Podcasts about Jens

What a Glen's Vodka Manager Of The Month interview we have for you this week! The one Si Ferry has been waiting on as he sits down with the Motherwell Manager, Jens Berthel Askou to celebrate his Scottish Premiership award for February and to discuss his revolutionary season at Fir Park!We get an insight into the incredible football he's brought to this Motherwell side, his aspirations for the future and his own footballing journey that inspired his Managerial approach!Not one to miss! Hosted on Acast. See acast.com/privacy for more information.

After 25 years in IT and telecom, Jens Nielsen realized financial stability alone wasn't enough; he wanted control over his time and a greater sense of purpose. Jens shares lessons from scaling fast, surviving floating-rate debt shocks, pivoting into industrial real estate, and building a coaching practice focused on clarity and courage. Listen now to learn how vision, not just strategy, drives long-term wealth and fulfillment.   Key Takeaways To Listen For How partnering on a 38-unit deal opened the door to raising capital What scaling during 2020–2022 taught him about debt risk and floating rates A gut-wrenching lesson of short-term floating-rate debt without a rate cap Why diversification across deals matters more than any single "home run" The #1 breakthrough in coaching: clarity of vision before goals   Resources/Links Mentioned In This Episode Thinking In Bets by Annie Duke | Hardcover & Audiobook How to Invest in Real Estate by Brandon Turner and Joshua Dorkin | Kindle, Paperback, and Spiral-bound Download Jens Nielsen's Vision Workbook eBook at https://jensnielsen.us and start getting clear on where you're headed. While you're there, explore his coaching programs, real estate opportunities, and book a call directly through his calendar link. Take the next step and connect. About Jens Nielsen Jens Nielsen is a multifamily real estate investor and Certified High Performance Coach dedicated to helping people live life to the fullest through strategic real estate investing and personal performance growth. He combines multifamily investment expertise with high-performance coaching principles to help investors scale their portfolios while building clarity, discipline, and sustainable success. Jens focuses on mindset, execution, and long-term wealth creation, guiding clients not just to invest better, but to operate at a higher level in business and life.   Connect with Jens Website: Jens Nielsen LinkedIn: Jens Nielsen   Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554  

Fluent Fiction - Danish: An Unforgettable Proposal at Tivoli: Lost Ring Adventure Find the full episode transcript, vocabulary words, and more:fluentfiction.com/da/episode/2026-03-12-22-34-01-da Story Transcript:Da: Forårssolen skinnede blidt over Tivoli i København.En: The spring sun gently shone over Tivoli in København.Da: Tulipanerne stod i fuldt flor, mens latter og lyden af karuseller fyldte luften.En: The tulips were in full bloom, while laughter and the sound of carousels filled the air.Da: Jens og Signe gik hånd i hånd gennem haven, hvor duften af blomster blandede sig med ny poppede popcorn.En: Jens and Signe walked hand in hand through the gardens, where the scent of flowers mingled with freshly popped popcorn.Da: Jens var nervøs, men ikke på grund af rutschebanen, de nærmede sig.En: Jens was nervous, but not because of the roller coaster they were approaching.Da: Han havde en dyrebar ring gemt i lommen og en plan i tankerne.En: He had a precious ring hidden in his pocket and a plan in mind.Da: Mens de stod i kø til den store rutschebane, mærkede han ringen, sikret i en lille fløjlspose.En: As they stood in line for the big roller coaster, he felt the ring, secured in a small velvet pouch.Da: Dette skulle være dagen, tænkte han, dagen hvor han ville overraske Signe med et spørgsmål, han havde tænkt på i månedsvis.En: This should be the day, he thought, the day he would surprise Signe with a question he had been pondering for months.Da: Rutschebanen susede afsted, og Signe skreg af fryd.En: The roller coaster sped along, and Signe screamed in delight.Da: Jens prøvede at nyde turen, men hans tanker var hele tiden på ringen og det kommende øjeblik.En: Jens tried to enjoy the ride, but his thoughts were constantly on the ring and the upcoming moment.Da: Da de steg ud af vognen, stak han hånden i lommen for at tjekke ringen.En: As they got out of the carriage, he reached into his pocket to check the ring.Da: Hans mave sank.En: His stomach sank.Da: Lommen var tom.En: The pocket was empty.Da: "Signe, jeg tror, jeg har mistet noget vigtigt," sagde Jens, mens noget panik bredte sig i hans stemme.En: "Signe, I think I've lost something important," said Jens, as a hint of panic spread in his voice.Da: "Hvad er det?"En: "What is it?"Da: spurgte Signe, uvidende om betydningen af det tabte.En: Signe asked, unaware of the significance of the lost item.Da: "Et... et minde," improviserede Jens.En: "A... a memory," improvised Jens.Da: "Vil du hjælpe mig med at lede?"En: "Will you help me search for it?"Da: De begyndte at gå gennem hele parken, tilbage ad den vej, de havde fulgt, siden de kom.En: They began to walk through the entire park, retracing the path they had followed since they arrived.Da: Det blev en spontan skattejagt, fyldt med grin og små stop for at kigge under boder og bænke.En: It turned into an impromptu treasure hunt, filled with laughter and little stops to look under stalls and benches.Da: Selv om Jens var bekymret, følte han sig varm indeni af Signes begejstring og vilje til at hjælpe.En: Even though Jens was worried, he felt warm inside from Signe's excitement and willingness to help.Da: Da solen begyndte at gå ned, og Tivolis lys tændtes, var de tæt på at give op.En: As the sun began to set, and Tivoli's lights came on, they were close to giving up.Da: Jens kunne mærke en håbløshed krybe ind.En: Jens could feel despair creeping in.Da: "Vi finder det nok ikke," mumlede han, mens han så sig omkring i parken, hvor lysene nu blinkede som stjerner.En: "We probably won't find it," he mumbled, as he looked around the park where the lights now twinkled like stars.Da: Signe rettede lidt på sit halstørklæde og mærkede noget usædvanligt ved kanten.En: Signe adjusted her scarf a bit and felt something unusual at the edge.Da: "Hvad er det her?"En: "What's this?"Da: udbrød hun glædestrålende og trak en lille pose frem.En: she exclaimed joyfully and pulled out a small pouch.Da: Det var ringen!En: It was the ring!Da: Jens blev stille forbløffet, men rejste sig op, faldt ned på det ene knæ og tog posen fra hende.En: Jens was momentarily stunned but got up, dropped to one knee, and took the pouch from her.Da: Han åbnede den og fremviste ringen.En: He opened it and presented the ring.Da: "Signe, jeg ville spørge, om du vil gifte dig med mig?"En: "Signe, I wanted to ask if you would marry me?"Da: Øjeblikkets ufuldkommenhed synes at gøre det endnu mere perfekt.En: The imperfection of the moment seemed to make it even more perfect.Da: Blandt de smukke tulipaner og de glitrende lys bøjede Signe sig ned og omfavnede Jens.En: Among the beautiful tulips and the glittering lights, Signe bent down and embraced Jens.Da: "Ja!"En: "Yes!"Da: svarede hun med tårerne trillende ned ad kinderne, fyldt med glæde og kærlighed.En: she replied with tears streaming down her cheeks, filled with joy and love.Da: De stod der, længe nok til at mærke det magiske ved øjeblikket.En: They stood there long enough to feel the magic of the moment.Da: Jens lært, at selv de skæve øjeblikke kunne føre til den mest perfekte slutning.En: Jens learned that even awkward moments could lead to the most perfect ending.Da: Tivolihaverne lyste omkring dem, som om de fejrede det nyforlovede pars lykke.En: The Tivoli gardens glowed around them as if celebrating the happiness of the newly engaged couple. Vocabulary Words:gently: blidtbloom: flormingled: blandede sigprecious: dyrebarsecured: sikretpondering: tænkt påapproaching: nærmede sigdelight: frydretracing: tilbageimpromptu: spontantreasure hunt: skattejagtdespair: håbløshedcreeping: krybemumbled: mumledeadjusted: rettedeexclaimed: udbrødjoyfully: glædestrålendepresented: fremvisteimperfection: ufuldkommenhedembraced: omfavnedetears: tårernestreaming: trillendecheeks: kinderneawkward: skæveglowed: lystecelebrating: fejredering: ringcarousels: karusellerroller coaster: rutschebanenscarf: halstørklæde

Anders har besøg af Simon Rehder Sørensen, der som 31-årig ejer 70 procent af en svineproduktion med 2.300 søer og næsten 500 hektar jord. Vi hører historien om vejen dertil – fra tiden som bartender og driftleder på flere store besætninger til samarbejdet med partneren Jens og et generationsskifte, der er gået stærkere end de fleste havde troet muligt. Simon fortæller åbent om fejlene i starten som leder, hvad han har lært af dem, og hvorfor han i dag brænder mere for mennesker, ledelse og forretning end for selve staldrutinerne. Vi taler også om medarbejdere, dansk arbejdskraft i staldene og hvordan man bygger en kultur, der skaber resultater. Til sidst vender vi fremtiden for dansk svineproduktion, debatten om landbruget og hvorfor Simon alligevel vælger at tro på, at der også er en plads til grisen i fremtidens Danmark. Der skal nørdes gris, så Anders inviterer kloge hoveder og spændende fagpersoner i studiet hver uge. Stemningen er god og fagligheden er i fokus i Grisen, som præsenteres i samarbejde med Hamlet Protein og Topigs Norsvin.

Jens-Petter Jørgensen | Tro som setter spor by Froland Misjonskirke taler

In dem rund 38-minütigen Gespräch mit Torsten "Knippi" Knippertz nimmt Jens Castrop die Fans mit auf seine sportliche Reise – von den Anfängen über verschiedene Sportarten, seine Jugendzeit in Köln, wo er damals gemeinsam mit Florian Wirtz Kapitän seiner Mannschaft war bis hin zu seiner Station beim 1. FC Nürnberg und wie ihn das erste eigenständige Leben weit weg von der Familie reifen ließ. In dem unterhaltsamen Gespräch spricht Castrop auch über seine Leidenschaft für enge, intensive Spiele, wie zuletzt der Last-Minute-Sieg gegen Union Berlin. Im lockeren Fragengalopp beantwortet Castrop darüber hinaus einige persönliche und sportliche Fragen.

