Podcasts about Jefferies

Morgan Stanley Wealth Management's Daniel Skelly breaks down the market as yields stay in focus and Wall Street adds several big-cap tech names to conviction lists. BofA's Vivek Arya explains why he expects the AI spending boom to keep growing for years and what that means for semiconductors and the broader market. Jefferies' Randy Konik reacts to Nike earnings and what the results reveal about the company's turnaround and consumer demand. Brown Harris Stevens CEO Bess Freedman discusses the state of housing as Wall Street takes a fresh look at homebuilders. Plus, our Sharon Epperson breaks down a potential new path to becoming an accredited investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über rasant steigende Renditen, einen CEO, der 6 Milliarden Dollar wert ist und ein gigantisches Rückkaufprogramm bei Nvidia. Außerdem geht es um Meta, MongoDB, Nvidia, Apple, Boeing, Newmont, Barrick Gold, Merck KGaA, Siemens Healthineers, Jefferies, Evonik, BASF, Redcare Pharmacy, Renk, JP Morgan, Alphabet, Thyssenkrupp, Siemens Energy, Hitachi, Deutsche Bank, BlackRock, ICE, Nasdaq, Deutsche Börse, Securitize, Apollo, KKR, Figure, Bullish, Coinbase, Robinhood, Circle. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Sichere dir jetzt dein Ticket, um Zugriff auf den Merch-Shop zu bekommen. Mit dem Code “AAAFRIENDS“ sparst du 50 Prozent aufs Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/GVdXnV Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Can the S&P 500 really reach 9,000? Jefferies has set a 9,000 target for the index by the end of 2027, but getting there may require nearly everything to go right. Lance Roberts examines the assumptions behind that forecast, including earnings growth, historically high profit margins, AI-driven capital spending, market valuations, and interest rates. With earnings estimates moving higher instead of following their typical pattern of downward revisions, Wall Street's outlook has become increasingly optimistic. But what happens if earnings growth slows, margins begin to mean-revert, AI spending fails to generate the expected returns, or Treasury yields remain elevated? We look beyond the headline target to examine the math, the risks, and what investors should consider when market expectations leave little room for disappointment. 0:00 - INTRO 0:53 - End of Quarter Prep 2:00 - October tends to be strong in mid-term election years 4:05 - If you're starting to feel bearish...Markets are sitting near all-time highs 9:41 - Baylor Fathers' Weekend, Hope for the Future, and Coffee Coming... 16:50 - Iran Conflict continues; oil prices remain elevated 18:26 - Economic numbers continue strong (charts) despite higher interest rates 23:01 - Michigan Consumer Sentiment Index (chart) 24:37 - We're not Recessionary yet - Disinflationary action is coming 26:40 - When does consumer cushion run out? 27:53 - Positive effects of Cap-ex spending 29:30 - Effects of Cap spending (Why not everyone wants a WalMart...) 32:57 - Can the S&P Really Reach 9,000? 35:57 - Estimates Usually Fall 37:09 - Earnings are Breaking Above 90-year Ceiling, and rising... 38:17 - The Earnings Path has a Hole in it 39:25 - Not one Fed Official Sees a Downside to Growth 42:32 - What Has to Happen Next ==== Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's "Before the Bell" report, "Is a Major Market Rotation Coming?" https://youtu.be/O4vmRc0LypA ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/6XwMMbygt6k -------- Watch our previous show, "Will the Next Trade Be Bonds?" https://youtube.com/live/TeDizY1oNmY?feature=share ------- Articles Mentioned in Today's Show: "Jefferies Sets 9000 Market Target: Everything Must Go Right" https://realinvestmentadvice.com/resources/blog/jefferies-sets-9000-target-for-market-everything-must-go-right/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRotation #TechnologyStocks #StockMarket #SectorRotation #Investing #SP500 #Investing #MarketOutlook #SP9000

Can the S&P 500 really reach 9,000? Jefferies has set a 9,000 target for the index by the end of 2027, but getting there may require nearly everything to go right. Lance Roberts examines the assumptions behind that forecast, including earnings growth, historically high profit margins, AI-driven capital spending, market valuations, and interest rates. With earnings estimates moving higher instead of following their typical pattern of downward revisions, Wall Street's outlook has become increasingly optimistic. But what happens if earnings growth slows, margins begin to mean-revert, AI spending fails to generate the expected returns, or Treasury yields remain elevated? We look beyond the headline target to examine the math, the risks, and what investors should consider when market expectations leave little room for disappointment. 0:00 - INTRO 0:53 - End of Quarter Prep 2:00 - October tends to be strong in mid-term election years 4:05 - If you're starting to feel bearish...Markets are sitting near all-time highs 9:41 - Baylor Fathers' Weekend, Hope for the Future, and Coffee Coming... 16:50 - Iran Conflict continues; oil prices remain elevated 18:26 - Economic numbers continue strong (charts) despite higher interest rates 23:01 - Michigan Consumer Sentiment Index (chart) 24:37 - We're not Recessionary yet - Disinflationary action is coming 26:40 - When does consumer cushion run out? 27:53 - Positive effects of Cap-ex spending 29:30 - Effects of Cap spending (Why not everyone wants a WalMart...) 32:57 - Can the S&P Really Reach 9,000? 35:57 - Estimates Usually Fall 37:09 - Earnings are Breaking Above 90-year Ceiling, and rising... 38:17 - The Earnings Path has a Hole in it 39:25 - Not one Fed Official Sees a Downside to Growth 42:32 - What Has to Happen Next ==== Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's "Before the Bell" report, "Is a Major Market Rotation Coming?" https://youtu.be/O4vmRc0LypA ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/6XwMMbygt6k -------- Watch our previous show, "Will the Next Trade Be Bonds?" https://youtube.com/live/TeDizY1oNmY?feature=share ------- Articles Mentioned in Today's Show: "Jefferies Sets 9000 Market Target: Everything Must Go Right" https://realinvestmentadvice.com/resources/blog/jefferies-sets-9000-target-for-market-everything-must-go-right/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRotation #TechnologyStocks #StockMarket #SectorRotation #Investing #SP500 #Investing #MarketOutlook #SP9000

