Podcasts about kre

  • 151PODCASTS
  • 237EPISODES
  • 49mAVG DURATION
  • 1EPISODE EVERY OTHER WEEK
  • May 9, 2025LATEST

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Best podcasts about kre

Latest podcast episodes about kre

Radio Wnet
Jan Bogatko: Kanclerz Merz ma zdecydowane nastawienie anty-AfD

Radio Wnet

Play Episode Listen Later May 9, 2025 12:37


Gospodarz Studia za Nysą Jan Bogatko mówi, że nowy kanclerz Friedrich Merz wolałby mieć koalicję z "zielonymi", niż z AfD. Kreśli obraz Niemiec jako kraju niestabilnego politycznie.

nf-cast - the bioinformatics podcast
Episode 50: Imaging pipelines and analysis, with Krešimir Beštak

nf-cast - the bioinformatics podcast

Play Episode Listen Later Apr 4, 2025 34:32


In this milestone 50th episode of the Nextflow podcast, host Phil Ewels sits down with Krešimir Beštak, a PhD student and active contributor to the nf-core community, to explore an exciting frontier in bioinformatics: microscopy and spatial omics.While Nextflow is traditionally associated with genomics workflows, Krešimir shares how it's being used to power image analysis pipelines like MCMICRO, supporting complex research into cardiovascular disease and cancer diagnostics. Based at the University Hospital Heidelberg, Krešimir discusses his transition from master's student to PhD researcher, the translational applications of spatial proteomics, and how Nextflow enables reproducible workflows far beyond its original scope.00:00 Podcast Ep 50: Krešimir00:09 Welcome and introductions03:13 Introduction to Spatial Omics04:26 Multiplexing markers06:38 Metabolite microscopy07:23 Myocardial multiomics08:58 Microscopy data analysis11:32 nf-core/mcmicro13:05 2D vs 3D microscopy13:38 Computational bottlenecks within analysis15:43 Other nf-core imaging pipelines18:36 Downstream analysis after molkart19:53 Manual interventions23:27 Minerva25:39 Google Maps for cells27:16 Microscopy community around Nextflow30:34 How to get involved31:38 Changes in Nextflow for microscopy32:43 Nextflow Ambassador program33:17 Conclusion

Duhovna misao
Duhovna misao - Mersad Kreštić: Ramazanski Bajram - 30.03.2025.

Duhovna misao

Play Episode Listen Later Mar 30, 2025


"Svim muslimanima, u nadi da će narednog bajrama svijet u kojem živimo biti bolji, biti bez ratova i biti u miru, a svako dijete odrastati u slobodi i radovati se blagdanima, čestitam Ramazanski bajram - BAJRAM ŠERIF MUBAREK OLSUN!" Mersad ef. Kreštić

Sport Radio - Australia

Chevy Tony Whitlock speaks to Chris Payne Chevy Motorsport Boss about the badges future, Ken Macnamara of KRE on why he is staying the Chevy engine building. Peter Xiberras on his plans to stay with Chevy and Matt Stone on his teams success at the AGP event. From the race track to your device with Tony Whitlock on Inside Supercars Inside Supercars Podcast: Subscribe Apple Podcasts I Spotify I Google Podcasts Supported by: P1 Australia Link:P1 Australia MusicCreative Commons Music by Jason Shaw on Audionautix.com MusicComa-Media from Pixabay #RepcoSC #TCRAust #Supercars #Motorsport #ADL500

Inside Supercars

Chevy Tony Whitlock speaks to Chris Payne Chevy Motorsport Boss about the badges future, Ken Macnamara of KRE on why he is staying the Chevy engine building. Peter Xiberras on his plans to stay with Chevy and Matt Stone on his teams success at the AGP event. From the race track to your device with Tony Whitlock on Inside Supercars Inside Supercars Podcast: Subscribe Apple Podcasts I Spotify I Google Podcasts Supported by: P1 Australia Link:P1 Australia MusicCreative Commons Music by Jason Shaw on Audionautix.com MusicComa-Media from Pixabay #RepcoSC #TCRAust #Supercars #Motorsport #ADL500

The Brian Turner Show
Brian Turner Show (on East Village Radio), February 26, 2025

The Brian Turner Show

Play Episode Listen Later Feb 27, 2025 119:52


brianturnershow.com, eastvillageradio.comPATEN LOCKE -  Movement ft. Kat Thundergun - Dance On My Grave (Full Plate, 2024)DOTZ & DJ GOBLIN - Charlie Sheen -  Mirtazapine Dreams (True Unity, 2024)BONZO DOG DOO-DAH BAND - Tent - The Complete BBC Recordings (Strange Fruit, 2002)ARTHUR BROWN'S KINGDOM COME - Come Alive - Journey (Polydor, 1973)FOETUS CORRUPTUS - Fin / Don't Hide It - Rife (Rifle, 1988)PYREX - Digits - Body (Forthcoming, 2025)BAG PEOPLE - Dead Meat - Bag People (Drag City, 2025)SIZE - Go-Go Girl - V/A: 音の宇宙模型 -Sound Cosmodel-ELEMENT/L (-----) - Bels - V/A: 音の宇宙模型 -Sound Cosmodel-YUNG TSUBOTA - One From Ten - V/A: 音の宇宙模型 -Sound Cosmodel-JOHN BENDER - Nippon Projectile - V/A: 音の宇宙模型 -Sound Cosmodel-SUBJECT - Fever - V/A: 音の宇宙模型 -Sound Cosmodel- (1984, re: Yaso Extra, 2025)ZOH AMBA - Morning Doubt - V/A; The Suzanne Langille Songbook (Family Vineyard, 2025)JULES BAPTISTE - Red Decade - 12" (Neutral, 1979)THE CABANISTS - Lizard Mouse - The Cabanists (Watusi, 2025)MAYO THOMPSON - Venus In the Morning - Corky's Debt To His Father (1970, re: Drag City, 1994)MARGARETA SÖDERBERG & ARBETE OCH FRITID - Den Bortsålda - Käringtand (YTF, 1976)HOLY TONGUE - Ambulance Dub - Ambulance (Trule, 2025)SKI - 1111111101 - KRE (cs, Pointless Geometry, 2023)MIŁOS KĘDRA - Airborne - Their Internal Diapasons (cs, Pointless Geometry, 2025)THE ARGOS FIASCO - Ar - If I Start Making A Noise Like That You'd Better Come And See What's Wrong (Blank Audio, 1997)THE BEVIS FROND - Who Knows? - V/A: If 6 Was 9 (Imaginary, 1990)BILL FAY - Laughing Man - Time of Last Persecution (Deram, 1971)THE SUN ALSO RISES - Green Lane - The Sun Also Rises (The Village Thing, 1970)BROTHER ATEN & ZE R - Fragmented Dystopia 2 - Fragmented Dystopia (Bruk, 2025)RHYS CHATHAM - Guitar Ring - Factor X (Moers Music, 1983)

Lap 76
Lap76 494 Formula 4: Andrej Petrović u šampionatu Španije 2025. godine | Kritična godina za F3, 2, 1

Lap 76

Play Episode Listen Later Feb 6, 2025 108:06


+Potpisao ugovor sa ekipom Tecnicar by Atmog +Testirao LMP4, ali cilj jesu i ostaju jednosedi+Andrejeve prognoze za predstojeću sezonu formule 1Preuzmite OMV My Station aplikaciju: https://www.omv.co.rs/sr-rs/mystationUkoliko želite da podržite ekipu Infinity Lighthouse i sve što radimo, najbrže je kroz Patreon i YouTube članstvo.Patreon: https://www.patreon.com/infinitylighthouse YT: https://www.youtube.com/channel/UCQ2D37u3DU1XGxxriq5779Q/joinGost(i): Andrej PetrovićDomaćin(i): Srđan Erceg#lap76#infinitylighthouse#f4 00:00:00 Početak i Uvod00:02:40 Formula 4 - Španija00:08:40 Novi tim i nova testiranja00:14:30 Nove staze za učenje00:21:50 Red bull RIng i prva pobeda00:33:00 ,,Krećemo od nule"00:38:24 ,,Da li pratiš Formulu 1"00:46:36 Testiranje LNPA00:58:08 Formula u Španiji, karting karijera01:04:50 Prognoza za F1------------------------------HUMANITARNI KUTAKPomozimo Martinu!Slanjem SMS poruke: Upišimo 1503 i pošaljimo SMS na 3030Slanjem SMS poruke iz Švajcarske: Upišimo human1503 i pošaljimo SMS na 455Uplatom na dinarski račun: 160-6000001670866-23Uplatom na devizni račun: 160-6000001671337-65IBAN: RS35160600000167133765SWIFT/BIC: DBDBRSBGUplatom platnim karticama putem linka: E-doniraj (https://www.budihuman.rs/edonate/sr?user_id=1503)Uplatom sa vašeg PayPal naloga putem linka: PayPal (https://www.budihuman.rs/paypal/sr/donate?user_id=1503)-----------------NAŠA PRODAVNICA - ️https://shop.infinitylighthouse.comSvi koji žele da obogate svoju biblioteku prelepim delima o Formuli 1 i MotoGP-u ili se obuku u naše, zajedničke, boje, tu je naša zvanična prodavnica knjiga, majica i kačketa.NAŠE DRUŠTVENE MREŽE Instagram - https://instagram.com/infinitylighthouse Facebook - https://facebook.com/theinfinitylighthouseTwitter - https://twitter.com/infinitylighthsSPORTSKE VESTI - https://sportsmagazin.rsMusic credit: Envato Elements Item/Cinematic Heroic by StudioKolomnaAutor: Srđan ErcegDatum: 6. februar 2025.Lokacija: Studio na kraju UniverzumaProdukcija: Infinity Lighthouse https://www.youtube.com/infinitylighthouseWebsite: https://infinitylighthouse.com/Zabranjeno je svako kopiranje i neovlašćeno preuzimanje video i/ili audio snimaka i postavljanje na druge kanale! Nije dozvoljeno koristiti materijal sa ovog kanala, bilo u celosti ili iz segmenata, bez licenciranja / plaćanja kako za komercijalnu, tako i za nekomercijalnu upotrebu.Svaka upotreba bez licenciranja za komercijalnu ili nekomercijalnu / privatnu upotrebu biće procesuirana. Za sve informacije o pravima, za upite o licenciranju i dobijanju dozvole za korišćenje možete nas kontaktirati putem naše zvanične email adrese.Copying, re-uploading, and illegally distributing this copyrighted work is strictly prohibited! Label and copyright: Infinity Lighthouse. ★ Support this podcast on Patreon ★

Naš gost
Inovator in sadjar Jožef Krečič

Naš gost

Play Episode Listen Later Jan 25, 2025 52:48


Ta teden je bil z nami Jože Krečič, mož, ki ga že od mladih nog zanima tisoč stvari, ki mu je bil v zibko položen dar za izboljšave in inovacije, predvsem pa dar, da vse kar cepi, požene in raste in rodi.

