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Charles Payne is joined by Chris Grisanti, Chief Market Strategist at MAI Capital Management, to discuss the shifting definition of value in a volatile market, why tech leaders like Microsoft and NVIDIA now trade at attractive multiples despite their growth status, and the recovery potential for traditional names like UPS and Kimberly-Clark. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Will Linssen has been ranked as World's # 1 Leadership Coach by Global Gurus (USA) and recognized as #1 Coach Trainer by Thinkers50 (UK). Furthermore, Will is a Master Certified Coach at the International Coaching Federation (ICF) and co-author of the Marshall Goldsmith Stakeholder Centered Coaching methodology. For over two decades he has been working with executive teams to measurably improve their leadership and team effectiveness. He has held several positions in general management and business management at multinational companies in Europe, North America, and Asia and he has served at the board of several multinationals in Asia. Will travels the globe training executive coaches and coaching business leaders using GCG's highly effective methodology. Clients consistently commend his results-driven personality combined with his confident, energetic, and relatable style. A good listener and problem solver with in-depth business knowledge and cross-cultural understanding, he has been recognized for his creative and analytical skills, and most of his executive clients hold international positions in a wide range of industries at Fortune 500 Cos across USA, LATAM, Europe, Asia, and Australia a.o. AON, Allianz, BAT, Bayer, Coca Cola, GSK, ING, Kimberly Clark, LG, LinkedIn, McDonalds, Novartis, Pepsi, Philips, Philip Morris, Sanofi, Standard Chartered Bank, Saudi Telecom, Saudi Institute of Public Administration, Syngenta, SC Johnson and Uber.More Info: Global Coach GroupSponsors: Become a Guest on Master Leadership Podcast: Book HereAgency Sponsorships: Book GuestsMaster Your Podcast Course: MasterYourSwagFree Coaching Session: Master Leadership 360 CoachingSupport this show http://supporter.acast.com/masterleadership. Hosted on Acast. See acast.com/privacy for more information.
Marina Franklin host a brand new Friends Like Us with Jenny Saldaña and Kimberly Clark! We spill hilarious and heartfelt dating stories, just in time for Valentine's Day! Jenny Saldaña is a writer, actress, and stand-up comedian and a Breast Cancer Rock STAR and all around hotness. She wrote, produced and starred in Happy Cancer Chick, a web series inspired by her own battle with breast cancer. She recently appeared in HBO's High Maintenance. Her video series, The Little Brown Girl Show can be found on Youtube and Facebook Live. She will be appearing as part of the Black Women In Comedy Laff Festival live show at the Grisly Pear, Desperate Digital Dating Diary Kimberly Clark: Originally from Syracuse, NY. She's been seen on Netflix's Tiffany Haddish presents: They Ready, The Late Late Show with James Corden, and Last Comic Standing. She was named one of Time Out L.A.'s Comics To Watch. Always hosted by Marina Franklin - One Hour Comedy Special: Single Black Female ( Amazon Prime, CW Network), TBS's The Last O.G, Last Week Tonight with John Oliver, Hysterical on FX, The Movie Trainwreck, Louie Season V, The Jim Gaffigan Show, Conan O'Brien, Stephen Colbert, HBO's Crashing, and The Breaks with Michelle Wolf. Writer for HBO's 'Divorce' and the new Tracy Morgan show on Paramount Plus: 'Crutch
Maria Molland is former CEO and Board Member of Thinx, the feminine hygiene company, acquired by Kimberly Clark. She is an Executive in Residence at Frazier Healthcare Partners. Tune in to hear Maria's thoughts on: Her first days as CEO (01:15) Lessons from her 90-day plan as a new CEO (05:37) Making the case for HR investment early on (10:54) Where the board misallocated investment when scaling (16:35) A framework for deciding where to invest (20:09) The trade-offs of taking capital from a strategic partner (23:08) The benefits of having someone with the CEO's ear (28:54) What surprised Maria most on the path to exit (30:58)⚡The Lightning Round ⚡(34:18)Host: Oliver Cummings Producer: Will Felton Editor: Penelope Coumau Music: Kate Mac Audio: Nick Kold Email: podcast@nurole.com Web: https://www.nurole.com/nurole-podcast-enter-the-boardroom
Depotwechsel-Aktion Consorsbank*: https://www.consorsbank.de/web/Wertpapierhandel/DepotwechselHistorische Kaufchance bei einem Dividendenkönig? | Kimberly-Clark im CheckPayPal, Novo Nordisk, Alphabet – die Berichtssaison liefert aktuell jede Menge Schlagzeilen.Doch in dieser Folge richten wir den Fokus bewusst auf einen ganz anderen Typ Aktie:einen echten Dividendenkönig mit über 50 Jahren steigender Dividende und einer aktuellen Dividendenrendite von über 5 %.Kimberly-Clark gehört zu den klassischen Konsumgüter-Giganten. Marken wie Huggies, Kleenex oder Cottonelle begleiten Millionen Menschen jeden Tag – unabhängig von Konjunktur oder Börsenstimmung. Trotzdem steht die Aktie seit Jahren unter Druck.In dieser Folge analysieren wir:warum die Aktie so stark gefallen istwelche Chancen sich aus der aktuellen Bewertung ergebenwelche Risiken Anleger unbedingt kennen solltenund für welchen Anlegertyp Kimberly-Clark überhaupt geeignet ist
Rachel Knutton, founder and CEO of Alluvia Studio, shares how a 30-year healthcare journey—from hospital marketing and public relations (PR) at HCA Healthcare to medical device commercialization, product launches, and sales—shaped her belief that everything in MedTech ultimately comes down to storytelling. Rachel explains how her “been there” experience in hospitals, cases, and value analysis environments helps her create messaging that's compelling, compliant, and built to endure. She also opens up about becoming an “accidental entrepreneur,” discovering unexpected fulfillment in leading people, and building an agency culture grounded in authenticity, humor, and joy. Guest links: www.alluviastudio.com | www.linkedin.com/rachelknutton | www.linkedin.com/alluviastudio Charity supported: Sleep in Heavenly Peace Interested in being a guest on the show or have feedback to share? Email us at theleadingdifference@velentium.com. PRODUCTION CREDITS Host & Editor: Lindsey Dinneen Producer: Velentium Medical EPISODE TRANSCRIPT Episode 073 - Rachel Knutton [00:00:00] Lindsey Dinneen: Hi, I'm Lindsey and I'm talking with MedTech industry leaders on how they change lives for a better world. [00:00:09] Diane Bouis: The inventions and technologies are fascinating and so are the people who work with them. [00:00:15] Frank Jaskulke: There was a period of time where I realized, fundamentally, my job was to go hang out with really smart people that are saving lives and then do work that would help them save more lives. [00:00:28] Diane Bouis: I got into the business to save lives and it is incredibly motivating to work with people who are in that same business, saving or improving lives. [00:00:38] Duane Mancini: What better industry than where I get to wake up every day and just save people's lives. [00:00:42] Lindsey Dinneen: These are extraordinary people doing extraordinary work, and this is The Leading Difference. Hello, and welcome back to another episode of The Leading Difference podcast. I'm your host, Lindsey, and today I'm delighted to welcome Rachel Knutton. Rachel is founder and CEO of Alluvia Studio, a strategic medtech marketing agency based in Tennessee that supports some of the largest medtech brands in the world. Her experience in healthcare spans 30 years, including hospital marketing and PR for HCA Healthcare, as well as various roles in medical device commercialization, sales and marketing. Right. Well, welcome to the show, Rachel. It's so nice to you for having me. Of course. I would love if you would start off by just, uh, telling us a little bit about yourself, your background and what led you to medtech. [00:01:36] Rachel Knutton: Yeah, so I actually have a pretty interesting background and I bet I'll cover a little bit more of it as we go through the discussion, but currently I have an MedTech marketing agency. We have 16 employees. been in business technically since 2011, so 14 years. And just really focused on this industry. My path to getting into MedTech actually came through HCA Healthcare. I started working in hospital world back in 1996. And actually it was accidental. I, you know, I was pretty new outta school, a couple years outta school and I'd answered an ad and I dove right into a really exciting world. It's, you know, of course headquartered here in Nashville. Learned all about hospitals. I supported I think eight different hospitals at that time that were in region, the Nashville region, doing marketing and public relations, walked into my first open heart surgery case, helped feed employees at midnight, handled all kinds of interesting PR events because we're hearing Nashville, a lot of country music stars might get hospitalized. And I did that for about 10 years. And then I ended up moving into devices a recruiter, and it's when Kimberly Clark Healthcare had gone into the medical devices arena through the purchase of Ballard. so honestly I really didn't know much about it. But I had, you know, I did have my MBA, I had been working in healthcare, which sort of met the qualifications at that time. And I got a early start in marcom. Learned so much, got back into the hospital through that role from the other side of the coin and I had the chance to do product management, launch a product, and then I moved into sales and sold the product a whole bag and then got back into the hospital, you know, working through the whole value EIS ecosystem and working with physicians and being in cases. So it's been a very interesting path for sure. [00:03:37] Lindsey Dinneen: Yeah. Yeah. Thank you for sharing that. And so I'm curious about a lot of things, but I'll start with this. So what do you find are some of the differences and similarities between marketing and PR for the hospital side of things versus the device side of things? [00:03:55] Rachel Knutton: I mean, certainly I think PR piece is a much bigger aspect, the community aspect. Um. Every hospital is such an important part of the community. So there's a heavy weight there on that. And then of course, the regional aspect of it. So whereas in the device world, you know, all targeting like very large geographies, maybe either the US or outside of the US. And so in the hospital world, that tends to be more regionalized. I would say. That's like one of the big differences for sure. And then honestly, hospital world, it's more business to consumer. is a lot of physician related marketing as you're trying to drive preference to, you know, using your hospital for surgeries or trying to recruit physicians, but it's a lot more B2C in the, medtech world. world. [00:04:44] Lindsey Dinneen: Yeah. Yeah. So, okay, so you mentioned know, you responded to an an ad and that led you to was sort of like, well, a say, um, synergy, whatever you wanna say. that was was marketing and communications something that you always had a passion for or what led you to kind of pursue that? [00:05:05] Rachel Knutton: Yeah. Well actually I was a little bit more of a writer. would say telling stories is origin story. So I wanted to work in magazines. This is back when we still did print and newspapers and things like that. And always wanted to work in the magazine um, industry and I, and it started out writing for a business magazine. Started working for an agency for Ford, doing writing for a sales focused magazine. And so it just sort of morphed into that. I would say in the marketing and PR world, we were telling stories about patient stories, pitching those to newspapers. We were telling stories about physicians doing new types of procedures employees, you know, trying to promote them within the hospital world. That's also important to that ecosystem. And so I think that's kind of where that transition happened. And I would say that's still what I do today. So it's taken a lot of different forms and product management and working in Excel files and figuring out demand forecast isn't really about telling stories what it is, right? Everything is about telling a story in the end. [00:06:06] Lindsey Dinneen: Yeah. Yeah. So it sounds like you have the strategist side, the analytical side, and the creative side, which doesn't always, you know, align. And so tell us a little bit about your approach maybe to, say, there's a client of yours that is interested in bringing a product to market, and story tell to help them achieve their goals, and within compliance, because obviously that's a component. [00:06:35] Rachel Knutton: yeah, I mean, that's certainly in our industry, you know, figuring out are the guardrails. course in marketing, I always think, you know, we, know the rules. But we're also going to make sure that we're not self-limiting within those rules. So I let the regulatory people and the legal people push back. But I know what not to risk, right? So I think one of the things that's