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It's been 500 straight weeks of recording Blueshirts Breakaway and NYR have traded Chris Kreider to ANA. The guys recap a bit of their history and react the trade. Then Shayna Goldman joins the Breakaway to discuss potential offseason moves, Mika and what now with Kreider gone. Finally the guys return after some kind words from friends and answer some 5 star questions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Now Even Goldman Sachs Is Talking About China's Secret Gold Buying It's one of the worst-held secrets in all of the financial markets that China doesn't really report all of the gold that it buys. Yet now even Goldman Sachs is commenting on their secret gold buying, in the midst of a rally that once again has the gold price close to the all-time highs. To discover what Goldman said, and also get caught up on the latest news in the precious metals world, click to watch the video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise
Send us a textIn this episode, we sit down with Sonia Gupta, Partner and Co-Head of Biotech Investment Banking at Goldman Sachs. Sonia walks us through her unique journey—from studying public health at Brown, to working in healthcare consulting, to getting her MBA at MIT, and ultimately climbing the ranks at Goldman to become a senior leader advising some of the most innovative biotech companies in the world. We dive deep into what it's like to enter banking post-MBA, how her academic background shaped her approach to the job, and why healthcare—particularly biotech—is such a distinct and intellectually demanding coverage group.We explore the nuances of biotech investment banking: how to value companies that often have no revenue, how the space intersects with venture capital and tech, and why the work often feels more like strategic consulting than traditional M&A. Sonia breaks down the DCF models she and her team build—sometimes stretching 25 years—and the real-life decision-making that goes into supporting clients whose work could lead to the next blockbuster cancer drug or cure for a rare genetic disease. We also talk about how healthcare banking is segmented within the broader investment banking ecosystem and what it really means to be a “coverage banker” at Goldman.Finally, we discuss analyst exit opportunities, how banks like Goldman are thinking about retention, and what it's like building a career—and a family—while advising high-growth companies from San Francisco. Sonia's insights are thoughtful, candid, and inspiring, especially for anyone considering a career in investment banking or healthcare. Whether you're curious about the real-world utility of an MBA, the biotech IPO market, or what it means to grow into true subject matter expertise over time, this episode offers a fascinating window into one of the most complex and purpose-driven sectors on Wall Street.Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.
Brian and Marty talk with Shayna Goldman about the Stanley Cup Final so far and if the Oilers can bounce back after two tough losses.
Regulations aren't the problem—they're the easy excuse. The real obstacle to innovation in wealth management often lies in our own mindset: a fear of failure, a bias toward what's worked before, and a comfort with the familiar. In this episode of The FutureProof Advisor, I dive into the tension between compliance and innovation—and why these two forces don't have to be at odds. Drawing lessons from industries like healthcare and banking, I explore how firms operating under even stricter regulations have still managed to deliver exceptional, forward-thinking client experiences.True innovation in our space doesn't mean ignoring risk or compromising fiduciary responsibility. It means challenging legacy processes and rethinking the entire client journey—from communication and onboarding to relationship management and reporting. Inspired by the principles that drive companies like Google, I share how even small firms can create space for structured experimentation, learn quickly, and use first-principles thinking to redesign client experiences without blowing up their operations or budget.The future belongs to firms that build a culture where new ideas are explored—not buried under the weight of “we've always done it this way.” That means assigning clear ownership to innovation efforts, carving out time and budget for learning (not just execution), and encouraging teams to rethink how value is delivered at every touchpoint. Change doesn't have to be radical—it just has to be intentional. And when done well, it creates real differentiation in a crowded and commoditized market.
Oral Arguments for the Court of Appeals for the Ninth Circuit
Phillips v. Goldman
Episode 300 – Who Gets the Juice? Unpacking O.J. Simpson's Estate Legacy Like You've Never Heard It Before.O.J. Simpson is gone—but the courtroom drama is just getting started. In this can't-miss episode, we dive deep into the chaos behind his estate: from untouchable pensions to mysterious trusts and the civil judgment that still lingers decades after “If it doesn't fit…”
Sara Eisen, Carl Quintanilla, and David Faber discussed the latest on the markets front as trade talk optimism grows – alongside optimism out of small businesses. What the morning's earnings are saying about the consumer, along with a break-out of new NFIB data… Plus: Goldman's Chief U.S. Equity Strategist joined the team with his advice on how to navigate the volatility – and why he expects data to “soften” over the coming months. Also in focus: a number of individual stock stories this AM… Hear Disney CEO Bob Iger's thoughts on how they plan to win the streaming wars, following finalized terms to buy out Comcast's stake in Hulu; The fallout for pharma after RFK Jr. ousted every member of the CDC's vaccine advisory committee; What to do with Apple shares following a lackluster WWDC presentation; And a deep-dive on a rare double-downgrade to sell of McDonalds. Squawk on the Street Disclaimer
In today's episode, we spoke with Jonathan W. Goldman, MD, about the phase 2 LUMINOSITY study (NCT03539536) evaluating telisotuzumab vedotin-tllv (Teliso-V; Emrelis) in patients with c-MET protein–overexpressing, nonsquamous, EGFR wild-type advanced non–small cell lung cancer (NSCLC). Dr Goldman is a professor of medicine in the Division of Hematology/Oncology at UCLA, as well as director of Clinical Trials in Thoracic Oncology, associate director of Early Drug Development, and chair of the University of California Lung Cancer Consortium.