In dieser Folge erzählt Jens seine traurige Panda Story.

Bauch an Bauch Vom Kochen mit Ansteckmikros, würdevollen Toiletten & Bauamts-Brettspielen Diese Folge beginnt mit einem kleinen Experiment: Ansteckmikros. Neue Technik, neue Akustik, neue Geräuschkulisse: Jens steht in der Küche und kocht – wobei der Thermomix akustisch so charmant klingt wie ein startender Rasenmäher. Antje sitzt währenddessen auf der Couch und beschreibt ihren Zustand als eine Art Transgender-Drohne im Energiesparmodus. Weil Jens rührt, schnippelt und brutzelt, spricht Antje das Intro diesmal allein ein. Ein Moment, der gleichzeitig mutig, leicht überfordernd und ein bisschen heroisch ist. Nebenbei klärt die Folge einige existenzielle Fragen des Alltags: Warum Lauch nicht einfach Frühlingszwiebel ist. Warum Brokkoli und Blumenkohl zwar verwandt sind, aber trotzdem nicht dasselbe. Und dass Jens früher einmal ein erstaunliches Hobby pflegte: Tassen klauen. Antje kommt außerdem zu einer grundsätzlichen Erkenntnis: Es gibt inzwischen einfach zu viel Maßregelung durch Equipment. Apps, die einem erklären, was man essen darf und was nicht – und beleidigt reagieren, wenn es das dritte Croissant ist. Kühlschränke, die piepen, wenn man sie fünf Sekunden zu lange offen lässt. Geräte, die ständig Feedback geben, optimieren, kontrollieren. Kurz gesagt: Die Geräte haben angefangen zurückzureden. Währenddessen passiert in good old Loitz etwas Bemerkenswertes: Das Restaurant HeimArt hat eröffnet. Und bekommt von Antje und Jens eine ausgesprochen warme Empfehlung. Natürlich darf auch das Bauamt nicht fehlen. Es entstehen Dialoge, die so loriothaft sind, dass man sie eigentlich vertonen müsste. Dazu gibt es eine Podcastempfehlung aus der „Lage der Nation“, die unten verlinkt ist. Ein weiteres Thema dieser Folge: würdige Toilettenlösungen. Denn die beiden sind sich einig: Die Würde des Menschen muss verteidigt werden. Und zwar notfalls auch auf dem stillen Örtchen. Auf einer Autofahrt nach Berlin gerät Antje plötzlich in eine literarische Stimmung. Schnee, Wintereinbruch, Autobahn – und schon fühlt sie sich ein bisschen wie im Zeitalter von Goethe und Schiller. Ihr – Zitat – „schwillt förmlich der Busen.“ Jens wiederum entwickelt eine brillante Idee zur Verarbeitung seiner Bauamtsfrustration: Warum nicht ein Brettspiel daraus machen? Ein Gesellschaftsspiel im wahrsten Sinne des Wortes. Und dann wäre da noch die Paartherapie. Jens hat zunehmend den Verdacht, dass es dort gar nicht um die Beziehung geht – sondern darum, dass er irgendwie nicht richtig funktioniert. Antje hört angeblich nicht zu. Hat aber trotzdem erstaunlich oft recht. Das macht Jens wahnsinnig. Und Antje auch. Trotzdem lieben sich die beiden. Wie das echte Leben eben. Am Ende bleiben: ein gutes Essen, eine Baubeginnsanzeige, ein Artenschützer an der Seite und ein Glas Fino. Na dann: Prost. Stichwort „Werbung da Markennennung“ In der Sendung werden Personen oder Marken genannt sowie Tipps zu Produkten, Orten und Veranstaltungen gegeben. Dafür erhalten wir kein Geld. In dieser Folge: Link zur Folge aus dem Podcast: Lage der Nation. [Linkbeschreibung](http://https://lagedernation.org/podcast/ldn465-gruesse-von-kafka-wie-behoerden-unternehmer-marco-scheel-zur-verzweiflung-bringen-wie-verwaltung-besser-werden-kann/) Und sonst so?! Die Webseite von Antje und Jens – noch immer „under construction“:   https://mangelwirtschaft-loitz6.godaddysites.com Ebenfalls waren Antje und Jens beim PitchLab: Wer mehr dazu erfahren mag, schaut gern hier vorbei: https://pitchlab.de/   Mehr Infos rund um das Vorhaben und über Antje & Jens: * https://instagram.com/kernsanierung_podcast * https://www.facebook.com/Kernsanierung/ * https://kernsanierung.podigee.io/   Last but not least: Ein fettes Danke an Euch Hörerinnen und Hörer da draußen. Allein zu wissen, dass Ihr auditiv an diesem Projekt Anteil nehmt, hilft uns dabei, unseren Lebenstraum weiter zu verwirklichen. Fühlt Euch geherzt und gedrückt.

Jens overloopt de meest interessante verschijningen in de comicbookscène oa met Fokke bekend van ‪de Fokcast , die het ook niet onder stoelen of banken kan steken dat hem een groot onrecht is aangedaan...

Krieg im Nahen Osten - war das ein Schwarzer Schwan für die Börsen? „Ein Schwarzer Schwan war es nicht - das wäre ein total überraschendes Ereignis. Wir hatten ja schon Wochen und Tage vorher Anzeichen. Überraschender waren die Gegenschläge vom Iran", so Jessica Schwarzer. Jens Klatt (XTB-Marktanalyst): „Wir sind verhältnismäßig solide unterwegs. Die Abschläge zu Wochenbeginn waren erwartbar. Zur Mitte der Woche haben wir wieder Käufe gesehen. Besonders stark getroffen hat es vielleicht den Dax im Vergleich zur Wall Street. Die hat recht stark gehalten. Gefühlt haben wir das Schlimmste überstanden." Buchautorin und Finanzjournalistin Schwarzer ergänzt: „Wenn man langfristig investiert, kann man solche Dips schon nutzen und nachkaufen. Ich bin Team breit gestreut. Nicht die Nerven verlieren und das Depot wild umschichten." Und droht jetzt ein Energiepreis-Schock? „Wenn man die Spikes beim Ukraine-Krieg erlebt hat, ist es aktuell mehr ein Sturm im Wasserglas. Ich bin skeptisch. Die Aufschläge kommen und es hängt sicherlich davon ab, wie sich die Lage in der Straße von Hormus entwickelt. In Summe hält sich der Ölpreis solide", so der XTB-Experte Klatt. Wo gibt es jetzt Chancen und wo Risiken? Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://www.xtb.com

Skriv til os!I denne William-fokuserede episode følger vi den travle familiefar på eventyr i Odenses kun anden omgang af filmfestivalen Offspring. Her har den ivrige filmaficionado set debutfilm fra bl.a. Harris Dickinson og har endnu engang udsat sig selv for et portræt af en mor, som er lidt presset over morrollen. På vej ind og ud af biografmørket møder han Jens, der også har fundet tid til at tage både sine børn og forældre med til forpremiere på Hoppers, der har fået den danske titel, Mission: Bæver, fordi den handler om hvordan en ung kvinde "avatar'er" sig selv ind i en robot-bæver og flytter lige lovlig meget på naturordenen. God lyttelyst!(00:00:00) Intro og nyheder(00:24:35) William på Offspring festival(00:27:27) Urchin(00:38:58) Omaha(00:42:32) If I Had Legs I'd Kick You(00:59:27) Mission: Bæver(01:20:52) Outro og teaser for næste ugeIntromusik produceret af Timur.Find Række 8 på Facebook og Instagram.Følg William på Twitter og LetterboxdFølg Jens på Twitter og Letterboxd

Afleveringen kun je he-le-maal niet plannen. Die komen voort uit enthousiasme en passie of frustratie en ongeloof. Daarom zijn wij er vandaag, voor jou als Arsenal supporter, om het samen te hebben over welke emotionele rollercoaster wij doorgaan de laatste weken.Choose your fighter: Herken jij je in Lars en is de kans groot dat we in april al lang en breed kampioen zijn? Of herken jij je in Boy en lijkt het kampioenschap nog net zo ver weg als tijdens kerst? Of toch in Jens, optimistisch doch realistisch?De (luister)boekentip: Revolution: The Rise of Arteta's Arsenal ⁠https://open.spotify.com/show/5p2gMQ4g0ZK7J6cmEg2NEE?si=zacfYwVSTpGHqH6gj53Z_g⁠Dit is aflevering 40 van seizoen 6 van de ArseNL Podcast. Volg ons via @arsenlpodcast en come on you Gunners!

Er ist der Mann für alle Fälle. Immer für den Ernstfall vorbereitet. Sozusagen das gute Gewissen mit Handschuhen bei Eintracht Frankfurt. Die Rolle von Jens Grahl ist klar definiert: Hinter den Stammkeepern Kaua Santos und Michael Zetterer die Nummer drei, aber mit seiner Erfahrung und seiner Ausstrahlung eben ein wichtiger Teil des Torwartteams. Im Gespräch mit Lars Weingärtner und Marc Hindelang spricht der 37-Jährige über den Spaß an dieser Rolle, den Genuss, Adlerträger zu sein, die Tücken des Torwartlebens und natürlich auch über das aktuelle Upgrade von Nummer drei auf Nummer zwei.

