Podcasts about kbw

bank managing directors equity research kbw

Play Episode Listen Later May 13, 2024 22:15

Today we sit down with Catherine Mealor, Managing Director of Equity Research at KBW. We discuss the current M&A environment and its implications for communtiy banks. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees. SouthState Bank, N.A. - Member FDIC

Name That Bank! A Fun Game Show for Banking "Geeks"

Travillian

Play Episode Listen Later May 9, 2024 15:49

Name That Bank! A show for bank geeks, made by bank geeks... Join us for an exclusive premiere of the Travillian-hosted game show—NAME! THAT! BANK! —featuring contestants Mandi Simpson, Partner at Crowe and Chris Mihok, Managing Director at KBW, who both have extensive networks with Southeastern US institutions, which is this week's focus region. How Does It Work? This game draws inspiration from the classic "Name That Tune," but with a twist: instead of tunes, it's all about naming banks! Brian Love, the charismatic host and Head of Banking & Fintech at Travillian, presents a series of clues to the contestants, pitting them against each other to guess the bank correctly. Expect plenty of laughs, friendly competition, and insightful commentary along the way. It's a short but fun episode that you won't want to miss! Can you guess all five banks?

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COINDESK DAILY: Binance CEO Calls on Nigeria to Release Detained Executive; Galaxis Raises $10M

Late Confirmation by CoinDesk

Play Episode Listen Later May 7, 2024 1:56

Host Jennifer Sanasie breaks down the latest news in the crypto industry from Binance CEO calling on the Nigerian government to release detained executive, to Web3 platform Galaxis' new funds raised.To get the show every day, follow the podcast here."CoinDesk Daily" host Jennifer Sanasie breaks down the biggest headlines impacting the crypto industry today, as Binance CEO Richard Teng called on the Nigerian government to release Tigran Gambaryan, who flew to the country in February for talks on regulatory supervision. Plus, a research report from KBW says Robinhood would likely win a court case with the SEC given its conservative approach to digital asset listings. And, Singapore-based Web3 platform Galaxis raised $10 million ahead of its token launch.-Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas from May 29-31. The tenth annual Consensus is curated by CoinDesk to feature the industry's most sought-after speakers, unparalleled networking opportunities and unforgettable experiences. Register now at consensus.coindesk.com.-This episode was hosted by Jennifer Sanasie. “First Mover” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mariusz Kamiński "Siedmiu braci Brzozowskich"

Reportaż w Radiu Lublin

Play Episode Listen Later Mar 10, 2024 42:59

Opowieść o zawiłych losach Stanisława Brzozowskiego i jego sześciu Braci, których młodość przypadła na okres stalinizmu i czasy drugiej wojny światowej. Jeden z braci zginął jako żołnierz Ludowego Wojska Polskiego w 1945 r. pod Budziszynem, drugi walczył w KORPUSIE Ochrony Pogranicza i trafił do niewoli sowieckiej a potem na roboty do III Rzeszy. Trzeci po wojnie walczył w KBW z żołnierzami wyklętymi, innego za działalność wywrotową i słuchanie Radia Wolna Europa aresztowało UB.

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Ep 26: What does it take to be a successful bank? With Tom Michaud

Plugged In - A Cornerstone Advisors Podcast

Play Episode Listen Later Feb 28, 2024 31:53 Transcription Available

Tom Michaud, the President and Chief Executive Officer of Keefe, Bruyette & Woods, is back! This time, he joins Steve and Al to answer the question bankers across the country want to know: How to compete with big institutions and non-banks. On the show, they get into common mistakes banks make, takeaways from KBW's Winter Financial Services conference, and why they think the industry outlook right now is relatively positive. While fusing industry insights with the beats of timeless tunes from U2, the White Stripes and a few other favorites, Tom reminds listeners: the stocks had a 35% rally from the end of October to year end.

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Ep. 123 - Bank regulators are tipping the scales, could push even harder

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Play Episode Listen Later Feb 18, 2024 18:10

Regulatory scrutiny has intensified in the aftermath of the liquidity crunch that erupted in 2023 and could play an even larger role in bank M&A activity in 2024 by motivating more banks to consider selling, while also standing in the way of some transactions. The episodes features views presented by advisers at Hovde Group, KBW and Luse Gorman at the Acquire of Be Acquired conference, commentary from executives at Community Bank System and Columbia Banking System on the current state of bank M&A, and some discussion of the unfolding situation at the New York Community Bancorp.

Ep. 121 - Lessons learned from a tumultuous '23, potential read through to '24

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Play Episode Listen Later Dec 29, 2023 27:33

The word unprecedented became commonplace in banking circles in 2023. The Federal Reserve's rate hike campaign pushed bank balance sheets deeply underwater, spurred deposit outflows and exposed asset/liability mismatches at some institutions that culminated in record-breaking bank runs that led to the second, third and fourth largest bank failures in US history. Those closures and the liquidity crunch, regulatory response, market selloff and eventual recovery that followed changed the competitive landscape and the way bank observers view the industry. This episode features commentary from experts at BTIG, Davis Polk, Janney Montgomery Scott, KBW, Luse Gorman, Piper Sandler and others on the lessons learned from the liquidity crunch, the fallout afterward and the potential opportunities that lie ahead.

Defense Spending, Nike Earnings, and Bank Stock Playbook 12/21/23

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Play Episode Listen Later Dec 21, 2023 44:36

The need for defense and critical infrastructure is becoming increasingly prevalent as the U.S. and its allies face international and domestic security threats. Parsons CEO Carey Smith lays out what her company is seeing. Plus, Nike reports earnings today as the stock far outpaces the broader retail sector. YCG Funds' Brian Yacktman tees up the report. And, what's the playbook for banks in 2024? KBW's Christopher McGratty gives his top stock picks.

Navigating New Waters: The Future of Commissions & Industry Adaptation

Talking Manhattan

Play Episode Listen Later Dec 12, 2023 27:41

Got a good one today on Talking Manhattan! Noah and John sit down with special guest Ryan Tomasello, Managing Director at KBW, to delve into the transformative changes coming to the real estate industry with a particular focus on new commission structures and the implications of lawsuits against NAR and other major brokerages. We discuss the impact on agents and consumers with potentially more transparent and lower commission rates and the evolution of market structures with increased competition and more diverse pricing models. As a Wall Streeter, Ryan provides a unique, outside perspective on broader economic effects, and in this episode, he underscores the need for real estate professionals to be ready to adapt to changes while effectively communicating value. This is a good one to help you stay ahead and remain competitive in our rapidly evolving industry! Highlights: 02:06 - A high-level overview of what's happening 04:00 - Part of a much bigger storyline 07:50 - "There's a reset coming" 10:36 - Possible new revenue models 13:55 - The 80/20 rule 16:35 - Knock on effects 20:00 - Timeline 23:14 - Winners and losers 25:11 - Final thoughts Ryan's page at KBW: https://www.kbw.com/about-us/our-team/research/ryan-tomasello/ Ryan's page on LinkedIn: https://www.linkedin.com/in/ryantomasello/ ** Want to impress a buyer or seller? Use UrbanDigs Advisor! ** Need data to anchor a listing pitch or support a price reduction? Our customized deep dives close deals faster and make you look like a hero. Plus, subscribers get a big discount so the ROI is literally OFF. THE. CHART. Email support@urbandigs.com and let us know what you need. https://www.urbandigs.com/advisor/ Got questions? We got answers! Visit our forum: https://www.urbandigs.com/forum/index.php?forums/main-forum.2/ Track the New York City real estate market with real-time data and charts: https://www.urbandigs.com/ Link to our overview of Manhattan or Brooklyn real estate stats: https://www.urbandigs.com/marketwide-charts/ For more Manhattan and Brooklyn real estate conversations: http://www.talkingmanhattan.com/

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Closing Bell: Overtime: Vista Equity's Robert Smith On Software Dealmaking; Dr. Iman Abuzeid On AI In Healthcare 12/8/23

Closing Bell

Play Episode Listen Later Dec 8, 2023 44:34

Google shares fell after news that its AI demo this week may have been edited; our Steve Kovach on what it all means. Major averages notch their sixth straight week of gains. Jon sits down with Vista Equity's Robert Smith on the current state of the software market. Evans May Wealth's Brook May and Unlimited's Bob Elliott break down the week's action. Plus, KBW's Christopher McGratty on top bank picks for 2024 and Incredible Health CEO Dr. Iman Abuzeid on how her company is using AI to help healthcare workers.

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Real Estate Market Update Nov 21, 2023: Good Housing News, Bad Economy News, & Homes.com good or bad?

The Texas Real Estate & Finance Podcast with Mike Mills

Play Episode Listen Later Nov 21, 2023 29:27 Transcription Available

In this episode of the Texas Real Estate and Finance Podcast, host Mike Mills provides a weekly real estate market update. He discusses positive trends in the housing market, including increased housing starts and successful new builds. However, he also highlights challenges such as inflation, job layoffs, and the high cost of living. Mills also addresses speculation around Homes.com's potential involvement in commission lawsuits. He emphasizes the importance of being proactive in the changing real estate landscape, prioritizing self-care, and treating real estate as a business, not a hobby.Positive signs in the housing marketHousing starts up from previous yearNew builds doing wellMortgage rates have gone downInflation and its impact on the housing marketJob layoffs and its potential impact on the banking industrySpeculation surrounding Homes.com's involvement in commission lawsuitsImportance of being proactive and prepared for changes in the real estate marketBuilding and maintaining relationships with your sphere of influencePrioritizing self-care and treating real estate business like a businessHousing Starts and New Builds (00:02:57) Positive signs in the housing market, with housing starts up 14% from last year and new builds doing well.Mortgage Rates and Purchase Applications (00:04:08) Rates have gone down, resulting in a 5% increase in purchase applications in one week.Inflation and Rate Hike Forecast (00:05:46) Inflation is coming down, with PPI falling below expectations. The market expects no rate hike in December and potential rate cuts in May 2024 or later.Inflation and the Economy (00:06:39) Discussion on inflation rates, rising costs of necessities, and the impact on the economy.Job Layoffs and Banking (00:07:36) Mention of increased job layoffs, layoffs in the banking industry, and credit rating downgrades for major banks.Walmart's Concerns (00:09:16) Walmart's stock decline, their concerns about the strength of the US consumer, and the impact of high interest rates on auto loans and credit cards.The impact of commission lawsuits (00:13:38) Discussion on the speculation about the involvement of homes in funding commission lawsuits and the CEO's statement denying their involvement.The potential ban on shared commissions (00:14:34) Overview of a report by a market evaluation company, KBW, predicting a 50-75% chance of a ban on shared commissions and the potential decrease in agent count.Homes positioning themselves in the changing market (00:16:33) Exploration of how homes is positioning itself as a national MLS and potential benefactor in the market, including their new model of lead generation for listing agents.Preparing for Changes in the Real Estate Market (00:20:48) The speaker emphasizes the importance of being prepared for changes in the real estate market and encourages listeners to develop a plan for the future.Addressing Questions from Buyers and Sellers (00:21:29) The speaker discusses the potential for questions from buyers and sellers regarding potential rulings and offers advice on how to answer those questions.Planning for the Future and Setting Income Goals (00:24:02) The speaker advises listeners to assess their past performance, set income goals for the upcoming year, and develop a plan to reach those goals.The importance of self-care and planning (00:26:44) Speaker 1 discusses the importance of being deliberate and methodical in daily activities, taking care of oneself physically and mentally, and having a plan in...

