100B in real estate under management, Rich explains why office isn't dead, where multifamily pricing is off, and how investors are recalibrating their return expectations. We discuss: – Why debt is suddenly back in favor – What's fueling (and threatening) the data center boom – Where office sentiment is quietly shifting – The truth behind the “housing shortage” narrative Rich brings clarity to the chaos, offering a rare look at how one of the industry's largest real estate platforms is navigating 2025. TOPICS 00:00 – Intro & Birthday Surprise 03:00 – Rich's Career Path + Joining Principal 06:00 – How Principal Allocates Capital in Today's Market 10:30 – Debt, Construction Lending, and CMBS Strategy 15:40 – Data Centers, AI Demand, and Market Caution 22:30 – Office Outlook and Why Originations Are Ticking Up 28:00 – Living Strategies, Seniors Housing, and Multifamily Mispricing 33:50 – US vs. Europe: Capital Sentiment and Cross-Border Strategy 39:20 – Tariffs, Onshoring, and Resilient Cash Flows 43:00 – Return Expectations for CRE in 2025 and Beyond 47:00 – Final Thoughts on Alternatives and Outlook Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Thoughts on the Market
Why the Fed Will Cut Late, But Cut More

Thoughts on the Market

Play Episode Listen Later Jun 26, 2025 11:14


Our Global Head of Macro Strategy Matt Hornbach and U.S. Economist Michael Gapen assess the Fed's path forward in light of inflation and a weaker economy, and the likely market outcomes.Read more insights from Morgan Stanley.----- Transcript -----Matt Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist. Matt Hornbach: Today we're discussing the outcome of the June Federal Open Market Committee meeting and our expectations for rates, inflation, and the U.S. dollar from here. It's Thursday, June 26th at 10am in New York. Matt Hornbach: Mike, the Federal Reserve decided to hold the federal funds rate steady, remaining within its target range of 4.25 to 4.5 percent. It still anticipates two rate cuts by the end of 2025; but participants adjusted their projections further out suggesting fewer cuts in 2026 and 2027. You, on the other hand, continue to think the Fed will stay on hold for the rest of this year, with a lot of cuts to follow in 2026. What specifically is behind your view, and are there any underappreciated dynamics here? Michael Gapen: So, we've been highlighting three reasons why we think the Fed will cut late but cut more. The first is tariffs introduce differential timing effects on the economy. They tend to push inflation higher in the near term and they weaken consumer spending with a lag. If tariffs act as a tax on consumption, that tax is applied by pushing prices higher – and then only subsequently do consumers spend less because they have less real income to spend. So, we think the Fed will be seeing more inflation first before it sees the weaker labor market later. The second part of our story is immigration. Immigration controls mean it's likely to be much harder to push the unemployment rate higher. That's because when we go from about 3 million immigrants per year down to about 300,000 – that means much lower growth in the labor force. So even if the economy does slow and labor demand moderates, the unemployment rate is likely to remain low. So again, that's similar to the tariff story where the Fed's likely to see more inflation now before it sees a weaker labor market later. And third, we don't really expect a big impulse from fiscal policy. The bill that's passed the house and is sitting in the Senate, we'll see where that ultimately ends up. But the details that we have in hand today about those bills don't lead us to believe that we'll have a big impulse or a big boost to growth from fiscal policy next year. So, in total the Fed will see a lot of inflation in the near term and a weaker economy as we move into 2026. So, the Fed will be waiting to ensure that that inflation impulse is indeed transitory, but a Fed that cuts late will ultimately end up cutting more. So we don't have rate hikes this year, Matt, as you noted. But we do have 175 basis points in rate cuts next year. Matt Hornbach: So, Mike, looking through the transcript of the press conference, the word tariffs was used almost 30 times. What does the Fed's messaging say to you about its expectations around tariffs? Michael Gapen: Yeah, so it does look like in this meeting, participants did take a stand that tariffs were going to be higher, and they likely proceeded under the assumption of about a 14 percent effective tariff rate. So, I think you can see three imprints that tariffs have on their forecast.First, they're saying that inflation moves higher, and in the press conference Powell said explicitly that the Fed thinks inflation will be moving higher over the summer months. And they revised their headline and core PCE forecast higher to about 3 percent and 3.1 percent – significant upward revisions from where they had things earlier in the year in March before tariffs became clear. The second component here is the Fed thinks any inflation story will be transitory. Famous last words, of course. But the Fed forecast that inflation will fall back towards the 2 percent target in 2026 and 2027; so near-term impulse that fades over time. And third, the Fed sees tariffs as slowing economic growth. The Fed revised lower its outlook for growth in real GDP this year. So, in some [way], by incorporating tariffs and putting such a significant imprint on the forecast, the Fed's outlook has actually moved more in the direction of our own forecast. Matt Hornbach: I'd like to stay on the topic of geopolitics. In contrast to the word tariffs, the words Middle East only was mentioned three times during the press conference. With the weekend events there, investor concerns are growing about a spike in oil prices. How do you think the Fed will think about any supply-driven rise in energy, commodity prices here? Michael Gapen: Yeah, I think the Fed will view this as another element that suggests slower growth and stickier inflation. I think it will reinforce the Fed's view of what tariffs and immigration controls do to the outlook. Because historically when we look at shocks to oil prices in the U.S.; if you get about a 10 percent rise in oil prices from here, like another $10 increase in oil prices; history would suggest that will move headline inflation higher because it gets passed directly into retail gasoline prices. So maybe a 30 to 40 basis point increase in a year-on-year rate of inflation. But the evidence also suggests very limited second round effects, and almost no change in core inflation. So, you get a boost to headline inflation, but no persistence elements – very similar to what the Fed thinks tariffs will do. And of course, the higher cost of gasoline will eat into consumer purchasing power. So, on that, I think it's another force that suggests a slower growth, stickier inflation outlook is likely to prevail.Okay Matt, you've had me on the hot seat. Now it's your turn. How do you think about the market pricing of the Fed's policy path from here? It certainly seems to conflict with how I'm thinking about the most likely path. Matt Hornbach: So, when we look at market prices, we have to remember that they are representing an average path across all various paths that different investors might think are more likely than not. So, the market price today, has about 100 basis points of cuts by the end of 2026. That contrasts both with your path in terms of magnitude. You are forecasting 175 basis points of rate cuts; the market is only pricing in 100. But also, the market pricing contrasts with your policy path in that the market does have some rate cuts in the price for this year, whereas your most likely path does not. So that's how I look at the market price. You know, the question then becomes, where does it go to from here? And that's something that we ultimately are incorporating into our forecasts for the level of Treasury yields. Michael Gapen: Right. So, turning to that, so moving a little further out the curve into those longer dated Treasury yields. What do you think about those? Your forecast suggests lower yields over the next year and a half. When do you think that process starts to play out? Matt Hornbach: So, in our projections, we have Treasury yields moving lower, really beginning in the fourth quarter of this year. And that is to align with the timing of when you see the Fed beginning to lower rates, which is in the first quarter of next year. So, market prices tend to get ahead of different policy actions, and we expect that to remain the case this year as well. As we approach the end of the year, we are expecting Treasury yields to begin falling more precipitously than they have over recent months. But what are the risks around that projection? In our view, the risks are that this process starts earlier rather than later. In other words, where we have most conviction in our projections is in the direction of travel for Treasury yields as opposed to the timing of exactly when they begin to fall. So, we are recommending that investors begin gearing up for lower Treasury yields even today. But in our projections, you'll see our numbers really begin to fall in the fourth quarter of the year, such that the 10-year Treasury yield ends this year around 4 percent, and it ends 2026 closer to 3 percent. Michael Gapen: And these days it's really impossible to talk about movements in Treasury yields without thinking about the U.S. dollar. So how are you thinking about the dollar amidst the conflict in the Middle East and your outlook for Treasury yields? Matt Hornbach: So, we are projecting the U.S. dollar will depreciate another 10 percent over the next 12 to 18 months. That's coming on the back of a pretty dramatic decline in the value of the dollar in the first six months of this year, where it also declined by about 10 percent in terms of its value against other currencies. So, we are expecting a continued depreciation, and the conflict in the Middle East and what it may end up doing to the energy complex is a key risk to our view that the dollar will continue to depreciate, if we end up seeing a dramatic rise in crude oil prices. That rise would end up benefiting countries, and the currencies of those countries who are net exporters of oil; and may end up hurting the countries and the currencies of the countries that are net importers of oil. The good news is that the United States doesn't really import a lot of oil these days, but neither is it a large net exporter either.So, the U.S. in some sense turns out to be a bit of a neutral party in this particular issue. But if we see a rise in energy prices that could benefit other currencies more than it benefits the U.S. dollar. And therefore, we could see a temporary reprieve in the dollar's depreciation, which would then push our forecast perhaps a little bit further into the future. So, with that, Mike, thanks for taking the time to talk. Michael Gapen: It's great speaking with you, Matt. Matt Hornbach: And thanks for listening. 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.