Zehn Spieltage vor dem Ende der Saison steht Köln plötzlich nur noch zwei Punkte vor dem Relegationsrang. Wie sehr muss der “Effzeh” vor dem Spiel gegen Dortmund zittern? Tobi und Jens diskutieren ausführlich die Lage in Köln. Außerdem tippen wir unsere Abschlusstabelle dieser Saison: Was macht der BVB nach der Niederlage gegen Bayern noch aus dieser Spielzeit? Ist es klug, Julian Ryerson eventuell zu verkaufen? Der FC Bayern eröffnet den Spieltag gegen Borussia Mönchengladbach, das ebenfalls noch Punkte für den Klassenerhalt braucht. Die Bayern müssen dabei auf den angeschlagenen Harry Kane verzichten – und sind als designierter Deutscher Meister trotzdem haushoher Favorit. Außerdem besprechen wir ausführlich alle Begegnungen des 25. Spieltags: Kann Leverkusen gegen Freiburg nachlegen oder stellt der Sportclub der Werkself ein Bein? Kann Stuttgart seine aktuell gute Form auch gegen Mainz 05 bestätigen? Und geht der Lauf von Augsburg gegen RB Leipzig weiter oder startet RB eine Schlussoffensive um die Champions League? Dorthin will auch die TSG Hoffenheim, darf dafür aber in Heidenheim kein weiteres Mal stolpern. Tobi uns Jens erörtern, ob das gelingt – genau wie die Frage, ob der HSV in Wolfsburg erneut auswärts punkten kann. Und wir wagen auch erneut einen ausführlichen Blick in den Tabellenkeller: St. Pauli und Werder Bremen stehen vor schweren Aufgaben: Die Kiezkicker erwarten die wiedererstarkte Eintracht aus Frankfurt, Werder muss zum 1.FC Union reisen. Was geht in diesen Spielen für die Teams? Das alles und vieles mehr besprechen wir in der aktuellen Folge des Bundesliga Updates. Viel Spaß beim Hören! Alle Bundesligaspiele bekommt ihr hier in voller Länge: https://www.sportschau.de/fussball/bundesliga/alle-audiostreams-der-fussball-bundesliga,audiostreams-bundesliga-uebersicht-100.html     Die 2. Bundesliga gibt's hier:     https://www.sportschau.de/fussball/bundesliga2/alle-audiostreams-der-2-fussball-bundesliga,audiostreams-zweite-bundesliga-uebersicht-100.html (00:00:00) Intro(00:02:05) Köln - BVB(00:12:56) St. Pauli - Eintracht Frankfurt(00:16:36) Wolfsburg - HSV(00:22:15) Union - Werder(00:27:36) Bayern - Gladbach(00:30:43) Mainz - Stuttgart(00:36:21) Freiburg - Leverkusen(00:39:46) Leipzig - Augsburg(00:42:57) Heidenheim – Hoffenheim(00:45:16) Tobis und Jens Abschlusstabellen-Tipp(00:45:55) 2. Liga: 25. Spieltag

In this episode, Kalen and Jens sit down with Pivot OTE team riders Gunnar Holmgren and Ian Ackert to talk race demands, modern XC course evolution and how the new Mach 4 SL is built to perform when the pace spikes and the pressure is on.

In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Jens Nielsen, who shares his journey from a career in IT to becoming a successful real estate investor. Jens discusses the importance of understanding adversity in real estate, the significance of community impact, and the value of building strong relationships in business. He emphasizes the need for a positive mindset and the role of coaching in personal and professional growth. The conversation concludes with Jens offering insights on how to connect with him and the importance of vision in achieving success.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Naturfilmer Jens Westphalen macht das Unsichtbare sichtbar und stellt eine atemberaubende Nähe zur Tierwelt her. Zuletzt hat er den Deutschen Naturfilmpreis für "Orang-Utans - Die unbekannten Menschenaffen" erhalten.

Loyalität durch Verwandtschaft: Jens-Ivo Engels beleuchtet die historische Entwicklung der Korruptionsdebatte – und warum Vetternwirtschaft heute gesellschaftlich geächtet ist.

I poddavsnitt 480, inspelat i november 2024, pratar Jens, Lasse, Tommy och Thomas Johansson rivaliteten mellan de två klassiska klubbarna Leksand och Brynäs. De två giganterna har tampats mot varandra i hockeyns högsta serie vid åtskilliga tillfällen genom åren. Hosted on Acast. See acast.com/privacy for more information.

Bereits als Kind hat er stundenlang Spinnen beobachtet. Sein Herzenswunsch, später Tierfilmer zu werden, hat sich für Jens Westphalen tatsächlich erfüllt. Entscheidend für den Beruf ist vor allem eine hohe Frustrationstoleranz, erzählt er. Wiese, Tim www.deutschlandfunkkultur.de, Im Gespräch

Skriv til os!Vi elsker et godt samarbejde, særligt når det fører til glimrende enestående film som Good Time og Uncut Gemt. Dette afsnit er dedikeret til Josh og Benny Safdie, som for nyligt har fået deres respektive solodebuter med hhv. The Smashing Machine med Dwayne "The Rock" Johnson og Marty Supreme med oscarnominerede Timothée Chalamet. En fornøjelse at dykke ned i Safdiernes foretrukne tematikker og fascination af uprøvede skuespiltalenter. Der træder en klar favorit frem fra de to film. Lyt med for at høre hvilken af brødrene, der har fået den bedste start som soloinstruktør.(00:00:00) Intro og snak om Safdie-brødrene(00:16:39) The Smashing Machine(00:38:10) Marty Supreme(01:04:00) Tentakler og teaser for næste ugeIntromusik produceret af Timur.Find Række 8 på Facebook og Instagram.Følg William på Twitter og LetterboxdFølg Jens på Twitter og Letterboxd

Schütz, Martin www.deutschlandfunk.de, Campus & Karriere

James Dickson speaks with Jens Nisson, Director & Executive Head Chef at Bubble Food, about translating restaurant techniques to events, crafting narrative-driven menus, and prioritising provenance and sustainability. The episode also explores logistics, front-of-house staffing, street-food influences, staying creatively current, and how Bubble Food delivers standout experiences across venues. Visit https://bubblefood.com/ to learn more. To keep up to date with all the news, subscribe for free here. If you would like to take part in a podcast, then please complete our submission form.

In this episode of the Ardan Labs Podcast, Ale Kennedy talks with Jens Neuse, CEO and co-founder of WunderGraph, about his unconventional path into technology and entrepreneurship. After a life-altering accident ended his carpentry career, Jens taught himself to code during recovery and eventually built WunderGraph to solve modern API challenges.Jens shares the evolution of WunderGraph from an early-stage startup to a successful open-source platform, including pivotal moments like securing eBay as a customer. The conversation highlights the importance of resilience, community-driven development, and balancing startup life with family, offering insight into what it takes to build meaningful technology through adversity and persistence.00:00 Introduction and Current Life07:19 Dropping Out and Carpentry Career10:52 Life-Altering Accident and Recovery18:01 Learning to Walk and Finding Direction27:46 Discovering Coding and Technology31:17 Starting the Startup Journey33:07 Discovering the Power of APIs40:50 Building a Team and Leadership Growth48:17 Founding WunderGraph59:07 Pivoting to Open Source01:05:32 eBay Breakthrough and Validation01:10:08 Balancing Family and Startup LifeConnect with Jens: LinkedIn: https://www.linkedin.com/in/jens-neuseMentioned in this Episode:Wundergraph: https://wundergraph.comWant more from Ardan Labs? You can learn Go, Kubernetes, Docker & more through our video training, live events, or through our blog!Online Courses : https://ardanlabs.com/education/ Live Events : https://www.ardanlabs.com/live-training-events/ Blog : https://www.ardanlabs.com/blog Github : https://github.com/ardanlabs

Rosbach, Jens www.deutschlandfunk.de, Tag für Tag

The primary focus of our discussion revolves around the recent performances of various athletes during the Winter Olympics in Milan, specifically highlighting the notable victories of American teams in the ice hockey finals, both men's and women's, against Canada. We delve into the exhilarating aspects of these matches, emphasizing the remarkable format of overtime play that enhances the excitement and competitiveness of the sport. Moreover, we shift our attention to the achievements of Dutch short track skaters, particularly the impressive medal haul attributed to athletes such as Jens van 't Wout and Xandra Velzenboer, who both showcased exceptional skill and determination. Our discourse also examines the implications of strategic decisions made during races, such as the daring choice to pull a goalie in crucial moments, and reflects on the collective spirit exhibited by the Dutch team throughout the games. As we traverse through these narratives, we aim to encapsulate the essence of perseverance and excellence that characterized this extraordinary sporting event. The thirty-fourth episode of our podcast delves into the recent Olympic Games held in Milan, specifically focusing on the exhilarating ice hockey finals. The dramatic clash between the United States and Canada unfolded with a contentious overtime period, culminating in a controversial victory for the U.S. team. We engage in a thorough analysis of the overtime format, which employs a golden goal rule, thereby intensifying the thrill of the game. The discussion also highlights the strategic implications of this format, particularly how it contrasts with traditional approaches in other sports, such as football, where extensions can often lead to tedious stalemates. The episode further explores the broader implications of this game for the hockey community and its potential influence on the structure of future international competitions. We also reflect on the overarching themes of competition, teamwork, and the emotional stakes involved in high-level sports, providing listeners with a comprehensive understanding of not only the game itself but also its significance within the Olympic context. In our latest episode, we turn our attention to the remarkable achievements of the Dutch short track team at the Winter Olympics. We celebrate the outstanding performances of athletes such as Jens van 't Wout and Sandra Velsenboer, who have etched their names in Olympic history. The conversation centers around the relay events, where the Dutch men's team secured their first Olympic gold, a feat long awaited by fans and athletes alike. We dissect the dynamics of the races, discussing the strategies employed by the athletes and the pivotal moments that led to their victories. Additionally, we scrutinize the officiating and rules surrounding penalties in short track, suggesting areas for improvement that could enhance the sport's integrity and excitement. Through this narrative, we encapsulate the essence of Olympic spirit, perseverance, and the relentless pursuit of excellence that defines these athletes' journeys. Moreover, our discussion extends to the broader implications of these Olympic competitions on the athletes' careers and the future of their respective sports. We highlight the role of teamwork in achieving success, particularly within the context of mixed-gender teams, and how collaborative training methods have fostered a culture of mutual support among athletes. This episode serves not only as a celebration of individual and team accomplishments but also as a critical examination of the systems in place that govern competitive sports. We conclude with reflections on the impact of these games on national pride and identity, urging listeners to appreciate the intricate tapestry of emotions and narratives woven into the Olympic experience.Takeaways:The recent Olympic Games in...

Ein neues Jahr beginnt – und mit ihm die Frage: Worauf richte ich meinen Fokus? In dieser Serie richten wir unseren Blick neu auf Jesus. Wir lassen Altes los, räumen Hindernisse aus dem Weg und gehen kleine, konkrete Schritte, um in unserer gottgegebenen Bestimmung zu leben. Kein Neuanfang aus eigener Kraft – sondern aus Gnade, mit klarem Fokus und neuem Mut.

