Podcasts about Magnificent Seven

In this episode of The Leader's Notebook (Ep. 291) from our seven-part series, The Magnificent Seven, I take you into the long, demanding life of Moses—a man called by God and shaped by struggle. From a baby hidden in the reeds to an old prophet standing before Pharaoh, Moses learned that God forms leaders slowly and uses them despite their fears, failures, and reluctance. We walk through the burning bush, the wilderness years, and the heavy burden of leading a stubborn people, discovering that true leadership is meekness—great authority restrained by obedience to God. Moses' life points us again and again to the grace of God, a grace that still flows even when the servant falters, and ultimately to Christ, the greater Deliverer, who bears the curse and brings us into freedom. Moses reminds us that God does His greatest work through surrendered lives, and that faithfulness matters more than brilliance or strength.– Dr. Mark Rutland Chapters (00:00:03) - The Leaders Notebook(00:00:25) - The Magnificent Seven(00:01:12) - Joseph the Desecrator(00:09:53) - Why Was Moses Named Moses?(00:13:37) - THE LIFE OF MOSES(00:21:46) - Meekness and God's Plan for Israel(00:27:28) - The healing power of the Cross(00:33:46) - Moses the Great

The Magnificent Seven er som navnet antyder storslåede - endnu. For mange frygter, at værdierne på de syv største IT-selskaber i USA er kunstigt pustet op. At en IT-boble er ved at være så stor, at den kan briste når som helst. Selskaber som OpenAI, Nvidia, Google og Meta har nemlig kastet sig ud i kapløb om kunstig intelligens, der er så kostbart, at det kan koste selv de største livet - endda på kort sigt. Hør Finans Global og bliv klogere på, hvorfor mange analytikere frygter verdens mest værdifulde selskaber kan være på vej ned i en dødsspiral, og hvad det vil betyde for økonomien og markederne, hvis sværvægterne bliver sendt til tælling Gæst: Thomas Høy, global korrespondent, Finans. Vært: Mads Ring. Foto: Dado Ruvic/Reuters/Illustration.See omnystudio.com/listener for privacy information.

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, is joined by Brandon Hobson and Paul for their quarterly deep dive into the stock market, global economy, and what dentists and practice owners should prepare for as 2026 approaches.The episode covers:The Federal Reserve's rate movements and expected leadership changeWhether the current AI wave is a bubble or a true productivity revolutionThe future relevance of the traditional 60/40 investment strategyHow economic shifts impact dentists' borrowing, practice finances, and patient spendingPractice CFO's investment outlook and positioning for 2026A must-listen for dental entrepreneurs and investors navigating today's unpredictable financial landscape.Key Topics & Takeaways1. Federal Reserve Update & Interest RatesCurrent Fed Funds Rate: 3.75%–4%, with another 0.25% cut expected soon.Kevin Hassett is the likely replacement for Jerome Powell in 2026 potentially a more politically influenced choice.Concerns about Fed independence rising due to political pressure.Rate cuts stimulate borrowing but risk inflation if overdone.Importance for dentists:Affects practice loans, buildouts, refinancing, and equipment financing.Impacts patient discretionary spending, especially in cosmetic dentistry.2. Stagflation Risk?Inflation appears stable around the mid-2% range.Unemployment creeping toward 4%.Risk emerges if inflation rises while unemployment increases = “stagflation.”Not yet alarming, but the rate of change is what matters.3. GDP & Economic StrengthU.S. GDP last reading (Q2): 3.8%, stronger than expected.Global GDP remains surprisingly strong despite trade tensions.Q3 & Q4 readings delayed due to government shutdown but expected to stay positive.4. AI: Bubble or Breakthrough?Big tech's AI infrastructure spend expected to hit $3 trillion by 2028.53% of investors believe we are in an AI bubble.OpenAI & NVIDIA valuations are 30–40× revenue, compared to Walmart at 1.3×.MIT study: 95% of companies currently see no ROI from AI.Major concerns:Revenue lag vs. massive AI investmentCircular funding structures (promising investments without cash to fulfill them)Big tech taking on debt to fund AI (Meta's off-balance-sheet financing)Parallel drawn to the dot-com era huge innovation + huge speculative hype.5. What About the Magnificent Seven?High valuations and interconnected dependence create contagion risk.NVIDIA's unusually high profit margins may attract new competition.Some tech (like Google, Meta) still offers strong fundamentals & cash flow.But investors should avoid blindly overweighting tech indexes.6. Is the Classic 60/40 Portfolio Back?After years of underperformance, value stocks and quality companies are regaining momentum.PracticeCFO's positioning:Lower tech exposure (15–18% vs. S&P 35–40%)Higher weight in value, quality, and cash-flow-focused companies20–40% international stocks for diversificationAI benefits will extend to all sectors consumer staples may monetize AI faster and cheaper than...

In this episode of The Leader's Notebook (Ep. 290) from our seven-part series, The Magnificent Seven, we explore the life and leadership of Joseph—the dreamer whose faith and character carried him through betrayal, slavery, and imprisonment to become the second most powerful man in Egypt. From the prophetic dreams God gave him as a youth to the fulfillment of those dreams decades later, Joseph's story illustrates how God orchestrates destiny through patience, integrity, and unwavering trust. I share practical insights on how to hold onto the dreams God places in your heart, how to persevere through setbacks, and how to recognize the divine timing in your life. Joseph's life teaches us that God's promises often arrive in ways we cannot yet comprehend, and that the power of a dream can transform both personal destiny and the course of nations.– Dr. Mark Rutland Chapters (00:00:03) - The Leaders Notebook(00:00:36) - Joseph's Life in Dreams(00:09:12) - Joseph the Despot: My Story(00:16:37) - Joseph the Jewish People(00:20:06) - The Dream of Your Life(00:25:27) - The Story of Purple Mountain Majorem(00:28:34) - Dreams and the power of them(00:34:03) - Mark Rutland on His(00:38:20) - The Greatest Dream Encourager of All Time(00:44:55) - A Little Girl's Dream(00:50:28) - God has a Dream for Your Life

Das sind unsere Themen:Der Wochen-Rückblick: Kommt da noch eine Jahresend-Rally? Und was bedeutet Trumps Liebe zum Verbrenner langfristig für deutsche Autobauer? (Min 01:55) /Deal or no deal: Netflix arbeitet an der Übernahme von Warner Bros. Ob das gut geht? (Min 09:25) /Wahre Größe: Walmart, der weltgrößte Einzelhändler feiert ein Comeback und wächst trotz Konsumflaute. (Min 16:07) /Der große Jahresrückblick: Petra und Timo ziehen Bilanz über ein herausforderndes Börsen-Jahr 2025 – von überraschenden Entwicklungen bei den „Magnificent Seven“ bis zum wachsenden Einfluss der Geopolitik. (Min 20:35) /Um folgende Aktien geht es unter anderem: Netflix (WKN: 552484), Warner Bros Discovery (WKN: A3DJQZ), Walmart (WKN: 860853), Oracle (WKN: 871460) und Novo Nordisk (WKN: A3EU6F).+++Keine Anlageberatung oder -empfehlung. Alle Angaben ohne Gewähr, diese stellen keinen Ersatz für eine professionelle und individuelle Beratung dar. Wertentwicklungen der Vergangenheit sind kein Indikator für zukünftige Wertentwicklung.+++Weitere Infos zu unseren Werbepartnern finden Sie hier: https://linktr.ee/aktienfuers_leben+++Vermögen aufbauen und Wirtschaft verstehen mit Capital+: https://angebot.capital.de/#digitale-angebote+++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://datenschutz.ad-alliance.de/podcast.html +++ Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html +++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://art19.com/privacy. Die Datenschutzrichtlinien für Kalifornien sind unter https://art19.com/privacy#do-not-sell-my-info abrufbar.

