Podcasts about Headwinds

With Strait of Hormuz constraints reshaping global supply routes, Latin America is stepping into the spotlight. In this episode, Jeff Mower, Kate Winston, Sheky Espejo and Charles Newbery unpack how producers across the region are positioned for upstream expansion. What are producers learning from Argentina's drive to boost Vaca Muerta oil output and exports? What does Colombia's upcoming election mean for oil growth? What will it take for investors to spend in Venezuela? Let's dive into what could drive the next wave of growth.  

Robert Conzo says it's "hard not to feel FOMO" with the recent earnings and stronger-than-expected jobs report offering reprieve. He says inflation lingers as a dark cloud over the economic landscape, and even more so for new Fed Chair Kevin Warsh. Robert also talks about the investment strategies he's using as markets march back toward record highs. ======== 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

Seana Smith says "it's encouraging" to see dip-buyers in the stock market after Friday's steep sell-off. She's looking for trends in the AI trade that reinforce demand as several corners of the tech sector see shortages. One challenge ahead lies in interest rates, as Seana explains new Fed Chair Kevin Warsh's conundrum on balancing rising inflation with job strength. She also touches on crude oil prices and risks ahead in the energy trade. ======== 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

Shelly Antoniewicz of the Investment Company Institute points to a resilient U.S. economy, highlighting strength in the labor market, consumer spending, and business investment. She also underscores strong ETF adoption while noting inflation pressures and expectations for tighter Fed policy.======== 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

Sal Mercogliano talks about the global supply chain and how the U.S.-Iran War is impacting the global economy. He says even though we're seeing crude oil still making its way to the market, the problem is justifying the costs to cover travel. Sal covers what shipping trends to monitor and says he is not expecting volatility to cool even if "peace in the Middle East" happens tomorrow.======== 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

Close to one in five Americans are over 65, double the ratio two decades ago. This is a consequence of both people living longer, and of declining fertility rates. Melissa Kearney joins EconoFact Chats to discuss the fall in fertility rates and to explain the challenges from these demographic shifts, including financial strains on Social Security and Medicare, shrinking local tax bases, and reduced business dynamism. She also highlights why immigration is only a partial fix, and why pro-natal policies like child tax credits are unlikely to meaningfully raise birth rates. Melissa is the Gilbert F. Schaefer Professor of Economics at the University of Notre Dame, where she recently launched the Strengthening Families Research Initiative. She is also the Director of the Aspen Economic Strategy Group.

Send us Fan MailSend us Fan MailSchedule an Rx AssessmentWhat's really going on with peptides, AI, and the future of independent pharmacy? Turns out, quite a lot.Dr. Nicolette Mathey, PharmD, Founder and CEO of Atrium24 and Dotti CRM, for her quarterly update on the independent pharmacy landscape.We talk about:Headwinds and tailwinds for Q2 of independent pharmacyUpcoming PCAC meeting and what it means for peptide compoundingThe dangerous peptide gray marketHow AI is eliminating inefficiencies and transforming pharmacy salesAnd more!Stay connected with Nicolette, Atrium24, and Dotti: Nicolette's LinkedInAtrium24 WebsiteAtrium24 FacebookAtrium24 LinkedInStay connected with us: FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterBonnie Bond – CPA LinkedInBonnie Bond – CPA Twitter More resources on this topic: Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24Podcast – A Pharmacists Run for Congress with Dr. Didi Okpareke, PharmD, RPhPodcast – KPIs for the Rapid Growth Pharmacy with Jim Hrncir, R. Ph, Owner of Las Colinas Compounding Pharmacy

Karen Terry, corporate vice president, head of insurance research, LIMRA, discusses 2026's strong start in the U.S. individual life insurance market, with a 10% rise in first-quarter sales driven by demand, distribution growth and underwriting.

