Podcasts about global markets

Financial services between nations

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Best podcasts about global markets

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Latest podcast episodes about global markets

The John Batchelor Show
S8 Ep149: 4/8. The Second Eurasian Invasion: Herding Culture, Wolves, and the Birth of the Global Market Economy — Dan Flores — European colonists expressed astonishment regarding the extraordinary abundance of American wildlife following the catastro

The John Batchelor Show

Play Episode Listen Later Dec 1, 2025 8:19


4/8. The Second Eurasian Invasion: Herding Culture, Wolves, and the Birth of the Global Market Economy — Dan Flores — European colonists expressed astonishment regarding the extraordinary abundance of American wildlife following the catastrophic population decline of Native American societies. Flores explains that European settlers possessed a distinctive herding culture and ideology of human exceptionalism—the conviction that animals lack souls and exist solely as human resources. Flores documents that colonists immediately targeted apex predators, particularly wolves, for systematic elimination. Flores argues that this predator-eradication philosophy, combined with the emergence of the global market economy and Adam Smith's ideas of rational self-interest, transformed wild animals into commodities, exemplified by the systematic fur trade targeting beaver populations.

The Retirement Wisdom Podcast
Coming of Age in Retirement – Tom Marks

The Retirement Wisdom Podcast

Play Episode Listen Later Dec 1, 2025 27:16


Don’t retire. Redesign. Join our small group program beginning in January. Learn more. ___________________________ Will your retirement life look like the glossy images you see in the brochures? Wise up. There’s a real transition that happens when the paychecks stop and you move into your new life. But here’s the thing: it presents an opportunity for rewarding personal growth, or even transformation, that may not be apparent to you at first. Tom Marks spent decades defining himself by his profession and then faced such a transition when he stepped away. Tom shares his journey from being a high-pressure boss to finding his ‘path of happiness.’ We discuss the danger of the ‘hedonic treadmill,’ the specific mistakes to avoid in your transition to retirement, and why at this stage of life, we are all entitled to a ‘satchel of do-overs.’ Tom Marks joins us from Arizona. ________________________ Bio Tom Marks survived 48 years in the advertising business and has lived to write about it. He has won the American Advertising Awards more than sixty-five times for his writing, including TV commercials, print ads, and magazine and newspaper articles. He spent many years on the professional speakers circuit and apparently survived that, too. His thought leadership workshops for Fortune 500 companies, as well as for small and medium-sized businesses, have brought him national acclaim, and his love of the original thought leaders, Socrates, his star-student, Plato, and Plato’s ace student, Aristotle has made Tom a favorite among CEOs across the US who want to learn about corporate ethics and its origins. Tom’s new book is Coming of Age in Retirement: An Advertising Executive’s Story of Revelation and Enlightenment, also a national bestseller. Tom has won the Gold Medal for Best Nonfiction Book from the Nonfiction Writers Association, three International Impact Book Awards, the POTY Award, two Literary Titan Awards, the Reader Views Award, and two American Book Fest Awards. ___________________________ For More on Tom Marks Coming of Age in Retirement: An Advertising Executive’s Story of Revelation and Enlightenment The Peaceful Retiree ____________________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile The Good Life – Marc Schulz, PhD Make Your Next Years Your Best Years – Harry Agress, MD _____________________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or send me an email at joec@retirementwisdom.com _____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________________ Wise Quotes On the Identity Crisis in Retirement “Who are we after we are once who we were? And so I had to let go of that stuff. I had to let go of working with these people… But I let go of the things I really like to do, which was write and direct TV commercials… But that was probably the hardest thing to let go. And I still find myself, Joe, thinking about that, those days.” On “The Do-Over” “We are entitled to the satchel of do-overs, but we are not entitled to a do-over of a do-over. We can make the mistake and we shouldn’t be hard on ourselves, but we’ve got to move past it.” On Miserable Retirees “I tried to understand why people would be so unhappy and actually miserable in retirement. And it wasn’t that they woke up on the wrong side of the bed. They woke up on the wrong side of life.” On the Danger of Possessions “Most of that stuff are possessions. But, you know, they accumulate and they just become baggage. And there is so much research that tells us that as much as we chase this stuff, it doesn’t define happiness because the goalposts just move further and further away.”

TD Ameritrade Network
U.S. & Global Markets Balancing Interest Rate, FOMC Expectations

TD Ameritrade Network

Play Episode Listen Later Dec 1, 2025 5:36


Charles Schwab's Cooper Howard points part of the risk-off sentiment Monday morning to the interest rate clash between Japan and the U.S. Global markets attempt to price in a rate hike from the former and a cut from the latter. As for expectations on the next Fed Chair, Cooper sees a longer higher-term yield if the next head cuts rates more aggressively. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Dantes Outlook Market Podcast
Investing Through Global Market Cycles

Dantes Outlook Market Podcast

Play Episode Listen Later Nov 30, 2025 4:02


Key TopicsThe cyclicality of trend, value, momentum, and other stylesWhy Dantes Outlook blends trend, relative strength, and dispersionManaging risk during the crucial mid-30s to 40s accumulation yearsSequence-of-returns risk and why it is the “silent killer” of retirement portfoliosHow rolling return analysis helps investors avoid misleading conclusionsThe case for global diversification beyond U.S.-centric portfoliosWhy non-U.S. equities may be entering a long-term leadership cycleMaintaining a risk mandate you can stick with across market regimesVisit us at www.dantesoutlook.com

The EY Sustainability Matters podcast
What working in sustainability looks like in today's global market

The EY Sustainability Matters podcast

Play Episode Listen Later Nov 27, 2025 38:47


In this episode of the EY Sustainability Matters podcast, listeners will explore what it means to work in sustainability by hearing from three unique perspectives: Janine Osborne, CEO of Sustainable Seas Trust and marine conservation advocate; Alice Ashpitel, Sustainability Lead at Mercedes AMG Petronas Formula 1 Team; and Benjamin Okpara, Senior Consultant in EY Climate Change and Sustainability Services. Together, they reveal how sustainability for them is more than a job - it's a mission that spans advocacy, business innovation and advisory work. Listeners will hear how Janine drives systemic change across Africa's blue economy, how Alice embeds sustainability in the fast-paced world of Formula 1 and how Ben helps organizations navigate complex environmental challenges. The episode delves into the realities of the field: balancing ambition with practical constraints, the importance of collaboration, and the personal motivations and experiences that keep these leaders moving forward. A career in sustainability can mean aligning personal purpose with professional action across advocacy, business and advisory roles. Resilience and adaptability are crucial skills for overcoming challenges and achieving long-term impact in the sustainability field. @2025 Ernst & Young LLP

Hub Dialogues
How much LNG would Canada need to be a real player on the global market?

