Podcasts about Mark Matthews

In this episode, Danny Olinger and Camden Bucey explore a pivotal moment in the history of American Presbyterianism: the Special Commission of 1925 and its investigation into the doctrinal unrest within the Presbyterian Church (USA). Appointed to address the growing tension between Modernists and Conservatives, the Commission aimed to preserve the church's “purity, peace, unity, and progress.” However, for J. Gresham Machen, the Commission's recommendations represented a profound failure to uphold biblical orthodoxy. We explore how the Special Commission, composed of fifteen prominent ministers and ruling elders with deep ties to denominational institutions, prioritized unity over doctrinal clarity. Its influential members—such as Robert Speer, Mark Matthews, and Stated Clerk Lewis Mudge—were largely institutional loyalists who sought to preserve the church's structural integrity and foster reconciliation rather than enforcing confessional standards. Despite Machen's compelling plea for doctrinal faithfulness, the Commission framed the controversy as a misunderstanding of tolerance and authority rather than a fundamental theological crisis. We'll examine how Machen's uncompromising opposition to modernism ultimately led to his suspension from the PCUSA and the formation of the Orthodox Presbyterian Church in 1936. Along the way, we'll discuss the broader implications of this controversy for American Presbyterianism, and how the decisions made during this period continue to influence Reformed denominations today. Join us as we unpack the significance of the Special Commission of 1925 and consider what lessons it holds for maintaining orthodoxy in the midst of institutional pressure and theological compromise. Watch on YouTube. Links Report of the Special Commission of 1925 Weston, Presbyterian Pluralism: Competition in a Protestant House Participants: Camden Bucey, Danny Olinger

Join us for our Easter edition of the SLHOUR with our contributors: What I Learned From My Kids with Gillian Kantor; What's Good in Hollywood with Mark Matthews and Windows to the Soul with Sr. Marie-Paul Curley, plus, we meet special guest, Argentinian singer/songwriter, Athenas and enjoy some of her music.

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the latest tariff headlines coming out of the US, impact on global growth, whether we are likely to see the China Plus One effect, as well as the current momentum behind gold at the moment. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Carlos Barria | ReutersSee omnystudio.com/listener for privacy information.

In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets on March 26. After Nifty extended rally to the seventh consecutive day, experts now eye Nifty to reach to 24,200, with support around 23,400. Given global handover is strong, all eyes will be on if FIIs continue their buying spree in Indian equities. Among stocks in focus, watch out for Manappuram Finance, Federal Bank, and IREDA. Also, catch Mark Matthews of Julius Baer on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

This week we learn all about the new ministry Every Day Deacon. Jermaine Bagnall has two new book suggestions, Mark Matthews tells us what was good in Hollywood during the LA fires and we meet singer/songwriter Steven Joubert.

