Podcasts about IPP

It was an honor to welcome David MacNaughton, Strategic Advisor at CIBC and former Canadian Ambassador to the United States. David joined CIBC earlier in January (press release linked here) and will provide insights to senior business leaders across public policy, regulatory developments, global trade, and stakeholder relations. David served as Canada's Ambassador to the U.S. from 2016 to 2019, a pivotal period that included the renegotiation of NAFTA. Earlier in his career, David served as Chairman of StrategyCorp and as a Senior Advisor to CIBC Capital Markets, and he previously served as President of Palantir Canada. He is a seasoned entrepreneur and political strategist, having founded and built multiple public affairs and advisory firms. We were thrilled to host David ahead of CIBC's Annual Institutional Investor Conference taking place this week in Whistler and to hear his perspective on the evolving dynamics shaping the U.S.-Canada relationship. In our conversation, we discuss David's experience spanning business and government, the highly dynamic geopolitical environment, the need for renewed public-private collaboration, and why politics feel increasingly interventionist today, with populist pressure pushing governments toward protectionism and isolationism. We explore the implications of AI-driven white-collar job disruption, why businesses must treat geopolitics and public policy as core risk drivers, Canada's role in AI innovation and adoption, and how Canada is rebalancing its resource economy amid global energy and trade shifts. David shares his perspective on Canada's prior reluctance to embrace LNG exports and its renewed push to be an “energy superpower,” how to interpret volatility from the Trump Administration, and how tariffs have strained, but not broken, the U.S.-Canada relationship, highlighting the importance of the integrated North American energy system and the need for Canada to diversify markets. We discuss how David's Strategic Advisor role will help clients think about using government support appropriately, his cautious optimism on recent geopolitical shifts, and why maintaining dialogue among allies matters, as misinterpretation and retreating into corners can quickly spiral into escalation. It was a broad-based discussion and we're thankful to David for sharing his time and unique insights. Mike Bradley opened the show by noting that the 10-year U.S. bond yield had spiked to ~4.3% amid concerns that Europeans could sell U.S. Treasuries in response to President Trump's Greenland overtures, as well as growing questions about what a spike in Japanese bond yields might mean for global bond yields. Consensus appears firmly in the camp that the Fed will not cut interest rates at the January 28 FOMC meeting. In the broader equity market, the S&P 500 was down modestly (~0.5%) over the last week, with cyclical sectors (Energy and Industrials) leading and Financials lagging. In energy commodities, WTI price appears to have stabilized at ~$60/bbl. U.S. natural gas price recently spiked ~$0.80/MMBtu (to ~$4.00/MMBtu) due to an Arctic blast forecast in the weeks ahead. On the energy news front, Q4 earnings season begins this week with Halliburton and SLB reporting. Discussion on those calls is likely to be dominated by 1H26 international oil spending trends. Mike also noted Mitsubishi Corp's $5.2 billion deal to acquire Aethon Energy, and his expectation for many more deals across the energy value chain in 2026. He ended by highlighting that President Trump, along with a handful of Northeast governors, are asking PJM Interconnection to hold an emergency energy auction that would allow Big Tech companies to bid on 15-year contracts to supply ~$15 billion of new power plants. IPP equities were the most negatively impacted by this proposal late last week.

[WERBUNG] Der Podcast wird gesponsert von Paramount+ – eurem Streaming-Service für Blockbuster, neue Serien und exklusive Originals. Jetzt 7 Tage kostenlos testen: https://www.paramountplus.com/?ftag=IPP-10-10bff2d 2026 wird ein fettes Jahr, was Blockbuster und allgemein großes Kino angeht. Sebastian, Pascal und Markus besprechen ihre jeweils fünf heiß erwarteten Filme des Jahres. Abonniert den kostenlosen FILMSTARTS-Newsletter: https://newsletters.filmstarts.de/was-gibts-neues-zu-schauen_c301 Music from: https://filmmusic.io “Easy Jam” (https://filmmusic.io/song/3694-easy-jam) by Kevin MacLeod (https://incompetech.com) “Take a Chance” (https://filmmusic.io/song/4457-take-a-chance) by Kevin MacLeod (https://incompetech.com) License: CC BY (https://filmmusic.io/standard-license)

In this episode, I talk with Kirstin Bordner of Mouse Creek Farm in central Pennsylvania. Kirstin has been working her 44 acres for over 40 year but started raising pigs on pasture just 8 years ago. Her foray into pasture pigs now has her running a 10 sow registered IPP breeding operation. For more information about her farm, check her out on facebook here. Also, join us for discussion of all things pastured pig on our new facebook group, The Pastured Pig. https://www.facebook.com/groups/thepasturedpig Please consider supporting us on Patreon: https://www.patreon.com/thepasturedpig If you would like to know more about us here at Red Tool House Farm or would like to suggest topics for future episodes, visit us at: https://thepasturedpig.com/podcast/  

[WERBUNG] Der Podcast wird gesponsert von Paramount+ – eurem Streaming-Service für Blockbuster, neue Serien und exklusive Originals. Jetzt 7 Tage kostenlos testen: https://www.paramountplus.com/?ftag=IPP-10-10bff2d Es ist uns eine Pflicht und eine Freude, am Ende des Jahres noch einmal auf die vergangenen Filme zurückzublicken. Und wie jedes Jahr hat sich Sebastian für diese schwere Aufgabe tatkräftige und viel guckende Unterstützung ins Podcast-Studio eingeladen: Jenny aus der Moviepilot-Redaktion und Christoph aus der FILMSTARTS-Redaktion besprechen gemeinsam mit ihm ihre jeweils 5 besten Filme des Jahres. Abonniert den kostenlosen FILMSTARTS-Newsletter: https://newsletters.filmstarts.de/was-gibts-neues-zu-schauen_c301 Music from: https://filmmusic.io “Easy Jam” (https://filmmusic.io/song/3694-easy-jam) by Kevin MacLeod (https://incompetech.com) “Take a Chance” (https://filmmusic.io/song/4457-take-a-chance) by Kevin MacLeod (https://incompetech.com) License: CC BY (https://filmmusic.io/standard-license)

