Podcasts about megatrends

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Best podcasts about megatrends

Show all podcasts related to megatrends

Latest podcast episodes about megatrends

Your Authentic Path to Powerful Leadership
Episode 199: Inclusion is an Action (108)

Your Authentic Path to Powerful Leadership

Play Episode Listen Later Jul 9, 2025 62:09


In Episode 199, Marsha discusses the final episode in her three-part series on diversity, equity, inclusion, and belonging. She emphasizes the importance of inclusion as an action, referencing Arthur Chan's quote: "Diversity is a fact, equity is a choice, inclusion is an action, and belonging is an outcome." To access a full transcript of this episode, please visit http://www.marshaclarkandassociates.com/transcripts/recast-inclusion-is-an-actionTo find out more about Marsha or to purchase a copy of her book, "Embracing Your Power: A Woman's Path to Authentic Leadership & Meaningful Relationships," visit her website at www.marshaclarkandassociates.com.

The Bid
226: 2025 Midyear Outlook: How investors Can Get A Grip on Economic Uncertainty

The Bid

Play Episode Listen Later Jul 3, 2025 20:32


So far, 2025 has been a year of sharp policy shifts and heightened macroeconomic uncertainty. With volatility becoming the new normal, how can investors stay grounded? In this episode of The Bid, host Oscar Pulido welcomes back Glenn Purves, Global Head of Macro at the BlackRock Investment Institute, to break down the firm's 2025 Midyear Outlook.They explore why the long-term economic picture has become less predictable, how mega forces like AI and geopolitical fragmentation are reshaping global economic markets, and what “investing in the here and now” really means. From the role of private capital in funding infrastructure and energy to the balance between strategic and tactical asset allocation, Glenn shares how investors can find opportunity amid uncertainty in the economy—and what risks investors should watch for in the second half of the year.Sources: 2025 Midyear Outlook, BlackRock Investment InstituteKey moments in this episode:00:00 Introduction to 2025 Market Volatility01:55 Introducing the Investment Midyear Outlook02:46 Geopolitical Fragmentation and Mega Forces03:48 3 Investment Themes In 202505:10 Navigating Uncertainty and Risk08:47 The Role of AI and Energy in Investments13:19 Geopolitical Landscape and Trade Policies16:49 Conclusion and Key Takeaways19:30 Summer Series on The Bid

The Optimistic Outlook
Megatrends Shaping Tech: How a Futurist Sees the World

The Optimistic Outlook

Play Episode Listen Later Jul 1, 2025 28:16


What does a futurist see when they look ahead—not just to next year, but to 2050 and beyond? In this episode, Barbara sits down with Brian Comiskey, Senior Director of Innovation & Trends at the Consumer Technology Association (CTA), to explore the megatrends transforming our world. From industrial AI and digital twins to quantum computing and generational shifts, Brian offers a window into the technological, societal, and human-centered forces that are defining the future. Together, they discuss how industrial innovation is not only catching up to—but in many cases, leading—the digital revolution, and what it takes for businesses and communities to thrive in a world of constant change.   Show notes Subscribe to Barbara's LinkedIn Newsletter Siemens unveils breakthrough innovations in industrial AI and digital twin technology at CES 2025

I podcast di Ersel
Weekly Advisory - 30 giugno 2025 - Mercati US in modalità summer party

I podcast di Ersel

Play Episode Listen Later Jun 30, 2025 4:52


l quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 30 giugno 2025. I principali temi: modalità summer party per Wall Street, conflitto Iran-Israele, l'accordo tra Usa e Cina, le future mosse di Trump e 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.

China Calling
Massiv unterschätzt! So dominiert China bald die Welt! (Interview mit Thomas Brandt)

China Calling

Play Episode Listen Later Jun 28, 2025 34:13 Transcription Available


Dieses Episode ist ein ganz besonderes, denn ich habe mich in Kuala Lumpur mit dem Autor, Speaker und Asien-Experten Thomas Brandt getroffen, der auf über 30 Jahre Leben in Asien zurückblickt. Im Gespräch diskutieren wir vor allem das Zeitalter der Übersee-Chinesen als Megatrend und beleuchten das Thema aus verschiedenen Blickwinkeln wie Kultur, Gesellschaft und natürlich auch Wirtschaft und Investments. Die Aufnahme ist ursprünglich auf meinem YouTube-Kanal veröffentlicht worden und jetzt auch hier als Podcast-Folge verfügbar.
 ► Zu den Inhalten von Thomas Brandt findest du hier mehr: https://www.thomasbrandt.asia
 ► Hier kannst du dich kostenlos für meine neue Plattform C2I-Express (App + Report) anmelden: https://china2invest.webflow.io/express
 ► Hier kannst Du meinen YouTube-Kanal abonnieren: https://www.youtube.com/china2invest
 ► Folge mir gerne auch auf LinkedIn: https://www.linkedin.com/in/ericnebe/
 Über eine positive Bewertung und ein Abo auf deiner Podcast-App würde ich mich sehr freuen und natürlich ebenso, wenn du meinen Podcast weiterempfiehlst.
 Die verwendete Musik wurde unter AudioJungle - Royalty Free Music & Audio lizensiert. Urheber: Alexiaction.
 Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Alle Beiträge auf diesem Kanal spiegeln lediglich meine eigene Meinung wider und stellen keinerlei Aufforderung zum Kauf oder Verkauf von Wertpapieren dar.
 Offenlegung wegen möglicher Interessenkonflikte: Der Autor ist in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: -.

