Podcasts about igv

All'interno dello spazio di approfondimento di Radio Number One One For You, è stata ospite della nostra giornalista Alessandra Valtolina l'amministratore delegato de I Grandi Viaggi Spa Corinne Clementi. Da azienda leader del settore viaggi e turismo, è capitato in ogni caso di fronteggiare momenti di difficoltà come per il Covid-19 e altre situazioni, ma Corinne ha spiegato come sia stata in grado l'azienda iGV a ripartire: «In qualche modo ci siamo barcamenati per venirne fuori, ci siamo rinnovati e riadattati, mantenendo però la nostra essenza». I viaggi sono soprattutto esperienza, non solo "foto da condividere sui social": «Vogliamo essere sempre molto accoglienti, organizzare esperienze "giuste" mischiando i "giusti" elementi per permettere a tutti gli ospiti di vivere momenti indimenticabili. Da poco abbiamo aggiunto le iGV Explorer che si basano proprio su questo». 

“Reducing the Noise of AI Investing”: In this Wealth Actually episode, Frazer Rice speaks with KEVIN SHEA, Senior Equity Analyst at BNY Wealth, about AI Investing and how investors should think about artificial intelligence as an investment theme rather than just a headline-driven trend. They discuss the difference between hype and durable fundamentals, how to segment AI opportunities across infrastructure, software, and end-user adoption, and why free cash flow still matters when evaluating companies tied to AI. https://open.spotify.com/episode/1NGM8j2KqdiUFWSLguBMEH?si=YmB4s0OVSqyy6U3Mpg7OaA https://youtu.be/Wnlub-HoiUo The conversation also explores circular financing risk, the role of management vision in fast-moving markets, which industries may be disrupted or strengthened by AI, and how large institutions are using AI internally to improve productivity, analysis, and client service. Chapters 00:00 – Intro and episode setupFrazer Rice introduces the episode, frames AI as a dominant investment theme, and welcomes Kevin Shea to help unpack AI Investing for the audience. 01:00 – Hype versus disciplined investingKevin explains that disciplined investing is what allows investors to separate hype from durable opportunity, and argues that AI adoption, spending, and earnings revisions point to real underlying fundamentals. 03:00 – How to bucket AI investment themesThe discussion turns to how investors can organize AI exposure, including beneficiaries versus disrupted companies, technology bottlenecks such as GPUs and networking, and industry adoption themes across sectors. 05:30 – Valuation, momentum, and free cash flowKevin discusses why free cash flow per share growth remains one of the most important drivers of stock performance and why parts of the semiconductor ecosystem may deserve a valuation re-rating. 08:15 – Circular financing and risk in the AI ecosystemFraser asks about the growing concern that AI companies are financing one another, and Kevin outlines both the bullish “escape velocity” case and the downside risk if business models do not become independently profitable fast enough. 11:45 – Infrastructure buildout and competitive uncertaintyUsing analogies like railroads and golf courses, the conversation highlights the risk that early builders may not be the ultimate winners, especially in a market with heavy spending and rapid leapfrogging among competitors. 13:00 – AI Investing: Public versus private market exposureThey examine whether owning public companies such as Alphabet offers meaningful AI exposure, versus gaining more direct but harder-to-access exposure through private investment vehicles. 15:45 – What strong AI management teams look likeKevin emphasizes that in an environment with no clear historical playbook, vision, execution, and the ability to identify durable differentiation are critical traits in management teams. 19:15 – Adaptability and strategic pivotsFraser adds that thoughtful adaptation matters, and Kevin notes that sometimes acquisition activity can signal whether a company is innovating ahead of the curve or scrambling to catch up. 20:45 – Which industries are most exposed to disruptionThe conversation shifts to sectors under pressure, especially parts of software and IT services, while stressing that disruption does not necessarily mean extinction. 24:45 – Why law and accounting may evolve, not disappearFraser offers a contrarian view that AI may make strong legal and accounting professionals more valuable, and Kevin compares that to earlier fears that Excel would eliminate accountants. 26:15 – How Kevin uses AI in practiceKevin describes how AI has made his team materially more productive, especially in data aggregation, scenario analysis, industry research, and portfolio risk work, while also helping BNY operationally across onboarding, security, and client communication. 29:10 – Where to find Kevin and closing remarksThe episode closes with Kevin sharing where listeners can connect with him and Fraser noting how quickly the AI landscape continues to change. Links KEVIN SHEA on Linkedin RICK FERRI on BRING SIMPLICITY BACK TO INVESTING Transcript of AI INVESTING Frazer (00:01)Welcome aboard, Kevin. Kevin Shea (00:03)Yeah, thanks for having me. Appreciate it, Frazer. Frazer (00:06)We're going to tackle two words that have basically taken over the investment world for the last six months: artificial intelligence. Before we do that, whether it's AI or crypto or tulips or anything with a lot of hype or buzz around it, how do you think about delineating between investing based on hype and doing it within the confines of a disciplined approach? Kevin Shea (00:32)They really do go hand in hand. You need a disciplined approach in order to recognize whether it's hype or not. The reality is that it's pretty impressive, the adoption we're seeing with AI: the amount of spend, the companies that are participating in and benefiting from AI. There was some concern with the stock movements that many of these companies have seen about whether the market was getting ahead of itself. Yet we have seen significant estimate increases throughout the year. If you take a look at some of the networking companies, their earnings expectations for 2027 are up almost 50% versus where they were just six months ago. The same is true with memory, GPUs, and CPUs. Fundamentally, we're seeing a lot of these companies have expansion in revenue growth and earnings growth, which is quite supportive of a durable trend. What's also very important is that adoption of AI is increasing. You can look at enterprise adoption: nearly two‑thirds of enterprises pay for an AI service. You can look at token usage — that's how much companies are using AI — and that has been parabolic as well. Look at the revenue generation of these AI models. Right now, they are some of the largest, fastest‑growing companies that have ever existed. So we don't really see this as a tulip scenario, or even comparable to the internet bubble. We find it very different. We think there are fundamental drivers to this trade, and we're seeing that through earnings growth. Frazer (02:37)Cool. AI to me is a term that encompasses a lot of different things, and in some ways it's become like real estate or water — it's starting to touch a lot of different industries. It's not just a thing unto itself, but something that's becoming integrated into a lot of other types of things. How do you define and bucket the investment themes so that it's digestible for the investor, and it's not just, “I'm investing in Anthropic or Google,” but people can parse out where it fits within a portfolio? Kevin Shea (03:14)It's a great question and probably one of the most important ones. Part of our overarching thesis is that for AI to fulfill its promise, it has to be in every geography, in every industry, at every company, and at almost every employee layer. We're seeing that when you look at the business units that are adopting AI: customer service, product development, marketing — basically divisions that almost every single company in every geography has. You phrased it as water, how it touches everything, and we're seeing that. So how do you segment it? There are a number of different ways: First, you can break it into: who are the AI beneficiaries, and who are those that will be disrupted by AI? Second, you can break it down into different bottlenecks. That's a way I frequently use within the technology landscape: GPUs, CPUs, memory, networking, storage, data centers. Then you look at that framework and see which companies are most exposed to those bottlenecks. Third, you can ask: which industries will benefit from adoption? Is that biotech, transportation, warehousing? Which companies could be more negatively influenced — maybe that's software? That's how we try to create an AI Investing framework for where we should focus our investment efforts and determine the allocation that our clients can benefit from. Frazer (05:17)As we dive a little bit into how you've bucketed these themes across different areas, there's the concept of benefiting from momentum or valuation versus maybe the cash flow and fundamentals of these different investments. I could imagine that, with the hype and mania around the space, there's a lot of interest. How do you temper that valuation play versus analyzing what the cash flows look like? Kevin Shea (05:49)One of the most highly correlated metrics to stock outperformance is free cash flow per share growth. That's often the most important metric, and we watch that heavily. What's incredible — and we talked about this earlier with estimate revisions — is that many within the AI ecosystem are generating