In this episode of Long Blue Leadership, Co-Hosts Naviere Walkewicz and Wyatt Hornsby reflect on the leadership lessons shared by accomplished graduates of the U.S. Air Force Academy over the first two seasons.   SUMMARY The hosts highlight key moments and insights from various guests, emphasizing the importance of personal connections, resilience, and the role of mentorship in leadership. They discuss the unique experiences of leaders like Coach Troy Calhoun, Brigadier General Gavin P. Marks, Nicole Malachowski, Madison Marsh, Lieutenant General BJ Schwedo, and Carl Falk, showcasing how their journeys can inspire others in their leadership paths.   SHARE THIS EPISODE LINKEDIN  |  FACEBOOK   TAKEAWAYS  - Leadership is deeply personal and requires understanding your people.  - The importance of resilience and the ability to bounce back from setbacks.  - Mentorship plays a crucial role in developing future leaders.  - Building relationships is essential in leadership roles.  - Knowing your craft enhances credibility and effectiveness as a leader.  - Leadership is about doing good and positively impacting others' lives.  - Embracing vulnerability can lead to personal and professional growth.  - It's important to risk failure in pursuit of big dreams.  - Support from family and mentors can shape one's career trajectory.  - Leaders should encourage others to pursue their passions and dreams.   CHAPTERS 00:00 Celebrating Leadership Lessons from the Air Force Academy 02:11 Highlighting Coach Troy Calhoun's Leadership Philosophy 08:09 Insights from Brigadier General Gavin P. Marks 12:59 Nicole Malachowski: Overcoming Setbacks and Embracing Dreams 19:09 Madison Marsh: A Journey of Resilience and Purpose 23:27 Lessons from Lieutenant General BJ Schwedo on Future Conflict 28:23 Karl Falk: The Importance of Support and Grit in Leadership   ABOUT THE HOSTS BIOS LT. COL. (RET.) NAVIERE WALKEWICZ '99 Senior Vice President, Engagement With over two decades in leadership roles, my current focus at the Association of Graduates - U.S. Air Force Academy is fostering a robust network of 50,000+ alumni. This commitment involves igniting a culture of engagement and inclusivity, underpinned by a strong foundation in support of our Air Force Academy. - BIO COPY CREDIT:  LINKEDIN.COM MR. WYATT HORNSBY Senior Vice President, Marketing & Communications | Executive Editor & Writer Wyatt Hornsby is passionate about developing marketing and communications talent and cohesive, high-performance teams. He is senior vice president of marketing and communications at the Air Force Academy Foundation and the Association of Graduates. He leads the work of the foundation and alumni association marketing and communications division, while also coordinating with various Air Force Academy offices, including Public Affairs and Strategic Communications. - BIO COPY CREDIT:  LINKEDIN.COM   ALL PAST LBL EPISODES  |  ALL LBLPN PRODUCTIONS AVAILABLE ON ALL MAJOR PODCAST PLATFORMS   CONNECT WITH THE LONG BLUE LEADERSHIP PODCAST NETWORK TEAM Send your feedback or nominate a guest at: socialmedia@usafa.org TED ROBERTSON:  Ted.Robertson@USAFA.org  Multimedia and Podcast Specialist | LBL Podcast Network Producer and Editor RYAN HALL:  Ryan.Hall@USAFA.org  Assistant Director of Multimedia Production | LBL Podcast Network Director BRYAN GROSSMAN:  Bryan.Grossman@USAFA.org Senior Director of Strategic Communications and Publications | LBL Podcast Network Copy Editor WYATT HORNSBY:  Wyatt.Hornsby@USAFA.org  Senior Vice President, Marketing & Communications | Executive Editor & Writer | LBL Podcast Network Executive Producer   FULL TRANSCRIPT SPEAKERS Co-Hosts:  Lt. Col. (Ret.) Naviere Walkewicz '99  |  Mr. Wyatt Hornsby Guests:  Coach Troy Calhoun '89; Brig. Gen. Gavin P. Marks '96; Col. (Ret.) Nicole Malachowski '96;  2nd Lt. Madison Marsh '23; Gen. BJ Schwedo '87; Mr. Karl Falk '98, Mr. Ted Robertson    Naviere Walkewicz 00:20 Welcome to our Long Blue Leadership retrospective. We're celebrating our first two seasons and the countless leadership lessons shared by some of the most accomplished United States Air Force Academy graduates.   Wyatt Hornsby 00:31 Naviere, seasons 1 and 2 have showcased amazing leadership stories and takeaways. From the very start, Long Blue Leadership has given listeners an inside look at real experiences, insights and advice from seasoned leaders, as well as those just beginning their leadership journeys. These deep dives have explored how leaders not only face challenges head-on but also find ways to inspire and empower those around them.   Naviere Walkewicz 00:58 Yes, what really sets this podcast apart is the mix of our guests' perspectives on leadership. These discussions have touched on teamwork, perseverance, humility, excellence and service before self.   Wyatt Hornsby 01:12 In this edition of Long Blue Leadership, we're sharing a few of our favorite moments. Not easy, because there are so many. Plus, we'll give you a preview of Season 3, which launches soon.   Naviere Walkewicz 01:23 And so, without further ado, Wyatt, let's get into our Long Blue Leadership podcast.   Wyatt Hornsby Let's do it, Naviere.   Naviere Walkewicz Some of our favorite moments. This was not easy to do at all.   Wyatt Hornsby 01:33 Indeed, it was not easy. Two seasons — and Naviere, while we're at it, I just want to congratulate you; awesome job on hosting Long Blue Leadership, and also a little plug for our friend Doug Lindsay as well for doing a great job as host.   Naviere Walkewicz 01:46 It's been an amazing journey, and I think the biggest thing for me has been just being able to share some of the stories of our graduates. So, like we said, picking just a few of them was really hard, but it's been just a beautiful transformation of where we started and where we're going in Season 3.   Wyatt Hornsby 02:01 It's been wonderful storytelling, and I hope that our listeners have been able to take away some great actionable insights for their own leadership journeys, whether they're Academy graduates or others seeking to develop as leaders.   Naviere Walkewicz 02:13 I know I personally took some things away from all of these conversations. I think some of them we'll highlight today.   Wyatt Hornsby 02:18 Wonderful. Let's do it. Looking forward to it.   Naviere Walkewicz 02:21 So, I think you might have the first one you wanted to highlight.   Wyatt Hornsby 02:24 So Naviere, as we said, I mean, it's so difficult to find our favorites. I mean, there are just so many across seasons 1 and 2. But I'm going to tell you, I was so struck by Coach Troy Calhoun, Class of '89. That conversation was absolutely awesome. And a couple of things stood out to me, and we'll listen to a clip from our conversation with Coach Calhoun, but a couple things that stood out to me was, I think a lot of people, when they think about Coach Calhoun and him coming on to do a conversation, they're probably going to expect him to talk about the Xs and Os and strategy and how the Falcons are looking for the season. But in this case, what Coach Calhoun did was he came in and he talked about his own leadership journey all the way from the beginning growing up in Oregon. And I just think that throughout the conversation, we learned a lot about him as a person, his family, his formative experiences. And really what I took away from it additionally, was the unique importance of athletics at the Academy, and how Coach Calhoun and his program, like all sports at USAFA, are developing leaders of character for our Air Force and Space Force. Just an awesome conversation.   Naviere Walkewicz 03:37 It was an awesome conversation. I think it really talks about — one of the things that stood out, I think, in the clip that you picked up is really about how he views leadership and taking care of people. Let's give it a listen.   Wyatt Hornsby Indeed.   Troy Calhoun 03:49 You need to be doing something that you love, that you're passionate about. And the other part is, again, just the involvement that you have with your people. And, you know, to get in there, literally, where you're hip to hip and shoulder to shoulder. And I think sometimes, whether you're in a leadership role or maybe you have a certain rank, you think, “Well, I can't do that in order to maintain my distance professionally.” And I wholeheartedly disagree. I think you have to be able to operate from different perspectives as a leader. I think, clearly, you can still articulate and live the standards that are a part of your operation or your unit or your football program. But again, it's about people.   Naviere Walkewicz 04:46 Well said. It really is.   Wyatt Hornsby 04:47 Well said. Earlier in the conversation too, he had a point where he talked about three things, his philosophy of leadership. You talked to him about his philosophy of leadership. He talked about, as he said in that clip, being right there alongside your people. He talked about knowing your craft incredibly well — not just strategy, but also tactics. And as he mentioned in that clip really well, getting to know your people as humans and what makes them tick. It's easy to, listening to that conversation, it's easy to see why Coach Calhoun has been here for such a long time and been so successful as head football coach.   Naviere Walkewicz 05:25 I think one of the lines I remember him sharing about when we talked about leadership was — I think I asked him, like, “It seems like it's really personal,” and he says, “Absolutely, leadership is personal.” It's about being… understanding who, you know, what's going on in their lives, because if you can understand what they're going through, then you can help them through some challenges and move them to, you know, whatever everyone else is working through together. And so, I really appreciated that he talks about getting to know his people on a personal level, and he challenges all of his coaches to do the same. I think there was a point where he even shared that if he knew some of the team members better than the coaches did, then that was a problem, right? And so, I think he wanted to make sure that being a good leader is knowing who your people are and what they need.   Wyatt Hornsby 06:07 That's right. It's just so instructive and inspiring to those of us who are developing as leaders. And I mean, it goes without saying, college football is changing. It's changing a lot. But I think for Coach Calhoun, he just talks about, as you said, that importance of relationships. And amid all those in college sports, staying focused on the relationship aspect, getting to know his players and his coaches, and remaining hyper-focused on that mission, developing leaders of character for the Air Force and Space Force.   Naviere Walkewicz 06:38 What was something that you took from that personally, that, you know, maybe has evolved the way that you lead or are thinking about leadership?   Wyatt Hornsby 06:46 You know, I'm developing as a leader every day. I've had some tremendous mentors in my life, but I really — I enjoyed what he talked about, about knowing your craft. I think that's really important, because I think it helps you build credibility with those that you lead. Of course, you can't know everything about everything that you lead, but knowing your craft, understanding not just the strategies and the tactics, and I think that helps you build credibility with your team and provide the right leadership to set the vision and the priorities for your team.   Naviere Walkewicz 07:21 I love that. I think what I took from that conversation was really about being humble. I mean, to be where he at is in his career, and I just felt across the table someone who was so humble in every day, learning from everyone around him and trying to really kind of give back in that way. That's something I always want to try and strive to do.   Wyatt Hornsby 07:41 I agree completely. And by the way, he talked about his younger sister, a 10-time all-American, which is pretty incredible. She's also an Academy graduate. And I think if I recall, he said that he looks up to his younger sister. So, I took that away, too. Just a humble, humble leader.   Naviere Walkewicz 07:59 I love that. Well, I'd like to go into one of my favorite moments, and it was with Brig. Gen. Gavin P. Marks, Class of '96, the commandant of the Air Force Academy currently. And this one was special for me, Wyatt, for multiple reasons. I have two cadets, as you know, that are going through the Air Force Academy under his leadership, but he was also my basic cadet commander. So, when I was at the Academy as a four-degree, he was leading us through Basic Cadet Training. And a funny story I'll share with you: When I was later in my career as a civilian working at Offutt Air Force Base. He was the wing commander at office Air Force Base, and I was working at STRATCOM, Strategic Command. I turned around a corner, and I immediately go, “Huh, Gavin P. Marks!” and he started laughing, and he goes, “What year are you?” And I said, “'99,” and he said, “It's good that you still remember my middle initial.” But it stuck out to me and then the funny thing after that, I said, “I never knew you had so many teeth,” because he would scare us. But the reason why this podcast was so special was because I think it brought me to a new level of understanding that — in remembering that we're all human right, and so we all have things that we go through. And so, to hear him from his humble days, talking about his mom, I really just enjoyed his perspective on, you know, his career, which wasn't necessarily a trajectory that he was planning. He certainly had some goals of he would love to have been the commandant at the Academy, but it certainly, you know — it kind of moved in a way that we'll talk about in this clip. And so, I'm interested to hear your thoughts on that conversation before we jump into the clip.   Wyatt Hornsby 09:35 He has extraordinary presence — Gen. Marks does. And it came through not just in the podcast conversation. We had a reunion, several reunions, where he provided a senior leader briefing, and you can just feel that presence and that commitment and that dedication to the USAFA mission. And I'm really excited to hear this clip and then also share another thought on something from the conversation that really stuck out to me as well.   Naviere Walkewicz 10:00 All right. Well, let's roll the clip.   Brig. Gen. Marks 10:03 But as you command at higher levels, while the impact — and I probably should have said it this way: The impact that you would have on so many individual airmen's lives lessons, the impact that you can have on an individual airman's life magnifies based on rank. It is significant also, and I always — one of the things that I tell people all the time is, it's an oversimplification, but the only reason to have rank is to do good, is to do good things, to make things happen in a positive way that affect positively mission and benefit airmen's lives. That's it. That's all. And if rank becomes something different than that for you, you're in the wrong business, or we've given it to the wrong person. If I'm being honest with you.   Naviere Walkewicz 10:55 What did you think about when you heard that?   Wyatt Hornsby 10:56 I am glad that he is the commandant of cadets at the United States Air Force Academy. And I think that I would go so far as to say that what he said there probably reflects how many Air Force — probably all — Air Force Academy graduates feel about leadership, that it's an opportunity to do good for other people, to improve lives, to move people forward, to elevate performance, to lift others. So, super powerful.   