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Latest podcast episodes about msci

Business Pants
Blame game: Tesla's EU sales plunge, Pepsi climate rollback, Ball CFO leaves, Meta's renewable buy

Business Pants

Play Episode Listen Later May 27, 2025 57:31


DAMIONLet's start with a softball: Tesla's Europe sales plunge 49% on brand damage, rising competition. Who Do You Blame?ElonLiberals Who Hate ElonTrump 2.0The Tesla board (I'm looking at you Robyn and Kimbal)Apathetic Tesla investorsNobody. Share price is king. MMISS backs Dynavax directors in board fight with Deep Track CapitalDeep Track Capital, which is Dynavax's second largest shareholder with a nearly 15% stake, is pushing on with a proxy fight and wants new directors to prioritize development of the company's hepatitis B vaccine instead of pursuing new acquisitions."Vote for all four management nominees," ISS wrote in a note to clients that was seen by Reuters. "The dissident has failed to present a compelling case that change is necessary at this meeting."Despit that "There has been a stall in momentum" and that "the market has in no way rebuked the company's strategy" even though Dynavax's stock price has fallen 18% over the last 12 months.Who Do you Blame?ISS, for an inability to articulate big ideas with data.Dynavax's current board knowledge profile: while pretty balance overall with science-y stuff like Medicine and Dentistry (14%); Biology (15%) along with a reasonable amount og Economics and Acounting (12%), the board notably lacks Sales and Marketing (0%).Deep Track Capital nominee probably fits that bill: an experienced drug development and commercialization professional most as interim CEO/COO at Lykos Therapeutics, including overseeing the commercialization of Moderna's COVID-19 vaccine and marketing and sales at Sanofi PasteurISS, again, for ignoring the presence of 15-year director and Nominating Committee chair Daniel Kisner. Why is this guy allowed to maintain dominance over the selection of new directors?Especially consider the presence of fellow long-tenured director Francis Cano on the committee who is 80 and has served for 16 yearsCano had 29% votes against in 2018, but then only 4% in 2021 and 8% in 2024 The board's atrocious lack of annual elections. While the company celebrities the appointments of two new directors in early 2025, one of them, Emilio Emini, will not be up for shareholder review until the 2027 AGMCan I blame DeepTrack (14%), BlackRock (17%), Vanguard (7%), and State Street (6%) = 44%PepsiCo Is Pushing Back its Climate Goals. The Company Wants to Talk About ItPepsiCo said Thursday it pushed back by a decade its goal to achieve net-zero emissions from 2040 to 2050, as well as a handful of delays on plastic packaging goals, to name a few of the shiftsJim Andrew, chief sustainability officer, said PepsiCo's ability to make progress at the rate it would like to “is very very dependent on the systems around us changing.” He added the “world was a very different place” when it was working on these goals in 2020 amid a completely different political and regulatory landscape.Who Do You Blame?Pepsi's very large board of 15 directorsmost governance experts and research converge around an ideal range of 7 to 11 directors. Which really means 9?Beyond 11, boards often suffer from slower decision-making and diluted accountability.Pepsi's completely protected class of directorsAccording to MSCI data: no current director has received more than 9% votes against since the 2015 AGM. Average support is over 97%Despite hitting .400 overall (peers hit .581): .396 carbon (vs. 473) and .180 on controversies (vs. 774)The fact that the company is named Pepsico and not Pepsi which is kinda irritatingPepsi's Gender Influence Gap of -11%In fact, of the top 7 most influential directors, 6 are men with 68% aggregate influenceThe woman is Dina Dublon (11%), the former CFO at JPMorgan Chase, who has been on the board for two decades. I guess her experience as a director on the Westchester Land Trust is not enough to sway the gentlemen.The Land Trust is chaired by Wyndham Hotels director Bruce Churchill, whose experience at DirectTV must really be crucial in the protection of the natural resources of Westchester CountyWhat Makes a Great Board Director? It's Hard to Define, but It Has Rarely Been More Crucial. Who Do you Blame?The WSJ for still failing to define it appropriately despite being the effing WSJ!Proxy advisory firms, for not having the data that could better inform shareholdersThe SEC/listing exchanges for not requiring data that could better inform shareholdersEvery person in the world who does not use Free Float Analytics data2025 U.S. Proxy Season: Midseason Review Finds Sharp Drop in Shareholder Resolutions on BallotTrump 2.0Darren Woods and ExxonThe anti-ESG shareholder proponents for depressing us with their political theaterApathetic investorsMATTBall CFO to depart after less than 2 years in roleHoward Yu: The departure is not related to any disagreement with the Company on any matter relating to its accounting practices, financial statements, internal controls, or operations.Because everyone leaves in less than 2 years when they're happy? Who do we blame!:Ball's Audit Committee - only 29% of company influence, but maybe they're too busy to pay attention to the CFO at all? We know audit committee roles are hugely time consuming, so Cathy Ross (ex CFO FedEx) on two audit public audit committees, John Bryant (ex CEO of Kellogg) on FOUR audit committees, Michael Cave (ex Boeing exec from 787 Max days) on just Ball audit, and Todd Penegor (current CEO of Papa Johns) on THREE boards AND an acting CEOBall's Nominating Committee - 48% of company influence, maybe they suck at their jobs? Stuart Taylor, who's been on the board since 1999, Dune Ives, Aaron Erter, and… Cathy Ross and John Bryant, also on the audit committeeHoward Yu, who departed unrelated to “any disagreement with the Company” on anything he actually did thereCEOCathy Ross and John Bryant93% of U.S. Executives Desire Board Member ReplacementsOld people: There are 14,440 non executive directors in the US on boards with an average age of 63 years old and 2,569 executive directors with an average age of 58.298 companies in the US have at least ONE director over the age of 80. Directors over the age of 80 have on average 9% influence on the board and on average 19 years of tenure - old and no one actually listens to them.Two US directors - Tommy Thomson (82 years young) and John Harrington (87 years young) are on THREE boards eachMeyer Luskin is 100 years old on the OSI Systems board - he is UCLA class of 1949 and has 6% influence after 35 years on the boardMilton Cooper is 95 years old on TWO boards - Getty Realty and Kimco Realty, where he has 53 and 34 years of tenureImagine being a 58 year old CEO and chair of your board and showing up to have to listen to John Harrington and Meyer LuskinOutlandishly outsized influencersOf 24,000 US directors, 591 have more than 50% influence on their boards. Those boards average 7 other people - is there a point to those 7? Connected directors hating on unconnected directorsThere are 575 directors on boards who are connected to 50% or more of the board… A fun example - at Target, 92% of the directors are connected through other boards or trade associations - that's 11 out of 12 directors. Do you think the board just hates Dave Abney for having no obvious connections to them?Shrill womenThere are 7,450 female directorships on US public boards596 have advanced degrees from elite schools80 of them are non executives at widely held corporations with no ties to the company or family with zero known connections to the existing board membersDon't the other directors just wish they weren't there being smart asses?Meta Buys 650 MW of Renewable Energy to Power U.S. Data CentersAES, the woke Virginia based energy company with 5 women and 6 men on the board where 63% of the board has advanced degrees and four of the board members aren't even AmericanArkansas, the woke state that allowed solar energy to get built thereMeta AI, because AI can't even discriminate against renewable energy because it's so wokeMark Zuckerberg, the dual class dropout dictatorMark Zuckerberg, the government ass kisser, MAGA convert, and attendee at the oil state Qatari meetup with Trump who set up this purchase, like, BEFORE the world hated woke, so it's not his fault because he's REALLY super into oil and stuff