Hub Dialogues

Play Episode Listen Later Nov 25, 2025 23:25


Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.   0:18 - How much LNG would Canada need to be a real player on the global market?, by Peter Tertzakian   7:39 - There is no room for pacifists in the culture wars, by Howard Anglin   17:20 - Federal spending on Old Age Security will outpace child care, housing, and postsecondary education combined, by Graeme Gordon   This program is narrated by automated voices. To get full-length editions of popular Hub podcasts and other great perks, subscribe to the Hub for only $2 a week: https://thehub.ca/join/hero/   Subscribe to The Hub's podcast feed to get all our best content: https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Watch The Hub on YouTube: https://www.youtube.com/@TheHubCanada Get a FREE 3-month trial membership for our premium podcast content: https://thehub.ca/free-trial/ The Hub on X: https://x.com/thehubcanada?lang=en   CREDITS: Alisha Rao – Producer & Sound Editor   To contact us, sign up for updates, and access transcripts, email support@thehub.ca

WSJ Tech News Briefing
TNB Tech Minute: Global Markets Rise Despite AI Bubble Fears

WSJ Tech News Briefing

Play Episode Listen Later Nov 24, 2025 2:27


Plus: Tech investor Prosus posts higher profit. And AI bonds add to pressure on the markets. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

fear bubbles global markets julie chang tech minute
The Retirement Wisdom Podcast
A Guide to Thriving – Jon Rosemberg

The Retirement Wisdom Podcast

Play Episode Listen Later Nov 24, 2025 32:47


Two New Designing Your Life groups kicking off in January 2026 is coming soon. Is It Time to Design What’s Next?. Learn more and sign up today Early registration discount ends 12/15 “Now I know what I’m retiring to.” _________________________ What if everything you’ve been chasing in your full-time working years—the promotion, the bigger paycheck—hasn’t been leading you toward the life you really want? Today’s guest, Jon Rosemberg, knows this tension firsthand. After 25 years of climbing the corporate ladder and finally “making it”, he found himself in a heated Zoom call, heart racing, feeling trapped—until a moment with his kids playing Legos changed everything. Within two weeks, he left his job, went back to school, and wrote A Guide to Thriving: The Science Behind Breaking Old Patterns, Reclaiming Your Agency, and Finding Meaning, a roadmap for moving from survival mode to genuine fulfillment. In this conversation, Jon reveals the crucial difference between success and thriving, why thriving is both a choice and a skill set, why discomfort is essential for growth, and how the beliefs we carry shape every choice we make—especially as we approach retirement. If you feel stuck on the hamster wheel or are wondering what comes next, this episode offers a fresh lens on what it means to truly thrive. Are you in Survival Mode? Take Jon’s quiz Jon Rosemberg joins us from Toronto. ___________________________ Bio Jon Rosemberg empowers leaders and organizations to shift from survival mode into thriving. With 20+ years of expertise in leadership development, coaching, organizational transformation, and workplace culture, Jon combines real-world business insight with cutting-edge research to help people reclaim their agency and find meaning. Jon has successfully led high-impact initiatives at Walmart, Procter & Gamble, Indigo, and GoBolt. He holds an MBA from Cornell University, a Master of Applied Positive Psychology from the University of Pennsylvania, and advanced certifications in leadership, coaching, and complex negotiations. As CEO of Strongpoint Group and co-founder of Anther, Jon guides individuals through powerful personal transformation with clarity and confidence. Originally from Caracas, Venezuela, Jon's journey to thriving has taken him from New York and Montreal to Toronto, where he lives with his wife, Adriana, and their two sons. _____________________________ For More on Jon Rosemberg A Guide to Thriving: The Science Behind Breaking Old Patterns, Reclaiming Your Agency, and Finding Meaning Website LinkedIn ______________________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or send me an email at joec@retirementwisdom.com ______________________________ Podcast Episodes You May Like The New Happy – Stephanie Harrison Living Like You Mean It – Jodi Wellman Everyday Vitality – Dr. Samantha Boardman ________________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________________ Wise Quotes On Surviving versus Thriving “You feel like you’re putting out fires, like you’re just moving from one thing to the next. And it’s very hard to see a lot of options. So that’s a really good way to define survival mode.  Now let’s try and define what thriving is not. And I think what thriving is not is success. And we’ve often confused thriving with success. I would say success is often measured by money, status, and power. These are three things that we’re all very familiar with, especially because we live in a system that it’s meant to help us be successful. I’m sure many of your listeners experience most of their lives trying to accomplish these extrinsic motivators that are the success motivators, money, power, and status. Thriving on the other hand is a little bit different. Thriving is about agency, meaning, and connection. And when I mean connection, I mean human connection, connecting with other people. Those are kind of like the three big intrinsic motivators of thriving.” On Agency “Agency is a skill. It’s not an innate thing that we’re born with. It’s something that we develop. It’s like going to the gym, like doing strength training to get more muscles. Agency is also a developed skill. And as I went deep into the research, I found three things that kept coming up and I synthesized them in an acronym, which is AIR, A-I-R, which stands for Awareness, Inquiry, and Reframing.” On Negativity – and Hope “We find ourselves today, because we’re surrounded by so much negative information and constantly bombarded by negative information, we tend to our negativity bias, which is this kind of survival mechanism. And by the way, every second we’re exposed to about 10 million, between 10 million and a hundred million stimuli. Every second we’re exposed, and only about 10 to 50 of those make it into our conscious awareness. And of those 10 to 50, not 10 or 10 to 50,000, just 10 to 50 of those bits of information actually make it into our conscious awareness. And of those, the ratio is about, by some estimates, nine to one of negative to positive. So what I’m suggesting with this idea of positive prospection is hope, really. It’s this idea that if we can be hopeful about the future, then we can create that future. If we give up and there’s no hope, then it’s very difficult. If we’re in that hopeless state, which is very much correlated to survival mode, then it’s much harder to do that.”

WSJ's Take On the Week
Is It Time to Diversify Away From U.S. Stocks Into Global Markets?