令和七年（2025)  師走接心 in 裏磐梯一法庵一法庵　山下良道（一法良道、スダンマチャーラ比丘、Ngawang Sangye) 非二元と修行の構造について（普遍的整理） On Non-duality and the One Dharma Method at Ippōan 師走接心 in 裏磐梯一法庵 「裏磐梯一法庵」の看板がようやく完成↓

[WERBUNG] Der Podcast wird gesponsert von Paramount+ – eurem Streaming-Service für Blockbuster, neue Serien und exklusive Originals. Jetzt 7 Tage kostenlos testen: https://www.paramountplus.com/?ftag=IPP-10-10bff2d Paul Rudd und Jack Black begeben sich in "Anaconda" auf die Spuren von "Anaconda", dem Kult-Schlangenfilm der 90er Jahre mit J.Lo und Ice Cube. Herausgekommen ist eine irre Komödie, die nicht immer perfekt ist, aber verdammt gut unterhält. Was genau daran so fasziniert, verraten euch Sebastian, Christoph und Pascal in dieser Ausgabe von "Leinwandliebe". Abonniert den kostenlosen FILMSTARTS-Newsletter: https://newsletters.filmstarts.de/was-gibts-neues-zu-schauen_c301 Music from: https://filmmusic.io “Easy Jam” (https://filmmusic.io/song/3694-easy-jam) by Kevin MacLeod (https://incompetech.com) “Take a Chance” (https://filmmusic.io/song/4457-take-a-chance) by Kevin MacLeod (https://incompetech.com) License: CC BY (https://filmmusic.io/standard-license)

Można Pięknie Żyć *---Witaj! "Można Pięknie Żyć*" to seria podcastów, w której odkrywamy, jak zmiany w stylu życia mogą poprawić nasze zdrowie metaboliczne. Skupiamy się na Terapeutycznym Ograniczaniu Węglowodanów i jego pozytywnym wpływie na metabolizm oraz ogólne samopoczucie. Pamiętaj, że zdrowie zaczyna się od wiedzy, a my jesteśmy tu, aby dostarczać Ci inspirację i praktyczne wskazówki na drodze do pięknego życia. Zaczynamy! W tym odcinku rozkładamy na czynniki pierwsze „jeden składnik”, bez którego nie ma zdrowej tarczycy – selen – i pokazujemy, jak jego uzupełnienie może w ciągu kilku miesięcy realnie poprawić wyniki tarczycowe oraz samopoczucie. Wyjaśniamy, dlaczego aż ok. 70% osób ma jego niedobór, jak wpływa on na poziom przeciwciał antyTPO i antyTG oraz czemu klasyczne zalecenia dietetyczne często odradzają dokładnie te produkty, które tarczycy najbardziej pomagają.

In this episode of Money Scope, Benjamin Felix and Dr. Mark Soth take a deep look into pension options for Canadian incorporated professionals. Building on their previous pension episode, they analyze whether Individual Pension Plans (IPPs) or Multi-Employer Pension Plans (MEPPs) like HOOP make sense through real-world case studies. Financial planner Aravind Sithamparapillai joins to break down detailed modeling of HOOP and how it compares to RRSPs, IPPs, and RCAs. The conversation tackles tax implications, income planning, and behavioral factors that affect pension decisions—equipping listeners with a clearer framework to assess their own options.   Key Points From This Episode:   [00:00:12] Overview of pensions for Canadian business owners [00:01:44] Case studies preview: IPPs and MEPPs [00:03:34] Complexity of pension planning and HOOP analysis [00:05:09] IPP Case 1: High income but scaling back work [00:08:14] Modeling impact of IPP on flexibility and income stability [00:10:32] IPP Case 2: Dual high-income professionals and tax strategy [00:13:28] Use of different compensation types to manage RDTOH [00:15:05] IPP Case 3: Moderate income and $2.5M corporate portfolio [00:18:11] Incremental benefit of IPPs for this income bracket [00:20:35] Introduction of guest Aravind Sithamparapillai [00:23:49] Role of pensions in providing reliable income [00:26:59] Choosing the right MEPP: HOOP's track record [00:31:12] How HOOP benefits are calculated for physicians [00:36:44] Base case: RRSP vs. HOOP for a 30-year-old physician [00:41:01] Retirement certainty and estate value trade-offs [00:44:42] Impact of inflation indexing on HOOP's value [00:48:13] Conflicts of interest in pension advice [00:52:18] Summary of the case: HOOP increases certainty, reduces estate [00:58:19] Flexibility of joining HOOP later in a career [01:04:32] Modeling late-career contributions and outcomes [01:07:04] Internal rate of return benefits of contributing later Links From Today's Episode:   Dr. Mark Soth (The Loonie Doctor) — https://www.looniedoctor.ca/ Dr. Mark on X — https://x.com/LoonieDoctor Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/