Naviere Walkewicz 11:24 I think what was also really great about our conversation was how he talked about the importance of family. And I think when you — sometimes when you think about a leader that's made it to such levels in their career, you think, “Well, it's career above everything else.” But he actually talked about how there are a couple of times when he might have retired had he not had the support from his wife and from his family. And I thought that was really insightful as well, where he really consulted them on some of his biggest decisions.   Wyatt Hornsby 11:52 That's right, perhaps his closest and most valued partners in life.   Naviere Walkewicz 11:56 Yes, I think that's something that our listeners can really value. I know I took that to heart as well, because while it is important, and obviously our professional lives are such a huge part of our lives, our lives are much more holistic than that, right? I think having your networks of support and leadership are really important.   Wyatt Hornsby 12:14 I agree. And Naviere, while we're talking about Gen. Marks too, I gotta put in a plug, and I know we're not gonna listen to this clip, but he told an awesome story about a $20 bill and the Honor Code.   Naviere Walkewicz Yes.   Wyatt Hornsby And as I recall, he really talked about how that was one of the experiences that made him see this United States Air Force Academy — it's a unique and different kind of place.   Naviere Walkewicz 12:38 Absolutely, and so if you missed that, it's a great time for you to go back to longblueleadership.org and listen to that clip in its full entirety.   Wyatt Hornsby 12:48 That's right. Let's talk about Nicole Malachowski, Class of 1996. This conversation — it was a recent conversation that you had with her — really stood out to me on a couple of different levels. Even as a child, she set her sights on what she wanted to do in life, which was to become a fighter pilot. She was focused on that, and at the height of her career, she had a very difficult setback that she spoke I thought very openly and vulnerably about. I just really appreciated that. But in this clip that we're going to play, Naviere, and I'd love to hear your reaction before our good friend, producer Ted rolls it, I would love to just hear your thoughts about this clip and just really important advice that a mentor provided to her at a key moment.   Naviere Walkewicz 13:33 I think you teed it up perfectly. I would say, from sitting across the table, what I felt when I heard that was just a sense of pride in remembering that we all bring something to the table, and empowerment in not being afraid to go forward with it. So, let's give it a listen.   Nicole Malachowski 13:51 I remember thinking, “Thank God I didn't put myself out there. Thank God, Nicole,” you know… now I'm a 30-year-old captain, so I'm still a young person. “Thank God you didn't risk failure. Who are you to think you could be a Thunderbird? Silly girl.” Right? And in that moment, the weirdest thing happened, and I tell this story on stage sometimes. The door opened to the Officer's Club, and in walked the wing commander, Brig. Gen. Mark Matthews. And in that moment, over walks my squadron commander, a wonderful man by the name of Dan DeBree. His call sign was “Trash.” Get it? Trash, debris. Trash walks over, super excited, very supportive of my application, and he's like, “Hey, general, did you know Nicole's applying to be a Thunderbird?” Man, I mean, you could have slowed down time. I was like, “Ix-nay on the underbird-tay,” like, “This is terrible.” Neither of these guys knew that I had removed my application, and Dan's standing there all proud. He's my squadron commander, supporting me — a great man, again. And Mark Matthews looks down at me, Gen. Matthews, and he goes, “That's great. How's your application going?” And I'm like — I looked at him, and here's what happened. I said, “You know, so it's hard to be a Thunderbird, but I probably won't get picked. They haven't had a woman, so I don't want to waste anybody's time.”   Naviere Walkewicz Oh, you said everything.   Nicole Malachowski I said it. I said all of it, and this is kind of an embarrassing story to tell, but I'm just, this is the truth, right? This is the vulnerable truth of how this happened. And he looked down at me, and I will never forget this, and I hope folks listening who have big dreams and gnarly goals remember this. He looked down at me and he said, “Nicole.” Actually, he said, “Fifi.” My call sign. “Fifi, nobody wants to lead a scripted life.” And he walked away and left me in extraordinarily uncomfortable silence. And those words, “…nobody wants to lead a scripted life…” have become my life's mantra. Every time I get the knot in my stomach that says that dream is too big or that idea is too innovative, don't rock the boat. I remember what he said, because those words, like, they lifted the weight of the world off my shoulders, told me it was OK to dream big. It was OK to buck the status quo. It was OK to be different. He was telling me it's OK to risk failure in pursuit of personal, professional growth. And it's not so much I think he's telling you and me to write ourselves into the script. What he was saying was, don't ever write yourself out of the script, and as leaders and teammates, don't you ever write anybody else or their wild ideas out of the script either.   Wyatt Hornsby 16:08 That is so powerful. I mean, I know that I have that inner critic, that voice that sometimes tells me, “Write yourself out of the script. You're not good enough. You're not going to make it. Why did you do that?” And probably a lot of us do. Naviere, what do you think?   Naviere Walkewicz 16:24 Oh, definitely. I mean, even up to that, she had had that voice in her head, and she shared, right before that clip, she finally got the courage to go into the group commander's office to submit that package. And, you know, the person working at the desk said, “Well, he really only has one, you know, one slot to give so we don't want to waste it on you.” And I think those very specific words make that inner voice, that inner critic, even louder and just kudos to the wing commander for really kind of right setting, I think a perspective that has clearly shaped her life.   Wyatt Hornsby 16:59 I agree completely. And we just talked about Gen. Marks and how he talked about doing good for others as a leader. And I think that's what we saw here with Gen. Matthews and the story that Nicole shared.   Naviere Walkewicz 17:11 Yes. There were so many amazing moments in her session with me, in her podcast, and so another one that I wanted to call out, because I think many may not know until they listen to her full story, but she actually battled a pretty critical, life-changing disease, and, frankly, she talked about resilience and how resilience is important, but really for her, it was about resurgence. I thought that was pretty powerful in that podcast as well. Did that kind of speak to you in any way?   Wyatt Hornsby 17:42 It really did. And I actually think it kind of goes back to “no one wants to lead a scripted life.” I don't think Nicole definitely had that in the script, her health challenge. But it came, and she spoke very honestly about it, about how difficult it was. She had some really, really difficult days, and she found a way forward. She wrote that new script for what she was going to do with the rest of her life. So, that moment really stuck out to me too. Super powerful conversation, and I got the sense too as I was listening to Nicole — and you did such a great job with that conversation — was that she knows who she is. You can tell that she has thought deeply about who she is as a person, as a leader, and she wants to go out and engage with and inspire other audiences and other leaders. So, really came out beautifully in this conversation.   Naviere Walkewicz 18:34 That was, in fact, I think one of her giving nuggets to others that were listening was really take the time to know who you are and know what you believe in, what you stand for, and then the rest kind of fills in the blanks.   Wyatt Hornsby Well said.   Naviere Walkewicz Well, the next one that I want to speak about is 2nd Lt. Madison Marsh, Class of '23 and Miss America.   Wyatt Hornsby Miss America.   Naviere Walkewicz Miss America. Can we just say that? But what was so great about this particular podcast was, yes, she is Miss America, but we spent so much time getting to know her. And really, I think the depth of who Madison Marsh is, it really kind of blew my mind.   Wyatt Hornsby 19:11 Yes. And similar to Nicole Malachowski — Madison Marsh, she had something really difficult happen to her that she's going to go into in the clip that we talked about, and no one should have to go through what Madison did, but she found a way forward. And I think just her story is remarkably inspiring.   Naviere Walkewicz 19:33 I actually don't want to give it away. I think we should just roll the clip.   Wyatt Hornsby 19:35 Let's do it.   Madison Marsh 19:36 I basically printed out all of my essays that I knew that people had to submit in the past for the Academy. I did resumes. I came with my GPA, everything, and I walked right up to my congressman and I handed it to him, and I said, “I want to go to the Air Force Academy, and I want to be your nominee.” And I'm sure he was like, who's…   Naviere Walkewicz …I love every bit of this…   Madison Marsh So, I was very firm early on, and so we were able to start an incredible relationship with one another. And so, because I did that — I think that was maybe my junior year, early on in my junior year — when it came time my senior year, he fought for me all of the time to get my application in front of people, because I was his principal nominee, and we had a very, very special moment. So, he called me on Oct. 31 and told me that I had gotten early acceptance to the Academy, and so I got to tell my mom, and the next morning she passed away. So having an experience like that is — that's why the Academy and Congressman Womack are so special to me, because that was my dream for years, and my mom got to know before she passed away. And it's just everything happens at the right timing, and you never know until afterwards. And so, now I get to be here; now I get to wear the uniform. And even though she hasn't gotten to see it, she got to know about it. And it just because of those first instances where I marched up to him and I said, like, I want to be here. I got to have experiences like that. And now I get to have wonderful experiences of now serving post-Academy life.   Naviere Walkewicz 21:04 I mean, I think that clip still gives me feelings of in that moment where she shared that because I had known that her mom had passed away. But I think what was so powerful about her sharing that story was in the bit of, you know, believing in yourself, going full for something, and then having someone believe in you and champion you to the point where, when you actually get there, and having her mom spend that with her before she passed. I just — that moment was something really special.   Wyatt Hornsby 21:34 It really is powerful. It must have been an honor and a privilege to have been able to share that moment with Lt. Marsh.   Naviere Walkewicz 21:41 It really was, and I think her whole conversation — what really inspired me, first, the fact that she actually started a foundation in her mom's name, the Whitney Marsh Foundation, but also more so that it actually shaped how she was as a cadet. She talked about, when she had the opportunity to champion others, so, you know, as she progressed in her cadet years, she wanted to make sure that other cadets had someone that they could talk to, so that she would be a voice for them, that she would hear them, and she would see them. And I think that was really powerful, because sometimes she was saying how she had felt lost and how she didn't have that support. And so, she turned it around and made sure that she was that person for someone else.   Wyatt Hornsby 22:19 Another example, Naviere, of someone who uses leadership opportunities to do good for others.   Naviere Walkewicz 22:25 Absolutely. And I thought, what was also fascinating, as such a young officer, she also — to Nicole Malachowski's point — took some time to know herself because she had been groomed, or maybe not groomed is not the right word, but she had, since early times of wanting to go to the Academy, had thought, I'm going to be a pilot and had been working towards her hours and her private pilot's license to get to the point where she could go to pilot training and become a pilot. And said, “Maybe this, this isn't my trajectory,” and looking into policy and so I think to the point of knowing who you are and knowing what you know you're really passionate about. Also, to what Coach Troy Calhoun said, they all kind of weave together. I thought that was really powerful.   Wyatt Hornsby 23:06 Agree. I thought it was very powerful too. And I'm really excited — I'm sure you are too, and a lot of graduates — just to see what she does with her life. I think that she's going to do some great work, and I think we're going to continue to hear about the amazing work that Madison Marsh is pushing forward, whether it's with cancer research and treatments or some other very, very important, worthy cause.   Naviere Walkewicz 23:29 Absolutely. No doubt about that.   Wyatt Hornsby 23:32 All right. Naviere, this next one, this was early Season 1, and our friend Dr. Doug Lindsay hosted this conversation. Doug is Class of 1992. It really stood out to me, and it was a conversation with Lt. Gen. (Ret.) B.J. Shwedo, Class of '87. Remarkable conversation with the director of the USAFA Institute for Future Conflict about the role that graduates are going to continue to play in our nation's security.   Naviere Walkewicz 23:59 I agree. Gen. Shwedo is such a dynamic speaker, and every time I have a chance to hear from him, I learn something new. But maybe for the sake of our listeners, in case they haven't heard that one yet, can you talk about what the IFC is?   Wyatt Hornsby 24:10 The IFC is the Institute for Future Conflict. So, it stood up a couple of years ago at the United States Air Force Academy. And really the goal is to inculcate across the Academy — and I'm not going to do this justice the way Gen. Shwedo can — but to inculcate across the Academy a focus on preparing cadets for what they will be facing amid Great Power Competition and for them to be able to bring that holistic thinking and that multi-domain thinking to how to fight and win the nation's wars if they are called upon.   Naviere Walkewicz 24:45 It's pretty incredible, some of the things that our cadets are exposed to. I remember when I was a cadet, I couldn't imagine have been briefed by some of our combatant commanders and having top-secret clearance levels to understand, really, what the adversary looks like and what we're up against. But they're looking at it across all different domains, and it's preparing our soon-to-be graduates for what's up for them right after.   Wyatt Hornsby 25:11 That's right. And one thing I'll mention before we roll the clip: Like you Naviere, I've heard Gen. Shwedo talk. In fact, we've been in probably many of the same talks, and graduates respond so well to what he shares, and I think it just instills even more confidence in the mission and the priorities of the Air Force Academy. So, without further ado, what do you say we roll that clip?   Naviere Walkewicz Let's roll the clip.   