WSJ's Take On the Week

Play Episode Listen Later Nov 23, 2025 30:23


In this week's episode of WSJ's Take On the Week, co-host Telis Demos and guest host Hannah Erin Lang discuss the volatility of the AI trade and how Nvidia's earnings report at least somewhat helped restore investors' faith. They analyze new signals from retailers, including those who recently reported earnings, such as Target and Walmart, about the K-shaped U.S. consumer economy and the uneven spending patterns heading into the crucial Black Friday and holiday season. The hosts also note that the recent market choppiness, which saw gold and bitcoin fall, highlights the impact of the AI trade on the broader market. Upcoming earnings from companies like Dell Technologies, which has talked about AI as a driver, and consumer-staples companies and retailers, including J.M. Smucker, Kohl's and Abercrombie & Fitch, will provide further reads on both AI and the health of the consumer. After the break, Telis talks with Luca Paolini, chief strategist at Pictet Asset Management, to discuss why U.S. investors should diversify their investment portfolios outside of their home market. They explore Pictet's theory of the “great convergence,” where non-U.S. economies like Germany, Japan and Latin American markets are expected to close the growth gap with the U.S. Paolini makes the case for why the dollar's strength is fading, a key part of the dollar debasement trade, and why the outperformance of the MSCI World Index excluding the U.S. highlights the need for a long-term diversification strategy. He also outlines specific investment opportunities in alternative assets and foreign markets. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. As we look ahead to 2026, what major economic, markets or finance question is top of mind for you? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Here's Why Stocks Gave Up Their Gains It's a Scary World, but Investing Abroad Has New Attractions Delayed Data Show Strong Hiring, but Offer Little Clarity for Fed Nvidia's Strong Results Show AI Fears Are Premature The Crypto Trades That Amplified Gains Are Now Turbocharging Losses  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Gunjan Banerji here and Telis Demos here.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Brave Dynamics: Authentic Leadership Reflections
Kristie Neo: Middle East & China Partnership Acceleration, Secret Power Corridors Reshaping Global Markets & AI Megaprojects – E646

Brave Dynamics: Authentic Leadership Reflections

Play Episode Listen Later Nov 23, 2025 59:40


Jeremy Au and Kristie Neo break down how China, the Middle East, and Southeast Asia are forming new economic corridors that reshape trade, capital movement, and technology strategy. They describe how China and the Gulf now work together at a scale that surpasses Gulf–West flows, how the UAE and Saudi Arabia use bold planning to diversify their economies, and why Western reporting still misses the magnitude of this shift. They examine how Chinese overcapacity fuels Middle Eastern mega projects, how sovereign funds on both sides deepen cross investment, and how AI, data centers, and energy abundance position the Gulf as a future compute hub. Kristie also outlines the gap between vision and execution in projects like NEOM, while Jeremy reflects on how these moves echo earlier global cycles. 00:55 Trade flows flipped direction. China Gulf commerce surpassed Gulf West trade in 2024 because Chinese overcapacity met Gulf demand for infrastructure, construction, and technology. 02:18 Media exposure hides the scale of change. Western and Chinese outlets lack global reach in covering Middle East China ties, which keeps the shift underreported. 08:56 UAE applied the Singapore playbook. Pro business policies, low tax systems, and investor friendly rules drew global hedge funds, family offices, and operators to Dubai and Abu Dhabi. 14:51 Qatar's World Cup showed the model. Gulf capital combined with Chinese labor and construction speed to complete major stadium projects on compressed timelines. 25:32 Sovereign funds deepened two way flows. Middle Eastern allocators increased exposure to Chinese assets as both sides diversified away from US denominated risk. 40:12 AI infrastructure became a national priority. Gulf governments invested heavily in data centers and chip capacity by pairing cheap energy with large land availability. 54:23 NEOM revealed ambition and friction. The 120 kilometer enclosed city concept captured Saudi Arabia's vision but faced delays that showed how difficult execution can be. Watch, listen or read the full insight at https://www.bravesea.com/blog/kristie-neo-accelerating-middle-east Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #ChinaGulfCorridor #MiddleEastTech #GlobalSouthShift #GeopoliticsAndTech #SovereignWealthFlows #AIEnergyFuture #DubaiSingaporePlaybook #ChinaOvercapacity #EmergingMarketTrends #BRAVEpodcast

Dantes Outlook Market Podcast
Balancing Global Quality and Value Stocks

Dantes Outlook Market Podcast

Play Episode Listen Later Nov 23, 2025 6:27


Key Topics CoveredWhy major equity indices sit far above trendUnderstanding rotations and style cyclesLessons from past extremes (2021, dot-com bubble, 2008–2021 growth dominance)Why valuations matter for decade-long returnsThe risks behind overspending, AI optimism, and mega-sized corporate debt dealsInsights from the Association for Corporate Growth conference in NYCInnovation vs. investor objectivity: avoiding hope-based investingHow the Dantes Outlook's framework is adjusting factor exposureWhy global value is gaining relative strengthWhy combining value + quality (“QARP”—Quality at a Reasonable Price) smooths returnsQuality as a low-volatility style that resists market drawdownsWhy shifting entirely to deep value today would be a mistakeCreating a global blend across different economic cyclesInvestor TakeawaysMarkets move in cycles—don't chase the latest swing.High valuations today imply lower long-term expected returns.A blended factor approach can avoid “value traps” and speculative bubbles.Quality + value helps build a durable core with opportunistic upside.Patience and discipline drive long-term returns—not market gamification.Best ForLong-term investorsAdvisors and CIOs refining factor exposuresListeners seeking plain-language explanations of market cyclesAnyone rethinking portfolio positioning in a late-cycle environmentVisit us at www.dantesoutlook.com

The Retirement Wisdom Podcast
Hire a Financial Advisor or DIY? – Glenn Frank

The Retirement Wisdom Podcast

Play Episode Listen Later Nov 20, 2025 19:05


Two New Designing Your Life groups kicking off in January Retirement by Design: Create a meaningful roadmap for what's next. Early registration discount ends 12/15 Limited to 10 spots per group Learn more and sign up today  __________________________ Should you hire a Financial Advisor or do-it-yourself ? Glenn Frank rejoins us with some food for thought. __________________________ Just Asking for a Friend… Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com _____________________ Bio Glenn Frank is the author of Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy. He was named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth.   Professor Glenn Frank is a partner at https://www.frankandflanagan.com . Glenn's college teaching experience is extensive. Since 1985 he has taught a large variety of courses in investments, taxes and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He has been interviewed by the Wall Street Journal, Reader's Digest, Financial Planning, The Boston Globe,  and various other media outlets. _________________________ For More on Glenn Frank Current monthly workshops: “DIY or Advisor”, “How to Build a Lifetime Portfolio” and “Finding a Balance between Time, Money and Joy”. Links can be found at Time, Money and Joy.com (no registration required, extensive slides and resources provided). _________________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri The Purpose Code – Dr. Jordan Grumet The Good Life – Marc Schulz, PhD ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _________________________ The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters. ________________________

UBS On-Air
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 52)

UBS On-Air

Play Episode Listen Later Nov 20, 2025 10:58


On this week's episode of Viewpoints, Burkhard shares his thoughts on what's driving recent market momentum and the contributing factors to selling pressure. With year-end approaching, we also dive into CIO's investment expectations for 2026. Plus, some boots-on-the-ground insights from Doha, Qatar into the profound transformation of the Gulf economies.