2025 was hella weird. The AI revolution is here whether we asked for it or not. This week, George K and George A reflect on the year and what it means for 2026.At AWS re:Invent, George A watched a machine create a custom fragrance and marketing campaign in real-time from a voice prompt. What does that portend for product prototyping, and scaled manufacturing?Could voice and natural language finally replacing typing as the primary interface? We're watching the biggest shift in human-computer interaction since the mouse.Worldwide AI adoption isn't hype anymore—it's happening and doing so unevenly. Some enterprises are getting serious and some are still noodling. The tools are maturing. The question shifted from "if" to "how do we do this responsibly."There are serious questions to answer. GPU lifecycles. The Magnificent Seven's circular financing models. The human cost of moving this fast. But that's the work—building technology that serves us instead of the other way around.The revolution came. Now comes the interesting part: what we actually build with it.2026 is going to be wild. We remain up to the challenge.Mentioned: Brookings Institution, “New data show no AI jobs apocalypse—for now” Discussed in further detail with Ethan Mollick on Your Undivided Attention Reid Hoffman's interview with Wispr Flow founder/CEO Tanay Kothari More on Coreweave's financing model at The Verge

On today's podcast:1) President Donald Trump raised potential antitrust concerns around Netflix Inc.’s planned $72 billion acquisition of Warner Bros. Discovery Inc., noting that the market share of the combined entity may pose problems.2) The Trump administration on Monday plans to unveil a long-awaited farm aid package, according to a White House official, offering $12 billion in assistance to a key base of support hit hard by low crop prices and the impact of the president’s tariff policies.3) Yardeni Research now recommends effectively going underweight the Magnificent Seven megacap technology stocks versus the rest of the S&P 500, expecting a shift in earnings growth ahead.See omnystudio.com/listener for privacy information.

In this episode of the Chuck ToddCast, Chuck examines the sweeping global and domestic implications of Trump’s increasingly personal, transactional approach to foreign policy. He breaks down how the administration has abandoned the post–Cold War order, embraced nationalist movements, sidelined democracy promotion, and even signaled security guarantees in exchange for favors — all while crafting a national security strategy full of dangerous gaps and warmly received by the Kremlin. Chuck then turns to the explosive revelations around Trump’s pattern of selling pardons for loyalty, spotlighting the Henry Cuellar episode as a case study in this mob-style political culture. The conversation also touches on Marjorie Taylor Greene’s recent media tirades and her emerging position as a potential “true MAGA” contender in 2028, before wrapping with a look at the historically low approval of all four congressional leaders and why a dramatic leadership reshuffling by 2029 wouldn’t be surprising. Then, Chuck sits down with Jared Bernstein — veteran economic adviser to both the Obama and Clinton administrations — for a sweeping, candid breakdown of the American economy, why the data and national mood feel so misaligned, and how technological change is reshaping the labor market. Bernstein explains how the White House approached economic tradeoffs, from inflation and tariffs to the stubborn low-hire, low-fire job market. He and Chuck dig into the uncertainty surrounding AI-driven job displacement, why Americans are more skeptical of AI than peers abroad, and how policymakers failed to build guardrails around the harms of social media. Bernstein argues that a federal jobs guarantee would be far more effective than universal basic income, and that political candidates will increasingly need to get tough on tech as the power of the “Magnificent Seven” distorts markets and discourages regulation. The conversation then turns to the structural failures of America’s healthcare system — from inelastic demand to weak cost controls — and why “Medicare for more” could be a practical starting point for reform. Bernstein outlines the entrenched inefficiencies of employer-based coverage, the rise of contract work, and the political salience but poor targeting of policies like “no tax on tips.” He also discusses the missed opportunity to protect the expanded child tax credit, the flaws in Trump’s proposed baby bond program, and the broader need for progressive taxation rather than philanthropy by billionaires. Finally, Chuck and Jared confront the realities of the national debt in an era of higher interest rates, the feasibility of reviving a robust child tax credit, and whether new supports — like credits for childcare or elder care — could help families navigate an affordability crisis that shows no sign of easing. Finally, Chuck hops into the ToddCast Time Machine to revisit the history of the United States relationship with China and the unintended consequences that came with it. He also answers listeners’ questions in the “Ask Chuck” segment and recaps the college football playoff selection. Get your wardrobe sorted and your gift list handled with Quince. Don't wait! Go to https://Quince.com/CHUCK for free shipping on your order and 365-day returns. Now available in Canada, too! Go to https://getsoul.com & enter code TODDCAST for 30% off your first order. Got injured in an accident? You could be one click away from a claim worth millions. Just visit https://www.forthepeople.com/TODDCAST to start your claim now with Morgan & Morgan without leaving your couch. Remember, it's free unless you win! Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/chuck. Application times may vary. Rates may vary. Timeline: (Timestamps may vary based on advertisements) 00:00 Chuck Todd’s introduction 05:00 Trump doesn’t want the U.S. to be the leader of the free world 06:15 Administration rejects post cold war world order 07:30 Foreign policy will be subjective based on Trump’s personal relationships 08:15 There is no more value judgement on who the US does business with 09:15 Administration is proving to be very anti-EU 10:00 Administration signals support for other nationalist movements 12:30 Trump has never believed U.S. should promote democracy 13:30 There are plenty of holes in the national security strategy 14:15 Qatari plane bribe led to NATO like security guarantee 15:30 American presidents should believe in democracy 16:45 Trump’s retreat from the world will create generational damage 17:45 The new security memo was loved by the Kremlin 18:30 Trump mad at Henry Cueller for not changing parties after pardon 19:15 Trump is clearly selling pardons in exchange for money or support 21:15 Trump’s primary complaint with Cueller was “lack of loyalty” 23:00 Trump seemingly thought pardon was in exchange for something 25:30 There should be far more outrage over the weekly sale of pardons 26:30 Marjorie Taylor-Greene blasts GOP lawmakers in 60 minutes interview 27:30 MTG believed the BS & is now finally realizing it’s BS 28:30 MTG could become the “true MAGA” candidate in 2028 29:00 All 4 congressional leaders are incredibly unpopular 30:30 Congressional GOP could use a leadership shakeup 31:15 Schumer & Jeffries are looking over their shoulders 33:15 It wouldn’t be surprising if all four leaders are gone by 2029 41:00 Jared Bernstein joins the Chuck ToddCast 41:30 Jared worked for both the Obama & Clinton administrations 43:15 Drafting economic policy that has the most upside, least downside 44:15 The economic data doesn’t match the vibe of the country 45:15 The Biden WH talked past the electorate but didn’t lie about economy 46:45 Biden thought the job market was most important economic indicator 49:30 Inflation has been stubborn, how long did you assume we’d have it? 51:15 Tariffs have contributed to about half a point of inflation 52:00 Inflation during Covid was a combo of low supply & high demand 53:45 Should the fed be focusing on inflation or the jobs market? 55:30 AI isn’t causing mass layoffs yet, but it has frozen hiring 56:30 We’re stuck in a low hire, low fire jobs market 57:45 Technology displaces the most workers during economic downturns 59:45 How can we avoid job displacement destruction from AI? 1:01:15 Americans are far more negative on AI than other western nations 1:02:30 Politicians failed to create guardrails for the harms of social media 1:03:15 We don’t know the extent of how AI will displace jobs 1:04:15 Government should offer a federal jobs guarantee for AI displaced jobs 1:05:30 Universal basic income pales in comparison to a jobs guarantee 1:07:15 Getting tough on tech will be critical to successful political candidates 1:08:30 Tech companies threaten regulators with exiting the country 1:09:30 Breaking up tech’s power has appeal on both sides of the aisle 1:10:00 Market cap of the magnificent 7 is 22 trillion dollars 1:12:00 The S&P 500 minus the magnificent 7 is basically flat 1:13:45 Non-profit hospital systems make more money than for profit ones 1:14:30 Leaving healthcare to the free market doesn’t work well & is expensive 1:15:15 Healthcare isn’t shoppable and demand is inelastic 1:16:45 The only healthcare solution from congress is subsidizing insurance 1:17:30 The ACA did a lot to control healthcare spending, but not enough 1:18:15 We have very few cost controls in our healthcare system 1:19:00 “Medicare for more” would be a great place to start fixing the system 1:20:15 Competition in the health insurance market has been insufficient 1:21:00 Health insurers don’t want to compete with government, will fight hard 1:22:00 Medicare won’t be free but considerably cheaper than private market 1:22:45 Will a shorter work week be realized in the age of AI? 1:23:45 Social welfare is too often correlated to GDP 1:24:30 A shorter work week isn’t feasible during an affordability crisis 1:26:15 Employer based healthcare system is deeply rooted, but inefficient 1:27:30 Companies have pivoted to contract work to avoid paying benefits 1:28:30 The salience of the “No Tax On Tips” policy 1:30:45 No tax on tips is poorly targeted and inefficient, but will be hard to repeal 1:31:30 Biden should have “died on the hill” protecting the child tax credit 1:33:30 Trump’s baby bond program is poorly targeted & exacerbates inequality 1:35:30 Government shouldn’t rely on philanthropy by billionaires & tax progressively 1:37:15 Raising the corporate tax was always a nonstarter in administration meetings 1:38:15 We’re at a dangerously unsustainable level of national debt 1:39:15 Higher interest rates are making the debt much harder to sustain 1:40:00 A child tax credit is feasible, but needs a pay for 1:41:00 The childcare industry is very responsive to demand 1:41:45 Could we see a “home care” credit for both kids or seniors 1:45:45 ToddCast Time Machine December 1978, 2001, 2025 1:46:30 Jimmy Carter announce normalization of relations with China 1:47:30 Kissinger praised bringing Beijing closer, Goldwater was furious 1:48:15 Business community was ecstatic 1:49:30 In 2001, China joins the WTO: hinge moment of globalization 1:50:30 Democrats & Republicans agreed on China in 2001 1:52:15 Consumers & business loved cheaper good from China 1:53:00 Bush & Gore both had the same view of China 1:53:45 Populists warned of job losses and economic pain 1:54:30 What if US had blocked China’s entry to the WTO? 1:56:15 China is now viewed as a permanent strategic rival 1:57:30 US made a bet they could promote reform in Beijing and failed 1:58:15 Bets on China reshaped the U.S. more than China 1:59:00 Ask Chuck 1:59:15 Why don’t national democrats want to be in Iowa? 2:02:15 How did Obama hurt the DNC beyond endorsing Hillary? 2:06:30 Which member of each branch would be better in another branch? 2:12:00 Could lack of a primary in 2024 lead to broader election reforms? 2:14:30 College football roundupSee omnystudio.com/listener for privacy information.

