Podcasts about indices

Indices setting up for one of those “bigger than a bread box” moves sooner than later…We'll discuss all the details including a variety of charts and markets.The analysis found in these videos is appropriate for both beginning Traders and experienced Traders alike.We look at only technical analysis using charts from various time frames using various vehicles. We use only the Candlestick charts and moving averages to determine our next best case scenario. Hosted on Acast. See acast.com/privacy for more information.

An engineer at the core, Mark Bennell, a Private Trader who has been trading full-time for 15 years breaks down what it really means to “Treat Trading As a Business” and why this mindset was incredibly important in turning his trading around and why it has kept him in the game for this long. About Mark Bennell Mark Bennell is a Private Trader who has been trading for the last 18 years, 15 of those being as a full time trader. He holds a Diploma in Technical Analysis, a Diploma in Share Trading and Investment and the International Accreditation as a Certified Financial Technician (CFTe). His trading preferences include discretionary swing trading, scalping Australian equities, and swing trading and scalping the Forex markets.  Mark is also a trading mentor and enjoys utilizing his knowledge and experience to conduct live daily analysis on the Forex, Commodities and Indices markets, weekly workshop sessions and assisting others on their journey to become consistent traders. He has also been on stage and presented for the Australian Technical Analysts Association – Victorian Chapter and National Conference, and appeared in Trader's Edge magazine in Australia, ‘Traders Story' article. Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Trade Crypto's, Indices and the Commodity Markets  Podcast: Signup For my Forex Masterclass Find out more about Blueberry Markets – Click Here Find out more about my Online Video Forex Course Book a Call with Andrew or one of his team now #516: How to Trade Crypto's, Indices and the Commodity Markets In this video: 00:28 – We don't only trade the Forex market  00:50 – Bitcoin's massive crash in price 02:03 – We trade Crypto's in the same way as we trade the Forex market 03:07 – Trading the Patterns that work   03:27 – Indices taken just this week 03:58 – Book a call with me and my team 04:31 – Blueberry Markets So you want to know a safe way in which you can trade cryptos, but also indices, commodities as well as the forex market. Let me explain how we do that. Right now. Hey, the Forex Traders! This is Andrew Mitchem at the Forex Trading Coach with video and podcast number 516. We don't only trade the Forex market  So obviously at the Forex Trading Coach we trade the forex market, but there's so many of you out there that want to look at other markets as well, and metals, indices, other commodities and of course cryptos. Now crypto has been still the buzz word, although things have just quietened it off a little bit. But you know, the issue that I see with a lot of those markets. Bitcoin's massive crash in price Especially if you look at Bitcoin, for example, you know, the most well known crypto is that if you go back, let's say to the end of 2021, Bitcoin was up around $69,000 and everybody was predicting it was going to get to 100,000 and then just keep going. And of course, what happened? Well, it did the complete opposite. It absolutely crashed and it fell away. And by the way, back then, I predicted that would happen. And I was looking at the charts and looking at the monthly or the weekly charts back then. And on one of my live webinars clients, I said, it's going to really drop. And we have a price prediction level. And guess what? It did that and ended up going even further. But here we are right now, August 2023, and right now the price of Bitcoin is around $26,000. And imagine being back then sort of 65, 68, 69, just about reached $69,000, but somewhere around about then and, you know, buying a whole lot of Bitcoin. First of all, you need a huge amount of money upfront and to invest. But also if you've bought a $65,000 and it sort of dropped to today, $26,000, that's a massive loss. You've taken that huge hit. We trade Crypto's in the same way as we trade the Forex market And so the way that we trade cryptos, just this week I've taken trades on Bitcoin itself and the Etherium and also Chainlink is exactly the same as looking at the forex market. So we can buy, we can sell, you know, go long and short week and look at the same charts on our Metatrader 4, Metatrader 5 and we have the same patterns, the same candle patterns. We're looking for continuations, we're looking for reversals. We can use different time frame charts. We have the same risk of our trade goes against us. We have the same reward to risk. We're looking at the same time of day. So there's nothing different to what we're doing trading, say, like cryptos than if we were trading the EUR/USD for example. And that's the beauty of it. It's just opened up a massive bigger amount of markets. And therefore when we come to look at chart patterns, which is what we do, we're looking for patterns and we know the patterns that we look at have high probability of a successful outcome based off history in all the years of doing what we're doing. Trading the Patterns that work   So when it comes to the pattern, I'm not really bothered if I'm taking a trade on Bitcoin or Chainlink or the EUR/USD. It does not matter to me. And so we're taking the patterns based on what we know works for us. So that's for me is the way that I can trade these other markets. Indices taken just this week