City Cast Madison
Madison Food Halls, Thanksgiving Sides, and Eating Together

City Cast Madison

Play Episode Listen Later Nov 20, 2025 27:46


With Thanksgiving one week away, we're bringing you some hot tips to keep everyone happy and fed ahead of the holidays. Executive producer Hayley Sperling chats with Cap Times food and culture editor Lindsay Christians about Madison's new downtown food hall, One Social, and how it compares to other local halls like the Global Market and Food Hall. We've also got advice on which local spots to go to to pick up  Thanksgiving sides, desserts, and beverages, plus dining out options. P.S. Check out newsletter editor Rob Thomas's list of 13 spots to get Thanksgiving dinner.

The Wolf Of All Streets
Bitcoin Holds $90K While Global Markets Remain On Edge! Dead Cat Bounce Or Reversal?

The Wolf Of All Streets

Play Episode Listen Later Nov 19, 2025 43:35


Bitcoin is bouncing after a brutal week of liquidations, ETF outflows, and panic across global markets but the macro picture is anything but stable. Stock futures are slipping, AI-bubble fears are spreading, Japan's bond market shock is triggering a massive yen carry-trade unwind, and risk assets worldwide remain under heavy pressure. Bitcoin dropping into bear-market territory and ETFs seeing record $3B outflows has traders questioning whether this rebound is a true reversal or just a dead-cat bounce before more downside. In today's show, we break down the latest data, the contagion risks, and whether Bitcoin can hold the line as global markets flash warning signs.

WSJ What’s News
Selloff Sweeps Global Markets

WSJ What’s News

Play Episode Listen Later Nov 18, 2025 14:03


A.M. Edition for Nov. 18. As the market rout hits everything from stocks to crypto, WSJ's Hannah Miao explains how concerns over missing government data and lofty AI valuations are fueling the downturn. Plus, a House vote on releasing the Epstein files is expected later today, as President Trump's grip on the GOP seems to be slipping. And companies begin pushing out employees who aren't using AI in their day to day work. Caitlin McCabe hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Vision Presents...
Global Market Selloff, Japan's Yield Surge, and U.S. Data Rebound: PALvatar Market Recap, November 18 2025

Real Vision Presents...

Play Episode Listen Later Nov 18, 2025 5:43


WSJ Minute Briefing
Global Markets Tumble as AI Fears Grow

WSJ Minute Briefing

Play Episode Listen Later Nov 18, 2025 2:33


Plus, a House vote on the Justice Department releasing its Epstein files is expected today. And President Trump says that the U.S. would sell F-35 jet fighters to Saudi Arabia. Caitlin McCabe hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

World Business Report
AI bubble rattles global markets

World Business Report

Play Episode Listen Later Nov 18, 2025 26:26


We look at the AI boom in detail, in the wake of comments by Sundar Pichai, the Google boss, in a BBC interview. He acknowledges the risks of a potential AI bubble. We hear the thoughts of the Nobel Prize-winning economist Daron Acemoglu as well as from a future of work strategist and a campaigner for tighter AI regulation.Also, what has Saudi Arabia's Crown Prince gained from a visit to the White House? And TotalEnergies faces war crime allegations over a Mozambique massacre.You can contact us on WhatsApp or send us a voicenote: +44 330 678 3033.

Bloomberg Daybreak: US Edition
Global Markets Extend Selloff; Saudi Arabia's MBS to Visit White House

Bloomberg Daybreak: US Edition

Play Episode Listen Later Nov 18, 2025 16:04 Transcription Available


On today's podcast:1) Global markets extended a broad selloff, with US stock futures signaling a fourth day of losses and Bitcoin briefly slipping below $90,000 as traders pulled away from speculative assets. S&P 500 futures fell 0.3% after the benchmark closed below its 50-day moving average in the previous session, a sign of scope for further losses. Bitcoin slid more than 1%. European stocks declined for a fourth day. Stock gauges across Asia were in the red, with Japan’s Nikkei 225 posting its worst day since April. Bonds were the biggest beneficiaries as investors sought havens, with the yield on 10-year US Treasuries dropping four basis points to 4.10%. The dollar held steady as gold fell closer to $4,000 an ounce. The cross-asset moves underscored continued unease over interest rates and tech earnings, with Nvidia Corp.’s report on Wednesday poised to test investor nerves over lofty valuations in the artificial-intelligence sector. Focus will then turn to the delayed September jobs report due Thursday, a key gauge for the Federal Reserve’s policy outlook.2) Federal Reserve Governor Christopher Waller repeated his view that the central bank should again lower interest rates when policymakers meet in December, citing a weak labor market and monetary policy that is hurting low- and middle-income consumers. In a speech titled ‘The Case for Continuing Rate Cuts’ delivered in London, Waller said another rate cut would represent good “risk management” by the rate-setting Federal Open Market Committee. He said he isn’t concerned about inflation accelerating or inflation expectations rising significantly given clear signs of softening demand for workers.3) Saudi Arabia’s Crown Prince Mohammed bin Salman will likely be greeted with great fanfare by President Trump during his visit to the White House on Tuesday. The crown prince hopes to secure an executive order from Trump to bolster Saudi Arabia’s security and potentially pave the way for a stronger defense treaty. The two are also expected to reach an agreement that would allow the kingdom to purchase F-35 stealth planes, despite Israel wanting to keep a monopoly on access. Discussions on the future of Gaza and the thorny issue of relations with Israel are on the agenda as well. There also remains tension over access to AI chips and nuclear technology.See omnystudio.com/listener for privacy information.

Business daily
Questions over artificial intelligence boom lead to global market selloff

Business daily

Play Episode Listen Later Nov 18, 2025 6:28


European and Asian equities traded lower this Tuesday, following in the footsteps of Wall Street, as doubts rise as to whether the tech sector's huge investments in artificial intelligence will pay off. Also in this edition: Donald Trump tries to convince American voters he is working to make life more affordable for them. Plus the company behind the 2016 mega-hit "Baby Shark", Pinkfong, debuts on Seoul's stock market.