Tibz - Nation Alain Bashung - Gaby Oh Gaby Cœur De Pirate - Cavale St Graal - Je t'emmènerai Boulevard Des Airs - Je Rentre A La Maison Clara Luciani - Courage Charlélie Couture - Comme un avion sans aile Jérémy Frerot - Avec ou sans Fredericks, Goldman, Jones - A nos actes manqués Corson - Raise Me Up (Je Respire Encore) Placebo - Protège-moi Christine And The Queens - Christine Niagara - Je dois m'en aller Vianney - Je m'en vais Matmatah - Emma Helena - Mélatonine Charlotte Cardin - Feel Good Sinsemilia - Tout Le Bonheur Du Monde Styleto - Amour Cyclone Serge Gainsbourg - Sorry Angel Vernis Rouge & Zaoui - Comme des loups Feu! Chatterton - Allons Voir Louise Attaque - J't'emmène au vent Brigitte - Oh La La Calogero - C'est dit Big Soul - Le Brio David Hallyday, Laura Smet - On se fait peur Loi & Robin - Gold Eiffel - A Tout Moment La Rue Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
LIUNA Minnesota and North Dakota's Kevin Pranis, Marketing Manager, and Steve Cortina, Organizer in North Dakota, joined the America's Work Force Union Podcast to discuss the challenges facing local workers in the wind energy sector. They talked about the influx of out-of-state workers, their impact on local communities and strategies to combat these issues. Debbie Goldman, retired Communications Workers of America (CWA) labor researcher and author of "Disconnected: Call Center Workers Fight for Good Jobs in the Digital Age," joined the America's Work Force Union Podcast. She discussed the transformation of call center work, the impact of technology on workers and the ongoing fight for fair labor practices in the digital era.
On The Front Porch - Debbie Goldman [00:00:00] On The Front Porch - Debbie Goldman [00:12:59] Debbie Goldman - ON THE FRONT PORCH - PART 2 [00:25:54] Debbie Goldman - ON THE FRONT PORCH - PART 3 [00:35:55] Debbie Goldman - ON THE FRONT PORCH - PART 4See omnystudio.com/listener for privacy information.
MeidasTouch host Ben Meiselas reports on Donald Trump's disgusting past finally resurfacing and becoming exposed from the most unlikely of sources!!! Meiselas interviews Congressman Dan Goldman regarding the latest updates. Visit https://meidasplus.com for more! Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Influence Continuum: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan Mea Culpa with Michael Cohen: https://www.meidastouch.com/tag/mea-culpa-with-michael-cohen The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 Political Beatdown: https://www.meidastouch.com/tag/political-beatdown On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Coalition of the Sane: https://meidasnews.com/tag/coalition-of-the-sane Learn more about your ad choices. Visit megaphone.fm/adchoices
The economy adding more jobs than expected in May: Sara Eisen, David Faber, and Carl Quintanilla broke down the numbers and what it means for stocks, the Fed, and rates. White House Council of Economic Advisers Chair Stephen Miran kicking off the hour – arguing the economy remains strong here. Plus: Chief Global Strategist for JPMorgan Asset Management David Kelly joined the team with his volatility playbook, which does NOT include the Mag-7 – but a different key sector… In addition: hear Goldman's Chief Economist with his take on the jobs report. Also in focus: the gloves come off. President Trump and Elon Musk trading blows publicly as their alliance implodes – and Tesla shares slump. Former Trump Admin insider Marc Short – and Tusk Ventures Bradley Tusk – gave their thoughts on the action and what it could mean for the tech ecosystem at large. Squawk on the Street Disclaimer
(00:00:00) Pelvic Floor Therapy for Everyone: Debra Goldman on Healing, Strength & Support (00:16:57) Types of Therapy (virtual & in-person) (00:22:40) What does therapy look like? (00:36:43) What are the limitations? (00:39:57) Pelvic floor In this powerful episode of The Body Pod, pelvic floor physical therapist Debra Goldman shines a light on the life-changing benefits of pelvic floor therapy. Whether you're dealing with postpartum recovery, bladder leakage, pelvic organ prolapse, or chronic pelvic pain, this conversation uncovers why pelvic health matters for people of all ages and genders. Debra shares her unique journey from professional dancer to women's health expert and breaks down the most common myths and conditions around pelvic floor dysfunction. If you've ever experienced discomfort, incontinence, or just wondered what the pelvic floor actually does—this is a must-listen.
