Podcasts about macro trends

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  • 217EPISODES
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  • 1EPISODE EVERY OTHER WEEK
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Best podcasts about macro trends

Latest podcast episodes about macro trends

Chit Chat Money
Why I Bought Interactive Brokers Stock (Ticker: IBKR) - A Deep Dive

Chit Chat Money

Play Episode Listen Later Apr 30, 2025 55:42


On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss:(03:33) The History and Evolution of IBKR(10:51) Understanding IBKR's Platform and User Experience(12:23) Growth and Market Share of IBKR(14:48) Personal Investing Journey and Transition to IBKR(21:52) Management Culture and Organizational Structure(28:23) Competitive Dynamics and Future Growth Potential(30:41) IBKR's Global Growth Potential(33:06) Tracking Account Growth as a Metric(35:03) Competitive Advantages of IBKR(35:26) Understanding IBKR's Culture and Management(38:38) Navigating the Competitive Landscape(40:51) Valuation Insights and Financial Metrics(49:42) Investment Decisions and Future Outlook(53:29) Macro Trends and Their Impact on IBKR*****************************************************JOIN OUR NEWSLETTER AND FREE 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: ⁠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.

Coinbase Institutional Market Call
Trading Strategies, Macro Trends & Onchain Shifts with Fasanara

Coinbase Institutional Market Call

Play Episode Listen Later Apr 1, 2025 46:00


This week, we explore Fasanara's approach to trading—how they identify inefficiencies, their evolving strategies, and what's next for their platform. We also break down the latest market trends, including perp funding rates, ETF flows, and COIN50 index performance.Beyond markets, we dive into macro updates, covering Tariff Liberation Day on April 2nd, weaker JOLTs numbers, and expectations for non-farm payrolls. In  tokenization developments, we discuss Visa's Tokenized Asset Platform, Mastercard's blockchain-powered payment network, and the evolving stablecoin landscape.In the onchain section, we track TVL changes across major protocols, Ethereum's DEX dominance over Solana, and Walrus Storage's mainnet launch. Finally, we highlight key upcoming catalysts, including the FTX claims process starting on May 30th and broader market implications.Topics Covered:Fasanara's Trading Strategies: How they identify market inefficiencies and their future plans.Market Update: Perp funding rates, ETF flows, and technical levels for BTC, ETH & key indices.Macro Outlook: Liberation Day impact, JOLTs data, and Non-Farm Payrolls expectations.Regulatory & Industry News: Visa's tokenization plans, Mastercard's blockchain network, and stablecoin legislation.Onchain Insights: TVL shifts, Ethereum vs. Solana DEX volumes, and Walrus Storage live on mainnet.Upcoming Catalysts: Tariff Liberation Day (April 2nd) and FTX large claims process (May 30th).Host: Ben Floyd, Head of Execution ServicesSpecial Guest:Alessandro Balata, Partner and Portfolio Manager at Fasanara DigitalSpeakers:David Duong, Head of Institutional ResearchDavid Han, Research AnalystGeorg Toropov, Senior CES Sales TraderLinks:Coinbase Derivatives, LLC now offers CFTC-regulated futures for Natural Gas and Cardano $ADACoinbase open-sources our multiparty computation (MPC) cryptography library, setting a new industry benchmark for cryptographic transparency.Greg Tusar, Coinbase Head of Institutional Product joins Capital Decanted discuss whether a pro-crypto US administration will spur increased institutional adoption in the world's largest market.Max Branzburg, head of consumer talks about how crypto has evolved on the Tear Sheet PodcastCoinbase Institutional Research

Unbelievable Real Estate Stories
Tariffs, Inflation, and the Fed (What's Next for Real Estate?), ep. 447

Unbelievable Real Estate Stories

Play Episode Listen Later Mar 26, 2025 43:22


What if the biggest risk in today's market isn't a recession, but inflation staying higher than expected while the Fed underestimates it again? In this episode of REady2Scale, Jeannette Friedrich sits down with Danny Dayan, President of DSD Global Holdings and a former global macro hedge fund CIO, to explore the ripple effects of political policies, macro uncertainty, and central bank credibility across markets and real estate. Drawing on his experience managing family office capital, Danny shares how he sees opportunity amid volatility and what investors should be watching closely. Key Takeaways: - Family office trends: Why family offices are cautiously re-entering the market and how they're allocating capital differently than institutional funds - Trade policy and uncertainty: How shifting tariffs and unpredictable policy announcements are impacting business planning and economic growth - Inflation expectations: Why inflation may be stickier than the Fed acknowledges and the risks of dismissing rising consumer and business expectations - The Fed's credibility trap: What happens when central banks ignore warning signs and how that could lead to more aggressive rate hikes later in the year - Interest rate outlook: Why Danny believes higher rates, not cuts, may still be on the table in 2025 and how he's positioning for it - Real estate market dynamics: Why housing remains resilient despite rate pressures, the inventory shortage behind high prices, and how demographics are sustaining demand Risks for homebuilders: The triple threat of tariffs, rising input costs, and labor shortages and how these could limit new housing supply Long-term outlook: Why Danny is cautiously optimistic on housing and sees opportunities emerging in real estate for patient investors Whether you're navigating macroeconomic risks or considering your next real estate move, this episode delivers a clear, data-driven perspective on where things may be headed and how to prepare. Timestamps 00:00 Introduction to Macro Trends in Real Estate 00:23 Meet Danny Dayan: Background and Expertise 01:32 Family Offices and Investment Strategies 05:57 Impact of Trade Policies on the Economy 13:14 Federal Reserve and Inflation Expectations 23:27 Real Estate Market Analysis and Predictions Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

Empire
Hivemind: Peak Macro Uncertainty, Hyperliquid Bull Case & the New Era of Programming

Empire

Play Episode Listen Later Mar 20, 2025 66:01


This week, the Hivemind team discuss the macro uncertainty impacting markets, the future of meme coins, and a deep dive into Hyperliquid and its valuation. We also dig into the bull case of Celestia, Ethena's new L1, the new era of programming, and more. Enjoy!. -- Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire Follow Ceteris: https://x.com/ceterispar1bus Follow Jose: https://x.com/ZeMariaMacedo Follow Yan: https://x.com/YanLiberman Follow Duncan: https://x.com/FloodCapital Follow Empire: https://x.com/theempirepod Subscribe on YouTube: https://bit.ly/4jYEkBx Subscribe on Apple: https://bit.ly/3ECSmJ3 Subscribe on Spotify: https://bit.ly/4hzy9lH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:50) Market Overview and Bitcoin's Position (4:15) Macro Trends and Economic Uncertainty (10:21) Crypto Market Sentiment and Predictions (14:32) The Future of Meme Coins (19:33) Hyperliquid Deep Dive (32:22) Understanding Celestia's Role in Blockchain (40:11) Comparing Celestia to Ethereum (44:10) Ethena's New L1: Converge (54:33) Vibe Coding: The New Era of Programming (1:04:04) Delphi's AI and Crypto Accelerator -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

The Bitcoin Matrix
The U.S. Bitcoin Reserve Is Here - Why This Changes Everything

The Bitcoin Matrix

Play Episode Listen Later Mar 9, 2025 53:35


In this episode, I bring together Joe Burnett, Vijay Boyapati, and Jesse Myers for the world's first Bitcoin Matrix Group Therapy session. We dive into Bitcoin's recent volatility, its cyclical nature, and the broader macroeconomic forces at play—including the role of gold and the emergence of nation-state Bitcoin reserves. ––– Offers & Discounts ––– Get up to $100 in Bitcoin on River at river.com/Matrix Theya is the world's simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guests––– Vijay Boyapati: https://x.com/real_vijay Jesse Myers: https://x.com/Croesus_BTC Joe Burnett: https://x.com/IIICapital ––– Socials ––– Check out our new website at https://TheBitcoinMatrix.Com Follow Cedric Youngelman on X: https://x.com/cedyoungelman Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix ––– Chapters ––– 00:00 – Intro 01:30 - Guest Introductions 03:41 - Bitcoin's Recent Volatility & Market Sentiment 07:39 - Bitcoin Cycles & Long-Term Perspective 12:49 - Is This Cycle Different? 17:37 - Macroeconomic Signals: Gold, Interest Rates, & Tariffs 22:32 - Potential for a Recession & Bitcoin's Role 24:38 - Price Manipulation 27:02 - Nation-State Bitcoin Adoption 32:22 - The Future of Altcoins 36:52 - Removing Capital Gains Tax on Bitcoin 43:14 - The Next Big Speculative Wave: Tokenized Assets? 45:32 - Self-Custody vs. Institutional Custody Solutions 50:04 - Future Bitcoin Price Action & Potential Drawdowns 52:05 - Closing Thoughts I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening!

Bell Curve
Macro Trends, Trump's Evolving Crypto Strategy, and Aave's New Proposal | Roundup

Bell Curve

Play Episode Listen Later Mar 7, 2025 58:19


In this episode, we discuss our takeaways from ETHDenver, macro trends impacting crypto, and the role of regulation in shaping 2025. We also analyze Aave's buyback program, Ethereum Foundation leadership changes, and the Trump administration's evolving stance on crypto. Thanks for tuning in! Resources Aavenomics Implementation: Part One: https://x.com/lemiscate/status/1896897365145235752 — Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.  To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz -- Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates. Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.  To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast -- Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation Trade today at https://desk.exchange/ and follow @TradeOnDESK on X! -- Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you're an individual, fund, fintech, or institution, Morpho is for you. Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9 -- Join us at DAS NYC 2025!  Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york – Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx —- (00:00) Introduction (01:16) ETHDenver Recap (05:46) Macro Outlook (08:50) Aptos Pre-Roll (09:04) Marinade Pre-Roll (09:18) Trump's Crypto Strategy (19:57) The Increased Sophistication of Crypto Markets (31:01) Aptos Mid-Roll (31:33) Marinade Mid-Roll (32:13) Aavenomics Proposal From ACI (39:30) HMX Mid-Roll (40:02) Morpho Mid-Roll (40:32) Trump's Crypto Summit (46:46) Changes For the Ethereum Foundation —-- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

On The Tape
Imran Khan's 2025 Investing Playbook: Macro Trends, CapEx Cycles & Generative AI

On The Tape

Play Episode Listen Later Feb 20, 2025 39:47


Dan Nathan is joined by Imran Khan, CIO and founder of Proem Asset Management. They delve into key topics affecting the market such as the impact of geopolitics on investment processes, the concentration in the S&P 500, and future opportunities in 2025. Imran also shares insights on deregulation, trade wars, and corporate taxes, and their bearing on the economy. The discussion finishes with an exploration of generative AI trends, the productivity potential of new technologies, and potential investment opportunities within and beyond the large-cap tech giants. Checkout Imran's Last Pod with Dan — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Forward Guidance
Positioning For Trump's Policy Flip Flops | Weekly Roundup