Nach einer Woche Pause, geht es munter weiter im Podcast zwoaus11. Jens erzählt von seinem Besuch

Fluent Fiction - Danish: Enchanting København: A Journey Beyond Departure Find the full episode transcript, vocabulary words, and more:fluentfiction.com/da/episode/2026-02-21-23-34-02-da Story Transcript:Da: Nyhavns farverige facader lyste op i vinterens halvmørke.En: The colorful facades of Nyhavn lit up in the dim light of winter.Da: Snefnug gled ned fra himlen og landede på den kolde brolagte gade.En: Snowflakes drifted down from the sky and landed on the cold cobbled street.Da: Turister og lokale myldrede frem og tilbage langs kajen.En: Tourists and locals bustled back and forth along the quay.Da: Jens og Birgitte gik hånd i hånd og nød den friske havluft.En: Jens and Birgitte walked hand in hand, enjoying the fresh sea breeze.Da: Jens havde altid følt sig hjemme her, skønt han ikke boede i København.En: Jens had always felt at home here, even though he didn't live in København.Da: "Se, hvor smukt det er, Birgitte," sagde han, da de passerede en række af de ikoniske farvede huse.En: "Look how beautiful it is, Birgitte," he said as they passed a row of the iconic colored houses.Da: Han kunne mærke en trang til at blive længere.En: He felt a longing to stay longer.Da: "Ja, det er virkelig dejligt," svarede Birgitte med et afslappet smil, "men vi skal snart tilbage.En: "Yes, it is really lovely," Birgitte replied with a relaxed smile, "but we have to go back soon.Da: Flyet går i morgen tidlig."En: The flight leaves early tomorrow."Da: Jens så tankefuldt ud over kanalen.En: Jens gazed thoughtfully out over the canal.Da: Han vidste, at han måtte finde en måde at vise Birgitte, hvorfor de skulle blive lidt længere.En: He knew he had to find a way to show Birgitte why they should stay a little longer.Da: "Hvad hvis vi udforsker en anden del af byen i dag?"En: "What if we explore another part of the city today?"Da: foreslog han og klemte hendes hånd.En: he suggested, squeezing her hand.Da: Birgitte nikkede, stadig praktisk i sine tanker.En: Birgitte nodded, still practical in her thoughts.Da: "Men kun hvis vi kan klare det inden i aften.En: "But only if we can manage it before evening.Da: Vi skal jo pakke."En: We still need to pack."Da: De begyndte at gå, tog en uventet drejning væk fra folkemængden.En: They started walking, taking an unexpected turn away from the crowd.Da: De endte i en lille, stille gyde.En: They ended up in a small, quiet alley.Da: Her opdagede de en skjult café, hvorfra lyden af latter og stille musik strømmede ud.En: There, they discovered a hidden café, from which the sound of laughter and soft music flowed out.Da: Nysgerrige trådte de indenfor.En: Curious, they stepped inside.Da: Caféen var hyggelig og fyldt med duften af friskbrygget kaffe.En: The café was cozy and filled with the scent of freshly brewed coffee.Da: I et hjørne sad en gammel mand og fortalte historier om det gamle København.En: In a corner sat an old man telling stories of the old København.Da: Jens og Birgitte satte sig nær ham, fanget af hans fortællinger om byens historie.En: Jens and Birgitte sat near him, captivated by his tales of the city's history.Da: Den gamle mand fortalte om pirater og konger, om handelsmænd og kærlighedshistorier ved havnen.En: The old man spoke of pirates and kings, of merchants and love stories by the harbor.Da: Jens så på Birgitte.En: Jens looked at Birgitte.Da: Hendes øjne lyste af fascination.En: Her eyes were alight with fascination.Da: "Det er den slags magi, Nyhavn har," hviskede Jens.En: "That's the kind of magic Nyhavn has," Jens whispered.Da: Da historien sluttede, sad de begge stille et øjeblik.En: When the story ended, they both sat in silence for a moment.Da: Birgitte tog en dyb indånding.En: Birgitte took a deep breath.Da: "Jens, jeg tror, vi skal blive," sagde hun blidt og smilede til ham.En: "Jens, I think we should stay," she said softly, smiling at him.Da: "Et par dage mere ville ikke skade."En: "A few more days wouldn't hurt."Da: Jens kiggede overrasket, men lettet op.En: Jens looked up, surprised but relieved.Da: "Virkelig?"En: "Really?"Da: "Ja, jeg vil se mere.En: "Yes, I want to see more.Da: Lære mere om dette sted," svarede hun.En: Learn more about this place," she replied.Da: Med det blev beslutningen taget.En: With that, the decision was made.Da: De ville udskyde deres hjemrejse for at dykke dybere ned i Københavns charme.En: They would postpone their return home to delve deeper into the charm of København.Da: Jens følte en ny selvsikkerhed i at dele sine ønsker med Birgitte.En: Jens felt a newfound confidence in sharing his desires with Birgitte.Da: De forlod caféen hånd i hånd, igen i den kolde vinterluft, klar til at skabe deres egen historie i den gamle by.En: They left the café hand in hand, back into the cold winter air, ready to create their own story in the old city. Vocabulary Words:facades: facaderdim: halvmørkesnowflakes: snefnugdrifted: gledcobbled: brolagtequay: kajelonging: trangrelaxed: afslappetgazed: såthoughtfully: tankefuldtmanage: klareunexpected: uventetalley: gydehidden: skjultlaughter: lattercozy: hyggeligscent: duftenbrewed: friskbryggetcaptivated: fangettales: fortællingerpirates: piratermerchants: handelsmændfascination: fascinationmagic: magipostpone: udskydecharm: charmeconfidence: selvsikkerhedairy: luftbreeze: havluftdecision: beslutningen

CAMPAIGN FINALE! The Triplets meet with the Manager of Barovia and prepare to lodge the ultimate complaint. Jens gets defensive, Nyack shows his glass, and Onyx unleashes shell as the Trinyvale X Strahd crossover CONCLUDES! Thanks so much for listening and supporting the show!Get tickets to our Radio City and Sydney Opera House shows HERE!CREDITSEditing by Brian Murphy & Caldwell TannerProduction and Sound Design by Daniel Ramos (@Schubirds on IG)Logo Design by Chelsea LeCompteMUSIC INCLUDES:"Trinyvale Opening Theme" by Emily Axford"The Gate" by Emily Axford“Strahd” by Emily Axford“Moonsick” by Emily Axford“Oh Melora” by Emily Axford“Lights Out” by Emily Axford“Barovian Tango” by Emily Axford“Half Brothers” by Emily Axford”“A Memorable Feast” by Emily Axford“TechGnomek” by Emily Axford“Obsidian” by Emily Axford"The Night Lotus" by Emily Axford"The Shard" by Emily Axford“The Journey of the Three” by Jens Christian Tvilum"Trinyvale Closing Theme" by Emily AxfordSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Die Stimmung für die deutsche Wirtschaft hat sich diese Woche weiter eingetrübt, doch das Handelsvolumen an der Börse ist aktuell recht hoch. Welche Aktien und Branchen sind jetzt interessant? „Wenn man auf dem Rosenmontagszug ist und die Persiflage-Wagen sieht, wo die Politik durch den Kakao gezogen wird, dann weiß man, was auf den Nägeln brennt. Wir bekommen es nicht hin, weil wir keine knallharten Reformen machen. Nur Geld reinzupumpen, bringt ja nichts. Die Union hat Angst, an die AfD zu verlieren und die SPD an die Linken. Wäre die deutsche Politik an der Börse notiert, wäre sie ein Pennystock", so Robert Halver (Baader Bank). Für die aktuelle Situation gibt Jens Chrzanowski (Deutschlandchef vom Online-Broker XTB) klare Empfehlungen: „Wirtschaft und Börse sind öfter mal getrennt. Wir haben seit drei Jahren kein wirkliches Wachstum. Ganz schön schlechte Zeiten. Trotzdem sind wir nah am Allzeithoch. Die Stimmung ist weiterhin gut. Deutschland und die Welt haben Kapital. Handelsvolumen kann ja bedeuten, dass ich kaufe oder verkaufe. Ich hab mich im November festgelegt, was ich für 2026 auf meine Watchlist packe. Das sind drei deutsche Werte: Lufthansa, Bayer und Mercedes. Lufthansa seit Jahresbeginn elf Prozent im Plus, Bayer 23 Prozent im Plus, Noch nicht ganz so performt hat mein dritter Wert: Mercedes - im Minus mit 2,5 Prozent seit Jahresbeginn." Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://www.xtb.com

Skriv til os!I denne uge skal det handle om frække Stormfulde Højder og knap så høje dunkende geder i hhv. Emerald Fennels seneste film i gåseøjne om fattige og rige og alle kneb gælder i krig og kærlighed og så Sony Animations ungdommelige film om dyr, der spiller basket i en smart animationsstil som vi kender den fra Spider-verse og Kpop Demon Hunters. God lyttelyst!(00:00:00) Intro og nyheder(00:17:20) "Wuthering Heights"(00:48:20) GOAT(01:06:47) Tentakler og teaser for næste ugeIntromusik produceret af Timur.Find Række 8 på Facebook og Instagram.Følg William på Twitter og LetterboxdFølg Jens på Twitter og Letterboxd

Ein besonderes Interview mit Rainer und seinem Sohn Florian, zwei Value Investoren aus zwei Generationen. Wir sprechen über den Crash 1987, ruhiges Investieren, warum Europa spannend ist und weshalb Mindset wichtiger ist als jede Chartanalyse. Vereinbare jetzt dein kostenfreies Strategiegespräch: https://jensrabe.de/Q1Termin26 Trage dich hier in meinen täglichen kostenfreien Newsletter ein https://jensrabe.de/Q1NewsYT26

Jens Gustedt, author of Modern C, senior scientist at the French National Institute for Computer Science and Control (INRIA), deputy director of the ICube lab, and former co-editor of the ISO C standard, speaks with SE Radio host Gavin Henry about the past 5 years in C, C2Y, and C23. They discuss what has happened in the C world since we last spoke 5 years ago, including how the latest C standard is going and what to expect. Jens discusses how the latest changes in the Modern C book apply to you, how a C transition header can help you get up to C23 if you're not there already, and presents a comprehensive approach for program failure. This episode explores C2Y, C23, bit-precise types, stdckdint.h, stdbit.h, 128 bit types, enumeration types, nullptr, Syntactic annotations, auto and typeof keywords, if let, as well as what's being added and removed in C2Y (possibly called "C28"), and Gustedt's four categories of program failure. Brought to you by IEEE Computer Society and IEEE Software magazine.