Micron (MU) is seeing more bullish momentum heading into Wednesday's earnings, as Diane explains Baird's price target hike for the stock. Meanwhile, Roblox (RBLX) was slapped with a downgrade from Jefferies over concerns of a waning user base. Royal Caribbean (RCL) got an upgrade from BofA on expectations the company will be more protected than peers from geopolitical woes. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Market update for September 28, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Why stocks are holding up even as Treasury yields hover near multi-decade highs and oil jumps againNvidia's new platform designed to keep AI agents under control, and its record $150 billion buyback authorizationMongoDB getting crushed after CEO CJ Desai leaves for MetaRoblox falling after Jefferies warns its post-earnings rally got ahead of the fundamentalsSpaceX sending Starship into orbit for the first time

Nvidia y su agresivo programa de recompra de acciones es hoy insuficiente. Caen principales índices de Bolsa americana por subidas en precios del petróleo y rendimientos de bonos. SpaceX despega. La Starship alcanza la órbita a pesar de un problema en el motor. Las acciones de Quantum co IonQ suben tras la incorporación de BofA al bando alcista. Mal software y Boeing. Jefferies advierte de un posible impacto en las entregas tras un informe sobre un fallo de software. De fondo, el rechazo de Trump a la última propuesta iraní sobre el Estrecho de Hormuz devuelve la tensión al mercado. Hoy y mañana habrá contactos indirectos. El mercado nos lo analiza Gisela Turazzini, de Blackbird. Vemos también momento en deuda emergente.

Record diesel prices are adding fresh inflation pressure across the U.S. economy, raising concerns about higher transportation costs filtering into everyday goods. At the same time, the Federal Reserve raised interest rates by 25 basis points as policymakers continue their effort to contain persistent inflation. In a CNBC interview, Jefferies strategist Chris Wood discussed rising U.S. bond yields, mounting fiscal pressures, and a potential long-term scenario that could have major implications for gold. Learn more in last week's Gold and Silver Market Update as we break down what these developments could mean for precious metals investors.   https://sdbullion.com/blog/gold-silver-navigate-us-fed-interest-rate-hike-plus-record-high-diesel-prices

Het is Softbank nog stééds niet genoeg: de investeerder wil nóg meer geld in OpenAI investeren. Ze zitten inmiddels al op 65 miljard dollar, zo'n 13 procent van het hele bedrijf. Met allerlei constructies harken ze het geld bij elkaar. Daar komt nu een bijzondere constructie bij. Softbank geeft 11 miljard aan junk bonds uit, obligaties met een hele lage kredietwaardigheid. Het moge duidelijk zijn: de beurgang van OpenAI móet slagen voor Softbank. Of die investering dat enorme risico waard kan zijn, zoeken we voor je uit. Hoor je ook nog over Novo Nordisk: het aandeel dat maar blijft verliezen. Met een set nieuwe plannen moest het bedrijf het vertrouwen van beleggers terugwinnen. Maar het tegenovergestelde gebeurde. Nog voor de ceo was uitgepraat, ging het aandeel al de verkoop in. Wat Novo Nordisk dan wél moet doen, bespreken we deze aflevering. Hoor je ook nog over: Stakingen bij Volkswagen, én een winstwaarschuwing Een koekjesfabriek waar jij op moet letten Heineken, dat doet een opvallende overname Een sluitstuk voor de overname van Warner Bros door Paramount Te gast: Arend-Jan Kamp van Stockwatch BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Het is Softbank nog stééds niet genoeg: de investeerder wil nóg meer geld in OpenAI investeren. Ze zitten inmiddels al op 65 miljard dollar, zo'n 13 procent van het hele bedrijf. Met allerlei constructies harken ze het geld bij elkaar. Daar komt nu een bijzondere constructie bij. Softbank geeft 11 miljard aan junk bonds uit, obligaties met een hele lage kredietwaardigheid. Het moge duidelijk zijn: de beurgang van OpenAI móet slagen voor Softbank. Of die investering dat enorme risico waard kan zijn, zoeken we voor je uit. Hoor je ook nog over Novo Nordisk: het aandeel dat maar blijft verliezen. Met een set nieuwe plannen moest het bedrijf het vertrouwen van beleggers terugwinnen. Maar het tegenovergestelde gebeurde. Nog voor de ceo was uitgepraat, ging het aandeel al de verkoop in. Wat Novo Nordisk dan wél moet doen, bespreken we deze aflevering. Hoor je ook nog over: Stakingen bij Volkswagen, én een winstwaarschuwing Een koekjesfabriek waar jij op moet letten Heineken, dat doet een opvallende overname Een sluitstuk voor de overname van Warner Bros door Paramount Te gast: Arend-Jan Kamp van Stockwatch BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