The Core Report
#729 Global Markets Turn Nervous

The Core Report

Play Episode Listen Later Nov 18, 2025 19:51


On Episode 729 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashish Nanda, Chief Digital Business Officer, Kotak Securities.SHOW NOTES(00:00) Stories of the Day(00:55) Global markets turn nervous even as tech leaders downplay the AI boom.(02:04) Outgoing Meta AI chief blasts LLMs(04:38) Morgan Stanley updates and upgrades India outlook to 107,000 on Sensex in a year(08:31) Algo trading is now becoming a retail product. How it works(17:48) Cloudflare goes down.Register for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠

The Retirement Wisdom Podcast
Aging with Agility – Michelle Pannor Silver

The Retirement Wisdom Podcast

Play Episode Listen Later Nov 17, 2025 31:07


Two New Designing Your Life groups kicking off in January Your Future, Designed: Turn curiosity into action with design thinking.  Early registration discount ends 12/15 Learn more and sign up today   Limited to 10 spots per group ________________________ What does it mean to age with agility? Dr. Michelle Pannor Silver, University of Toronto professor and author of Aging with Agility: How Elite Athletes and Ordinary Folks Embrace Exercise with Age , rejoins us and shares what she discovered after studying everyone from retired Olympians to octogenarians in their best shape ever. Her core messages may flip your assumptions about aging, exercise, and body image. You'll hear how elite athletes taught her about the power—and pitfalls—of lifelong discipline; why negative role models can be surprisingly motivating; and how small, practical habits like brushing your teeth with your non-dominant hand can strengthen both your body and your brain. If you want to thrive as you age, her insights will inform and inspire you. Michelle Pannor Silver joins us from Toronto. ________________________ Bio Michelle Pannor Silver is a Professor at the University of Toronto and author of numerous studies on aging. Her first book, Retirement and Its Discontents, draws from in-depth interviews she conducted with people whose departure from their life's work meant losing a core and fundamental component of their personal identity. Her second book, Aging with Agility examines how our perceptions of aging shape the way we take care of our bodies. Her work calls attention to ageism and societal loss while highlighting the personal struggles that can be arise when there is a mismatch between personal identity and social expectations about age. Michelle received her PhD from the University of Chicago and completed undergraduate degrees at the University of California Berkeley. ________________________ For More on Michelle Pannor Silver Aging with Agility: How Elite Athletes and Ordinary Folks Embrace Exercise with Age Website __________________ Michelle Pannor Silver's Previous Visits If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver The Retirement Roundtable III __________________ Podcast Conversations You May Like The Stress Paradox – Sharon Bergquist, MD The Benefits of a New Challenge – Joe Simonetta The Joy of Movement – Kelly McGonigal _________________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60),

FidelityConnects
FOCUS 2025: Harnessing quality across global markets – Patrice Quirion

FidelityConnects

Play Episode Listen Later Nov 16, 2025 29:45


On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Patrice Quirion takes the stage at FOCUS to talk about harnessing quality across global markets.  At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

WSJ Minute Briefing
Global Market Downturn Continues After Yesterday's Selloff

WSJ Minute Briefing

Play Episode Listen Later Nov 14, 2025 2:48


Plus, Paramount, Comcast and Netflix prepare bids for Warner Bros. Discovery ahead of the November deadline. And 2026 shapes up to be the worst college graduate job market in five years. Kate Bullivant hosts.  Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Energy News Beat Podcast
Oil & Gas Global Markets Financial Update

Energy News Beat Podcast

Play Episode Listen Later Nov 14, 2025 87:29


Josh Young, Portfolio Manager at Bison interests, and Tracy Shuchart, Founder/CEO and Chief Market Strategist, at Hilltower Resource Advisors, stop by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley for an in-depth look at the global oil and gas financial markets. Highlights of the Podcast00:00 – Opening & Guest Introductions02:32 – AI Boom vs. Power Shortage07:18 – AI Hype vs. Energy Reality11:42 – Nuclear Reality Check16:03 – Coal's Comeback18:02 – Natural Gas Outlook21:15 – Pipeline Bottlenecks & Permitting Trouble24:33 – Chevron Entering Data Center Power25:19 – Pipeline Twinning Not As Easy As It Sounds28:08 – Geopolitics Ignored by the Market33:24 – Demand: Stronger Than Narratives Suggest37:05 – Sanctions, “Kinetic Sanctions,” & Enforcement Reality42:31 – Dollar Weaponization, Gold Buying, & the Milkshake Theory49:52 – Commodities Rotation & Energy Lag55:11 – Propaganda & the Climate Narrative01:01:21 – Pendulum Swings & Hope for Middle Ground01:02:50 – Utility Mismanagement & Decentralization01:05:04 – Will Democrats Blame Republicans for High Power Prices?01:06:10 – Government Control, Incentives & Rate Failures01:09:59 – Tracy on Fox Business: Uranium Bottleneck01:22:35 – Closing Thoughts & Market Outlook

UBS On-Air
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 51)

UBS On-Air

Play Episode Listen Later Nov 13, 2025 11:37


On this week's episode of Viewpoints, in recognition of the 30th UN Climate Summit, Burkhard reflects on “where we are” and “where we're heading” with respect to global climate and clean energy commitments. Plus, a look at climate-related investments where investors can make a positive difference.

Capital Ideas Investing Podcast
The Analyst View: India's strategic autonomy in global markets

Capital Ideas Investing Podcast

Play Episode Listen Later Nov 11, 2025 18:31


With volatility on the rise in global markets, investors are searching for stability. Some have their eyes on  India and their longtime strategic autonomy to provide the predictability and resilience needed in the  new trade order. Host Natalya Zeman and guest Anirudha Dutta break down the reforms, policies, and  global positioning for India. Topics include: • India's approach to trade and regulation • The benefits of institutional continuity and reform  • Opportunities in supply chain reconfiguration and emerging sectors • The impact of demographic trends and technology on long-term growth #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered  advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and  may not be available for sale or purchase in all countries. All investments have risk, and you may lose  money. Past results are not a guarantee of future results. Statements attributed to an individual represent  the opinions of that individual as of the date published and do not necessarily reflect the opinions of  Capital Group or its affiliates. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and  price volatility. These risks may be heightened in connection with investments in developing countries. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at  getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates,  2025, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's  lives through successful investing. With our clients at the core of everything we do, we offer carefully  researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