WGN-TV weather producer Bill Snyder joins John Williams to tell us the type of heat we can expect in the area over the next couple of days.

WGN-TV weather producer Bill Snyder joins John Williams to tell us the type of heat we can expect in the area over the next couple of days.

WGN-TV weather producer Bill Snyder joins John Williams to tell us the type of heat we can expect in the area over the next couple of days.

Welcome to the Digging In Podcast! Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.We finally did it! We opened up the mail bag on Rooted's Founder Zach Gray! In today's episode Kinch sits down with Zach as they go rapid fire through a list of questions that we've been asked, and people have been wanting to know about Zach & Rooted Wealth Advisors.Have a question you want answered? Send them to kinch@rootedretirement.com------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

VettaFi's Tom Hendrickson discusses the impact of artificial intelligence on ETFs, asset managers, and financial advisors.  Bloomberg's Nick Gendron highlights the firm's fixed income indexing business, along with key trends he's observing across the space.  NEOS Investments' Garrett Paolella explains their lineup of options-based income ETFs.

Devon Ramey joins us to talk about their paper, Defining and Measuring Indices of Happiness and Unhappiness in Children Diagnosed with Autism Spectrum Disorder.   Show Notes   Remember to join us on Facebook to suggest articles to review and questions for authors. https://www.facebook.com/BApractice Acknowledgments Host and Executive Producer: Cody Morris, Ph.D., BCBA-D, LBA https://salve.edu/users/dr-cody-morris Assistant Producers Jesse Perrin Sarah Sudhoff Shayne Rivard Hannah Grey Organizational Support ABAI https://www.abainternational.org/welcome.aspx Behavior Analysis in Practice Editor, Stephanie Peterson, Ph.D., BCBA-D, LBA https://www.abainternational.org/journals/bap.aspx Music Cruising Altitude by Jim Carr and his band New Latitude http://www.newlatitudemusic.com Link to Article Defining and Measuring Indices of Happiness and Unhappiness in Children Diagnosed with Autism Spectrum Disorder (springer.com) References   Baer, D. M., Wolf, M. M., & Risley, T. R. (1968). Some current dimensions of applied behavior analysis. Journal of Applied Behavior Analysis, 1(1), 91–97. https://doi.org/10.1901/jaba.1968.1-91 McConachie, H., Mason, D., Parr, J. R., Garland, D., Wilson, C., & Rodgers, J. (2018). Enhancing the validity of a quality of life measure for autistic people. Journal of Autism & Developmental Disorders, 48(5), 1596–1611. https://doi.org/10.1007/s10803-017-3402-z Parsons, M. B., Reid, D. H., Bentley, E., Inman, A., & Lattimore, L. P. (2012). Identifying indices of happiness and unhappiness among adults with autism: Potential targets for behavioral assessment and intervention. Behavior Analysis in Practice, 5(1), 15–25. https://doi.org/10.1007/BF03391814 Ramey, D., Healy, O., Lang, R., Gormley, L., & Pullen, N. (2019). Measuring mood as a dependent variable in behavioral interventions for individuals with ASD: A systematic review. Review Journal of Autism & Developmental Disorders, 6(3), 255–273. https://doi.org/10.1007/s40489-019-00169-8 Ramey, D., Healy, O., & McEnaney, E. (2022). Defining and measuring indices of happiness and unhappiness in children diagnosed with autism spectrum disorder. Behavior Analysis in Practice, 16(1), 194–209.https://doi.org/10.1007/s40617-022-00710-y Schwartz, I. S., & Kelly, E. M. (2021). Quality of life for people with disabilities: Why applied behavior analysts should consider this a primary dependent variable. Research and Practice for Persons with Severe Disabilities, 46(3), 159–172. https://doi.org/10.1177/15407969211033629 van Houten, R., Axelrod, S., Bailey, J. S., Favell, J. E., Foxx, R. M., Iwata, B. A., & Lovaas, O. I. (1988). The right to effective behavioral treatment. Journal of Applied Behavior Analysis, 21(4), 381–384.https://doi.org/10.1901/jaba.1988.21-381