In this week's episode of WSJ's Take On the Week, co-hosts Telis Demos and Miriam Gottfried break down the conversation around AI safety and development, and how markets have reacted. Plus, OpenAI is now expected to have its initial public offering next year instead of this year. Will Anthropic follow suit? They also analyze the Federal Reserve's recent unanimous decision to hike interest rates, the mechanical impact of 10-year Treasury yields crossing 5%, and how these macroeconomic shifts are reshaping the bond market. Next, Jefferies equity analyst Jon Petersen joins the show to explain how rising interest rates and limited supply are impacting real estate investment trusts (REITs). They also discuss the impact of AI on the sector. Are companies like Digital Realty and Equinix poised to fare well in the data center buildout? What about industrial REITs like Prologis and Stag Industrial? Plus, Petersen breaks down why the REIT sector could be a healthy safe haven for investors if the AI bubble bursts. News Corp, owner of The Wall Street Journal, has a content-licensing partnership with OpenAI. This is WSJ's Take On the Week where co-hosts Telis Demos, writer for WSJ's Heard on the Street, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Anthropic Researcher Quits Over ‘Out-of-Control' AI Fears Fed Delivers First Rate Hike in Years With Unanimous Vote Malls Were Left for Dead. Now They Are the Top Performer in Commercial Real Estate. For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The yield on 10-year notes hitting the highest level since 2007 ahead of the Fed decision. Jefferies' David Zervos expects a more dovish Warsh and says the market is wrong on rates. Plus, prediction markets are already scoring this NFL season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

"Gamekeeper at Home" by Richard Jefferies invites listeners into the serene and contemplative world of rural life, showcasing the intricate relationship between humanity and nature. Jefferies, with his keen observations and poetic prose, captures the essence of a gamekeeper's existence, reflecting on themes of stewardship, the beauty of the natural world, and the simple joys found in everyday experiences. This timeless narrative resonates today as it encourages a deeper appreciation for the environment and our role within it. Jefferies' insights into the rhythms of nature and the importance of preserving it remain relevant, making this work a cherished exploration of life's quiet moments.

After Anthropic's Dario Amodei calls to “pace the frontier” on AI, one of the researchers who discovered OpenAI's hack of a German website says slowing U.S. model development will also curb China. Jefferies' Chief Economist makes the case for a December rate cut. Plus, the billionaire founder of Groupon and CEO of Tempus AI on how AI is changing healthcare. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oracle's latest stumble puts the AI spending debate back in focus. Jefferies' Brent Thill breaks down what's ailing the stock and why it went from positive to negative in today's session. Truist's Keith Lerner discusses whether markets can keep shaking off risks as rate expectations shift. Meantime, former Lululemon CEO Christine Day weighs in on the athleisure slump and what it takes for consumer brands to stay relevant as competition heats up. Barclays analyst Dave Anderson breaks down energy services as oil, diesel and the broader energy complex move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: South Korea is set to invest billions in the U.S. And the AI boom drives uranium prices to 18-year highs. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________John Willett is the Co-Founder and Chief Operating Officer of Rogo, one of the fastest-growing AI companies in global finance, used by leading institutions including Lazard, Jefferies, Rothschild & Co, Moelis and Nomura. Rogo has raised more than $300 million from investors including Kleiner Perkins, Sequoia, Thrive and Khosla, was valued at $2 billion in 2026, and John now leads its expansion across Europe and APAC.In his first in-depth interview ever, John joins Vidit to tell the story behind Rogo and the person behind the company. He reflects on growing up in Connecticut in a family of engineers, being academically far ahead of his peers, meeting co-founder Gabe Stengel at Princeton, and experimenting with AI for finance years before ChatGPT made the category obvious.John shares how early investor Kevin Ryan convinced them to quit investment banking and go all in, why Rogo spent its first two years with little external validation, and how ChatGPT changed enterprise demand almost overnight. He also explains how Lazard became the first major customer, what it took to earn the trust of global banks, and how Rogo evolved from an early product into a platform tackling some of finance's most complex workflows.They also unpack John and Gabe's co-founder dynamic, why Gabe became CEO, how Rogo recruits former bankers into operating roles, and what John has learned scaling the company from roughly 40 to 200 people while building out Europe and APAC.Please enjoy exploring your curiosity.________Get in touch with us via email at contact@curiositycentre.comJoin our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes hereFollow us on LinkedIn, Twitter and InstagramGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our websiteThis episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________TIMESTAMPS00:00 – The Real John Willett04:33 – Xero06:01 – The Family of Engineers Behind John11:11 – Meeting Gabe at Princeton12:22 – The Idea Before Rogo17:16 – Building AI Before ChatGPT18:46 – The Investor Who Told Them to Quit Banking20:11 – Rogo's First Fundraising Deck24:31 – Two Years Nobody Wanted Rogo27:16 – The ChatGPT Inflection Point29:16 – Landing Rogo's First Major Customer34:11 – When Enterprise AI Started to Click38:11 – Why Big-Name Customers Matter43:10 – Deciding Who Should Be CEO45:22 – Convincing Bankers to Join a Startup50:09 – US vs Europe vs APAC55:04 – Scaling Rogo From 40 to 200+People01:00:04 – Becoming a Better Manager01:02:44 – Rapid Fire________The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW.Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).

Kruser in for Jack invites Mick Jeffries in studio to demonstrate his ukulele skills and inform listeners about the origins of the instrument and how easy and fun it is to play! Mick is the founder of KYuke, a Lexington-based organization dedicated to building community through the ukulele. KYuke is hosting a free 4-day ukulele workshop series titled "Strum Don't Fret! Ukulele for Beginners!". Dates: September 14–17 Time: 6:00 PM to 7:30 PM daily Location: Gatton Park on the Town Branch in Lexington, KY Cost: Free See omnystudio.com/listener for privacy information.

