Podcasts about Market

Michael Reinking, NYSE Senior Market Strategist, kicks off 2026 with a look back and ahead. After a volatile Q1, the S&P 500 closed 2025 up 16.4%, marking a third straight year of double-digit gains driven by AI. Fed easing and rotation into small and midcaps shaped Q4, raising questions about whether broadening continues. Geopolitical headlines, including U.S. action in Venezuela, barely rattled markets as oil held steady. With indices near record highs and key data and earnings season ahead, investors enter the new year with cautious optimism.

김영철의 파워FM - 진짜 영국식 영어 535회 - 이 메뉴는 시가(싯가)입니다. = Market price (MP).

In this episode of Molecule to Market, you'll go inside the outsourcing space of the global drug development sector with Selin Kurnaz,  Co-Founder and CEO at Massive Bio,   Your host, Raman Sehgal, discusses the pharmaceutical and biotechnology supply chain with Selin, covering:   How a cancer diagnosis in her family led Selin down a path of accidental entrepreneurship, fundraising, and the application of AI in drug development. The major pivots in Massive Bio's journey that transformed it into a broker of access between patients and pharmaceutical companies. Her views on the misallocation of capital in market access enablers versus research and development. How gaining traction with advocates inside big pharma helped ensure investors took notice. Why the influence of AI on clinical trials and real world evidence will continue to grow as part of the patient journey.   Selin Kurnaz graduated from Boğaziçi University in Turkey, where she had a dual major in industrial engineering and mechanical engineering. She then continued her education in the United States, where she obtained two masters degrees and a doctorate in mechanical engineering at the University of Michigan. Following her education, Selin served as an executive consultant on strategy, operations, and company trading for a decade. In 2015, she co-founded Massive Bio.     Molecule to Market is also sponsored by Bora Pharmaceuticals and Charles River Laboratories, and supported by Lead Candidate. Please subscribe, tell your industry colleagues and join us in celebrating and promoting the value and importance of the global life science outsourcing space. We'd also appreciate a positive rating!

Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Morgan Stanley's Head of U.S. Internet Research. Andrew Percoco: And I'm Andrew Percoco, Head of North America Autos and Shared Mobility Research. Brian Nowak: Today we're going to talk about why we think 2026 could be a game changer and a point of inflection for autonomous vehicles and autonomous driving. It's Thursday, January 8th at 10am in New York. So, Andrew, let's get started. Have you ridden an autonomous car before? Andrew Percoco: Yeah, absolutely. Took a few in L.A., took one in San Francisco not too long ago. Pretty seamless and interesting experience to say the least. Brian Nowak: Any accidents or awkward left turns? Or did you feel pretty comfortable the whole time? Andrew Percoco: No, I felt pretty comfortable the whole time. No edge cases, no issues. So, all five star reviews for me. Brian Nowak: Andrew, we think your answer is going to be a lot more common as we go throughout 2026. As autonomous availability scales throughout more and more cities. Things are changing quickly. And we kind of look at our model on a city-by-city basis. We think that overall availability for autonomous driving in the U.S. is going to go from about 15 percent of the urban population at the end of 2025 to over 30 percent of the urban population by year end 2026. Andrew Percoco: Yeah, totally agree. Brian, I'm just curious. Like maybe layout for us, you know, what you're expecting for 2026 in more detail in terms of city rollouts, players involved and what we should be watching for throughout the next, you know, nine to 12 months. Brian Nowak: We have multiple new cities across the United States where we expect Waymo, Tesla, Zoox, and others to expand their fleet, expand autonomous driving availability, and ultimately make the product a lot more available and commonplace for people. There are also new potential edge cases that we think we're going to see. We're going to have our first snow cities with Waymo expected to launch in Washington, D.C.; potentially in Colorado, potentially in Michigan. So, we could have proof of concept that autonomous driving can also work in snow throughout [20]26 and into 2027 as well. So, in all, we think as we sit here at the start of [20]26, one year from now, there's going to be a lot more people who are going to say: I'm using an autonomous car to drive me around in my everyday practice. Andrew Percoco: Yeah, that makes a lot of sense. And I guess, what do you think the drivers are to get us there, right? There's also some concerns about safety, adoption, you know, cost structure. What are the main drivers that really make this growth algorithm work and really scales the robotaxi business for some of the key players? Brian Nowak: Part of it is regulatory. You know, we are still in a situation where we are dealing with state-by-state regulatory approvals needed for these autonomous vehicles and autonomous fleets to be built. We'll see if that changes, but for now, it's state by state regulation. After that, it comes down to technology, and each of the platforms needs to prove that their autonomous offerings are significantly safer than human driving. That is also linked to regulatory approval. And so, when we think about fleets becoming safer, proving that they can drive people more miles without having an accident than even a human can – we think about the autonomous players then scaling up their fleets. To make the cars and fleets available to more people. That is sort of the flywheel that we think is going to play out throughout 2026. The other part that we're very focused on across all the players from Waymo to Tesla to Zoox and others is the cost of the cars. And there is a big difference between the cost of a Waymo per mile versus the cost of a Tesla per mile. And we think one of the tension points, Andrew, that you can, you can talk about a little bit here, is the difference in the safety data and what we see on Tesla as of now versus Waymo – versus the cost advantage that Tesla has. So, talk about the cost advantage that Tesla has through all this as of right now. Andrew Percoco: Yeah, definitely. So, you know, as you mentioned, Tesla today has a very clear cost advantage over many of the robotaxi peers that they're competing with. A lot of that's driven by their vertical integration, and their sensor suite, right? So, their vehicle, the cost of their vehicle is – call it $35,000. You've got the camera only sensor approach. So, you don't have lidar, expensive lidar, and radar in the vehicle. And that's just really driven a meaningful cost improvement and cost advantage. On our math about a 40 percent cost advantage relative to Waymo today. Now going forward, you know, as you mentioned, I think the key hurdle here or bottleneck, that Tesla still needs to prove is their safety. And can they reach the same safety standards as a human driver? And, you know, the improvement that you've seen from Waymo. You know, to put some numbers around this. Based on publicly available data in Austin, Tesla's getting in a crash, you know, every about, call it every 50,000 miles; Waymo is closer to every 400,000 miles per crash. So today, Waymo is the leader on safety.I think the one important caveat that I want to mention here is that's on a relatively small number of miles driven for Tesla. They've only driven about 250,000 miles in Austin, whereas Waymo's driven close to, I think, a hundred million miles cumulatively. So, when you look back, I think this is going to be the kind of key catalyst and key data point for investors to watch is – how that data improves over the course of 2026. If you track Waymo – Waymo's data improved substantially as their miles driven improved, and as they launched into new cities.We'd expect Tesla to follow a similar trend. But that's going to be a huge catalyst in validating this camera only approach. If that happens, Tesla's not limited in scale, they're not limited in manufacturing capacity. You can meaningfully see them expand… Or you can see them expand quite quickly once they prove out that safety requirement. Brian Nowak: I think it's a great point because, you know, one of the other big debates that we are all going to have to monitor in the AV space throughout 2026 is: How quickly does Tesla completely pull the safety drivers, and how quickly do they scale up production of the vehicles? Because one of the bank shots around autonomous driving is actually the rideshare industry. You know, we have partnerships; some partnerships between Waymo and Uber and Waymo and Lyft. But Tesla is not partnering with anyone. And so, I think the extent to which we see a faster than expected ramp up in deployment from Tesla can have a lot of impact. Not only on autonomous adoption, competition with Waymo, but also the rideshare industry.So how do you think about the puts and takes on Tesla and sort of removing the drivers and scaling up the fleet this year? What should we be watching? Andrew Percoco: Yeah, so they've already made some strides there in Austin. They've pulled the safety monitor. They haven't opened that up to the public yet without the safety monitor. They're still testing, presumably in that geography. They need to be extremely careful in terms of, you know, the regulatory compliance and making sure they're doing this in a safe way. Ultimately that's what matters most to them. We do expect them to roll it out to the public without the safety monitor in 2026. Whether or not, that's the first quarter or the third quarter – is a little bit tougher to predict. But I think it's reasonable to assume whatever the timeline is, they're going to make sure it's the safest way possible to ensure that there's, you know, no unintended consequences as it relates to regulation, et cetera. I think one, also; one important data point or interesting data point here. You know, we model, I think, a 100 percent CAGR in miles driven, autonomous miles driven through 2032. You can talk a little bit about, you know, what the implications for rideshare, but I think important. It's important to contextualize that would still only represent less than 1 percent of total U.S. miles driven in the U.S. So substantial growth over the next, call it six or seven years. But still a massive TAM to be tapped into beyond 2032. And I think the key there is – what's the cost reduction roadmap look like? And can we get robotaxis to a point where they are cheaper than personal car ownership? And could robotaxis at some point disrupt the car ownership process? Brian Nowak: Yeah. And the other more important point around rideshare will be how much do these autonomous offerings expand the addressable market for rideshare and prove to be incremental? As opposed to being cannibalistic on existing ride share rides. Because you're right that, you know, even our out year autonomous projections still have it less than 1 percent of the total trips. But the question is how much does that add to ride share? Because in some scenarios, those autonomous trips could end up being 20 to 30 percent of the rideshare industry. This matters for Uber and Lyft because while they are partnering Waymo and other autonomous players across a handful of markets, they're not partnered in all the markets. And in some markets, Waymo is going alone. Tesla is going at it alone. And so when we look at our model and we say as of 2024, Uber and Lyft make up 100 percent of the ride share industry based on the current partnerships, which includes Waymo and Tesla and all; and Zoox and all the players, we think that Uber and Lyft will only make up 30 percent of the autonomous driving market. And so it's really important for the rideshare industry that when, number one, we see AV's being incremental to the TAM; and two, that Uber and Lyft are able to continue to add more partnerships over time to drive more of that overall long-term AV opportunity and participate in all this rideshare industry over the next five years. Andrew Percoco: I think it's really clear that the future of autonomous vehicles is here and we've reached an inflection point; and there's a lot of interesting catalysts and data points for us and for investors to watch for throughout 2026.So Brian, thanks again for taking the time to talk. Brian Nowak: Andrew, great speaking with you. And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

In this podcast episode, Dr. Jonathan H. Westover talks with James Davies about how to evolve your style when your team, culture, or market changes. James Davies is the Chief Executive Officer of Kinetic Data, a Minneapolis-based software company focused on empowering organizations to deliver unified digital experiences across complex technology ecosystems. With over a decade at Kinetic, James has helped evolve the company from its workflow roots into a leader in digital experience platforms serving both enterprise and government sectors. Before assuming the CEO role, James served in multiple operational and leadership capacities, shaping the company's growth strategy, culture, and partner ecosystem. Under his leadership, Kinetic Data reorganized around four key pillars—Growth, Product, Success, and Operations—creating an agile, scalable structure designed to drive collaboration and efficiency. James is known for his transparent and people-first leadership style, often communicating directly with employees through his “Friday Thoughts” updates—open reflections on company direction, lessons learned, and team progress. His approach blends operational discipline with an emphasis on empowerment and trust, traits that have earned him recognition for cultivating both performance and authenticity inside growing tech organizations An advocate for sustainable growth and innovation, James is passionate about bridging the gap between legacy systems and modern experiences—particularly within government and large-scale enterprises. He also champions the “low-code revolution,” believing that empowering small teams to build and adapt workflows quickly is key to organizational agility. A graduate of James Madison University, James credits his alma mater with shaping his collaborative, team-first mindset. Outside of work, he's known for drawing leadership parallels to his love of restoring classic Toyota Land Cruisers—symbols, to him, of durability, reliability, and purpose-driven engineering. Check out all of the podcasts in the HCI Podcast Network!

The coaching carousel gets even crazier when Mike McDaniel suddenly becomes available, and the guys immediately frame him as a potential offensive coordinator jackpot, not the Giants head coach. They break down why his scheme is so “nerdy” and QB friendly, why Jaxson Dart could benefit from that kind of detail and precision, and why Stefanski and Harbaugh still sit in a different tier as head coach options. Plus, the conversation swings into the staff building obsession, the Dolphins emerging as a real Harbaugh threat, and the chaos theory: when an upgrade appears, teams start firing coaches just to get in the race.

Heather Corrigan—better known as The Hurricane—closed 80 transactions and $20M in volume while most agents were slowing down. From creating her own business hub to leveraging every deal into content and referrals, Heather proves that success isn't about perfect systems—it's about movement. If you want to dominate in any market, this conversation will light a fire.

Ryan Smith, top producing agent specializing in REO properties, returns to provide an update on the state of the Chicagoland foreclosure market heading into 2026! Ryan starts with an overview on the foreclosure process and expectations when getting into a foreclosure transaction as a buyer. He provides tips on positioning yourself as a legit, experienced buyer in the eyes of REO listing agents. Ryan gets granular on latest foreclosure statistics and provides his outlook on the REO market heading into 2026. He closes with his take on Chicago's crime problem and the neighborhoods that he is bullish on! If you enjoy today's episode, please leave us a review and share with someone who may also find value in this content! ============= Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Properties for Sale on the North Side?  We want to buy them. Email: StraightUpChicagoInvestor@gmail.com Have a vacancy? We can place your next tenant and give you back 30-40 hours of your time. Learn more: GCRealtyInc.com/tenant-placement Has Property Mgmt become an opportunity cost for you? Let us lower your risk and give you your time back to grow. Learn more: GCRealtyinc.com ============= Guest: Ryan Smith, RE/MAX Properties Link: Ryan's Instagram Link: SUCI Ep 70 - Ryan Smith Link: SUCI Ep 28 - Ryan Smith Link: The Chicago Way (Podcast) Link: DAWGS Vacant Property Security Guest Questions:  02:05 Housing Provider Tip - Understand manufacturer warranties on appliances and reconsider extended warranties! 04:15 Intro to our guest, Ryan Smith! 10:47 Risks associated with buying properties at the auction. 13:12 Understanding properties in receivership. 15:55 Expectations on REO transactions! 25:15 Key Foreclosure Statistics! 35:54 Ryan's outlook on the foreclosure market. 42:55 Promising south and west side neighborhoods. 46:19 Solving Chicago's largest issues. 47:20 What is your competitive advantage? 48:12 One piece of advice for new investors. 49:20 What do you do for fun? 49:50 Good book, podcast, or self development activity that you would recommend?  50:45 Local Network Recommendation?  51:51 How can the listeners learn more about you and provide value to you? ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2026.

Scott Wapner and the Investment Committee assess the rally and debate where markets are going from here. Plus, the Committee shares their latest portfolio moves. Also, Thomas Peterffy, Founder and Chairman of Interactive Brokers, joins us live to debate the surge in popularity of Prediction Markets and what it means for investors. And later, Josh Brown spotlights Energy in his "Best Stocks in the Market."Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode we answer emails from Midwest Nice, Ron and Stefan.  We discuss helping a cautious parent with a high-fee advisor, what services are actually worth paying for in their case, how to invest home-sale proceeds for a 5–10 year horizon, where to learn beyond basic indexing without losing the plot, the McKenna Man portfolio, and best approaches to try to beat the market (beyond don't try).  Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterExcess Returns Channel: Excess Returns - YouTubeTacoma Narrows Bridge Collapse Video:  Tacoma Bridge Collapse: The Wobbliest Bridge in the World? (1940) | British PathéStefan's Sparkline Capital Article:  Buffett's Intangible MoatsBen Felix Video On Leverage:  Investing With Leverage (Borrowing to Invest, Leveraged ETFs) (youtube.com)Book List:Ashvin Chhabra:  "The Aspirational Investor"J. David Stein:  "Money For The Rest of Us"Michael Mauboussin:  "More Than You Know" and "Think Twice"Antti Ilmanen:  "Expected Returns" and "Investing Amid Low Expected Returns"Andrew Lo:  "In Pursuit of the Perfect Portfolio"Ed Thorpe:  "A Man For All Markets"Larry Swedroe:  "Your Complete Guide to Factor Investing"Breathless Unedited AI-Bot Summary:Ever tried to help a parent who's financially fine but glued to a “nice” advisor and a vague plan? We dig into the real-world tactics that preserve relationships while improving outcomes—think gentle on-ramps like scam protection, account alerts, and sharing your own planning choices. The goal isn't to win a debate; it's to earn access, reduce avoidable taxes, and align risk with comfort, especially when pensions and Social Security already cover spending.From there, we get specific about value. If an advisor stays, the highest-return work for many retirees is tax strategy, asset location, and simplification—not performance theater. We talk practical setups like Wellington or Wellesley for low-cost balance, when a deferred QLAC can be a comfort hedge, and why generating more income than you need can backfire at tax time. For listeners sitting on house-sale proceeds with a 5–10 year window, we unpack why hoarding cash invites erosion and why a golden ratio–style mix can cap drawdowns to a few years while keeping growth and inflation resilience alive.Curious investors also get a roadmap for learning beyond slogans. We highlight factor tilts with quality screens, institutional-grade thinkers like Ilmanen, Lo, and Mauboussin, and the simple truth that outperformance usually comes from concentration or leverage—so position sizing and behavior matter more than hot takes. We challenge the myth that a cap-weight index buys the “whole economy,” and we favor building like engineers: learn from failures, control volatility, and design for the stress you'll actually feel.If this helped you rethink fees, timelines, or tilts, follow the show, share it with a friend, and leave a quick review so more DIY investors can find these tools.Support the show

Send us a text*DISCUSSION TOPICS*Tunde on Tyler Perry's Sistas!Ally Love is back!How is it going with the new instructors (Johanna, Zacharias, and Greta)?How's everything going with Kendall's app?Alex Breanne Corporation Update!Why is Danielle going to Trader Joe's but not Costco?Peloton New Year Classes! How were they?The Market has no faith in Peloton. Are they right?Who is Lorde?Class Recommendations!

CFB's "Deshaun Watson" deal.     To advertise on our podcast, please reach out to sales@advertisecast.com or visit https://www.advertisecast.com/TheJeffWardShow

I held a Q&A session with readers a while back. In this episode, we'll discuss how to handle market pressures and our view on serial acquirers. The post Q&A Series: Managing Market Pressures and Evaluating Serial Acquirers – Ep 275 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Andrew, Ben, and Tom discuss Trump's Truth about defense companies, Apple's card moving to JPMorgan, and Constellation reports soft alcohol demand. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Catch “The Drive with Spence Checketts” from 2 pm to 6 pm weekdays on ESPN 700 & 92.1 FM. Produced by Porter Larsen. The latest on the Utah Jazz, Real Salt Lake, Utes, BYU + more sports storylines.

The start of the year is always a convenient time to think about consensus risk. Market watchers have all updated their forecasts and published their year ahead pieces. For the first episode of Street Signals in 2026, host Tim Graf, head of Macro Strategy for EMEA, carries on a tradition in going through a few of the most prominent consensus outlooks, mapping them to the message from our proprietary indicators and highlighting opportunities to go with or against the herd.See omnystudio.com/listener for privacy information.

In this episode of Excess Returns, Katie Stockton of Fairlead Strategies joins Matt Zeigler and Justin Carbonneau to walk through her technical outlook for markets as we head into 2026. The conversation focuses on trend analysis, momentum, volatility, and risk management across U.S. equities, sectors, international markets, and alternative assets. Rather than making predictions, Katie explains how she reacts to price, confirms signals, and uses a disciplined technical process to identify opportunities and manage downside risk in changing market environments.Main topics coveredMarket trend outlook for U.S. equities heading into 2026Why long-term trends remain constructive despite rising short-term risksHow to think about volatility, consolidation, and corrective phasesWhat loss of momentum in late 2025 signals for near-term positioningHow to use triangle formations, support, and resistance levelsUnderstanding DeMark indicators, MACD, and stochastic signalsLeadership shifts within large-cap technology and the Mag 7Growth versus value dynamics across market capsSmall caps, market breadth, and participation signalsSector rotation insights including technology, healthcare, financials, energy, utilities, and real estateHow sentiment indicators like fear and greed fit into a broader processGold, silver, and precious metals trends and volatilityBitcoin and crypto from a technical perspectiveThe U.S. dollar, yields, and global market implicationsInternational and emerging market opportunitiesHow the Fairlead Tactical Sector ETF is constructed and used in portfoliosWhere a tactical, risk-managed strategy can fit within asset allocationTimestamps00:00 Market setup and trend perspective for 202601:25 Long-term uptrend versus short-term risk04:16 Momentum loss and near-term caution06:00 Nasdaq 100 triangle and volatility setup07:45 Ichimoku clouds and trend confirmation11:01 Using consolidation and support levels13:05 Tech leadership and relative strength shifts18:30 Small caps, breadth, and market participation21:01 Growth versus value across market caps23:00 Market breadth and advance-decline signals24:13 Sentiment, fear and greed, and retests30:00 Breakouts, catalysts, and confirmation32:00 Sector rotation overview35:00 Energy, real estate, and rate-sensitive sectors39:10 Fairlead Tactical Sector ETF strategy45:00 International and emerging markets47:36 Gold, silver, and precious metals51:04 U.S. dollar and currency trends54:00 Bitcoin and crypto technical outlook57:12 Key indicators to watch going forward59:07 Long-term takeaways for investors

In this episode, Dylan Silver interviews Javier and Linda Maldonado, a husband and wife team involved in real estate flipping in San Antonio. They discuss their entry into the investment space, strategies for competing in a changing market, and the importance of understanding exit strategies. The conversation also covers the nuances of seller consultations, working with wholesalers, and the sub2 deal process, providing insights into how they navigate the complexities of real estate transactions.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Real Estate Pros Podcast, host Micah Johnson interviews Sam Wallace, founder of the Homestead Group, a real estate brokerage that is revolutionizing the industry by eliminating commission splits and fees for agents. Sam shares insights on navigating market challenges, empowering agents and investors, and building lasting relationships in real estate. He discusses the importance of cost efficiency, success stories of agents, and the human element in real estate transactions. The conversation highlights the need for innovative brokerage models that prioritize agent support and client satisfaction.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Guest: Brandon Weichert. Chinese tech giant Baidu is developing high-end chips to boost its market valuation. However, the Chinese state drives this "chip war" for military control and resilience rather than profitability. Despite some puffery regarding capabilities, China is serious about creating indigenous alternatives to American technology.1954

Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm's Chairman of Markets in Private Equity, unpack how credit markets are changing—and what the AI buildup means for the road ahead.Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today is a special edition of our podcast. We are joined by Dan Toscano, Chairman of Markets in Private Equity at Morgan Stanley, and a seasoned practitioner of credit markets over many, many credit cycles. We will get his thoughts on the ongoing evolution and revolution in credit marketsIt's Wednesday, January 7th at 10am in New York. Dan, welcome.Dan Toscano: Glad to be here.Vishy Tirupattur: So, to get our – the listeners familiar with your journey, can you talk a little bit about your experience in the credit markets, and how you got to where we are today?Dan Toscano: Yeah, sure. So, I've been doing this a long time. You used the nice word seasoned. My kids would refer to it as old. But I started in this journey in 1988. And to make a long story short, my first job on Wall Street was buying junk bonds in the infancy of the junk bond market, when most of what we were financing were LBOs. So, if you're familiar with Barbarians at the Gate, one of the first bonds we bought were RJR Nabisco reset notes. And I've been doing this ever since, so over almost four decades now.Vishy Tirupattur: So, the junk bond market evolved into high yield market, syndicated loan market, CLO market, financial crisis. So, talk to us about your experiences during this transition.Dan Toscano: Yeah. I mean, one of the things these markets do is they finance evolution in industries. So, when I think back to the early days of financing leveraged buyouts, they were called bootstrap deals. The first deal I did as an intermediary on Wall Street as opposed to as an investor, was a buyout with Bain Capital in 1993. At the time, Bain Capital had a $600 million AUM private equity platform. Think about that in the scale of what Bain Capital does in private equity today. You know, back then it was corporate carve outs, and trying to make the global economy more efficient. And you remember the rise of the conglomerate. And so, one of the early things we financed a lot of was the de-conglomeration of big corporates. So, they would spin off assets that were not central to the business or the strengths that they had as an organization.So, that was the early days of private equity. There was obviously the telecom build out in the late 90's and the resulting bust. And then into the GFC. And we sit here today with the distinctions of private capital, private credit, public credit, syndicated credit, and all the amazing things that are being financed in, you know, what I think of as the next industrial revolution.Vishy Tirupattur: In terms of things that have changed a lot – a lot also changed following the financial crisis. So, if you dig deep into that one thing that happened was the introduction of leveraged lending guidelines. Can you talk about what leveraged lending guidelines did to the credit markets?Dan Toscano: Yeah, I mean, it was a big change for underwriters because it dictated what you could and couldn't participate in as an underwriter or a lender, and so it really cut off one end of the market that was determined by – and I think the thing most famously attributed to the leveraged lending guidelines was this maximum leverage notion of six times leverage is the cap. Nothing beyond that. And so that really limited the ability for Wall Street firms to underwrite and distribute capital to support those deals.And inadvertently, or maybe by plan, really gave rise to the growth in the private credit market. So, when you think about everything that's going on in the world today, including, which I'm sure we'll talk about, the relaxation of the leveraged lending guidelines, it was really fuel for private credit.Vishy Tirupattur: So private credit, this relaxation that you mentioned, you know, a few weeks ago, the FDIC and the OCC withdrew the leveraged lending guidelines in total. What do you expect that will do to the private credit markets? Will that make private credit market share decrease and bank market share increase?Dan Toscano: I think many people think of these as being mutually exclusive. We've never thought of it that way. It exists more on a continuum. And so, what I think the relaxation of those guidelines or the elimination of those guidelines really frees the banks to participate in the entire continuum, either as lenders or as underwriters.And so, in addition to the opportunity that gives the banks to really find the best solutions for their clients, I think this will also continue the blurring of distinctions between public market credit and private market credit. Because now the banks can participate in all of it. And when you think about what defines in people's minds – public credit versus private credit, in many cases it's driven by what terms look like. Customary terms for a syndicated bond or loan versus a private credit loan.Also, who's participating in it. You know, these things have been blurring, right? There's a cost differential or a perceived cost differential that has been blurring for some time now. That will continue to happen, in my opinion anyway.Vishy Tirupattur: I totally agree with you, Dan, on that. I think not only the distinction between public credit and private credit, but also within the various credit channels – secured, unsecured, securitized, structured – all these distinctions are also blurring. So, in that context, let's talk a little bit more about what private credit's focus has been and where private credit focus will be going forward. So, what we'll call private credit 1.0. Focused predominantly on lending to small and medium-sized enterprises. And we now see that potentially changing. What is driving private credit 2.0 in your mind?Dan Toscano: Well, the elephant in the room is digital infrastructure. Absolutely. When you think about the scale of what is happening, the type of capital that's required for the build out, the structure you need around it, the ability to use elements of structure. You mentioned several of them earlier. To come up with an appropriate risk structure for lending is really where the market is heading. When you think about the trillions of dollars that we anticipate is needed for the technology industry to complete this transformation – not just around digital infrastructure, but around everything associated with it.And the big one I think of most often is power, right? So, you need capital to build out sources of power, and you need capital to build out the data centers to be able to handle the compute demand that is expected to be there. This is a scale unlike anything we have ever seen. It is the backbone of what will be the next industrial revolution.We've never seen anything like this in terms of the scale of the capital needed for the transformation that is already underway.Vishy Tirupattur: We are very much on board with this idea as well, Dan, in terms of the scale of the investment, the capital investment that is needed. So, when you look ahead for 2026, what worries you about the ind ustrial revolution financing that is underway?Dan Toscano: Given all that's going on in the world, this massive capital investment that's going on globally around digital infrastructure, we've never seen this before. And so, when I look at the capital raising that has been done in 2025 versus what will be done in 2026, I think one of the differences that we have to be mindful of is – nothing's gone wrong while we were raising capital in 2025 because we were very much in the infancy of these buildouts. Once you get further into these buildouts and the capital raises in 2025 that are funding the development of data centers start to season, problems will emerge. The essence of credit risk is there will be problems and it's really trying to predict and foresee where the problems will be and make sure you can manage your way through them.That is the essence of successful credit investing. And so there will definitely be issues when you think about the scale of the build out that is happening. Even if you look just in the U.S., where you need access to all sorts of commodities to build out. And you know, people focus on chips, but you also need steel and roofing, and importantly labor.And as we talk to people about the build outs, one of the concerns is supply of labor supply and cost of labor. So, when you run into situations where maybe a project is delayed a bit, or the costs are a bit more than what was expected, there will be a reaction. And we haven't had that yet. We will start to see that in 2026 and how investors and the markets react to that, I think will be very important. And I'm a little bit worried that there could be some overreaction because people have trained themselves in 2025 to think of like, ‘I'm operating in a perfect environment,' because we haven't really done anything yet. And now that we've done something, something can and will go wrong. So, you know, we'll see how that plays out.I am very fixated in 2026 on the laws of supply and demand. When I think about what's going on right now, we usually have visibility on demand. And we usually have some level of visibility on supply. Right now, we have neither – and I say that in a positive way. We don't know how big the demand is in the capital world to fund these projects. We don't know how big that can be. And almost with every passing day, the supply – and what we're hearing from our clients about what they need to execute their plans – continues to grow in a way that we don't know where it ends. And the scale, we're talking trillions of dollars, right? Not billions, not millions, but trillions.And so, I look at that – not so much as something I worry about, but something I'm really curious about. Will we run out of money to fund all of the ambitions of the Industrial Revolution? I don't think so. I think money will find great projects, but when you think about the scale of what we're looking at, we've never seen anything like it before. And it will be fascinating to watch as the year goes on.Vishy Tirupattur: Thanks Dan. That's very useful. And thanks for taking the time to speak to us and share your wisdom and insights. Dan Toscano: Well, it's great to be here.Vishy Tirupattur: And to our audience, thanks for listening. If you enjoyed the show, please leave us a review wherever you listen and share thoughts on the market with a friend or colleague today

Carl Quintanilla, Jim Cramer and David Faber drilled down on new record highs for the Dow and the S&P 500. Cramer outlined the stocks he believes are inexpensive in this market.Breaking News: Alaska Airlines buys 110 Boeing jets in what is the carrier's biggest aircraft order in its history. Warner Bros. Discovery rejects Paramount Skydance's amended takeover offer and urges shareholder to support Warner's deal with Netflix. Sources close to the White House tell CNBC that oil sales from Venezuela by the U.S. will continue indefinitely — and that U.S. sanctions against the South American nation will be reduced. Tech domination: Sandisk shares on fire, this month's top ten Nasdaq 100 stocks are all in the chip sector. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of These Are Good Days, we're skipping the 2026 resolutions and leaning into our favorite role as "hopes and dreams setters" instead. We've never been big on resolutions because the "failure" of breaking them is a total downer, so we're focusing on self-improvement and the steps that lead to a brighter year. This time around, we're dreaming about saying "yes" to more opportunities, traveling to new places, and making space for new friendships. We're also talking about the importance of slowing down to soak up quality time with our families. Join us as we trade rigid goals for a year of growth and intentionality—it's going to be a good one.THE SHOW NOTESThanks for being a part of our podcast community! You can follow Lee Ann and Matt on Instagram to keep up with happenings in between episodes. Click the link in their name to follow!If you've been around the podcast for any length of time, and you're in our podcast community, we would love for you to join us on our Patreon. Patreon is where you go to support us, get more TAGD content, download exclusive episodes and recipes, and get behind the scenes looks at what's going on with Lee Ann and Matt. Thanks for joining us!If you know anything about us at all, you know a good cup of coffee is important to us - especially “frothy coffee.” Click here to grab some of our These Are Good Days blend coffee - we created this blend and couldn't love it more!Also, we have merch! Grab a tshirt, hoodie, baseball cap, or other swag to show your love for the podcast, or just remind yourself that These Are Good Days! No doubt, we all need a reminder to embrace the joy in the moment, no matter what's going on around us. Check out our storefront here!Thank you to our sponsor Walnut Creek Foods and Walnut Creek Cheese and Market. Walnut Creek Foods creates products that are carried in stores all over the United States. Click here to see where you can locate a store near you that carry their incredible products. If getting packages on your doorstep is more your speed, click here to see all the Walnut Creek Cheese and Market products that can be shipped right to your door!

Ahsan is joined by Lloyd to breakdown the very latest on Mark Guehi. Are there other names on the January list? Yes. How likely is Guehi to move to City? All covered. Plus more Semenyo chat. *This is the first 10 minutes of the show. For the full episode, and all our other content on the 93:20 player, you can join below - for less than the price of a pint of beer each month.* ninetythreetwenty.com/9320-player/about-9320-player/

A bearish strategist emerges as the Dow and S&P 500 both hit record highs. Memory chips are on a tear as Nvidia's CEO calls it a "completely underserved market." Plus, defense climbs to an all-time high amid geopolitical tensions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Alan Condon, Editor in Chief, and Laura Dyrda, Vice President and Editor in Chief at Becker's Healthcare, discuss major healthcare stories shaping 2026, including hospital mergers and acquisitions, competitive market dynamics, and policy developments impacting rural and independent hospitals.

Andrew, Ben, and Tom discuss ADP Employment, Rubio's push to buy Greenland, and Mobileye acquiring Mentee. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

The NIA boys discuss Prediction Market Insider Trading, Boston Dynamics Humanoid Robot (CES) & Delivery App Hoax?Timestamps(00:00:00) - Intro(00:01:35) - Meme of the Week(00:06:12) - Prediction Market Insider Trading(00:32:21) - Venezuela energy resources(00:42:19) - Boston Dynamics Humanoid Robot (CES)(00:55:36) - Delivery App Hoax?What Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.

We've got special guest Sean Kelly from https://www.wearesle.com/ to give us an inside look at the Denver based event + wedding planning company that he runs alongside his fiance Lindsay. Hear how they're separating their business of ensuring every couples' big day goes flawlessly, plus a game of wedding song would you rather!   As always, we've got the top Denver news and things to do on our radar this week as well. Follow RGD: YouTube: https://www.youtube.com/channel/UC8u8GmvBi6th6LOOMCuwJKw Instagram: https://www.instagram.com/real_good_denver/ TikTok: https://www.tiktok.com/@realgooddenver   Do you have a Denver event, cause, opening, or recommendation that you want to share with us? We want to hear from you! Tell us what's good at tom@kitcaster.com. We're opening up early access to a custom Denver job alert program through our newsletter thanks to https://www.jobstreamai.com/. Sign up at realgooddenver.com to be the first to know when it's ready!! Special Guest Sean Kelly https://www.instagram.com/djseanspins/ https://www.wearesle.com/   News & Events: National Western Stock Show Jan 10 - 25 Stock show parade Thursday Probabilistic Snow Forecast More Padel coming to RiNo 2026 commercial real estate outlook from NakedDenver Open consumption area outside mission ballroom Fatal Mountain Lion Attack Clayton Stampede Shout Outs: Rootbeer Richie and the Reveille DJ Shadow Denver Ramen Fest ​​Music produced by Troy Higgins Goodboytroy.com  

Today we start off with some community perspective with the folks from the Homer Farmer's market. We'll discuss their future plans as well as their upcoming annual meeting. Then in hour two we'll get a pre-session visit with Representative Sarah Vance from the southern peninsula.

In this episode, we'll hear what can happen when brokers aren't financially prepared to weather market swings and how new regulations reshape the freight landscape with today's returning guest, Ken Adamo from DAT Freight & Analytics! We break down the new FMCSA broker financial responsibility rule, why automatic authority revocation within seven days is a necessary step toward freight market stability, stronger broker compliance, and more reliable carrier payments, the current freight market conditions—rates are moving up, but volumes and gross margins are flat, putting real pressure on broker profitability heading into early 2026, and why transparent pricing, flexible 12-month contracts, and honest shipper conversations matter more than ever!   About Ken Adamo Ken Adamo, Chief of Analytics and Vice President of Strategy and Business Development at DAT Freight & Analytics, leads strategy, customer engagement, and industry analysis. He played a key role in DAT's acquisition of Trucker Tools, strengthening the company's visibility solutions. A recognized expert in freight market trends, Adamo has helped customers navigate shifting conditions by translating complex data into practical insights. He has led key strategic initiatives, advanced predictive analytics, and serves as a trusted resource for industry analysts, customers, and journalists. Before DAT, he led pricing and decision science teams at FedEx, developing forecasting models to optimize decision-making and profitability. He was named a 2025 Pro to Know (Rising Stars category) by Supply & Demand Chain Executive and has been quoted in the Wall Street Journal and trade publications. Ken holds a bachelor's degree in Finance from the University of Akron and an MBA from The Ohio State University.   Connect with Ken Website: https://www.dat.com/  LinkedIn: https://www.linkedin.com/in/ken-adamo-8481611a/ / https://www.linkedin.com/company/dat-freight-and-analytics/  

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, January 7th. Show Notes Michael J. Mauboussin's Website (Books) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

The Industry Relations Podcast is now available on your favorite podcast player! Overview In this episode, Rob and Greg dive into the implications of a future where exclusive listings become the industry norm. They explore how this shift could reshape brokerages, MLS operations, agent recruitment, consumer transparency, and portal business models. With a slow news week in real estate, the discussion becomes a deep speculative analysis of what happens if the market fully embraces private listing networks, how big brokers consolidate power, and whether the MLS becomes a "nice to have" rather than a necessity. They also touch on political factors, Zillow vs. Homes.com strategy, and how agents might adapt in a less transparent ecosystem. Key Takeaways Exclusive listings could dramatically shift power to large brokerages, enabling stronger recruitment flywheels and disadvantaging boutique firms. Big brokers may form alliances to consolidate private listing access, leaving smaller shops struggling to compete. MLSs risk becoming secondary tools—useful but no longer essential—if private networks supply the bulk of market inventory. Consumer transparency may decline if days-on-market and price-change history disappear, increasing agent value as data interpreters. Portal strategies (Zillow, Homes.com) may need to adapt, especially if sellers aren't willing to pay for exposure under an exclusive model. The industry still misunderstands exclusive listings, which are less about double-ending and more about recruiting, retention, and leverage. Market cycles and seller psychology remain central, as many sellers still prefer full exposure while others choose convenience and certainty. Political housing policy may shift unexpectedly, though current geopolitical chaos makes predictions uncertain.   Connect with Rob and Greg Rob's Website  Greg's Website    Watch us on YouTube   Our Sponsors: Cotality  Notorious VIP The Giant Steps Job Board    Production and Editing Services by Sunbound Studios  

Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action in Venezuela for global markets, foreign and domestic policy.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Deputy Global Head of Research for Morgan Stanley. Ariana Salvatore: And I'm Ariana Salvatore, Head of Public Policy Research. Michael Zezas: Today we're talking about the latest events in Venezuela and its implications for global markets.It's Tuesday, January 6th at 10am in New York. So, Ariana, before we get into it: Long time listeners might have noticed in our intro, a changeup in our titles. Ariana, you're stepping in to lead day-to-day public policy research. Ariana Salvatore: That's right. And Mike, you're taking on more of a leadership role across the research department globally. Michael Zezas: Right, which is great news for both of us. And because the interaction between public policy choices and financial markets is as critical as ever, and because collaboration is so important to how we do investment research at Morgan Stanley – tapping into expertise and insight wherever we can find it – you're still going to hear from one of – and sometimes both of us – here on Thoughts on the Market on a weekly basis. Ariana Salvatore: And this week is a great example of this dynamic as we start the New Year with investors trying to decide what, if anything, the recent U.S. intervention in Venezuela means for the outlook for markets. Michael Zezas: Right. So, to that point, the New Year's barely begun, but it's already brought a dramatic geopolitical situation: The U.S. capture and arrest of Venezuela's President Nicolas Maduro – an event that can have far reaching implications for oil markets, energy, equities, sovereign credit, and politics. Ariana, thinking from the perspective of the investor, what's catching your attention right now? Ariana Salvatore: I think clients have been trying to get their arms around what this means for the future of U.S. foreign policy, as well as domestic policy making here too. On the first point, I would say this isn't necessarily a surprise or out of step with the goals that the Trump administration has been at least rhetorically emphasizing all year. Which is to say we think this is really just another data point in a pre-existing longer term trend toward multipolarity. Remember that involves linkage of economic and national security interest. It comes with its own set of investment themes, many of which we've written about, but one in particular would be elevated levels of defense spending globally, as we're in an increasingly insecure geopolitical world. Another tangible takeaway I would say is on the USMCA review. I think the U.S. has likely even more leverage in the upcoming negotiations, and likely is going to push even harder for Mexico to put up trade barriers or take active steps to limit Chinese investment or influence in the country. Enforcement here obviously will be critical, as we've said. And ultimately, we do still think the review results in a slightly deeper trade integration than we have right now. But it's possible that you see tariffs on non-USMCA compliant goods higher, for example, throughout these talks. Michael Zezas: And does this affect at all your expectations for domestic policy choices from the U.S.? Ariana Salvatore: I think it's important to emphasize here that we're just seeing an increasingly diminished role for Congress to play. The past year has been punctuated by one-off US foreign policy actions and a usage of executive authority over a number of different policy areas like immigration, tariffs, and so on. So, I would say the clearest takeaway on the domestic front is we're seeing a policy making pattern that is faster and more unilateral, right? If you don't need time for consensus building on some of these issues, decisions are being made by a smaller and smaller group of people. That in itself just increases policy uncertainty and risk premia, I would say across the board. But Mike, let's turn it back specifically to Venezuela. One of the most important questions is on – what this all means for global oil markets. What are our strategists saying there? Michael Zezas: Yeah. So, oil markets are the natural first place to look when it comes to the impact of these geopolitical events. And the answer more often than not is that the oil market tends not to react too much. And that seems to be the case here following the weekend's Venezuela developments. That's because we don't expect there to be much short-term supply impact. Over the medium-term risks to Venezuela's production skew higher. But while Venezuela famously holds one of the largest oil reserves in the world – it's about 17 percent of the world's oil reserves – in terms of production, its contribution is relatively small. It's less than 1 percent of global output. So, among the top 10 reserve holders, Venezuela is by far the smallest producer. So, you wouldn't expect there to be any real meaningful supply impact in the markets, at least in the near term. So, one area where there has been price movement is in the market for Venezuela sovereign bonds. They have been priced for low recovery values and the potential restructuring that was far off. But now with the U.S. more involved and the prospect of greater foreign investment into the country's oil production, investors have been bidding up the bond price in anticipation of potentially a sooner restructuring and higher recovery value for the bonds. Ariana Salvatore: Right. And to that point, our EM sovereign credit strategists anticipate limited spillover to broader LatAm sovereign credit. Any differentiation is more likely to reflect degrees of alignment with the U.S. and exposure to oil prices and potential increases in Venezuelan production, which could leave Mexico and Columbia among relative under underperformers. Michael Zezas: Right. And this seems like it's going to be an important theme all year because the U.S. actions in Venezuela seem to be a demonstration of the government's willingness to intervene in the Western Hemisphere to protect its interests more broadly. Ariana Salvatore: That's right. So, it's a topic that we could be spending much more time talking about this year. Michael Zezas: Great. Well, Ariana, thanks for taking the time to talk. Ariana Salvatore: Great speaking with you, Mike. Michael Zezas: And as a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen; and share Thoughts on the Market with a friend or colleague today.

This week on LPL Market Signals, LPL Research's Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum recap a tepid finish to 2025 that put the Santa Claus Rally in doubt, share some of LPL Research's best and worst forecasts for 2025, and discuss two of the hottest topics in fixed income: financing AI investment and emerging market debt. Tracking: #843890

If you've ever dreamed of launching a physical product—turning an idea into something tangible—you've probably noticed how overwhelming the process can feel. Manufacturing, sourcing, quality control, logistics, global suppliers…every step has layers most founders never see until they're already in trouble. In a world where disruptions happen daily and the global economy shifts without warning, the founders who succeed aren't just innovative—they're prepared. Today's guest, Kerim Kfuri, brings more than two decades of global supply chain expertise spanning technology, retail, spirits, sports equipment, and beyond. As Founder & CEO of The Atlas Network, he and his team help companies navigate the often-chaotic process of bringing products to market—handling everything from factory selection to QC, logistics, and end-to-end production. Kerim is also the author of Supply Chain Ups and Downs, creator of The Supply & Demand Show, and the first U.S.-based verified supplier and ambassador for Alibaba—giving him a uniquely global, modern perspective on how products really get made. In this episode, Kerim breaks down the mindset, knowledge, and strategies every founder needs before they ever produce a thing. The Hidden Challenges New Founders Overlook Kerim's path into supply chain didn't start in manufacturing—it began with years spent in finance, regulation, consulting, and entrepreneurship. But everything changed the first time he stepped into a factory in China and saw ideas becoming reality on the production line. From that point forward, one truth has shaped his entire philosophy: Most founders fail not because the idea is bad, but because they don't know what they don't know. The wrong supplier. No quality control. Assuming timelines will hold. Not understanding cultural expectations. Failing to anticipate disruptions. Kerim explains how founders can dramatically reduce risk by choosing vetted suppliers, putting "eyes and ears" on the ground, and building processes that protect them from expensive mistakes. Even seasoned brands struggle when entering new categories—so first-time founders need even more support. Successful product creation starts with education, clarity, and the right partners. AI, Disruption, and the Future of Product Development Global supply chain challenges aren't rare—they're constant. Weather, politics, tariffs, port closures, labor strikes, pandemics…founders can't avoid disruptions, but they can prepare for them. Kerim believes these moments of chaos often spark innovation. When materials change, or routes shift, companies are forced to rethink how products are made—and sometimes what emerges is stronger, smarter, or more profitable than before. He also shares how AI is reshaping the entire supply chain ecosystem: AI-powered sourcing tools that match founders to the right factory instantly Autonomous warehousing, trucking, and drone delivery Emissions-optimized shipping routes Instant business plans and market analyses generated from a single idea But with innovation comes caution. Kerim emphasizes that AI must be a tool—not a substitute for human wisdom, experience, and guardrails. At the center of it all is the mindset he teaches clients: a limitless mindset—one that looks for possibility, not restriction. Enjoy this episode with Kerim Kfuri… Soundbytes 08:18 – 08:26  "Sometimes it's in the face of chaos that we have true opportunity. It all comes from having the right mentality as you come into global supply chain." 14:37 – 14:49 "You have to be the cheerleader. You go to bed with your successes and your failures, and then get up the next day and do it again." Quotes "These disruptions aren't doomsday situations—you have to see the opportunity inside them." "You can't build a supply chain by guessing. Passion is great, but knowledge is what protects your business." "Entrepreneurship isn't for the faint of heart. You have to get up every day ready to fight for your idea." "If you scale too quickly, you risk diluting your service. Growth only works when it's intentional." Links mentioned in this episode: From Our Guest Website: https://kerimkfuri.com/ LinkedIn Profile: https://www.linkedin.com/in/kerimkfuri/ Connect with brandiD Find out how top leaders are increasing their authority, impact, and income online. Listen to our private podcast, The Professional Presence Podcast: https://thebrandid.com/professional-presence-podcast Ready to elevate your digital presence with a powerful brand or website? Contact us here: https://thebrandid.com/contact-form/

Andrew, Ben, and Tom discuss Nvidia's Alpamayo announcement and ISM manufacturing. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

How do you ask for more money in a profession that's built on selflessness? In this episode of the Emory University series on nurse empowerment and advocacy, host Ama Mathewos sits down with Emory professors Dr. Catarina Fernandes (Goizueta Business School) and Dr. Kim Dupree Jones (School of Nursing) to unpack the art and science of negotiating your best nursing compensation.Together, they break down why negotiation isn't selfish, how systemic factors (gender, hierarchy, race) shape nurses' pay, and why nurses are often socialized to underestimate their own value. From understanding the difference between “fixed pie” vs. “integrative” negotiations to getting clear on your BATNA (Best Alternative to a Negotiated Agreement), this episode gives nurses language, frameworks, and confidence to advocate for themselves.Listeners will learn how to:Think beyond base salary and negotiate the whole compensation package (schedule flexibility, education support, childcare, role titles, and more)Use data, peer networks, and job interviews to understand their true market valueReframe negotiation as a way to improve patient care and strengthen organizations—not just “ask for more”Whether you're a bedside nurse, advanced practice nurse, faculty member, or leader, this conversation will help you own your worth, get paid closer to what you deserve, and push the profession toward fairer, more sustainable compensation.>>How to Negotiate Your Best Nursing Compensation PackageJump Ahead to Listen: [00:02:31] Hierarchy dynamics in healthcare. [00:04:43] Strategies for negotiating nursing compensation. [00:09:39] Understanding integrative vs. distributive negotiations. [00:11:34] How negotiation shows up in nursing roles. [00:15:05] Challenges tied to nurse reimbursement models. [00:19:05] Gender-based pay disparities in nursing. [00:24:35] Systemic barriers affecting nurse negotiators. [00:27:26] Gender influences on negotiation behaviors. [00:30:35] Advocating for and articulating nursing value. [00:35:07] Charge nurse duties and workplace pressures. [00:39:16] Preparing effectively for negotiations. [00:40:43] Considering non-financial elements in negotiation. [00:44:34] Approaches to negotiating salary. [00:49:02] Market-based factors that shape negotiation power. [00:51:08] Tactics for strengthening your salary negotiation. [00:55:05] Additional methods for optimizing salary outcomes. [00:58:39] Exploring compensation options beyond base pay. [01:01:50] Using accurate data to inform negotiations. [01:06:54] Viewing negotiation as a collaborative, constructive process. [01:09:21] Taking action to secure better compensation. For more information, full transcript and videos visit Nurse.org/podcastJoin our newsletter at nurse.org/joinInstagram: @nurse_orgTikTok: @nurse.orgFacebook: @nurse.orgYouTube: Nurse.org

What does it really take to stay ahead as short-term rentals and property management continue to evolve?In this episode, we sit down with Pierre-Camille Hamana, CEO of Hospitable, for a candid conversation about where the hospitality industry is headed and what hosts need to be thinking about right now. We dive into real-world strategies around automating guest communication, using dynamic pricing to maximize revenue, navigating tax remittance across multiple states, and how Hospitable's unique Host Token program is designed to better align the platform with the hosts who rely on it every day. Whether you're brand new to hosting or managing a growing portfolio, this conversation offers practical insights and forward-thinking ideas to help you stand out, scale with confidence, and build a more resilient hospitality business.Things we discussed in this episode:The changing rules of hospitality and the evolving role of Airbnb hosts.How direct bookings provide control and value for short-term rental owners.Hospitable's role in automating communications and professionalizing operations.Dynamic pricing: its adoption, challenges, and the resulting revenue increase for hosts.Market observations from 2025, especially post-pandemic supply/demand shifts.Integrations with platforms like Airbnb and booking.com to streamline property management.The convenience and professionalism of Hospitable's direct booking platform.Tax remittance complexities and Hospitable's efforts to handle them for hosts.The Host Token program, allowing customers to invest in and have a stake in Hospitable.Future priorities: expanding integrations, internationalization, and continuing innovation to serve hosts better.Get in touch with Pierre:Linkedin - ⁠⁠⁠⁠⁠https://www.linkedin.com/in/pchamana/⁠Website - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hospitable.com/#SmartStayShow #realestate #realestateinvestor #realestateagent #RealEstateInvesting #ShortTermRentals #HospitalityTrends #DirectBooking #PropertyManagement #DynamicPricing #HostLife #RentalInnovation #VacationRental #Hospitable #STRsuccessFollow Us!Join Jason Muth of Prideaway Stays and Straightforward Short-Term Rentals and Real Estate Attorney / Broker Rory Gill for the first episode of SmartStay Show!Following and subscribing to SmartStay Show not only ensures that you'll get instant updates whenever we release a new episode, but it also helps us reach more people who could benefit from the valuable content that we provide.SmartStay Show ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Prideaway Stays ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Straightforward Short-Term Rentals ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Attorney Rory Gill ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jason Muth on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Subscribe to the Jim Paulsen Show on Apple Podcasts⁠⁠https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999⁠⁠Subscribe on Spotify⁠⁠https://open.spotify.com/show/3QaBDVGuBZ3cZfFZ4mqPFc⁠⁠In this episode of the Jim Paulsen Show, Jim Paulsen joins Jack Forehand and Justin Carbonneau to break down what the economy and markets may really be signaling beneath the headline numbers. Drawing from his recent outlook and long history studying market cycles, Jim explains why growth may be weaker than it appears, how policy lags are shaping the outlook, and why today's market looks very different from past late-cycle environments. The conversation explores the divide between the “new era” economy and the rest of the market, what that means for investors in 2026, and where opportunities may be emerging as monetary and fiscal policy begin to shift.Topics covered in this episode• Why headline GDP growth may be overstating the true strength of the economy• How trade distortions are affecting recent GDP data• The concept of a “no-shaped economy” and the divide between new era and old era businesses• Labor market signals that suggest economic sluggishness beneath the surface• Why this may be one of the most disliked bull markets in history• The role of policy lags and why easing could matter more than investors expect• How market concentration has shaped returns over the last several years• Warning signs emerging within the technology sector• The relationship between corporate cash levels, R&D spending, and tech leadership• Why market breadth and old era sectors may become more important going forward• Thoughts on bonds, stocks, commodities, gold, and portfolio positioning• Why international and emerging markets could benefit from a weaker dollar• How investors might think about diversification in an unusual market cycleTimestamps00:00 Introduction and key themes from Jim's outlook03:00 Why the economy may be weaker than GDP headlines suggest06:00 Labor market signals and recession-like dynamics12:00 Policy lags, the Fed, and why growth could soften further15:00 Market performance after multiple strong years18:00 The no-shaped economy and the split between new era and old era24:00 Strange market signals at all-time highs27:00 Valuations, sentiment, and why pessimism matters29:00 Fed easing expectations and consensus forecasts35:00 Warning signs for technology stocks42:00 Corporate cash, R&D spending, and tech leadership risks47:00 Portfolio construction and asset allocation thinking55:00 Final thoughts on opportunities and risks ahead

Are freight rates really stabilizing, or are we just riding another seasonal spike, and what does tighter CDL enforcement mean for capacity in 2026? Tune in today to learn the current freight market trends using real lane data and a strong outbound Minneapolis market!  We dig into why lane-specific pricing, seasonal volatility, and inverse market flows matter more than headline spot rates, how brokers can protect margins with consistent pricing strategies, and what tightening truckload capacity—down roughly 7.5% since 2023—means for carriers and brokers heading into a muted 2026 demand outlook. We also get frank about the upcoming federal CDL compliance enforcement, why a uniform national standard is long overdue, and how safety-focused regulation can level the playing field for legitimate operators while seasonal tender rejection spikes and spot rate surges normalize post-holidays!   Resources / References https://www.ttnews.com/articles/dot-fmcsa-power-test-2026 https://www.joc.com/article/separating-myth-from-reality-in-dry-van-truckload-capacity-6142668 https://www.freightwaves.com/news/2025s-peak-retail-season-the-best-for-trucking-in-years  

In this episode of the Real Estate Pros podcast, host Micah Johnson interviews Jens Nielsen, a seasoned real estate operator who shares his journey from corporate life to becoming a successful investor in the commercial real estate space. Jens discusses his transition from multifamily properties to industrial real estate, the benefits of triple net leases, and the importance of tenant selection. He also emphasizes the significance of mindset, networking, and creating systems in business to achieve success. Jens offers valuable insights for aspiring investors and entrepreneurs looking to navigate the complexities of the real estate market.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

US equity futures firmer with S&P pointing up. US yield down on both short and long ends. Gilts up, dollar is softer, oil is down, gold up. Industrial metals higher. Bitcoin extends recent move back. Asia equities ended mostly higher again Tuesday and European equity markets are mostly firmer, following Monday's positive close. Market is looking through recent geopolitical developments. Strength in cyclicals, tech gains and resource stocks supporting regional equity markets. Defense stocks benefiting from geopolitics and ongoing push across Europe to ramp up defense spending. In general, sentiment positive, with leading benchmarks have been extending to new record highs on Monday. Sell-side remains optimistic on outlook amid stable macro picture, better earnings expectations.Companies mentioned: NVIDIA, Hyundai Motor

When lawmakers signed a federal spending bill to reopen the government after its longest closure in history, it also closed the loophole that had opened the door to the booming hemp-derived THC market seen across Wisconsin today. Now, the clock is ticking for state lawmakers to find a solution to regulate and potentially legalize cannabis products or see the end of this billion-dollar industry in Wisconsin. To get into the, ahem, weeds of it all, executive producer Hayley Sperling speaks with Phillip Scott, president and founder of the Wisconsin Hemp Farmers and Manufacturers Association, and owner of Crone Apothecary.

The $5 million quarterback is here—Texas Tech resets the NIL market with the blockbuster addition of Brendan Sorsby. Should LSU covet Sam Leavitt despite health concerns?Brian Smith breaks down why spending big on transfer quarterbacks like Texas Tech is doing with Sorsby, as well as Wisconsin with Colton Joseph, show the aptitude necessary to win at the Power 4 level. The podcast explores key fits like Ashton Daniels to Florida State, Nebraska's gamble on Kenny Menchy (although Kentucky is trying to steal him as of the time of this recording), and Miami's evolving approach under Mario Cristobal. Get insights on portal trends, quarterback market values, team-building strategy, and the potential ripple effects for high school recruiting. With discussions on emerging talents, injury risks, and the NIL arms race, this episode is a must-listen for anyone following college football's high-stakes quarterback carousel.Everydayer Club  If you never miss an episode, it's time to make it official. Join the Locked On Everydayer Club and get ad-free audio, access to our members-only Discord, and more — all built for our most loyal fans. Click here to learn more and join the community: https://theportal.supercast.com/X @fbscout_floridaTikTok @lockedontheportalHelp us by supporting our sponsors!FanDuelToday's episode is brought to you by FanDuel. Before tip-off, check the FanDuel app and see what's dropping during NBA Happy Hour — every Friday from 6 to 7:30 PM Eastern. GametimeToday's episode is brought to you by Gametime. Download the Gametime app, create an account, and use code LOCKEDONCOLLEGE for $20 off your first purchase.RugietToday's episode is brought to you by Rugiet. If you've been thinking about taking the next step, now's the time. Head to Rugiet.com/LOCKEDONCOLLEGE to get 15% off your order for a limited time. Rugiet Ready. Feel present. Feel confident. Feel ready.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are quietly sending important signals beneath the surface. Energy led early gains Monday, but strength broadened into financials as capital continued rotating from growth into value stocks. Over the past several weeks, value has steadily outperformed growth, while leadership has begun shifting away from mega-cap stocks into more underlying areas of the market. Notably, the S&P equal-weighted index reached a new all-time high, even as the cap-weighted index lagged. The performance gap between the two has narrowed from roughly 10% to about 6%, signaling improving market breadth. This rotation suggests investors are becoming more selective while positioning more defensively amid the potential for higher volatility. Technically, markets remain above the 20-day moving average and are close to triggering a short-term MACD buy signal. If follow-through continues near all-time highs, an upside breakout could provide additional tailwinds in the near term. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=sttQ3aaH4Rc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 --- Articles mentioned in this report: 2026 Market Outlook Based On Valuations https://realinvestmentadvice.com/resources/blog/2026-market-outlook-based-on-valuations/ "Fed's Soft Landing Narrative Meets Economic Data" https://realinvestmentadvice.com/resources/blog/feds-soft-landing-narrative-meets-economic-data/ --- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketBreadth #SectorRotation #ValueStocks #MarketOutlook #StockMarketToday

If you're a developer or founder, you already know how to build. The hard part is building the right thing, for the right people, at the right time. In Part 1 of our interview with Samir ElKamouny, we dig into a practical market validation strategy that helps you avoid the most expensive mistake in software: investing months of effort into something the market didn't ask for. Samir's message is refreshingly grounded: big ideas are great, but execution is everything. And execution doesn't start with code—it starts with clarity, research, and small tests that tell you whether you're on the right path. About Samir ElKamouny Samir ElKamouny is an entrepreneur and marketing expert who believes execution is everything—an early lesson inspired by his father's legacy of big ideas. He's helped scale businesses by pairing strategic action with a commitment to impact, guided by values like Freedom, Happiness, Health, Family, and Spirituality. In this episode, that philosophy shows up as practical market validation: test demand and messaging before you overbuild. Market Validation Strategy: Start With "Is This Real?" Before "Can I Build It?" One of the biggest mindset shifts Samir reinforces is that your first job isn't product development—it's discovery. Before you worry about features, tech stacks, or perfect UI, you need answers to questions like: What problem are we solving—and for whom? What alternatives do people already use? Why would someone switch (or pay)? What would make this stand out in the market? This is where market research becomes your leverage. It reduces risk, sharpens your messaging, and keeps your roadmap tied to real-world demand instead of assumptions. Ideas Don't Win—Execution Wins: You can have a great idea, but if you can't clearly explain why it matters and who it's for, you'll struggle to sell it—even if you build it perfectly. Market Validation Strategy: Use Market Research to Find Differentiation Samir talks about loving market research because it forces you to look for what actually matters: differentiation. A useful way to think about this (especially for builders) is to treat your market research like a product spec—but for the buyer's brain: What are the top 3 pains people complain about? What outcomes do they want most? What language do they use to describe the problem? What do they distrust about existing options? That last point is gold: distrust is often where your positioning lives. If buyers think "all solutions in this space are overpriced and confusing," your market edge might be "simple, transparent, and fast to implement." Market Validation Strategy: Run the $5/Day Test (Before You Write Code) Here's where Samir gets extremely actionable: you don't need a perfect product to validate interest. You need a simple way to test messaging and capture intent. Think lightweight experiments: a basic landing page with one clear promise a short form ("Interested? Tell me your biggest challenge.") a tiny ad budget to test demand and messaging (Samir mentions even $5/day) a few direct conversations with the people you're building for This isn't about "launching." It's about getting signals—fast. The Goal Isn't Perfection—It's Proof: If people won't click, reply, or sign up when the idea is explained clearly, a bigger build won't fix that. Validation comes before optimization. Market Validation Strategy: Build a Funnel That Matches the Buyer's Learning Curve Samir also breaks down why funnels aren't one-size-fits-all. The funnel you need depends on how much your buyer must be educated before they can decide. If you're in a well-known category—say "CRM"—buyers already understand the problem and the solution type. Your job becomes differentiation and trust. But if your product is new, complex, or requires behavior change, you may need a longer funnel: more education, more examples, more proof, and more clarity before a buyer is ready to act. Either way, the key is to define the conversion goal (lead, consultation, free trial, signup) and build only what supports that path. Market Validation Strategy: A 48-Hour Checklist for Builders Try this quick validation sprint before you commit to a full build: Write a one-sentence offer (who it's for + outcome). Build a simple landing page (problem, promise, proof, CTA). Run a tiny ad test or post where your audience hangs out. Track clicks + form submissions (signals > opinions). Talk to 3–5 responders and ask what they expected. If the message lands, you've earned the right to build the next layer. If it doesn't, you just saved yourself months of building the wrong thing. Closing Thoughts: Execute Small, Learn Fast, Build Smart A strong market validation strategy is less about "finding the perfect idea" and more about building the habit of learning quickly. Samir's approach helps you move from assumptions to evidence—without betting your time, energy, or budget on hope. So before you spin up a repo, define your offer, test your messaging, and look for real-world signals. Once you have proof, then you can build with confidence—because you're not just building software. You're building something people actually want. In Part 2, we'll take the next step: how to diagnose funnel bottlenecks, improve clarity, and use smarter testing to increase conversions once you've got traction. Stay Connected: Join the Developreneur Community We invite you to join our community and share your coding journey with us. Whether you're a seasoned developer or just starting, there's always room to learn and grow together. Contact us at info@develpreneur.com with your questions, feedback, or suggestions for future episodes. Together, let's continue exploring the exciting world of software development. Additional Resources Branding and Marketing Fundamentals with Kevin Adelsberger Leverage YouTube For Marketing And Brand Growth How to Succeed with Digital Marketing for Small Businesses Building Better Foundations Podcast Videos – With Bonus Content

Show SummaryOn today's episode, we're featuring a conversation with Michael Bailey, Deputy Director of Leadership Programs for the George W. Bush Institute. We talk about some of the initiatives of the Bush Institute, including the Veteran Leadership Program, the Democracy is a Verb initiative and the Bush Institute's efforts to celebrate America 250.Provide FeedbackAs a dedicated member of the audience, we would like to hear from you. If you PsychArmor has helped you learn, grow, and support those who've served and those who care for them, we would appreciate hearing your story. Please follow this link to share how PsychArmor has helped you in your service journey Share PsychArmor StoriesAbout Today's GuestMichael Bailey serves as Deputy Director, Leadership Programs, for the George W. Bush Institute. In this role, he manages the Stand-To Veteran Leadership Program, which focuses on developing the leadership skills of veterans and those who serve them and their families. Bailey also supports alumni engagement efforts for the Institute's international leadership programs.Prior to joining the George W. Bush Institute, Bailey provided operations, media, and communications support to The American Choral Directors Association, a music organization dedicated to the excellence and advancement of choral music.Bailey is a native of Arlington, Texas. He received his Bachelor of Arts in Music (Voice) from The University of Oklahoma, and he holds a Master of Business Administration with concentrations in finance and real estate from Southern Methodist University Cox School of Business. He has a passion for running and enjoys racing in half and full marathons.Links Mentioned During the EpisodeGeorge W. Bush InstituteStand-To Veteran Leadership ProgramAmerica 250Democracy is a Verb initiative  PsychArmor Resource of the WeekThis week's PsychArmor Resource of the Week is The PsychArmor course The Myths and Facts of Military Leaders. This course identifies four of the most popular myths about military leaders and how they don't align with the reality of working alongside Veterans and Service members. You can find the resource here:  https://learn.psycharmor.org/courses/The-Myths-and-Facts-of-Military-Leaders Episode Partner: Are you an organization that engages with or supports the military affiliated community? Would you like to partner with an engaged and dynamic audience of like-minded professionals? Reach out to Inquire about Partnership Opportunities Contact Us and Join Us on Social Media Email PsychArmorPsychArmor on XPsychArmor on FacebookPsychArmor on YouTubePsychArmor on LinkedInPsychArmor on InstagramTheme MusicOur theme music Don't Kill the Messenger was written and performed by Navy Veteran Jerry Maniscalco, in cooperation with Operation Encore, a non profit committed to supporting singer/songwriter and musicians across the military and Veteran communities.Producer and Host Duane France is a retired Army Noncommissioned Officer, combat veteran, and clinical mental health counselor for service members, veterans, and their families.  You can find more about the work that he is doing at www.veteranmentalhealth.com  

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Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities in 2026.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing the converging market forces bolstering our bullish outlook for 2026. It's Monday, January 5th at 11:30am in New York. So, let's get after it. The New Year is usually a time to look forward. But today, I want to take a step back and talk about what the market is missing. A series of bullish catalysts are lining up at the same time, and the market is still underestimating their collective impact. There's been a lot of focus on individual positives—solid earnings growth, further Fed easing—but in our view, the real story is how these forces are reinforcing one another. Deregulation, positive operating leverage, accommodative monetary policy, and increasingly supportive fiscal policy are all working in the same direction. And as we head into mid-term elections later this year, these policy levers are likely to stay supportive.Importantly, this isn't a market that's already priced for the outcomes I envision. Positioning in cyclical trades remains relatively light, and sentiment in economically sensitive areas is far from exuberant. That combination—of improving fundamentals with cautious positioning—is exactly what tends to characterize the early stages of a recovery. I continue to believe these tailwinds are most underappreciated in cyclical areas like Consumer Discretionary Goods, Financials, Industrials, and small- and mid-cap stocks. Many of the indicators we track are only just beginning to turn higher. This doesn't look late-cycle to me—it looks early in what I have deemed to be a rolling recovery. One reason investors have been hesitant is the sluggishness of traditional business-cycle indicators, particularly the ISM Manufacturing Purchasing Managers Index. There's been a reluctance to press cyclical trades until those gauges clearly re-accelerate; and beneath that hesitation is a lingering anxiety that the U.S. economy could even slip back into a growth scare. My view is different. I believe a three year rolling recession ended with Liberation Day. If that's true, then the moderate softness we're now witnessing in lagging labor data is constructive for equities because it keeps the Fed leaning dovish for longer and more aggressive—a positive for equities. I see the second half of 2025 as the bottoming process for key macro indicators; with 2026 shaping up as a year of re-acceleration. Longer-cycle analysis supports this. Specifically, the 45-month cycle of the ISM Manufacturing Purchasing Managers Index points to a rebound. That recovery has been delayed—but not cancelled. Another tailwind that doesn't get nearly enough attention is energy prices. Gasoline prices in particular are sitting near five-year lows, which is providing real economic relief for lower- and middle-income consumers. That cushion matters, especially as other parts of the economy firm. This past weekend's events in Venezuela argue for lower oil prices for longer. From a sector standpoint, Financials stand out as the key beneficiary of deregulation and these stocks have been great performers over the past year in anticipation of these changes. I think there is more to go in 2026. Housing could be another important piece of the recovery. Subdued wage growth and falling rents may pressure home prices, while some builders are prioritizing volume over margins. While that may cap profitability for the builders, it could unlock housing velocity and feed into a more dovish inflation backdrop. Of course, there are also risks. Liquidity has been our top concern since September, and markets have reflected that through weakness in speculative assets. The good news is that the Fed has responded by ending quantitative tightening early and restarting asset purchases through the Reserve Management Program. This effectively adds liquidity to a system that was showing signs of stress this past several months. Another risk is a renewed slowdown in AI CapEx, particularly as markets demand clearer payback from debt-funded spending. And geopolitically, the U.S. intervention in Venezuela raises new questions. Strategically, it reinforces U.S. influence in the Western Hemisphere and supports our ‘Run It Hot' thesis—but the key wildcard remains whether China chooses to react. Net-net, we think the balance of risks and rewards still favor leaning into this early-cycle recovery and our bullish outlook for US equities in 2026. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!