[WERBUNG] Der Podcast wird gesponsert von Paramount+ – eurem Streaming-Service für Blockbuster, neue Serien und exklusive Originals. Jetzt 7 Tage kostenlos testen: https://www.paramountplus.com/?ftag=IPP-10-10bff2d James Cameron schickt uns mal wieder nach Pandora... und wir fragen uns so langsam: Muss das schon wieder sein? Die ersten beiden Teile gehören zu den erfolgreichsten Filmen aller Zeiten. Aber wird James Cameron das auch noch ein drittes Mal gelingen? Sebastian hat sich für diese Fragen Pascal und David Hain eingeladen, um das mal ausführlich zu besprechen. Abonniert den kostenlosen FILMSTARTS-Newsletter: https://newsletters.filmstarts.de/was-gibts-neues-zu-schauen_c301 Music from: https://filmmusic.io “Easy Jam” (https://filmmusic.io/song/3694-easy-jam) by Kevin MacLeod (https://incompetech.com) “Take a Chance” (https://filmmusic.io/song/4457-take-a-chance) by Kevin MacLeod (https://incompetech.com) License: CC BY (https://filmmusic.io/standard-license)

In this Data Center Frontier Trends Summit 2025 session—moderated by Stu Dyer (CBRE) with panelists Aad den Elzen (Solar Turbines/Caterpillar), Creede Williams (Exigent Energy Partners), and Adam Michaelis (PointOne Data Centers)—the conversation centered on a hard truth of the AI buildout: power is now the limiting factor, and the grid isn't keeping pace. Dyer framed how quickly the market has escalated, from “big” 48MW campuses a decade ago to today's expectations of 500MW-to-gigawatt-scale capacity. With utility timelines stretched and interconnection uncertainty rising, the panel argued that natural gas has moved from taboo to toolkit—often the fastest route to firm power at meaningful scale. Williams, speaking from the IPP perspective, emphasized that speed-to-power requires firm fuel and financeable infrastructure, warning that “interruptible” gas or unclear supply economics can undermine both reliability and underwriting. Den Elzen noted that gas is already a proven solution across data center deployments, and in many cases is evolving from a “bridge” to a durable complement to the grid—especially when modular approaches improve resiliency and enable phased buildouts. Michaelis described how operators are building internal “power plant literacy,” hiring specialists and partnering with experienced power developers because data center teams can't assume they can self-perform generation projects. The panel also “de-mystified” key technology choices—reciprocating engines vs. turbines—as tradeoffs among lead time, footprint, ramp speed, fuel flexibility, efficiency, staffing, and long-term futureproofing. On AI-era operations, the group underscored that extreme load swings can't be handled by rotating generation alone, requiring system-level design with controls, batteries, capacitors, and close coordination with tenant load profiles. Audience questions pushed into public policy and perception: rate impacts, permitting, and the long-term mix of gas, grid, and emerging options like SMRs. The panel's consensus: behind-the-meter generation can help shield ratepayers from grid-upgrade costs, but permitting remains locally driven and politically sensitive—making industry communication and advocacy increasingly important. Bottom line: in the new data center reality, natural gas is here—often not as a perfect answer, but as the one that matches the industry's near-term demands for speed, scale, and firm power.

[WERBUNG] Der Podcast wird gesponsert von Paramount+ – eurem Streaming-Service für Blockbuster, neue Serien und exklusive Originals. Jetzt 7 Tage kostenlos testen: https://www.paramountplus.com/?ftag=IPP-10-10bff2d Leute, ihr müsst stark sein: Dies ist unsere letzte Folge PMS... dafür haben wir uns dann aber auch einen richtig "schönen" Film rausgesucht. Mit großen Schauspielern und dann noch eine Comic-Verfilmung, lange bevor Comic-Verfilmungen cool gewesen sind: "Jonah Hex". Also stellt euch auf viel Gelaber ein und hebt das Glas! Abonniert den kostenlosen FILMSTARTS-Newsletter: https://newsletters.filmstarts.de/was-gibts-neues-zu-schauen_c301 Music from: https://filmmusic.io “Easy Jam” (https://filmmusic.io/song/3694-easy-jam) by Kevin MacLeod (https://incompetech.com) “Take a Chance” (https://filmmusic.io/song/4457-take-a-chance) by Kevin MacLeod (https://incompetech.com) License: CC BY (https://filmmusic.io/standard-license)

Recorded live at the 2025 Data Center Frontier Trends Summit in Reston, VA, this panel brings together leading voices from the utility, IPP, and data center worlds to tackle one of the defining issues of the AI era: power. Moderated by Buddy Rizer, Executive Director of Economic Development for Loudoun County, the session features: Jeff Barber, VP Global Data Centers, Bloom Energy Bob Kinscherf, VP National Accounts, Constellation Stan Blackwell, Director, Data Center Practice, Dominion Energy Joel Jansen, SVP Regulated Commercial Operations, American Electric Power David McCall, VP of Innovation, QTS Data Centers Together they explore how hyperscale and AI workloads are stressing today's grid, why transmission has become the critical bottleneck, and how on-site and behind-the-meter solutions are evolving from “bridge power” into strategic infrastructure. The panel dives into the role of gas-fired generation and fuel cells, emerging options like SMRs and geothermal, the realities of demand response and curtailment, and what it will take to recruit the next generation of engineers into this rapidly changing ecosystem. If you want a grounded, candid look at how energy providers and data center operators are working together to unlock new capacity for AI campuses, this conversation is a must-listen.

On this week's episode, esVolta CEO Randy Mann joins Andrew Burnes to discuss some of the issues facing a well-established storage IPP in the 2025 market landscape.The conversation includes a look into the realities of FEOC and the status of domestic and alternative supply, including alternate chemistries, as well as a look at how storage values are holding in ERCOT as new storage capacity enters the market.Randy also discusses the logistics and risk of entering newer markets and gets specific on which ones the firm will be targeting in the next couple of years.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.

