Podcasts about marinucci

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Best podcasts about marinucci

Latest podcast episodes about marinucci

Podcast - TMW Radio
Ospite: Mario Ielpo Calciomercato e Ritiri con Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jul 17, 2024 13:57


Ospite: Mario Ielpo Calciomercato e Ritiri con Lucio Marinucci

Podcast - TMW Radio
Ospite: Luca Fusi Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jul 15, 2024 14:32


Ospite: Luca Fusi Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio
Ospite: Andrea Camplone A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jul 15, 2024 19:49


Ospite: Andrea Camplone A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Ospite: Franco Zavaglia Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jul 12, 2024 16:46


Ospite: Franco Zavaglia Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio
Ospite: Mario Petrone A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jul 12, 2024 16:00


Ospite: Mario Petrone A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Ospite: Avv. Francesco Giuliani Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jul 11, 2024 25:20


Ospite: Avv. Francesco Giuliani Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio
Ospite: Luca Brunetti A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jul 11, 2024 17:33


Ospite: Luca Brunetti A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Ospite: Massimo Bonini Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jul 10, 2024 13:46


Ospite: Massimo Bonini Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio
Ospite: Bepi Pillon. A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jul 10, 2024 19:08


Ospite: Bepi Pillon. A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Ospite: Luigi Fresco. A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jul 2, 2024 14:33


Ospite: Luigi Fresco. A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Ospite: Ezio Raciti. A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jul 2, 2024 14:18


Ospite: Ezio Raciti. A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Ospite: Gigi De Canio Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jul 2, 2024 16:17


Ospite: Gigi De Canio Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio
Ospite: Clemente Filippi. A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jul 1, 2024 17:06


Ospite: Clemente Filippi. A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Ospite: Giorgio Magnocavallo Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jun 28, 2024 13:09


Ospite: Giorgio Magnocavallo Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio
Ospite: Carmine Gautieri A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jun 28, 2024 10:34


Ospite: Carmine Gautieri A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Ospite: Massimo Paci. A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jun 27, 2024 19:11


Ospite: Massimo Paci. A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
A TUTTA C con Cristiano Cesarini e Lucio Marinucci. Ospiti: Alfio Torrisi

Podcast - TMW Radio

Play Episode Listen Later Jun 26, 2024 17:14


A TUTTA C con Cristiano Cesarini e Lucio Marinucci. Ospiti: Alfio Torrisi

Podcast - TMW Radio
Ospite: Marco Ballotta Piazza Affari con Alessandro Sticozzi e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jun 21, 2024 7:34


Ospite: Marco Ballotta Piazza Affari con Alessandro Sticozzi e Lucio Marinucci

Podcast - TMW Radio
A TUTTA C con Alessandro Sticozzi e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jun 21, 2024 48:49


A TUTTA C con Alessandro Sticozzi e Lucio Marinucci

Podcast - TMW Radio
Ospite: Alessandro Amarante A TUTTA C con Alessandro Sticozzi e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jun 21, 2024 8:32


Ospite: Alessandro Amarante A TUTTA C con Alessandro Sticozzi e Lucio Marinucci

Podcast - TMW Radio
Ospite: Giovanni Ferraro A TUTTA C con Alessandro Sticozzi e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jun 20, 2024 13:26


Ospite: Giovanni Ferraro A TUTTA C con Alessandro Sticozzi e Lucio Marinucci

Podcast - TMW Radio
Ospite: Massimo Agostini Piazza Affari con Alessandro Sticozzi e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jun 20, 2024 17:29


Ospite: Massimo Agostini Piazza Affari con Alessandro Sticozzi e Lucio Marinucci

Podcast - TMW Radio
Ospite: Ruben Buriani Piazza Affari con Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jun 19, 2024 10:26


Ospite: Ruben Buriani Piazza Affari con Lucio Marinucci

Podcast - TMW Radio
Editoriale con Luca Marchetti, intervistato da Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jun 18, 2024 22:46


Editoriale con Luca Marchetti, intervistato da Lucio Marinucci

Podcast - TMW Radio
Ospite: Salvatore Vullo A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jun 14, 2024 17:44


Ospite: Salvatore Vullo A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Ospite: Luigi Garzya Piazza Affari con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jun 14, 2024 17:11


Ospite: Luigi Garzya Piazza Affari con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Ospite: Vincenzo Greco A TUTTA C con Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jun 13, 2024 15:39


Ospite: Vincenzo Greco A TUTTA C con Lucio Marinucci.