extremely healthy free cash flow growth and margins. A lot of that is in AI infrastructure. They're being paid to supply all the equipment and semiconductors. There's also this concept that valuation multiples shift to where there's value creation. I'll give an example: The SOX, the semiconductor index, used to trade at parity with the S&P. But there's been a paradigm shift. A lot of the intelligence that's being created through these models is powered by semiconductors, networking, packaging, and hardware. You've seen semiconductors go from trading at parity to trading at almost a 50% premium. At the same time, the market is intelligent; it's shifted its view of software. Software used to trade at a 70% premium, and we think the intelligence layer has moved just one layer above where software applications normally sit. As a result, you've seen valuation compression for the IGV, the software index, from that 70% premium down to about 20%. Some people might look at the semiconductor index and say it's more expensive than where it historically trades — maybe that's hype. But we actually view it as a shift in where the value creation is occurring. So we think it's a healthy, understandable move within the market. Frazer (08:16)One of the questions that pops up is that there's a lot of news around the circular flow of cash, where a lot of these companies are all investing in each other. You hear “five hundred billion is going from Google into Anthropic,” or different flavors of that, where it seems like the money is rotating. And there's a question as to whether it's rotating and expanding, given sales and so on. How do you think about that and make sure that we aren't wandering into more of the sort of things that are happening off balance sheet that we don't see, while still recognizing the investment that's taking place? Kevin Shea (08:57)At minimum, it raises the risk profile. There are many circumstances and scenarios where this has occurred in the past — the internet being the most commonly referenced — and that obviously did not work out. There are multiple scenarios that could happen, but for simplicity we'll break it down into two. The first scenario is that this is such a capital‑intensive expansion that companies are doing an “all‑hands‑on‑deck” effort. The faster you can get capital from well‑capitalized firms, the faster you can build your infrastructure and reach scale so that these large language models are profitable. If you can expand and take capital from everywhere, then you can provide enough compute for all enterprises and consumers to utilize your product and your model. You reach “escape velocity” in the sense that your scale allows you to lower costs and become more profitable faster. That's the glass‑half‑full environment. Glass‑half‑empty is that they do not reach escape velocity. The business models needed more time to bring the cost of delivering AI down enough to be profitable on their own; they didn't need this extra capital to reach an enormous amount of scale, and they're moving too fast. If that scenario plays out, and these companies are not able to be profitable on their own, and the financial markets become tighter, that creates more downside risk for everybody in the ecosystem. We don't see that right now because, at the moment compute is available, it's being taken right away. We still feel comfortable with the financing occurring right now, but it is one of the top risks that we monitor. It's not that it's systemic, but it provides less clarity and disclosure, and it creates a riskier profile as we go through this expansion. Frazer (11:43)In the back of your mind, you're probably saying, “We want to make sure, if there are winners and losers in AI Investing, that we avoid the railroad scenario,” where you build this whole infrastructure and companies have to go bankrupt twice before they actually reach profitability. Or the bromide that golf courses only become profitable, if they ever do, because the person who built it — a passion project — didn't make it work, then it goes bankrupt, then the bank is stuck with it and doesn't know how to run it, then they get rid of it, and then the third person has learned the lessons from the first two and is able to push forward. Kevin Shea (12:23)That's a good point. When we look at all these different models being created, right now you have an environment where everyone is spending and keeps leapfrogging each other at different times. It's still a very unknown outcome for all of these players. There's a lot of competitive intensity in the large language model space and the broader AI ecosystem. It's certainly a very dynamic environment right now. Frazer (12:59)As investors are trying to access this, there are the public companies. You can go on your Fidelity account or talk to your advisor at BNY Mellon or anybody else and say, “I've heard about Anthropic or Google or all of these things.” As far as a good proxy for exposure, how do you think about that? For example, if I looked at Google and understand that they have underlying investments in their portfolio — in addition to their regular businesses — into these different scenarios, is that a way to get shorthand exposure? As opposed to trying to access a venture fund where the entry points are difficult, the hurdles are high, you need to write big checks, and access is gated? Kevin Shea (13:53)It's a very astute point when you mention circular financing. That doesn't just happen with public companies; a lot of these vendors and companies in this ecosystem are investing in private companies as well. When those private companies go public, you find out that Company XYZ is a top owner, and one of their suppliers. There has been a growing awareness that, with certain public companies, you have exposure to a handful of private companies. For BNY, our Fujio funds do a lot of our private investments. That's usually the best way to gain direct exposure. Frazer (15:37)Sure. Not to be flippant, but you're getting paid to own it at that point via their dividend, as opposed to you paying — at the SPV or LP level — to gain access to it. But yes, it's definitely not a pure play. I wouldn't buy Google just to be in a venture fund. And just to reiterate for listeners, this is not investment advice. We're trying to learn and talk through different types of scenarios. As you're thinking about this and looking at these different companies, what does a good management team look like? You'd think: a bunch of PhDs, great at coding, lots of experience in the venture community, maybe hung out in Silicon Valley. But everything is so new and dynamic. When you're evaluating these businesses, what does a good management team look like as they're trying to scale at warp speed, while profitability may or may not be a thing? Frazer (17:49)I'd add that I think there's an interesting component to AI Investing: a track record of what I would call thoughtful adaptation. When your business plan gets punched in the face and you're able to pivot — meaningfully pivot — I'm not talking about a dog food company suddenly putting “.ai” at the end of its name, but someone who can shift and take advantage of opportunities as they come up, as you say, without being so rigid in their vision that they end up getting lapped. I think that's an interesting facet to focus on. Frazer (20:50)When I try to get my arms around this, I bucket things in terms of: Disruption: blowing up something traditional Optimization: taking something that's already good and turning it into great World‑building: taking a vision, starting from zero, and building something that didn't exist before On that first point, what industries do you think are under attack, and how do you invest around that so you're not left holding the bag — you're not a buggy‑whip company as Tesla releases their next issue? Frazer (24:48)As an example, I run into all sorts of law firms and accounting firms, and I hear the comment that law firms are going away. I have a contrarian view. First, I think law has a wonderful ability to metastasize, to find issues, and I think AI is going to be great at finding those and keeping lawyers busy. Second, for lawyers who are good, I think the ability for AI to make them more efficient and help them graduate to even more detailed and “higher‑value” discussions will only increase. So when people say, “Law is going to be dead,” I don't really agree. I think that ties into your point that AI will help some companies that can adapt and use it well to drive further value, probably even charge more. For others, they'll be left behind or become cottage industries. Frazer (26:11)And there will be more and more issues to solve. I don't underestimate that. I think AI is going to start poking holes in different things we didn't think about. Then it will take good brainpower, made more efficient by AI, to deal with these new issues as they pop up. In your day‑to‑day job, what are you using AI for? Maybe through Bank of New York, and maybe informally, when you're doing other research — to be smart not only about the company areas, but what you're doing personally to be more efficient, take advantage of AI, and learn about cool stuff. Frazer (29:11)Cool stuff. How do people find Kevin Shea, and any final thoughts? Kevin (29:20) KEVIN SHEA on AI Investing Frazer (29:29)Terrific. Thanks for being on, and we'll be sure to stay in touch, as I'm sure everything will be completely different in not just six months — probably six weeks. https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/ Keywords: AI Investing