The Bid
225: Retirement Planning: What New Legislation Could Mean For Your Retirement Account

The Bid

Play Episode Listen Later Jun 27, 2025 19:09


In a recent BlackRock survey of registered voters, more than 75% of retirees said they wished they had saved more money for retirement. And with the recent passage of the SECURE 2.0 Act now in effect, opening up new opportunities for savers, investors are considering how to save and build wealth for the future. Shoring up emergency savings is protective of retirement savings, according to research by The BlackRock Foundation. So how can investors ensure they're pulling all the levers at their disposal to retire on their own terms?Rob Crothers, Head of U.S. Retirement for BlackRock, will discuss the current state of the retirement landscape and help us unpack a toolkit for retirement savers that's been proposed by the Bipartisan Policy Center and how investors and employers can plan for the future.Key moments in this episode:00:00 Introduction: The Importance of Saving for Retirement00:17 Exploring the SECURE 2.0 Act and Retirement Universals02:01 Current Retirement Landscape and Policy Changes04:06 BlackRock's D.C. Retirement Summit and Key Recommendations06:28 Mechanisms for Better Saving Behavior11:40 Encouraging Early Financial Education14:24 Market Volatility and Long-Term Saving Strategies16:50 Actionable Retirement Considerations18:18 Conclusion and Upcoming TopicsCheck out this playlist on investing for retirement here: https://open.spotify.com/playlist/08Fx1iZaBwLclqpswIbjUq

Plutos Finanzpodcast
Kritische Metalle & seltene Erden

Plutos Finanzpodcast

Play Episode Listen Later Jun 26, 2025 16:35


In der aktuellen Folge des Plutos Finanzpodcasts spricht Research- und Strategieexperte Markus Mezger zum Rückgrat der Energiewende: kritische Metalle und seltene Erden. Ob E-Autos, Windräder oder Batteriespeicher – ohne Rohstoffe wie Lithium, Kobalt oder Nickel geht nichts. Doch: Reicht das Angebot überhaupt aus? Wie abhängig sind wir geopolitisch? Und: Wie können Anleger von diesem Megatrend profitieren?

I podcast di Ersel
Weekly Advisory - 23 giugno 2025 - Nuovo pezzo per il puzzle geopolitico

I podcast di Ersel

Play Episode Listen Later Jun 23, 2025 4:35


l quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 23 giugno 2025. I principali temi: attacchi aerei Usa e le nuove tensioni geopolitiche, il prezzo del petrolio, tassi di interesse e inflazione, la decisione della banca centrale svizzera. 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.

Hungry Minds - eine Generation, die fordert
#22 Kommt die Wehrpflicht zurück, Gerd Placke?

Hungry Minds - eine Generation, die fordert

Play Episode Listen Later Jun 21, 2025 53:25


In dieser Folge sprechen wir über eine Debatte, die sich seit einiger Zeit hält und angesichts der aktuellen weltpolitischen Lage nicht abebbt: Sollten junge Menschen wieder verpflichtet werden, der Bundeswehr zu dienen? Was steckt hinter dem Vorschlag der Freiwilligkeit von Verteidigungsminister Boris Pistorius? Und wie stehen die jungen Menschen selbst eigentlich zur Bundeswehr? Hierfür haben wir mit Dr. Gerd Placke gesprochen – Experte für Demokratie und gesellschaftliches Engagement. Er erklärt, warum Zwang nicht gleich Zusammenhalt bedeutet und was die Politik jetzt tun müsste, um nicht nur die nötigen Rahmenbedingungen in der Bundeswehr zu schaffen, sondern auch die Grundlage, die es bräuchte, damit junge Menschen eine Wahlfreiheit haben. **Offizieller Partner dieser Folge: ** Die Bertelsmann Stiftung beschäftigt sich mit Megatrends, wie der Globalisierung, Digitalisierung und dem demografischen Wandel. Die Stiftung will mit Forschungsarbeit und vielen weiteren Projekten dazu beitragen, die Menschen zu befähigen, die Gesellschaft aktiv mitzugestalten - auch junge Menschen! Mehr zum Vorschlag des Rechtsanspruches auf ein Gesellschaftsjahr: [Hier.](https://www.bertelsmann-stiftung.de/de/publikationen/publikation/did/rechtsanspruch-auf-ein-gesellschaftsjahr)

The Bid
224: Systematic Investing: The Role of Consistent Alpha in Volatile Markets

The Bid

Play Episode Listen Later Jun 20, 2025 19:36


The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in data analytics and technology are helping investors better understand markets not just in during turbulent times, but in everyday decision making. But is AI the answer to consistent investment performance, and how can human judgment have the potential to create more resilient investment results? Enter systematic investing, that blends human insight and machine learning to pursue consistent alpha in volatile markets through disciplined processes, alternative data, and continuous innovation.Ronald Kahn, Global Head of Systematic Investment Research at BlackRock, has played a foundational role in shaping the field of quantitative investing over the past few decades. He joins host Oscar Pulido to talk about what it means to pursue consistent alpha in today's markets, how data and technology have evolved investors' expectations and how systematic investing continues to deliver potential in uncertain conditions.Key moments in this episode:00:00 Investment Uncertainty in 202502:23 Pursuing Consistent Alpha in Volatile Markets04:02 The Role of Data and Technology04:26 Alternative Data in Action07:53 Systematic Investing and Technology12:44 Human and Machine Collaboration16:07 Considerations for Individual Investors18:47 Conclusion and Next Episode PreviewCheck out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q