Digital Finance Analytics (DFA) Blog
OK, So Now Where Do Markets Go Next?

Digital Finance Analytics (DFA) Blog

Play Episode Listen Later May 17, 2025 21:04


This is our weekly market update, where we start in the US, cross to Europe and Asia, and end in Australia, covering crypto and commodities along the way. Superficially since the start of the year, global stocks, as measured by the MSCI index are up a healthy 4.67% while the European STOXX 600 is up … Continue reading "OK, So Now Where Do Markets Go Next?"

華爾街見聞
2025.05.15【AI含金量最高的ETF 它狂飆35.8%! 00894. 0052. 00929. 00919】台股怪談 謝晨彥分析師

華爾街見聞

Play Episode Listen Later May 15, 2025 10:53


【謝晨彥分析師Line官方帳號】 https://lin.ee/cdWWQ9a 2025.05.15【AI含金量最高的ETF 它狂飆35.8%! 00894. 0052. 00929. 00919】台股怪談 謝晨彥分析師 ☆ MSCI降台股權重 ! 外資為何持續加碼? ☆ 重新擁抱輝達AI! #台積電 、 #鴻海 都受惠! ☆ 卡位 #黃仁勳 旋風? #00919 、 #00894 AI佔比高! 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID:@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #台股怪談 #大賺 -- Hosting provided by SoundOn

華爾街見聞
2025.05.15【拉回就是買! 我今天進場 買了這些股!】台股怪談 謝晨彥分析師

華爾街見聞

Play Episode Listen Later May 15, 2025 8:04


【謝晨彥分析師Line官方帳號】 https://lin.ee/cdWWQ9a 2025.05.15【拉回就是買! 我今天進場 買了這些股!】台股怪談 謝晨彥分析師 ☆ MSCI降台股權重 ! 外資為何持續加碼? ☆ 重新擁抱輝達AI! #台積電 、 #鴻海 都受惠! ☆ 卡位 #黃仁勳 旋風? #00919 、 #00894 AI佔比高! 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID:@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #台股怪談 #大賺 -- Hosting provided by SoundOn

Deep Breaths: Updates from CHEST
Targeting IL-5 in Severe Asthma: The Role of Biologic Therapies

Deep Breaths: Updates from CHEST

Play Episode Listen Later May 12, 2025


Host: Diego Maselli, MD Guest: Monica Kraft, MD, FCCP Guest: Anju T Peters, MD, MSCI, FAAAAI IL-5 is a key driver of Type 2 inflammation in patients with severe asthma, promoting downstream effects like mucus plugging and epithelial barrier dysfunction. Given these impacts, targeted therapy with biologics can play a role in severe asthma management. Join Drs. Diego Maselli, Anju Peters, and Monica Kraft as they explore the impacts of IL-5 and share perspectives on patient selection and shared decision-making for targeted therapies. Dr. Maselli is a Professor of Medicine at the Long School of Medicine at UT Health in San Antonio. Dr. Peters is a Professor of Medicine and Associate Chief of Clinical Research and Practice Innovation at Northwestern Medicine in Chicago. Dr. Kraft is a System Chair of the Samuel Bronfman Department of Medicine and a Professor of Medicine at the Icahn School of Medicine at Mount Sinai Health Systems in New York. This episode of Deep Breaths: Updates from CHEST was supported by a non-promotional, non-CME educational program brought to you by CHEST in collaboration with and sponsored by GSK.

Cierre de mercados
Cierre de Mercados: 09/05/2025

Cierre de mercados

Play Episode Listen Later May 9, 2025 53:59


Trump sugiere que los aranceles a importaciones chinas podrían caer al 80%. Va tomando posiciones de cara a las negociaciones de este fin de semana en Suiza. Otro gesto que agradecen los activos de riesgo. Las bolsas mundiales, tomando como referencia índice MSCI, ronda máximos de seis semanas. A nivel particular, el Dax alemán está en precios nunca vistos. Las esperanzas con China y el acuerdo con Reino Unido han alimentado esta semana un cauto optimismo sobre el progreso en las negociaciones arancelarias con otros países. Eso, pese a que los estrategas consideran el acuerdo con Londres más estilo que sustancia. En bonos, suben los rendimientos. En divisas, el euro toca mínimos de un mes contra el dólar. En Bolsa española, y dentro del Ibex 35, las Acciona, Solaria e IAG lideran las subidas del selectivo. Al frente de los recortes están Logista, Cellnex y Unicaja. Muchos de esos movimientos, justificados por resultados y previsiones. Esta hora hacemos balance de la semana con Antonio Castelo, de Ibroker.