Podcast - TMW Radio
Ospite: Roberto Scarnecchia Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jun 7, 2024 15:39


Ospite: Roberto Scarnecchia Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio
Ospite: Ezio brevi A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jun 6, 2024 10:07


Ospite: Ezio brevi A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Ospite: Elio di Toro A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Jun 6, 2024 14:51


Ospite: Elio di Toro A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Maracanã - TMW Radio
Maracanà con Lucio Marinucci e Stefano Impallomeni. Ospiti: Costantino Nicoletti, Simone Braglia

Maracanã - TMW Radio

Play Episode Listen Later May 21, 2024 22:35


Maracanà con Lucio Marinucci e Stefano Impallomeni. Ospiti: Costantino Nicoletti, Simone Braglia

Podcast - TMW Radio
Ospite: Ruben Buriani Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Apr 25, 2024 14:45


Ospite: Ruben Buriani Piazza Affari con Cristiano Cesarini e Lucio Marinucci

Podcast - TMW Radio
Ospite: Walter Novellino A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio

Play Episode Listen Later Apr 25, 2024 14:50


Ospite: Walter Novellino A TUTTA C con Cristiano Cesarini e Lucio Marinucci.

Podcast - TMW Radio
Notizie ed approfondimenti sportivi con Lorenzo Beccarisi e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Apr 9, 2024 121:20


Notizie ed approfondimenti sportivi con Lorenzo Beccarisi e Lucio Marinucci

Club Sabroso Radio Network
ALL VINYL SET BY MARINUCCI - EP029: PROTECH MIAMI SESSIONS

Club Sabroso Radio Network

Play Episode Listen Later Mar 31, 2024 56:11


—∙IN THE MIX∙—MARINUCCI (Veteran DJ/Producer): The Argentinian native takes over the airwaves at Club Sabroso Radio a vinyl electronic music set recorded Live at his studio in Maimi.Powered by the Club Sabroso Radio NetworkFollow IG/FB: @CLUBSABROSORADIO24/7 Live Stream at: WWW.CLUBSABROSORADIO.COM

Trail Cam Radio
#337 - Consistently Finding & Killing Big New York Bucks - Andrew Marinucci

Trail Cam Radio

Play Episode Listen Later Mar 26, 2024 54:27


Dive into the world of an avid New York deer hunter. Andrew spills the secrets on effective scouting, choosing the perfect hunt days, and using decoys to outsmart mature whitetails. Whether it's post-season strategies or the rush of using a decoy, this episode has the low-down on upping your game this fall. The All New Exodus Lift 4K ULTRA: https://exodusoutdoorgear.com/collect... Click Here To Build Your Set Of Exodus NIS Arrows: https://exodusoutdoorgear.com/collect... The ALL NEW Exodus Rival A5: https://exodusoutdoorgear.com/collect... Tailor Built Hunting Arrows: https://bit.ly/ExodusMMT  CONNECT: https://linktr.ee/exodustrailcamera https://linktr.ee/TheLandPodcast https://bit.ly/TheDeerGearPodcast

SBS Italian - SBS in Italiano
Maura Marinucci in concerto all'Istituto Italiano di Cultura di Sydney

SBS Italian - SBS in Italiano

Play Episode Listen Later Mar 20, 2024 8:23


Primo clarinetto della London Philarmonia Orchestra, Maura Marinucci è in visita Down Under per un progetto con la Sydney Symphony ed un recital con pianoforte in programma per giovedì 21 marzo.

Facciamo il Punto
E41 - La Silicon Valley tra Google e Unicorni: la storia di Marco Marinucci - Founder di Mind The Bridge

Facciamo il Punto

Play Episode Listen Later Feb 6, 2024 25:59


Fare la valigia, partire in direzione San Francisco e non tornare più. Questa è la scelta di vita che ha fatto Marco Marinucci, il nostro ospite di oggi, che più di 20 anni fa è partito con un biglietto sola andata per la Silicon Valley. Marco ci racconterà dei suoi 8 anni da Google e di quello che ha imparato negli anni d'oro della Silicon Valley, ma anche della sua esperienza come founder di Mind The Bridge e di cosa secondo lui manca all'ecosistema italiano per smettere di gattonare e iniziare a correre.