Welcome to the Digging In Podcast! Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.What does it take to be an Entrepreneur? What does it take to make something out of nothing? In today's world entrepreneur's are lauded & sought after for advice. But it's not as easy as it looks. In today's episode we sit down with "serial entrepreneur" Zach Gray to discuss the many businesses he's owned and been involved in over the years & why he's so hyper focused on Rooted Wealth Advisors and helping people.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

Welcome to the Digging In Podcast! Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.Tired of those same old podcasts? Want to hear something different?Well you've come to the right place! This week we've given our old Digging In podcast host Kinch O'Kelley the boot from the host chair & we've filled the seat with a brand new host! Who will it be? How will it go? What topics will be covered? You're just going to have to tune it to find out!------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

Ce mardi 18 juillet, la tendance sur les marchés a été analysée par Jean-Louis Cussac, trader pour compte propre chez Perceval Finance Conseil, et Stéphane Ceaux-Dutheil, responsable du site Technibourse.com, dans Le Match des traders dans l'émission BFM Patrimoine présentée par Cédric Decoeur. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Ce mardi 11 juillet, la hausse de la Bourse de Paris avant l'inflation américaine et le coup d'envoi des résultats d'entreprises a opposé le point de vue deJean-Louis Cussac, trader pour compte propre chez Perceval Finance Conseil, et Valentin Nicaud, opérateur en salle des marchés chez Bourse Direct, dans Le Match des traders dans l'émission BFM Patrimoine présentée par Cédric Decoeur. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Alors que le S&P 500, indice de référence de Wall Street, marque une pause sous la résistance technique des 4500 points (78,6% de retracement de tout le bear market de l'année 2022) qui fait figure de pivot chartiste pour la tendance du marché action US cet été, je vous propose un diagnostic technique des indices US pour envisager leur tendance de la première partie du mois de juillet, ainsi qu'un mot rapide sur les fondamentaux post-NFP en introduction.

Welcome to the Digging In Podcast! Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.Our team gets a lot of questions about growth. And not just growth from a "how does my account look" perspective. At Rooted we believe that we growth on all levels is extremely important. Rooted's Found Zach Gray joins the podcast today to talk about the types of growth we are intentional about seeking out, and the leadership that comes with that responsibility.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

Indian benchmark indices — Sensex and Nifty 50 — are likely to open little changed on July 5 amid caution due to concerns of escalating trade conflict between the US and China, and as investors await the US Federal Reserve's June monetary policy meeting minutes. The momentum, however, continues for the domestic markets considering that the markets hit a record high for the fourth consecutive day. In terms of global markets, the US markets are closed on account of Independence Day. Asia, however, is largely lower due to services activity slowing both in China as well as Japan. Brent crude is hovering at around $75 per barrel. Indices and queues to watch out for include midcaps that are underperforming while financials are outperforming. In the US, investors await the minutes of the Fed's June policy meeting, due at 11:30 pm tonight, for cues into the monetary policy trajectory. While recent data after the June Fed meeting signalled moderation in inflation, the odds of a 25 basis points rate hike in its upcoming July 26 meeting stood at 86.2 percent, according to Reuters. Tune in to Marketbuzz Podcast for more cues and news to track ahead of today's session

