Podcasts about LVMH

French multinational luxury goods conglomerate

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Latest podcast episodes about LVMH

The Story of a Brand
Fresh - This Brand's Soul Is in Every Jar

The Story of a Brand

Play Episode Listen Later Jul 10, 2025 65:43


In this episode, I sit down with Lev Glazman and Alina Roytberg, the visionary duo behind Fresh, one of the most iconic beauty brands of the last three decades.  What began as a small apothecary shop in Boston evolved into a global brand renowned for blending modern skincare with timeless rituals. Lev and Alina share their journey with such openness—from selling artisanal soaps wrapped in hand-stamped paper to pioneering innovations like soy face cleanser and sugar lip treatments. What makes this conversation so special is how deeply they value storytelling, authenticity, and emotional connection. Fresh wasn't built on trends, it was built on meaning. We explore how they followed their instincts, stayed rooted in their shared values, and created products that feel personal, poetic, and transformative. If you've ever used Fresh, you'll love hearing how it all began. Here are a few highlights from our conversation:   * Why Fresh was never just about skincare—it was about experiences   * How inspiration from food, travel, and culture shaped iconic products   * The emotional moment they realized Fresh had outgrown their tiny store   * Why building a brand rooted in meaning creates a lasting connection   * How they stayed true to themselves, even after joining LVMH   Join me, Ramon Vela, as I listen to the episode and discover the heart, soul, and magic behind a brand that redefined modern beauty. Whether you're a founder, a beauty lover, or someone who appreciates thoughtful entrepreneurship, this one is pure inspiration. For more on Fresh, visit: https://www.fresh.com/us/home If you enjoyed this episode, please leave The Story of a Brand Show a rating and review.  Plus, don't forget to follow us on Apple and Spotify.  Your support helps us bring you more content like this! * Today's Sponsors: Color More Lines: https://www.colormorelines.com/get-started Color More Lines is a team of ex-Amazonians and e-commerce operators who help brands grow faster on Amazon and Walmart. With a performance-based pricing model and flexible contracts, they've generated triple-digit year-over-year growth for established sellers doing over $5 million per year. Use code "STORY OF A BRAND” and receive a complimentary market opportunity assessment of your e-commerce brand and marketplace positioning. 

24H Pujadas - Les partis pris
Les Partis Pris : “Natalité, l'argent n'est pas la solution”, “4 000 milliards de dollars…”et “Brésil, le chantage fou de Trump”

24H Pujadas - Les partis pris

Play Episode Listen Later Jul 10, 2025 13:02


L'Institut national des études démographiques révèle une chute du désir d'enfant, marquant un hiver démographique mondial. Ruth Elkrief souligne que le taux de fécondité baisse inexorablement. Face à cela, Donald Trump propose une prime de 1 000 dollars par naissance de décembre 2025 à la fin de son mandat en 2029, versée sur un compte lié à la bourse. Mais, selon Ruth Elkrief, l'argent n'est pas une solution. Il faut cibler l'infertilité médicale et promouvoir l'égalité femme-homme pour répondre au désir d'enfant. François Lenglet rappelle que Nvidia est la première entreprise mondiale avec une capitalisation de 4 000 milliards de dollars, équivalente à la dette publique française. Cette valorisation dépasse largement celle de LVMH et Total Energies. En quelques semaines, Nvidia a pris 40 %, portée par une croissance de 70 % de ses ventes l'an dernier et un chiffre d'affaires de 200 milliards, soit 5 % de sa capitalisation. Abnousse Shalmani relate la crise au Brésil où Donald Trump est accusé d'avoir orchestré une tentative de coup d'État après sa défaite électorale d'octobre 2022, incluant un complot pour assassiner Lula. Le 7 juillet 2025, lors du sommet des BRICS à Rio, Trump a dénoncé une « chasse aux sorcières » contre son allié Bolsonaro, appelant les autorités à cesser les poursuites. Il impose 50 % de droits de douane supplémentaires sur les produits brésiliens. Du lundi au vendredi, à partir de 18h, David Pujadas apporte toute son expertise pour analyser l'actualité du jour avec pédagogie. Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Business Breakdowns
Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY]

Business Breakdowns

Play Episode Listen Later Jul 9, 2025 58:35


This is Matt Reustle. Today we are replaying our Breakdown of Patek Philippe. You never own a Patek Philippe. You merely watch over it for the next generation. I'll say it's the best marketing campaign in history, a campaign appropriate for the world's premier watchmaker and a watchmaker worthy of a Business Breakdown. Our guest today is John Reardon from Collectability. John has worked at Sotheby's, the auction house, and spent a decade at Patek Philippe in the early 2000s. He continues to write for Patek Philippe Magazine while he has launched Collectability, a brand dedicated to vintage and preowned Patek Philippe. We cover what makes Patek such a special brand. There is an almost 200-year history in craftsmanship and countless patents (like that self-winding mechanism that powers all automatic watches today.) What Philippe Stern did in 1989 could be worthy of a 10-episode series, so there is much to learn from this episode. Please enjoy this breakdown of Patek Philippe. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @zbfuss | @ReustleMatt Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:02:41) The main differences between Patek Philippe and Rolex   (00:06:32) An introduction to Patek Philippe's brand  (00:08:47) The founding story of the business (00:11:14) Henry Graves and the watches that he made for the brand  (00:16:46) The production process for making a Patek Philippe watch (00:19:56) A look at the 1989 and its importance to the business (00:22:08) The types of people who were interested in the brand and purchasing at auction in 1989 (00:24:41) An overview of the successful marketing campaigns of the 1990s  (00:27:26) Patek's strategy at auctions, embracing both consignment and buying (00:30:38) The general size and scope of the Patek Philippe secondary market (00:32:20) The brand's perspective of the secondary market and whether it affects the way they market new items (00:36:47) John's personal experience working at Patek Philippe  (00:40:36) The company's distribution strategy   (00:43:42) Breaking down the points of sale, branded dealers versus authorized dealers (00:44:29) The mindset behind consolidating dealers and the exclusivity it created as a byproduct  (00:46:22) How the LVMH acquisition of Tiffany has affected Patek Philippe (00:49:18) The potential of Patek Philippe being acquired by another company (00:53:48) Lessons learned from Patek Philippe

Getting Rich Together
Money Lessons From a Successful Fashion Recruiter Turned Community Builder with Kristy Hurt, the co-lab

Getting Rich Together

Play Episode Listen Later Jul 8, 2025 58:23


In today's episode, we have an incredible guest — Kristy Hurt, the creator of the co-lab who has brought together hundreds of people in the fashion industry to help them grow professionally. Kristy is also known for her amazing recruiting work in the industry, helping many people and businesses find great talent for their brands. In our conversation, Kristy shares her fascinating journey from growing up as the daughter of a pilot in Houston to becoming a major player in the New York fashion scene. She talks about her early career experiences at Kate Spade and LVMH, quitting corporate to start her own successful recruiting business, and the birth of the co-lab community during the pandemic. Throughout the episode, Kristy shares valuable insights on managing finances, investing in real estate, balancing work and family, and building multiple income streams. She also opens up about her hopes and plans for the future as her kids get older. In truth, she's just getting started and has no plans to stop anytime soon.  This is an episode packed with inspiration, relatability, and practical wisdom from someone who has truly built an incredible life and career on her own terms. I know you'll get a ton of value from hearing Kristy's story and perspective.    Key Topics: Kristy's first intro to retail and fashion Studying abroad in Spain Her first hard lesson in paying down credit card debt after college Moving to NYC from Texas with no plan Officially starting her fashion career at Kate Spade NY The first big money Kristy earned in her life How real estate changed the savings and investing game for her How having kids changed Kristy's philosophy around money and spending What caused her to leave corporate and become an entrepreneur Rethinking spending and earning after the pandemic flipped her business upside down Connect with Kristy online: Website (personal): https://www.khurtconsulting.com/about co-lab: https://www.jointhecolab.com/become-a-member Instagram: https://www.instagram.com/khurtconsulting/ https://www.instagram.com/jointhecolab/ Find more from Syama Bunten: Instagram: @syama.co, @gettingrichpod Website: https://syamabunten.com/ Youtube: https://www.youtube.com/scalingretailconsulting

Jak investovat
Veronika Němečková: Akcie výletních lodí

Jak investovat

Play Episode Listen Later Jul 8, 2025 53:28


V této epizodě se ponoříme do světa akcií výletních lodí! S Veronikou Němečkovou, členkou investičního výboru fondu J&T NextGen, rozebíráme klíčové hráče jako Carnival Corporation, Royal Caribbean Cruises a Norwegian Cruise Line Holdings. Prozkoumáme jejich finanční zdraví, zadlužení, trendy v odvětví a investiční potenciál. (Natočeno 8. června 2025) BIO HOSTA:Veronika Němečková je studentkou gymnázia Nový PORG a členkou investičního výboru fondu J&T NextGen, kde společně s ostatními aktivně spravuje portfolio. Dále jako prezidentka Nový PORG Investment Society organizuje kurzy pro začátečníky, přednášky a podílí se na organizaci soutěži Investománie.CO SE V PODCASTU DOZVÍTE:Stav sektoru výletních lodí v roce 2025: Klíčové trendy, zotavení po pandemii a vliv globální ekonomiky.Hlavní hráči a jejich strategie: Rozdíly mezi Carnival, Royal Caribbean a Norwegian, včetně analýzy jejich dluhu.Rizika investování: Geopolitické události, přírodní katastrofy, sezónnost a regulace životního prostředí.Nejlepší investiční příležitostiBudoucnost odvětvíAktuální portfolio fondu NextGenZPĚTNÁ VAZBA:Vaše zpětná vazba je pro mě důležitá. Máte-li k podcastu jakékoliv poznámky, zašlete mi je, prosím, na lenka@schanova.com. Děkuji. DALŠÍ ROZHOVORY: Ján Hájek: Analýza Esteé LauderJaroslav Vybíral: Akciová analýza LVMH