Money Life with Chuck Jaffe
NY Life's Hermann: 'We have a lot of risk and almost none of that is priced in'

Money Life with Chuck Jaffe

Play Episode Listen Later Jun 18, 2025 54:38


Julia Hermann, global market strategist at New York Life Investments, says she is concerned about market volatility for the remainder of the year, especially as tariff impacts work their way further into the economy and as we see some resolution on their status. While tariffs pose the risk of creating an exogenous shock — precisely what Hermann worried about triggering a recession when she last visited the show in February — she says that recession risk now is actually lower than it was when trade policies were made public in early April. She also discusses the firm's 2025 MegaTrends report, which looks at global debt investing, talking about how deficit spending and other concerns will impact credit markets over the next decade.  Greg McBride, chief financial analyst at Bankrate.com, checks in ahead of today's Fed meeting and announcement on what he expects from central bankers for the remainder of the year and whether cuts — whenever they start — will have the classic result investors are clamoring for. Plus Todd Rosenbluth, head of research at VettaFi, makes a play on the market's recent momentum with his pick for the "ETF of the Week."

I podcast di Ersel
Weekly Advisory - 17 giugno 2025 - Occhi puntati sullo stretto di Hormuz

I podcast di Ersel

Play Episode Listen Later Jun 17, 2025 5:03


Il quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 17 giugno 2025. I principali temi: il mercato e le incertezze moderne, le complicazioni in Medio-Oriente, energia e lo stretto di Hormuz, inflazione, tassi di interesse e 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.

The Bid
223: Tariffs, Tech and Transition: Europe and Asia's Evolving Equity Landscape

The Bid

Play Episode Listen Later Jun 13, 2025 21:07


Following our last episode on U.S. equities with Carrie King, we're expanding the conversation globally to understand how these dynamics are playing out beyond American shores. European and Asian equity markets are navigating a complex mix of geopolitical shifts, technological disruption, and evolving investor sentiment.Helen Jewell, Chief Investment Officer for Fundamental Equities in EMEA, and Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock, will unpack how equity markets across Europe and Asia are responding to these changing dynamics, whether companies are absorbing the cost of tariffs or passing them on to consumers, and what resilience looks like for investors in markets shaped by volatility and transformation.Key moments in this episode:00:00 Introduction to Global Equity Markets Landscape02:00 Asian Market Dynamics and Tariff Strategies04:05 European Companies' Resilience and Stock Specifics06:53 Drivers of European Market Performance08:30 AI and Other Investment Opportunities in APAC11:08 Themes and Opportunities in European Equities13:08 Insights on UK Market and Investor Strategies19:42 Conclusion and Final ThoughtsCheck out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q

people | purpose | profit kurz #pHoch3, damit dein Unternehmen nachhaltig erfolgreich ist.
#123 - Disruption durch Demografie und KI: So machst du dein Unternehmen zukunftsfit

people | purpose | profit kurz #pHoch3, damit dein Unternehmen nachhaltig erfolgreich ist.

Play Episode Listen Later Jun 13, 2025 27:30 Transcription Available


Die Arbeitswelt ist im Wandel, wenn n icht gar in einer Krise. Ist dein Unternehmen für die Auswirkungen gut vorbereitet? Weniger Menschen auf dem Arbeitsmarkt, mehr Komplexität, steigende Erwartungen. Der Arbeitsmarkt verändert sich dramatisch. In dieser Soloepisode beleuchtet Dr. Claudia Hümpel die zwei Megatrends, die unsere Arbeitswelt massiv umkrempeln: der demografische Wandel und die technologische Transformation durch KI. 15 Millionen Fachkräfte weniger bis 2035 – was bedeutet das für dein Unternehmen?Warum Recruiting, Weiterbildung & Onboarding völlig neu gedacht werden müssenWie KI & Digitalisierung heute schon strategisch eingesetzt werden könnenWas dich der falsche Umgang mit Personal & Prozessen bald kosten wirdUnd: 5 konkrete Hebel, mit denen du deine Personalstrategie jetzt zukunftsfest machstReal Talk für Geschäftsführer:innen, HR-Profis und Entscheider, die verstanden haben: Die Spielregeln der Arbeitswelt ändern sich nicht irgendwann – sondern jetzt. Jetzt reinhören und Vorsprung sichern.______________________________________Wenn dir mein Podcast und diese Episode gefällt, hinterlass mir gerne eine Bewertung auf Spotify oder Apple Podcasts. Damit hilfst du, dass noch mehr Menschen den Weg zu einer menschenorientierten, zukunftsfähigen Arbeitswelt finden.Danke im Voraus für deine Unterstützung. ______________________________________Sind wir schon auf LinkedIn vernetzt? Hier geht es zu meinem Profil.Meine Website: https://claudiahuempel.com/Du hast Probleme, die passenden Mitarbeitenden zu finden oder zu halten?Buch dir dein 30-minütiges Recruiting-Sparring mit mir - gratis, aber nicht umsonst. _____________________________________Ich freue mich über Feedback, Fragen und Themenvorschläge von dir.Bitte per Mail an ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠pHoch3@claudiahuempel.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Du möchtest dein Unternehmen als großartigen Arbeitgeber im #pHoch3-Podcast vorstellen oder mit deiner Expertise mein Gast sein? Bewirb dich per Mail an ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠pHoch3@claudiahuempel.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Natixis Insights
4 megatrends that could impact investment returns

Natixis Insights

Play Episode Listen Later Jun 10, 2025 15:18


Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade.