Gen. Shwedo 25:34 What we got to do is make them aware of the environment we're dumping them in. And case in point, I have one cadet he raises his hand like, you know, “Hypersonic missiles — I don't understand what's the big deal about that.” And I go, “OK, well, first of all, yes, they're fast, but as you remember from Physics 110, a ballistic missile trajectory is all mathematics. That's how the Patriot works. Hypersonic missiles can maneuver. So, all your math is now dead,” and go, “Oh, by the way, when you look down the range and you see all those antennas, NORAD, for the most part, was looking up to the north, because the quickest way to get an ICBM to the United States was over the top. You can actually take a hypersonic missile, put it in a low-Earth orbit, and that attack will come out of Antarctica.” Same cadet immediately raises his hand and goes, “So the maneuvering, is that RF, command guy?” and he's immediately trying to get into it. And I'm like, “I love you, man.” Because honestly, when you start making them aware of the threats, they immediately start thinking countermeasures. So, from the leadership standpoint, they understand that piece.   Naviere Walkewicz 26:44 Yes, I think that is huge. And it really talks about understanding what you're up against. I think what I really loved about what Gen. Shwedo said, was having the awareness allowed for them to start thinking about countermeasures. And I think that really does translate to leadership. When you have awareness of things, you can make better decisions. You can think about how you take care of your people better. It just actually translates across so many levels of leadership. What do you think?   Wyatt Hornsby 27:09 I agree completely, and I think too, just spending time with cadets — you would know better than I Naviere, you have two up on the Hill right now — but so curious, so curious. And they're here for a reason. They had choices in where they could have pursued what they wanted to do after high school, and they chose the United States Air Force Academy because they want to serve our country and, if called upon, fight and win those nation's wars. And so, just kudos to the work not only Gen. Shwedo is doing, but the cadets too, who are just so curious and so responsive to that awareness and really thinking deeply and preparing themselves for what the world is confronting the United States and our allies with.   Naviere Walkewicz 27:53 Absolutely. I think, what I really appreciate about Gen. Shwedo as well is he's another graduate that's giving back to our Academy, right? He's facilitating all of these lessons. He's helping to really promote how we can do this better. But it goes to show how our graduates are really involved with our Air Force Academy.   Wyatt Hornsby 28:12 A lifetime of service. I think that's what Gen. Shwedo would say. He came back because he wanted to continue to serve.   Naviere Walkewicz 28:18 Yes, absolutely. Well, the last moment that we'll talk about — and again, this was so hard, because there were so many good ones — comes from Karl Falk, Class of '98 the CEO of Botdoc. And this one was special for me, not only because we were at the Academy together, but I didn't know him then, and I know him now as a parent of also a cadet at the Academy. And his story was so, so incredible. Because when you think of a CEO of anything, you think, “Wow, this person's so accomplished. They've done all of these things.” And, you know, they must be doing great, and he is, but it started from humble beginnings. And when you take the time to listen to his podcast, it will really kind of help you see that you can start from anywhere and achieve anything, just as he did. This particular clip I have picked for us to listen to, though, is about kind of having people in your corner, and when people recognize in you, maybe before you do, how they can champion you. Let's give it a listen.   Karl Falk 29:20 You know, being in Texas, there's more spotlight on football, and I had some very good coaches. My head football coach in high school, Coach Bubba Fife — everyone in Katie knows Bubba Fife — and even to this day, he's still involved in the in the school district. But he was a big advocate for me, with coaches that came by, and there's some stuff I didn't find out until out until later in life where, you know, back then, it wasn't common for the school to provide shoes and, you know, some guys had their own pads and stuff like that. And I remember my mom years later telling me that actually Coach Fife came to her with money and said, “This is, uh — get him some shoes.” Sorry. That got to me a little bit more than I thought it was gonna be. So, I guess what I can say is, there's been a lot of people, I'm where I'm today because of a lot of people throughout my entire life, and I have a lot to be grateful for. But I was very fortunate to have those coaches in my life because — there was actually a time, this is actually a crazy story. There was a time where — so, I was the big, fat tuba player too. So, I kind of did everything because I enjoyed it, but there was a point where I kind of had to make a decision, because I was actually the guy that was playing football, and then, you know, marching band and football, and that's really tough to do. And I had made up in my mind that I was going to quit football, and because, you know, I didn't have a dad around, and my mom wasn't really into sports, like, I am and my kids are now. And I made up my mind, so I went to talk to one of the coaches, Coach Schubert, and, and I told him, I said, “I'm gonna quit football and, you know, I'm gonna be in the band.” And, and he looks at me, he goes, “No!”   Naviere Walkewicz 31:22 Right there. Sometimes the best answer you can get from a boss or a mentor or anybody is, “no.” What do you think, Wyatt?   Wyatt Hornsby 31:29 And by the way, Naviere, I'm trying to figure out the logistics. How do you play football and participate in the band? I played football in high school. I just don't know how you do that.   Naviere Walkewicz 31:40 You probably didn't change your clothes. You probably wore your uniform, though.   Wyatt Hornsby 31:43 Oh my gosh, like, I don't even know how you do that. But no, this was an extraordinary conversation. And you know, one of the things I like about the conversations that you've led and hosted, Naviere, is really going back to the beginning. And my takeaway from that conversation with Karl and that clip that we just played: He's never forgotten where he came from. As you said, he's become very successful in life. He's done well for himself, but he's never forgotten where he came from and who helped him along the way. Sometimes, Naviere, it just takes a pair of shoes.   Naviere Walkewicz 32:19 Oh gosh, that conversation was like I was getting to know someone all over again, because I got to know him as a parent of a fellow cadet. Him and his sons, Alec and Arden, were cadets there at the Prep School, now in the Class of '27, but seeing him through his own eyes, it just opened up a whole new experience for me. And I think one of the things I appreciated about his conversation as well was he talked about some of the tough times in getting to be successful. And while, yes, he had those people in his corner that helped him get there, there were times when — I think he even said, you know, “I didn't pay myself, like we might have missed a meal so that my folks could eat,” when he was still building his business. And I think it talks about the grit and kind of hard work and perseverance it takes to become successful. So, while he never forgot where he came from, he also talked about kind of the path to get there, and just the resilience and all of that in that. And I thought that was a really powerful story he shared.   Wyatt Hornsby 33:13 Agree, and I would suspect that grit and that perseverance, those were formed early in life, but then also really developed when he was here at the Academy. What do you think?   Naviere Walkewicz 33:26 Agree. And I think, and we talked about the lifetime of service that our graduates live. His company has actually given back to the Class of '27 through various ways. And so, I think it really does kind of show how, you know, you never forget where you come from, and then when you can, you give in ways that are meaningful. I think that's really powerful too.   Wyatt Hornsby 33:44 That's right. Well, Naviere, that was an awesome conversation. I just so enjoyed revisiting those conversations, and again, just mad congratulations to you, and thanks to you and Doug for just doing such a great job. I mean, this was tough, choosing the conversations that we just talked about, because there are just so many great ones, so many great ones. And I hope that our listeners will go back and listen to those conversations from seasons 1 and 2. But while they're at it, also tell others about Long Blue Leadership. Help spread the word, because these conversations are really impactful.   Naviere Walkewicz 34:20 Absolutely, and we can really use feedback coming directly to us at socialmedia@usafa.org. That's a way they can directly let us know what they enjoyed, what we can do better and what they can look forward to in Season 3.   Wyatt Hornsby 34:32 That's right. I mean, the podcast space, it's competitive, and there are a lot of great podcast shows out there, and so we know we just have to continue to raise that bar and elevate what we're doing. So, our listener feedback is so important and just continuous improvement and excellence in all we do.   Naviere Walkewicz 34:49 Absolutely. Well, thanks. Wyatt. Well, before we share what's coming up in Season 3, we'd like to take a moment and thank you for listening to Long Blue Leadership. The podcast publishes Tuesdays in both video and audio and is available on all your favorite podcast platforms. Watch or listen to all episodes of Long Blue Leadership at longblueleadership.org.   Wyatt Hornsby 35:11 Naviere, this was a real pleasure. I really enjoyed talking about these awesome episodes from seasons 1 and 2. And while we're at it, let's also thank our good friend Ted, who's done just remarkable work in helping to produce this show. And our listeners may not get to hear much from Ted, but he is behind the scenes doing awesome work on the show.   Naviere Walkewicz 35:32 He really is. Ted makes us look great, and when you say congratulations to me, it's only because Ted has been right alongside me all this way, and Doug, and anyone else that's been part of this podcast. It really has been us working with Ted.   Wyatt Hornsby 35:46 So, Ted, I'm going to put you on the spot. Share with us a little bit about maybe a couple of your takeaways from seasons 1 and 2, and what this process, what this experience has been like for you.   Ted Robertson 35:59 I can think about the first day I walked in the door, had my first eyes on the studio, and I'm thinking, “We're gonna have some fun here. We're gonna touch some lives, and we're gonna do some great things.” And it's been a real privilege to be a part of the communications team. And I talk a lot about the people that I work with, but Naviere, you've become a partner, and together, along with everybody else on the team, we're looking forward to bringing some more of these moments to our listeners and just sharing what leadership is all about. And we want to make it global. So, Season 3 coming and lots of great things to come in Season 3. I hope that sort of answers your question. The highlights for me are working with all of you.   Naviere Walkewicz 36:50 Aww, thanks, Ted. And speaking of what Ted was talking about, Season 3 is coming up. Should we share some of the amazing guests we're gonna have on the podcast?   Wyatt Hornsby 36:59 I think we should, Naviere, I mean, I am like you. I am so excited about Season 3. We've got some amazing names and Naviere. One of our guests is going to be Dr. Heather Wilson, Class of '82, 24th secretary of the Air Force. And she's also currently the president of the University of Texas, El Paso. So cannot wait to have the secretary — I don't know whether to call her Secretary Wilson or Dr. Wilson.   Naviere Walkewicz 37:23 I'm sure I'm going to find out, because I'm so excited to have that conversation with her as well.   Wyatt Hornsby 37:27 Likewise, and Naviere, I think also, we have a classmate who we're going to be talking to?   Naviere Walkewicz 37:31 Oh, we have a couple of classmates, actually. So, one of them, Joel Neeb goes by call-sign “Thor,” — Class of '99, Gold Will Shine — who has been a tremendously successful fighter pilot. He's authored some books, a former CEO, but he dealt with some very specific, I think, health challenges that shaped a new trajectory for him. And I'm not going to give it away. I think that's what they'll learn about in the podcast.   Wyatt Hornsby 37:56 I've had a couple of opportunities to spend time with Thor, and I'm excited about this one too. I think it's going to be an awesome conversation.   Naviere Walkewicz 38:03 Yes. And his is one where it really is about family too. I think we're going to hear some of that. And then my other classmate is with the FBI, so Mark McCulloch, Class of '99, and I think you've actually done a story on him recently on your team.   Wyatt Hornsby 38:17 I think we did a story on him in Checkpoints a couple of years ago, written by Jeff Holmquist. Yeah, I can't wait for this one too.   Naviere Walkewicz 38:26 It's amazing what Class of '99 is doing, but there's others. Who else shall we highlight today, Wyatt?   Naviere Walkewicz 38:43 We also have some young alumni, current board directors that will be speaking to. One of them is a Young Alumni Excellence Award winner, Emma Przybyslawski, Class of 2010.   Wyatt Hornsby 38:51 Can't wait to hear that one. And Emma — so she recently, as you said, received the Young Alumni Excellence Award. And I thought I knew Emma, and I learned a few things about her in our profile of her. So, that's going to be an awesome conversation.   Naviere Walkewicz 39:06 Can't wait to speak with her. And then Joe Bledsoe, class president for the Class of 2011, but also working with Gen. Shwedo right now.   Wyatt Hornsby 39:13 That's right. He's a fellow up in the Institute for Future Conflict. And again, just a remarkable graduate, a fighter pilot, really looking forward to that conversation. end of year. One other that I'm really excited about, Matt Kuta, Class of 2005 co-founder of Voyager Space and a former fighter pilot, really looking forward to that conversation as well.   Naviere Walkewicz 39:36 We have so many amazing grads to share stories with, and we could go down the list, but I think that's a good one just to, you know, whet the appetite. What do you think?   Wyatt Hornsby 39:44 I agree completely. I'm just excited about Season 3 and we'll get this going.   Naviere Walkewicz 39:49 Absolutely. Wyatt, this has been a blast. Thank you so much for joining me today.   Wyatt Hornsby 39:53 And thank you for inviting me, Naviere. This was a lot of fun.   Naviere Walkewicz 39:57 Absolutely, and we thank you for joining us as well. We can't wait to share our third season of Long Blue Leadershipbeginning this February. You can expect more compelling stories from outstanding USAFA graduates, each sharing unique perspectives and practical advice on overcoming challenges and inspiring others. With a mix of thought-provoking conversations and real-life experiences, Season 3 promises to engage, inspire and empower both seasoned and aspiring leaders alike. Visit longblueleadership.org for more episodes and to subscribe. Also, nominate a guest or send us your feedback at socialmedia@usafa.org, and finally, Long Blue Leadership is available on all of your favorite podcast apps. We can't wait to see you there.   KEYWORDS leadership lessons, season highlights, guest perspectives, teamwork, perseverance, humility, service, season three preview, Gavin Marks, Commandant of Cadets, Nicole Malachowski, Thunderbird pilot, tick born illness, Lyme Disease, Coach Calhoun, Falcons Football, Madison Marsh, Miss America, Karl Falk, Bot Doc, B.J. Schwedo, Institute for Future Conflict, leadership journey, character development, personal growth, mentorship, resilience, future conflict       The Long Blue Line Podcast Network is presented by the U.S. Air Force Academy Association and Foundation  