In a surprise move, the Trump administration announced that it was retreating from a $1.776 billion-dollar Anti-Weaponization Fund that would have been established as part of a settlement President Donald Trump made with the IRS over leaked tax returns. The fund was intended to compensate people who believe they had been unjustly targeted by the Biden administration's Justice department, including people involved in the Jan 6th attack on the capitol. The fund was already in legal limbo after one court put the fund on hold last week while a second re-opened the IRS case for further scrutiny. Meanwhile, pushback from both Republican and Democratic lawmakers had mushroomed. We spoke before this news broke with USA TODAY Justice Department Correspondent Aysha Bagchi about the dramatic legal and political headwinds the Trump administration was facing. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rob Thummel believes crude oil prices will stay above $90 a barrel, so long as the U.S. and other countries continue to take barrels out of their inventory. That said, the U.S. remains the world's biggest supplier of oil and natural gas, and Rob expects other countries to strengthen ties in order to have a reliable oil supply. In equities, Rob likes Cheniere Energy (LNG), Williams Companies (WMB), and Vistra (VST). ======== 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

Delivra Health Brands CEO Gord Davey joined Steve Darling from Proactive to discuss the company's financial and operating results for the three and nine months ended March 31, 2026, highlighting the impact of geopolitical disruptions on international sales while emphasizing the continued strength of its core brands and growing e-commerce business. Delivra Health's portfolio includes the well-established Dream Water® and LivRelief™ brands, which are focused on addressing common consumer health concerns including sleep support, chronic pain management, anxiety relief, and overall wellness. Despite facing external challenges during the reporting period, management said consumer demand for the company's products remains resilient across key markets. Davey explained that quarterly and year-to-date revenue was primarily affected by reduced sales from the United States to the company's distribution partners in the Middle East. Ongoing geopolitical tensions in the region, including disruptions associated with the closure of the Strait of Hormuz, significantly impacted the movement of goods and delayed shipments of Dream Water® products to distributors and retail partners. These disruptions accounted for much of the decline in sales compared with the same period in the previous year. As a result, Delivra reported a 24% decrease in net revenue, driven largely by lower Dream Water® sales into international distribution channels. The company also faced additional pressure from rising costs for certain product ingredients, creating further short-term challenges for margins and overall financial performance. Despite these temporary setbacks, management remains optimistic about a recovery in international sales. Davey noted that the company expects shipping and delivery activity into affected regions to resume during the fourth quarter and into fiscal 2027. Delivra has already received new order commitments and growth forecasts from international partners, providing confidence that sales volumes can return to historical levels once logistical constraints ease. Meanwhile, the company continues to see encouraging progress in its direct-to-consumer and e-commerce operations. Dream Water® Canada generated a 13% increase in year-to-date e-commerce sales, while LivRelief™ recorded an even stronger 32% increase over the same period. Management believes these results demonstrate strong brand loyalty, increasing consumer engagement, and a growing level of repeat purchases across North America. The company also completed the transition of its licensed LivRelief™ Infused product portfolio, a move designed to support a more efficient distribution model and improve long-term market reach. Management expects the revised channel strategy to strengthen future sales performance and enhance customer access to the product line. Looking ahead, Delivra Health is actively working to optimize distribution channels, improve inventory flow, and capitalize on expanding e-commerce opportunities. Management believes these initiatives, combined with the anticipated normalization of international shipments, will help stabilize operations and support accelerated growth throughout fiscal 2027. #proactiveinveestors #delivrahealthbrandsinc #tsxv #dhb #otcqb #dhbuf #DreamWater #GlobalExpansion #DreamWater #LivRelief #CBD #Cannabis #Wellness #Topicals #Canada #ConsumerGoods #LivRelief #Healthcare #CannaTech

It's still all about tech, says Kevin Green when turning to the stock market's action. He talks about Nvidia's (NVDA) planned AI infrastructure expansion and RTX Spark causing shares to rally ahead of Monday's opening bell. However, KG points to hedging activity ramping up as technical indicators highlight an overbought market. He also talks about comments Fed governor Jerome Powell made over the weekend regarding the FOMC's independence. ======== 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