Börse Stuttgart Podcast
Traderstammtisch: Diese Aktien halten wir – langfristig! Megarendite ohne Megatrend | Invest 2025

Börse Stuttgart Podcast

Play Episode Listen Later Jun 10, 2025 51:11


Was passiert, wenn Trader plötzlich Buy-and-Hold denken? Im neuen „Traderstammtisch“ diskutieren Tim Schäfer (Wall Street Korrespondent), Simon Betschinger (TraderFox) und Richard “Richy” Dittrich (Boerse Stuttgart Group) über langfristige Anlagestrategien, das Konzept von „Buy and Hold Extreme“ und ihre ganz persönlichen Aktienfavoriten. Im Zentrum stehen unter anderem Technologieführer wie Nvidia & Microsoft, aber auch klassische Dividenden- und Immobilienwerte wie Vonovia oder UnitedHealth.

I podcast di Ersel
Weekly Advisory - 9 giugno 2025 - Qualche avvisaglia da Hong Kong

I podcast di Ersel

Play Episode Listen Later Jun 9, 2025 5:48


Il quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 9 giugno 2025. I principali temi: il divorzio tra Trump e Musk, i mercati e la fase "riccioli d'oro", il mercato valutario sensibile e il dollaro di Hong Kong, il mercato obbligazionario altalenante e il mercato azionario che guarda il bicchiere mezzo pieno. 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.

Anker-Aktien Podcast
D-Wave Quantum Aktienanalyse 2025 // 1.290% in 2 Jahren - Potenzial oder Hype?

Anker-Aktien Podcast

Play Episode Listen Later Jun 6, 2025 24:06


D-Wave Quantum zählt zu den führenden börsennotierten Unternehmen, die auf den praktischen Einsatz von Quantencomputern spezialisiert sind. Innerhalb eines Jahres hat sich der Aktienkurs mehr als verdoppelt – ausgelöst durch technologische Fortschritte, neue Kunden aus Industrie und Forschung, rasant wachsende Umsätze sowie verstärkte mediale Aufmerksamkeit. Themen im Podcast:1. das Geschäftsmodell und die Abgrenzung zu Wettbewerbern wie IonQ, Rigetti Computing und Quantum Computing Inc.2. die Durchbrüche von Microsoft und Alphabet3. aktuelle Fundamentaldaten, Entwicklung der Umsätze und Bewertung im Branchenvergleich4. die charttechnische Verfassung nach einem dynamischen Anstieg5. die Frage, ob es sich um eine überfällige Neubewertung handelt – oder um einen spekulativen Hype Inhaltsverzeichnis00:00 Intro01:10 Langfristiger Chart: D-Wave Quantum 02:56 D-Wave Quantum vs. Defiance Quantum ETF (QTUM) vs. Technologie-ETF (XLK) vs. S&P 50003:24 D-Wave Quantum vs. IonQ vs. Quantum Computing vs. Alphabet vs. Rigetti Computing04:02 Unternehmens-Historie04:55 D-Wave Quantum: Cloud- und Quantencomputing06:44 Geschäftsbereiche & Anwendungen in der Wirtschaft07:17 Neue Technologie-Sprünge08:08 Unterschiede zwischen den Top Playern09:34 Burggraben10:24 Gartner: Hype-Cycle12:21 Megatrends & Markt-Prognose12:56 Inhaberschaft & CEO14:00 Umsatz- & Margen-Entwicklung14:44 Umsatz nach Segment & Region15:41 Gewinn, Cashflow & Dividenden-Entwicklung16:24 Bilanz-Überblick16:58 Kennzahlen-Überblick18:20 Unternehmensbewertung: D-Wave Quantum 19:05 Chartanalyse: D-Wave Quantum 20:13 Ist die D-Wave Quantum Aktie ein Kauf?21:09 Disclaimer24:02 Danke fürs Einschalten! Zusammenarbeit anfragenhttps://www.maximilian-gamperling.de/termin/ Social Media- Instagram: https://www.instagram.com/maximilian_gamperling/- LinkedIn: https://www.linkedin.com/in/gamperling/- Newsletter: https://www.maximilian-gamperling.de/newsletter- Podcast: https://akademie.maximilian-gamperling.de/podcasts/anker-aktien-podcast Meine Tools- Charts*: https://de.tradingview.com/?aff_id=117182- Aktienfinder: https://aktienfinder.net- Finchat.io*: https://finchat.io/?via=maximilian- TransparentShare: https://bit.ly/3laA6tK- SeekingAlpha*: https://www.sahg6dtr.com/QHJ7RM/R74QP/- Captrader*: https://www.financeads.net/tc.php?t=41972C46922130T DisclaimerAlle Informationen beruhen auf Quellen, die wir für glaubwürdig halten. Trotz sorgfältiger Bearbeitung können wir für die Richtigkeit der Angaben und Kurse keine Gewähr übernehmen. Alle enthaltenen Meinungen und Informationen dienen ausschließlich der Information und begründen kein Haftungsobligo. Regressinanspruchnahme, sowohl direkt, wie auch indirekt und Gewährleistung wird daher ausgeschlossen. Alle enthaltenen Meinungen und Informationen sollen nicht als Aufforderung verstanden werden, ein Geschäft oder eine Transaktion einzugehen. Auch stellen die vorgestellten Strategien keinesfalls einen Aufruf zur Nachbildung, auch nicht stillschweigend, dar. Vor jedem Geschäft bzw. vor jeder Transaktion sollte geprüft werden, ob sie im Hinblick auf die persönlichen und wirtschaftlichen Verhältnisse geeignet ist. Wir weisen ausdrücklich noch einmal darauf hin, dass der Handel mit Aktien, ETFs, Fonds, Optionen, Futures etc. mit grundsätzlichen Risiken verbunden ist und der Totalverlust des eingesetzten Kapitals nicht ausgeschlossen werden kann.Aussagen über zu erwartende Entwicklungen an Finanzmärkten, insbesondere Wertpapiermärkten und Warenterminbörsen, stellen NIEMALS EINE AUFFORDERUNG ZUM KAUF ODER VERKAUF VON FINANZINSTRUMENTEN dar, sondern dienen lediglich der allgemeinen Information. Dies ist selbst dann der Fall, wenn Beiträge bei wörtlicher Auslegung als Aufforderung zur Durchführung von Transaktionen im o.g. Sinne verstanden werden könnten. Jegliche Regressinanspruchnahme wird insoweit ausgeschlossen. *Affiliate-Link #DWaveQuantum #Aktien #Börse