On this episode of the Chuck ToddCast, Chuck sits down with Jared Bernstein — veteran economic adviser to both the Obama and Clinton administrations — for a sweeping, candid breakdown of the American economy, why the data and national mood feel so misaligned, and how technological change is reshaping the labor market. Bernstein explains how the White House approached economic tradeoffs, from inflation and tariffs to the stubborn low-hire, low-fire job market. He and Chuck dig into the uncertainty surrounding AI-driven job displacement, why Americans are more skeptical of AI than peers abroad, and how policymakers failed to build guardrails around the harms of social media. Bernstein argues that a federal jobs guarantee would be far more effective than universal basic income, and that political candidates will increasingly need to get tough on tech as the power of the “Magnificent Seven” distorts markets and discourages regulation. The conversation then turns to the structural failures of America’s healthcare system — from inelastic demand to weak cost controls — and why “Medicare for more” could be a practical starting point for reform. Bernstein outlines the entrenched inefficiencies of employer-based coverage, the rise of contract work, and the political salience but poor targeting of policies like “no tax on tips.” He also discusses the missed opportunity to protect the expanded child tax credit, the flaws in Trump’s proposed baby bond program, and the broader need for progressive taxation rather than philanthropy by billionaires. Finally, Chuck and Jared confront the realities of the national debt in an era of higher interest rates, the feasibility of reviving a robust child tax credit, and whether new supports — like credits for childcare or elder care — could help families navigate an affordability crisis that shows no sign of easing. Get your wardrobe sorted and your gift list handled with Quince. Don't wait! Go to https://Quince.com/CHUCK for free shipping on your order and 365-day returns. Now available in Canada, too! Go to https://getsoul.com & enter code TODDCAST for 30% off your first order. Got injured in an accident? You could be one click away from a claim worth millions. Just visit https://www.forthepeople.com/TODDCAST to start your claim now with Morgan & Morgan without leaving your couch. Remember, it's free unless you win! Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/chuck. Application times may vary. Rates may vary. Timeline: 00:00 Jared Bernstein joins the Chuck ToddCast 00:30 Jared worked for both the Obama & Clinton administrations 02:15 Drafting economic policy that has the most upside, least downside 03:15 The economic data doesn’t match the vibe of the country 04:15 The Biden WH talked past the electorate but didn’t lie about economy 05:45 Biden thought the job market was most important economic indicator 08:30 Inflation has been stubborn, how long did you assume we’d have it? 10:15 Tariffs have contributed to about half a point of inflation 11:00 Inflation during Covid was a combo of low supply & high demand 12:45 Should the fed be focusing on inflation or the jobs market? 14:30 AI isn’t causing mass layoffs yet, but it has frozen hiring 15:30 We’re stuck in a low hire, low fire jobs market 16:45 Technology displaces the most workers during economic downturns 18:45 How can we avoid job displacement destruction from AI? 20:15 Americans are far more negative on AI than other western nations 21:30 Politicians failed to create guardrails for the harms of social media 22:15 We don’t know the extent of how AI will displace jobs 23:15 Government should offer a federal jobs guarantee for AI displaced jobs 24:30 Universal basic income pales in comparison to a jobs guarantee 26:15 Getting tough on tech will be critical to successful political candidates 27:30 Tech companies threaten regulators with exiting the country 28:30 Breaking up tech’s power has appeal on both sides of the aisle 29:00 Market cap of the magnificent 7 is 22 trillion dollars 31:00 The S&P 500 minus the magnificent 7 is basically flat 32:45 Non-profit hospital systems make more money than for profit ones 33:30 Leaving healthcare to the free market doesn’t work well & is expensive 34:15 Healthcare isn’t shoppable and demand is inelastic 35:45 The only healthcare solution from congress is subsidizing insurance 36:30 The ACA did a lot to control healthcare spending, but not enough 37:15 We have very few cost controls in our healthcare system 38:00 “Medicare for more” would be a great place to start fixing the system 39:15 Competition in the health insurance market has been insufficient 41:00 Health insurers don’t want to compete with government, will fight hard 42:00 Medicare won’t be free but considerably cheaper than private market 42:45 Will a shorter work week be realized in the age of AI? 43:45 Social welfare is too often correlated to GDP 44:30 A shorter work week isn’t feasible during an affordability crisis 46:15 Employer based healthcare system is deeply rooted, but inefficient 47:30 Companies have pivoted to contract work to avoid paying benefits 48:30 The salience of the “No Tax On Tips” policy 50:45 No tax on tips is poorly targeted and inefficient, but will be hard to repeal 51:30 Biden should have “died on the hill” protecting the child tax credit 53:30 Trump’s baby bond program is poorly targeted & exacerbates inequality 55:30 Government shouldn’t rely on philanthropy by billionaires & tax progressively 57:15 Raising the corporate tax was always a nonstarter in administration meetings 58:15 We’re at a dangerously unsustainable level of national debt 59:15 Higher interest rates are making the debt much harder to sustain 1:00:00 A child tax credit is feasible, but needs a pay for 1:01:00 The childcare industry is very responsive to demand 1:01:45 Could we see a “home care” credit for both kids or seniorsSee omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) JPMorgan Chief Executive Officer Jamie Dimon called out slow bureaucracy in Europe in a warning that a “weak” continent poses a major economic risk to the US.(2) Keir Starmer will host Ukrainian President Volodymyr Zelenskiy in London on Monday as the UK prime minister and other key European leaders seek to steer US-led peace talks toward a resolution that protects Ukraine from the prospect of future Russian aggression.(3) US President Donald Trump raised potential antitrust concerns around Netflix’s planned $72 billion acquisition of Warner Bros. Discovery, noting that the market share of the combined entity may pose problems(4) Yardeni Research now recommends effectively going underweight the Magnificent Seven megacap technology stocks versus the rest of the S&P 500, expecting a shift in earnings growth ahead.(5) UK homes worth more than £2 million ($2.7 million) could drop about 5% in value next year as the market adjusts to a so-called mansion tax, according to forecasts from Hamptons. Podcast Conversation: The Games Wall Street PlaysSee omnystudio.com/listener for privacy information.