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on big tech moves, concerns coming on the back of geopolitical uncertainties, US 10-year Treasury bond yields, strength of the US Dollar and where money is flowing. Presented by: Ryan HuangProduced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

As part of a special two-week series featuring highlights from Julius Baer's recent Beyond Markets podcasts, today's show features a clip from a conversation where Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the current and expected market environment as the new economic cycle unfolds, and what opportunities this should present going into 2025. 00:00 Introduction by Helen Freer (Investment Writing)00:31 Market Outlook 2025: Christian Gattiker (Head of Research), Mark Matthews (Head of Research Asia), Bernadette Anderko (Investment Writing)11:15 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Join us for our 2024 SLHour Christmas special: Gillian has a lesson about saying yes; Sr. Marie-Paul Curley, fsp finds the Window to the Soul to a mother and son film; Mark Matthews shows us how to incarnate love, and we reconnect with singer/songwriter Aly Aleigha, who has some new Advent/Christmas music.

In 2024, we witnessed the normalisation of many economic variables, notably inflation and growth, clearing the path for monetary policy easing in the US and Europe. Looking to 2025, with a new Republican administration in place in the US there will be plenty of changes to digest. Our analysts believe that the key to success will be closing significant fiscal, geopolitical, and corporate deals whilst also achieving economic growth. What does this mean for financial markets and those who invest in them?In this episode of the Beyond Markets podcast ‘Market Outlook 2025 – The art of the real deal', Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the market environment, why they expect broadening equity returns, and which sectors are set to benefit from likely growth and policy shifts in 2025.00:37 Introduction to topic and speakers01:06 Broad expectations for 202502:08 Monetary policy oulook02:43 Trump tariff implications for Europe03:18 Trump tariff implications for Asia04:45 Equity preferences in Asia06:19 Developed market equity stance06:57 Preferred cyclical sectors07:35 The impact of the Republican sweep10:02 USD bond opportunities10:27 EUR bond opportunities11:02 The duration sweet spot11:29 Emerging market bonds11:49 Our view on gold's outlook12:44 Next Generation: Cloud computing & AI; Extended longevity14:39 Next Generation: Future cities15:14 Summary of our outlook for 202515:50 Closing commentsWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Professional Mountain Biker Mark Matthews talks about his early beginnings on a bike and his journey to becoming a pro rider. Mark touches on riding in Victoria as a teenager and how he began the early stages of creating a sanctioned jump park in his local community. We discuss the changing MTB industry and how pro riders no longer need to put themselves on the line to win events and being an online influencer is a much more sustainable avenue but involves utilizing more skill sets than just riding the bike. Marks Sponsors:Marin Bikes ShimanoSuntourInsta360KavuLazerPNW ComponentsDelium TiresGodfathers GarageDodge City CyclesNobl WheelsSupport the show