The team react to Round 15 and the absolute carnage that is this Bye Round...BEERS & BREAKEVENS SUPERCOACH LEAGUE CODE COURTESY OF BLUEWEALTH PROPERTY: 968952$5000 prize money - join today!Become Origin Verified today: https://youioriginverified.komo.site/Bet It Out With Neds. Visit: https://www.neds.com.au/Prices and odds subject to change.You win some. You lose more.Last week's Blue Wealth Property chat with Tony:https://youtu.be/fvlv05YnMrs?si=igV-3...SuperCoach WC26https://www.supercoach.com.au/wc26BluewealthRentvesting25 June, Webinar, 6:30pm-7:30pmhttps://smart2.bluewealth.com.au/even...Buying a property with your Super30 June, Webinar, 6:30pm-7:30pmhttps://smart2.bluewealth.com.au/even...If you're interested in joining the show as a sponsor in 2026, reach out to the team at beersandbreakevens@gmail.comJoin the Ru Crew for exclusive SC content and even more NRL content in 2026:https://www.patreon.com/c/RugbyLeague... Hosted on Acast. See acast.com/privacy for more information.

In this Daily Editorial episode of The KE Report, we chat with Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. Joel breaks down the broader market averages as they continue their steady drip higher, explaining why recent weakness is being bought up so quickly. He provides an inside look at what is driving current market breadth and how money is rotating across sectors to shield the indices from major downward days. Key Discussion Points: The Power of ETF and Sector Rotation: Why strong sector rotation keeps preventing catastrophic 1,000-point down days and how ETFs internally rebalance the broader market. The IPO Life Cycle and SpaceX Mania: A look under the hood of the heating IPO market, why you shouldn't buy on day one, and how to spot institutional accumulation phases. Small-Caps Playing Catch-Up: Evaluating the surprise resilience of small-cap stocks moving higher in the face of rising interest rates. The Tech Shift and AI Revolution: Why hardware is becoming overdone, the explosive comeback of software (IGV), and why hyperscalers will keep spending as long as profits follow. Stocks & ETFs Mentioned: S&P 500 Futures / Cash, Broadcom (AVGO), CrowdStrike (CRWD), Ciena (CIEN), Apple (AAPL), Microsoft (MSFT), Oracle (ORCL), Destiny Tech Tech (TYXZ), Destiny XYZ Inc (TXYZ), Vanguard Commonwealth Fund (VCX), RobinTech Venture Fund (RVI), and the iShares Expanded Tech-Software Sector ETF (IGV).   Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/   Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   ----------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Dan Nathan and Guy Adami open with promotion of their new interview series Standing Table (episodes with Anthony Scaramucci, Rick Heitzmann, and SoFi's Liz Thomas) and note a recent RiskReversal conversation with Dan Niles about investing in a market bubble. They discuss eased geopolitical rhetoric heading into Memorial Day, crude around $88, lower yields, and the S&P 500 at all-time highs, while warning that valuation measures (Buffett indicator, CAPE) and consumer stress signals (high auto payments, elevated gas/insurance costs, rising credit card delinquencies) are flashing red. They review sharp pullbacks in Costco and Walmart as valuation-driven despite decent quarters, then turn to a rebound and potential rotation into software (IGV) and cybersecurity. They highlight rising AI token consumption pricing, “token maxing,” and reports that Amazon, Microsoft, and Uber are pulling back after blowing through AI budgets, framing it as an IPO-era monetization issue. They close on Dell's blowout AI server results and parabolic stock move, cautioning about margins, valuation, and broader crash risk, referencing Andrew Ross Sorkin's comments on the inevitability of future market crashes. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Lighter NoteIts texts like the “stolen Trackman" that keep me coming back to X. The comments are just

✔️ One SEC decision wiped out $42 billion from crypto.✔️ Bitcoins relationship to the Chinese 10 year yield ✔️ The BOTTOM being IN, is becoming more LIKELY each day✔️ Broadening wedges on software IGV historically precedes massive runs in BTC✔️ Bullish on bitcoins 1k range and this looks clean.✔️ Bears basically are saying that "this time is different".✔️ Historically BTC has bottomed 10%-20% within it's electrical cost.✔️ Bitcoin holding key support, not random.✔️ MiCA Compliant Euro Stablecoin Depegs✔️ Yanis Varoufakis was someone everyone listened back at the Austerity Years in Greece.✔️ IMF deliberately bankrupted Thailand ✔️ A $4.2 million house was bought with bitcoin ✔️ Bitcoin Pizza Day is the wrong story✔️ Sources:► https://x.com/bulltheoryio/status/2057920729757176025► https://x.com/matthew_sigel/status/2057897430197186928► https://x.com/bitcoindata21/status/2057834562026111226► https://x.com/jameseastonuk/status/2057823806450815261► https://x.com/superbitcoinbro/status/2057896640862986443► https://x.com/level941/status/2057948494925640163► https://x.com/lourenco_vs/status/2057817551791399148► https://x.com/tedpillows/status/2058176278876840272► https://x.com/therealplanc/status/2058308658564346283► https://news.bitcoin.com/mica-compliant-euro-stablecoin-depegs-to-0-85-after-1-of-3-multisig-exploit-drains-millions/► https://x.com/ICOffenderII/status/2057964319707455987► https://x.com/FurkanGozukara/status/2057994044328833095► https://x.com/bitcoinmagazine/status/2057919297909916052► https://x.com/luckyredfish/status/2058053222309437679► https://x.com/turtlecute33/status/2057742792021909714► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