Podcast - TMW Radio
Notizie ed approfondimenti sportivi con Lorenzo Beccarisi e Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jan 4, 2024 132:29


Notizie ed approfondimenti sportivi con Lorenzo Beccarisi e Lucio Marinucci

Podcast - TMW Radio
Giorgio Venturin analizza il mercato della Lazio e Torino IN Studio: Lucio Marinucci

Podcast - TMW Radio

Play Episode Listen Later Jul 24, 2023 13:16


Giorgio Venturin analizza il mercato della Lazio e Torino IN Studio: Lucio Marinucci

RETHINK RETAIL
Cristina Marinucci, Global Head of Shopper Insights & Analytics at Mondelez

RETHINK RETAIL

Play Episode Listen Later Jun 23, 2023 18:57


Top Retail Influencer Alex Baker hosts Cristina Marinucci, the Global Head of Shopper Insights & Analytics at Mondelez. Cristina shares a strategy for achieving significant growth and profitability in retail by creating connected and authentic customer experiences. By shifting towards a hybrid approach and prioritizing customer experience and partnerships, businesses can foster individualized experiences and long-term loyalty. This approach leads to increased revenue, customer retention, and overall success in the grocery industry. The episode delves into the power of customer-centricity and partnership. Cristina's extensive background of experience in the FMCG industry taught her the importance of embracing a hybrid approach, prioritizing customer experience, and fostering strong partnerships. Traditional marketing and sales strategies are no longer sufficient. Cristina advocates for adaptability and innovation, leveraging AI and technology to automate basic tasks and focus on strategy and creativity. Her goal is to drive incremental growth and establish meaningful, lasting connections with shoppers. Are you ready to be crowned hottest retail tech of the year? Sign up to participate in RETHINK Retail's Nxt Gen Technology Program at rethink.industries/nxt-gen-retail-tech or shoot us an email at media@rethink.industries. If you enjoyed this episode, please let us know by subscribing to our channel and giving us a 5 star rating us on Spotify and Apple Podcasts. - - - - - - Hosted by: Top Retail Influencer Alex Baker Research by: Maggie Schwenn

THE SJ CHILDS SHOW
Bonus Autism Episode-Embracing the Waves: Louis Marinucci's Life as an Autistic Diver and Online Creator

THE SJ CHILDS SHOW

Play Episode Listen Later Jun 10, 2023 35:10


Imagine discovering your passion underwater and transforming into a real-life merman. That's the incredible story of Louis Marinucci, an autistic YouTuber, Twitch streamer, scuba diver, open water free diver, and professional merman. In our conversation, Louis shares his love for water, his journey to becoming a certified scuba diver, and his experiences with DiveHeart, a non-profit organization that helps people with disabilities learn to scuba dive.We explore Louis's adventures as a volunteer at Adventure Aquarium and his aspirations to become a professional merman. We discuss his experiences with different certifications, the challenges he faced, and how being a diver makes him feel like a merman underwater. Louis also talks about his involvement with DiveHeart, his mentor Wendy Crown, and the heartwarming stories of people they've helped through adaptive diving.In this captivating episode, we also delve into Louis's experiences as an autistic content creator on YouTube and Twitch, touching on his struggles with communication skills leading up to his diagnosis with Asperger Syndrome at age 12. We examine the impact of the COVID-19 pandemic on his mental health and the importance of community support in helping him through difficult times. Don't miss this uplifting conversation with an inspiring individual who's breaking barriers and making waves in the world of scuba diving and mermaiding.Support the show

Business Innovation and Technology
The Evolution of Online Marketing for Consumer Packaged Goods Brands with Cristina Marinucci and Ana Golubovic

Business Innovation and Technology

Play Episode Listen Later May 11, 2023 28:45


On today's episode, we're joined by Cristina Marinucci and Ana Golubovic. Cristina is the Global Head of Shopper - Sr. Director, Insights & Analytics at Mondelēz International, a multinational confectionery, food and beverage company. Ana is a designer at EyeSee, a full-service agency that works with consumer packaged goods brands, media, tech and healthcare companies.   We talk about:   - Some of the main issues consumer packaged goods companies (CPGs) are currently facing when it comes to online marketing. - Meta tools available to companies to help address these issues. - Mondelēz's marketing approach across different channels. - How Meta platforms help customers comfortably purchase online. - The importance of trust and authenticity online. - How EyeSee and Mondelēz use data insights to inform their future strategies. - Trends that could dominate the future online market.   #innovation #technology #genz #metaverse #financialservices #socialmedia #socialmediamarketing   Keep up with the latest from Meta's Business Engineering Team by following us on Medium. 