Ce mercredi 5 juillet, les tendances sur les marchés, notamment la baisse de la Bourse de Paris dans le sillage des Bourses asiatiques, ont été débattues par Gilles Santacreu, trader algorithmique et administrateur du site Boursikoter.com, et Matthieu Ceronne, trader chez Perceval Finance Conseil, dans Le Match des traders dans l'émission BFM Patrimoine présentée par Cédric Decoeur. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Taking Stock: A look at today's top business news & investment views. Including: Today's Indices, Winners & Losers, Most Read RNS's Plus...John Meyer on clear skies in China, deleveraging of the portfolio, Atlantic Lithium #ALL, BlueJay Mining #JAY & Kodal Minerals #KOD And... Russ Mould on bond prices, interest rates and the inversion of the yield curve.

Welcome to taking stock on...on Thursday 29th June 2023. It's a round up of today's business news & investment views. Including: Today's Indices, Winners & Losers, Most Read RNS's Plus Vadim Alexandre, Head of Healthcare at SP Angel discusses a UK listed healthcare micro cap that will benefit from their AI: Spectral MD #SMD.

Value, Quality, Momentum, Low Volatility – die wissenschaftlich bestens ausgeleuchteten Faktoren haben langfristig klar besser abgeschnitten als der MSCI World ETF. Aber seit die Zinsen steigen, ist die Bilanz eher mau. Vor allem der Momentum-Ansatz bleibt weit zurück. Warum der Trendfolger zuletzt stets daneben lag, in welcher Zusammensetzung die Faktor-ETFs in den Sommer gehen, wie die einzelnen Strategie-Konzepte bei der Aktien-Auswahl überhaupt vorgehen und ob man die vermeintlich „smarten“ Indices wirklich im Portfolio braucht: Jetzt im großen MSCI Faktor-Update mit Tobias Kramer und Christian W. Röhl! Und wer jetzt einen Faktor vermisst: Klar, Size gibt's auch noch. Aber zu Small & Mid Caps und zur sog. „Liquiditätsprämie“ bei kleineren Börsenfirmen kommt demnächst eine eigene Sendung!

Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different topic surrounding finances. In this episode, Robert Martin, a Senior Vice President and Senior Investment Analyst at Mesirow, joins Jon Hansen to discuss the Dow Jones Industrial Average and the advantages of creating an index in the market.

Birthday's, Bull Markets Starts, HHP potential Spreadsheet, Cathie Wood and Bitcoin, Headline news.

HAL has been in the news of late over a proposed mega deal with the US that will help the government aerospace & defence giant churn top-of-the-line fighter jet engines in partnership with GE. Over the past 5 years, since its IPO was launched, HAL has multipled market cap six times & so have several other defence PSUs. In Ep 1248 of Cut The Clutter, Editor-in-Chief Shekhar Gupta explains why defence PSUs are prospering, and what it means for the military.

Indices closed lower, snapping a two-day win streak. G Squared Private Wealth's Victoria Greene and BNP Paribas' Carl Riccadonna break down the market action. After testifying in front of the Senate oversight committee on financial regulation, Acting Comptroller of the Currency Michael Hsu joins to talk steps to restore confidence in the banking system. David Sacks, Craft Ventures co-founder, on Montana's TikTok ban and if there is any chance it actually sticks, plus investing in China during high geopolitical tensions. Cadre CEO Ryan Williams discusses opportunities in the distressed commercial real estate sector and where he sees the most upside. Plus, how Blue Origin landed a NASA contract and Khan Academy Founder Sal Khan on bringing AI to education. 

Released Monday, May 15, 2023 It doesn't take long to go from ground that is too wet to ground that is almost rock hard. This is a good time to look at the local drought indices. --- Support this podcast: https://podcasters.spotify.com/pod/show/andrebernier/support

Une équipe d'astrophysiciens suisses, français et espagnols ont découvert un indice de l'existence d'étoiles supermassives au sein d'amas globulaires lors de leur formation., grâce à l'observation d'une anomalie chimique sur une des plus lointaines galaxies avec le télescope Webb. Ils publient leur étude dans Astronomy&Astrophysics.