EBD 2025 - Paulo aos Efesios - Aula 06 by IPP

EBD 2025 - Paulo aos Efesios - Aula 07 by IPP

EBD 2025 - Paulo aos Efesios - Aula 08 by IPP

[WERBUNG] Der Podcast wird gesponsert von Paramount+ – eurem Streaming-Service für Blockbuster, neue Serien und exklusive Originals. Jetzt 7 Tage kostenlos testen: https://www.paramountplus.com/?ftag=IPP-10-10bff2d Der Papa ist wieder zurück! Aber kann man heute im Jahre 2025 noch über sowas wie "Stromberg" lachen? Elf Jahre nach dem letzten Film wird es nun an der Zeit, das herauszufinden. Dafür haben sich Sebastian, Christoph und Pascal zusammengesetzt und diskutieren in dieser Ausgabe von "Leinwandliebe" über den Film. Im Anschluss an den Podcast hört ihr noch ein Interview mit "Stromberg"-Schöpfer und Autor Ralf Husmann. FILMSTARTS-Kritik zu "Stromberg - Wieder alles wie immer": https://www.filmstarts.de/kritiken/1000016831/kritik.html Abonniert den kostenlosen FILMSTARTS-Newsletter: https://newsletters.filmstarts.de/was-gibts-neues-zu-schauen_c301 Music from: https://filmmusic.io “Easy Jam” (https://filmmusic.io/song/3694-easy-jam) by Kevin MacLeod (https://incompetech.com) “Take a Chance” (https://filmmusic.io/song/4457-take-a-chance) by Kevin MacLeod (https://incompetech.com) License: CC BY (https://filmmusic.io/standard-license)

[WERBUNG] Der Podcast wird gesponsert von Paramount+ – eurem Streaming-Service für Blockbuster, neue Serien und exklusive Originals. Jetzt 7 Tage kostenlos testen: https://www.paramountplus.com/?ftag=IPP-10-10bff2d Wir begeben uns mit "Zoomania 2" in die Welt der Tiere... und weil Pascal und Sebastian sich da nicht so auskennen, haben sie den Bio-Experten Julius mit am Start. Da lernt ihr in dieser Episode von "Leinwandliebe" noch richtig was. Am Ende gibt es noch ein ausführliches Interview mit Steven Gätjen, der im Film den Nachrichtensprecher spricht. FILMSTARTS-Kritik zu "Zoomania 2": https://www.filmstarts.de/kritiken/277428/kritik.html Abonniert den kostenlosen FILMSTARTS-Newsletter: https://newsletters.filmstarts.de/was-gibts-neues-zu-schauen_c301 Music from: https://filmmusic.io “Easy Jam” (https://filmmusic.io/song/3694-easy-jam) by Kevin MacLeod (https://incompetech.com) “Take a Chance” (https://filmmusic.io/song/4457-take-a-chance) by Kevin MacLeod (https://incompetech.com) License: CC BY (https://filmmusic.io/standard-license)

[WERBUNG] Der Podcast wird gesponsert von Paramount+ – eurem Streaming-Service für Blockbuster, neue Serien und exklusive Originals. Jetzt 7 Tage kostenlos testen: https://www.paramountplus.com/?ftag=IPP-10-10bff2d Letztes Jahr erst entführte uns Regisseur John M. Chu in die Welt von Oz mit der Musical-Verfilmung "Wicked". Jetzt, fast genau ein Jahr später, kommt die Fortsetzung "Wicked 2" (oder auch "Wicked For Good") in die Kinos. Sebastian hat sich mit Bea von Moviepilot und FILMSTARTS-Chefredakteur Christoph den Film angeschaut und in dieser Ausgabe darf dann auch mal gesungen werden. Vielleicht... FILMSTARTS-Kritik zu "Wicked 2": https://www.filmstarts.de/kritiken/303957/kritik.html Abonniert den kostenlosen FILMSTARTS-Newsletter: https://newsletters.filmstarts.de/was-gibts-neues-zu-schauen_c301 Music from: https://filmmusic.io “Easy Jam” (https://filmmusic.io/song/3694-easy-jam) by Kevin MacLeod (https://incompetech.com) “Take a Chance” (https://filmmusic.io/song/4457-take-a-chance) by Kevin MacLeod (https://incompetech.com) License: CC BY (https://filmmusic.io/standard-license)

In this episode, host Maya sits down with Jakub Fedorowicz, Head of M&A at R.Power Renewables, to explore why Poland's battery storage market is ready for take-off. Recorded at the Energy Storage Summit – Europe in Munich, the conversation delves into R.Power's evolution from a solar developer to a multi-technology IPP, the country's shifting regulatory landscape, grid access challenges and the growing investor appetite for storage.Produced and edited by Leonard Müller.Interested in tickets for the awards show? Email conferences@inspiratia.com or buy them directly on our website.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

Welcome back to the Apples & Ginos Fantasy Hockey Podcast!In today's quick-hit OVER/UNDER episode, I break down six players using advanced metrics to determine who's truly driving their results—and who's due for a correction.We look at 3 overperformers and 3 underperformers through the lens of:• Shooting percentage regression• On-ice luck (IPP, oiSH%, CF%, xGF%)• Usage trends & deployment• Chance generation (iSCF/60, ixG/60, SOG/60)• Sustainability indicators that actually matter for fantasyLet's get to BIZ!Players Discussed in This Episode:Luke Hughes | Miro Heiskanen | Jacob Trouba | Dylan Guenther | Tyler Bertuzzi | Thomas Harley | If you're trying to get ahead of the market on who to buy, hold, or sell, this episode gives you the data-driven edge you need.TIMESTAMPS:01:55 - Luke Hughes07:55 - Jacob Trouba11:45 - Dylan Guenther15:45 - Tyler Bertuzzi19:49 - Thomas Harley25:45 - Miro Heiskanen