Earnings This Week, China's Growth Forecast, and Rate Hike Outlook 11/07/23

Talking Family Law - The Resolution Podcast

Play Episode Listen Later Nov 7, 2023 43:42

A number of companies are reporting earnings today, including Uber, Occidental Petroleum, and Robinhood. KBW's Jade Rahmani previews results from D.R. Horton. Plus, the IMF has upgraded its growth forecast for China. HSBC's Fred Neumann explains. And, Minneapolis Fed President Neel Kashkari is not convinced rate hikes are over. Howard Capital Management's Vance Howard and CIC Wealth's Malcolm Ethridge discuss.

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55: Dads in Finance

Parents At Work

Play Episode Listen Later Nov 6, 2023 49:56

Parents At Work is back for a new season as Lori and Jason kick off a two-part conversation with parents in finance. In this episode, guests Rahul Buxani (Managing Director of FinTech and Climate Finance at KBW, a Stifel Company) and Shahed Amanullah (Managing Director at Frost Capital) highlight the evolving landscape of work-life balance within the sector, the benefits of exposing their children to the working world, as well as the skills they've gained from parenthood that have been beneficial to their careers.

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Surveillance: BOJ Kicks Off Central Bank Decisions

Bloomberg Surveillance

Play Episode Listen Later Oct 31, 2023 35:00 Transcription Available

Mark McCormick, TD Bank Global Head of FX & EM Strategy, analyzes the Bank of Japan's decision to loosen its grip on government bond yields. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says the Fed's sensitivity has enabled the resilience of the US consumer. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, discusses the latest in the Israel-Hamas war. Stephen Stanley, Santander Chief US Economist, says the Fed has overstated the importance of the recent surge in US treasury yields. Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, says the US economy hasn't yet felt the sting of the Fed's recent rate hikes.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance FULL TRANSCRIPT: This is the Bloomberg Surveillance Podcast. I'm Tom Keane, along with Jonathan Farrow and Lisa Abramowitz. Join us each day for insight from the best and economics, geopolitics, finance and investment. Subscribe to Bloomberg Surveillance on demand on Apple, Spotify and anywhere you get your podcasts, and always on Bloomberg dot Com, the Bloomberg Terminal and the Bloomberg Business App. We are living it right now. A brief from Mark McCormick, Global Head of Foreign Exchange in EM Strategy TD Securities. Mark, and why don't you to explain to our audience why a super strong dollars from twenty twelve and a super week yen is disturbing? Well, I think of what it does is it just shows the massive divergence you have between central banks. I think one of the things that you can unpack is there are certain currencies that care about growth, there's certain currencies that care about commodities, there's certain currencies that care about different relative central bank functions. The thing that the end cares a lot about is the ten year point to look at euro. Euro cares about the two year point of the curve. More than say the ten year and if you take the combination of what we had, and this is one of the most important things going on effects is the relative terms of trade shift. Japan is also a massive importer of energy and other commodities. So you take the commodity story, you take the great differential story, and now you take the aggressive bear steepening of the US curves this summer, and you've got basically a trifective things that will weaken the end quite considerably unless the BOJ does something well to the trifecta. Let's go to Mondel of Columbia. I mentioned this with Vice Chairman Clara to the other day. He will join US folks for our special FED coverage. Look for that? Is that tomorrow? Yes, it's tomorrow. The FED meeting is too more might people have just briefed me and Mark I'm looking at that. I want to echo what I talked to Professor Clara about, which is something has to give here. When something gives, what is the instability our audiences should be worried about? Well, I think of the context of the end, what needs to give is the actual the currency itself. As you mentioned, there is a very interesting policy mix where fiscal policy is actually quite favorable in forms of in terms of growth, also inflation. You see the BOJ is expecting higher inflation to kind of be a bit more sticky, I think, than markets are looking for. And they've also basically said we don't have a cap anymore. It can go above one percent. So I think what they're trying to do is synchronize themselves a little bit, which which has been US yield rising, which would contain the weakness in the end, But this is not a policy mix that is coherent and it is no longer sustainable. So I think a big thing is what we're going to see is things are going to change. It will change abruptly, but I think the movement that we had overnight where they said there's no longer a one percent cap, is actually quite a significant change. But it will take time for this to work through the market. So again i'd say that the thing that needs to break is yields needs to be higher, yet needs to be stronger. It's just going to take more time because we also need to see a peak in the US yield story, which again is not even about the FED anymore. When we talk about the ten year yield. It's more about supply and demand for ten year bonds. This is a big mishmash. Do you have a sense of what the response mechanism from the Bank of Japan is, what the lines in the sand are, what they're sort of looking at. I mean, we were talking about some of the opacity that they put forward overnight. It's very tricky because I think obviously most central banks it's very common language. At this point, they care more about the currency movements. So the end has not been as volatile. So as you can see, we have not the report came out this morning like they did not intervene last month. So I think I don't think there's a red line per se. I think they're all kind of doing what everyone in the market's doing. They're very confused about the drivers, They're very confused about the actual themes in the market. FX has become very challenged, I think for many people. So I think the line in the sand is you're kind of thinking it's loose fiscal policy, loose monetary policy, weakest currency on record. It deviated from our longer term models by you know, magnitudes, you know, our longer term fair value model and dollar again is in one twenties. So what you're kind of looking for is like the pressure points that will cause these things to break. And again, I think a big part of it is US data needs to roll over, US yields need to come down a little bit, and the BOJ I think the one thing that we're very out of consensus on is we are looking for them to move out of NERP next year because of the wage pressure we're seeing in Japan right around the Shuto wage negoiation negotiations, we should see higher wages and as a result of you know, essentially higher wages and higher nominal rates coming up, we should see real rates in Japan move substantially in their favor versus the US next year. When you take a step back, there's a question of slowly or all at once, And you were saying it will be all at once at some point. How disruptive is this going to be at a time when so many people were talking about Japanese flows underpinning are basically suppressing yields globally and really keeping things a little bit more in sync. Yeah, I think that's a that's a big component because I think since the summer, since the BOJ let the the you know, kind of opened up the yield curve control the suppression they had on it. We have seen term premium rise across the world. We have seen the US ten year rise. So I do think that there is a blowback here that's happening slowly behind the scenes. And again, I think a lot of people will make the point that the ten year yield is now advanced above FED expectations for twenty twenty four. It's above data surprises, it's above US data trends. It's no longer reflecting the correlations we saw in July. So I do think that the BOJ and the fact that they're kind of moving out of it. Obviously quantitative tightening has a component of this as well, but the BOJ does have the ability to kick start, you know, rises in the US ten years. Well, bring up this board again on television and radio. I have to review you this. I didn't do this. Simon did this in the control and he's been reading. Michael Rosenbergen for inn Exchange. Bring up that board again here. Yeah, one fifty one week week week end two year yield finally above zero ten year yield almost one percent. Those are unimaginable numbers to pros mark. Is this going to end stochastically? I talked to Martin Feldstein about this years ago, Like Looney, let's go to Toronto Dominion Bank. Looney goes up one thirty eight, you get up to one forty two and it gets fixed. Is that where we're heading, where the system just fixes itself. No. I think the system's quite dynamic. I think that that's the interesting point. Like we brun out variations of lots of different types of tools and models and different things. We're trying to understand what's going on in the market. As I mentioned, the things that are driving a weaker yen are fundamentally based. They make they make a lot of sense. And again the commodity story behind the scene is quite quite important, especially from the handover to last year, because what it does is it eliminates the trade surplus and the trade surplus plus the current account plus the balance of payments that is FX. You know, essentially everything we talk about every day is trying to think about how do we predict the balance of payments? So for the end, I don't think any of this is stable. I think is very unstable. Equilibrium even the shorter term models that we look at that we use for trading ideas Dollar Interview one five based on redifferentials and equities and risk and these kind of things. So it's even deviated now because you know markets are looking for a trend to trade in dollar again, is the only one that makes any sense right now? Three people just drove off the Garden State Parkway. There's your Global Wall Street Brief and foreign exchange. If you only understood half of that like I did. He's Mark McCormick of TD Securities. John Solstice has been listening to this and wants to weigh out on the Bunker Remo and beyond. And I'll let you get to that, but first I want to start to say how much are you basically saying we've just a run out of time to get to that forty nine hundred mark? Yeah? Really, really is? We We had to right size our expectations. We always suggest that to do investors as they as they consider what happens when markets are are in royal and so to speak. And what we've got to consider here is the calendar is telling us that we're getting close to a year end. The average rallies are positive. You know, we get positive rallies after a dip like we've seen traditionally or historically, but it's smaller amounts and there are still lots of uncertainty that bears and nervous investors and those who are skeptics can use to take more profits out of the fabulous rally that we're still living off from the lows of October twelfth of last year. I feel like one just after another is basically coming on and saying give investors a prozac, because frankly, there is a lot of optimism. They're just not seeing it. How much can you really hinge unfundamentals if the sentiment is just so gloomy and prepared for the worst. The problem is, I think that when you're in a FED funds high cycle, it takes a while before the marketplace gets a sense that the FED is indeed not trying to destroy things, and that the FED might actually succeed at its goals. The Fed isn't it isn't infallible, but the FED has a remarkably simple a mandate essentially, you know, stable economic growth with maximum employment. Of course, what is it. A few weeks ago, I think was the daily quote on the Bloomberg was Martin Scorsese, and it was something that like simple is the best, but it's the hardest to achieve. Well, that's what happens in a FED funds hike cycle. But what happens is eventually the marketplace. And you can see it related to higher prices being accepted by consumers and business in that you were just mentioning before there's a sense, Okay, we can deal with this now and we keep moving forward. The FED has been so set in applying it's mandate that it hasn't knocked a part the resilience in the consumer, in business and the overall economy. That's just an extraordinary John Michael McKee with a brilliant idea on the Magnificent Seven. He's going back to the movie. He's looking at YOU'L. Brenner, Steve McQueen, Charles Bronson, Robert Vaughan, James Coburn, Horse Bucklets and Brad Dexter. I mean they were the Magnificent seven. What do you do with the modern Magnificent seven? Is Apple going to deliver here? And if you're going gloomy forty four hundred, do you sell your big tech Well, I'm not gloomy of four hundred at all. I'm just saying it's more realistic from here to the end of the year. Just wait until we put in our Brice target for next year. That'll be later on. Oh good, and no one's watching here, Come on compliance at opcos not watching. Give me a number. Can you pop a five thousand for next year? To do it? I got, I got compliance breeding down my back. But when we look at things are getting better and we think we're going to see competition return in a lot of spaces, and competition is when all of a sudden you've got everybody is passing on the old higher prices getting away with it. And then some guy in business or gal discovers the idea of well maybe if I give up a little bit what I get in per unit costs, maybe I can make it up big time and volume. And that'll happen across the sectors. But in the meantime, tech is empowering everything, and we don't mean it like in some kind of a moonshot, but it exists. Today. Corporations are doing better navigating very tough environments. Well, it's the financial advices. Whether it was the pandemic, post pandemic, the supply chain stabilization, the getting away from one country centricity in terms of the global supply chain. All of this technology is enabling a lot of things both for the can consumer as well as for business. And it's it's a dramatic change that combined with sensitivity by the FED communication transparency that we think is you know, the branking legacy that is still being practiced by Jerome Howell in his own way. Yeah, you know, positive effect. I keep thinking the economy is not the stock market, and this is not necessarily a stock market that's representative of the broader economy that really is maybe the Russell two thousand or the banking index, the regional Banking Index. Does your optimism bleed over to small caps, to the KBW index? Well, I'd say not necessarily to the k b W. Yet we've got to wait for the economy to show a greater sustainability going forward and not as many concerns in terms of commercial real estate and subbrime auto loans and things like that. But what we would say is when we when we look at this picture where all things are getting better, it's been led by the large caps but if we get to that point where we get to see the sustainability of the economic expansion, of becoming predominant in the picture, you're going to want to own smalls and mid caps, and you probably want to consider, for instance, we're near market cap agnostic in some ways because our goal is beyond we're intermediate to longer term investors, and the valuations are ridiculously low in many quality indices of the small caps and mid caps. Joss Dolphis thank you so much, greatly appreciating this should be a two hour conversation. I can't say enough about the work of doctor Miller. He is Aaron David Miller. He's a senior fellow the Carnegie Endowment for in an national piece. The signal is from the University of Michigan Definitive and International Relations. And he wrote a book in two thousand and eight. It was shockingly, shockingly prescient fifteen years on about the mess we're in in the Eastern Mediterranean. Aaron David Miller, thank you so much for joining us this morning. When you wrote your masterpiece in two thousand and eight, did you expect the tragedy we're living now? I expected John at an unresolved Israeli Palestinian conflict driven by a proximity problem. Israelis and Palestinians are living on top of one another, and frankly, I think it was Mark Twitter said that proximity breachs contempt and children. I figured that this conflict would endure, It would go through periods of accommodation, perhaps as it did, but also periods of conflict that we've seen. But I think I, for one, I'll put myself at the top of the list, never anticipate paid the kind of trigger to this particular phase of the Israeli Palestinian conflict. That is to say, what happened on October seven, with Hamasa's brutal and savage attack and it's wilful and intentional, indiscriminate murder of men, women and children. I did not anticipate that, and clearly, in what probably one of the two greatest intelligence failures in the history of the State of Israel, neither did the Israelis. Aaron David Miller. Robert Gates writes a piercing essay and the New Foreign Affairs magazine. I read every word of it. The former Defense Secretary and head of CIA on a dysfunctional America, a dysfunctional superpower. You are someone that straddled the line. I would say, within the politics of Washington, what's Aaron David Miller's best practice? Now for the Biden administration come to this particular crisis. Remember, we now have an archa crisis. We have a major crisis in the Middle East with the potential of escalade. Even further, if you end up with in Israeli his bull of war, You're going to see, not to mention the prospects of Iranian involvement and direct conversation between Israel and I Ran, which would lead to spiking oil prices and plunging financial