Forward Guidance

Play Episode Listen Later Jan 31, 2025 55:39


This week we discuss the Fed meeting, the impact of Trump's back & forth economic policies, and the outlook for bitcoin and alts. We also delve into the bull case for Lyft, what the totality of economic data says about the economy, and much more. Enjoy!— Follow Andrew: https://x.com/_Andrew_Stein Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp— Weekly Roundup Charts: https://drive.google.com/file/d/1oVXtaPmwC592uvnClK9JA3I8uVSzf6BD/view?usp=drive_link— Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125— Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york— SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. — Timestamps: (00:00) Introduction (01:58) Lyft Investment Thesis (03:12) Valuation Comparison and Market Dynamics (04:20) Free Cash Flow and Buyback Potential (05:17) Stock Dilution and Future Prospects (07:18) Short Interest and Acquisition Rumors (08:55) Short Interest and Market Sentiment (12:09) Ads (Skale, Ledger) (13:16) Fed Meeting Insights and Market Reactions (17:08) Macro Trends and Economic Outlook (23:54) Ads (Skale, Ledger) (25:09) Roundup Continues (26:09) Trump's Economic Policies and Market Impact (30:10) Tariff Tensions: US-Canada Trade War (31:14) Canadian Political Shake-Up (31:52) Market Movements and Sector Rotations (32:35) AI's Impact on the Market (34:23) Small Caps vs. NASDAQ: Investment Strategies (36:18) Trump's Tariff Tactics (36:46) Economic Growth and Treasury Policies (46:06) Bitcoin and Crypto Market (48:03) Looking Ahead: Market Predictions (54:10) Final Thoughts __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

SF Live
Why GOLD Will Hit $3,100 in 2025 | Florian Grummes

SF Live

Play Episode Listen Later Jan 15, 2025 42:11


In this interview, I speak with Florian Grummes to explore the key trends driving gold and silver in 2025. We discuss gold's performance, its price outlook, and why demand remains strong despite challenges like a resilient U.S. dollar. Florian also shares his thoughts on silver's potential breakout and the broader macroeconomic factors shaping the precious metals market. If you're following gold, silver, or the markets, this is a conversation you don't want to miss. #gold #silver #goldprice ----------- Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------

Onyx and the World of Oil Derivatives
Macro Mondays | REPLAY | U.S. Payrolls Surge, Inflation Risks, and Market Volatility

Onyx and the World of Oil Derivatives

Play Episode Listen Later Jan 13, 2025 34:35


This special episode of Macro Mondays aired live at 17:00 UK time on Friday, the 10th of January after U.S. monthly payrolls were released.Highlights of This Week's Macro Trends: - U.S. Economy: A surprise surge in U.S. payrolls (+256K) with unemployment steady at 4.1%. Hawkish commentary from Fed officials underscores inflation risks, while the steepening U.S. yield curve hints at continued equity volatility. - Global Markets: Chinese deflationary fears deepen, with CPI at +0.1% and PPI at -2.4%, while German industrial orders plummet (-5.4% MoM). In the UK, 30-year gilt yields hit their highest since 1998, adding to concerns of a potential bond crisis. - Commodities: Oil markets start the year higher, gold resumes its upward trend, and commodities across the board show signs of recovery. - Bitcoin and Equities: Bitcoin trades precariously, risking a fall below $91,370, while Nasdaq volume surges with record-breaking trades. Key Data Releases Ahead: - Tuesday: U.S. PPI, NFIB Small Business Optimism - Wednesday: U.S. CPI, UK CPI, PPI - Thursday: U.S. Retail Sales, UK Monthly GDP, Industrial Production - Friday: U.S. Industrial Production, UK Retail Sales, China GDP Join the conversation to uncover how these developments could shape markets in the week ahead. Don't miss out on this special edition of Macro Mondays LIVE on a Friday! 

Pillars Of Wealth Creation
POWC # 754 - Understand Macro Trends; Exploit Micro Trends | Spencer Levy

Pillars Of Wealth Creation

Play Episode Listen Later Dec 30, 2024 44:15


Spencer Levy, with CBRE joins Todd to discuss what is happening in today's commercial real estate market. They hit on interest rates, distressed properties, sales volume, and market trends. Spencer also discusses his favorite investing strategy. It's not investing in multifamily, industrial, or retail, it's focusing on the big picture in a specific neighborhood and investing. Spencer Levy is Global Client Strategist and Senior Economic Advisor for CBRE, the largest commercial real estate services firm in the world. In this role, he focuses on client engagement and public-facing activities, including thought leadership work performed in conjunction with CBRE Research. He also serves as Co-Chair of the Real Estate Roundtable's Research Committee. Spencer is frequently quoted in major business publications and appears on business television, including CNBC, CNN, Bloomberg, PBS and Fox Business. Spencer is the host of CBRE's podcast “The Weekly Take.” He is considered one of the most insightful commentators on issues of importance to commercial real estate. You can connect with Spencer through his weekly podcast: https://www.cbre.com/insights/the-weekly-take#overview Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus on business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers, and coaches. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

The KE Report
Doc Jones – Macro Trends In Tech, Vehicles, and Energy To Benefit Critical Minerals Like Copper, Nickel, PGMs - Plus 3 Resource Stock Value Propositions

The KE Report

Play Episode Listen Later Dec 24, 2024 40:28


Doc Jones, private activist resource investor and influencer on Ceo.ca and X/Twitter, joins me for a longer-format conversation on the macroeconomic trends in tech, vehicles, and energy and how they'll benefit the critical minerals companies that have copper, nickel, platinum, and palladium. In addition we review 3 companies where he is heavily positioned in his portfolio, that have had significant newsflow in the recent past towards development of their projects.   We start off getting the key factors that have him bullish on Magna Mining (TSX.V: NICU) (OTCQB: MGMN), moving into copper production, with solid nickel and PGM co-credits.  This also brings the discussion back into how trend changes in vehicle production and changes to the energy transition narrative should benefit these key metals of focus.   Next Doc Jones and I dive into all the newsflow out of Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF), at the IBW Project, and continued encouraging polymetallic metallurgical results and successful exploration expanding in mineralization in multiple areas.  He also outlined that the pending legal proceedings on the Aznalcollar zinc-lead-silver Project are now only 3 months away, as another potential value driver.   Wrapping up we review the newsflow and 2024 milestones from Omai Gold Mines (TSXV: OMG) (OTCQB: OMGGF), and the anticipated value drivers for 2025 in this gold exploration and development company.  We discuss whether the 4.3 million ounces of gold in Guyana, a country that saw 2 acquisition transactions this year, could position Omai Gold as another takeover candidate. Doc Jones outlines that a buyout is quite possible down the road, but that his personal investment thesis focuses more on current valuations and upcoming catalysts, over the potential future sale of the company.   *In full disclosure, Doc Jones holds a position in these companies discussed at the time of this recording, but is not compensated by any company to market them.  These are simply his views and opinions as to why he likes investing in them, but this is not investment advice.   Shad is also a shareholder of Magna Mining at the time of this recording.   Click here to follow Doc Jones on Ceo.ca   Click here to follow Doc Jones on X/Twitter

Sprott Money News
riverside_copy_of tavi & dope _ dec 16, 2024 001_sprott_money studio

Sprott Money News

Play Episode Listen Later Dec 17, 2024 22:55


In this December Ask the Expert episode, Craig Hemke is joined by Tavi Costa, Portfolio Manager at Crescat Capital, to discuss critical trends shaping the gold and silver markets as 2024 comes to a close. Tavi shares expert insights into the challenges of an unsound monetary system, rising market volatility, and the role of precious metals as safe-haven assets. He also breaks down supply and demand dynamics, predictions for gold and silver in 2025, and key strategies to protect and grow your wealth during uncertain times. 00:00 - Introduction 02:25 - The Dollar's Future and Macro Trends 2025 11:45 - Insights on the Mining Sector and Natural Resources 21:45 - Closing ✅ Shop Gold and Silver in the USA - https://shorturl.at/ptzWX ✅ Shop Gold and Silver in Canada - https://shorturl.at/htyKN

5 Minutes Podcast with Ricardo Vargas
How to Get Insights from Macro Trends and Events and Bring them to Your Projects in 2025

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Dec 16, 2024 5:48


In this episode, Ricardo talks about the importance of evaluating scenarios and macro trends when planning projects. He explains that the end of the year is an ideal time to reflect on retrospectives and forecasts, using a variety of sources, such as The Economist and Wired, for a broad and informed view. Ricardo shares Big Ideas, a series of reflections based on these trends, as a way to help people prepare for the future. He reinforces that understanding global changes and risks, such as wars and economic fluctuations, is essential to adapt plans and transform challenges into opportunities. Listen to the podcast to know more.

Fitness + Technology
Future of Fitness: Navigating Global Trends & Emerging Opportunities With Bryan O'Rourke

Fitness + Technology

Play Episode Listen Later Dec 13, 2024 31:52


This week, on the Fitness + Technology podcast, Bryan O'Rourke shares his recording of his recent SIBEC webinar on 12 key trends for 2025 in the global fitness industry. This presentation covers trends for suppliers, gym and health club operators, and others in the global fitness industry. From M&A and finance, to digital fitness, GLP1's, Micro and Macro trends, Bryan covers a wide range of subjects about the future of fitness across every spectrum in the industry. One Powerful Quote: “Ideas are great, but execution and prioritization is the secret stuff that actually results in outcomes given a set of ideas.” 4-10 Bullet Points (w/ timestamps) - Highlighting key topics discussed: 2:17: Bryan begins by talking about the landscape and understanding near-term and long-term trends.  9:01: Bryan talks about emerging programming and strength training. 11:04: Bryan talks about GLP1 longevity and health. 12:57: Bryan talks about authentic experiences or anti-badtech. 14:55: Bryan talks about human capital struggles. 16:27: Bryan talks about digital fitness for actively practicing self-care. 19:39: Bryan talks about finance and M&A. 21:13: Bryan talks about AI myths and inflated expectations. 23:25: Bryan talks about personalization at scale. 24:07: Bryan talks about self service solutions.  25:19: Bryan talks about cost of hesitations.  26:07: Bryan talks about the impatience economy.  26:58: Bryan talks about marketing success. 28:57: Bryan speaks on the micro convergence of five key trends in 2025. Bullet List of Resources: https://www.slideshare.net/slideshow/future-of-fitness-2025-bryan-k-o-rourke-pdf/273973112 https://www.sibecevents.com/ Guest Contact Information: https://www.bryankorourke.com/ https://www.linkedin.com/in/bryankorourke/ http://www.fittechcouncil.org/ https://www.youtube.com/user/bko61163

