POPULARITY
7 episodes with Icahn
10 episodes with Icahn
6 episodes with Icahn
4 episodes with Icahn
2 episodes with Icahn
2 episodes with Icahn
4 episodes with Icahn
2 episodes with Icahn
4 episodes with Icahn
A Note from James:Michael Dell. Founder of Dell. I remember in college, hearing about this kid who was building computers in his dorm and making millions. I thought it was a myth. It wasn't. He's the real thing—and he just kept going.I wanted to understand what drove him, what it felt like to deal with Carl Icahn trying to wrestle his company from him, and what success feels like after decades of being in the game. Also: I had to ask why Dell didn't invent Google. That, plus how he's now thinking about AI, cancer, and what “focus” really means.Episode Description:James Altucher sits down with Michael Dell, founder and CEO of Dell Technologies, to trace the entire arc of Dell's career—from building computers in a college dorm room to defending his company against Carl Icahn and taking it private. In this candid conversation, Dell shares how early obsession with tech and business turned into a multibillion-dollar global enterprise, the lessons he's learned about leadership, and how he's positioning for the future with AI, cybersecurity, and gene tech on the horizon.This is more than a business story. It's about risk, conviction, reinvention—and knowing when to walk away from Steve Jobs.What You'll Learn:How Dell's dorm-room business scaled to $80,000/month before he even left collegeWhat Michael Dell really thought during his showdown with Carl IcahnWhy most big companies fail to innovate—and how to keep a startup mindsetHow Dell Technologies is preparing for the explosion in AI and edge computingWhat makes a good leader at the head of a $100 billion companyTimestamped Chapters:[00:00] James introduces Michael Dell and the origin story of Dell Computers[01:00] The economics of building PCs in the early 1980s[03:00] Winning state bids with a bike and a dorm room[05:00] Pressure to become a doctor—and the 10-day “intervention”[10:00] Meeting Steve Jobs and licensing DOS from Bill Gates[13:00] Dell's early B2B focus and international expansion[15:00] Going public and the Icahn showdown[18:00] How activist investors play poker with billion-dollar stakes[21:00] What focus really means in business[24:00] Defining leadership at global scale[26:00] Encouraging innovation inside massive companies[28:00] The failed Mac OS licensing deal[30:00] Philanthropy, education, and urban poverty[33:00] COVID lockdowns and a $100M response[35:00] The future of work and city migration[39:00] AI, edge computing, and exponential data[42:00] Gene editing, mRNA vaccines, and solving cancer[45:00] Blockchain in enterprise (no bitcoin on Dell's balance sheet—yet)[47:00] Why cybersecurity is an arms raceAdditional Resources:Play Nice But Win – Michael Dell's memoir (Amazon)Dell Technologies – Official websiteJudge rejects Icahn's move on Dell buyout – CT InsiderRichard Florida on the future of cities – Vital City NYC interviewWhat is CRISPR? – Broad InstituteHistory of MS‑DOS – WikipediaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Ross Levin, Director of Research at Arbiter Partners, joins the podcast for the second time to discuss betting on French compounding legend, Vincent Bolloré: Bolloré SE and Compagnie de l'Odet. For more information about Arbiter Partners, please visit: https://arbiterpartners.net/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:36] What are Bolloré SE and Compagnie de l'Odet and why are they interesting to Ross [12:18] Asset value / share count [16:46] Why (in Ross' opinion) is this an alpha opportunity and why now [23:03] Betting on compounding legend, Vincent Bolloré [27:40] Risk of getting "Icahn'd" [32:20] Share re-purchases / capital allocation [39:31] French regulatory risk [41:41] What's the path for l'Odet [45:42] Vivendi [50:38] Anything else that investors should be looking out for here? Follow on re: capital allocation scenarios [54:57] Ross' quick thoughts on CCIs and France overall Episode sponsor: Tegus If you've been reading my newsletters, you know how often I rely on Tegus for my research. It's truly revolutionized how I get up to speed on new industries and companies. Tegus has the largest transcript library in the world, with over 75% of private market transcripts. Whether you're curious about AI, biotech, or any niche market, Tegus has the insights you need. What sets Tegus apart is its all-in-one platform. It's packed with expert call transcripts, management checks, panel calls, and in-depth financial data. No more jumping between different services or piecing together fragmented data. With Tegus, everything is right at your fingertips. The best part? The insights you get are from the very people shaping the industries you're interested in. You'll find perspectives from insiders and executives that you simply can't get anywhere else. To see Tegus in action and understand why it's my go-to resource, visit Tegus.com/value – that's T-E-G-U-S dot com slash value. Trust me, once you try Tegus, you'll never look back.
Jackson Hole ECO Confab (this week) Live Nation is in trouble Icahn get a slap on the wrist Gold - ripping - where to next? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? Warm Up - Jackson Hole ECO Confab (this week) - Live Nation is in trouble - Icahn get a slap on the wrist - Gold - ripping - where to next? - Price Controls - 3rd Rail? Market Update - Nearing all-time highs again - Buy the Dips! - Yields under 4% on 10-Year - Yen still in control - Back to Overbought again - still thinking not out of the woods - Lowe's and Home Depot Outlook - POOR (But stocks are up) Jackson Hole - Aristocrats line up to speak - Big doings as often a platform for Fed and other central bankers to make policy adjustments - Powell scheduled to speak at 10am Friday --- With all of the latest data and market push - what will he do?? - Before that - Wednesday we will see the July FOMC minutes GOLDDDDDDDD - Gold hit all-time high last Friday ($2,509.65) !!!!NOW $2,563!!!!! - WHY? Discussion ranges from Fed Reserve, Election, Middle East, India Buying.... - Gold has been a better GOLD then Bitcoin - just saying... Monopoly - Finally! - Ten Additional States Join Justice Department's Suit Against Live Nation-Ticketmaster for Monopolizing Markets Across the Live Concert Industry - Today, the Attorneys General of Indiana, Iowa, Kansas, Louisiana, Mississippi, Nebraska, New Mexico, South Dakota, Utah and Vermont joined a civil antitrust lawsuit filed by the Justice Department, 29 other states and the District of Columbia against Live Nation-Ticketmaster for monopolization and other unlawful conduct in violation of Sections 1 and 2 of the Sherman Act. - Stock does not seem to care - or believe anything adverse will happen AMD buys ZT Systems - $4.9 Billion - What is ZT Systems? The company engages in full rack deployment -- a block filled with servers, storage, switches, etc. -- for hyperscale data centers. ZT also commands a data center infrastructure manufacturing business, for which AMD announced it would seek out a strategic partner to offload this part of the company. - Clearly the company does not have a CHIP or infrastructure ready for a major AI play at this time. Carl Ichan - Hand Slap - Carl Icahn and his publicly traded company Icahn Enterprises settled with the SEC over allegedly failing to disclose billions worth in stock-backed borrowing. - Icahn and IELP will pay a combined $2 million in fines, without admitting or denying wrongdoing, over the failure to disclose as much as $5 billion in margin loans that were backed by Icahn's stake in the company. - Icahn, a well-known activist investor, had been facing pressure from another activist short seller in 2023. (Hindenburg which is still short the shares) Circle K 11? - Canada's Alimentation Couche-Tard (Circle K) has sounded out Japan's Seven & i (7-Eleven) about a potential takeover, the two companies said on Monday, making the 7-Eleven owner the largest-ever Japanese target of a foreign buyout. - While the value of the offer has not been disclosed, the bid is the latest example of the growing interest in Japanese companies by Western investors, who have been drawn by the country's push for better governance. - News of the deal sent shares of Seven & i surging by almost 23% in Tokyo Chicken and the Egg - Chicken prices are going up - Perdue Foods is recalling more than 167,000 pounds of frozen chicken nuggets and tenders after some customers reported finding metal wire embedded in the products. - According to Perdue and the U.S. Agriculture Department's Food Safety and Inspection Service, the recall covers select lots of three product...
En este episodio de Hablemos de Mercados, desglosamos tres movimientos clave en el mundo financiero que están dando mucho de qué hablar. AMD se lanza al ataque contra Nvidia con una adquisición de casi $5 mil millones, Carl Icahn enfrenta sanciones de la SEC por falta de transparencia, y Harley-Davidson reevalúa su política de diversidad bajo presión social. ¿Qué significan estas decisiones para el futuro de las empresas y los mercados? ¡Acompáñanos para entender cómo estos cambios pueden impactar tu próximo movimiento financiero!
Diversity and Inclusion as Cornerstones In the latest episode of NASPA's SA Voices From the Field, Dr. Jill Creighton emphasizes a critical component of student affairs - the unwavering commitment to justice, equity, diversity, inclusion, and belonging (JEDIB). Our seasoned panelists, hailing from various colleges and universities, underscore the weight these principles carry in their day-to-day operations, extending to job searches, mentorship, and general support within their respective institutions. Intentional Hiring and Representation Several panelists, such as Aquanetta Pinkert and Dr. Adrienne White, spotlight the importance of creating an environment where everyone feels they belong. They stress intentional hiring practices that not only look at qualifications but also give weight to lived experiences, ensuring teams mirror the diversity of the student body they serve. Challenges and Alignment with Values The current landscape, fraught with challenges in states like Louisiana and Florida, demands an active demonstration of DEI values. Taylor Kane and Shatera Davis explain the necessity of aligning personal values with those of their employers to effectuate genuine change and advocate for marginalized communities. Growth and Empathy in Leadership Evolving as empathetic leaders is key. Panelists discuss the need to incorporate DEI into everyday work, language, and team collaborations, recognizing that personal growth stems from understanding and championing diverse perspectives. Leaders like Dilna Cama and Sabina Kapoor emphasize the dynamic nature of DEI and its role in shaping mentorship and advocacy within higher education. Support Systems and Professional Development Rachael Amaro and Stephanie Cochrane highlight support systems' centrality in fostering an inclusive environment for staff and students. Professional development tailored to understanding and serving diverse student populations is not just an additive; it is the foundation upon which equitable student support is built. TRANSCRIPT Dr. Jill Creighton [00:00:01]: Welcome to student affairs voices from the field, the podcast where we share your student affairs stories from fresh perspectives to seasoned experts. This is season 10, continuing our season 9 theme of on transitions in student affairs. This podcast is brought to you by NASPA, and I'm doctor Jill Creighton. She, her, hers, your SA Voices from the field host. Hello, SA Voices. This is our final bonus episode from the annual conference in which you shared with us your thoughts on the 3 conference foci areas. If you haven't listened to the other 2, go ahead and check back for the previous 2 weeks to listen to your responses there. For today's focus area, we're looking at justice, equity, diversity, inclusion, and belonging. And the question we asked all of you was how do considerations of JED IB influence your approach to job searching, mentorship, and or support in the profession of student affairs? You all had some incredible responses to this one. Please enjoy this part of the conversation, and again, thank you so much for sharing your voice with us. Acquanetta Pinkard [00:01:04]: I'm Acquanetta Pinkard. I am from Montgomery, Alabama. I work for Alabama State University and I am a trio professional for 23 years. It influences greatly because I believe everybody matters. Everybody matters, everybody in their respective place should have an opportunity to feel free, have a sense of belonging and be comfortable for whatever time that you you're in that space. So it's huge for me. Taylor Cain [00:01:33]: I'm Taylor Cain. I work at the University of Georgia and serve as the director of engagement leadership and service there. I think when it comes to DEI efforts, you know, trying to keep those things always at the front of your mind, recognizing my own privilege that I have and the identities that I hold, the experiences that I've been fortunate enough to have, recognizing they might extend it to everybody, whether because of identities they might hold or because they don't have the financial backing right to attend a conference as great as NASPA. But trying to keep those things in mind and make opportunities for folks to to experience what they can where they are, within the local locality of where they're at and what they're able to to do. I think when it comes to the work that we do in supporting students is recognizing how I show up, how I take the time to spend with folks to better understand their lived experience, let that inform how I approach my work. And always I think recognizing and and trying to approach it with a little bit of humility. I've always got more to learn. I mean, I certainly don't know at all. Taylor Cain [00:02:31]: So, I mean, I think that's that's certainly gonna be important. And, you know, I think at the end of the day, trying to find an employer or a place of employment that matches your values, where you feel like you can be yourself, that you can show up authentically and do good work, and to know that that you are salient to the purpose and mission of that institution. I think for me, I've I feel really lucky to be in a place where where those values align, but I've always encouraged folks that that whatever institution you're at may not always be it. And so trying to find opportunities where you at the end of the day can go home and feel good about what you're doing. Because that buy in, it's tough to sometimes achieve, but it's so important I think to your happiness and being feeling empowered in the role that you have. And so trying to find where you can have value alignment. Adrienne White [00:03:16]: I'm doctor Adrienne White. I'm the director of student success coaching at George Mason University, and I use sheher pronouns. So as a black woman in higher education, I think mentorship is extremely important. Personally, did not have a mentor that helped me, and guide me through these processes. I kinda had to figure it out on myself, on my own. And so, you know, that's part of the drive for me to run the success coaching program at George Mason University because I wanna be able to make sure that all students have the resources and the support that they need to succeed. I also am very intentional with who I hire on my team. I have one of the most diverse teams at George Mason University because I knew it was important that my team needed to represent the student body. Adrienne White [00:04:02]: We're one of the most diverse institutions in the country. Therefore, my team needed to reflect that as well. And so I prioritize who I hire and making sure that it's not just, you know, on look, it's on experiences, it's on background. It's it's encompassing everything to give everybody the opportunity, to work in student affairs because it's a field of belonging and inclusion, and it really starts at the top and making sure that we're intentional in our hiring decisions. Susan Hua [00:04:33]: Hi. My name is Susan Hua. I use sheher pronouns, and I'm the director of diversity, equity, inclusion at the Community College of Aurora, which is an MSI HSI just outside of Denver, Colorado. Diversity, equity, inclusion plays a really, really big role for me when I job search or when I think about mentorship relationships or support. I think it's the foundation of everything that we do, and I know that with the current landscape of DEI being under attack in different states, it's ever more important for us to think about ways that we're centering DEI work for employees and for students, and to really think about how we're centering equity at the heart of the work that we're doing to embrace change for students in the future and to really ensure that higher education is open access for folks. Aileen Hentz [00:05:12]: My name is Aileen Hentz. I'm at the University of Maryland as the program director of academic and student services. This is something that has been important to me since essentially day one, even long before I started my journey within higher education. I think for me, I'm looking for different opportunities and ways to better myself professionally by constantly expanding my network of support, places and people that I can, work and collaborate with to help better help students. I think also I've now, at this point, pushed harder. I don't just accept answers to questions that I don't think are fair or just. I try to see what I can do to help push an issue further, to really try to inspire broader and bigger change. To me, it's not just enough these days to just refer a student who's struggling with something to somewhere else, like our counseling center or our multicultural advocacy group. I still do that, but I also think to myself, well, what more can I do? And so I'll try to bring things to our department level and change policy within our department. And even within our diversity council at the college level, I'll bring different issues that I see or hear from my students to them to try and really push for change on a broader scale. Stephen Rice [00:06:27]: Stephen Rice, director of the Office of Community Expectations at the University of Southern California in Los Angeles, California. It's important to really that people are seen in your positions, and so really thinking about diversity, equity, inclusion should be a foundation and framework in all the work that we do, especially with those we hire because our students are diverse populations, and so they should see the people that they often meet with may look like them too. And so if everyone looks the same, they're not able to really provide a different unique experience and opportunity for students. Often times, there's a trust that students may have, and when they see someone that looks like them, they're able to go to those individuals and create more tools and other opportunities for them to really grow and reach and be mentored so they'd be successful students and work forward. And then it's also with the staff that we have. When you're the only one, it's tough. And so when you're able to bring a very diverse, unique experience, people feel supported, they feel seen, and they provide the same for the students that they serve. Amy Adam [00:07:19]: Hi. This is Amy Adam and I am from the University of Missouri in Columbia. I have been a student services support manager for 20 years, serving graduate students with diversity, equity, and inclusion that does very much influence my approach to mentorship and support in my profession. We have a lot of international students that we make sure that they feel supported and connected to campus. And I know they face a lot of adversity coming from another country, especially in the Midwest, so we really strive to make sure that they feel supported. And I'm also doing some work with students with disabilities as I finish up my master's in higher ed. So that's been really, really just enjoyable and satisfying to help that population of students make sure that they feel connected to campus, that they feel that sense of belonging, and show them that they can advocate for themselves and have a voice because their voice matters. So, really, we just kinda try to keep that in our mindset in our daily work just to make sure that those students are supported. Stephanie Cochrane [00:08:27]: Hi. I'm Stephanie Cochrane. I'm the director of student services at Northeastern University in Toronto. I'm here for NASPA for just the Sunday pre conference around graduate students. Well, one of my passion projects since I started in the role was a mentorship program, a peer mentorship program. And so thinking about our international students, they really are looking for mentorship, guidance, support, any advice from their peers, and they're more likely to listen to their peers than to us sometimes. So thinking about the DEI piece, they feel that sense of belonging when there's somebody who's been through a similar experience to them. So having them connected with a mentor from their very first semester before they even arrive in Canada is super helpful for them with not just understanding navigating the Canadian landscape, the Toronto city, the cost of living, and then, of course, their academic journey. So having that is a really helpful way to think about DEI because it's from that peer to peer support, which is sometimes missing in higher education. Shatera Davis [00:09:28]: Hi. My name is Shatera Davis. I use sheher pronouns. I'm the director of student affairs at Northeastern in Seattle. I mean, it's embedded in my identity as a black person, as a queer person. I can't work in a space that doesn't have that as core values. And if I choose a place