markets, and even more uncertainty with respect to the global economy. You've got Russia's invasion of Ukraine, You've got tensions in the Indo Pacific. Look, I long believe you know. I'm a follower reinhold Nebe approximate solutions to insoluble problems. This is a world that cannot be resolved. That is to say, I'm not sure there is one conflict factor you could identify that had a definitive, a comprehensive solution. This is all about smart, smart management and a judicious and very balanced view of the projection of American power in air is that in fact we can, we can and effect. But no, this is not a world to be redeemed or resolved. It's want to be managed if we're lucky and smart. Aaron David Miller Robert Kaplan's new book, The Loom of Time is my book of the year. It's just a sprawling treatise from Morocco all the way over to Persia, indeed on to Afghanistan as well. And what permeates Caplin's real politic is the basic idea that we have a human rights led foreign policy. Is our human rights led foreign policy at risk given what we see in the Eastern Mediterranean region. You know, Caplin's you a really smart guy. Based on my experience John working for Republicans and Democrats over a thirty year period from Jimmy Carter to Bush forty three, I don't think we have a human rights based policy. In fact, human rights democracy promotion, responsibility to protect, the intervention, to to prevent or even respond to mass killings, from the Holocaust at Cambodia to Rwanda to Dartford to Sauth, Sudan to Syria. Where has the United States been with respect to the protection of human rights. I'm not saying that that is a role we need to play and can't play all the time, but I think human rights is a factor. But based on my experience from Carter to Bush forty three, it's rarely at the top of our agenda. There's been shades of isolationism there, even off of the shock of Jimmy Carter and the Iranian hostage crisis. And I believe seventy nine, what does our new isolationism look like. I'm not sure. Well, clearly we're not there now. I mean, I think the America first notion, although I think that largely would translate into putting America last. We've got to find the right balance, John, between doing too much in the world and not doing enough. One of my former VOUSE bosses, medal In Albert, referred to the United States as the indispensable power. You know, and I remember what de gaul said about the cemeteries of France. They're filled with indispensable people. We can't be the indispensable power if indispensability means that we need to be everywhere, to everyone all the time. We have a dysfunctional political system. That's the strength, by the way repairing that is critically important for our capacity to lead, not by the what it was, Joe Biden says, not by the example of our power, but by the power of our example. There is something to that. From where you sit in international relations. Is our pentagon properly funded? And specifically does the Navy have enough ships and submarines? Probably know, and no, I suspect, even though there some will argue that our defense budget is way out of whack, It'll be fascinating to try to see how we're going to resource going forward because each of these problems I referred to what you're seeing in the Middle East right now, Russia's warview against Ukraine which seems to be forever, and the prospects of arising China in the Indo Pacific. All of these things have to be properly resourced. And that's a concern that I have, given the nature of our domestic politics. One final questionnaireon to circle back to your two thousand and eight treaties, there is a much too promised land. What should we advocate to Israel and the Palestinians in this November You know, a lot of people I respect John believe that the so called two state solution has gone the way of the Dodo. I understand the argument, but frankly, it's the least bad solution to this conflict. Israelis and Palestinians need to separate from one another through negotiations. There's no precedent that I can think of of two two national movements, one of state, a nonstate actor seeking to become a movement living happily ever after under one roof. It's Cyprus, Lebanon, Syria, Iraq. I mean, the beat goes on, so it's not it's just a hop, skip and a jump to understanding that if in fact you're going to have anything resembling a conflict ending solution, I'm choosing my words very carefully here. You really do need to have separation through negotiation, maybe into a confederation at some point, but you need to satisfy the political, territorial, emotional, psychological, and religious underpinnings of this conflict. The only thing that does that, in my judgment, is to separate through negotiation state of Israel living peacefully next door to a Palestinian polity. That to me is the only way to even begin to think about fixation. Aaron David Miller, thank you so much for the brief. Hugely valuable with the Carnegie Endowment for International Peace. Stephen Stanley joins us at right now with Santander or US Capital Markets. You are acclaimed for analysis and GDP. How does the bond market affect your analysis? You know, I think the Fed is overstating the importance of this little backup in bonnials that we've seen over the last month. As we talked about the last time I was here, I see it maybe as a little bit more of an excuse than a reason. I think they wanted to hold off, and that provided them with a convenient reason. Financial conditions have tightened a little bit. But look, you know, as you all discuss, the economy is still rolling at this point. So I think it's wishful thinking that the last twenty or thirty basis points on the on the bonyold is going to roll the economy. But the I'll go with this easy, easy question here. It's a cliche, but unfortunately it's apped right now. Are they fighting in the last war? I think it's too soon to say that, because you know, the idea I assume what you're suggesting is well, inflation has already licked well. Dominicq constum in MISSOUI is calling it super restrictive. I got people say in the five percent reality lay on the bond market is a seven percent reality in the economy as well? Are they? Are they working now? They go to the meeting tomorrow in a restrictive milieu. I think policy is restrictive, but is it restrictive enough? I mean, until the economy actually slows down, until inflation really comes off. It's it's hard to say that, and so I think that's why that at a minimum, they're certainly going to want to keep their options open. You know, they they've signaled another pause, but Pallas certainly kept the door open to further hikes. So I'm not throw this question at you what I was asking before, which is how long can the US continue surprising to the upside with economic data and showing momentum at the same time that you see Europe running into recession coming out recession around the world a lot of pain, maybe not to be overly glib, but basically forever. Because the US is a domestically driven economy, and I think economists and particularly the FED, have systematically over the years overestimated the importance of the global economy for the US economy. We're, you know what, between ten and fifteen percent of our economy is trade, whereas for most of the other major economies it's thirty forty percent. Okay, I'll challenge that in one way, And this is something that a lot of people have been talking about, and I would love for you to push back if this is the case, people say that the international transmission transmission mechanism is the US yield is how many international buyers are going to be coming in and picking up treasuries at a time where the Bank of Japan's not going to be buying, where you're going to have or not going to be really pushing investors out of that nation's asset market. Where you have certainly around the world yields going higher and China not buying how much does apply change that narrative and create more of an international transmission mechanism than ever before. Yeah, that's an interesting angle. Actually. I think the root of the problem there, of course, is the fact that we're that we're running such large deficits. If we had a smaller deficit then this would be so much of a problem. But the fact that the Treasury is to borrow on extra to two and a half trillion dollars a year, they need demand anywhere they can get it, so that that actually does bring a good point, which is that the it feels like the international community has pulled back a little bit for various reasons, and I think you know that's that's part of it, a piece of why yields have backed up recently. Well, Mike McKey summarizes for us we've heard this twice today and surveillant Shill Moweko accent Stephen Stanley of Santandra agree the United States is a relatively closed economy. Are we an economy a fiscal stimulus thinking of refunding and all the other debates versus Europe in austerity stimulus? I mean, are we living a fiscal stimus that makes us different? Well, yeah, I mean we as Chris says, we're, as Steve says, we're a sort of closed economy. We don't have to worry necessarily about what's happening in Europe as much as Europe has to worry about what's happening in the United States. And China their biggest trading partner, and so we can stimulate the economy and we can run deficits for a lot longer. Nobody knows exactly how high or how long, but it doesn't have the same kind of effect. Interesting to note where we are with yields these days is where we were in the nineteen nineties when we were growing at four and a half percent a year. So can we live with this? I mean for now we can't, right, Steven Stanley with us, So I'm not going to go higher for longer. But just pick one of them. Are we going to go higher or are we going to go longer? Well, I think the more important thing is the longer part. You know, they may go one more time, but we're pretty to the end, so I don't think the higher part is the more important of the two right now. I think is the more important issue is how long are they going to stay? Can the American economy equilibriate through a higher nominal and real rate or almost equal calibrate? I would said yes, I think We're in the process of that. I think that in my mind, the neutral rate is you know, anywhere from fifty to one hundred basis points higher than it was before COVID. So give me a ten year real rate, which is going to be a run rate. I think it's probably you know, one to one half percent something like that. Okay, when we look right now at the data that we've getting this week, you said that the Fed seems to be looking for an excuse, and it's not really that they're so concerned about what you call this little backup and yields. So what data could make it difficult for them to use the backup and yields as some sort of excuse. Well, boy, we're really testing that right because since the September meeting, we've had a blowout payroll number, a high inflation number, stronger than expected consumer spending, and now we get a firm wage number. So you know, you're pretty much a clean sweep, and yet they're clearly going to pause. So I think it's going to have to be not so much a particular data point, but a duration of a stretch of good data. If we continue to see good data for another month or two, then I mean it just becomes increasingly compelling. So tomorrow, based on what they say and based on the economic data, what are the chances from your view, that they've got to go significantly further than currently markets are pricing. Yeah, so significantly further is a really important part of that question, because, as I said, I mean my base case, I have one more hike. But that's I mean, you know, whether they do one or not, it's not that important. But there is a scenario where inflation reaccelerates and they end up having to go multiple times. That's the I think that's the scenario that you might have in mind. I mean, to me, that's the biggest risk fact. I see that as a bigger risk than the risk that the economy slides into recession and they end up easing much sooner than people expect it. But it's at this point it's for me, it's a risk scenario, not a base case. Are Is it true you're going for Halloween? You're going to dot plot that. That's a room, right? I can't confirm you had bullered up at the tippy top of your head. There you go. Okay, I have a lot of room on my head for you dods. So do some of us is well? Also? John Ferrell, going as you'll Brunner, I don't know if you knew that one of the mania for seven John. It was good to hear Stephen Stanley with his chief US economist of Santander, Emily rolling this morning from Boston here on a Halloween. What's your biggest fear out there besides trigger treating, what's your biggest fear, Emily in this market? My biggest fear is that we're actually in a scary movie right now, but it's not over yet. You know. You think about the villain kind of being wounded but still alive, and the villain is higher borrowing costs and the wake of the FED raising interest rates in the shortest amount of time and the greatest extent in several decades here, and we really haven't felt the sting from that as far as consumers pulling back, you know, as far as earning's getting hurt by that profit margin's getting crushed. So everything's fine right now. We're sort of running to the safe part of the house as we're getting chased by this villain, but we need to remember that the movie simply isn't over yet. Oh my god, Emily, I'm just thinking about you at the sleepover with a bunch of eleven year old saying it's a scary house and the bond villain is coming to get you at some point. I'm wondering, Emily, how much we're looking at a scenario we're yield to kind of reach to a peak, and that really the uncertainty lies. And I keep harping on this, but it lies with the deficit financing and what we get tomorrow from the Treasury Department. What we got yesterday actually underwhelmed with the amount that the US would have to borrow in the third quarter, and arguably that's what's leading yields lower this morning. Yeah, certainly fears around supply have been a key to the narrative around rising bond yields, but it's not like we woke up one morning over the last few weeks and all of a sudden found out that the treasure was going to have to issue more debt. That's been a known issue. So for US, that's not really the primary reason that bond yields have picked up. It's been just this unrelenting strength in the economic data in the US, and certainly fiscal spending has played a role in that. Excess savings have played a role in that. In twenty twenty and twenty twenty one. But really it's been the strength of the data. There's something really really unusual happening in the bond market right now. One, we're facing down potentially the third consecutive year of negative returns for high quality bonds. That's never happened before in history. We're also looking at an environment where if the FED was done in July, and we can talk about that, it's really unusual to see the ten year treasure yield continuing to rise. Typically what happens is that the ten year peaks right around the same time, are just before the FED pauses, very unusual. And then finally the elusive bear steepener another very notable dynamic here that is not consistent with what we've seen in recent history. So our view is that we could be getting close here to the peak and yields. This doesn't sound like a scary story actually. Arguably, and as Gina Martin Adams yesterday was saying, this really speaks to a pain trade of more momentum of gains of a rally and risk assets. Because if yields are rising because of growth, isn't it a good and beautiful thing? Yeah? I mean, I think our standards for growth have seemed to be shifted a little bit. Yes, there's a lot of strength in the labor market, but we all know that that's lagging data and those cracks are starting to form. I think this week's going to be really critical in terms of the jobs report on Friday, initial claims, which have stayed stubbornly low. We've got to remember that that data is subject to heavy revisions, and we're seeing a lot of cracks in the consumer stories starting to emerge. There's a lot of heads out there, the resumption of student loan payments, credit card interest rates at twenty five percent right now, auto loans at seven percent, mortgage rate over eight percent. That's a challenge. How do you get out thirty six months? You're going to tell me part of a carefully managed portfolio is so look out three years, five years, years, maybe when the red SOX go above five hundred again, Emily, the basic idea here is people are scared stiff. How much cash at five x percent should they own? Versus having the courage to reach out thirty six months? Yeah, I think the critical the scary part I guess about being in cash right now is that your subject to significant reinvestment risk. Our view is that the normal relationship with the economic cycle and bond yields remarries as we head into this economic contraction into next year, and in that environment, you want to move out the curve and just really be able to capture the five six percent income that you're seeing in high quality bonds right now. I know we've been talking about this for a while. There's been these significant odd dislocations in the bond market, but if you're in cash right now, you might not get that yield next year. We have an opportunity again to lock that income stream in for years, and I think we're going to look back on this is quite an incredible opportunity to unlock the value in bonds. Thank you, Emily Rowland, John Hancock Investment Management, Boston. Subscribe to the Bloomberg Surveillance podcast on Apple, Spotify and anywhere else you get your podcasts. Listen live every weekday starting at seven am Eastern. I'm Bloomberg dot Com, the iHeartRadio app, tune In, and the Bloomberg Business app. You can watch us live on Bloomberg Television and always I'm the Bloomberg Terminal. Thanks for listening. I'm Tom Keane, and this is BloombergSee omnystudio.com/listener for privacy information.