Svet kulture
Opereta Netopir Johanna Straussa mlajšega premierno uprizorjena v Cankarjevem domu v Ljubljani

Svet kulture

Play Episode Listen Later Jan 23, 2025 15:14


Napovedujemo novo premiero ljubljanske Opere, v koprodukciji z ljubljanskim Cankarjevim domom bo nocoj na odru Gallusove dvorane zaživela opereta Netopir Johanna Straussa mlajšega, zgodba spletk, nenadnih zapletov in razpletov v razkošnih kostumih, ki jo je režiral Krešimir Dolenčić, glasbeno vodstvo bo v rokah belgijskega dirigenta Ayrtona Desimpelaera. V Slovenski kinoteki se v teh dneh poklanjajo hrvaškemu filmskemu režiserju, scenaristu in producentu Vatroslavu Mimici, ki je režiral vrsto celovečercev, odmevnih tudi v tujini. V kinotečni retrospektivi, ki se začenja nocoj, bo predstavljen tudi z animiranimi in kratkimi igranimi filmi. Krščanska kulturna zveza in Narodni svet koroških Slovencev sta v Celovcu podelila priznano Tischlerjevo nagrado. Prejel jo je dolgoletni vodja Mohorjeve založbe iz Celovca Franc Kattnig za svoje zasluge na založniškem in kulturnem področju.

Engines of Our Ingenuity
The Engines of our Ingenuity 2544: Face Recognition

Engines of Our Ingenuity

Play Episode Listen Later Jan 14, 2025 3:48


Episode: 2544 How humans and computers recognize faces.  Today, UH math professor Krešo Josić recognizes your face.

WYWIADOWCY
#92 Krzysztof Rak – „Czy Polska wykorzysta niemiecki kryzys?”

WYWIADOWCY

Play Episode Listen Later Dec 25, 2024 140:01


Czy będziemy się umieli przeciwstawić naturalnemu dążeniu Niemiec do odnowienia energetycznych biznesów z Putinem? Odpowiada Krzysztof Rak, filozof, ekspert do spraw stosunków polsko-niemieckich, główny analityk Instytutu Zachodniego. Nasz gość wskazuje także w jaki sposób Polacy mogą skorzystać na kryzysie w Niemczech, a także na politycznym zawirowaniu we Francji. Kreśli również politykę bezpieczeństwa dla całej Unii Europejskiej w kontekście zmieniającej się administracji w Waszyngtonie. Jego zdaniem Donald Trump nie będzie się liczył ze zdaniem Berlina, ponieważ Niemcy nie mają dzisiaj nic do zaoferowania w kwestiach bezpieczeństwa Europy. Bundeswehra jest słaba, a zaniedbania w armii naszego zachodniego sąsiada sięgają co najmniej 20 lat. Z kolei w energetyce Niemcy sami sobie wyrządzili ogromną szkodę, zamykając elektronie atomowe. Dlatego w obliczu  odcięcia od taniego rosyjskiego gazu, niemiecki przemysł stanął dziś na skraju przepaści. Problemy Berlina nie powinny nas jednak cieszyć, ponieważ z pewnością trafią rykoszetem także w polską gospodarkę. Czy więc w dobie widocznego kryzysu UE, Polska będzie się umiała przed nim obronić?

Engines of Our Ingenuity
The Engines of Our Ingenuity 2514: Linear Algebra and Netflix

Engines of Our Ingenuity

Play Episode Listen Later Dec 24, 2024 3:49


Episode: 2514 Today, UH math professor Krešo Josić talks about math and your movie choice.  How Netflix uses linear algebra to determine what movies you will like best.

Mesele Ekonomi
Ruhlar ve akıllar hâlâ dövizde! Büyük bir kent yoksullaşması yaşıyoruz! & Kreşler neden hedefte?

Mesele Ekonomi

Play Episode Listen Later Nov 28, 2024 39:02


Kerim Rota ve Ömer Rıfat Gencal, Pusula'da bu hafta Serkan Özcan'ı konuk etti. Kreşler üzerinden tırmanan siyasi gerilimi, iktidarın bu hamleyi neden yaptığını, ekonomideki gidişatı, dövize ilişkin bitmeyen şüpheleri ve Türkiye'deki demokrasi sorununu tartıştılar.

Gazete Duvar Podcasts
⁠'İBB kuşatması işe yaramadı, CHP kuşatmasına geçildi'

Gazete Duvar Podcasts

Play Episode Listen Later Nov 28, 2024 36:23


Gazeteci Bahadır Özgür, Soru/Yorum programı ile Gazete Duvar Youtube kanalında izleyicilerin sorularını yanıtladı. Kreşlerden teğmenlere, kayyımlardan belediye gelirlerine el koymaya... - CHP kendi sorunlarıyla uğraşan bir partiye mi dönüştürülmek isteniyor? - Erdoğan'ın ana muhalefete karşı yeni taktiği ne? - CHP ne yapacak?

ETF of the Week With Tom Lydon
ETF of the Week: SPDR S&P Regional Banking ETF (KRE)

ETF of the Week With Tom Lydon

Play Episode Listen Later Nov 14, 2024 9:10


VettaFi's Head of Research Todd Rosenbluth discussed the SPDR S&P Regional Banking ETF (KRE) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

Engines of Our Ingenuity
The Engines of Our Ingenuity 2487: Von Neuman, Computers, and Brains

Engines of Our Ingenuity

Play Episode Listen Later Nov 13, 2024 3:54


Episode: 2487 John von Neumann's ideas on the similarities and differences of computers and brains.  Today, UH math professor Krešo Josić talks about brains, computers and John von Neumann.

Kendine Ait Bir Oda
Bölüm 39 / Beril Sarıaltun & Kreşendo ve Türkiye'de Kadın+ Müzisyen Olmak

Kendine Ait Bir Oda

Play Episode Listen Later Nov 4, 2024 26:40


Türkiye'de müzik sektöründe toplumsal cinsiyet eşitsizliğine karşı çalışan Kreşendo'nun kurucusu müzisyen Beril Sarıaltun Kendine Ait Bir Oda'ya konuk oldu. Kreşendo'nun kadın müzisyenleri desteklediği ve bu alanda açılımlara yer açtığı Bu Festival Bizim 8 Kasım'a kadar devam ediyor; biletlerinizi almayı unutmayın! https://kresendobiz.com/bu-festival-bizim/ #reklam

Aktualna tema
17. festival Godibodi 2024

Aktualna tema

Play Episode Listen Later Oct 22, 2024 11:30


Napnite ušesa! Pričenja se 17. festival Godibodi, namenjen promociji nove kakovostne slovenske glasbe. Letos se prvič odvija v Cankarjevem domu, kjer se predstavljajo štiri zasedbe: Hostnik pa Krečič, Kiki, Belin in Nakána. Festival je pred 16 leti nastal kot platforma za predstavljanje novih glasbenih izdaj založbe Celinka, ki jih je do danes že preko 200 – in tudi vsi letošnji nastopajoči na oder Kluba Cankarjevega doma prinašajo vsak svojo svežo glasbeno izdajo. O festivalu Godibodi nam na Prvem spregovori njegov umetniški vodja Janez Dovč.

ASIAL Security Insider
Ep 122 - Dissecting security at the Paris Olympics

ASIAL Security Insider

Play Episode Listen Later Oct 13, 2024 52:20


In this episode of the Security Insider podcast, we speak with Neil Fergus, Chief Executive Officer (CEO) at Intelligent Risks Pty Ltd. Neil founded Intelligent Risks in 2001 following a 20-year career in the Australian Government; including roles as a senior diplomat, as Manager Middle East and as the Principal Operations Adviser. He has since led IR's growth into becoming a pre-eminent international management services firm. He is an internationally recognised speaker and author on risk management, security, KRE and terrorism; and is a co-author of Security Risk Management (HB167 – 2006). He has been a senior adviser to the Commonwealth Games Federation (CGF) since 2004, on six Commonwealth Games. He has also been engaged in the planning and delivery of security for 11 Olympic Games, including several reviews for the International Olympic Committee (IOC). Neil has conducted numerous complex reviews for governments, such as the ‘Layers of Aviation Security Review' for the Australian Government and several projects for the US State Department's Anti-Terrorism Assistance Program, including in the Middle East, East Asia and the Indian Subcontinent. He has led IR security teams delivering projects for several other governments including Argentina, Brazil, Brunei, China, Colombia, France, Greece, India, Malaysia, Qatar, Saudi Arabia, Singapore, the UAE and the UK. He has also advised on security planning for several international political summits including APECs, ASEAN, CHOGMs, G20s and NATO. Neil has been directly involved in the response to over 50 international kidnap or forced detention cases. Most of IRs work in this field is under contract to international underwriters. Similarly the IR team are first responders for international underwriters supporting insured entities affected by product contamination and malicious product tampering events. The International Olympic Committee bestowed the Award of the Golden Olympic Rings on Neil for his contribution to the security of Olympics and international sport. The Governor General of Australia awarded Neil the Australian Sports Medal in 2022. He was also awarded the Outstanding Security Professional Award (OSPA) in 2022 as the leading Australian security consultant. 

SBS Croatian - SBS na hrvatskom
Ukratko iz Hrvatske, 7.10.2024.

SBS Croatian - SBS na hrvatskom

Play Episode Listen Later Oct 7, 2024 8:32


Hrvatska je Bosni i Hercegovini poslala ljude, vozila i pse. Za sada se zna da su bujice i odroni usmrtili 20 ljudi, a za deset se još traga. Jablanica je je nestala pod muljem i kamenom lavinom. I u hrvatskoj Podgori poplave. Uzroci se traže u neodržavanim kanalima, sječi šuma, opožarenim područjima i betonizaciji. Kreće izgradnja pet novih zatvora, najsretniji je župan ličko-senjski. Kaže, bit će to zamašnjak ličkog gospodarstva.

SBS Croatian - SBS na hrvatskom
Sportske vijesti iz Hrvatske, 25.7.2024.

SBS Croatian - SBS na hrvatskom

Play Episode Listen Later Jul 25, 2024 4:00


U srijedu je iz zagrebačke Zračne luke Franjo Tuđman, na Olimpijske igre u Pariz, otputovala najveća skupina hrvatskih sportašica i sportaša, njih 50. Kreću i prva nogometna uzbuđenja u Hrvatskoj, utakmice 2. pretkola europske Konferencijske lige. Hajduk prvu utakmicu igra s klubom s Farskih otoka, Riječanima su suparnici Rumunji, a Osijeku Estonci. Hrvatski nogomet na čelu sudačke organizacije dobio Francuza.

Radio roman
Krešimir Pintarić Ljubav je sve 1. dio

Radio roman

Play Episode Listen Later Jul 8, 2024 21:16


Prvi roman Krešimira Pintarića Ljubav je sve počiva na posve jednostavnoj, naizgled običnoj, naizgled očitoj, ali time i iznenadnijoj pretpostavci da ljubav doista jest sve. Nakon što domaći čitatelj (nepovjerljiv i zdravo skeptičan kakav jest) nakon nekoliko poglavlja prestane očekivati trik koji će ovaj naslov nepovratno raskrinkati kao ironiju, ili rupu u scenografiji kroz koju se proziru čuda me(n)talnih konstrukcija, pred njim se otkriva svijet koji u potpunosti ispunjaju (i mogu ispuniti!) jedan jedini muškarac i jedna jedina žena. Redateljica Hana Veček, skladatelj: Domagoj Lozina, tonmajstor Tomislav Šamec, dramatizacija: Hana Veček, glumili su: Živko Anočić, Aleksandra Stojaković, Rakan Rushaidat i Nina Erak.