very helpful is having sold devices, having launched devices myself, having worked in the hospital system, I spent a lot of time on the floors watching how devices are used. I spent time in ICU collecting data. I think really having been part of that environment helps feed the story building process. It's almost like a natural part of what goes into building that story. So because of that experience, because I've walked those halls, I've been in those shoes, I kind of know what some of those limitations are and that just automatically configures into the storytelling process. I know what the product managers are up against when they're trying to launch a product. And theoretically, I should know the right questions to ask and how they got to the product that they have today and how they've, you know, customer feedback has fed into that. And then how do we take that and make sure that the messaging meets the same requirements? Like you have a, you know, you have design requirements, well, your messaging should have the same requirements and achieve a goal. So I think that's the analytical side is making sure, does the message achieve the goal? Are we being very committed to what's the business objective? How is the marketing objective supporting that? And then is the, how is the messaging fitting into that? I think that's a very important part of the discipline. We also are very familiar with, you know, claims matrices and the importance of having, you know, data and research to support claims. And so kind of knowing that framework, I think is helpful when you're building messaging because helps you think through like, okay, here's how the client is going to need to organize the messaging. Here's how they're gonna have to reuse the messaging. You know, how can we be very consistent in how we roll that out so they're not having to go back through and through their approval process every time. It's really important part of the discipline in the medtech world that we have to deal with that industries as well, of course, but it's certainly very important in ours. [00:09:01] Lindsey Dinneen: Yeah. Yeah. I, I really appreciate that insight and I think, you know, it's so interesting to see-- you're totally speaking my language about the consistency of, it's something I've, I've preached so much is you have to be consistent with your messaging and your branding. And it's not like everyone has to have the same cookie cutter language, but when you're aligned, that really translates. [00:09:25] Rachel Knutton: And it works. this is, you know, I, think this is a little bit of a, it's not a pet peeve, it's a passion project rather of mine is to get people to be consistent because I think what happens is internally, people get tired very quickly of their messaging or their creative. And I do think you need creative variability. We know with AI you need some of that, like that's gonna be important. But probably your customer, your target audience isn't tired of it and they might not have even seen it yet. And it's that very old, like nine times someone has to hear a message. And so my favorite clients are the ones that work very hard to get the messaging right in the first place. They go through the discipline process of doing it, knowing why we're doing it, getting full buy-in from an extended team, and then just keep with it, with some obviously refinement and tweaking when you get customer feedback. But you know, sadly, I'm sure we've all had this instance where it's like, "Oh, Dr. like this ad. We need a new ad campaign." And it's like, "Well, that's okay. I'm really glad he noticed it." You know? That's all right. That, might be okay. So, it, I think that the best companies are consistent and, you know, one of our clients is um, intuitive Surgical, and one of the things that we see is like, of course there's fresh creative. Of course there's brand evolution, but the overall message is very consistent and that's, it's fun to see how fruitful that consistency has been for them. [00:11:06] Lindsey Dinneen: Yeah, absolutely. Love that. So you worked for other companies and then you took a leap and became an entrepreneur and a leader of your business. What was that like? Were you prepared, so to speak? I'm not sure anyone's actually prepared to be an entrepreneur, but you know, how did that go for you? [00:11:24] Rachel Knutton: Yeah. was certainly an accidental entrepreneur. Some lifestyle choices, particularly marrying someone in the military at the time when we didn't do Zoom calls forced me to look at my career path and go, you know what? I'm not gonna climb the corporate career ladder moving. At that time, it wasn't a thing. And I thought, you know, I'm gonna need to do consulting in order to, you know, support family and then keep my business going. So I had lifestyle reasons that I became an entrepreneur and wasn't really sure how it was gonna work out, to be perfectly honest with you. And, you know, felt like a lot of people say, "Well, I'm consulting," which just means they don't have a job right now. And I, I know, you know, nothing bad about saying that, that can be very true, but for me, I was like, this is actually something I'm gonna need to do. And I did it as a as a solo consultant for several years, and then when I, we finally settled down and stopped moving said, "Well, it's time for me to get some help." The thing that was really interesting to me is I never really wanted to manage people even when I was in the corporate world, I just wanted to do great work. I wanted to, you know, I, felt like people slowed me down. You know, I just, I'm like, "Just let me go. I'm a star player." And it was really nothing that I was interested in at all. And now I have, you know, all these employees and I spend a very large portion of my time managing people. And the thing that has been so surprising is how gratifying that is, how fulfilling it is. One, to, you know, go beyond your comfort zone and find, I've learned so much. I've made a lot of mistakes. I've thought about other leaders that I've been lucky to work with in the past and follow what they do. And maybe some people who had some tendencies that I try not to do or I'll check myself and go, "Oh, am I, you know, am I doing that?" But I think managing team, developing people is the most exciting piece of it. always loved helping clients, so as I started out in this venture, I had a couple of offers to go work full time for those clients, but at that point I had been helping a few people and I was like, "Well, I can't say no to to the guy at this company, I can't say no to her because she needs my help. And if I have a full-time job, I'm not gonna be able to do that." So I really just wanted to help as many people as possible and I felt like owning my own business will allow me to do that. Now that I have a team, we are able to help so many more people and that is really gratifying. The other thing is. Where I am, my community is outside of Nashville and we're a micropolitan, which means we're kind of just far away for our commute to Nashville to be impractical. We have a local university here, and so one of the things I wanna do early on was work with the local university talent for people who wanna stay in this upper Cumberland area and have a great profession. And it's somewhat limited still. It is growing, but there's not a lot of big corporate jobs. So what I love to do is I bring that corporate experience into my small business in terms of professional development, evaluations, how we coach people. And then I try to get rid of all this stuff that I didn't really care about working in the corporate land, you know, and increased flexibility. Let's not have politics and things like that, and so that people can just grow and flourish. And so it is, I'm very passionate about it. I love helping clients and I love helping my team, and so it's really like the best of both worlds for me. [00:14:58] Lindsey Dinneen: Yeah. Excellent. So you have an interesting name for your company and I would love if you would share a little bit what led to that? [00:15:07] Rachel Knutton: Yeah. Thank you for asking about that, actually. So when I was the first name for my company was called Good Day Marketing, and when I realized I was really going to stay in medtech, at that time when I launched it, I was like, well, maybe I won't do medtech. Maybe I'll just do other marketing. I was like, "Well, medtech is where people want me. This is what I know. I have expertise. This is where I need to be." It made a lot of sense. I was like, okay, I need to rebrand, and I had gone through a period of testing. And so I'm a Christian and I'm familiar with scripture. You know, where you're like, you get refined in the fire, you're refined like silver and like gold. And I was like, "Okay, I need to have something about gold." And I discovered there's a type of gold called alluvial gold. And it's the kind of gold that you find in riverbeds. And soil in uh, riverbed is very, very rich because you have so much, you know, marine life and you know, plant life flowing over it, but then there's gold deposited there, and I was like, "That's we do, right?" Like when we're working with medtech companies, there's so much rich content, there's so much intelligence and innovation baked into what they're doing. Our job though, is to find the pieces of gold that will really help them tell that story and distill that, right? And like purify it. And it goes through a refining process to make sure the message is really clear. leave the extra behind. And then once we get it into a good spot, we shine it and we just like make the best part of that messaging, pull that forward. So it just made a lot of sense for the agency to be called Alluvia Studio. [00:16:42] Lindsey Dinneen: That's, that's perfect. That's such a great story too. I love the intentionality behind it and the thought process of it. Um. So yeah, so you have some core values with the company, and I'm assuming this also derives from yourself, and three me were the values of authenticity, joy, and humor. Can you speak to those and how you came up with that? [00:17:06] Rachel Knutton: Sure. Well, authenticity is, I, I just can't not be authentic. So one of the things you and I had talked about before is, I have a hard time talking about myself. just am naturally a little bit humble and I have to ask other people to tell me what I'm good at, right? And they're like, "Well, such a thought leader. You know what this industry so well, you're so great at telling this story." And I think just being able to say, "Hey, I don't know how to frame myself is something that's just innate to me." [00:17:40] Lindsey Dinneen: Hmm. [00:17:42] Rachel Knutton: I think I wanna work that way with people. It means that if you need to have a tough conversation with a client, you can have it. something doesn't feel right, I wanna pick up the phone and say, "Hey, this didn't feel right to me. I don't like how this conversation went. I don't like how this project's going 'cause I don't, I sense that you're dissatisfied, I wanna talk about it, I wanna understand it." from the client side, that's how authenticity works. And then with my team as well. So, for me, their personal lives are very important. I know we all bring our personal life into our work. If we say that we don't, we're lying. And so I ask that, you know, if someone's having a rough day or going through something as much as they're comfortable, at least just let us know so that other people aren't impacted by maybe, you know, a down day or, or take it personally because you know how we all do that, right? We read into it, go, "Oh, did I do something to upset them?" "No, I'm just, I'm not here today." And so I just think it's really important one, and I want people to feel comfortable with them, to feel themselves. And I think it helps with like diverse perspectives well. And then fun. So like humor, fun to me are lumped together and I just think when you have fun at work, you do your best work. And reminded of a couple of stories with our clients. So a lot of times we think in medtech, like everything's so serious. Everything, you know, and it is, it's a serious business. We're doing important things. There's nothing flip about what we do. However, we're all human beings. And we all need to have fun while we're working together. So we like our clients to have fun working with us, and I like sharing things that are fun about me. I had someone just this week who is from a very high level financial position in a big company comment that he loved that I had a roller skater in my LinkedIn profile. Now, I never would've thought that, right? I never thought that person would have really appreciated that, but that just goes to show that we all need to have fun. And even if we're working hard, we just like work hard, play hard, like let's just, and when we're stressed, let's just laugh it off and keep going. [00:19:58] Lindsey Dinneen: Yeah, and the joy aspect, just curious because that is, uh, the huge core value of mine, and so I would just love to hear your take on it. [00:20:06] Rachel Knutton: It