Jens Gustafsson återvände till svensk fotboll 2025 efter några år i utlandet och tog över ansvaret för Häcken som han tog till cuptiteln och spel i Europa. När jag poddintervjuade Gustafsson i juni 2023 talade han om att jobba utlandet, om känslan när Pogon Szczecins supportrar ville skicka hem honom, om vikten av anpassning i utlandet, om att lära sig att stjärnan måste bo bättre, om den otroliga inramningen i polska ligan och om vad som lockade honom förutom högre lön. Dessutom berättade Gustafsson om vägen fram som tränare, om vad som stoppade honom att bli en riktigt bra spelare, om kliven i Halmstads BK där han gjorde succé med A-laget, om chocken när HBK sparkade honom, om de framgångsrika åren i IFK Norrköping, om den tuffa tiden i Hajduk Split där han behövde prestera i kaos och om att inte vara stolt över avhoppet som U21-förbundskapten efter en match. Hosted on Acast. See acast.com/privacy for more information.

Eintracht Frankfurt muss mit Neu-Trainer Albert Riera an diesem Spieltag bei den Bayern antreten. Tobi und Jens diskutieren, ob die SGE unter dem neuen Coach schon bereit ist, die Bayern zu ärgern. Werden Nathaniel Brown und Jean-Matteo Bahoya wieder Faktoren sein? Wie weit ist der neue Coach schon auf dem Weg, die Eintracht zu stabilisieren? Und welche Rolle spielt der Ausfall von Manuel Neuer im Bayern-Tor? Bayern kann am Samstagnachmittag mit einem Sieg Druck auf den BVB am Abend ausüben. Dortmund spielt bei RB Leipzig und die Form spricht aktuell für die Borussia. Wir besprechen, was diese Formstärke für das Spiel in Leipzig konkret bedeutet und wo die Chancen für beide Teams liegen. Außerdem analysieren Tobi und Jens, was Köln tun muss, um gegen die starken Hoffenheimer punkten zu können. Hat der FC eine Chance gegen den Champions League Kandidaten? Und kann Union Berlin das zuletzt sehr starke Bayer Leverkusen ärgern? Wir besprechen außerdem, wer bei Augsburg gegen Wolfsburg die Nerven behält. Und wir schauen ausführlich voraus auf den Abstiegsthriller des Spieltags – FC St. Pauli gegen Werder Bremen. Wird Daniel Thioune als neuer Werder-Coach erstmals mit einer Vierer-Kette starten und so versuchen, den FC St. Pauli in die Schranken zu weisen? Natürlich besprechen wir auch, wie es um die Gladbacher vor dem schweren Auswärts-Spiel in Freiburg steht und ob der VfB Stuttgart in Heidenheim vorsichtig sein muss. Und auch das Auswärtsspiel des Hamburger SV bei Mainz 05 steht ausführlich auf unserem Zettel. Das alles – und viele mehr gibt es in der neuen Folge. Viel Spaß beim Hören! Alle Bundesligaspiele bekommt ihr hier in voller Länge:      https://www.sportschau.de/fussball/bundesliga/alle-audiostreams-der-fussball-bundesliga,audiostreams-bundesliga-uebersicht-100.html      Die 2. Bundesliga gibt's hier:      https://www.sportschau.de/fussball/bundesliga2/alle-audiostreams-der-2-fussball-bundesliga,audiostreams-zweite-bundesliga-uebersicht-100.html       Hier findet ihr das Video „Die chaotischste Bundesliga aller Zeiten? Saison 1994/1995“ https://www.youtube.com/watch?v=yBZsrjxsA3I (00:00:00) Intro(00:01:23) Hat Frankfurt eine Chance bei den Bayern?(00:11:47) Wer setzt sich bei RB gegen BVB durch?(00:18:50) Kann Köln was gegen Hoffenheim holen?(00:24:35) Bleibt Leverkusen bei Union souverän?(00:27:45) Was geht für Augsburg in Wolfsburg?(00:30:32) Freiburg zuhause für Gladbach zu stark? (00:34:22) Abstiegsthriller St. Pauli gegen Werder(00:39:57) Heidenheim Außenseiter gegen Stuttgart(00:41:30) Geht der HSV-Höhenflug in Mainz weiter?(00:44:19) Der Blick in die 2. Liga(00:46:00) Video-Tipp: Die chaotische Saison 94/95

Goud, goud, goud en goud. Xandra Velzeboer en Jens van 't Wout zijn shorttrack-sterren op deze Olympische Spelen. Allebei pakten ze al twee keer de eerste plaats. En vanavond zijn er weer medaillekansen. Dan staan de 500 meter voor de mannen, en de 3000 meter relay bij de vrouwen op het programma.  Hoe zijn Velzeboer en Van 't Wout zo goed geworden? En is Nederland nu, na al die jaren met vooral langebaan-succes, echt een shorttrack-land geworden? Vanuit Milaan vertelt Jorien ter Mors, gouden shorttrackmedaillewinnaar op de Spelen acht jaar geleden, er alles over.  Reageren: mail naar dedag@nos.nl  Presentatie en montage: Dieuwke Teertstra Redactie: Rosanne Sies 

Het was dan misschien een keer geen goud voor Nederland op de shorttrackbaan, maar het verhaal dat Melle en Jens van 't Wout schreven op de 500 meter was misschien nog wel mooier. Zilver en brons voor de broertjes, die dat op een schitterende manier met elkaar vierden. Drama voor de vrouwen op de relay, waar Michelle Velzeboer viel en er dus geen medaille kwam. Niek Goedvolk en Roxane Knetemann kijken met verslaggever Marijn Abbenhuijs terug op een bewogen shorttrackavond. Met verslaggever Arjan Schouten blikken we vooruit op de 1500 meter. Waarom is de koninklijke schaatsmijl de mooiste afstand van allemaal? Hoe leeft Kjeld Nuis toe naar zijn laatste olympische kunstje? En is frustratie de juiste brandstof voor Joep Wennemars? Je hoort het in een nieuwe podcast.See omnystudio.com/listener for privacy information.

Mit dem Renteneintritt beginnt eine Phase der Neuorientierung, die vielen schwer fällt - auch dem Romanhelden in Jens Sparschuhs neuem Buch "Der Waldmeister". Doch dann wechselt der ehemals pingelige Gastro-Kritiker die Seiten. Sparschuh, Jens www.deutschlandfunkkultur.de, Lesart

Verdens viktigste sikkerhetskonferanse er over. Hvilke inntrykk sitter dens neste leder igjen med? Og strakte egentlig USAs utenriksminister ut en hånd til Europa? Med finansminister Jens Stoltenberg. Programleder Sindre Heyerdahl og produsent Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv. E24-podden ble i mai 2025 kåret til årets aktualitetspodkast under Medieprisene i Bergen.

Wat gebeurt er allemaal op de shorttrackbaan in Milaan? Met vier keer goud is de Nederlandse ploeg nog steeds ongeslagen op de individuele nummers deze Spelen. Xandra Velzeboer veroverde op de 1000 meter haar tweede goud, nadat Jens van 't Wout al eerder twee keer op het hoogste treetje stond. In een nieuwe aflevering van de AD Winterspelen Podcast duikt Niek Goedvolk met Roxane Knetemann en verslaggever Marijn Abbenhuijs dieper in het succes van de Nederlandse shorttrackers Je hoort wat de ploeg onder leiding van bondscoach Niels Kerstholt anders deed in aanloop naar deze Spelen. Zowel op fysiek gebied als op het gebied van teambuilding werden er namelijk nieuwe dingen geprobeerd, met dit ongekende succes tot gevolg. See omnystudio.com/listener for privacy information.

Jens van ‘t Wout is de shorttrack-koning van Milaan. Na zijn historische goud op de 1000 meter is hij op de derde dag van zijn sport al tweevoudig olympisch kampioen. In een nieuwe aflevering van de AD Winterspelen Podcast blikken Niek Goedvolk en Roxane Knetemann terug op zijn dominante race. Een aura van onaantastbaarheid noemt verslaggever Marijn Abbenhuijs het. Wat is de rol van bondscoach Niels Kerstholt in dit succes? En waar was Suzanne Schulting tijdens de festiviteiten? Met schaatsverslaggever Daniël Dwarswaard gaat het over het zilver van Jenning de Boo. Weer tweede achter Jordan Stolz. Is het minder erg om te verliezen van het Amerikaanse fenomeen dan van iemand anders? En kunnen we zondag het laatste hokje op de Nederlandse kraskaart der klassieke olympische schaatsafstanden afvinken? Je hoort het hier. See omnystudio.com/listener for privacy information.