Inside Scoop
Uber, Amazon with Mark Mahaney and Sean Emory

Inside Scoop

Play Episode Listen Later Dec 13, 2024 32:53


Avory Idea Day 2024 with Sean Emory and Mark Mahaney In this conversation, Mark Mahaney discusses the current state of the internet, highlighting positive macro trends and the impact of AI on business efficiency and product innovation. He emphasizes the importance of careful expense management among companies and shares insights from his book, 'Nothing but Net,' focusing on investment strategies for high-quality stocks. The discussion also touches on the future of decentralized internet and the potential of companies like Uber in the evolving market landscape. Chapters 00:00 Introduction to Avory Idea Day 2024 01:31 The Current State of the Internet 05:42 Macro Trends and Company Performance 12:44 The Role of AI in Business 20:19 Future of Decentralized Internet 22:40 Insights from 'Nothing but Net' 30:05 Investment Strategies and High-Quality Stocks Learn more about Avory https://www.avory.xyz/ _______ Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place. Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page

Super Entrepreneurs Podcast
Common Sense Investing: Strategies for Success in Today's Dynamic Financial Markets w/ Will Nutting

Super Entrepreneurs Podcast

Play Episode Listen Later Dec 4, 2024 22:44 Transcription Available


In today's fast-paced financial landscape, many investors are overwhelmed by the sheer number of strategies, tools, and market trends. To help navigate this complexity, we're joined by Will Nutting, an expert in simplifying investment strategies. Will shares his approach to "common sense investing," focusing on the core principles of simplicity, patience, and discipline. In this episode, we dive into how these timeless strategies can guide you toward smarter, more informed investment decisions and set you up for long-term success in the markets.   Chapter Stamps: 01:27 Market Trends and Technology Impact 03:24 Investment Strategies and Opportunities 08:38 Common Sense Investing 16:41 Macro Trends and Digital Assets 20:24 Final Thoughts and Subscription Details   Pullout Quotes:   "Investing doesn't have to be complicated; it's about making smart, simple decisions." "Too often, we complicate our financial strategies. The best approach is focusing on the basics." "The key to financial success is sticking to a plan and avoiding emotional decisions." "Simplicity in investing is what leads to long-term success, not chasing every trend." "You don't need to be an expert to make smart investment choices, just focus on the fundamentals."   Social: Website: https://www.nutstuff.co.uk/ Linkedin:  https://www.linkedin.com/in/will-nutting-030a0415/?originalSubdomain=uk   Disclaimer: Please be aware that the opinions and perspectives conveyed in this podcast are solely those of our guests and do not necessarily represent the views, ideologies, or principles of Super Entrepreneurs Podcast, its associated entities, or any organizations they represent or are affiliated with. We provide a platform for discussion and exploration, and the content of each episode is understood to be independent expressions from our guests, rather than a reflection of the beliefs held by the podcast or its hosts. Notice to the Super Entrepreneurs community: Before we part, remember to join our Private Facebook group, 'Mindset for Business Success' Here we share mindset wisdom to elevate your life and business LIVE every Tuesday morning(EST), ready for a transformative journey? This group is your key to unlocking potential and achieving business growth. Don't miss out on this incredible free resource. Join us in 'Mindset for Business Success' Today! https://www.facebook.com/groups/mindsetforbusinesssuccess/ The only limits in our life are those we impose on ourselves. Bob Proctor  ▬▬▬ Free Clarity Call with Shahid▬▬▬  https://calendly.com/shahiddurrani/free-clarity-call-with-shahid-durrani ________________________________________________________________________ OFFERS: https://zez.am/officialshahiddurrani  ▬▬▬ Get my Free Webinar▬▬▬ How to super scale your business to the next level without chasing strategies and feeling stuck https://shahiddurrani.com/registration/  ▬▬▬ Business Funding▬▬▬  https://www.7figurescredit.com/superfunding  ▬▬▬ Fund Your Clients▬▬▬  https://join.7figurespartners.com/?a_aid=superfunding  ▬▬▬ The TEDx Talk Program▬▬▬ https://info.shahiddurrani.com/tedx ▬▬▬ Professional Investment Ideas Delivered to your Inbox▬▬▬ https://capexinsider.com/insider-newsletter/?orid=90906&opid=94 ▬▬▬ FREE DOWNLOAD Reveals Recession Proof Business▬▬▬ https://www.b2bfundingpartner.com/b2bfree100?a_aid=superfunding&a_bid=1f1eb0a5 ▬▬▬ START-UP INVESTOR READY TO HELP▬▬▬ https://info.shahiddurrani.com/ideas ▬▬▬ How to make $3,493 commissions without doing any selling▬▬▬ https://hop.clickbank.net/?affiliate=superentre&vendor=ambsador ▬▬▬ Stock/Options Trading Academy That Works▬▬▬ https://lddy.no/1gqxb  ▬▬▬ Real Estate Investing on Terms! No Credit | No Down payment▬▬▬ https://smartrealestatecoach.com/?sld=super Affiliate Disclaimer: If you buy through one of the links provided, I may receive a commission (without any additional charge to you).  @SuperEntrepreneursPodcast   @officialshahiddurrani 

PineBridge Investments Insights Podcast
Navigating Macro Trends Impacting the Future of Commercial Real Estate

PineBridge Investments Insights Podcast

Play Episode Listen Later Nov 21, 2024 29:51


Taken from PineBridge Benson Elliot's 2024 Annual General Meeting, Marc Mogull, PineBridge Benson Elliot's Chief Investment Officer and Hani Redha, PineBridge Investment's Multi-Asset Portfolio Manager discuss the macro trends impacting the future of commercial real estate. 

NFT Alpha Podcast
Macro Trends and Token Drama: The AI Meta, Meme Coins, and Trump's Crypto Moves

NFT Alpha Podcast

Play Episode Listen Later Nov 19, 2024 65:27


On today's episode, we unpack the latest meme coin drama, including GOAT, AI 16Z, and Eliza tokens, and dive into the evolving AI meta and its impact on crypto. We also discuss Bitcoin nearing all-time highs, Trump's potential crypto-friendly appointments, and his interest in acquiring the Bakkt exchange. Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy our NFT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our Discord⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out our Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out our YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Give us your thoughts on the show by leaving a rating. -- DISCLAIMER: You should never treat any opinion expressed by the hosts of this content as a recommendation to make a particular investment, or to follow a particular strategy. The thoughts and commentary on this show are an expression of the hosts' opinions and are for entertainment and informational purposes only. This show is never financial advice.

On The Tape
Macro Trends and Market Risks: Marko Kolanovic's Outlook

On The Tape

Play Episode Listen Later Nov 15, 2024 63:08


Dan Nathan and Danny Moses discuss Fed Chair Powell's comments on the economy and interest rates, as well as their potential impact on inflation and the market. They also explore the strength of certain sectors, the significance of key earnings reports, and the influence of geopolitical events. After the break (30:00), Marko Kolanovic, former JP Morgan Chief Market Strategist, joins to offer insights on high market valuations, the potential for geopolitical shocks, and the benefits and risks of AI in investment strategies. The episode also covers the implications of Trump's policies on the Ukraine conflict, Middle East tensions, and China-Taiwan relations. Additionally, they look at recent tech stock performances and the ramifications for global markets. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Cash Flow Positive
Part 2: Who Cares About Macro Trends? The Secrets to STR Success with Fouad Bazzi

Cash Flow Positive

Play Episode Listen Later Nov 14, 2024 43:13


Does focusing on macro market trends really matter for short-term rental success? In this episode of Cash Flow Positive, Kenny invites Fouad Bazzi, a seasoned real estate investor, to share his journey of scaling his portfolio to over $18 million while navigating the challenges of short-term rental markets. They discuss how staying true to your goals, leveraging data, and thinking like a real estate investor first can set you apart in an increasingly competitive industry.Fouad offers actionable insights into building a business with focus, managing properties across multiple markets, and adapting to regulatory challenges. Whether it's diversifying income streams, hiring strategically, or mastering the "why" behind your goals, this episode equips listeners with the tools and mindset needed to thrive in today's evolving STR landscape. Enjoy!In This Episode You Will Learn:Think like a real estate investor first, not just a short-term operator​Begin with the end in mind and reverse engineer your goals for clarity and direction​Stay true to your values and align your strategy with your "why"​Use tools like STR Insights and rely on data to understand where you can truly cash flow​Don't be afraid to expand your skills by managing other properties or offering co-hosting services​Build a team strategically by hiring people who can complement your strengths and bring experience​Regulatory risks make it crucial to focus on markets with mature rules and a history of supporting STRs​Seek mentorship and education to avoid common pitfalls and accelerate your growth​And much more…Resources:Follow Fouad on InstagramConnect with Kenny on LinkedInFollow Kenny on Instagram

Cash Flow Positive
Part 1: Who Cares About Macro Trends? The Secrets to STR Success

Cash Flow Positive

Play Episode Listen Later Nov 12, 2024 17:24


Do macro trends in the short-term rental industry really matter? In this solo episode of Cash Flow Positive, Kenny breaks down why focusing on broad industry statistics could be misleading for individual investors. With revenue per property declining across many markets, Kenny explains why properties with unique "moats" consistently outperform, regardless of overall market conditions. He emphasizes the importance of studying specific markets, understanding barriers to entry, and building properties that stand out.Kenneth challenges listeners to shift their focus from average data to actionable insights that lead to success. He provides practical advice on evaluating properties, balancing occupancy and ADR, and why understanding your property's unique value proposition can insulate you from industry-wide downturns. If you're ready to rise above the average and thrive in today's competitive landscape, this episode is for you.In This Episode You'll Learn:Why properties with "moats" are less impacted by macro trends Understanding the barriers to entry in a specific market is crucial before investingFocusing on occupancy balance and ADR optimization maximizes revenue potentialAvoid relying on average market data; instead, study individual market attributesRevenue can still increase for top-performing properties, even when market averages declineAnd much more…Resources:Connect with Kenny on LinkedInFollow Kenny on Instagram

TD Ameritrade Network
Crypto, Cyber & Macro Trends in Thematic ETFs

TD Ameritrade Network

Play Episode Listen Later Nov 7, 2024 7:57


Christian Magoon points to three key shifts in the ETF world for investors to watch: cryptocurrencies, cybersecurity, and the macro environment. He points to Donald Trump's presidential win as a growth driver. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In-Ear Insights from Trust Insights
In-Ear Insights: Marketing Strategic Planning for Macro Trends in Uncertain Times