is my purpose life. I have identified that. I got go through a leadership development class about 20 years ago with Kimberly Clark, and we identified our purpose, and bringing joy into other people's lives was mine and what that means for me-- it is funny, early on in my career I, didn't think I was gonna work in medtech. I thought it was more in like hospitality, tourism, something, you know, that's fun, you know, obvious fun. But what I really realized is that joy, um, joy comes from completing a project, feeling very good about what you do. We are often a very important part when people are presenting about themselves. So they do a lot of presentations. They're presenting to their boss or to a board. We wanna make them look good. We wanna make them feel very confident and relieving that stress is a joyful experience for them. So for me it's very personal. know, as much as we can, we want to help them feel that and experience that, and that comes down to how we communicate with them. You know, let's laugh a little bit. Our job is to look good. We, this business is not about Alluvia. This business is about you, and we are here to be a partner with you in that process. [00:21:29] Lindsey Dinneen: Yeah. Oh my goodness. Yes. That resonates very much. Um, yeah, so, you know, you've you've had an amazing career and you've worked, like you said, on the hospital side, you have had the device side and now your own business. Are there any moments along your journey that really stand out as affirming to you that "Yes, I'm in the right place at the right time?" [00:21:52] Rachel Knutton: Definitely. When I started my consulting business, I wasn't sure that I was going to be in medtech. So I had been in the hospital world for about 10 years and I had been in medtech for about 10 years, and I thought, "Well, am I supposed to be doing something different?" You know, that's that's a nice time to like, and my relationships and my reputation drew me back in. So it was almost one of those like. I'm meant to be here because I do have the experience that people value and I do have a way of thinking that's very helpful for people and it's a unique perspective that help. And so through my consulting business, I ended up launching two more products through very large publicly traded companies. And I thought, "Well, okay, obviously I'm supposed to be doing this." [00:22:48] Lindsey Dinneen: Yeah. Yeah. Excellent. Yes, and I think makes sense too because it's, it's also rather niche, you know? So, so having the skill sets really play a good part into-- it's, it's-- basically what I'm trying to get at is it's not an necessarily an easy path. So it's helpful to have had that background to, you know, you've got the communications and the marketing, but also the nitty gritty of, you know, I remember when I first joined, you know, somebody would say a sentence and it was like, half of it was acronyms and it was, it's just such a steep learning curve, [00:23:21] Rachel Knutton: Yeah. Mm-hmm. [00:23:21] Lindsey Dinneen: Yeah. [00:23:22] Rachel Knutton: It's, it really, and it still is. I mean, there's no way to know about every specialty in the world or all of the, you know, technical or clinical issues that our clients customers need to deal with. But being able to figure out which parts you need to understand and which you don't, I think is good. Like, what do you need to filter? do you really need to go in order to help them communicate their message is. Is helpful. And I think having that experience does provide that filter. And you know, it's funny because I was thinking about your podcast and I love what you're doing with it. Like I love that you're trying to shine a light on our community and it is about so many people trying to help people and save lives. And yes, I mean, I work so heavily with the investor community and startup community that sometimes it starts to feel a lot like it's about money. think money follows great ideas, right? Because there's an economic value to an innovation that's gonna save our healthcare system money, save lives and outcomes and, things like that. So I think it's all important. One of the things that I've thought about though is. Our unique position is we help people that help people save lives. So, you know, we are not on the frontline innovating new devices. We are not really on the frontline working with the patients. But if they don't tell their story, if there's not awareness of their solution, if it's not implemented correctly-- we think, I think a lot about that at the at the sales level, having been in, in those shoes-- if those things aren't done correctly, then the patient's not gonna be helped and making sure that we make that as easy as possible. people don't really wanna think about marketing, right? Like they wanna think about the clinical aspect. They wanna think about the innovation and the know, technical issues that they need to solve. And new product development, but the marketing piece is really important. All [00:25:28] Lindsey Dinneen: Yeah. Yeah, and it's just a fun, well, it's really a special role to play, I think. And I've always felt really grateful for that because, right, if somebody doesn't know that it exists, then they can't buy it. And so even though my role is small in comparison to maybe the scientists and the engineers and everything like that, I still get to play a part, and I think that's just delightful. Yeah. [00:25:55] Rachel Knutton: Yeah. Yeah, it really is. And it's really helpful too. So, you know, running an agency, I have a lot of creative people. Well, in our industry, we don't get to be quite as creative as other industries, right? Because as you mentioned, you know, we have regulatory reasons and it's a slightly more conservative industry for sure and should be. We're always looking to figure out how do we inject that joy? How do we inject that fun and authenticity into something that still feels as professional, as innovative, and as buttoned up the product is, as the quality process has been, as the clinical study has been, but still, how do we have a unique voice within that? And so that's really helpful with my creative team too, to say, right, like our guy boundaries are a little bit different, but what we're doing is so much more important than selling a consumer product. Maybe like a luxury item or jewelry or marketing a, I don't know, something sexier, you know, like a vacation. I don't know. To me that'd be like the ultimate, send me around the world and have me market a travel. That'd be very good. [00:27:05] Lindsey Dinneen: You go. [00:27:06] Rachel Knutton: But at the end of the day, like it, it's making a really big impact and I think that's really helpful to help people in that. We're always looking for ways to try to get that experience. Like I'm always looking for ways to get experience from my team to be able to do that. I think that's probably my next big goal is like, how do I get them into the hospital? How do I expose them to what the day-to-day life is of a sales rep? You know? think that's really important in our industry to have some sort of exposure to feed on the streets in the hospital setting, how it works, what the sales rep has to go through to get the product implemented, how long it takes for it to actually succeed, right? Because it's not just one sale, it is a long process, a long journey, and an ongoing journey to make sure that that it sticks and that people understand how to use it. And I think having that like empathy or at least point of view can be really helpful to anyone marketing in our industry. [00:28:10] Lindsey Dinneen: Yeah. Yeah. I I really like that. That's, that would be a really helpful thing for anyone, especially if they're newer to the industry, to have that sort of boots on the ground, this is what it's actually like, kind of experience. [00:28:24] Rachel Knutton: Yeah. [00:28:25] Lindsey Dinneen: So, okay, so pivoting the conversation just for fun. Imagine that you were to be offered a million dollars to teach a masterclass on anything you want. It could be within your industry, doesn't have to be, what would you choose to teach? [00:28:39] Rachel Knutton: I think it would really be about this, like how to find joy. Like how to find joy in everything. You know, how do you cultivate a joyful outlook on life so that even when you're sitting in traffic or doing something you don't really love to do, how can you integrate that? You know, I think that one thing that's really important to me is my faith. So my values, I'm, Christian, and I really believe the only true joy that we have is when we have a relationship with Jesus Christ. And so that's not part of my business, that's part of my life mantra, but like if I could help people get to the real joy, that would be like the ultimate goal, right? If I can't get them there, if I can get them to, you know, experience joy in the day to day or experience joy in their trials, think that would be something worth, I'd do it for free. I don't even need a million dollars. a million dollars would be great. [00:29:34] Lindsey Dinneen: Yeah. Right. Excellent. Excellent. Yes. Okay. And then how do you wish to be remembered after you leave this world? [00:29:43] Rachel Knutton: I think it's that point I just made there, right, is that, maybe, I mean, it's so cliche, but I left things better than I found them. I left people better than I found them. And, you know, and ultimately, you know, if I lead them to Jesus, that is like the ultimate goal for me as a Christian. So for me, that would be a metric that if it was, you know, one person, if it was 1 million people, it doesn't matter. That's the goal. [00:30:13] Lindsey Dinneen: Yeah. Yeah. And then final question, what is one thing that makes you smile every time you see or think about it? [00:30:22] Rachel Knutton: It is my business. It really is. I mean, okay, obviously my family and my pets and things like that, but I really love coming to the office. This, we have our own building. Every time I come here, my spirits are lifted. I love seeing my team members and I love working with the clients and just hearing from them and building those relationships. Everything about this is so deeply personal to me that the money piece of it is like the very last thing that I think about. It's the last way that I run my business. It's the last way that I measure success. It's the last way I hire. It is really just follows that, that positive feeling of making an impact and having fun. I, it's just, I know it sounds crazy. We keep saying that, but I think it's really fun to do what I do. I'm [00:31:18] Lindsey Dinneen: Yeah. I love that answer. That's that's wonderful. And it, I think that's one of those affirmations that yeah, you are in the right place at the right time because you're having fun and you're joyful. I love that. [00:31:30] Rachel Knutton: Sometimes it's temping to work from home, and then I work from home, and then I come to the office. I'm like, "Why did I wanna work from home? It's so much lighter here. We have a disco ball here and I don't have a disco ball at home." [00:31:40] Lindsey Dinneen: Oh. Brilliant. I love it. Oh my goodness. Well, this has been such a fantastic conversation, Rachel. I so appreciate you and your time today, and I love the way that you bring joy and fun into medtech and into the lives of the people that you touch. And we're excited to be making a donation on your behalf, as a thank you for your time today, to Sleep in Heavenly Peace, which provides beds for children who don't have any in the United States. So thank you for choosing that charity to support. Again, thank you so much for everything you're doing to change lives for a better world. [00:32:18] Rachel Knutton: Thank you. This is a great interview, so I appreciate it. You made it easy. [00:32:23] Lindsey Dinneen: So glad to hear that. Alright, well thank you so much again, and thank you also to our listeners for tuning in and if you're feeling as inspired as I am right now, I'd love it if you'd share this episode with a colleague or two and we'll catch you next time. [00:32:40] Dan Purvis: The Leading Difference is brought to you by Velentium Medical. Velentium Medical is a full service CDMO, serving medtech clients worldwide to securely design, manufacture, and test class two and class three medical devices. Velentium Medical's four units include research and development-- pairing electronic and mechanical design, embedded firmware, mobile app development, and cloud systems with the human factor studies and systems engineering necessary to streamline medical device regulatory approval; contract manufacturing-- building medical products at the prototype, clinical, and commercial levels in the US, as well as in low cost regions in 1345 certified and FDA registered Class VII clean rooms; cybersecurity-- generating the 12 cybersecurity design artifacts required for FDA submission; and automated test systems, assuring that every device produced is exactly the same as the device that was approved. Visit VelentiumMedical.com to explore how we can work together to change lives for a better world.