that's like that, then I can find really quickly that it doesn't align with my values. And so it's probably the one it's the most important thing because it's who I am visibly. Shatera Davis [00:09:50]: And so as I move and as I navigate to different higher ed institutions, I'm very direct in my questions, like, what have they done for historically marginalized students? What do they do for staff? What did they do during the pandemic? How were they kind to their staff in this new remote era and hybrid era? Like, how are they giving their staff benefits? And, like, those kinds of things, I'm asking those intentional questions because I wanna make sure that I'm in alignment with the values. It doesn't mean the higher education institution is bad, it just means it's not right for me. And so I just make sure that it's always in alignment for me because it's personal. I mean, it's embedded in my identity as a black person, as a queer person. I can't work in a space that doesn't have that as core values. And if I choose a place that's like that, then I can find really quickly that it doesn't align with my values and so it's probably the one it's the most important thing because it's who I am visibly and so as I move and as I navigate to different higher ed institutions, I'm very direct. My question is, like, what have they done for historically marginalized students? What do they do for staff? What did they do during the pandemic? How were they kind to their staff in this new remote era and hybrid era? Like, how are they giving their staff benefits? And, like, those kinds of things, I'm asking those intentional questions because I wanna make sure that I'm in alignment with the values. It doesn't mean the higher education institution is bad, it just means it's not right for me, and so I just make sure that it's always in alignment for me because it's personal. Andy Wiegert [00:11:12]: I am Andy Wiegert, director of graduate student affairs, Arts and Sciences, Washington University in St. Louis. Yes, this has to actually, in my opinion, start from the moment we are interviewing candidates for positions and bringing people to our campus is that everything should be looked at through the lens of equity and the lens of inclusion. And so from the start, my stance, our stance is to be asking those questions upfront. So how do you define anti racism? How do you define things like this? Will you be a fit to be an actual mentor who recognizes this need for diversity? So we're doing that at the very, very early stages. That then translates to training, development, things like that, but if we're not doing it out of the gates, then we're gonna run into problems down the road. Scott Peska [00:12:01]: Hi. Scott Peska, Waubonsee Community College, Assistant Provost of Student Services. I think in all three of these areas, job searching, mentorship, and support for the profession of student affairs, there's probably nothing more important than equity and injustice and looking at place that you're looking at to the the values of the institution reflect what your values are and you know and so as a student affairs professionals something that has come to my heart is just making sure that we can care for all of our students and that we can try to help them succeed no matter what their background and making sure that we can put the necessary supports there. And so if the institution doesn't have those same values, we gotta be able to look at that. And so I've always looked at it when job searching. I think when mentoring, talking to individuals, making sure that I'm reaching out to be able to provide those kind of supports all across the way. Dilna Cama [00:12:48]: Dilna Cama. I am a director within student life at the Ohio State University, and I am part of the off campus and commuter knowledge community. I think that is part of our everyday life. It has to be something that we have ingrained not in just the work that we do, but the language we use, how we work with our teams, making sure that they not only understand where their perspective is coming from, but how that impacts other individuals on a team, in a community, whatever that might look like. Sabina Kapoor [00:13:21]: My name is Sabina Kapoor, and I'm currently a full time doctoral student with Capella University. I spent over 20 years in higher education as a staff within student affairs, student success, and academic affairs. So as I've progressed in my career, I've focused more on staff so that they can better serve students. And I wanna go in deep with that, so that's why I'm pursuing the doctorate relationship between the organization and the employee. I'm gonna reference Pamela Hayes' model. If you've ever the acronym is ADDRESSING, and so it's looking at different different categories from age to disability to religion to sexual orientation, sexual gender identification, etcetera. And so all these different categories, a person could potentially be, what Pamela Hayes says is oppressed in some categories and privileged in others. So, for example, as a minority woman who's heterosexual, I'm privileged in the sexual orientation, but I'm repressed in the gender category and also in the ethnic and cultural category. Sabina Kapoor [00:14:32]: So it's interesting because idea of minoritized is not all one side, you are minoritized or you're not. It's kind of looking at different facets of that. So I say that because I use that as a premise with anything. So when I'm looking for a job, when I'm mentoring others, I try to remember inclusivity and look at things from the other's perspective. And I'll be honest, my oppressed areas have been like traditional ones. So with emerging ones, and I'm in a privileged position, it's really interesting. It's I had to see things from a privileged lens, and that was an interesting learning experience because I'd never been in that situation. So I say that because it's all shapes and influences all of this, how I mentor, how I support others and advocate. My last position, I was a dean for student success at a dual designated HBU and HSI. And I think advocacy was probably the top thing that I was doing while I was there. So so all that to say, DEI, it's not just my premise, it's who I am. So it really influences everything that what I do in my career. Carlie Weaver [00:15:44]: Hello. I am Carlie Weaver with Rose Hulman Institute of Technology. I'm a programs coordinator for the student activities in Union office. I did one of my assistantships with University of South Alabama during my grad school career, and so I did that with the Diversity, Equity, and Inclusion Office, and it's something that I like to think about a lot when I'm making decisions, especially with such a student facing role. I like to think of diversity, equity, inclusion, belonging before I make pretty much any choice because I know that it is so influential in students' lives. So, even when I'm thinking about, like, what kind of programming to bring to campus, I'm thinking about the different populations that we have and what is of interest to those populations. Roxanne Wright Watson [00:16:33]: Hi. My name is Roxanne Wright Watson. I'm from Lehigh Carbon Community College in Pennsylvania, and I'm happy to be here. I think it is not a matter of influencing because the bills of that will be paid. So so we need to make sure that it's for me, 1st and foremost, it is I think I just need to go to work, do what I gotta do, and go home. But having equity, diversity, and all of that within the institution is an added thing that now gives me help me to broaden my scope, help me to blossom, to bloom where I'm at. So it is an institution that support these values and goals, then I am more open. I give more of my self than it would be if I am just at an institution that is just not supportive of these values. Carla Ortega Santori [00:17:34]: My name is Carla Ortega Santore. I work at Rice University. I am the strategic initiatives manager at the Doerr Institute For New Leaders at Rice University. And my job is really about helping students elevate their leadership capacity and to also elevate the capacity of all campuses to do really great leader developments in education. I'm actually from Puerto Rico, so whenever I'm looking for a job or when I'm looking for a mentor, I'm looking to see other familiar faces in the room, like, I'm seeing where I'm represented, seeing the kinds of students we work with. So that that's one thing I I usually look for. I also look for concrete ways, examples. I guess another way that influences my day to day professional life is when I also see I'm a IO psychologist by education, so I also look for research that's represented in that. So any evidence of impact, measurable outcomes that we see that are related to people of color and other underrepresented minorities is really important when I and I'm looking for any evidence based practices to apply, to implement with students, or for any support in the profession. Rachael Amaro [00:18:55]: I'm Rachael Amaro. I'm the admissions and academic advisor for the Department of Educational Leadership within the College of Education at Cal State Fullerton. I think that, I mean, for sure with the mentorship piece, it's I have had a hard time finding people that I could rely on when I first started, but I think that's made me a little more active in trying to be a mentor to others. And I really appreciate the the trust that I can build with the team that I work with. You know, I have I have one immediate colleague in my department, but then all of us in in our college are on the same floor of the building we're in, and so it's been really great to get to know everybody and to make the time and the space for each other, and then because I've been there, for sure I've been on campus a lot longer than a lot of them, and so trying to let them know, you know, sort of what's what's going on, how to navigate things, especially because a lot of them, it's their first time working at a university, and I think it's really so important because most of us happen to be Latinx that a lot of the new hires have been, and so it's been really important to me to let them know things even about making sure sure they're putting money in their retirement, making sure they're doing these things that we just didn't necessarily always get taught. And even things as simple as, hey, when you're taking a vacation day, like, really take a vacation day. Use your time because you need to. Because we're so used to not being told how to navigate that from people in a supervisory positions who aren't used to the diversity that's coming up into the field. And so I think that's a really important part. Again, we talk about the hidden curriculum a lot for the students, but there's a hidden side for staff as well. And so when we come from families and parents who worked in factories and had a very different way of living and working, we also have to learn how to navigate these systems that we're now working in. And I think it's important to be able to share that with them so that they don't feel isolated or alienated and they feel like we're in this together. Christine Wilson [00:21:00]: I'm Christine Wilson. I am in student affairs at UCLA. I have two roles. 1 is as the executive director for academic partnerships and the other is the program director for our masters in student affairs program. I think that justice, equity, diversity, and inclusion are at the forefront of everything that I do. It's a principle of our organization. It's part of the mission of our school of education where I'm program director and I teach. Our campus is incredibly diverse and if we don't consider that, then we are not serving our students. So if that's not something people are on board with, then they should not come to UCLA. Olivia Ruggieri [00:21:42]: Hi there. My name is Olivia Ruggieri. I'm the associate director of administration operations for Northeastern University Seattle campus. I grew up in Pennsylvania, went to college in Florida, and came out here in 2013, but I've been working for the university since 2018. Well, my area, while we are definitely not HR, we do support searches on our campus. So one of my staff members, he will assist hiring managers in doing an inch initial evaluation of candidates and then help them design their searches. But recognizing that while we've made improvements in this area, we're not doing it as well as we could be. This summer, we're gonna be establishing a group that will ultimately create a set of DEI hiring standards, and we wanna make sure that there's strong representation from all types of folks on our campus, faculty, staff, and hopefully students, to ensure that we're hiring in the most equitable way. And I have to say that, like, since this has become a focus of mine, I look at job descriptions differently and just what I've learned about how to hire equitably and certain phrases raise flags for me because I realized that they may not represent welcomeness to all. So it's just become part of my practice and how I evaluate different opportunities. Christle Foster [00:23:04]: Hi. My name is Christle Foster and I'm from Chesapeake College located on the Eastern Shore of Maryland in Y Mills. When it comes to my staff, because of the work that we do, so student focused, definitely diversity, equity, and inclusion is a part of that, especially with the populations we serve in Trio. That's definitely what we do as part of our mission. So when it comes to choosing staff and helping staff go through professional development, that's some of the things that we always look at. Whether it's in terms of ethnicity, accessibility, or ability, or unabilities in regards to education. We recently did, training with the University of Delaware who has a special program that's focused on students who are new or divergent, and it was exemplary. What they are doing there with a grant is just amazing. So we were able to get some information from them on how to help our students who are neurodivergent, or some of them are on spectrum, so to speak. Nathalie Waite Brown [00:24:03]: My name is Nathalie Waite Brown. I am the assistant dean of students and director for graduate student life at Stevens Institute of Technology located in Hoboken, New Jersey. I think I approach those areas first and foremost from a personal perspective, notwithstanding all of the visible identities that I carry, I'm a 1st generation student, parents who migrated to the US in the early seventies. So I work with a large international student population, and I take those identities very much in leading how I work with them and being able to understand the potential need that's in front of them. And that runs the gamut. It's not limited to who I am, but also having a level of empathy and support in guiding the work and the resources that students need. Dae'lyn Do [00:24:50]: My name is Dae'Lyn Do. I use sheher pronouns, and I am the associate director for the women in science and engineering residence program at the University of Michigan. And I am coming into the position of the WISA KC co chair. I think specifically when it comes to mentorship, something I always take into consideration that I do try to do myself, but I also encourage my students to do is to seek out a variety of different mentors who have different lived experiences. And so not just, I think we oftentimes talk about finding mentors who look like us or who share similar identities with us, which is really important, but I also think it's important to seek out folks who maybe don't because we learn different perspectives and different ways of looking at things that we might not if we just rely on the people who have the same lived experiences as us. And so, I think when it comes to thinking through our own efforts of justice and equity, our mentors are the people that we learn from and so trying to diversify our own support network is the best way to kind of get those different experiences and support. Natalie DeRosa [00:25:55]: So my name is Natalie DeRosa, and I'm from Lehigh Carbon Community College in Schnecksville, Pennsylvania. I would say that those two terms, justice and equity, are central when I am doing job searching. Not only how the organization embraces those concepts, but also the person who is my direct support, that they are equity minded and justed justice minded themselves makes or breaks whether or not I feel like that organization is the right organization for me. Dan Volchek [00:26:25]: Dan Volchek, assistant dean of student success at Harvard Griffin Grad School of Arts and Sciences. I look at DEI as a very important piece of dealing with my job search, mentorship, and support. I try to look at what we're doing with both our faculty, our staff, and our students in the DEI world and making sure we're addressing all of those issues and challenges that others may be facing that I may not have faced to make sure that I'm dealing with DEI in a positive manner. Vaughn Calhoun [00:27:00]: Vaughn Calhoun, Seton Hall University, hehim. Yeah. I think looking for places and people with high social emotional intelligence, knowing that any place that I would think about or people I wanna engage with, that there's a high sense of empathy to help build those lasting relationships. Because I think without the empathy, it's it's hard to really move to higher levels of conversation. So if you could find that in organization and people, you found something really good. Darlene Robinson [00:27:37]: My name is Darlene Robinson. I'm the RISE gen 1 director for Seton Hall University. I think it influences the career in the sense that I want to be on a level playing field. I wanna be considered as a person that is capable of certain things rather than just basing it off of filling a quota. I think it is fair enough to accept people for who they are and get to know them for them them as a person first before not even before, but without passing judgment based on certain discriminatory practices. Because in doing that, you get to know the person first and understand that we're all connected in some way. Miguel Angel Hernandez [00:28:20]: Hello. My name is Miguel Angel Hernandez. I am the associate vice president and dean of students at San Francisco State University. What attracted me to student affairs to begin with is my curiosity about humans and human beings. And what has sustained me 24 years in this profession at this point in my life has been the curiosity that continues about the people I get to interact with, the students that continue to change and evolve and allow me to grow, and in many ways, stay young because we have to keep up, not keep up in a bad way, but just it is never a dull moment learning from our students, learning from our colleagues. And so when I think about DEI work, I think about my curiosity about life and how we evolve as people. I think about my own journey, how different I am today than when I first moved into my residence hall. I think about the beautiful places I've been able to visit and serve and work and the stories of those people, those places, those moments in time. Miguel Angel Hernandez [00:29:17]: And so for me, DEI work is not about difference. It is about the stories of people, the stories of places that we get to visit and explore and learn. And so for me, I really think about that when I am mentoring, coaching, supervising, engaging with students. I think about it in my own search. As I consider opportunities, I think about what do I bring into spaces, what can I gain from spaces, And I use those thoughts to formulate questions for either the individuals that are asking me to consider a position and or while I am engaging in the search process? And so those types of aspects of diversity, equity, and inclusion, I think, keep that work very centered, very front, and create opportunities for us to continue again learning and growing in our profession. David Chao [00:30:07]: Hello. My name is David Chao. My pronouns are hehim. I serve as the director of IT for student affairs at the University of Pittsburgh, and I'm also the chair of the technology knowledge community. As a first generation Asian American, you know, it's really important for me. I think coming to higher education from the corporate world, I think I've seen and been exposed to a very healthy environment where we're trying to be more open to all ideas and diversity is really, really important. It's strange because being an Asian American, as a minority, you think I'd be more sensitive to that, but I guess I didn't really always see that. And so I feel like my eyes are much more open to it, and my ability to help others and mentor and foster a collaborative and diverse environment, which is a challenge in our society today. Melinda Stoops [00:30:47]: Hi. I am Melinda Stoops. I serve as the associate vice president for student health and wellness at Boston College. I think even though I've been in student affairs for a long time, I feel like this is one area that I consider a growth area. I am a middle aged white woman, and my background and my experiences certainly are related to my identity in in many ways. And I feel like the longer I'm in higher ed, the more I'm interacting with increasingly a more diverse student body, the more I have to learn. And so I just feel like as I do my work, whether it's being supervised or supervising, whether it's mentoring or being mentored, I feel like increasingly I really focus on being open to not making assumptions either about the other person, but also not making assumptions that even if I'm in a mentoring role that I have all the answers. That really, I have a lot to learn as well and taking time to really understand the person I'm working with and where they're coming from and their perspectives and sort of maximizing the impact we can both have on each other. Derek Grubb [00:31:54]: Derek Grubb, Dean of Enrollment Management for Red Rocks Community College in Colorado. In terms of justice and equity, one of the biggest things I've been trying to do lately is really recognize to avoid agendas. And not so much agendas and meetings, but agendas in terms of having a predetermined outcome and really accepting people where they are and being able to really just sort of embrace those opportunities for challenging conversations and looking for new perspectives. So up on my wall right now is the, no agendas policy. Matt Imboden [00:32:28]: My name is Matt Imboden. I use the he, him pronouns. I serve as the chief student services officer in the School of Business at Wake Forest University in North Carolina. And, for the past few years, I've also been chairing the administrators and graduate and professional student services knowledge community for NASPA. All those things I want. The funny thing about diversity, equity, inclusion, and justice work is it's one in the same with overall student success, sense of belonging, it's a 100% connected to student well-being. And so, sometimes I think we create these bifurcations and divisions and we create this little bucket and label it, you know, diversity programming. But especially as I think there's a lot of renewed pressures on those roles and leaders with the people that are exponents of those values that are institutions. It's even more important to just talk about the ways in which, no, our ability to recruit and retain students is one in the same with being good at that work. And for some reason, I think it takes on a life of its own or becomes a bit of a specter when people try to apply those labels in only certain places. But if we wanna win as institutions in the 21st century in the marketplaces we work in, you gotta figure out how all the things you just mentioned apply to your day in day out work. Evette Castillo Clark [00:33:36]: Evette Castillo Clark, vice president for student life and dean of students at Lewis and Clark College, Portland, Oregon. So this is super important and critical because with job searching, with mentoring, and our profession, it is really important for us to have diverse professionals, diverse thinking, embracing different perspectives because it makes us rich, and it makes the whole organization stronger. So in our recruitment procedures, one of my things is that I want to make sure that whoever is, for example, sharing a search, that you've worked every angle to make sure that you have racial diversity, gender diversity, regional diversity, just a broad spectrum of backgrounds to get to the semifinalist pool and then also to try to get to the finalist pool. You make every effort to do that, and I employ that same model with student leadership. So in elections or looking at who do we want on our student employment to employ as student workers, orientation leaders, RAs. You want that to be a cross section because if you're doing community building work, you have to have leadership that looks like the people that you serve. Madeline Frisk [00:34:48]: Hello. My name is Madeline Frisk. I work at Portland State University. I'm the coordinator of student government relations and advisor to Greek life. So I work with our student government, all of the committees and groups within that, as well as 4 strong and mighty small Greek life groups as well. I would say I especially think of diversity, equity, and inclusion in terms of how I support students and show up. At PSU, we have a lot of non traditional students. We're also becoming an emerging HSI and Anapisa institution. So I think about how I'm showing up and my identities, how I can better serve students, and I try to stay well informed, read, do a lot of research and background work so that I'm showing up for them and also try to provide them all the training that I can. It also helps to have other coworkers and people you can rely on to kind of fill in any gaps too. So I think that's really helped as well having people and allies in your life that you can rely on as well as, good coworkers and team as well as kind of with the support in the profession of student affairs. I recently started a book club at our institution within our LGBT affinity employee resource group and that's really helped me to kind of also build even more support for myself in this work and also people who I know I can rely on that can be additional supports for my students. So that's been really great. Gene Zdziarski [00:36:15]: This is Gene Zdziarski. I'm vice president for student affairs at DePaul University. I think it's been one of the things that I find in my career trying to find a place where that sense of diversity and inclusion really is embraced and a part of things. I work at a Catholic university, and a lot of people have different opinions about the Catholic faith and everything else, but what I have to say is when I interviewed for the job there, one of the things I wanted to make sure was that, again, there was a sense of diversity, appreciation, and openness. We had an LGBTQA center. We had, LGBTQ studies. We have embraced other faiths and people, and that was extremely important to me. And I think something that perhaps people don't always look at when they look at a faith based institution, but I think you'll find that, again, that's an important piece of higher education, an important piece of our work in my career in student affairs. Lyza Liriano [00:37:10]: Hello. My name is Lyza Liriano. I currently serve as an area coordinator at DePaul University in Housing and Residence Life. Originally, I am from Brooklyn, New York. It influences it a it a lot. I'm a queer woman of color, and so I want to make sure that the spaces that I walk into are going to be spaces where I feel safe and where there are students that look like me so that they know that they can come to me. My identity is very intersectional, and I think that that's one of my favorite parts of my identity, and there's been spaces that I've stepped into where I've had to choose, okay, am I going to focus on being a black woman today? Am I going to focus on being a queer woman today? And so creating those spaces of you can be all of that at once. And when I'm job searching, that is something that I'm very intentional about asking is what work do you do apart from sending students to the Black Student Center or the LGBTQ Student Center? What is your department actually doing to help these students? And so I also want it to be just someone that students can come to because I've been in spaces where I'm sometimes the only woman of color, and so I wanna make sure my students know, like, I'm creating space for myself so that in, you know, years to come when my students are out in the field, hopefully in student affairs, they also are going to have multiple seats at the table not just the one. Jackie Cetera [00:38:28]: Jackie Cetera. I use sheher pronouns, and I serve as the director of residential education at Bucknell University in Pennsylvania. I find it's all in how people show up in their day to day and what they're doing to not only support students on our campus, but also employees, both faculty and staff. When we talk about the sense of belonging, I believe that it's really important for us as leaders, as our institutions to make sure that our faculty and staff have a sense of belonging so they can show up and do good work and provide opportunities and spaces for our students to also find that sense of belonging. Lisa Landreman [00:39:15]: My name is Lisa Landerman. I'm the vice president for student affairs at Willamette University in Salem, Oregon. Similarly, I stay abreast of current issues. I am doing my own work through institutes, 1 on 1 consulting and every opportunity I can to talk with other colleagues around best practices, most effective strategies. I I also really try to center relationships so that there's this there's the book learning and research of our trends, but then there's also every individual's gonna have their own experience and their multiple identities that are gonna shape their experience at our particular institution. So, how I handle that and manage kind of issues of justice and equity, whether it's around language, practices, programs, initiatives in Oregon is different than when I was in Rhode Island, is different when I was at the University of Michigan. And so I think context matters, listening to our staff, again, creating space, trying to support affinity relationships for where that matters to people, sure that we are constantly looking at our policies, practices through an equity lens. And so every time we're writing a new policy, we look at that lens. Lisa Landreman [00:40:27]: At least once a year, we take a moment to reflect on new programs, policies, or practices to ask questions. Who's at this event? Who does this impact? Who who's included? Whose voice was at the table when we created it? So all those kinds of checklists that come with looking at the subtle ways that the work that we do might impact people that of groups we're not members for some ways. Celebrating and recognizing heritage month's accomplishments of diverse folks in in our both in our community. I think in hiring, we do a lot to look at what biases do we bring, what biases we have that might not be about race, but that biases we have about the field or the job that might have an impact on people from different racial groups or identity groups. Right? And so it isn't always so overt, so I think doing our work around. Before every search, we do we we really come to the table and say, so what are our biases about? And we look at a resume. And, you know, we really scrutinize our job descriptions to make sure do are all those qualifications really necessary? Is that many years of experience really necessary? Are we really waiting what can really be learned on the job, and what really do people have to have experience coming? So those are those are all ways that we subtly sort of can bias our searches. Those are just some I could go on and on, but I I think the important point about this is that especially in this time, regardless of what's happening with legislators, we as individuals can shape our own practice to demonstrate where these values matter regardless of what offices aren't allowed to be in my campus. That's still a battle we need to fight. And just because that battle's being fought, doesn't mean it stops us from doing centering that as an important value. Jackie Yun [00:42:08]: Hi. I'm Jackie Yun. I take the she series, and I serve as the executive director of the Harvard Griffin GSAS Student Center. I think it impacts everything. So I really am somebody who believes that DEI is not just held with folks that have that in their title, but it's really the responsibility of everyone at an institution to be considering that. And I think about this from my own experiences, whether or not I feel like I'm included in a community, but also in my management, my hiring, the way that I scaffold spaces for students, and so I think it's really important work. Leanna Fenneberg [00:42:44]: Hello. This is Leanna Fenenberg. I'm the incoming chief student affairs officer at Duquesne University. Oh my gosh. Isn't that a big question? Right? I mean, I feel like for most of us, for many of us in student affairs, DEI work is at the core of our values and what we do and why we do it. So it's to professional searches, to professional development, to building a community of support for our students and for our staff. And so it is central to everything we do. Jake Murphy [00:43:16]: Jake Murphy. I'm the director of prospective students services at OSU Institute of Technology, and I am over all recruitment and retention efforts at the university. So for me, it's probably a really big thing, but it's really tough in the state that I'm at because there's a whole mess concerning DEI work and justice and equity and inclusion work. So for me personally, it's a big factor in where I choose to go to work. I wanna make sure that the environment that I'm at is focused on making sure that the whole student is taken care of, but being place bound sometimes it makes it a little bit difficult. But also creating those environments is also really key and making sure that students feel supported, that they have a sense of community, and are able to be able to go through their out their student journey is extremely important. And mentorship for us, especially in, like, peer mentorship is very important to be able to create those spaces. Larry Pakowski [00:44:13]: Larry Pakowski. I'm the vice president for student engagement, inclusion, and success at Aims Community College in Greeley, Colorado. I think we've gotta to look at the students we serve and at the end of the day that's one of the things that we want to be reflective of who we serve but we also want to embrace the the variety of different diverse cultures and backgrounds and things like that. Not only our students have, but our employees should have as well. Jillaine Zenkelberger [00:44:37]: Hi. I'm doctor Jillaine Zenkelberger. I am the program coordinator over at Graduate Student Life at the University of Notre Dame. I think in my approach to all of these things, having the ability to touch base with a lot of people from different I don't have a master's in higher ed and things like that. Being able to see the diversity in our different backgrounds both educationally, but also racially, ethnically, etcetera, has been super important to me. And I think we bring all these different things to the table, and it's really been great to learn from everyone and their backgrounds of whatever they've done in their past lives, because I know all of us have many past lives sometimes. They're all bringing something, like, super important that I think is really invigorating student affairs because I work with a lot of people who's had past lives and they're really changing things in a lot of cool ways. Kristen Merchant [00:45:48]: Hi everyone. I'm Kristen Merchant. I am from Rose Hulman Institute of Technology. I am the associate director of the Union and Student Activities Office there and also the director of our lead programs. With job searching, I think about whenever I'm doing my hiring actually for orientation. We always put an effort into putting a cohesive team together of a variety of different backgrounds and interests and majors and all the different ways that diversity can come into play. So that way, all of our new incoming students can see a face that they recognize, which is really, really important in the DEI world and is something that we always consider in any type of our hiring practices and any type of programming that I do is making sure that there is someone that they feel like they can go to. Joe Lizza [00:46:35]: My name is doctor Joe Lizza. I'm the director of the Chamberlain Student Center and campus activities at Rowan University in New Jersey. It really is the idea that you want an institution that is respectful for others, supportive of others because you never know when you might be on that opposite side of the situation. So you might be in an institution or in a job role that you feel very comfortable, supported and you feel like you belong and it's very easy to kinda based on a different supervisor or a different university leadership, that could shift. I always look for places that really are respectful, very forward thinking, and they don't only just preach what their beliefs are and their values, but they also put them into action. And that's kinda reassuring to me as a professional in higher education for both for myself and my colleagues. I'm realizing that it's a good place to work, a place that will be supportive of life changes and different situations. Joshua Allred [00:47:32]: My name's Joshua Allred. I work at Louisiana State University in the College of Agriculture as their manager of student services. That's challenging. It's certainly something that is on my mind constantly. I think living in Louisiana and in the South where there's lots of legislation recently, sort of very much anti DEI has been a challenge. So I'm not in a place where I can kind of up and move, unfortunately. I would in some ways, I kinda wish I could. So being on a campus and in a state where there's lots of uncertainty around, like, what does DEI look like in our state has been a challenge. Joshua Allred [00:48:01]: And so we are very much in a place of kind of waiting to see what's gonna happen next. And again, I think finding folks where folks and groups of people where you can hold onto and feel safe and find little beacons of hope is helpful. It's not always there, but I'm a supervisor for an LGBTQIA plus organization in the College of Agriculture and that's been really helpful for me and something that I really knew and renewed importance in. And so that's kind of what I look towards is like the people and and the small things here and there. But certainly a consideration is just tough. It's tough when you can't move. Joshua Allred [00:48:38]: Well, one of the things that I really enjoy about my job is being able to support and work with students, and those are all students, ethnicities, genders. Just being able to support those students in coming to NASPA and being able to learn from experts on how to best support students no matter who they are, no matter where they're from. So at Texas A&M, they give me the opportunity to go to professional development. They give me the opportunity to collaborate with my peers around the country. And during those times, that's what I wanna do. I'm always making sure that I'm talking to the experts in the field to make sure that I'm doing the best to support our students. Judy Traveis [00:49:28]: Hi, everyone. I'm Judy Traveis. I'm the associate dean for the Graduate Student Success Center at the University of Florida. Again, from Florida, we've had DEI impacted, although we all believe in the diversity and what it brings to our campus and the inclusion and and equity piece. I believe institutions that do it well and thread it through all factors of the university, you can really see it. It's tangible and that in as I job search or look for other careers, if I should move institutions, that is something that's very important and I hold as a value in my heart to make sure that that it's not just on a website, that you can actually physically see how it's threaded through by the way the community and culture is on that campus. Katie Caponera [00:50:23]: I'm Katie Caponera, director of student life at Harvard Divinity School. A commitment to all of those tenants, particularly justice, is really important to me personally and professionally. I'm fortunate to work at an institution where that is a key aspiration and goal of our community, and it's something that I would continue to foreground in looking at other types of institutions or future colleagues or partners. It's making sure all of our students feel that it's a space where they can thrive and be their full selves is of paramount importance and continuing to remain dedicated to those efforts, especially admit so much turmoil, I think, is underlines their importance more so. Kathy Dilks [00:51:11]: My name is Kathy Dilks, and I am the director of graduate student and post doctoral affairs at the Icahn to create a team that is not only diverse, but diverse of thoughts. I think it's our responsibility to make certain that we are leaning into DEIB, and I try my hardest to make certain that I am never an impediment in that future. Julie Payne Kirchmeier [00:51:47]: Julie Payne Kirchmeier, vice president for student success for the university Indiana University. It's not really a system. It's a multi campus university, but we can say Indiana University System if that's easier for folk to kind of place the role. It's interesting the word considerations. How do considerations of, show up for me, good and bad, before I can lean into anything else. And I think that's a step we don't often do, particularly and we just jump into, oh, oh, well, of course, you know, Jedi work is important, and of course we're gonna do that. But because we don't stop and pause pause and think and unlearn a lot of what we know, we end up rushing to action so quickly, we cause more harm. And so I think that first step for me, because the question is influence your, is to pause, think, and remember that I have to be okay with who I am, good and bad, take the steps to do my own work, and then bring others into the fold, like, okay. Julie Payne Kirchmeier [00:52:54]: What are the resources we need in meaningful ways so that the work can move through always a lens of equity. So being an equity minded organization, human, professional, friend, partner, all the different components of your life. Dr. Jill Creighton [00:53:10]: This has been an episode of Student Affairs Voices from the Field, a podcast brought to you by NASPA. This show continues to be possible because you choose to listen to us. We are so grateful for your subscriptions and your downloads and your engagement with the content. If you'd like to reach the show, please email us at savoices@naspa.org or find me on LinkedIn by searching for doctor Jill L. Creighton. We always welcome your feedback and your topic and guest suggestions. We'd love it if you take a moment to tell a colleague about the show and give us a 5 star rating on Apple Podcasts or wherever you're listening now. It really does help other student affairs professionals find the show and helps raise the show's profile within the larger podcasting community. Dr. Jill Creighton [00:53:51]: This episode was produced and hosted by doctor Jill Creighton, that's me, produced and audio engineered by Chris Lewis. Special thanks to the University of Michigan Flint for your support as we create this project. Catch you next time.