CNBC and MSNBC commentator Ron Insana joins Michael to break down what's really driving the stock market — and why most investors aren't feeling the gains. From the soaring dominance of the “Magnificent Seven” tech giants to fears of an AI-fueled bubble, Insana explains the risks, the misconceptions, and how everyday Americans should think about investing in a highly concentrated market. They also tackle AI job displacement, universal basic income, Nvidia's explosive rise, and the surprising decline in what it means to be “wealthy” today. Original air date 4 December 2025. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kearabilwe Nonyana of PrimeXTB runs us through the day's market moves, the rand pulling focus, a weaker dollar, US jobs data, stock valuations, the ‘Magnificent Seven', local profit taking, and expectations for how 2025 might close. SAfm Market Update - Podcasts and live stream

What do get when you cross STAR WARS, SEVEN SAMURAI and THE MAGNIFICENT SEVEN with Roger Corman, John-Boy Walton, sexy Viking ladies and spaceships that resemble parts of the human anatomy?   You've guessed it -- BATTLE BEYOND THE STARS (1980), up next on the latest episode of CITIZEN FRAME! Enjoy! #RogerCorman #SybilDanning #RobertVaughn #GeorgePeppard #JohnSaxon #DarlanneFluegel #RichardThomas

In this episode of The Leader's Notebook (Ep. 289), I open our new series, The Magnificent Seven, by turning our attention to Abraham—the first great patriarch and the man through whom God began the redemptive story that shapes all of Scripture. Abraham stands at the headwaters of biblical history, yet he emerges from a pagan culture with no prior record of faith, only a heart somehow attuned to the voice of God. That alone is a profound leadership lesson: God speaks to those who will listen. In this teaching, I explore Abraham's courageous obedience, his willingness to step into the unknown, and the leadership strength that caused entire households to follow him simply because he trusted the word of the Lord. At the same time, Abraham's failures—his impatience, his missteps, his attempts to force God's promise—offer sober warnings for every leader. His life reminds us that obedient faith, not human strategy, is the pathway to God's best. Join me as we learn from the strengths and shortcomings of this remarkable man and consider what real spiritual leadership requires in our own time.– Dr. Mark Rutland Chapters (00:00:03) - The Leaders Notebook(00:00:25) - 7 characteristics of the 7 people in the Bible(00:08:38) - Abram's Obedient Faith(00:11:29) - Abram the Desecrator(00:14:19) - Abram the Jew and Lot(00:20:32) - The Sin of Sodom(00:27:52) - Abraham and the Jews(00:28:19) - God's Mercy for Abram and His People(00:36:56) - God's challenges in our life(00:39:11) - Abraham's Final Test of His Life

Over the last couple of years, massive AI investment has largely kept the stock market afloat. Case in point: the so-called Magnificent 7 – tech companies like NVIDIA, Meta, and Microsoft – now account for more than a third of the S&P 500's value. (Which means they likely represent a significant share of your investment portfolio or pension fund, too.)There's little doubt we're living through an AI economy. But many economists worry there may be trouble ahead. They see companies like OpenAI – valued at half a trillion dollars while losing billions every month – and fear the AI sector looks a lot like a bubble. Because right now, venture capitalists aren't investing in sound business plans. They're betting that one day, one of these companies will build artificial general intelligence.Gary Marcus is skeptical. He's a professor emeritus at NYU, a bestselling author, and the founder of two AI companies – one of which was acquired by Uber. For more than two decades, he's been arguing that large language models (LLMs) – the technology underpinning ChatGPT, Claude, and Gemini – just aren't that good.Marcus believes that if we're going to build artificial general intelligence, we need to ditch LLMs and go back to the drawing board. (He thinks something called “neurosymbolic AI” could be the way forward.)But if Marcus is right – if AI is a bubble and it's about to pop – what happens to the economy then?Mentioned:The GenAI Divide: State of AI in Business 2025, by Project Nanda (MIT)MIT study finds AI can already replace 11.7% of U.S. workforce, by MacKenzie Sigalos (CNBC)The Algebraic Mind, by Gary MarcusWe found what you're asking ChatGPT about health. A doctor scored its answers, by Geoffrey A. Fowler (The Washington Post) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets feel noisy right now, and investors are asking sharper questions than usual. In this episode of Off The Wall, Nate W. Tonsager, CIPM® and David B. Armstrong, CFA open with the surge in tech valuations and the unusual weight a handful of companies now hold inside the S&P 500. We'll hear about what that concentration means for volatility, why some portfolios feel out of sync with the index, and how listeners can think about risk when the market feels lopsided. Next, they talk about the current labor environment, which is a mix of hiring freezes and productivity changes, and what those signals might suggest for the next stretch of the economic cycle. They reflect on the themes from Warren Buffett's final shareholder letter and the kind of mindset that helps people stay steady through big market swings. Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights: 0:00 - Welcome And AMA Setup 3:23 - Why Tech Valuations Drive Volatility 6:56 - Index Concentration And Investor Tradeoffs 13:30 - PE Ratios, Magnificent Seven, And Earnings Power 19:45 - Risk Management Over Chasing Returns 26:06 - Grading The Labor Market:  31:05 - Layoff Data, AI Productivity, And Hiring 34:00 - Fire Drills For Portfolio Risk   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "Off the Wall":    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our host Dave Armstrong on our website at https://monumentwealthmanagement.com

