Podcasts about Headwinds

Meta Platforms (META) traded down Monday after the company announced its fourth A.I. division restructuring over the last six months. Marley Kayden notes that isn't the only headline generating headwinds. She talks about the recent content risks involving minors now being eyed by the U.S. Senate.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

In this episode, we discuss economic/market headwinds, tailwinds, and resulting crosswinds, and how these create risks and opportunities in the current environment. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode here The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*See omnystudio.com/listener for privacy information.

A "deteriorating long-term outlook" is behind BofA's downgrade on Target (TGT). Marley Kayden breaks down the analysis and weighs the company against Walmart (WMT), highlighting spots where Target is lagging. Dan Deming offers an example options trade for Target.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Cliff Taylor, Irish Times Columnist

C-suite executives face an unprecedented cascade of simultaneous challenges—AI transformation, regulatory upheaval, geopolitical instability, and economic turbulence. Unlike previous generations who weathered single crises, today's leaders must navigate sustained uncertainty that many have never experienced before. So, how can the right mentor transform leadership under pressure? And what makes mentorship relationships truly effective for senior executives? In this episode of Leadership Lounge, we talk to three of our trusted advisors—Kurt Harrison, Amanda Foster, and Jeffrey Cheng—who share their perspectives on: Why seeking the support of a mentor doesn't equate to weakness Why finding mentors with experiential alignment is more important than industry experience Why vulnerability and authenticity are critical in building fruitful mentor-mentee relationships The common mistakes leaders make when entering mentorship engagements "Mentorship is not remedial. It's developmental, and it's all part of an agile, constantly learning mindset, which keeps executives fresh in how they look at the future rather than looking backwards." Amanda Foster, Leadership Advisor, Russell Reynolds Associates Four things you'll learn from this episode: Seek mentors who've weathered multiple crises—their battle-tested wisdom is invaluable when facing today's sustained uncertainty. Mentorship isn't remedial—it's about gaining fresh perspectives that keep even experienced leaders sharp. Having an external mentor means a leader can be vulnerable without career consequences—they can discuss real struggles openly. Come prepared with clear goals and be genuinely open—mentorship is a relationship, not a transaction. In this episode, we will cover: (00:01:56) How sustained uncertainty differs from episodic crises and why this changes mentorship needs (00:04:02) Why cross-industry mentor-mentee pairings are often the most successful (00:10:07) The importance of building authentic mentorship relationships (00:14:18) How external mentors provide objective perspectives often impossible internally (00:15:48) Strategies for maximizing value from mentor relationships through preparation and goal-setting A closer look at the research from this episode: Global CEO Turnover Index | Russell Reynolds Associates Global Leadership Monitor | Russell Reynolds Associates

The 2025 rally in Uber Technologies (UBER) was a "move we've been expecting for quite a while," says LikeFolio's Andy Swan. However, he argues its moat is now being threatened. App usage data shows competitors like DoorDash (DASH), Lyft Inc. (LYFT), and Alphabet's (GOOGL) Waymo picking up steam. Andy thinks Uber needs partners and a greater focus on autonomous driving to maintain its future in the rideshare space. ======== 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

Phil Kafarakis covers the latest restaurant earnings. He breaks down Brinker (EAT), owner of Chili's: “they have found the magic.” He says the chain has “incredible things” going on in their advertising, is making their restaurants more efficient, and is attracting a younger crowd. On Cava (CAVA): “it's a shame” everyone is jumping off the stock, he says after a mixed earnings report. “They're attracting that professional group” that pays for a more expensive meal, he argues. He also surveys industry trends, including navigating supply chains and inventory.======== 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