In-Ear Insights from Trust Insights

Play Episode Listen Later Nov 6, 2024


In this episode of In-Ear Insights, the Trust Insights podcast, Katie and Chris discuss navigating the unpredictable world of marketing strategic planning in uncertain times. You’ll discover valuable strategies for planning and adapting amidst unreliable data and ever-changing trends. Learn how to diversify your revenue streams and control what you can, even when external factors [...]Read More... from In-Ear Insights: Marketing Strategic Planning for Macro Trends in Uncertain Times

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
457. Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics (Justin Izzo)

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

Play Episode Listen Later Oct 28, 2024 42:17


Justin Izzo of Dropbox DocSend joins Nick to discuss Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics. In this episode we cover: Key Metrics in Pitch Deck Activity Macro Economic Metrics and Their Impact on Pitch Deck Activity Trends in Investor Deck Interactions and Time Spent Advice for Founders on Pitch Deck Creation Investor Engagement with AI-Focused Pitches Founder Links Created and Their Implications Impact of VC Funding Trends on Startups Characteristics of Successful Founders and Regions Seasonality and Strategic Timing for Fundraising Advice for VCs Raising LP Capital Guest Links: Justin's LinkedIn Dropbox Docsend's LinkedIn The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

The Aaron Renn Show
NATE FISCHER: The Macro Trends Shaping Tomorrow's World

The Aaron Renn Show

Play Episode Listen Later Sep 30, 2024 58:47


Nate Fischer, Founder and CEO of New Founding, joins us to talk about his firm's investment strategy, and particularly the macro forces that will be shaping the society and economy of tomorrow. Read the New Founding Strategy: https://www.newfounding.com/post/strategySubscribe to my newsletter: https://www.aaronrenn.com/

Unchained
The Chopping Block: World Liberty Financial, Liquidity Risks, and Global Crypto Adoption - Ep. 708

Unchained

Play Episode Listen Later Sep 23, 2024 45:10


Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week the squad is live from Token2049 in Singapore and joined by special guests Mo Shaikh, CEO and Co-Founder of Aptos Labs, and Arthur Hayes, CIO at Maelstrom. In this episode, they tackle the buzz around Trump's DeFi projects, the challenges of hosting Token2049 during F1, and the controversy surrounding Iggy Azalea's cancelled debate. The conversation also covers the macro impact of potential Fed rate cuts, the role of celebrity coins, and the future of global crypto adoption. Don't miss this insightful live discussion in front of the Token2049 audience! Show highlights

The Investopedia Express with Caleb Silver
The Fed's Big Recalibration, and the Most Important Macro Trends in the Economy Today

The Investopedia Express with Caleb Silver

Play Episode Listen Later Sep 23, 2024 28:32


The Federal Reserve went big with its first interest rate cut since 2020, and it's biggest cut in 16 years as it lowered the Federal Funds Rate by half a percent. We look at what usually happens in the stock market - which hit new record highs last week - when the Fed gets this aggressive. Plus, Dr. David Kelly, the Chief Global Strategist for JP Morgan Asset Management, joins The Express from the Future Proof Wealth Festival, to share the most important macro trends shaping the economy and stock market today. LINKS FOR SHOW NOTES: https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8715614 https://am.jpmorgan.com/us/en/asset-management/adv/bios/david-kelly/ https://x.com/callieabost/status/1837234523555144147 https://www.carsongroup.com/insights/blog/author/rdetrick/ https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/sweetspotsforstocks_transcript_new.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Real Estate Espresso
Macro Trends with Tony Lopes

Real Estate Espresso

Play Episode Listen Later Sep 8, 2024 16:23


Tony Lopes is based in New Hampshire, but invests in the sunbelt of the US. On today's show we are talking about the macro trends that will affect demand for rental housing in the next decade. To connect with Tony, email him directly at tony@dirtybootscapital.com or visit his website at https://dirtybootscapital.com/ -------------- **Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Bringing Chemistry to Life
The metrology aspects of PFAS

Bringing Chemistry to Life

Play Episode Listen Later Aug 21, 2024 33:55


Early in her career, Dr. Jessica Reiner realized that she cared more about ensuring the accuracy of the measurements she was making than making the measurements themselves. This realization, combined with experience in working with PFAS, led to her current role as Research Chemist at the National Institute of Standards and Technology (NIST).Join us to hear an insider's perspective on the PFAS topic, with a deep dive into the analytical methods used to detect, quantify, and identify PFAS species. Jessica and her team use LC-MS, anion exchange chromatography, and other orthogonal methods in their work and they focus on creating, validating, and maintaining reference materials (RM) and standard reference materials (SRM) that are used to help ensure that PFAS measurements are accurate and comparable with those made in other laboratories around the world. From challenges around defining a PFAS, to creating a stable, ultra-low concentration standard, to detecting ultra-high concentrations PFAS, Jessica provides an ace analytical chemist's perspective grounded in the metrology of it all.As always, and in addition to the great science, you'll get to learn about Jessica's personal career path, the ups and downs of her work, and hear her advice for career development. Related episodes: Season 4, Ep.2: The father of green chemistrySeason 2, Ep.7: Fresh urban waterSeason 1, Ep.3: There's chemistry in the air!Bonus content!Access bonus content curated by this episode's guest by visiting www.thermofisher.com/chemistry-podcast for links to recent publications, podcasts, books, videos and more.View the video of this episode on www.thermofisher.com/chemistry-podcast.A free thank you gift for our listeners! Request your free Bringing Chemistry to Life t-shirt on our episode website.Use code 0chemRcks in August, and BCTLisn3R in September. We read every email so please share your questions and feedback with us! Email helloBCTL@thermofisher.com

Thoughtful Money with Adam Taggart
Four Key Macro Trends That Will Drive Markets Through 2025 | Jan Van Eck| Jan Van Eck

Thoughtful Money with Adam Taggart

Play Episode Listen Later Jul 23, 2024 68:29


I often emphasize that the most useful people to interview are asset managers. Because they don't have the luxury of merely having an opinion on the road ahead -- they have to commit capital to their convictions, and be judged upon the results. Today we have the great fortune of being joined by one of the most respected capital allocators in the business: Jan van Eck Jan is CEO of vanEck, an asset management firm with over $100 billion in assets under management invested across its wide family of ETFs and funds, spanning equity, bond, commodity, digital and regional asset classes. Jan and I will spend the next hour discussing his macro and market outlooks, as well as where he sees the biggest opportunities for investors right now. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Talk Energy
#211: Investing in Macro Trends - James Fishback

Talk Energy

Play Episode Listen Later Jul 18, 2024 60:59


This episode's guest is James Fishback. He recently had a high profile (and highly meme'd) exit from David Einhorn's Greenlight Capital.  He's moved past the 'head of macro" controversy, and is now focused on building his next venture, Azoria Capital.This episode James shares his insights on the current state of the macro economy, including his thoughts on U.S. inflation and the Federal Reserve's monetary policy. We discuss actionable investment strategies around macro trends and what James has been paying attention to this year. We dive into what this year's election means for the economy and the differences between Trump and Biden, highlighting their contrasting economic policies.Lastly, we discuss Azoria Capital and how James is creating an investment vehicle that targets companies that are using a merit based approach vs the recent trends of embracing ESG and DEI.  Hope you enjoy the show!James' Twitter: https://x.com/j_fishback..Timestamps:00:00:00 - Intro00:01:59 - Guest's Introduction00:02:04 - James' Social Media Success00:03:00 - The Importance of Open Debate00:05:29 - Investing in Macro Themes00:12:49 - The Impact of Fiscal Stimulus on Inflation00:18:42 - The Role of the Federal Reserve00:22:46 - Rate Hikes and Their Effects00:25:09 - The Fed's Lemonhead Problem00:27:16 - Rate Hikes and Their Real Impact00:29:12 - The Impact of Rate Hikes on Wealth00:32:41 - The Importance of Focusing on Shareholders00:36:32 - The Process of Assessing Companies00:37:23 - The Shift in Corporate Priorities00:41:01 - Energy Transition and Green Investments00:42:20 - Government Intervention in Energy Transition00:44:48 - Consumer Choice in Energy Transition00:45:39 - Free Market and Electric Vehicles00:48:35 - Policy and Politics Discussion00:50:04 - Potential Impact of Administration Change00:56:56 - What is Azoria#jamesfishback #maxgagliardi #uselections2024 #energy #trump #biden #usinflation

The Climate Denier's Playbook
There's Just Too Many People!

The Climate Denier's Playbook

Play Episode Listen Later Jul 17, 2024 77:56


Why should I have to change my lifestyle when there's all those poor people over there we can blame?!?BONUS EPISODES available on Patreon (https://www.patreon.com/deniersplaybook) SOCIALS & MORE (https://linktr.ee/deniersplaybook) CREDITS Created by: Rollie Williams, Nicole Conlan & Ben BoultHosts: Rollie Williams & Nicole ConlanExecutive producer: Ben Boult Post-production: Jubilaria Media Researchers: Carly Rizzuto, Canute Haroldson & James CrugnaleArt: Jordan Doll Music: Tony Domenick Special thanks: The Civil Liberties Defense Center, Jan Breitling, Robert Fletcher SOURCESTucker: The world we live in cannot last. (2022, January 5). Fox News.U.S. Population Growth Rate 1950-2024. (2024). Macrotrends.Fox News. (2018, December 6). Tucker on mass migration's effect on our environment. YouTube.Fox News. (2017, July 7). Progressive: Limit immigration for the environments sake. YouTube.Utopian Dreams. (2017, March 27). Sir David Attenborough on Overpopulation. YouTube.Climate One. (2017). Jane Goodall Discusses Over Population. YouTube.The Borgen Project. (2010, August 2). Bill Gates on Overpopulation and Global Poverty. YouTube.Balan, M. (2016, October 24). NBC's Guthrie, Tom Hanks Hype Overpopulation: “The Math Does Add Up.” MrcTV; Media Research Center.Malthus, T. R. (1798). An Essay on the Principle of Population. In Internet Archive. J. Johnson London.The 1801 Census. (n.d.). 1911census.org.uk.Poor Law reform. (2024). UK Parliament.Ko, L. (2016, January 29). Unwanted Sterilization and Eugenics Programs in the United States. Independent Lens; PBS.Bold, M. G. (2015, March 5). Op-Ed: It's time for California to compensate its forced-sterilization victims. Los Angeles Times.Fletcher, R., Breitling, J., & Puleo, V. (2014). Barbarian hordes: the overpopulation scapegoat in international development discourse. Third World Quarterly, 35(7), 1195–1215. https://doi.org/10.1080/01436597.2014.926110Lyndon Johnson's State of the Union Address, 1967. (n.d.). Ballotpedia.Timms, A. (2020, May 18). Making Life Cheap: Making Life Cheap Population control, herd immunity, and other anti-humanist fables. The New Republic.National Security Study Memorandum NSSM 200: Implications of Worldwide Population Growth For U.S. Security and Overseas Interests (THE KISSINGER REPORT). (1974). USAID.USAID Policy Paper: Population Assistance. (1982). USAID.Doshi, V. (2016, October 26). Will the closure of India's sterilisation camps end botched operations? The Guardian.Kovarik, J. (2018, October 8). Why Don't We Talk About Peru's Forced Sterilizations? The New Republic.ISSUE BRIEF: USAID'S PARTNERSHIP WITH PERU ADVANCES FAMILY PLANNING. (2016). USAID.Ehrlich, P. R. (1968). The Population Bomb. Ballantine Books.Paul Ehrlich, famed ecologist, answers questions. (2004, August 10). Grist.If Books Could Kill. (2022, December 15). The Population Bomb. Podbay.Union of Concerned Scientists. (1992, July 16). 1992 World Scientists' Warning to Humanity. Union of Concerned Scientists.Haberman, C. (2015, May 31). The Unrealized Horrors of Population Explosion. The New York Times.United Nations Department of Economic and Social Affairs. (2022). World Population Prospects 2022: Summary of Results. United Nations.Oxfam. (2024, July 2). What is famine, and how can we stop it? Oxfam America.Is There a Global Food Shortage? What's Causing Hunger, Famine and Rising Food Costs Around the World. (2023, November 16). World Food Program USA.Pengra, B. (2012). One Planet, How Many People? A Review of Earth's Carrying Capacity. In UNEP Global Environmental Alert Service (GEAS). UNEP.CONFRONTING CARBON INEQUALITY: Putting climate justice at the heart of the COVID-19 recovery. (2020). In OXFAM Media Briefing. OXFAM.United Nations Department of Economic and Social Affairs. (2021). Global Population Growth and Sustainable Development. United Nations.Eyrich, T. (2018, November 14). Climate change is worsening, but population control isn't the answer. UC Riverside News.Disclaimer: Some media clips have been edited for length and clarity.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mindy On Money
Sean Mullaney: Deep Investing Questions