How to Invest Better and Live Better. Money Not Math 141 Referencing the 2023-Dimensional Matrix Book. David Booth, Founder and Chairman of Dimensional. - “Having a good investment experience is about more than returns. What matters just as much—maybe even more—is how people feel along their financial journey.” The Power of Compounding by Stacey Winning, Chief Talent Officer Control What You Can by Bryce Skaff, Co-Head of Global Client Group. “On that fateful day, I controlled what I could by staying calm, trusting my body, and letting the doctors do their job. The experience was a reminder of how preparation, discipline, and quality professional guidance can help us weather any storm. “ Planning over Prediction By Savina Rizova, Global head of Research Uncertainty and Opportunity by Brad Steiman, Head of Wealth Management Group, Canada “Life's setbacks are rarely as bad as you fear. Stay focused on the important things. The rest will come.” The Value in Flexiblity by Bhanu Singh, CEO, Australia; Head of Asia Pacific Portfolio Management. Disclaimer, past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. This is an example for conceptual learning around the power of Compounding only. This content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation. #MoneyNotMath #Money #5StoneFinancialGroup #Retirement #investing #wealth #enjoy #compounding #control #planning #prediction #uncertainty #opportunity #flexibility #invest #live #better

Dans une étude publiée dans Nature Astronomy, une équipe d'astrophysiciens montre que les "bulles eRosita", visibles en rayons X et qui s'étendent de part et d'autre du disque de la Voie Lactée n'ont probablement pas pour origine une activité passée du trou noir Sgr A* comme on le pensait...

Diet quality is a multidimensional concept that incorporates healthy food choices, nutrient adequacy, food variety, moderation/excess, and overall balance. The authors of this episode's featured article conducted a review to examine the consumption of both nutrients and foods or food groups in recognition of the importance of the relationships between nutrients, foods, and dietary patterns that underpin diet quality. Join us for a conversation with article co-author Erynn McAuley from the School of Exercise and Nutrition Sciences, Queensland University of Technology, Kelvin Grove, Queensland, Australia.

No Dead Fed – Hikes still on the table - although markets don't agree. A quick look back and ahead as banks are in trouble. It is getting a little silly... Our Guest, Howard Silverblatt – SP Global on earnings and the real stats to understand Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI's family of U.S. Indices, including the world's most followed stock market index, the S&P 500®. Howard has been with Standard & Poor's since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor's core earnings and Global Industry Classification Standard (GICS®). Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry. Howard graduated with a B.S. in Business Management from Syracuse University. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (MSFT), (GLD), (AAPL)

Indices are still holding in even with the higher than expected Employment Situation number. Scott Bauer says that typically a strong jobs report is not good for the markets, but that is not happening today. Jerome Powell wants to weaken the economy and weaken the labor market. Will there be added pressure now and could the June 2023 FOMC raise interest rates again?

Une équipe d'astrophysiciens vient de découvrir que les anomalies observées dans des lentilles gravitationnelles s'expliquent beaucoup mieux en considérant que la matière noire est composée d'axions plutôt que de WIMPs, une avancée qui peut s'avérer majeure. Ils publient leur étude dans Nature Astronomy.

Jo Varshney, Ph.D., is the founder and CEO of VeriSIM Life, a startup developing disease-specific simulation software designed to replace animal drug testing by using artificial intelligence. We talk about translational gap in drug discovery, the technology VeriSIM is developing, especially their virtual mouse models; some of the mathematical models being used in the process of drug discovery, challenges building partnerships with big pharma; How FDA is evolving their thought process about accepting data from AI; acquiring another startup while being a startup; and finally about spinning out a pharma company as a subsidiary. Shownotes: - https://www.verisimlife.com - Translational gap & current technologies - Verisim's technology: -Building virtual mouse - Avoiding the royalty trap early on - What made investors trust a solo founder? - Mathematical models for biology - Building a startup not spun out of a university or without a PI a part of it - Filtering investors: Understanding the No's - Building partnerships - Lessons learned about commercialization - Things that didn't work while working with partners - Comparing apples to oranges - Product evolution: Translational index - Data sources - FDA efforts: How FDA is evolving their thought process about accepting data from AI - Team - Acquiring another startup - Spinning out a therapeutic company - https://www.verisimlife.com/careers