My guest today is Maria Del Rio, Chief Marketing Officer at DNA Vibe. She is a builder, a scaler, and a leader who's been in the arena for over 25 years, shaping brands, launching growth engines, and helping companies move from interesting idea to real market impact. At DNA Vibe, Maria is steering brand creative and growth as the company expands across wellness, performance, and health tech. Before that, she was CMO at Chromatic Technologies, and earlier in her career, she helped drive global brand powerhouses at Procter & Gamble, Coca-Cola, Kimberly-Clark, and Molson Coors. She's seen marketing at every altitude. From scrappy scale-ups to Fortune 500 giants, from early-stage chaos to enterprise precision. And she knows exactly what it takes to build brands that actually move people and generate revenue.
You all have been asking for Kimberly Clark for a long time! We talk about performing on late night. Being labeled dry by our peers. Kimberly's famous cousins. Growing up in Syracuse, and so much more! Northern Idaho January 23 and 24Mandal Special Taping February 7,8 Isola Laughs Seattle February 20 and 21 Hosted on Acast. See acast.com/privacy for more information.
Where is Surf Lakes now? According to the company, eight live-wire projects are being developed across several countries. The company relocated its financial headquarters from Australia to the USA in 2024. In 2025, it went full throttle, with an investment agreement with US Capital Global Partners and the appointment of Troy Warfield as CEO. Troy is kind of a business superman, with experience at British Airways, Avis Car Rental, Kimberly-Clark, Topgolf, and other familiar names. This business boullabaise of experience at successful, unrelated to surfing companies around the world, is a good thing as the wave pool industry finds its feet. Drawing from other business wins is what will ensure longevity and success in the space. Join us for some lessons with Troy as he steers the company into the future.
En la edición de hoy del Radar Empresarial, la atención se centra en una sola protagonista: Johnson & Johnson. La compañía ha alcanzado una capitalización bursátil cercana a los 500.000 millones de dólares, culminando uno de los periodos más favorables de su historia reciente. Sus acciones acumulan una subida del 42% en lo que va de año, y noviembre no ha hecho más que reforzar esta tendencia positiva. La empresa encadena 13 sesiones consecutivas al alza, la racha más prolongada de su trayectoria, y solo en este mes sus títulos avanzan un 9,9%, un ritmo que no se veía desde 2020. Detrás de este impulso se encuentra, en gran medida, su intensa estrategia de adquisiciones. A comienzos de año, Johnson & Johnson cerró un acuerdo para comprar Intra-Cellular Therapies, fabricante especializado en tratamientos neurológicos, en una operación valorada en más de 14.000 millones de dólares, la cuarta compra más relevante en su historia. Con este movimiento, la empresa buscaba reforzar su división de fármacos y dispositivos médicos tras la separación, en 2023, de su negocio de Consumer Health. Esta escisión dio origen a la empresa independiente Kenvue, que también ha sido noticia recientemente después de que Kimberly-Clark haya pactado su adquisición por casi 50.000 millones de dólares. Esta desinversión permite a Johnson & Johnson no solo obtener una cantidad significativa de recursos, sino también consolidar la estrategia que tan buenos resultados le está proporcionando: concentrarse en la farmacéutica avanzada y las tecnologías médicas. En esa misma línea, este mes anunció la compra de Halda Therapeutics, un laboratorio centrado en terapias contra tumores sólidos, lo que refuerza su catálogo oncológico y abre nuevas oportunidades de crecimiento para los próximos años. Las previsiones internas de la compañía sugieren que el impulso continuará. Johnson & Johnson estima un aumento operativo de las ventas de entre el 4,8% y el 5,3% en 2025, y anticipa que en 2026 los ingresos crecerán por encima del 5%. Además, destaca por su rápida alineación con la nueva administración estadounidense, al anunciar un plan de inversiones de 50.000 millones de dólares en Estados Unidos para los próximos cuatro años.
The latest episode of edie's Sustainability Uncovered podcast is streaming now. Join the award-winning edie team for new and exclusive discussions about the solutions which businesses are using to decarbonise their operations and supply chains. Hosted shortly after the end of the UN's COP30 climate summit in Brazil, this episode focuses on the ways in which businesses are driving the energy transition on the ground. We look at whether green hydrogen really is a silver bullet for low-carbon manufacturing, and what is needed to accelerate the energy transition at industrial clusters across the world. Your edie hosts are content editor Sarah George and senior reporter Sidhi Mittal. Our special guests this episode are: - Oriol Margó, sustainability leader at Kimberly-Clark. - Faustine Delasalle, CEO of the Mission Possible Partnership (MPP) and Industrial Transition Accelerator (ITA). Sustainability Uncovered uncovers some of the most inspiring and insightful sustainability and climate action stories from across the globe. The show features leader interviews, need-to-know round-ups, listener quizzes and more – all wrapped up into monthly episodes. Whether you're a business leader, climate expert, environmental professional, youth activist, or just have a passion for all things green – this podcast is for you! Say hello: podcast@fav-house.com
David Clement is bullish on Kimberly-Clark (KMB) acquiring Kenvue (KVUE), citing continued consumer access to basic goods despite tariff worries, and competition against other giants like Procter & Gamble (PG). He covers potential regulatory concerns around the merger, as well as what the “synergies” could look like. “The merged company is just more resilient,” he argues. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing.________Consumer staples look reliable with strong brands, steady cash flow, and good yields. But dividends can't outrun revenue forever, and across this sector the growth engine has stalled.In this episode, Greg begins with a quick recap of how 2025 has unfolded so far, highlighting strong income growth for the model portfolio, a handful of growth names driving market performance, and value strategies continuing to lag. From that backdrop, he digs into the disconnect between the appearance of safety in consumer staples and the underlying fundamentals that truly support dividend growth. Using Kimberly-Clark ($KMB), General Mills ($GIS), Colgate ($CL), Procter & Gamble ($PG), and Church & Dwight ($CHD) as case studies, Greg shows how companies with high ROIC and defensive business models can still become no-growth traps. These companies were once consistent outperformers with impressive dividend histories, but the economy evolves and so have their growth profiles. Topics Covered:03:05 – Comparing dividend growth to the S&P 50005:43 – Investing styles cycle and chasing rarely works07:07 – Surface numbers can be misleading11:00 – Kimberly-Clark: attractive metrics masking zero growth16:42 – General Mills: high yield but barely growing18:36 – Colgate: excellent margins, slow dividend progression19:58 – Procter & Gamble: financial strength, but limited growth21:03 – Church & Dwight: a past outlier that doesn't meet our targets23:57 – Kimberly-Clark's planned Kenvue acquisition29:36 – The mosaic of evidence investors should pay attention to Have questions or want a second opinion on your dividend strategy?Email us anytime at dcm.team@growmydollar.com for a free portfolio review and ongoing dividend insights.Send us a textDisclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X
This Day in Legal History: US Capitol OpensOn November 17, 1800, the United States Congress convened for the first time in the new Capitol building in Washington, D.C., marking a foundational moment in American legal and political history. The relocation came after a decade of Congress meeting in temporary quarters, most recently in Philadelphia, as the young republic grappled with questions of permanence and national identity. Washington, D.C. had been selected as the capital through the Residence Act of 1790, a political compromise that helped balance regional power between North and South. By 1800, the city remained largely undeveloped, and the Capitol itself was still under construction—only the north wing was usable.Despite its incomplete state, the Capitol's occupation by Congress signaled the institutional maturity of the federal government. It gave physical shape to the separation of powers by housing the legislative branch in its own dedicated space, distinct from the executive and judiciary. This move also underscored the federal character of the American system, establishing a neutral location not belonging to any one state. John Adams, still president at the time, had moved into the President's House (now the White House) just weeks earlier, completing the federal trifecta.The decision to proceed with the session in an unfinished building reflected a commitment to constitutional governance and the rule of law, even in the face of logistical and environmental hardships. Lawmakers contended with the muddy streets and sparse accommodations of the nascent city, yet their presence inaugurated what would become one of the most symbolically and functionally important legislative chambers in the world. This moment laid the groundwork for Washington, D.C. to become not only the seat of American government but a focal point for legal development, political conflict, and democratic debate for centuries to come.More than 500 lawsuits alleging that Tylenol use during pregnancy causes autism in children may be revived, as the U.S. Court of Appeals for the Second Circuit prepares to hear arguments from plaintiffs challenging a 2024 dismissal of their cases. A lower court had rejected the claims after finding that the plaintiffs' expert testimony lacked scientific rigor, a conclusion supported by Tylenol maker Kenvue. The plaintiffs argue the judge mischaracterized their experts' findings and are citing public support from President Trump and health officials, who linked autism to Tylenol use during a September 2025 press conference.Scientific consensus continues to hold that no definitive link exists between acetaminophen (the active ingredient in Tylenol) and autism, a position echoed by Kenvue. The company is also facing a separate suit from Texas Attorney General Ken Paxton, who accuses Kenvue of concealing risks to children, though a Texas judge recently denied Paxton's efforts to halt a $398 million shareholder dividend and restrict Tylenol marketing. Meanwhile, it remains uncertain whether the appeal will impact Kimberly-Clark's pending $40 billion acquisition of Kenvue, though both companies have indicated that litigation over autism claims won't derail the deal.US appeals court to weigh reviving cases over Tylenol and autism | ReutersGupta Wessler, a boutique appellate firm in Washington, D.C., known for its U.S. Supreme Court advocacy on behalf of plaintiffs, has hired Matthew Guarnieri, a former assistant to the U.S. solicitor general. Guarnieri argued 13 Supreme Court cases under both the Biden and Trump administrations and is the first attorney to leave the solicitor general's office for a firm that exclusively handles plaintiff-side appellate work. His move reflects a growing recognition of Gupta Wessler's nontraditional model, which competes with corporate-heavy appellate practices at larger firms.Guarnieri becomes the fifth principal at the 18-lawyer firm, which is currently involved in high-profile litigation, including representing Consumer Financial Protection Bureau employees challenging President Trump's mass firings and securing a $185 million verdict against Monsanto over chemical contamination. The firm also represents Uber passengers alleging sexual assault and recently blocked an attempt in Nevada to limit contingency fees in civil cases. Guarnieri left the DOJ in October after nine years of service; the department declined to comment on his departure.DC appellate firm picks up departing DOJ Supreme Court advocate | ReutersA federal jury in California has ordered Apple to pay $634 million to Masimo, a medical technology company, for infringing a patent related to blood-oxygen monitoring used in Apple Watches. The jury found that specific features like workout mode and heart rate notifications violated Masimo's patent rights. Apple has announced plans to appeal, arguing that the patent in question, which expired in 2022, covers outdated technology and that most of Masimo's other patent claims have been invalidated.This verdict is part of a broader legal conflict between Apple and Masimo, which accuses Apple of poaching employees and misappropriating pulse oximetry technology. In 2023, the U.S. International Trade Commission imposed an import ban on certain Apple Watch models, prompting Apple to remove the disputed feature and later reintroduce it with customs approval. A new ITC review is now underway to determine if the updated models should also be banned. The legal fight spans several courts and includes ongoing challenges from both companies over import restrictions and intellectual property claims.US jury says Apple must pay Masimo $634 million in smartwatch patent case | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe
This Day in Legal History: Pennsylvania Coal Co. v. MahonOn this day in legal history, November 14, 1922, the Supreme Court heard arguments in Pennsylvania Coal Co. v. Mahon, a foundational case in American property law. At issue was a Pennsylvania statute—the Kohler Act—that prohibited coal mining beneath certain structures to prevent surface subsidence. The Pennsylvania Coal Company had previously sold the surface rights to a parcel of land but retained the right to mine the coal beneath. When the state blocked their ability to do so, the company sued, arguing that the law had effectively stripped them of valuable property rights without compensation. The case reached the Supreme Court, where Justice Oliver Wendell Holmes Jr. delivered the majority opinion.In his decision, Holmes introduced the now-famous principle that “while property may be regulated to a certain extent, if regulation goes too far it will be recognized as a taking.” This line marked the birth of the regulatory takings doctrine, which holds that government actions short of full appropriation can still require just compensation under the Fifth Amendment. Holmes emphasized that the economic impact of a regulation on the property owner must be weighed, not just the public interest it serves. In this case, the regulation was deemed too burdensome to be considered a mere exercise of police power.The Court sided with the coal company, holding that the Kohler Act, as applied, amounted to an unconstitutional taking. The dissent, penned by Justice Brandeis, warned against undermining states' ability to protect public welfare. Despite being a 5–4 decision, Mahon has had lasting influence on land use, zoning, and environmental regulation. It reframed the boundaries between public regulation and private rights, signaling that not all public-interest laws are immune from constitutional scrutiny. Today, Mahon remains a cornerstone case for litigants challenging regulations that significantly diminish property value.A Texas judge is set to hear arguments on Attorney General Ken Paxton's request to block Kenvue from issuing a $398 million dividend and from marketing Tylenol as safe during pregnancy. Paxton sued Kenvue in October, accusing the company of hiding risks linked to prenatal Tylenol use, including autism and ADHD—a claim not supported by the broader medical community. The lawsuit follows public comments by Donald Trump and Robert F. Kennedy Jr. promoting the same unproven theory. Kenvue and Johnson & Johnson, which previously owned Tylenol, maintain the drug's safety and argue the state has no authority to interfere in federal drug regulation or corporate dividends.The companies also say the dividend will not impair Kenvue's solvency and warn that Paxton's effort could undermine both the First Amendment and the credibility of Texas courts. Paxton, however, argues that the public interest justifies intervention, citing potential future liabilities from Tylenol and talc-related lawsuits. He contends that misleading commercial speech can be regulated, and that the dividend should be halted to preserve cash in the face of those risks. The case could have broader implications, particularly for Kimberly-Clark's $40 billion acquisition of Kenvue, announced shortly after the lawsuit. Kenvue has vowed to appeal any injunction.Judge to weigh if Texas AG can block Kenvue dividend over Tylenol claims | ReutersSierra Leone has reached a tentative settlement with U.S. law firm Jenner & Block to resolve a dispute over $8.1 million in unpaid legal fees. The law firm sued the West African nation in 2022, claiming it was still owed money for representing Sierra Leone in a high-stakes case against Gerald International Ltd., which had sought $1.8 billion in damages over an iron ore export ban. Jenner argued the legal work was more extensive than initially expected and said it had only been paid $3.6 million by the end of 2021.Sierra Leone pushed back, disputing the existence of a valid contract and asserting that no further payments were owed. The country also tried to claim sovereign immunity, but a federal judge rejected those arguments in January, allowing the lawsuit to proceed. U.S. Magistrate Judge G. Michael Harvey announced the settlement in principle last week, although specific terms were not disclosed. Neither party has commented publicly on the resolution.Sierra Leone, law firm Jenner & Block reach settlement over $8 million legal tab | ReutersMcDermott Will & Emery has become the first major U.S. law firm to publicly confirm that it is considering private equity investment, signaling a potential shift in how Big Law might operate. The firm's chairman acknowledged preliminary talks with outside investors, a move that stunned the legal industry, where non-lawyer ownership has long been resisted due to ethical and regulatory restrictions. McDermott is reportedly exploring a structure that would separate its legal services from administrative operations by creating a managed service organization (MSO) owned by outside investors, allowing the firm to raise capital without violating professional conduct rules.This model has gained traction among smaller firms, but McDermott's adoption could legitimize the MSO approach for large firms. Proponents argue it would free lawyers to focus on client work while upgrading support systems through external funding. Critics caution that it involves relinquishing control of critical firm functions and raises concerns about maintaining ethical standards, particularly regarding fee-sharing with non-lawyers. While still early, industry experts say other firms are beginning to explore similar paths to stay competitive, especially in jurisdictions like Arizona that allow non-lawyer ownership.McDermott's Outside Investor Talks Augur Big Law TransformationThe Trump administration has filed suit against California over its recently approved congressional redistricting maps, which were adopted through a ballot initiative known as Proposition 50. The measure, passed by voters last week, allows temporary use of new district lines that could give Democrats up to five additional U.S. House seats. The Justice Department joined a lawsuit initially filed by the California Republican Party and several voters, alleging that the redistricting plan was racially motivated and unconstitutional.U.S. Attorney General Pam Bondi called the maps a “brazen power grab,” accusing California of using race to unlawfully boost Hispanic voting power. California Governor Gavin Newsom dismissed the lawsuit, framing it as retaliation for California's resistance to Trump's broader political agenda. Newsom also argued that the new maps are a necessary corrective to Republican-led gerrymandering efforts, like those in Texas, where civil rights groups have sued over alleged dilution of minority voting power.The lawsuit claims California's map violates the U.S. Constitution by improperly using race in the redistricting process. The outcome could impact the balance of power in the House and add fuel to ongoing legal battles over partisan and racial gerrymandering nationwide.Trump administration sues California over new redistricting maps | ReutersThis week's closing theme is by Ludwig van Beethoven, a composer of some note.This week's closing theme is the first movement of Ludwig van Beethoven's Symphony No. 8 in F Major, Op. 93 – I. Allegro vivace e con brio, a work that balances classical clarity with Beethoven's unmistakable wit and rhythmic drive. Composed in 1812 during a period of personal turmoil, the Eighth is often described as a cheerful outlier among his symphonies, compact and effervescent despite being written amid deteriorating health and emotional strain. It was premiered in 1814, but it was a revival performance on November 14, 1814, in Vienna that helped solidify its reputation and gave the public a second opportunity to appreciate its lightness and humor in contrast to the more dramatic works surrounding it.Unlike the grand scale of the Seventh or Ninth, the Eighth is shorter and more classical in form, often drawing comparisons to Haydn in its wit and economy. Yet Beethoven infuses it with his unique voice—syncopations, dynamic extremes, and abrupt harmonic shifts abound, particularly in the first movement. The Allegro vivace e con brio opens with a bold, playful theme, tossing melodic fragments between the orchestra with cheerful assertiveness. It's less stormy than many of Beethoven's first movements, but no less commanding.Critics at the time were puzzled by the symphony's restraint and humor, expecting more overt heroism from Beethoven. But modern listeners often recognize the Eighth as a masterwork of compression and invention. The first movement in particular plays with rhythmic momentum, frequently disrupting expectations just as they form. There's a confidence in its restraint, a knowing smile behind the forceful accents and offbeat rhythms. It's music that's both technically impressive and viscerally enjoyable, which is perhaps why Beethoven held it in especially high regard.As we close out the week, we leave you with that November 14 revival spirit—a reminder that even a “little Symphony” can land with enduring force.Without further ado, Ludwig van Beethoven's Symphony No. 8 in F Major, Op. 93 – I. Allegro vivace e con brio, enjoy! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe
In this episode of the Supply Chain Podcast, host Thomas O'Connor discusses with Tamera Fenske, Kimberly-Clark's chief supply chain officer, how the leading consumer goods manufacturer traverses the peaks and valleys of the ever-evolving consumer landscape. Fenske details how Kimberly-Clark adjusts to these challenges with agility and makes changes within the organization to adapt to shifting consumer expectations.This episode explores:How consumers balance price-sensitivity with the desire for quality. (1:24)How Kimberly-Clark's supply chain works with the R&D and commercial divisions on product construction, product design and various cost elements. (2:57)Responding to the global market with agility and speed. (6:51)Building strong relationships with C-suite stakeholders. (10:21)Factoring strategy with talent in meeting organizational goals. (15:03)Tamera Fenske is a CPG supply chain leader who has worked in a variety of manufacturing and supply chain leadership roles and is known for unlocking best-in-class capabilities across a range of technologies, innovations and go-to-market models. As chief supply chain officer for Kimberly-Clark, Tamera has global responsibility for the enterprise supply chain's end-to-end manufacturing and distribution footprint, as well as the functional support areas, including procurement, quality, sustainability, occupational health and safety, strategy and capital engineering. Prior to joining Kimberly-Clark in 2022, Tamera served as senior vice president of manufacturing and supply chain for 3M Company, where she led end-to-end supply chain in the U.S. and Canada across all of its business groups and markets. During her 22-year tenure with 3M, she held various senior roles leading manufacturing, supply chain and operations for many of the company's global businesses, as well as plant management. She brings additional prior experience from Marathon Ashland Petroleum and Dow Chemical Company. She holds a bachelor's degree in environmental engineering from Michigan Technological University and has been a frequent presenter at supply chain leadership and manufacturing conferences, sharing her perspective on factory-of-the-future strategies and their impact on the bottom line, advanced process control applications that reduce variability and adopting scalable automation solutions to drive an end-to-end supply chain. Outside of work, Tamera enjoys spending time with her family and friends, hiking with her two dogs, traveling, scuba diving and enjoying the great outdoors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this week's episode of Dividend Talk we kick off with Kimberly-Clark's surprise move to buy Kenvue, asking if it's a smart acquisition or a future balance-sheet headache. Then we review Q3 earnings from Novo Nordisk, Wolters Kluwer, and Ahold Delhaize, three European dividend powerhouses facing very different challenges.Novo Nordisk's obesity drugs, valuation reset, and dividend safety dominate the discussion, while Wolters Kluwer's high-PE sell-off and the impact of AI on research businesses spark debate on fair value and buybacks. We also look at Snap-on's double-digit dividend hike and Simon Property Group's steady income growth for REIT investors.Later, we revisit our “Monthly Dividend Portfolio” challenge from 2022, checking how picks like Altria, AbbVie, Johnson & Johnson, Realty Income, Shell, and Texas Instruments performed with lessons on dividend growth, yield, and diversification.In the listener Q&A, we cover:Dividend tax strategies and EU exit taxes How to handle rising wealth taxes as a dividend investor Fair-value analysis vs Morningstar valuations Our take on Volkswagen, General Mills, GreenCoat UK, ExxonMobil vs Chevron, and the global renewable-energy transition Thoughts on Unilever's upcoming Magnum spinoff SEE YOU ON THE INSIDE!!Tickers discussed: KMB, KVUE, NVO, LLY, PFE, WKL.AS, AD.AS, SNAP-ON, SPG, MO, ABBV, JNJ, O, TXN, SHEL, GIS, XOM, CVX, UKW.LJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk[Twitter] – @DividendTalk_ , @European_DG[Discord] – https://discord.gg/nJyt9KWAB5[Premium Services] – https://dividendtalk.eu/download-your-free-samples/[Malmo Meetup] – https://t.co/STgV1nMWKj
¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, del mercado de empleo y de la manufactura en el pais. Nos da los reportes de ingresos de Palantir, Uber, Shopify, AMD, Novo Nordisk, McDonald's y AppLovin. Después habla de la compra de Kenvue por Kimberly Clark y de la semana ocupada de Elon Musk. Finalmente contestara unas preguntas de los Emprendeduros. ¡Síguenos en Instagram! Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros Para mas información sobre nuestro fondo visita: https://emprendedurosventures.com/
Eric Criscuolo, Market Strategist at the NYSE, recaps a week where markets pulled back as Tech lost steam and defensive sectors gained ground. The Fed cut rates as expected, but Chair Powell's hawkish tone cooled hopes for further easing. Political headlines added uncertainty, with Democrats outperforming on Election Day and the Supreme Court questioning Trump-era tariffs. M&A activity surged, led by Kimberly Clark's $50B bid for Kenvue and a pharma bidding war between Pfizer and Novo Nordisk. Investors now look ahead to key earnings, economic data, and the impact of the government shutdown as the year-end trading calendar tightens.