Mindy On Money

Play Episode Listen Later Jul 10, 2024 52:10


In today's episodes, Sean Mullaney, the FI Tax Guy answers questions from Mindy (and Carl).Please note: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Mindy, Carl, and the Mindy On Money podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. Is the stock market overvalued?What do you do if you have a high stock concentration?Donor advised funds!Sean's workLinks:Sean Mullaney: https://fitaxguy.com/Macrotrends: https://www.macrotrends.net/Simple Path To Wealth: https://amzn.to/4cwwUByThe Arithmetic of Active Management https://web.stanford.edu/~wfsharpe/art/active/active.htmBogleheads conference: https://www.bogleheads.org/forum/viewtopic.php?t=429430Mindy on Money: https://www.mindyonmoney.comMindy on Money facebook group: https://www.facebook.com/groups/mindyonmoneyThanks for listening!

NFT Alpha Podcast
Crypto Insights Unleashed: Exploring Token Launches, Macro Trends, & Price Predictions

NFT Alpha Podcast

Play Episode Listen Later Jun 10, 2024 60:07


On today's episode, we will delve into an array of insightful topics that have captured the attention of the crypto community. Our discussion will commence with an exploration of upcoming token launches, highlighting noteworthy projects like ZK Sync and YOLO Games on Blast, poised to make waves in the market. Following this, we will engage in a sophisticated analysis of macroeconomic factors, featuring expert insights on Bitcoin's price dynamics amidst discussions of potential institutional manipulation and the looming Bitcoin ETF. Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy our NFT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our Discord⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out our Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out our YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Give us your thoughts on the show by leaving a rating. -- DISCLAIMER: You should never treat any opinion expressed by the hosts of this content as a recommendation to make a particular investment, or to follow a particular strategy. The thoughts and commentary on this show are an expression of the hosts' opinions and are for entertainment and informational purposes only. This show is never financial advice.

Future of Fitness
Paul Bowman - Wexer & Macro Trends in Content Consumption

Future of Fitness

Play Episode Listen Later Jun 9, 2024 47:13


In this episode, host Eric Malzone interviews Paul Bowman, the CEO of Wexer, about his journey from professional volleyball player to leading a digital fitness platform. Paul shares insights about the evolution and current state of Wexer, the importance of group exercise, and the shift towards creating personalized digital fitness experiences. They discuss trends in content consumption, the impact of AI on fitness, and the role of media in modern fitness organizations. Paul emphasizes the need for the fitness industry to embrace digital solutions to better serve members around the clock.   Episode Highlights:   Paul Bowman's Background and Journey The Evolution of Wexer Wexer's Current Offerings and Ecosystem Trends in Digital Fitness and Content Consumption The Hybrid Fitness Model and Its Impact Successful Digital Fitness Strategies Demographic Trends in Fitness Content The Rise of YouTube and Fitness Influencers The Role of AI in Content Creation Exploring AR, VR, and MR in Fitness The Wexner Podcast: Origins and Impact Entrepreneurial Journeys and Insights Challenges and Future of Digital Fitness   https://wexer.com/ https://podcastcollective.io/  

Ganbei
Bridging Healthcare Innovations Between Europe and China with Chenchao Liu