Beurswatch | BNR
Shell: speelbal van bipolair beleid

Beurswatch | BNR

Play Episode Listen Later Jul 7, 2025 21:58


Wael Sawan is de ceo van Shell, maar het is vooral een buitenstaander die nóg meer invloed heeft op het bedrijf. Door het onrustige beleid van een regeringsleider moet Shell beleggers waarschuwen. De inkomsten gaan in het tweede kwartaal tegenvallen. Deze aflevering hoor je waar Shell last van heeft en of dat gevolgen gaat hebben voor het dividend en de rest van de cadeautjes waar Shell beleggers mee paait. Spoiler: de plaaggeest van Shell ziet er oranje uit en woont in een wit huis.Verder bespreken we de nieuwe problemen van Philips. China stelt namelijk importbeperkingen in tegen medische apparatuur uit de EU. En dat is nu net wat Philips in China wil verkopen.Ook komen de tarieven van Trump voorbij. De deadline (waarop landen een akkoord moeten bereiken met de VS) ligt op aanstaande woensdag. Die wordt nu verlengd naar 1 augustus. Een nieuwe deadline, die we van team-Trump dan weer géén nieuwe deadline mogen noemen.Trump wil de naam van Elon Musk ook niet meer noemen, maar hij komt er niet onderuit. Musk richt een nieuwe partij op. Trump noemt hem een 'train wreck' en dat vinden Tesla-beleggers ook. De beurskoers krijgt opnieuw klappen.See omnystudio.com/listener for privacy information.

HRchat Podcast
Leading with Purpose in the Luxury World with Gena Smith, LVMH

HRchat Podcast

Play Episode Listen Later Jul 7, 2025 39:29 Transcription Available


Bob Goodwin welcomes Gena Smith, North American CHRO for luxury powerhouse LVMH, for a masterclass in leadership development and cultivating excellence across iconic brands like Louis Vuitton, Christian Dior, and Tiffany.Gena shares her unexpected journey from small-town Texas to leading human resources for one of the world's most prestigious luxury groups. A pivotal study abroad experience in Greece awakened her passion for people and culture, establishing a personal benchmark that guided her career choices: "Any role had to have an international dimension and I had to be working with people." This philosophy ultimately led her to LVMH, where she now champions a culture built on creativity, innovation, excellence, and entrepreneurship.Gena's conversation with Bob explores how LVMH maintains the delicate balance between preserving brand heritage while pushing creative boundaries. "We don't want our brands sitting in museums," Smith explains, highlighting the tension between honoring each brand's DNA while ensuring contemporary relevance. This balancing act requires diverse perspectives and trustful environments where creativity can flourish.Leadership development emerges as a cornerstone of LVMH's success. Smith details their comprehensive succession planning process that examines potential leaders across all 75 brands, paired with targeted development experiences. She emphasizes that leadership must be approached with the same intentionality as any business objective: "You actually have to want to be a great leader. That has to be something that's important to you."Looking toward the future, Smith discusses LVMH's "HR New Deal" initiative, which positions employees at the center of their career journey with access to opportunities across all brands. While acknowledging technology's growing role, she returns to a fundamental truth that transcends industry or era: "At the end of the day, we rely on talented, motivated, inspired, engaged people to drive our business."Ready to discover what truly lights your fire professionally? Tune in to this insightful conversation about finding your passion, developing leadership excellence, and creating environments where people and creativity thrive.Support the showFeature Your Brand on the HRchat PodcastThe HRchat show has had 100,000s of downloads and is frequently listed as one of the most popular global podcasts for HR pros, Talent execs and leaders. It is ranked in the top ten in the world based on traffic, social media followers, domain authority & freshness. The podcast is also ranked as the Best Canadian HR Podcast by FeedSpot and one of the top 10% most popular shows by Listen Score. Want to share the story of how your business is helping to shape the world of work? We offer sponsored episodes, audio adverts, email campaigns, and a host of other options. Check out packages here. Follow us on LinkedIn Subscribe to our newsletter Check out our in-person events

Millennial Investing - The Investor’s Podcast Network
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O'Malley & Daniel Mahncke

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jul 6, 2025 83:47


Shawn O'Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It's a powerful conglomerate built by one of the world's richest men, Bernard Arnault, known as the “wolf in cashmere” for his ruthless consolidation of power in the luxury industry. In this episode, you'll learn how Arnault built the LVMH empire, what makes “true luxury” so special and different from other types of businesses, the parallels between LVMH and Berkshire Hathaway, what the backbone of this conglomerate is, whether there's actually a backdoor way to buy LVMH shares at a 20% discount, whether the stock is currently fairly valued, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 15:57 - How Arnault got his start and took control of LVMH. 20:56 - What inspired Arnault to build a luxury conglomerate. 24:05 - How LVMH benefits from economies of scale. 30:31 - Which brands drive business the most. 51:59 - What factors matter most in luxury purchases. 56:07 - What are the most important markets for luxury goods? 01:00:59 - Whether the backdoor way to buy LVMH shares at a discount is too good to be true. 01:08:03 - Whether LVMH is fairly valued and whether it's added to the Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠ LVMH's rich history of tradition and desirability. Business Breakdowns' 2022 episode on LVMH. Acquired's podcast on LVMH. Financial Times' profile of Bernard Arnault. WSB645: The King of Luxury with Christian Billinger. WSB643: The Luxury Strategy with Christian Billinger. Bernard Arnault's 2024 interview with CNBC. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠: Harvest Right Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Playing FTSE
We're Making Changes! Plus Astrazeneca & Baltic Classified

Playing FTSE

Play Episode Listen Later Jul 6, 2025 67:14


Which hole has Steve D been shoving money down? Find out on this week's PlayingFTSE Show!The Steves are on a roll right now – both are ahead of the FTSE 100 and the S&P 500. And there's one stock in particular that's been doing it for both of them over the last seven days…Greggs shares have had another appalling week, this time due to the weather being too hot. But does that change anything about what the Steves are planning on doing with the Britbox?The FTSE 250 stock had been on the list to buy before the latest decline. But there's also another new name that's joining the ranks from Steve D…In terms of European shares to buy there's one big name that stands out. It's LVMH which – as of last week – both Steves have ownership stakes in. Making way is spirits company Pernod Ricard and GLP-1 firm Novo Nordisk. But Steve D has an eye on another name from a different sector to add to the portfolio…AstraZeneca is the latest name rumoured to be leaving the FTSE 100 for the US. But Steve W isn't buying it – the stock or the story. Healthcare has been the worst-performing S&P 500 sector over the last 12 months. And with RFK Jr. as Health Minister, is that really where a pharmaceuticals firm wants to be?Anyone wanting a house, cars, or basically anything in the Baltic region realistically only has one place to look. It's Baltic Classifieds – which is obviously a member of the FTSE 250. The company has a nice business model and a very strong market position. And with the stock down almost 10% in  day, could it be one to consider buying?Only on this week's PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show...► Timestamps:0:00 INTRO & OUR WEEKS6:55 BRITBOX CHANGES24:58 EUROBOX CHANGES35:32 ASTRAZENECA TO LEAVE UK STOCK MARKET49:51 BALTIC CLASSIFIEDS GROUP► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

Beurswatch | BNR
VS gaat economische ramp Argentinië achterna

Beurswatch | BNR

Play Episode Listen Later Jul 4, 2025 23:31


Duizenden miljarden dollars aan staatsschuld erbij én nieuwe importtarieven voor andere landen. President Trump was druk bezig deze week. Volgens eigen zeggen om America Great te maken, maar hij is volgens onze gast van vandaag bezig om het land juist financieel de vernieling in te helpen. Ook hoor je ook over de uitbreidingsplannen van Air France-KLM. Dat wil een meerderheidsbelang krijgen in Scandinavische concurrent SAS. Volgens de top van het bedrijf is dat nodig om de concurrentie met andere maatschappijen aan te gaan. De 'schlemiel van de luchtvaartanalisten' vertelt je of het wel echt zo'n goede zet is. Verder gaat het over de deal die de Amerikanen sluiten met China. De sfeer is totaal omgeslagen, want in het geheim is de Amerikaanse regering ceo's aan het polsen voor een trip naar het land. In oktober al. We bespreken deze aflevering waar die ommezwaai vandaan komt. Elon Musk sluit de week ook lekker af, want twee bedrijven kregen goed nieuws. Tesla, dat verkoopt ineens méér auto's in een Europees land. En in de VS krijgt 'ie ergens toestemming voor, waar hij eigenlijk al illegaal mee bezig was.Tot slot bereiden we je ook vast voor op de komende maanden. Je hoort waarom je beter niet naar oliebedrijven moet kijken. See omnystudio.com/listener for privacy information.