Episode 208 of The Adventure Podcast features writer, adventurer and father, Mark Agnew. Mark is a self-confessed failed adventurer, at least he was, until he became one of the first people to kayak the entire Northwest Passage under human power. This is the second time Mark has been on the podcast. The first was not long after he'd come back from this major expedition, and it's always fascinating to learn what's changed in someone's mind after time has gone by and they've had time to reflect. Matt and Mark cover some of the same ground in this episode, but it's clear that Mark is looking at things differently now. In this conversation, Mark opens up with rare honesty about failure, redemption, and the shifting tide of ego. They discuss the year long court case hanging over him and the expedition. He talks about fatherhood, about needing adventure and feeling guilty for needing it. About rethinking what success looks like, and learning to pursue experience, camaraderie, and meaning, rather than just the finish line. This is a conversation about discomfort, doubt, and quietly rebuilding your inner world. It's about how adventure can hold a mirror to who we are, and how the version of us that emerges on the other side isn't always who we expected to become.For extra insights from the worlds of adventure, exploration and the natural world, you can find The Adventure Podcast+ community on Substack. You can also follow along and join in on Instagram @‌theadventurepodcast.Support this show http://supporter.acast.com/the-adventure-podcast. Hosted on Acast. See acast.com/privacy for more information.

From “old school” operations to leading tech-driven beverage innovation—Jarrett Whitlow has seen it all. In this episode of Heroes & Headwinds, the SVP Beverage Strategy at Botrista talks industry shifts, navigating today's headwinds, and what's next for the beverage sector. He even shares his take on Red Lobster's future and hard-earned advice for thriving through change.

BUSINESS: Philippine economic growth to miss targets with headwinds intensifying, says BMI | Aug. 9, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein #TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

NS tyranny,5 audo CEO's tell the government “serious damage” will occur if they go forward,Rule of law means nothing in Canada, the judiciary is race based nonsense now,Intel chip maker has ties to china and maybe compromised intel to china,Canadian Sovereignty act - taking control of and defining what Sovereignty means before the Alberta sovereignty and Canadian sovereignty take on a life of their own,Checklist for going live:Name of stream changedIntro songGood Morning, Everyone! Today is date#Cpd #lpc, #ppc, #ndp, #canadianpolitics, #humor, #funny, #republican, #maga, #mcga,Sign Up for the Full ShowLocals (daily video)Sample Showshttps://canadapoli2.locals.com/ Spotify https://podcasters.spotify.com/pod/show/canadapoli/subscribePrivate Full podcast audio https://canadapoli.com/feed/canadapoliblue/Buy subscriptions here (daily video and audio podcast):https://canadapoli.cm/canadapoli-subscriptions/Youtubehttps://www.youtube.com/c/CanadaPoli/videosMe on Telegramhttps://t.me/realCanadaPoliMe on Rumblehttps://rumble.com/user/CanadaPoli Me on Odysseyhttps://odysee.com/@CanadaPoli:f Me on Bitchutehttps://www.bitchute.com/channel/l55JBxrgT3Hf/ Podcast RSShttps://anchor.fm/s/e57706d8/podcast/rss

Despite global headwinds in ESG, Southeast Asia’s sustainable finance market is still going strong. What is Southeast Asia is getting right? Kevin Lee, Group Head of Sustainability at CGS International, gives us a closer look at how innovation is powering real, credible change in sustainable finance. Produced, edited and presented by Audrey SiekSee omnystudio.com/listener for privacy information.

Send me a messageIn this episode of Climate Confident, I sit down with Chris Moyer, President of Echo Communications Advisors, to unpack the tension at the heart of today's clean energy movement: how do we keep momentum when federal politics try to slam the brakes?Chris has spent nearly 20 years advising senators, campaigns, and climate leaders on shaping public narratives that drive real policy change. He brings insider perspective on what's happening behind the headlines in Washington, and why it matters even if you're far outside the Beltway.We explore:How startups and states are stepping up where federal government is stepping backWhy reframing messages around “jobs,” “energy dominance,” and “winning the future” is essential, even if it feels uncomfortableWhat's behind geothermal's global resurgenceHow permitting delays are silently throttling the clean energy transitionThe role of corporate advocacy, and where it's falling shortThis one's for anyone navigating climate action in turbulent political waters, whether you're based in the US or watching its influence ripple globally.