The Triplets continue their exploration of Castle Ravenloft and unearth a treasure trove of shocking secrets! Jens becomes a Big Dog, Nyack feels competitive, Onyx gets shell shock as the Trinyvale X Strahd crossover nears its conclusion! Stayed tuned next week for the Finale! Get tickets to our Radio City and Sydney Opera House shows HERE!CREDITSEditing by Brian MurphyProduction and Sound Design by Daniel Ramos (@Schubirds on IG)Logo Design by Chelsea LeCompteMUSIC INCLUDES:"Trinyvale Opening Theme" by Emily Axford"Where is the Manager??" by Emily Axford“Selfless” by Emily Axford"The Gate" by Emily Axford“Barovian Tango by Emily Axford"The Shard" by Emily Axford“Obsidian” by Emily Axford“The Little Moon” By Emily Axford"The Tarroka Suite" by Emily Axford"The Night Lotus" by Emily Axford“Strahd” by Emily Axford"LIghts Out" by Emily Axford"Trinyvale Closing Theme" by Emily AxfordSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Fluent Fiction - Danish: Finding Inspiration: A Snowy Meeting in Nyhavn's Heart Find the full episode transcript, vocabulary words, and more:fluentfiction.com/da/episode/2026-02-10-23-34-02-da Story Transcript:Da: Det sneede tungt i Nyhavn.En: It was snowing heavily in Nyhavn.Da: Sneen dækkede de farverige bygninger, som nu stod i rolig kontrast til de grå skyer.En: The snow covered the colorful buildings, which now stood in calm contrast to the gray clouds.Da: Den kolde vind blæste gennem de små cafégader.En: The cold wind blew through the small café streets.Da: På en dag som denne havde folk læst vejrforudsigelserne og undgået at gå udenfor.En: On a day like this, people had read the weather forecasts and avoided going outside.Da: Men indenfor i en lille café midt i Nyhavn, var der lys og liv.En: But inside a small café in the middle of Nyhavn, there was light and life.Da: Astrid kom ind, rystede sneen af sin jakke og satte sig ved et vindue.En: Astrid came in, shook the snow off her jacket, and sat by a window.Da: Hun håbede, stormen ville stoppe, så hun kunne tage de billeder, hun drømte om.En: She hoped the storm would stop so she could take the pictures she dreamed of.Da: Hun nød sin varme kakao og betragtede det stille vinterlandskab udenfor.En: She enjoyed her hot cocoa and watched the quiet winter landscape outside.Da: Hun så Jens komme ind, med snefnug i sit hår og en guitar på ryggen.En: She saw Jens come in, with snowflakes in his hair and a guitar on his back.Da: Han bestilte en kaffe og satte sig ikke langt fra hende.En: He ordered a coffee and sat not far from her.Da: Hans ansigt var tænksomt, øjnene koncentreret.En: His face was thoughtful, eyes focused.Da: Foran ham lå et stykke papir fyldt med musiknoter.En: In front of him lay a piece of paper filled with music notes.Da: Astrid var nysgerrig.En: Astrid was curious.Da: Hun tog mod til sig og gik hen til Jens.En: She summoned the courage and went over to Jens.Da: "Hej," sagde hun.En: "Hi," she said.Da: "Jeg er Astrid.En: "I'm Astrid.Da: Din musik ser spændende ud."En: Your music looks intriguing."Da: Jens kiggede op og smilede svagt.En: Jens looked up and smiled faintly.Da: "Hej, jeg er Jens.En: "Hi, I'm Jens.Da: Det er bare noget, jeg prøver at få til at fungere.En: It's just something I'm trying to get to work.Da: Men det er som om, jeg ikke kan finde den rigtige lyd."En: But it's like I can't find the right sound."Da: De snakkede lidt frem og tilbage, og Astrid opdagede, at de begge følte sig inspirerede af den gamle bydel, men også frustrerede.En: They talked back and forth, and Astrid discovered that they both felt inspired by the old part of town but also frustrated.Da: Astrid kunne mærke, hendes tid var ved at løbe ud for at tage de billeder, hun drømte om til sin udstilling, mens Jens søgte desperat efter musisk inspiration.En: Astrid could feel her time running out to take the pictures she dreamed of for her exhibition, while Jens desperately searched for musical inspiration.Da: "Vil du tage ud at se byen, når sneen stopper?"En: "Do you want to go out and see the city when the snow stops?"Da: foreslog Astrid.En: suggested Astrid.Da: Jens nikkede, selvom han var lidt tøvende.En: Jens nodded, although he was a bit hesitant.Da: Efter et par kopper kaffe og en del samtaler stillede stormen, og sneen faldt lettere.En: After a couple of cups of coffee and many conversations, the storm calmed, and the snow fell lighter.Da: Sammen gik de ud i den hvide verden.En: Together, they went out into the white world.Da: Astrid førte Jens til hendes yndlingssteder i Nyhavn.En: Astrid led Jens to her favorite spots in Nyhavn.Da: De gik ned langs kanalen, hvor tågen svævede lavt, og den friske sne knirkede under deres fødder.En: They walked down the canal, where the fog lingered low, and the fresh snow squeaked under their feet.Da: Jens mærkede en ny energi, da han betragtede snefnug falde ned i det stille vand i kanalen.En: Jens felt a new energy as he watched snowflakes fall into the still water of the canal.Da: Ved en lille plads bad Astrid Jens om at spille noget.En: In a small square, Astrid asked Jens to play something.Da: Han tøvede, men begyndte så at spille en melodi, der var enkel og smuk.En: He hesitated but then started to play a melody that was simple and beautiful.Da: Hun fangede øjeblikket med sit kamera, da han spillede en sang inspireret af deres tid sammen.En: She captured the moment with her camera as he played a song inspired by their time together.Da: Lyden af hans guitar fyldte den kolde luft, og Astrid vidste, hun havde taget det perfekte billede.En: The sound of his guitar filled the cold air, and Astrid knew she had taken the perfect picture.Da: Da skumringen faldt over byen, fandt de tilbage til caféen.En: As dusk fell over the city, they returned to the café.Da: Varme og tilfredse, satte de sig igen.En: Warm and content, they sat down again.Da: De delte øjeblikke i stilhed, men med en forståelse, der opstod gennem oplevelsen.En: They shared moments in silence but with an understanding that arose through the experience.Da: Astrid foreslog en idé om at kombinere hans musik med hendes fotografier til et fælles projekt.En: Astrid suggested an idea to combine his music with her photographs for a joint project.Da: "Vi kunne kalde det 'Vinter i Nyhavn'," sagde hun med et smil.En: "We could call it 'Winter in Nyhavn'," she said with a smile.Da: Jens nikkede, følte sig igen kreativt opløftet.En: Jens nodded, feeling creatively uplifted again.Da: "Det lyder som en plan," svarede han.En: "That sounds like a plan," he replied.Da: De drak deres sidste kop varm kakao, vidende at de havde fundet noget unikt sammen.En: They drank their last cup of hot cocoa, knowing they had found something unique together.Da: Og således fandt de begge en ny kilde til inspiration, der gik ud over deres individuelle ønsker.En: And thus, they both found a new source of inspiration that went beyond their individual desires.Da: Astrid havde opdaget, at connection gav dybde til hendes kunst.En: Astrid had discovered that connection added depth to her art.Da: Jens fandt genoplivelse i fællesskabet, med et nyt perspektiv på sin musik.En: Jens found revival in the community, with a new perspective on his music.Da: I det vintermørke Nyhavn, begyndte en ny kreativ rejse.En: In the winter darkness of Nyhavn, a new creative journey began. Vocabulary Words:calm: roligcontrasts: kontrastforecast: vejrforudsigelseavoided: undgåetlandscape: landskabthoughtful: tænksomintriguing: spændendecourage: modsuggested: foresloghesitant: tøvendelinger: svævedesqueaked: knirkedemelody: melodicaptured: fangededusk: skumringencontent: tilfredseunderstanding: forståelsecombined: kombinereuplifted: opløftetunique: unikconnection: forbindelsedepth: dybderevival: genoplivelsecommunity: fællesskabetperspective: perspektivcreative: kreativjourney: rejsecovered: dækkedesummoned: tog mod tilavoided: undgået

