Podcasts about megatrends

On April 9th, the U.S. administration announced a 90-day tariff pause on country-specific reciprocal tariffs, exempting key tech imports while maintaining high tariffs on select Chinese goods. This decision introduced extraordinary volatility to global markets. Notably, the S&P 500 rebounded nearly 6% last week, marking one of its largest daily jumps in history. Meanwhile, long-term U.S. Treasury yields spiked, reflecting investors' altered risk perceptions in light of the tariff adjustments. At the same time, the U.S. dollar tumbled to three-year lows against major currencies, highlighting concerns about future currency valuations in these tumultuous times. But the question remains, how should investors respond when considering the implications of prolonged uncertainty, including potential recession risks, impacts on corporate investment, and consumer spending?In this episode of The Bid, Oscar Pulido is joined by Alex Brazier, Global Head of Investment & Portfolio Solutions and Helen Jewell, Chief Investment Officer for EMEA at BlackRock. Alex and Helen will help us unpack the details of this tariff pause, its effects on market dynamics, and provide strategic insights for investors considering how to navigate volatile markets.NOTE: This episode was recorded and published on April 15th 2025Key moments:00:00 Introduction to the Tariff Pause, Market Reactions and Volatility02:45 Discuss Historic Market Movements06:48 Equity Market Reactions09:13 Portfolio Strategies in Uncertain Times12:20 Investor Questions14:12 Looking Ahead: What Are Experts Looking For?18:46 Conclusion and Final ThoughtsThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresTariff pause, us tariff pause, The Bid, The Bid Investing podcast, Tariff War, Tariff Relief, Investing Insights, Tariffs and Economy, Tariff, TariffsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The recent tariff announcements by President Trump on April 2nd have sent shockwaves through the global markets, triggering significant market volatility, driven by the uncertainty of these tariffs and their impact on global supply chains, inflation, and economic growth. As markets are grappling with various potential scenarios, how should investors be positioning their portfolios to navigate continued uncertainty? Glenn Purves, Global Head of Macro at the BlackRock Investment Institute and Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for the Americas at BlackRock. Glenn and Gargi will help us navigate the current themes driving market dynamics, how these shifts impact supply chains and prices, and how investors can manage volatility and uncertainty in these turbulent times. This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosurestariff, tariffs, global markets, inflation, economy, economic growth, blackrock, the bid, finance, finserv, trump, market volatilitySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Robert Forsyth of Lazard breaks down the firm's new ETFs for equity megatrends, Japanese equities, and next gen tech. He notes that while actively managed ETFs dominate the new funds launched this year, they still make up a small portion of all ETFs. He talks about how the new ETFs choose their holdings and why investors might be interested.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ob Politik, Wirtschaft, Gesellschaft oder Technologie – selten zuvor waren die Umbrüche so tiefgreifend und rasant wie heute. Doch wie lassen sich die zentralen Kräfte hinter diesem Wandel erkennen? Und wie können wir sie gezielt für die Gestaltung unserer Zukunft nutzen? In dieser Folge des news aktuell Podcast begeben wir uns auf eine spannende Reise in die Zukunft. Dazu haben wir einen der führenden Zukunftsforscher im deutschsprachigen Raum eingeladen: Harry Gatterer, Geschäftsführer des Zukunftsinstituts. Mit ihm sprechen wir darüber, wie Zukunftsforschung funktioniert und welche Megatrends 2025 besonders dynamisch sind. Außerdem klärt er uns über die Kunst des Future Managements auf und darüber, welche Fragen sich Unternehmen heute stellen müssen, um morgen erfolgreich zu sein. Gliederung: Einleitung: ab Minute 00:00 Wie Harry Gatterer zum Zukunftsforscher wurde: ab Minute 02:16  Wie das Zukunftsinstitut arbeitet: ab Minute 04:54  Die Megatrend-Map: ab Minute 08:07  Die vier Dimensionen des Future Management: ab Minute 19:00  Erste Schritte bei der Implementierung von Future Management: ab Minute 22:59  Wie Unternehmen Future Management strategisch nutzen können / Spoiler news aktuell Academy Webinar mit Harry Gatterer: ab Minute 29:54  "Game-Changer" für Harry Gatterer: ab Minute 32:33  Schlussworte: ab Minute 37:41 Wer das Thema vertiefen will: Am 29. April 2025 zeigt Harry Gatterer in der news aktuell Academy, wie Future Management ganz konkret im Arbeitsalltag angewendet werden kann. Zur Anmeldung zum Webinar "Trends & Themen der Zukunft kennen, verstehen und antizipieren" Harry Gatterer auf LinkedIn Zukunftsinstitut im Web Homepage LinkedIn Instagram Facebook Megatrend-Map 2025 zum Download Am Host-Mikrofon: Beatrix Ta und Marissa Neureiter  Fragen, Anregungen oder Feedback? Schreibt uns: podcast@newsaktuell.de Hashtag für Social Media: #napodcast Vita Harry Gatterer Harry Gatterer ist Geschäftsführer des Zukunftsinstituts und ständig auf Entdeckungsreise: zu möglichen Zukünften, neuen Methoden und Strategien. Er verknüpft gesellschaftliche Trends mit unternehmerischen Entscheidungen und ist Experte darin, Potenziale zu identifizieren, ihre strategischen Impacts zu erkennen und sie zu nutzen. Zentrale Bestandteile seiner Arbeit sind die Vernetzung mit außergewöhnlichen Personen in führenden Zukunftsdisziplinen sowie das Sparring mit Top-Entscheidungsträgern aus der Wirtschaft. Sein erstes eigenes Unternehmen gründete Harry Gatterer im Alter von 20 Jahren, heute ist er Methodenentwickler, Berater, Autor und gefragter Interview-Partner. Als Keynote Speaker bringt er ein realistisches und zugleich kritisch-optimistisches Verständnis für Zukunft auf die Bühne. Er unterstützt dabei, wieder Vorstellungen und Bilder von Zukunft, den Mut für das aktive Gestalten und die Freude an Lösungen zu finden – kurzum: einen produktiven Umgang mit Zukunft.