The Retirement Wisdom Podcast
How to Prepare Mentally for Life After Work – Joseph Maugeri

The Retirement Wisdom Podcast

Play Episode Listen Later Nov 10, 2025 35:47


I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com --- What really makes for a successful retirement? Financial readiness is only part of the story. After decades in the financial planning world, Joseph Maugeri, a CFP professional and former executive at the CFP Board,  knew what to expect. But when he stepped into retirement himself, he was surprised by  the mental and emotional transition to retirement. In this episode, Joseph shares the lessons he's learned firsthand—what surprised him, what helped him adjust, and the SHELF framework he built to stay balanced and purposeful in retirement. If you're planning your own transition or supporting someone who is, Joseph's insights will help you navigate it with more confidence, patience, and optimism. Joseph Maugeri joins us from Pennsylvania. ___________________________ Bio Joseph V. Maugeri, CFP®  joined the CFP Board in 2011. Prior to his retirement, he was the Managing Director, Corporate Relations, focused on continuing to strengthen and enhance the organization's connections within the financial services industry. His responsibilities include the growth of CFP® professionals among all channels, marketing initiatives, product development and membership on the Executive Leadership Team. Prior to his appointment at CFP Board, Maugeri was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 14 years as a financial advisor at AXA Advisors, LLC.  He received his Bachelor of Arts from Temple University, an M.S. in Leadership Studies from Northeastern University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business. __________________________ Two New Designing Your Life groups kicking off in January Early registration discount ends 12/15 Learn more and sign up today  Limited to 10 spots per group __________________________ Podcast Conversations You May Like The Inspired Retirement – Nathalie Martin Retiring: Creating a Life That Works for You – Teresa Amabile The Balancing Act in Retirement – Stew Friedman ___________________________ Mentioned in This Episode Let's Make a Plan - Find Your CFP®  Professional ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

Energy News Beat Podcast
Drill, Baby, Drill. It's Kind of Like Real Estate — Location, Location, Location

Energy News Beat Podcast

Play Episode Listen Later Nov 10, 2025 24:49


In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down why U.S. drilling success still comes down to “location, location, location.” They analyze breakeven costs across major basins, rising LNG demand and natural gas prices, and the growing acceptance of natural gas as a “clean” fuel. The hosts discuss Pine Gate Renewables' bankruptcy, Orsted's mounting losses, and the ripple effects of inflation on ConocoPhillips' Willow project. They wrap with insights on rig counts, production strategies, and why smart investors are turning back to oil and gas for real returns.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: Highlights of the Podcast 00:00 - Intro00:14 - U.S. Drilling Programs Are Resilient, but It Depends on the Location03:57 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers07:51 - UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions10:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio15:53 - Market Updates17:12 - Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers?20:22 - ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?24:30 - Outro Links to articles discussed:U.S. Drilling Programs Are Resilient, but It Depends on the LocationU.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage NumbersUK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane EmissionsPine Gate Renewables files for bankruptcy, selling solar business and project portfolioRig Counts in the United States are Up, but What Does This Mean for Investors and Consumers?ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?

Energy News Beat Podcast
How Much Has Bill Gates' Climate Reversal Cost Global Markets? - ENB Weekly Recap

Energy News Beat Podcast

Play Episode Listen Later Nov 8, 2025 20:17


In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner unpack Bill Gates' shocking statement that climate change is not humanity's biggest existential threat — and explore the billions in global market impact tied to his reversal. The episode dives into the ripple effects across energy policy, ESG investing, and carbon capture economics, while connecting it to Illinois' new 3-GW battery bill, Ørsted's $262 M Q3 loss, Germany's collapsing wind output, and the fading credibility of COP30. With humor and hard data, the hosts reveal how “energy addition” — not “transition” — is defining the new era of global energy security.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps:00:00 - Intro00:20 - Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?04:35 - Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen10:49 - Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October14:07 - Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?17:23 - What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?20:08 - OutroLinks to articles discussed:Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be SeenWind Not Blowing in Germany as Wind Output Hits Yearly Low After Record OctoberØrsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?

Dantes Outlook Market Podcast
Portfolio Update: Positioning for Global Opportunities

Dantes Outlook Market Podcast

Play Episode Listen Later Nov 7, 2025 3:10


In this episode:Why extreme bearish sentiment often precedes market recoveriesThe role of relative strength in identifying global equity opportunitiesHow Dantes Outlook is adapting its allocation framework amid shifting leadershipThe importance of staying systematic and globally diversified through volatilityFor full portfolio updates and performance insights:

UBS On-Air
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 50)

UBS On-Air

Play Episode Listen Later Nov 6, 2025 10:13


On this week's episode of Viewpoints, Burkhard shares some boots-on-the-ground perspectives from Cape Town, South Africa, including thoughts on the factors that are driving economic momentum across the country, and more broadly across the emerging markets. Plus, some can't miss cycling and travel tips from the picturesque Chapman's Peak!

Closing Bell
Closing Bell Overtime: Musk Pay Packages Passes; Global Market Hotspots 11/6/25

Closing Bell

Play Episode Listen Later Nov 6, 2025 43:51


Farr, Miller & Washington's Michael Farr breaks down the big earnings movers, including Affirm, Block, Expedia and Airbnb. William Blair's Jed Dorsheimer breaks down Musk's pay package vote. HSBC's Alastair Pinder on where to invest globally. Rockwell Automation CEO Blake Moret on his company's strong quarter and using AI. LinkedIn Head of Economics Kory Kantenga on alternative jobs data.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Hydrogen Podcast
Germany's Hydrogen Reality Check — What the Audit Really Means for the Global Market

The Hydrogen Podcast

Play Episode Listen Later Nov 6, 2025 9:17 Transcription Available


In today's episode of The Hydrogen Podcast, Paul Rodden breaks down the German Federal Court of Auditors' explosive new report calling for a “reality check” on Germany's national hydrogen strategy. This assessment isn't just about Germany—it's a warning and a roadmap for every country investing billions in clean hydrogen.