In this episode of the Contested Ground podcast, Major General (Ret'd) Dr Marcus Thompson, Phil Tarrant and Liam Garman unpack the Cambodia–Thai military confrontation and Australia's economic landscape.  Tarrant and Thompson begin the podcast reflecting on Exercise Talisman Sabre, highlighting how the biennial drills continue to grow in scale and strategic significance with the involvement of multiple partner nations, the live-fire deployment of HIMARS systems, and the strengthening of interoperability between allied forces. The conversation then turns to rising regional tensions, specifically, the flare-up on the Cambodia–Thailand border. Garman explores the historical context behind the clashes and the implications of leaked diplomatic communications, offering a broader perspective on the fluid and often volatile nature of Southeast Asian geopolitics. Zooming out further, the hosts examine internal shifts within the Chinese military. Thompson analyses the recent purges of senior People's Liberation Army figures and what these changes might signal about Beijing's strategic posture in the lead-up to the widely discussed 2027 timeline regarding Taiwan. Finally, the team brings the conversation back to Australian shores, with Tarrant raising concerns over domestic defence priorities while Garman shares his concerns over the national security implications of Australia's sluggish economy.  Enjoy the podcast, The Contested Ground team

The former Commissioner of Bureau Statistics weighs in on the absurdity that is Trump's decision to fire her successor following a weak jobs report; why a high-ranking U.S. official's trip to Gaza may be a substitute for action and not a call to it; and Abdi Nazemian's young-adult novel “Like A Love Story” is the subject of this week's “Velshi Banned Book Club.”

Robin Aigner 'Coney Island Ride" - VolksingerCarrie Elkin & Danny Schmidt "Longing Makes The Wave" - For Keeps www.carrieelkin.com www.dannyschmidt.com Brett Dennen "Desert Sunrise" s/t www.brettdennen.live Sam Weber "los-angeles-ca.cloud" - Shape Confused Cowboy Be You www.samweber.fun Blue Haiu "Light Of A Thousand Suns" - Heat Beneath The Waves Lucy Kaplansky "Last Days Of Summer" - The Lucy Story www.lucykaplansky.com ******************************Jess Klein "Overcome" - When We Rise www.jessklein.com Jaimee Harris "Boomerang Town" - Boomerang Town www.jaimeeharris.comOrdinary Elephant "Rust Right Through" - Honest www.ordinaryelephant.net Justine Giles "Past Life" wwww.justinegiles.com Drea Lake "4U" www.drealake.com Malia Rogers "Stay" - Chameleon www.maliarogers.com Shotgun Curly "My Boyfriend's Name Is Brooklyn" www.shotguncurly.com Deni Bonet "Raise The Roof" - Bright Shiny Objects www.denibonet.com ***********************Daniella Binyamin "Jungle" - Poetry 1992 Sabina Chantouria "Changes" www.sabinachantouria.com Reaven "Free Your Mind" www.reavenmusic.net Pink Turns Blue "Fighting For The Right Side" - Black Swan www.pinkturnsbluetour.com Boneheads "Lonesome Cowboy" www.theboneheads.ca Redwood City "Kept In Mind" www.redwoodcity.co.uk **********************Dead Reynolds "Parasite" www.deadreynoldsband.co.uk Youth Killed It "Johnny Bravado" www.youthkilledit.com Tenderhooks "Gone Way Out East" www.tenderhooks.co.uk The Chiefs "Jeffrey" - s/t Sorry X "R U DWN" www.sorryxmusic.com *************************John McCutcheon "Ms St. Louis" - Field Of Stars www.folkmusic.com The Kennedys "Little Green Bottles" - Headwinds www.kennedysmusic.comBuskin & Batteau "Living On The Edge Of Dreams" - Red Shoes and Golden Hearts www.buskinandbatteau.com SONiA disappear fear "Farmland and the Sky" - Broken Film www.soniadisappearfear.com Jesse Terry "Gunpowder Days" - Arcadia www.jesseterrymusic.com Sam Robbins "Another Wall To Build" - Bigger Than In Between www.samrobbinsmusic.com Goldpine "About Tomorrow" - Two www.goldpinemusic.com