The Bid
222: U.S. Equities: Getting Granular on Market Insights and Sector Trends

The Bid

Play Episode Listen Later May 30, 2025 21:10


After two years of full steam ahead for U.S. equity markets, 2025 has so far featured a number of speed bumps and even a few U-turns for some key areas of the market. With continued market volatility and a stock market correction, how should investors be thinking about the U.S. equity market as compared with the rest of the world?Carrie King, U.S. and Developed Markets Chief Investment Officer for BlackRock's Fundamental Equities group will discuss market volatility, rotations and the state of the U.S. equity market.Sources: Q2 Equities Outlook, BlackRock 2025Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68QKey moments in this episode:00:00 Introduction to Market Volatility and The Equity Landscape02:00 Recap of Previous Discussion and Market Trends03:48 Broadening of the Equity Markets04:27 US vs. Global Market Performance05:13 Drivers of Market Rotation and Volatility06:28 Fundamental Shifts in the Market09:15 European Market Outperformance12:11 US Exceptionalism and Future Outlook15:11 Health of US Corporations and Consumers18:14 Investor Sentiment and Future Outlook19:20 Conclusion and Investor Takeaways

Full Court Finance
2 Top Stocks to Buy to Ride Wall Street's Biggest Megatrend

Full Court Finance

Play Episode Listen Later May 30, 2025 14:56


Today's Full Court Finance at Zacks dives into two highly-ranked Zacks stocks—Quanta Services and AECOM—to buy and hold for long-term growth across infrastructure spending, AI data center expansion, the energy transition, onshoring, and beyond. (0:15) - The Ultimate Wall Street Megatrend Investors Can't Afford to Miss (4:20) - Top Stock Picks To Keep On Your Portfolio Watchlist (13:30) - Episode Roundup: Podcast@Zacks.com

Money Train - Der Aktienexpress
D-Wave die neue Nvidia? Söllner verrät neuen Geheimtipp!

Money Train - Der Aktienexpress

Play Episode Listen Later May 28, 2025 48:58


Im neuen Money-Train-Podcast sprechen wir mit Florian Söllner, Autor des Hot Stock Report, über zwei Megatrends mit Sprengkraft: Quantencomputer und Robotik. Söllner schildert, warum er früh auf D-Wave setzte – mit einem Kursplus von über 1.500 Prozent. Er erklärt, wie Konzerne wie Nvidia, IBM und IonQ Milliarden in die nächste Tech-Revolution stecken. Doch wer erringt den „Quantenvorteil“? Und hält die Robotik-Welle, was Elon Musk und andere Visionäre versprechen – etwa mit menschenähnlichen Maschinen, die bald in Fabriken, Haushalten und Pflegeheimen arbeiten? Neben fundierten Technik-Einschätzungen liefert der Podcast auch einen konkreten Aktientipp. Auf den ersten Blick wirkt der Geheimtipp unscheinbar – bei genauerem Hinsehen zeigt es enormes Potenzial. Viel Spaß beim Reinhören! Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

SGT Report's The Propaganda Antidote
A NOW UNDENIABLE MEGATREND -- Guy Gotslak

SGT Report's The Propaganda Antidote

Play Episode Listen Later May 27, 2025 33:08


Protect Your Retirement W/ a PHYSICAL Gold IRA https://www.sgtreportgold.com/ CALL( 877) 646-5347 - Noble Gold is Who I Trust When Guy Gotslak was on this show in March Bitcoin was $84,000. When Guy was on in April Bitcoin was $94,000. And today Bitcoin sits at $109,500. I'm not sure how to get through to you guys but the fact is that Bitcoin is now a TIER ONE global asset, it's U.S. big bank approved and it's here to stay. Get on board or stay poor, the choice is yours. Get in on the action, and preserve your purchasing power. https://www.mydigitalmoney.com/   https://rumble.com/embed/v6rq853/?pub=2peuz

The SOIC Podcast
Will CDMO be the next Megatrend??