Cierre de mercados
Cierre de Mercados: 02/05/2025

Cierre de mercados

Play Episode Listen Later May 2, 2025 53:57


Las acciones mundiales suben el viernes y los bonos caen. El optimismo sobre un alivio de la tensión comercial entre Estados Unidos y China y unos datos de empleo estadounidenses mejores de lo esperado alivian parte de la ansiedad por los aranceles estadounidenses. El índice de acciones mundiales de MSCI ganaba un 0,6%, a niveles alcanzados por última vez antes de su fuerte declive a principios de abril, cuando el presidente estadounidense Donald Trump develó sus aranceles del "Día de la Liberación". Las acciones europeas ganan un 1,6%, en una jornada en la que el DAX alemán sumaba un 2,4% y el FTSE 100 británico , un 1%. El dólar también reduce algunas de sus recientes pérdidas tras el informe de empleo, pero sigue con pérdidas en la sesión. Los precios del crudo perdían casi medio dólar después de que Reuters informase de que funcionarios saudíes están informando a sus aliados de que el país no está dispuesto a reforzar los mercados con nuevos recortes de la oferta y que podría soportar un periodo prolongado de precios bajos. Analizamos el mercado con Javier Cabrera. Y, como todos los viernes, repaso técnico a valores Ibex con Gerardo Ortega, de Trive.

Business Pants
Blame game: Amazon's tariffs, ChatGPT's personality, Starbucks' union negotiation, Novavax's new board member