Episode Notes Some analysts had wondered if Airbnb could increase its supply of hosts and listings to meet the growing demand from travelers worldwide. That question has been put to rest, writes Executive Editor Dennis Schaal. Airbnb said during its fourth-quarter earnings call on Tuesday it has around 7.7 million active listings. That's an increase of more than 1 million from the end of 2022. The company ended 2023 with a roster of more than 5 million hosts, also a jump of roughly 1 million from the previous year. Airbnb also said its supply of listings increased 18% in the fourth quarter from the same period in 2022. Next, Marriott had a banner 2023, especially in the luxury sector, reports Senior Hospitality Editor Sean O'Neill. Marriott said during its fourth-quarter earnings call that it generated $3 billion worth of net income and a 48% profit margin last year. The company was boosted by its strength in luxury. Marriott had a company record of 58 luxury signings last year. It says its portfolio of luxury hotels is 50% larger than its nearest competitor. Finally, billionaire investor Carl Icahn has again bought a stake in an airline — this time in JetBlue Airways, writes Airlines Reporter Meghna Maharishi. Icahn reported a 9% stake in JetBlue, making him the airline's third-largest investor. JetBlue shares rose by more than 16% after news of Icahn's stake became public. That's welcome news for a company that has experienced its share of struggles in recent years, including declining revenues. Icahn acquired a more than 20% stake in Trans World Airlines in 1985. He helped TWA grow, but it was saddled with debt and filed for bankruptcy twice.
Consumer prices rose at an annual rate of 3.1%; Treasury Department proposes money laundering rule for investment advisers; Coca-Cola improves sales in foreign markets; activist investor Icahn targets JetBlue Airways.
Er is bijna geen bedrijf dat zo goed een aanstaande recessie voorspelt als een uitzendbureau. Loopt het spaak op de arbeidsmarkt, dan kan je er zo goed als zeker vanuit gaan dat de economie een tik krijgt. Randstad, het grootste uitzendbureau ter wereld, spreekt van een 'uitdagende markt' en heeft moeite om aan goed personeel te komen. De omzet en winst zijn flink gedaald. In deze aflevering kijken we of dat ook betekent of die 'echte' recessie er aan komt. Want steeds meer economen denken juist dat de VS een recessie gaat afwenden en de recessie hier is niet echt erg te noemen. Slecht zag het er wel uit voor de chipaandelen op het Damrak. Die trokken vandaag de AEX naar beneden, een nieuw record kan de index voorlopig wel even vergeten. Verder bespreken we de kwartaalcijfers van TUI. Een prestatie mag je afgelopen kwartaal wel noemen. De reisorganisatie heeft een recordomzet in de boeken gezet. Knap, als je bedenkt dat ze een paar jaar geleden nog met meerdere steunpakketten gered moest worden. Wat ook voorbij komt: Wereldhave dat hongerig is naar overnames. Speelgoedmaker Hasbro, waar beleggers even niet meer mee willen spelen. De grootste ontbosser van de Amazone die naar Nederland komt, Carl Icahn die de plaaggeest van Schiphol inslaat en nog heel veel meer. Oja! Een vooruitblik op de cijfers van Heineken, ABN Amro én Ahold Delhaize krijg je nog aan het einde van deze aflevering!See omnystudio.com/listener for privacy information.
Er is bijna geen bedrijf dat zo goed een aanstaande recessie voorspelt als een uitzendbureau. Loopt het spaak op de arbeidsmarkt, dan kan je er zo goed als zeker vanuit gaan dat de economie een tik krijgt. Randstad, het grootste uitzendbureau ter wereld, spreekt van een 'uitdagende markt' en heeft moeite om aan goed personeel te komen. De omzet en winst zijn flink gedaald. In deze aflevering kijken we of dat ook betekent of die 'echte' recessie er aan komt. Want steeds meer economen denken juist dat de VS een recessie gaat afwenden en de recessie hier is niet echt erg te noemen. Slecht zag het er wel uit voor de chipaandelen op het Damrak. Die trokken vandaag de AEX naar beneden, een nieuw record kan de index voorlopig wel even vergeten. Verder bespreken we de kwartaalcijfers van TUI. Een prestatie mag je afgelopen kwartaal wel noemen. De reisorganisatie heeft een recordomzet in de boeken gezet. Knap, als je bedenkt dat ze een paar jaar geleden nog met meerdere steunpakketten gered moest worden. Wat ook voorbij komt: Wereldhave dat hongerig is naar overnames. Speelgoedmaker Hasbro, waar beleggers even niet meer mee willen spelen. De grootste ontbosser van de Amazone die naar Nederland komt, Carl Icahn die de plaaggeest van Schiphol inslaat en nog heel veel meer. Oja! Een vooruitblik op de cijfers van Heineken, ABN Amro én Ahold Delhaize krijg je nog aan het einde van deze aflevering!See omnystudio.com/listener for privacy information.
As a special bonus episode, Kieran Poole is joined by Steve Balet of Strategic Governance Advisors and Diligent Marketing Insight's Jason Booth to look back at one of the most significant activist campaigns this century... Carl Icahn at Apple. Hear how Icahn began the trend of using Twitter as an activist tool, whether his tactics have changed since, and even why he turned his hand at stand-up comedy.
Carl Icahn is one of the most successful investors of all time, but his bet against the US economy has cost him billions of dollars. Now Hindenburg Research, the short seller, has come after Icahn and his publicly-traded fund, Icahn Enterprises. Hindenburg claims Icahn's generous dividends are unsustainable. Today on the show, we ask: Can Icahn rally? Also, we go short investment bankers, and long stowaways. Links:- Icahn Enterprises halves dividend after short seller attackFor a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferFollow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter. You can email Ethan at ethan.wu@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an episode of What Are Your Thoughts and see what they have to say about: reasons to worry, a buyable dip, higher rates, Buffett vs Icahn, earnings, Apple, and much more! Thanks to Public for sponsoring this episode! Go to www.public.com/compound to lock in a historic 5.5% yield on your cash. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
This week in the China Shop, Dan kicks things off with the Mega Millions jackpot for some reason before diving into the latest NFP numbers and the US's new top trading partner. In Stock News, US Cellular skyrockets, Alphabet Dumps most of its HOOD stake and Hindenburg's report on ICAHN is looking more accurate as time goes on. Over in the Crypto Corner, POTUS accidently pumps BTC while COIN puts forward a sound argument in their SEC case. One forgettable week into August's Bet and neither team has taken a lead, but this week's picks should have some fireworks!Check out Dan's newest podcast, Conspiracied History here!Check out the merch in our new shop here!If you like our show, please let us know by rating and subscribing on your platform of choice! Should you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising and help you find more friends (or to replenish the Bet account), then you can donate here!SponsorshipsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 36 states, if you need anything mortgage-related, reach out to her at SPullen@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!For anyone trading futures, check out Vantatrading.com. Founded by Mr. W Banks and Baba Yaga, they provide a ton of educational content with the focus of teaching aspiring traders how to build a repeatable, profitable process. You can find our exclusive affiliate link/discount code for Vanta in our free discord server as well!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Join our Discord for a link and code to save 10%**Check out the custom studies for futures trading over at OrderFlow Labs. We do not receive any compensation for referrals, we just love their community and tools!To contact us, you can email us directly at 2bulls@financialineptitude.com Be sure to follow us on Facebook, Twitter, or Discord to get updated when new content is posted! Links:Mega Millions Jackpot at the Top of Business News?Jobs Report SummaryKevin O'Leary at Odds with Buffett on Fitch DowngradeChina No Longer Top Trade Partner of USRoom Temp Superconductors??US Cellular Moons on Vague AnnouncementICahn Investment Firm Cuts DividendsTim Cook Breaks Trend of AI Self-AggrandizementGoogle Dumps 90% of HOOD StakeUber CEO Shocked by Cost of ServicesMan Scams Home Depot out of $300K Returning DoorsIs President Biden Now a Crypto Shill?COIN Makes a Strong Case with Baseball Card AnalogyDiscord:https://discord.gg/Q8hft2zMTMLearn More Here***Send us your mailing address so we can send you a smash it yourself mug when you join!***Friends of the Show:TRADEPRO AcademyVanta TradingMindMuscles AcademyOrderFlow LabsBeginner Stuff:Beginner EpisodesMiniseries PageKnowledge CenterResourcesAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
This week on Breaking Battlegrounds, Sam and Chuck are joined by friend of the show and former Fox News executive Ken LaCorte. Ken is also the host of the Elephants in Rooms podcast. -Connect with us:www.breakingbattlegrounds.voteTwitter: www.twitter.com/Breaking_BattleFacebook: www.facebook.com/breakingbattlegroundsInstagram: www.instagram.com/breakingbattlegroundsLinkedIn: www.linkedin.com/company/breakingbattlegrounds-TranscriptionSam Stone: [00:00:11] Welcome to another episode of Breaking Battlegrounds with your host, Chuck Warren. I'm Sam Stone on the line with us today, returning guest and friend of the program, Ken Lacourt. Ken is the host of Elephant in the Room, a fantastic podcast. I highly encourage all of you to check it out. He writes about censorship, media malfeasance, which gives him lots of materials these days. Uncomfortable questions and honest insight for people curious how the world really works, which too often isn't the media these days, is it? Ken? And thank you for joining us. Welcome to the program.Ken LaCourt: [00:00:47] Oh, thanks for having me on again, guys.Chuck Warren: [00:00:48] So I want to talk about a poll that came out today by USA Today on the third party candidate. But the Republicans are elephants, Democrats are donkeys. What would be the animal ascribed to the third party movements? Anyone know you asking me that? Yeah. What should it be? What should it be? They need an animal. I mean, we've got elephants, Republicans, donkeys, Democrats. What? I don't.Sam Stone: [00:01:10] Know. Porcupine. Keep everyone the heck away.Ken LaCourt: [00:01:12] Yeah, and Porcupine used to be. Didn't that used to be a GOP thing from years and years back or.Sam Stone: [00:01:17] It was. Yeah. No. Yeah.Ken LaCourt: [00:01:19] A Whig thing. That wouldn't be too bad. You know, the problem is it'd have to be the disappearing cat. Because as much as we always see a poll out there like that and I mean, look, it's hard to, to bypass the fact that the top two nominees, the top two likely nominees right now, both have about a 33% approval rating in national national polls.Sam Stone: [00:01:41] I saw that in some polling yesterday, Chuck. And I was astounded at how much the country hates both Biden and Trump.Chuck Warren: [00:01:48] Yeah, they're done. So there's a poll that came out today by USA Today. It's done over the fifth and 9th of June and it shows 2024 national general election. Biden 34%, Trump 32, third party, 23. And then another one, Biden 33%. Desantis 26. Third party, 25. Desantis. Just people aren't familiar yet. I mean, I think his numbers are probably the same as Trump. I think he could do better. But so I looked it up and the same time in June in 1992, had Perot at 36%, George Herbert Walker Bush at 30%, and Bill Clinton at 26%. We just recycle. Well.Sam Stone: [00:02:26] Perot was, you know, as much as as much as the media glommed on. I remember that campaign pretty vividly. The media really glommed on Perot. He had a lot to say that was outside of the mainstream of both parties. I think you get a little of that with Vivek Ramaswami, but for the most part, you don't know.Chuck Warren: [00:02:44] So so, Ken, the question is, what do you think? What is the what is the ceiling for a third party candidate in the 2024 general election, do you think?Ken LaCourt: [00:02:53] I think that the the real ceiling is zero because the ceiling in running for president isn't isn't whether you can get 5 or 10% of the votes and and Perot probably got a little bit under he ran twice he probably got a little bit under 20% in 92. And neither time did he get one single vote in the Electoral College. Right. So it a third party is fun to talk about. The system is not designed for that or it's certainly not designed to have one when as we have it shaped right now. And look, the only thing Republicans and Democrats agree on is that either a Republican or a Democrat should be running the country. I mean, they have complete unanimity on that and they design all the rules to help bolster that. So I think any third party candidate, you'd have to look at who is he or she going to take votes away from as opposed to, oh, could this person get elected? It really just doesn't go beyond that.Chuck Warren: [00:03:49] Well, I see. I think Cornel West attempting to get the Green Party nomination could play some havoc in cities like Milwaukee, in Atlanta. Would you would you agree on that?Ken LaCourt: [00:04:01] Yeah. Look, if you can get I mean, look, the trick to putting a third party or having a third party person run where it helps you out is get somebody who you think would siphon votes from your opponent anywhere. So I've seen, for instance, in a in a statewide race in in Hawaii where a green candidate won, siphoned off a decent amount of votes from the Democrat, and it gave a Republican, you know, a chance to win a race in a very, very blue state. So, yeah, certainly I think in any close states, if you said, wow, here is a look, a popular libertarian will pull votes from the Republican. A popular green will pull votes from the Democrats.Chuck Warren: [00:04:43] Agree. All right. Let's talk about CNN. Cnn seems to be I know everybody likes to focus on Fox, but CNN has its own share of problems right now. Tell us a little about our audience, a little bit about that can and what's going on there and what do you foresee for CNN's future?Ken LaCourt: [00:04:59] Well, you know, CNN started this whole game. I mean, right. I mean, I worked at Fox for 20 years. I might not have had that job if it wasn't for Ted Turner and him saying, hey, I got a crazy idea. Let's go. 24 seven with news and they had a monopoly for a very long time. And of course you do well when you have a monopoly, right? We came in, MSNBC came in, and CNN kind of tried to you know, they were always leaning left, but they weren't like hard core left like they've become in the last five, five, seven, ten years, really, five, seven years. So as that as kind of Americans got a little bit more polarized as the media started getting more polarized, they found themselves in a bad position. Msnbc was was pulling in the hard core Dems, Fox News was pulling in conservatives, and they kept diminishing in the Trump years. Cnn did great. I mean, it's like, you know, people rage. Watch Donald Trump and that helps ratings. It helps money. It helps all sorts of things. I mean, you know, the Never Trumpers, you know, the professional never Trumpers out there.Ken LaCourt: [00:06:02] They're praying that he runs again. So they did okay during that. But then when he you know, then when he was off the stage, their numbers just went in the toilet. And I mean, you know, people are saying, my gosh, Fox News numbers are down after the whole Tucker thing. And they're right. But I looked at the numbers yesterday, the lowest rated original show, not repeat, but the lowest rated show on Fox News is Trace Gallagher Show because it's on at midnight, midnight Eastern, Trace Gallagher's lowest rated show beat every single hour of CNN during the day, every one of their prime time shows just, you know, it towered over all of those. So CNN has a ratings problem, but they're still making money. I mean, that's another dirty secret is is they're probably they're probably