In this episode of The Money Scope Podcast, Benjamin Felix and Dr. Mark Soth (The Loonie Doctor) take a deep dive into the complex world of pensions for incorporated professionals. They unpack the pros and cons of the various pension structures available in Canada—from RRSPs and IPPs to MEPPs—and explain how these compare in terms of tax treatment, investment flexibility, creditor protection, and long-term retirement security. Through their discussion, Ben and Mark illuminate how pensions really work for business owners who are both employer and employee, why "pension envy" can cloud rational decisions, and how evidence and math—not marketing—should guide your retirement planning. They also explore the behavioral and psychological side of pensions: why risk pooling matters, how defined benefit plans manage longevity and sequence risk, and when the added complexity of an IPP or MEPP might actually be worth it. This is one of the most comprehensive overviews of pensions you'll hear—combining research, real-world application, and practical insight for anyone trying to optimize their corporate retirement strategy.   Key Points From This Episode: Why pensions matter for Canadian business owners—and why this episode took a while to make. (0:01:20) Canada's three-pillar retirement system: public pensions, employer-sponsored pensions, and personal savings. (0:02:16) The pension landscape: RRSPs, individual pension plans (IPPs), and multi-employer pension plans (MEPPs). (0:03:19) Defined contribution (DC) vs. defined benefit (DB) pensions—who bears the investment risk. (0:06:24) How MEPPs like Medicus and HOOPP allow incorporated professionals to join group plans. (0:08:54) The truth behind branded pension products—why the legislative structure is what really matters. (0:10:20) Pension envy and the economics of compensation: who actually pays for "employer contributions." (0:12:27) Comparing RRSPs and pensions: tax deferral, limits, and liquidity differences. (0:14:55) RRSP flexibility vs. pension restrictions in withdrawals and contributions. (0:17:54) Defined benefit vs. defined contribution pensions—how risk and control shift between employer and employee. (0:22:57) Why small business owners often prefer IPPs after age 40. (0:25:20) What happens to pensions in retirement: RRSPs → RRIFs, pensions → LIRAs/LIFs. (0:29:06) Group pensions vs. individual pensions: pooling risks and costs. (0:31:34) Do big pensions really have investment advantages? A data-driven look at costs and active management. (0:33:18) Why institutional investors often underperform passive portfolios—even with elite managers. (0:39:24) CPP Investments as a case study: $700B in assets, billions in fees, and lagging benchmarks. (0:42:24) Evaluating pensions on liabilities, not just returns—what "immunizing liabilities" means. (0:45:45) Sequence-of-returns and longevity risk: why pooling helps retirees sleep better. (0:48:46) Behavioral finance and the comfort of cash buffers in retirement planning. (0:53:48) The trade-offs of pooling mortality risk—winners, losers, and stability. (0:57:56) Individual Pension Plans (IPPs): what they are, how they're structured, and when they make sense. (1:02:10) Contribution limits and past-service buybacks—why IPPs become powerful after age 40. (1:05:40) How spouses can be included in an IPP—and the nuances of spousal RRSPs. (1:09:39) The importance of actuarial valuations and how contribution "holidays" or "top-ups" work. (1:11:27) IPPs in practice: shifting corporate pre-tax dollars into a tax-sheltered pension efficiently. (1:14:38)   Links From Today's Episode: Medicus Pension Plan — https://www.medicuspensionplan.com/  HOOPP (Healthcare of Ontario Pension Plan) — https://hoopp.com/  Canada Pension Plan Investments — https://www.cppinvestments.com/  PWL Capital — https://pwlcapital.com/  Dr. Mark Soth (The Loonie Doctor) — https://www.looniedoctor.ca/ Dr. Mark on X — https://x.com/LoonieDoctor Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Money Scope on YouTube — https://www.youtube.com/@MoneyScopePodcast

Pastor e professor Iain Provan - 09 nov by IPP

Pastor e professor Iain Provan - 09 nov - Exposição bíblica by IPP

It's buy-low season in fantasy hockey — and today we're breaking down 5 star players who are primed for a major rebound. JT Miller, Brayden Point, Jason Robertson, Kevin Fiala, and Sam Reinhart have all underperformed expectations early, but the numbers tell a different story.In this episode, we'll dig into:

Electrification is surging, AI data centres are multiplying, and volatility is rising on both sides of the meter. Can storage step in as the flexible backbone the US grid now needs? Host Sylvia Leyva Martinez is joined by Joanna Martin Ziegenfuss, General Manager for Strategic Market Development (North America), and Ruchira Shah, General Manager of Software Product Management at Wärtsilä Energy Storage. Together they unpack how high-performance hardware paired with sophisticated control software delivers real-time flexibility, from synthetic inertia and fast frequency response to price arbitrage and microgrid operation. The conversation tracks the shift from treating storage as a bolt-on to renewables to viewing it as a core reliability asset. Sylvia, Joanna and Ruchi explore how AI-driven load growth and volatile demand profiles change planning assumptions; why interconnection queues are pushing some data centres toward on-site generation plus batteries; and how market rules and policy must evolve to reward flexibility and sub-second response. They also dig into software's role in future-proofing assets as grid requirements tighten, and where innovators are already meeting new performance thresholds.If you're navigating project economics, market design or grid operations in a fast-changing landscape, this episode offers a pragmatic look at what's working, what's missing, and why storage is set to anchor a resilient, decarbonised grid. This episode is brought to you by Wärtsilä Energy Storage – Wärtsilä delivers high performing, large-scale energy storage systems by combining sophisticated software, robust safety, and long‑term reliability—empowering utility, IPP, and data center customers to maximize energy value and investment returns. To learn more, visit: https://www.wartsila.com/energy/energy-storage?utm_source=woodmac&utm_medium=podcast&utm_campaign=energy_storage_saving_the_grid&utm_content=hostSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan's Commodities Group.They explore why U.S. energy market signals are failing to support new capacity investments, despite soaring demand (especially from datacenters).  Key issues include misaligned pricing, liquidity constraints, and hedging challenges, all of which deter long-term private capital.Key Takeaways: Current price signals don't support investment in new generation, even as large load growth (e.g., datacenters) is accelerating. Market structures must evolve to better reflect long-term price signals and attract private capital. Supply-side issues: New natural gas peakers and battery storage (BESS) face fragmented development, rising CAPEX, procurement delays, and tariff risks. Industry response: Major consolidation in the IPP space—private equity-backed assets are being acquired by integrated players seeking scale for hyperscaler deals.Possible solutions may include Repricing of forward curves, Government-backed long-term contracts, Regulatory reforms, Technological advancements Bottom line: Something must shift—be it policy, pricing, or tech—to align investment incentives with future demand growth. The next several years should be great for traders in the middle of the action.Conclusion: Between the Large Load Growth and the Investment Capital, who will blink first?   ------------  Bryan Long is an Executive Director in JPMorgan's Commodities Group, focused on wholesale power & renewable energy transactions. With 20yrs+ experience across various U.S. Power trading, origination and management roles, he has deep understandings of electricity market structures.    

inspiratia sat down with Antonio Cammisecra, the chief executive of CountourGlobal, as the IPP gears up to celebrate its 20-year anniversary. Cammisecra walks us through the company's history and its evolution towards clean energy transition.CountourGlobal began its life with a portfolio of gas assets but has since transitioned into one of fastest growing clean energy developer.Cammisecra outlines CountourGlobal and its near-term targets. He emphasises the inevitability of renewables and how different generation assets need to work in tandem in order to reach wider clean energy targets.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

En el episodio de hoy, Eugenio Garibay y Juan Manuel De Los Reyes analizan a detalle el dato de inflación medido por el Índice de Precios al Consumidor. El dato surge en 2.9% de crecimiento año sobre año, en línea con lo que esperaban los analistas del mercado, y continuando la tendencia que ha tenido en los últimos meses. Juntando este dato con los números del empleo y del IPP, la expectativa para bajas en tasas de interés se mantiene alta en 108%.Adicionalmente, Eugenio y Juan Manuel discuten el efecto de estos datos, la deuda americana y el presupuesto fiscal en el mercado de renta fija, y, en específico, para los bonos del tesoro americano.   

Today we dive back into pensions for incorporated professionals. On this ride, we compare and contrast 2 good pension options: the individual pension plan (IPP) and the Healthcare of Ontario Pension Plan (HOOPP).For today's chat I'm happy to welcome Sean Wilson (CFP, CIM), founder of Moraine Wealth Advisory, and Navaz Cassam, president & chief actuary of GBL Inc.HOOPP vs IPP White Paper:https://morainewealth.com/blog/hoopp-vs-ipp/Discussion points:- overview of pensions (1:45)- introduction (2:42)- what is a defined benefit (DB) pension plan? (4:38)- the DB pension formula (5:20)- establishing earnings for a pension plan (8:03)- pension eligibility (9:43)- pension plan contributions (11:43)- why are extra contributions helpful? (14:40)- IPP special contributions (19:10)- impact of disability (21:23)- IPP investing - DIY & control (21:50)- IPP costs (26:32)- flexibility & control in a pension plan (28:03)- withdrawing from a pension (32:46)- terminal funding (33:54)- considerations for a retirement compensation arrangement (36:36)- indexing the defined benefit to inflation (38:40)- IPP projections - starting age 40 with $200K of T4 income (40:18)- who shouldn't consider a pension? (45:37)- closing thoughts (47:38)Yatin ChadhaNYGH Fundraiser: https://donate.nyghfoundation.ca/site/TR/Events/Rally_in_the_Ravine?px=1561359&pg=personal&fr_id=1310LinkedIn: Yatin Chadhabeyond Radiology:https://beyondradiology.thinkific.com/products/courses/ct-head-interpretation-coursehttps://beyondradiology.thinkific.com/courses/master-ct-head-interpretation-courseSean Wilsonhttps://morainewealth.com/https://www.linkedin.com/in/sean-m-wilson/Navaz Cassamhttps://www.linkedin.com/in/navaz-cassam-0b025716/

Chamados a servir - Diáconos na Igreja de Cristo by IPP

Chamados a servir - Diáconos na Igreja de Cristo - Rev. Thiago by IPP

Chamados a servir - Diáconos na Igreja de Cristo - Rev. Davi Rabelo by IPP

Chamados a servir - Diáconos na Igreja de Cristo - Rev. Thiago Thomé by IPP

Eles, nós, Ele - Ezequiel com Alexandre by IPP

Most people have never heard of an IPP.But for incorporated business owners, it can be one of the most effective ways to build retirement wealth.In this episode of the Free Lunch Podcast, Canvas Wealth welcomes Tatenda Maywoyo of GBL Inc., to explain what IPPs are, who they're for, and why they're a hidden gem in Canadian retirement planning.