Il quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 7 aprile 2025. I principali temi: le tariffe annunciate da Trump, il cambio di scenario di mercato, l'importanza della diversificazione e della gestione del panico. Restate aggiornati e buon ascolto!Il presente podcast è destinato esclusivamente a scopi informativi/ di marketing non sostituendosi al prospetto informativo o ad altri documenti legali di prodotti finanziari ivi eventualmente richiamati. Nel caso, si prega di consultare il prospetto dell'OICVM/documento informativo e il documento contenente le informazioni chiave per gli investitori (KID) prima di prendere una decisione finale di investimento che può essere effettuata solo previa valutazione dell'adeguatezza del servizio o dello strumento finanziario rispetto al profilo individuato con il questionario MiFID. Solo la versione più recente del prospetto, dei regolamenti, del Documento chiave per gli investitori, delle relazioni annuali e semestrali del fondo può essere utilizzata come base per decisioni di investimento. Il presente podcast non costituisce né un'offerta né una sollecitazione all'acquisto, alla sottoscrizione o alla vendita di prodotti o strumenti finanziari o una sollecitazione all'effettuazione di investimenti. Ersel ha verificato con la massima attenzione tutte le informazioni rappresentate nel presente podcast e compiuto sforzi per garantire che il contenuto di questo podcast sia basato su informazioni e dati ottenuti da fonti affidabili, ma non garantisce della loro esattezza e completezza non assumendosi alcuna responsabilità. Ersel non si assume alcuna responsabilità circa le informazioni, le proiezioni o le opinioni contenute nel presente podcast e non risponde dell'uso che terzi potrebbero fare di tali informazioni, né di eventuali perdite o danni che possano verificarsi in seguito a tale uso. Il presente podcast può fare riferimento alla performance passata degli investimenti: i rendimenti passati non sono indicativi di quelli attuali o futuri. Le indicazioni e i dati relativi agli strumenti finanziari, forniti dalla Società, non costituiscono necessariamente un indicatore delle future prospettive dell'investimento o disinvestimento. È vietata la riproduzione e/o la distribuzione del presente podcast, non espressamente autorizzata.

This week on The Patti Brennan Show, Patti sits down with Lauren Goodwin, Economist and Market Strategist at New York Life Investments, for an incredible deep dive into one of the most important trends shaping our future: Artificial Intelligence. Lauren's team recently published a powerful Mega Trends white paper on AI, and this episode breaks it all down — from the evolution of generative AI to what it means for your investments, your work, and your life. 

Il quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 31 marzo 2025. I principali temi: la chiusura del primo trimestre dell'anno, tassi in Europa e America, l'incertezza tra dazi e guerre. Restate aggiornati e buon ascolto!Il presente podcast è destinato esclusivamente a scopi informativi/ di marketing non sostituendosi al prospetto informativo o ad altri documenti legali di prodotti finanziari ivi eventualmente richiamati. Nel caso, si prega di consultare il prospetto dell'OICVM/documento informativo e il documento contenente le informazioni chiave per gli investitori (KID) prima di prendere una decisione finale di investimento che può essere effettuata solo previa valutazione dell'adeguatezza del servizio o dello strumento finanziario rispetto al profilo individuato con il questionario MiFID. Solo la versione più recente del prospetto, dei regolamenti, del Documento chiave per gli investitori, delle relazioni annuali e semestrali del fondo può essere utilizzata come base per decisioni di investimento. Il presente podcast non costituisce né un'offerta né una sollecitazione all'acquisto, alla sottoscrizione o alla vendita di prodotti o strumenti finanziari o una sollecitazione all'effettuazione di investimenti. Ersel ha verificato con la massima attenzione tutte le informazioni rappresentate nel presente podcast e compiuto sforzi per garantire che il contenuto di questo podcast sia basato su informazioni e dati ottenuti da fonti affidabili, ma non garantisce della loro esattezza e completezza non assumendosi alcuna responsabilità. Ersel non si assume alcuna responsabilità circa le informazioni, le proiezioni o le opinioni contenute nel presente podcast e non risponde dell'uso che terzi potrebbero fare di tali informazioni, né di eventuali perdite o danni che possano verificarsi in seguito a tale uso. Il presente podcast può fare riferimento alla performance passata degli investimenti: i rendimenti passati non sono indicativi di quelli attuali o futuri. Le indicazioni e i dati relativi agli strumenti finanziari, forniti dalla Società, non costituiscono necessariamente un indicatore delle future prospettive dell'investimento o disinvestimento. È vietata la riproduzione e/o la distribuzione del presente podcast, non espressamente autorizzata.

Demografie, künstliche Intelligenz oder Klimawandel. Das alles sind Themen, die uns als Gesellschaft in den kommenden Jahren beschäftigen und entscheidend verändern werden. Aber auch an der Börse sind solche Megatrends von großem Interesse, versprechen sie doch neue Geschäftsfelder und große Ertragspotenziale für dort gut aufgestellte Unternehmen. Jedoch stellt die Auswahl und Beobachtung passender Aktientitel so manchen Börsianer vor große Herausforderungen. Abhilfe schaffen sollen hier die sogenannten Themen-ETFs. Diese versprechen eine Investitionsmöglichkeit in viele interessante Themenfelder, bei gleichzeitiger Gewährung niedriger Kosten und ausreichender Streuung. Aber wie funktioniert die Auswahl der geeigneten Aktien in den ETFs, für wen eignen sie sich und gibt es auch Risiken, die ich beachten sollte? All das klärt Falko Block, Anlage-Stratege im Bereich Privatkunden-Sales mit seinem Studiogast, Thomas Meyer zu Drewer, Leiter des öffentlichen Vertriebs für Deutschland und Österreich beim ETF Anbieter Amundi.

Anthony Ginsberg, CEO of GinsGlobal Index Fund, recently spoke with Steve Darling from Proactive to discuss the structure, performance, and strategic advantages of the GinsGlobal Tech Megatrend ETF. He highlighted three core strengths of the fund: its equally weighted structure, international diversification, and targeted exposure to high-growth technology sectors such as AI, robotics, cloud computing, and cybersecurity. Unlike traditional Nasdaq-style funds that are often dominated by a few large-cap stocks, the Tech Megatrend ETF avoids over-concentration, with its largest holdings representing only about 9% of the total portfolio weight. The fund also offers broad international exposure, with 60% of holdings based in the U.S., 10% in China, and approximately 20% across broader Asia. This balanced approach extends across eight key subthemes, including digital entertainment, gene therapy, and social media. The ETF has delivered a 17% return over the past year, with strong performance from companies such as BYD and Alibaba. Ginsberg noted that major mergers and acquisitions in the tech sector, including Microsoft's $72 billion Activision deal and Google Cloud's expansion into cybersecurity, are further driving momentum. He also pointed to reshoring trends that are benefiting automation and AI-driven businesses, positioning the fund to capitalize on these market shifts. In terms of valuation, Ginsberg emphasized that the ETF maintains an average price-to-earnings ratio of 18 to 19 times future earnings, which he considers reasonable compared to historical tech market bubbles. Ginsberg concluded by highlighting the increasing role of AI in digital entertainment and the ongoing convergence of major tech trends within the ETF's portfolio. With its diversified, forward-looking investment strategy, the GinsGlobal Tech Megatrend ETF continues to present a compelling opportunity for investors seeking exposure to the next wave of technological innovation. #TechMegatrendETF, #AnthonyGinsberg, #FourthIndustrialRevolution, #AI, #Cybersecurity, #CloudComputing, #SocialMedia, #FutureCars, #Robotics, #InterestRateCuts, #Diversification, #GlobalHoldings, #Nasdaq, #NIO, #BYD, #P/ERatios, #TechInvesting, #StockRebalancing, #MarketTrends#invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Il quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 24 marzo 2025. I principali temi: l'incertezza ai livelli della pandemia, le politiche commerciali di Trump e le mosse della Fed, i dubbi sulle valutazioni sulle Magnifiche 7, le spese per la difesa, l'arrivo del 2 aprile con le tariffe di Trump. Restate aggiornati e buon ascolto!Il presente podcast è destinato esclusivamente a scopi informativi/ di marketing non sostituendosi al prospetto informativo o ad altri documenti legali di prodotti finanziari ivi eventualmente richiamati. Nel caso, si prega di consultare il prospetto dell'OICVM/documento informativo e il documento contenente le informazioni chiave per gli investitori (KID) prima di prendere una decisione finale di investimento che può essere effettuata solo previa valutazione dell'adeguatezza del servizio o dello strumento finanziario rispetto al profilo individuato con il questionario MiFID. Solo la versione più recente del prospetto, dei regolamenti, del Documento chiave per gli investitori, delle relazioni annuali e semestrali del fondo può essere utilizzata come base per decisioni di investimento. Il presente podcast non costituisce né un'offerta né una sollecitazione all'acquisto, alla sottoscrizione o alla vendita di prodotti o strumenti finanziari o una sollecitazione all'effettuazione di investimenti. Ersel ha verificato con la massima attenzione tutte le informazioni rappresentate nel presente podcast e compiuto sforzi per garantire che il contenuto di questo podcast sia basato su informazioni e dati ottenuti da fonti affidabili, ma non garantisce della loro esattezza e completezza non assumendosi alcuna responsabilità. Ersel non si assume alcuna responsabilità circa le informazioni, le proiezioni o le opinioni contenute nel presente podcast e non risponde dell'uso che terzi potrebbero fare di tali informazioni, né di eventuali perdite o danni che possano verificarsi in seguito a tale uso. Il presente podcast può fare riferimento alla performance passata degli investimenti: i rendimenti passati non sono indicativi di quelli attuali o futuri. Le indicazioni e i dati relativi agli strumenti finanziari, forniti dalla Società, non costituiscono necessariamente un indicatore delle future prospettive dell'investimento o disinvestimento. È vietata la riproduzione e/o la distribuzione del presente podcast, non espressamente autorizzata.

The late John Naisbitt coined the term “megatrend” to describe “long-term and transformative forces” that he saw in the U.S. economy. But all megatrends start small and grow over time, like the Mighty Oak. In this Mobile Home Park Mastery podcast we're going to explore the new “megatrends” that impact the mobile home park sector with predictions on their direction over time.

Il quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 17 marzo 2025. I principali temi: l'S&P americano e l'oro, dazi e caos per i listini americani, l'Europa e le tensioni sulla guerra commerciale, il dramma dei prezzi delle uova, Bce e inflazione, i prossimi tagli dei tassi della Fed. Restate aggiornati e buon ascolto!Il presente podcast è destinato esclusivamente a scopi informativi/ di marketing non sostituendosi al prospetto informativo o ad altri documenti legali di prodotti finanziari ivi eventualmente richiamati. Nel caso, si prega di consultare il prospetto dell'OICVM/documento informativo e il documento contenente le informazioni chiave per gli investitori (KID) prima di prendere una decisione finale di investimento che può essere effettuata solo previa valutazione dell'adeguatezza del servizio o dello strumento finanziario rispetto al profilo individuato con il questionario MiFID. Solo la versione più recente del prospetto, dei regolamenti, del Documento chiave per gli investitori, delle relazioni annuali e semestrali del fondo può essere utilizzata come base per decisioni di investimento. Il presente podcast non costituisce né un'offerta né una sollecitazione all'acquisto, alla sottoscrizione o alla vendita di prodotti o strumenti finanziari o una sollecitazione all'effettuazione di investimenti. Ersel ha verificato con la massima attenzione tutte le informazioni rappresentate nel presente podcast e compiuto sforzi per garantire che il contenuto di questo podcast sia basato su informazioni e dati ottenuti da fonti affidabili, ma non garantisce della loro esattezza e completezza non assumendosi alcuna responsabilità. Ersel non si assume alcuna responsabilità circa le informazioni, le proiezioni o le opinioni contenute nel presente podcast e non risponde dell'uso che terzi potrebbero fare di tali informazioni, né di eventuali perdite o danni che possano verificarsi in seguito a tale uso. Il presente podcast può fare riferimento alla performance passata degli investimenti: i rendimenti passati non sono indicativi di quelli attuali o futuri. Le indicazioni e i dati relativi agli strumenti finanziari, forniti dalla Società, non costituiscono necessariamente un indicatore delle future prospettive dell'investimento o disinvestimento. È vietata la riproduzione e/o la distribuzione del presente podcast, non espressamente autorizzata.

Die Drohnentechnologie ist ein militärischer Megatrend. Was macht die Bundeswehr, um mit den Entwicklungen Schritt zu halten? Oberstleutnant Peter Bernewasser spricht mit „Nachgefragt“-Moderatorin Frau Hauptmann Janet Watson über die Drohnen der Bundeswehr. Aufzeichnung: 12.12.2024 Hier geht es zur Playlist auf YouTube: https://www.youtube.com/playlist?list=PLRoiDADf6lieRZ1mMjZBwMMmFSCrSE5h8

Advanced combat drones are increasingly used in conflicts in Africa. Countries like Iran, Turkey and the UAE provide these weapons. Gerrit Kurtz and Wolfram Lacher explain how drone usage has the potential to shift the balance of military power between state forces and insurgents.

Il quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 10 marzo 2025. I principali temi: i mercati finanziari e l'elevata volatilità, i tassi in Europa, le politiche fiscali della settimana, le ultime mosse della Germania, il credito e il mercato azionario. Restate aggiornati e buon ascolto!Il presente podcast è destinato esclusivamente a scopi informativi/ di marketing non sostituendosi al prospetto informativo o ad altri documenti legali di prodotti finanziari ivi eventualmente richiamati. Nel caso, si prega di consultare il prospetto dell'OICVM/documento informativo e il documento contenente le informazioni chiave per gli investitori (KID) prima di prendere una decisione finale di investimento che può essere effettuata solo previa valutazione dell'adeguatezza del servizio o dello strumento finanziario rispetto al profilo individuato con il questionario MiFID. Solo la versione più recente del prospetto, dei regolamenti, del Documento chiave per gli investitori, delle relazioni annuali e semestrali del fondo può essere utilizzata come base per decisioni di investimento. Il presente podcast non costituisce né un'offerta né una sollecitazione all'acquisto, alla sottoscrizione o alla vendita di prodotti o strumenti finanziari o una sollecitazione all'effettuazione di investimenti. Ersel ha verificato con la massima attenzione tutte le informazioni rappresentate nel presente podcast e compiuto sforzi per garantire che il contenuto di questo podcast sia basato su informazioni e dati ottenuti da fonti affidabili, ma non garantisce della loro esattezza e completezza non assumendosi alcuna responsabilità. Ersel non si assume alcuna responsabilità circa le informazioni, le proiezioni o le opinioni contenute nel presente podcast e non risponde dell'uso che terzi potrebbero fare di tali informazioni, né di eventuali perdite o danni che possano verificarsi in seguito a tale uso. Il presente podcast può fare riferimento alla performance passata degli investimenti: i rendimenti passati non sono indicativi di quelli attuali o futuri. Le indicazioni e i dati relativi agli strumenti finanziari, forniti dalla Società, non costituiscono necessariamente un indicatore delle future prospettive dell'investimento o disinvestimento. È vietata la riproduzione e/o la distribuzione del presente podcast, non espressamente autorizzata.

Trump just signed an executive order for a Bitcoin Strategic Reserve! But... the market didn't budge. We get into this puzzling reaction, plus explore three big trends about to reshape the DeFi landscape. Get ready to learn about consumer-friendly crypto apps that are about to go mainstream, and the potential of real-world assets hitting the blockchain. ~~~~~

Zelená dohoda Evropské unie, jejímž cílem je snížit do roku 2050 emise skleníkových plynů o 100 procent proti roku 1990, je pod palbou kritiky politiků i podnikatelů. Podle úspěšného byznysmena, zakladatele a hlavního majitele společnosti Eurowag Martina Vohánky jsou korekce zelené strategie potřeba. V pořadu Peníze a vliv Jany Klímové varuje před velkými změnami. „Pro průmysl je nejhorší, když už se vydá nějakým směrem, udělat pak úplnou otočku. To je zabiják,“ zdůrazňuje.

Thematic investing is gaining traction in today's investing landscape, but what exactly is thematic investing and how can investors take advantage of this new trend? Jeff Shen, co-head of systematic Active Equity at BlackRock, joins Oscar to help us understand the current themes driving investment opportunities, how his team identifies and evaluates emerging themes and the role of technology in shaping the future of investing. We'll also discuss the risks associated with thematic investing and key takeaways for investors looking to capitalize on these trends.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Wir sprechen mit Mag. Wolfgang Ebner. Er leitet die Sektion VII "Digitalisierung und E-Government" im Bundeskanzleramt und ist Chief Digital Officer des Bundes.Wir besprechen die Steuerung und Regulierung der Digitalisierung in Österreich vor dem Hintergrund von "Megatrends" wie Cloud, Plattformen und KI. Link:https://bka.ldap.gv.at/#/organisation/gvouid%3DAT%3AB%3A1008465%2Cou%3DOrgUnits%2Cgvouid%3DAT%3AB%3A111%2Cdc%3Dat

In this episode, Junior Podcast Editor Ioana Zanchi (MS in Addiction Policy and Practice ‘25) interviews Dr. Vijeth Iyengar, Director of Global Aging at AARP International and nationally recognized neuroscientist and aging health policy expert, to discuss aging as a global mega trend, the concept of the longevity economy, and its local, national, and international policy implications.

Trade policies have always been a critical aspect of global economies and recent developments in US. Tariffs have sparked market volatility and discussions around the impact on inflation. The latest tariff announcements by President Trump have sent ripples through the market, affecting various sectors, and raising questions about their long-term impact. But what exactly are these new tariffs and how will they influence US companies, global supply chains and the broader market? Joining Oscar to unpack these developments is Glenn Purves Global head of Macro in the BlackRock Investment Institute and Catherine Kress, Head of geopolitical research and Strategy at BlackRock.This episode was recorded at 2pm, February 5th, 2025.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Megatrends are the major movement, pattern or trend emerging that are likely to have a significant impact on our lives, the economy and the kinds of products consumers will wish to buy in the foreseeable future.In today's episode we're joined by Elisa Di Marco of Magellan Financial Group to unpack 3 big megatrends shaping our world today (and how we can invest in them).Tune in to hear us unpack the investment opportunities in:Rising healthcare spendingSemiconductor demand Digital innovation in financeThis episode has been sponsored by Magellan. Thank you to Magellan for helping keep all of our content free.If you want to learn more about Magellan and hear more from Elisa. head to: https://www.magellangroup.com.au/—------Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Amanda Buonopane, senior manager of strategic insights for Rich Products, returns to talk about Rich's MegaTrends reports, which the company develops and then shares with the industry. In the current report, Buonopane says the data shows snacking is on the rise with consumers, and also how e-commerce and online shopping are impacting the food and beverage industry today. This is the latest guest appearance by Buonopane. Check out the insights she shared in her last episode.

Send us a textJoin Chas and Julie as they address productivity gains in the workplace head on.  Part 3 of the 2025 Megatrend series, Chas and Julie uncover practical elements of making better decisions in the workplace through the lens of artificial intelligence.

In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what it means for investors and policymakers, offering listeners a behind-the-scenes perspective from Davos. This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A critical theme for 2025 and beyond rebuilding the US physical economy with the Infrastructure, Investment and Jobs Act, and other policy measures, there's a renewed focus on enhancing infrastructure, reshoring manufacturing and addressing the housing supply gap. These efforts are not just about construction and development. They're about revitalizing the US economy and creating sustainable economic growth. Joining Oscar is Jay Jacobs, US head of Thematic and Active ETFs at BlackRock. Jay will provide insights into the demographic trends influencing the housing market, the reshoring of manufacturing, and the bipartisan support for these developmentsSources: New York Governor. "Governor Hochul Announces $54 Million in State Funding to Support the Second Avenue Subway Project." 7/30/2024; Reuters. "JFK Airport's massive overhaul takes winding route through debt markets." 12/6/23; Department of Transportation. "Hudson River Tunnel Project between New York and New Jersey." July 2024; American Society of Civil Engineers. "ASCE'S Infrastructure Report Card Gives U.S. "C-" Grade, Says Investment Gap Trillion, Bold Action Needed. 3/3/2021; Report Card for America's Infrastructure. "Overview of Bridges." 2021; MRL Consulting. "Semiconductor in everyday life: products from leading companies you use daily." 7/31/24; Center for Strategic and International Studies, “Mapping the semiconductor supply chain: the critical role of the indo-pacific region,” 5/30/2023; Semiconductor Industry Association. "America Projected to Triple Semiconductor Manufacturing Capacity by 2032. The Largest Rate of Growth in the World." 5/8/24; Realtor.com, “U.S. housing supply gap grows in 2023; growth outpaces permits in fast-growing sunbelt metros,” 2/27/2024; Motley Fool Money. "Millennial Home-Buying and Homeownership Statistics." 9/10/24; CNN. “More than half of American renters who want to buy a home fear they'll never afford one." July 29, 2024; Merrill Lynch. "Will the "Great Wealth Transfer" transform the markets?" May 2024. This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Future of AI and Data in 2025:  There's a lot of excitement and prototyping around AI. "People are excited that they can ask questions and get real answers instead of getting the proverbial 10 blue links. I think people see the promise of things like that. How do you make that work at scale? How do you make that work in a reliable way, and how do you make it work in a way that's not expensive?" Ramaswamy shares a recent experience in India, describing the cost-consciousness of customers and the focus on making data accessible and valuable.Shifting Priorities for Snowflake Customers:  What do customers want? Ramaswamy identifies goals including empowering business users with data faster and unlocking the value of unstructured information. In response, Snowflake is helping customers access and utilize historical information and build hybrid systems. He notes that SQL enables easier data transformations and extractions.Cultural Change and AI Adoption: Cultural change is required for companies to handle AI. Even within Snowflake, adopting AI has been a challenging process. Snowflake's engineering and sales teams are beginning to use AI tools like Copilot and Cortex, but there's a need for ongoing practice to fully integrate AI into daily operations. The Promise of AI and Data Platforms: AI has the potential to free up significant time for employees, allowing them to focus on higher-value tasks. Snowflake aspires to make data platforms simple and accessible, allowing users to perform complex tasks with ease. Its consumption model has several benefits and aligns it with business goals of making more money or spending less. Companies like Siemens are using chatbots to improve efficiency and access to information.Competition and Innovation in the Data Market: Competition, Ramaswamy says, drives innovation and improves products. It only strengthens Snowflake, which stands apart due to its unified platform, tight integration, and ease of use. "If you create a chatbot with Snowflake, it will automatically obey all of the access control rules that you have set up. It will automatically obey all of the data masking that your administrator has set up." Ramaswamy discusses the challenges of balancing innovation with maintaining simplicity and efficiency in Snowflake's product offerings.Mega Trends and Challenges for Snowflake: Ramaswamy sees two mega trends for 2025: the rise of interoperable data formats and the acceleration of AI. Snowflake is well-positioned to take advantage of these trends through its end-to-end offerings and data engineering capabilities. However, there are challenges to maintaining data quality and speed while innovating rapidly. AI tools like agents must drive real utility and value for customers.Data Literacy Initiative: One Million Minds Plus One: Snowflake has a new initiative aimed at improving data literacy. Data can be difficult to interpret, and the right skills are necessary to do so. Snowflake is spearheading an ambitious program to educate over a million people in data literacy, free of charge. The initiative includes teaching concepts like data engineering, data analytics, and using BI tools and notebooks for interactive analysis.Excitement for 2025: Sridhar expresses excitement about the potential for AI and data to drive real business transformations in 2025. Snowflake will continue to play a vital role in helping customers become truly data-driven organizations. Navigating growth, competition, and innovation while maintaining simplicity and value for customers is key.

Heute möchte ich über Aktien aus einem Sektor sprechen, der aktuell einen Aufwärtstrend verzeichnet und das Potenzial hat, sich zu einem Megatrend zu entwickeln – so beschreibt es der Tech-Analyst Scott Gallloway in seinem Jahresausblick. Auch zahlreiche Research-Häuser haben diesen Sektor hervorgehoben und empfehlen, sich in diesem Bereich zu positionieren. Ich werde die relevanten Aktien nennen und erläutern, warum ich selbst nicht in diesen Sektor investiere und auch nicht plane, dies zu tun – aus rein persönlichen Gründen. Abschließend werde ich einen durchaus unrealistischen, aber ernst gemeinten Vorschlag unterbreiten, wie die großen Nationen in Zukunft ihre Konflikte austragen könnten.
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Send us a textJoin Chas and Julie as they discuss the 2nd Megatrend in this 3 part series where they uncover the engagement and employee experience outlook for 2025.

In this episode of Weaver: Government Impact, host Todd Hoffman, Brett Nabors, Partner in IT Advisory Services, and Morgan Page, Partner-In-Charge of Digital Transformation and Automation Services, discuss the crucial topic of data governance and management in government. They explore the complexities of managing vast amounts of data and the strategies for turning data into actionable information.Key Points: • Transforming extensive data into actionable information is a significant challenge for government entities• Data governance is not just about securing data but also about ensuring its quality and relevance for decision-making• The evolving landscape of data management requires new roles and responsibilities within government organizationsThe podcast highlights the challenges government agencies face in managing and governing data. Page emphasizes the difference between data and information, noting the importance of converting data into insights that drive decision-making. Nabors discusses the need for a transparent data governance model, focusing on data definitions, ownership, and decision-making processes. “The true model of data is almost a starting point,” Nabors said. “Have we truly created a data definition, and what does our data universe look like?” “You're putting resources towards data that you want the public to access,” Page added, underlining the importance of understanding and managing data effectively to make informed decisions and maintain public trust.Subscribe and listen to future episodes of Weaver: Government Impact on Apple Podcasts or Spotify.©2024

In this episode of Weaver: Government Impact, host Todd Hoffman, Brett Nabors, Partner in IT Advisory Services, and Morgan Page, Partner-In-Charge of Digital Transformation and Automation Services, unpack legacy modernization for customer services in government. The discussion focuses on the challenges and strategies of updating outdated systems to improve efficiency and customer experience in the public sector.Key Points: • The availability of funding and social acceptance of change make now an ideal time for legacy modernization• Modernizing legacy systems involves not just technology upgrades but also aligning with organizational goals and customer needs• Assessing and prioritizing modernization efforts based on process impact and constituent interaction is crucial for effective transformationThe podcast explores the urgency and methodology of modernizing legacy systems in government. Hoffman, Nabors, and Morgan Page discuss the unique opportunity presented by current funding availability and the public's openness to change. They emphasize that modernization is about technological upgrades and ensuring these changes align with the organization's broader goals and effectively enhance customer interactions. “You don't have to be the bleeding edge,” Page said, highlighting the importance of strategic planning in legacy modernization. “You want to be forward but not first.” “It's constituent and employee experience... recognizing what you have today... becomes the barrier,” Nabors added. These quotes underscore the need for a balanced approach to adopting new technologies and understanding existing systems for successful modernization. Subscribe and listen to future episodes of Weaver: Government Impact on Apple Podcasts or Spotify.©2024

In this episode of Weaver: Government Impact, host Todd Hoffman, Brett Nabors, Partner in IT Advisory Services, and Morgan Page, Partner-In-Charge of Digital Transformation and Automation Services, explores the vital topic of legacy modernization for enhancing customer services in government. The discussion focuses on integrating emerging technologies like AI and blockchain into existing systems and the strategic approach needed for successful implementation. This episode is essential for understanding the role of technology in transforming government services. Key Points: • Choosing the right emerging technologies for government services requires a strategic, not necessarily first-mover, approach• Effective legacy modernization hinges on aligning technology with organizational goals and customer needs• Assessing organizational readiness for technology adoption is crucial, focusing on both process and workforce capabilities The podcast delves into the complexities of modernizing legacy systems in government to improve customer services. Hoffman, Nabors, and Page discuss the importance of strategically selecting emerging technologies like AI and blockchain, ensuring they align with the organization's goals and enhance customer experiences. The conversation also highlights the need for a comprehensive plan considering the organization's readiness, including process and workforce capabilities. "No technology is going to be a silver bullet,” Page said. “You can buy the world's greatest application, most well-designed, fantastic one, and implement it, and it will fail miserably if you don't have the right processes in place, and you don't have the people skilled in the right way." "With the emerging technology piece, it's also about identifying how you're going to use what's existing and not trying to credit yourself,” Nabors said. “It's being more exploratory... if you've got the in-house capabilities, by all means do it. But a lot of these emerging technologies, the technologies aren't sitting in necessarily the government today, doesn't mean that won't be the way tomorrow." Subscribe and listen to future episodes of Weaver: Government Impact on Apple Podcasts or Spotify.©2024

In the latest episode of Weaver: Government Impact, host Todd Hoffman, along with experts Brett Nabors and Morgan Page, discuss enhancing the constituent experience in government services. This episode offers valuable insights into how governments can better meet the evolving expectations of their constituents, leveraging technology and innovative processes to create more efficient and user-friendly services.Key Points: • Prioritizing current constituent needs on government websites, such as Real ID inquiries, ensures direct and efficient support, enhancing the digital experience• Fostering interagency data sharing and collaboration creates a unified and seamless experience for constituents across different government services• Balancing automated digital solutions with human-centric processes caters to diverse constituent preferences, improving service accessibility and satisfactionThis episode focuses on the transformation of constituent experiences in government services. Nabors discusses constituents' heightened expectations, influenced by private sector advancements. The conversation also covers the importance of knowing the constituents through digital interfaces like apps and effective interagency collaboration. This holistic approach ensures a more personalized and efficient service delivery. “What are people coming to our website to try to find,” Page said. “What's new? We've got Real ID that's hitting everyone right now... How do we have that be the person of your digital frontage that goes, are you here for Real ID?” This quote emphasizes the need for governments to proactively address constituent queries and streamline their digital platforms for better service delivery.Subscribe and listen to future episodes of Weaver: Government Impact on Apple Podcasts or Spotify.©2024

In this episode of Weaver: Government Impact, host Todd Hoffman, along with Weaver IT experts Brett Nabors and Morgan Page, explores the critical challenge of preparing the future workforce in government sectors. The discussion revolves around adapting to rapid technological changes, addressing skill gaps, and evolving compensation models to stay competitive. This episode is a must-listen for those interested in workforce development and technology integration in the public sector.Key Points: • Bridging skill and competency gaps in government workforces is achieved through targeted cross-training and strategic external hiring.• Maintaining legacy systems while integrating new technologies balances traditional and modern IT needs in government.• Adapting compensation models helps governments remain competitive and attract skilled professionals in a rapidly evolving tech landscape.The podcast delves into the complexities of preparing a future-ready government workforce. It highlights the challenges of retiring employees, the lack of succession planning, and the rapid pace of technological advancement. The conversation with Nabors and Page provides insights into how governments can bridge skill gaps internally through cross-training and externally through strategic hiring while addressing pay pressures to compete with the commercial sector.“Your Gen AI is now your level one... Your level one with Gen AI is no longer necessary because you can take Joe Bob off the street, pair him with Gen AI, and say, how do I insert a question here,” Page said. “And it gives you a three, five, seven-step process to fix it.” This shift towards leveraging technology like Gen AI redefines the government workforce's skill levels and roles. Subscribe and listen to future episodes of Weaver: Government Impact on Apple Podcasts or Spotify.©2024

Seth Borko, head of research at Skift, talks with Alan Fine of Insider Travel Report about Skift's megatrends report for 2025. Borko highlights a few big trends, including a slow and steady growth in travel demand, the rise of event-based tourism, and how consumer preferences are shifting toward authenticity and cooler climates. Borko also discusses emerging trends such as pet travel, the role of artificial intelligence in the industry and cultural shifts in destinations. For more information, visit www.skift.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.  

As we welcome a new year, we reflect on 2024 as another strong year for equities with inflation, interest rates, and the ongoing impact of artificial intelligence. Still very much in the spotlight. 2025 is shaping up to be an intriguing year for equity investors BlackRock's Global CIO of Fundamental Equities, Tony DeSpirito, will discuss the factors driving the market where he sees the biggest equity opportunities and some of the challenges that lie ahead.Sources: S&P 500 2 Year Return, Y Charts, ‘How Reddit Surprised Wall Street With 185% Post-IPO Surge', Investor Business Daily, Nov 2024; Russell 1000 Value Index historical charts; 2023 GICS Changes: Companies Impacted and What You Need to Know, State Street Global Advisors, Jan 2023; The Magnificent Seven Monitor, Reuters; BlackRock Fundamental Equities with data from FactSet as of 11/30/24This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

At Skift's Megatrends event, travel executives discussed the rising impact of AI on the industry, with Thomas Reiner of Altimeter Capital warning that AI-driven personal assistants could disrupt online travel agencies, metasearch engines, and traditional SEO. Meanwhile, Kayak CEO Steve Hafner anticipates that a commercial agreement between an AI engine and a major travel brand could arrive by 2025, potentially reshaping consumer booking habits. Finally, British Airways' controversial switch to a revenue-based loyalty program underscores the importance of transparent communication and planning when making significant changes that affect frequent travelers. Online travel agencies and metasearch engines are in trouble due to the rise of AI-generated search The first commercial agreement between an AI engine and a major travel brand British Airways recently announced several controversial changes to its loyalty program Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Gesundheit ist ein Milliardengeschäft und zudem auch ein Megatrend an der Börse. Zuletzt machten die Krankenkassen mit stark ansteigenden Zusatzbeiträgen Schlagzeilen: "Die Beitragssatz-Explosion, die wir gerade Ende letzten Jahres erlebt haben, die ist schon dramatisch. Es gab noch nie in den letzten 50 Jahren so eine Anhebung in der Breite der Kassen. Das liegt an verschiedenen Faktoren: Zum einen, dass die Einnahmesituation seit Jahren nicht im politischen Fokus gewesen ist, Steuerzuschüsse sind nicht dynamisiert worden und teure Gesetze wurden verabschiedet. Alleine die gesamten Gesetze der letzten Jahre kosten die Kassen pro Jahr 13 Milliarden Euro zusätzlich, ohne dass die Versorgung verbessert wurde. Und die Kassen werden zunehmend auch von der Politik beschnitten in ihren Möglichkeiten. Wir dürfen nicht mehr alle Rechnungen prüfen. Wir zahlen teilweise Rechnungen blind im Krankenhausbereich", so Torsten Kafka. Der Vorstand der HEK - Hanseatischen Krankenkasse - über den Hype der Abnehmspritzen: "Es ist erst der Anfang des Hypes. Wir als Vertreter der Gesetzlichen Krankenkasse zahlen da noch keinen Zuschuss, weil es als Lifestyle-Produkt gilt. Im Bereich Adipositas muss man vermutlich überlegen, ob es in die konventionelle Behandlung aufgenommen werden kann." Es gibt spannende Innovationen und Medikamente: "Bei seltenen Krankheiten ist viel Medizinforschung erforderlich. Deswegen ist es auch ok, dass Preise steigen. Es gibt ein Medikament, das schaltet bei kleinen Kindern einen seltenen Gendefekt ab, an dem man früher entweder gestorben ist oder über eine lange Zeit sehr aufwendig behandelt werden musste. Diese Spritze nimmt man einmal und schaltet diesen Gendefekt ab. Allerdings kostet so eine Dosis eine Million Euro. Solche Medikamente kommen immer mehr auf den Markt und belasten aber auch das System. Da ist die Politik auch gefordert, Regeln festzulegen, das man das ethisch und ökonomisch vertreten kann." Die HEK wurde gerade vom Handelsblatt und dem Deutschen Finanz-Service Institut als eine der "besten Krankenkassen" ausgezeichnet. Wie können sich GKVs voneinander unterscheiden? "Es heißt ja oft Krankenkasse haben eh alle die gleichen Leistungen. Das stimmt nicht ganz. Unsere Leistungen und Services sind sehr auf unsere Kunden ausgerichtet. Das sind in der Regel sehr anspruchsvolle Kunden. Wir sind z.B. die erste Kasse, die eine App hatte. Kein maroder Behörden-Club. Da kann man sich unterscheiden und besser sein als die Konkurrenz." Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://www.hek.de

In dieser Samstagsfolge von “Alles auf Aktien” lauschen wir dem Börsen-Philosophen – besser bekannt als Deutschlands Warren Buffett. Unser Gast ist einer der renommiertesten Fondsmanager des Landes. Erfolgreich als Value-Investor, überrascht er hier bei AAA regelmäßig auch mit Vervielfacher-Ideen. Heute blicken wir zuerst zurück: Auf seine guten und bislang nicht so guten Aktien-Ideen. Doch wir schauen auch nach vorn. Auf die 4 großen Megatrends, den Fastfood-Index und den farbenblinden Elon Musk. Ein Gespräch mit Hendrik Leber.