Ganbei

Play Episode Listen Later May 13, 2024 33:53


Connect with Chenchao Liu on LinkedInVisit SILREALs websiteVisit Asia Business Podcast Full show Transcript below Summary and TimestampsOverviewIn this episode of the Asia Business Podcast, host Art Dicker interviews Chenchao Liu, the founder of SILREAL, a management consulting firm focusing on healthcare and Sino-European business exchanges. Chenchao shares his journey from China to Germany, his transition from science to business, and the mission of bridging the healthcare sectors between China and the West. They discuss the unique collaboration opportunities in pharmaceuticals and healthcare services between China and Europe, navigating political barriers, and the impact of regulations like IP protection and data sharing laws. The conversation delves into the challenges and trends reshaping the industry in China, including the aging population, health consciousness post-COVID, and the dynamics of foreign companies adapting to China's volume-based pricing system. Timestamps00:00 Introduction to the Episode and Guest00:41 Chenchao Liu's Journey from China to Germany and Founding SILREAL01:49 Bridging Sino-European Business in Healthcare02:54 Exploring Recent Projects and the Impact of SILREAL's Work05:03 Opportunities for China-Europe Collaboration in Healthcare08:20 Navigating Political Barriers in Sino-European Relations16:23 The Impact of Regulations on Cross-Border Healthcare Collaboration21:15 Macro Trends Shaping the Healthcare Industry in China31:16 Concluding Remarks and How to Connect with Chenchao Liu TranscriptArt: [00:00:00] Welcome everybody to another episode of the Asia Business Podcast. I'm your host, Art Dicker. Today we have the absolute pleasure of being joined by Chenchao Liu. Chenchao is the founder of SILREAL, a management consulting firm specializing in the healthcare sector [00:00:15] and fostering Sino European business exchanges.Art: Welcome Chenchao.Chenchao: Thank you, Art. Thank you for having me. Art: Yeah, we've been talking. We've been talking a few times over the last couple of years or so, and [00:00:30] it just seemed natural that we do a podcast. We've had long conversations, the two of us just talking about some of these things we're going to get into.Art: So it's, like I said, it's natural. We just record an episode about it. And, you were born in China, but you've lived in Germany for more than 20 [00:00:45] years now. And I was wondering if you could share a bit about your own kind Your own story behind the founding of SILREAL and then also help the audience understand a bit more kind of work you do to bridge the European Chinese markets in life [00:01:00] sciences.Chenchao: Yeah, thank you, Art. Thank you for really inviting me and I respect and follow your work for a while and appreciate that I could share some of my story here. Yeah, as you mentioned, yeah, I was born in [00:01:15] China in Qingdao, historical city connected to Germany. And I came to Germany when I was 13. So I went to elementary school, and I studied chemistry in Munich.Chenchao: And had very devoted concentration interested into [00:01:30] science and was very active. I high school already for Olympics and later for Mustang Institute ATH. But I realized later that due to the internship I did with consulting firms that I'm really belong to the business world.Chenchao: I [00:01:45] want to work with people. I want to be in real impact making. And yeah, so I after graduation, I went to consulting firm, I did a lot of projects for hospitals and also for private equities [00:02:00] in 2017 when I realized that I wanted to Do more things with China. I said to myself look into the mirror.Chenchao: You cannot just look like this way. It's better that you could do something content wise with the country [00:02:15] where you're from. And yeah, I started to advise some Chinese firms who come to Europe and vice versa. And yeah, and what is really entrepreneurial journey. Nobody has taught me how to build business, so really try and [00:02:30] arrow and yeah, I think it's combination of hard work, persistent and also support of others.Chenchao: We have thright and have again, some traction, have project from federal menstrual health and the state governments help some big [00:02:45] pharma like AstraZeneca. And yeah, I really want to be the bridge in life science healthcare between China and the West. Art: And can you talk a bit about some of the sort of the projects that you've worked on recently and[00:03:00] or so, some, so give the audience a really some context for some actual to the extent you're allowed to talk about it, but I know also we'll get into it.Art: You've got quite a. Number of wonderful endorsements on your websites from the projects you've worked on, but just [00:03:15] to give the audience a bit of wrap their heads around the actual kind of consulting work and so forth that you do. Chenchao: Yeah, thank you, Arthur. So basically, we have three main sectors of industries.Chenchao: We serve for health [00:03:30] care, life science and public sector. We have done digitalization project for health care providers in Germany. I helped them to modernize their 6000 employee. System of hrs and consolidate over [00:03:45] 20 entities. And also to transform how they track employee working time and management of the post recruitment retention.Chenchao: So other project we have done is really to bring [00:04:00] public and private sector together to tackle Corona diseases. To learn from each other between German China when it's come to for example, COPD. I think the strengths we can bring here is really to understand the [00:04:15] policy, understand the legal justice nature.Chenchao: But also to bridge, what does it make the difference between how Germany and China handle different disease areas. And lastly, as I mentioned for the government public sector we do [00:04:30] oftentimes delegation trips for ministry level for experts from insurance for hospital representative to really to understand how big countries like China, Israel and the U.Chenchao: S. Playing around in the [00:04:45] digitalization. And that's why I think it's very crucial especially in this age to have a active dialogue because I do think, as you mentioned, the before the trip for by the chancellor, there's this avenue of collaboration [00:05:00] is still very strong within the healthcare.Art: Yeah, let's jump into that, jump ahead into that question. The, in an ideal scenario, devoid of political barriers, and we'll get into those, maybe some of those political barriers in a 2nd, but, what are some of the [00:05:15] unique opportunities for collaboration between China and Europe in the, pharmaceuticals, biotechnology.Art: Health care services, because it seems like there's you've already hit on it a bit. There's naturally a lot of synergies. There's just by listening to some of the projects [00:05:30] you've supported so far. So without politics in the mix, what would be the, some of the more of those kind of natural synergies between between China and Europe in these sectors?Chenchao: Yeah, thank you. I think due to a large population, 1. [00:05:45] 5 billion in people in China, and it's already is the second biggest market in healthcare and pharmaceuticals and it's posed to become the biggest one but if you look at the per capital expenditure China is still lagging very [00:06:00] far behind.Chenchao: It's only around 10 percent or less, Of that expenditure per capita compared to European level. So there's a lot of to catch up and I think aging population China and also very high pressure for, [00:06:15] a younger generation birth rate. So there's a lot of issues within the society and also the plague by the chronic diseases in various forms.Chenchao: I just mentioned COPD, but there's also other ways and the cancer [00:06:30] and, uh, heart related diseases. And I think this is also very important after the COVID, like how to also in the community diseases are prevented. Measurement and the very [00:06:45] important role China can have. So I think this is really laid the ground for multinationals to really look into China and the force of their expansion.Chenchao: And despite all the attention we have touched on, I think there's a lot [00:07:00] of company. Are just announced even further and stronger presence in China, like as Seneca's new research facility in Hong Kong. In Heim also mentioned the billion of investment [00:07:15] going on. So there is still very strong sense that the market due to the high population, due to also the infrastructure because China is still at home.Chenchao: of a very strong, supplier for biosimilar and and [00:07:30] APIs for big pharmaceuticals around globe. So it's very crucial to have a healthy relationship with China to keep supply chain safe and secure. Art: Yeah, and that's actually in contrast a little bit to what's been going on in the U. S. [00:07:45] these days.Art: It's more and more Chinese companies are potentially Congress is in an election year here in the U. S., as is looking at more and more Chinese companies. And now that's extended to the bios and pharmaceutical sector as well, which is, I guess people thought might [00:08:00] happen, but maybe not so quickly.Art: So that's it seems like Europe is not it is quite different, which is I guess not surprising but that's been in the news here in the U. S. too. And it's living here in San Diego, California, where I know a lot of those, the Chinese companies and U. S. companies, [00:08:15] this is a place where they work together.Art: It's I don't know, a little bit disheartening to see that happening, but but I guess there's. Anyway, I won't get into the concerns but now that we do put let's say, we put politics to some of the tensions into the mix. How is that starting [00:08:30] at all to influence cooperation between China and Europe?Art: Like I said, China in the US, I think that's already definitely having an impact, but do you see that having an impact at all between China and Europe? Yeah, definitely. Are there are [00:08:45] big impacts. The question is like how, long term and how quantifiable other impacts. I think everything is put into perspective.Chenchao: I think compared to other industries health care amount climate are still Thank you. [00:09:00] Very strong, constructive avenue of collaboration, but I do agree with your assessment. There's a difference between US China, European China relationship, and I think underlined by the trip by Chancellor Scholz from [00:09:15] Germany with three ministers and all state secretary level people, three days.Chenchao: Very long stay. So it's a really strong signal not only to China, but to the rest of the world that we need a very strong dialogue. We need a very [00:09:30] strong, and the Stanford, even we cannot agree on everything on every issues. But I think this kind of. Very pragmatic approach that we need China also to solve major conflicts in Middle East in Ukraine, Russian conflict, [00:09:45] and others.Chenchao: I think this is just to serve, the best interests of the people who ultimately, At the say in the democracies in the West. So I think when it's come to industry politics I do believe that, of course [00:10:00] Europeans want to, have the access to Chinese market. At the same time, it's very critical.Chenchao: Look at at, also from the legislative and legal point of view, China. The IP laws, the cyber security laws, and also the [00:10:15] limitation data transfer. These are all the problems, especially also for R& D intensive industry like pharmaceuticals, biotech. And so this is a strong position for European part to get China more to create [00:10:30] a, a fair competition environment.Chenchao: So this has been a very strong agenda of the trip as well. I personally, as I said, I was organized of the delegation trip myself for the ministry level. And last year I was [00:10:45] invited for the delegation trip by the climate minister from Germany. So I do see a very strong willingness to collaborate.Chenchao: And to willingness to, to collaborate in field where common dialogue is [00:11:00] possible. And I'm very hopeful to see, and just to stay by Germany in June the economy, Mr. Habeck is going to China as well. So I do think that's within this year very crucial both to the election, as you mentioned, yes.Chenchao: [00:11:15] But also some very highly watched elections within the states in Germany. So yeah so China West relation has always been very significant. Art: Yeah, that's, I think there's, that's a great point. Look at that three days and high [00:11:30] level visits like that. And that's really, I don't think there's many other countries that do that.Art: So of course, certainly not the United States, but there's, that's that As you said, really would show a sign of commitment to the relationship and the markets [00:11:45] opportunities both ways even. And I did also read that Chancellor Schultz said that IP protection, you hit on it.Art: There is was maybe the chief concern of German companies. And I wonder if. We can get into that as a bit of a side [00:12:00] topic. Is that a is that still a concern for German companies in these sectors we've been talking about? Or is that more, let's say, in some of the traditional auto or other sectors that German companies have been also quite strong in is that I'm [00:12:15] talking about IP protection in China.Art: I know, because, of course, I practice law cross border there, and I can certainly. The audience, if they've been listening to me, know that I think that IP protection in China has gotten significantly better than it was [00:12:30] when I first started going over there. But I, like I said, Chancellor Schultz said that's still a primary concern for German companies.Art: Do you see that in your industries as well? Chenchao: I think one say it's reputation is hard to build but easy to lose, [00:12:45] right? So once you have a not very good reputation when it comes to IP protection, IP enforcement, and it's very hard to build back the reputation. I do agree on legislative level, China has already made progress and [00:13:00] had also You know enforce the law and to punish some of the companies who infiltrate the IP so I think I totally agree with your assessment, but the other hand, when it's come to all our confidence in Chinese market, when it's come to [00:13:15] IP, it is still very low slope recovery. So that's concern remains. And because there's also the effect of those high pace of regulatory changes in China, right?Chenchao: So we, we see A new laws coming in rapid [00:13:30] speed, there's no time to read, to digest, to understand the comment, not like the legislative cycles we know from the democratic system in the U. S. or in Europe, in the European Union. Everything's slower, people have time to debate, to [00:13:45] comment, and to see the final draft of the law might be totally different.Chenchao: In China, you have to really keep up the pace to understand the new laws, what is impact for the business. And I think the other very current issue art is also [00:14:00] when it's come to espionage law in China, and this has also direct. Impacting the pharmaceuticals company because the audit and the inspections for this kind of factory and sites who are [00:14:15] producing products directly for the European U.Chenchao: S. market are scrutinized. And but not in the direct way. It's just, as I said, a lot of confidence, fear of to be imprisoned, fear of to be Questions on the [00:14:30] airport that's why many inspectors are refusing to fly to China to do their audit job, which is very concerning because even there's nothing happened alone, this kind of angst, this kind of uncertainty is not very good [00:14:45]confidence for business.Chenchao: And we know if their sites and the manufacturer entities are not a certified, they are not allowed to sell products in the board. And. This doesn't only harm business, it just can harm patient's health, safety, [00:15:00] and patient care. So we really have to act fast and to come to a really good pragmatic agreement.Chenchao: So there's reinstalled the confidence. I think at the end of the day, we cannot regard business or economic ize only on paper, [00:15:15] on legal. But rather on people's perception, we have to regain the confidence we have to regain that China is a reliable partner and not just being said, not just put on paper, but lived by [00:15:30] example.Chenchao: I think this is also an effort we, both sides, need to make an effort. Art: Yeah, and I see that on the U. S. China side as well, there's a perception and, it's hard to say exactly [00:15:45] what the reality is, but there's a perception. That recently, especially that it's not safe for executives to travel to China.Art: And even the U S state department has put out a travel advisory last year about that did warning executives [00:16:00] to, from, for traveling from the U S to China that they may get questioned or may not be able to come back on the exact flight they had originally planned and so forth. So even if those concerns, or even if that's not exactly the way it is in reality.[00:16:15]Art: There's those perceptions, like you said, and that affects real business decisions and planning for investments and audits, like you said it does affect things. And I'll stick with regulations because you mentioned the anti espionage law and, a lot of that has also to do with [00:16:30] some of the.Art: The data regulations that come out, and those have also come out and been implemented very quickly and almost the regulators are trying to catch up because companies have concerns. How do I implement the PIPL in my business? And this doesn't [00:16:45] add up and this doesn't make sense. And the regulators, particularly the cyber security administration there, they've had to.Art: Been in catch up mode, I think, especially the last couple of years. So how have these regulations, of course, Europe is very in Germany, and I'm very familiar with [00:17:00] GDPR and how have these regulations for especially the PIPL in China, the data protection law, how has that affected cross border healthcare collaborations and data sharing recently?Chenchao: Yeah. Thank you, Arda. I think this is [00:17:15] very crucial questions. I think in that field is very also innovative, new, of course, the get challenged by the industries, big tech companies but the AI act, digital market act. So there's a lot of initiative [00:17:30] legislations where your European union employs to be very on the frontier of the regulation of the digital era.Chenchao: GDPR has been for a long time. I think it is very restrictive law. It's protects [00:17:45] the data very strongly, and it's also becomes even, people criticize to be very bureaucratic to be very, noisy. But somehow in the international level, it's also receives a positive [00:18:00] example set by the European Union.Chenchao: This is when it's come to China, also some positive thing to, to tell about the China because the privacy law. It has been improved, has been introduced, and also follow some of the [00:18:15]patterns by GDPR as a good leadership in that regard. But again, the law is only has its value when it's enforced, right?Chenchao: So this is a discrepancy, I think, not only a problem China faces, but in many countries [00:18:30] as well. But in that regard, China is definitely doing better. But, and also there's a concession, I think, also due to the recent diplomatic warm up that China allows data outflow again of company related data for big [00:18:45] companies.Chenchao: I think this is very important to rebuild the trust, rebuild the confidence. I think, similar to the topic of the capital outflow, very sensitive, but also very important topic. And because China need to [00:19:00] have confidence and the favorite investors and company. So I think this was the right step.Chenchao: And I do think this has to be even more in the long term to be rebalanced, renegotiated. When it comes to other legislations as you mentioned, [00:19:15] espionage law, I think in general speaking they are very, of course follow a certain pattern of, what happens in the U. S.,Chenchao: Following the 9 11 Patriot Act. So China tries also to have very strong [00:19:30]regulations and legislative, toolboxes to, to survey and also monitor citizens, companies, and to have very strong executive powers in case of unseen danger for the national security.Chenchao: But the [00:19:45] law is, it's very expensive and very widely weak interpreted. And this is also led to the suspicion and also the threat and by people who read the law just to be very hard to [00:20:00] appropriate when which case applies, which not, I think it does need more concretized formulation to make sure that, no more operations, especially in the very crucial areas in pharmaceutical [00:20:15] manufacturing are not hindered and prohibited.Chenchao: And because I think China as a nation of a modern industry is very keen to become a leadership in digital [00:20:30] health in, in, in clinical trials providers. And also to be, very strong out licensing production site. So China itself need to say a very open environment. And I think the government is more and [00:20:45] more keen to understand that it's not just do a favor for a foreign company, but more and more it's actually very imperative for China.Chenchao: For the Chinese firm to succeed on the global stage, Art: that's a good point. That's a [00:21:00] good way of putting it that, that, maybe in some ways it felt like the regulations are there to protect local Chinese companies, but at some point you don't want to keep protecting them if it means, if it prevents them from becoming globally competitive.Art: So we, and we [00:21:15] touched on the. The market opportunities a bit and some of the macro trends that are shaping the industry and the opportunity there in China. But I wanted to go back to that a bit still. There's an aging population in China and there's also a global increase in kind of [00:21:30] the health consciousness post COVID, especially in China.Art: I noticed when I was living there. So what macro trends do you believe are continuing to reshape the industry in China and pulling. Foreign companies to, to keep working there and keep looking for [00:21:45] opportunities. Chenchao: Yeah, I think China has been facing multiple fronts of challenges, right? I think the big factor you just mentioned is the COVID wave which the implication repercussions are still to be failed and to be seen [00:22:00] and to be recovered.Chenchao: And we have a lot of issues within this company and, we have very strong loss confidence in the stock market in Hong Kong. Almost two digits trailing off value was webbed out and [00:22:15]we have a problem with the company who don't want to go IPO at all. We have property market is collapsing which makes up to almost a one fifth of the GDP.Chenchao: So there's a lot of big issues within the [00:22:30] company within the country. And we have a declining population, we, the population already picked and not only that the number, but also, especially we're talking about an area in India, the population is still very young there under [00:22:45]30 where here is aging very rapidly.Chenchao: And and then also, I think this is something which people hardly want to talk about. Is, we know that the government is very powerful, where it's strong and very directive. But [00:23:00] once you come to people's reproduction the limitation is also to be observed, right? So you cannot dictate everything.Chenchao: And so it's very important to create a society and environment where people feel safe, feel protected, feel [00:23:15] supported to have children. And also to cope with the fact, okay, what do we do as government, as a society, if the birth rate is not increasing, so we have to make people more productive to make sure that we create the opportunity [00:23:30] for people, especially in the health care sector, when it comes to care nursing, I think.Chenchao: And we have a lot of things to catch up when it comes to the systematic education where already a lot of things have been, transferred and learned from the West, especially when [00:23:45] it comes to machinery and automobile, but now it's have to shift more to health care and service areas. And which is already taking place, and this is why China needs open dialogues, open collaboration [00:24:00] with us.Chenchao: It's not only just keep the markets open, but keep the people safe, keep the patients served. And this is something we have to have a longer run, longer view to make sure this is happening. I think this is a very, [00:24:15] pressing issue the Asian population. But I do think, we, we can create a system where it's also the, questions linger in the second level when it's come to the problem of who call, the residency.Chenchao: There's [00:24:30] come to the issue like universal income, and it's a very big disparity of wealth disparity of big. So this are all connected dots, when it's come to the question why people don't want to give birth, why we don't have confidence in [00:24:45] the country to thrive and So I think this is take a long run to, to rebuild everything.Chenchao: But I think it's very good start to really, to ensure very valuable and needed jobs like nursing, healthcare professionals, [00:25:00] and also to tackle the problem of youth unemployment. Art: Yeah, lots of macro challenges there. And it's you're right. The, also the government there, it takes some somewhat of, I guess you could call it like a [00:25:15] paternalistic kind of approach in some ways it doesn't, in some ways it's very hands off, maybe two hands off, but one way it does take the a very, It does get very involved, and especially compared to the U.Art: S. where, the U. S. where health care costs are pretty, pretty out of [00:25:30] control. China has this volume based pricing system to try to control health care costs as best as it can. I know I've used the public health system in China and some of the public hospitals, and I'm amazed at how inexpensive the costs [00:25:45] are.Art: Now, of course, if you're looking, if you're going into the hospitals there in Shanghai, you see they have this very expensive equipment. But they're using it at a mass production kind of scale. You use a CT scan there. It's like a factory. They're getting people in and out. [00:26:00] So I wonder for at least maybe going back to the volume based pricing that a lot of the government requires for firms, including foreign firms that are doing business there.Art: How have foreign firms, let's say from Germany or the EU how have they [00:26:15] struggled with that policy? In, in, In their market approach in China, or maybe they've just learned to adapt to it, right? Maybe it's more similar to some of the pricing policies that they've faced in Europe. The US, of course, is [00:26:30] those companies probably face less of that.Chenchao: Yeah, I think this is a very interesting and impactful for questions. And when it comes to access to healthcare providers and [00:26:45] access to the best solution, innovation and pharmaceuticals. So I think when it comes to procurement strategy, Chinese government, and this is also where you see, central government's power compared to capitalism driven forces in the U.Chenchao: [00:27:00] S. Where, 18 percent GDP are spent on healthcare, where a lot of money is spent, but the outcome is not where we, good compared to much of the cheaper system in the European Union. But when it comes to China, I think there's a lot of reforms happening, [00:27:15] for decades.Chenchao: We have different reforms of Chinese FDA to national it got products and administration. So a lot of things have been changed. And I also, over the 30 provinces in China have been also consolidated to [00:27:30] one central pricing negotiation scheme within central government, which also voice.Chenchao: It's a provincial government competing each other and to set a different level of pricing, which can not be benefiting the patient or [00:27:45] hospital system. So the power of central government negotiates on pricing is very huge. And in China, for many in therapeutic areas, we already see the lowest price.Chenchao: Globally, even lower than some [00:28:00] African countries. So China is very strong when it comes to pushing the price down over 90%. Did a deduction reduction is not a rare. So the questions as you ask, what does it mean for their foreign companies? I think [00:28:15] still many companies, of course, they fall. They say, okay, under certain price, we don't want to play anymore.Chenchao: But big names and the big companies still being not only, I think, just to be in the [00:28:30]market, to please the government, to really be not screwing in nice. It's also because a question of how long the view you took at it. So because I think big companies operating the more strategic long term in decades, not in [00:28:45] years.Chenchao: So they know that it's very important to stay within the system. And they also know the system can work against them in short term, but it can also improve in favor of them in short term. Because Chinese systems is always [00:29:00] dynamic and very flexible. And and also to be fair Chinese population is huge.Chenchao: And that's why even the price is low, even the, perfect margin percentage wise is low, but the absolute number is still [00:29:15] enormous. And I think the second point, Art, is also to mention, because we have observed a strong censorship in China, of course, but, of course, the people and patients can still access a lot of [00:29:30] information outside of China.Chenchao: And they learn and know a lot about innovation happening in China. In the pipelines and the new introduction of drugs, and they want to get it, and they want to say, Hey, why we don't have it. Why is only [00:29:45] access in the Europe and American market. It's a pressure come also from bottom, and this puts the government also in the position to even they don't want to let in maybe too many foreign drugs because they want to promote [00:30:00] the domestic brands, domestic company, also because they're expensive, they don't want to, pay from the, insurance scheme, though, but I think this is very good.Chenchao: Dynamics to help to balance the power to not [00:30:15] only one side to dictate what is sold on the market, but also to make sure and, compared to the extreme in the U. S. That only let the market a player in company to dictate the price and the scheme. So [00:30:30] I think this is what China needs, a balanced approach.Chenchao: I think Europe has a pretty good example to set when we look at Denmark, Germany where it, there's a market dictation, but also government [00:30:45] monitoring. And I think this is a way to go. Art: Yeah, that makes sense. And that's a very good point. You mentioned about it's not just necessarily a top down approach from the Chinese government that they have to be responsive to what [00:31:00]their consumers or the constituents want and they hear about drugs overseas and say, why is that not available here?Art: That's a great point. I think by this interview, you've made it very clear with the audience that this is a topic you can speak very clearly about [00:31:15] and very and a real depth. And I wonder if, 1st, I would encourage again, people to check out your company and website, this great testimonials and endorsements from the companies that you've worked with.Art: It's really impressive, very big name companies. So I can tell the work you're [00:31:30] doing as a. Has a big impact and is getting results. And I wonder if people want to reach out to you. After listening to this show, what's the best way for people to reach out to you? Is it LinkedIn or is it go to your website or all of the above?[00:31:45]Chenchao: Yeah. for for asking. Yeah. I think I'm very easy, accessible to be found on LinkedIn or very easy c.liu@silreal.com. Yeah, happy to hear your [00:32:00] feedback and your comments also on the conversation right now I'm having with art and also have help to any endeavors that might come across.Chenchao: very much. Art: Yeah, that's great. We'll put a link up to the site on the show notes as well. [00:32:15] And and I'm sure people will reach out to you. So once again, Chen Chao, thank you for coming on. It's been a pleasure talking with you.   https://www.asiabusinesspod.com/