Blamo! | Exploring Fashion with the People Who Shape It
PATREON PREVIEW - Die, Workwear! - The Sanitization of Streetwear

Blamo! | Exploring Fashion with the People Who Shape It

Play Episode Listen Later Jul 3, 2025 20:24


Patreon Preview from Blamo!Streetwear was once a catchall term for styles that naturally emerged from various street cultures. Today, it's a multi-billion dollar industry shaped by luxury houses such as LVMH. In this episode, Peter and Derek discuss the evolution of streetwear from grassroots expression to high-fashion commodity, and explore how luxury brands have co-opted it to sell the idea of authenticity to wealthy consumers. They also examine how this shift relates to the broader affordability crisis in major cities.**Listen to the entire episode and view all the shownotes on the Blamo! Patreon 

Intégrale Placements
Le match des valeurs : Zoom sur LVMH, pourquoi investir ? - 03/06

Intégrale Placements

Play Episode Listen Later Jul 3, 2025 7:37


Vous ne savez pas dans quoi investir en Bourse ? Des gérants vous donnent des idées de valeurs, secteurs, matières premières... Aujourd'hui, ce sont Antoine Fraysse-Soulier, responsable de l'analyse des Marchés chez eToro, et Guillaume Di Pizio, responsable de la gestion chez Dauphine AM.

Retail Podcast
Gulf Luxury Boom, LVMH “Cruise” Flagship, Aussie Bargain Surge, Shein × Reliance, Live‑Commerce Wave

Retail Podcast

Play Episode Listen Later Jul 3, 2025 30:27


Luxury malls in Dubai and Riyadh are booming while China cools; LVMH parks a “cruise‑liner” flagship in downtown Shanghai; Australian retail sales jump—but the growth comes from Shein, Temu and other bargain imports; Reliance Retail strikes a game‑changing partnership with Shein, blending Indian and Chinese fast‑fashion supply; and live‑commerce numbers in Southeast Asia prove the next big shopping format is travelling east‑to‑west.

Retail Podcast
Loyalty 2.0, Autonomous AI Agents, Luxury Pop‑Ups, Mega Athleisure Stores

Retail Podcast

Play Episode Listen Later Jul 3, 2025 15:49


ASOS launches a next‑gen loyalty ladder, LVMH test‑drives autonomous AI agents, luxury pop‑ups swamp central London, and JD Sports opens a 42 K ft² “department store for trainers.” In the debut Five Things Friday – UK Edition, Alex welcomes Simone Oloman (Co‑Founder & CEO, Need It For Tonight) to decode four trends and preview the quick‑commerce future. This week's five thingsLoyalty 2.0 at ASOS – Tiered access, FOMO perks, and why points are passé.Rise of autonomous AI agents – LVMH pilots task‑bots that act without prompts: merchandising, micro‑campaigns, customer service.Luxury pop‑ups as culture – Miu Miu, Selfridges and countless beauty collabs turn London into a weekly treasure hunt.Athleisure goes supersize – Foot Locker's new Bullring flagship & JD Sports' 42 K ft² Surrey store push “bigger is better.”Quick‑commerce preview – Simone's 90‑minute fashion platform “Need It For Tonight” and why hyper‑convenience will transform UK retail. Keywords: UK retail trends, ASOS loyalty scheme, AI agents in fashion, luxury pop‑ups London, JD Sports mega store, quick commerce UK, Need It For Tonight, Five Things Friday podcast. Follow and rate for a Friday shot of actionable retail intel. 00:00 Intro & host bios02:12 Thing 1 – ASOS Loyalty 2.0 (belonging > points)05:19 Thing 2 – Autonomous AI agents (LVMH pilots)09:38 Thing 3 – Luxury pop‑ups flood London (creator “See You Sunny”)12:59 Thing 4 – Mega athleisure stores (Foot Locker Bullring, JD 42 K ft²)15:30 Thing 5 – The quick‑commerce future of NIFT (90‑minute fashion)18:45 Wrap & what to expect next Friday

Capital, la Bolsa y la Vida
Consultorio con Roberto Moro | El índice de semiconductores de Filadelfia tiene recorrido

Capital, la Bolsa y la Vida

Play Episode Listen Later Jul 2, 2025 23:36


El analista de Apta Negocios señala que no es momento de tomar grandes decisiones en bolsa y ofrece sus estrategias en Citigroup y en LVMH.

Top à Wall Street - Didier Hameau
La bourse du 02/07/2025 à 19h

Top à Wall Street - Didier Hameau

Play Episode Listen Later Jul 2, 2025 0:39


Le CAC 40 a terminé la séance en hausse de 1%, porté par les valeurs du luxe comme LVMH et Kering, ainsi que par le secteur automobile avec Renault et Stellantis.Notre équipe a utilisé un outil d'Intelligence artificielle via les technologies d'Audiomeans© pour accompagner la création de ce contenu écrit.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Intégrale Placements
Le match des traders : La hausse impressionnante de l'euro - 01/07

Intégrale Placements

Play Episode Listen Later Jul 1, 2025 7:15


Un trader vous donne sa vision des marchés et les niveaux techniques à surveiller.

Top à Wall Street - Didier Hameau
La bourse du 01/07/2025 à 19h

Top à Wall Street - Didier Hameau

Play Episode Listen Later Jul 1, 2025 0:49


Analyse des mouvements du CAC 40 et des principaux secteurs, avec une progression du luxe et une baisse dans la Défense.Notre équipe a utilisé un outil d'Intelligence artificielle via les technologies d'Audiomeans© pour accompagner la création de ce contenu écrit.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Top à Wall Street - Didier Hameau
La bourse du 01/07/2025 à 13h

Top à Wall Street - Didier Hameau

Play Episode Listen Later Jul 1, 2025 0:49


Wall Street, Cac 40… Europe 1 fait le point sur la situation de la Bourse.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

The Glossy Podcast
NBA Draft fashion, Skims x Cavalli and LVMH's flip-flops — plus, inside the launch of Daydream

The Glossy Podcast

Play Episode Listen Later Jun 27, 2025 52:37


This week, we unpack the fashion spotted at the NBA Draft, including tonal suiting, bold jewelry and designer partnerships. Then, we take a look at Skims's new swimwear collaboration with Roberto Cavalli, a nostalgia-soaked collection that taps directly into the Italian house's early 2000s archive. Finally, we explore the return of men's sandals at Paris Men's Fashion Week, including Louis Vuitton's crocodile leather flip flops, and what the open-toed moment says about the future of men's fashion — and heatwave dressing. Then, Glossy's Zofia Zwieglinska sits down with Lisa Yamner Green, co-founder and chief brands officer at Daydream, a newly launched, AI-powered shopping platform aiming to overhaul the e-commerce experience. With previous leadership roles at Google, Condé Nast and The Yes, Green brings deep tech-meets-fashion insight into what it takes to rewire the online shopping journey — not with more options, but with smarter discovery.

Choses à Savoir ÉCONOMIE
Pourquoi investir dans le luxe est devenu risqué (à court terme) ?

Choses à Savoir ÉCONOMIE

Play Episode Listen Later Jun 26, 2025 2:05


Le secteur du luxe, souvent considéré comme une valeur refuge, connaît aujourd'hui une phase d'incertitude rare, qui en fait un placement risqué à court terme. Selon une étude du cabinet Bain & Company, réalisée avec la Fondation Altagamma, l'année 2025 pourrait marquer l'une des pires turbulences que le secteur ait connues depuis la crise de 2008.1. Un contexte géopolitique et économique tenduL'étude souligne que les ventes de produits de luxe sont très sensibles aux incertitudes. Or, 2025 débute dans un climat tendu : conflits armés, tensions commerciales, instabilité des monnaies, et volatilité des marchés boursiers. Résultat : la confiance des consommateurs se fragilise. Les acheteurs fortunés, même s'ils ont les moyens, adoptent une attitude plus prudente face à l'incertitude, ce qui pèse directement sur les ventes.2. La Chine et les États-Unis en ralentissementLes deux marchés phares du luxe mondial — la Chine et les États-Unis — montrent des signes d'essoufflement. Aux États-Unis, ce sont surtout les fluctuations tarifaires et la crainte d'un ralentissement économique qui freinent les dépenses. En Chine, l'attitude attentiste de la classe moyenne supérieure, autrefois moteur de la croissance, est liée à un climat d'anxiété économique interne et au durcissement du contexte immobilier.3. Un retour à la normale après l'euphorie post-CovidJoëlle de Montgolfier, directrice du pôle luxe chez Bain, rappelle que la forte croissance observée après le Covid n'était pas durable. Le marché est aujourd'hui en phase de normalisation : après un chiffre record de 1.478 milliards d'euros en 2024, les ventes d'articles de luxe personnels (mode, maroquinerie, joaillerie…) pourraient reculer de 2 à 5 % en 2025. Dans le scénario le plus pessimiste, la baisse pourrait atteindre jusqu'à 9 %.4. Une perspective à long terme toujours solideMalgré tout, les experts ne parlent pas d'un effondrement, mais d'un recalibrage. Le marché reste globalement sain, et l'appétit pour le luxe demeure fort à l'échelle mondiale. Mais pour les investisseurs, cette période de transition est délicate. Les entreprises du secteur (comme LVMH, Kering ou Richemont) voient leur valorisation chahutée en bourse, du fait de perspectives de croissance temporairement dégradées. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Digest & Invest by eToro
MB248: Navigating the Oil Market & LVMH: The Luxury Brand Under Pressure

Digest & Invest by eToro

Play Episode Listen Later Jun 25, 2025 25:22


In this episode of Market Bites, Sam and Josh discuss the current state of the oil market and the luxury brand LVMH. They explore how oil prices serve as a sentiment indicator for equities and the impact of geopolitical tensions on market stability. The conversation shifts to LVMH, analysing its recent performance, challenges in the luxury market, and the significance of upcoming earnings reports. The hosts emphasize the importance of understanding market trends and valuations for informed trading decisions.

Sales Talk for CEOs
Ep166 Relationships Before Revenue: Barb Betts' System to Scale Sales Through Trust

Sales Talk for CEOs

Play Episode Listen Later Jun 24, 2025 48:16


From rookie agent to revenue powerhouse, Barb Betts built her business on one thing—relationships. In this episode, she shares with Alice Heiman the exact system CEOs can use to turn their network into a sales engine. Stop chasing leads and start building trust that scales.