DAILY MARKET NEWS WITH FELIX PREHN
Banks Just Warned Big Clients... + Stock Market News 11 June 2024

DAILY MARKET NEWS WITH FELIX PREHN

Play Episode Listen Later Jun 11, 2024 10:21 Transcription Available


Could your portfolio withstand the shockwaves of looming CPI data and unexpected Federal Reserve announcements? This episode tackles JP Morgan's stark warning of a potential stock market upheaval and what it means for your investments. We'll delve into strategies for trading heavyweights like Apple and Tesla amidst market volatility, and unveil insights from our trading system's recent performance. Plus, discover how tools like OptionsWatch could become your secret weapon for predicting market movements and staying a step ahead.As we navigate through turbulent times, we shift our focus to the precarious situation facing US regional banks. With commercial real estate loans in distress, Pimco's strategic asset acquisitions are leaving struggling banks on the brink of collapse. We discuss the ominous implications of significant property value markdowns, including the shocking 67% discount on a New York City office building. Join us for an analysis of the KRE index and the potential profitability of put options while considering the complexities bailouts introduce to trading strategies. Don't miss these critical insights that could shape your financial decisions.Support the Show.

Açık Dergi
Benim Şehrim Benim Sesim III

Açık Dergi

Play Episode Listen Later May 21, 2024 17:53


Kreşendo (eski adıyla Beats By Girlz), Türkiye'de müzik kültürüne katkı sunarak farklı toplulukların ve kimliklerin kendilerini ifade etmelerinin önündeki engelleri kaldırmayı hedefliyor, kültürel çeşitliliği ve toplumsal cinsiyet eşitliğini müzikle destekliyor.

benim kre beats by girlz
CzechCrunch Podcast
Tesla už není tak sexy. Proč s ní končí i někteří čeští byznysmeni?

CzechCrunch Podcast

Play Episode Listen Later Apr 30, 2024 18:55


Dlouho platilo, že je tu Tesla a pak dlouho nic. Zásluhy o posun celého světa vstříc elektromobilitě už Elonu Muskovi nikdo nevezme, ale jeho automobilka dnes řeší stejné problémy jako jiní výrobci. Proč se od ní odvrací i přední čeští byznysmeni a proč už není Tesla tak sexy? O tom se v podcastu Money Maker Report baví Ondřej Holzman s Lubošem Krečem a rekapitulují také překotné dění v české e-commerce. Proč pořád krvácí Mall, proč zvoní umíráček CZC a kdo za to všechno může?Poslechněte si celý podcast!Baví vás byznys, jeho zákulisí, investice a silné inspirativní příběhy? Přijďte také na naši byznysovou a investiční konferenci Money Maker! Vstupenky jsou už v prodeji za výhodné Early Bird ceny.—Sledujte i další podcasty z dílny CzechCrunch, které najdete na cc.cz/podcasty. Crunch (rozhovory Čestmíra Strakatého o moderním Česku) BrandStories (v zákulisí českých firem) Rosteme (rady v seberozvojových knihách) Navštivte nás i na webu cc.cz, kde pro vás každý pokrýváme témata, která hýbou Českem a světem.Twitter – LinkedIn – Instagram – Facebook

CzechCrunch Podcast
Mají mít kurýři víc peněz? A co musíte udělat, abyste už po čtyřicítce měli klid?

CzechCrunch Podcast

Play Episode Listen Later Apr 17, 2024 21:24


Kurýři Woltu a Foodory se chystají demonstrovat. Vadí jim výše odměn i to, jak je platformy vypočítávají. Má protest smysl? Podaří se jim něčeho dosáhnout? A jak se vyvíjí fenomén gig economy? V podcastu nebyla řeč jen o švarcsystému, nýbrž i o tom, jak se správně zajistit na stáří a stát se rentiérem už po čtyřicítce. Není to tak složité, jak se může na první pohled zdát. Poslechněte si celý Money Maker Report s Ondřejem Holzmanem a Lubošem Krečem!Baví vás investice a silné inspirativní příběhy? Přijďte na náš investiční workshop Money Maker Club s Lukášem Nádvorníkem alias Skejwinem. Už ve čtvrtek 25. dubna v redakci CzechCrunch! Přihlaste se, místa rychle mizí.—Sledujte i další podcasty z dílny CzechCrunch, které najdete na cc.cz/podcasty. Crunch (rozhovory Čestmíra Strakatého o moderním Česku) BrandStories (v zákulisí českých firem) Rosteme (rady v seberozvojových knihách) Navštivte nás i na webu cc.cz, kde pro vás každý pokrýváme témata, která hýbou Českem a světem.Twitter – LinkedIn – Instagram – Facebook

Lap 76
Lap76 #409 F1

Lap 76

Play Episode Listen Later Apr 8, 2024 185:59


+Nezaustavljivi Max Verstappen treći put zaredom slavio na trci u Japanu.+Perez za treću dvotrsuku pobedu RB Racing u 2024.+Ferrari potvrdio da je najbliži rival, ali dominacija se nastavlja.https://fantasy.formula1.com/en/leagues/join/P5SEDGFHU02KOD ZA LIGU: P5SEDGFHU02Ukoliko želite da podržite ekipu Infinity Lighthouse i sve što radimo, najbrže je kroz Patreon i YouTube članstvo.Patreon: https://www.patreon.com/infinitylighthouse YT: https://www.youtube.com/channel/UCQ2D37u3DU1XGxxriq5779Q/joinDomaćini: Dejan Potkonjak, Pavle Živković i Srđan Erceg#lap76#infinitylighthouse#f1 00:00:00 Početak00:05:00 Znate ko je pobedio kako?00:08:45 Krećemo od Alpine00:24:00 Idemo li do 70. pobede?00:29:00 Gde je nestala strast?:00:35:00 Strategija00:46:00 Juki i Danijel u fokusu00:58:00 Delimo pohvale na sve strane01:05:00 Najbolji od ostatka sveta01:12:00 Motivacija zvana Luis01:17:00 Kakva trka Fernanda!01:28:00 Drvene medalje01:39:00 Andrej Petrović ekskluzivno u studiju!02:23:00 Vilijamsove šasije i Zauberov manjak poena02:27:00 Prelepe priče sa staze02:38:00 Da li će nova era usporiti Red Bull?02:40:00 Priča o Žilu Bjankiju02:53:00 PATREON------------------------------HUMANITARNI KUTAKPomozimo Martinu!Slanjem SMS poruke: Upišimo 1503 i pošaljimo SMS na 3030Slanjem SMS poruke iz Švajcarske: Upišimo human1503 i pošaljimo SMS na 455Uplatom na dinarski račun: 160-6000001670866-23Uplatom na devizni račun: 160-6000001671337-65IBAN: RS35160600000167133765SWIFT/BIC: DBDBRSBGUplatom platnim karticama putem linka: E-doniraj (https://www.budihuman.rs/edonate/sr?user_id=1503)Uplatom sa vašeg PayPal naloga putem linka: PayPal (https://www.budihuman.rs/paypal/sr/donate?user_id=1503)-----------------NAŠA PRODAVNICA - ️https://shop.infinitylighthouse.comSvi koji žele da obogate svoju biblioteku prelepim delima o Formuli 1 i MotoGP-u ili se obuku u naše, zajedničke, boje, tu je naša zvanična prodavnica knjiga, majica i kačketa.NAŠE DRUŠTVENE MREŽE Instagram - https://instagram.com/infinitylighthouse Facebook - https://facebook.com/theinfinitylighthouseTwitter - https://twitter.com/infinitylighthsSPORTSKE VESTI - https://sportsmagazin.rsMusic credit: Envato Elements Item/Cinematic Heroic by StudioKolomnaAutor: Srđan ErcegDatum: 8. april 2024.Lokacija: Studio na kraju UniverzumaProdukcija: Infinity Lighthouse https://www.youtube.com/infinitylighthouseWebsite: https://infinitylighthouse.com/Zabranjeno je svako kopiranje i neovlašćeno preuzimanje video i/ili audio snimaka i postavljanje na druge kanale! Nije dozvoljeno koristiti materijal sa ovog kanala, bilo u celosti ili iz segmenata, bez licenciranja / plaćanja kako za komercijalnu, tako i za nekomercijalnu upotrebu.Svaka upotreba bez licenciranja za komercijalnu ili nekomercijalnu / privatnu upotrebu biće procesuirana. Za sve informacije o pravima, za upite o licenciranju i dobijanju dozvole za korišćenje možete nas kontaktirati putem naše zvanične email adrese.Copying, re-uploading, and illegally distributing this copyrighted work is strictly prohibited! Label and copyright: Infinity Lighthouse ★ Support this podcast on Patreon ★

CzechCrunch Podcast
Kolik dáme za předplatné Netflixu a spol.? Je čas spočítat si, jestli nám všechny služby stojí za to

CzechCrunch Podcast

Play Episode Listen Later Apr 3, 2024 26:31


V Česku odstartovala nová televize Warner TV. Je sice zdarma, ale o pozornost bude soutěžit s Netflixem, Disney+ nebo HBO Max, která má stejného majitele. To moderátory Money Makeru přimělo položit si otázku: Stihneme sledovat opravdu všechny televize a služby, které si platíme? Kolik předplatných má vlastně cenu mít, když k nim přičteme i podcasty nebo sportovní kanály? A dočkáme se někdy společného balíčku s tím nejlepším ze všech platforem?Poslechněte si celý Money Maker Report s Ondřejem Holzmanem a Lubošem Krečem! Nebyla v něm řeč jen o televizích, v první části podcastu probíráme také aktuální český investiční fenomén – nemovitosti na Kanárských ostrovech.Baví vás byznys, jeho zákulisí, investice a silné inspirativní příběhy? Přijďte také na naši byznysovou a investiční konferenci Money Maker! Vstupenky jsou už v prodeji za výhodné Early Bird ceny.—Sledujte i další podcasty z dílny CzechCrunch, které najdete na cc.cz/podcasty. Crunch (rozhovory Čestmíra Strakatého o moderním Česku) BrandStories (v zákulisí českých firem) Rosteme (rady v seberozvojových knihách) Navštivte nás i na webu cc.cz, kde pro vás každý pokrýváme témata, která hýbou Českem a světem.Twitter – LinkedIn – Instagram – Facebook

CzechCrunch Podcast
Máme se bát? OpenAI už generuje i video. Čeští miliardáři pomáhají Ukrajině. A všechno je „longevity“

CzechCrunch Podcast

Play Episode Listen Later Feb 21, 2024 18:20


Čeští miliardáři dál pomáhají Ukrajině, umělá inteligence se rychle rozvíjí (a některé firmy díky tomu rychle bohatnou) a buzzwordem roku je dlouhověkost. To jsou hlavní témata aktuálního vydání Money Maker Reportu. Největší haló v posledním týdnu opět způsobilo OpenAI, jehož umělá inteligence Sora už začala generovat i dokonale vypadající video. „Klíčové je, že už to nejde zastavit. Umělá inteligence tady je a bude a je třeba se s ní nějak popasovat,” říká Ondřej Holzman v podcastu Money Maker Report, kde s Lubošem Krečem probírají to nejzásadnější, co se poslední dny událo ve světě technologií a byznysu. Řeč je také o dalším velkém příspěvku investora Jana Barty, který poslal desítky milionů na nákup dronů pro Ukrajinu, nebo tématu dlouhověkosti, ze kterého se začíná stávat pořádný buzzword a některým lidem stále více pije krev.Poslechněte si celý Money Maker Report! —Sledujte i další podcasty z dílny CzechCrunch, které najdete na cc.cz/podcasty. Crunch (rozhovory Čestmíra Strakatého o moderním Česku) BrandStories (v zákulisí českých firem) Rosteme (rady v seberozvojových knihách) Navštivte nás i na webu cc.cz, kde pro vás každý pokrýváme témata, která hýbou Českem a světem.Twitter – LinkedIn – Instagram – Facebook