Cybersecurity Simplified
Episode 49: Macrotrends in Managed Cybersecurity with Jay McBain

Cybersecurity Simplified

Play Episode Listen Later May 8, 2024 25:39


Cybercrime is relentless and keeps cybersecurity pros on their toes looking for creative and cutting-edge solutions to secure their operations. Worldwide investment in cybersecurity is now nearly $250 billion a year.   What's behind this huge number? In this episode, we'll discuss the macrotrends in cybersecurity and what they mean for managed security service providers and their business customers.    To help us out, we've invited one of the IT channel's pre-eminent analysts – Jay McBain, Chief Analyst at Canalys – to join us today. Stay tuned for Jay's analysis of the current and future state of managed cybersecurity!Platforms are the winners on Wall Street: https://www.linkedin.com/pulse/platforms-winners-wall-street-how-do-you-move-from-being-jay-mcbain-bv6oe/    Learn how Overwatch Managed Cybersecurity Services keeps you on the cutting-edge: https://www.highwirenetworks.com/services/managed-cybersecurity/Want to know more about Managed Cybersecurity? Learn more: https://www.highwirenetworks.com/what-is-managed-cybersecurity/To get more cybersecurity news from High Wire Networks, visit: https://www.highwirenetworks.com/news-events/ To learn more about the Cybersecurity Simplified Podcast and to browse previous episodes, visit:https://www.highwirenetworks.com/cybersecurity-podcasts/Have an inquiry or topic request, reach out to: podcast@highwirenetworks.com

Future Commerce  - A Retail Strategy Podcast
Why Haven't Macro Trends Changed for the Last Few Years?