Glitter Ledger
Wen Blank Cheque Wen Julian? Interview with Julian Sevillano CEO of Wen AcquisitionCorp

Glitter Ledger

Play Episode Listen Later Jun 24, 2025 44:36


Alas; New sode of #GlitterLedger Buona Sera from my suite in Sardegna Italy where stablecoin slash wedding summer season has been thrust upon us like an ETF wrapped blunt no one asked for.I am unclear whether stables or matrimony make me want to induce my bulimia more violently but what about when combined into a nonsensical party without booze or pretentious intellectuals.Alas, I am here and high for a stablecoin themed wedding of two pathetic founders who found love at Fyre Festival. They each attended #Vassar Suma Cum F me, graduating 15 years part each worth half a bill in fiat and had the audacity to have a cash bar with no hard liquor. Sweating my spray tan and botox over fear of having to socialize with my contemporaries with more asbergers than I.   More gauche than #hemorrhoids. Crypto fixes this. Kay Bella. How does crypto fix a cash bar? Each themed table is a different stable token including both English and Italian translations; which made cocktail hour less boring but more awkward.  My lover and I were placed at Terra Luna alongside #AyatollahKhomeni and Amy Coney Barret and arbitrary low tier Blackrock analysts.   I know the bride well as I funded her last scam company liposuction in the metaverse. Her claim two fame was she was Ms Teen Runner up of Beverly Hills, but Like Saylor says there is no second best. We have a long love hate somewhat  lesbionic but glamorous history as during the #Obama years she tried to poison me with Ethereum wrapped sufuric Acid on chain after I slept with her father. But that was only because he was dying and I was trying to get a board seat at lululemon or a chic footnote in the will for the #MarkRothko in their living room. I digress, my guest today is one of my best friends Jesuit Julian M Sevillano Sevillano fellow Board Member at PayPal Digital, CEO of Wen Acquisition Corp. Wen Token. He was kind enough to stop by Glitter Ledger Headquarters just as I was coming down from my Lithium Johnny Walker Buzz. We met on a First Class #RedEye From #Burning Man to #Teterboro back when he was at McKinsey and I was at OnlyFans. We bonded over love for rare filet mignon and mutual friends in Argentinian and Wyoming Government. We unfortunately for my sponsors @Casa, Swan Bitcoin, LVMH, and GEICO had to discuss the most boring topics ever like crypto regulation but luckily Julian drops important wisdom like traditional custody is a zero money making business and read good books like  what Got You Here Won't Get You There by Marshall Goldsmith; another friend of the show. Thats all for now and see you in Cannes but not for EthCC because ETH is for poor people and I am afraid of getting poisoned for the second time. #GlitterLedgerSupport the show

Digest & Invest by eToro
TT080: Can LVMH Moet Hennessy Louis Vuitton Recover From Here?

Digest & Invest by eToro

Play Episode Listen Later Jun 24, 2025 3:39


Join Sam North as he discusses if there is now value in LVMH Moet Hennessy Louis Vuitton, and discusses the reasons for its recent underperformance.

recover lvmh moet hennessy hennessy louis vuitton
Room 101 by 利世民
泡泡瑪特無改錯名. Labubu 泡沫爆破