This is a free preview of a paid episode. To hear more, visit www.louiseperry.co.ukMy guest today is Benjamin Goldman, Assistant Professor of economics at Cornell University. We spoke about his research on marriage: why non-college educated Americans have seen plummeting marriage rates over the last century, how sex ratios affect dating cultures, how male "left tail" phenomena like joblessness and incarceration are affecting the marri…
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.0:00 Rain on the Radar2:58 Monday Selloff4:38 Crop Progress & Conditions11:11 Weaker US Dollar?13:02 Crude Rally14:21 Grain Shipments
Carl Quintanilla and Sara Eisen broke down the latest for stocks as UBS raises its recession odds – the OECD cuts growth estimates for the United States – and Chicago Fed President Goolsbee warns inflation could head higher from here. Jefferies David Zervos with the team to breakdown the market impact of it all – and why he says “the needle is moving” towards the bulls… That said, Goldman's Head of Corporate Credit Jonny Fine warning: keep an eye on the deficit if you're a long-term investor. Hear his read from the ground, this hour. Also in focus: Constellation Energy a top gainer this morning after inking a new deal to power Meta's AI projects… The key details. Plus: the team caught up with the CEO of a different name, but similar story - Applied Digital's CEO, fresh off a $15B deal with Coreweave to host their AI datacenters. Squawk on the Street Disclaimer
In this heartfelt episode, Tara sits down with clinical psychologist Dr. Rachel Goldman to have an honest conversation about body image, self-talk, and the stories we tell ourselves when we look in the mirror. Together, they explore how long-standing societal pressures and internalized beliefs can distort how we see our bodies—and how those “mirror lies” can affect our mental health. They dive into the impact of toxic positivity, the power of body neutrality, and the importance of practicing gratitude for what our bodies do rather than how they look. From shifting our mindset to making wardrobe changes that boost confidence, this episode is packed with thoughtful takeaways to help listeners feel more at peace in their own skin. Whether it's adjusting to a life change, challenging negative self-talk, or simply learning to say, "I'm okay as I am," this conversation reminds moms that they're not alone—and that confidence starts from within. Tune in and share with a friend who could use a little body kindness today! Links: https://www.instagram.com/drrachelnyc/ https://www.drrachelnyc.com https://www.drrachelnyc.com/ https://www.drrachelnyc.com/
Debbie J. Goldman, former research director and telecommunications policy director with the Communications Workers of America, talks about her new book "Disconnected: Call Center Workers Fight For Good Jobs In The Digital Age" and why we can't overlook the struggle of service workers in this critical time of change.Become a supporter of this podcast: https://www.spreaker.com/podcast/tavis-smiley--6286410/support.
What if your next business came with a blueprint for success? Franchise success is closer than you think.In this episode of The Business Ownership Podcast, I interviewed Adam Goldman.Adam's varied experience in business, startups and franchising has given him the expertise to help entrepreneurs to find the best franchise for them. Over his 20 year career, Adam has founded three successful companies on two continents. These include an IT company in Poland and a real estate investment company in Texas. Most recently, Adam grew the Vanguard Cleaning Area Developer concept in Houston into a multi million dollar a year enterprise with over 40 franchisees and 300 customers.Mr. Goldman is also the author of the acclaimed franchise book – The Franchisee Lifestyle. This book is an extension of the work that Mr. Goldman does on a daily basis with FranChoice. Helping people gather the information they need to make the right decision is the primary focus of Mr. Goldman's practice. Adam loves starting businesses because of the excitement, flexibility, and upside that they bring. He especially loves franchises because they include structured processes that increase the likelihood of a business's success. He decided to buy into the Vanguard Cleaning model because he saw the value of having a proven concept in order to successfully scale his business.Mr. Goldman's professional credentials include a Master of Business Administration (M.B.A.) degree with a concentration in entrepreneurship from the University of California Berkeley. Ready to start your franchise journey? Check this out!Show Links: Adam Goldman Website: http://franchisecoach.net/Adam Goldman on LinkedIn: https://www.linkedin.com/in/adamgoldmanfranchise/Book a call with Michelle: https://go.appointmentcore.com/book/IcFD4cGJoin our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/
Na Donald Trump z'n Liberation Day was het een en al miserie voor de Amerikaanse beurzen. Maar het meeste pijn werd geleden bij de Magnificent Seven. Wij durfden ze zelfs te degraderen naar Matige Zes (alleen Meta wist de beurskoers op gang te houden). Maar zo blijkt maar weer dat je nooit de hoop moet opgeven. Sinds de dip in april zijn Microsoft, Alphabet, Amazon, Apple, Tesla, Nvidia én Meta de kartrekkers van Wall Street. Ze zijn zelfs goed voor bijna de helft van de stijging van de S&P 500. Waar hebben de zeven beurslievelingetjes die heropleving aan te danken? Dat vertellen we je in deze aflevering. Dan hebben we het ook over een andere groep aandelen die maar de eigen records blijft verbreken. Het ene na het andere land steekt miljarden in de defensie-industrie. Nu is het het Verenigd Koninkrijk dat zes nieuwe munitiefabrieken gaat bouwen, twaalf onderzeeërs gaat kopen en ook nog eens het aantal kernwapens wil uitbreiden. Je hoort natuurlijk ook over het nieuwste gedachtespinsel van Donald Trump. De onderhandelingen tussen de VS en China verliepen maar stroef, dus blaast hij de boel eens opnieuw op. China houdt zich volgens Trump niet aan de afspraken van de tijdelijke deal die in Zwitserland werd gesloten. En China vindt op zijn beurt weer dat de VS dat akkoord schendt. Zit er een strategie achter deze zet van Trump? Wij weten het niet, maar onze gast misschien wel. See omnystudio.com/listener for privacy information.
George Ross taught negotiation at the law school at NYU for over 20 years. He honed those skills over a career working with Goldman and DiLorenzo, his own law firm, and as Executive Vice President in The Trump Organization. Today we are talking about preparation for negotiation, a topic that he emphasizes in his book. -------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
12:30pm - Shaya Goldman joins the show to talk the Sabres front office move and the Stanley Cup playoffs.