David Bragg doesn't see a freezing in real estate supply, though apartments may be overtaking demand due to family dynamics taking shape in the U.S. He offers a full picture perspective on the housing market by highlighting the headwinds and tailwinds ahead of the REITweek investor conference. ======== 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

Hostilities in the Middle East escalate, causing crude oil prices to spike at the start of Monday's trading session. Kevin Green explains how headlines from Iranian officials generate new headwinds for the energy trade should they materialize. In equities, KG touches on Berkshire Hathaway's (BRK/B) $6.8 billion acquisition of Taylor Morrison Home (TMHC) and Barry Diller's People Inc. preparing a $18 billion bid for MGM Resorts (MGM). ======== 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

Ellen Wald and Carly Garner discuss oil prices and geopolitical tensions, noting that the long-term outlook for oil has passed the point of return for supply concerns. Ellen says commercial stocks serve as a buffer and sees no end to the oil shortage situation, while Carly is optimistic on that the Strait of Hormuz won't serve as a critical chokepoint to the energy trade. ======== 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

Tariffs, consolidation, and inflation are transforming medical device manufacturing. Wipfli's Cara Walton discusses how these industry trends are reshaping production processes and what medtech companies can do to stay ahead.

Paul joins the podcast to discuss MSP M&A trends and what 2026 may look like after years of consolidation driven by PE-backed platforms, self-funded acquirers, listed buyers, and newer permanent capital vehicles. He explains why the market has been attractive (fragmentation, cloud migration, cyber demand, COVID-driven working changes, inflation-led price increases) but notes the bar is rising for sellers amid economic headwinds, lower price rises, and AI-driven efficiency that may pressure support rates while also creating advisory opportunities and margin protection. Paul breaks down five buyer types, including Evergreen-style permanent capital that buys without heavy integration and offers supplier and group benefits. He advises sellers to plan early, clarify personal and business goals, avoid approaching everyone, optimise operations, and choose experienced M&A advisors and lawyers, with up-to-date financial and tax records.   00:00 Welcome and Setup 00:33 2026 MSP M&A Outlook 02:18 Market Drivers and Headwinds 06:01 Who the Buyers Are 09:26 Choosing the Right Exit Partner 12:42 Why Exit Planning Matters 14:49 Optimising for a Future Sale 18:14 Money Goals and Life Purpose 23:14 Building the Right Team 23:53 Picking Advisors and Process Timeline 28:57 Wrap Up and Contact Details   Connect with Paul Vanstone on LinkedIn by clicking here – https://www.linkedin.com/in/cls946167290/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

Technicals are turning bearish in the semiconductor names, says Nate Peterson with Charles Schwab. He has his eyes on Marvell's (MRVL) earnings after the close, which he sees as a potential bellwether for the sector's direction. Nate also shares worries of a "sell the news" situation once the U.S. and Iran reach a peace agreement. On the macro front, Mike Townsend breaks down the state of the midterm elections and explains why the GOP agenda can "turn sideways." ======== 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

Great museums can drive tourism, and the Bay Area has no shortage of world class institutions. But museums everywhere are facing rising costs, declining fundraising support, and lower attendance. Last month, the Cal Academy of Sciences laid off more than fifty employees. Yet, public support for museums remains high, museums' clientele has steadily diversified and many museums are managing to do well. With summer around the corner, we'll check in on the state of Bay Area museums. Guests: Lori Fogarty, executive director, Oakland Museum of California Dr. Soyoung Lee, The Barbara Bass Bakar Director and CEO, Asian Art Museum Sarah Hotchkiss, senior editor, KQED Arts & Culture Laura Zander, chief growth and operating officer, Exploratorium Teddy Vollman, chapter president, CalAcademy Workers United Learn more about your ad choices. Visit megaphone.fm/adchoices

Ross Stores (ROST) posted earnings at the end of a week packed with retail reports. Chris Wang believes the big box retailer's growth can continue to outpace competitors as consumers become more value conscious. Brett Husslein of Morningstar sees gains continuing short-term but notes the company faces long-term headwinds should inflation stay high. Ross Stores (ROST) posted earnings at the end of a week packed with retail reports. Chris Wang believes the big box retailer's growth can continue to outpace competitors as consumers become more value conscious. Brett Husslein of Morningstar sees gains continuing short-term but notes the company faces long-term headwinds should inflation stay high.