profiting a billion bucks a year even with those crappy ratings. So, you know, but look, they've become they've become like what people always accused Fox of. They've become you know, they're not fair and balanced journalists. They are hard.Sam Stone: [00:07:01] It's an ideological echo.Ken LaCourt: [00:07:02] Chamber, ideological driven thing. So the new the new guy went in and said that he had the support of David Zaslav, who is the is the chairman or CEO of Discovery, which owns that, but he's also a corporate guy who's not going to you know, these guys look out for themselves before they look out for anything else. So Chris Licht went and was told to, you know, make it more moderate. Let's go back to getting kind of both sides in. Let's not be a hard core. Let's even if it costs us a little bit of ratings and money in the meantime, let's do this. Well, he did that and tried that. Really, he did more talking about it than actually accomplishing something. And all the lefties and all the lefties at CNN, which is 90% of the staff, freaked the hell out. And how could he do this and how could he do that? And it was a drama, you know, And then he stupidly lets a, you know, a mainstream reporter walk around and follow him for two weeks with a tape recorder recording every single stupid thing he says. And that was kind of the final, don't you?Chuck Warren: [00:08:00] Don't you find don't you find that I find that interesting. He did that. And you find this with candidates a lot. They always just think they're smarter than the person following them with a tape recorder.Ken LaCourt: [00:08:09] You know, it never works. Never, never. And, you know, part of it is these people are because I just did a longer one on that. It wasn't about me, although then it turned out to be me by some scumbag reporter. And they're they're nice people. They're engaging, they're smart. You have like, good intellectual conversations with them and you think that it's going along okay, and then they get their, you know, their 50 hours of tape and say, okay, where did this guy say something that I can twist into making it look like he's a whatever ist? Or if there is these days he's a racist, he's a homophobic, he's a this, he's a that.Sam Stone: [00:08:45] Looking at it.Ken LaCourt: [00:08:46] That's what their game.Sam Stone: [00:08:47] Looking at it from the outside. I really felt like Licht and Donald Trump essentially made the same mistake, which is they didn't realize how deeply they had to clean house on day one to have any chance at all. I think he had a lot of arrogant mistakes. He clearly overestimated himself. But start right there. Well, look, it's.Chuck Warren: [00:09:05] The same problem. You know, Republicans now, their big thing is we're going to move FBI out of DC. We're going to clean up the Department of Justice. The problem is you can't clean up any of these unless you have a wholesale cleaning out of the house, because when you still leave people behind, they have their loyalties. Am I wrong on that, Ken?Ken LaCourt: [00:09:21] No, you're absolutely right. And what you it's more difficult to do in the federal government because you can't just fire everybody at the Doe. You you can only you can only affect the handful of top politically appointed jobs and everybody else is protected. Look, when the when the Murdochs took over Fox and they did this to the Wall Street Journal and they've done this, they went about very quickly in changing the corporate culture. And that's why Fox is kind of wussy these days. So what does that mean? Well, part of it is they with The Wall Street Journal, they physically moved the company. You used to have offices here. Now you have offices down the street. And that just it signals to everybody this is a different place. This is a different you know, it's all different. Well, at Fox, they did the same thing. They didn't move them physically. But like Roger Ailes office doesn't exist anymore. The entire second floor where all the executive. Fox is now a newsroom. So they just gutted it, made all of the trappings of the past gone and they and they redid it. Second thing is, is you go in and you take over. And this is why so many companies are are so woke around the world or the country at least is you take over the HR department and you get them doing different things and you get them treating treating people differently and instilling whatever values you try to bring in there. So Fox News now and this just came out is you know they've got they get pride month and and you know trans trans crossword puzzles for the employees I mean there's all sorts of just kind of like you're really going on at Fox. So they needed to change that corporate culture and said he went out and talked about doing it and then just it just it just bounced off. But look, this is a this is a guy who'd never really run anything larger than a show. So even if he kind of had good editorial chops, he probably didn't have deep management chops.Chuck Warren: [00:11:11] Well, and and again, it's one of these things and this this story as old as time. You know, he comes in, you have the owner of it, Time Warner, say, you have our support. You do what you need to do. You have our support. So he goes in, like you said, he doesn't have experience. He's fumbling through it, but he's making changes. The powers that be that stayed are hairs up on the back of their neck. And guess what? Time Warner said, Oh, no, it's just too much disruption. We can't do it. And that's why things don't change.Sam Stone: [00:11:39] He also had, to me, a fatal flaw in that he wanted, as most people do, he wanted to be liked. Yeah. And coming into that job, you can't consider that.Chuck Warren: [00:11:49] No, no. The Roger. The Roger Ailes cared if he was liked or not.Ken LaCourt: [00:11:53] They used to joke that that, you know, Republicans never get invited to parties in New York City and he just didn't care. But that's but that's really that's really important to be liked by. He wanted to be liked by Rupert Murdoch. And he was always very clear. He's like, Rupert doesn't keep me around because he really likes me. He likes me because I hit my numbers every quarter.Chuck Warren: [00:12:14] And which is which is business. Which is business, right?Ken LaCourt: [00:12:18] They look, if they really wanted to make those changes, they should have told Chris to go in, do some wholesale firings. You know, he did a couple of little shiftings. It's like we take Don Lemon and we put him in the morning show and it's like, well, you got rid of the fat kid, Brian Stelter.Chuck Warren: [00:12:32] It's like it's like the guy in the subway, red cups. I mean, he.Sam Stone: [00:12:34] Was like the easiest. Stelter was like the easiest guy in the world to fire. Folks. We're going to be coming back with more in just a moment. Breaking battlegrounds. Be sure to go to breaking battlegrounds, vote. Download all of our past episodes. You can check those out there. We're on Substack, Spotify, all the various places, Apple Podcasts, everywhere you get your podcasts, breaking battlegrounds is there. And we're back in a moment. Welcome back to Breaking battlegrounds with your host, Chuck Warren. I'm Sam Stone. Hey, folks, are you looking for a great way to earn a fantastic return on your money and actually do good by doing well for yourself? You need to check out investyrefycom that's invest the letter y then refy.com? They are taking distressed student loans. They're refinancing them. You can actually invest in what they're doing. You can earn up to a 10.25% fixed annual rate of return and you're helping a student get out of debt, get their credit back online. This is the the most basic form of capitalism. One person with a need, another person with an opportunity coming together to help each other. So check out investyrefy.com or give them a call at 888 y Refy 24 and tell them Chuck and Sam sent you.Chuck Warren: [00:13:52] Can I want to ask a question here? If you were running any Republican opponent in the primary against Donald Trump, what is the message you would be selling to people or is there a message that would even work? Do you think?Ken LaCourt: [00:14:06] That's a tough one? I actually think that the DeSantis is. I'm not sure if his delivery is as good as it needs to be for him to really rise and be a captivating and charismatic candidate. But I think the concept but but I think his overall platform is good, which is I did stuff I didn't just sit out and give a speech on here and complain about something. I actually made the government work for us. And whether that was in changing some of the education things, both in keeping keeping, you know, gay gay salutes to the flags out of third grade classes. What did that he made some changes on the on the on the one what was it the one institution that they had that was a college that they had where he changed some things around. Right.Sam Stone: [00:14:54] He's the University of South Florida, I think it was. Yeah.Ken LaCourt: [00:14:58] So I think that that's actually a good thing because, you know, a decent comeback to Trump is, you know, you set a lot of great things, but the wall ain't there. And Omarosa didn't change whatever agency she was trying to do. And you fired half of your staff and hate them all. And, you know, you have good ideas and you're solid for that. But let's start winning. And you haven't done that except for one election. And that that concept, I think, you know, Republican, you could go to Republicans and say if you really want to upset Washington, elect somebody who can not only win the next campaign, but actually institute what they believe.Chuck Warren: [00:15:36] Exactly.Ken LaCourt: [00:15:37] That's not a terrible that's not a terrible.Chuck Warren: [00:15:39] No. Yeah, the proof's in the pudding type thing. All right. Let's talk quickly here. The one thing that really put DeSantis on the map is how he handled Covid. Now, you know, Jack Kemp, Governor Kemp did the same thing, but not quite with the fanfare. Ron was a little more in-your-face about it.Sam Stone: [00:15:55] In fairness, Ron was further out front of him. He kind of broke the trail. But him and Christie Noem.Chuck Warren: [00:16:01] Yeah, Kemp Kemp will argue with that. But my point is on the so Covid really was what put him on the map in a lot of ways. And there's a new book out by the Institute for Economic Affairs in London called Title Did Lockdowns Work The Verdict on Covid restrictions? And it is a slap against the government bureaucracy, against government health organizations. The quote from the book says, When it comes to Covid, models have many things in common dubious assumptions, hair raising predictions of disaster that miss the mark and few lessons learned. The science of lockdowns is clear. The data the data is in the life saved were a drop in the bucket compared to the staggering collateral cost imposed. And they say, for example, Neil Ferguson's infamous Imperial College of London model predicted lockdowns would avoid 1.7 to 2.1 million Covid deaths. The study actually finds that it reduced Covid deaths from 4300 to 15,000. Do you think being in the news business, how do you think they should have handled it? Now I get the first two weeks, all hell is breaking loose, right? They don't know. Right. But what do you think they should have done after a month or two months in the news business and handling Covid because they just didn't know It was like a moving target all the time and they weren't honest about it.Ken LaCourt: [00:17:16] On the news side or on the government.Chuck Warren: [00:17:17] Side? Both. Let's do news first. What you're really familiar with.Ken LaCourt: [00:17:21] Well, I mean. You know, news likes to scare you. Yes. And they don't sit around in their meetings and say that say, oh, how do we how do we frighten people from going from sending their kids to school? Because there was a school shooter here. They don't talk or even think in those ways, but it just kind of has the same effect. They sit around and say, what's a what's a oh, that's a very, very interesting story. Oh, that scares me. So part of it is that baked into their model is scaring the heck out of you look. But what was so on on on this was it just got caught up in. Trump Yes. Trump No, I mean, if you tell me who you voted for, I could tell you what you think about hydroxychloroquine or any of these pills. And the media was just as bad. So I think that they brought their banner. Trump doesn't wear a mask. He's a murderer mask. You know, everybody has to have a mask. Stay home. And I think that that that politics kind of override all of that. And if somebody would have had the.Ken LaCourt: [00:18:24] The.Ken LaCourt: [00:18:26] Time and the attitude to kind of be in the center on that. But I tell you, it is hard to win in the cable news game or the or the news game in general being a a centrist. Fair and balanced type person. That's not the stuff that people share. It's not what they want to watch. They don't want to watch the news shows. They want to watch Sean Hannity or Rachel Maddow kicking the other side in the teeth. And it's easy to blame the media, but the media is reflecting what we click on and what we turn on.Chuck Warren: [00:18:56] I'm thinking I'm going to make a I have a perfect example. So I was in DC this week and met with a friend who he used to play in the NHL. He's been the national marketing person for Adidas. I mean, he's a man about town, right? And we were there for these Icahn conferences and he was just talking about how disappointed he was on the news, not being more balanced and things of that nature. And then everything he fed me was from a MoveOn.org email. I mean, everything was so extreme. But in his mind, I'm being fair and balanced. There's just these crazy people. And like, he wouldn't even acknowledge that why we have our nut jobs on the right side. The left has more than their fair share as well. Actually, there are studies that show left wing activists are basically nuts and narcissists, right? I mean, there's actually studies on it. But he just didn't want to realize that fact. And you're right. So they they sell what they think is reasonable, but it's really just feeding what they already believe or want to believe.Ken LaCourt: [00:19:55] Yeah, I mean, that's that's what we click. That's what we share. That's what we talk about with our spouses when we get home. And it's a it's a model that is is not helping us overall, but it's kind of hard to point to the bad people in it.Sam Stone: [00:20:09] Guys. I you know, I actually think it was a little more nefarious than that with Covid because you clearly have this really deep connection between the two leading news agencies from which all other news agencies get their information. The Washington Post and The New York Times, with federal high level officials at a handful of federal agencies. And I really felt like they were playing this game where they were trying on the federal end to manipulate Donald Trump and then attack him for everything they were manipulating him into doing. I mean, call me a conspiracy theorist for that, but I really think the entire Covid narrative came is what it is and was what it was because they were trying to get rid of Donald Trump.Ken LaCourt: [00:20:55] Yeah, it's hard to kind of read people's hearts at a certain point. I can say that when I sit in political meetings on the left or the right, I see more people just wrongly, How do I say I see less nefariousness and more like people convincing themselves that they are saving lives, for instance, in this debate. So I suspect when you go in there, it's like, you know, when Trump doesn't wear a mask, he's killing people. Yeah, he's a murderer. Stop this. We got to do this. So, you know, it's usually easier and it's to say, well, they're probably all, you know, Soros types. And I don't want to I don't want to act like that doesn't exist there. I usually find that I usually find that people they they fool themselves into into thinking that they're going after the greater good, even if even if they're wrong.Sam Stone: [00:21:43] And we'll be coming back with more breaking battlegrounds in just