How to find hope in these times? I spoke with political scientist Loren Goldman about the principle of political hope: why we should have hope, how to have hope in dark times, and how political hope differs from naïve optimism, faith in progress, or passive reliance on a hidden logic that will save us in the end. Goldman, who is Associate Professor of Political Science at the University of Pennsylvania, is the author of The Principle of Political Hope (Oxford University Press, 2023), where he reveals hope to be an indispensable aspect of much continental and American political thought, especially in the works of Immanuel Kant, John Dewey, Charles Sanders Peirce, William James, Ernst Bloch, Richard Rorty, and others. Our conversation on Goldman's study of hope ends with three concrete lessons to counter hopelessness, cynicism, and despair. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/political-science
Hier geht's zur Warteliste für das Kinderdepot. Hier erfahrt ihr, wie ihr euch die 25 € Prämie sichern könnt. NVIDIA pusht Musk und kritisiert Trump. Trumps Zölle sind illegal. Goldman denkt: Ist egal. Salesforce, New York Times & c3.ai haben KI-News. Veeva Systems hat Zahlen-News. Fincantieri (WKN: A40H69) kann Kreuzfahrt & Militär. Viel spannender: Es kann Offshore-Windparks & Unterwasserkabel. Buy The Dip bei Apple (WKN: 865985)? KGV, Innovation & Zölle sprechen dagegen. Free Cash Flow, Risikoaversion und Stimmungsschwankungen sprechen dafür. Diesen Podcast vom 30.05.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
This episode is sponsored by Mekorma. Mekorma has been helping the Dynamics community streamline AP for over 30 years, and one way they have differentiated their brand is through their focus on empathy and client care. To learn more about the company's roots and core values, we spoke with founder and CEO Ora Goldman. Ora shared some defining moments in Mekorma's history, like their early efforts to bring the needs of financial professionals front and center in their solution development. The company's product evolution has also been focused on understanding real pain points of customers, Ora explains, and she shares some examples and stories about client experiences. We also discuss some of the company's experiences as an ISV in the Microsoft ecosystem, first working with Great Plains and Dynamics GP, and how they have modernized their offerings and expanded to Dynamics 365 Business Central. We also learn more about Ora's outlook on the Dynamics community and her approach to fostering relationships and partnerships. More from Mekorma: If you want to see how we can help your business, reach out to Ora and our expert team today and take the first step toward transforming your AP experience!
A jam-packed session unfolds across DC, earnings, and the broader market. Our Megan Cassella breaks down the political fallout from the latest tariff ruling, while Neuberger Berman CIO Joseph Amato explains why the market favors small and mid-cap names. On the earnings front, we hear from Dell, Marvell, Zscaler, Ulta Beauty, American Eagle, and Gap. Retail analyst Dana Telsey reacts to the retail names and what they reveal about the consumer. Eric Sheridan of Goldman Sachs weighs in on the tech sector's trajectory after another earnings wave. CEO Joanna Geraghty on the new partnership with United
Doug and Greg discuss the recent court ruling on tariffs and the implications for the market. Highlighted by Nvidia's impressive earnings, they'll also talk about the ongoing AI revolution and how it will affect inflation, decentralization, and the job market. They finish by looking at the housing market, which now has the highest recorded rate of sellers vs. buyers. Key Takeaways [0:18] - Tariff turmoil: the court's decision and market reactions [12:37] - Nvidia earnings & the AI revolution [17:27] - Bracing for job disruption that will come from AI [22:16] - Shifting real estate market dynamics View Transcript Links Federal court blocks Trump from imposing sweeping tariffs under emergency powers law Goldman, Morgan Stanley Say Trump Can Deploy Other Tariff Tools Trump erupts when asked about 'TACO trade' The Tech Industry Is Huge—and Europe's Share of It Is Very Small Cullen Roche's Three Things – Exponential AI The U.S. Housing Market Has Nearly 500,000 More Sellers Than Buyers—the Most on Record. The repeat homebuyer age was 40 in 2000. It's 61 now. Apartment List national rent data Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
Goldman Sachs Vice Chair Robert Kaplan, former president of the Federal Reserve Bank of Dallas, says he expects sluggish growth but not a recession. Speaking with Sonali Basak at the Goldman Sachs Tenth Annual Leveraged Finance and Credit Conference in Dana Point, California, Kaplan also discusses the outlook for Fed monetary policy this year.See omnystudio.com/listener for privacy information.
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture Oil producers in the UK slam the windfall tax, the tax was put into place to damage the oil industry. Trump is bringing back industry that Obama and Biden pushed away. OBBB is going to expose the upside down system and Fed. Trump is pushing it to pass the Senate. DOGE cuts will come in the next bill. Florida will recognize gold and silver as legal tender. It has begun. The [DS] has been caught in the act of treason, this goes all the way back to Trump's first term, but what the people are going to see is that plandemic was used to over through the US government to install a puppet government. Besides the rigged election the autopen is the biggest scandal because it shows that Biden had no idea what was going on and the unelected were running the country. Year of the boomerang. Economy North Sea Oil Producer Slams The UK's Windfall Tax The chief executive of Enquest criticizes the UK's Energy Profits Levy, claiming it is doing "irreversible damage" to the oil and gas industry and discouraging investment. Due to the heavy tax burden, the company is planning a "disciplined approach" to investment and expects to pay a significant amount in windfall tax in June 2025. Enquest argues that the UK is the only country levying a windfall tax on its domestic energy producers where no windfall profits exist, further impacting competitiveness. The boss of Enquest has slammed the windfall tax on oil and gas firms as doing “irreversible damage” to the industry and “driving job losses across the sector”. It is designed to tax the extra profits these companies made due to surging energy prices after Russia's invasion of Ukraine. Initially, the rate was 25 per cent, but it later jumped to 35 per cent in January 2023. Source: zerohedge.com meantime, Canada fished, and did very well in these formerly unrestricted areas. Immediately upon Sleepy Joe taking Office, his “AUTOPEN” rejected the Deal that I made for the people of Maine, greatly hurting the Fishermen and women. They call it a restricted “Environmental Monument,” an Ode to the Environmentalists doing everything they can to destroy our Country. In actuality, it was a punishment to the State by Obama/Biden. Additionally, I have done much for the wonderful Lumberjacks, who voted for me in great numbers. In fact, I won Maine-2, BIG. In any event, and as the World knows, I ended up winning the Election of 2024 in a LANDSLIDE, and am now working diligently to bring these valuable Fishing Rights back to Maine. Unfortunately, I have certain obstacles that only your Political Leaders can tell you about! Goldman analysts surprised to learn that policies of energy independence lower prices for the poor Goldman, and most other investment advisors, along with almost all media outlets, seemed to have no idea that completely reversing Biden's energy policies would lower prices. From an article at Zero Hedge: They say that the lower gas prices, due to the policy changes, have unexpectedly helped those at the bottom. How the heck could that be unexpected? Energy prices affect everyone, but especially those who earn less. Trump's policies helped the poor in his first term, and they clearly will again. All the experts seemed shocked and surprised that inflation soared when Biden set out to destroy all oil, gas, and natural gas companies. They also had no idea that printing massive amounts of money, issuing regulations as fast as they could, and opening borders to anyone who wanted to come would le...
Tibz - Nation Axelle Red - Ma prière Benjamin Biolay - Juste avant de tomber Eddy de Pretto - être biennn Louane - Maman Francis Cabrel - Les murs de poussière Clara Luciani - Courage Zaz - Sains Et Saufs Tryo - L'hymne de nos campagnes Mans Zelmerlow - Should've Gone Home Olivia Ruiz - Elle Panique Fredericks, Goldman, Jones - A nos actes manqués James Blunt Feat Léa Paci - Cold Emma Daumas - Tu seras Les Innocents - Un Homme extraordinaire BB Brunes - Eclair Eclair Cœur De Pirate - Cavale Téléphone - Un autre monde Solann - Les Ogres Julien Doré - La Fièvre Mat Bastard - Stand As One Helena - Mélatonine Atlantique - Les Eaux De Mars Jérémy Frerot - Avec ou sans Louise Attaque - La Plume Vanessa Paradis - Tandem Calogero - C'était mieux après Indochine - Trois Nuits Par Semaine Raphaël - Somnambule Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Our teacher today is Katie Koch. Katie is the President and CEO of the TCW Group, a storied firm with over 200 billion in assets under management and a fascinating 50-year legacy as a pioneer in the investment industry. Katie just took the TCW reins in 2023 after more than 20 years at Goldman Sachs. She joined Goldman right after college as the self-proclaimed least capable person in the firm and rose to become chief investment officer of their 300-billion-dollar public equity business. Please enjoy our class with the wonderful force multiplier, Katie Koch. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @ArtofInvest | @Buhrman_Rick | @PaulBuser | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Art of Investing (00:02:38) First Question - ‘What Choice Would You Make If You Knew You Would Not Fail?' (00:05:00) Katie's Childhood and Lessons from Parents (00:13:24) Her Experience at the University of Notre Dame (00:24:15) Katie's 20-Year Career at Goldman Sachs (00:36:16) The Importance of Mentorship and Sponsorship (00:41:18) Building Meaningful Relationships for Career Growth (00:43:24) The Transition from Goldman to TCW (00:48:15) The Importance of Humility and Collaboration in Leadership (01:01:35) The Significance of Diversity in Investment Firms (01:07:30) The Role of a CEO and Building a Successful Team (01:10:42) Transitioning from Investor to Operational Leadership (01:12:06) Differentiating an Investment Organization (01:15:59) Balancing Family and Career
Welcome back to the Alt Goes Mainstream podcast.Today's episode is with a private equity pioneer who has seen the industry evolve in the forty plus years he's spent in private markets.We sat down with Steve Klinsky, the Founder and Chief Executive Officer of New Mountain Capital, which he started in 1999, and has grown to over $55B AUM with an investment platform that spans strategies across Private Equity, Credit, and Net Lease Real Estate.Steve was the Co-Founder of the Leverage Buyout Group at Goldman Sachs from 1981-1984, where he helped execute over $3B of transactions for Goldman and its clients. He then joined Forstmann Little and Co. as an Associate Partner and General Partner, helping to oversee seven private equity and debt partnerships totaling over $10B in capital.He has since built New Mountain Capital into a leading alternative asset manager that has charted a growth path. Yet the firm has remained true to its roots and mindset of its “family business background,” which has informed how New Mountain has partnered with both GPs and LPs, and it's a DNA that is central to their recent rollout of a wealth solutions business.Steve and I had a fascinating discussion about the evolution of private markets and how to build a leading alternative asset manager that helps build businesses. We covered:How private markets have changed since Steve began in the industry.What it means to build “great businesses.”How the mindset of the “family business background” has helped inform investment strategy and deepening LP relationships.How Steve and New Mountain have navigated scaling the firm while focusing on generating returns for LPs.How New Mountain has approached launching new strategies.The why and how behind launching a wealth solutions business.Thanks Steve for coming on the show to share your wisdom and expertise on private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our sponsor, Ultimus Fund Solutions01:23 Podcast Theme and Opening02:03 Guest Introduction: Steve Klinsky04:00 Steve's Early Career in Private Equity05:39 The Evolution of Private Equity06:55 Forstmann Little and Co. Experience07:36 Founding New Mountain Capital08:08 New Mountain's Investment Philosophy08:25 Family Business Influences08:56 New Mountain's Cultural Values09:13 Working with Entrepreneurs and Management Teams10:15 Scaling New Mountain Capital13:35 Investment Strategies and Talent14:45 Opportunities and Challenges in Private Equity15:03 Mid-Market Focus and Growth Opportunities16:10 Impact of Industry Growth on Mid-Market Firms16:50 Product Innovation in Private Markets18:40 Synergy Between Investment Strategies20:20 Growth and Future of New Mountain Capital21:10 Engaging the Wealth Channel21:40 Building the New Mountain Brand23:07 New Mountain's Edge and Performance24:20 Engaging the Wealth Channel25:50 Customization and Differentiation in Wealth Management27:17 Strategies for Wealth Channel Engagement27:39 Productization for the Wealth Channel28:05 Industry Evolution and Consolidation28:40 Wealth Channel vs Institutional Channel29:44 Institutional Side of Private Markets29:59 Historical Perspective on Institutional Changes30:47 Challenges and Investment Strategies for the Wealth Channel32:03 Investment Lessons34:48 Common Threads in Successful Investments35:53 Leveraging AI and Technology in Investments37:56 Value Creation in Services Businesses38:42 Effective Value Creation Levers39:38 Growth and Team Building at New Mountain41:04 Starting New Mountain in 199943:00 Navigating Market Turbulence44:57 Private Markets vs Public Markets45:53 Lessons from Private Markets for Public Investors47:47 Importance of Price in Investing49:24 Building a Strong Team50:05 Global Investment Strategies50:47 Future Investment Excitement51:58 Focus on Wealth Channel52:13 Growth in Secondaries and Continuation Vehicles52:42 Industry Evolution and Firm Growth53:11 Conclusion and Final Thoughts Editing and post-production work for this episode was provided by The Podcast Consultant.
5/27/25: Political consultant Josh Silver: Trump's poll numbers going up. Cancer Connection Ex Dir Chelsea Kline: the Grateful Bed Tour. Sci-Tech Café Dir & MHC Prof Kerstin Nordstrom w/ UMass anthropologist Lynnette Leidy Sievert: menopausal hot flashes. Duke Goldman: the role of character in sports & Hall of Fame voting.
Le 19 décembre 1969, vers 20h10, Raymond Trocard, transporteur d'une cinquantaine d'années atteint d'une vilaine grippe, se gare au début du boulevard Richard-Lenoir, 11e arrondissement de Paris. Les lumières d'une fête foraine illuminent la nuit, tombée depuis plus de trois bonnes heures. Raymond Trocard se présente à la pharmacie du numéro 6. Surgissent alors d'un bureau attenant, Simone Delaunay, 47 ans, exploitante de l'officine, et sa préparatrice, Janine Aubert, 37 ans. Toutes deux ont revêtu leurs manteaux, avancent pas à pas, terrifiées ; dans leur dos se tient un homme, pistolet compact en joue, un Walther P38...
Le 19 décembre 1969, vers 20h10, Raymond Trocard, transporteur d'une cinquantaine d'années atteint d'une vilaine grippe, se gare au début du boulevard Richard-Lenoir, 11e arrondissement de Paris. Les lumières d'une fête foraine illuminent la nuit, tombée depuis plus de trois bonnes heures. Raymond Trocard se présente à la pharmacie du numéro 6. Surgissent alors d'un bureau attenant, Simone Delaunay, 47 ans, exploitante de l'officine, et sa préparatrice, Janine Aubert, 37 ans. Toutes deux ont revêtu leurs manteaux, avancent pas à pas, terrifiées ; dans leur dos se tient un homme, pistolet compact en joue, un Walther P38...
How to find hope in these times? I spoke with political scientist Loren Goldman about the principle of political hope: why we should have hope, how to have hope in dark times, and how political hope differs from naïve optimism, faith in progress, or passive reliance on a hidden logic that will save us in the end. Goldman, who is Associate Professor of Political Science at the University of Pennsylvania, is the author of The Principle of Political Hope (Oxford University Press, 2023), where he reveals hope to be an indispensable aspect of much continental and American political thought, especially in the works of Immanuel Kant, John Dewey, Charles Sanders Peirce, William James, Ernst Bloch, Richard Rorty, and others. Our conversation on Goldman's study of hope ends with three concrete lessons to counter hopelessness, cynicism, and despair. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/intellectual-history
Brian and Marty talk with Shayna Goldman about the start of the NHL conference finals.
Send us a textIn this episode of The Wall Street Skinny, we sit down with Scott Bok, Chairman and former CEO of Greenhill & Co. and author of Surviving Wall Street: A Tale of Triumph, Tragedy and Timing. Scott shares stories from his remarkable career journey—from big law at Wachtell Lipton to investment banking at Morgan Stanley, to ultimately leading one of the most respected elite boutiques on Wall Street. We talk through the rise of the elite boutique model, the decision to go public, and why Greenhill ultimately sold to Mizuho—plus Scott's candid take on private equity poaching, career longevity, and the myth of the “Goldman discount.”We also dive into the mechanics of university governance, the rise of endowment taxation, and Scott's experience as Chairman of the Board at the University of Pennsylvania during one of the most tumultuous moments in higher Ed history. He offers an insider's perspective on free speech debates, board dynamics, DEI backlash, and how elite universities are being pulled into the center of a national cultural reckoning. Scott helps unpack how these issues intersect with broader questions of institutional control, public trust, and economic influence.Finally, Jen and Kristen cover the latest market headlines—from the Moody's U.S. downgrade to the recent 20-year Treasury auction and what it says (or doesn't say) about investor sentiment. We also share an exciting announcement: to celebrate crossing 300k followers, we're hosting a FREE live Excel + financial modeling masterclass on May 29th at 12pm EST—perfect for interns, new hires, or anyone looking to sharpen their skills. Register now to join live or get access to the 48-hour replay!Register HEREShop the MAY SALE:- Buy the FULL IBD / PE course for 20% off HERE- M&A Standalone Course $50 OFF HERE Enroll in the Financial Modeling Talent Accelerator HERE Join the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.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... ...
Today we had a fantastic conversation with Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research, alongside his colleague Lina Thomas, Commodities Strategist, with Goldman Sachs. Daan joined Goldman in 2015 and previously co-led the Goldman Global Economics team as well as the firm's Canada Economics research effort. He holds a Ph.D. in Economics from MIT. Lina joined Goldman after earning her Ph.D. in Economics from Harvard, where she focused on safe-haven assets. We were thrilled to welcome these Ph.D. powerhouses for a deep dive into a topic we haven't yet explored on COBT – the gold markets and how they intersect with oil, gas, copper, interest rates, tariffs, geopolitics, central banks, structural market changes, and more. In our discussion, Lina provides a detailed overview of the historical inverse relationship between gold and interest rates, and highlights the unusual strength of the gold rally that began in 2022. She describes that the rally was triggered by the freezing of Russian central bank assets in February 2022, which prompted central banks, particularly those geopolitically aligned or close to Russia, to increase gold purchases to reduce reliance on politically vulnerable reserve assets. Lina explains that in addition to modest investor inflows, ongoing central bank demand has played a critical role in sustaining gold's price rise and discusses how geopolitical proximity is a key predictor of central bank gold buying. We explore Goldman's approach to estimating actual central bank purchases, which are underreported in official data, Russia's gathering of gold reserves ahead of its invasion of Ukraine, the effects of the war and subsequent sanctions, and how Russia rerouted its gold exports similar to its post-sanction oil trade. Daan outlines Goldman's copper market outlook, including their view on proposed copper tariffs, the anticipated supply deficit by 2026 due to limited investment in new projects, their copper price forecast, and the key short-term drivers influencing copper prices. We cover gold's unique role as a stock rather than a flow asset, with only about one percent of tradable gold coming from annual mine supply, why central banks favor gold over silver, Goldman's four structural investment themes (Dollar Diversification, Defense Spending, Disinvestment in Supply, and De-risking Energy Systems), the firm's crude oil outlook over the next year, and much more. We greatly appreciate Daan and Lina for sharing their time and perspectives. Mike Bradley opened the discussion by noting that “Trumpatility” has faded considerably, with the S&P 500 Volatility Index now trading near year-to-date lows. Ironically, this introduces some degree of risk as broader markets are now technically overbought. Moody's downgraded U.S. debt by one notch this past week but U.S. bonds and equities shrugged it off, mostly because U.S. bonds don't typically move on ratings changes, but more so on inflation and employment growth, while broader equities are driven mostly by forward earnings estimates. The U.S. dollar weakened slightly on the U.S. debt downgrade while Bitcoin and gold prices are trading near all-time highs, likely a reflection of growing U.S. debt levels. He wrapped up with a roundup of notable Energy & Electricity headlines, including: Blackstone Infrastructure's $11.5 billion acquisition of TXNM Energy; Strathcona Resource's $6 billion takeover offer for MEG Energy; Phillips 66's Proxy vote battle with Elliott (involving four board nominations); Trump's unexpected reversal of his recent shutdown of Equinor's Empire Wind 1 project off Long Island; and the recent decline in Permian oil rig count and the potential associated gas growth implications. Jeff Tillery also joined and peppered in his thoughts to the discussion. We hope you find today's discussion as insightful and interesting as we did. Our best to you all!
What if your next burger could help fight climate change?In this episode of Vedge Your Best, Michele talks with Jonah Goldman, co-founder of PLNT Burger, about how one small idea—born from a childhood trip to an animal sanctuary—grew into a fast-growing plant-based burger chain with a mission: joy, flavor, and planet-friendly impact.Learn how PLNT Burger is:Redefining fast food with a 100% plant-based, kosher, halal, and GMO-free menuUsing radical inclusivity and nostalgia to win over skepticsOffering a live impact calculator to track how much land, water, and carbon you're saving with each orderGiving away a free burger or sandwich just for downloading their appWhether you're vegan, plant-curious, or still craving classic drive-thru flavors, this conversation will challenge how you think about food, activism, and what's possible—one bite at a time. Follow PLNT Burger → @plntburger on InstagramTopics Covered:Jonah's vegan origin story & early activismThe “Plant Believe It” taste test challengeWhy joy and flavor matter more than guiltWhy PLNT Burger avoids the word “vegan” on purposeBuilding change into the business modelSubscribe & Review:If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform. Your feedback helps us grow and share the message of plant-based living with more listeners.For more information, to submit a question or topic, or to book a free 30 minute Coaching session visit micheleolendercoaching.com or email info@micheleolendercoaching.com Music, Production, and Editing by Charlie Weinshank. For inquiries email: charliewe97@gmail.com Virtual Support Services: https://proadminme.com/
How to find hope in these times? I spoke with political scientist Loren Goldman about the principle of political hope: why we should have hope, how to have hope in dark times, and how political hope differs from naïve optimism, faith in progress, or passive reliance on a hidden logic that will save us in the end. Goldman, who is Associate Professor of Political Science at the University of Pennsylvania, is the author of The Principle of Political Hope (Oxford University Press, 2023), where he reveals hope to be an indispensable aspect of much continental and American political thought, especially in the works of Immanuel Kant, John Dewey, Charles Sanders Peirce, William James, Ernst Bloch, Richard Rorty, and others. Our conversation on Goldman's study of hope ends with three concrete lessons to counter hopelessness, cynicism, and despair. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
Storm Paglia and Matt Vespa discuss the latest news of the day! From Donald Trump's successful trip to the Middle East, the media finally admitting they were covering up Joe Biden's decline, genocide in South Africa, and Dan Goldman being an ass, the guys have you covered.