David Clark chats to one of Australia's most respected, and quietly one of its most exceptional, investors, Paul Moore, Founder and Chief Investment Officer of PM Capital. For more than four decades, Paul has built a reputation for exceptional long-term performance, deep fundamental research, and a rare ability to remain steadfastly contrarian when markets become euphoric or fearful. His flagship Global Companies Fund has delivered a remarkable compounding track record, most recently over 26% per annum for investors over the last five years, achieved without owning the Magnificent Seven, a feat almost unheard of in today's market environment. Paul shares: * The DNA of a great investor: why temperament, patience, and an ability to stand alone matter more than ever. * Lessons from 40 years in markets, from running a US equity fund as a 20-something to navigating booms, busts, and every style cycle in between. * Why value is the only thing that matters, and why so many investors misunderstand what “value” truly means. * The psychology of contrarianism and how to maintain conviction when the world is telling you you're wrong. * Sector and stock opportunities he sees right now, including European banks, global industrials, drug companies, and high-quality franchises trading at meaningful discounts. * His candid take on AI, FOMO, global imbalances, geopolitics, inflation, and why he believes investors need to temper return expectations in the decade ahead. * Why he partnered with Regal, how it extends his investing life, and why he intends to keep managing money “until the day I die.” Paul's blend of humility, blunt realism, and deep conviction makes him one of the truly distinctive voices in global equity investing.

(00:00) Intro (03:03) Come interpretare i conti e gli investimenti delle Magnificent Seven (33:52) Witkoff prova a svendere l'Ucraina, ma non riesce neanche in quello (50:41) L'Autorità della Privacy senza autorità e senza privacy Questo episodio è supportato da Edenred: le soluzioni welfare per la crescita delle aziende e il benessere dei dipendenti Firma la proposta di legge di iniziativa popolare per chiedere una legge sul voto fuorisede: ⁠⁠https://shor.by/zQ5D⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

We will dig into the market's obsession with the “Magnificent Seven” tech giants, the hidden concentration risk in many portfolios, and how to rebalance without missing out on innovation.Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Old Dominion Freight Line, Inc. (ODFL), “Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?”, iShares Top 20 U.S. Stocks ETF (TOPT), The Crypto Fall, Medical Properties Trust, Inc. (MPW), Micron Technology, Inc. (MU), Start Taking Equity, Rolls-Royce Holdings Plc (RYCEY), The Housing Market.Get an exclusive 5% discount on NordProtect plans. ➼ Go to: https://nordprotect.com/investalk and use the code investtalk at checkout.Take back your personal data with Incogni! Use code investtalk at the link below and get 60% off annual plans: https://incogni.com/investtalkOur Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Liz Peek Liz Peek discusses the "AI bubble," noting the Magnificent Seven stocks are priced to perfection amidst concerns that massive investments may not yield adequate returns, observes that although the market is "risk off" the US economy seems "okay" according to data points, and expresses alarm about New York Mayor-Elect Mamdani, a socialist without management expertise who is surrounding himself with ideologues, including Hassan Sheheryar, his transition director, who is "clearly anti-Semitic" and anti-Israel, raising significant concerns for the city.E

CONTINUED ALSO NYC MAYORALTY Liz Peek Liz Peek discusses the "AI bubble," noting the Magnificent Seven stocks are priced to perfection amidst concerns that massive investments may not yield adequate returns, observes that although the market is "risk off"...

SHOW  11-18-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1894 "THE ANGEL OF THE REVOLUTION" THE SHOW BEGINS IN THE DOUBTS ABOUT GAZA. FIRST HOUR 9-915 Liz Peek Liz Peek discusses the "AI bubble," noting the Magnificent Seven stocks are priced to perfection amidst concerns that massive investments may not yield adequate returns, observes that although the market is "risk off" the US economy seems "okay" according to data points, and expresses alarm about New York Mayor-Elect Mamdani, a socialist without management expertise who is surrounding himself with ideologues, including Hassan Sheheryar, his transition director, who is "clearly anti-Semitic" and anti-Israel, raising significant concerns for the city.E 915-930 CONTINUED 930-945 Judy Dempsey Judy Dempsey addresses the rising costs and future decline of the global cocoa crop, linking it to transcontinental climate change caused by Amazon deforestation, criticizes the EU and NATO for reacting too slowly and lacking strategic vision concerning the Ukraine war and defense, notes European military infrastructure is inadequate for rapid deployment forcing reliance on ships instead of trains, and observes that while the Russian threat is understood by most member states, political fumbling in Germany is allowing the anti-NATO, pro-Russia AfD party to gain significant ground. 945-1000 Gregory Copley Gregory Copley discusses the US military presence off Venezuela, noting President Trump seeks a negotiated outcome with Maduro to avoid long-term intervention, covers Mohammed bin Salman's influence in the Abraham Accords and the challenge posed by Turkey-backed Hamas, analyzes the symbolic rail sabotage in Poland questioning Russian involvement, and addresses the declining viability of NATO's Article 5 and the potential for King Charles III to intervene in UK political chaos. SECOND HOUR 10-1015 Charles Burton Charles Burton discusses his book, The Beaver and the Dragon, illustrating China's fundamental untrustworthiness and statistical manipulation, which has intensified under centralized leadership, noting Canada's past cooperation with China's National Bureau of Statistics (NBS) failed as officials often falsely reported data, and despite historical deception and security risks, there is a push in Canada to increase trade with China to offset trade issues with the United States, with Burton cautioning that trusting the Chinese Communist Party has always "gone badly wrong." 1015-1030 CONTINUED. 1030-1045 Jonathan Schanzer Jonathan Schanzer discusses Crown Prince Mohammed bin Salman (MBS), calling him a deeply flawed but essential leader driving Saudi modernization and normalization with Israel, with a "pathway to a Palestinian state" as the current diplomatic objective, emphasizing that resolving the Gaza situation and achieving broader peace hinges on eliminating Hamas, while the region faces long-term challenges from Iran and Turkey, the latter complicating Israel's security operations in chaotic Syria, with the UN endorsement of the Trump 20-point plan for Gaza reconstruction considered a landmark win. 1045-1100 CONTINUED CONTINUED KING CHARLES THIRD HOUR 1100-1115 Gregory Copley Gregory Copley discusses the US military presence off Venezuela, noting President Trump seeks a negotiated outcome with Maduro to avoid long-term intervention, covers Mohammed bin Salman's influence in the Abraham Accords and the challenge posed by Turkey-backed Hamas, analyzes the symbolic rail sabotage in Poland questioning Russian involvement, and addresses the declining viability of NATO's Article 5 and the potential for King Charles III to intervene in UK political chaos. 1115-1130 CONTINUED MBS 1130-1145 CONTINUED KING CHARLES 1145-1200 CONTINUED FOURTH HOUR 12-1215 Mary Kissel Mary Kissel addresses three foreign policy dilemmas: regarding Venezuela, the US military buildup is seen as leverage to force dialogue with Maduro following a successful playbook used against North Korea; in Europe, she notes a dichotomy between committed Eastern European states and "weaker lazier" Western powers regarding support for Ukraine; and the China dilemma involves whether to treat Beijing as a legitimate trading partner or an enemy narco-terrorist state responsible for exporting fentanyl precursors, with Kissel suggesting current US policy is confused and benefits the CCP. 1215-1230 1230-1245 oseph Sternberg Joseph Sternberg analyzes the BBC political bias scandal, which is significant because the BBC is "omnipresent" and arranges the "mental furniture for British society," noting the BBC, funded largely by a mandatory license fee, faced allegations ranging from deceptive editing of President Trump's remarks to the Arabic service pushing Hamas propaganda potentially fueling anti-Semitism, while domestically discussing the UK Labour Party's dilemma over controversial immigration policies to control illegal channel crossings, a crisis that has strengthened Nigel Farage's Reform party. 1245-100 AM