Business Pants

Play Episode Listen Later Apr 29, 2025 45:07


DAMION1White House blasts Amazon over tariff cost report: ‘Hostile and political act'The White House on Tuesday slammed Amazon for reportedly planning to display the cost of President Donald Trump's tariffs next to the total price of products on its site.“This is hostile and political act by Amazon,” White House press secretary Karoline Leavitt told reporters. “Why didn't Amazon do this when the Biden administration hiked inflation to the highest level in 40 years?” Leavitt asked.The Trump administration's aggressive swipe came in response to a report that Amazon will soon show consumers how much of an item's cost comes from tariffs. The amount added as a result of tariffs will be displayed right next to each product's total listed price, a person familiar with the plan told the news outlet.WHO DO YOU BLAME?CEO Andrew Jassy.He's the “boss.”Maybe he feels emasculated?Lowest overall batting average (.308)only 6% influence compared to his boss, Jeff Bezos (67%)Not paid like traditional CEOs (relying instead on his $275M in unvested equity) and the $38M that vested last year; so when he's hanging out withHis buddies like Target CEO Brian Cornell ($20M) eBay CEO Jamie Iannone ($22M) have the total summary compensation bragging rights. Not to mention the sad, unmanly CEO Pay Ratio which is listed as 43:1 for Jassy and 753:1 for the DEI-hating Cornell Jeffrey Preston Bezos (67%)I mean he's the actual boss, right?Executive Chair, founder, former CEO, superstar.Hangs out with people like Katy Perry, has a newspaper, sends penis rockets to nowhere, has pretend funds named after himself like the Bezos Earth Fund and the Bezos Day One FundBoard member and former Pepsi CEO Indra NooyiOr maybe this is a DEI problem? Amazon's Audit Committee is tasked with stuff like operational risks, and legal and regulatory matters. Indra chairs this committeeIndra is also involved with very woke-y/DEI-y:stuff like science (Trustee of Memorial Sloan Kettering Cancer Center)Stuff like math (Member of the Dean's Advisory Council at MIT's School of Engineering)Stuff like art (Trustee of the National Gallery of Art)And stuff like giving a shit about people, stakeholder-y capitalism stuff (Director of Partnership for Public Service, whose mission is to inspire a new generation of civil servants and to transform the way government works)Former President Joe BidenAmazon later clarified that the plan to show tariff surcharges was “never approved” and is “not going to happen.” Trump personally called Bezos on Tuesday morning to express his displeasure about the initial report that spurred the heated response from the White House.Trump world's Laura Loomer takes aim at a 'woke' Lockheed Martin and its $2 trillion F-35 programLaura Loomer, the far-right activist who has a direct line to President Donald Trump, criticized Lockheed Martin's F-35 program over the weekend, decrying the US defense giant as "woke" and lashing out against the expensive stealth aircraft.In a lengthy post on X, Loomer suggested Lockheed Martin is delivering F-35 Lightning II Joint Strike Fighters that "are simply not ready for combat.""The F-35 program, one of the most expensive weapons programs in history, is plagued by delays, defects, & downright incompetence," she wrote Saturday. She said the US Air Force is accepting jets that lack "functional" radar systems, without offering evidence.She also claimed that Lockheed is "increasingly obsessed with pushing a woke agenda." Like many other US defense contractors, Lockheed scrapped its diversity, equity, and inclusion programs in January after Trump returned to the White House.The $2 trillion F-35 program is an appealing target for activists and officials seeking to slash government spending, and it has a well-documented list of problems. The Pentagon's top weapons tester said earlier this year that the program had problems delivering functional software and had fallen behind schedule to test upgraded mission systems.WHO DO YOU BLAME?The 2025 Proxy Statement that mentions “diversity” five times!Of course all five of those instances were in the anti-woke/anti-DEI shareholder proposal introduced by the Bahnsen Family Trust.Not sure how this even made the proxy after Lockheed's anti-DEI move in January: “As we publicly stated following the issuance of President Trump's January 2025 Executive Order on DEI, we will not have goals or incentives based on demographic representation