The Daily Business and Finance Show - Thursday, 3 September 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: U.S. Treasury set for $12.5B debt buyback Most shorted stocks on Wall Street Chevron CEO says patience pays off in landmark Venezuela oil deal: report Broadcom forecasts $58B fiscal 2026 AI revenue and outlines $115B in 2027, $230B in 2028 USA Rare Earth rated new Buy as Jefferies initiates several critical metals names August layoffs rise 58% M/M to the the lowest total since 2022: Challenger report Ford said to target selling 100,000 Fathom electric trucks in first year HPE forecasts fiscal 2027 revenue growth of 13%-17% with at least $5B in free cash flow Duluth Holdings beats top-line and bottom-line estimates; updates FY2026 outlook Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of LME Doomscrolling, 9fin's senior LME lawyer Laurie Tomassian welcomes Bill Derrough, Managing Director and Chairman of the Capital Structure Solutions group at Jefferies.Bill has over three decades of restructuring experience, with a roster of over 600 restructurings completed. What sets his deals apart is a track record of high creditor participation. Over his career, his deals have garnered on average 94% of creditors' support.He brings a new lens to the LME debate, offering a way to use sticks and carrots to get a consensual outcome, not to fuel continued creditor-on-creditor violence. In this episode he walks us through how he avoids the LME pitfalls of what he calls “bad investment banking” that lead to short-term liquidity solutions while creating diminished long-term recoveries. Bill and Laurie speak about how the prevalence of repeat restructurings has impacted creditor behavior and walk through some success stories that have created what Bill likes to call “durable” solutions.Have any feedback for us? Send us a note at podcast@9fin.com. Thanks for listening!

Jefferies and Kushner

Hour 3 of the Chris Hand Show | Aired Wednesday 08-19-26See omnystudio.com/listener for privacy information.

Jefferies Chief Market Strategist David Zervos joins to discuss the bond market moves this week. Then, Wellington Management's Matt Witheiler shares where he sees opportunity in the AI space right now. Plus, we discuss what's driving the surge in Manhattan rents this year. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management, assesses the broader market backdrop and where investors should focus heading into the final weeks of summer. Former Federal Reserve Vice Chair Alan Blinder breaks down the outlook for rates and the economy ahead of Jackson Hole. Crypto markets remain volatile despite a recent rally: Andrew Moss of Jefferies explains why he believes it is still too early to declare the correction over or expect a sustained run to new highs. Plus, the increasingly complex financing behind the AI boom and how off-balance-sheet investments are helping fund the infrastructure buildout. Warren Pies of 3Fourteen Research warns that macro risks are rising and outlines what could challenge the market's momentum. Finally, Harsh Kumar of BMO on his launch coverage of semiconductors and quantum computing and explains where he sees opportunities across both technologies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Jefferies upgraded Dollar Tree (DLTR) to hold from underweight as shares see a strong uptick over the last quarter. Charles Schwab's Brett Crowther turns to the short- and long-term price action of the stock to show how bears can claw into the recent bullish trend. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Aerospace has always been a cyclical industry, one sector up, another down, capital moving cautiously between them. That's not what's happening right now. Every major sector is ripping at the same time, for completely different reasons. Commercial is coming back online. Aftermarket and MRO have been running hot since COVID. Defense is being pulled forward by geopolitical demand. Business aviation has settled into a stronger, more stable “new normal.”  It's rare to see this kind of synchronized momentum across the entire ecosystem, and when it happens, it changes how capital behaves. For years, aerospace exits were predictable. You built a solid business, ran an M&A process, and sold. IPOs were barely part of the conversation. Industrial manufacturing wasn't exactly exciting to public market investors. Now, IPOs are not only viable, but they're also often the better option. Industrial businesses that used to be seen as slow, capital-heavy, and unsexy are suddenly being revalued as AI-proof, infrastructure-critical, and in some cases, direct beneficiaries of the AI boom.  And that shift is forcing a new level of sophistication from operators. Because today, you're not just deciding whether to sell; you're deciding how to exit in a market with more options than ever before. At the same time, there's a quiet risk underneath all of this. Fuel prices, geopolitical instability, and supply chain pressure. None of these have gone away. So the question isn't just how long this run continues; it's whether operators are actually prepared for the version of the market we're in now. In this episode, I'm joined by the Global Head of Aerospace and Aviation Investment Banking at Jefferies, Nick Fazioli. He breaks down what's really driving this moment across aviation, defense, and industrials, and what it means for operators thinking about growth, capital, and exit strategy.   You'll also learn; How “boring” industrial manufacturing became one of the most attractive investment categories Why IPOs are suddenly back, and in some cases outperforming traditional M&A exits How AI is indirectly reshaping aerospace valuations through energy, infrastructure, and supply chain demand The rise of continuation vehicles and why operators now have more exit paths than ever before Where private equity and institutional capital are actually placing bets right now (and why MRO is so competitive) The hidden risks: fuel prices, geopolitics, and consumer pressure, and how quickly they could impact the system Why operators need to become far more strategic, not just in building businesses, but in positioning them for exit     About the Guest Nick Fazioli is the Global Head of Aerospace and Aviation Investment Banking at Jefferies, where he leads one of the most active practices across commercial aviation, business aviation, and aerospace services. Over the past 16 years, he's been at the center of some of the most significant transactions in business aviation, including the sale of Marquis Jet to NetJets and West Star Aviation's exit to Greenbriar Equity Group. With a front-row seat to M&A, capital markets, and the evolving investor landscape, Nick brings a unique perspective on where capital is flowing and how operators should be thinking about growth and exit strategy in today's market. Connect with Nick on LinkedIn.  About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.    Resources For more aerospace industry news & commentary: https://craigpicken.com/insights/.  To learn more about Craig Picken, visit https://craigpicken.com/. 