Autism Rocks and Rolls
234:In The Deep Blue Sea With Louis Marinucci

Autism Rocks and Rolls

Play Episode Listen Later May 7, 2023 36:39


Louis Marinucci is now my most intriguing visitor; he is a man who, to use a metaphor, "lives under the sea." Mr. Marinucci, who is autistic, takes part in aquatic therapy because he enjoys scuba diving and investigating the underwater world. Louis is in the media because, like me, he broadcasts and uploads videos to YouTube. He is also a spokesperson for Diveheart, an organization that teaches kids with disabilities how to take part in diving therapy and other water activities. Since Louis is a merman right now, we are at last making history. I have never before had a merman as a guest on Autism Rocks and Rolls. So let's welcome Louis Marinucci, a kind yet fascinating individual.  https://www.youtube.com/LouisAdventures https://www.twitch.tv/louadventure  

Receta Del Exito
1096: “Cómo Conectar con Tu Ser y Emprender con Éxito” con Pierangela Marinucci

Receta Del Exito

Play Episode Listen Later Mar 21, 2023 22:53


Pierangela Marinucci es una emprendedora que se enfocó en conectar con su ser. Desde muy temprana edad le diagnosticaron una enfermedad en su vista, pero esto no fue una traba para alcanzar sus metas, entendió que hay que sentir y hacer para poder ser. El conectar con esas ganas de ser la llevó a construir y alcanzar todas sus metas. Suscribete y Visitanos en: www.RecetaDelExito.com Apple Podcast (iTunes): https://apple.co/2Igcnoh Listo para Crear tu Podcast?  www.CursoDePodcastGratis.com Twitter Handle:  @alexdalirizo Facebook Page:  https://www.facebook.com/recetadelexito/ RDExito:  http://recetadelexito.com Instagram:  https://www.instagram.com/recetadelexito/   Instagram: https://www.instagram.com/alexdalirizo/    Stitcher:  https://www.stitcher.com/s?fid=508313&refid=stpr Spotify:  https://spoti.fi/3cmJqVs

BRAVE COMMERCE
Cristina Marinucci of Mondelez says We are Living in a Phygital World

BRAVE COMMERCE

Play Episode Listen Later Jan 24, 2023 25:51


On this episode of BRAVE COMMERCE Cristina Marinucci, Global Head of Shopper Excellence at Mondelez International gets Phygital with hosts Sarah and Rachel. She starts by defining Phygital - the blending of the digital and physical to create enhanced experiences for all our customers - and then delves into the best practices for rolling out this omnichannel approach to retail both with customers and with internal stakeholders.In order to grow an omnichannel business, you need cross-functional buy-in. Cristina says that demonstrating measurability and the halo of digital influence on all sales has helped shift mindsets at Mondelez.As an international leader, Cristina also speaks to the need to meet each market where they are and to take advantage of the opportunities offered by less developed markets to test and learn outside of existing infrastructures. You will leave this episode with a whole new Omnitude and a new vocabulary for providing excellent shopper experiences.Key Takeaways:When pitching omnichannel initiatives internally, make it simple and demonstrate “what's in it for me” to your audience.Measure not just digital sales, but digital influence in order to see the full power of your Phygital efforts.Collaboration, whether cross-functional teams or co-creating experiences with retailers, fosters the best omnichannel results. Hosted on Acast. See acast.com/privacy for more information.

Trust and Believe with Shaun T
Toni Marinucci MS RDN - Finding Balance in Your Eating Habits, Battling Eating Disorders and Ending Diet Culture

Trust and Believe with Shaun T

Play Episode Listen Later Nov 30, 2022 47:06


Toni Marinucci, MS, RD, is a Registered Dietitian and business owner of Diet Tips With Toni, who ironically teaches people now NOT to diet. She provides nutrition coaching to help us break free from the all-or-nothing mindset while encouraging a healthy balance instead. Her mission is to end restrictive diet culture by providing simple tips for healthy living while incorporating foods you love!On this episode we discuss:How Toni began her career through her own eating and food struggles How to find balance in your eating habitsGetting people to understand how to break the idea of perfectionEating disorders and their warning signs and factorsThe most common eating disorder in the US - Binge Eating DisorderMeasuring success while progressing from an eating disorderGet in touch! Toni is also a Podcast Host, social media influencer, TEDx speaker and #1bestselling author of the book, Once Upon a Diet where she discusses the parallels between dieting, dating, and romantic relationships, and how we treat them the same.Follow along @trustandbelievepod on Instagram for all of the latest updates! Become an ad-free member at https://plus.acast.com/s/trust-and-believe-with-shaun-t. Hosted on Acast. See acast.com/privacy for more information.