or Affirmative Action Plans. We are actively reviewing our workforce-related policies to ensure they are, and remain, compliant and aligned with the Executive Order and all related applicable legal precedent.”The three-headed white guy leadership group (53% influence)CEO/Chair James Taiclet (25%): $24M in payLead Independent Director and Nominating Committee chair Thomas J. Falk (13%)“Independent” since 2010David Burritt (15%)Longest-tenured director (2008-)Busy beaver: two committees (Audit and Pay); CEO of US. SteelSince this is a woke/DEI issue: the black guy:Nevermind, there are no black people on this boardA woman? It would have to be Debra Reed-Klages (17%)While she has no leadership roles she does sit on the board of Caterpillar, which also removed its DEI policies. What, what?Investors. They should have been holding Lockheed accountable, right?According to MSCI data, average support since 2015 is 95%; no director has even received less than 92% since 2017Say on Pay support is routinely over 90%Starbucks union rejects company's recent offer of at least 2% annual pay raiseStarbucks union delegates involved in contract bargaining voted to reject the coffee chain's latest proposal that guaranteed annual raises of at least 2%, Workers United said. Out of the 490 baristas representing the company's more than 550 unionized U.S. stores, 81% rejected the proposal, which did not offer any changes to economic benefits such as healthcare or any immediate pay hike.WHO DO YOU BLAME?The union, for being greedy.The company pays its baristas about $19 an hour on average currently. That's $39,520 before taxes. A 2% raise would result in an increase of $790.40!InvestorsAverage director support of 96% over past 2 yearsEven 86% support for new CEO Brian Niccol's $96M, including $5M in funny munny cashAnd a devilishly perverse CEO pay ratio of 6,666 to 1.Not to mention Use of Starbucks aircraft for travel between city of primary residence and Starbucks headquarters AND up to $250,000 in personal non-commuting travel per yearWhich brings us to the CEO, Brian Niccol, a guy so wonderful that they scrapped the independent chair nonsense and gave him both titles: CEO and ChairLead Independent Director and Nominating Committee chair Jørgen Vig KnudstorpAveraged over 10% votes against over the past 3 AGMs: which is essentially an investor revolutionHis favorite drink–the Caramel Macchiato–is 250 calories with 33g of sugar: the American Heart Association recommends that women consume no more than 25 grams per dayMATT1Novavax appoints Charles Newton to board of directorsChuck Newton has a background from BofA Merrill, Credit Suisse, Morgan Stanley, and Lehman as an investment banker, and is now CFO at a pharma company. He got his education in business administration and “arts”.Who do we blame for the appointment of Chucky?John Jacobs, CEO and highest influence on the board at 23%New board chair and nom committee chair Margaret McGlynn, who will inherit retiring director James Young's 16% influence to become the most influential person on the board?Too much science?Actual knowledge of pharmaceutical science - Young's retirement means there are only 2 actual scientists left on the board of the 9 members - 6 have finance backgrounds, and 1 is a lawyer.DEI - while Novavax's SEC disclosure says that the 9 person board has 1 male with 2 or more races and 2 women, they actually didn't feel white ENOUGH so they added Charles Newton to have a 100% white board (because black people don't even get malaria, COVID, or flu)They actually claim to have 10 board members when they really have 9Investors - who actually hate this board and can't possibly like it more now?Classified board, last year the new board chair (promotion!) got 52% votes for, the PhD got 58% for, and the guy from the family foundation got 53% for - and yes, exactly 35% of the shares are owned by State Street, Vanguard, BlackRock, and Shah CapitalSam Altman says OpenAI will fix ChatGPT's ‘annoying' new personality as users complain the bot is sucking up to them“ChatGPT's new personality is so positive it's verging on sycophantic—and it's putting people off.”Who do we blame for AI being a big fat suckup?Sam Altman, for being a big fat Trump suckupSam Altman, for having an insipid tech bro personality desperately seeking the fame and attention of the earthSam Altman, for firing his non-suckup board membersSam Altman, for putting himself on the board and surrounding himself with board suckups