The CMO Podcast
The Creator Economy Roundtable with Brandon B, Kim Larson (YouTube) and Kenny Gold (Deloitte Digital)

The CMO Podcast

Play Episode Listen Later Jun 25, 2025 40:37


We had a whirlwind five days in Cannes last week, bringing you our first of many live, in-person episodes recorded as part of the Cannes Lions Festival. And to kick it off, Jim is diving into a topic that was a part of many conversations in the south of France…the Creator Economy. Creators and the space they've forged have become one of most transformative forces in marketing. It's reshaping how brands connect with people, how content is made and consumed, and how influence is earned. Joining Jim are three guests who know this world very well: Brandon B, Creator and Founder of StudioBKim Larson, the Global Head of YouTube CreatorsKenny Gold, the Managing Director, Head of Social, Content and Influencer for Deloitte DigitalWe're going to talk strategy, authenticity, audience building, and where this entire ecosystem is headed. With a little advice sprinkled in! So, tune in as we come to you live from the Deloitte Apartment at Cannes Lions!---This week's episode is brought to you by Deloitte.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
How do we adapt to a warming world?

The Energy Gang

Play Episode Listen Later Jun 18, 2025 66:10


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.

On The Tape
Dan Ives: Apple's Make or Break AI Moment

On The Tape

Play Episode Listen Later Jun 17, 2025 47:30


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