The SOIC Podcast

Play Episode Listen Later May 25, 2025 40:34


This episode dives into the Q4 FY24 performance of India's leading CDMO businesses. We discuss how contract manufacturing is becoming a strong growth engine for pharma, the reasons behind sharp earnings jumps in some cases, and the risks investors should be aware of. A quick guide to valuations and what lies ahead.✅ What You'll Learn:

The Bid
221: A Stock Picker's Guide To Volatility: Global Equity Market Opportunities Across A Shifting Landscape

The Bid

Play Episode Listen Later May 23, 2025 20:35


It's been quite a ride for equity markets this year. Uncertainty and volatility hit a fever pitch in the weeks following President Trump's sweeping tariff announcement in April as investors feared the potential for rising inflation, slow economic growth, and US assets, losing their aura of dominance. Tony DeSpirito, global CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective where he sees opportunities amidst the volatility and what history tells us to expect as we look ahead to the rest of the year.Sources: Equity Market Outlook Q2 2025, BlackRock; BlackRock Fundamental Equities, with data from Morningstar & Bloomberg as of April 30, 2025;Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68QKey moments in this episode:00:00 Stock Market Turmoil and Recovery01:22 Tony DeSpirito Gives His Q2 Outlook04:15 Historical Equity Markets Volatility06:53 Where Equity Opportunities in Volatile Markets Lie12:55 Global Market Comparisons17:34 Final Thoughts and Investor Considerations

The Bid
220: Discovering India's Economic Boom: Demographic Dividends and A Digital Revolution

The Bid

Play Episode Listen Later May 16, 2025 16:25


Investment opportunities in India have been gaining significant attention, driven by the country's robust economic growth and favorable demographic trends. But what are the key factors that make India an attractive destination for long-term investment opportunities, and how can they navigate the complexities of this dynamic market? Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist for the BlackRock Investment Institute, will help explore the investment landscape in India, the opportunities in public markets, and the long-term growth potential driven by the country's economic growth and demographic strengths. We'll also delve into the implications of India's rapid digitization and resilience in a fragmented geopolitical landscape and discuss the challenges investors should consider in this evolving market. Key moments in this episode:00:00 Introduction to Investment Opportunities in India00:53 Exploring India's Economic and Demographic Strengths02:41 The Impact of Digitization and Geopolitical Dynamics03:26 Demographics and Economic Growth05:03 Stock Market vs. Economic Growth08:32 Fixed Income Markets and Central Bank Policies10:26 Geopolitical Risks and Tariffs12:47 Investment Risks and Opportunities in Indian Equities15:27 Conclusion and Final ThoughtsCheck out our previous episode on India from last year here: https://open.spotify.com/episode/5lsbTpWYFSxgJkz75VA2rB?si=di74nyAmTISczr6uR_q5tASources: “Tapping Into India's Transformation” Investment Perspectives, BlackRock Investment Institute, 2025

PULSE
Shifting populations & shifting priorities, Part 2 with demographer legend Bernard Salt AM

PULSE

Play Episode Listen Later May 15, 2025 73:18


On the show today is part 2 of George and Louise's talk with Bernard Salt AM, Founder of The Demographics Group. They have a conversation on shifting populations, shifting priorities and what that means for the health sector. Australia's election delivers a result no pundits foresaw.The FDA is mandating the use of AI for their scientific reviews. What could this mean for stakeholders?Friend of Pulse Rachael Dunscombe suggests healthcare's complexity means that for AI governance to be successful we need to adopt principles espoused by cybernetics guru Stafford Beer in the 1950s.UK Q1 VC funding report stats are in and the results are not what you'd expect.George & Louise give a run-through of the 6 Megatrends impacting the health sector, according to a new report by NSW Health and CSIRO.Connect with Bernard on LinkedIn | Instagram | The Demographics GroupResources:What is Digital Health? Whitepaper by David Rowlands LinkHealth Megatrends Report, NSW Health & CSIRO LinkCall for Disclosure when using AI for patient comms LinkVisit Pulse+IT.news to subscribe to breaking digital news, weekly newsletters and a rich treasure trove of archival material. People in the know, get their news from Pulse+IT – Your leading voice in digital health news.Follow us on LinkedIn Louise | George | Pulse+ITFollow us on BlueSky Louise | George | Pulse+ITSend us your questions pulsepod@pulseit.newsProduction by Octopod Productions | Ivan Juric

The Bid
219: From Savings to Prosperity: The Global Impact of Capital Markets

The Bid

Play Episode Listen Later May 9, 2025 19:26


Capital markets are a powerful force in the global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how will they contribute to long-term global economic development?Samara Cohen, chief Investment Officer of ETF and Index Investments at BlackRock joins host Oscar Pulido to explore the key differences in capital market growth strategies between mature and emerging markets, how capital markets help in mobilizing investment, and the role of regulatory frameworks and market innovation in ensuring their effective functioning.Sources: “The Virtuous Cycle: The Global Potential Of Capital Markets” BlackRock, 2025This 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 capital markets, global economy, economics, bond markets, retirementSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Money Show
Daybreak foods in crisis & global mega trends shaping investments

The Money Show

Play Episode Listen Later May 8, 2025 79:03


Stephen Grootes speaks to Sabelo Skiti, Investigative journalist with Sunday Times about the unfolding humanitarian crisis at Daybreak Foods, where unpaid workers and starving chickens are facing unimaginable hardships amidst the company's financial collapse. In other interviews, we reflected on the new Pope's announcement with Father Russel Pollitt and Lawrence Ndlovu. Hlelo Giyose, Chief Investment Officer and Principle at First Avenue Investment Management & Patrick Mathidi, Multi Asset Strategies at Aluwani Capital Partners unpack the rise of global mega trends. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

The Best of the Money Show
The rise of global mega trends - where the smart money is going | Investment School. Brought to you by CFI, An Authorized FSP.