Round Table China
CIIE 2025: where global markets connect

Round Table China

Play Episode Listen Later Nov 5, 2025 27:27


In an era of redefined global supply chains, the China International Import Expo stands as a testament to the enduring power of openness. With its streamlined customs, debut products, and sustainable innovations, the Expo weaves a compelling narrative of connection, not isolation, as the true engine of prosperity in our uncertain times. On the show: Niu Honglin, Steve & Yushan

The Core Report
#719 Valuation Concerns Are Hanging Over Global Markets

The Core Report

Play Episode Listen Later Nov 5, 2025 20:52


On Episode 719 of The Core Report, financial journalist Govindraj Ethiraj talks you through the big business stories of the day. We also feature an excerpt from The Core's How India's Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Nisha Taneja, Professor at the Indian Council for Research on International Economic Relations (ICRIER).SHOW NOTES(00:00) The Take (06:36) Valuation concerns are hanging over global markets(08:37) There are more private equity firms than McDonald's restaurants in North America(10:58) What Indian exporters need to become more competitive, learnings from ChinaRegister for the 3rd Edition of the Algorand India Summit ⁠⁠⁠https://algorand.co/india-summit-2025⁠⁠⁠For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠

Grain Markets and Other Stuff
Will China REALLY Buy 440 MILLION Bushels of US Soybeans in the next 3 Months??

Grain Markets and Other Stuff

Play Episode Listen Later Oct 31, 2025 22:36


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.✅ Welcome back — today we're breaking down China's long-term soybean commitment and what it really means for US farmers.

The Money Show
The growing footprint of gambling in South Africa, What Does the US-China Trade Truce Mean for Global Markets?

The Money Show

Play Episode Listen Later Oct 31, 2025 40:08 Transcription Available


Stephen Grootes speaks to Andrew Fulton, Director at Eighty20, about the growing footprint of gambling in South Africa and its impact on the economy. Once limited to casinos, the industry has ballooned into a R75 billion giant spanning sportsbooks, slot machines, and online platforms. In other Interviews: Stephen Grootes speaks to Reshni Singh, CEO of BPESA, about South Africa’s thriving Global Business Services sector, which has added 8,180 international jobs and generated R2.3 billion in export revenue. With 90% of new hires being youth, and provinces like the Western Cape, Eastern Cape, and KwaZulu-Natal driving growth continues to prove its resilience and global appeal. BPESA will spotlight these successes at the upcoming GBS and BPO Investor Conference in Durban from 4–5 November 2025. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Retirement Wisdom Podcast
Re-Visioning Retirement – Susan Reid, PhD

The Retirement Wisdom Podcast

Play Episode Listen Later Oct 30, 2025 26:28


What if retirement isn't the end of something — but the beginning of something better - and deeply meaningful? Dr. Susan Reid thought she was ready for her next chapter when she retired early from her career as a university professor. But within weeks, she realized she'd gone from 100% full throttle to zero — and felt adrift. That awakening led her on a powerful journey to re-vision retirement — for herself and for the millions of others who feel they're “not done yet.” In this conversation, Dr. Reid shares the insights from her research and personal experience — about identity, purpose, and how to craft a clear vision for the next phase of life. You'll hear how to move from “what am I leaving?” to “what am I moving toward?” and how meaning, contribution, and joy can fuel a longer, healthier, and more fulfilling life after you leave full-time work behind. If you're planning your own next act — or helping someone who is — this episode will change how you think about what comes next. Susan Reid joins us from Halifax. _____________________________ Bio SUSAN REID is an award-winning expert on the topic of vision. Until 2021, Susan was a tenured professor of marketing and entrepreneurship at Bishop's University in Lennoxville, Quebec. As a teacher, researcher, and keynote speaker, she works at the intersection of marketing, innovation, and user-focused design, with an in-depth focus on the topic of vision, particularly for older adults and entrepreneurs. Her book on Entrepreneurial Vision: A guide for charting and implementing the vision process (co-authored with Charles Crawford). Susan is also the co-founder of Domaine Pinnacle, a pioneering Canadian producer of craft ciders and spirits. When she retired at age 57, after years of helping businesses and individuals develop their visions, Susan realized, to her surprise, that she had not set a vision for her own retirement. This led her to develop a workbook (Re-Visioning Retirement) for people just like her. Susan holds a Bachelor of Science degree from Queen's University, an MBA from McGill University, and a Ph.D. from Concordia University's John Molson School of Business. _____________________________________ For More on Susan Reid Re-Visioning Retirement: A Workbook Website ______________________________________ Podcast Conversations You May Like Joyspan – Kerry Burnight, PhD The Power of Reinvention – Joanne Lipman When Will You Flip the Switch? – Dr. Barbara O'Neill Make Your Next Years Your Best Years – Harry Agress, MD ________________________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia Uni...

Saxo Market Call
A pivotal 24-hour window for global markets

Saxo Market Call

Play Episode Listen Later Oct 29, 2025 24:18


Equity markets hit fresh highs on hopes for a friendlier terms-of-trade stance between the US and China to be agreed ahead of a Trump-Xi meeting meant to take place in South Korea tomorrow. We note the important details that need to emerge to justify the market's enthusiasm in what could prove a critical 24-hour window for global markets, with the FOMC on tap later today and an important BoJ meeting tomorrow as well. Plenty of single company stories to pick through as earnings roll in and macro developments are heating up several currencies as well. This and much more on today's podcast, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

UBS On-Air
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 49)

UBS On-Air

Play Episode Listen Later Oct 28, 2025 10:31


On this week's episode of Viewpoints, Burkhard reflects on the current upward equity market momentum and answers the age-old question: “Are we in a bubble?”. Burkhard also compares the current environment to the TMT-bubble of the late 90s, and offers guidance on how to position in the current environment.

UBS On-Air
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 48)

UBS On-Air

Play Episode Listen Later Oct 22, 2025 11:16


On this week's episode of Viewpoints, Burkhard shares his thoughts on the performance of gold and the drivers behind 2025 performance, along with how gold fits in with broader precious metals price action (including silver). Plus, a topical gold-related book recommendation.