Follow Us on Substack:https://excessreturnspod.substack.com/In this episode, we sit down with Rob Arnott for a wide-ranging discussion on bubbles, valuations, AI spending, market history, index construction, and long-term return expectations. Rob explains how to think about bubbles in real time, why today's market echoes the late 1990s, and what investors can practically do to improve future returns. He also digs into Research Affiliates' latest work on fundamental indexing, growth investing, and the opportunities in international and emerging markets.Topics covered:• How Rob defines a bubble and why narrative drives market pricing• Lessons from the dot-com era that apply to today's AI-driven market• Why disruptors eventually get disrupted• Practical portfolio steps for investors concerned about concentration• Why value stocks remain historically cheap• CapEx vs R and D and what history says about future returns• The role of AI spending and why many companies struggle to monetize it• How AI may reshape industries and who the real long-term winners could be• Index construction flaws and how RA's RAFI and RACWI approaches differ• A new way to build growth indexes using actual business growth• Why expensive companies with slow growth are the worst quadrant to own• Insights on emerging markets, international value, and forward return expectations• How Rob invests personally and what he sees as the best long-term opportunitiesTimestamps:00:00 Defining bubbles and why narrative matters02:00 Are we in a bubble today06:20 Lessons from the dot-com boom12:00 What investors can practically do now14:00 Value, RAFI, and rebalancing alpha17:00 AI CapEx and its historical parallels20:30 Who benefits most from AI23:00 Disruption, technology cycles, and productivity35:00 Reinventing index construction40:00 A new way to define and weight growth stocks43:30 The problem with expensive slow-growth companies46:00 Magnificent Seven through the growth lens52:00 Rob's outlook on emerging markets55:00 Why the US is priced for perfection57:00 Averaging out and trimming expensive winners58:00 New research and future product ideas from RA59:00 Rob's personal portfolio approach and long-short ideas01:00:20 Closing thoughts and outlook

Buck Klintworth, senior vice president and portfolio manager at Chase Investment Counsel, says the market isn't looking like it will make dramatic moves before the end of the year, but he does expect a "small correction." Because he believes that the underpinnings for the economy are solid and forces like the artificial intelligence boom are backstopping the market, he expects that correction to be a buying opportunity for investors. Tani Fukui, senior director for global economic and market strategy for MetLife Investment Management, says she expects the Federal Reserve to follow through with rate cuts — even as the market seemed to waver in its confidence in cuts on Thursday — and that the move and the coming rate-cut cycle will help the U.S. economy avoid a recession. Josh Duitz, global head of income for Aberdeen — manager of the Aberdeen Total Dynamic Dividend Fund — talks about where he is finding success in generating elevated income at a time when rate cuts are making it harder for investors to earn easy yields. Duitz discusses international investing and whether the rally overseas can continue in the face of reduced currency impacts, where high-flyers like the Magnificent Seven stocks fit in with his portfolio (or don't), and which sectors he is finding most attractive right now. Beth Pinsker, financial planning columnist at MarketWatch, discusses her recent piece on what the release of new tax brackets for 2026 means for investors who are considering Roth IRA conversions. Pinsker notes that the bracket changes will change the math, especially for people who were on the fence about whether a conversion could be worthwhile.

On this episode of the podcast Phillip is joined for the first time by Frank Hannen from Aventura's World podcast, and a frequent guest on The Church of Tarantino Podcast. Phillip starts the show by giving the general information about The Godfather with some trivia sprinkled in. It's then time for Listener' Opinions from Twitter, Instagram, and Facebook. Then Phillip and Frank discuss the classic 1972 movie The Godfather. It's a fun discussion. Phillip then asks whether they noticed anything from the movie that Tarantino might of liked or used in a film. Then they individually rate the movie. They then discuss whether they would buy this movie, rent it, or find it for free. It's then time for Phil's Film Favorite of the Week; The Magnificent Seven (1960). Phillip then promotes next week's SPECIAL EPISODE, an interview with director Sam Firstenberg (American Ninja, Revenge of the Ninja, Breakin' 2: Electric Boogaloo, Avenging Force, etc.).Frank Hannen's podcast: https://podcasts.apple.com/us/podcast/aventuras-world/id1733891852

Josh Duitz, Global Head of Income for Aberdeen — Manager of the Aberdeen Total Dynamic Dividend Fund — talks about where he is finding success in generating elevated income at a time when rate cuts are making it harder for investors to earn easy yields. Duitz discusses international investing and whether the rally overseas can continue in the face of reduced currency impacts, where high-flyers like the Magnificent Seven stocks fit in with his portfolio (or don't), and which sectors he is finding most attractive right now. 

39 procent. Dat is hoeveel winstgroei Disney ziet bij hun streamingafdeling. 12,5 miljoen mensen kozen afgelopen kwartaal voor een abonnement op Disney+ of Hulu. Ook bij de afdeling die over de pretparken, de cruisereizen en de merchandise gaat is het feest. Dus deelt Disney cadeautjes uit. Meer aandeleninkoop, en meer dividend. Maar toch zijn beleggers niet tevreden. Die zien vooral een terugloop in advertentie-inkomsten bij de tv-kanalen. Zijn beleggers verwend? Dat vragen we ons deze aflevering af. Dan gaat het ook over modehuis Burberry. Dat heeft eindelijk de smaak weer te pakken. Sinds de pandemie verschraalden de verkopen in China, maar er is weer sprake van groei! Maar is dat te danken aan de nieuwe strategie van Burberry, of hebben ze gewoon weer de wind in de rug in de hele sector? En je hoort over de zorgen van de Autoriteit Financiële Markten. Die ziet 'grote, complexe en ondoorzichtige risico's' door de enorme invloed van techbedrijven op die markten. En tot slot nog een prettig bericht, want je hoeft voorlopig het woord 'shutdown' niet meer te horen. See omnystudio.com/listener for privacy information.