The Best of the Money Show

Play Episode Listen Later May 8, 2025 16:38


Stephen Grootes speaks to Hlelo Giyose, Chief Investment Officer And Principal at First Avenue Investment Management & Patrick Mathidi, Multi Asset Strategies at Aluwani Capital Partners about savvy investment strategies, seeking insights on where smart money is flowing and how to navigate the current market landscape. For more insight and updates on the everchanging world of investing, make sure you tune in to Investment School, brought to you by CFI, every Thursday on The Money Show with Stephen Grootes (6pm-8pm). The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

The Bid
218: Geopolitical Shifts, Trade Dynamics and President Trump's First 100 Days in Office [April 29th]

The Bid

Play Episode Listen Later Apr 29, 2025 24:31


The geopolitical landscape in 2025 has seen significant shifts and developments. President Trump's second term has ushered in a new era of international relations, characterized by bold policy changes and strategic maneuvers. The implementation of new tariffs has reshaped global trade dynamics, raising concerns about broader economic implications. As we navigate these complex geopolitical changes, investors are asking how these developments will impact international trade, economic relations, and market stability.Catherine Kress, Head of Geopolitical Research and Strategy at BlackRock, provides an update on the current status of tariffs globally, we'll discuss the key developments investors should be watching, and how they might impact international trade and economic relations. We'll also examine geopolitics in President Trump's first 100 days in office, other major stories on the horizon and how they could evolve in ways that impact investors.This episode was recorded on April 28th and published on April 29th.

The RV Park Mastery Podcast
Megatrend Power

The RV Park Mastery Podcast

Play Episode Listen Later Apr 29, 2025 11:17


In 1982 John Naisbitt published "Megatrends" which referred to forces so strong in the economy that you could not prosper unless you were aligned with them. There are a huge number of "megatrends" at work in the U.S. economy today and in this RV Park Mastery podcast we're going to review each one and how it relates to this sector.

megatrends john naisbitt
Leben Lieben Lassen- Inspirationen zu Persönlichkeit, Beziehung und Selbstliebe
Longevity ist Liebe zum Leben – Nina Ruge über die Kunst, gesund älter zu werden, Teil 1 (Folge 293)

Leben Lieben Lassen- Inspirationen zu Persönlichkeit, Beziehung und Selbstliebe

Play Episode Listen Later Apr 26, 2025 40:43


Das Leben lieben, mit uns selbst und anderen verbunden zu sein, uns selbst zu spüren und emotional zu wachsen, das ist der rote Faden, der sich durch alle Folgen des Leben Lieben Lassen Podcast zieht, mit vielen Inspirationen und Tools. Und natürlich die Frage von Selbstwirksamkeit, was kann ich selbst dazu beitragen, dass ich erfüllte Beziehungen leben kann und ein für mich stimmiges Leben gestalten kann – das liegt mir besonders am Herzen. Was oft dabei vernachlässigt wird, ist die körperliche Dimension des Ganzen. Unser körperliches Befinden, unsere Gesundheit und unsere Alterungsprozesse haben einen wesentlichen Einfluss darauf, wie wir leben, lieben und die Welt wahrnehmen, wieviel Power wir haben. Denn unser Körper ist das Haus, in dem wir wohnen. Mentale und körperliche Gesundheit gehen Hand in Hand. Und deshalb interessiere ich mich schon sehr lange nicht nur für Gesundheitsthemen im allgemeinen, sondern auch für das Thema healthy Longevity, gesunde Langlebigkeit. Warum das viel mehr ist, als einfach nur ein neuer Megatrend mit Smoothies und Fitness-Apps, darüber spreche ich in dieser Folge mit der Wissenschaftsjournalistin Nina Ruge, die kennen viele von Euch sicher noch aus ihren langen Jahren beim ZDF. Die studierte Biologin hat sich dem Thema gesunde Langlebigkeit mit Haut und Haaren verschrieben, als Autorin und Speakerin und als Podcasterin. In ihrem STAYOUNG Podcast spricht sie mit renommierten Experten, mit Ärzten, Wissenschaftlern und Forschern über die neusten Erkenntnisse in Sachen „wie können wir gesunde Jahre dazugewinnen!“. Lass Dich inspirieren – für ein langes, gesundes und erfülltes Leben!“#longevity #gesundheit #ninarugeWERBUNGAlle Infos, Partner und Rabatte findest Du hier: https://linktr.ee/leben.lieben.lassen.podcastLINKS AUS DIESER FOLGE:Nina Ruges Podcast „StaYoung“ Ninas Buch: „Ab morgen jünger“ Sheila de Liz „Woman on fire“ Podcast Folge „Fit, gesund und voller Energie“ mit Dr. Simone Koch geführte Meditationen von Leben-Lieben-Lassen Playlist (Spotify)CLAUDIA, LINKS UND RESSOURCENWeitere Inspiration auf Instagram: https://www.instagram.com/leben_lieben_lassen_podcast/Webseite & Beratung: https://leben-lieben-lassen.de/Alle Infos zu mir und meinen Angeboten: https://linktr.ee/Leben_Lieben_LassenLeben Lieben Lassen-Podcast in deiner App hören: https://pod.link/1102340111 Hosted on Acast. See acast.com/privacy for more information.