The Triplets get swept up in a series of misadventures as they explore Strahd's Castle! Jens has a drink, Onyx meets a mother, and Nyack goes to jail as the Trinyvale X Strahd crossover continues! Get tickets to our SYDNEY OPERA HOUSE LIVE SHOW Here! CREDITSEditing by Brian MurphyProduction and Sound Design by Daniel Ramos (@Schubirds on IG)Logo Design by Chelsea LeCompteMUSIC INCLUDES:"Trinyvale Opening Theme" by Emily Axford"The Gate" by Emily Axford"Where is the Manager??" by Emily Axford“Barovian Tango by Emily Axford"The Shard" by Emily Axford“A Hunkle's Plea” by Emily Axford"LIghts Out" by Emily Axford"The Night Lotus" by Emily Axford"The Tarroka Suite" by Emily Axford“Moonsick” by Emily Axford“Oh Melora” by Emily Axford“Strahd” by Emily Axford"Trinyvale Closing Theme" by Emily AxfordSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley's top economists break down the forces influencing growth across different regions.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. And yesterday I sat down with my colleagues, Michael Gapen, our Chief U.S. Economist, Chetan Ahya, our Chief Asia Economist, and Jen Eisenschmidt, our Chief Europe Economist. And we spent a lot of time talking about monetary policy around the world. Today, let's go back to them, talk about the real side of the economy. It's Friday, January 23rd at 10am in New York. Jens Eisenschmidt: And 4pm in Frankfurt. Chetan Ahya: And 9pm in Hong Kong. Seth Carpenter: Michael, let me start with you, back on the U.S. And when I think about the U.S. economy, we have to start by talking about the U.S. consumer. Walk us through what investors need to understand about consumer spending in the U.S. What's driving it, what's going to hold it up, and where are the risks? Michael Gapen: I think the primary thing to remember here is that the upper income consumer drives about 40 percent or more of total spending. So, there can be higher inflation that eats into real labor market income growth. There can be inflation dispersion, which hits lower income households more than upper income households. We can have tariffs that get applied to goods and lower- and middle-income households buy goods more than upper income households. But when asset markets continue to appreciate, when home prices hold on to their prior gains, sometimes that doesn't matter in the aggregate statistics because that upper income household keeps spending.I do think that's a lot of what happened in 2025. So, there is a K-shaped economy. I think one of the main risks about the U.S. is that its expansion is narrowly driven. We think that will broaden out in 2026. If we're right, that inflation comes down and we're past, kind of, the peak effect of tariffs, then we think that lower- and middle-income household can have a little more residual spending power. And you might get the consumer operating on two fronts, rather than one. Seth Carpenter: Another part of domestic spending that gets a lot of attention is business investment spending, CapEx spending. First would you agree with that statement that CapEx spending last year was characterized by AI CapEx spending? Second, should we feel confident that that underlying sort of momentum in CapEx spending should continue for this year? And then third, what's it going to take for there to be a broadening out, maybe like what you said about consumers, but a broadening out of investment spending so that it's not just the AI story that's driving CapEx. Michael Gapen: I do agree that the primary, almost exclusive story in 2025 for business spending was AI. So, when you look at residential and non-residential spending, unrelated to AI, that I think did feel the effects of policy uncertainty in a changing environment. what keeps kind of sustainability around business spending? Obviously, it's a multi-year investment story around AI. There's a level versus growth rate argument here where you can have a heck of a lot of CapEx spending. May not always show up in GDP because some of it is intermediate goods, some of it is imported. But that doesn't diminish, I think, the quality of the overall story. What gets business spending to broaden out, I do think is related to whether consumer spending broadens out. Most business spending kind of follows demand with a lag. So, AI is a different story, but there's a cyclical component to business spending. There could be a housing related component, if mortgage rates come down and stimulate at least a little more turnover in the housing market. So, if the recovery does broaden out, we see greater real income growth in low- and middle-income households. The labor market stabilizes. Maybe mortgage rates come down a little bit, then I think you could get carry through momentum to non-AI related business spending. That would look more like a cyclical upswing for the economy. May be a heavy lift, but that's what I think it would take to get there. Seth Carpenter: So, Jens, let me come to you. We talked yesterday about the ECB possibly easing more on disinflation. But when I think of disinflation, I think of a weak economy. And that's maybe not really the case. So, I guess the first question to you would you characterize euro area economic growth as strong, or a little bit more complicated? Jens Eisenschmidt: A little bit more complicated. And that's always the right answer for an economist – I think it depends. Well, it is strong in some quarters. And these quarters will change from where it has been in the past.So concretely, we think the German economy has most potential to catch up and actually accelerate, and that's due to fiscal stimulus mainly. While we have other quarters, the French and the Italian one, which will be below potential and so weak – each of them for their own reason. And then we have the Spanish economy, which performs exceptionally and is really strong, but it's only a small part of the euro area economy. If we had everything together, I think the outlook is an economy that's accelerating mildly and only towards the end of our projection horizon, which is [20]27. So, in say two years, hits growth rates that are above potential. Here we are really talking about quarterly increments above 0.3. So, we are currently between 0.1 and 0.2. So, you sort of get the picture of a mildly accelerating economy that goes from 0.15 to 0.035 say in the span of two years. Seth Carpenter: One of the key narratives in markets is about fiscal policy in Germany, potentially driving growth. I know in equity markets it's been a key investing theme. So how excited should people be about the possibility of fiscal policy in Germany driving a resilient European economy? Jens Eisenschmidt: Pretty excited, I would say, in a sense that the positioning of the German government for its economy is actually exceptional in terms of the amount of fiscal space that exists and that has been made available. It's just that, of course, the connection of that sort of abstract excitement that we economists have to what actually happens in markets is sometimes a little bit loose; in the sense that equity [markets would like to see everything coming online tomorrow, and that's going to be a more drawn-out process. So, to my point before, it will take some time. We do have implementation lags. We do have lags in say, for instance, on defense procurement. There is maybe not as much capacity in the economy to deliver into everything. But the direction of travel is clear and up. So, from that perspective, I have no doubts that the future is better for the German economy over the medium term for all the reasons mentioned, but it won't be immediate. And we have just seen in recent headlines, Germany is the most trade exposed European economy. If we get more friction in global trade, that's not great. So, you could even have short term, more negative news on GDP than positive ones. Seth Carpenter: Chetan, I'm going to turn to you. Yesterday when we talked about Asia, we focused on Japan. But, of course, when it comes to the real side of the economy, the big mover in Asia is China.So, let's talk a little bit about how you see China evolving. What the key themes are for China. Last year in particular, we talked a lot about the deflationary cycle in China and how it was protracted. It wasn't going away. That policy was not sufficient to drive a huge surge in demand to push things away. Are we in the same place for China in 2026? What kind of growth should we expect and what sort of policy reactions should we be expecting from China? Chetan Ahya: Well, I think the macro backdrop for China we think will still be challenging in 2026. But at the same time, we expect the micro positives to continue. Now on the macro backdrop, when I say it's going to remain challenging because the number one issue that we are focused on from a macro perspective in China is deflation. Now we do expect some easing of deflationary pressures, but [the] economy will still stay in deflation in 2026. And on the micro front what we've seen is that China is emerging from a situation where it is making inroads into advanced manufacturing, and that's enabling it to increase market share in global goods exports. And it's also one of the reasons why when you see the numbers coming out from China on exports, they seem to be outperforming. Even just the latest month number as we saw, China's exports were surprising on the upside relative to market expectations. And that's the micro story – that you'll see China continuing to gain market share in global goods export. And that supports the corporate micro positive story. Seth Carpenter: We know collectively that export is a key part of China's economy. The productive capacity, as you point out, important for China. When you think about exports from China, the currency has to come in. And recently the renminbi has been appreciating. Lots of questions from clients here or there. How important is the renminbi in reflating or rebalancing the China economy? Can you walk us through a little bit some of these considerations about the role that the currency is playing now and over the next few quarters for China and its economic outlook. Chetan Ahya: Yeah, that's right, Seth. Actually, I've been getting a number of clients calling me and asking whether PBOC is going to allow a significant appreciation in RNB. We've seen it appreciate quite a lot in the last few days. And then whether this will mean China's economy will rebalance faster towards consumption. Look, on the first point, we don't think PBOC will allow a significant currency appreciation because, as I just mentioned earlier, the deflation problem is still there. It's not gone. While we see reduced deflationary pressures, as long as the economy is in deflation, it'll be very difficult for PBOC to allow significant currency appreciation. And what we are also watching on RMB is to see what is happening to the trade weighted RMB. The RMB basket, if you were to call it. That interestingly has been in a stable range since 2016, and we don't think that changes. We've learned from Japan's experience in the nineties that if you have deflation problem, you shouldn't be taking up currency appreciation. And we think PBOC pretty much follows that rule book. On the rebalancing part, look, I think when you have deflation and if currency appreciation is going to add to deflation pressures, that will mean corporate sector revenue suffers. They will actually be cutting wage growth and therefore that has a negative impact on consumption. And so, in our view, instead of helping rebalancing currency appreciation with China's current macro backdrop, we'll actually be making rebalancing more difficult. Seth Carpenter: And of course, we're used to China being a key driver of the economy, not just in Asia, but around the world. But if we think about then broadening out from China, what should we be expecting in terms of growth for the other economies in Asia? Chetan Ahya: For the other economies in the region, I think the most important driver will be what happens to exports more broadly. In 2025, Asia did benefit from better tech exports, but because of tariffs and also what was happening in the U.S. in terms of its own domestic demand, we'd seen that there was significant weakness in non-tech exports. So, from an outlook perspective in 2026, we think that that non-tech export story turns around and that will help the recovery in the region to broaden out from it just being tech exports to non-tech exports, to improvement in CapEx, job growth and consumption. So, I think that the whole region is going to see the benefit from this turnaround. But particularly the non-China part of the region will be seeing a meaningful improvement in their export growth, real GDP growth and normal GDP growth in 2026. Seth Carpenter: I'm getting ready to wrap things up. But before I do, I'm going to ask each of the three of you, one last rapid-fire question. Michael, I'm going to start with you. AI is on everyone's lips. If we were to see a rapid adoption of AI technology across all the economies. What would it mean for the Fed? Michael Gapen: Well, I think that would mean a substantial uptick in productivity growth. Maybe closer to 3 percent like we saw in the tech boom in the nineties. So faster real growth. But probably still disinflation. You can argue the Fed could even lower rates in that environment. It may take them a while to figure it out [be]cause they'd be balancing incoming data that shows a lot of strong growth. But probably further evidence that inflation's coming down. So, if it's supply side driven, then I think you could still probably get some rate cuts out of the Fed to normalize policy as inflation comes down. But I'd be thinking those cuts could even come much later. Seth Carpenter: Okay, Jens to you, a lot of discussion in the news about possible additional tariffs from the U.S. on Europe in some of the negotiations. Suppose some of the announcements, 10 percent tariffs rising to 25 percent tariffs later. Suppose those were actually put in place. What does that mean for European growth? Jens Eisenschmidt: So, I would say 10 percent additional tariffs, we have a framework for that. Pointing to drag on GDP growth somewhere between 30 and 60 basis points. So roughly half of what we think 2026 will bring in growth. Now, for sure the answer is additional tariffs are not great for growth. Big question mark here is though whether we get any retaliation from the European side, which we think this time around if we get additional tariffs from the U.S. side is more likely. And that would just increase the downside risk for Europe here from that additional round of trade or tariff uncertainty. Seth Carpenter: Chetan, I'm going to end up with you. When we think about China, when we think about policy, what do you think it would take for there to be a fundamental shift in policy out of Beijing to get a real full blown, demand driven fiscal stimulus? Or is that just not in the cards whatsoever? Chetan Ahya: Well, in our base case, we don't think that's likely to happen in our forecast horizon. But if we do get a big social stability challenge emerging in China, then we could get that big pivot from [a] policy response perspective, where policy makers move towards consumption. And our recommendation there is to boost social welfare spending, particularly targeted towards migrant workers, which could be taken up if you get that social stability risk event materializing. Seth Carpenter: Mike, Chetan, Jens, thank you so much for joining today. And for the listener, thank you for joining us. If you enjoy this show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or a colleague today.