Studio26
Morgane Polanski, jej wysokość Priscilla, szybki samochód Tracy i podniebna brawura

Studio26

Play Episode Listen Later Feb 8, 2024 110:30


Czkekałyśmy na tę rozmowę, odkąd Morgane Polański potwierdziła swój udział w filmie "Skarbek". To główna rola. I co? Wracamy po krótkiej przerwie za to z gościnią, której w żadnym innym polskim podcaście nie usłyszycie. Artystka tylko u nas zdradza tytuł pierwszego reżyserowanego przez nią pełnometrażowego filmu, mówi o fascynacji postacią Krystyny Skarbek nazywanej "ulubionym szpiegiem Winstona Churchilla", o przywiązaniu do Krakowa. Aż w końcui zdradza, jak zareagowali rodzice – Roman Polański i Emmanuelle Seigner – gdy jako nastolatka zapowiedziała karierę w showbiznesie i zażądała agenta.Ale zanim – gorące newsy kulturalne doprawione branżowymi ploteczkami.Zaczynamy od serialu "Balenciaga" na platformie Disney+. Wielka moda na tle trudnej historii XX wieku. Jako że zaczynamy od mody, przypominamy, że wielcy krawcy lubią inspirować się artystami i artystkami. A wyjątkowo często czerpią z barwnego stylu Fridy Kahlo. Tak się akurat składa, że 9 lutego w warszawskim Art Box Experience w Fabryce Norblina otworzyła się wystawa będąca biografią immersyjną "Frida Kahlo. Życie ikony". Opowiemy wam trochę o Meksyku.Stamtąd już niedaleko do Graceland, domu Elvisa Presleya, ale skupimy się na jego żonie, Priscilli, o której Sofia Coppola wyreżyserowała film, a sama zainteresowana z pomocą Sandry Harmon napisała książkę "Priscilla. Elvis i ja" (wyd. Znak).Skoro Elvis – nie było dotąd lepszego wcielenia króla rock'n'rolla niż to, które zaprezentował Austin Butler u Baza Luhrmanna. A że to aktor wyjątkowo zdolny, właśnie zachwyca w serialu "Władcy przestworzy" w AppleTV, zamykającym trylogię seriali wojennych obok "Kompanii braci" i "Pacyfiku" produkowanych m.in. przez duet Toma Hanksa i Stevena Spielberga.I pozostajemy w Stanach, wracając do nocy wręczenia muzycznych nagród Grammy. Kreślimy krótką biografię Tracy Chapman, wspaniałej artystki, tekściarki i kompozytorki. Niestety, niewystarczająco docenionej. Przypominamy hit z 1988 roku "Fast car", jak i prezentujemy fragment wersji wykonanej z muzykiem country Lukiem Combsem podczas Grammy Awards. Ale usłyszycie też wzruszającą balladę "Baby can I hold you" nagraną z Luciano Pavarottim.Czas na Wstrząśnięte, Nie Zmieszane. Tym razem niespodzianka i zagadka. Ciekawe, kto zgadnie?To co, zaczynamy?udźwiękowienie: Piotr Haraźnyoprawa graficzna: Karolina Żmijewska

Lap 76
#383 MotoGP | DIREKTAN PRENOS prezentacije Gresini tima 2024!

Lap 76

Play Episode Listen Later Jan 20, 2024 91:55


+Krećemo! Dođite da zajedno prisustvujemo istoriji! A i da je komentarišemo.

CzechCrunch Podcast
Report: Koupíme si bitcoinové ETF? A proč si na dovolené nepůjčujeme elektroauta?

CzechCrunch Podcast

Play Episode Listen Later Jan 12, 2024 19:51


Ondřej Holzman a Luboš Kreč z CzechCrunche v novém svižném formátu Report shrnují ty nejdůležitější zprávy a kauzy ze světa byznysu, technologií a startupů, jak doma, tak v zahraničí.Americká Komise pro cenné papíry tento týden 11 americkým fondům povolila, že můžou vydat vlastní bitcoinové EFT. Co to znamená pro drobné a co pro institucionální investory? A proč se do toho šéfovi Komise Garymu Genslerovi nechtělo? Duo Holzman a Kreč (alias HoKr) probírá také poslední zprávy z elektromobility – Tesla musí na dva týdny přerušit v Berlíně výrobu, z Číny vyplula první nákladní loď plná elektroaut směr Evropa a autopůjčovna Herz prodává 20 tisíc elektroaut ze své flotily. Poslechněte si celý Report a dejte nám vědět, jak se vám tento nový bonusový formát podcastu Krev, pot a prachy líbí!—Sledujte i další podcasty z dílny CzechCrunch, které najdete na cc.cz/podcasty. Crunch (rozhovory Čestmíra Strakatého o moderním Česku) BrandStories (v zákulisí českých firem) Rosteme (rady v seberozvojových knihách) Spoiler (film a lifestyle) Navštivte nás i na webu cc.cz, kde pro vás každý pokrýváme témata, která hýbou Českem a světem.Twitter – LinkedIn – Instagram – Facebook

The Disciplined Investor
TDI Podcast: Flow with Curzio (#843)

The Disciplined Investor

Play Episode Listen Later Nov 19, 2023 51:06


Govy shutdown – but who cares anyway? Moody's does – rating watch to negative. Inflation holds – markets go vertical - Short holiday weeks and then into the end of the year.. Guest – Frank Curzio. Curzio Research Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (TGT), (MSFT), (SBUX), (DIS), (NVDA), (TSLA), (QQQ), (KRE), (AAPL), (NKE), (SPY), (IWM)

MKT Call
Play for a Bounce in the KRE?

MKT Call

Play Episode Listen Later Nov 16, 2023 51:21


Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Thursday, November 16th Timecodes 0:00 - Bad News Is Bad News? 8:00 - Oil, Dollar & Yields 10:00 - Unfilled Gaps & Seasonality  17:30 - Buy the KRE? 23:00 - Walmart 31:50 - Tesla 36:00 - Cisco, Nvidia & AMAT 42:30 - Earnings Insight 46:20 - Intel MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Stopáž
Neodolatelná přitažlivost excentrických samožerů. Příběhy WeWork a FTX se blíží konci

Stopáž

Play Episode Listen Later Nov 10, 2023 50:03


Tento týden vyhlásila bankrot firma WeWork, které se podařilo vyšperkovat realitní byznys tak moc, až jí investoři uvěřili, že je technologickým startupem. Za jejím marketingovým úspěchem stojí hlavně postava Adama Neumanna, který svým bohémským vystupováním uhranul i těm největším investičním fondům. A uzavírá se i kapitola krypto burzy FTX, jejíž zakladatel Sam Bankman Fried si tento týden vyslechl verdikt, a nyní mu hrozí až 110 let vězení. Obě kauzy spojuje neodolatelná přitažlivost jejich excentrických šéfů, kteří kolem svých byznysů vytvořili takové FOMO, že mu jen málo kdo z investičního světa odolal. Příběhy obou firem v dnešním rozhovoru podcastu Stopáž probíráme s Lubošem Krečem, zástupcem šéfredaktora serveru CzechCrunch.

Netokracija Podcast
Kreće mjesečno naplaćivanje Instagrama i Facebooka!

Netokracija Podcast

Play Episode Listen Later Nov 6, 2023 51:20


Kreće mjesečno naplaćivanje Instagrama i Facebooka! Meta se na ovaj korak odlučila zbog raznih EU regulativa poput GDPR-a i Digital Services Acta te lokalnih agencija za zaštitu privatnosti koje su ih stiskale kaznama.Na sličnome tragu je i YouTube koji je odlučio povisiti cijene sva tri paketa YouTube premiuma i to baš u trenutku kada su počeli blokirati ad blocker. Inače, individualni Youtube premium plan u SAD-u je koštao 13,99 dolara, a sada će koštati 16,99 dolara._______________0:00 Uvod0:45 Zašto Meta uvodi pretplate?3:08 Koliko će iznositi mjesečna pretplata? 5:35 Je li ovo dobar trenutak za odustajanje od Facebooka?13:20 Meta se pohvalila rekordnim prihodima u Q317:36 Prvo nas je rastužila Meta, a sada YouTube s blokiranjem ad blockera24:25 Elon Musk održao je prvi all hands sastanak!34:20 Top i flop proteklog tjedna_______________