Corrections! Not 10m Satellites: 10,000GolfI suck. But I will persevere. What is the point, if life is so stressful otherwise. GOOD Questions. PoliticsPlay You can't earn $1 billion.  AOC is so stupid and un motivating. Play. Bezos response529 Plans: Nuances of 529sGood problem to have. Dealing with Apartment costs exceeding “allowed” cost of housing. Total BS. MarketsBooming!!! ATH: 1 year: IGV up 18% since I bought: BOOM! Secondary Markets for Private CompaniesSPVs and LLCs buying interests with underlying shares in private companies is risky.  WSJ article here.My experience. Risk on, but understand it. Likely cash back, but may not get shares. If cash, taxable. SalesForce Mark is All-In on the All-in Podcast on AI. Play 40.00 Mark talking about the AI power of SalesForce, Slack, etc… FAR FROM DEAD.  Inspiration from Chamath on Time and Positivity. Key to winning:Choose to be positive and grateful. Then, just keep at it. Time is the great compounder and will do the rest. So many people just don't have the discipline to stay positive and grateful. Then time compounds the bitterness instead.Same with Finance and Investing. Tesla Tesla Berlin Manufacturing VideoTesla FSD Safety Data.SpaceXLaunch in a couple of hours!! IPO update. Allocation. $1.5-2. I'll bet it goes to 3t.  SpaceX website here. SpaceX and AnthropicDeal of $1.5b/ month for access to compute. AIPlay Jensen Huang on AI Driving GrowthOpenAI Lawsuit. Basically came down to SoL. Meaning he had 2 or 3 years to file. He knew about and went along with it for quite some time. Though I am a Musk fan, I agree with the simplicity of this. AI personal StoryGolf. Used Claude to interpret all stats and provide thoughts. PoliticsPlay Jeff Bezos on doing his job right and his for-profit companies will do more for societal good than any non-profit. Play. Jeff Bezos on what AI will do for jobs. Fraud: Kash Patel on arresting 15 people on Minnesota fraud of $90mAmy Bach 40+ years in prison. Feeding our Future. Here is another one $250m. Spencer Pratt

 Cyber stocks are booming! The team takes a deep dive into the current market dynamics while the S&P 500 and Nasdaq face pressure from rising Treasury yields and inflation concerns as a powerful rotation continues in the tech sector before digging into why “fresh merchandise” in software and AI infrastructure is beginning to outperform legacy giants like Nvidia and how a significant breakthrough in AI is reshaping the cybersecurity landscape. In this video for educational purposes only, Don Vandenbord, Ted Zhang, Connor Bates, & Jackson Neidich host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 0:00 – Opening Bell 02:00 – This Week in the Markets 08:00 – Strong Names in the Tech Rally 14:45 – Software Names Worth Watching – DOCN, TWLO, IGV, DDOG 19:00 – Cybersecurity Growers – CIBR, CRWD, FTNT, PANW 24:00 – Continuations After Earnings – INOD, AAON, ONDS The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post MOVE OVER NVIDIA – THESE TECH STOCKS ARE RIDING THE WAVE | Your Money Podcast Ep. 591 appeared first on Revere Asset Management.

In this episode of the Crypto Rundown, Tevo and Brian break down a major shift as Bitcoin begins decoupling from tech stocks while institutional demand surges through consistent ETF inflows. They highlight 13 straight days of Wall Street buying, rising odds of Bitcoin hitting $90K, and growing evidence that smart money is accumulating during uncertainty. The conversation explores bullish catalysts like Morgan Stanley's ETF, government interest in Bitcoin infrastructure, and evolving regulation through the Clarity Act. They also touch on Ethereum's long-term upside, stablecoin adoption through major companies like DoorDash and Visa, and why crypto's integration into global systems is accelerating.$1 Trial Momentum Money Makers VIPhttps://www.thecryptomavericks.com/mm-vip-trial1763665474309?utm_content=MMTrial&utm_medium=Podcast&utm_source=Internal&utm_term=DescriptionCheck out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 — Bitcoin decoupling from Software Stocks ($IGV)02:30 — Bitcoin pushes toward $80K as sentiment flips05:30 — Key signal: IGV vs Bitcoin separation08:00 — 13 straight days of ETF inflows12:30 — 62% odds Bitcoin hits $90K18:30 — U.S. military running a Bitcoin node24:30 — Ethereum $250K thesis explained35:30 — Fed says crypto is part of the system44:30 — Perps market explosion heats up48:00 — DoorDash, Visa push stablecoin adoptionSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men and use my code Mengotomars.com for a great deal: https://mengotomars.com* Check out NPR: https://npr.org* Check out Quince and use my code quince.com/crypto101 for a great deal: https://www.quince.com* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this Daily Editorial, we are joined by Dana Lyons, Fund Manager and Editor of The Lyons Share Pro. Following a dramatic market reversal throughout April, Dana breaks down the technical signals driving the current "V-shaped" recovery and whether the internal data supports a sustained move higher. Key topics discussed in this episode: The Mechanics of the V-Bottom: An analysis of how extreme bearish positioning and institutional short covering served as the primary fuel for the recent price thrust. Software's Contrarian Setup: Why the IGV (Software ETF) is currently presenting a unique technical entry point despite diverging from traditional relative strength models. Evaluating Market Breadth: Insights into the "under the hood" data and why increased participation from mid-caps and the Russell 2000 is critical for the next leg of the rally. Sector Leadership and Relative Strength: Identifying the top-performing sectors, including semiconductors and international markets, that are currently leading the charge to new highs. Outlook on Bonds and Metals: A look at the challenging short-term environment for precious metals and the current trend in Treasury yields. Stocks and ETFs mentioned: IGV, SLV, BTC, ETH.   Click here to visit the Lyons Share Pro website and learn more about Dana's investment services - https://lyonssharepro.com/   ------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