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Polscy czekiści - geneza i rozwój | rozmowa z prof. Andrzejem Paczkowskim

Historia BEZ KITU

Play Episode Listen Later Oct 25, 2023 32:00

Zapraszamy do wsparcia naszej działalności poprzez serwisy: Patronite.pl/historiabezkitu.pl czy Buycoffee.to/historiabezkitu Polski aparat bezpieczeństwa został stworzony na wzór sowiecki. Resortowi Bezpieczeństwa Publicznego, a potem Ministerstwu Bezpieczeństwa Publicznego podlegała nie tylko policja polityczna, lecz także wojsko (KBW), milicja i więziennictwo. Łącznie siły te liczyły 180 tys. uzbrojonych ludzi. Były skutecznym narzędziem w rękach komunistów, które umożliwiło im przejęcie władzy w Polsce i zwalczanie wszystkich jej wrogów. Do 1948 r. terror miał charakter masowy, potem stał się powszechny. Właściwie każdy mógł znaleźć się w więzieniu niezależnie od zajmowanego stanowiska czy pozycji, co pokazały przykłady aresztowania byłego I sekretarza Komitetu Centralnego Polskiej Partii Robotniczej Władysława Gomułki w 1951 r., czy internowania prymasa kardynała Stefana Wyszyńskiego w 1953 r. Zapraszamy na rozmowę z profesorem Andrzejem Paczkowskim z Instytutu Studiów Politycznych Polskiej Akademii Nauk, badaczem historii najnowszej, autorem opracowań poświęconych historii aparatu bezpieczeństwa. #historiabezkitu Zajrzyjcie również na naszą stronę internetową: https://historiabezkitu.pl oraz nasze social media: Facebook https://www.facebook.com/Historia-BEZ-KITU-103793702471670 Instagram https://www.instagram.com/historiabezkitu

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Resolution Podcast S3 Episode #2 | The Trouble with Costs | w/ HHJ Reardon & Laura Moys

Play Episode Listen Later Sep 1, 2023 52:25

We all agree that costs applications, and costs orders, are becoming more prevalent in Children Act as well as financial remedy proceedings. Public policy certainly seems to favour the use of costs orders as a way of ensuring that litigation is proportionate and reasonable. In this episode we are assisted by HHJ Reardon (who sits in East London Family Court and the CFC hearing both Children Act and Financial Remedy cases) and Laura Moys (barrister at 1 KBW) talk us through costs orders in respect of Children Act and Financial Remedy cases. We discuss LSPO including: · HHJ Reardon reminds us (in the context of ever increasing interest rates) of the provision in Rubin V Rubin that: viii) If a litigation loan is offered at a very high rate of interest it would be unlikely to be reasonable to expect the applicant to take it unless the respondent offered an undertaking to meet that interest, if the court later considered it just so to order. · What happens in second LSPO applications; and · LSPO in Children Act proceedings, including the need for equality of arms in accordance with BC v DE (Rev 1) [2016] EWHC 1806 (Fam) (21 July 2016). We look at Costs orders in Children Act cases, and are reminded of the dicta in Re S (a Child), Re [2015] UKSC 20 (25 March 2015). They discuss when a Court may order costs after a fact-finding hearings and refer to Re T (Children), Re [2012] UKSC 36 (25 July 2012). Finally we discuss costs in Financial remedy proceedings, including:· the Court's approach to making orders that cover legal costs in needs cases. Laura refers us to Azarmi-Movafagh v Bassiri-Dezfouli [2021] EWCA Civ 1184 (30 July 2021);· When we should be dealing with costs arguments; and · General guidance about Wwhat is and is not reasonable, in order to consider what sort of positions may result in costs orders;· We are reminded that the Court can make costs awards where a party has refused to negotiate; JB v DB [2020] EWHC 2301 (Fam) (23 July 2020);

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New Bank Regulations, Lower Healthcare Costs, and Global PC Demand 8/29/23

joe biden global bank lower regulations best buy fdic healthcare costs william blair canalys kbw

Play Episode Listen Later Aug 29, 2023 44:35

The FDIC is set to unveil tougher regulations for small and mid-sized banks. KBW's Christopher McGratty explains. Plus, President Biden will speak at an event on lowering healthcare costs, targeting prices for medicare prices. William Blair's Matt Phipps discusses the impact on the pharma sector. And, Best Buy reports earnings today, providing a snapshot on the health of the consumer and enterprise demand. Canalys' Ishan Dutt lays out his expectations.

US Crude stockpiles fall, Tesla steering probe & Devon Energy results (+6 more stories)

The Daily Business & Finance Show

Play Episode Listen Later Aug 1, 2023 10:57

The Daily Business and Finance Show - Tuesday, 1 August 2023 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: Enterprise Products Partners misses Q2 top and bottom line estimates; reaffirms FY23 capex outlook Tesla faces an NHTSA probe over steering control issue Devon Energy Non-GAAP EPS of $1.18 misses by $0.01, revenue of $3.45B misses by $90M Yellow Corp. rallies on reports of Apollo loan AMD gains 6% on softer revenue landing, citing AI progress JPMorgan sees no soft landing as equity multiples are too high SoFi stock dives after cut to Underperform at KBW on valuation Nasdaq, S&P, Dow kick off August on a mixed note after JOLTS data, earnings deluge U.S. crude stockpiles fell 15.4M barrels last week, API says Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

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Netflix Shares Falling, Tesla Trading Lower, and Regional Bank Earnings 7/20/23

The Bad Movie Cult Podcast

Play Episode Listen Later Jul 20, 2023 44:30

Netflix shares are falling after the company beat earnings estimates but missed on revenue. Citigroup's Jason Bazinet discusses. Plus, Tesla's stock is also trading lower despite the EV maker posting record quarterly revenue. Canaccord Genuity's George Gianarikas explains. And, a slew of regional banks are set to report quarterly results today following strong reports from the big banks. KBW's Christopher McGratty gives the setup.

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Episode 49: The King of the Kickboxers (1990)

Play Episode Listen Later Jul 5, 2023 135:15

THE GREEN & BLACK ARE BACK! After a month long hiatus, your hosts Dominic Lawton and Ken B Wild return with a slice of 90's nonsense - THE KING OF THE KICKBOXERS! Discussion includes Billy Blanks, well financed snuff films and Tarantino's possible 11th film idea! Meanwhile, Dom writes us a scene for the film pitch whilst Ken talks us through the best line of the film! The film pitch this week sees ol' KBW himself taking the reigns of his own action film series! When grizzled veteran cop, Saxon Ironside, is given a wet-behind-the-ears, by-the-book rookie as a partner to keep him in line, no one on the force thinks it will last more than a week. But when a new designer drug hits the streets with deadly effect, its up to the new duo to somehow work together and save the city! It's IRON FORCE! Starring Ken B Wild, Dominic Lawton, Michae Jai White, Gillian White, Salma Hayek, Eric Roberts, Awesome Kong, Omos, Clint Howard and Carl Weathers as Police Chief Carl Weathers! Have you got a question, want to suggest a film to review or would you like to send us your own film pitch that we will read out on the podcast? Email us! Visit our website for more episodes & written reviews : WWW.BADMOVIECULT.COM Follow us on TWITTER Follow us on INSTAGRAM Join us on FACEBOOK Dominic Lawton can be found on TWITTER Ken B Wild can be found on TWITTER Got a spare minute? Leave us a rating or review on iTunes!