Bloomberg Surveillance
Surveillance: US Consumer Spending Stays Hot

Bloomberg Surveillance

Play Episode Listen Later Oct 27, 2023 42:37 Transcription Available


Lara Rhame, FS Investments Chief US Economist, breaks down today's core PCE price index which showed that both inflation and consumer spending rose in September. Isaac Boltansky, BTIG Policy Research Director, predicts that the chaos in the House will lead to a shutdown later this year. Lisa Shalett, Morgan Stanley Chief Investment Officer of Wealth Management, says that we've entered within 50 basis points of a peak in rates. Poonam Goyal & Anurag Rana, Bloomberg Intelligence Senior Analysts, discuss a big week in Big Tech earnings. Chris Marinac, Janney Montgomery Scott Analyst, expects banks to set aside reserves to build confidence going into 2024. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance      FULL TRANSCRIPT:     This is the Bloomberg Surveillance Podcast. I'm Lisa A. Bromoids, along with Tom Keen and Jonathan Ferrell. Join us each day for insight from the best in economics, geopolitics, finance and investment. Subscribe to Bloomberg Surveillance on demand on Apple, Spotify and anywhere you get your podcasts, and always on Bloomberg dot Com, the Bloomberg Terminal and the Bloomberg Business App. We're waiting for the PC data. We're joined by Mike Nicky Aron the Deak. So we're waiting for the personal spending, the deflator. Mike, will it be disinflationary? Roll of the dice, that's the question. We're waiting for the numbers to come down on the Bloomberg Terminal. Well, I got about four seconds until that happens. But the ideas we may get a little more disinflation. Let's find out from the Bureau of Economic Analysis, and here come the numbers. And we'll start with the inflation numbers. They come in hotter than anticipated, up four tenths of a percent. I don't know month over a month basis. For the headline, the core comes in up a three tenths which is about what was expected, although there was some leaning towards maybe a little lower number year over year. Now we see the PCE headline number at three point four percent, that's down from three to five, and the core comes in at three seven, down from three to nine. Both of those expected. All the people who like to dive into all those numbers and figure out what actually changed will be with us in a few seconds. Personal income up three tenths. That's lower than the prior month of four tenths gain, but also lower than what was anticipated a four tenths gain. Spending up seven tenths, I mean not strong. On the back of that, on the back of that GDP and the connginut well, this number is in the GDP because this is a September number. It was the third month of the quarter, so he kind of sort of backed out the numbers and anticipated that this would be fairly strong. We were up four tenths the prior month. The question is now do we continue to see that spending happen, Because if incomes are falling behind and they have been the spending levels over the last couple of months, that would suggest that maybe there's a pullback ahead. Now I'm not the expert here. There's one more there is, indeed, La Rain chief economists out with us this morning. First take, I think that we continue to see inflation coming down, but it's still uncomfortably It's still unacceptably high from the point of view of the Fed, and I think the conversation as we go into next year continues to the options for the Fed continue to narrow because if inflation stays about where it is and it's going to take a long time for it to get closer to too, their room to maneuver should the economy slow at all, is going to be very narrow. And look by these numbers, it looks like the economy is just still incredibly strong. We know that from the GDP numbers that we already got, but I mean the spending has just by the households that has defied every expectation of it to slow, and it's accelerated so much in the third quarter. That's what's extraordinary. I think savings rate comes in a three point four percent. People have been watching that for some indication of whether or not they're going to run out of money in the American consumer. It's down from four percent and it's been a steady decline. But historically, before the pandemic, we used to say people spend what they make. They don't dip into savings the way people tend to think they do. And so if that's the case, then there's more of a case now for maybe a slow down. People don't have as much to dip into if they wanted to, but they're also not making as much as they were. Well, I had johnat Henry with me this morning from HSBC and she said, actually Americans are more likely to dip into their savings and spend, spend, spend right to the very end. But I want to bring you an idea from UBS, which is Paul Donovan, where he said, you know, when we go to write the history of twenty twenties, do not bet against the headonism of the US consumer. It's very rich. I love it. I mean, there's a there's a brilliant wine place in London called Hedonism Wines. Whole other story the hedonism. You can tell us that later. I could tell you that later, but I want to understand from you laya the hedonism of the US consumer. Is that real or do you think that runs out of mileage as well. Next sure, listen, he's got a point. That's a really colorful way to put it. But that's what the third quarter felt like. Between the headlines about the concerts, Yeah, all of that, and then and all everyone who followed. I think, you know, people seem to be looking for that next experience and looking to pay whatever is required to get it. You know, this issue of savings has gotten so complicated because we of course have the excess savings that accumulated during the shutdown. Is that more you know, bucketed with these you know sort of now the highest quintile of quartile of household that sort of maybe aren't going to spend them as much. We know that that access savings is run out for a lot of the lower you know sort of strata. The other seventy five percent of us, we're not in that upper quintal. I think as we think about it, people, the normal people, I think, and yet you know, we just see the strong job growth I think reinforces the foundation of the household, and we just see this reacceleration is really unexpected in terms of your hedonism. Example, here services spending went up eight tenths whereas goods spending went up seven tents. There was always a story about people switching away from goods, but they still seem to be spending a lot on goods. Services don't go into the retail sales numbers that we got earlier this month, except for bars and drinking places fitting your theme, but eight tenths of a percent to gain for services pretty strong. So it looks like people were spending money during the third quarter on all sorts of things. I do think there's an interesting dynamic here, which is that if you look at consumer confidence, it's still well below where it was before the pandemic, and that's, you know, despite strong growth. So can you tie those two together. You know that the consumer confidence is being a little bit battered, but the spending it remains unabated. To me, it really, I think inflation is something that is still really casting a long shadow over the household, because you know, when I'm not here, I'm the mom at the grocery store and I've got one bag of groceries and it still cost me ninety five dollars and I can't figure out what's in it, you know, So I think you know this idea that your over year inflation is coming down, but the sticker shock is still a very real and present pain point to household budgets. And Coca Cola are raising prices, and Netflix are raising prices, and there are a Whole and Apple TV they're raising prices as well, and we are moderately immune to those. Do you know that you'll still order a Coca Cola? You'll still order You'll still order your Netflix movie. Mike Well, I was looking here to see if we get super Core. I haven't got that number pulled out yet, but that's the one that the Chairman of the Fed says he likes the most. See if we have that number calculated yet, because you got to take out and then the CPI number that had risen the most since you know, about a year, so it had. I think that's going to be a key piece of today's report too. Well, just looking at the bond market, it's virtually flat. I mean four eighty five is where we are on tenure government bonds. So there's a sort of a flat, sort of unknown entity within the bond market. Let's just check in on equities up for tenenths of one percent again, you've got an Amazon recovery and nice kicker there. It was up six percent at one juncture, giving a little bit back. You're looking at ten year years, just still incrementally rising. This morning at four eighty five, we just had Bmo in Lingen here with us saying look, the next three weeks will define where the endpoint is for the bond spike. Use oil is up one point ninety three percent this morning. Again there's more geopolitical anks with military action in Syria from the US side, and that has brought again a geopolitical bid back to the oil markets. But personal income rises zero point three percent. The estimate was for plus point four percent, So Mike this the takeaway from this is the core price index rises to three point seven percent, pretty much in line with the estimates. We're seeing disinflation, I mean O creative inflation is slowing down. It's not slowing down as perhaps fast as people would like. And to Lar's point, especially about the being the moment at the grocery store, prices go up at a slower rate, but they don't come down. So you're paying more for a lot of staples and they're going to just stay at that price. And so people look at that and they're still experiencing inflation, even if inflation is not as bad as it was before. What what happens then to this view in the market that we're going to get right cuts into twenty twenty four does not debate change. It's got to continue. The FED, I think now has to just continue to ring rate cut expectations out of that future's curve. I feel like this is the deal with the devil right now, because if you had told me that we were going to have GDP growth of almost five percent and the FED was not going to cut rates again, I would have just not believed that was a possible outcome. But FED future's markets are not pricing in another rate cut. Markets seem very convinced the Fed is done. And I think the only way that works is if we continue to get this drift higher in long term yields. And there's a room for that because today markets have seventy five basis points of rate cuts priced in for next year, So if the FED is going to kind of stay on hold, there's room for that to continue to come out, for long term rates to continue to move higher. How do you think they look at this in the Fed? In the Fed might give you look at this the top line is pce is it a four month high consumer spending picks up. It doesn't leave them that huge optionality to be very very dubbish, does it. They can just sit on this at the moment because they forecast in September, the last time they did forecast that we would see PCEE core at three point seven percent at the end of the year. Well, I'm with there bang on where we are. So most economists think with a couple of months to go, we're going to come in below that. So the Fed could argue its targets are being hit. And you mentioned Ian Ling, and he had a great note this morning about how we're starting to see more impacts from higher FED rates and that is slowly getting into the economy and we should see more. So the Fed is probably going to sit there and say what we're doing is working. We're at a level where inflation is still coming down. We don't have to go up more right now with all this uncertainty out there about what's going to happen. Well, and unless inflation is a nine percent there really is no emergency reason to raise rates. That's usually you know, not a thing. So they you know, to your point, they have the time and yet. To me, this increase in long term interest rates is the reason that they can be patient, and that is going to continue to sort of pump the brakes on activity. You know, when I look ahead at next year, my forecast is for slower growth. I think these higher interest rates have actually increased the chance of a recession, not decreased. Is that slower growth? No landing, soft landing, not hard landing. I think it has to be as soft landing. I still feel like there is very real risk of recession next year, and we cannot discount that. But all the reasons why we've been saying it might be a mild recession could also mean that you just end up with some sluggish growth. So, Mike, as we go to the close of the year, what's the next piece that you're going to hang your hat on in terms of dead We've got Michigan at University of Michigan. Yeah, I don't think that's going to move the needle a whole lot. But I think what we are going to focus on is all the data next week, particularly the ISM numbers and then jobs at the end of the week. The Fed meets on Wednesday, so they won't have the jobs figures, but at this point to get an idea of where they're going to go, and nobody is less than a two percent chance they do anything on Wednesday, but nobody expects that. But the question is then what happens January December, January, and the jobs report will contribute to that. That's what will be joining us is Isaac Boltanski, director of policy research at BTIG. Can you give us a sense, to Isaac, of just what kind of leader Mike Johnson is going to be? Can he find some sort of consensus within a very fractured party. I think the simple answer to that is now. I think I think that there are lots of folks who are breathing this deep sigh of relief because now there's someone with a gavel and we can begin handling the people's business again. But when you take a step back, you've got to see that the House Republican caucus is still deeply fractured. It's not clear how well they're going to be able to govern going forward. There's no semblance of bipartisanship anywhere on Capitol Hill, and frankly, Lisa I think that people are downplaying the risk associated with a prolonged government shutdown. I still think that is distinctly possible because we are nowhere, and I mean this nowhere when it comes to figuring out a way to fund the government and deal with all the supplemental funding requests that have been sent from the White House. There's a lot to impact there, and a lot of people have pushed backed against that and said that actually, the fact that we have a speaker makes it less likely that we will have a government shutdown. Are you disagreeing with that? Are you saying that basically this is just a window dressing over a pretty big fracture fissure in the Congress. In Congress, though, the unknown right now is how much of a honeymoon speaker the new speaker is going to get. But my sense when you start to look at some of the specific issues here and really hone in on things like Ukraine funded, or you take a step back and you look at the fact that we haven't even agreed on overall spending levels, I think it's incredibly difficult to believe that that this group is going to be able to easily avert a shutdown. My base case is that we are going to see a shutdown later this year. I don't think that's going to be a massive market moving event, but I do think that the getting the gabble to Speaker Johnson has lessened fears in the market, and that that's unfounded at this point. So the President wants a total of what one hundred and sixty two billion dollars from Congress across Ukraine, Israel, supplemental spending, et cetera. How contentious is this going to be? How much of a flashpoint is this going to be? Will it all be cojoin? Will it just be a great dissipation of this request. So first and foremost, they haven't even agreed on basic funding levels yet, right, so we're not even at a point of agreement over the normal funding levels, and that's going to be the fight for the next few weeks when we then dig into the supplementals, where you do have over one hundred billion in different ass I think that there is clearly political support for things like funding Israel and supporting Israel and it's battle with Hamas. I think that fourteen billion dollars is very likely to get done. There's clearly support for more money at the US southern border. I think that that's bipartisan and by Camel on Ukraine, it's going to be a little bit tougher. And note that this is something that the News Speaker has actually fought against in the past. Last night he did suggest that there is a way to move forward on Ukraine funding, but that they're going to have to be conditions attached to that. No one knows what those conditions are yet. Put it all together, and I think that there is a way forward on this spending package. I just think that we're going to have to go through the same type of pain that we were seeing before when Speaker McCarthy lost the gap. How long do you think this speaker lasts or do you think he is there for the duration? So what of the first things he's going to have to do is try to get rid of that motion to vacate which pulled Kevin McCarthy out of the chair. I think that this speaker has a decent runway to get into first quarter of next year at a minimum. My conversation suggests that there's a real focus on at least getting to April of next year. As a reminder, that's when the one percent across the board. Budget cuts will go into effect if Congress does not pass the twelve appropriation spills. So I think that that's the date that a lot of people have circled on their calendar just trying to make it to that point. So, Isaac, how do you deal with the fact that you are in a situation where the interest that the government has to pay continues to go up? Where does that fall in these budgetary arguments? No one seems to talk about it, but it's on the rise. So if we can't cut the budget at all to do what we want to do, how are we dealing with spending that we now are compelled to do. That's one of the most frustrating parts of the past three weeks is that we weren't talking about the real issues. We weren't talking about the thirty three trillion in debt, we weren't talking about the two trillion deficit we're running this year. We weren't talking about the seven hundred billion dollars it costs US just this year to fund our deficits. And so I think that I remain deeply disheartened because we're not having those conversations, and more broadly, no one, no one, No one cares about the deficit when they're in the majority. They only care about the deficit when they're in the minority. And so until we see something that shocks DC tou to the point where it's forced to think about the debts and deficit differently, it's going to be status quo business as usual. How do you force someone to take a look at their own balance sheet and say, your payment next year is going to be double what your payment was this year, and you couldn't afford your payment this year. Why do we not? Why is that not part of the conversation. I know nobody wants to have it when they're in the majority. Nobody wants to not spend because everybody wants they get there, has a million things they want to spend on. But it's sort of like no one is dealing with the elephant in the room, no pun intended, which is the fact that we've got all this spending that still has to come through on this And I find that particularly frustrating in general. So I just how do we get to that conversation? You should run for office, come on down here and try to try to figure it out. But look, We're going to have a real, real fight over this with the Trump tax cuts expiring. You've got trillions of dollars in tax cuts that are coming due in twenty twenty five from the expiration of the Trump tax cuts, and I think that that could be a forcing mechanism for a broader conversation, but it's going to depend who's in power, right and sot. The next hurdle is to understand who's ahead in the elections. How much is Jennet Yellen's idea the mainstream that yields are going to go back down once we get past this blip, and that higher yields in the US is not a reflection of deficits but really just a reflection of how strong the US economy is. Is that the main idea and belief in Washington, DC. It's the hope of many on Capitol Hill. I don't think that there is anyone who has a firm feel for where yields are going, surely not on Capitol Hill. But it is definitely the hope at this point that everything will fix itself. Because our politics are so broken, they're unable to fix the problems, and so there is a hope that that's the direction that's going, Lisa. But I don't think anyone has a firm feeling one way or the other. Hope is not a strategy. I just keep thinking about that. Isaac Boltanski of BTIG, thank you so much for being with us. Joining us now is Lisa Shallatt CIO at Morgan Stanley Wealth Management, And Lisa, I just want to start with have we sold off enough? Because I know you've been bearished, particularly on tech. Has this been a big enough sell off for you? Look, we're not interested in getting in here unless you're a trader. What we, you know, tend to point our clients to is being investors, being long term investors. And you know, our perspective is going has been that we're going to continue to trade in this bear market range, which is where we've been for two years. I mean, people have to pull out their telescope and look at where we've been. You look at the s and P five hundred. We were here in the summer spring of twenty twenty one, and so you know, this is a trader's market right now. We don't think we break out of this range of somewhere around forty two forty five hundred really until the middle of next year, and that's when the fog clears on whether or not we're really going to see growth reaccelerate or we're going to see us you know, probabilities of recession