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The rennie podcast is about the real estate market and the people connected by it. Tune in for monthly discussions making sense of the latest market data.EPISODE #89: THE FINE PRINT IN METRO VANCOUVER'S BUYERS' MARKET Join Ryan Berlin (Chief Economist and Vice President of Intelligence) and Ryan Wyse (Market Intelligence Manager and Lead Analyst) as they are joined by top-performing rennie advisor Danny Chow to discuss the latest resale and new home market trends. They explore the fine print behind Metro Vancouver's buyers' market, including why conditions are beginning to tighten, where sellers still hold the advantage, and why local market knowledge matters more than broad regional headlines. The conversation also examines record-low new home sales, changing buyer behaviour, and what the latest inflation data means for interest rates and housing. Featured guests:Ryan Berlin, Head Economist and Vice President of IntelligenceRyan Wyse, Lead Analyst and Market Intelligence ManagerDanny Chow, rennie advisorWe'd love to answer your real estate questions. Email us at intel@rennie.com or leave a voicemail, and we'll try to respond in future episodes.
With the Bulldogs impressive win on Saturday night in Omaha, and looking every bit like a national champion, we check in with Kyle Peterson, who was on the broadcast Saturday and will be again tonight. See omnystudio.com/listener for privacy information.
With the Bulldogs impressive win on Saturday night in Omaha, and looking every bit like a national champion, we check in with Kyle Peterson, who was on the broadcast Saturday and will be again tonight. See omnystudio.com/listener for privacy information.
Most portfolios already own the AI trade — but almost none own the energy underneath it, and that's exactly where the next big opportunity lives.In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with Justin Huhn, Founder, Lead Analyst and Editor of Uranium Insider, to unpack why uranium is the missing layer beneath the AI trade — and why the structural supply-demand imbalance in the nuclear fuel cycle may be one of the most consequential and overlooked investment opportunities of the decade.Justin traces uranium's journey from a forgotten commodity trading near $18/lb in 2017 to today's spot price of $85 — and explains why the bull case is more durable now than ever. The convergence of AI data center power demand, Western electricity grid strain, reactor life extensions, hyperscaler nuclear power agreements, and a deeply undersupplied fuel cycle has created a structural setup that, in Justin's view, doesn't require the AI tailwind to deliver significantly higher uranium prices. That tailwind is, as he puts it, "a bonus."The conversation covers the full uranium fuel cycle — from mine to reactor — including why supply simply cannot respond as quickly as demand, why utilities are systematically late to contract, how hyperscalers like Microsoft, Google and Amazon entering the nuclear fuel market is a landmark signal, and how advisors can think about positioning uranium as an infrastructure-adjacent hedge on the AI power squeeze.⏱ Chapters00:00 — Introduction: AI, energy crisis, and the nuclear renaissance 04:04 — Why nuclear is the only power source AI infrastructure actually needs 09:07 — Justin Huhn: from $18/lb uranium to the global nuclear renaissance 13:50 — Safety, carbon, and why the anti-nuclear narrative finally broke 16:16 — Western electricity demand awakens: AI and electrification converge 21:32 — U.S. grid stress: data centers testing the limits of existing infrastructure 23:40 — Every U.S. reactor getting life extended; hyperscalers entering the fuel cycle 26:39 — What Microsoft, Google and Amazon signing nuclear deals actually signals 28:49 — Supply vs. demand: why uranium can't be turned on like an oil well 34:44 — Why uranium price is almost irrelevant to reactor restart decisions 39:17 — How utilities contract uranium: long-term deals, herd behaviour and missed timing 44:57 — Why utilities have been "utterly wrong" about price trajectory — and why that matters 50:35 — How Uranium Insider models supply and demand out to 2040 52:40 — The dynamic trading model: doubling money while outperforming ETFs by 50–60% 53:10 — Reading the physical market, sentiment signals, and RSI for trade timing 57:54 — Uranium as an advisor portfolio play: the AI-adjacent energy infrastructure trade 59:07 — SMR demand, OPG Darlington, and what the next leg of the cycle looks like #Uranium #NuclearEnergy #AIInfrastructure #EnergyInvesting #UraniumInsider #NuclearRenaissance #DataCenterPower #SmallModularReactors #UraniumBullMarket #RaiseYourAverage #CriticalMinerals #EnergyTransition #NuclearStocks #UraniumMining #PowerGrid #AIDataCenters #AlternativeEnergy #PortfolioConstruction #InvestmentStrategy #FinancePodcast
Host: Catalina Secreteanu, Managing Director, ESG Solutions, Europe, Morningstar Sustainalytics Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics Guest: Bin Dong, Lead Analyst, ESG Methodology, Morningstar Sustainalytics On the Evolution of Sustainable Investing and Constructing More Resilient Portfolios In this episode of Sustainability in Conversation, we welcome our new co-host, Catalina Secreteanu. Catalina has worked in the sustainable investment space for the past 17 years, holding roles at UKSIF and Sustainalytics in the UK and Australia. During that time, she's had a front row seat to how the industry has evolved. She shares her thoughts on where the market has been and where it's going, as well as the challenges and opportunities along the ways. Melissa and Catalina also sat down with Bin Dong, Lead Analyst, ESG Methodology, and author of the report “ESG Resilience in Focus: What the US-EU Divergence Means for Portfolio Performance.” Building on analysis from a previous publication, this report examines how portfolios adjusted for material sustainability factors perform under pressure in US and EU equity markets. Bin shares the most recent findings and explains how investors could leverage the insights for their own approaches. Share Your Feedback Please take a moment to share your thoughts on Sustainability in Conversation. You can email us at podcast@sustainalytics.com or take this short survey. Key Moments 00:00:00 Introduction 00:01:46 A conversation with Catalina Secreteanu on the evolution of sustainable investing 00:14:13 A conversation with Bin Dong about ESG risk and portfolio resilience 00:24:01 Sign off Links to Select Resources Report | ESG Resilience in Focus: What the US-EU Divergence Means for Portfolio Performance Webinar | ESG Resilience in Focus: How Markets Price Risks and What It Means for Portfolios Report | ESG Risk Ratings: A Protective Instrument Amid Economic Shocks
TechSideline.com lead analyst Chris Coleman on Virginia Tech Hokies heaters
At Marketecture Live III in New York, James Wilhite, VP of Product, Index Exchange, sat down with Alan Wolk, Co-Founder & Lead Analyst, TVREV, to discuss how advertisers can still reach massive audiences in today's fragmented media landscape. The conversation explores the evolution of CTV advertising, the rise of contextual targeting, transparency challenges, privacy-safe audience activation, and how Index Exchange is helping brands better understand and curate streaming inventory. Takeaways - Mass audiences still exist, but they're spread across fragmented platforms. - Contextual targeting is becoming critical for CTV advertising. - Show-level transparency helps buyers understand what they're purchasing. - Privacy regulations are accelerating interest in contextual solutions. - Curation at the SSP level gives advertisers better inventory visibility. - AI and metadata partnerships are improving scene-level targeting. - Probabilistic targeting helps estimate who is watching in a household. - Contextual advertising reduces brand safety risks in CTV. Chapters 00:00 Introduction to the James Wilhite and Alan Wolk 01:00 How media activation has changed from traditional TV to streaming 02:27 Why fragmented audiences are still massive audiences 03:42 The transparency challenges in CTV advertising 05:10 What contextual targeting actually means 06:14 How scene-level and show-level contextual data works 07:13 Why contextual targeting is growing now 07:57 AI and Gracenote's role in metadata analysis 09:35 How Index Exchange enables contextual targeting in CTV 11:15 Why curation is moving to the SSP layer 12:35 Probabilistic targeting and household viewing data 13:35 How contextual targeting improves brand safety 14:53 The future of contextual targeting in CTV 16:20 Challenges with first-party data quality 17:27 Why privacy concerns differ between web and CTV 18:31 Final thoughts on reaching mass audiences today Learn more about your ad choices. Visit megaphone.fm/adchoices
Most teams do not lose because of lack of talent. They lose because of decisions. At Qlik Connect, last week, I had a great conversation with Andreas Hadelöv, Assistant General Manager and Lead Analyst at Malmö Redhawks on The Ravit Show, and what stood out was how disciplined their approach to data is. This is a team competing in Sweden's top ice hockey league with one of the lowest budgets, so they cannot afford guesswork.Everything they do is grounded in data, but in a very practical way. They bring together data from wearables, game events, and training into a single view using Qlik, and use it to plan practices, give player feedback, prevent injuries, and shape game-day strategy. No overcomplication, just focusing on where data actually impacts performance.Where it gets even more interesting is recruitment. They rely on a few trusted metrics like ice time and performance to make hiring decisions. That clarity helps them stay competitive without overspending.Their approach to AI was also refreshing. They are testing it, but only using it where the data is highly reliable, mainly in scouting. Everything else can wait until the foundation is strong.The biggest takeaway for me was simple. Start small, stay focused, and align data with your strategy. That is what makes data actually useful.#data #qlik #ai #qlikconnect #theravitshow
EPISODE #88: WHAT PEOPLE WANT IN A HOME TODAYThe latest Homes of Tomorrow research takes a closer look at how preferences are shifting as the market changes. Ryan Berlin (Chief Economist and Vice President of Intelligence) and Ryan Wyse (Lead Analyst and Market Intelligence Manager) are joined by Elaina Cowley (Senior Manager of Product Development ) to explore what buyers and renters are actually looking for right now.From the rise of the end-user and the continued demand for homeownership to what matters most inside the home—like extra rooms versus extra room—this episode focuses on how real lifestyles are shaping real estate decisions. It's a practical look at what should be built, and why the “build it and they will come” approach no longer holds. Featured guests:Ryan Berlin, Chief Economist and Vice President of IntelligenceRyan Wyse, Lead Analyst and Market Intelligence Manager Elaina Cowley, Senior Manager of Product DevelopmentRead the Homes of Tomorrow Report We'd love to answer your real estate questions. Email us at intel@rennie.com or leave a voicemail, and we'll try to respond in future episodes.
Today, HousingWire's CEO, Clayton Collins and Lead Analyst, Logan Mohtashami, will talk about the Government dropping the probe on Fed Chairman Jerome Powell, paving the way for Kevin Warsh to be Chairman. We also go over some recent housing data and talk about the BIG event in Austin, Texas — The Gathering — and why it's important. Related to this episode: DOJ drops probe of Fed Chair Jerome Powell HousingWire | YouTube More info about HousingWire To learn more about Total Expert click here. The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.
The rennie podcast is about the real estate market and the people connected by it. Tune in for monthly discussions making sense of the latest market data.EPISODE #87: SPRING LANDSCAPE: A NEW NORMAL FOR METRO VANCOUVER HOUSING MARKET?The Spring 2026 rennie Landscape is here, and it paints a picture of a housing market adjusting to an ever-evolving set of macroeconomic and geopolitical conditions. Ryan Berlin (Vice President of Intelligence and Chief Economist) and Ryan Wyse (Market Intelligence Manager and Lead Analyst) walk through what's shaping the market right now, from a weak labour market backdrop, to population decline, to rising housing inventory. They also look at what record rental vacancy and continued price softness mean for renters, owners, and the market ahead.Featured guests:Ryan Berlin, Chief Economist and Vice President of IntelligenceRyan Wyse, Lead Analyst and Market Intelligence ManagerWe'd love to answer your real estate questions. Email us at intel@rennie.com or leave a voicemail, and we'll try to respond in future episodes.
Chris Coleman, TechSideline.com lead analyst by Ed Lane
As I am recording this on Friday, April 10, JD Vance is en route to Islamabad, Pakistan, for negotiations over a ceasefire announced on April 7. This ceasefire is shaky at best. It is clear that there was never a common understanding between Iran and the United States about what might be included in a ceasefire, but American and Iranian delegations are headed to Islamabad to discuss these details. My view is that this will likely be a long and drawn-out process with limited chances for meaningful progress in the near term. Still, the level of violence in the region is reduced from what it was before the ceasefire, and that is a good thing. There has been some reporting that China played a backroom role in helping convince Iran to come to the negotiating table, which I find interesting given the wide range of views among the Chinese foreign policy elite about how Beijing should approach this conflict. My guest today, Jacob Mardell, is Lead Analyst at Sinification, a Substack that tracks these very debates in Chinese foreign policy. He scours Chinese publications, blogs, and official statements to help the rest of us get a pulse on foreign policy debates in China. We have a long conversation about the contours of Chinese thinking about the war in Iran and the broader Middle East, including whether China might be willing or able to step in as a credible mediator, as well as the risks and opportunities China sees if the U.S. gets bogged down in another war in the Middle East.
This week, Dave sits down with N2K's Lead Analyst, Ethan Cook, to talk about the ongoing lawsuits between Anthropic and the federal government after the Trump administration designated the AI firm as a supply chain risk. Additionally, the two also take a look at a new cyberattack insurance program the federal government is currently seeking public comment on. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney. Links to today's stories: Judge pauses Anthropic supply chain risk. US Treasury weighs cyber insurance backstop. Get the weekly Caveat Briefing delivered to your inbox. Like what you heard? Be sure to check out and subscribe to our Caveat Briefing, a weekly newsletter available exclusively to N2K Pro members on N2K CyberWire's website. N2K Pro members receive our Thursday wrap-up covering the latest in privacy, policy, and research news, including incidents, techniques, compliance, trends, and more. This week's Caveat Briefing a landmark ruling in a civil case that found both Meta and YouTube liable for damages caused to a user. Curious about the details? Head over to the Caveat Briefing for the full scoop and additional compelling stories. Got a question you'd like us to answer on our show? You can send your audio file to caveat@thecyberwire.com. Hope to hear from you. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Plugged In, we turn to a topic we haven't covered often; but one that's rapidly moving back into the spotlight: coal.As war in the Middle East disrupts LNG supply chains and drives gas prices sharply higher, European power markets are being forced to adapt. With gas-fired generation becoming increasingly expensive, coal is, at least temporarily, regaining economic relevance.We're now seeing early signs of increased coal imports, particularly in key markets like Germany, alongside shifting profitability dynamics between coal and gas-fired generation.So is this just a short-term market reaction… or a more significant structural change? Richard speaks to Toby Hassall, Lead Analyst at London Stock Exchange Group, and Firat Ergene, Lead Insight Analyst at Kpler, join the podcast to break down the data, covering fuel switching, regional demand, price dynamics, and what forward markets are signalling for winter and beyond. Setting the scene is our own Laurence Walker. Host: Richard Sverrisson – Editor-in-Chief, Montel NewsGuests: Laurence Walker – Deputy Editor-in-Chief, Montel News Toby Hassall – Lead Analyst, London Stock Exchange Group Firat Ergene – Lead Insight Analyst, KplerEditor: Oscar BirkProducer: Alexandra Carlon
EPISODE #86: TWO STORIES IN TODAY'S HOUSING MARKET. WHICH ONE IS REAL?There's a lot being said about the housing market right now, and not all of it lines up. One story points to a slow market, with hesitant buyers and downward pressure on prices. The other points to early signs of change, with sales beginning to pick up and supply tightening.Ryan Berlin and Ryan Wyse are joined by Brandan Price to bring together what the data is showing and what's playing out in the market. They look at where conditions stand today, what may be shifting beneath the surface, and what it means for how people buy, sell, and make decisions this spring.Featured guests:Ryan Berlin, Head Economist and Vice President of IntelligenceRyan Wyse, Lead Analyst and Market Intelligence ManagerBrandan Price, rennie advisor
This week, Ben sits down with N2K's Lead Analyst, Ethan Cook, to discuss the Trump administration's new national AI framework. The framework covers a variety of key areas such as minor protections, IP rights, and federal preemption. Additionally, the two discuss the FCC's recent import ban of any new foreign made routers due to security concerns. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney. Links to today's stories: Trump releases new national AI framework. FCC bans the import of new foreign-made routers. Get the weekly Caveat Briefing delivered to your inbox. Like what you heard? Be sure to check out and subscribe to our Caveat Briefing, a weekly newsletter available exclusively to N2K Pro members on N2K CyberWire's website. N2K Pro members receive our Thursday wrap-up covering the latest in privacy, policy, and research news, including incidents, techniques, compliance, trends, and more. This week's Caveat Briefing covers the a recent lawsuit from a coalition of state attorney generals regarding the DoJ's approval of HPE's acquisition of Juniper Networks for $14 billion. Curious about the details? Head over to the Caveat Briefing for the full scoop and additional compelling stories. Got a question you'd like us to answer on our show? You can send your audio file to caveat@thecyberwire.com. Hope to hear from you. Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us Fan MailTom Luginbill is the National Recruiting Director at ESPN and Lead Analyst at the ACC Network. As an athlete, Tom was the starting Qb at Palomar Junior College helping his school win the National Championship in 1993. He would later transferring and becoming the starting QB at both Georgia Tech and Eastern Kentucky. Luginbill is the son of a coach and followed in his father's footsteps coaching in the AFL, XFL and NFL. You can see Tom on ESPN and the ACC Network calling college football games and breaking down every aspect of the sport. In this episode we focus on the upcoming college football season and highlight which teams could be title contenders in 2026. Tom talks about the transfer portal, top QB's in the ACC, what the heck Bill Belichick is doing at UNC, transfer tampering and much more.
March 12, 2026 ~ Paul Sankey, President and Lead Analyst at Sankey Research discusses IEA releasing 400 barrels of emergency oil while Iran threatens 200 dollars a barrel. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Sam Hollister is joined by Mark Williams, Senior Advisor in EDF's Strategy & Policy Team, and Iris Shrestha, Lead Analyst in LCP Delta's Power Modelling Team. They discuss why constraint costs are rising in the GB electricity system, what reformed national pricing could change, and how smarter system operation could help reduce costs for consumers while supporting the clean power transition. Download report to explore this insights in more detail. Or, register for this webinar to hear from the experts. Subscribe to LCP Delta email communications Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time. Host – Sam Hollister Produced – LCP Delta and The Podcast Consultant If you'd like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at talkingnewenergy@lcp.com Follow us on: LinkedIn Hosted on Podbean. See podbean.com/privacy for more information.
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Paul Sankey, lead analyst at Sankey Research. They discussed the oil market pre-Iran war, global demand, and the ramifications of the current conflict. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Matt LueckShow Editing and Production: Matt LueckDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
This week, Ben sits down with N2K's Lead Analyst, Ethan Cook, to discuss the recent fallout between the Pentagon and Anthropic. The deal between the two soured over the past week, leading to Anthropic being dropped by the government for contracting jobs. Shortly afterwards, the government inked a similar deal with rival AI company, OpenAI. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney. Links to today's stories: The Pentagon bans Anthropic. Get the weekly Caveat Briefing delivered to your inbox. Like what you heard? Be sure to check out and subscribe to our Caveat Briefing, a weekly newsletter available exclusively to N2K Pro members on N2K CyberWire's website. N2K Pro members receive our Thursday wrap-up covering the latest in privacy, policy, and research news, including incidents, techniques, compliance, trends, and more. This week's Caveat Briefing covers the conflict between Iran, the US, and Israel. As this conflict has continued to intensify, cyberspace has emerged as a key battleground. Curious about the details? Head over to the Caveat Briefing for the full scoop and additional compelling stories. Got a question you'd like us to answer on our show? You can send your audio file to caveat@thecyberwire.com. Hope to hear from you. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week, Ben and Dave sit down with N2K's Lead Analyst, Ethan Cook, to discuss the Supreme Court's decision to overturn the Trump administration's tariffs, imposed under the International Emergency Economic Powers Act (IEEPA). Additionally, Dave sits down with Jeff Williams, Founder of OWASP and Co-Founder/CTO of Contrast Security, to discuss how NIST is rethinking its role in analyzing software vulnerabilities as the EU launches GCVE. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney. Links to today's stories: Supreme Court overturns Trump's tariffs. Get the weekly Caveat Briefing delivered to your inbox. Like what you heard? Be sure to check out and subscribe to our Caveat Briefing, a weekly newsletter available exclusively to N2K Pro members on N2K CyberWire's website. N2K Pro members receive our Thursday wrap-up covering the latest in privacy, policy, and research news, including incidents, techniques, compliance, trends, and more. This week's Caveat Briefing covers the recent AI declaration signed at India's recent AI Impact Summit. Curious about the details? Head over to the Caveat Briefing for the full scoop and additional compelling stories. Got a question you'd like us to answer on our show? You can send your audio file to caveat@thecyberwire.com. Hope to hear from you. Learn more about your ad choices. Visit megaphone.fm/adchoices
EPISODE #85: BUILT, BUT NOT BOUGHT? THE HOUSING STORY OF 2026Join Ryan Berlin (Head Economist and VP Intelligence) and Ryan Wyse (Market Intelligence Manager and Lead Analyst) as they discuss what the 2026 rennie outlook says is in store for Metro Vancouver's housing market in the year ahead. They examine why prices, rents, and sales activity are likely to remain soft, explore how new supply will start to pull back, and explain why the region's population will shrink once again this year before transitioning back to robust growth. In short, it's a conversation about 2026 shaping up as a year where the market finds its floor—and its footing—and what it means for the industry, buyers, and sellers.Additional ReadingThe 2026 rennie OutlookFeatured guests:Ryan Berlin, Head Economist and Vice President of IntelligenceRyan Wyse, Lead Analyst and Market Intelligence ManagerWe'd love to answer your real estate questions. Email us at intel@rennie.com or leave a voicemail, and we'll try to respond in future episodes.
This week, Ben and Dave sit down with N2K's Lead Analyst, Ethan Cook, to discuss the 21st annual State of the Net conference. This conference is a series of roundtable panels and interviews where industry experts and lawmakers meet to discuss the most pressing challenges facing the technology environment today. Throughout this conversation, our team breaks down AI, electricity grid stability, and media mergers. We also have some follow up from a friend of the show and former federal law enforcement officer, who notes that administrative subpoenas can provide quick, lawful wins without overburdening courts, but cautions that the full story is always more nuanced than it first appears. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney. Links to today's stories: State of the Net Conference Get the weekly Caveat Briefing delivered to your inbox. Like what you heard? Be sure to check out and subscribe to our Caveat Briefing, a weekly newsletter available exclusively to N2K Pro members on N2K CyberWire's website. N2K Pro members receive our Thursday wrap-up covering the latest in privacy, policy, and research news, including incidents, techniques, compliance, trends, and more. This week's Caveat Briefing covers Europe's continued crackdown on Big Tech companies as both Spain and Ireland launch new investigations. Curious about the details? Head over to the Caveat Briefing for the full scoop and additional compelling stories. Got a question you'd like us to answer on our show? You can send your audio file to caveat@thecyberwire.com. Hope to hear from you. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the ChinaPower Podcast, William Hannas and Hugh Grant‑Chapman join us to discuss key findings from Bill's new report, China's Embodied AI: A Path to AGI, as well as the CSIS report Is China Leading the Robotics Revolution? They examine why Chinese researchers view embodied AI as a critical pathway toward advanced intelligence, how Beijing is prioritizing robotics and physical‑world AI applications, and what lessons China's AI strategy may offer for other countries. William Hannas is the Lead Analyst at Georgetown University's Center for Security and Emerging Technology, or CSET. Before joining CSET, he served in the Senior Intelligence Service at the Central Intelligence Agency, where he worked as an executive expert on advanced technical programs. Hugh Grant-Chapman is a fellow with the Economics Program and Scholl Chair in International Business at the Center for Strategic and International Studies.
Today we had the pleasure of welcoming back Rob West, Founder and Lead Analyst at Thunder Said Energy, continuing our tradition of kicking off the year with his perspectives. Rob has joined us on COBT six times in our history and has earned the honor of holding the lead-off spot in 2022, 2024, 2025, and now 2026. He is a long-time energy analyst and provides unique, thought-provoking, and economic-driven insights into energy research and technologies. Rob launched Thunder Said in 2019 and previously served at Sanford C. Bernstein and Partners Capital. Based in Estonia, he brings a valuable global lens to the energy landscape. One of Veriten's highlights from 2025 was having Rob join the firm as a Senior Advisor. We were delighted to visit with Rob to reflect on 2025 and explore what the future might hold for energy in 2026. In our conversation, Rob reflects on the shift in the dominant energy-market narrative from net zero and the energy transition (2021 – 2023), to geopolitical security post Russia-Ukraine, and now overwhelmingly toward AI and power demand. We discuss the outlook for sharply higher global defense spending by 2030 and its potential benefits to infrastructure, industry, AI, smart grids, and competitiveness. Rob outlines a broader recalibration of energy “truths” entering 2026 including solar growth potentially flattening, EV growth slowing or declining, the LNG glut narrative being questioned, and oil demand continuing to grow at roughly ~+1 MMbbl/d per year. Rob shares his outlook on global LNG, highlighting a wave of new supply that is frequently delayed, Russian LNG logistics constraints, Australia's domestic market interventions, and how policy changes in the U.S. and China are contributing to slower EV sales. We explore whether rising marginal coal mining costs in China could translate into higher Chinese power prices, China's energy strategy and diversification, and the copper outlook, including potential demand headwinds if solar and EV growth slows in 2026, alongside the importance of “primary analysis.” Rob highlights why flexible grids and better utilization are the biggest levers to reducing power system costs and explains his rationale for a more cautious U.S. shale outlook, remarking that oil markets are now influenced less by OPEC policy and more by U.S. foreign policy pressure. We closed by asking Rob for his biggest wildcard for 2026, which he identified as a collapse/fracturing of Russia as a state, with major implications for resource markets and control of assets. It was an insightful discussion and we can't thank Rob enough for sharing his time and thoughts with us. Mike Bradley and Arjun Murti both joined from the Goldman Sachs Energy, CleanTech & Utilities Conference in Miami. Mike opened by emphasizing that two of the major market themes in 2025 were AI/data center and electricity demand growth. He noted that most investors still believe these two themes will continue to resonate in 2026, and will probably need to, especially at current valuations. On the energy commodity front, WTI oil price is up ~2% so far this year, while U.S. natural gas price is down ~8% on a warmer weather outlook. Across broader equities, the S&P 500 is up ~1% this year while the DJIA is up ~2%. The best performing sectors so far this year have been energy, financial, industrial, and materials, while the underperformers have been technology and telecom. On the energy equity front, he noted that last weekend's events in Venezuela have lifted (materially in some cases) shares of U.S. oil majors, large-cap international oil services and Gulf Coast refiners, while E&Ps have been the underperformers. The wide divergence in energy equity performance this week is mostly due to optimism of an infrastructure/oil services/oil production revival in Venezuela which may be premature. He added that hedge funds could be a culprit for these outsized moves mostly because they weren't positi
We've got a jam-packed livestock episode on The AG Show!First up, we're diving deeper into the drop in milk prices and what it means for our dairy farmers, with insights from AHDB's Lead Analyst, Susie Stannard.We're also talking about African swine fever popping up in wild boar in Spain - and how that could shake up global trade.Jennifer Morgan's here with the latest on Bluetongue virus, plus we'll explore how farmers and vets can get involved in the UK Ruminant Antibiotic Stewardship Roadmap.SOME USEFUL BITSDairy markets | AHDBSpain's ASF outbreak: Implications for EU pig meat movements and global trade | AHDBBluetongue virus latest news | AHDBUK Ruminant Antibiotic Stewardship RoadmapGET IN TOUCHCharlotte, Hannah, and Tom would love to hear what you think! Got feedback, stories, or ideas for future episodes? Drop them a message at agshow@ahdb.org.uk.Sign up to the AHDB Preference Centre so that you can:Easily update your preferences and contact informationGet information on the latest AHDB events, webinars, market insights and moreReceive important updates such as disease alerts
Troy Aikman (@TroyAikman), Hall of Fame QB, 3-Time Super Bowl Champion with the Dallas Cowboys, Lead Analyst on ESPN's Monday Night Football and Founder of EIGHT Brewing Company joins Sports Business Radio for an in-depth conversation. Aikman discusses his two-decade plus broadcasting career calling NFL games with Joe Buck, his Hall of Fame NFL career with the Dallas Cowboys, his flourishing brewing company EIGHT beer, the traits he looks for in a business partner, whether he would consider joining an NFL team's front office in the future and his discovery of hot yoga and how it has helped him in retirement. LISTEN to Sports Business Radio on Apple podcasts or Spotify podcasts. Give Sports Business Radio a 5-star rating if you enjoy our podcast. Click on the plus sign on our Apple Podcasts page and follow the Sports Business Radio podcast. WATCH this interview by going to our YouTube channel at https://www.youtube.com/@sportsbusinessradiopodcast. Follow Sports Business Radio on Twitter @SBRadio and on Instagram, Threads and Tik Tok @SportsBusinessRadio. This week's edition of Sports Business Radio is presented by Boingo Wireless. Teams like the LA Clippers, Atlanta Hawks, Chicago Bears and San Diego Padres trust Boingo to connect their stadiums and arenas with cutting-edge 5G and Wi-Fi.From mobile ticketing to security cameras to kiosks, connect every piece of stadium technology with Boingo's converged wireless networks. As you plan for the future of your stadium, make 5G part of your gameplan and choose Boingo Wireless as your trusted connectivity partner. Learn more by downloading Boingo's free 5G Playbook for Stadiums & Arenas. Head to boingo.com/5Gstadium to get your copy. #NFL #TroyAikman #DallasCowboys #ESPN #sportsbusiness #Podcast Learn more about your ad choices. Visit megaphone.fm/adchoices
TechSideline.com lead analyst Chris Coleman by Ed Lane
In this special Halloween edition of the KuppingerCole Analyst Chat, Matthias Reinwarth is joined by Jonathan Care, Lead Analyst at KuppingerCole Analysts, to explore one of the most talked-about cybersecurity stories of the year — the F5 supply chain incident. The discussion highlights how even well-established organizations can become targets of sophisticated, long-term attacks — and what this means for the future of software supply chain security. Together, Matthias and Jonathan examine how incidents like this can happen, what lessons can be learned across the industry, and how companies can strengthen resilience, transparency, and response capabilities in their own environments. Key topics covered: ✅ Understanding the dynamics of modern supply chain attacks ⚠️✅ Why detection and dwell time remain a major industry challenge✅ The growing importance of vendor risk and software transparency✅ Lessons learned for CISOs and IT leaders✅ Practical measures to improve visibility and response✅ Why collaboration and information sharing are key to resilience
In our latest Podzept podcast, Jonathan Jayarajan, Head of European Equity Product discusses how stablecoins have sparked market reactions globally with Nooshin Nejati, Lead Analyst of European Payments and IT Services and Nate Svensson, Lead Analyst of US Payments, Processors and IT Services.
This week, while Dave is on vacation, Ben Yelin, and Ethan Cook, N2K's Lead Analyst and editor of the Caveat newsletter, take the lead and share their stories. Ben's story is on the legal and ethical issues surrounding Sora, the tool being used to make AI-powered videos of deceased celebrities. Ethan covers the story about Taiwan's security bureau releasing a new report detailing recent Chinese hacking efforts and how they compare to the past years. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney. Links to today's stories: AI videos of dead celebrities are horrifying many of their families Taiwan flags rise in Chinese cyberattacks, warns of 'online troll army' Get the weekly Caveat Briefing delivered to your inbox. Like what you heard? Be sure to check out and subscribe to our Caveat Briefing, a weekly newsletter available exclusively to N2K Pro members on N2K CyberWire's website. N2K Pro members receive our Thursday wrap-up covering the latest in privacy, policy, and research news, including incidents, techniques, compliance, trends, and more. This week's Caveat Briefing covers California's Governor, Gavin Newsom vetoing and signing different AI-related bills, including AI chatbot restrictions for kids. Curious about the details? Head over to the Caveat Briefing for the full scoop and additional compelling stories. Got a question you'd like us to answer on our show? You can send your audio file to caveat@thecyberwire.com. Hope to hear from you. Learn more about your ad choices. Visit megaphone.fm/adchoices
Governing the people and keeping society “harmonious”, stable and united is seen by the CCP leadership as a core task. The party is now systematically inserting itself into all layers and spheres of society. Johannes Heller-John talks to MERICS Experts Katja Drinhausen, Head of the Politics and Society Program, and Nis Grünberg, Lead Analyst. Together with Alexander Davey they are the authors of the report “Serving the people by controlling them: How the party is reinserting itself into daily life”. From their observations, the CCP is merging public service and control at the very local level. In their view “this is something that Xi Jinping really has put a lot of effort and resources into it since he came to power: to put the party as an organizing and structuring factor into social organization.”----This podcast is part of the project “Dealing with a Resurgent China” (DWARC) which has received funding from the European Union's Horizon Europe research and innovation programme under grant agreement number 101061700.Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union. Neither the European Union nor the granting authority can be held responsible for them.
Are AI agents the future of cybersecurity or a threat to human expertise? In this episode of the KuppingerCole Analyst Chat, Matthias Reinwarth talks with Alexei Balaganski, Lead Analyst and CTO at KuppingerCole, about the rise of AI agents and their potential to reshape the cybersecurity landscape. They explore how autonomous AI systems could fill the cyber skills gap, automate incident response, and even act as digital coworkers in SOC environments. But how far can we trust them—and will humans still have a place in the loop? Key topics covered: ✅ What AI agents really are—and how they differ from traditional automation✅ The role of AI in SOCs, incident response, and threat detection✅ Can AI agents help close the cybersecurity skills gap?✅ Risks of rogue or “hallucinating” AI systems✅ Why access governance and identity management are critical for AI agents✅ The future of cybersecurity jobs in the age of automation
In this episode, Bryan Derman welcomes two highly respected members of the investment community who represent the two sides of that business: Tim Chiodo, Managing Director and Lead Analyst for Payments, Processors and Fintech at the global investment bank UBS, and Chris Kim, a public and private market investor who leads payments and fintech activities for Capital International, one of Capital Group's three equity units. Tune in as we discuss what's happening in the market with publicly traded companies, digital wallets, the merchant acquiring space, and private equity. We'll consider what investors look for in a payments company, explore new flows, and debate the impacts of regulation, stablecoins, and M&A deals before closing out the episode with an investment perspective lightning round.
What happens when one of the world's leading analysts on customer service and conversational technologies sits down to unpack the future of AI?We explore the profound implications of AI adoption with Ian Jacobs, VP, Lead Analyst at Opus Research. We discuss how AI is transforming contact centres and customer service operations, from agent augmentation to process automation. Ian shares insights on how businesses are navigating the balance between AI efficiency and human empathy, including the fascinating concept of when non-empathetic AI might actually be the more empathetic choice for customers in certain scenarios.Along the way, the conversation zooms out into deeper territory, touching on human happiness, the future of work, and whether regulation can ever keep pace with innovation.Show notesLearn more about Opus ResearchKane Simms on LinkedInDiscover VUX ConsultingTake the updated AI Maturity AssessmentSubscribe to VUX WorldSubscribe to The AI Ultimatum Substack Hosted on Acast. See acast.com/privacy for more information.
As the Drug Supply Chain Security Act dispenser exemption period winds down, the Vizient Standards implementation team announced an important change to the Vizient Global Location Number (GLN) Management program. The data standards team will inactivate unmanaged GLNs, which will impact pharmacies and other providers who are not currently managing their Vizient assigned GLNs. Two experts leading that conversation, Carl Henshaw, Senior Director, Data Operations, Enterprise Information and Data Management, and Dawn Burtram, Lead Analyst, Standards Implementation at Vizient join host Carolyn Liptak, Pharmacy Executive Director in the Center for Pharmacy Practice Excellence at Vizient to discuss implications. Guest speakers: Dawn Bertram, MBA Lead Analyst Standards Implementation Vizient Carl Henshaw Senior Director, Data Operations, Enterprise Information and Data Management Vizient Host: Carolyn Liptak, MBA, BS Pharm Show Notes: [01:08-01:59] Dawn and Carl's background [02:00-02:41] What exactly is a GLN and what does it mean to be self-managed [02:42-07:26] Who creates and maintains GLNs in this data hub and the three different GLN products [07:27-08:51] How to determine who actually enumerated the GLNs [08:52-10:20] Educating and preparing providers for the DSCSA compliance deadline [10:21-12:37] The recent decision to inactivate unmanaged GNS and why it's essential to maintaining the accuracy and reliability of GLN data [12:38-15:05] What it means to participate in our program and who's eligible to participate [15:06-17:51] Why the deadline of November 15th matters Links | Resources: Vizient GLN Learning Center GLN Management Process Education Session (E-Learning) VGMP Application GS1 What is a GLN and How Do I Get One? Drug Supply Chain Security Act Subscribe Today! Apple Podcasts Spotify YouTube RSS Feed
We dive into Duolingo's ruthless gamification, how BeReal is evolving beyond its viral gimmick, why Tinder is betting big on live events, the surprising social features inside DraftKings, and the stickiness of Crypto.com's engagement loops. Each case study is a window into how apps are blurring the line between entertainment, habit, and monetization.Guest: Kalle Heikkinen, Lead Analyst at App Refinerywww.linkedin.com/in/kalleheikkinen/Chapters:[00:00] App Refinery [05:30] Duolingo's Gamification [12:15] BeReal's Evolution [20:45] Tinder's Live Events [28:00] DraftKings' Social Features [35:20] Crypto.com's Engagement Mechanics [42:50] Conclusion and Insights
Has Head Coach Brent Pry finally found the magic key to unlocking Hokies football from the doldrums? With two new coordinators and more than enough new names on the roster it appears that opportunity is knocking this season. The Lead Analyst and Columnist at TechSideline, Chris Coleman joins Will and Jim on ACC Nation and shares a wealth of knowledge that seems to indicate this team is close to shedding mediocrity. There are several must-win games to get the engine started and a win over South Carolina in Atlanta would go a long way in priming the pump. Coleman gives us his thumbs up-thumbs down on the 2025 season. The conclusion is the team is riding somewhere in between the dark and the light. What will it take to move in the right direction? Hokies Will and Chris break down the changes in offense and defense under Phil Montgomery and Sam Siefkes. Which side of the ball is most likely to advance? Tough questions and only time will tell. The Hokies are at home for 7 games and there seems to be more tv time for them as well. Does someone know something the rest of us don't? Be sure to subscribe to ACC Nation Podcast, listen to us on streaming radio or watch each episode on our YouTube channel.
With an uncertain geopolitical environment and ongoing competition with the US and Europe, national security has become even more important than before in China. So much so that a National Security White Paper, the first of its kind, was published in May of 2025.How has China's approach to security changed under the changing international environment? What new risks does the paper identify domestically and internationally? And what implications does it have for Europe? In this episode Katja Drinhausen, Head of Program Politics and Society at MERICS, and Helena Legarda, Lead Analyst at MERICS, join Johannes Heller-John to answer these questions.Read more about the topics covered in this episode here:MERICS China Security and Risk Tracker 01/2025
The Chinese Communist Party (CCP) is widening its influence over private companies. Since Xi Jinping took office as party and state leader, the CCP has increased its control over the private economy by guiding capital, controlling shares and engaging in corporate governance. In this episode, Kasper Ingeman Beck, Postdoc at the Copenhagen Business School, and Nis Grünberg, Lead Analyst at MERICS, join Johannes Heller-John to discuss the role of the CCP in the private sector and what it means for decision makers in Europe.----This podcast is part of the project “Dealing with a Resurgent China” (DWARC) which has received funding from the European Union's Horizon Europe research and innovation programme under grant agreement number 101061700.Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union. Neither the European Union nor the granting authority can be held responsible for them.
Interpol's Operation Secure dismantles a major cybercrime network, and Singapore takes down scam centers. GitLab patches multiple vulnerabilities in its DevSecOps platform. Researchers unveil a covert method for exfiltrating data using smartwatches. EchoLeak allows for data exfiltration from Microsoft Copilot. Journalists are confirmed targets of Paragon's Graphite spyware. France calls for comments on tracking pixels. Fog ransomware operators deploy an unusual mix of tools. Skeleton Spider targets recruiters by posing as job seekers on LinkedIn and Indeed. Erie Insurance suffers ongoing outages following a cyberattack. Our N2K Lead Analyst Ethan Cook shares insights on Trump's antitrust policies. DNS neglect leads to AI subdomain exploits. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today, we share a selection from today's Caveat podcast where Dave Bittner and Ben Yelin are joined by N2K's Lead Analyst, Ethan Cook, to take a Policy Deep Dive into “The art of the breakup: Trump's antitrust surge.” You can listen to the full episode here and find new episodes of Caveat in your favorite podcast app each Thursday. Selected Reading Interpol takes down 20,000 malicious IPs and domains (Cybernews) Singapore leads multinational operation to shutter scam centers tied to $225 million in thefts (The Record) GitLab patches high severity account takeover, missing auth issues (Bleeping Computer) SmartAttack uses smartwatches to steal data from air-gapped systems (Bleeping Computer) Critical vulnerability in Microsoft 365 Copilot AI called EchoLeak enabled data exfiltration (Beyond Machines) Researchers confirm two journalists were hacked with Paragon spyware (TechCrunch) Tracking pixels: CNIL launches public consultation on its draft recommendation (CNIL) Fog ransomware attack uses unusual mix of legitimate and open-source tools (Bleeping Computer) FIN6 cybercriminals pose as job seekers on LinkedIn to hack recruiters (The Record) Erie Insurance confirms cyberattack behind business disruptions (Bleeping Computer) Why Was Nvidia Hosting Blogs About 'Brazilian Facesitting Fart Games'? (404 Media) Secure your public DNS presence from subdomain takeovers and dangling DNS exploits (Silent Push) Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse
Bitcoin is trading around $97K, and the market is full of questions: Are we heading for a new ATH or just entering a consolidation phase? In this episode, we walk through 7 key charts with Matt Crosby, lead analyst at Bitcoin Magazine Pro, to get a grounded take on Bitcoin's current position in the market cycle, and where it might go next. ~~~~~
Send us a textSchedule an Rx AssessmentCracking the 340B code can feel like climbing Mt. Everest…but done right, it can be an absolute game-changer for independent pharmacies. That's what this week's episode of The Bottom Line Pharmacy Podcast is all about! Scotty Sykes, CPA, CFP® and Kathy Blanchard team up with Draven Tell, Lead Analyst at Secure340B to break down: - Low Hanging Fruits With 340B Programs - Why Accumulators Matter and Their Impact on Your Bottom Line - How state legislation is pushing back against manufacturer restrictions Join the discussion with us!Click here for the transcript. Stay connected with Draven Tell and Secure340B: Draven Tell LinkedInSecure 340B WebsiteSecure 340B FacebookSecure 340B Twitter (X)Secure 340B LinkedInSecure340B InstagramStay connected with us: FacebookTwitter (X)LinkedIn InstagramScotty Sykes – CPA, CFP LinkedIn Scotty Sykes – CPA, CFP Twitter More resources on this topic: Podcast | Overcoming Challenges with 340B ContractsPodcast | Understanding 340B Contracts and Maximizing Your Pharmacy's BenefitsClip | The Impact of DIR Fees on 340B Pharmacies
Wednesday on AOA, powered by Cenex, we start the show with perspective on this week's market action with Don Roose from U.S. Commodities. In Segment Two, it's a conversation about tariffs, budget reconciliation and the Farm Bill with National Potato Council CEO Kam Quarles. Next up in Segment Three, we recap the new CoBank Quarterly Report and catch-up on biofuels issues with Jacqui Fatka, Lead Analyst for Farm Supply and Biofuels with CoBank. Then we close the show with news headlines in Segment Four.