Should the S&P go higher? Today we discuss that and more in this wide-ranging episode. We talk the markets, and warn that investors often cling to bad positions instead of reassessing when wrong, noting that current valuations are stretched and the market appears overextended. There is rising corporate caution during earnings season, weak performance among consumer staples and cyclicals, and the growing dominance of the "Magnificent Seven" tech stocks in driving the S&P 500's gains. AI-related capital expenditures and record margin debt levels suggest heightened risk, so you should remain defensive and patient as market conditions soften despite entering a historically strong seasonal period. We discuss...  New York City's election of a socialist-leaning mayor and question how it might impact the city's historically capitalist foundation. Drawing a parallel to investing, we stress the need to reassess assumptions when investments go against you instead of clinging to them. The current market is overextended, with valuations significantly above historical trends and a concentration in a few large tech stocks. Consumer cyclicals and staples, normally defensive areas, have underperformed, suggesting caution for risk-averse investors. The "Magnificent Seven" tech stocks are disproportionately driving the S&P 500's performance, masking weakness in the broader market. AI-related capital expenditures are rising sharply, but returns on these investments remain minimal, highlighting potential overhype. Margin debt has reached record levels, indicating elevated risk if market sentiment shifts. Earnings season shows that even companies beating expectations may see stock declines, signaling that much of the positive news is already priced in. Weak market breadth—many stocks declining while a few outperform—indicates fragility and higher potential volatility. While a correction is possible, seasonal trends historically make late November through January a strong period for markets. Inflation is picking up modestly, while interest rates are being lowered, creating a complex environment for fixed-income investors. Private credit and real estate markets are showing early signs of stress, particularly as products are increasingly marketed to retail investors. Investors are advised to watch for opportunities in mispriced assets but remain cautious due to market overvaluation and potential downside risks. Overall, the discussion emphasizes patience, caution, and careful risk management amid uncertainty in politics, markets, and emerging technologies.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/should-the-sp-500-go-higher-763 

Een paar maanden geleden was het nog ABN Amro zelf die op de snijtafel lag. Het Belgische KBC zou het willen overnemen. Maar nu zijn de rollen omgedraaid, en is ABN degene die het opslokken doet. Voor een kleine miljard euro nemen ze het Haagse NIBC over van eigenaar Blackstone. Een kans om ABN Amro sterker te maken in de Nederlandse markt. En zeker geen beschermingsconstructie tegen een mogelijke overname door KBC, zegt topvrouw Marguerite Bérard. Maar of ze de waarheid spreekt? Dat zoeken we deze aflevering uit. We hebben het ook over de S&P 500. Die heeft voorlopig z'n beste jaren wel even gehad, denkt zakenbank Goldman Sachs. Ze denken dat de Amerikaanse index een mager decennium tegemoet gaat, met maar zo'n 6 procent stijging per jaar. Daarmee zou de VS bij de slechtst presterende regio's horen. Verder hoor je over het volgende topdiner in het Witte Huis. Daar komen hoge piefen van Wall Street langs bij Donald Trump om te luisteren naar wat zijn wensen zijn. En we vertellen je over een topman die al naar die wensen heeft geluisterd, en daarom met radicale eisen voor zijn eigen leveranciers komt.See omnystudio.com/listener for privacy information.

Michael Goldberg from Collins Street Asset Management returns to the show after three years. We dive deep into how value investing has fared through the turbulence of recent years — from post-COVID struggles to the renewed upswing of 2025. Michael discusses his firm's 14%+ annual returns, the long-term patience required for undervalued stocks, and the surprising persistence of “cheap” companies that stayed cheap for years. We explore Astron Limited (ATR) and its rare earths project in Victoria, delve into mineral sands, gold funds, and the lifecycle of commodities, and tackle the hot topic of AI's economic impact, from efficiency gains to workforce disruption. They finish with thoughts on Seven West Media's merger, the AI-driven hype around the Magnificent Seven in the US, and how value investors can navigate an overheated tech market without losing their cool.

Global food safety relies on clear, practical standards. The ISO 22002 series - aka “The Magnificent Seven” – helps organizations manage contamination, fraud, and hygiene risks, ensuring consistent quality across food, feed, and packaging sectors.In this episode, Matthew speaks to Richard Leathers, Amanda McCarthy, and Angela Cunningham, three of the standards-makers behind the series. They discuss how the seven standards, including updates and new parts for retail, wholesale, and the universal supply-chain foundation, help organizations put ISO 22000 Prerequisite Programmes (PRPs) into practice efficiently and consistently.Since it's The Standards Show, Richard, Amanda, and Angela also reflect on their own standards journeys - what motivated them to get involved, and what continues to inspire their involvement today.Find out more about the issues raised in this episode.ISO 22002 seriesISO 22000 – food safety management systems BSI Standards Committee AW/90 – Quality systems for the food industryGet involved with standardsGet in touch with The Standards Showeducation@bsigroup.comsend a voice messageFind and follow on social mediaX @StandardsShowInstagram @thestandardsshowLinkedIn | The Standards Show

Get Our Free App with Dictionary & Journal iPhone: https://apps.apple.com/us/app/aisling-dreams/id6753309760    Android: https://play.google.com/store/apps/details?id=com.dream_analysis.aisling_dreams  I'm focusing in a new direction because most people need it. Yeah, I said it. I'm trying to find out why intelligent people sign up with nefarious teachers. Sometimes, the teacher is not nefarious but the beings they work with are, so the result is the same.   In today's show, we unpack the dream warning symbols (misshapen celebs, cigarette/perfume smells, fake authority, walk-ins). Plus: Sandy and Jessica announce a new, practical course: Fundamentals of Divine Guardianship—to help you clear, protect, and stay sovereign.   Guardianship Course: https://www.dream-analysis.com/protection    Chapters 00:00 – Hook: why smart people get duped; new focus 00:01:10 – Joey's crash: paid protection → first infiltration 00:03:04 – What Michael saw: unplugged radar, blue minions; fix & re-unplug; solution 00:04:57 – Discernment: trust your guides; use your radar on real people 00:05:56 – The "Magnificent Seven" & new guardianship course (Nov 15) 00:07:49 – Dream #1: Weird Doctor Visit (misshapen celebs; cigarette smell; false authority) 00:11:26 – Dream #2: Fire (spooked feeling; man sleeping in the car/body) 00:13:18 – Dream #3: Group Activities (psychologists, books on infiltration; look-alikes) 00:16:06 – Why dreams always tell you first; how to read the pattern 00:17:00 – Dream #4: Hospital Perfume Calendar (gov-sanctioned perfume; walk-in pun; grogginess) 00:21:54 – Interview: Jessica on Fundamentals of Divine Guardianship 00:27:41 – Sovereignty: Transmute fear with education Talk to Sandy about our courses https://bookings.theaislingschool.com/sandy/got-questions Courses: https://www.dream-analysis.com/courses  Download Free dictionary: https://www.dream-analysis.com/  Submit your dream: https://www.dream-analysis.com/podcast  Show Archives: https://www.dream-analysis.com/podcasts/ 

Is your retirement plan built to weather the chaos of year-end and market swings? This past weekend’s radio show explores why balance—not bold moves—wins in retirement, especially as interest rates shift and tech stocks dominate headlines. Mike Douglas breaks down the pitfalls of chasing trends, the importance of income security, and how to diversify beyond the “Magnificent Seven.” Real stories, practical strategies, and a focus on building a plan that lets you sleep at night—no matter what the market does. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

On this week's Money Matters, Scott and Pat open the show with a look at the Magnificent Seven stocks. Is this tech dominance a warning sign or just the new market normal? They unpack what this concentration means for index investors and why historical perspective matters. Next, they take a call from a 56-year-old tech professional navigating a surprise layoff and considering early retirement. With over $2M in assets and plans to relocate, they walk through whether he can afford to stop working—or if some part-time income is essential. It's a timely breakdown of early retirement math, real estate moves, and RSU liquidation strategy. The episode wraps with two strong planning discussions: a state employee navigating Roth vs. traditional 401(k)/457 contributions, and a retiree using a "bucket strategy" who wants feedback on portfolio structure. Scott and Pat debate risk tolerance, rebalancing, and why flexibility is key in retirement income planning. If you're exploring early retirement, weighing Roth contributions, or fine-tuning your investment drawdown plan—this episode is packed with actionable insights. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