In this week's episode, Markets Update: Equities Up and Bonds Down Empowering Education: All things Indices Intriguing Issues: Apple Pay Later

In this episode of Market Minutes, Shailaja Mohapatra and Kaushal Shroff talk about expected inflows and outflows from Nifty indices adjustment, Vedanta's fifth interim dividend and what's on the agenda of SEBI Board meet. Also catch Mayur Patel of IIFL AMC in Voice of the Day. Market Minutes is a morning podcast that puts the spotlight on hot stocks, keys data points and developing trends.

Sometimes very basic questions can be hard to answer when it comes to annuities. One example - How much exposure does a specific vol-controlled index actually have to the market? Josh Mellberg joins us today to show how to use simple match to estimate relative exposure across different indices at one given point in time. The question may become more common as clients looks for ways to make up for declines in 2022. Links mentioned in the show: White Paper View only Link:  Risk Control Calculator: 

Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

"I am watching the relationship between the indices. The Dow Jones has a different composition than the NDX, but since last week, the markets have conviction and are moving together in the same direction. All major indices are below any objective level that you would identify as potential support. I would not be surprised to see a short-term low mid-week, which dovetails with CPI and PPI data," says Tom Alexander.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for 100 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 27 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Kevin Dement, Principal, Client Development, Avantax Retirement Plan ServicesSM and Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete, Kevin and Matt discuss SECURE 2.0 and how many provisions of the act can enhance retirement plans. Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über schlechte Aussichten für Fielmann und Metas Trump-Hoffnung. Außerdem geht es um Cooper Companies, Rheinmetall, Volkswagen, Bitcoin, Silvergate, Deutsche Börse, Commerzbank, Linde, Fresenius Medical Care, Software AG, Verbio VereinigteBioenergie, Hensoldt, Wüstenrot & Württembergische, Eckert & Ziegler, Varta, Tesla, Porsche AG, Porsche Holding, den Invesco MDax ETF thesaurierend (WKN: A2N7NF), und den Lyxor Germany Mid-Cap MDax ETF ausschüttend (WKN: LYX0R1). Die Regeln für die Indices findet ihr hier: https://www.stoxx.com/document/Indices/Common/Indexguide/DAX_Equity_Indices.pdf Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

In this episode, Algorithmic breakout trading specialists Tomas Nesnidal and Andrew Swanscott discuss: The most decisive factor when picking a market to trade, Why trends=money and why you should ignore the hype and follow the data, Comparing index trends vs currency trends, The challenges of trading the Forex markets, Healthy trends vs noisy markets, Why starting with indices is easier, Account size requirements for portfolios, Liquidity in currencies and futures, Example trading strategies, The best market to start trading, And much more. For more trading content visit https://bettertraderacademy.com    

Retrouve l'interview entière de Julien dès demain !

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 26 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss SECURE 2.0 and how many provisions of the act will affect many individuals and their families. Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

That's a wrap on another year of Dollars and Sensibilities and on the eve of a New Year, Bill and Andrew review the markets, their returns, and the sectors that performed the best/worst. The real story is in the difference between the three major indices, The Dow, the S&P 500 and the Nasdaq. Be sure to listen until the end to hear all the year-end results!

Indices continue to proliferate within the fixed indexed annuity market. Yes, choice is good for the client but it can create a complicated environment for the agent or advisor. Laurence Black, Founder of the Index Standard and Branislav Nikolic join us again to talk about how their company makes providing good advice easier. Links mentioned in the show: https://www.theindexstandard.com https://www.linkedin.com/in/laurence-black-664918/ https://www.linkedin.com/in/branislav-nikolic-8a71b657/