Reuben Carranza knows a good brand when he sees it. Bansk Beauty, where he serves as executive chairman, made headlines in September after acquiring the buzzy, clinical skin-care brand Byoma. It's part of the late-stage private investment firm's growing beauty roster, which includes Amika, Eva NYC and Ethique. “No. 1, they're on a tear, right? They're growing rapidly. But I think what we loved about them was the story,” he told Glossy on stage at this week's annual Glossy Beauty and Wellness Summit about its Byoma acquisition. “It's the story: they've de-complicated complicated skin-care routines.” Carranza kicked off the Summit with a special live podcast recording, where he shared insights into the firm's investment philosophy and growth plans for its brands. He also shared career advice from his stacked CV, which includes more than two decades at P&G and leadership roles at R+Co Hair, Kate Somerville skin care, and more. This special session is ahead, but first, hosts Lexy Lebsack and Emily Jensen share highlights from the Summit and dig into the news of the week. First up, the hosts break down the latest from Tylenol- and Neutrogena-owner Kenvue. Kimberly-Clark Corp. will acquire Kenvue Inc. in a deal valued at $48.7 billion. Kimberly-Clark's portfolio includes consumer brands like Huggies, Kleenex and Cottonelle. Next up, a look at Skims's buzzy new hire. Diarrha N'Diaye was named evp, beauty and fragrance of Kim Kardashian's upcoming Skims Beauty. N'Diaye has worked in marketing and branding for the likes of Glossier and L'Oréal, and was most recently the founder of Ami Colé, which shuttered in July. She will lead product development, innovation and brand strategy for Skims's upcoming beauty launch. Finally, an analysis of a hefty investment in Blueprint, the supplement company from American entrepreneur and biohacker Bryan Johnson. The company has taken on $60 million in funding from investors like Kim Kardashian, Ari Emanuel, Cameron and Tyler Winklevoss, and many more big names. Johnson is best known for documenting his quest to age in reverse on YouTube and through the Netflix film “Don't Die.” Blueprint currently offers a variety of products DTC, including drink mixes, supplements and skin care.
In this episode of Market Maker, Anthony and Piers unpack why the pound has dropped to a seven-month low following Rachel Reeves' rare pre-budget comments, and what it signals for UK markets. They explore London's rise as a global quant hub, attracting top STEM talent and reshaping finance. Plus, they break down the $49 billion Kimberly-Clark and Kenvue merger, why markets hate it, and what it means for deal-making today.(00:00) Welcome & Pound Drop(04:30) UK Fiscal Shift(18:43) Quant Boom in London(30:33) Big Tech vs Quants(36:50) $49B M&A Deal*****Check out the AmplifyME in-person Finance Bootcamp happening in London, 15-19 December 2025.Use the Code BOOT150 at checkout for a £150 discount.
2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are resorting to mergers & acquisitions, asset sales, and spin offs to rejuvenate their prospects. The team looks at this as well as checking how frothy the AI market looks to the Federal Reserve chairman. Tyler Crowe, Lou Whiteman, and Rachel Warren discuss: - Kimberly-Clark's deal to acquire Kenvue - The numerous portfolio shakeups in consumer brands - Jerome Powell's comments on AI bubbles - What AI businesses are thriving vs those spinning their wheels Companies discussed: NVDA, AMXN, MSFT, GOOG, META, KMB, KVUE, JNJ, KHC, UL, NSRGY, PEP, K, DKS, PNG Host: Tyler Crowe Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's episode of The Gist Healthcare Podcast, CMS finalizes a Medicare pay bump for physicians. Kimberly-Clark to purchase Tylenol maker Kenvue, and Pfizer sues to block Novo Nordisk's merger with an obesity startup. Hosted on Acast. See acast.com/privacy for more information.
Angela Woody talks about her career journey; learning to let go of inherited beliefs; making IT investments; & the guiding principles that have shaped her life. IN THIS EPISODE WE DISCUSS: [04.09] Angela's coincidental career – how volunteering at an event led to an internship that led to a full-time role at Kimberly-Clark. "It was a happenstance!... Someone took a chance on me." [08.41] Angela's 13-year tenure at Kimberly-Clark: how her career progressed, what she learned, and her biggest achievements. "Working for a global manufacturing company, you just had a wealth of opportunities… There was an opportunity to work on a first-of-a-kind project… and on that project, I could be innovative, experimental – it was career-changing." [14.21] Why Angela made a move from large CPG to small healthcare business, and how she changed her assumptions around what a stable, long-term career should look like. [17.45] What Angela loves about supply chain. "Supply chain is not a flashy job! … It's dirty, and for some reason that sparked my intertest... Supply chain is the last thing that's going to touch a product before it's delivered to the customer, that's our responsibility – and I fell in love with that." [21.40] How the pandemic shone a light on the industry, and why hesitation to make capital investments in IT systems is one of the biggest challenges in supply chain right now. "2020 was a blessing in disguise for supply chain. It brought some immediate visibility into how fragile our global supply chain really is – and it finally became a topic in the boardroom." "The companies that are truly making the investment in IT, making the investment in upgrades, they're the ones that are winning." [24.40] Why change management is still such a big problem, and how businesses should be approaching it for success. "Change management takes focus, time, resources and empathy. Change management is one of the most underleveraged capabilities, and I've seen many IT transformations fail because of a lack of investment in it." [27.40] Angela's 'Bring Your Kid To Work Day' experience with her daughter, and how we engage the upcoming generations in supply chain. "I have two girls, and I want to be a role model for them. I want to show them they can do anything they set their minds to, as long as they work hard." [31.31] Angela's experience as a woman in supply chain and technology. [35.15] The guiding principles that have shaped Angela's success, in life and work. [36.08] The importance of mentorship, and how Angela supports the next generations. "When I first started, mentorship wasn't something that was available, or even discussed… So, as we've evolved, and have seen its importance, I've taken male and female mentees and worked with them to have an opportunity to talk about things – I wish I had that." [38.35] The future for Angela. "I've worked hard to be where I am, but the feeling you get when you spend time out in the community and truly give back, is very special to me." RESOURCES AND LINKS MENTIONED: You can connect with Angela over on LinkedIn. If you enjoyed this episode and want to hear from more women in tech, check out 493: Women in Supply Chain, Natalie Walker, 470: Women in Supply Chain, Melodie Van Der Baan, or 479: Women in Supply Chain, Lina Castaneda.
Muy buenos días, es oficial, Telefónica sale de México, pero ¿qué hay detrás de este movimiento para poder entenderlo? Aeroméxico da buenas señales en Estados Unidos en medio de su salida a bolsa, México también pinta para hacer triunfar a Kimberly-Clark y Ferrari esquiva (por ahora) los aranceles de Trump. Registra tu respuesta para ganar el pase: summit_mex@bloomberglinea.com
Episode 706: Neal and Toby discuss the acquisition of Kenvue, the maker of Tylenol, by Kimberly Clark. Then, Palantir reports a strong Q3 as their government sales surges. Also, Shein bans the sale of “child-like” sex dolls on its platform after a French watchdog gives them a final warning. Meanwhile, Toby dives into the trend of AI marketing as Coca-Cola doubles down on an AI-generated commercial, disregarding the backlash they received from the first go-around. Finally, OpenAI signs a massive $38B cloud deal with Amazon. Learn more at usbank.com/splitcard Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
Kimberly-Clark's stock closed down 14% yesterday after it gambled nearly $50 billion on a company called Kenvue, maker of Listerine, Band-Aids, and Tylenol — the painkiller HHS Secretary Robert F. Kennedy wants to link to autism, despite a lack of scientific evidence. People are now suing Kenvue, a potential liability that will become Kimberly-Clark's problem. We unpack. Also: potential changes to public service loan forgiveness and a speech by Federal Reserve Governor Lisa Cook.
Kimberly-Clark's stock closed down 14% yesterday after it gambled nearly $50 billion on a company called Kenvue, maker of Listerine, Band-Aids, and Tylenol — the painkiller HHS Secretary Robert F. Kennedy wants to link to autism, despite a lack of scientific evidence. People are now suing Kenvue, a potential liability that will become Kimberly-Clark's problem. We unpack. Also: potential changes to public service loan forgiveness and a speech by Federal Reserve Governor Lisa Cook.