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Ep. 387 Fullyposeable's “Ode to Tom Zenk”

Play Episode Listen Later Jun 25, 2023 78:42

This week there isn't much news. So the boys play a new game called blindly ranking. He blindly ranks, wrestling figures and taco bell items. Scott also talks about what he has picked up recently. Jef still hasn't received his tracking for Powertown. In the news, James Storms get his first retro style figure. The boys go over WWE elite series 88 and they round out the show with questions from JT and Justin Summers. Guess who's back…Back again…KBW is back

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Why Some Investors Are Now Favoring India Over China; Shift4 CEO On Summer Trend Travel Data 6/21/23

Closing Bell

Play Episode Listen Later Jun 21, 2023 44:35

The third straight down session for the major averages. Wedbush's Sahak Manuelian and Bespoke's Paul Hickey break down the market action. Former FTC Commissioner Mozelle Thompson on the FTC's probe in Amazon Prime. Ruchir Sharma, Rockefeller International Chairman, on his new column breaking down why investors are moving towards India and away from China. Shift4 CEO Jared Isaacman has insights into restaurant, hotel and other business spending levels; he talks why he still sees a strong summer ahead. Our Eamon Javers previews his new documentary on China's corporate spy war. KBW's Jade Rahmani on KHB earnings.

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Apple's Vision Pro, Insurance Policy Pullback, and AI Promotional Tour 6/06/23

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Play Episode Listen Later Jun 6, 2023 47:14

Apple unveiled its Vision Pro AR/VR headset at the Worldwide Developer Conference yesterday. Big Technology's Alex Kantrowitz discusses the details. Plus, All State and State Farm are refusing to write new property insurance policies in California due to rising climate risk. KBW's Meyer Shields explains the impact on the sector. And, Sam Altman continues his world tour of promoting OpenAI and its popular ChatGPT tool. The Verge's James Vincent breaks down the latest.

Ep. 112 - Banks face Bob Ross effect, tougher exams but ‘huge' M&A on horizon

Play Episode Listen Later Jun 1, 2023 26:20

While many banks are being unfairly painted with a broad brush, institutions will face tougher regulatory examinations and pressure on probability and that should ultimately lead to a strong rebound in bank M&A activity. Those views were delivered by members of the investment and advisory community during two panel discussions focused on bank liquidity that S&P Global Market Intelligence hosted on May 18. The panels featured Ben Azoff, partner at Luse Gorman; Isaac Boltansky, director of policy research at BTIG; Bill Burgess, co-head of financial services investment banking at Piper Sandler; Greg Hertrich, head of U.S. depository strategies at Nomura; Jonah Marcus, partner and portfolio manager at Endeavour Capital; and Chris McGratty, head of US bank research at KBW. In the episode, we discuss the highlights of the panels with fellow moderator, Joe Mantone, the head of S&P Global Market Intelligence's US FIG News team and the host of The Pipeline: M&A and IPO Insights. The panelists offered their view of bank valuations, whether institutions should consider repositioning bond portfolios, takeaways from recent regulatory examinations and the outlook for M&A activity. Click below to access The Pipeline. https://podcasts.apple.com/us/podcast/the-pipeline-m-a-and-ipo-insights/id1670488947

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Ep. 383 Fullyposeable's “Where in the world is KBW”

Play Episode Listen Later May 28, 2023 68:54

On this show, Jef has an omission regarding last weeks trivia questions. In the news, the major pod showed off their next figures for their Big Rubber guys. Jazawares has some news regarding figures that are clogging the pegs. And there is only one question from the wrestling figs message boards And the boys round out the show with WWE Elite 86 in the nostalgia segment. And then get to the listener segment Oh yeah, KBW is missing, but no one is really out there looking for him.

jef kbw

Ep. 381 Fullyposeable's “No cursing”

Marcus Today Market Updates

Play Episode Listen Later May 14, 2023 75:36

KBW has a major announcement to begin the show. Jef and Scott do a little crossover where they talk a little wrestling. Scott has another successful week of Toy spotting. There is also some updates to questions from last week's shows. Also Jef pulls some audio regarding the Young Bucks doing a different signature for these ebay sellers. In the news, the boys go over the Nitro stage not funding. You can hear the frustrations in their voices about the stage failing to hit the 5K mark. Jef also pulls some questions from the wrestling figs message boards. And the boys round out the show with WWE Elite 84

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Marcus Today Pre-Market Podcast – Monday 15th May

Play Episode Listen Later May 14, 2023 11:09

Dow Jones down 9 (0.03%) on Friday. 300 point range. Was down 199 at one point. S&P 500 down 0.16%. NASDAQ down 0.35%. Regional Banks mixed, reversing early losses. KBW regional bank index up 0.3%. Western Alliance was up, PacWest Bancorp was down. Negotiations over the U.S. debt ceiling continue. There has been some generally positive after-hours Fedspeak. U.S. consumer sentiment slumped to a six-month low. Janet Yellen is set to discuss the debt ceiling impasse with bank board members. There seems to be some suggestion of a debt ceiling deal. More of the same in other words. Banking fears and debt ceiling concerns dominate whilst Big Tech outperforms.SPI Futures up 7.HEADLINESASX to rise; Newcrest accepts Newmont takeover offer.Dip buyers scorched by cratering bank stocks rush for the exists.Jobs to be cut, price to rise 7pc minimum wage goes ahead.Yellen hopeful of a solution to 'more difficult' debt ceiling showdown.Zelenskiy in Berlin: we can make Russia's defeat 'irreversible'.Catch up on the latest news with Henry Jennings' Pre-Market Podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.

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Ep. 380 Fullyposeable's “Stretched out”

Play Episode Listen Later May 7, 2023 81:41

This week KBW is back on the show. And he has another letter to write. Scott goes over what he just picked up. Jef found a list from the gamer.com regarding the worst wrestling figures of all time In the news, Shawn Ng has an update regarding his Kamala figure. Chaz and Glenn Ruth had some news regarding their WWE nostalgia contract In the nostalgia segment, the boys go back to WWE elite series 1, but why are they going back to series 1? The boys go talking to the listeners with questions from Ringskirts, Justin Summers and Josh Thompson.

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The Fed's Latest Policy Decision, Regional Banking Turmoil, and Oil's Massive Losses 05/03/23

Marcus Today Market Updates

Play Episode Listen Later May 3, 2023 44:45

The markets are all but certain the Fed will announce a 25-basis point rate hike at its meeting today, which would bring the benchmark rate to a 16-year high of 5.1%. Morgan Stanley's Seth Carpenter lays out his expectations. Plus, the regional banking sector closed at its lowest level since November 2020 yesterday. KBW's Christopher McGratty discusses the latest. And, it's not just regional banks: oil is down more than 1% today, extending yesterday's massive losses amid worries about the global economy and fuel demand. Energy Aspects' Amrita Sen weighs in on the sector.

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Marcus Today Pre-Market Podcast – Wednesday 3rd May

Play Episode Listen Later May 2, 2023 13:50

Global markets were universally down overnight on concerns of the Fed hiking rates and continued banking fears. The KBW regional banking index saw its largest percentage drop since March 13th, down 4.47% as fears over another collapse in the US banking sector rose. Dow Jones was down 367 points (-1.08%) at best the Dow was down 34 at worst, and down 615. S&P 500 down 1.16%. NASDAQ down 1.08%. VIX Volatility Index up 10.6%. European markets also dipping lower on contagion fears, FTSE -1.24%, Germany -1.23%, France -1.45%. SPI Futures are down 41 points (-0.56%). Macquarie Equities Conference continues.Tune in to Henry Jennings' Pre-Market Podcast to get in the know for the day ahead. Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

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Ep. 379 Fullyposeable's “Timeout”

FactSet U.S. Daily Market Preview

Play Episode Listen Later Apr 30, 2023 61:10

Don't be expecting KBW this week, KBW is in timeout. But why is KBW in timeout? Does it have something to do with his letter? Ring Skirts has a great idea regarding a different type of wrestling figure draft? In the news, Fig Collections showed off their Bone Crunching figures. Which figures are in their series 1? Mattel and Hasbro play nice and are sharing some properties? Jef pulls some questions from the wrestling figs message boards. The boys go over WWE Elite series 83 and round out the show with can you last a minute and a half.

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Financial Market Preview - Wednesday 26-Apr

Play Episode Listen Later Apr 26, 2023 4:11

US futures are indicating a higher open after closing sharply lower on Tuesday with MSFT up ~8% afterhours following earnings beat and positive commentary on AI. European equity markets have opened negative, following mixed trade in Asia. First Republic Bank's larger-than-expected deposit outflow in March continues to reverberate with KBW regional banking index down 4%. Situation is driving renewed discussions about banking sector stress. US recession fears also resurfacing after the consumer confidence hit a nine-month low. Companies Mentioned: First Republic Bank, Carrier Global, Tencent

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Regional Bank Earnings, the Latest in Saudi Arabia, and an Earnings Recession Ahead? 04/17/23

Play Episode Listen Later Apr 17, 2023 44:33

Regional bank earnings are out this week on the back of turmoil that hammered a number of financial firms last month. KBW's Christopher McGratty gives his expectations. Plus, Saudi Arabia is looking to renew relations with a key Palestinian group and bring Syria back into the Arab fold. RBC Capital Markets' Helima Croft explains the latest. And, earnings season is kicking into full swing, with many investors expecting the first earnings recession since 2020. Hennessy Funds' Josh Wein and Fundstrat's Tom Lee weigh in on the trading week ahead.

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Ep. 375 Fullyposeable's “Now volume 2”

wwe fast food mattel la resistance kbw

Play Episode Listen Later Mar 30, 2023 62:04

This week KBW gets Scott on Fast Food trivia. The boys play can you last a minute. In the news KWK announced La Resistance in the KWK line. The crowd fund by Mattel was announced. How much is it going to be to back this project? Also how many backers does this need to unlock all the teirs? The boys go over WWE elite series 80 in the nostalgia segment. And they round it out with more Wrestlemania Trivia.

Stocks Sell Off Into Close, and What the Fed Means for Regional Banks 3/22/23

CNBC's "Fast Money"

Play Episode Listen Later Mar 22, 2023 43:57

Major markets closed near their lows of the day after the central bank chair suggested the end of the rate hike cycle is approaching, but that the fight against inflation was not over. Regional bank stocks resumed their sell off. We're joined by the head of U.S. Bank Research at KBW for his outlook for the sector. Fast Money Disclaimer

banks regional stocks selloff regional banks kbw

Mariusz Kamiński „Jak budowałem Świdnik”

Reportaż w Radiu Lublin

Play Episode Listen Later Mar 19, 2023 29:02

11 lutego 2023 r. w wieku 93 lat zmarł Henryk Wójcik, jeden z pierwszych budowniczych Świdnika i WSK. W 2011 był bohaterem reportażu. Wówczas mijała 60. rocznica budowy pierwszego bloku na terenie miasta. Pan Henryk miał niesamowitą pamięć. Opowiadał m.in. o tym, że dwaj radzieccy "eksperci budowlani" zdecydowali, o miejscu budowy miasta, dzięki czemu Świdnik jest dzisiaj miastem a nie dzielnicą Lublina. Los związał pana Henryka na kilka lat z budową Wytwórni Sprzętu Komunikacyjnego, strzeżoną przez oddziały KBW.