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on how the markets are reacting towards Trump's cabinet picks, potential slashing of government funding, as well as his outlook on the economy given the recent rise in yields. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

The holidays can be a difficult time for a lot of people. This week, author Paul Jarzembowski helps us find hope in the holidays. Danny and Antonia Torchia continue sharing tips on how to bring up children in a domestic-monastic home; Our Hollywood Undercover Missionary, Mark Matthews is thinking about the four last things and we reconnect with singer/songwriter Sarah Hart who has a new album for the Advent/Christmas season.

The S&P fell 2% last week, but it is still 1.5% higher following the Donald Trump's victory at the 2024 US presidential election. Serious change looks set to be coming under a second Trump administration. The new administration will implement a libertarian vision, which includes economic freedom, and thus a push for freer markets, and a leaner and more efficient government promised by the new “Department of Government Efficiency” limits the risk of unproductive allocation of capital. On inflation and interest rates, the October consumer and producer price inflation numbers both came out hotter than expected. The most recent initial jobless claims reading was also at the lowest since May. Such developments call into question the narrative that interest rates are going to continue declining at the faster pace expected a few months ago. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

We take a journey with Mary and the disciple John with author Chris Stepien and learn about his new book, Disciples of Doubt. Danny and Antonia Torchia introduce us to how to rear rebels in a domestic-monastic home; Mark Matthews asks whether to AI or not to AI and we reconnect with singer/songwriter Laura Huval who has a new Rosary album.

Mark Matthews is a professional mountain biker that has been around the world creating content that has been seen by millions of eyeballs. Today, he's here to chat about his hack for 1 million subscribers, his famous cats and living with the late, great Jordie Lunn.   Leave Us A Voice Message

Personal consumption expenditure (PCE) inflation rising 2.6% y/y in July is a perfectly acceptable reading for the market. Excluding the notoriously lagged housing component, it would be 2.1%, right where the Federal Reserve (Fed) wants it to be. However, inflation has less relevance for the market now that the Fed has made it clear that its focus is on employment. Initial jobless claims have returned to 230,000, and the Q2 annualised GDP has been revised upwards to 3.0% q/q, both suggesting that the economy is far from entering a recession. The Chinese government may allow homeowners to refinance as much as USD5.4trn of mortgages, which would be good for consumer sentiment. The dollar/renminbi exchange rate has broken an important support line. A rising renminbi tends to lift other Asian currencies. Usually, when money goes into a currency, the assets denominated in that currency see a lift too.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Three weeks ago, there were concerns of a new Black Monday, similar to the one in 1987. Today, global equities have reached a new high. Federal Reserve Chairman Jerome Powell's speech at Jackson Hole focused on the labour market, where he said that the cooling is unmistakable. However, the Challenger Report showed only 26,000 job cuts in July, much lower than the 20-year average of 63,000 per month. A closer look at the rise in unemployment shows that much of it is coming from new entrants to the labour force who have not yet found jobs, leaving them still in the ranks of the unemployed. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Global equities surged, driven by US stocks, as strong retail numbers and encouraging jobless claims alleviated recession fears. US Treasury yields and the dollar also climbed. Meanwhile, gold rose on Middle East tensions and expectations of interest rate cuts. Retail giants Walmart (the world's largest retailer) and Alibaba (China's largest retailer) saw their shares jump, with Walmart boosting its sales guidance and Alibaba benefiting from broker upgrades despite mixed earnings. According to Mark Matthews, Head of Research Asia, major Asian markets look promising, including Japan (where a weaker yen should boost stocks), India (with its structural growth drivers), and China (too cheap to ignore).00:00 Introduction by Helen Freer (Investment Writing)00:34 Markets wrap-up by Mike Rauber (Investment Writing)07:21 Asia update: Mark Matthews (Head of Research Asia)15:17 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

In only three of the past thirty years did the S&P 500 index do as well or better than what it has done year-to-date. A consolidation or correction is likely over the next month or so and indeed would be a healthy thing, for the market to carry on later in a sustainable manner. While it's still early days, Q2 earnings look like they will beat the consensus forecast of 9.7% y/y (which is already the highest since Q4 2021). Odds infer that if the Democrat Party picked a nominee other than Vice President Kamala Harris, its chances of winning the presidential election would be over 50%. But almost all the potential candidates have already pledged their support to her, meaning they don't want to run. Donald Trump is therefore most likely to win, which in general is perceived as a market-friendly event.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

This week we learn about the first ever Masters in Women's and Gender Studies in the world, now offered at the University of St. Thomas in Houston. Ed Clancy of Aid to the Church in Need returns with Where God Helps to tell us about recent priest persecutions; Mark Matthews learns spiritual insights from a popular Hollywood spot, and we meet with Canadian song-writer and musician Rob Grossi.

After many years of abnormalcy in the fixed income market, we are finally starting to see some normalcy returning to it. However, that doesn't mean there are no problems with government bonds. The US debt load has risen to 35 trillion post the pandemic, consequences of the US election are uncertain, and military spending will go up if tensions continue to rise around the world.  On the other hand, the world economy is doing well, companies are becoming better run, and inflation expectations are generally falling. Against this backdrop, investors could look to  investment grade corporate bonds in the fixed income space.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

The Swiss equity market continues to shine among its European peers, with inflation well below the Swiss National Bank's upper target and the stock market outperforming. In Asia, all eyes are on the Indian elections, where Prime Minister Modi's party failed to win an outright majority but he looks set for a third term in office. Mark Matthews, Head of Research Asia, shares his views on the Indian election and reviews the Chinese and Japanese markets. Dario Messi from Fixed Income Research discusses our expectations for tomorrow's European Central Bank rate decision.00:00 Introduction by Bernadette Anderko (Investment Writing)00:44 Markets wrap-up by Lucija Caculovic (Investment Writing)05:55 India election results & Asia calls by Mark Matthews (Head of Research Asia)14:36 Bond markets update by Dario Messi (Fixed Income Strategy)19:48 Closing remarks by Bernadette Anderko (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

As India's Lok Sabha elections enter the final phases, the nation finds itself amidst strong equity market outperformance and favourable demographic tailwinds. Additionally, India is well-positioned to reap significant benefits from the AI revolution.Join our Julius Baer experts Mark Matthews, Head of Research Asia and Bhaskar Laxminarayan, CIO Asia, and Head of Investment Management Asia, as they take a pulse check on the current political and market sentiment and examine the economic and investment landscape for India beyond the elections.