Chip stocks are taking the lead as big tech names like Nvidia and AMD gain – Carl Quintanilla, Michael Santoli, and David Faber broke down the possible return of the AI trade to kick off the hour, along with Goldman's decision to cut their recession odds to 35%... The firm's Chief U.S. Economist joined Post 9 to defend the call. Plus: growing worries over a possible onslaught of container ships amid the 90-day tariff pause with China, but the head of the Port of LA says they're not seeing it yet – bringing the team his latest read from the ground. D.C. headlines also continue to dominate – hear why the CEO of Coinbase is bullish when it comes to positive regulation ahead… Plus, new comments from President Trump when it comes to Boeing - amid a number of reports out of the airlines, and the FAA meets to possibly cut more flights out of Newark. Also in focus: Warner Brothers' pivot back to “HBO Max”; what to expect out of Coreweave results tonight; the latest on eToro, going public today; and a breakdown of the retail movers to watch here. Squawk on the Street Disclaimer
Congressman Dan Goldman joins MeidasTouch host Ben Meiselas for an exclusive interview following his bombshell letter to Attorney General Pam Bondi, demanding answers about the delayed release of the full Jeffrey Epstein Files. Goldman alleges the Trump DOJ is stonewalling the public—possibly at Trump's direction—to hide damaging information, including Trump's own ties to Epstein and Ghislaine Maxwell. Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureTrump's tariffs are now taking its toll on the Chinese economy, bank report a profit drop of 1 billion in the first quarter. Chinese companies are now moving to the US. The GDP numbers that were reported do not show the true picture, next quarter everything will adjust and the US will be coming out of the recession that Biden created. The [DS] is losing every step of the way, the more they try to defend the indefensible the worse it gets. The people are waking up and the country is becoming unified. When we vote in the midterms and we take control of the house and senate Trump and We The People will have the power we need to cast out the [DS] players. Market [9] confirmed, justice is coming, Panic in DC. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/WallStreetMav/status/1919727595836604436 States Chinese Companies Are Moving Their Manufacturing to the U.S. in Order to Avoid Trump's Tariffs (DCNF)—A growing wave of Chinese manufacturers are packing up and moving to the United States under the weight of President Donald Trump's tariffs on Chinese goods. “The United States accounts for nearly 95% of our orders. It's not a market we can afford to lose,” Ryan Zhou, who runs a novelty gift business in eastern China, said, as reported by the SCMP. Zhou is opening a new facility in Dallas next month as a result of a 90% tariff on Chinese shipments to the United States. Zhu Ning, a consultant who advises Chinese firms on overseas expansion, says he's handled more than 100 relocation inquiries in the last four months alone, a level of interest that was unheard of before Trump's tariffs kicked in, per the SCMP. These are not American companies coming back, but they are Chinese companies coming in to the United States for the first time. For years, they undercut American workers by exploiting loopholes and subsidies, leading to an influx of cheap goods and synthetic goods. Now they are scrambling to stay afloat. Now, Chinese petrochemical firms are starting to plant roots in the United States. Ye Yingmin, the founder of a chemical consulting firm in Beijing, says the United States has become a hotbed of interest for Chinese investment. “We're seeing Chinese firms preparing to invest heavily in places like Texas,” Ye told the SCMP. Source: libertdaily.com https://twitter.com/IanJaeger29/status/1919452951984087307 What Recession: Goldman Now Expects Q2 GDP To Surge To 2.4% We didn't have long to wait, and with most banks now quietly revising their economic estimates higher - certainly far more quietly than they were to declare that a recession is imminent - overnight Goldman became the flagbearer (bearing the white flag that is), when Hatzius published a report in which he now anticipates Q2 surging to 2.4% from -0.3%, which would make it higher than the average GDP print reported since the start of 2022. Not only that, but when discussing the -0.3% GDP print for Q1, Goldman said that "inventory investment was significantly understated, which means that GDP was significantly understated too." In short, Q1 GDP will be revised positive, and Q2 could push to 3% or higher! Q1 GDP printed at -0.3% annualized, but frontloading of imports probably significantly understates this number. In theory, frontloading should be neutral because it boosts imports (which enter the calculation of expenditure-side GDP negatively) but raises consumer spending, business fixed investment, and inventory investment (which all enter positively) by an equal ...