In the latest episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the powerful role of momentum in today's markets and what investors should expect heading into year-end. They examine how the S&P 500's impressive rally fits into historical context, why tech leadership remains dominant, and how market breadth and global participation are evolving. The conversation also explores the impact of Federal Reserve policy shifts, cooling trade tensions, and the surprising resilience of the U.S. economy.Key TakeawaysHistoric Market Strength: The S&P 500 has gained nearly 23% over the past six months, placing this move in the top 4% of all six-month returns. History shows that strong momentum often leads to continued upside in the following year.Tech-Driven Leadership: The recent rally has been powered largely by technology. The Magnificent Seven continue to dominate, with the S&P 500 Technology Index up 44% over six months. Global Momentum: It's not just the U.S.—developed and emerging markets are rallying too. South Korea, Taiwan, and China are leading EM gains, while countries like South Africa, Mexico, and Japan also show strong performance.Economic Resilience: Despite talk of a “K-shaped” economy, U.S. GDP growth remains near 2%. Earnings are rising across sectors, with 80% of companies beating on both revenue and profits.Trade Tensions Easing: The U.S.–China trade war appears to be cooling, with both sides de-escalating tariffs and trade restrictions. China is resuming soybean purchases and suspending certain export controls, while the U.S. has paused new restrictions—reducing a major geopolitical headwind.Fed's Delicate Balance: The Federal Reserve cut rates again, bringing total cuts to 150 basis points since the cycle's peak. While inflation remains a concern for some members, Powell's comments suggested a dovish tone, emphasizing that inflation pressures are manageable and economic momentum remains intact.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvarghese Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com Hashtags#FactsVsFeelings #MarketMomentum #RyanDetrick #SonuVarghese #CarsonGroup #InvestingInsights #StockMarket #EconomicOutlook #FederalReserve #GlobalMarkets  

Magnificent Seven name Amazon rallying 4 percent after the company reached a 38 billion dollar deal with OpenAI for Nvidia chips, The Dow Jones Industrial Average fell bogged down by a decline in shares of UnitedHealth, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Chuck Zodda and Mike Armstrong discuss this week's biggest economic events. Has the S&P 500 become to heavily weighted to the Magnificent Seven? Is the recent wave of layoffs a warning sign for the job market? USVI Gov Albert Bryan Jr joins the show to chat about how the islands are avoiding the wrath of tariffs. How the US economy defied doomsday predictions on tariffs.

Magnificent Seven name Amazon rallying 4 percent after the company reached a 38 billion dollar deal with OpenAI for Nvidia chips, The Dow Jones Industrial Average fell bogged down by a decline in shares of UnitedHealth, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

Is the AI boom just a bubble or the start of something bigger? Host Merryn Somerset Webb sits down with Rob Arnott, founder and chairman of the board of Research Affiliates, to compare artificial intelligence mania with the dot-com era, unpack sky-high valuations and market concentration while exploring what rising competition, power constraints and Capex mean for Nvidia and the “Magnificent Seven.” Arnott shares a pragmatic playbook—fade frothy winners, favor fundamentals (including his RAFI approach) and look to small caps, the UK and emerging markets—plus candid takes on Bitcoin and holding a little gold as insurance.See omnystudio.com/listener for privacy information.

Are you risking your retirement on just a handful of stocks? This past weekend’s radio show dives into the hidden dangers of over-concentration in today’s market, the “Magnificent Seven” stocks, and why diversification is crucial as you approach retirement. Plus, Abe Abich spotlights the unique financial challenges women face and the importance of planning for life’s unexpected turns. Real listener stories and expert advice make this episode a must-hear for anyone nearing retirement or navigating the great wealth transfer. Tune in for practical insights and strategies you can use now. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

How did Nvidia close out the week after becoming the first $5 trillion company? And how did increased AI spending affect the members of the Magnificent Seven that reported earnings this week? Plus, what's causing lower demand for fast-casual dining spots like Chipotle? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

How did Nvidia close out the week after becoming the first $5 trillion company? And how did increased AI spending affect the members of the Magnificent Seven that reported earnings this week? Plus, what's causing lower demand for fast-casual dining spots like Chipotle? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The stock market is surging again, led by a handful of tech giants betting big on artificial intelligence. But is this genuine growth or déjà vu from the dot-com era? USA TODAY personal finance reporter Daniel de Visé joins host Dana Taylor to examine what's driving record highs on Wall Street, why the “Magnificent Seven” stocks wield so much influence, and what warning signs analysts are watching. From inflated valuations to money-market hedges, this episode unpacks whether AI optimism is fueling the next great bubble and how everyday investors can prepare.Have feedback on the show? Please send us an email at podcasts@usatoday.com. Episode transcript available here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As markets surge on the backs of the Magnificent Seven, are investors missing what's happening off the radar? Robert Curtiss, CFP®, is joined by Andrew Hull, CFA, Vice President and ETF Strategist at First Trust, to unpack overlooked investment opportunities that may hold stronger long-term value than today's most-hyped tech names. Andrew explains how today's … Read More Read More

In this episode, Scott Becker reviews the YTD performance of the Magnificent Seven stocks.

In this episode, Scott Becker reviews the YTD performance of the Magnificent Seven stocks.

Spending on AI infrastructure continues at a breakneck pace. Will this growth continue? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Governor Waller calls it a “new era” for payments, but what does that really mean for crypto, markets, and the so-called “Wild West” of digital assets? Scott Bauer from Prosper Trading joins host Jeff Praissman to break down the Fed's surprising tone shift, earnings season trends, and whether the Magnificent Seven can keep driving the market.

Big report today on Netflix and whether it still belongs among the Magnificent Seven. Plus, Apple hits a record high on iPhone 17 hype. And later, AWS is back online after a costly outage. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Don and Tom tackle a mix of market mania and listener questions, skewering speculative fads like meme stocks, SPACs, private credit ETFs, and covered-call funds. Don opens with a scam text story before the duo dive into the absurdity of “get-rich” products during a record-breaking market. They stress discipline, diversification, and turning off CNBC — repeatedly. Listener questions include Roth conversions in high tax brackets and funding a home purchase without wrecking retirement plans. The show ends on a hilarious tangent about listeners wearing backpack banners to promote Talking Real Money. 0:04 Scam text from Colorado and the hazards of living alone in a studio 1:09 Market highs and the illusion of perfect timing 2:35 Stock concentration, meme stock mania, and the “Magnificent Seven” dominance 3:34 Listener call: investing in a soccer team partnership promising 15–30% returns 5:12 Why “too good to be true” often is — scams and speculative traps 6:09 Covered-call ETFs (JEPI, GPIQ) explained and debunked 9:39 New private credit ETF (PCR): high fees, low transparency, huge risk 12:49 CNBC hype vs. reality — why turning off financial TV is sound advice 16:21 Listener question: Roth conversions and tax traps in the 30% bracket 19:26 Another listener: funding a new home without derailing retirement 21:47 Don's rant on overpricing homes — “every house sells at the right price” 23:24 Real estate emotion vs. math — the price always tells the truth 24:31 Episode wrap-up: humor, gratitude, and an absurd “wearable banner” promo idea Learn more about your ad choices. Visit megaphone.fm/adchoices