increase. And we've been in the camp that we're going to be in that second scenario where next year economic growth, particularly in the second half, disappoints. I mean, look at the third quarter GDP, we're doing nominal eight percent. What kind of a cop year over year is that going to be in the second half next year. It's a great point. You said that this is a trader's market when it comes to equities. Is it also a trader's market when it comes to bonds. You've been bullish on longer term bonds at a time where there's a feeling that maybe this selloff has legs and actually is fundamentally driven, including by how much the US has to finance. Yeah. I mean, look, our perspective is that we are probably within fifty basis points of a peak in rates, and that having clients begin to embrace this market lock in some of these coupons with the potential for rates on a cyclical basis to reset, creates a double digit return with a third of the volatility. So again, as as as UH you know investors, we think that that the buy and hold on some of these bonds UH is a good value proposition. But I think here too, there's a lot of volatility, and that means you've got to be a trader if you're going to be uh, you know, in this market looking for returns on the month or on the quarter. Lisa, good morning, it's manas. I think that's one of the most honest interpretations. You're not prepared to step and buy into this market in a trading market that we've heard in quite a while. But there is the other side, which is you either view that you've got to build some kind of defense, and I'm drawn to your view that you want real assets and you want gold. Gold is nearly a two thousand dollars and so are you actively adding more real assets than if you're not convinced on pure equity. We are adding and encouraging folks to add some real assets here. I mean, one of our themes has been that, you know, the equity markets in particular are just not pricing real risk premiums. And you know, one of the things that has, you know, given us has been heartening to us is the fact not only are we getting higher real rates in the bond market, but that there's a term premium that suddenly people realize that in a new inflation and in a new interest rate regime where the FED is going to be data dependent, there is lumpiness and there is uncertainty over time about how that data is going to come out. Add in all the geopolitical dimensions to what's going on right now, the dimensions of dysfunction in Washington, d C. The fact we're rolling into an election year in the US where I think that the headlines and the developments are going to be extraordinarily volatile. Our view is that real assets, things like commodities, things like real estates, things like energy, infrastructure assets could really, you know, be a source of protection here in stability in portfolios. We just had in Lincoln here from BMO. We talked about a number of different things that could drive the bond market, term premium being one, fiscal deficit's being another. He thinks that the peak, the peak spike in rates could be over the next couple of weeks. Would you agree with that, and if so, what part of the bond market. Would you like to take a portion off or add to if you're adding real commodities, what would you add in duration? Yeah, we're we're looking at Our perspective is that the best value right now is really intermediate, somewhere between four to six. We're finding some value in sevens in the treasury market in fact, but we're looking at investment and great corporate, so you know, we're taking the treasury yield and taking some of that spread. We do believe that there are quality balance sheets out there that can service you know, these coupons. So we're we're enthusiastic that the middle of the curve could produce double digit returns over the next you know, twelve to eighteen months. Lisa, I'm curious about this really different reaction when it's come to this geopolitical these devastating geopolitical events. Normally we would see US yields plunge in the face of this, and we had that reaction. But you know, you blinked and you missed it. We're right back up again. Does that represent a more fundamental reassessment of treasuries as a risk free asset? You know, you were going into this government shutdown again, an episode which historically has given us lower yields, and we sort of shrug it off. Is this time going to be different because people are fundamentally reassessing the dollar as a flight to quality and the result treasures. Yeah, I mean, I love that you're bringing up this issue. I mean, this is one of the issues that we talk about with our clients all the time because it is our sense that something fundamental is going on and that the appetite for US treasury debt is different this time. Clearly, you know, the market is readjusting to not having the FED as a price and sensitive buyer, right, we know that, and and QT is certainly a weight here. But you know, you look at what's going on among Japanese investors. They're facing the realities of a tough currency compare and really tough hedging costs in terms of their ability to buy treasuries in the size that they have been buying really over the last decade. The geopolitical dimensions of this, you know, historically, we know China has has been a big buyer given their you know, trade balances and foreign currency reserves and US dollars. Uh, there's a lot of complexity UH, and a lot I believe to question about why we haven't seen that flight to safety UH manifest as it historically has in US treasuries. I do think that this is something we need to watch and study and really think hard about about whether or not something is changing and whether the US treasury market is vulnerable to geopolitics for the first time, maybe since World War Two. Lisa Chalatte Morgan Stanley Wealth mentioned it is clear cut that when people are spending on clothes, Amazon does well. But that seems to be what we experienced yesterday in the Earth, straining us now to really pass through it. Anor A Karana and Punam Goyle of Bloomberg Intelligence covering the tech and the retail side of things. Anag, I want to start with you, are we basically just learning that Microsoft is taking the lead when it comes to cloud computing and Amazon and Google are falling behind. See I'm a big fan about Microsoft's down over the years, but I would not say that they are leading here. I would just say that in the Genai, you know, Frenzy, they just have a leg up because of their relationship with open Ai. But Amazon is still the biggest cloud out there. They have more, yeah, I would say revenue than anybody else. That's partially the reason why their relative growth rates are not as strong. But last night's comments on the conference call were so positive and I think that's what's driving the stock up here. Before that, the stock was flat, and you know, it was just the positive I would say body language of the management team that you know, the cloud bottom may be here for them. Okay, who's got the strongest who has the strongest cloud offering, and who will win the most market share? Well, Amazon's far bigger in terms of you know, revenue, the revenue boundard is closer to ninety billion dollars compared to Microsoft, which is closer to sixty billion, and with Google somewhere around twenty four to twenty five billion. So Amazon's clearly the leader with the biggest network and biggest footprint. But let's bring you into the conversation here. This has been a brutal week. At one junction, we lost two hundred billion dollars in market cap of some of these biggest and most loved, most owned stocks in the US. As you go to the close of the week, there was a brutalization of stocks that disappointed on Clyde, But the one thing that stood out to me is that there are these tech companies and they are raising prices. How does that play into your thinking? Yeah, I think on the retail side, Amazon actually has done a great job in maintaining its share and even growing it. You know, when you talk about raising crisis, do then in flee. I think it's quite the opposite at Amazon. You're actually seeing them push forward low crisis, especially on those deal days that they have, like Prime Days, and that's driving the consumer spend. We're expecting Amazon to use it scale and speed to really push the pedal on prices even more as we go through the holiday season, and that's going to drive consumers to their platform, allowing them to go gain share over competitors. Plunum advertising revenue has been growing at a double digit clip based on what two hundred million global Prime subscribers were able to get an early WED on that Prime Video ads edition. I think the ad edition is going to take time to build right now. The bulk of that advertising revenue is driven from the retail side, and I think that's really key here that's going to continue to climb. And remember that advertising is a much more profitable business than the retail business and even the cloud business. So as that business scales beyond fifty billion, which it's trending to right now, it's going to drive the bottom line for Amazon. And that edition of the ads that you're talking about, I think that's just icing on the cake. I mean, that's really going to also help build revenues for Amazon and allow customers to choose do they want the ads or do they want the content without the ads where they would have to pay attlefore that. And you're right, we've now digested earnings from Alphabet, Meta, Intel, IBM, you name it. You know, what are the primary takeaways from you from three third quarter performance? I think if we are not very close to the bottom, you know, we have probably a quarter or two away, and I think that really sets up well for a big rebound in twenty twenty four. And I think this was the biggest fear that we have that what's going to happen beginning of next year with geopolitical conditions getting worse. And I think last night's results and even Microsoft's comments give us some hope that things are not as bad as you know, you know, people are making out to be. It does raise a question though, about the differentiation on rog within the cloud space, within the AI space, and whether companies are being reward for investing in some of the AI intelligence AI programming that could make a lot of money. Did you get the sense that Amazon was rewarded more on that front than Google. See. One of the biggest thing I think it's the scale matters now, And you have to remember most enterprises around the world fortune two thousand companies are going to experiment with this technology over the next twelve to twenty four months. Who are they going to go to. All these companies have the building blocks for people to experiment, So I'm not saying one's going to win over the other. All three of them are going to get their fair share of revenue from the clients. The problem is on the other side, they actually don't have enough GPU capacity to go out and build some of that AI workloads or training models and other things. But I'm fairly confident that over the next twelve for twenty four months, all three of them are going to see some benefit from Jenai. Who's got the ability to deliver the best margins. You note that revenue grew by twelve percent of aws, but the margin jump by third thirty percent. Who else is at thirty percent or beating that? Or is that where the aspiration is to deliver stronger margins? Is that part of the buy thesis. So one of the things we have talked about, think about all the three companies in the long run. Now the long run could be five years or ten years. These businesses have potential to grow operating margins north of forty percent. Now that's the reason why we say that is if you look at you know, processing companies and other things, when they reach maturity stage, these are highly scalable business Once you you know, go through the cycle of capax, you don't really require that much money to maintain them. We are confident in the the long run all three of them will have great margins. The other two companies don't really disclose it at the cloud level, at that infrastructure level, but to that extent, I mean, I mean, frankly, alphabet is still losing money in their cloud portfolio. But there is a lot of different things that go into that. Put on what's the takeaway that we've gotten in terms of these earnings about how much retailers in the US continue their hedonistic tendencies. Yeah, I thank you for the retailers. It's going to be mixed. As we moved through holiday, there is going to be clear winners and losers. And we do think that the consumer is really focused on value and that trend isn't going away for the holiday season, so they're going to have to suction the pedal on price and inventories aren't as high as they were last year, so it's really going to depend on their ability to bring product in to drive demand and really keep prices well the holiday season. Un I'm Gail on our grounda both of you. Thank you so much for being with us. One aspect of the market that's kind of flown under the radar is the regional banks in particular, especially as we talk about the big banks and the successors and all of that, and we could see that so far you're to date the BKX, the KBX KBW index is down twenty five percent, close to the lows that we saw during the crisis back in March. Now is Chris Marinac, director of research at Jenny Montgomery Scott. And I know Chris that you've been really bullish on the banking sector and I want to get your take on what you make of the selloff that has persisted. Well. I think, Lisa, there's been some continued struggles about the fears of credit quality getting worse in twenty twenty four. I think that there's been some passive flows against the banks. I've heard of a lot of folks shorting the KRX and the KRE and then going along in the Nasdaq one hundred, So that has been a challenge in terms of incremental selling. I think to some extent, the banks are not sexy here and they're not doing anything from a growth perspective that causes investors to dive in. And I think most of the fun flows has been to other growth areas and other areas that are kind of avoiding anything that's economically sensitive and perhaps recession recession proNT So have you gotten less bullish on this area because we have seen a bit of underperformance versus expectations, particularly in the regional space, and there isn't a clear pathway to growth. Well, the stocks have an opportunity to trade back to forty five to forty seven on the KRE. I think the question is can we get investors to pay attention to what really matters, which is cash flow. The operating cash flow for most banks is only down about ten percent from the August estimate's pre third quarter earnings, and so I think the other ninety percent of PP and R is actually very strong to allow banks to earn through the cycle on credit issues and anything that comes their way. I think their capacity to absorb losses is extremely good, and that's one of the reasons I've thought the stocks have opportunities to do better. I don't think we'll go back to where we would have been on the KRE pre Silicon valley, but I do think we can be better than we are, and I think we have to get through this recession discounting that the market is doing at the moment. Yeah, we are pretty obsessed with the recession dis kind in it just hasn't come home Durus yet, Chris good Morning. Provisioning was something that stood out for me as being on the low side in this reporting season. Of course, if there is no dramatic slow dying and there is no hard landing, then that's all justified that The acinting reason, do you think twenty twenty four is going to be madred by an increase a material increase in provisioning, and if so, word does it hurt the most. So I think that the provisions will rise in twenty four primarily because I think charge offs will go up. We have a lot of companies who are writing off fifteen to twenty basis points of charge offs, which is very very low. So going back to thirty or forty basis points for most mid sized banks is normal. I think your large national companies probably right off between forty five and fifty, so that's a little higher than the forty range that they are today, So that will cause provision to rise. I think generally most banks are going to set aside reserves to kind of build confidence with themselves. Clearly, the accounting on SECOIL has led banks to actually limit their reserve growth this quarter, less than I would have fought. I think to some extent it is driven by unlimited balance sheet growth and also the Moody's forecast that a lot of banks use has actually pushed out the recession, and that is also tamped down the reserve calculations. I mean, you think the consensus is obviously JP Morgan just keeps getting bigger. It's just like this juggernaut that just swallows everything and moves everything out of its way. You've listened to the conference calls, You've listened to a couple of these CEOs. Who's under most pressure in the banking sphere? I know I have my target list, But who do you think is under the most pressure as the CEO at the moment? Well, I think there are regional banks who have capital ratios that are depressed when you take the mark to market for all securities, both for the available for sale and held the maturity, So that issue has to be resolved. I think to some extent, banks will work out of their issues on their own because securities are going to start maturing in four and twenty five and to some extent these marks start to flatten out. We don't have to see FED policy chains for the marks to get better. I think somebody think that some of the payoffs of securities coming due at maturity will help. I think the pressure is on the regional banks who are going to have these new FED accounting rules, which basically means who ratios are lower than they're reported, And even though it's phased in over a three year period, the market just perceives that they have to adopt those capital rules today, so to some extent, I think we have to fight through that. The good news is the banks are profitable, they can pay dividends. There's no changes happening on some of those major items like common and preferred dividends. So I think the attitude for the investors should be better than it is. But I think the pressure is really on the regional banks where the definition is changing on capital. I do think will work through it, but that continues to be the pressure point at the moment. So does that mean that we have to extend the BTFP and do you believe that they will extend that we don't have to extend it. It It would be nice to extend because it simply takes one issue off the table. The use of BTFP has been very limited. It's hovering around one hundred and nine billion for weeks and weeks, and so the banks who have used it have used it. Some may renew if given the opportunity, but if they don't, I don't think it's a big problem. It would be nice to do that. It would be nice to have some FDIC deposit insurance reform to be able to buy insurance on uninsured depositors. I'm not sure the FDIC is going to go there, so that would be my thought on that. So it sounds like the regional banks have a maturity profile that's not as dire as I think some of us were worried about. But I think about some of the assets that are sitting there. Are the regional banks kind of stuck like utilities where I'm in a flat yield curve, so I don't have a lot going on there. I have some things I may have to write off, but I just don't see a lot of growth ahead of me. And they don't have the diversification of some of the money center banks. Well, I actually think the diverse location is actually very good. I mean, you have office real estates very limited, even commercial real estates very limited. Within the C and I space, there's a lot of different mid size and small businesses that regional banks and even community banks do and provide a great service for that. The economy is healthier than I think folks realize. But even if it changes, the ability for companies to earn through is very good. What we see happening is actually less balance sheet growth but more turnover old loans that are at low yields, renewing at high yields. A new loan today is going on the books at eight percent, and that actually is very attractive, and it's going to cosset the mix to shift on netatrist margin. We think margins may actually bottom in the first quarter, if not sooner, and that will help the stocks. I think catch a little bit of a bid. Chris, just real quick here, final word on Ted Pick the idea of some of the succession at Morgan Stanley. Is it significant in terms of the direction of that bank or do you think that it's basically going to be a continuing of the guard. Well, the investment banking business is the highest margin business of these large international firms, so it didn't surprise me at all that he was the choice. I think that his leadership inside the company has been very well thought of for a long time, so it seemed to make sense. I think to some extent they want to put the best foot forward, not to be negative on the wealth management space, because it's certainly a huge driver. They picked up a lot of new customers from the First Republic failure in April and May, so there's a lot happening there. But it seemed to be kind of continuing on the investment banking Angela Chris Marrinac of Jenny Montgomery Scott. Thank you so much. Subscribe to the Bloomberg Surveillance Podcast on Apple, Spotify, and anywhere else you get your podcasts. Listen live every weekday starting at seven am Eastern on Bloomberg dot com, the iHeartRadio app tune In, and the Bloomberg Business app. You can watch us live on Bloomberg Television and always on the Bloomberg Terminal. Thanks for listening. I'm Lisa Abramowitz, and this is BloombergSee omnystudio.com/listener for privacy information.