a moment here. And more from Ken Lacourt. Folks, be sure to check out his podcast, Elephant in the Room, Breaking Battlegrounds. Back with more in just a moment. Welcome back to Breaking battlegrounds with your host, Chuck Warren. I'm Sam Stone. On the line with us right now, media expert Ken LeCourt. Check him out at Elephant in the Room, his fantastic podcast.Chuck Warren: [00:22:15] Ken, UFOs, are they real?Ken LaCourt: [00:22:20] You know, I don't know. But up until two weeks ago, I would have said, yeah, look, there may be other life and there probably is other life in other planets, but but not here. And you know, every person who's talking about UFOs, you know, they don't really look like the most intelligent person. And when they've done talking about UFOs, then they tell me about, you know, the Jews brought down the Twin Towers. And I started hearing all sorts of crazy conspiracies. But some weird stuff is going on. And the biggest thing is some news that has been just really ignored in almost all the mainstream press. And it's that a fairly high level national security, defense, intelligence guy who worked on some of this stuff came out with some just crazy concept saying, eh, that the United States has multiple alien crafts in its possession and is reverse engineering and has this stuff out there. So that was the essence of his claim. And you normally just say, forget it. But this was a guy who had the, you know, a GS 15 clearance who has has serious, serious people saying you should listen to this guy because he's he's real like a general and the former head scientist at at at one of our one of our top agencies he filed a whistleblower complaint, a complaint that he actually helped write the law for for UFO whistleblowers, which they now call UAP, unidentified aerial phenomena.Ken LaCourt: [00:23:52] And you can't dismiss him as a nut. Now, maybe he just took a whole a whole lifetime of being a serious guy and having high level government security clearances and whatnot, and just decided to lie and sell some books going on, although he may go to jail if that's the case, because he's given some specific testimony to Congress and he's going back and they're they're they've announced that they'll have some House oversight hearings on this. And he alleges that basically parts of the government and private industry really, really like that. It's kept at some of these these large defense contractors have been misleading the government have been lying about how they're spending money. And that's the basis of his of his of his whistle whistleblower lawsuit. Well, not a.Sam Stone: [00:24:37] Lawsuit, Ken. One thing that made me believe him more when this came out is the admission. You know, if you go back in 2020, the Air Force admitted that they've had numerous encounters with what they identified as uaps, unidentified aerial phenomenon aircraft or some type of craft moving in ways that atmospheric flight craft cannot move. Right. And they actually put out some of those videos. And then here you have this guy coming along with testimony from a slightly different agency and angle, but it's certainly not contradictory information. So yeah, I'm putting on the tinfoil on this one.Ken LaCourt: [00:25:16] And and yeah, it's kind of weird. It's just, you know, to have your mind kind of ripped into two two directions, neither of which should be true or should be believable without with our current understanding of life. But yeah, look, NASA, NASA held a hearing two weeks ago where they showed some of that some of those footage of metal spheres that are flying through the air and doing weird things and they're like, We have these on visual, we have these on on radar, we have these on multiple sensor type of systems. So we don't think it's, you know, we think that these things are actually real and we really can't explain it. And then it puts so many past guys that you said, Oh, he was a nut, he's a nut. She's a nut into into a little bit better perspective. It makes you scratch your head.Chuck Warren: [00:26:00] There's some there's some ponytail guy in a trailer in Nevada and Northern California saying, I told everybody I was right. I told everybody I was right.Sam Stone: [00:26:07] If resurrection is real, we need someone to pull Art Bell out of the ground right now.Chuck Warren: [00:26:11] By the way, I want to bring up something funny that just cracks me up. So the S&P global to the London Stock Exchange. Tobacco companies are crushing Tesla and the ESG ratings. I mean, is this ESG the biggest joke around or what?Ken LaCourt: [00:26:27] It's a it's a scam. It's a scam, and it's from A to Z.Chuck Warren: [00:26:32] I mean I mean, the left hates Elon Musk and he's made what they want a reality efficient electric vehicles. And he has a lower rating than tobacco companies. I mean, are we that crazy?Chuck Warren: [00:26:45] I mean, those poor.Chuck Warren: [00:26:46] Guys in the trailers.Ken LaCourt: [00:26:47] Hitler was a vegan. I mean, they they've got a problem because they and I live right outside of San Francisco. You know, they love this guy. Up until about six months ago when he started doing things they didn't like. It's been funny to watch him go from from oh, my gosh. Ellen is is the ideal man, too. He's a mega nut job. It's been hilarious.Sam Stone: [00:27:08] Can we have just one minute left? Tell folks how they can stay in touch and follow and support all your great work.Ken LaCourt: [00:27:15] So best thing is YouTube. Elephants in rooms I put together. Look, I'm a huge believer that there are just so many conversations, like some of what we've had right here that you're just not supposed to have. And we should. And whether it's, you know, a lot of that is race based, a lot of that is just is is things that you're not supposed to say aloud, but it actually hurts people in the long run if you don't. So elephants in rooms Lacourt and you can find.Chuck Warren: [00:27:44] Me on there. Ken, let's get you out to Arizona. Have you in the studio?Ken LaCourt: [00:27:47] I'd love to. My daughter lives up up in Prescott, so I'd love to beat it.Chuck Warren: [00:27:50] Get on out here. Thanks a lot, buddy. All right, guys.Sam Stone: [00:28:04] Welcome back to Breaking Battlegrounds with your host, Chuck Warren and Sam Stone. We want to thank Ken Lacourt for the fantastic interview today. Really appreciate having him on there. Folks, make sure you catch up with his podcast, Elephant in the Room also, but be sure to download ours as well. Go on Substack Spotify. Go to our website Breaking battlegrounds. Upvote You can find all our past episodes there. Fantastic opportunity for you to stay informed about things that are happening in the world and the unique insights from some of our fantastic guests. While you're doing that, maybe think a little bit about your financial future and considering investing with refi. Why? Refi is a due diligence approved firm. You can earn up to a 10.25% fixed rate of return. That's right. 10.25%. Just go to investyrefy.com. That's the letter. That's invest the letter y, then refyfy.com or give them a call at 888Yrefy 24 and tell them Chuck and Sam sent you.Chuck Warren: [00:29:01] Well, what, uh, what a pleasure to have Ken on a little bit longer format today. He's always interesting and keeps up on the news and I enjoy his newsletter. It's succinct. He I think he and Eric Erickson do a fantastic job summarizing just some of the highlights of the day and, you know, provide a link to the article. And it's great.Sam Stone: [00:29:22] Reading. I think he's he's one of those sources that if you're looking for honest news in the world, it's a great place to elephant in the room is a great place to go start with, you know, the stuff that's not going to get covered on CNN or at least not be covered fairly and honestly, Chuck, I love the longer format with guests. I like having kind of a little bit more time for these interviews so we can flesh out the discussion a little.Chuck Warren: [00:29:46] Well, it's funny, when I was in DC this week, I got in yesterday, I was meeting with some communications press secretaries for congressmen, and they were excited that we do longer than five minute interviews like you do 20, 30 minutes and they call that long format. And I, I don't view it as long format, but they do.Sam Stone: [00:30:04] I got to tell you, I actually always feel rushed because there's so much good information that we're getting from our guests. I agree.Chuck Warren: [00:30:11] I mean, especially Congressman Dunn, that you had on. I mean, you could have been a whole hour with him.Sam Stone: [00:30:16] I would love to have done the whole hour with him. And that, folks, by the way, if you're listening to this on one of the Salem radio networks, call into your local station and tell them if you're getting in this on a podcast, call your local station. Tell them you want to have breaking battlegrounds on the air and tell them you want us to be on for two hours. I mean, if they're going to put us on there for two hours, we'll be here for two hours talking to you and we'll be talking to some fantastic guests doing it.Chuck Warren: [00:30:39] So a couple of topics I want to discuss that we did not discuss with Ken. Let's first talk about something regarding Arizona. There is a new measure to put an initiative on the ballot regarding public transportation Folks, What we have currently, and I think it's been around, what, a decade or two, so.Sam Stone: [00:30:54] Actually 40 years now.Chuck Warren: [00:30:56] 40 years. We have a half a cent sales tax, a half.Sam Stone: [00:30:58] A cent sales.Chuck Warren: [00:30:59] Tax to transportation, which in a lot of ways, if you're believe in federalism and state rights, you know, the state should cover their highways and their transportation. Right? And Sam, maybe I'm wrong. I know you follow this much more closely than I do. What we have is they have language they want to put on the ballot. And Katie Hobbs. Wants more for light rail.Sam Stone: [00:31:24] Basically, yeah. So, so this is really interesting. And I know folks, if you're listening out there in another state, you might think, Hey, this doesn't really apply to me. They're just talking about Arizona. But no, this is a discussion that's happening in every state and every city. Every county right now is what does the future of transportation look like? And so we've had this sales tax on the books. It's actually been it was originally put on the books in 1985, and the reasoning was for the expansion of the I-10 and I-17 corridors and for some of our rural state highways. And it did a very nice job of that. 20 years later, the tax was extended by voters. Now it's up again. Now, each time it's been put up, it's been promised to sunset at the end of its 20 year run. And obviously that's not happening. But but there's a really interesting battle going on here right now between the governor and MAG, which is the Maricopa Association of Governments, which is a very left leaning sort of overarching entity that, quite frankly, I don't think should ever been created. But the battle is entirely over, not extending the tax. Everyone has agreed to do that. The battle is over how that money gets spent. Republicans want to spend the you know, they're fine with adding buses and bus rapid transit, but they don't want to expand light rail and they don't want to do something else. That's in the MAG version very specifically. And folks, when folks when people on the left are prescribing transit these days, it's not just light rail, it's not just trains. People tend to like trains, um, for for some really bad reasons, quite frankly. But they do.Chuck Warren: [00:32:59] And if you haven't seen the Modern Family episode on trains, please look it up. Yeah.Sam Stone: [00:33:03] No, that's exactly that's exactly right. I will try to attach that on the end of this thing here if you go to our website. But, but what they don't like is road diets and.Chuck Warren: [00:33:12] And explain to people what a road diet is.Sam Stone: [00:33:14] So a road diet is a prescription that any major arteries if they are two or more travel lanes in each direction, they're going to take a lane away from the from vehicle travel in each direction and replace it with. Again, it sounds really good multimodal multi-use path, right? What that means is a bike path that's going to be empty 99% of the time and a bigger detached sidewalk that especially here in Arizona, is also going to be empty most of the time and taking away a lane of travel. So every two lane road becomes one lane in each direction. Every three lane road becomes two lanes. You're talking about a massive increase, a massive increase in traffic and time and the people doing this. One of the things I always love this, we're going to cut down the emissions because we're going to drive people out of cars. Well, they've done this in a lot of cities Boston, New York, Philadelphia, Chicago, Los Angeles. They have tied traffic in knots. They certainly haven't reduced emissions and they haven't gotten people out of their cars. They've just managing to make them wait idling longer air.Chuck Warren: [00:34:22] Which causes air pollution.Sam Stone: [00:34:23] Which causes pollution. Yeah.Chuck Warren: [00:34:25] I mean, or supposedly climate warming. Yeah. Well, right. I mean. I mean, is that what they say?Sam Stone: [00:34:29] Right, right. Yeah. No, this is exactly right. So it's counterproductive. The fact is that if people I mean, we did we we we worked together on an initiative to try to to roll back Phoenix's light rail expansion a few years back. Chuck And you actually commissioned some polling in that. One of the questions was, why do you support. If you support light rail, why do you support it? Do you remember what the number one answer was on that survey?Chuck Warren: [00:34:57] Other people off the road.Sam Stone: [00:34:59] Other people.Chuck Warren: [00:35:00] Not you. Other people.Sam Stone: [00:35:02] Right. Nobody answering that. That question envisioned themselves leaving their car at home and hopping on the light rail. They just hoped it would make traffic less inconvenient for them.Chuck Warren: [00:35:12] Exactly.Sam Stone: [00:35:12] Everyone had that same hope. Boy, that's some kind of fallacy right there. I mean, come on.Chuck Warren: [00:35:18] But you're going to see this more and more. And I think, folks, what you have to be aware of, based upon the fiscal calamity in D.C., more of this burden is going to be put upon the states. It is. And conservatives are going to be confronted with the fact that you're going to have to find the money within the budget for transportation and roads and things and nature, which we all need. It's part of economic development and part of safety.Sam Stone: [00:35:42] I'm not against bus and bus rapid transit expansion. Light rail is a bad solution.Chuck Warren: [00:35:47] No, I agree in that. What I'm saying is conservatives are going to have to come up with because of the fiscal problems of District of Columbia and Congress, I think more of this is going to be put on because as more and more so, the one issue that Democrats in the press during the national debt debate were unwilling to confront is so much of our national spending is mandatory. Right? So that means obviously you have less discretionary, which is transportation. More of this is going to be thrown on the states. There's there's no way around it. And folks, you're going to have to judge who your legislators are, who your city council people are yourself, but they're all going to be confronted. How do they find this extra revenue? So you're either going to have to tell them to find it from this area of government. Currently they're spending and cut it and apply it to this or they're going to have the dilemma we have. We've had 40 years now. Here are a half a cent sales tax. It's been efficient in a lot of ways. It's put, you know, it's.Sam Stone: [00:36:45] Put a lot of miles of road on the ground. It's also put a lot of miles of largely unused light rail on the ground.Chuck Warren: [00:36:51] Right? And so you're going to have to make decisions on that. And Sam, and I've always felt