Coach is "carrying the company" while Kate Spade sales decline, says Diane King Hall, who takes investors through Tapestry (TPR) earnings as shares sell off. Elsewhere in retail, Five Below (FIVE) rallied after Jefferies upgraded the stock. Diane turns to the streaming space and discusses Pershing Square's new stake in Netflix (NFLX). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The S&P 500 and Russell 2000 rose to new all-time highs on Thursday following more encouraging inflation data.  Brian Sullivan and Kelly Evans sit down with Tortoise Capital's Rob Thummel to break down his latest energy stock picks and which sectors he believes will outperform in the coming months.  CNBC's MacKenzie Sigalos also joins the show to report on the new manufacturing site Apple is opening in Houston, Texas, as part of its $600 billion U.S. investment push. The anchors also speak with Jefferies analyst, Brent Thill, on the latest software outperformers as well as the breaking headlines that private equity firm Silver Lake is in talks to buy the human resources software maker. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Anthropic said new Claude models will watermark generated text to satisfy the EU AI Act, and it's out courting investors for a possibly record-breaking IPO. Apple's glass iPhone stayed on track, YouTube doubled its monetization bar, and FlightAware sued Kalshi. Links Anthropic says new Claude models will embed watermarks in generated text and C2PA metadata in files to comply with the EU AI Act, and it will update past models (The Register) Sources: Anthropic is courting investors for what could be the biggest IPO yet, touting rapid growth and plans to address mounting public backlash against AI (The Wall Street Journal) Sources: Apple remains on track to launch a glass-centric design overhaul of the iPhone Pro line in 2027, countering rumors that led Jefferies to downgrade AAPL (Bloomberg) YouTube says that from February 1, new creators will need double, or 8,000, watch hours over the past year or 20M Shorts views in the past 90 days to earn money (TechCrunch) Zuckerberg's long essay returns to his "open" AI arguments at an opportune time, as Chinese open-weight models are "close enough" to frontier at much less cost (Spyglass) Flight tracking platform FlightAware sues Kalshi in New York, alleging Kalshi is using its data without permission to let users bet on flight cancellations (The Wall Street Journal) Subscribe to the ad-free feed.

Sonali Basak, Chief Investment Strategist at iCapital, assesses the broader market setup and where investors can find opportunity as valuations and macro risks compete for attention. Super Micro and CoreWeave puts the AI infrastructure trade back in focus. Brent Thill of Jefferies reacts to CoreWeave results and explains what they reveal about demand for compute, AI spending and the economics behind the buildout. Our Julia Boorstin has a rare interview with Sony Pictures Entertainment CEO Ravi Ahuja on the state of the media industry, the evolving economics of Hollywood and the power of franchises like Spider-Man. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über den 500-Milliarden-Dollar-Plan von Nvidia, den GameStop-Rückzieher und die finanzielle Intel-Renaissance nach 55 Jahren. Außerdem geht es um Apollo Global Management, Blackstone, Goldman Sachs, KKR, Microsoft, Berkshire Hathaway, MarineMax, Varex Imaging, Teledyne Technologies, Apple, Jefferies, eBay, Boeing, Archer Aviation, Qiagen, Deutsche Bank, Deutsche Telekom, Stabilus, Covestro, Thyssenkrupp, BP, Lanxess, BASF, Natco Pharma, Novo Nordisk, Aspen Pharmacare, Sun Pharmaceutical, CSPC Pharmaceutical, AstraZeneca, Dr. Reddy's, FactSet. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Scott Wapner and the Investment Committee debate how to navigate a bullish environment where Wall Street firms raise stock targets. Plus, Jefferies downgrades Apple to a sell, the desk break down the call. And later, CNBC's Oliver Renick joins us to discuss the latest Options Action in the Software Sector.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jefferies downgraded Apple (AAPL) after it says the iPhone maker will cancel its all-glass model, something the firm sees as a "major setback" to the Mag 7 company. Marley Kayden walks investors through the analyst commentary and ways it will impact Apple's price action. Prosper Trading Academy's Mike Shorr takes investors through an example options trade for the stock. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Last week's jobs print showing 23,000 in job losses is something Kevin Hincks doesn't see as a huge concern as investors gear up for another key week of economic data. It comes as signs the macro is "not working for the overall market." As for the U.S. and Iran, Kevin talks about how crude oil prices don't create many headaches despite disruption in the Strait of Hormuz. He then turns to equities by discussing Apple's (AAPL) downgrade from Jefferies and Intel's (INTC) $15 billion share sale. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Apple (AAPL) sold off Monday after getting a downgrade from Jefferies. TSMC (TSM) revenues climbed nearly 45% since one year prior. NetApp (NTAP) tapped a new all-time high after Morgan Stanley upgraded the stock. Marley Kayden discusses the session's top stories.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Original https://youtube.com/live/2dtuG1_Qv-kS&P 500 y Nasdaq suben. Irán dijo que estaba cerca de alcanzar un acuerdo final con Omán.

Best Buy (BBY) gets a downgrade, with Jefferies lowering its coverage and price target to $85. Rachel Dashiell examines the chart and notes short-term choppiness with a head-and-shoulders formation taking place on a 20-day timeframe. The longer-term view "paints a different picture," adds Rachel. She identifies the momentum regime shift with RSI above 50. Rachel is closely watching BBY shares to close above $87 in Wednesday's trade which could indicate more bullish trends ahead.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