Future Commerce - A Retail Strategy Podcast

Play Episode Listen Later Mar 1, 2024 43:44


Has "doomerism" evolved since last year's report into something much more global? Has the wellness obsession been taken too far? Is the appeal of being a semi-luddite on the rise? Friend of the pod and cultural theorist Matt Klein discusses the findings from his annual META Trends Report. “Going Airplane Mode”Key takeaways:- A key takeaway from analyzing over one hundred trend reports spanning several years: many of the reported trends remain unchanged year after year after year.- Language used to describe disruptive changes often relies on established nomenclature instead of introducing new terminology.- There is an opportunity to hack trend reports by strategically seeding ideas and language that can shape future trends.- The ranking of meta-trends in reports can differ between what is frequently mentioned and what exists in cultural data, creating a discrepancy and an opportunity for manipulation.- Understanding the deeper human needs beneath trend manifestations is key for organizations to find success in addressing cultural shifts.{00:04:50} - “It's quite cliche, but it's a call to action for a little bit of bravery of not what's already being reported and said and what's comfortable, but what do we want to see, what does not yet exist, and how do we put our neck out there and really speak about the things that are uncomfortable, fringy, edgy, and strange because after all that is where change emanates from.” - Matt{00:12:57} - “The problem is the scant few people that are actually doing this type of work and research and will put the quantifiable and qualitative mind to analyzing trends is a small group of people that are all highly self-referential because they're all analyzing the same cohort of data because they're all kind of tapped into the same algorithm.” - Phillip{00:19:47} - “The meta trends act as trailheads for understanding all else within culture. When you acknowledge what's trying to be desired here… you understand beneath the surface what people actually need, that's where organizations find success.” - Matt{00:26:59} - “There's certainly importance and maybe I'm saying that because there's a livelihood or a career anchored or tethered to it, but I would say there are some implications and serious business consequences that come from this, but it is also fun. It is entertaining to be talking about these things and to be dissecting and analyzing.” - Matt{00:30:39} - “It's all from fear. No one wants to be disrupted. No one wants to be the disruptor either. That goes back to this idea of bravery, being the first to say something or sticking their neck out or reporting on the thing that no one else has reported. So you operate from a sense of, "Well, we wanna be the first to be second."' - Matt{00:39:42} - “Every business is unique, everyone has their different challenges, everyone has their different audiences, and those audiences or those products interpret each of the meta trends uniquely. So what this really is is the starting point, not the answer key.” - MattAssociated Links:Learn more about Matt KleinRead the 2024 Meta Trends ReportCheck out Future Commerce+ for exclusive content and save on merch and printThe MUSES Journal is here! Grab your copy of our latest annual journal today at musesjournal.comHave you checked out our YouTube channel yet?Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners!

Thik 'N Thin
Thik & Thin Hoops: All-star weekend takeaways, macro trends in the NBA, most intriguing teams for second half

Thik 'N Thin

Play Episode Listen Later Feb 22, 2024 63:23


On this week's episode, the guys open by reacting to All Star weekend and what worked vs. what didn't. They then touch upon several macro level topics around the NBA, including the future of the league and how fans engage with the product. Next, they pick their most intriguing teams heading into the second half, including the Mavericks, Suns, Pacers, and Magic.

Geeks Of The Valley
#93: Unveiling India's Macro Trends & Providing Valuable Insights for Foreign Investors with 2am VC's Brendan Rogers

Geeks Of The Valley

Play Episode Listen Later Feb 18, 2024 27:40


Brendan Rogers is the Co-Founder of 2am [VC], an early-stage India Fund. Previously, he co-founded Wag! (NASDAQ) PET, the largest pet platform in the US. Brendan is a respected advisor and mentor to numerous companies, accelerators, and universities globally. He is a sought-after speaker at major startup conferences worldwide and has appeared on top podcasts in the industry, gaining millions of views. Prior to Wag!, Brendan co-founded a social discovery service with 50 million users across 10 countries, which was acquired by IAC in 2014. His entrepreneurial journey reflects his dedication, innovation, and influence in the startup ecosystem. LinkedIn: https://www.linkedin.com/in/brendanprogers/ Website: https://www.2amvc.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/geeksofthevalley/support

The Wharton Moneyball Post Game Podcast
Moneyball Highlights: Sports Streaming & Macro Trends

The Wharton Moneyball Post Game Podcast

Play Episode Listen Later Jan 17, 2024 22:10


Wharton's Cade Massey, Eric Bradlow, Shane Jensen, and Adi Wyner speak with Ethan Strauss, sports writer and creator of House of Strauss, about macro trends in sports, the NFL streaming games on Peacock, and explains the meaning of "inventory sports." Hosted on Acast. See acast.com/privacy for more information.

Creating Wealth Real Estate Investing with Jason Hartman
2086: Unveiling the Macro Trends Shaping the Housing Market

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Dec 4, 2023 35:39


Jason discusses the impact of mortgage status on the US housing market and wealth distribution, highlighting the growing wealth gap and the formation of two socioeconomic classes due to approximately 40% of US homeowners not having a mortgage. He also touched on the performance of cyclical markets, particularly in luxury markets in Miami, New York, and California, attributing low sales volume to low inventory and high buyer demand. Lastly, he mentioned an upcoming cruise event and a monthly Zoom meeting for empowered investor pro members, in which they'll be talking about insurance for landlords against tenant damage. Then Bridger Pennington of FundLaunch.com interviews Jason Hartman for his show, Bullish with Bridger Pennington, where they discussed macroeconomics and the current state of the market. Jason expressed his bearish outlook due to the lowest housing affordability in 37 years and the tripling of the cost of money from the lows. Bridger praised Jason as an incredible guest and speaker, highlighting his previous talks at Fun Launch and the Black Card Summit, which were well-received by audiences. https://www.FundLaunch.com #bridgerpennington #RealEstateInsights #HousingMarketDecode #MarketTrendsUnveiled #PropertyInvestmentWisdom #FinancialFreedomJourney #DebunkingRealEstateMyths Key Takeaways: Jason's editorial 1:46 Share of mortgage-free homeowners hits all time high in 2022 6:02 Housing inventory plummets in most affluent US zip codes 9:40 Pirates in San Francisco 11:30 Invest in right-leaning, landlord friendly markets https://www.EmpoweredInvestor.com/empowered-investor-pro-community https://EmpoweredInvestorLive.com/Cruise Jason's interview with Bridger 15:01 Current state of the market 16:38 Hartman Comparison Index 18:31 Housing affordability and formation 22:45 Where we are in the market- mortgage delinquency 26:27 Stats: Mortgage vs. population 29:14 Median monthly mortgage payment, IIDD 31:43 Available US Single Family housing inventory   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Pick Six NFL Podcast
NFL Week 7 EARLY Look at the Lines: Odds, Picks, Predictions and Betting Advice

Pick Six NFL Podcast

Play Episode Listen Later Oct 16, 2023 68:15


Katie Mox, Will Brinson, Alex "Propstarz" Selelnick, and Emory Hunt preview early Week 7 odds. Intro (0:00) Macro Trends (1:03) Jaguars @ Saints (9:10) Browns @ Colts (13:32) Commanders @ Giants (17:44) Falcons @ Buccaneers (22:50) Bills @ Patriots (26:16) Raiders @ Bears (30:05) Lions @ Ravens (34:36) Steelers @ Rams (39:34) Cardinals @ Seahawks (42:30) Chargers @ Chiefs (47:44) Packers @ Broncos (53:45) Dolphins @ Eagles (59:05) 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

Pick Six NFL Podcast
NFL Week 6 EARLY Look at the Lines: Odds, Picks, Predictions and Betting Advice

Pick Six NFL Podcast

Play Episode Listen Later Oct 9, 2023 63:07


Katie Mox, Will Brinson, Alex "Propstarz" Selelnick, and Emory Hunt preview early Week 6 odds. Intro (0:00) Macro Trends (3:44) Broncos @ Chiefs (8:17) Ravens @ Titans (13:06) 49ers @ Browns (17:26) Commanders @ Falcons (22:24) Panthers @ Dolphins (27:37) Vikings @ Bears (33:57) Colts @ Jaguars (35:12) Saints @ Texans (39:34) Seahawks @ Bengals (42:10) Patriots @ Raiders (46:07) Lions@ Buccaneers (48:23) Cardinals @ Rams (51:57) Eagles @ Jets (54:32) Giants @ Bills (56:45) 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

Pick Six NFL Podcast
NFL Week 5 EARLY Look at the Lines: Odds, Picks, Predictions and Betting Advice

Pick Six NFL Podcast

Play Episode Listen Later Oct 2, 2023 64:47


Katie Mox, Will Brinson, Alex "Propstarz" Selelnick, and Emory Hunt preview early Week 5 odds. Intro (0:00) Macro Trends (3:06) Bears-Commanders (9:26) Jaguars-Bills (15:50) Texans-Falcons (21:07) Panthers-Lions (24:47) Titans-Colts (28:35) Giants-Dolphins (20:59) Ravens-Steelers (34:13) Saints-Patriots (38:36) Bengals-Cardinals (41:16) Eagles-Rams (45:13) Chiefs-Vikings (49:39) Jets-Broncos (53:34) Cowboys-49ers (55:28) Packers-Raiders (59:40) 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

Pick Six NFL Podcast
NFL Week 4 EARLY Look at the Lines: Odds, Picks, Predictions and Betting Advice

Pick Six NFL Podcast

Play Episode Listen Later Sep 25, 2023 65:42


#PickSixPodcast #WithTheFirstPick#PickSixPodcast #withthefirstpick #nfl #football #sports #nflpredictions #nflnews #afc #nfc #betting #nflbets #wagers #sportsbetting Katie Mox, Will Brinson, Alex "Propstarz" Selelnick, and Emory Hunt preview early Week 4 odds. Intro (0:00) Macro Trends (3:30) Lions-Packers (10:00) Falcons-Jaguars (13:33) Dolphins-Bills (20:16) Steelers-Texans (25:25) Rams-Colts (32:06) Vikings-Panthers (40:38) Buccaneers-Saints (46:00) Commanders-Eagles (48:45) Broncos-Bears (51:00) Ravens-Browns (54:39) Patriots-Cowboys (56:19) Cardinals-49ers (56:55) Raiders-Chargers (60:00) The Rest (1:00:45) 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