On this episode of the HWMF Podcast, Seth & Bob sit down with Mark Matthews from Uprising/MIT45 to discuss the new substance that's taking the fitness industry by storm. What is it? Who can benefit? 

A ceasefire in Gaza appears less likely following additional demands by Hamas and the shelling of Israeli troops in Israel. Wage growth in April was its lowest since June 2021, which should mean less inflation. However, the Cleveland Federal Reserve predicts the upcoming headline April CPI inflation reading will be a disappointingly high 3.5% year/year, the same as March. The Yen fell 5% in April, then bounced 5% since then. There's been no event, so the best we can say is as long as people can borrow at 1% in Yen and invest at 6% in US Dollars, the currency will go down. But a Big Mac in Japan is 12% cheaper than a Big Mac in China, while Japanese incomes are 6x higher than Chinese ones. It's not possible for a developed market to have emerging market prices forever.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

How do we teach young people to have prolife discussions? This week, Camille Pauley of Healing the Culture tells us about their new series, “Forbidden Discussions”. Marie Claude Lalonde of Aid to the Church in Need brings us an update from Sudan; Mark Matthews has just returned from Europe , and we reconnect with Canadian, husband-and-wife duo, Jesse and Kathleen Leblanc aka, Found Together.

Ladies and gentlemen, it is my great pleasure to introduce our esteemed guest, Mark Matthews, a partner at MIT45. For over a decade, MIT45 has been dedicated to enhancing lives through kratom, evolving from its humble origins to a cornerstone in its vibrant community. Their commitment is not just about providing high-quality products but also fostering a work culture that balances professional responsibilities with personal well-being. This philosophy not only energizes their team but also ensures they live the very mission they advocate for—helping others to lead fuller, more balanced lives. Today, we are privileged to have Mark with us not just to celebrate these achievements but also to address some of the hard questions and controversies surrounding kratom. His insights will undoubtedly shed light on the complexities of this field and how MIT45 navigates these challenges with integrity and innovation. Please join me in giving a warm welcome to Mark Matthews. To enjoy an exclusive VinnyRoc Podcast discount, visit our sponsor's page: PODCAST SPONSORS LINK HERE https://stan.store/vincentroccovargas Every sponsor plays a pivotal role, and we deeply appreciate their commitment to our vision. If you're new or haven't had the chance yet, we invite you to tune into our latest episode on YouTube. While you're there, don't forget to subscribe to our channel and follow us on social media to keep up with all the exciting content we've got lined up. And if our conversations resonate with you, please feel free to share them within your circles. Your ongoing support means the world to us and the VinnyRoc Podcast. #VinnyRocPodcast #ThankYouSponsor #personaldevelopment #entrepreneurship

A mother and daughter in Belize work together to navigate the challenges of entering the country with an expired passport, a determined diver confronts the depths of the ocean swimming against sudden swells and learns some harrowing news the next day when she returns to the water. An artist wrestles with self-doubt and the meaning of success. And a woman on a wilderness adventure faces a grizzly bear encounter, wolves and swarming bees on her ordeal to get out and help with a family emergency. In this episode of the Tell Us Something podcast, four storytellers share their true personal story on the theme “Close to the Edge”. Our stories today were recorded live in person in front of a packed house on March 26, 2024 at The George and Jane Dennison Theatre. An expired passport throws mother-daughter vacation into chaos! Listen to their dramatic encounter with immigration and how they turned a mishap into an unforgettable experience. We call her story “The Trip of a Lifetime”. Traci Sylte shares her story “The Trip of a Lifetime”

The most likely trajectory for the Middle East is that things de-escalate. World economic growth looks set to accelerate, meaning inflation could remain sticky. We look for rate cuts in September, November and December, and for treasury yields to come down a little bit. Technology stocks are sensitive to the slightest negatives, but a strong economy still suggests a positive outlook for earnings growth this year.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.Middle East, oil, economic growth, inflation, rate cuts, treasury yields, technology stocks, earnings growth.

The S&P's performance after “shock events” shows, unsurprisingly, that the ones that caused no damage to the economy had the least impact on the market, and vice versa. The oil price is steady post Iranian attacks on Israel, suggesting the latter this time.While the Yom Kippur War and Oil Embargo of 1973 strike parallels with today, the global economy is less than half as reliant on oil as it was then. There are many other suppliers apart from the Middle East, and no one is talking about an embargo today. March CPI inflation at 3.5% year/year has caused concerns that inflation is beginning to trend higher again. But the culprits driving it (auto insurance and rents) are likely to come down.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

A sequential rise in February core inflation is not cause for concern, as it is due to “residual seasonality”, an auto insurance outlier, and residential real estate which will come down. The S&P 500 index's positive return in each of the last four months is something that only happened 16 times before; on average after those times, it returned 16% to the end of the year. There is a break-out in the downward trend of the Chinese stock market, and the gradient is turning positive in several economic data series there. Japan's wages will be 5.3% higher than last year, the largest increase since 1991. We look for the Bank of Japan to raise the policy rate from -0.1% to 0.2% a year from now. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Geting lost in the woods, chasing the dragon, and ... showtunes?This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

Employment data suggests slower wage inflation and overall inflation ahead, and therefore lower interest rates. The S&P is up 26% since its interim low in October 2023, the same return as all of 2021, but in a third the time. A change pf key personnel at the US State Department may signify a change in policy. A cease-fire in Ukraine would be a real positive for Europe, and would also mean lower energy prices, a win for President Biden. Government and central bank sources in Japan are leaking that a policy change is afoot. If union-management wage negotiations for this year show a rise equivalent or more than last year's, it would be the excuse the Bank of Japan needs to end quantitative easing, and raise interest rates. Even if the yen goes up 5% vs. dollar over the next 12 months (which is our forecast), it will still be one of the most competitive currencies in the world. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

In rising 1.2% on Friday last week, the S&P 500 index went to a new high. In the 14 previous times since 1950 when the index went to a new high after a year or more months without one, it was up a year later in all but one, and the average return in all 14 times was 15%. With equal-weighted indices still below their highs, this is still a technology-driven bull market. Past presidential election cycles show the market tends to do well both 6 months before and after elections, regardless of the ideology of the winner.This episode is presented by Mark Matthews, Head of Research Asia Pacific.

After global inflation and growth rates finally slowed down in 2023, what should investors expect for 2024?In this episode of the Beyond Markets podcast ‘Market Outlook 2024 – the start of a new cycle', Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko, Investment Writer about the current and expected market environment as the new economic cycle unfolds, and what opportunities this should present.00:33 Introduction01:16 When will rate cuts begin?03:22 Global growth and inflation expectations for 202404:29 A soft landing is expected05:43 Risks from China09:04 Our key calls for 202413:27 Fixed income in focus16:38 Emerging markets bond recommendations19:27 Developed market equities- Quality growth and a defensive tilt23:25 Add cyclicals in anticipation of the new cycle24:29 Japanese equities27:44 Swiss assets29:39 Commodities31:23 US election yearWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. 

In this episode, Mark Matthews, Head Research Asia Pacific analyses the economic data and market moves of recent days: including US December nonfarm payrolls coming above expectations, 10-year treasury yields moving above 4%, and the performance of the S&P 500 index in the first week of trading. What does history tell us about how the S&P 500 performs for the full year, after a negative return in the first week? How has the US stock market performed in election years? Tune in to find out more.

In our first podcast episode for the year, Mark Matthews, Head Research Asia Pacific, shares why the US market should do well in 2024, despite the S&P 500 index returning 26% in 2023. We need to remember that 2022 was a bear market, and in fact the index is only at the same level it was two years ago. The reasons for last year's earnings recession were high inflation and high interest rates. But inflation has come down, and all indications are that interest rates will too. Earnings growth of about 10% this year and next is not an unreasonable assumption.

Dominique Maire (Head Equity and Fixed Income Investment Management) and Chris Irwin (Head FX and Metals Trading Asia Pacific) review how stocks, bonds and the precious metal markets performed in 2023. They discuss their investment preferences for 2024 including investment grade credit, quality emerging market corporate bonds and dividend growers. They also speak about the key drivers and technicals for precious metals, including large redemptions for Gold ETFs in 2023 and a survey showing many Chinese consumers are intending to purchase gold jewellery. This episode is moderated by Mark Matthews, Head Research Asia Pacific at Julius Baer. We wish all our listeners a Happy Holiday season and we look forward to speaking with you in the New Year!