DRMatternet Appoints Starbucks EVP Sanjay Shah to Board of DirectorsDeveloper of commercial drone delivery systems for urban and suburban environmentsCEO/founder Andreas Raptopoulos: M.A. in Industrial Design Engineering; Diploma of Imperial College in Industrial Design Engineering; Diploma in Mechanical EngineeringChris Dawson: M.B.A. from INSEAD.Sanjay Kotte: B.B.A. in finance and management; M.B.A. and J.D.Laurence Marton, M.D.: expert in drug development, polyamine metabolism, and cancer research,Saurabh Ranjan: certification in human resource and law; M.A. and M.B.A.No female directors or executives but now a second Sanjay: IN OR OUTSanjay Shah: B.S. in Mechanical EngineeringStarbucks Chief Supply Chain OfficerSVP of Operations, GopuffCOO, Beyond MeatSVP, TeslaVP of North American Customer Fulfillment, AmazonAAON Increases Board Size and Appoints Robert L. Buttermore III, and Patrick J. Jermain as Independent DirectorsBefore 2/9 F now 2/11 FAAON manufactures heating, ventilation, and air conditioning equipment for commercial and industrial indoor environments IN OR OUT: Robert L. Buttermore III: BS mechanical engineeringChief Supply Chain Officer of Rockwell Automation, one of the world's leading industrial automation and digital transformation companiespreviously led Rockwell's Power Control business and oversaw strategic expansion initiatives supporting industrial, semiconductor, energy, HVAC, and data center customers. IN OR OUT: Patrick J. Jermain: MBAFormer CFO PlexusAdministration and Management: 100%. The others:Caron A. Lawhorn: former CFO, ONE Gas, Inc.Stephen O. LeClair: MBA, Chair/former CEO, Core & MainBruce Ware: MBA, CEO, One America Bancorp Inc., a financial institution that he founded to provide niche financial and banking servicesUber's Strategy for Fighting Sexual Assault Suits: ‘What Were You Wearing?'IN OR OUT on the board skillset: Consumer and Digital Experience: “Background in the development and improvement of consumer experiences with a company's products, services, and brand, including through a digital interface.” AND Sustainability and Human Capital Management: “Experience in corporate responsibility, human capital management, and managing sustainability initiatives.”Who is in BOTH?Arora: CEO, Palo Alto Networks (cybersecurity); SoftbankBurns: Former CEO/Chair Xerox; currently invests in techEckert: Partner at PE firm; former CEO MattelGinsberg: Partner at PE firm; former CEO Match GroupKhosrowshahi: CEO; former CEO ExpediaSugar: Former CEO Northrop Grumman (war); Apple: Foxconn suicide machineWynaendts: former CEO Aegon (life insurance); Deutsche bankIN OR OUT on Chief Legal Officer Tony West: “Why safety is personal to me”Uses past public service as a human shield for his current corporate ruthlessness: West spends roughly a third of the statement reciting his resume (prosecuting child exploitation, doing pro bono work for domestic violence survivors, and overseeing the Office on Violence Against Women under Obama) which is why “I would never support or condone conduct—inside or outside a courtroom—that fails to treat women and survivors with dignity and respect”West was a chief architect and defender of Uber's ruthless campaign to pass Proposition 22 in California. Uber and other gig companies spent hundreds of millions of dollars to exempt themselves from state labor laws, ensuring their drivers remained classified as independent contractors without a minimum wage, healthcare, or sick leave.Blames “the system:” “I'll be the first to say that our adversarial legal system can be particularly tough for survivors. By its nature, the trial process is designed to extract facts ... And the fact that all of this occurs in public view makes it all the more difficult …” “The system" isn't asking victims what they were wearing—Uber's highly paid defense attorneys areWest is shifting the blame from his own legal department's aggressive, victim-blaming litigation strategies onto the abstract concept of the "adversarial legal system."the New York Times and unsealed court documents from the multidistrict litigation (MDL) reveal, once a survivor steps into a courtroom, Uber's high-priced defense lawyers resort to classic, traumatizing victim-blaming. Asking women what they were wearing or weaponizing their personal histories to discredit them is a deliberate strategy to minimize corporate payoutsCherry picks one favorable moment: West quotes a single federal judge from a February trial who praised Uber's attorneys, saying they did not engage in "the slightest bit of shaming" and that he wanted it "clear on the record."one favorable quote from one judge in one specific trial: "Look, this one guy said we're nice, so the New York Times must be lying."Bullshits the bigger picture: “Uber was among the first companies to end forced arbitration and mandatory confidentiality agreements in matters involving sexual assault and sexual harassment”Yes, they ended individual forced arbitration, but they fought ruthlessly to ensure survivors still cannot form class-action lawsuits. Forcing victims to fight Uber one-on-one is a massive legal advantage for the companyLies about ESG data: “Uber was also the first—and continues to be one of the only—companies to voluntarily and consistently publish data on the reports of sexual assault”They published "safety data," but as the Times revealed, they hid hundreds of thousands of complaints by categorizing them as "unaudited" or "less serious."While Uber publicly reported a few thousand incidents, internal documents showed they received over 400,000 reports of sexual assault or misconduct between 2017 and 2022.Jefferies ESG chief says investors overstate SpaceX governance risksAniket Shah, Jefferies' global head of sustainability: Investors who avoid SpaceX because of Elon Musk's extraordinary control over the company may be letting governance concerns outweigh potential long-term returns"The idea that there's an — in quotes — acceptable form of good governance" is one that "I highly question," Shah said. "People who try to put governance into some kind of straight-jacket are too simple-minded and, frankly speaking, not looking at data."“Investors who rely on governance checklists alone risk overlooking companies capable of generating substantial long-term returns, particularly founder-led businesses that concentrate decision-making power in a single executive.”IN OR OUT on SpaceX? Did he change your mind?Does this help change your mind? Bill Ackman Says "Never Bet Against Elon," Even as He Passes on SpaceX Stock. Here's Why He's Staying Out.IN OR OUT on SpaceX? Did Bill change your mind?IN OR OUT based on this headline: Mark Zuckerberg Says AI Will Create An 'Infinite' Instagram: outlined a vision where AI-generated content becomes a third major source of contentMark Zuckerberg and Priscilla Chan's school is the latest billionaire education experiment to collapse: The Primary School closed after nearly a decade, following disappointing outcomes and a shift in the Chan Zuckerberg Initiative's philanthropic priorities from social advocacy toward scientific philanthropyThe Primary School was a passion project for Chan, who regularly visited the campus, read books to kindergartners, and appeared in a curriculum video with Sesame Street's ElmoDespite her hands-on approach, the school struggled with some of its nontraditional elementsTeachers, for instance, were required to sign nondisclosure agreements, and the school experienced high turnover among principals.Finding the right curriculum and policies also proved challenging as administrators tried to determine the best approach to teaching students.Chan told The Wall Street Journal last year: “The outcomes just weren't where [the board] would have wanted them to be or, frankly, anyone would have wanted them to be.”IN OR OUT on the Chan Zuckerberg Initiative?MMIN OR OUT: Your AI strategy isn't failing because of bad design. It's because your team doesn't believe in youWhich is more likely - the team is rejecting AI or the messenger?In which case, IN OR OUT round - if you were employed by the following, and they said you were going to execute an AI strategy, you buying or selling?Mark ZuckerbergALL IN BABY! FIRE EVERYONE! SELLJamie Dimon“Total redeployment” BUYBill Brown, CEO at 3MAsk3M - product innovation using AI (talk to a chatbot and get ideas I think?) SELLKelly Ortberg, CEO at Boeing“Intelligence” - enhance spec drawings and productivity? They're not going deep on AI yet, no money BUYBrian Cornell, Target not-CEO-but-actually-CEOOne bullet: Using data and technology in new ways to strengthen inventory planning, improve in-store consistency and enhance guest interactions SELLSpaceX's first-ever earnings report comes with stock under pressure: Q2 previewStraight up, IN OR OUT - buying SpaceX with it cheap or selling?Elon Musk still runs it like an uncontrolled dictator with sycophants surrounding him!Aniket Shah says you shouldn't be so parochial about that or you'll miss “generational wealth event” like with Facebook, because Facebook was good for everyone!Musk rumored to be building an entire telco (or buying one) because his personal net worth can afford to buy him Verizon and still have almost $800bn left over!Everyone calling this a “test”, but it doesn't matter since the only thing you can do is buy or sell!Meritocracy claims make managers pay men more than equally qualified womenIN OR OUT: MEN OR WOMENStarbucks CEO Earns 1,794 Times More Than the Average Worker: Here's Why He's Paid $31MIN or OUTThe turnaround strategy is working - Niccol made more than any other restaurant CEO per share, stock is up!Starbucks pay committee is a mess of overpaying, interconnected directors: Ritch Allison (chair) bats .249 on pay ratio, Andy Campion bats 0.041, Mike Sievert 0.067, Neal Mohan 0.031. These are literally the among the highest paying directors in the database - so did he earn it or do these people not care and pay egregious amounts?ALL the execs make a lot - is it a good sign when all the execs get PAID, since they're making money in stores?Not EVERYONE is making money - Starbucks not only regressed its offer to the union, they sued them to no longer use the Starbucks logo (which is so fucking petty), and Niccol refused to negotiate with them at first and excluded them from the bonus poolStock is up 20% YTD, 15% in last year! Beating the S&P (slightly)!