Long Term Investing - With Baskin Wealth Management

0:00 – Introduction3:09 – Q1 earnings season so far9:50 – Watsco earnings15:56 – TFI International earnings23:08 – Netflix earnings29:30 – Moody's & MSCI earnings37:56 – Bad idea to focus on headlinesThis week, Barry and Ernest review first quarter earnings for Watsco, TFI International, Netflix, Moody's, MSCI.

Millionnaire Besties
1000€/mois de Dividendes: Combien faut-il INVESTIR d'€ ? (Cas concrets : S&P500, Nestle, Scotia Bank, ETF..)

Millionnaire Besties

Play Episode Listen Later Apr 28, 2025 13:34


Apprendre à investir en bourse ➡️ https://www.rachelfinance.com/weinvest/youtube (We Invest)

Latinos In Real Estate Investing Podcast
Market Uncertainty and AI Battles | Weekly Business Briefs w/ Martin Perdomo

Latinos In Real Estate Investing Podcast

Play Episode Listen Later Apr 23, 2025 4:15 Transcription Available


Send us a textThe markets are speaking—are you listening? Today's episode of Wealthy AF Business Brief decodes the latest financial signals and technology shifts that could transform your investment approach.Global markets are taking a step back as mixed corporate earnings reports, geopolitical tensions, and interest rate uncertainties create a perfect storm of investor caution. The slide in MSCI's world equity index, steady Treasury yields, and gold prices hovering near record highs tell a story of markets at a crossroads. Behind these numbers lies a complex economic landscape shaped by inflation concerns and ongoing US-China trade tensions. As I've consistently maintained, sometimes navigating painful market moments is necessary for building a more prosperous future.Meanwhile, a high-stakes AI battle is unfolding as Google reportedly develops financial arrangements with smartphone manufacturers to prioritize its Gemini AI chatbot. This isn't just corporate positioning—it's a fight for the future of how we'll interact with technology. Regulators in both the US and EU are watching closely, already increasing scrutiny around potential monopolistic behavior in the AI space. Equally significant is the surprising pullback of Chinese brands from international advertising platforms, a shift already impacting quarterly forecasts for major ad firms. This recalibration reflects both tightening regulations in China and a strategic pivot toward domestic growth, forcing global companies to rethink their marketing strategies.Don't miss my exciting announcement: my new book focusing on growth, grit, and building lasting success is available for pre-order! Secure your copy at wealthyaf.ai/pre-launch and receive a free ebook gift designed to give you a valuable head start. Stay sharp, stay informed, and keep your business ahead of the curve by understanding these crucial economic and technological shifts that will shape tomorrow's business landscape.Support the showIntroducing the 60-Day Deal Finder!Visit: www.wealthyAF.aiUse the Coupon Code: WEALTHYAF for 20% off!