Ahmed Riesgo says he is still "structurally bullish" due to earnings, though he takes issue with the run up in stocks on during a time that's traditionally down during midterm years. He adds that the Fed likely being locked in an interest rate standstill over the Strait of Hormuz adds to headwinds facing a bigger run in equities. Ahmed walks investors through his cautious take on markets for the remainder of 2026. Ahmed Riesgo says he is still "structurally bullish" due to earnings, though he takes issue with the run up in stocks on during a time that's traditionally down during midterm years. He adds that the Fed likely being locked in an interest rate standstill over the Strait of Hormuz adds to headwinds facing a bigger run in equities. Ahmed walks investors through his cautious take on markets for the remainder of 2026. 

Nvidia's earnings beat, stock buyback, and dividend hike not exciting Wall Street, but one chip subsector is seeing a boost. Greg Ip's “dangerous brew that's rattling bond markets.” And the CEO of D-Wave Quantum discusses the government's new $100M stake.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Danielle Dimartino Booth breaks down the growing labor market fallout and why incoming pressure could make life more difficult for Kevin Warsh at the Fed. She explains why Warsh may rely more on alternative data and industry insight as concerns grow around the U.S. economy and labor mandate. Danielle also names a few likely allies for Warsh. Danielle Dimartino Booth breaks down the growing labor market fallout and why incoming pressure could make life more difficult for Kevin Warsh at the Fed. She explains why Warsh may rely more on alternative data and industry insight as concerns grow around the U.S. economy and labor mandate. Danielle also names a few likely allies for Warsh.

Collin Ramukhubathi – Executive Director, Afrimat SAfm Market Update - Podcasts and live stream

Malibu Boats (MBUU) CEO Steve Menetto talks about the company's latest earnings and the direction he wants to the company to sail toward. He also talks about the difficulties his company overcame regarding inventory and ways Malibu Boats cruised through other headwinds. ======== 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

Morningstar's Jaime Katz and Ryan Stever say Home Depot (HD) is holding steady but struggling to drive growth amid inflation and weak housing turnover. They highlight a shift toward the pro contractor business as DIY demand softens. The pair warn that consumer spending pressure remains a key risk.======== 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

"It's all AI" when it comes to market momentum, says Dale Smothers, though he sees the AI hype dialing back if crude oil stays above $100 a barrel. That said, earnings strength and strong demand lead Dale to believe the AI picture shows no substantial signs of weakness. He sees the S&P 500 (SPX) hitting 8,000 by the end of the year but not without global headwinds. Dale highlights Micron (MU), Oracle (ORCL), and Rocket Lab (RKLB) as some of his top stock picks. ======== 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

Two major tailwinds to the market have been a disinflationary trend and an interest rate cutting cycle, says Tony Welch. He says both are turning into new headwinds. Tony doesn't see a bear market in the cards but expects a ramp in volatility, as he offers advice for investors concerned for their portfolios. One suggestion he shares: look for companies becoming the new "AI users" as the trend turns away from "AI enablers." ======== 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

A global bond sell-off will lead to headwinds for international stocks, says Charles Schwab's Michelle Gibley. She explains how the U.S.-Iran War and the resulting inflation woes continue to serve as the key headwind to growth. Michelle later analyzes economic data out of China and the weaknesses it shows through the region. ======== 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

Finance ministers and central bankers from the world's top economies are gathering in Paris as the US war on Iran threatens to undermine the global financial system. Meanwhile, inflation tied to the war sparks a rout on bond markets, and the US's busiest commuter rail system shuts down over a labour dispute.