Stocks plunge into the close as Microsoft and Meta report as the Federal Reserve decision collides with results from the market's largest technology companies. Brenda Vingiello of Sand Hill Global assesses the broader market after earnings from Microsoft and Meta. Brent Thill of Jefferies breaks down the results and explains what they reveal about AI spending, cloud demand and the outlook for the biggest technology companies. Former Federal Reserve Governor Daniel Tarullo evaluates the Fed's latest decision and discusses what it means for inflation, growth and the path of monetary policy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Five years, 345 episodes and one painfully empty chair later, THS enters its next era. Chris is back behind the mic with Rajeil riding shotgun, a laptop full of charts and a thesis Wall Street is not going to enjoy: the next recession may not begin with housing or the Fed—it may begin when America's trillion-dollar AI buildout collides with cheaper, open-weight Chinese models. From market corrections and oil shocks to data-center tax breaks, Enron-style debt structures, exploding token costs, Kimi K3 and an unreleased AI agent that reportedly escaped containment, this episode asks whether the technology holding up the market could also be the thing that breaks it. Same Higher Standard, fewer people playing footsie under the table.

It's a pivotal day for technology as earnings from Google, Tesla, IBM, ServiceNow and Texas Instruments report Gil Luria of D.A. Davidson and Brent Thill of Jefferies debate the implications for AI spending, cloud growth and digital advertising. Seth Goldstein of Morningstar breaks down Tesla results and what investors should watch next. Julian Emanuel of Evercore steps back to assess the broader market and explain how investors should position after one of the most important earnings days of the season. Patrick Moorhead closes the loop by analyzing what the latest reports from Google, IBM and ServiceNow reveal about the direction of AI, enterprise technology and the broader tech sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Borderland Sports Report – Season 10 | Episode 2Kingston Jeffries | The Next GenerationEvery athlete has a story. Every journey has a beginning.In Episode 2 of Borderland Sports Report: Season 10 – The Next Generation, we sit down with Kingston Jeffries to discuss the work, discipline, and mindset it takes to compete at a high level.From his passion for the game to the sacrifices made behind the scenes, Kingston shares his goals for the future, the people who have influenced his journey, and what continues to drive him every day.If you're a young athlete with dreams of playing at the next level, this conversation is a reminder that success is built through consistency, preparation, and believing in yourself long before anyone else does.The future of Borderland sports is being written today.Borderland Sports Report – Season 10: The Next Generation.