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über das Allzeithoch von Siemens Energy, die Übernahme von Kenvue durch Kimberly-Clark und das große Rätselraten um eine Privatbank. Außerdem geht es um Micron, Alphabet, Biontech, Bristol Myers Squibb, Amazon, OpenAI, Nvidia, Iris Energy, Microsoft, Dell Technologies, Johnson & Johnson, BMW, Continental, Volkswagen, Mercedes-Benz, Aixtron, Deutsche Pfandbriefbank, Lufthansa, Bloom Energy, First Solar, Nextracker, Enphase, Siemens Energy, Linde, Air Liquide, Plug Power, Ballard Power, NEL Asa, Samsung SDI, QuantumScape, GE Vernova, Schneider Electric, Iberdrola, NextEra Energy, Rock Tech Lithium, iShares Global Clean Energy ETF (WKN: A0MW0M), Global X Hydrogen ETF (WKN: A3E40P), Amundi Global Hydrogen ETF (WKN: A1C7AK), WisdomTree Renewable Energy ETF (WKN: A3D7VR), Global X Cleantech ETF (WKN: A2QPB4), Amundi MSCI New Energy ETF (WKN: LYX0CB). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Muy buenos días, mientras se pospone el evento de las actividades del Mundial por el panorama negro en México, los estados mundialistas esperan el sorteo para afinar sus estrategias económicas. Perú rompe relaciones con México. Las acciones de BYD, de capa caída, los Kleenex y el Tylenol ahora estarán juntos gracias a Kimberly-Clark, tremenda compra la que se dio el lunes y Tesla enfrenta demandas por puertas que no se abren en accidentes. Además, nueva oportunidad para ganarse un pase doble al Bloomberg Línea Summit. Registra tu respuesta para ganar el pase: summit_mex@bloomberglinea.com [Patrocinado] Descubre cómo Dell Technologies potencia la IA y la seguridad digital de las organizaciones: https://www.youtube.com/watch?v=WhRlYpCX3oQ
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a series of transformative events reshaping the landscape of healthcare, from strategic mergers and regulatory shifts to groundbreaking advancements in drug development.Let's begin with a monumental merger that signals a shift towards more integrated healthcare solutions. The $48.7 billion acquisition of Kenvue, a consumer health spinout from Johnson & Johnson, by Kimberly-Clark illustrates the growing convergence between consumer health products and traditional pharmaceuticals. This strategic move highlights a trend towards expanding product portfolios and enhancing distribution networks, aiming to better address comprehensive patient needs. Mergers like these could redefine how healthcare products are marketed and delivered, emphasizing holistic approaches to patient care.Turning to regulatory news, the resignation of Dr. George Tidmarsh from the FDA due to controversial communications has spotlighted the ongoing challenges within regulatory oversight. This incident underscores the delicate balance regulators must maintain in ensuring transparency while safeguarding sensitive information. Such developments are crucial as they directly affect public trust in drug approval processes and the industry's ability to navigate complex regulatory landscapes.In scientific advancements, Roche is making significant progress with its drug Gazyva for autoimmune diseases. Following FDA approval for lupus-related kidney disease, promising Phase 3 trial results for systemic lupus erythematosus (SLE) are propelling Roche closer to offering new hope for patients with this chronic condition, which currently has limited effective treatments. This success underscores the potential of targeted therapies in transforming treatment paradigms for autoimmune diseases.Eli Lilly's $3 billion investment in a new manufacturing facility in the Netherlands marks a strategic effort to bolster oral medicine production globally. This expansion not only reinforces Lilly's commitment to meeting global demand but also reflects an industry-wide trend towards investing in scalable manufacturing capabilities. Such moves are critical for ensuring supply chain resilience and addressing rising healthcare needs worldwide.In legal news, Pfizer's fierce competition with Metsera over Novo Nordisk's counteroffer highlights the high stakes involved in securing promising assets within the biotech sector—a sector particularly focused on obesity treatment due to its substantial market growth potential. The outcome of this legal battle could influence future strategic partnerships and acquisitions, demonstrating the intense competition among pharmaceutical giants.Meanwhile, UniQure faces challenges as its gene therapy for Huntington's disease encounters regulatory hurdles with the FDA. Despite initial expectations as a groundbreaking treatment, this setback emphasizes the rigorous scrutiny gene therapies undergo to ensure safety and efficacy. Such hurdles highlight the complexities of advancing novel therapies through regulatory pathways.Policy developments are also reshaping drug pricing structures as evidenced by HRSA's approval of eight drugmakers' plans for a 340B rebate model pilot program. This initiative aims at optimizing pricing structures while balancing cost containment with access to essential medications for underserved populations—a critical concern in today's healthcare landscape.International collaborations continue to play a pivotal role in accelerating drug discovery and development. Neurocrine Biosciences' $880 million deal with China's TransThera Sciences exemplifies such partnerships, focusing on emerging therapeutic areas like immunology. These collaborations are vital in leveraging global expertise and resources to drive innovatSupport the show
P.M. Edition for Nov. 3. In one of the biggest takeovers of the year, Kimberly-Clark has agreed to buy Tylenol maker Kenvue for more than $40 billion. WSJ business reporter Natasha Khan joins to discuss the strategy behind the deal. Plus, Chipotle has invested heavily in courting younger customers. Now, they're feeling the economic pinch—and so is Chipotle. Journal reporter Heather Haddon talks about what the company is doing about it. And Mali may soon be the first country to fall to al Qaeda. We hear from WSJ security correspondent Benoit Faucon on what that would mean for the U.S.-designated terrorist group's presence in Africa. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Post - https://bahnsen.co/43Ga1ZR**** Monday Market Recap and Historical Insights - Dividend Cafe with David Bahnsen In this Monday edition of Dividend Cafe, host David Bahnsen covers a variety of market topics. Bahnsen urges viewers to check out the Friday edition of Dividend Cafe for an in-depth analysis of private markets. He then discusses the day's market fluctuations, highlighting significant movements in the Dow, S&P, and Nasdaq. A fascinating chart on market cap and AI CapEx is recommended for further insights. Bahnsen also shares a historical market trend, noting that positive first 10 months often lead to favorable outcomes in the final two months of the year. Key news includes Kimberly Clark's $48.7 billion acquisition of Ken View amid controversy involving Tylenol and autism. Bahnsen briefly touches on public policy matters, upcoming Supreme Court hearings on tariffs, and off-cycle election indicators. He announces no podcasts during the week due to an offsite team meeting in Dallas, but daily blurbs will continue. The episode concludes with a quick overview of market performance, including the 10-year bond yield and sector highlights. 00:00 Introduction and Friday Recap 00:27 Today's Market Overview 01:35 AI CapEx and Market Valuations 03:30 Historical Market Trends 04:53 Sector Performance and Big News 06:53 Public Policy and Upcoming Events 08:53 Upcoming Schedule and Conclusion Kimberly-Clark buys Kenvue - https://apnews.com/article/kimberly-clark-kenvue-tylenol-98d5fd39c12b25524e3188da2e840436 NVIDIA/WSJ Chart Mention - https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-11-03-2025-83c207f7 Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Plus: Pfizer files a second lawsuit against Metsera and Novo Nordisk. And OpenAI pays Amazon $38 billion for computing power in a multiyear deal. Zoe Kuhlkin hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transportation Secretary Sean Duffy addresses the government shutdown's impact on travel and federal travel workers across the country as we enter the second month of the standstill in Washington, DC. Tim Wu, Columbia Law Professor and tech and competition adviser under President Trump, discusses the importance of competition in the big tech landscape. For him, the best foil for China's tech dominance and competition here in the United States. Plus, Kimberly-Clark will buy Tylenol maker Kenvue, SNAP food benefits could restart this week, and in an interview with 60 Minutes, President Trump discussed the government shutdown and Binance founder Changpeng Zhao, the crypto billionaire the President pardoned last month. Sec. Sean Duffy - 18:25Tim Wu - 32:28 In this episode: Sean Duffy, @SecDuffyTim Wu, @superwusterJoe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkinMichael Santoli, @michaelsantoliKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kleenex and Tylenol under one roof: Carl Quintanilla, Jim Cramer and David Faber discussed Kimberly-Clark agreeing to acquire Kenvue for $40 billion in cash and stock. Should investors like the deal? Amazon shares hit a new record high after OpenAI struck a $38 billion infrastructure deal with AWS. Also in focus: November markets playbook, Ford auto sales rise in October despite a slide in EV demand, reaction to earnings from Warren Buffett's Berkshire Hathaway, A price target hike for Nvidia, The CEO of DuPont spin-offQnity joined the anchors at Post 9 on the electronics company's first trading day as an independent company.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A mixed session as the major averages kicked off a seasonally strong month. Cantor's Eric Johnston makes the case for a rally in stocks, bonds, and bitcoin into year-end. Meantime Mark Zandi from Moody's on why he says the US would be in a recession if it weren't for the AI trade. Ares CEO Michael Arougheti joins right after his earnings call to break down what drove a strong quarter for the alternative asset manager and his outlook for deals. Plus the news moving Beyond Meat and Palantir, and details behind the mega-deal between Kimberly-Clark and Kenvue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The US government shutdown appears on course to be the longest in history after President Trump made clear he has no plans to negotiate with Democrats over healthcare costs. Leanna Byrne hears from a worker and a food bank in New York. Also, Kimberly-Clark, the company behind Huggies and Kleenex, is buying the maker of Tylenol and Kenvue, in a forty-nine billion dollar deal. Almost ten years after launching its ambitious Vision 2030 plan to diversify away from oil, Saudi Arabia is pouring billions into artificial intelligence and high-tech infrastructure. Presenter: Leanna Byrne Producer: Ahmed Adan Editor: Olie D'Albertanson
Kimberly-Clark agrees to buys Tylenol-maker Kenvue for more than $40B. Amazon teams up with OpenAI for the first time, while Microsoft cuts its own multi-billion-dollar deals with two cloud start-ups. Plus, Palantir hits an all-time high ahead of earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
It was a mixed session to start November trading, with Amazon (AMZN) being the sole reason the SPX closed higher. It and OpenAI announced a $38 billion partnership that will allow the ChatGPT parent to use Amazon's AWS cloud. The deal still didn't have as big of a price tag as Kimberly-Clark's (KMB) offer to buy Kenvue (KVUE). Palantir (PLTR) created volatility after hours when it posted a strong earnings beat and commercial revenue that more than doubled year-over-year. Sam Vadas highlights the top stories to start the week.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Stocks could see a relief rally with solid earnings, but a prolonged government shutdown and lack of economic data may create market fog, making it harder for the Fed to set policy. Kevin Green says ADP's jobs report on Wednesday will take on added importance, while investors also keep an eye on inflationary prints. Meanwhile, M&A activity is heating up, with Kimberly-Clark's (KMB) $48.7 billion bid for Kenvue (KVUE).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
En este episodio de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes comienzan con un repaso del mes de octubre, un periodo que suele ser complicado para los mercados pero que esta vez desafió la estadística. Luego analizan el fenómeno de la “economía en K”, un país que avanza en dos velocidades, una para los consumidores de altos ingresos que gastan más en bienes y experiencias premium, y otra para los hogares que siguen presionados por tasas altas y precios elevados.El episodio continúa con el reporte de Berkshire Hathaway, que mostró una caja récord de US$382 mil millones, reflejo de la prudencia de Warren Buffett ante un mercado caro. Cierran con la noticia corporativa del día, Kimberly-Clark acordó comprar Kenvue por casi US$49 mil millones, una operación que busca crear un gigante global del cuidado personal y la salud cotidiana, combinando marcas icónicas como Huggies, Kleenex, Tylenol y Listerine.