What does the looming ceasefire deadline mean for the market? We discuss with Sofi's Liz Thomas, Citi's Kate Moore and Hightower's Stephanie Link. Plus, Apple named a new CEO. We break down all the details and what it could mean for the stock with shareholder Bryn Talkington and best-selling author Leander Kahney. The IGV software ETF is on its 7th day of straight gains. Vista Equity Partners' Ashley MacNeill tells us what her forecast for the space looks like. And, Former Dallas Fed President Richard Fisher weighs in on the confirmation hearing for Fed Chair Nominee Kevin Warsh. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SO MANY THINGS IN THIS EPISODE - ONE OF THE BEST EPISODES EVER! Specific stocks I called out - $MRVL $VUG $POWL $AGX - so many! Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dailystockpick.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - TAX DAY SALE - get BONUS Sidekick for 1 month - get my 4 hour algorithm on any annual plan - DON'T WAIT - THIS IS A GREAT SALE ⁠⁠Seeking Alpha's Tool kit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

Hoy, SUNAT ya no revisa de forma manual: cruza automáticamente el SIRE, los comprobantes electrónicos, el PDT 621, la Declaración Anual y la información de terceros, incluso antes de cualquier notificación formal.​Pequeñas inconsistencias pueden convertirse en esquelas, requerimientos y reparos relevantes en IGV e Impuesto a la Renta.​Una revisión preventiva de libros electrónicos no es operativa, es gestión de riesgo tributario.​

US equities finished mostly lower in Friday trading. S&P snapped a seven-day string of gains. Software was a notable decliner again (IGV was down more than 7% this week); other laggards included insurers, banks (particularly regionals), PE, exchanges, payments, retail/apparel, pharma/biotech, hospitals, and staples. Semis were a standout with NVDA, AVGO and AMD leading the way. AMZN extended its recent rally in a mixed big tech space. Other relative outperformers included chemicals, industrial/precious metals, entertainment, building products, E&Cs, and REITs. Treasuries were weaker across the curve; yields were up 2-3 bp. Dollar index was off 0.2%. Gold finished down 0.6%. Silver was little changed. Bitcoin futures were up 1.3%. WTI crude settled down 1.3% in choppy trading.Quiet finish to a noisy week. Peace talks broke down - US Futures down 1.1% Oil Jumps 8% - Gold falls—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Matt Frankel, Tyler Crowe, and Jon Quast discuss: Why software stocks are down amid AI concerns The SaaS companies likely to be the most vulnerable Software stocks that could win in an agentic AI world. Companies discussed: NOW, CHGG, ADBE, TEAM, IGV, DDOG, HUBS, CNSWF, ASAN, ZS, CRWD, DUOL, CDNS, SNPS Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The song should be in your trading journal. Congrats to those that took trades that I suggested over the past few weeks and I hope your portfolios are doing as well as mine. Many folks have already made back the yearly subscription prices just today alone or at least over the last few weeks. Stick around to the end for the latest trade idea I have and put a taco emoji as a comment if you agree with it.

Dan Nathan and Guy Adami discuss ongoing market volatility and rotation, noting persistent software underperformance versus semiconductor strength, with a brief IGV rebound from late-February lows that has faded as investors return to AI and semis when risk feels “all clear.” They highlight IGV's concentration in Microsoft, Palantir, Salesforce, and Oracle, and focus on Microsoft's lack of a meaningful bounce and key technical levels. The conversation also examines Palantir as a valuation-sensitive “story stock” amid narratives around war-driven demand and government contracts. They preview Oracle's earnings against concerns about AI infrastructure commitments, remaining purchase obligations, margins, and negative cash flow, alongside questions about OpenAI funding and potential diversification of tenants. They close by warning that repeated shallow selloffs may be reinforcing dip-buying and speculative “bubble” behavior despite Mag 7 cooling. Article Mentioned Oracle and OpenAI End Plans to Expand Flagship Data Center (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

It's great to be able to predict what will happen next in volatile markets. But what if you didn't need to know in the first place? Jay Woods, chief market strategist at Freedom Capital Markets and a professor of technical analysis at Fordham University, explains how to handle volatility and navigate changing headlines. He also takes a look at stocks like IGV, ORCL and the Magnificent 7. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Money & Meaning, Jeff Bernier reflects on a recent client conversation sparked by a Wall Street Journal article about an AI “tsunami.” Jeff examines the tension between AI as transformative breakthrough and potential disruption, and what that means for investors. Using recent market performance data, he explains how expectations, valuations, and diversification shape disciplined decision-making during periods of technological change and uncertainty.    Topics covered:  A client conversation about AI and uncertainty Media narratives: AI as breakthrough vs. disruption Market expectations versus emotional headlines Recent performance: IGV vs. VOO and market rotation How valuations influence future expected returns The risks of concentration in high-growth sectors Diversification and systematic rebalancing Building resilience instead of predicting the future Maintaining discipline during technological change   Useful Links:  Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/  TandemGrowth Financial Advisors: https://www.tandemgrowth.com/  Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) 

I like to think the 401k retirement savings method of just automatically adding every 2 weeks is a good way to think of any portfolio you're managing while you're in the accumulation phase. That's how to avoid panic selling. The 40-40-20 portfolio that I manage for myself has allowed me to stay invested while still feeling like I have control over things. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dailystockpick.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha's Tool kit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY⚠️ Volatility & Levels: Why a VIX spike into the 30s has me building a buy-list instead of panicking, key S&P 500 levels I'm watching, and how I prep 4–5 “auto-buy” names for big dips.

Todays podcast is about identifying when an opportunity may present itself. I go over software ($IGV) and tech ($XLK) and show charts with Bollinger Bands and other indicators you can use to help identify when a stock might turn around. Plus I'm leaning heavily in to Sidekick on Trendspider as it's been a game changer with it's analysis. ⁠⁠⁠⁠⁠⁠⁠Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dailystockpick.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha's Tool kit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