Tech recovering to kick off the week, but all eyes are on Apple, as the company seeks approval to buy chips from blacklisted Chinese company CXMT. How the Trump admin will respond, and what it could mean for the U.S. chip trade. Then, Jefferies chief market strategist David Zervos gives his take on the Supreme Court's block of Trump's attempt to fire Lisa Cook, and why he's still bulled up for the second half of the year. Plus, Microsoft's next move as it paces for its worst month since 2000, Comcast stock surges after announcing plans to spin off NBCUniversal and Sky, and if Nike can bounce back from its rough year with its earnings report tomorrow. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A leader in air travel joins the podcast. Plus, Jefferies analyst Randal Konik discusses why a yoga wear pioneer has turned downward dog. Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets wrestle with renewed pressure in technology as investors reassess leadership across the sector. Bob Elliott, CEO of Unlimited, breaks down the latest tech turmoil and explains what it means for positioning as the rally enters a new phase. Apple's memory strategy moves into focus as Mackenzie Sigalos examines reports that the company is turning to Chinese suppliers and what that could mean for the global semiconductor industry. Steve DeSanctis of Jefferies explains where opportunities may emerge as money shifts across the market. Kevin Smith of Crescat Capital argues a market pullback is approaching and makes the case for owning gold and biotech as defensive plays. Healthcare takes center stage as Angelica Peebles previews a pivotal week for big pharma. Evan Seigerman of BMO discusses whether the recent weakness has created a buying opportunity and where investors should focus across the sector. Plus, our Mike Ozanian's look at the world's most valuable sports empires and a preview of the key market catalysts coming next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Skelly of Morgan Stanley Wealth Management examines whether the market needs broader participation beyond its recent winners and explains why rotation could be critical for the rally's next phase. FedEx provides an early read on the economy. Jonathan Chappell of Evercore analyzes what they signal for transportation demand, shipping activity and broader growth trends. Oue Leslie Picker reports on Apollo's decision to curb withdrawals, putting fresh attention on private markets and investor liquidity. Brent Thill of Jefferies tackles a key question for technology investors: are gains in Microsoft and Salesforce the start of a durable recovery or simply a short-lived bounce?=Matt Bryson of Wedbush reacts to Cerebras earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

My guest today is Dan Loeb, the founder and CEO of Third Point.  Dan started Third Point in 1995 with a few million dollars, and today the firm manages over 24 billion across equities, corporate and structured credit, venture, and insurance.  He is best known for his activist work at companies like Sotheby's, Sony, and Yahoo, and for the public letters he has written to boards over the years. What I find most interesting about Dan is how much his approach has evolved across thirty years.  He came up as a credit and event-driven investor at Warburg Pincus and Jefferies, built Third Point, then layered in quality investing, thematic technology investing, and now a very large credit business that sits alongside the hedge fund. We cover how he thinks about the AI stack and the companies inside it he believes matter most, the difference between good and bad governance, what FTX taught him about due diligence, the Sony and Sotheby's stories, and the power of writing. Please enjoy my conversation with Dan Loeb. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Dan Loeb (00:03:21) Mental Models Information Overload (00:06:50) Dan's Identity as an Investor (00:11:24) The End of Classic Event-Driven Investing (00:13:52) Evolving Strategy Over 30 Years (00:17:48) Return Opportunities in Today's Market (00:21:12) Sources of Alpha for Fundamental Investors (00:22:10) Good vs. Bad Governance (00:26:17) Writing as an Investing Tool (00:27:29) The Sotheby's Story (00:30:04) Activism Opportunities Today (00:31:03) Third Point's Evolution to 60% Credit (00:36:10) Dan as Sole Portfolio Manager (00:38:09) Value Investor Perspective on Today's Market (00:39:23) Investing Outside the US (00:40:33) The Sony Activism Story (00:43:59) Lessons from 30 Years of Investing (00:46:26) Danaher and Operational Excellence (00:48:48) Building the Insurance Liability Business (00:51:19) The FTX Story (00:53:07) Leading a Team Through Uncertainty (00:54:29) Where Third Point Is Most Contrarian (00:56:22) What Makes a Great Analyst Today (00:58:12) The Next 10 Years (01:00:24) The Kindest Thing

In episode 2058, Jack and Miles are joined by actor, comedian, writer, pop culture expert, and host of TV, I Say with Ashley Ray, Ashley Ray, to discuss… The KKK Pop Out Continues…, ALEX MURDERAAAUGH, Ivermectin Sales Are Booming, Thanks To Mel Gibson And The GOP and more! GOP Rep. Jen Kiggans says she agrees that Hakeem Jeffries has “cotton-picking hands” Reporter: "Do you have any more to say after agreeing with racist comments made by a radio host?" Kiggans: "..." Prosecutors to retry Alex Murdaugh in deaths of wife and son after high court overturned convictions Amid Hantavirus Panic, the Ivermectin Super Fans Are Back 'Should work': Texas doc sells horse dewormer for hantavirus despite COVID-19 reprimand Can ivermectin cure hantavirus? Controversial Covid treatment touted for rat disease outbreak More Cancer Patients Are Taking Ivermectin. Mel Gibson and Joe Rogan Might Be Why. Mel Gibson Drops Two Medical Bombshells on the Joe Rogan Podcast Ivermectin is making a post-pandemic comeback, among cancer patients Under Florida bill, controversial drug ivermectin could be sold over the counter Utah bill would allow pharmacies to dispense ivermectin Over-the-counter ivermectin sales proposed in Georgia Oklahoma lawmakers want to make dewormer drug ivermectin available over the counter 11 calls made to Oklahoma Center for Poison and Drug Information regarding Ivermectin Bill making ivermectin an over-the-counter drug signed by Gov. Greg Abbott Ivermectin could become available over the counter in Georgia despite concerns about potential harms River blindness treatment receives Nobel Prize Ivermectin was touted as a cure for COVID, now it’s being tested for cancer. But what can it actually treat? LISTEN: Crash Landing by Mary In The JunkyardSee omnystudio.com/listener for privacy information.