Goldesel x Investflow - Aktientalk
Schlechte Nachrichten für Novo Nordisk Aktie & UnitedHealth / Zahlen bei Danaher & MSCI Inc

Goldesel x Investflow - Aktientalk

Play Episode Listen Later Apr 23, 2025 35:43


Wed, 23 Apr 2025 06:08:59 +0000 https://podcast9d261b.podigee.io/175-new-episode dddb7717333865d0a81e8bfee776a5a8 JETZT Gratis Telekom Aktie sichern, hier gehts zum Smartbroker+ : https://get.smartbrokerplus.de/aktientalk-gewinnspiel/?af_ad=&af_ad_id=&af_adset=&af_c_id=544089&af_sub1=1-22b61702-a62c-389d-809d-182ca60217b6-a94450&pid=ingenioustechnologies_int&af_adset_id=&af_channel=Affiliate&af_site_id=527207&af_sub2=&c=Aktientalk-Telekom&clickid=1-22b61702-a62c-389d-809d-182ca60217b6-a94450&iclid=1-22b61702-a62c-389d-809d-182ca60217b6-a94450&utm_campaign=527207_&utm_medium=affiliate&utm_source=Aktientalk-Telekom full no Michael Flender & Daniel Wassmer

Anker-Aktien Podcast
Blackrock Aktienanalyse 2025 // Update // Infrastruktur statt ETFs? So verändert sich der Konzern

Anker-Aktien Podcast

Play Episode Listen Later Apr 18, 2025 26:41


Blackrock baut um: Auch wenn die passiven Indexfonds (ETFs) weiter eine bedeutende Rolle im Produkt-Portfolio des Konzerns sind, zeigen Milliarden-Investitionen in Infrastrukturprojekte eine strategische Neuausrichtung. Und damit das Profil der Aktie. Mit dem Kauf von Global Infrastructure Partners im Jahr 2024 und der Milliarden-Investition in CK Hutchinson in diesem Jahr, steigt Blackrock tief in die globale Hafenlogistik ein. Zwar machen diese Projekte bisher nur einen Bruchteil des Gesamtvolumens aus – doch sie markieren einen Kurswechsel, der strukturell Bedeutung hat. Larry Fink, CEO seit 1988, positioniert sich in diesem Zusammenhang erneut politisch: mit Kritik an Donald Trump und dem Hinweis auf wachsende Rezessionsrisiken bei einer wirtschaftlich isolierten Handelspolitik. Im Podcast geht es um die Frage, wie sich Blackrock strategisch aufstellt, wie solide die Fundamentaldaten aktuell sind und welche charttechnischen Marken wichtig bleiben. Auch im Vergleich mit Wettbewerbern wie MSCI, Invesco oder State Street zeigt sich, welche Rolle der Konzern im globalen Asset Management spielt. Inhaltsverzeichnis00:00 Intro00:58 Langfristiger Chart: BlackRock vs. Video aus 202202:40 BlackRock vs. S&P 500 vs. Finanz-ETF (XLF)03:17 BlackRock vs. MSCI vs. State Street vs. T. Rowe vs. Invesco04:14 Größter Vermögensverwalter der Welt05:14 ETF-Markt Übersicht05:47 Blackrock: Geschäftsmodell09:02 Infrastruktur-Investitionen: Kauf von CK Hutchison10:50 Globaler Fondsmanagement Markt11:24 Burggraben: BlackRock12:39 Inhaberschaft & CEO14:51 Umsatz- & Margen-Entwicklung vs. Video aus 202215:37 Umsatz nach Segment & Region16:50 Gewinn, Cashflow & Dividenden-Entwicklung vs. Video aus 202217:26 Bilanz-Überblick & Aktienrückkäufe18:34 Kennzahlen-Überblick (KGV)19:17 Dividenden-Rendite & -Entwicklung19:53 Unternehmensbewertung: BlackRock vs. Video aus 202221:30 Chartanalyse: BlackRock vs. Video aus 202222:31 Ist die BlackRock Aktie ein Kauf?24:14 Worte von Larry Fink25:26 Disclaimer26:33 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 #BlackRock #Aktie #Börse