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Regional Bank Stocks, the Road Ahead for Venture Capital, and February CPI 03/14/23

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Mar 14, 2023 44:50

Regional banks have gotten hammered in the wake of SVB and growing investor concerns over viability and balance sheets, but they're catching a bid this morning. Financial Times' Arash Massoudi and KBW's RJ Grant explain the latest developments. Plus, the ripple effects of the SVB collapse are hitting VC-backed companies as founders race to withdraw cash in time to make payroll. MSA Capital's Ben Harburg breaks down what he's seeing. And, investors are gearing up for the February CPI report today, which is expected to show inflation remaining high but down slightly from January's read. New Street Advisors Group's Delano Saporu, Potomac Wealth Advisors' Mark Avallone, Wells Fargo's Sarah House, and Main Street Asset Management's Erin Gibbs discuss the outlook.

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Market View: First Republic shares sink, Petronas, Boustead Singapore, SembCorp, WeRide, United Airlines, ExxonMobil, HSBC rescues UK arm of SVB, KBW 11 stock recommendations

Play Episode Listen Later Mar 14, 2023 20:27

The Silicon Valley Bank demise rages on, with First Republic Bank falling victim and possibly signalling a broadening of the SVB contagion. What does this mean for the Singapore banking system? Meanwhile, what are the 11 safe-haven bank stocks that KBW is recommending after SVB's collapse? Get the answers with Michelle Martin and Ryan Huang as they break down the details. See omnystudio.com/listener for privacy information.

market singapore stock recommendations sink silicon valley bank united airlines hsbc rescues svb exxonmobil first republic bank first republic petronas michelle martin kbw ryan huang

Unnecessary Recession?, Rates & Real Estate, and “No Soft Landing” 3/8/23

Nightly Business Report

Play Episode Listen Later Mar 8, 2023 45:31

It's Day 2 on Capitol Hill for Jerome Powell, with more of the same message: the data will determine what the Fed does next.Mohamed El-Erian says what comes next could very well be a Fed-made recession. Is he right? We'll debate.Plus, rising rates & a lack of inventory are resulting in stubbornly-high home prices. We'll look at new data suggesting it's not getting any better.And, KBW warns a “soft landing” is now off the table. Their analyst will join us with names in banking, life insurance & REITs that are most exposed.

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The State of Bank M&A with Brady Gailey from KBW

texas north carolina bank oklahoma managing directors arkansas keefe southeastern southwestern united states gailey kbw

Play Episode Listen Later Feb 6, 2023 16:42

This week we return to the topic of M&A with Brady Gailey from KBW. Brady joined Keefe, Bruyette & Woods, Inc. in 2007, working in the firm's Atlanta office, and is currently a Managing Director responsible for equity research coverage of roughly 35 regional banks in the Southeastern and Southwestern United States, with a focus specifically on Georgia, Florida, North Carolina, Texas, Oklahoma and Arkansas. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees. SouthState Bank, N.A. - Member FDIC

"交易者，每天。在垃圾食品星期五，飯菜完全建在周圍 whoppers，big Macs和肯塔基州的炸雞，從Fastfood發出了巨大的訂單附近的關節。很多工作的人都在上大學足球，籃球，棒球，毫不奇怪，"

TheMummichogBlog - Malta In Italiano

Play Episode Listen Later Jan 2, 2023 7:55

"交易者，每天。在垃圾食品星期五，飯菜完全建在周圍 whoppers，big Macs和肯塔基州的炸雞，從Fastfood發出了巨大的訂單附近的關節。很多工作的人都在上大學足球，籃球，棒球，毫不奇怪，" "啟動AD- #TheMummichogBlogoFmalta Amazon Top和Flash Deals（會員鏈接 - 如果您通過以下鏈接購買，您將支持我們的翻譯）-https：//amzn.to/3feogyg 僅在一次搜索中比較所有頂級旅行網站，以在酒店庫存的最佳酒店交易中找到世界上最佳酒店價格比較網站。（會員鏈接 - 如果您通過以下鏈接購買，您將支持我們的翻譯）-https：//www.hotelscombined.com/?a_aid=20558 “因此，無論您希望別人對您做什麼，也對他們做，因為這是法律和先知。”“ #Jesus #Catholic。 “從受孕的時刻，必須絕對尊重和保護人類的生活。從他生存的第一刻起，必須將一個人承認為擁有一個人的權利 - 其中每種無辜者都是無辜的權利。”天主教教堂的教理2270。墮胎殺死了兩次。它殺死了嬰兒的身體，並殺死了母親的科學。墮胎是深刻的反婦女。它的受害者中有三個季節是女性：一半的嬰兒和所有母親。流暢的馬耳他無線電是馬耳他的第一號數字廣播電台，演奏您的輕鬆最愛 - Smooth提供了“無混亂”的混音，吸引了35-59個核心觀眾，提供柔和的成人現代經典。我們操作一個流行曲目的播放列表，並定期更新。 https://smooth.com.mt/listen/ 馬耳他是一顆地中海寶石，等待被發現。馬耳他擁有文化和歷史，娛樂和放鬆，冒險和興奮的獨特結合，也是出國留學的理想之地。實際上，它擁有世界上最優秀的學習機構。 -https：//www.visitmalta.com/ 關注電報：https：//t.me/themummichogblogdotcom Tumblr：https：//www.tumblr.com/themummichogblogofmalta blogspot：https：//themummichogblogofmalta.blogspot.com/ 論壇：https：//groups.google.com/g/themummichogblog Facebook：https：//www.facebook.com/groups/chinesecommunitymalta 結束廣告" "保持競爭性週末運動員。其中之一就是里克·索普（Rick Thorpe），他是明星四分衛團隊進入不敗的賽季。飛機後他立即從KBW打電話打。 “我肚子病了，”他告訴妻子琳達·佩里·索普（Linda Perry Thorpe）。 KBW董事會一直在與巴黎國家/帕里巴斯州的巴特納爾（Banque dea）進行合併討論，琳達（Linda）以為這筆交易已經失敗了。 “這筆交易發生了什麼？”她問。 “不，不，”索普說。 “我只是想讓你知道一架飛機撞到了另一座塔。我還好，但是我們又來了。” 索普（Thorpe）是1993年爆炸案的退伍軍人，看著長時間的破壞性拖拉。 “我要您打開電視，因為這將是當天的最佳故事。”他說。他們掛斷了電話。布拉德·瓦達斯（Brad Vadas）在附近的桌子上說：“你不會相信我在看什麼。” “我剛看到一個人撕開了襯衫，因為它著火併跳了。” 瓦達斯剛剛打電話給他的未婚夫克里斯·麥克弗倫（Kris McFerren），報告說他還好，然後告訴她他在看到什麼。他和麥克弗倫已經約會了九年，之後在勞動節週末參加朋友的婚禮，他們終於決定輪到他們了。他們將在五月結婚。麥克弗倫（McFerren）是一名物理治療師。瓦達斯有畢業於波士頓學院，一名出色的運動員，一名有競爭力的棒球運動員，到了 39個在康涅狄格州韋斯特波特的濱水區，一個曼哈頓的公寓。就像他的同事里克·索普（Rick Thorpe）一樣，他也一直在工作 1993年的貿易中心。今天早上的事件是新鮮的恐怖。 “不要看，”麥克弗倫懇求。 “聽著，我真的要走了。你能打電話給我媽媽嗎？”瓦達斯問。麥克弗倫會。儘管瓦達斯的頭銜是高級副總裁，但他還是從事一個交易桌 - 一個幾乎沒有隱私的職位男人的幽默，幾乎沒有表達溫柔的場所。不過，今天早上他還有更多對麥克弗倫說的話。 “讓我告訴你一些事情，”瓦達斯說。 “我只想你知道你多少對我來說是刻薄的。” 在KBW的兩層樓中，一次做出決定。實際上，整個88樓都清除了，主要是投資銀行業務的人和研究部門。一個特別響亮的聲音來自J. J. Aguiar，一個投資銀行家在地板上大喊大叫的人離開。在第89位地板，KBW交易台的位置，確定性較小。威爾·德里索（Will Deriso），一個推銷員，一直擔心在貿易中心工作，儘管他的同事們經常會因為擔心而使他加油。前一天晚上，他換了辦公桌，搬到門附近。爆炸後片刻，他聽到在門上敲打。信息技術部的兩名婦女站在在外面，恐懼地凍結了。 Deriso決定該走了。 "

fast food smooth big mac macs whoppers aguiar kbw

97: Franz (Tilmans Biere, JouxJoux) - Und dann kam Punk

Und dann kam Punk

Play Episode Listen Later Dec 27, 2022 174:56

Christopher & Jobst im Gespräch mit Franz. Wir reden über Pabst Blue Ribbon, beste Entscheidung des Lebens, red diaper babies, kommunistische Eltern im KBW, Franz Josef Degenhardt, ein Rap Mixtape, Yo MTV Raps und eine Mini-Boombox, Punks am Brunnen auf dem Königsplatz, der Graue Adler, Chicken Shit Conformist von Dead Kennedys, Augsburg & Inferno, erste Konzerte im Juz Königsbrunn, ein Jahr in Korsika, viele Texte der Deutschpunk Kampflieder 2 könnten heute von der AFD kommen, die Interim, Cunthunt mal wieder, das Projekt Junge Werkstatt, Party statt Konfirmation, NPD-Veranstaltungen in der Passauer Nibelungenhalle, sich am schwächsten Glied der Kette orientieren, Posttraumatische Belastungsstörungen, Typ mit goldenem Amulet will erstmal meditieren, nach Einbruch der Dunkelheit nicht mehr rausgehen, medikamentöse Behandlung, Selbstausbeutung für Anfänger, Wanderbrauen, als erstes Bier ein Helles, 18 Liter Bier pro Woche, das Hofbräuhaus am Alex, Axtwerfen, das blaue Kreuz, Verantwortungsbewusstsein in der Arbeit mit potentiell gefährlicher Substanz, die Faszination für New York, uvm.

Ep.02 - The Road Immediately Ahead with Tom Michaud

Plugged In - A Cornerstone Advisors Podcast

Play Episode Listen Later Oct 31, 2022 23:20

Today our hosts Steve Williams and Al Dominick are joined by Tom Michaud, President & CEO at KBW. They talk about how investment banks are in a recession already, how bank regulation is going to be a very dominant part of the future, ESG, and much more.

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How Will President Biden Respond to OPEC+? Are the Republicans Looking at a Clean Sweep in the Mid-Terms? Why One Market Watcher Says It's Not Time to Go Long Equities. 10/17/22

joe biden market congress republicans respond midterms biden administration spr watcher opec time to go red wave equities raymond james clean sweep brian gardner kbw

Play Episode Listen Later Oct 17, 2022 44:58

Energy Aspects' Amrita Sen lays out the possible responses the Biden Administration may have to OPEC+ cutting oil production, including a big release from the SPR. Plus, Brian Gardner of KBW discusses whether it will be a “Red Wave” in Congress and the statehouses in November. And, Sunaina Sinha Haldea of Raymond James says companies that are resilient to higher inflation are good opportunities for investors, such as healthcare services and insurance.