The Disciplined Investor
TDI Podcast: Funding Sustainable Bubbles (#838)

The Disciplined Investor

Play Episode Listen Later Oct 15, 2023 75:10


Autonomous farming, sustainable energy, food scarcity and the debt cycle that funded it all. Conflict in the Middle East drives oil up Hot CPI and PPI squash bonds. Sustainability and bubbles are the focus of our guests. Satyajit Das is an internationally respected expert in finance, with over 37 years' experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world. Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 & 2021) He was featured in Charles Ferguson's 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power & Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who's Saving Whom. His writing appears in Financial Times, Nikkei Asia review and Marketwatch Robbie Miles, CFA, ACA - Portfolio Manager (Director) in the Global Thematic Equity team, London Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis. Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm's sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (JPM), (KRE), (TLT), (USO)

Lucie's Little Show
Na što bi se fokusirala da danas pokrećem svoj biznis?

Lucie's Little Show

Play Episode Listen Later Oct 1, 2023 23:54


Prijava na mastermind: https://luciadzic.com/mastermindListopad je mjesec kada u podcastu dolze biznis priče! Krećemo s onom u kojoj vam pričam o tome na što bi se ja fokusirala, koja pitanja bi si postavljala i na čemu bi radila da danas pokrećem svoj biznis. Hint: ne pričam o akcijskim koracima i strategiji već o postavkama 'u glavi' zbog čega mislim da će ova epizoda biti korisna i vama koje možda niste u svijetu poduzetništva(može se primijeniti na bilo koje odluke koje donosimo u našoj karijeri). Uživajte!xx L

News in Simple Turkish/Basit Türkçe ile Haberler
26 Eylül 2023 Salı - News in Simple Turkish: Learn Turkish with the news!

News in Simple Turkish/Basit Türkçe ile Haberler

Play Episode Listen Later Sep 26, 2023 5:25


To enjoy all 130+ episodes, please subscribe on https://anchor.fm/turkish-learners-network/subscribe We publish new episodes weekly!  Basit Türkçe ile Haberler / News in Simple Turkish by Turkish Learners Network Basit Türkçe ile Haberler'in yeni bölümüne hoş geldiniz.  — Kreş: Daycare Uyuşturucu: Narcotic Şilte: Mattress Solumak: v. Breathe Suçlama: Accusation Başsavcı: Head of Prosecution Şüpheli: n. Suspect Denetim: Inspection Ölümcül: Fatal — Bugün 26 Eylül 2023 Salı. We have an important announcement to make. Starting this episode, you can enjoy News in Simple Turkish in video format on Spotify. Our free-for-everyone episodes will also be on our YouTube channel, Turkish Learners Network. Kreşte Fentanil Ölümü New York'ta bir kreşte kötü bir olay oldu. Bir yaşındaki bir çocuk fentanil adlı uyuşturucu yüzünden öldü. Bu uyuşturucu eroinden çok daha güçlü ve tehlikeli. Çocuk sadece bir hafta önce kreşe gitmeye başlamıştı. Çocuğun uyuduğu şiltenin altına birileri uyuşturucu saklamıştı. Çocuk, bu uyuşturucu nedeniyle hayatını kaybetti. Olay cuma günü gerçekleşti.  Bronx bölgesindeki kreşe giden diğer üç çocuk da hastaneye kaldırıldı. Aşırı doz uyuşturucu nedeniyle olduğu düşünülüyor. Polise göre, bu çocuklar fentanil soludu. Hastaneye kaldırılan üç çocuğa Nalokson ilacı verildi ve çocuklar hayata döndü. Bu ilaç aşırı doz uyuşturucu alan kişileri iyileştirmek için kullanılıyor. Polisler şiltenin altında bir kilo fentanil buldu. Kreşte ayrıca uyuşturucuyu paketlemek için kullanılan üç pres bulundu. İki kişiye uyuşturucu bulundurma ve cinayet suçlamalarıyla dava açıldı. Kreşin sahibi Grei Mendez ve kiracısı Carlisto Acevedo Brito suçlanıyor. Başsavcı, suçlamaların ciddi olduğunu söylüyor. Yetkililere göre, iki şüphelinin kaçma riski var. Mendez'in eşi olaydan sonra kaçtı ve şu anda kayıp. Polisler Mendez'in eşini hâlâ arıyor. Mendez'in avukatı suçlamaları reddediyor. Avukat, Mendez'in kreşteki uyuşturucuyu bilmediğini iddia ediyor. Bugün sabah üçüncü bir kişi daha gözaltına alındı. Bu kişi, uyuşturucunun dağıtımına yardımcı olmak suçlamasıyla tutuklandı. Polis, şüphelinin evinde ilaç paketleri hazırlamak için malzemeler buldu. Bu evde, uyuşturucu hazırlarken kullanılan başka eşyalar da vardı. Bir kamu sağlığı yetkilisine göre, kreşte 6 Eylül tarihinde sürpriz bir denetim yapıldı.  Ancak bu denetimde uyuşturucu bulunmadı.  Fentanil çok güçlü bir uyuşturucu ve ölümcül olabilir. Polise göre, kreşte bulunan bir kilo fentanil 500.000 kişiyi öldürebilir. Belediye Başkanı Eric Adams, fentanilin ulusal bir sorun olduğunu söyledi. Fentanil, ABD'de uyuşturucu kaynaklı ölümlerin artmasına neden oluyor. 2010 yılında ABD'de 40.000'den az kişi aşırı doz uyuşturucu nedeniyle öldü. Bu ölümlerin yaklaşık yüzde 10'u fentanilden kaynaklıydı. 2021 yılında ise ölü sayısı yılda 100.000'e ulaştı. Bu ölümlerin yüzde 66'sı fentanil ile bağlantılıydı. — Dinlediğiniz için teşekkürler!  Lütfen bu bölümü Türkçe öğrenen diğer kişilerle de paylaşın! Yeni bölümde görüşmek dileğiyle, hoşça kalın!