regarding light rail, to me, the light rail never works unless the federal government comes in and says, here's hundreds of billions of dollars and we're going to connect everything at once, because what they do is they do this piecemeal thing that makes it completely ineffective.Sam Stone: [00:37:07] Well, also, I mean, one of the one of the if you actually dig into the numbers, light rail is never going to be any kind of rail system does not work unless you have massive density. You have to have population density that does not exist.Chuck Warren: [00:37:21] It just does not work out west.Sam Stone: [00:37:22] Outside of the the East Coast.Chuck Warren: [00:37:24] New York or Chicago or something.Sam Stone: [00:37:25] To a smaller extent. San Francisco, Los Angeles.Chuck Warren: [00:37:28] You probably do Miami, but it's very limited. So anyway, pay attention to that. That's a real debate here. Katie Hobbs, you know, which you would expect from a liberal governor loves, you know, the light rail. And Republicans are like.Sam Stone: [00:37:42] Well, you know why They you know, why they love light rail. You want to know who one of the biggest donors to Democrats is? Horizontal construction. The people that build roads because they're heavily unionized. Right. Right. The union employees make sure that they kick huge amounts of money to Democrats, including at the corporate level. But then obviously, these are the people who build the light rail. If you're talking about spending $30 billion on light rail, the companies here are looking at that as a minimum. I tell you for sure, a minimum of $6 billion of profit out of that 30 billion, 20%. So if they end up giving $1 billion to Democrats to make 5 billion, they do that. And that's exactly what's funding they would probably.Chuck Warren: [00:38:29] Give to to get four. It's a pretty good deal at the end of the day. All right. Let's talk about news for in Dallas is reporting a story and the headline is Realtor Helps LGBTQ. Plus Texans Leave the State Through Rainbow Underground Railroad. There's two fallacies here. And, you know, they've interviewed some people. One, you don't need an underground railroad in America. You just pick up and leave. No one's telling you not to leave. Call U-Haul. No one's. Yeah, call U-Haul if you can find one. No one's. No one's forcing you. No one's forcing you to stay in any state. The only actually the only people forcing you to stay in the state is California who wants to apply taxes on you if you leave. So really, if you need an underground railroad, it's for Gavin Newsom and California's tax.Sam Stone: [00:39:23] Well, see, that's the other side of this truck. You can get a very cheap U-Haul in Texas. Yeah, Yeah. You get a very cheap U-Haul in Texas. As long as you're willing to drive it back to a blue state because nobody's doing that.Chuck Warren: [00:39:33] So in this article, it quotes the lifelong Texan, whose name is Paul Lewis, committed in January to begin looking for somewhere else to move. He explained how two factors solidified that decision, pointing to the growing number of Lbgtq restrictions introduced in the. Slate of session and the deadly mass shootings happening in the state. Now, the latter. Look, we talked about this. People are uncomfortable, right? And if that's something that makes you uncomfortable, that's that's what it is.Sam Stone: [00:40:00] But but let's you and I have slightly different takes on that. But we both agree that this is a big problem, a big problem in terms of the the perception.Chuck Warren: [00:40:08] It's a big problem. It's a big problem for fair. It's a big problem for fair. Right. So, okay, let's go and say that's an issue, right?Sam Stone: [00:40:14] The LGBTQ stuff. Are you kidding?Chuck Warren: [00:40:16] Let's talk about what these restrictions are. What we're simply saying is you can't mutilate mutilate a child. And and and so now this is anti LGBTQ plus legislation saying you can't do irreparable harm. That can't really be reversed.Sam Stone: [00:40:35] Which by the way, is something that every almost now every European country is running to implement these restrictions and not allow this type of, as Jamie.Chuck Warren: [00:40:43] Pointed out, socialized medicine countries are saying you can't do this to children anymore.Sam Stone: [00:40:50] Right now. And countries that are brought up by the left as avatars of left ideology are running from this as fast as they can. They see the harms. This is not going to stop in. American hospitals are making a fortune.Chuck Warren: [00:41:05] And as you said before the show, what's going to happen is you're going to see several huge civil lawsuits that may bankrupt these hospitals who have made a fortune off Covid. But again, the thing that really stuck out at me, so this is what the this is what the left does, they try to frame this. And Republicans are very bad at this. An underground railroad assumes that in secrecy you need a guide to get you out of the hands of slave owners. I mean, no one's I mean, I am sure no one in that neighborhood is saying, oh, Paul, you know, don't let the door hit you on the butt. He sounds like a jerk. And so, you know, it's just one of those things. And it's again, it's again where the Republicans and conservatives are simply failing to communicate their message and they need to stop calling it anti Lbgtq. We start saying this is pro kid legislation.Sam Stone: [00:41:55] Well, it's we're against child mutilation as a pretty straightforward position. I mean, honestly, just like.Chuck Warren: [00:42:01] Look, let kids be kids and they'll figure it out. They want change after 18. Let them do.Sam Stone: [00:42:04] It. Yeah, I don't care what anyone does as an adult. If you're making a decision in your right mind about yourself and that decision is to chop off your genitals, I think you're an idiot, folks. You can. You're an idiot with the right to be an idiot.Chuck Warren: [00:42:16] Look us up at breaking battlegrounds, dot vote or anywhere where you find your podcasts, make sure you review. Make sure you share. We've enjoyed our time with you and we hope for all the fathers out there. You have a fantastic Father's Day. Enjoy your family.Sam Stone: [00:42:30] Barbecue.Chuck Warren: [00:42:30] Something good? Yeah. Take care. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit breakingbattlegrounds.substack.com
Carl Icahn gets what he was after as Illumina's CEO steps down but what does this mean for the company's potential big acquisition? (00:21) Jason Moser and Deidre Woollard discuss: - If Illumina's CEO's exit will impact the company's moves to acquire Grail. - Carl Icahn's history of activist investing. - Thoma Bravo's success in buying companies and repackaging them for sale. (14:37) Ricky Mulvey interviews Anjay Nagpal, host of the podcast “Brokers, Bagmen, and Moles” about the curious history of the Chicago Mercantile Exchange and its ramifications on today's investing universe. Companies discussed: ILMN, IEP, NDAQ, MSFT, ATVI Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Anjay Nagpal Producer: Ricky Mulvey Engineer: Dan Boyd
MONDAY KETCHUP: Nepo Soros is antiwoke catnip, JPM settles Epstein, Icahn win-loses at Illumina, and diversity isn't a body count (STUDY)
MONDAY KETCHUP: Nepo Soros is antiwoke catnip, JPM settles Epstein, Icahn win-loses at Illumina, and diversity isn't a body count (STUDY)
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Kieran Poole is joined by Insightia's Rebecca Sherratt, Antoinette Giblin, and Miles Rogerson to pick the most important stories of the month that you need to know about. On the agenda are Hindenburg Research versus Icahn Enterprises, Shake Shack's vulnerability to activism, and executive pay in Europe. Make sure to also subscribe to Diligent's The Corporate Director Podcast.
-Berkshire Hathaway released their earnings report and had their annual investor conference -Important takeaways from Google's IO conference -Disney is potentially preparing to take steps to fully buy Hulu by 2024 -Icahn vs the short sellers at Hindenburg Research --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Value Stock Geek is a do-it-yourself value investor who researches companies and invests in his spare time. His substack is an outlet for him to publish my research on individual companies. https://www.securityanalysis.org/ Twitter: @valuestockgeek About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
Den Podcast als Newsletter kriegen? Komm in die Gruppe! Adidas geht's schlecht, aber ohne Kanye geht's gut. Gut geht's auch bei Carvana, Western Alliance, PacWest, Coinbase, DraftKings und Live Nation. Außerdem feiert Buffett mal wieder Hauptversammlung mit viel Apple, viel Cash und wenig Taiwan. Drei Brüder versteigern die Möbel ihres Vaters und gründen ein Milliarden-Business. Das ist die Story von Ritchie Brothers Auctioneers (WKN: 912785). Legendärer Investor attackiert legendären Investor. Das ist die Story von Icahn Enterprises (WKN: A0M1Z9) und Hindenburg Research. Diesen Podcast vom 08.05.2023, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
Legendary corporate raider and activist Carl Icahn found himself on the wrong side of a familiar battle this week when the short selling investment firm Hindenburg Research took aim at Icahn's publicly traded holding company, alleging in a new report that Icahn Enterprises L.P. (IEP) is overstating the value of its private asset portfolio, and that its publicly traded stock units–85% of which Icahn owns–are “significantly overvalued.”Icahn's fortune fell over 35%, from $18.3 billion on Monday afternoon to $12 billion as of Tuesday's market close. Icahn Enterprises units tumbled 20% on Tuesday, shaving $3 billion in market value off Icahn's fortune. Forbes then trimmed Icahn's estimated net worth by another $3.6 billion, after it was revealed that Icahn had pledged over half of his IEP shares as collateral against unknown personal debts.Hindenburg is a short selling activist hedge fund run by Nate Anderson who is most famous for having released a video of Nikola's electric truck prototype being towed up a hill in order to be pushed down to make a promotional video showing that the technology was fully operational. He claims that Icahn Enterprises has a Ponzi-like economic structure. Patrick's Books:Statistics For The Trading Floor: https://amzn.to/3eerLA0Derivatives For The Trading Floor: https://amzn.to/3cjsyPFCorporate Finance: https://amzn.to/3fn3rvCPatreon Page: https://www.patreon.com/PatrickBoyleOnFinanceVisit our website: www.onfinance.orgFollow Patrick on Twitter Here: https://twitter.com/PatrickEBoylePatrick Boyle YouTube Channel Support the show
Carl Quintanilla, Jim Cramer and David Faber explored what investors should make of Friday's market rally after four days of selling. Both Apple's earnings and the government's April jobs report beat expectations, easing concerns about the possibility of a recession. Regional banks were in rebound mode, recouping some of this week's steep losses that were sparked by renewed worries about the group. Also in focus: Warner Bros. Discovery's quarterly loss and streaming profit, Lyft tumbles, Icahn vs. Hindenburg, plus reaction to travel earnings fromExpedia and Booking Holdings. Squawk on the Street Disclaimer
“A mi me jodieron vivo” Johnson, de Renovables: https://nofinancieros.myshopify.com/ Referral Tax Down: https://taxdown.es/referido/?ref=10RB3L9RRJS2MPN7 El resumen de todo los podcast nofinancieros de la semana aquí https://nofinancieros.substack.com/p/resumen-s18-del-23 Mira la grabación del podcast: https://youtu.be/9DKJ8Ll8-pY Queda un 67 % para acabar el año, mientras, esta semana en el universo nofinancieros: LOS FINPICKS LM First Republic y el inmobiliario En el pod-newsletter de hoy: 1. Stanley Druckenmiller sin habla. 2. Mal dato PMI China. 3. First Republic Bank. 4. Concentración bancaria. 5. No linealidad en inmobiliario. https://nofinancieros.substack.com/p/first-republic-y-el-inmobiliario MX Biden vota a Trump En el pod-newsletter de hoy: 1. Biden vota a Trump. 2. Mientras el carbón en Rusia. 3. Posible cambio en las políticas monetarias de Japón. 4. Más datos del real estate comercial en SF. 5. Las pérdidas por los MBS. 6. Un ejemplo de scary concentration. https://nofinancieros.substack.com/p/biden-vota-a-trump XJ Icahn e IA En el pod-newsletter de hoy: 1. La IA para todo. 2. Meta saca avatar de Zuckerberg. 3. Meta emite 7 billions de deuda. 4. Número de menciones de IA en la presentación de resultados. 5. La IA y la propiedad intelectual. 6. Chegg Inc víctima de ChatGPT. 7. Locura de mercados. 8. Hindeburg sobre Icahn. https://nofinancieros.substack.com/p/icahn-e-ia JV El dominó de los bancos regionales US En el pod-newsletter de hoy: 1. Toda la movida de los bancos regionales americanos https://nofinancieros.substack.com/p/el-domino-de-los-bancos-regionales ▶ Newsletter: https://nofinancieros.substack.com/ ▶ Twitter: https://twitter.com/nofinancieros ▶ Web: https://nofinancieros.com/ ▶ Youtube: https://www.youtube.com/@nofinancieros ▶ Ivoox: https://www.ivoox.com/podcast-no-financieros_sq_f1790917_1.html ▶ Spotify: https://open.spotify.com/show/0NTuZpYAOOfdr3ITVgVC9s ▶ Apple Podcast: https://podcasts.apple.com/us/podcast/no-financieros/id1494326681?uo=4 ▶ Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc3ByZWFrZXIuY29tL3Nob3cvNTEzNDQ1Mi9lcGlzb2Rlcy9mZWVk #descubre #finanzas #economia #noticias #mercados #inversiones #biden #trump #bancos #crisis
On this episode of Market View, Dan Koh and Ryan Huang explore the latest on the US banking turmoil, which is seeing another regional bank suffering steep selloff overnight on Wall Street. They also analyze some of the key highlights coming out of Apple's latest earnings results and find out what Microsoft's collaboration with Advanced Micro Devices on the chipmaker's expansion into artificial intelligence processors would mean for Nvidia.See omnystudio.com/listener for privacy information.
Episode 52: Neal and Toby discuss the future of regional banks amidst the failure of First Republic and stock free fall of Western Alliance and PacWest. They also breakdown the Hindenburg report on Icahn Enterprises that erased a fifth of the company's value. Plus, why Pornhub blocked access to it's site in Utah and why the US Surgeon General is declaring loneliness the new epidemic. And finally, Forbes released the list of the highest paid athletes in 2023, why a surprising number of them have a connection with... the Middle East. Learn more about our sponsor, Fidelity: https://fidelity.com/stocksbytheslice Listen Here: https://link.chtbl.com/MBD Watch Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
“A mi me jodieron vivo” Johnson, de Renovables: https://nofinancieros.myshopify.com/ En el pod-newsletter de hoy: 1. La IA para todo. 2. Meta saca avatar de Zuckerberg. 3. Meta emite 7 billions de deuda. 4. Número de menciones de IA en la presentación de resultados. 5. La IA y la propiedad intelectual. 6. Chegg Inc víctima de ChatGPT. 7. Locura de mercados. 8. Hindeburg sobre Icahn. Recibe el podcast en tu correo: https://nofinancieros.substack.com/p/icahn-e-ia Mira la grabación del podcast: https://youtu.be/Gnja2yOymSs ▶ Newsletter: https://nofinancieros.substack.com/ ▶ Twitter: https://twitter.com/nofinancieros ▶ Web: https://nofinancieros.com/ ▶ Youtube: https://www.youtube.com/@nofinancieros ▶ Ivoox: https://www.ivoox.com/podcast-no-financieros_sq_f1790917_1.html ▶ Spotify: https://open.spotify.com/show/0NTuZpYAOOfdr3ITVgVC9s ▶ Apple Podcast: https://podcasts.apple.com/us/podcast/no-financieros/id1494326681?uo=4 ▶ Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc3ByZWFrZXIuY29tL3Nob3cvNTEzNDQ1Mi9lcGlzb2Rlcy9mZWVk #descubre #finanzas #economia #noticias #mercados #inversiones #IA #chatgpt #Icahn #hindenburg #research #report
Bon ben voilà, les investisseurs sont pour la centième fois en train d'attendre que la Fed soigne leurs maux. Et ça ne sera pas une partie de plaisir, puisque la quadrature du cercle initiale est rendue plus complexe encore par la crise bancaire qui grignote la confiance et fait chuter des établissements qui semblaient à l'abri du besoin aux Etats-Unis. Jerome Powell a du boulot, ce soir à 20h30.