Baking, Markets, And The Fed (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Aug 12, 2022 29:09

Christopher McGratty, Head of US Banking Research at KBW, a Stifel company, discusses how another rate hike could be a tipping point for banks. Lizzie Evans, Managing Partner at Evans May Wealth, talks about investment strategies and markets in 2022. Vince Cignarella, Global Macro Strategist with BBG News, joins the show to discuss his stance on the Fed and why he doesn't believe they should be as hawkish in curbing inflation. Hugh Johnson, Chairman and Chief Economist of Hugh Johnson Economics, joins the show to discuss the economy after softer-than-expected inflation data came out this week. Daphne Zohar, founder and CEO of drug developer PureTech Health, joins the show to discuss the industry, big pharma, and her experience founding a drug developing company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

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Biden's Oil Fail, the Farnborough International Airshow, Big Bank Earnings. 7/18/22

america joe biden bank fail saudi arabia cnbc goldman sachs earnings seb big banks kbw farnborough international airshow

Play Episode Listen Later Jul 18, 2022 44:51

As expected, President Biden's trip to Saudi Arabia has failed to secure a pledge to boost oil production in order to help bring down inflation. Bjarne Schieldrop of SEB discusses the steps oil producers are taking in terms of supply. Plus, for the first time in four years, aviation and defense industry leaders are meeting in the U.K. for the Farnborough International Airshow. CNBC's Phil Lebeau speaks with Raytheon Technologies CEO Greg Hayes about his expectations for travel demand. And, earnings season rolls on with Goldman Sachs and Bank of America set to report this morning. David Konrad of KBW gives his thoughts.

Closing Bell: Stocks dip in volatile session, World Bank slashes it's growth outlook, and Goldman Sachs' chief economist lays out a new call on housing 4/18/22

Closing Bell

Play Episode Listen Later Apr 18, 2022 42:44

Stocks ended the day lower after a seesaw session. Jason Trennert from Strategas and Jim Bianco from Bianco Research debate the impact of rising rates on the market, as yields on the 10-Year treasury note hit their highest level since 2018. The CEO of KBW gives his take on bank stocks, following a divergent performance for Bank of America and Charles Schwab on the back of results. World Bank President David Malpass explains why his organization just slashed its global growth forecast by nearly a full percentage point. And Goldman Sachs chief economist Jan Hatzius breaks down a new call on the housing market, with mortgage rates topping 5%.

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From KF Best Friend To AEW Superstar! - Kinda Funny Podcast (Ep. 206)

The Kinda Funny Podcast

Play Episode Listen Later Mar 11, 2022 82:20

This is a fantastic episode you won't want to miss. AEW's Fuego Del Sol joins us to talk about his journey from backyard wrestler, to Kinda Funny Best Friend, to AEW Professional Wrestler! Follow Fuego at https://twitter.com/FuegoDelSol Time Stamps - 00:00:00 - Fuego Del Sol a BF in AEW 00:13:30 - Tim's Steel book case issue 00:22:45 - KBW history class 00:45:30 - ADS 00:47:15 - what we do behind the scenes 01:05:38 - Topic you know a lot about but never looked into it

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Oil and commodities, Bank earnings, Northeast power prices

New Books in Polish Studies

Play Episode Listen Later Jan 18, 2022 44:53

Oil prices are climbing and climbing, now up after a missile strike against a fuel depot in Abu Dhabi. Amrita Sen of Energy Aspects joins to discuss the geopolitical impacts on oil prices, and Bank of America's Francisco Blanch joins with his outlook on oil and other commodities for the year. Plus, bank earnings continue today after a disappointing start that brought down the Dow on Friday. RJ Grant of KBW discusses the names he's watching. And Brian's RBI focuses on power prices New England, which surged this weekend to 700% more than their levels of two years ago. He breaks down why it's happening and why it matters.

america bank new england oil northeast abu dhabi commodities earnings dow rbi power prices kbw

Izabela Wagner, "Bauman: A Biography" (Polity, 2020)

Play Episode Listen Later Dec 17, 2021 59:21

Global thinker, public intellectual, and world-famous theorist of ‘liquid modernity', Zygmunt Bauman (1925-2017) was a scholar who, despite forced migration, built a very successful academic career and, after retirement, became a prolific and popular writer and an intellectual talisman for young people everywhere. Izabela Wagner's Bauman: A Biography (Polity Press, 2020) is the first comprehensive biography of his life and work. Dr. Wagner, Professor of Sociology at Collegium Civitas in Warsaw, returns to Bauman's native Poland and recounts his childhood in an assimilated Polish-Jewish family and the school experiences shaped by anti-Semitism. Bauman's life trajectory is typical of his generation and social group: the escape from Nazi occupation and Soviet secondary education, communist engagement, enrolment in the Polish Army as a political officer, participation in WWII, and the support for the new political regime in the post-war Poland. Dr. Wagner sheds new light on Bauman's activity as a KBW political officer. His eviction in 1953 from the military ranks and his academic career reflect the dynamic context of Poland in 1950s and 1960s. His professional career in Poland was abruptly halted in 1968 by the anti-Semitic purges. Bauman became a refugee again - leaving Poland for Israel, and then settling down in Leeds in the UK in 1971. His work would flourish in Leeds, and after his retirement in 1991 he entered a period of enormous productivity which propelled him onto the international stage as one of the most widely read and influential social thinkers of our time. Vladislav Lilic is a doctoral candidate in Modern European History at Vanderbilt University. Learn more about your ad choices. Visit megaphone.fm/adchoices

Izabela Wagner, "Bauman: A Biography" (Polity, 2020)

New Books in Intellectual History

Play Episode Listen Later Dec 17, 2021 59:21

Global thinker, public intellectual, and world-famous theorist of ‘liquid modernity', Zygmunt Bauman (1925-2017) was a scholar who, despite forced migration, built a very successful academic career and, after retirement, became a prolific and popular writer and an intellectual talisman for young people everywhere. Izabela Wagner's Bauman: A Biography (Polity Press, 2020) is the first comprehensive biography of his life and work. Dr. Wagner, Professor of Sociology at Collegium Civitas in Warsaw, returns to Bauman's native Poland and recounts his childhood in an assimilated Polish-Jewish family and the school experiences shaped by anti-Semitism. Bauman's life trajectory is typical of his generation and social group: the escape from Nazi occupation and Soviet secondary education, communist engagement, enrolment in the Polish Army as a political officer, participation in WWII, and the support for the new political regime in the post-war Poland. Dr. Wagner sheds new light on Bauman's activity as a KBW political officer. His eviction in 1953 from the military ranks and his academic career reflect the dynamic context of Poland in 1950s and 1960s. His professional career in Poland was abruptly halted in 1968 by the anti-Semitic purges. Bauman became a refugee again - leaving Poland for Israel, and then settling down in Leeds in the UK in 1971. His work would flourish in Leeds, and after his retirement in 1991 he entered a period of enormous productivity which propelled him onto the international stage as one of the most widely read and influential social thinkers of our time. Vladislav Lilic is a doctoral candidate in Modern European History at Vanderbilt University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/intellectual-history

Izabela Wagner, "Bauman: A Biography" (Polity, 2020)

New Books in Sociology

Play Episode Listen Later Dec 17, 2021 59:21

Global thinker, public intellectual, and world-famous theorist of ‘liquid modernity', Zygmunt Bauman (1925-2017) was a scholar who, despite forced migration, built a very successful academic career and, after retirement, became a prolific and popular writer and an intellectual talisman for young people everywhere. Izabela Wagner's Bauman: A Biography (Polity Press, 2020) is the first comprehensive biography of his life and work. Dr. Wagner, Professor of Sociology at Collegium Civitas in Warsaw, returns to Bauman's native Poland and recounts his childhood in an assimilated Polish-Jewish family and the school experiences shaped by anti-Semitism. Bauman's life trajectory is typical of his generation and social group: the escape from Nazi occupation and Soviet secondary education, communist engagement, enrolment in the Polish Army as a political officer, participation in WWII, and the support for the new political regime in the post-war Poland. Dr. Wagner sheds new light on Bauman's activity as a KBW political officer. His eviction in 1953 from the military ranks and his academic career reflect the dynamic context of Poland in 1950s and 1960s. His professional career in Poland was abruptly halted in 1968 by the anti-Semitic purges. Bauman became a refugee again - leaving Poland for Israel, and then settling down in Leeds in the UK in 1971. His work would flourish in Leeds, and after his retirement in 1991 he entered a period of enormous productivity which propelled him onto the international stage as one of the most widely read and influential social thinkers of our time. Vladislav Lilic is a doctoral candidate in Modern European History at Vanderbilt University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/sociology

Izabela Wagner, "Bauman: A Biography" (Polity, 2020)

New Books Network

Play Episode Listen Later Dec 17, 2021 59:21

Global thinker, public intellectual, and world-famous theorist of ‘liquid modernity', Zygmunt Bauman (1925-2017) was a scholar who, despite forced migration, built a very successful academic career and, after retirement, became a prolific and popular writer and an intellectual talisman for young people everywhere. Izabela Wagner's Bauman: A Biography (Polity Press, 2020) is the first comprehensive biography of his life and work. Dr. Wagner, Professor of Sociology at Collegium Civitas in Warsaw, returns to Bauman's native Poland and recounts his childhood in an assimilated Polish-Jewish family and the school experiences shaped by anti-Semitism. Bauman's life trajectory is typical of his generation and social group: the escape from Nazi occupation and Soviet secondary education, communist engagement, enrolment in the Polish Army as a political officer, participation in WWII, and the support for the new political regime in the post-war Poland. Dr. Wagner sheds new light on Bauman's activity as a KBW political officer. His eviction in 1953 from the military ranks and his academic career reflect the dynamic context of Poland in 1950s and 1960s. His professional career in Poland was abruptly halted in 1968 by the anti-Semitic purges. Bauman became a refugee again - leaving Poland for Israel, and then settling down in Leeds in the UK in 1971. His work would flourish in Leeds, and after his retirement in 1991 he entered a period of enormous productivity which propelled him onto the international stage as one of the most widely read and influential social thinkers of our time. Vladislav Lilic is a doctoral candidate in Modern European History at Vanderbilt University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Izabela Wagner, "Bauman: A Biography" (Polity, 2020)

New Books in Jewish Studies

Play Episode Listen Later Dec 17, 2021 59:21

Global thinker, public intellectual, and world-famous theorist of ‘liquid modernity', Zygmunt Bauman (1925-2017) was a scholar who, despite forced migration, built a very successful academic career and, after retirement, became a prolific and popular writer and an intellectual talisman for young people everywhere. Izabela Wagner's Bauman: A Biography (Polity Press, 2020) is the first comprehensive biography of his life and work. Dr. Wagner, Professor of Sociology at Collegium Civitas in Warsaw, returns to Bauman's native Poland and recounts his childhood in an assimilated Polish-Jewish family and the school experiences shaped by anti-Semitism. Bauman's life trajectory is typical of his generation and social group: the escape from Nazi occupation and Soviet secondary education, communist engagement, enrolment in the Polish Army as a political officer, participation in WWII, and the support for the new political regime in the post-war Poland. Dr. Wagner sheds new light on Bauman's activity as a KBW political officer. His eviction in 1953 from the military ranks and his academic career reflect the dynamic context of Poland in 1950s and 1960s. His professional career in Poland was abruptly halted in 1968 by the anti-Semitic purges. Bauman became a refugee again - leaving Poland for Israel, and then settling down in Leeds in the UK in 1971. His work would flourish in Leeds, and after his retirement in 1991 he entered a period of enormous productivity which propelled him onto the international stage as one of the most widely read and influential social thinkers of our time. Vladislav Lilic is a doctoral candidate in Modern European History at Vanderbilt University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/jewish-studies

Izabela Wagner, "Bauman: A Biography" (Polity, 2020)