How New York City mayoral candidate Zohran Mamdani's policies could impact the city's economy. Plus, an interview with David Rosenberg, founder and president of Rosenberg Research on macro outlooks. Kimberly-Clark's plan to acquire Kenvue. And why some GOP members of Congress support enhanced ACA tax credits. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Warren Buffett heeft er niet echt zin meer in. Zijn Berkshire Hathaway blijft maar aandelen verkopen. Al drie jaar lang verkoopt hij meer, dan dat ie koopt. Zijn cashberg blijft maar groeien en tikt een nieuw record aan: hij heeft nu meer dan 381 miljard dollar achter de hand. Om aan te geven hoe krankzinnig veel dat is. Met dat geld kan je Ahold Delhaize, Prosus, Heineken, ING én Universal Music Group kopen. Deze aflevering kijken we of het terecht is dat Buffett maar niks koopt. Als hij geen kansen ziet, moet jij dan wel kopen? Ook hebben we het over modellen. Over auto's om precies te zijn. Auto-aandelen hadden er vandaag wél zin in. De vrees dat er een chiptekort ontstaat (door de ruzie tussen Nederland en China) is voor nu weg. Alleen, voor hoe lang?Verder bespreken we de jaarrekening van Ebusco. Dat ziet er niet goed uit, de accountant vond foutjes. Ook gaat het over de kwartaalcijfers PostNL en de ceo van Ryanair. Die is helemaal klaar met de Britse minister van Financiën. Deze aflevering gaat ook over Nvidia. Dat mag toch niet z'n meest geavanceerde chip verkopen in China. See omnystudio.com/listener for privacy information.
This week, Louis Virtel is joined by comedian Kimberly Clark to discuss Lily Allen's new album, West End Girl, Springsteen: Deliver Me From Nowhere, the TikTokkers "decentering men," and Jennifer Lawrence's press tour. Justine Lupe also joins Louis to chat about season two of Netflix's Nobody Wants This. Subscribe to Keep It on YouTube to catch full episodes, exclusive content, and other community events. Find us there at YouTube.com/@KeepItPodcast Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“It's all about human to human.” -Sivan Caspi Herner Brigham Dickinson is the founder of Power Selling Pros, a company dedicated to transforming customer service teams into highly effective, persuasive, and revenue-generating forces. His journey began a decade ago when he realized that even high-quality leads could be lost due to poor call handling—an insight that inspired him to coach CSRs directly. Drawing on hands-on experience in both advertising and phone-based customer service, Brigham developed a training system that helps teams book more calls and wow more customers across industries from HVAC and plumbing to automotive and marketing services. Over the past ten years, he has scaled Power Selling Pros to help businesses worldwide optimize their call handling, uncovering hidden revenue and boosting customer satisfaction. In this episode, Brigham shares his lessons on turning ordinary interactions into measurable growth and why empowering CSRs is key to long-term business success. Website:https://powersellingpros.com/ LinkedIn: https://www.linkedin.com/in/brigham-dickinson/ YouTube: https://youtube.com/@powersellingpros?feature=shared Instagram: https://www.instagram.com/power.sellingpros/ Facebook: https://www.facebook.com/BrighamDickinsonPSP?mibextid=LQQJ4d Sivan Caspi is a strategic marketing leader with over 15 years of experience from global B2B tech and B2C FMCG companies. She began her career building and growing leading consumer brands at companies like Kimberly-Clark and Tempo, before moving into the tech space, where she brings a unique blend of brand expertise and performance marketing know-how. As VP Marketing at CoolAutomation, Sivan leads global marketing strategy, brand positioning, and go-to-market execution. She has a proven track record in launching brands and products, scaling demand generation, and driving growth across international markets. Sivan believes that smart marketing happens where strategy meets execution, technology meets creativity, and data meets people. Because in the end, it's not B2B or B2C - it's human to human. Website: https://coolautomation.com LinkedIn: https://www.linkedin.com/in/sivancaspi/?originalSubdomain=il Instagram: https://www.linkedin.com/in/sivancaspi/ In this episode, we dive into the power of customer experience and smart marketing, exploring how businesses can unlock hidden revenue, scale globally, and connect with people on a human level. Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments
In this episode of Supply Chain Now, host Karin Bursa welcomes a powerhouse panel of women supply chain leaders who are rewriting the rules in today's “never normal” world. Joining the discussion are Stephanie Beal, Chief Supply Chain Officer at Hasbro; Tamera Fenske, Chief Supply Chain Officer at Kimberly-Clark; Eliza Simeonova, Vice President of Global Supply for Mars Pet Nutrition; Whitney Shlesinger, Vice President of Global Planning and Logistics at McCormick; and Sylvia Wilks, Chief Supply Chain Officer at Lamb Weston.Together, they share defining moments that shaped their careers, from early plant leadership to global transformation initiatives. They explore how artificial intelligence is reshaping supply chain performance: driving operational discipline, improving demand planning, enhancing knowledge management, and freeing teams to focus on creative, strategic work. The panel also reflects on the importance of clean data, talent development, and building integrated value chains that deliver measurable business results.Looking back, each leader offers advice to their younger selves, highlighting the power of mentorship, confidence, and learning from failure while encouraging the next generation to own their careers and pay it forward. Jump into the conversation:(00:00) Intro(02:45) Panel introduction(13:56) Defining career moments(25:13) AI's impact on supply chains(27:19) Data's role in AI success(29:25) AI for employee efficiency(31:11) AI in inventory and demand forecasting(32:33) AI in decision making and strategy(33:39) Personal productivity and AI(36:33) AI in knowledge management(37:41) Career advice for supply chain leaders(47:47) Connecting with supply chain expertsAdditional Links & Resources:Connect with Stephanie Beal: https://www.linkedin.com/in/stephaniebeal/ Connect with Tamera Fenske: https://www.linkedin.com/in/tamera-fenske-08121a7/ Connect with Eliza Simeonova: https://www.linkedin.com/in/eliza-simeonova-787999151/ Connect with Whitney Shlesinger: https://www.linkedin.com/in/whitney-shlesinger/ Connect with Sylvia Wilks: https://www.linkedin.com/in/sylvia-wilks-7658513/ Learn more about Hasbro:
Dive into laughter as host Marina Franklin talks with Keisha "TK" Dutes and Kimberly Clark ! From game show antics to serious social talks, this episode brings both heart and humor. Keisha “TK” Dutes is a multidisciplinary creative, audio veteran, and community builder. She is the founder of Philo's Future Media, where she helps producers bring stories to life with intention and authenticity, and serves as co-President of the board of the Association of Independents in Radio (AIR). A passionate educator and advocate for creative expression, TK's work centers on healing, truth-telling, and expanding the possibilities of what audio can be. Beyond the mic, she's an extreme hobbyist and visual artist—immersed in playful, ever-evolving creative pursuits that keep her rooted in joy. Her current project is The Secret Life Of TK Dutes Podcast. Learn more at tastykeish.com Kimberly Clark - Originally from Syracuse, NY. She's been seen on Netflix's Tiffany Haddish presents: They Ready, The Late Late Show with James Corden, and Last Comic Standing. She was named one of Time Out L.A.'s Comics To Watch. Always hosted by Marina Franklin - One Hour Comedy Special: Single Black Female ( Amazon Prime, CW Network), TBS's The Last O.G, Last Week Tonight with John Oliver, Hysterical on FX, The Movie Trainwreck, Louie Season V, The Jim Gaffigan Show, Conan O'Brien, Stephen Colbert, HBO's Crashing, and The Breaks with Michelle Wolf. Writer for HBO's 'Divorce' and the new Tracy Morgan show on Paramount Plus: 'Crutch'.
What really drives business growth today? Gwen Hammes, co-CEO of Cro Metrics, joins me to share how she went from global agency leader to data-driven growth strategist - helping brands like Google, Hyatt, Bombas, and Talkspace unlock next-level success.In this conversation, Gwen reveals what most leaders miss when it comes to AI, martech, and website strategy, and why the human element still matters more than ever. We also talk about customer journey insights that might surprise you, the key to building trust in a digital world, and why hobbies might be the real secret to career fulfillment.If you're a founder, CMO, or curious lifelong learner, Gwen's perspective will inspire you to experiment, evolve, and lean into the joy of building something impactful.
September 10, 1986. It's just before 8am when Cliff Stoll's pager jolts him awake. A computer at Lawrence Berkeley Lab has flagged a problem: a tiny 75-cent accounting error. But when Stoll rushes to his office, he realizes this isn't about missing spare change. Someone has slipped into the lab's network, tunneling thousands of miles away into U.S. military computers. Cliff isn't a spycatcher. He's an astronomer. And yet, from this moment on, he'll spend months chasing a hacker who may be working for the KGB. How did spare change uncover a spy ring? And why did this case mark the end of innocence on the Internet? Special thanks to Cliff Stoll, astronomer, teacher, and author of The Cuckoo's Egg: Tracking a Spy Through the Maze of Computer Espionage; and J.J. Widener, cybersecurity expert currently serving as Director of Cybersecurity Architecture at Kimberly-Clark. Artwork: Cliff Stoll promo image Get in touch: historythisweekpodcast@history.com Follow on Instagram: @historythisweek Follow on Facebook: HISTORY This Week Podcast To stay updated: http://historythisweekpodcast.com To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices