Podcasts about lead analyst

High US tariffs on China have raised concerns in the EU of Chinese goods being rerouted from the US to Europe. This has also rekindled an ongoing discussion about overcapacities in the Chinese industry. Why are they a danger to European industries? What drives them in China? And what options do European decisionmakers have?Max J. Zenglein, Chief Economist at MERICS, and Jacob Gunter, Lead Analyst at MERICS, are two of the lead authors of the recent report “Beyond overcapacity: Chinese-style modernization and the clash of economic models”. They join Johannes Heller-John for this podcast episode to share their findings.More information:MERICS: Beyond overcapacity: Chinese-style modernization and the clash of economic modelsMERICS: Staying focused: Priorities for transatlantic China policy coordinationEU Chamber of Commerce in China: Made in China 2025: The Cost of Technological Leadership

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

Global tariffs introduced by the US government under the second Trump administration on April 2nd have rocked global markets. While they have been reduced to a blanket rate of 10 percent a week later, they have increased for China to 145 percent. In retaliation, the Chinese government raised tariffs on all US goods to 125 percent. Johannes Heller-John talks to Jacob Gunter, Lead Analyst at MERICS, about the aims of the US government, the impact on the Chinese economy and the way forward for Europe.More information:MERICS China Essentials Special Issue: The US-China trade war----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.

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.

Join Ryan Berlin (Head Economist and VP Intelligence) and Ryan Wyse (Market Intelligence Manager & Lead Analyst) as they break down the latest edition of the rennie landscape—our semi-annual report on the forces shaping housing markets today. From tariffs and interest rates to demographic shifts and housing construction trends, the Ryans explore the key insights that help separate the signal from the noise in an increasingly complex global and local landscape.Featured guests:Ryan Berlin, Head Economist and Vice President of IntelligenceRyan Wyse, Lead Analyst and Market Intelligence ManagerSpring 2025 rennie landscape read hereAbout the rennie landscapeThe rennie intelligence division has just released its semi-annual publication, the rennie landscape, which provides thoughtful, contemporary analysis of the myriad factors impacting the housing markets of Metro Vancouver, the Central Okanagan, and Greater Victoria. The commentary in the rennie landscape is lively, and the insights are objective and data-driven. Key stakeholders in the real estate industry—including developers, realtors, commercial brokers, and institutional investors—rely on the rennie landscape for its succinct review of the latest trends that matter to our market.Thank you for tuning in to The rennie Podcast, where we share our passion for homes, housing, community, and cities. We hope today's episode sparked the same curiosity in you that drives us every day. If you enjoyed the conversation, don't forget to subscribe and follow us on your favorite podcast platform. And if you have a moment, we'd love for you to leave a review—it helps others discover the insights, analysis, and perspective we bring from the rennie Intelligence division. For the latest market updates, be sure to register at rennie.com.Have a real estate question? You can either email us at intel@rennie.com, or leave a voicemail at speakpipe.com/therenniepodcast, and we'll try to respond in our next episode.

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

In this episode, Ryan Berlin, Head Economist and Vice President of Intelligence, and Ryan Wyse, Market Intelligence Manager and Lead Analyst, are joined by special guest Brendon Ogmundson, Chief Economist at the BC Real Estate Association, for a wide-ranging—and lively—conversation covering everything from tariffs and the recent performance of BC's housing markets to the upcoming federal election in Canada.Featured guestsRyan Berlin, Head Economist and Vice President of IntelligenceRyan Wyse, Lead Analyst and Market Intelligence ManagerBrendon Ogmundson, Chief Economist at the BC Real Estate AssociationThank you for tuning in to The rennie Podcast, where we share our passion for homes, housing, community, and cities. We hope today's episode sparked the same curiosity in you that drives us every day. If you enjoyed the conversation, don't forget to subscribe and follow us on your favorite podcast platform. And if you have a moment, we'd love for you to leave a review—it helps others discover the insights, analysis, and perspective we bring from the rennie Intelligence division. For the latest market updates, be sure to register at rennie.com. Have a real estate question?. You can either email us at intel@rennie.com, or leave a voicemail at speakpipe.com/therenniepodcast, and we'll try to respond in our next episode.

In this episode of KuppingerCole Analyst Chat, host Matthias Reinwarth welcomes back Alexei Balaganski, Lead Analyst at KuppingerCole Analysts, to continue their deep dive into quantum computing and its impact on authentication security. They discuss the increasing risks posed by quantum threats, the vulnerabilities of current encryption standards, and the critical role of crypto agility in ensuring long-term security. The conversation explores how organizations can prepare for the post-quantum era, highlighting strategies such as hybrid cryptography, quantum-resistant algorithms, and zero-trust authentication models. Alexei shares insights into the latest advancements in quantum-safe security, regulatory considerations, and practical steps businesses can take to mitigate future risks. The episode wraps up with a look at emerging trends in quantum security and what the future holds for authentication in a rapidly evolving digital landscape.

In this episode of KuppingerCole Analyst Chat, host Matthias Reinwarth welcomes back Alexei Balaganski, Lead Analyst at KuppingerCole Analysts, to continue their deep dive into quantum computing and its impact on authentication security. They discuss the increasing risks posed by quantum threats, the vulnerabilities of current encryption standards, and the critical role of crypto agility in ensuring long-term security. The conversation explores how organizations can prepare for the post-quantum era, highlighting strategies such as hybrid cryptography, quantum-resistant algorithms, and zero-trust authentication models. Alexei shares insights into the latest advancements in quantum-safe security, regulatory considerations, and practical steps businesses can take to mitigate future risks. The episode wraps up with a look at emerging trends in quantum security and what the future holds for authentication in a rapidly evolving digital landscape.

In this episode, Ryan Berlin (Head Economist & Vice President of Intelligence), Ryan Wyse (Market Intelligence Manager & Lead Analyst), and advisor Jane Chu discuss how Metro Vancouver's housing market has fared to start the year, and what broad-based tariffs on Canadian exports to the US could mean for our market going forward.Featured guests:Ryan Berlin, Head Economist and Vice President of IntelligenceRyan Wyse, Lead Analyst and Market Intelligence ManagerJane Chu, rennie advisor Thank you for tuning in to The rennie Podcast, where we share our passion for homes, housing, community, and cities. We hope today's episode sparked the same curiosity in you that drives us every day. If you enjoyed the conversation, don't forget to subscribe and follow us on your favorite podcast platform. And if you have a moment, we'd love for you to leave a review—it helps others discover the insights, analysis, and perspective we bring from the rennie Intelligence division. For the latest market updates, be sure to register at rennie.com. Have a real estate question?. You can either email us at intel@rennie.com, or leave a voicemail at speakpipe.com/therenniepodcast, and we'll try to respond in our next episode.

Ian Jacobs is the Vice President and Lead Analyst at Opus Research. He is based in San Francisco, California, USA. In this conversation with Mark Hillary, Ian explores how BPO is being transformed by AI and asks if we are sometimes focusing too much on Gen AI? CX practitioners have traditionally focused on the customer-facing AI changes - the improvement in chatbots - but there are many other changes taking place inside the enterprise.  Ian also talks about the pilots and experiments in AI that have worked and where more traditional CX is still working well and maybe doesn't need to change... https://www.linkedin.com/in/iangjacobs/ https://opusresearch.net/

In today's episode of The Milk Road Show, Matt Crosby, the lead analyst from Bitcoin Magazine, joins us to talk about 8 charts that point to an imminent surge in Bitcoin's price. Matt explains why this period of "boring" price action is actually the calm before the storm. ~~~~~

The Chinese startup DeepSeek has rattled Silicon Valley's confidence in the United States' lead in artificial intelligence (AI) technology. DeepSeek's first free Chatbot App became the most downloaded app on the iOS App Store as well as on the Google Play Store by the end of January. These developments come ahead of the French AI Action Summit, which will take place from February 10 to 11 and convene Heads of State and Government, leaders of international organizations, tech companies, NGOs, as well as academics, and members of civil society.Johannes Heller-John talks to Rebecca Arcesati, Lead Analyst at MERICS based in Brussels, about the issues behind DeepSeek's meteoric rise and expectations for the AI Action Summit. In her view, “France has an opportunity to show that there is a European way that is a middle way between a corporate driven approach that has emerged in the United States and a more state driven approach that has emerged in China.”Artificial Intelligence is one of the topics featured in the MERICS China Tech Observatory, a project sponsored by the German Ministry for Education and Research (BMBF).

In this episode, Ryan Berlin, Head Economist and Vice President of Intelligence, and Ryan Wyse, Market Intelligence Manager and Lead Analyst, are joined by rennie advisor Brad Allison. Together, they discuss how Vancouver's housing market wrapped up 2024 and share their insights on what lies ahead for the year to come.Featured guests:Ryan Berlin, Head Economist and Vice President of IntelligenceRyan Wyse, Lead Analyst and Market Intelligence ManagerBrad Allison, rennie advisorAbout rennie outlookThe rennie outlook is a compendium of predictions of key macroeconomic, demographic, and housing-related measures for the coming year, including pre-sale and resale counts, home price and rent forecasts, interest rate and inflation expectations, and jobs and wages projections.Read more: rennie Outlook 2025 at rennie.com/intelligenceThank you for tuning in to The rennie Podcast, where we share our passion for homes, housing, community, and cities. We hope today's episode sparked the same curiosity in you that drives us every day. If you enjoyed the conversation, don't forget to subscribe and follow us on your favorite podcast platform. And if you have a moment, we'd love for you to leave a review—it helps others discover the insights, analysis, and perspective we bring from the rennie Intelligence division. For the latest market updates, be sure to register at rennie.com. Have a real estate question?. You can either email us at intel@rennie.com, or leave a voicemail at speakpipe.com/therenniepodcast, and we'll try to respond in our next episode.

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

Brooks Nuanez joins Colter Nuanez to break down all the matchups within the 2024 Montana-Montana State rivalry game in Bozeman on Saturday afternoon.

Watch on YouTube.Welcome to the Microsoft Teams News Show, brought to you by UC Today! In this episode, Rob Scott and Tom Arbuthnot from Empowering Cloud are joined by a VIP panel of Teams experts to break down the latest and greatest updates from the Teams world.In this update, we talk through the most popular Teams news headlines with this month's special guests:Rob Scott, Publisher at UC TodayTom Arbuthnot, Empowering CloudJosh Blalock, Chief Video Evangelist, JabraKevin Kieller, Co-Founder & Lead Analyst, enableUCGraham Walsh, Director, Global Technical Sales, Alliances, NeatRyan Herbst, Vice President & Chief Device Strategist, UnifiedCommunications.com Here's what we cover:Microsoft Copilot's First Birthday: We share fun facts and stats about how Copilot is revolutionizing productivity.Microsoft Quarterly Earnings Results: Insights into Microsoft's financial performance and the impact of AI investments.Microsoft Teams Queues App GA: How the new Queues app enhances call queue management.Digital Signage in Microsoft Teams Rooms on Windows: Exploring use cases and business benefits.Microsoft Copilot Autonomous Agents: What autonomous agents are and how they streamline business operations.Microsoft Places Roadmap: The latest on hybrid workspace optimization.Upcoming Industry Events: Key dates for Microsoft Ignite, Teams Fireside Chats, and more.Thanks for watching, and be sure to subscribe for more essential Microsoft Teams news and insights!Stay ahead of the curve by exploring these new features in your own Teams environment. Connect with our regular hosts Rob Scott and Tom Arbuthnot on socials here:Rob ScottLinkedInTwitterTom ArbuthnotLinkedInTwitterThanks for watching, if you'd like more content like this, don't forget to SUBSCRIBE to our YouTube channel.You can also join in the conversation on our Twitter and LinkedIn pages.Join our new LinkedIn Community Group.

Beijing's global push to establish a global network of ports with Chinese involvement is slowing. Today's guests Clark Banach, Program Director at the Alethia Research Institution and former MERICS Futures Fellow, and Jacob Gunter, Lead Analyst at MERICS, discuss the development and changes in China's global infrastructure investments. In this conversation with Johannes Heller-John, they analyze the aims Beijing wants to achieve by these investments and the impact of Chinese port investments on the European and global market. You can find the interactive map mentioned in the podcast here.--This podcast episode is part of the “Dealing with a Resurgent China” (DWARC) project, 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. 

On Tuesday's AOA, powered by Cenex, we start the show with a look at the market picture as harvest rolls along. Don Roose with U.S. Commodities joins us in Segment One. Next up in Segment Two, we discuss the latest situation surrounding 45Z, SAF, biofuels and more with Jacqui Fatka, Lead Analyst, Farm Supply and Biofuels at CoBank. In Segment Three, we turn our attention to tax issues nearing the end of the year and the Corporate Transparency Act with Chad Hanson, President of Corporate Farmer Inc. Then we close out the show and have a conversation about Hurricane Helene relief for producers with RMA Administrator Marcia Bunger in Segment Four.  

PODCAST: On this Baseball Hall of Fame edition of Sports Business Radio, we look back on past conversations with 1st ballot Baseball Hall of Famers Cal Ripken Jr., Greg Maddux and John Smoltz. Tremendous insight provided by three of the best baseball players ever. Each has gone on to have success in business post-career. Cal Ripken Jr. is the owner of the longest consecutive games played streak in baseball history (2,632 games), 2-time American League MVP, 19-time MLB All-Star and is a current Co-Owner of the Baltimore Orioles. Greg Maddux is a 4-time Cy Young award winner, 355 game winner, 18-time Gold Glove award winner and one of the greatest pitchers of all-time. John Smoltz is a Cy Young Award winner and 8-time MLB All-Star during his 21-year MLB career. He led the Atlanta Braves to 14 consecutive division titles and 5 World Series appearances, winning the championship in 1995. He is the only pitcher in MLB history with 200 wins and 150 career saves. Smoltz is now the Lead Analyst for Fox Sports' baseball coverage. 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. This week's edition of Sports Business Radio is presented by Morgan Stanley Global Sports & Entertainment - the Exclusive Financial Partner of Sports Business Radio. Morgan Stanley Global Sports & Entertainment, celebrating its 10th anniversary in 2024, is a division of Morgan Stanley Wealth Management dedicated to serving the unique and sophisticated needs of elite and professional athletes, entertainers, executives, creators, and other top talent and professionals in the sports and entertainment industry. Visit morganstanley.com/gse to learn more. #MLB #HallofFame #Baseball #CalRipkenJr #GregMaddux #JohnSmoltz Learn more about your ad choices. Visit megaphone.fm/adchoices

Thomas Rookmaaker, Head of APAC Sovereigns, and Jeremy Zook, Lead Analyst for India, discuss India's sovereign rating, and what to expect from the country's economic policy following the election of Narendra Modi to his third term as prime minister.

On "Forbes Newsroom," Pedro Azevedo, Lead Analyst at AtlasIntel, joined Miles O'Reilly to discuss a new poll showing former President Trump leading Vice President Kamala Harris by 3 points.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

 IPB Video: https://youtu.be/oIJDMbwziOI Intel Cycle: https://youtu.be/J_fjLoa5rBo Battle Tracking: https://youtu.be/CBHJWfrGKdE 00:00 - Introduction 01:12 - Scale and Perspective 01:55 - The Emergency 03:54 - Terrain 06:42 - Personnel 08:01 - Contingent Situation 08:58 - Security 10:35 - Idle Hands 13:21 - The Question 14:33 - Lead Analyst 20:53 - CUOPS 24:38 - Production Manager 37:45 - FUOPS/Plans 47:22 - Survivability 52:16 - Final Considerations If you would like to support us, we're on Patreon! https://www.patreon.com/user?u=30479515 Disclaimer: No company sponsored this video. In fact, we have ZERO sponsors. We are funded 100% by you, the viewer. All of our funding comes from direct support from platforms like Patreon, or from ad revenue on YouTube. Please note that even though it hurts our income, we still offer ad-free watching via alternative platforms like Odysee, Gab, and (for now) Rumble: Odysee: https://odysee.com/@S2Underground:7 Gab: https://gab.com/S2underground Rumble: https://rumble.com/c/theunderground BitChute: https://www.bitchute.com/channel/P2NMGFdt3gf3/ Our Reading List! https://www.goodreads.com/user/show/133747963-s2-actual The War Kitchen Channel! https://www.youtube.com/channel/UCYmtpjXT22tAWGIlg_xDDPA DISCLAIMER: This content is purely educational and does not advocate for violating any laws. Do not violate any laws or regulations. This is not legal advice. Consult with your attorney. Our Reading List! https://www.goodreads.com/user/show/133747963-s2-actual The War Kitchen Channel! https://www.youtube.com/channel/UCYmtpjXT22tAWGIlg_xDDPA Join us on GhostNet! Download the PDF here: https://github.com/s2underground/GhostNet 

Dive into our SEPTEMBER 2024 Microsoft Teams Show!In this month's episode of our Microsoft Teams news show, host Rob Scott returns with a deep dive into the latest updates and features that are reshaping the Teams ecosystem. Joined by Tom Arbuthnot from Empowering Cloud and a panel of Microsoft Teams experts, the discussion covers significant advancements, from contact center enhancements to AI-driven meeting summaries.In this update, we talk through the most popular Teams news headlines with this month's special guests:Rob Scott, Publisher at UC TodayTom Arbuthnot, Empowering CloudSatish Upadhyaya, Microsoft Unified Communications Architect, SOFTEL CommunicationsKevin Kieller, Co-Founder & Lead Analyst, enableUCGraham Walsh, Director, Global Technical Sales, Alliances, NeatAmanda Sterner, Employee Experience & Productivity ExpertWhether you're an IT professional, a business leader, or simply a Teams enthusiast, this episode offers invaluable insights into how these updates can improve your collaboration experience.Callback for Call Queues: Microsoft Teams now lets callers request a callback instead of waiting on hold. Discover how this game-changing feature could revolutionize customer service operations.Intelligent Recap for Ad-hoc Meetings: Coming in October, Intelligent Recap will bring AI-driven summaries to spontaneous meetings and calls. Find out how this feature could transform your meeting follow-ups.Channel Cards: Quick overviews of channel activities are now at your fingertips with the new Channel Cards. How will this impact team collaboration in Teams?Town Hall Reactions & Graph APIs: New reactions and Q&A export features are here for Town Halls in Teams. Explore how these tools enhance large-scale events and meetings.Voice Isolation on MacOS: AI-powered noise suppression is now available for Mac users. Learn why this feature is a must-have for hybrid work environments.Rooms and Devices:Custom Backgrounds in Teams Rooms on Android: Customization just got a boost! Find out how custom backgrounds in Teams Rooms on Android can elevate your meeting experience.Join Zoom Meetings with ID on Teams Rooms on Android: Joining Zoom meetings just got easier on Teams Rooms. What does this mean for businesses juggling multiple platforms?Dynamic Video Tile Size in Teams Rooms on Windows: Teams Rooms on Windows now adjusts video tile size based on room occupancy. Discover how this dynamic feature enhances video conferencing. Direct Recording in Teams Rooms on Windows: Start and stop meeting recordings directly from Teams Rooms on Windows. Learn how this feature simplifies the recording process.PowerPoint Live in Cloud Video Interop: PowerPoint Live presentations can now be displayed as video content in Cloud Video Interop. See how this boosts remote presentation quality.BYOD Participant Roster Grouping: The new participant roster grouping in Teams BYOD rooms brings individual identification and meeting intelligence to the next level.Yealink Teams Phones on MDEP: Yealink's new Teams phones run on the Microsoft Device Ecosystem Platform. What does this mean for the Teams device landscape?Events and Plugs:

After a five week absence, the pod returns from its second summer break. They were delighted to welcome special guest Mark Giles, Lead Analyst at Ookla. Iain and Scott had just come from an event hosted by BT/EE so they combine the review and analysis of that news with a discussion of what Mark does at Ookla. That left time to reflect on a piece of ‘fan mail' Iain received and the story that seems likely to have provoked it.

This episode of the F6P Hour: Who To Draft In Fantasy Football at QB and RB? | Expert Rankings Review. Your hosts for this show are Joe Bond & AJ Applegarth. Join them this week as they will be going over their latest rankings for QB and RB and debating their differences. Their guests this week are Tyler O & Mick Ciallela. Tyler is the Lead Analyst for JWB Fantasy Football. Jared is a senior analyst at Fantrax & a writer for FantasyPros & BettingPros. If you don't already, make sure you follow him on Twitter @FFTylerO & @themick23 Get access to the award-winning advice/rankings and more available on F6P. Sign up for a membership today at https://fantasysixpack.net/plans. Rankings Review 0:00 General Questions Factors that go into Ranking 04:08 Rookie Rankings 07:17 Veterans Changing Teams 12:25 QB Rankings Questions Anthony Richardson 15:21 Jayden Daniels 21:21 Brock Purdy 25:40 Caleb Williams 29:50 Dak Prescott 34:33 RB Rankings Questions James Cook 39:07 De'Von Achane 43:14 Isiah Pacheco 49:47 D'Andre Swift 56:48 Be sure you follow them both on Twitter. Joe: https://twitter.com/f6p_joe A.J.: https://twitter.com/AppleGarthAlgar Mike: https://twitter.com/BeLike_Miike Also, visit https://fantasysixpack.net for all your Fantasy Football advice.

This episode of the F6P Hour: Who To Draft In Fantasy Football at WR and TE? | Expert Rankings Review. Your hosts for this show are Joe Bond & AJ Applegarth. Join them this week as they will be going over their latest rankings for WR and TE and debating their differences. Their guests this week are Tyler O & Mick Ciallela. Tyler is the Lead Analyst for JWB Fantasy Football. Jared is a senior analyst at Fantrax & a writer for FantasyPros & BettingPros. If you don't already, make sure you follow him on Twitter @FFTylerO & @themick23 Get access to the award-winning advice/rankings and more available on F6P. Sign up for a membership today at https://fantasysixpack.net/plans. Rankings Review 0:00 WR Rankings Questions Marvin Harrison 0:12 Malik Nabers 5:48 Mike Evans 12:16 Michael Pittman 15:26 Deebo Samuel/DK Metcalf 19:37 TE Rankings Questions Taysom Hill 24:33 Dalton Kincaid 30:52 Be sure you follow them both on Twitter. Joe: https://twitter.com/f6p_joe A.J.: https://twitter.com/AppleGarthAlgar Mike: https://twitter.com/BeLike_Miike Also, visit https://fantasysixpack.net for all your Fantasy Football advice.

Sanctor Capital is a sanctuary where bright minds can find the support they need to maximize their impact on the industry. They have a long successful track record of guiding early-stage projects to Web3 market success.Ilya Abugov is a Partner at Sanctor Capital, a blockchain investment firm. He recently joined the Bitcoin.com News Podcast to talk about the Web3 gaming market.Ilya was Head of Research at Crypto Briefing and Lead Analyst at DappRadar. He also has a background in traditional management consulting, IT consulting, and equities, including time at Man Group and Fidelity Investments.To learn more about the company visit sanctor.com, and follow the team on X.

On Monday's AOA, we start the show with a look at what's shaping up in the corn, soybean and wheat markets with Darin Newsom, Senior Market Analyst at Barchart. In Segment Two, we get a look at the weather situation across the U.S. and more with DTN Meteorologist John Baranick. Then in Segment Three, we talk about California's updated Low Carbon Fuel Standard (LCFS) proposed cap on soy and canola oil, EPA auditing China's used cooking oil imports and more with Jacqui Fatka, Lead Analyst, Farm Supply and Biofuels at CoBank. Then we look at ag news headlines in Segment Four.  

PFF lead NFL Draft analyst Trevor Sikkema believes the Arizona Cardinals rookie class make a massive impact in 2024 season. What is the ceiling for the Cards offense with the addition of Marvin Harrison Jr.? #marvinharrisonjr #kylermurray #cardinals SUBSCRIBE: https://www.youtube.com/channel/UCKaPEqS_Mc6eGNNBQN1QgQw Website: http://gophnx.com/ PHNX Locker: PHNXLocker.com Social Twitter: @PHNX_Sports Instagram: @PHNX_Sports Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week, we kick off a new regular segment, “Cathy on Content” with The Content Advisory's Chief Problem Solver and Lead Analyst, Cathy McKnight. In this monthly segment, Ian and Cathy will be discussing what's caught their eye in the news, a relevant topic, and what's coming up. This week, Ian and Cathy discuss Cathy's recent trip to London for Henry Stewart's DAM Europe event, the term “Universal Content Management,” whether this is relevant to buyers and the topic of the month is empowering business users, and they close discussing the TCA's upcoming webinar, Breaking up with your Website: Content Modeling for AMAZING Customer Experiences.  Ian then joins Cathy's colleague Robert Rose, Fractional Marketing Leader and Chief Troublemaker at The Content Advisory, in the Rockstar CMO virtual bar for a cocktail and a marketing thought about SEO and zero-click search.  Enjoy! — The people: // Ian Truscott on LinkedIn and Threads // Cathy McKnight on LinkedIn // Robert Rose on LinkedIn and Threads Mentioned in this week's episode: // Henry Stewart DAM Europe 2024 event in London // LinkedIn Post by Preston So on Universal Content Management // Bring Data To The Other 80% Of Business Intelligence Users by Boris Evelson, VP, Principal Analyst, Forrester // Cathy's take on business user enablement: Its Sink or Swim in the Deep End of the Tech Enablement Pool // Ian's Tuesday 2¢ - Empower to the Business Users // Ian's CMSWire article - Time to Declutter CMS // The next TCA webinar - Breaking up with your Website: Content Modeling for AMAZING Customer Experiences  // Spark Toro's analysis of the Google Leak // Robert's Newsletter that discusses zero-click search // Robert and Cathy's firm: The Content Advisory // Cathy's podcast: Uncharted Journeys // Robert's podcast – This Old Marketing Rockstar CMO: // Monday Mojo - our monthly LinkedIn Newsletter // The Beat Newsletter that we send every Sunday // Rockstar CMO on the web, Twitter, and LinkedIn // Previous episodes and all the show notes: Rockstar CMO FM. Track List: // Piano Music is by Johnny Easton, shared under a Creative Commons license // We'll be right back by Stienski & Mass Media on YouTube Listen on Apple, Amazon, Spotify or wherever you get your podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

James van Straten is Lead Analyst at CryptoSlate, where he conducts in-depth structured research on Bitcoin, Layer-One tokens, Central Bank Digital Currencies, and macroeconomics. He is passionate about data, technology, and trend-spotting. As a tech and liberty maximalist, James hails Bitcoin as the 21st century's paramount invention. › Follow James on https://x.com/jvs_btc SPONSORS

On Tuesday's AOA, we start the show with a look at the market action ahead of the 4th of July holiday with Don Roose from U.S. Commodities. In Segment Two, we catch up on various ethanol and biofuels issues with Jacqui Fatka, Lead Analyst, Farm Supply and Biofuels at CoBank. Next up in Segment Three, we discuss heirs property with Fran Miller, Senior Staff Attorney/Adjunct Faculty at the Center for Agriculture and Food Systems, Vermont Law and Graduate School. Then we take a look at ag news headlines in Segment Four to end the show.  

Dive into our JUNE 2024 Microsoft Teams Show! Host Rob Scott teams up with special guest Tom Arbuthnot from Empowering.Cloud to unpack recent updates and announcements. Joined by a panel of seasoned Teams experts, find out what's new in the Teams ecosystem.In this update, we talk through the most popular Teams news headlines with this month's special guests:Graham Walsh, Product Specialist at NeatKevin Kieller, Co-Founder and Lead Analyst, enableUCSatish Upadhyaya, MVP, Microsoft 365 UC ArchitectRyan Herbst, Vice President & Chief Device Strategist, UnifiedCommunications.comMicrosoft Teams NewsCopilot+ PCs and Microsoft RecallTeam Copilot - a new personal assistant?Places Public Preview - 'an app that reimagines flexible work'Bookable Desks in Microsoft Teams updateA big drop of new capabilities to help you manage Microsoft Teams channelsIntelligent Recap updates - even more language support announcedCustom emojis and reactions - dangerous or fun? or both? We discussSlash commands to complete tasks more quicklyLive Events retirement delayedRoadmap - some cool new features coming up! Teams Events Teams Fireside Chat - Juan Rivera, Microsoft Corporate Vice President for Teams Calling, Meetings and Devices - June 13Microsoft Teams Devices Ask Me Anything - June 17 (EMEA/US) and 18 (APAC)Virtual Converged Communications Partner Technical Bootcamp - June 18 - 20Microsoft UC User Group London - June 19 - WPP office, LondonExperts LiveCommsverse - June 26 - 27

Paul Gamble, Head of Emerging European Sovereigns, and Erich Arispe, Lead Analyst on Turkiye, discuss the positive rating actions around Turkiye following the country's 2023 economic policy changes, and the impact of recent local elections.

In a generally positive environment for corporate credit, the recent performance of high-yield bonds in the telecom, media and technology (TMT) sector offers a market contrast. Our Lead Analyst for High-Yield TMT joins our Head of Corporate Credit Research to explain the divergence.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research for Morgan Stanley.David Hamburger: And I'm David Hamburger, Head of US Sector Corporate Credit Research and Lead Analyst for the high yield telecom, media, and technology sectors.Andrew Sheets: And today on the podcast we'll be discussing the contrast between strong overall markets in credit and a whole lot of volatility in the high yield TMT space.It's Friday, May 31st at 10am in New York.So, David, it's great to talk to you. You know, listeners have probably been hearing about our views on overall markets and credit markets for the 12 months ahead.We have US growth at 2 percent. We have inflation coming down. We had the Fed lowering interest rates. But there's needless to say; there's some pretty notable contrast between that sort of backdrop and the backdrop we've had for credit year to date, which has been pretty calm, pretty strong -- and what's been going on in your sector.So maybe before we get into the why -- let's talk about the what and bring people up to speed on the saga that's been high yield TMT year.David Hamburger: Yeah. I'm here today to disavow you of any notion that everything is fine and dandy in the market today. So, if you look at the high yield communications sector, it's trading about 325 basis points wide of the overall high yield index. And just to give you that magnitude of that -- the high yield index trading around 300 basis points -- we're talking about 625 basis points over. Now, the high yield communication sector as well is trading about 275 basis points, wider than the next widest sector in the index.And so, it's pretty astounding today, given the market backdrop, how much underperformance we've seen in this sector.Andrew Sheets: What's been causing this just large divergence between high yield TMT and what seems like a lot of other things?David Hamburger: Yeah, I think there are two forces at work here. One's kind of a broader set of issues that I can outline for you. Really, I think it's a combination of one, the maturation of the communications marketplace. Coming out of COVID, we certainly had accelerated adoption of broadband and wireless services. That in and of itself has created a lot of intense competition.And as such, we've seen a lot of technological advances that have created some secular pressures on the space. As well, when you pair that up with elevated financial leverage, all coming together at a time when the marginal cost of capital for companies has increased due to higher interest rates. Those are really some of the underlying forces at work that have driven underperformance in this sector.But some companies have managed to navigate this environment. And I would say by and large, it's those with really strong balance sheets. But that has really cast a shadow on this sector -- is the fundamental and financing issues.When you think about the bloated balance sheets that some of the other companies have had, they've been exploring a whole new set of transactions and, evaluating different options for their balance sheets. And that's probably the more sinister thing that we've seen in the market of late.Andrew Sheets: So, so tell me a little bit more about this. You know, what are some of the types of things that companies can do that often leave the bond holder unhappy?David Hamburger: We all became all too aware of what private equity sponsors might do back in the heyday of LBOs, and we still live in that world today, and it's really fairly well known.You know, I've been in the credit markets for more than 20 years, but I can't recall a time we've seen so many management teams and controlling shareholders now that are at odds with their creditors because of elevated leverage and the business risks they face. So really, the prospect of real and expected liability management has created a lot of dislocation across companies' capital structures.So, what have they done? We look and see companies that have been exploring liability manage, taking advantage of weak protections in certain credit documentation in their structure at the expense of other creditors in the same capital structure. So, we have one company where you see this dislocation in their term loans. They have the same pool of collateral between two different term loans with two different maturities. The later dated maturity is trading higher than the nearer dated maturity, strictly or solely because of the better protections in that documentation. And the premise being, you can negotiate with that class of creditors, give them an advantaged position in the capital structure at the expense of other creditors -- in order to somehow manage the balance sheet and manage those liabilities.Andrew Sheets: And David, is it fair to say that this is a direct outcrop of, you know -- a term some people might have heard of -- of covenant light debt, where, you know, usually debt has certain legal protections that mean that the bondholder is more assured of getting paid back or not being made a less well off than other lenders. But you know, we did see some of that change during different, stronger market conditions. Is that a partial explanation of what's going on?David Hamburger: That's exactly right, Andrew. We are seeing the result, if I might say, the hangover from some of these covenant light deals that came to market over the last few years; almost to the point of speak to some clients and they will just want to know what is the vintage of that secured debt issue that you're talking about because there were certain years where they were far more flexible documentation and protections. And now, given where the equity markets are trading and the financing environment, you see a lot of those securities trading at severe discounts to par, which is unusual because, again, in my 20-year career, I've not often seen companies with billion-dollar equity market caps and bonds trading in the 20, 30, or 40 cents on the dollar.You would think that if a company had a substantial market cap, that their bonds would be trading closer to par and would have value. But what really the market's, I think, pricing in is this transference of value from creditors to shareholders; and the opportunity cost associated with these shareholders; or controlling shareholders or management teams looking to capture those discounts that they now see in their bonds; or in their loans to the benefit of equity shareholders -- really puts all constituents in the company's balance sheet, if you will, at odds with one another.Andrew Sheets: So, David, this is so interesting because again, I think, you know, for a lot of listeners, you can read the newspaper, you see the headlines, the market looks very strong and stable. And yet, there's definitely a tempest that's been brewing, you know, in your sector. For people who are investing in high yield TMT, what are you think the most important things that you're looking out for in your credit coverage?David Hamburger: Well, look, we're forced to really dig in and scrutinize these credit docs and really understand what protections are there, understanding how companies might navigate through those protections in order to prolong or preserve their equity value or the equity options in their companies.It's not like we're trying to be alarmists in saying this is a canary in the coal mine, but it is certainly a cautionary tale for any high yield investor to be well versed in those credit documentation, understanding the protections in those debt securities.And we have seen bondholders and creditors, largely even in loans, you know, get together in co-op agreements to push back on some of these aggressive liability management transactions. And that, I think, is really important in an environment where yields have come back in and, you know, where people look at opportunities and maybe we could, once again, see two things. One, a reach for yield, where you're looking at sectors that have underperformed. And secondly, should we get back into an environment of covenant light docks once again? So, I don't want to be talking about this again in a few years' time. And it's not something that the market has helped resolve rather than just perpetuate.Andrew Sheets: David, it's fascinating as always. Thanks for taking the time to talk.David Hamburger: Thank you Andrew. Glad to be here.Andrew Sheets: And thanks for listening. If you enjoy the show, please leave us a review wherever you get your podcast and share Thoughts on the Market with a friend or colleague today.

Dan Bernstein and Laurence Holmes pondered whether former NFL quarterback Tom Brady fully understands the role he'll be in as lead analyst on Fox when the season begins this fall.

“The economic information on clean energy is amazing…We're decades deep in it now, where you're seeing the cost competitiveness of renewable technologies on an unsubsidized basis…We can do this. We can grow the economy and we can use more clean energy.” Lisa Jacobson on Electric Ladies Podcast The facts in the new Sustainable Energy 2024 Factbook, by the Business Council for Sustainable Energy and Bloomberg New Energy Finance, show that the transition to a clean energy economy is well underway, and resilient, despite “headwinds” like covid, high interest rates, supply chain issues and political pressures. How? Listen to Lisa Jacobson, President of the Business Council for Sustainable Energy and Tara Narayanan, Lead Analyst at Bloomberg New Energy Finance, explain where we are in this transition in this fascinating discussion with Electric Ladies host Joan Michelson.  You'll hear about: Where we're at in the energy transition and what the trends are The impact of the new trifecta of federal legislation – the Inflation Reduction Act, the Infrastructure Investment Act and the CHIPS and Science Act. The energy mix we need, including renewables, to power our complex economy Dispelling myths about the energy transition and energy sources Plus, insightful career advice, such as… “Think about your career as a business…Try to always have a mindset of kind of what I want first…What organizations do I want to work with? Where, what kind of responsibilities do I want to have? And maybe I do it through a traditional employer employee relationship, or maybe I just branch out on my own and just do it right? And I feel like women should feel empowered to do that and to be that kind of proactive thinking. And don't be afraid.” Lisa Jacobson on Electric Ladies Podcast Read Joan's Forbes article about this new report here and more of her articles here too. You'll also like: Inna Braverman, Founder/CEO of Eco Wave Power, on how wave power works and her powerful personal story that reflects today's geopolitical dynamics. Melissa Lott, Ph.D., Director of Research at the Center for Global Energy Policy at Columbia University, and the lead scientists in the PBS/NOVA documentary “Chasing Carbon Zero.” Vanessa Chan, Ph.D., Chief Commercialization Officer of the Department of Energy and Director of the Office of Technology Transitions, on the Inflation Reduction Act and the transition to clean energy. Halla Hrund Logadottir, Director-General, Iceland's National Energy Authority, on how the country has become 85% renewable energy. Sarah Golden, VP of Energy, Greenbiz, on geothermal, how it works and why it's growing exponentially Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

Will McFadden is joined by Sam Monson, the lead NFL analyst at Pro Football Focus and co-host of the PFF NFL Podcast. Sam shares his thoughts on Atlanta's selection of Michael Penix Jr. and why their logic makes sense, even if it cost the Falcons their choice of defensive prospect. He also divulges his expectations for Atlanta this season and what could potentially hold the Falcons back. Finally, Will and Sam discuss offensive coordinator Zac Robinson, who spent time working with PFF before joining the Rams' coaching staff. Enjoy!

In the latest episode of Nerd Out, Dave welcomes in Alec Davison as his partner in crime for the podcast. After they get through the excitement of the latest Taylor Swift album, they talked through the latest activity in the Middle East and what it could mean domestically. Then they looked at the latest news related to the U.S. election including the recent incident outside of the Trump trial and potential concerns that may play out over the course of the year especially related to mis/dis/mal-information. They wrap up the pod with some real nerd discussions on Star Wars and what the new series has to offer! Alec Davison is the Lead Analyst at the Water Information Sharing and Analysis Center (WaterISAC). In addition, he works as a Risk Analyst at Gate 15. He holds an M.A. in Security Policy Studies from George Washington University. Some of the resources discussed in the pod include: https://www.cisa.gov/resources-tools/resources/personal-security-considerations-action-guide https://www.cisa.gov/resources-tools/resources/preventing-workplace-violence-security-awareness-considerations-infographic https://www.dni.gov/files/NCTC/documents/jcat/firstresponderstoolbox/89s_-_Violent[…]il_Unrest_and_Public_Assemblies_in_the_United_States-survey.pdf Mobilization/SARs https://www.dni.gov/files/NCTC/documents/news_documents/Mobilization_Indicators_Booklet_2021.pdf https://www.dhs.gov/nationwide-sar-initiative-nsi Info sharing communities https://www.dhs.gov/fusion-centers https://www.nationalisacs.org/

This week Jeff Clark starts a month-long break from the show, and so our “not a rockstar” host Ian Truscott, catches up with regular guest, Chief Problem Solver and Lead Analyst, from the Content Advisory Cathy McKnight, for her 10th appearance on the show.  Ian and Cathy chat about the importance of content operations in the face of all the immediate demands on marketing, some takeaways from a recent webinar she hosted with Liana Cardenes Cave, Hilton's Senior Director, Content Orchestration and what she's learned from interviewing influential and successful women on her podcast The Uncharted Journey. Ian then retires to the Rockstar CMO virtual bar to join Cathy's colleague Robert Rose, Chief Troublemaker at The Content Advisory, who, over a cocktail he's recommending for breakfast, shares some interesting, informal research he's done with his clients and community on the different use cases marketers are using AI for. And, it seems we are creating work with the robots, not reducing it.  Enjoy! — The people: // Ian Truscott on LinkedIn and Threads // Cathy McKnight on LinkedIn // Robert Rose on LinkedIn and Threads Mentioned in this week's episode: // Controlling Content Chaos with Content Orchestration – TCA Webinar // Cathy's podcast: Uncharted Journeys  // Robert & Cathy's firm: The Content Advisory // Robert's “Rose Colored Glasses” column for CMI. Rockstar CMO: // Monday Mojo - our weekly LinkedIn Newsletter // The Beat Newsletter that we send every Sunday // Rockstar CMO on the web, Twitter, and LinkedIn // Previous episodes and all the show notes: Rockstar CMO FM. Track List: // Piano Music is by Johnny Easton, shared under a Creative Commons license // We'll be right back by Stienski & Mass Media on YouTube // Don't You (Forget About Me) - Simple Minds on Spotify Listen on Apple, Amazon, Spotify or wherever you get your podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In hour two of Live Bet Sunday, Dustin Swedelson and Jared Smith preview today's MLB action. Eric Kuselias, CBS Sportsline Host & Lead Analyst joins the show to give a Final Four preview. See omnystudio.com/listener for privacy information.

Welcome back to Experts Only for our annual interview about the 2024 Sustainable Energy in America Factbook! Our host Jon Powers welcomes Lisa Jacobson, President of the Business Council for Sustainable Energy (BCSE), back to the show for her 7th appearance! He also welcomed Tara Narayanan, Lead Analyst, US Regional Trends at BloombergNEF, for her inaugural interview! They discuss the Factbook, which is published by the BCSE, in partnership with BloombergNEF. This Factbook is the best compilation of data in our industry in terms of investment, manufacturing, production, mobility, and more. You can download the Factbook at https://bcse.org/market-trends/. Thanks for listening!

Wharton's Eric Bradlow, Adi Wyner, and Shane Jensen speak with Sam Monson, Lead Analyst from PFF, about the Super Bowl matchup between the Chiefs and the 49ers, as well as what to expect in the NFL Draft later this year. Hosted on Acast. See acast.com/privacy for more information.

With the rise of technology, media and telecom credit markets, our analyst explains how companies are looking to manage the rapidly changing landscape. ----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. David Hamburger: And I'm David Hamburger, Head of U.S. Sector Corporate Credit Research and Lead Analyst for High Yield TMT here at Morgan Stanley. Andrew Sheets: And on today's special episode, the podcast, Dave and I will be discussing corporate credit analysis, the TMT sector and what may be ahead for credit investors. Andrew Sheets: David, I think it's safe to say that a lot of listeners are going to be a lot more familiar with what an equity analyst does. So before we get into your sector, I think it'd be great to just take a step back and how do you think about the role of a credit analyst, and how does your job differ from your equity analyst colleagues that sit across on the other side of the floor? David Hamburger: So, you know, we're primarily focused on the other side of the balance sheet compared to the equity analyst. So we'll be looking at the liabilities that companies have. Those liabilities do trade in the market and people invest in bonds, loans and otherwise. And importantly, the thing that we really do focus on the most is a company's willingness and ability to service debt and repay that debt. We are certainly concerned with how companies generate shareholder value. But importantly, it's really, really crucial and critical to understand a company's ability again and willingness to repay the debt that's on the balance sheet and the liability part of the balance sheet in particular. Andrew Sheets: We're also coming into 2024 at a pretty interesting time for corporate credit markets. You know, you've had yields on some of these high yield bond issuers or loan issuers, a double from where they were in 2021/2022. So you have a market that is offering higher yields than in the past, but also with quite a bit of volatility dispersion between better and weaker balance sheets, and quite a bit that's going on, that's getting investors attention. David Hamburger: Yeah. There are a lot of opportunities in corporate credit in general. And you know, people sometimes lose sight of the fact that there's quite a diversity of investment opportunities, whether you're looking at many different sectors in energy, consumer retail or importantly, the TMT sector that we look at, and you can really find situations that suit your risk profile and how much risk appetite an investor might have. Andrew Sheets: So let's dive a bit into that sector and how you're thinking about it. And again, there might be some investors that are very familiar with the idea of TMT credit and TMT standing for technology, media and telecom. What has been the story in TMT credit over the last five years? What has brought the sector to its current position? David Hamburger: I would say the thing that people have really focused on are some of the technological changes that emerged from the Covid pandemic. If you consider and you look at, you know, where we'll focus a lot of our attention on the telecom and cable sectors. And you look at what transpired during the pandemic. You really had two trends that were overarching. The first was connectivity. I mean, everyone was homebound in a situation where, you know, we were not going into work, going to our normal social interactions that we normally had. And connectivity was paramount. The second thing that it that helped spur huge technological advances, I think during that period of time, you probably saw what the types of technological advances that might have taken a cycle of a couple of years in just a few months, strikingly. And so what had transpired then is really we're seeing the fallout of some of those trends where you saw a number of consumers look at the opportunity to better connect through wireless, through broadband services, new technologies that those companies needed to embrace in order to reach the consumer and reach those new subscribers. And it's really been a trend that, you know, we continue to follow. And has really probably been that had the largest impact on this sector overall. Andrew Sheets: I think it's safe to say that consumers access to more media now than they've ever had before, which is a nice thing. But how do you think about the opportunities and the challenges that's created for companies, and how companies are dealing with that just seismic and rapid shift in the landscape. David Hamburger: So companies need to be extremely nimble. Management teams need a vision and have a lot of foresight how those technologies will evolve. For many of these companies and for this industry in general, that tend to be very high barriers to entry. Why is that? They're extremely capital intensive. So if you look at like a cable company or a telecom company, even a lot of the big media companies spend an incredible amount of money on their networks, on service, on content production and otherwise. And so importantly, what has ultimately been one of the most defining aspects of this period of time has been companies that are nimble, but really that have financial flexibility. When rates were very low and we had very accommodating credit markets, that helped facilitate a lot of that investment that companies needed. But now when we saw the rising rate environment, it really impacted the fact that a lot of these companies had elevated leverage, that needed it in order to undertake these intensive capital programs. So I would say what really has defined the trend in the space, is those companies with strong balance sheets, financial flexibility, management teams that have remained nimble, have succeeded and thrive in this environment. But on the contrary, companies that were extremely elevated amount of leverage on the balance sheet, found themselves with less financial flexibility to perform and compete. And we're really seeing the fallout from that trend over the last two years. Andrew Sheets: So, David, I think you've set that up really well. And so, I guess, as you think about the importance of flexibility, and you kind of highlighted the advantages of being more nimble and being more flexible. Do you think this is going to be a story where the market has already rewarded those better, more nimble companies? Or is this a theme that still has further to play out as the market does further differentiation between the two? David Hamburger: Yeah, it certainly has more room to run here in terms of differentiation. A lot of it is really around those new technologies. You begin to see this technological advances around more bandwidth and better networks and upgrades. And so, you know, that creates more competition. But at the same time, as we've seen the acceleration of the adoption of more connectivity, it becomes a more mature market. And so those competitive risks get exacerbated by some of the things like market maturation and even saturation. And as well, you can't minimize things like government subsidies that helped Americans stay connected. And so that dynamic continues to create a tension in the sector in terms of the haves and the have nots and the ability to better compete, the financial wherewithal to compete, and management teams that are very adept and nimble at, you know, embracing those new opportunities. And I think ultimately, what you will see is you're going to see further rationalization of the sector as a result of this, where you'll begin to see and particularly if rates start to come down, one of those follow throughs, or one of the potential outcomes of that is really a potential for more M&A in the space. Andrew Sheets: So, David, we started this conversation acknowledging that a credit investor and an equity investor might be looking at the same company, but approach that from a different point of view and different areas of emphasis. And I guess to conclude this conversation, as you look ahead, if you think about your sector, who do you think is in the driver's seat right now in the eyes of management, do you think it's more friendly to the equity holder, more friendly to the bondholder? Or does it really vary company by company? David Hamburger: A lot of it varies. Certainly in the interest rate regime we've been under for the last couple of years, the companies and their management teams have been more mindful of the balance sheet and more mindful of leverage. You know, we as credit investors, we're always kind of looking at the downside and the downside risks, because clearly we would just want those companies to pay back debt and always examining again the willingness and ability to do so. But to the extent that there's excess capital and excess financial flexibility, all things equal, you want to make sure they're staying nimble and investing in the business and remaining competitive. And one of the things is, you know, we look at this sectors now with a little more caution because of the amount of leverage, because, you know, there might be a tendency to look at the need to the business and to invest more aggressively should rates begin to come back down. We think the, you know, the higher leverage in the face of rising competition and intensity around consumer and enterprise demand, give us pause with regard to the, you know, these companies ability to to continue to focus on the balance sheet and creditors. And I think that's why, again, you're seeing a lot of these stress situations in this sector in particular. Andrew Sheets: David, thank you for taking the time to talk. David Hamburger: It's been my pleasure. Thank you. Andrew Sheets: And thanks for listening. If you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcast app. It helps more people find the show.

Newzoo's Lead Analyst, Tim Wijman, returns on the podcast to discuss gaming market predictions for consoles and PCs. You can access the full Newzoo report here: https://newzoo.com/games-market-reports-forecasts And check our previous episode here: www.deconstructoroffun.com/blog/2023/11/2/console-gamings-triple-threat --- Send in a voice message: https://podcasters.spotify.com/pod/show/deconstructoroffun/message Support this podcast: https://podcasters.spotify.com/pod/show/deconstructoroffun/support

In this captivating final episode of our five-part series with 2008 Masters Champion, Trevor Immelman, listeners are invited on a profound journey that transcends the golf course. Trevor delves deep into his life story, revealing the pivotal moments that shaped not just a golfer, but a man of resilience and character.The episode opens with Trevor reflecting on the monumental impact of his Masters victory - a win that didn't just etch his name in the annals of golf history, but also set the stage for his future endeavors. He shares intimate details about the challenges and triumphs of his career, highlighting the way his Masters win opened doors and created lasting memories.As the conversation flows, Trevor offers a candid look at the less glamorous side of professional golf. He talks about the struggles with injuries that tested his resolve, the mental battles faced on and off the course, and how these experiences shaped his perspective on the game and life itself. His honesty about these hurdles is not just enlightening but deeply humanizing, painting a picture of a sportsman grappling with the same challenges that confront us all.Transitioning to his current role in the broadcast booth as the fifth Lead Analyst for CBS, Trevor shares the excitement and fulfillment he finds in his new career. His stories about working alongside golf broadcasting legends like Jim Nantz, embracing new technologies, and bringing a fresh energy to golf commentary are both inspiring and insightful. It's a testament to his love for the game and his ability to adapt and excel beyond the golf course.As the episode concludes, Trevor answers some thought-provoking questions, leaving listeners with a sense of the humility, authenticity, and passion that drive him. This episode is not just for golf enthusiasts but for anyone intrigued by the journey of a champion adapting and thriving through life's changes.Join us in this heartwarming finale as Trevor Immelman shares his story "FORE the Good of the Game." Subscribe, listen, and share this episode for a glimpse into the life of a true golf legend.Support the showFollow our show and/or leave a review/rating on: Our Website https://www.forethegoodofthegame.com/reviews/new/ Apple Podcasts https://podcasts.apple.com/us/podcast/fore-the-good-of-the-game/id1562581853 Spotify Podcasts https://open.spotify.com/show/0XSuVGjwQg6bm78COkIhZO?si=b4c9d47ea8b24b2d Google Podcasts https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xNzM3Mjc1LnJzcw About "FORE the Good of the Game” is a golf podcast featuring interviews with World Golf Hall of Fame members, winners of major championships and other people of influence in and around the game of golf. Highlighting the positive aspects of the game, we aim to create and provide an engaging and timeless repository of content that listeners can enjoy now and forever. Co-hosted by PGA Tour star Bruce Devlin, our podcast focuses on telling their life stories, in their voices. Join Bruce and Mike Gonzalez “FORE the Good of the Game.” Thanks so much for listening!

In hour four of Live Bet Saturday, Jonathan Von Tobel and Pamela Maldonado are joined by John Crumpler, Lead Analyst for USA Today's Texans Wire, as they break down tonight's Texans at Colts game. Also on the show is Zachary Cohen, Betting Analyst VSiN, as they discuss the NBA Awards Market.See omnystudio.com/listener for privacy information.