In this special replay episode Ambar Bhattacharyya of Maverick Capital joins Nick to discuss Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling. In this episode we cover: Healthcare Trends, Including High Deductible Health Plans and Cash Pay Models US Halthcare System, Incentives for Preventative Medicine, and Potential for Value-Based Outcome-Oriented Systems AI Adoption in Healthcare, Including Adoption and Risks The Future of Healthcare Technology, New Codes, and Credentialing Process Healthcare, Aging, and End-of-Life Care Guest Links: LinkedIn X Maverick The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Send us a textJoin Chas and Julie as they unpack UKG's 2025 MegaTrends.  In this episode they discuss the escalating global labor deficit and share ways your organization can inventory, create a plan, and execute by focusing in certain areas of your business.

Guest: Phil Venables, Vice President, Chief Information Security Officer (CISO) @ Google Cloud Topics Why is our industry suddenly obsessed with resilience? Is this ransomware's doing? How did the PCAST report come to be?  Can you share the backstory and how it was created? The PCAST report emphasizes the importance of leading indicators for security and resilience. How can organizations effectively shift their focus from lagging indicators to these leading indicators? The report also emphasizes the importance of "Cyber-Physical Modularity" - this sounds mysterious to us, and probably our listeners! What is it and how does this concept contribute to enhancing the resilience of critical infrastructure? The report advocates for regular and rigorous stress testing. How can organizations effectively implement such stress testing to identify vulnerabilities and improve their resilience?  In your opinion, what are the most critical takeaways from our PCAST-related paper for organizations looking to improve their security and resilience posture today? What are some of the challenges organizations might face when implementing the PCAST recommendations, and how can they overcome these challenges?  Do organizations get resilience benefits “for free” by using Google Cloud? Resources: 10 ways to make cyber-physical systems more resilient “Cyber-Physical Resilience and the Cloud: Putting the White House PCAST report into practice” report Megatrends drive cloud adoption—and improve security for all EP163 Cloud Security Megatrends: Myths, Realities, Contentious Debates and Of Course AI Advising The President On Cyber-Physical Resilience - Philip Venables (at PSW) EP201 Every CTO Should Be a CSTO (Or Else!) - Transformation Lessons from The Hoff EP171 GenAI in the Wrong Hands: Unmasking the Threat of Malicious AI and Defending Against the Dark Side  

In the second episode of our infrastructure mini-series on The Bid, guest host Mark Weidman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest opportunities in infrastructure, the global transition to a low carbon economy.Sources: IEA Net Zero 2050, May 2021; Bloomberg New Energy Finance (BNEF) New Energy Outlook 2024 (May 2024); LevelTen Energy - Q1 2024 PPA Price Index Executive Summary - North America; Carbonomics, Goldman Sachs Dec 2022This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this first episode of our infrastructure miniseries on The Bid, guest host Mark Wiedman is joined by Raj Rao, Founding Partner, President and Chief Operating Officer of Global Infrastructure Partners (GIP), now a part of BlackRock to talk infrastructure investing 101, how the asset class started, what's driving its growth and why it's becoming a must have in investors' portfolios.Sources: “Data center spending skyrockets as cloud building rush accelerates”, CIO Dive, Sep 2024; “The Infrastructure Opportunity: Listed Versus Unlisted”, Institutional Investor 2022This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Explore how innovative leadership principles and storytelling can transform personal and professional growth with 3M's Chief Science Advocate, Jayshree Seth. In this episode of The Innovation Show, Jayshree shares memorable acrostics and blueprints for success from her trio of books, discusses key elements of effective leadership, and delves into the importance of advocacy and diverse perspectives. Gain insights on balancing long-term vision with detailed execution and the role of positive emotions in fostering a creative and innovative environment.   00:00 Introduction and Guest Welcome 02:34 The Importance of Leadership 04:31 Leak Proof Leadership Explained 09:01 The Role of Storytelling in Innovation 11:08 The Five I's of Innovation 17:01 Advocacy and Leadership 22:24 Supervisory Skills and Employee Relationships 27:13 The Future is Already Here 28:35 Understanding Trends and Megatrends 30:35 The TNT Factor: Trends, Needs, Threats 31:24 Exploring the TREND Mnemonic 35:14 Bridging the Business-Technical Gap 41:39 Effective Leadership Communication 50:54 The Kaleidoscope of Leadership 56:58 Conclusion and Final Thoughts Jayshree previously on the show: innovation, Jayshree Seth, 3M, Chief Science Advocate, engineering, empathy, collaboration, patents, creativity, storytelling, visionary leadership, purpose-driven leadership, resilience, engineering innovation, STEM, scientific advocacy, women in science, leadership strategies

As we look back, 2024 was marked by a delicate balance between economic recovery and ongoing challenges. Despite some positive developments, the global economy faced hurdles that influenced investor sentiment and strategic decisions. Central banks navigated complex inflationary pressures, while investors sought to adapt to a rapidly changing environment. Jean Boivin, Head of The BlackRock Investment Institute, joins Oscar to help us look ahead to the new year. Jean will provide insights into the structural shifts we anticipate and explain how investors can navigate the five mega forces that the BlackRock Investment Institute identifies as key drivers of the new macro regime.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textChas and Julie reveal UKG's 2025 Megatrends your organization should act on.  With over 30 case studies, 200 stakeholders, and hours of compilation, tune in to hear which trends could have the greatest impact on your business.  Chas and Julie also share practical recommendations on how to be proactive with your actions.

AI has been dominating investing headlines for almost two years, but it's not just a buzzword. It's a powerful technology that's poised to revolutionize industries and economies on a global scale. Investors are asking how will AI reshape job markets, productivity and economic growth? Nicholas Fawcett, a senior economist in the BlackRock Investment Institute joins Oscar to explore what AI means for the broad economy and the different stages of AI's evolution.Sources: Productivity estimates based on Brynjolfsson, Li, and Raymond (2023), Dell'Acqua et al. (2023) , Cui et al. (2024); Capex spend from BlackRock Investment Institute, Reuters, October 2024; Agricultural data based on IPUMS USA, October 2024This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For The Bid's 200th episode, joining Oscar is one of BlackRock's founders, Rob Kapito. Rob currently serves as president of BlackRock and has witnessed the firm's incredible journey from the days of a largely US-based fixed income shop to becoming the firm trusted to manage more money than any other investment company in the world. Rob shares insights on the history of BlackRock, the firm's growth, and the evolving culture that has driven its success. We also look ahead to the future and get Rob's views on what lies ahead for BlackRock.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.