Have you seen Pepe coin? $3k would have made you $3M in a couple of weeks. A look at $SPY and how to play $AAPL earnings plus 2 earnings plays that I like $ET and $RBLX right now. In Mexico - the show is sponsored by $MELI - what a killer stock. In the US - the show is sponsored by Carvana $CVNA and Reeses Peanut Butter Cups SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3P8FJPM, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you'll get your first month of service for $20-off! Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Please use this link as I do get a commission when you sign up, but it's the program I use my algorithm in and I'll give you access to the algorithm if you sign up through this link. I will also give you watch lists and my custom scans that I use in the podcast every day. Sign up for Webull and get free stocks like I did - WEBULL LINK Support the podcast - HERE Social Links and more - https://linktr.ee/dailystockpick NOTES Pepe coin $frc is dead but $dpst might be good now $schw still a good bet $msft weekly stock pick $aapl earnings When to sell $aapl - if you think it's going to go down you could own it and sell some covered calls to collect the premium without having to sell the shares. Then if does go down you get the premium. Also it can ensure a long term capital gains (15% vs your income rate of 34%) $uber earnings - did you get it under $30? Loss of $.08 which is better than expected with higher revenues and bookings up $f earnings - they will highlight Evs $AMD earnings $SBUX earnings $ET earnings - could get to $16 - look at the dividend - insider buying Hindenburg now attacking Icahn enterprises $iep $TOP $GDC $SEDG - under $300 $RBLX - earnings on 5/9 - under $40 - may get pumped back over $40 SCANS $PFE $XLY $VTRS $CLF $MRNA $MRO $VNOM $COP $XLI $DKNG - extended but still running $AI $BABA $DE $DOCU $AXP $NKE $MELI - monster $GE Levered ETF's and Vanguard funds with cross ups $SVXY $UDOW $URTY $HIBL $UMDD $VO $RSP $VB $VTV $VIG $VSS --- Support this podcast: https://podcasters.spotify.com/pod/show/dailystockpick/support
Fierce Biotech regularly pulls together the industry's top money raisers from the year before. Staff writer Gabrielle Masson and Editor-in-Chief Ayla Ellison discuss a few of the biotechs at the top of the list. Plus, in this episode, we cover Johnson & Johnson's talc litigation, prison plans for Elizabeth Holmes and more of this week's top headlines. To learn more about the topics in this episode: Biotech's top money raisers of 2022 Johnson & Johnson's $8.9B bankruptcy settlement is 'unworkable,' talc plaintiff lawyer says Theranos' Elizabeth Holmes must report to prison this month despite pending appeal, judge rules FDA dubs Abbott's FreeStyle Libre battery issues a Class I recall, spanning 4.2M devices Philips re-recalls 1,200 CPAP, BiPAP machines repaired in far-reaching ventilator probe Activist investor Icahn calls for Illumina CEO to be voted off company board over Grail deal Moderna's mRNA flu shot struggles to prove its worth again in phase 3 trial Sanofi's Provention buyout hit with FTC delay. Will Pfizer's Seagen deal go off as planned? After last year's cuts, Biogen kicks off another round of layoffs The Top Line is produced by senior podcast producer Teresa Carey and managing editor Querida Anderson. The sound engineer is Caleb Hodgson. The stories are by all our “Fierce” journalists. Like and subscribe wherever you listen to your podcasts.See omnystudio.com/listener for privacy information.
Der Investor Carl Icahn glaubt, dass die US-Wirtschaft an einem gefährlichen Punkt angekommen ist. In einem Interview beklagte er die „nur mehr mittelmäßige“ Führung in US-Unternehmen und warnte, dass die steigende Inflation Amerikas Vorherrschaft auf der Weltbühne zu kippen drohe. Web: https://www.epochtimes.de Probeabo der Epoch Times Wochenzeitung: https://bit.ly/EpochProbeabo Twitter: https://twitter.com/EpochTimesDE YouTube: https://www.youtube.com/channel/UC81ACRSbWNgmnVSK6M1p_Ug Telegram: https://t.me/epochtimesde Gettr: https://gettr.com/user/epochtimesde Facebook: https://www.facebook.com/EpochTimesWelt/ Unseren Podcast finden Sie unter anderem auch hier: iTunes: https://podcasts.apple.com/at/podcast/etdpodcast/id1496589910 Spotify: https://open.spotify.com/show/277zmVduHgYooQyFIxPH97 Unterstützen Sie unabhängigen Journalismus: Per Paypal: http://bit.ly/SpendenEpochTimesDeutsch Per Banküberweisung (Epoch Times Europe GmbH, IBAN: DE 2110 0700 2405 2550 5400, BIC/SWIFT: DEUTDEDBBER, Verwendungszweck: Spenden) Vielen Dank! (c) 2023 Epoch Times
STAT reporter Bob Herman joins us to explain how treatment algorithms powered by artificial intelligence are being used more frequently by Medicare Advantage plans to deny claims, even when continued treatment is medically justified. We'll also discuss the latest news in the life sciences, including the continued fallout of the run on Silicon Valley Bank, the return of Carl Icahn, and a long-awaited pharmaceutical megadeal.
Icahn says poor corporate leadership and inflation is why we are in a financial mess.
Lista del Club: https://clubnofinancieros.substack.com/ En el pod-newsletter de hoy: 1. Biden economic plan. 2. El plan: crédito y mora disparada. 3. FED is in a box. 4. Taylor Rule. 5. 1 million por trabajador Recibe el podcast en tu correo: https://nofinancieros.substack.com/p/el-plan-de-biden-y-el-de-Icahn Mira la grabación del podcast: https://youtu.be/YuAU58QgOw8 ▶ Newsletter: https://nofinancieros.substack.com/ ▶ Twitter: https://twitter.com/nofinancieros ▶ Web: https://nofinancieros.com/ ▶ Youtube: https://www.youtube.com/@nofinancieros ▶ Ivoox: https://www.ivoox.com/podcast-no-financieros_sq_f1790917_1.html ▶ Spotify: https://open.spotify.com/show/0NTuZpYAOOfdr3ITVgVC9s ▶ Apple Podcast: https://podcasts.apple.com/us/podcast/no-financieros/id1494326681?uo=4 ▶ Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc3ByZWFrZXIuY29tL3Nob3cvNTEzNDQ1Mi9lcGlzb2Rlcy9mZWVk
A big-picture view of Icahn Enterprises (IEP) and why it could be an attractive play in the current market environmentA transcript of the episode can be found at (https://specialsituationinvesting.substack.com).Remember you can support the show in the following ways:Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster. To sign up for Strike visit the following link : https://strike.me/en/To get $10 for you and $10 for me at sign-up use referral code: ZEYDWPOr contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Matt Saur, one of the founding partners of law firm Woolery, explains why Nelson Peltz faces an uphill battle at Disney, what it was like working with Carl Icahn on his Xerox campaign and why activists will continue to push for M&A.
Happy Thanksgiving Compound Nation! You asked for WAYT as a podcast (in addition to the YouTube livestream), so we're giving it a try! Let us know what you think.Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance, including: Bob Iger, Tesla's drawdown, commodities, the Misery Index, the crypto fallout, Icahn's GameStop short, and much more!This episode is sponsored by Public. To learn more, visit: https://public.com/compound and see disclosures at: https://public.com/disclosuresGet the latest in financial blogger fashion: https://idontshop.com/Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees.Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information.
Oil prices boomerang, after closing below $80/barrel for the first time since September. White House Special Presidential Coordinator For International Energy Affairs Amos Hochstein weighs in on the tapping of the strategic petroleum reserve, the rumors of OPEC+ changing output plans and global energy prices. Thanksgiving travelers should gear up for possible delays due to airline staffing, warns Dennis Tajer of the Allied Pilots Association, representing 15,000 pilots at American Airlines. Plus, Disney's new Bob Iger era takes shape, FTX's bankruptcy proceedings begin and legendary investor Carl Icahn gets in on meme stock mania – with a GameStop short. In this episode: Amos Hochstein @AmosHochstein Dennis Tajer @DennisTajerMelissa Lee @MelissaLeeCNBCJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie
Transgender patients are still a largely marginalized group, but thanks to people like Dr. Atoosa Ghofranian, more and more research is being done to improve their medical experience. Dr. Ghofranian is a fourth-year obstetrics and gynecology resident at the Icahn school in New York with an interest in improving IVF outcomes and expanding access to ART in underserved communities. She joins us today to talk about the study she's presenting at ASRM, “Assisted Reproductive Technology Treatment Outcomes in Transgender Males with History of Gender-Affirming Hormone Therapy.” Tune in to hear about the objectives and reassuring findings of this critical study!
Die Verwirrung ist groß: Zalando wächst schwach und steigt, BMW wächst stark und fällt. Und weil Quartalszahlen Rudeltiere sind, gab's gestern auch noch die von Coinbase, PayPal, Block, Twilio, Cloudflare und Under Armour. Wenn Dosen-Wasser die Zukunft ist, gehört Crown Holdings (WKN: 252092) ein Teil dieser Zukunft und darauf wettet Carl Icahn mit 700 Mio. $. Ihr denkt, CVS (WKN: 859034) ist einfach nur eine Apothekenkette? Ihr denkt falsch! Diesen Podcast der Podstars GmbH (Noah Leidinger) vom 04.11.2022, 3:00 Uhr stellt Dir die Trade Republic Bank GmbH zur Verfügung. Die Trade Republic Bank GmbH wird von der Bundesanstalt für Finanzaufsicht beaufsichtigt.
We know that whales swim in the water. They eat underwater. But do they…drink water? We got this fantastic question from a listener, so we reached out to whale expert Joy Reidenberg from the Icahn School of Medicine at Mount Sinai to help us find the answer. Got a question that's leaving you parched? Send it to us at BrainsOn.org/contact, and we'll help quench your thirst for knowledge.
Carl Icahn, a billionaire investor and storied corporate raider, has mounted a proxy fight at McDonald's Corp. to change how it sources it's pork. At the moment, McDonald's, and all other fast-food companies, source pork from farmers that use what are called gestation crates. These crates have caught the ire of Icahn and the US Humane Society for some time, and they decided to mount a public proxy fight to change the practice. We discuss what this means for McDonald's and the future of pork producers. Then, we look at the first enforcement action ever made by the relatively new SEC Climate and ESG Task force against Vale over its misleading ESG disclosures on the safety of its tailings dams.Host: Mike Disabato, MSCI ESG ResearchGuests: Jonathan Ponder and Samuel Block; MSCI ESG Research
Few investors become so well known that they earn a nickname. BILL GROSS was known as the "Bond King.". A natural polymath, Bill ascended to the throne with his novel total-return approach to managing bonds and his outsized personality. He built the PIMCO empire through hard work, ingenuity and cult of personality. Some say he lost the throne through a mixture of hubris, distraction and bad calls. A new book by former Bloomberg reporter, MARY CHILDS, describes it all. Now the reporter and host of NPR's PLANET MONEY, Mary has written the book: “The Bond King: How One Man Made a Market, Built an Empire, and Lost it All.” It's out now via Flatiron Books. https://www.amazon.com/Bond-King-Market-Built-Empire/dp/1250120845 Mary's Background Where did the impetus to write the book come from? Access to Bill Gross What is he like? "Making" the Bond Market- Take us through his background Duke, Navy, Card Counter, Stamp collector, Golfer, Provoker of neighbors What was the sandbox he played in? Not just using bonds, but options, futures and derivatives Buy and Hold vs Total Return What was going on around him? (Milken- HY Bonds; Icahn and corporate raiders) How did he use technology to amplify his edge? Building the Empire How did he hit scale? How did his Macro bets work? The 2008 bet Pet theory was that his interest rate calls were inside information- Once he had scale- how did he help bend the markets to his whim. Losing it all What happened? 2014 interaction with Mohamed El-Erian 80s bro culture catching up with him? East Coast / West Coast? Distractions? Bad Habits? In your final analysis , what do you think of him- How do we keep track of Mary? NPR PLANET MONEY LINKEDIN https://twitter.com/mdc https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/
Activist investor Carl Icahn has made billions of dollars taking stakes in companies and pressuring them to make changes. Now, Icahn is doing that again, but this time it's not about making money. It's about the treatment of pregnant pigs in pork supply chains. WSJ's Cara Lombardo explains why he's doing it — and whether it'll work. Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla, David Faber and Morgan Brennan kicked off a new week of trading by focusing on market volatility as the Russia-Ukraine conflict intensifies. WTI Crude briefly surpassed $130 per barrel and the average price of U.S. gasoline topped $4 a gallon -- both for the first time since 2008. How should investors navigate it all? Also in focus: Warren Buffett's Berkshire Hathaway reveals a $5.1 billion stake in Occidental Petroleum and Carl Icahn sells his remaining stake in the energy company, Bed Bath and Beyond shares soar more than 60% after GameStop Chairman Ryan Cohen disclosed a nearly 10% stake in the retailer, and NYSE President Lynn Martin joined the program to discuss the Big Board's decision to halt trading in shares of Russia-based companies.
The Emergencies Act, which Prime Minister Justin Trudeau invoked for the first time ever in response to ongoing protests in Ottawa, expanded the powers of banks and other financial institutions. Yet, Canadian bankers are still scratching their heads in figuring out how to implement the orders. Looks like Disney is now bringing the magic to a residential development near you, starting with a a sold-out luxury residential community called Golden Oak in Florida. Billionaire investor Carl Icahn gearing up to launch a proxy fight against McDonald's over the inhumane treatment of pigs.
Burke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the first episode of Season Two! John, who is on the board of Maven, owner of TheStreet.com and other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero.In this episode, we dive right into familiar territory we discuss Herbalife, the stock of which imploded earlier this week after a disappointing outlook. Amazing how the stock gets crushed right after Icahn sold out!Speaking of implosions, no discussion would be complete this week without a conversation about the apparent insolvency of the largest property developer in China, which is in the process of defaulting on close to $400 billion in liabilities. We discuss what Evergrande, which we have been following for years, means for markets and whether Xi can bring himself to bail out a billionaire. Our chat about China leads to a discussion about commodities and what we think might be in store for global commodity prices and what we think about the ESG movement at the moment. Finally, our commodities talk begets a fascinating discussion about Wall Street Bets' latest darling, the uranium market. We're really glad to be back for Season Two with this super fun and interesting episode. We hope you enjoy it.
Burke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. In this episode, we are joined by financial journalist Scott Wapner, whose coverage on CNBC of the Herbalife battle and the personalities behind not only made it into Betting On Zero but set the standard for financial journalism for the next decade.John, who is executive chairman of Maven, owner of TheStreet.com and other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero.Scott's book, When The Wolves Bite, about the Ackman versus Icahn element of the Herbalife saga, is wonderful. Through highly detailed reporting, the book gives the reader not just a fascinating account of a war between two powerful investors but compelling psychological portraits of both Bill Ackman and Carl Icahn. Naturally, we were more familiar with Ackman and his narrative; learning more about Icahn and his background and personality was compelling reading indeed. Wapner's account brought the battle to life again in vivid detail. Presumably, most people think of Scott as a television reporter—but he has serious writing chops too. If we have read better financial non-fiction recently, we do not remember when.We spend about half the episode discussing the subject of the book and the film, then we turn to some events of the day such as GameStop and thematic investing. As you would expect, Scott has some fascinating insights. For example, can one imagine how Herbalife shares might have reacted had Ackman made his famed presentation today?This is a fun and enlightening episode with one of the best financial reporters of our generation. We hope you enjoy it. We sure did.
Burke Koonce and John Fichthorn discuss the events that unfolded in Washington, DC yesterday and the political climate that led up to it, and of course what we believe the impact of the election will be on financial markets. John, who is executive chairman of Maven, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. In this episode, we talk about the lawlessless that broke out our nation's capital yesterday and how markets were able to shrug it off, looking forward as they always do. Still, the mob scene that occurred, funny hats and all, is indicative of deeper problems in American society having to do with themes we explore frequently in the film Betting On Zero and on this podcast—there is no set of facts upon which competing narratives agree; there is no commitment to critical thinking; and the media has no incentive to encourage anything other than confrontation. The markets are a better place to look for real world impact than the Internet, though the markets themselves are far from free of distortion.We talk about changes in inflation expectations and the accompanying changes in interest rates, and we discuss the outlook for energy-related assets. And of course we can't ignore the recent news that Carl Icahn finally sold out of his Herbalife stake, bringing the tale of Ackman vs. Icahn over Herbalife to a close. And no discussion of global economics is complete without touching on China, which leads us back to American politics, Peter Navarro, and election intrigue.
© 2020-2025 Ivy Podcast Discovery LLC