Stocks selling off to close out the week, as investors digested a hot inflation report. The credit-linked concerns weighing on banks, credit card companies and asset managers, and the stocks one top bank analyst is leaning into on the weakness. Plus, the software slump continues with the IGV software ETF down more than 20% so far this year, but Morgan Stanley's Katerina Simonetti is laying out where she sees some opportunity in the tech tumble. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Options are pricing around a 4% to 5% move in Nvidia (NVDA) following its earnings, says Kevin Green when looking at the implied volatility. However, it's not the earnings themselves that can ignite volatility, but the guidance and call afterward. He explains how Nvidia can shatter a "gridlock" constraining Wall Street. Elsewhere in the tech stack, KG talks about the continuing weakness in software in Workday's (WDAY) earnings and turns to another ETF outside IGV to watch. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this live broadcast (recorded on February 24th) from the floor of the MoneyShow in Las Vegas, we sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot. TG provides a candid look at his current market posture, explaining why he recently shifted to a 90% cash position and how recent price action is forcing a reassessment of short-term bearishness. The conversation dives deep into the technical "squeeze" currently defining major indices, the surprising resilience of small-cap stocks, and the rotation out of the "Magnificent Seven" into defensive sectors. TG also breaks down the "picks and shovels" AI trade, the recent volatility in precious metals, and why he avoids entering new positions immediately ahead of earnings reports. Key Discussion Points: Defensive Market Posture: Why TG moved heavily into cash and closed short positions after the S&P 500 and Nasdaq struggled to break below key weekly support levels. The S&P 493 vs. Mega-Caps: Analysis of the rotation into consumer staples (XLP) and utilities as the market finds balance outside of major tech names. AI and Energy Infrastructure: Exploring the strength in "side departments" like power producers (WOLF, BE) and software (IGV) that support the broader AI build-out. Commodity Volatility: Examining the "euphoric" move and subsequent digestion in Gold and the dramatic price swings in Silver and Copper. The Earnings Strategy: A look at why TG utilizes the hourly 15-minute timeframes to navigate post-earnings volatility in names like Meta (META) and CoreWeave.   Click here to visit the Simpler Trading website - https://www.simplertrading.com/ Click here to visit TG's site - Profit Pilot - https://www.profit-pilot.com/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

This week's selling among the software group stood out to Rick Ducat on the charts. He cues up the IGV ETF to show the sector-wide pressures impacting the space. Rick points to a falling wedge pattern over the past several months, with moving averages also tilting downward and its RSI study falling to oversold levels. Later, Tom White demonstrates a neutral to bullish strategy for IGV by selling a put. In his example trade, Tom explains how the cash-secured put could position a trader for a rebound in this software group.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Das Ende der Meinungsfreiheit in DeutschlandAm 19. Dezember 2025 stimmte der Deutsche Bundesrat mehrheitlich der Verschärfung der Internationalen Gesundheitsvorschriften (IGV) zu. Die Änderungen, die auf Beschlüssen der WHO aus dem Jahr 2024 beruhen, treten 2025 für jene Mitgliedstaaten in Kraft, die ihnen nicht ausdrücklich widersprochen haben. Kritiker sehen darin einen tiefgreifenden Eingriff in nationale Entscheidungsprozesse und warnen vor möglichen Folgen für Grundrechte und den öffentlichen Diskurs in Deutschland.Ein Kommentar von Claudia Töpper.Am Freitag hat der Deutsche Bundesrat innerhalb von 20 Sekunden mehrheitlich die Verschärfung der IGV beschlossen. Von den insgesamt 16 Bundesländern haben lediglich die zwei Bundesländer, Brandenburg und Thüringen, dagegen gestimmt. (1)Inhalt der ÄnderungenLaut der offiziellen Seite der WHO handelt es sich um folgende Änderungen: „Im Jahr 2024 verabschiedeten die WHO-Mitgliedstaaten auf der siebenundsiebzigsten Weltgesundheitsversammlung in Genf im Konsens Änderungen. Eine der Neuerungen ist die Einführung einer neuen globalen Alarmstufe – eines sogenannten „Pandemienotstands“ –, um eine stärkere internationale Zusammenarbeit auszulösen, wenn sich ein Gesundheitsrisiko über einen gesundheitlichen Notfall von internationaler Tragweite (PHEIC) hinaus verschärft und das Risiko besteht, dass es zu einer Pandemie wird oder bereits eine Pandemie geworden ist, mit weitreichenden Auswirkungen auf die Gesundheitssysteme und erheblichen Störungen der Gesellschaften.Die Änderungen sehen außerdem die Einrichtung nationaler IGV-Behörden durch die Regierungen vor, um die Umsetzung der Internationalen Gesundheitsvorschriften zu koordinieren. Darüber hinaus enthalten sie Bestimmungen zur Stärkung des Zugangs zu medizinischen Produkten und zur Finanzierung auf der Grundlage von Gerechtigkeit und Solidarität. […]Die Stärkung der Internationalen Gesundheitsvorschriften stellt ein historisches Bekenntnis dar, künftige Generationen vor den verheerenden Auswirkungen von Epidemien und Pandemien zu schützen“, sagte WHO-Generaldirektor Dr. Tedros Adhanom Ghebreyesus. „Wir wissen, dass niemand sicher ist, solange nicht alle sicher sind. Die IGV-Änderungen bekräftigen unsere gemeinsame Verantwortung und Solidarität angesichts globaler Gesundheitsrisiken.Neben den geänderten IGV verabschiedeten die Mitgliedstaaten auf der diesjährigen Weltgesundheitsversammlung auch das WHO-Pandemieabkommen und verhandeln derzeit aktiv über einen Anhang zu diesem Abkommen zum Zugang zu Krankheitserregern und zum Vorteilsausgleich. […]“ (2) .... https://apolut.net/das-ende-der-meinungsfreiheit-von-claudia-topper/ Hosted on Acast. See acast.com/privacy for more information.

Ingrid Klimke ist eine der größten Reitsport-Persönlichkeiten unserer Zeit – und doch bleibt jede Folge mit ihr etwas ganz Besonderes. Dieses Mal sprechen wir über ihren Start bei der Dressur-Europameisterschaft mit ihrem neuen Pferd Vayron, über Herausforderungen und Highlights auf dem Weg dorthin und warum sie trotz aller Erfolge in der Dressur die Vielseitigkeit noch lange nicht aufgegeben hat.

Droht mit der Änderung der Internationalen Gesundheitsvorschriften nun die WHO-Diktatur? In Berlin sprach AUF1-Nachrichtenleiter Martin Müller-Mertens mit der Juristin Beate Pfeil über die IGV und den geplanten Pandemiepakt – aber auch den wachsenden Widerstand.

Esta semana en Wantan News: Chalecos naranjas detienen delincuencia ¿Operación Armani? Ley del IGV Cast de Harry Potter Ley del artista (regalías) Estrenos en streamingSee omnystudio.com/listener for privacy information.