Episode Summary: In this episode of the Solar Maverick Podcast, host Benoy Thanjan interviews Maryssa Baron, Founder & CEO of BuildQ, an AI-powered platform transforming clean energy project development and finance. Maryssa shares her journey from pioneering early PPAs to becoming an attorney and COO at a global IPP, before launching BuildQ. She explains how AI is reducing risk, cutting OPEX, and streamlining due diligence and financing. They also discuss the impact of the Big Beautiful Bill, safe harbor challenges, and why unsubsidized solar remains competitive. Maryssa offers practical advice for entrepreneurs and insight into how AI is reshaping renewable energy.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MW of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Maryssa Barron Maryssa Baron is the Founder & CEO of BuildQ, an AI-powered platform streamlining clean energy project development, financing, and M&A. With a background spanning PPA advisory, project finance, law, and executive leadership at a global IPP, Maryssa brings a unique perspective on solving the industry's most complex challenges. She is also an attorney and passionate entrepreneur dedicated to accelerating the clean energy transition through technology and innovation.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Maryssa Barron Liinkedin:  https://www.linkedin.com/in/maryssa-barron/ Website:  https://www.buildq.ai/ Email:  maryssa@buildq.ai   

Eles, nós, Ele - Noemi com Josaias Ribeiro by IPP

Eles, nós, Ele - Ezequiel com Tomás Almeida by IPP

Eles, nós, Ele - Moisés com Jane Breder by IPP

Eles, nós, Ele - Ana com Laura Magalhães by IPP

How Should You Pay Yourself as a Business Owner? Salary, Dividends, or an IPP? In this episode, Joe chats with Braden Warwick from PWL Capital about how business owners can pay themselves in the smartest way. They break down the pros and cons of taking a salary, dividends, or using an Individual Pension Plan (IPP), a lesser-known but powerful option. Braden shares what he's learned from co-authoring a paper with Ben Felix, and they talk through real-life examples. You'll learn how taxes play into each option, what “notional accounts” are (in simple terms), and how a flexible income plan could help you get the most from your money,both now and in retirement. Here's what you're in for: 00:00 – Welcome and intro 00:24 – Meet Braden and his role at PWL 01:57 – What the research says about business owner pay 04:03 – Tax pros and cons of each method 08:46 – What are notional accounts, anyway? 13:02 – How IPPs work and who they're good for 17:35 – Using a flexible salary strategy 25:49 – Final thoughts and where to learn more —------------------------------------------------------------- ABOUT BRADEN WARWICK Braden Warwick is a PhD Research Engineer who loves turning complex research into practical, high-performing software. With a background in optimization, Monte Carlo and statistical analysis, and stochastic modeling, he's passionate about solving tough problems and making data-driven tools that work in the real world. Braden has hands-on experience with GPU-accelerated simulations, parallel processing, and modern Python and JavaScript frameworks, bringing innovative ideas from theory to production. You can reach out to Braden through: LinkedIn: https://www.linkedin.com/in/braden-warwick-a40b48a3 Website: https://www.bradenwarwick.ca (Personal)              —------------------------------------------------------------- ABOUT JOE  CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/              https://www.facebook.com/RetirementPlanningSimplified/               https://matthewsandassociates.ca/    ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose.  —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

Episode Overview In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with Robb Jetty, CEO of REC Solar.  Rob shares insights from his 23-year journey in renewable energy, REC's behind-the-meter and utility-scale development strategy, and the company's active role in greenfield projects, energy storage, and asset repowering. Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood's portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.  Robb Jetty Rob Jetty is the Chief Executive Officer of REC Solar, a leading independent power producer (IPP) and clean energy developer focused on delivering innovative behind-the-meter and small utility-scale solar and storage solutions across the U.S. With over 23 years of experience in the renewable energy industry, Rob has built a career spanning the full lifecycle of clean energy development—from founding a regional EPC firm in 2002 to holding senior leadership roles at some of the industry's most influential organizations, including Recurrent Energy, General Electric, and EDF Renewables. As CEO of REC Solar, Rob is steering the company's strategic growth following its 2023 acquisition by ArcLight Capital Partners. Under his leadership, REC is focused on expanding its operating fleet through greenfield development, M&A, and repowering of aging solar assets. The company operates more than 150 solar projects totaling approximately 300 MW across 16 states. Rob's deep understanding of project development, corporate procurement, and grid-scale renewables enables REC to serve diverse sectors including food & beverage, cold storage, special districts (MUSH market), and fleet electrification. Notably, the company led the development of a solar-powered EV bus charging hub for the Anaheim Transportation Network, and a microgrid at Kona Village Resort in Hawaii, supporting resilience and clean energy access.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Robb Jetty LinkedIn: https://www.linkedin.com/in/robertjetty/ Website: https://recsolar.com/ REC Solar Case Studies:  https://recsolar.com/resources/case-studies/

Summary del Show: • Mercado mixto antes de datos clave: Los futuros abrieron casi sin cambios tras rumores sobre Powell y un IPP suave. Hoy destacan ventas minoristas, solicitudes de desempleo y resultados de $NFLX. • Avanza legislación cripto en el Congreso: La Cámara impulsa tres leyes clave, incluyendo el GENIUS Act y el CLARITY Act; se espera voto final esta semana. • Europa lanza supercomputadora cuántica con $MSFT: Dinamarca y la fundación de $NVO invertirán 93 Millones de dólares en el proyecto QuNorth para competir globalmente. • WeRide lanza primer Robobus sin operador en Asia sudoriental: El servicio opera en Singapur y marca un hito en movilidad autónoma, mientras la acción sube +1.48%.

Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street opera mixto ante expectativa inflacionaria: Futuros sin dirección clara: $SPX plano, $US100 -0.1%, $INDU +0.1%. El mercado asimila el IPC de junio mientras se publican el IPP (0.2% m/m esperado) y resultados de $BAC, $GS y $MS. Las tasas a 10 y 2 años se mantienen estables. • Trump lanza mega plan de energía e IA desde Pennsylvania: Se anunciaron inversiones por $36B en centros de datos y $56B en energía. Hiperescaladores como $AMZN, $GOOG y $CRWV participarán. Wedbush estima un gasto de $2T en IA en los próximos tres años. • Critical Metals se dispara por avances en Groenlandia: $CRML +32.7% tras lanzar programa de perforación en Tanbreez. El yacimiento suma 22.56B toneladas y podría valer hasta $3.6B. El estudio de viabilidad y expansión del depósito Fjord generan gran expectativa. • Trump evalúa aranceles a fármacos y chips a fin de mes: Nuevas tarifas afectarían a $PFE, $MRK, $LLY, $AAPL y $SSNLF. Iniciaría con tasas bajas y subiría hasta 200%. Se esperan acuerdos bilaterales antes del 1 de agosto, con India como prioridad. Una jornada de inflación, resultados bancarios y posicionamientos estratégicos de Trump en IA, energía y comercio global. ¡No te lo pierdas!

Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street cae tras nuevos aranceles de Trump: Futuros a la baja: $SPX -0,4 %, $US100 -0,3 %, $INDU -0,4 %. Trump impondrá arancel del 30 % a la UE y México desde el 1 de agosto. El mercado se enfoca esta semana en el IPC (martes), IPP (miércoles) y resultados del 2T de $JPM, $C, $WFC, $STT y $BK. • Bitcoin supera los $120K con impulso institucional: $BTC-USD alcanza $121 058,40 por primera vez, apoyado por flujos récord hacia ETFs y avances regulatorios. Ether $ETH-USD sube +2,6 % a $3 045,94. • Plata se dispara a máximos desde 2011: $XAG sube +1,8 %, con tensiones en mercado físico y fuerte demanda en ETFs británicos. Oro $XAU +0,3 % a $3 366,98/oz. Ratio oro/plata en 86x sugiere que la plata sigue subvalorada. • China aprueba con condiciones compra de Ansys por Synopsys: $SNPS completará la compra de $ANSS por $35B tras el visto bueno regulatorio. Accionistas de $ANSS recibirán $197 en efectivo más acciones de $SNPS. Una jornada marcada por tensiones comerciales, rally en criptomonedas y refugio en metales. ¡No te lo pierdas!

Dia Das Mães | Cláudia Conceição | 14.05.2023 by IPP

En Ivoox puedes encontrar sólo algunos de los audios de Mindalia. Para escuchar las 4 grabaciones diarias que publicamos entra en https://www.mindaliatelevision.com. Si deseas ver el vídeo perteneciente a este audio, pincha aquí: https://www.youtube.com/watch?v=s7aDUMdleOI ¿Por qué algunas personas tienen relaciones extraordinarias y otras siempre tropiezan con los mismos problemas? @IPPFormacion revela las claves para mejorar nuestras relaciones en la pareja, la familia, el trabajo y con nosotros mismos. Aprenderás lo que hacen (y piensan) las personas con relaciones felices y cómo transformar conflictos en oportunidades de crecimiento. Sergio Fernández CEO de IPP, director de varios másters en desarrollo personal y profesional y autor de best sellers como "Vivir sin Jefe". Ha formado a miles de personas a nivel global y comparte conocimiento a través de videos y podcasts. Apúntate al MASTER DE RELACIONES AQUÍ: https://formacionipp.com/mdr-ab25/ins... Más información en: https://www.mindalia.com/television/ PARTICIPA CON TUS COMENTARIOS EN ESTE VÍDEO. -----------INFORMACIÓN SOBRE MINDALIA--------- Mindalia.com es una ONG internacional, sin ánimo de lucro, que difunde universalmente contenidos sobre espiritualidad y bienestar para la mejora de la consciencia del mundo. Apóyanos con tu donación en: https://www.mindalia.com/donar/ Suscríbete, comenta positivamente y comparte nuestros vídeos para difundir este conocimiento a miles de personas. Nuestro sitio web: https://www.mindalia.com SÍGUENOS TAMBIÉN EN NUESTRAS PLATAFORMAS Facebook: / mindalia.ayuda Instagram: / mindalia_com Twitch: / mindaliacom Odysee: https://odysee.com/@Mindalia.com *Mindalia.com no se hace responsable de las opiniones vertidas en este vídeo, ni necesariamente participa de ellas.

The U.S. storage market is experiencing hockey-stick growth, with multiple gigawatts being installed quarterly. But new policy uncertainties around tariffs and the Inflation Reduction Act are threatening this momentum. But Jeff Waters, the CEO of Powin, remains optimistic. "This industry will figure out a way to work with it," says Waters, who brings decades of experience from the semiconductor and solar industries. "What we're doing is important." Powin is a leading storage integrator that designs, commissions, and services some of the largest utility-scale batteries in the world. As Waters puts it, "If you are a utility or if you are an IPP, if you want to integrate storage and own and operate a storage asset, we are that one throat to choke." In this episode, produced in partnership with Powin, Stephen Lacey talks with Jeff about why he's still optimistic about the market despite significant headwinds. Drawing from his experience in semiconductors, Waters makes a case for how America should approach domestic battery manufacturing. "When I hear people talk about storage and say, 'We don't want Chinese companies investing or getting taxpayer money to build plants,' I think it's a ridiculous notion," Waters explains. "The only way we're going to get anywhere in the U.S. market with storage is by partnering with the Chinese." They discuss the extraordinary scaling of project sizes, the surge in electricity demand from data centers, technology trends beyond lithium-iron phosphate batteries, diverse deployment models, regional market opportunities, and the remarkable resilience of an industry used to navigating policy volatility. This is a partner episode, brought to you by Powin. Powin is pushing the frontiers of energy storage. To learn more about Powin's integrated energy storage systems and to read case studies of how the company is executing projects, go to powin.com.