In this episode of the Contested Ground podcast, Major General (Ret'd) Dr Marcus Thompson, Phil Tarrant and Liam Garman unpack the Cambodia–Thai military confrontation and Australia's economic landscape.  Tarrant and Thompson begin the podcast reflecting on Exercise Talisman Sabre, highlighting how the biennial drills continue to grow in scale and strategic significance with the involvement of multiple partner nations, the live-fire deployment of HIMARS systems, and the strengthening of interoperability between allied forces. The conversation then turns to rising regional tensions, specifically, the flare-up on the Cambodia–Thailand border. Garman explores the historical context behind the clashes and the implications of leaked diplomatic communications, offering a broader perspective on the fluid and often volatile nature of Southeast Asian geopolitics. Zooming out further, the hosts examine internal shifts within the Chinese military. Thompson analyses the recent purges of senior People's Liberation Army figures and what these changes might signal about Beijing's strategic posture in the lead-up to the widely discussed 2027 timeline regarding Taiwan. Finally, the team brings the conversation back to Australian shores, with Tarrant raising concerns over domestic defence priorities while Garman shares his concerns over the national security implications of Australia's sluggish economy.  Enjoy the podcast, The Contested Ground team

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:26    Sanctions hit Nayara09:19    Headwinds for Indigo17:59    TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.  

Infosys remains optimistic about recruitment even as rival TCS prepares for a significant workforce reduction in the wake of AI-driven business squeeze. Listen to Infosys CEO Salil Parekh's exclusive interview with Moneycontrol. In other news, we dive deep into Tata's acquisition of Iveco and Swiggy's reevaluation of its investments in Rapido. Also find: economists' take on Trump's tariff aftermath and a round-up of boardroom gossip.

Frank Holmes, chief investment officer at U.S. Global Investors — also the executive chairman at Hive Blockchain — says that investors should adjust to market conditions that are “sunny but … windy,” with more volatility and changing conditions but generally pleasant and not hard to navigate through “because we're in a secular bull market.” Holmes discusses the recent strength in the gold market — where he advocates for a mix between holding the metal and owning miners — and in crypto markets, where he says adoption is key to continued growth and value creation. Deb Boyden, head of U.S. defined contribution at Schroders discusses the firm's annual Retirement Survey, which showed that Americans who are retired are facing a reality that is significantly different than what they expected during their earning and accumulating years, which is adding surprising amounts of financial stress to their golden years. Plus Chuck answers a question from a listener who, like Chuck's wife Gail, has a portfolio that is too heavy on equities, where he needs to figure out how to best make changes to better reflect age and risk tolerance.

Didi Caldwell sees a lot of headwinds for the food manufacturing industry between tariffs, an increasing regulatory environment, weight loss drugs, and the Trump administration's deportations. “Food manufacturing tends to be very regional,” she explains, and discusses how her company helps them find the best places to set up shop. She doesn't necessarily think European companies will move to the U.S. just because of tariffs. There's also a fight for resources, such as energy and water, that are also demanded by data centers.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Planned Parenthood of Illinois has named a new CEO as financial pressure on the nonprofit provider keeps building. Crain's contributor Jon Asplund discusses with host Amy Guth.Plus: Chicago wins dismissal of Trump suit over sanctuary city policy, jury sides with CME in $2.1 billion class action by former pit traders, former Loop W hotel goes up for sale and O'Hare closing in on passenger traffic record after years of recovery.

Tesla (TSLA) sold off after missing earnings for the second quarter in a row. Elon Musk himself said "we probably could have a few rough quarters." Hatem Dhiab understands the selling action and says it's "impossible" not to be concerned about the company's short-term prospects. The removal of tax credits for EVs is a major headwind Hatem sees moving forward, along with rising competition in autonomous driving.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode of Heroes & Headwinds, we sit down with Darden Coors and Jenn Ruppert—CEO and VP of Marketing at Salad Collective—for an inside look at the launch of their bold new MAD Greens menu. Beyond the food, they share candid stories from their dynamic careers, offering insight into leadership, creativity, and what it takes to build a brand with purpose. It's a thoughtful, energizing conversation you won't want to miss.