Room 101 by 利世民

Play Episode Listen Later Jun 22, 2025 37:45


以下是原本在 2022 年 4 月 25 日刊出的一篇舊文;內容稍為經過修飾。聲音版則是今天新錄製的。可愛滿瀉的非理性亢奮The Great Beanie Baby Bubble by Zac Bissonnette到圖書館去找 Charles Kindleberger 的書時,卻被旁邊的另一本吸引了。《The Great Beanie Baby Bubble》。雖然對這件事有點印象,但記憶已經模糊。畢竟,上世紀 1980、1990 年代,誰沒有經歷過各種奇奇怪怪的炒風?直覺告訴我,當年的炒風,跟目前 NFT 之亂有幾分相似。01,首先,這本書的結構很鬆散,有太多不必要的內容;所以我認為不值得大家去花時間。作者花太多篇章去講 Ty Warner 的私生活;描繪這位 Beanie Babies 創造人的刻薄寡恩。但這些人格缺陷,卻與這個泡沫完全沒有半點關係。02,反之,Warner 對品質和自己作品那份頑固的堅持,意外令 Beanie Babies 供不應求;他雖然是最終的得益者,但他近乎毫無例外地拒絕了炒家的要求。所以,就算說 Beanie Babies 的許多人損手爛腳,甚至家破人亡,最多也只可以說是一場「共孽」。我不知道為何這本書的作者,好像對 Ty Warner 有點偏見。03,Beanie Babies 的故事,本身是有趣的。Beanie Babies 狂熱由 1995 年開始,大家應該記得格林斯潘口中的非理性亢奮吧?時間上的吻合,絕對不是簡單的偶然。當時除了股票市場,還有其他的泡沫也醞釀當中;有些被炒賣的物品,甚至乎與金融市場是完全沒有任何關係。04,我們很多人親身經歷過那些紙醉金迷的日子,但未必見到當中的關聯。假如從 Kindleberger 等人提出觀點去分析,自 1970 年代世界經歷過幾波的資產價值泡沫周期,其實都不是獨立事件;由 1980 年代的拉美、1980 年代末的日本、1990 年代中的東南亞、到千禧科網股、美國次按、歐債等,每次泡沫爆破,政府的救市措施,都埋下了另一次泡沫的伏筆。05,1990 年代的旺角信和商場,就是個「非金融產品的交易中心」。我記得有一間唱片店,名字就好像叫「二手碟交易所」。不瞞大家,我自己收藏了六、七百隻 CD;就當平均以 100 元一隻購入,這些收藏品也花了我最少六萬元。對當時的一個中學生,這筆錢不算少。好在當時我有兼職做補習教電腦,所以每個月也有一萬幾千收入。06,題外話。1990 年代前香港的人均收入不斷高速增長,而亞洲金融風暴是個明顯的分水嶺。走出亞洲金融風暴之後,香港的家庭收入的增長明顯放緩。過去廿多年,香港人財富增長,最主要來自資產。只要有樓、有股票,那怕工作收入相對低,只要生活儉樸一點,還是屬於地球上最富裕的一群。07,相對出生於 1980 後,假如沒有父母輩留下的物業,他們很難會儲得到首期,也很容易錯過 2003-4 和 2009-10 的上車機會;這群人的工資收入增長,絕大多數追不上資產價格的膨脹。過去十年,特區政府經常說香港有房屋問題,但其實真正的問題是香港人的收入停滯不前。到了 2022 年,我們應該明白,過去廿年香港人收入沒有增長的最大原因,是這個城市的經濟模式,某程度上凝固了在 1990 年代。08,最近見到有些近年回流香港的年青經濟學家說:「香港過去的積極不干預不合時宜。」(補充:無謂點名,反正有這路觀點的人不少。)不合時宜?甚麼年代,其實都有人相信政府可以做更多;不認同積極不干預,也不必以時代為藉口。話說回來,在 2022 年主張特區政府去積極干預經濟的年青學者,應該後生可畏,前途無可限量。09,從過去幾十年的經濟史可以見到,收入追不上資產價格,是個全世界都有的普遍現象,並非香港獨有。假如有人可以提出可行的方法,逆轉這個現象,莫講是諾貝爾經濟學,將和平獎頒給同一個人,也是值得的。10,回到今日的題目。Beanie Babies 豆袋公仔當炒的日子,我剛好在美國。記憶只是在 Tower Records 和一些小店見過有擺賣,超市卻見到有專門的雜誌去分析二手市場。11,最初 Beanie Babies 的炒風是由一隻錯版開始。1995 年,Ty 的首批 Beanie Babies 中有隻叫 Peanut the Elephant 的公仔,顏色選了 royal blue。但產品做出來之後,完美主義者老闆 Warner 見到,認為顏色太深,小朋友不會喜歡,所以轉了用淺藍色做第二批。收藏者知道後,便到市場上將 2000 隻初版深藍色的 Peanut the Elephant 搶購一空。由 1995 年中最初面世到 1997 年高峰期的 $7000,兩年間升值 1400 倍。12,Beanie Babies 的零售價全部都是 $5;但要得到 Ty 供貨,零售商的其中一個承諾,就是要嚴格遵循 Ty Warner 所定下的方法去陳列貨品。「一定要小朋友同玩具有眼神接觸,佢哋先至會愛上呢啲公仔。」如是者,願意接受這些奇怪要求的,都是小店;也就是因為這個原因,Beanie Babies 由美國中西部的小店開始,由小朋友的小禮物,成為了大朋友的收藏品。13,根據《The Great Beanie Baby Bubble》,芝加哥市郊的家庭主婦對帶動起這股浪潮有關鍵影響。最初她們只是製作了一張 Beanie Babies 的清單;但有了清單,收藏者就知道要儲齊一套的話,自己還欠缺了那些。如是者,芝加哥的太太們還製作了其他清單,例如甚麼地方有售 Beanie Babies 之類。一年下來,有些芝加哥太太從搜集和轉售 Beanie Babies 賺了「第一桶金」,傳媒也開始對這個現象感到興趣。14,就在這個時候,有公司開始在互聯網服務上提供服務。有名叫 Peter Omidyar 的電腦工程師,建立了 AuctionWeb,這個網站後來改名成 ebay。最初幾年,Beanie Babies 佔了 ebay 的 7-10% 交易;但更重要是 ebay 讓 Beanie Babies 有了一個交易場所。15,一般的資產價格泡沫,都局限在有槓桿操作的金融市場。但若以人數計,尤其是涉及的散戶,影響最多人的炒賣,卻往往是沒有借貸沒有槓桿的收藏品。在 Beanie Babies 熱炒的同期,在亞洲我們這邊,何嘗不是一樣有人炒女皇頭像的郵票、硬幣、絕版白版碟等?16,甚至在當時的大陸,經過鄧小平南巡之後,一樣有股炒風。1994 年的電影「股瘋」,就是描述當時上海人人皆股的景況。正如 Kindleberger 所提出,資產價格泡沫就像病毒一樣,會傳染會蔓延。17,我隱約記得,Beanie Babies 炒風後期,亞洲各國也有炒家加入。畢竟,Ty 的工廠在中國,美國的炒家到處搜羅供應時,自然也會令到其他地方的機會主義者發現到需求。有需求,就自然有人嘗試去滿足。炒風蔓延的速度,也因為互聯網而加快。18,沒有槓桿的放大效應,郵票、硬幣、CD、Beanie Babies 等,炒風又如何成形?其實,以上所講的物品炒買,市場規模始終有限,加起來,銀碼最多亦不過十億八億,不用甚麼槓桿放大,也可以炒出一個天價;當然,亦很少人會因為「炒燶」心頭好而欠下一屁股債。19,當然有人覺得,尋寶的過程浪漫,無悔少年輕狂。但也有炒家在反省過後覺得,輸錢事少,輸時間、輸心思,才是天下間最愚蠢的事。炒家在贏的時候,都一定覺得自己眼光獨到,準備功夫周到,賺錢是天經地義。泡沫顛狂的日子,再荒謬的事,都有人去自圓其說。20,爆破過後,有些人方發現,原來自己不外如是。在書中有一幕,描述到在一個電台節目中,有觀眾問 Beanie Babies 大師:「公仔的價格有沒有季節因素?」你估大師的答案是甚麼?「當然有,甚麼投資產品都是如此。」21,想深一層,公仔有甚麼季節不季節的因素?股票價格,為甚麼有五窮六絕七翻身、聖誕節粉飾櫥窗等季節周期?或許 Beanie Babies 大師沒有講錯,觀察也合符事實;但他未必想過,原來 Beanie Babies 的價格走勢,已經和其他資產價格的走勢關聯在一起,也就是我們所謂的 beta。22,目前加密幣和 NFT(非同質幣)的價格走勢,跟標普 500 指數的相關連性,高達六成。(補充:但自從 2022 年的市場崩潰後,兩種資產價格的走勢就脫了軌;換句話說,NFT 是壽終正寢)。過去十多個月以來,消費及生產價格上升幅度大過資產價格,但同時收入又追不上物價變動,這種環境下那怕就業數字表面上彷彿未受影響,但可以想像得到一般家庭平均負擔也感到更沉重,社會長遠將逐步走入滯漲(Stagflation)。23,甚至可以說,過去幾十年來都是一個漫長的滯漲環境。家庭和人均的收入增長速度減慢,資產價格的增長幅度,越來越快,也就是收入追不上股票和地產價格。消費物價的增長雖然沒有資產價格般嚴重,但最主要因為全球化下發展中國家的廉價生產,抵消當中的若干的生產成本。24,依賴工資收入,已經圓不了一般傳統中產夢。另一邊廂,從前只有少數人可以涉足的金融財經市場,卻越來越多人可以參與在其中。大家如果細心留意,除了美、中以外,好多新發展的經濟都極之熱衷加密幣,甚至非洲、南亞、東歐等國家,都有許多狂熱份子。25,悲觀的人會覺得,目前的境象彷彿是馬克斯預言資本主義最後階段。但樂觀的人會指出,上世紀的亞洲金融風暴,曾經令人以為亞洲資本主義的堀起是一場美麗的誤會,但結果亞洲仍然是地球經濟增長的動力來源。2008 年後由美國蔓延到歐亞的經濟震盪,曾經又一次令人以為資本主義壽終正寢。26,Beanie Babies 泡沫的結束,剛好也是一次經濟周期的終結。1999 年底,在 dot.com 泡沫最嚴重的日子,Ty 宣布全線產品都會停產;消息引發搶購潮。27,順帶一提,假如我沒有記錯,大概在這個時期,香港的麥當勞推出了幾款 Hello Kitty,要買套餐加錢換購,結果也是大排長龍。其實在香港搶 Hello Kitty 公仔之前,美國麥當勞也曾經推出過破天荒的 Beanie Babies 聯乘,極為成功。相信也是因為美國的成功經驗,令各地的麥當勞都嘗試彷效。28,在 Beanie Babies 之前,玩具是屬於小朋友的玩意。但步入廿一世紀,開始有 Kidult 這個概念,也就是那些童心未泯的男男女女。這代人是七、八十年代的大眾媒體文化下的產物;但要知道,大眾媒體文化,其實也只不過是這半個世紀才出現的事。29,如此類推, NFT 之亂也只不過是再下一代,那些成長於資訊社會的 millennial 來歷史重演。每一代人,都看不明白也看不過下一代的作為;但社會漸漸演變,偏偏就是這種世代的衝擊。30,有朋友問:「避免輸這種冤枉錢的金融財經知識,應該在學校教嗎?」以我的個人經歷,「交學費」是不夠的,甚至有切膚之痛的反省,也未必可以令人覺悟。31,首先,我們要明白,在投機市場賺錢,唯一的方法是做「資訊的搬運工人」。換句話說,就是找出市場中的資訊不對稱,然後在不同的市場中進行價格套戥。但在這個資訊越來越透明的世界,又可以在那裡找到不對稱?32,這也是為何許多平民百姓,如此熱衷於非財經金融的另類投機產品。例如當年剛推出 iPhone 的時候,某神奇國度未有供應,炒 iPhone 成為了香港許多人的兼職。我認識有人找到了方法,用盡自己幾十張信用卡,以及身邊親戚朋友的地址和身份,大手買入大量電話轉售套現,賺了錢還買了一個先達鋪位收租。以上所講的這位投機者,在投機界亦薄有名氣。33,積極的投機,是一種習慣,也是性格。像我這種生性膽少怕輸的人,只適宜被動地買入資產;買了,就不要再問價。累積財富也是有目標的,那就是將被動資產,變成被動收入。但在 2009 年後的這十幾年,低息環境下,資產的回報也被壓縮;被動收入也跟勞動力一樣,也令更多人將手上的資本投入夢想當中;甚麼元宇宙 NFT 地皮,就是如此這般環境下的怪現象。34,本來 Beanie Babies 全線停產,那是最完美的結局。但在 2000 年初,Ty 又忽然宣布推出一款名為「The Beginning」的新熊,並讓公眾投票決定複刻哪些舊款式。這個舉動徹底打破了「停產」所營造的稀少性,許多人忽然意識到,自己其實不喜歡 Beanie Babies 了;Beanie Babies 公仔的二手價格暴跌,一場泡沫就此結束。35,歷史的教訓是,另類投機市場,價格甚至比「水更深」的財經金融市場波動得更快。但作為一個投機者,處境是被動的;那怕是明顯見到周期步入尾聲,亦未必有機會將手上的資產套現。儘其量,也只是放慢入貨的步伐。36,當年的 Beanie Babies,現在還可以在 ebay 找到;真正想收藏的朋友,今天入市還未遲。至於甚麼 Ape、cyberpunk 的貼圖;相信有朝一日,不論 gas fee 抑或 token price 都會回到合理水平。屆時看有沒有人因為欣賞這些由機器生成的「藝術品」用真金白銀去收藏。37,最後,書中提到 Ty Warner 對零售商,除了有各種陳列的要求,還有要求人家買入各種滯銷的死貨,才可以確保有穩定供貨。這情境令我想起某些名牌,消費者要先買絲巾鎖鑰扣等沒有炒賣價值的產品,跟配貨的銷售員混熟,才可以買到有炒價的限量手袋。這些名牌消費品母公司的股價,也在 2021 年 11 月暫時見頂。(補充:LVMH 的股價由 2023 年再次回升並在 2024 年見頂;Hermes 也是一樣由 2023 年反彈,至今仍屢創新高,) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

tech 45'
Bonus Track = L'IA transforme ton job, es-tu vraiment prêt(e) ? - Emmanuel Vivier (Hub Institute)

tech 45'

Play Episode Listen Later Jun 20, 2025 45:58


Bienvenue dans ce nouveau Bonus Track. On plonge aujourd'hui dans les coulisses de l'IA en entreprise. Grâce à Emmanuel Vivier qui pilote le Hub Institute – think tank phare de la transformation numérique depuis plus de dix ans - il a par exemple formé plus de 35 000 cadres à l'IA et anime la newsletter #BIGRecap, suivie par 19 000 pros pour tout savoir sur l'impact de l'intelligence artificielles sur les métiers et les business.Au Hub, Emmanuel conseille des marques comme TF1, LVMH ou L'Oréal… organise des dizaines de conférences, et défriche les meilleures pratiques et tendances à ne pas rater. Depuis 30 mois, nous sommes entrés dans une nouvelle ère : l'IA bouscule tout – des outils aux compétences, de la création à la responsabilité. Aujourd'hui, on entre dans le dur : qu'est‑ce qui change vraiment, où est la hype, où est la vraie révolution ?On parle agents intelligents, impact sur l'emploi, compétences clés en 2025. Je suis Seb COUASNON, ton épisode démarre dans une minute, d'ici là, pense à mettre des étoiles ou à me laisser un petit avis sur Spotify ou Apple Podcast