Stocks are rallying on trade hopes, but risks remain. (1:00) - What Should Investors Expect From The U.S. Economy Going Forward? (7:15) - Declining Earnings Estimates and Fed Rate Hikes: Should You Be Creating A Defensive Portfolio? (18:20) - Breaking Down Big Tech Earnings and The Future of AI Investing (23:10) - Is Now The Time To Gain International Exposure In Your Portfolio? (28:30) - Episode Roundup: DYNF, USMV, SPLV, IGV, IHF, GLDM, IAUM Podcast@Zacks.com

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Compassion and creativity are vitally important these days in cancer care. The old rule of thumb, especially in brain cancer, of standard of care just isn't enough anymore. Patients and families need a voice, and need to know that they are heard when asking questions about clinical trials, supplements, holistic options, and cross-collaboration across neuro-oncology care. Enter Dr.'s Soma Sengupta and Dominique Higgins of UNC School of Medicine in North Carolina. On today's episode (in total the 49th episode for Game On Glio), kicking off brain cancer awareness month, I sit down with them to discuss the crucial need for elevating patient voices, the importance of clinical trials like IGV-001, out of the box treatments (like GammaTile), and the novel way the doctors at UNC are helping patients reach new heights in their care.   Listen now or watch the full video episode on YouTube. Thank you so much for making Game On Glio a top 10 podcast nationally! Welcome to Season 5.   Season Sponsors: GammaTile Therapy Imvax Inc.   Episode Sponsor: Plus Therapeutics

Jenny Horne discusses the biggest trends 2024 had to offer. Cybersecurity took focus following July's Crowdstrike (CRWD) outages. Software flexed strength through names like Salesforce (CRM), Oracle (ORCL) and Palantir (PLTR). Volatility in China made U.S. stocks tied to the country ones to watch. Rick Ducat charts ETFs tied to the industries like HACK, IGV and FXI. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

¡Bienvenidos a METADATA, el podcast de Tecnología de RPP! El cobro del IGV a los servicios digitales ya está cada vez más cerca y las plataformas de streaming informaron que este lo pagará el consumidor final con mayores precios. Hemos tenido varios lanzamientos desde Samsung, Xiaomi y AMD, pero uno de los más llamativos es el de la PlayStation 5 Pro. ¿Vale la pena ir por la consola u optar por una PC Gamer? Y conversamos con Harman sobre una de sus principales marcas, JBL, y su presencia en el Perú.

El Gobierno promulgó la nueva ley N°32123 de modernización del Sistema Previsional Peruano, que incluye la afiliación obligatoria para todos los mayores de 18 años con vínculo laboral o no, disposición de una pensión mínima y la pensión por consumo (pensión por IGV, que destina el 1% de las compras de los afiliados para su fondo).See omnystudio.com/listener for privacy information.

Una especialista nos explica el embrollo del IGV a las plataformas digitales.Lee el artículo aquí: https://jugo.pe/que-pasara-con-mi-netflix-o-mi-airbnb/ Al suscribirte a Jugo recibes nuestro contenido diariamente. Tienes la oportunidad de ser juguero por un día. Pero, sobre todo, patrocinas que nuestro contenido llegue gratuitamente a personas que lo necesitan. Contamos con tu apoyo para no desenchufar la licuadora. Suscríbete aquí. Haz clic aquí para seguirnos en Twitter Haz clic aquí para seguirnos en Facebook Haz clic aquí para seguirnos en Instagram

¡Bienvenidos a Metadata, el podcast de Tecnología de RPP! Ya se ha revelado a qué plataformas digitales se les cobrará el IGV, un precio que en la gran mayoría de los casos será asumido por los usuarios. Disney+ empezará pronto su guerra contra las cuentas compartidas y medita aumento en precios. Desde Signify, Paula Riveros, nos cuenta todo sobre la iluminación inteligente en sus marcas Philips Hue y Wiz.

Sunat comenzará el cobro de IGV por servicios digitales como el streaming. El impuesto se cobrará a empresas no domiciliadas y se calcula que podrían ser alrededor de 600 las que declaren mensualmente.

La tasa Netflix ya es una realidad en el Perú: este domingo el Gobierno, liderado por DinaBoluarte, oficializó el mecanismo para empezar a cobrar impuestos a los servicios de streaming e incluyó a muchos otros servicios digitales no domiciliados; localizados en el extranjero, con el objetivo de que se pueda regularizar el cobro del impuesto general a las ventas (IGV) por los productos y suscripciones que estas firmas ofrecen. En el listado se encuentran plataformas como Netflix, Disney+, HBOMax, Spotify y más, pero también se ha decidido sumar a otros servicios como Zoom, Teams, Airbnb, Amazon, Google Drive, LinkedIn Premium, entre otros. ¿Qué se sabe sobre la norma y de qué manera se aplicará? Aquí lo explicamos. See omnystudio.com/listener for privacy information.

¡Bienvenidos a METADATA, el podcast de Tecnología de RPP! ¿Se viene un aumento en las tarifas de Netflix, Uber, Airbnb y más? Se empezará a cobrar el IGV a servicios digitales en el Perú a partir de octubre y parece que los usuarios lo tendremos que pagar. Netflix abandona algunos televisores, Tinder la pasa mal y hay un torneo de Dota 2 que reparte 1 millón de dólares en Lima.

In this timely episode of The Glioblastoma AKA GBM Podcast, released just after Glioblastoma Awareness Day, we welcome John Furey, the CEO of Imvax, Inc. John discusses the groundbreaking work of Imvax, particularly their lead product candidate, IGV-001, currently in a phase 2b randomized trial for newly diagnosed glioblastoma multiforme (GBM). He shares insights into the unique challenges and opportunities of developing patient-specific vaccines and immunotherapy strategies in the fight against GBM. The conversation also delves into the broader landscape of clinical trials, highlighting how these innovative approaches are transforming patient care and outcomes in oncology. Join us to understand more about the cutting-edge science that could potentially revolutionize treatment for glioblastoma and beyond. Episode Sponsor: IMVAX. Visit https://www.imvax.com/ to learn more. Trigger Warning: This episode includes discussions on medical conditions and cancer treatments. Visit to Learn More: For more information and support resources, visit GBMResearch.org. Disclaimer: The content discussed on The Glioblastoma AKA GBM Podcast is based on personal stories and experiences. It is not intended as medical advice. Always consult with healthcare professionals for medical guidance and treatment options.