This week's episode covers the S&P 500's new record highs as US fiscal policy proves stimulative, despite ongoing tariff headlines and persistent inflation concerns. We examine the fresh trade deal with Indonesia, rising political uncertainty in Japan, and what August's looming tariff deadline could mean for global trade. Q2 earnings season is underway, with strong results from US banks and tech stocks. We explore what these developments could mean for portfolio positioning amid shifting market dynamics. This episode is presented by Eric Mak from the Equity Research Asia team at Julius Baer.

Send us a textPepsiCo's latest earnings surprised Wall Street, sending shares up even as U.S. demand slipped. In today's Market Outsiders, Namaan and Jenny Rae unpack what's driving the numbers, from price increases and consolidation to the rise of challenger brands and new distribution models. They break down how shifting consumer tastes, global supply chains, and strategic M&A are shaping the future of food and beverage. If you want to understand the levers big players are pulling - and what it means for your own decisions - this conversation is for you.Additional Resources:PepsiCo's 10-Q quarterly report for Q2 2025Previous Market Outsiders episode: Inside Ferrero's $3.1 Billion Play for WK KelloggSamsung vs Hershey Business BreakdownJoin Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.Subscribe to the Market Outsiders feed for daily episodes (Apple, Spotify).Follow Management Consulted on LinkedIn and subscribe on YouTubeConnect with Namaan and Jenny Rae on LinkedInReal Talk About MarketingAn Acxiom podcast where we discuss marketing made better, bringing you real...Listen on: Apple Podcasts SpotifyConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.

Earnings season is here, and Wall Street's heavyweights came out swinging. Anthony and Piers unpack how Goldman Sachs and Morgan Stanley crushed Q2, driven by record trading revenues and a surprise rebound in deal flow.They explore Morgan Stanley's booming wealth arm with $59 billion in fresh inflows, and how JP Morgan's universal model is thriving, from trading floors to retail lending. Plus, BlackRock's puzzling $52 billion client pullout, a bond ETF surge, and crypto ETFs making noise.Also: inflation surprises in the UK and US, and Trump's “Twaco” trade rakes in $64 billion in tariff revenue. A easy to understand breakdown of the macro forces steering the summer markets.(00:00) Intro & Themes in Focus(01:30) Goldman Sachs, Morgan Stanley Earnings(08:07) The Goldman Model Business Explained(10:01) What is FICC and Equities in a Bank?(16:18) Wealth Management and Its Importance(20:46) J.P. Morgan: How a Universal Bank Works(24:35) BlackRock Q2 earnings summary(31:30) Inflation Trends in the UK and US(39:44) Trump Tariff Revenues & TWACO

Marley Kayden analyzes ASML Holding's (ASML) sell-off sparked by narrower FY2025 guidance and lack of confidence on 2026 outlook from the CEO. However, the company still beat on earnings. Marley talks more on the ripple effect across the A.I. industry and whether it will create issues for giants like Nvidia (NVDA), TSMC (TSM) and AMD Inc. (AMD).======== 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

Headwinds for Trump's tariff economy. Are rising prices just a blip or the first drip? Plus, they demanded the files, they promised the files, and now Republicans vote to hide the files as President Trump floats another excuse to keep Jeffrey Epstein a mystery.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