The Voice of Retail
Sharon Gai, AI Strategist, on Personalization, Blind Boxes & Retail 2.0

The Voice of Retail

Play Episode Listen Later Jun 20, 2025 29:49


In this powerhouse episode of The Voice of Retail, I sit down with Sharon Gai, an international keynote speaker, AI expert, former Alibaba executive, and recent keynote speaker on the stage at the Retail Council of Canada's STORE2025, for an illuminating conversation on the future of retail in the age of artificial intelligence. Joining from São Paulo, Sharon offers a global lens on how retailers must rethink customer engagement, merchandising, and data infrastructure to remain competitive. We begin by tracing Sharon's fascinating origin story—from her Canadian roots in Vancouver and her education at McGill to an unexpected recruitment by Alibaba. She takes us behind the curtain of Chinese tech culture, describing a world of intense work ethics, hyper-growth, and an ecosystem where AI doesn't just support retail—it drives it. Sharon explains how AI has evolved beyond personalization into what she calls "agentic AI"—systems that not only predict behaviour but act on a shopper's behalf. She warns that retailers who don't maintain pristine product data and detailed PDPs (Product Detail Pages) risk being invisible in LLM-powered answer engines like ChatGPT or Claude. We delve into the differences between Chinese and Western retail, highlighting trends such as the viral "blind box" concept and video commerce that thrive in digital-first cultures. Sharon also shares her learnings from a cross-cultural brand project with Huggies, emphasizing the power of creativity, unpredictability, and localized storytelling.The episode also features insight into a recent Retail Council of Canada panel Sharon led, with Canadian Tire's chatbot innovation and Showcase's trend-driven merchandising model serving as prime examples of AI-enabled transformation at home.Sharon leaves listeners with practical advice: embrace AI not just for customer-facing features but also as a powerful internal tool for cost-cutting and productivity. And beware of the trap of sameness—when everyone is using AI to write duplicate emails and social posts, true differentiation comes from creativity and strategic insight.Whether you're a retail exec, digital strategist, or tech-curious brand builder, this episode delivers a rich, global perspective on what's next for commerce—and what it takes to stay ahead.https://youtu.be/0zdLv0mz29YSharon Gai helps organizations do more with less using AI. In her tenure at Alibaba, she advised brands and heads of state in crafting their digital strategy with programmatic marketing and AI. She has worked with TEDx, Singularity University, UBS, Deloitte, Walmart, LVMH, Nestle, Coca Cola, Lenovo, and many others. She is in the AAE list of Top Keynote Speakers in 2023. She has appeared on Bloomberg, Reuters, ABC, CBC, CCTV, TechCrunch, Retail Asia, Wired, and The Next Web. She is the author of the book, Ecommerce Reimagined. Sharon has an Honors Bachelor's degree in International Development from McGill and a Masters in Information Management from Columbia University. When she is not speaking, she is jamming on electric keyboards with her band, writing jokes for her stand up comedy set or sharing tips on how to get ahead in AI at sharongai.comLinkedin: https://www.linkedin.com/in/sharongaiInstagram: https://instagram.com/sharong.ai   Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fifth year in a row, the National Retail Federation has designated Michael as on their Top Retail Voices for 2025, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

La Chronique Finance
Deux semaines de réflexion

La Chronique Finance

Play Episode Listen Later Jun 20, 2025 5:50


Le conflit entre Israël et l'Iran occupe toujours le centre de l'arène médiatique et occulte momentanément les autres préoccupations des investisseurs. Au terme d'une journée fériée aux Etats-Unis, la Maison Blanche a annoncé hier soir qu'elle se donnait jusqu'à deux semaines pour décider de son rôle vis-à-vis de l'Iran. Le marché a donc un nouveau compte à rebours entre les mains. Hier, l'Europe boursière avait la tête des mauvais jours.

Info médias
"Les principaux concurrents de 'Paris Match', ce sont les réseaux sociaux", soutient le directeur général du magazine

Info médias

Play Episode Listen Later Jun 20, 2025 7:29


durée : 00:07:29 - Info médias - Neuf mois après son rachat par LVMH, le magazine créé en 1949 séduit de plus en plus d'abonnés sur TikTok, Instagram et Facebook. "On change avec notre époque, avec nos lecteurs", argumente Jérôme Béglé, le directeur général de "Paris Match". Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Unhedged
Behind the Money: Inside Moët Hennessy's crisis

Unhedged

Play Episode Listen Later Jun 19, 2025 23:22


Unhedged is off today so instead we're bringing you an episode from our fellow FT podcast, Behind the Money. In this episode, we look at how LVMH's wine and spirits division, Moët Hennessy, has long been a source of success – and cash – for the luxury goods behemoth. But more recently, that's changed. The FT's Paris correspondent Adrienne Klasa, found that certain strategic decisions made under the company's former CEO have contributed to a change in its fortunes. She examines the missteps and whether the division can make a comeback. Listen to more episodes from Behind the Money here.Clips from Olympics- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Moët Hennessy's crisis: dubious deals, soaring prices and hubris Alcohol groups face a sobering cultural shiftMoët Hennessy to cut 10% of workforce as luxury slowdown bites- - - - - - - - - - - - - - - - - - - - - - - - - - Follow Adrienne Klasa on X (@AdrienneKlasa). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Intégrale Placements
Les marchés et vous : Marchés, un an après la dissolution - 19/06

Intégrale Placements

Play Episode Listen Later Jun 19, 2025 6:24


Vous ne savez pas dans quoi investir en Bourse ? Des gérants vous donnent des idées de valeurs, secteurs, matières premières ...

Behind the Money with the Financial Times
Inside Moët Hennessy's crisis

Behind the Money with the Financial Times

Play Episode Listen Later Jun 18, 2025 22:53


LVMH's wine and spirits division, Moët Hennessy, has long been a source of success – and cash – for the luxury goods behemoth. But more recently, that's changed. The FT's Paris correspondent Adrienne Klasa, found that certain strategic decisions made under the company's former CEO have contributed to a change in its fortunes. She examines the missteps and whether the division can make a comeback. Clips from Olympics- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Moët Hennessy's crisis: dubious deals, soaring prices and hubris Alcohol groups face a sobering cultural shiftMoët Hennessy to cut 10% of workforce as luxury slowdown bites- - - - - - - - - - - - - - - - - - - - - - - - - - Follow Adrienne Klasa on X (@AdrienneKlasa). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Oser la Reconversion
#173 - Aurore Abecassis - De consultante en stratégie à fondatrice d'une agence événementielle (Acmé)

Oser la Reconversion

Play Episode Listen Later Jun 16, 2025 50:16


Oser la Reconversion, le Podcast, épisode #173Oser La Reconversion est le podcast numéro 1 sur la Reconversion.** Concrétisez votre projet sur https://bit.ly/squarespaceoser2 pour essayer gratuitement Squarespace pendant 14 jours. Et ensuite, vous économisez 10% avec le code OLR10 sur votre première commande de site web ou de domaine. ***Aujourd'hui, j'accueille dans Oser la Reconversion, Aurore Abecassis. Après avoir été consultante en stratégie, Aurore a fondé Acmé, une agence événementielle à Paris qui crée des événements sur mesure pour des marques de luxe comme LVMH, Dior ou Chanel ou encore des géants de la tech comme Google et Meta.Après une prépa et une école de commerce, Aurore devient consultante en stratégie chez Bain & Co. Mais après plusieurs années, Aurore sent qu'elle s'ennuie et qu'elle a besoin de plus. C'est après un bilan de compétences, qu'elle a le déclic pour fonder son agence d'événementielle.Aujourd'hui, Aurore dirige l'agence Acmé depuis 2019. Elle est à la tête d'une équipe de 20 personnes et organise environ 3 évènements par semaine. L'agence a généré 5 millions de chiffre d'affaires en 2023 et double ses résultats et ses effectifs chaque année. Aurore a été nommée Femme Forbes par le magazine Forbes France l'année dernière. Avec Aurore, on a évoqué les débuts d'Acmé et comment elle a organisé ses premiers événements sans rien n'y connaître, pourquoi elle perdait de l'argent avec ses premiers évènements, comment trouver ses premiers clients quand on n'a pas d'expérience et comment concilier vie de maman et de chef d'entreprise.Retrouvez Oser la Reconversion sur Instagram : https://www.instagram.com/oserlareconversion/Télécharger le cahier d'exercices d'Oser la Reconversion pour se reconvertir : https://oserlareconversion.com/Notes & Références : - Linkedin d'Aurore : https://www.linkedin.com/in/aurore-abecassis%F0%9F%8C%B9-08047948/- Site internet de son agence Acmé : https://www.acmeparis.fr/- Instagram de son agence Acmé : https://www.instagram.com/acmeparis/Contactez-moi ! Si le Podcast vous plait, le meilleur moyen de me le dire, ou de me faire vos feedbacks (et ce qui m'aide le plus à le faire connaître), c'est simplement de laisser un avis sur Apple Podcast, un commentaire sur Youtube et d'en parler autour de vous. ça m'aide vraiment alors n'hésitez pas.Pour me poser des questions, participer au podcast ou suivre mes aventures, c'est par ici :- Sur Instagram @clervierose : https://www.instagram.com/oserlareconversion et @clervierose : https://www.instagram.com/clervierose- Sur Linkedin : https://www.linkedin.com/in/clervie-rose-boennec-a09065102/- Sur Youtube https://www.youtube.com/channel/UC7Qzm4HrS5OdmdXoY344vqA- Par mail : partenariats@oserlareconversion.com

Mehr Aktien, mehr Freiheit!
#170 Warum ich diese Aktie verdoppelt habe!

Mehr Aktien, mehr Freiheit!