Academic software has a bad reputation for being poorly maintained. We discuss our experiences maintaining our own bioinformatics tools and the systemic issues that influence the quality of academic software. Topics * Lessons we've learned from maintaining our 8+ year old tools: Ginkgo, Assemblytics, SplitThreader, Ribbon. * Discussing career implications and systemic incentives of maintaining academic software. * How we build bioinformatics web apps today versus when we first started out. * Supporting users when you're not even in that field anymore. * Lots of embarrassing stories of bad software engineering in bioinformatics tools. Join the discussion in the comments on YouTube: https://youtu.be/eyd7Cb7ueNg * For academics, do any other metrics get considered for your tools other than citations? * How do you cite tools you used that you didn't mention in the methods, e.g. samtools, parallel, IGV. * Do any programs match up volunteer experienced software engineers with scientists writing software? Where to find us online: https://omgenomics.com

¿Qué sobrinos están prófugos? ¿Cuáles no? ¿Quiénes son sus contactos? ¿Por qué la Primera Dama podría terminar en prisión? Las respuestas, en el final de nuestro Especial de Quién es Quién MIENTRAS TANTO: El gobierno baja el IGV a las grandes franquicias de comida y restaurantes más fichos... contra la opinión del MEF y para regocijo de los vacadores. ADEMÁS: La independencia de Arequipa. Y... En San Isidro, el distrito con el metro cuadrado más caro del Perú, parece haber un solo requisito para postular a la alcaldía: ser fuji. ¡Hasta el candidato de Urresti! **** ¿Te gustó este episodio? ¿Buscas las fuentes de los datos mencionados hoy? Entra a http://patreon.com/ocram para acceder a nuestros grupos exclusivos de Telegram y WhatsApp. También puedes UNIRTE a esta comunidad de YouTube aquí https://www.youtube.com/channel/UCP0AJJeNkFBYzegTTVbKhPg/join **** Visita a Tkambio en sus redes sociales: Facebook: https://bit.ly/3mAqABP Instagram: https://bit.ly/3Drkj19 Youtube: https://bit.ly/2XXFmYV Y obtén el mejor tipo de cambio de verdad.

La esperanza de vida de una persona trans en el Perú es de 35 años. ¿Por qué? Una criticada iniciativa es un buen primer paso para ir cambiando esta realidad. MIENTRAS TANTO: ¿El pollo está vivo o está muerto? El precio del pollo se ha disparado como nunca, a pesar de la cacareada reducción del IGV. ADEMÁS: La presentación en sociedad del nuevo TC, con una invitada especial. Y... ¿Qué es Omega Pro? Una de las tantas "esquemas informales" que prometen volverte un magnate. La SBS ha emitido varias alertas sobre esta y otras que pueden hacerte caer. **** ¿Te gustó este episodio? ¿Buscas las fuentes de los datos mencionados hoy? Entra a http://patreon.com/ocram para acceder a nuestros grupos exclusivos de Telegram y WhatsApp. También puedes UNIRTE a esta comunidad de YouTube aquí https://www.youtube.com/channel/UCP0AJJeNkFBYzegTTVbKhPg/join **** Visita a Tkambio en sus redes sociales: Facebook: https://bit.ly/3mAqABP Instagram: https://bit.ly/3Drkj19 Youtube: https://bit.ly/2XXFmYV Y obtén el mejor tipo de cambio de verdad.

La esperanza de vida de una persona trans en el Perú es de 35 años. ¿Por qué? Una criticada iniciativa es un buen primer paso para ir cambiando esta realidad. MIENTRAS TANTO: ¿El pollo está vivo o está muerto? El precio del pollo se ha disparado como nunca, a pesar de la cacareada reducción del IGV. ADEMÁS: La presentación en sociedad del nuevo TC, con una invitada especial. Y... ¿Qué es Omega Pro? Una de las tantas "esquemas informales" que prometen volverte un magnate. La SBS ha emitido varias alertas sobre esta y otras que pueden hacerte caer. **** ¿Te gustó este episodio? ¿Buscas las fuentes de los datos mencionados hoy? Entra a http://patreon.com/ocram para acceder a nuestros grupos exclusivos de Telegram y WhatsApp. También puedes UNIRTE a esta comunidad de YouTube aquí https://www.youtube.com/channel/UCP0AJJeNkFBYzegTTVbKhPg/join **** Visita a Tkambio en sus redes sociales: Facebook: https://bit.ly/3mAqABP Instagram: https://bit.ly/3Drkj19 Youtube: https://bit.ly/2XXFmYV Y obtén el mejor tipo de cambio de verdad.

El tren de Avanza País se convierte en grúa. Luis Molina, su candidato a la alcaldía de Lima, parece haber heredado las mañas de su vieja cantera: Solidaridad. MIENTRAS TANTO: ¿Adiós, mascarillas? El gobierno quiso hacer creer que la decisión se basaba en un 80% de vacunados con refuerzo... pero no. ADEMÁS: Una ultraconservadora al Tribunal Constitucional. Y... ¿Funcionará quitar el IGV? ¿Deberíamos volver a los bonos? ¿Qué hacer ante la subida de precios? Responde Juan Carlos Odar, de Phase Consultores. **** ¿Te gustó este episodio? ¿Buscas las fuentes de los datos mencionados hoy? Entra a http://patreon.com/ocram para acceder a nuestros grupos exclusivos de Telegram y WhatsApp. También puedes UNIRTE a esta comunidad de YouTube aquí https://www.youtube.com/channel/UCP0AJJeNkFBYzegTTVbKhPg/join **** Visita a Tkambio en sus redes sociales: Facebook: https://bit.ly/3mAqABP Instagram: https://bit.ly/3Drkj19 Youtube: https://bit.ly/2XXFmYV Y obtén el mejor tipo de cambio de verdad.

Las noticias con Augusto Townsend 11 04 22 - La desaprobación del presidente Castillo sube a 76% y la del Congreso a 79% según la más reciente encuesta de Ipsos Perú (incluye *reflexión del día*). - Encuentran en agenda de funcionario detenido de Provías Descentralizado implicado en la adjudicación irregular al Puente Tarata 3 una anotación que decía "existe presión del presidente / ministro". - Revelan fotografía del presidente Castillo jugando fulbito a puertas cerradas con el empresario Roberto Aguilar Quispe quien se ha adjudicado obras por varios cientos de millones de soles durante este gobierno junto con empresas chinas. - El ex ministro Avelino Guillén reveló que el presidente Castillo ya en noviembre pasado quería implementar en una medida de inmovilización social obligatoria por un día para enfrentar las protestas como la que decretó la semana pasada. - Luego del escándalo generado por la inclusión en el Congreso de bienes que no forman parte de la canasta en el proyecto de ley de exoneración temporal del IGV que envío el Poder Ejecutivo, el Legislativo recibirá hoy al ministro de Economía Oscar Graham para intentar corregir lo que han hecho. - El gobierno designa como Director General de Minería en el Ministerio de Energía y Minas a dirigente del mercado modelo de Huancayo sin experiencia en el sector. - Revierten mandato de arresto domiciliario del ex presidente Pedro Pablo Kuczynski y lo convierten en comparecencia con restricciones con lo cual podrá salir de su casa pero no se la ciudad sin autorización judicial.