Mapleton's Schoch is Park National Bank Athlete of the Month for November: https://www.ashlandsource.com/2023/12/01/mapletons-schoch-is-park-national-bank-athlete-of-the-month-for-november/ Today - We'll hear from recent Ashland Source Athlete of the Month, Mapleton cross country runner Isaik Schoch.Support the show: https://www.sourcemembers.com/See omnystudio.com/listener for privacy information.

Mark Matthews, Executive Director of Research for the National Retail Federation, joins the show to discuss the state of the retail industry and why traditional bricks and mortar retail isn't going anywhere. Hosted on Acast. See acast.com/privacy for more information.

Join us on a journey into the heart of one of the world's most captivating investment landscapes – India. India went from being a USD 280 billion economy 30 years ago to a USD 3.2 trillion economy this year – a tenfold increase. It's the fifth largest economy in the world, and by the end of the decade it's forecast to be number three. India is also the fifth largest stock market in the world. A hundred dollars invested in India's Nifty index 30 years ago, would be 1,600 dollars today. So, what happened in India? Our Julius Baer experts Mark Matthews, Head of Research Asia, and Rupen Rajguru, Head of Equity Investment and Strategy discuss the reasons behind India's impressive growth story and explore why India is such a compelling investment case today. Tune in to our podcast and embark on a journey of growth and opportunity in India.

The dollar fell 2.3% last week to below the psychologically-significant 100 level as US inflation numbers continue to go down nicely. Fed fund futures see a 92% chance of a rate hike on July 26, so the market won't be surprised when that happens. More importantly is September and beyond. Federal Reserve governor Chris Waller (considered the 2nd most hawkish voting member) said last week: “In September if inflation bounces back, we should hike. But if the data looks like we're making progress - we'll get 2 more CPI reports - if they look like the last 2, the data would suggest maybe stopping.” Although the S&P 500 Index's 17.5% rise this year may appear excessive, in past years with such strong year-to-date moves, the index rose through the remainder of the year three-quarters of the time. Importantly, the bull market that had been confined to large technology stocks is broadening to other sectors, including cyclical ones. Their move contradicts the still widely-held believe that a sharp economic slowdown or recession is on the horizon.This episode is brought to you by Mark Matthews, Head of Research Asia at Julius Baer.

Dream Job Ready Episode 56 - Overcoming Imposter Syndrome: Embrace Your Achievements and Build Lasting ConfidenceThis episode is sponsored by Shopify. Click this link to sell online for free today -> https://shopify.pxf.io/dreamjobreadyThis episode looks at the topic of overcoming imposter syndrome and unlocking your true potential. Imposter syndrome can hold us back from fully embracing our achievements and feeling confident in our abilities. But fear not! With the right mindset and some practical strategies, we can break free from its depressing grip and cultivate lasting confidence. Discover how to embrace your accomplishments, silence your inner critic, and step into your greatness.Your next dream job is just around the corner, so don't stop yourself from making the next move.If you'd like to financially support this podcast series, please make a contribution via https://supporter.acast.com/dream-job-ready-1If you'd like to connect with Dream Job Ready via our Socials:YouTube / Search 'Dream Job Ready'LinkedIn / https://www.linkedin.com/company/dreamjobreadyFacebook / @dreamjobreadyInstagram / @dreamjobreadyMusic: ‘Funky Sunday' composed and performed by Mark Matthews.Copyright 2020 | RemarkableSupport this show http://supporter.acast.com/dreamjobready. Hosted on Acast. See acast.com/privacy for more information.

From its low in October last year, the S&P 500 index is up over 20%, meaning it meets the technical definition of a bull market. Its largest company, Apple, is less than 1% from making a new all-time high. There were 26 bull markets since 1929, as defined as a 20% or more rally that was preceded by a 20% or more decline. 19 of the 26 had returns of over 30%. 16 of them had returns of over 50%. But this bull market goes against economic indicators that point to a slow-down or recession, and its breadth is unprecedentedly narrow, with less than one in four S&P companies outperforming the index. The forward price to sales ratio of the S&P Information Technology index at 6.5x is at a near-record high, compared to its long term average of 3.5x. And in the Q2 results season that starts next week, analysts expect a 9% y/y decline in earnings, the biggest decline since Q2 2020. But after that, analysts look for better earnings each quarter. As we move into H2 2023, the market will focus more on next year than this year. Analysts look for 2024 earnings to rise 11% y/y. Last week, the energy, financials and transportation indices all broke above downtrends in place since November 2021 and January 2022. All three are cyclical sectors; sensitive to the health of the economy.This episode is presented by Mark Matthews, Head Research Asia at Julius Baer.

The S&P 500 index has now retraced 50% of last year's bear market decline. Once that milestone had been breached in previous bear markets since World War Two, the index was up 12 months later in all instances. It was also up 12 months later following the last rate hike of all the rate hike cycles since 1980, with the exception of one (the year 2000). With the pace and magnitude of the current rate hike cycle the fastest in history, our view is it is over, with the last rate hike occurring three weeks ago. The big surprise this year is the V-shaped recovery in technology stocks, with the Nasdaq 100 up 30% since the beginning of the year. Usually after such a big sell-off as last year's, time is needed to build a base. Last week hedge fund manager Stanley Druckenmiller said "AI is very, very real and could be every bit as impactful as the internet". While valuations of some of the purer-play AI stocks are back to dot-com highs, for others, compound annual growth rates over the next five years mean they will be significantly cheaper than the S&P 500 index.This episode is hosted by Mark Matthews, Head Research Asia at Julius Baer.

The Tokyo Stock Price Index has returned 12% in yen and 8% in dollars this year, on par with the S&P 500. Japan lifted Covid restrictions only recently, so the recovery that happened in the West last year is happening there now. We anticipate the Bank of Japan will widen its yield curve control band or even abolish it, during its June or July meeting, and see the dollar yen rate 10% higher than where it is now, in a year's time. There is an argument that wage inflation and corporate reform will force Japan Inc.'s 8% return on equity higher. We believe the combination of a declining population and low profit margins will keep it low. However, some Japanese companies are leaders globally in what they do, with returns on equity above 20%. They have been good stocks to own over the past five years, and should continue to be going forward too. This episode is hosted by Mark Matthews, Head Research Asia at Julius Baer.

In this episode of The Week in Markets, it's too early to say the rout in regional bank stocks is over, but the big deposit outflows seem to have stopped. Julius Baer financial company analyst Roger Degen has identified six regional banks with structural weaknesses, but none have assets in excess of $100 billion (Silicon Valley Bank had $209 billion in assets), and a proposed increase in the federal government guarantee of for business deposits appears to have calmed nerves. The Federal Reserve's interest rate hike last week was probably the last of this cycle. Chairman Jerome Powell said that inflation probably isn't going to come down quickly, so it would not be appropriate to cut rates.” Still, the economy is in remarkably good shape, and we think if there is a recession it will be only a small contraction over a couple of quarters. In that event, assuming inflation remains above 3%, S&P earnings growth would still be positive. Looking at the performance of the S&P after the last rate hike of rate of the previous ten rate hike cycles, in only two of them was the index down a year later, and the average return including them was 14%.This episode is presented by Mark Matthews, Head Research Asia at Julius Baer.

In this episode of The week in markets, the market seems to be breathing a sigh of relief about the takeover of First Republic Bank. Unlike with Silicon Valley Bank, when treasury yields collapsed, since JP Morgan purchased First Republic, treasury yields have risen. It will listen closely for hints the Fed is coming to the end of its rate hike cycle, when the Fed meets this Wednesday. Even if there is one more 25 basis point hike, it's tiny compared to the move from 0.25% to 5%, since March last year. As we enter the so-called “sell in May and go away” time of year, it's worth noting that in previous years when returns from January through April were positive, the S&P was up three quarters of the time from May through October, and the average return was 4%. This week another 162 companies report their earnings. If the trend of companies beating analyst forecasts continues, the year/year earnings decline to continue to shrink. So that by the time all of them have reported, the earnings growth could be zero, from an estimated -6.7% going into the results season, and -3.7% today.This episode is presented by Mark Matthews, Head Research Asia at Julius Baer.

In this episode of The Week in Markets, CNBC's All America Economic Survey, the Philadelphia Fed's Manufacturing Index, the Conference Board's Leading Economic Index, and credit availability to small businesses all suggest an imminent recession. Yet S&P's preliminary US Composite PMI rose from 52.3 in March to 53.5 in April, signaling an impending rise in GDP. We put the odds of a recession in the US at 50/50.This episode is presented by Mark Matthews, Head Research Asia at Julius Baer.