On today's episode, Senior Director of Data and Content Tracey Velt talks with Logan Mohtashami, HousingWire's Lead Analyst about market volatility and the impact on housing Related to this episode: Mortgage rates sharp reversal as market goes wild HousingWire | YouTube More info about HousingWire Enjoy the episode! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate stories. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices
Fantasy Points continues the march to the 2025 NFL Draft with Theo Gremminger bringing Andrew Cooper, three-time FSWA Winner, host on Sirius XM Radio, and Lead Analyst for Fantasy Alarm. To talk all things tight ends in the 2025 NFL Rookie Draft and beyond. Where to find us: http://twitter.com/CoopAFiasco http://twitter.com/TheOGFantasy Join the Discord here: https://www.fantasypoints.com/media/discord#/ Find Our Podcasts here: https://www.fantasypoints.com/media/podcasts#/ Subscribe to FantasyPoints for FREE: https://www.fantasypoints.com/plans#/ FantasyPoints Website - https://www.fantasypoints.com NEW! Data Suite - https://data.fantasypoints.com Twitter - https://twitter.com/FantasyPts Facebook - https://www.facebook.com/FantasyPts Instagram - https://www.instagram.com/FantasyPts TikTok - https://www.tiktok.com/@fantasypts #fantasypoints #nfl #fantasyfootball #dynastyfantasyfootball #FantasyFootballAdvice #dynastypoints #dynasty Learn more about your ad choices. Visit megaphone.fm/adchoices
Today we are thrilled to kick off the first COBT episode of 2025 with our good friend Rob West, Founder and Lead Analyst at Thunder Said Energy. Rob started Thunder Said in 2019 and provides unique, thought-provoking, and economic-driven insights into energy transition research and technologies. He is a long-time energy analyst and previously built and led the energy practice at Redburn and served at Sanford C. Bernstein and Partners Capital before launching Thunder Said. This episode marks Rob's fifth appearance on COBT; he most recently joined in January 2024 (episode linked here). We were delighted to connect with Rob to reflect on 2024 and explore what the future might hold for energy in 2025. Rob has now kicked us off in 2022, 2024 and 2025. This may be becoming a tradition! We covered a lot of territory in our conversation starting with Rob's musings on trying to define what energy transition actually means, how the world's current focus on avoiding catastrophe needs to be replaced with more aspirational visions of human progress, the role of policy, subsidies, and competitiveness, the need for energy abundance to support human development, and the risks of pursuing costly and ineffective strategies that fail to achieve their objectives. Rob shares his perspective on how energy affordability and economic competitiveness influence voter behavior and government policy shifts, how shifting geopolitical dynamics are shaping global energy strategies, the potential for AI to enable breakthroughs on everything from materials value chains to DAC, the geopolitical situation in Estonia, and the broader implications of Russian aggression. At one point Rob observes “the West is already at war, it just doesn't admit it because of the implications.” We discuss the importance of assigning real weight to geopolitical risks in energy forecasts and market strategies, Rob's “F-U” Recession Scenario where countries retreat from global trade and cooperation leading to disruptions in energy and other value chains, and Texas's continued role as a hub for energy innovation and growth. We ended by exploring the global bottleneck in moving energy from where it's created to where it's needed, growth opportunities in utilities and midstream, the increasing volatility in energy systems, the concept of the “third great energy transition” with semiconductor technologies, and much more. As mentioned, Rob's “Energy Transition: Classic Blunders” video from December 2024 is linked here. We can't thank Rob enough for sharing his time and thoughts with us today to kick off the year in style. Mike Bradley kicked us off by discussing the performance of bonds, commodities and equities since our last COBT on December 17th with Dr. Steven Koonin (episode linked here). He noted that the 10-year bond is currently yielding ~4.65% (up from ~4.4%) which is a Trump post-election high and a one-year high. The FED cut interest rates 25-basis points at their last FOMC Meeting, and bond trader consensus is now in the camp that there'll only be two additional interest rate cuts in 2025. On the broader equity market front, the S&P 500 has taken a bit of a breather (down ~1%) with the Energy (+2%) and Technology (+1%) sectors outperforming. On the crude oil market front, WTI oil price has rallied ~$4/bbl (to ~$74/bbl) and has pushed above its recent narrow trading range of $68-$71/bbl. Crude oil trader sentiment heading into 2025 continues to be mostly bearish, even though WTI time spreads having recently spiked, which could be signaling a tighter physical oil market. He further noted that Saudi seems to be getting more constructive on crude oil given that it raised its official selling price to Asia for the first time in three months. Global oil prices also seem
n this powerful episode of Training Unleashed, host Evan Hackel sits down with John Leh, CEO of Talented Learning, to explore the transformative impact of AI, XR, and next-gen learning technologies on the future of corporate training. John Leh is Founder, CEO and Lead Analyst at Talented Learning and the Talented Learning Center. John is a fiercely independent consultant, blogger, podcaster, speaker and educator who helps organizations select and implement learning technology strategies, primarily for extended enterprise applications. His advice is based upon more than 25+years of learning-tech industry experience, serving as a trusted LMS selection and sales adviser to hundreds of learning organizations with a total technology spend of more than $100+ million and growing. John would love to connect with John or on LinkedIn. Key Takeaways: AI-Powered Learning: Discover how AI is reshaping content development, from personalized learning paths to adaptive courses tailored for each learner. Extended Reality (XR) in Training: Learn how XR technologies, including virtual and augmented reality, are revolutionizing hands-on training for high-risk industries like manufacturing, aviation, and healthcare. Just-in-Time Learning: Explore the rise of AI-powered learning bots delivering instant, role-specific knowledge when employees need it most. Learning Metrics that Matter: Understand why linking learning initiatives to business metrics is essential for securing executive buy-in and driving measurable impact. Future of Learning Systems: See how AI-driven analytics and real-time performance monitoring are reshaping traditional LMS platforms into dynamic learning ecosystems. Don't miss out on this opportunity to enhance your leadership skills and improve your training programs. Stay inspired and keep learning! Please like, share, and rate our podcast to help us reach more professionals like you. For more episodes visit us at trainingunleashed.net Watch the episode: https://youtu.be/pb_EZxzBMwE Connect with us: https://learning.net/ https://www.facebook.com/thelearningnetwork https://www.instagram.com/tln_solutions/ https://twitter.com/TLN_Solutions https://www.linkedin.com/company/283736 Learn more about your ad choices. Visit megaphone.fm/adchoices