The Triplets prepare themselves for a dinner date with destiny! Onyx makes a masterpiece, Nyack finds a friend and Jens gets a migraine as the Trinyvale X Strahd Crossover Continues! SYDNEY OPERA HOUSE LIVE SHOW TICKETS ARE ON SALE NOW! BUY THEM HERE!CREDITSEditing by Brian MurphyProduction and Sound Design by Daniel Ramos (@Schubirds on IG)Logo Design by Chelsea LeCompteMUSIC INCLUDES:"Trinyvale Opening Theme" by Emily Axford“The Little Moon” by Emily Axford“Oh Melora” by Emily Axford“A Memorable Feast” by Emily Axford“Moonsick” by Emily Axford“Strahd” by Emily Axford“Barovian Tango by Emily Axford“A Hunkle's Plea” by Emily Axford"The Tarroka Suite" by Emily Axford"The Gate" by Emily Axford“Obsidian” by Emily Axford"Trinyvale Closing Theme" by Emily AxfordSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our Global Chief Economist Seth Carpenter joins our chief regional economists to discuss the outlook for interest rates in the U.S., Japan and Europe.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. And today we're kicking off our quarterly economic roundtable for the year. We're going to try to think about everything that matters in economics around the world. And today we're going to focus a little bit more on central banking. And when we get to tomorrow, we'll focus on the nuts and bolts of the real side of the economy. I'm joined by our chief regional economists. Michael Gapen: Hi, Seth. I'm Mike Gapen, Chief U.S. Economist at Morgan Stanley. Chetan Ahya: I'm Chetan Ahya, Chief Asia economist. Jens Eisenschmidt: And I'm Jens Eisenschmidt, Chief Europe economist. Seth Carpenter: It's Thursday, January 22nd at 10 am in New York. Jens Eisenschmidt: And 4 pm in Frankfurt. Chetan Ahya: And 9 pm in Hong Kong. Seth Carpenter: So, Mike Gapen, let me start with you as we head into 2026, what are we thinking about? Are we going into a more stable expansion? Is this just a different phase with the same amount of volatility? What do you think is going to be happening in the U.S. as a baseline outlook? And then if we're going to be wrong, which direction would we be wrong? Michael Gapen: Yeah, Seth, we took the view that we would have more policy certainty. Recent weeks have maybe suggested we're incorrect on that front. But I still believe that when it comes to deregulation, immigration policy and fiscal policy, we have much more clarity there than we did a year ago. So, I think it's another year of modest growth, above trend growth. We're forecasting something around 2.4 percent for 2026. That's about where we finished 2025. I think what's key for markets and the outlook overall will be whether inflation comes down. Firms are still passing through tariffs to the consumer. We think that'll happen at least through the end of the first quarter. It's our view that after that, inflation pressures will start to diminish. If that's the case, then we think the Fed can execute one or two more rate cuts. But we have those coming [in] the second half of the year. So, it looks like growth is strong enough. The labor market has stabilized enough for the Fed to wait and see, to look around, see the effects of their prior rate cuts, and then push policy closer to neutral if inflation comes down. Seth Carpenter: And if we go back to last year to 2025, I will give you the credit first. Morgan Stanley did not shift its forecast for recession in the U.S. the way some of our main competitors did. On the other hand, and this is where I maybe tweak you just a little bit. We underestimated how much growth there would be in the United States. CapEx spending from AI firms was strong. Consumer spending, especially from the top half of the income distribution in the U.S. was strong. Growth overall for the year was over 2 percent, close to 2.5 percent. So, if that's what we just came off of, why isn't it the case that we'd see even stronger growth? Maybe even a re-acceleration of growth in 2026? Michael Gapen: Well, some of that, say, improvement vis-à-vis our forecast, the outperformance. Some of that I think comes mechanically from trade and inventory variability. So, . I'm not sure that that says a lot about an improving trend rate of growth. Where there was other outperformance was, as you noted, from the consumer. Now our models, and I don't mean to get too technical here, but our model suggests that consumption is overshooting its fundamentals. Which I think makes it harder for the economy to accelerate further. And then AI; it's harder for AI spending to say get incrementally stronger than where it is. So, we're getting a little extra boost from fiscal. We've got that coming through. And I just think what it is, is more of the same rather than further acceleration from here. Seth Carpenter: Do you think there's a chance that the Fed in fact does not cut rates like you have in your forecast? Michael Gapen: Yes, I do think... Where we could be wrong is we've made assumptions around the One Big Beautiful Bill and what it will contribute to the economy. But as you know, there's a lot of variability around those estimates. If the bill is more catalytic to animal spirits and business spending than we've assumed, you could get, say, a demand driven animal spirits upside to the economy, which may mean inflation doesn't decelerate all that much. But I do think that that's, say, the main upside risk that we're considering. Markets have been gradually taking out probabilities of Fed cuts as growth has come in stronger. So far, the inflation data has been positive in terms of signaling about disinflation, but I would say the jury's still out on how much that continues. Seth Carpenter: Chetan, When I think about Japan, we know that it's been the developed market central bank that's been going in the opposite direction. They've been hiking when other central banks have been cutting. We got some news recently that probably put some risk into our baseline outlook that we published in our year ahead view about both growth and inflation in Japan. And with it what the Bank of Japan is going to do in terms of its normalization. Can you just walk us through a little bit about our outlook for Japan? Because right now I think that the yen, Japanese rates, they're all part of the ongoing market narrative around the world. Chetan Ahya: Yeah, Seth. So, look, I mean, on a big picture basis, we are constructive on the Japan macro-outlook. We think normal GDP growth remains strong. We are expecting to see the transition for the consumers from them seeing, you know, supply side inflation. Keeping their real wage growth low to a dynamic where we transition to real wage growth accelerating. That supports real consumption growth, and we move away from that supply side driven inflation to demand side driven inflation. So broadly we are constructive, but I think in the backdrop, what we are seeing on currency depreciation is making things a bit more challenging for the BOJ. While we are expecting that demand side pressure to build up and drive inflation, in the trailing data, it is still pretty much currency depreciation and supply side factors like food inflation driving inflation. And so, BOJ has been hesitant. So, while we had the expectation that BOJ will hike in January of 2027, we do see the risk that they may have to take up rate hike earlier to manage the currency not getting out of hand and adding on to the inflation pressures. Seth Carpenter Would I be right in saying that up until now, the yen has swung pretty widely in both directions. But the weakening of the yen until now hasn't been really the key driver of the Bank of Japan's policy reaction. It's been growth picking up, inflation picking up, wanting to get out of negative interest rates first, wanting to get away from the zero lower bounds. Second, the weaker yen in some sense could have actually been seen as a positive up until now because Japan did go through 25 years of essentially stagnant nominal growth. Is this actually that much of a fundamental change in the Bank of Japan's thinking – needing to react to the weakness of the yen? Chetan Ahya: Broadly what you're saying is right, Seth, but there is also a threshold of where the currency can be. And beyond a point, it begins to hurt the households in form of imported inflation pressures. And remember that inflation has been somewhat high, even if it is driven by currency depreciation and supply side factors for some time. And so, BOJ has to be watchful of potential lift in inflation expectations for the households. And at the same time, they are also watching the underlying inflation impact of this currency depreciation – because what we have seen is that over period workers have been demanding for higher wages. And that is also influenced by what happens to headline inflation, which is driven by currency depreciation. So, I would say that, yes, it's been true up until now. But, when currency reaches these very high levels of range, you are going to see BOJ having to act. Seth Carpenter: Jens, let's shift then to Europe. The ECB had been on a cutting cycle. They came to the end of that. President Lagarde said that she thought the disinflationary process had ended. In your year ahead forecast and a bunch of your writing recently, you've said maybe not so fast. There could still be some more disinflationary, at least risk, in the pipeline for Europe. Can you talk a little bit about what's going on in terms of European inflation and what it could mean for the European Central Bank? Because clearly that's going to be first order important for markets.Jens Eisenschmidt: I think that is right. I think we have a crucial inflation print ahead of us that comes out on the 4th of February. So, early February we get some signal, whether our anticipated fall of headline inflation here below the ECB's target is actually materializing. We think the chances for this are pretty good. There's a mix why this is happening. One is energy. Energy disinflation and base effects. But the other thing is services inflation resets always at the beginning of the year. January and February are the crucial month here. We had significant services upward pressure on prices the last years. And so just from base effects, we think we will see less of that. Another picture or another element of that picture is that wage disinflation is proceeding nicely. We have notably a significant weakness in the export-oriented manufacturing sector in Germany, which is a key sector of setting wages for the country. The country is around 30 percent of the euro area GDP. And here we had seen significant wage gains over the last year. So, the disinflationary trend coming from lower wage gains from this country, that will be very important. And an important signal to watch. Again, that's something we don't know. I think soon we have to watch simply monthly prints here. But a significant print for the first quarter comes out in May, and all of that together makes us believe that the ECB will be in a position to see enough data or have seen enough data that confirms the thesis of inflation staying below target for some time to come. So that they can cut in June and September to a terminal rate of 1.5 percent. Seth Carpenter: That is, I would say, out of consensus relative where the market is. When you talk to investors, whether they're in Europe or around the world, what's the big pushback that you get from them when you are explaining your view on how the ECB is going to act? Jens Eisenschmidt: There are two essential pushbacks. So, one is on substance. So, 'No, actually wages will not come down, and the economy will actually start overheating soon because of the big fiscal stimulus.' That, in a nutshell is the pushback on substance. I would say here, as you would say before, not so fast. Because the fiscal stimulus is only in one country. It's 30 percent. But only 30 percent of the euro area.Plus, there is another pushback, which is on the reaction function of the ECB. Here we tend to agree. So far, we have heard from policy makers that they feel rather comfortable with the 2 percent rate level that they're at. But we think that discussion will change. The moment you are below target in an actual inflation print; the burden of proof is the opposite. Now you have to prove: Is the economy really on a track that inflation will get back up to target without further monetary stimulus? We believe that will be the key debate. And again, happy to, sort of, concede that there is for now not a lot of signaling out of the ECB that further rate cuts are coming. But we believe the first inflation print of the year will change that debate significantly. Seth Carpenter: Alright, so that makes a lot of sense. However, looking at the clock, we are probably out of time for today. So, for now, Michael, Chetan, Jens, thank you so much for joining today. And to the listener, thanks for listening. And be sure to tune in tomorrow for part two of our conversation. And I have to say, if you enjoy this show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or a colleague today.

As the Yester Hill ritual nears its end, the Triplets find themselves sidetracked by a familiar foe! Nyack goes fishing, Onyx seals it with a kiss, and Jens finds an eye-catching accessory as the Trinyvale X Strahd crossover continues!SYDNEY OPERA HOUSE LIVE SHOW TICKETS ARE ON SALE NOW! BUY THEM HERE!CREDITSEditing by Brian MurphyProduction and Sound Design by Daniel Ramos (@Schubirds on IG)Logo Design by Chelsea LeCompteMUSIC INCLUDES:"Trinyvale Opening Theme" by Emily Axford"The Gate" by Emily Axford"Where is the Manager?" by Emily Axford"Lights Out" by Emily Axford“A Memorable Feast” by Emily Axford“TechGnomek” by Emily Axford“Barovian Tango by Emily Axford"The Tarroka Suite" by Emily Axford"Trinyvale Closing Theme" by Emily AxfordSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.