Career Club LinkedIn Live with Bob Goodwin
Cristina Marinucci - Global Head Shopper Excellence for Mondelez

Career Club LinkedIn Live with Bob Goodwin

Play Episode Listen Later Nov 9, 2022 46:01


Cristina Marinucci is the Global Head Shopper - Insights & Analytics for Mondelēz International. Join Cristina and Bob Goodwin on November 9th as they discuss why the Shopper is at the center of Mondelez's strategy, how they take a Global/Local approach, and how to tell a compelling growth story. Additionally, Cristina will offer her perspective on getting out of your career comfort zone, how mentoring works in both directions, and why it's OK to not know everything. #career #growth #strategy #analytics

Thoughts on the Market
Jonathan Garner: Why Japan Should Have Investors' Attention

Thoughts on the Market

Play Episode Listen Later Jun 30, 2022 4:15 Very Popular


As the risks to international economic growth increase, global investors may find some good news in the Japanese equities market. -----Transcript-----Welcome to Thoughts on the Market. I'm Jonathan Garner, Morgan Stanley's Chief Asia and Emerging Markets Equity Strategist. Along with my colleagues, bringing you a variety of perspectives, today I'll be reflecting on a recent visit to Japan. It's Thursday, June the 30th, at 1 p.m. in London. I spent two weeks in Tokyo meeting with a wide range of market participants and others. This trip came together as Japan opened up to business visitors and small groups of tourists, after a lengthy period of COVID related travel restrictions. Japan equities - currency hedged for the U.S. dollar based investor - are our top pick in global equities and have been doing well this year relative to other markets. My first impression was how cheap prices in Japan now are at the current exchange rate of ¥135 to the U.S. dollar. For example, a simple metro journey in the inner core of Tokyo is priced at ¥140, so almost exactly $1 USD currently. It's possible to get a delicious lunchtime meal of teriyaki salmon, rice, pickles, miso soup and a soft drink in one of the numerous small cafes under the giant urban skyscrapers of the Central District of Marinucci for ¥1,000 or even lower. So that's about $6 to $7 USD currently. We feel this competitive exchange rate bodes well for the major Japanese industrial, technology and pharmaceutical firms, which dominate the Japan equity market as they compete globally. Indeed, the currency at these levels is one of the reasons that earnings revisions estimates, by bottom up analysts covering these companies, continue to move higher. Unlike the overall situation in global equities currently. In meetings, I was often asked whether we shared some of the concerns which have been voiced by some commentators on the Bank of Japan's monetary policy stance. The Monetary Policy Committee meeting for June was held during my trip, and the Bank of Japan kept its short term policy rate at -0.1% and also reiterated its pledge to guide the ten year government bond yield at +/- 25 basis points around a target of zero. Clearly, this monetary policy is divergent with trends elsewhere in the world currently and in particularly with the U.S. And this divergence is a key reason why the yen has been weakening this year. We at Morgan Stanley feel strongly that this approach is the right one for Japan, for one key reason. Unlike the U.S., UK or other advanced economies, Japan's inflation rate remains in line with policy goals. Headline CPI inflation is running at just 2.5% year on year, while CPI ex food and energy is 0.8%. Japan does not have a breakout to the upside in wage inflation either. We also think BOJ Governor Kuroda-san was correct in identifying downside risks to international economic growth as a risk factor for Japan's own GDP growth going forward, which at the moment we think is likely to track at around 2% this year. During our trip, we also spent time with investors discussing Japan Prime Minister Kishida-san's modifications to the policies of his two predecessors, in particular around a more redistributive approach to fiscal policy and digitalization of the public sector. The trend to greater corporate engagement with minority investors and activist investors was also debated. Japan is now the second largest market globally after the US for activist investor campaigns to promote corporate restructuring, thereby unlocking shareholder value. For us. Ultimately, the proof of the pudding, and how the Japan story all comes together, is the trend in corporate return on equity for listed equities. This has risen from less than 5% on average in the 20 years prior to Abe-san's premiership to above 10% currently. And it's now converged with two key North Asian peers; China and Korea. With Japan equities trading at the low end of the valuation range for the last 10 years, below 12 x forward price to earnings multiple, we think it's a market which deserves more attention from global investors. Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.

The CPG Guys
Omnichannel Acceleration with Mondelēz International's Cristina Marinucci

The CPG Guys

Play Episode Listen Later Jun 22, 2022 27:26


In this episode, PVSB speaks with Cristina Marinucci, Sr Director & Global Head of Shopper Insights & Analytics at Mondelēz International, an American multinational confectionery, food, and beverage company.Follow Cristina Marinucci on LinkedIn at: https://www.linkedin.com/in/cristinamarinucci/ Follow Mondelēz on LinkedIn at: https://www.linkedin.com/company/mondelezinternational/Follow Mondelēz online at: https://www.mondelezinternational.com/Cristina spoke to Peter while attending the 2022 Shoptalk Conference in Las Vegas, NV.CPG Guys Website: http://CPGGuys.comFMCG Guys Website: http://fmcgguys.comDISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.