OpenAI's much-heralded partnership with Apple has deteriorated and could soon result in OpenAI taking legal action, Bloomberg reported Thursday, the latest in a string of turmoil for the AI giant over the past few weeks—which could culminate in a court ruling forcing it to completely overhaul its business model. Learn more about your ad choices. Visit megaphone.fm/adchoices

Find out what Michael  Oliver of Momentum Structural Analysis has to say now given the backdrop of the Iran War, which many have blamed on keeping a lid of silver here in recent months since that big run up and subsequent correction earlier this year. | Do you own precious metals you would rather not sell, but need access to cash? Get Started Here: https://www.moneymetals.com/gold-loan

His Boss Told Him He'd Never Rise Above Engineer Level. Three Years Later, That Boss Reported to Him. Samuel Santos on Getting Noticed at Work Early in his career, his manager told him the company had a prototype for success: blonde hair, green eyes. Samuel Moody Santos was mixed race, Black, an immigrant who had started his working life as a waste picker. His manager told him he would never advance past engineer level. Three years later, Samuel was a manager and that man reported to him. He went on to retire as Senior Vice President at Johnson & Johnson, one of the top 40 Fortune 500 companies in the world. He speaks five languages. He holds an engineering degree and an MBA. And he wrote the book on how he did it: "In Spite of the Headwinds." In this episode, Samuel shares the specific mindset shifts, communication strategies, and career moves that took him from invisible to indispensable, as a minority, an immigrant, and someone who was actively told he didn't belong. You'll learn: Why "success depends on who you know" is the wrong mental model, and the one-sentence reframe Samuel used to challenge a corporate trainer in a room of 40 people that changed how he thought about visibility for the rest of his career. Why doing excellent work and staying quiet about it is the same as doing nothing, and how he marketed his ideas without ever bragging about himself. How he turned a direct manager who tried to limit his career into a stepping stone by building relationships with leaders two and three levels above that manager. The "poor photograph" framework: why being visible without being skilled fails, and why being skilled without being visible fails just as badly. Why he treats every "no" the same way: either he didn't explain the idea well enough, or he needs a different audience. The Starbucks founder knocked on 242 doors. Samuel applied that same logic to ideas inside a corporation. How he disagrees with superiors without triggering defensiveness: "I never disagree with any person. I disagree with ideas." The specific language he used to pose challenges as questions so people moved toward his position instead of defending against it. The performance review confrontation where someone tried to penalize a team member for a mistake from two years prior, and how Samuel addressed the entire room to win that argument on the spot. Why he focused ruthlessly on the one skill he could take above average (presenting technical ideas to non-technical executives), and chose not to develop things that wouldn't move the needle, including declining to learn Mandarin during a two-year assignment in Shanghai. About Samuel Moody Santos: Retired Senior Vice President at Johnson & Johnson, Samuel is an engineer, MBA, minister, polyglot (five languages), honorary consul, former university professor, public speaker, and author of "In Spite of the Headwinds: My Journey from Waste Picker to Vice President at a Top-Forty Fortune 500 Company." Book: https://www.amazon.com/Spite-Headwinds-Picker-Senior-Executive-ebook/dp/B09KGRQ61W Connect with Samuel on LinkedIn: https://www.linkedin.com/in/samuel-moody-santos-56601a10/

IDPA will need to update their product as the older age cohort ages out.  https://drive.google.com/file/d/1G6wsmERIjlsjhDDDuP2MrE1gCznnBISd/view?usp=sharing

With the SaaS-pocalypse seemingly in the rearview mirror, Keith Kirkpatrick still isn't sure software as a sector hit the bottom yet. He doesn't believe software companies did the best job in demonstrating how they can continue growth amid concerns that AI will eat into their businesses. Keith wants to see how these companies use AI to drive profits and efficiency. ======== 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

With the FIFA World Cup opening game less than a month away — and less than five weeks before the first match is played in Kansas City — some recent indicators question the event's expected size and scope.Hotel rooms remain available, as do tickets to most games, heightening fans' frustrations.On SportsBeat KC, the sports podcast of The Star and KCUR (89.3 FM), columnist Vahe Gregorian discusses the latest developments, and KC2026 president Pam Kramer responds to some of the reports as Kansas City prepares for its World Cup close-up.Fan Fest numbers are strong in Kansas City, Kramer says, and each of the six games is trending toward to sellout as anticipation builds for the world's biggest sporting event.SportsBeat KC is the sports podcast of The Kansas City Star and KCUR, hosted by Blair Kerkhoff. It's produced by Hannah Wise, Suzanne Hogan, and Gabriella Lacey, and edited by Jeff Rosen and Scott Chasen.   

In this episode we talk about the Headwinds challenging Boarding/Residential Schools in America, creating a change mindset to lead a 150 Year Old Startup, the importance of authentic Storytelling & Joy, plus the AI Impact on Learning.

This episode recorded live at the Becker's 16th Annual Meeting features Mark Behl, President and Chief Executive Officer, NorthBay Health. He shares how he is balancing growth with financial constraints, engaging frontline teams in decision making, and building a more resilient workforce through data driven focus and long term talent strategies.In collaboration with Insight Global.

What does a war in the Middle East have to do with an Australian small business? Potentially, everything. In this episode of In Focus, sponsored by Banjo Loans, Annie Kane is joined by Guy Callaghan, chief executive officer of Banjo Loans, to explore why global geopolitical shocks are hitting far closer to home than many business owners realise. From the spike in fuel and fertiliser costs to the emergence of a "multi-speed" economy across states, this conversation looks at the reality of navigating an SME landscape that is shifting daily. Tune in to find out: How conflict in the Middle East is driving up supply chain costs and reshaping which Australian industries are thriving or struggling. Key insights from Banjo Loans' SME Compass Report 2026. Practical ways brokers can use the soon to be released "Fast Fit" triage tools to support clients now and into the future. And much more!

Stocks continue pushing to all-time highs even as geopolitical tensions in the Middle East drive uncertainty and higher energy prices. Thomas Urano of Sage Advisory explains why the macro backdrop remains resilient.Urano points to solid economic data, steady growth, and a strong labor market as key supports for the economy. However, persistent inflation remains a sticking point, likely keeping the Federal Reserve on hold and limiting the chances of rate cuts this year.======== 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 Seyfarth's 11th Annual Real Estate Market Sentiment Survey, commercial real estate stakeholders remain broadly optimistic about 2026, with 86% viewing it as a year of opportunity despite ongoing headwinds. Respondents highlight data centers as the most impactful trend, though investment appetite has moderated, and point to renewed interest in office-to-residential conversions even as physical constraints, zoning, and construction costs continue to pose challenges. At the same time, interest rates, rising construction costs, and geopolitical instability rank among the top concerns shaping the market outlook. In this episode, Eric Greenberg is joined by James O'Brien and Christine Kim to break down key findings from the survey, including shifting asset allocation trends, expectations for rate cuts, and the growing role of AI in areas like due diligence and closing efficiency. Read the full transcript here: https://www.seyfarth.com/dir_docs/podcast_transcripts/The-Property-Line-Real-Estate-Survey-2026.pdf

Tiernan Ray calls this week the "Super Bowl" of earnings, which now faces headwinds from reports that OpenAI missed sales metrics. He takes investors under the waves of the AI trade and highlights the undercurrents creating long-term risks, from software's sell-off to powering AI 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

Healthcare's long-standing silos — finance, clinical, and consumer — present a barrier to progress. Discover how partnering with the right vendor can help health systems break down these silos, turn their vast data reserves into actionable insights, and leverage AI to maintain care access and quality while creating sustainable revenue streams in a fiercely competitive market.