Play Episode Listen Later Jun 15, 2025 12:17


Melde dich an für ein kostenloses Erstgespräch mit mir: www.aktien-wagner.deIn dieser Podcastfolge erkläre ich dir, warum ich LVMH in meinem Aktien Portfolio verdoppelt habe.

Open Startup
En direct de Vivatech - Debrief du 1er jour

Open Startup

Play Episode Listen Later Jun 14, 2025 15:18


Dans cet épisode spécial enregistré en solo, Guillaume vous embarque au cœur de VivaTech 2025, le plus grand salon tech européen. Retour à chaud sur la première journée rythmée par les rencontres, les découvertes et les tendances fortes du moment.Au programme :Les chiffres clés de VivaTech et un focus sur le Canada, pays à l'honneur cette annéeLe robot Ameca, bluffant de réalisme, présenté sur le pavillon canadien par Ivado LabsLa présence en force des grands groupes : Meta, AWS, Microsoft, LVMH, L'Oréal, Orange, FDJ, SNCF, La Poste, BNP, Crédit Agricole, et leurs innovations en IA, cloud, beauty tech, logistique, mobilité…Un détour par la zone Impact, à la fois prometteuse et encore trop marginaleDes retours terrain sur les stands et les startups rencontrées : Quiet, Optikan, Molluscan-Eye, Village by CA, PiPOP, ...Un extrait teasing d'interview avec Philippe Métayer, Directeur Général de La French Tech BordeauxUn carnet de bord personnel, pour vous faire vivre l'ambiance comme si vous y étiez.

Wine Blast with Susie and Peter
AO YUN - The Insider's Guide

Wine Blast with Susie and Peter

Play Episode Listen Later Jun 13, 2025 53:10 Transcription Available


This show is brought to you in association with iDealwine. In fiction, Shangri-La was a mythical place of boundless human wisdom and agelessness. These days, after China re-named a city in north-west Yunnan Province, it's the backdrop of a potential game-changer for Chinese wine.This particular backdrop is forbidding. Think: precipitous mountain gorges above the raging Mekong River at nearly 3,000 metres altitude. A patchwork of small-holding vineyards cling to the hillsides. Prunings are fed to yaks. Tea, tobacco and mushrooms are Yunnan's historic crops. No wonder the wine potential in the Meili Mountain region long remained hidden.That is, until a particularly stubborn and resilient Australian winemaker, Tony Jordan, embarked on an arduous search on behalf of global luxury group LVMH to unearth a Chinese Grand Cru terroir. He found Shangri-La. But would his bet pay off?In this episode we discover the intriguing story of Ao Yun - how (on earth) it came to be, just how challenging this operation is to run, and most importantly - what's the wine actually like? At nearly £300 a bottle, it has a lot to live up to. We talk to winemaker Maxence Dulou, Chinese wine expert Janet Wang and Berry Brothers & Rudd Asia buyer Tom Baxter. We also deliver our verdict on the wine whose name means, 'soaring above the clouds'.Thanks for tuning in. We love to hear from you so please do get in touch! Send us a voice message via Speakpipe. Or you can find contact info, together with all details from this episode, including some eye-catching photos, on our website: Show notes for Wine Blast S6 E21 - AO YUN: The Insider's GuideInstagram: @susieandpeterSponsors: iDealwine

Les digital doers - ceux qui font le e-commerce
[ Revue de Presse Hebdo | Retail - E-commerce ] 13 juin 2025

Les digital doers - ceux qui font le e-commerce

Play Episode Listen Later Jun 13, 2025 30:18


Bonjour et bienvenue dans la revue de presse hebdo et audio du secteur retail / e-commerce en France proposée par Les Digital Doers en partenariat avec le One to One Expérience Client de Biarritz.

La Chapelle Radio® par Hugo Bentz
J'ai fait un podcast avec ma fille de 8 ans (et elle m'a retourné le cerveau)

La Chapelle Radio® par Hugo Bentz

Play Episode Listen Later Jun 13, 2025 15:45


Tu sais ce que je kiffe le plus ? ✨C'est quand un outil que j'utilise vraiment devient partenaire du podcast.Pas un truc plaqué. Un vrai partenaire de cœur ❤️ Et là je te parle de Brevo.(Spoiler : c'est l'outil qui m'a fait aimer l'emailing.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Tenbagger Marimekko schlägt LVMH” - Meta, Warner Bros. & Jim Chanos vs. Carvana

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jun 10, 2025 12:58


Hier geht's zu den Tickets für die Finanzpodcast-Nacht am 6. September. Wir freuen uns auf euch! https://www.myticket.de/de/ohne-aktien-wird-schwer-tickets Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Meta jetzt auch KI-Startup-Investor? NVIDIA feiert London. USA & China verhandeln in London. Renault goes Drohnen, IonQ goes Oxford, Qualcomm goes Alphawave, Advent goes Spectris. Warner Bros. Discovery trennt sich. Tesla raus, Starbucks runter. Marimekko (WKN: 920479) hat nicht nur bunte Farben und geile Kollabos, sondern ist auch ein Tenbagger. Carvana (WKN: A2DPW1) ist DER Highflyer der letzten Jahre und lässt selbst KI-Aktien alt aussehen. Aber der legendäre Shortseller Jim Chanos ist skeptisch. Diesen Podcast vom 10.06.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Focus economia
Al via i negoziati Usa-Cina sui dazi a Londra, intanto crolla l'export cinese

Focus economia

Play Episode Listen Later Jun 9, 2025


A Londra si apre una delicata trattativa tra Stati Uniti e Cina sui dazi. Washington porta al tavolo tre figure chiave dell’amministrazione Trump, chiedendo subito lo sblocco delle terre rare cinesi e l’allentamento dei controlli sulle esportazioni USA. Intanto, l’export cinese verso gli Stati Uniti crolla del 34,5% su base annua: peggior calo da oltre 5 anni. A maggio, il surplus commerciale di Pechino si riduce a 18 miliardi di dollari. Le Dogane cinesi confermano il rallentamento, a dispetto della tregua raggiunta. Segnale chiaro che la guerra commerciale sta lasciando il segno. Facciamo il punto con Fabio Scacciavillani, economista, editorialista Il Sole24 OreArrivano nuove regole per aiutare l'autotrasporto. Brennero sempre sotto pressione: traffico limitato e meno merciIl Decreto Legge Infrastrutture, approvato il 19 maggio in Consiglio dei Ministri, introduce novità importanti per l’autotrasporto: il tempo di franchigia per carico/scarico scende da due ore a 90 minuti, con indennizzi automatici da 100 euro l’ora a carico sia del committente che del caricatore. Arrivano anche più poteri all’Antitrust sui ritardi nei pagamenti e 6 milioni l’anno per il rinnovo dei mezzi fondi però inferiori ai 12 milioni stanziati nel 2024. Intanto, il Brennero resta un nodo critico: limiti, dosaggi, cantieri e barriere hanno ridotto il traffico merci ma anche danneggiato l’economia del Nord Italia. Il ponte Lueg, ridotto a una corsia per senso di marcia, resiste, ma solo perché i volumi sono crollati, anche per effetto dei nuovi dazi. Ne parliamo insieme a Pasquale Russo, Presidente di Conftrasporto e Roberto Bellini, Presidente Confartigianato Trasporti Trento.CEO a Capitol Hill contro il Big Beautiful Bill di TrumpSecondo il Financial Times, decine di CEO tra cui quelli di Shell, SAP, Toyota e LVMH saranno questa settimana a Washington per contrastare la Sezione 899 del Big Beautiful Bill voluto da Trump. La norma introduce una "revenge tax": sovrattassa del 20% sui redditi passivi statunitensi incassati da imprese di Paesi giudicati fiscalmente ostili agli USA. Il gettito stimato è di 116 miliardi in 10 anni, ma i CEO temono danni agli investimenti, perdita di posti di lavoro e fuga di capitali. Le imprese chiedono almeno un rinvio della norma e un suo ridimensionamento. Andiamo dietro la notizia con Alessandro Plateroti, Direttore Newsmondo.it

Fashion People
2 Become 1... Dior!

Fashion People

Play Episode Listen Later Jun 3, 2025 46:27


Today, Lauren and Icon America editor-in-chief Gro Curtis discuss Jonathan Anderson's appointment at Dior, the first designer in charge of both menswear and womenswear for the brand. It's a giant deal that has major implications for the LVMH-couture house, but also the LVMH group, and the luxury industry at large. Lauren is pumped. In other news, Gro and Lauren share their hopes and dreams for Michael Rider's Celine debut in July. (Once again, Lauren is inordinately excited.) Also, Lauren poses the question: Have we reached peak Kardashian? Gro has an answer. Mfpen Polo Hat To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

OMR Podcast
Snocks-Gründer Johannes Kliesch (#806)

OMR Podcast

Play Episode Listen Later Jun 1, 2025 67:15


Johannes Klitsch ist zum dritten Mal im OMR Podcast zu Gast – und gibt einen Einblick in die aktuellen Entwicklungen rund um Snocks. Im Podcast erzählt er, warum er sich mit dem einst als Socken-Versand gestarteten E-Commerce-Player stark an einer Luxusbrand wie LVMH orientiert, wie er reagieren würde, wenn das Team von "Die Höhle der Löwen" bei ihm anklopfen würde – und warum der plötzliche Reichtum nach dem Einstieg eines Investors bei Snocks auch eine Herausforderung war.

Chit Chat Money
Quantum Stock Mania; $NVDA Earnings Keep Climbing; Investing In Hungry Founders; No More Tariffs?