The Retirement Wisdom Podcast
Less is Liberation – Christine Platt

The Retirement Wisdom Podcast

Play Episode Listen Later Oct 20, 2025 29:48


What if doing less could actually give you more? Author and minimalist Christine Platt, known as The Afrominimalist, joins us to explore how letting go of clutter—physical and emotional—can lead to a life of greater intention, peace, and purpose. Her new book, Less Is Liberating, challenges the myth that our worth is tied to our busyness or possessions. In this conversation, Christine opens up about her own transformation—from attorney, federal government leader, to writer and minimalist—and shares how living with less helped her rediscover herself after parenting, career, and overwhelm. If you've ever struggled with the question “Who am I now?” or felt burdened by the weight of “shoulds,” you'll want to listen closely. This episode is about redefining freedom—not just freedom from, but freedom for—the life you truly want in retirement. Christine Platt joins us from Washington, DC. In This Conversation, You'll Learn: - How Christine's minimalist journey began—and what she discovered about consumerism and identity. - Why overwhelm became her “baseline” and how she learned to listen to her body's warning signs. - What the “five wells” of wellness reveal about balance and self-care. - How limiting beliefs form—and how they shape our behavior long after we leave work. - The powerful distinction between freedom from and freedom for in retirement. - How to reclaim your time, your energy, and your sense of self. _______________________ Bio Christine Platt is the author of Less Is Liberation: Finding Freedom from a Life of Overwhelm. a multi-hyphenate, multi-genre author whose work centers the journey of personal liberation—inviting readers to examine, release, and reimagine the narratives that shape their lives. From adult fiction and lifestyle to children's literature and cultural commentary, Christine's expansive body of work defies genre limitations by centering an empowering throughline: understanding and achieving personal liberation. With each book, Christine affirms what she knows to be true: liberation is not a destination—it is a way of being. And through the power of storytelling, she helps others find their way. Christine holds a Bachelor of Arts in Africana Studies, Master of Arts in African and African-American Studies, and a Juris Doctorate from Stetson University College of Law. _______________________ For More on Christine Platt Less Is Liberation: Finding Freedom from a Life of Overwhelm Website _______________________ Podcast Episodes You May Like Keep the Memories, Lose the Stuff – Matt Paxton The Joy of Saying No – Natalie Lue Stop People Pleasing – Hailey Magee ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK),

Thoughts on the Market
How Politics Affect Global Markets

Thoughts on the Market

Play Episode Listen Later Oct 15, 2025 5:06


Read more insights from Morgan Stanley.----- Transcript ----- Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha, from Morgan Stanley's Global and U.S. Economics teams.Today, I'm going to talk about sovereign debt outlooks and elections around the world.It's Wednesday, October 15th at 10am in New York.Last week we wrote about the deterioration of sovereign debt and fiscal outlooks; and right on cue, real life served up a scenario. Elections in Japan and another political upheaval in France drove a reaction in long-end interest rates with fiscal outlooks becoming part of the political narrative. Though markets have largely stabilized now, the volatility should keep the topic of debt and fiscal outlooks on stage.In Japan, the ruling Liberal Democratic Party, the LDP, elected Sanae Takaichi as its new leader in something of a surprise to markets. Takaichi's election sets the stage for the first female prime minister of Japan since the cabinet system was established in 1885.That outcome is not assured, however. And recent news suggests that the final decision is a few weeks away. The landmark movement in Japanese post-war politics, in some ways further solidifies the changing tides in the Japanese political economy. Markets have positioned for Takaichi to further the reflation trade in Japan and further support the nominal growth revival.The Japanese curve twists steepened sharply as Tokyo markets reopened with the long-end selling off by 14 basis points amid intensifying fiscal concerns and the unwinding of pre-election flattener positions. Specifically, expectations appear to be aligning for a more activist fiscal agenda – relief measures against inflation, bolstered investment in economic security and supply chains, and stepped-up commitments to food security.Our strategists expect that sectors poised to benefit will include high tech exporters, defense and security names, and infrastructure and energy firms, as capital is likely to rotate towards these areas. Though, as our economists cautioned, the lack of a clear legislative maturity may hamper efforts for outright reorientation of fiscal policy.Meanwhile, we expect the implications for monetary policy to be limited. Our reading is that Taikaichi Sanae is not strongly opposed to Bank of Japan Governor Ueda's cautious stance reducing expectations for near term hikes. But we also reiterate that a hike late this year remains a possibility, particularly as the yen weakens.Economically, our baseline call has been supported by the election outcome given we did not expect the BoJ to raise rates in the near future. Indeed, market expectations of an increase in interest rates have been priced out for the next meeting.France is the other economy that saw long-end rates react to political shifts since we published our debt sustainability analysis. PM Lecornu's resignation was far quicker than markets expected, especially given the fact that he was only in office for a matter of weeks.A clear majority in the current parliament remains elusive pointing to continued gridlock, and ultimately snap elections remain a possibility for the next weeks or months. At the heart of the political uncertainty is division about how to proceed with fiscal consolidation against a moving target of widening deficits.The lack of fiscal consolidation in France has been a topic for many years. Though the ECB provides an implicit backstop against disruptive widening of OAT spreads through the TPI, our Europe economists view the activation of TPI as unlikely. As the spread widening has been driven by concerns around France's fiscal sustainability, a factor that is likely seen as reflecting fundamentals.In our rather mechanical projections on debt, we highlighted markets would ultimately determine what is and is not sustainable. These political events are the type of catalyst to watch for.So far, the risks have been contained, but we have a clear message that complacency could become costly at any time. With the deterioration in debt and fiscal fundamentals, we suspect there will be more risks ahead.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

The Retirement Wisdom Podcast
A Serendipitous Second Act – Richard Moran

The Retirement Wisdom Podcast

Play Episode Listen Later Oct 13, 2025 28:59


What happens when a sleepless baby, a Victorian fixer-upper, and a vineyard come together? For Richard Moran, it sparked a multi-year journey of transformation—from corporate boardrooms to wine country. Along the way, he discovered lessons about serendipity, risk-taking, family, and building a place that lasts for generations. In today's conversation, Richard shares his story of balancing a high-flying consulting career with the slower rhythms of grapevines, why creating a family gathering place matters in retirement, and the life lessons he lives by. _______________________ Bio Richard Moran is the author of The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country. Besides being a winemaker and a preservationist, Richard Moran's background includes serving as a CEO, a college president, a venture capitalist and an author he is an authority on workplace issues and hosts a weekly radio program on KCBS, "In the Workplace" and has written ten books about management. Rich has also served as a director on public and private corporate boards. He lives in California's Wine Country. Moran has served as a CEO, a college president, a venture capitalist, and a top-level consultant. He is a set of one. He has worked for or with some of the world's leading organizations including Accenture, Apple, News Corp, American Airlines, PG&E and many others. He prides himself on his matter-of-fact manner of consulting and believes that many parts of the business world are needlessly complicated. Moran holds a Ph.D. in organization behavior but his work is not academic. Research is important but he believes what is just as critical are the observations one can make by being in the “trenches” _______________________ For More on Richard Moran The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country _______________________ Podcast Conversations You May Like The Portfolio Life – Christina Wallace Edit Your Life – Elisabeth Sharp McKetta The Power of Reinvention – Joanne Lipman _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ____________________________ Wise Quotes On Transitioning to a New Life