The Bid
217: How Does This Cycle of Tariff Market Volatility Compare to Historical Periods of Market Uncertainty? [April 23rd]

The Bid

Play Episode Listen Later Apr 23, 2025 18:41


Global markets have been experiencing extraordinary volatility in response to the U.S. tariff pause announced on April 9th, a reflection of the uncertainty surrounding the economic and policy outlook. But similar to other unprecedented market moments in history, the investment strategies that work today may not apply tomorrow. So how can investors adapt their investment approach, when the familiar economic rulebook is thrown out? Rich Mathieson, a senior portfolio manager within the Systematic Active Equities team, a quantitative investment group at BlackRock will take us through some of the pivotal moments in history where uncertainty was a catalyst for transformation in the insights and strategies used by investors. He'll share how that's playing out in markets today, including how he is using data and techniques that can help investors cut through the headline noise. This episode was recorded on April 22nd and published April 23rd.Key moments in this episode:00:00 Introduction to Market Volatility and Impact of Tariff Policies02:41 Unique Features of Current Market06:29 Artificial Intelligence in Investing08:14 Analyzing Trade Tensions11:05 Current Market Environment13:51 Investment Opportunities15:43 Portfolio Construction Insights17:20 Conclusion and Next Episode PreviewSources: “Stocks Advance as Nvidia Closes at All-Time High: Markets Wrap”, Bloomberg January 2025; “Investors haven't been this bearish in 30 years” Blooomberg, April 2025; “Is This The Brink Of The Recession We Have Yet To Have?” Bloomberg, April 2025; BlackRock Systematic, as of April 22, 2025. Comment references momentum and crowding signals; Bloomberg data for MSCI World Index performance, referencing performance during the month of April 2025; “As tariffs roil the markets, here's why some sectors are faring worse than others”, CBC News April 2025; “The Magnificent 7's lousy year, by the numbers”, CNBC, April 2025; Bloomberg, performance of S&P 500 Index for 2023 and 2024

The Bid
216: The 90-Day U.S. Tariff Pause - How Should Investors Respond Right Now? [April 15th]

The Bid

Play Episode Listen Later Apr 15, 2025 19:57


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 Bid
215: Navigating Market Volatility and Tariff Policy: Positioning Portfolios Amid Uncertainty

The Bid

Play Episode Listen Later Apr 9, 2025 20:42


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.

TD Ameritrade Network
New Lazard ETFs: Megatrends, Japanese Equity, and Next Gen Tech

TD Ameritrade Network

Play Episode Listen Later Apr 8, 2025 9:34


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

The Patti Brennan Show
Ep. 174 AI & Investing with Chief Market Strategist Lauren Goodwin

The Patti Brennan Show

Play Episode Listen Later Apr 4, 2025 39:11


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. 

Mobile Home Park Mastery
The New Megatrends

Mobile Home Park Mastery

Play Episode Listen Later Mar 17, 2025 13:31


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.

The Joseph Mattera Show
Decoding Mega Trends: How They Shape the Church and Culture

The Joseph Mattera Show

Play Episode Listen Later Mar 10, 2025 68:58


Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse
Bitcoin Strategic Reserve Is Here + 3 Mega Trends That Will Define DeFi's Future

Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse

Play Episode Listen Later Mar 7, 2025 44:39


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. ~~~~~

Plus
Peníze a vliv Jany Klímové: Vohánka: Dekarbonizace je megatrend, který se nezastaví

Plus

Play Episode Listen Later Mar 4, 2025 25:59


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.

The Bid
Thematic Investing: Finding Tomorrow's Themes Today

The Bid

Play Episode Listen Later Feb 21, 2025 16:23


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.

The Georgetown Public Policy Review Podcast
Aging as a Global Megatrend: A Conversation with Dr. Vijeth Iyengar

The Georgetown Public Policy Review Podcast

Play Episode Listen Later Feb 13, 2025 35:10


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.

The Bid
The Economic Impact of Tariffs

The Bid

Play Episode Listen Later Feb 7, 2025 21:36


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.

Equity Mates Investing Podcast
Expert: Elisa Di Marco - 3 trends that will define the next decade

Equity Mates Investing Podcast

Play Episode Listen Later Feb 6, 2025 41:43


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.

The People Purpose Podcast
2025 MEGATrend #3: What is Productivity in 2025?

The People Purpose Podcast

Play Episode Listen Later Jan 27, 2025 31:22


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.

The Bid
A Macro and Geopolitical Outlook – Live from Davos

The Bid

Play Episode Listen Later Jan 24, 2025 24:52


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.

The Bid
Rebuilding The US Physical Economy

The Bid

Play Episode Listen Later Jan 17, 2025 19:01


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 Bid
A Stock Picker's Guide to 2025

The Bid

Play Episode Listen Later Jan 10, 2025 22:12


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.

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
Replay - Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

Play Episode Listen Later Dec 30, 2024 51:59


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!