Chit Chat Money

Play Episode Listen Later May 30, 2025 64:50


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(02:58) Costco's Earnings and Business Model Insights(05:53) Exploring Quantum Computing Stocks(12:09) The Taco Trade and Tariff Discussions(18:59) FICO's Regulatory Challenges and Market Impact(29:56) Luxury Market Dynamics: Hermes vs. LVMH(34:27) Emerging Companies and Market Trends(40:07) Nvidia's Earnings and Market Position(50:10) Disruption in the Remittance Space(55:51) Align Technology*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Focus economia
I dazi di Trump bocciati dal tribunale del Commercio

Focus economia

Play Episode Listen Later May 29, 2025


La Corte federale del commercio ha annullato i dazi imposti da Trump a decine di Paesi, dichiarandoli illegittimi perché basati su un uso improprio della legge Ieepa del 1977. Stop anche alle tariffe su Canada, Messico e Cina. La decisione, nata da ricorsi di 12 Stati USA e piccole imprese tra cui l'importatore di vini VOS Selections, rappresenta la prima vera sconfitta legale della strategia commerciale trumpiana. La Casa Bianca farà appello. Interviene Marco Valsania corrispondente da New York de Il Sole 24 OreFedermeccanica, torna crescita nel trimestre ma zero-virgolaNel primo trimestre 2025 l'industria metalmeccanica italiana mostra un lieve rimbalzo congiunturale (+0,7%) dopo il -1,8% di fine 2024, ma resta in calo su base annua (-5,8%). La produzione industriale nazionale segna +0,4% congiunturale e -3,4% tendenziale. In Europa il comparto resta debole, con l'UE a -0,2%, mentre Germania e Italia crescono moderatamente (+0,4% e +0,7%). L'export metalmeccanico italiano sale dell'1,3% (extra-UE +1,6%, UE +1,1%), con un avanzo commerciale di 11,2 miliardi. Forte la crescita verso la Germania (+7,1%), calo negli USA (-1,1%). Il sentiment resta cauto: solo il 26% prevede crescita produttiva, il 14% assunzioni, il 19% tagli. Il 68% non userà il Piano Transizione 5.0. L'80% delle imprese teme gli effetti dei nuovi dazi USA, soprattutto per l'export e le forniture. Germania (65%) e USA (43%) restano i principali mercati. Il 60% punta a diversificare, ma solo pochi valutano rilocalizzazioni. La fase recessiva si attenua, ma il contesto resta instabile. Interviene a Focus Economia Diego Andreis, Vicepresidente Federmeccanica.Meloni a Samarcanda, accordi per più di 3 miliardi di euro con l'UzbekistanIn visita ufficiale a Samarcanda, la premier Giorgia Meloni e il presidente uzbeko Mirziyoyev hanno siglato una dichiarazione congiunta e 14 accordi bilaterali per un valore complessivo superiore a 3 miliardi di euro. Tra i temi: investimenti, materie prime critiche, nucleare, energia, migrazione, cooperazione culturale e accademica. Avviata anche una commissione economica mista e l'apertura di una sede dell'Università della Tuscia a Tashkent. Coinvolte aziende italiane come Danieli e Ansaldo Energia, insieme a Sace per i meccanismi di garanzia. Ne parliamo con Vincenzo Miglietta inviato per RadiocorDior, Maria Grazia Chiuri lascia la direzione creativaDopo nove anni, Maria Grazia Chiuri lascia la direzione creativa delle collezioni femminili di Dior. Prima donna in questo ruolo, ha segnato l'identità della maison con una visione femminista e coerente con l'eredità di monsieur Dior. Il suo ultimo atto è stata la sfilata Cruise 2025 a Roma. Possibile successione affidata a Jonathan Anderson, oggi già a capo di Dior Homme. Chiuri è data in avvicinamento a Fendi. L'uscita avviene in un momento di riassetto strategico per LVMH e di incertezza per il mercato globale del lusso. Ne parliamo con Giulia Crivelli, Il Sole 24 Ore

The Luxury Item
S14 E10: David Pearson, President and Executive Chairman at Joseph Phelps Vineyards

The Luxury Item

Play Episode Listen Later May 27, 2025 43:31


Scott Kerr is joined by David Pearson, president & executive chairman at Joseph Phelps Vineyards, one of the most respected and acclaimed wine properties in the United States. Founded more than a half a century ago, the family-run winery was acquired by LVMH's Moët Hennessy in 2022, adding to its portfolio of luxury wines and spirits. David discusses the winemaker's legacy of revolutionizing California winemaking in the 1970s, how its flagship Insignia wine became a status symbol around the world, and why the brand was sold to Moët Hennessy. He also talks about ways the wine industry could right-set its many challenges and how its winery is adapting to climate change. Plus: How Canada's retaliatory tariffs on the U.S. has impacted his business Featuring: David Pearson, President & Executive Chairman at Joseph Phelps Vineyards (josephphelps.com)Host: Scott Kerr, Founder & President of Silvertone ConsultingAbout The Luxury Item podcast: It's a podcast on the business of luxury and the people and companies that are shaping the future of the luxury industry.Stay Connected: scott@silvertoneconsulting.comListen and subscribe to The Luxury Item wherever you get your podcasts. Tell a friend or a colleague!

Le Gratin par Pauline Laigneau
Piloter 8 Hôtels, élever deux enfants et rester libre : la vie à 200 km/h de Linda Hazi, CEO de Fontenille Collection - #299

Le Gratin par Pauline Laigneau

Play Episode Listen Later May 26, 2025 71:30


J'ai découvert Linda Hazi un peu par hasard, et je n'ai jamais oublié son nom. À seulement 40 ans, elle pilote la Fontenille Collection : huit hôtels de caractère, bientôt onze, nichés dans des lieux d'exception. Mais ce qui m'a fascinée chez elle, ce n'est pas seulement son parcours, c'est son intensité, sa franchise, et cette manière rare de tout assumer.Dans cet épisode, Linda m'a parlé sans filtre : de son rythme effréné, de son rapport à l'excellence, des tensions que cela peut créer… mais aussi de sa maternité, qu'elle revendique comme une force, et de cette levée de fonds avec LVMH qui a changé la donne.On a discuté ambition, intuitions, maternité, erreurs aussi. Elle m'a confié comment son exigence l'aide à viser haut, mais lui joue parfois des tours. Et ce que veut dire, concrètement, construire un groupe hôtelier qui ne ressemble à aucun autre.J'ai été bluffée par sa lucidité, son humour discret et sa capacité à rester profondément humaine dans un monde, le luxe, qui ne l'est pas toujours.Cet échange m'a fait réfléchir à ce que cela veut dire, aujourd'hui, être une femme de pouvoir. Et comment, derrière la réussite, il y a toujours un travail invisible, une énergie folle, une solitude parfois.J'espère que cet épisode vous inspirera autant qu'il m'a marquée. Et si c'est le cas, vous savez ce qu'il vous reste à faire : partagez-le, parlez-en autour de vous, et laissez-moi un commentaire

The CMO Podcast
Is Brand Purpose Dead—or More Alive Than Ever? | Conversation with Kory Marchisotto (e.l.f.Beauty), Mark Ritson (Mini MBA), Lisa Materazzo (The Ford Motor Company) and Sara Carter (adam&eveDDB)

The CMO Podcast

Play Episode Listen Later May 21, 2025 63:23


Do you think brand purpose is a tired idea that never truly had relevance in the world of branding and business? Or do you believe that having a brand purpose—and activating it in everything you do—is the most effective way to run a successful company?On this show, we've heard compelling arguments on both sides of the debate. So today, we're bringing together four thought leaders to discuss and explore one big question: Is brand purpose dead, or more alive than ever?Jim is joined by:Kory Marchisotto, Chief Marketing Officer of e.l.f. Beauty and President of Keys Soulcare. Kory previously held roles at LVMH, Puig, and Shiseido before joining e.l.f. in 2019.Mark Ritson, former marketing professor, Marketing Week columnist, creator of the Mini MBA in Marketing, and advisor to a range of global brands. Lisa Materazzo, Global Chief Marketing Officer at Ford Motor Company since 2023, following a 20-year marketing career at Toyota.Sara Carter, Global Planning Partner at adam&eveDDB and co-author (with Les Binet) of How Not to Plan: 66 Ways to Screw It Up.Let us know where you stand in the Purpose debate—right here or on social media!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The POZCAST: Career & Life Journeys with Adam Posner
Building High Performance Teams at LVMH: CHRO Gena Smith LIVE from UNLEASH 2025

The POZCAST: Career & Life Journeys with Adam Posner

Play Episode Listen Later May 21, 2025 21:36


SummaryIn this episode, Gina Smith, CHRO of LVMH, discusses the importance of high-performance teams and creative environments. She emphasizes the role of coaching and development initiatives in fostering talent, the significance of creativity in the luxury sector, and the need for effective leadership in a complex business landscape. Additionally, she highlights the importance of diversity, equity, and inclusion as a core business strategy. Takeaways- Coaching and development are fundamental to employee growth.- Internal mobility is crucial for retaining talent.- Creativity is embedded in the DNA of LVMH.- Leaders must adapt to the changing expectations of employees.- Rest and recovery are essential for high performance.- Diversity, equity, and inclusion are key business strategies.- A decentralized structure fosters creativity and autonomy.- Talent marketplaces enhance visibility of career opportunities.- Leadership programs must address the pressures leaders face.- Mental health and well-being are vital for a thriving workplace.Chapters00:00 Introduction to High-Performance Teams05:04 Coaching and Development Initiatives10:05 Fostering Creativity in Business14:57 Leadership in a Complex Environment20:11 Diversity, Equity, and Inclusion as a Business Strategy