New Books in Biography

Play Episode Listen Later Dec 17, 2021 59:21

Global thinker, public intellectual, and world-famous theorist of ‘liquid modernity', Zygmunt Bauman (1925-2017) was a scholar who, despite forced migration, built a very successful academic career and, after retirement, became a prolific and popular writer and an intellectual talisman for young people everywhere. Izabela Wagner's Bauman: A Biography (Polity Press, 2020) is the first comprehensive biography of his life and work. Dr. Wagner, Professor of Sociology at Collegium Civitas in Warsaw, returns to Bauman's native Poland and recounts his childhood in an assimilated Polish-Jewish family and the school experiences shaped by anti-Semitism. Bauman's life trajectory is typical of his generation and social group: the escape from Nazi occupation and Soviet secondary education, communist engagement, enrolment in the Polish Army as a political officer, participation in WWII, and the support for the new political regime in the post-war Poland. Dr. Wagner sheds new light on Bauman's activity as a KBW political officer. His eviction in 1953 from the military ranks and his academic career reflect the dynamic context of Poland in 1950s and 1960s. His professional career in Poland was abruptly halted in 1968 by the anti-Semitic purges. Bauman became a refugee again - leaving Poland for Israel, and then settling down in Leeds in the UK in 1971. His work would flourish in Leeds, and after his retirement in 1991 he entered a period of enormous productivity which propelled him onto the international stage as one of the most widely read and influential social thinkers of our time. Vladislav Lilic is a doctoral candidate in Modern European History at Vanderbilt University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/biography

Izabela Wagner, "Bauman: A Biography" (Polity, 2020)

New Books in Eastern European Studies

Play Episode Listen Later Dec 17, 2021 59:21

Global thinker, public intellectual, and world-famous theorist of ‘liquid modernity', Zygmunt Bauman (1925-2017) was a scholar who, despite forced migration, built a very successful academic career and, after retirement, became a prolific and popular writer and an intellectual talisman for young people everywhere. Izabela Wagner's Bauman: A Biography (Polity Press, 2020) is the first comprehensive biography of his life and work. Dr. Wagner, Professor of Sociology at Collegium Civitas in Warsaw, returns to Bauman's native Poland and recounts his childhood in an assimilated Polish-Jewish family and the school experiences shaped by anti-Semitism. Bauman's life trajectory is typical of his generation and social group: the escape from Nazi occupation and Soviet secondary education, communist engagement, enrolment in the Polish Army as a political officer, participation in WWII, and the support for the new political regime in the post-war Poland. Dr. Wagner sheds new light on Bauman's activity as a KBW political officer. His eviction in 1953 from the military ranks and his academic career reflect the dynamic context of Poland in 1950s and 1960s. His professional career in Poland was abruptly halted in 1968 by the anti-Semitic purges. Bauman became a refugee again - leaving Poland for Israel, and then settling down in Leeds in the UK in 1971. His work would flourish in Leeds, and after his retirement in 1991 he entered a period of enormous productivity which propelled him onto the international stage as one of the most widely read and influential social thinkers of our time. Vladislav Lilic is a doctoral candidate in Modern European History at Vanderbilt University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/eastern-european-studies

Izabela Wagner, "Bauman: A Biography" (Polity, 2020)

New Books in History

Play Episode Listen Later Dec 17, 2021 59:21

Global thinker, public intellectual, and world-famous theorist of ‘liquid modernity', Zygmunt Bauman (1925-2017) was a scholar who, despite forced migration, built a very successful academic career and, after retirement, became a prolific and popular writer and an intellectual talisman for young people everywhere. Izabela Wagner's Bauman: A Biography (Polity Press, 2020) is the first comprehensive biography of his life and work. Dr. Wagner, Professor of Sociology at Collegium Civitas in Warsaw, returns to Bauman's native Poland and recounts his childhood in an assimilated Polish-Jewish family and the school experiences shaped by anti-Semitism. Bauman's life trajectory is typical of his generation and social group: the escape from Nazi occupation and Soviet secondary education, communist engagement, enrolment in the Polish Army as a political officer, participation in WWII, and the support for the new political regime in the post-war Poland. Dr. Wagner sheds new light on Bauman's activity as a KBW political officer. His eviction in 1953 from the military ranks and his academic career reflect the dynamic context of Poland in 1950s and 1960s. His professional career in Poland was abruptly halted in 1968 by the anti-Semitic purges. Bauman became a refugee again - leaving Poland for Israel, and then settling down in Leeds in the UK in 1971. His work would flourish in Leeds, and after his retirement in 1991 he entered a period of enormous productivity which propelled him onto the international stage as one of the most widely read and influential social thinkers of our time. Vladislav Lilic is a doctoral candidate in Modern European History at Vanderbilt University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/history

Bank M&A Forecasting for 2022 with Brady Gailey from KBW

bank forecasting gailey kbw

Play Episode Listen Later Dec 13, 2021 17:40

This week we sit down with Brady Gailey from KBW to discuss his outlook for bank M&A as we head into 2022. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees. SouthState Bank, N.A. - Member FDIC

Fuego Del Sol

AEW Unrestricted

Play Episode Listen Later Sep 9, 2021 46:01

Fuego Del Sol is officially All Elite, and explains why he thought his match on RAMPAGE was initially his swan song for AEW. He speaks to his best friend, Sammy Guevara, surprising him with his AEW contract, how he shared the news and celebrated with his family, what it meant to snap his 40-match losing streak, making a name for himself on Sammy's Vlog, and the organic growth of his homegrown popularity. Fuego shares the story behind his gimmick and mask, what it means to be Alabama's #1 Luchador, and how his backyard wrestling promotion, KBW, ultimately led him to this point in his career. Fuego also talks about learning from Cody Rhodes, Ethan Page, Lance Archer, Scorpio Sky, and Brian Cage. Plus, he reveals some of his favorite skits from Sammy's Vlog including his on-going story with Griff Garrison, and the bit with Dustin Rhodes. AEW Casino! Download it now: aewgames.com/getcasino. See omnystudio.com/listener for privacy information.

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William Hawkins: Director of Research - Europe, KBW: How insurers think: the equity analyst's view (147)

InsTech London Podcast

Play Episode Listen Later Jul 18, 2021 35:56

While insurtech, start-up funding and data and technology developments are important to all of us, we also need to understand how the major insurers make money, what their needs are from technology and how they address the challenge of change. William Hawkins, Director of Research for Europe at investment bank KBW, joins Matthew to share insights from his team's research into the mainstream world of insurance. With incumbent insurers spending an annual IT budget of $200 billion how much is earmarked for innovation, and how should a technology company attract insurers as clients? Talking points include: The basics of how insurers make money Why incumbent insurers struggle to innovate What senior executives think about insurtech MGAs and new distribution models Which emerging technologies could become the norm If you like what you're hearing, please leave us a review on whichever platform you use, or contact Matthew Grant on LinkedIn. Sign up to the InsTech London newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development - Learning Objectives InsTech London is accredited by The Chartered Insurance Institute (CII). By listening to any InsTech London podcast or reading the accompanying transcript, you can claim up to 0.5 hours towards the CII member CPD scheme. To claim 0.5 hours for this podcast, go to the Episode 147 page of the InsTech London website, or email cpd@instech.london.

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Tom Michaud // CEO of KBW // M&A and the Future of Community Banking

ceo michaud community banking kbw

Play Episode Listen Later Jun 14, 2021 23:38

This week we feature a special conversation with Tom Michaud, CEO of KBW. Under Tom's leadership, KBW has become the nation's premier investment bank to the financial services industry. The company is routinely recognized for its leadership in mergers & acquisitions, capital raising, and equity research. Tom maintains strong personal relationships with leading industry executives, policy makers, and institutional investors and has been instrumental in executing many of KBW's largest transactions. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees. SouthState Bank, N.A. - Member FDIC

Specialty Finance Turbo-Charged by FinTech

Privcap Private Equity & Real Estate Podcast

Play Episode Listen Later May 10, 2021 21:49

Three advisors to the specialty finance industry describe a private equity and M&A market driven by an expectation that financial technology innovations will transform this often-misunderstood branch of financial services. Jim Chester of KBW and Brandon Hollis and Hersh Shah of RSM give their definitions of “specialty finance” and discuss the substantial overlap with the... The post Specialty Finance Turbo-Charged by FinTech appeared first on Privcap.

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Ep. 75 - As ESG gains currency, banks need long-term focus

craft special guests gravity brewing beverage kalamazoo decatur kbw michael christensen

Play Episode Listen Later Mar 18, 2021 22:05

Banks should not fall victim to focusing on short-term results and should instead work to deliver long-term shareholder value, particularly in a world increasingly focused on ESG, according to a veteran of the investment community. In the episode, Fred Cannon, the former director of research and head of equity strategy at KBW, who will soon join the FASB, shares his views on bank stocks, how bankers should talk to investors and the threat from fintech.

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MA 210224 KBW

Inv Day

Play Episode Listen Later Mar 5, 2021 41:17

MA 210224 KBW

kbw

V 210223 KBW

Inv Day

Play Episode Listen Later Mar 5, 2021 19:23

V 210223 KBW

kbw

Episode 31 – Kalamazoo Craft Beverage Week with Special Guests Final Gravity Brewing

Michigan Brews

Play Episode Listen Later Jan 25, 2021 76:31

This week we are going to be hanging out with Dana Wagner from Discover Kalamazoo and John Liberty from West Michigan Beer Tours to talk about the 2021 Kalamazoo Craft Beverage Week (formerly known as Kalamazoo Beer Week), and how they have modified the event this year to work within the current precautions and restrictions. Kalamazoo Craft Beverage Week will be kicking off on January 29th and will run through February 6th. The event has been expanded this year to include more Kalamazoo makers, adding local distilleries and wineries to join in with the breweries and celebrate the craft beverage industry as a whole. To give us a sneak peak of this year's KBW, we are also going to be joined by Kevin and Michael Christensen, and Kevin Homan from Final Gravity Brewing! Final Gravity will have a few events taking place during KBW at their Kalamazoo location, and is also close to completing an expansion of their Decatur location, so there will be lots of cool stuff to chat about there. Grab a beer and come hang out with us!

A Week of Eye-Watering IPOs

What'd You Miss This Week

Play Episode Listen Later Dec 12, 2020 29:29

This week, Catherine Mealor, an analyst at KBW, came on to talk about what KBW's restoration index says about the road to economic recovery and how dependent it is on further fiscal stimulus. Mark Palmer, a fintech analyst at BTIG, joined to discuss how fintech companies like the Cash App are trying to ride the cryptocurrency wave. Win Thin, the global head of currency strategy at Brown Brothers Harriman, offered his outlook for global FX as emerging markets near record highs. Then Leigh Drogen, the founder and CEO of Estimize, goes through the week of eye-watering IPOs with DoorDash and Airbnb and the impact of such high retail interest in the IPOs.

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Wall Street Gears Up For Election Risk

What'd You Miss This Week

Play Episode Listen Later Sep 27, 2020 33:22

This week, Michael Purves, the founder and CEO of Tallbacken Capital, joined to talk about how a Supreme Court fight became a market event. University of Oregon economics professor Tim Duy came on to discuss the economic collateral damage of no further fiscal stimulus. J.W. Mason, Roosevelt Institute fellow and City University of New York associate economics professor, joined to explain his new study about what we can learn from the economic mobilization during World War II and how it can be applied to both the ongoing climate emergency and the coronavirus crisis. Then Chris McGratty, the Head of U.S. Bank Research at KBW, came on to talk about what is dragging regional banks down.

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The State of Bank M&A with Brady Gailey from KBW