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – we preview Tesla earnings and Kevin Warsh's trip to Capitol Hill In the UK – we look ahead to first quarter European earnings amidst broader headwinds In Asia – how the war in Iran is impacting Japanese inflation. See omnystudio.com/listener for privacy information.

Welcome to Omni Talk's Retail Daily Minute, sponsored by Duvo and Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Walmart announces a sweeping redesign of its Great Value private label brand, refreshing packaging across nearly 10,000 items for the first time in over a decade, starting with salty snacks.Albertsons posts anemic Q4 comps of under 1% and a $480 million net loss, as IRA-driven pharmacy headwinds and a $600 million opioid settlement charge weigh heavily on results.Starbucks launches a beta ChatGPT integration for conversational beverage discovery, joining Walmart, Target, Sephora, and others in embedding commerce directly into next-generation AI platforms.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.

The I Love CVille Show headlines: 100s Of 1,000s Of Jobs Cut From US Labor Market Layoffs Tied To AI & Economic Headwinds What CVille Area Job Sectors Could Face Layoffs? How Do CVille Locals Protect Against Job Loss? Upside & Downside Of Universal Basic Income Why Do Local Politicians Not Prioritize Local Hiring? L3Harris Tech. Announces $1.27B Investment In Orange Need CVille Office & Commercial Space, Contact Jerry Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show on Facebook, Instagram, Twitter, LinkedIn, iTunes, Apple Podcast, YouTube, Spotify, Fountain, Amazon Music, Audible, Rumble and iLoveCVille.com.

Today, an interview with one of our favorite guests to talk to about silver Peter Krauth, author of the book The Silver Bull and publisher of the Silver Stock Investor. Peter shares his thoughts on how the war is going to affect the silver market and much more. Don't forget to also follow us on social media for more important precious metals updates! https://www.youtube.com/@Moneymetals | https://www.facebook.com/MoneyMetals | https://instagram.com/moneymetals/ | https://twitter.com/moneymetals | https://www.pinterest.com/moneymetals/

On this episode of the AAF Exchange: the long-term impacts of the Iran conflict, economic headwinds, and the latest on Department of Homeland Security funding. AAF President Douglas Holtz-Eakin and Director of Fiscal Policy Jordan Haring join us to break it all down. Apple: podcasts.apple.com/us/podcast/the-…st/id1462191777 Spotify: open.spotify.com/show/7aWwYw3EKPmTqLQMbRGR2e

Stocks surging as President Trump says the U.S. and Iran have held ‘productive' talks with Iran. Why the equity jolt lost some steam through out the session, and what one wall street forecaster says is the top risk for the market right now. Plus How airlines are positioning for higher jet fuel costs, the betting boost for stocks like Draftkings and Flutter, and the CEO of Insmed on the company's latest trial results. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3935: Jay and Heather Harrington explore why obstacles feel more prominent than advantages, drawing on research from Professors Tom Gilovich and Shari Davidai to explain the psychological bias behind this imbalance. They reveal how this tendency fuels resentment and diminishes gratitude, while offering practical strategies to intentionally cultivate a more appreciative mindset. Their insights provide a powerful framework for shifting perspective and experiencing greater happiness, health, and success. Read along with the original article(s) here: https://www.lifeandwhim.com/first-moments-blog/lifes-headwinds-and-tailwinds Quotes to ponder: "I think the big takeaway from all of this is that, like most good things in life, gratitude doesn't come easy. Feelings of gratitude are not instinctual or automatic, they must be cultivated." "Feelings of gratitude are not instinctual or automatic, they must be cultivated." "Numerous studies have shown that feeling more grateful about one's circumstances leads to a multitude of benefits, including more happiness, more friends, better health, and career success, to name a few." Episode references: Freakonomics Radio: https://freakonomics.com/podcast/ Learn more about your ad choices. Visit megaphone.fm/adchoices