MKT Call
Chart-A-Palooza with Carter Worth

MKT Call

Play Episode Listen Later Sep 20, 2023 32:57


Guy Adami and Carter Worth down the top market headlines and bring you stock market trade ideas for Wednesday, September 20th $SPX breaking both unforgiving & forgiving trendline Crude hitting a top? $SMH & $KRE charts $FIS $LNC so bad they're good? We take your questions! Timecodes 0:00 - Yields + Gold 7:30 - SPX Unfilled Gaps 16:00 - Crude Oil + Energy 21:30 - Semis + Regional Banks 26:45 - Pintrest, PayPal, Oracle MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Daily Market Wisdom with Nick Santiago
Regional Banks Disaster In Waiting — Nick Santiago 9-18-23 #526

Daily Market Wisdom with Nick Santiago

Play Episode Listen Later Sep 18, 2023 8:03


1. Weak start for the markets to begin the week. Last week was a very choppy and volatile options expiration and today much slower. 2. The regional banks are on my radar today. The important Regional Bank ETF (KRE) is trading lower by 1.7% and this pattern is signaling a decline down to the $41.00 area. That support level better hold or else this is going to signal another round of problems on the horizon. The 2023 low for the KRE was at $34.52 so at this time this is just a retrace pattern, but the $41.00 level will be important. 3. The auto workers strike is still going on today. Either way, Ford (F) looks weak on the charts and so does GM. I have Ford ultimately going to $9.00 which could be a good stop to buy the shares. I have GM going to $26.50. and that could be a good bargain as well. 4. Gold is flat this morning. it made a decent comeback last Friday climbing back to its 20-day moving average and remaining above the important 200-day moving average. This keeps gold in a position to fight another day. The DXY is flat today and this will often affect the gold action. 5. Bitcoin is catching a very good pop today. The popular crypto is trading higher by about 3.0%. The pattern on the weekly chart will be important by the end of the weThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4295686/advertisement

The RO Show
Women Leaders in Business & Finance: MISH Talks Macro & Winning Trades in All Markets

The RO Show

Play Episode Listen Later Jul 9, 2023 79:26


Episode 4 On today's show I speak with Michele 'Mish' Schneider, was one of the frist female floor traders of the Ny Commodities Exchange. She is managing director and partner of 3 companies - financial publishing, RIA, and fintech. Mish is author of "Plant Your Money Tree" as well as creator of Economic Mondern Family. 1. Background Career transition from teacher to trader One of first female commodities floor traders Challenges and overcoming them 2. Plant Your Money Tree book Economic modern family Important sectors to watch: IYT, IWM, KRE, XRT, IBB, SMH Moving averages - 50w and 200w moving averages Big 6 different market phases How to follow the smart money 3. Macro and market effects  FED, rates and inflation Bond market, yields and TLT, JNK, HYG Commodities - GOLD, SILVER, CRUDE, SUGAR, AG, Fertilizers Dollar Earnings and Unemployment Stagflation 4. Market strategies Allocations Charts and time periods Sector analysis Support and resistance levels Stock ideas   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023

The Julia La Roche Show
#077 Harold Bradley On The Danger ETFs Pose To The Stock Market

The Julia La Roche Show

Play Episode Listen Later May 23, 2023 99:50


Harold Bradley, a long-time investment manager and chief investment officer, joins Julia La Roche on episode 77 to discuss why Exchange Traded Funds (ETFs) have distorted the role of equities markets in capital formation while posing systemic risks. Bradley has broad and deep experience in mutual funds, foundations and endowments, exchanges, and private equity partnerships, including venture capital and hedge funds. His experience also encompasses investments in farmland, metals and mining, futures and options, and a track record of successful engagement with venture-backed technology and FinTech companies, including W.R. Hambrecht's OpenIPO, Euronet Worldwide, StarMine Corp (sold to Reuters) and Archipelago, LLC (IPO). In 1982, Bradley introduced first of a kind cash-settled stock index futures contract in the Value Line Composite Index while at the Kansas City Board Trade before purchasing a membership and trading for five years on the floor. In 1988, he was hired at Twentieth Century, now American Century, as the first equity trader, and built a globally recognized trading operation over the next ten years. He was the lead portfolio manager of small-cap growth funds from 2003 to 2007. He was later appointed Chief Investment Officer of aggressive growth strategies before being named President of American Century Ventures in 1999, which invested $63 million in businesses likely to disrupt the mutual fund industry. From 2003 to 2007, he managed American Century Tomorrow and a team of software engineers and developers who used artificial intelligence, fuzzy logic, inference engines, and pattern recognition to develop manager compliance systems and quantitative investment strategies for American Century growth mutual funds managing $10B. The American Century trading desk received global recognition as an innovator of electronic trading techniques and protocols, including the Financial Information Exchange (FIX) Protocol steering committee that created open source standards for order, trade and settlement instructions between investment firms, brokers and exchanges in global equities and foreign exchange trading. Throughout his career, Bradley delivered Congressional testimony on stock market regulation, electronic trading, soft dollars, decimalization of stock prices, and ETFs. As Chief Investment Officer of the Kauffman Foundation from 2007 to 2012, he co-authored a vital research paper with Robert Litan highlighting risks to market stability from lax regulation of ETFs. He also co-authored widely-cited papers on subpar venture capital fund returns, with recommended best practices. He's been interviewed by CNBC, Wall Street Journal, New York Times, and others. Read Harold Bradley's October 2011 testimony on ETFs here: https://www.etf.com/docs/Bradley_Testimony_10-19-11_SII.pdf 0:00 Open 1:21 Harold Bradley 2:15 Accidental investor 3:00 Agricultural commodities reporter 5:43 A major structural shift 6:45 Pace of change 7:50 Wheat pit to stocks 10:29 1987 crash 13:04 Black Monday blamed on portfolio insurance. ETFs 'a form of portfolio insurance' 13:45 20 Building trading operation 16:30 Electronic trading 21:15 Fees 22:40 Flawed system was a bug, not a feature 23:01 Soft dollars 28:59 Testified before Congress six times 30:10 Risk in ETFs 32:00 Drawback to mutual funds 35:12 Why did ETFs start 38:22 Decimalization 40:30 How D.C. works 43:00 ETFs are presented as a passive investment, but they're not 48:30 KRE 53:29 ETFs have instant liquidity, but the component securities within an ETF aren't immediately liquid 57:00 Gold/silver ETFs 1:00:45 Margin lending 1:03:18 How are ETFs distorting markets and the systemic risk they pose 1:06:00 Undermining price discovery 1:10:38 Bubbles 1:11:50 AI next ETF craze 1:13:00 Punishing good management 1:17:00 Investing today 1:20:00 Investing challenges 1:22:54 Why market won't go down? 1:27:00 Fragile markets 1:28:00 ETF risk likely won't go away 1:34:00 Markets today

In Search of Green Marbles
E81 - Markets Keep Worrying While Equities Grind Higher

In Search of Green Marbles

Play Episode Listen Later May 12, 2023 27:30


G3 welcomes Jordi Visser, president and CIO of Weiss, onto the pod.In this far-reaching conversation, Jordi shares his views on the continued wall of worry that is plaguing many participants in the markets. Specific topics covered include recent economic data, the status of regional banks, America's debt ceiling drama, AI, and Bitcoin. Last but certainly not least, Jordi and G3 discuss the most recent Kentucky Derby. Please check important disclosure at the end of this episode.Time Stamps:What is Jordi's take on Mage's Kentucky Derby win? [1:09]Is the decline of KRE, the regional bank index, an indication of trouble for the market? [4:41] Why are Stanley Druckenmiller, Hugh Hendry and other market influencers warning of doom and gloom? [7:29]What green marbles of hope does Jordi see on the horizon? [16:38]What is Jordi's current outlook on Bitcoin and ChatGPT? [22:18] Resources:The Risk? No Recession [VIDEO]Jordi Visser on the Pomp Podcast The 149th running of the Kentucky DerbyPoor market sentiment and strong liquidity at regional banksHugh Hendry shares his views on the systematic riskDisclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

The Weekly Trend
Episode 157: Back to the Scene of the Crime

The Weekly Trend

Play Episode Listen Later Apr 1, 2023 41:00


In this week's episode, David and Ian discuss the recent weekly, monthly, and quarterly candles, Nasdaq outperformance, year-to-date stats on the S&P 500 and its largest components, and how KRE and XLF are still struggling. 

Motley Fool Money
3 Bank Stocks We Just Bought

Motley Fool Money

Play Episode Listen Later Mar 30, 2023 23:59


It helps to know the difference between an investing opportunity and a falling knife.   (0:21) Asit Sharma discusses: - RH (aka, Restoration Hardware) wrapping up a rough fiscal year. - How the retailer's great margins during the pandemic have gotten....less great. - Electronic Arts and Roku joining the list of tech companies laying off employees. (12:40) Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals. Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY Host: Chris Hill Guests: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

MKT Call
Will Q1 Mark the High for Stocks?

MKT Call

Play Episode Listen Later Mar 27, 2023 35:59


Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, March 27th -Mike Wilson on the next risk for stocks -Marko Kolanovic on why Q1 will mark the high -Carter worth on the SPY, QQQ, KRE & XLF -CAT downgrade -We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Zacks Market Edge
Should You Buy the Regional Bank Stocks?

Zacks Market Edge

Play Episode Listen Later Mar 15, 2023 39:16


The regional bank ETFs are down double digits in just a few days. Is it a buying opportunity? (1:00) - Silicon Valley Bank Collapse: Should You Be Taking Advantage of Banks On Sale? (9:45) - Should You Be Following The Large Investors? (16:00) - The Impact of Savings Rate-chasing: Will Other Banks Suffer? (24:30) - Will More Regulations Hurt or Help The Banking Industry? (30:10) - Should You Be Considering Regional Banks Right Now? (36:40) - Episode Roundup: SCHW, FRC, WAL, KRE, KWBR, IAT