In today's episode of iGaming Daily, brought to you by Optimove, Charlie Horner, SBC's Media Manager, takes the hosting seat as he's joined by SBC's "Two Teds" - Ted Menmuir and Ted Orme-Claye - as the three talk the global gambling industry's 2025 interim results. Leading gambling firms are under scrutiny as analysts and investors assess their performance amid mounting tax pressures across key markets like the UK, Netherlands, and France.The trio highlight the most important signals for investors and stakeholders in this high-stakes environment. With the post-COVID boom behind us, the focus has shifted sharply toward cost control, free cash flow, and bottom-line profitability. The "Two Teds" break down how ongoing legislative shifts, such as the UK Gambling Act review, and increasing market saturation are reshaping operator strategies. Looking ahead, thre three explore the industry's uncertain future as increased taxation may lead to cost-cutting, reduced marketing spend, and potential workforce reductions. Could we see a wave of M&A activity as companies navigate this turbulent period? They also discuss the impact of these dynamics on global players like Entain and Flutter, and how newer markets such as Brazil are performing under pressure.Host: Charlie HornerGuests: Ted Menmuir & Ted Orme-ClayeProducer: Anaya McDonaldEditor: James Ross & Martyn ElliottiGaming Daily is also now on TikTok. Make sure to follow us at iGaming Daily Podcast (@igaming_daily_podcast) | TikTok for bite-size clips from your favourite podcast. Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

If you've been listening to this show for a while you will know that I'm a proponent of the law of supply and demand. To me, the law of supply and demand is a little like gravity. If you choose to try and fool gravity, you're probably going to end up on the losing end of that bargain. It's the same with supply and demand. On today's show we are looking at three forms of downward pressure being exerted in the student housing arena. I'm going to make the simplifying assumption that over the next year or two, the amount of supply of student housing is not going to change dramatically. The real issue is on the demand side. This is a segment that quite frankly has been under pressure from simple demographics. Birth rates are down and the number of students enrolling is down. There are a number of new borrowing limits that affect government sponsored student loans in the latest tax legislation that was signed on July 4.During times of falling domestic demand for a university education, many schools try to make up the shortfall with foreign students. But here too  we are seeing falling numbers of international students coming to the US for university. This is another headwind for student housing. Layer on top of these headwinds the fact that some student housing providers had financed their properties at much lower interest rates than today's market rates. These properties will face substantially higher debt service costs when it comes time to refinance their existing debt. -------------**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)  

Astellas is doubling down on gene therapy while others retreat. Richard Wilson, SVP at Astellas Gene Therapies, joins In Vivo to discuss why the company believes AAV technology will transform medicine despite current industry headwinds.

Singapore’s Q2 growth surprises—so why is momentum fading? Michelle Martin unpacks OCBC’s leadership shift, NTT DC REIT’s hot listing, and FedEx’s robot deliveries. Kraft Heinz considers a mega spinoff, Grab takes a downgrade, and Creative warns of losses. Plus, how Trump’s tariff shockwaves may reshape global trade deals with Europe and Mexico. The STI flirts with the 4,100 mark—how are SingTel and Yangzijiang faring? Hosted by Michelle Martin Companies Mentioned include:OCBC, DBS, UOB, Great Eastern, NTT, BlackRock, Fidelity, FedEx, Mapletree Industrial Trust, JPMorgan, Citigroup, Bank of America, Goldman Sachs.See omnystudio.com/listener for privacy information.

Markets are on a record tear, but beneath the surface, there are signs of consumer unease. Sarah Henry says despite strong employment numbers, like the 4.1% unemployment rate, and solid earnings, there are legitimate hard data concerns. Henry notes a potential 40-basis-point hit to GDP from tariffs, which could impact inventories for back-to-school and the holiday season, and says value-seeking consumers are here to stay, favoring private labels and companies with optimized supply chains.======== 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

William Blair macro analyst Richard de Chazal discusses the Fed's softer tone, how companies are adapting to tariffs and labor shifts, and why housing and hiring trends are setting the stage for a dynamic second half of 2025.

Nike's earnings shot the stock up 18% in a two-day period. Is this stock still a buy?GE Vernova remains an energy pure play in the artificial intelligence field.

Rebecca Walser sees cloud computing and A.I. adding tailwinds across the Mag 7. Out of the group, the two she's wary on are Alphabet (GOOGL) due to A.I. search engine competitors, and Apple (AAPL) as it catches up in the A.I. race. On the Mag 7 overall, Matt Tuttle says "I don't love them, I like them," pointing out headwinds he sees in the group. However, he sees potential in Tesla (TSLA) and argues "you can't bet against Elon Musk."======== 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

Mohamed El-Erian says it's getting harder to believe the Fed is apolitical. President Trump's mega bill hits a snag in the Senate. Plus, what  Zohran Mamdani's NYC primary win means for regional banks. 

Today we're joined by Mark Agnew, a writer, journalist and motivational speaker who made history as part of the first group to ever complete the Northwest Passage by kayak. We talk all about the resilience required to undertake the 2,000 mile trip, the unexpected joy of headwinds and close encounters with polar bears. We also discuss the true meaning of adventure and how you often don't need to travel to a far-flung corner of the world to have a rewarding experience.Mark's brand new book There Will be Headwinds is out 3rd July. Hosted on Acast. See acast.com/privacy for more information.

Tariffs, Fed shifts and a newly normalized yield curve — Doug Gimple breaks down what fixed income investors need to know heading into the second half of 2025.

Carnival (CCL) shares are up more than 40% over the last year, but have pulled back from recent highs. Despite this, the company's record earnings and strong forward-looking booking mentions are positives. However, Likefolio's Megan Brantley notes that CCL's high debt-to-equity ratio and exposure to budget-conscious consumers could be headwinds. Additionally, changes to its loyalty program have sparked a consumer backlash, which could impact sentiment and demand. With the job market showing signs of potential weakness, Brantley says CCL's stock may be more vulnerable to a slowdown than its peers, such as Royal Caribbean (RCL) and Norwegian (NCLH).======== 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

KB Home (KBH) reports its numbers after the bell today, but don't expect a home run. With mortgage rates still near 7%, the housing market faces headwinds. Melissa Armo and Michael Singleton share their takes on the homebuilder's prospects, citing concerns over revenue, margins, and profits. They also weigh in on peers like DR Horton (DHI) and Lennar (LEN), as well as the broader impact of tariffs and labor market shifts on the industry.======== 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

Bitcoin OG Max Keiser reminds us that $2,200,000 Bitcoin price STILL in play: "Bitcoin is meeting geopolitical headwinds from disgruntled no-coiners and fiat money worshipping zealots. $2,200,000 still in play." Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's episode, Modern Retail's senior reporters Gabriela Barkho and Melissa Daniels discuss two major topics shaking up the retail world. First, they dive into Labubu dolls, which suddenly seem to be everywhere. They explore how the viral phenomenon started and why it is driving big-ticket resale purchases. Then, they dive into recent news around the state of employment in the retail industry, as almost 11,500 retail jobs were cut in May, per Challenger, Gray & Christmas. Then (13:30), this week's featured segment brings together three expert furniture executives to discuss how a historic housing slump is affecting the sector. Daniels leads a discussion featuring Nicole Chaloux-Pinette, head of category management and business development at Perigold; Jiake Liu, co-founder of direct-to-consumer outdoor furniture brand Outer; and Lee Mayer, co-founder and CEO of Havenly Brands. Mortgage rates are at 6.89%, and the National Association of Retailers says April saw month-over-month transaction losses in all U.S. regions. This is a major headwind for furniture companies that typically rely on new home sales to help drive business. While the panelists all run very different businesses, they shared similar strategies around how to serve existing customers, create acquisition opportunities, and invest in opportunities that will lead to growth.

In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods, joins Scott Becker to discuss the current state of the healthcare deal market, the rise of digital health and IT solutions, and the broader economic and policy factors shaping private equity activity in 2025.

The job market is getting tighter, and that is a big challenge for recent college grads. Today, Colorado Sun business reporter Tamara Chuang talks about why and what options and opportunities are out there for younger folks entering the workforce. Read more: https://coloradosun.com/2025/06/09/social-skills-key-for-college-grads-entering-a-challenging-job-market/ See omnystudio.com/listener for privacy information.

In this episode, Matt Wolf, Valuation Leader and Healthcare Senior Analyst at Elliott Davis, unpacks how higher interest rates, global financial uncertainty, and a shift away from traditional add-on acquisitions are reshaping private equity strategy, especially in the healthcare and lower middle markets.