Better Edge : A Northwestern Medicine podcast for physicians
GLP-1 Agonists: Reshaping Obesity and Infertility Treatment

Better Edge : A Northwestern Medicine podcast for physicians

Play Episode Listen Later Apr 15, 2025


In this episode of Better Edge, Christina E. Boots, MD, MSCI, associate professor of Reproductive Endocrinology and Infertility at Northwestern Medicine, discusses the impact of obesity on reproductive outcomes and the promising role of GLP-1 agonists in treating obesity and infertility. Discover how these groundbreaking medications are reshaping reproductive health, offering hope for patients with higher BMIs. Learn about the latest insights and clinical considerations for their use in preconception care plans.

Dividend Talk
EP 242 | Five French Stocks that might fit in your portfolio

Dividend Talk

Play Episode Listen Later Apr 13, 2025 63:23


This week we have a lively discussion on portfolio spring cleaning, tariffs and French dividend-paying companies.We chat about Procter & Gamble, Tangar, AON, Fastel, Rubis, Sanofi, L'Oreal, LVMH, TotalEnergies, BA Systems, Groupe SEB, Pernod Ricard, Sodexo, Fimalac Interactive, Shell, Texas Instruments, LYB, Violia, Hotamaki, and MSCI.We also answer listener questions on investment strategies, portfolio allocation, and more!

Invertir para Conseguir
Inversor profesional alerta: No inviertas en el S&P 500 (mejor haz esto)

Invertir para Conseguir

Play Episode Listen Later Apr 12, 2025 126:15


Hoy entrevisto Rodrigo Villanueva, gestor del fondo Attitude Small Caps. Hablamos sobre cómo protegerte ante la volatilidad, oportunidades de inversión para este año, cuáles son los mejores fondos de gestión activa y pasiva, inteligencia artificial aplicada a inversios, ¡y mucho más!✅ Entra en: https://surfshark.com/invertir para conseguir 4 meses extra de Surfshark VPN!✅ Más información sobre el fondo y RRSS de Rodri:● Nombre del fondo: Attitude Small Caps, FI● Código ISIN: ES0111175008 ● Web: https://www.attitudegestion.com/es/pages/products/9/attitude-small-caps-fi/● Instagram: https://www.instagram.com/attitudesmallcaps/?hl=es● Youtube: https://www.youtube.com/@AttitudeSmallCaps✅ Puedes invertir en este fondo sin comisiones adicionales desde MyInvestor:➤ https://invertirparaconseguir.com/yt/myinvestor--⏰ MARCAS DE TIEMPO:00:00 A continuación02:34 ¿Es demasiado arriesgado invertir ahora en el S&P 500 y MSCI world?08:09 Cómo protegerse de la incertidumbre del mercado10:38 Sponsor: ¿Por qué puede interesarte una VPN?12:19 ¿Dónde están las oportunidades? Europa vs Asia vs EE.UU.19:36 Mejores mercados y compañías para invertir28:10 Activos con mayor potencial para invertir y ganar dinero34:33 ¿Vale la pena invertir en inmuebles?38:39 Invertir en oro: ¿es interesante?41:28 ¿Son malos lo gestores de fondos?46:28 El gran problema de los inversores pasivos51:42 Gestión activa vs gestión pasiva: ¿Cuál elegir?56:22 Cómo elegir un buen fondo de inversión58:35 Mejores fondos de gestión activa según Rodri01:02:35 ¿Valen la pena los robo advisors?01:08:58 Cómo usar la IA para invertir mucho mejor01:14:13 ¿Puede la IA sustituir a los inversores profesionales?01:22:42 Día a día en la vida de un gestor de fondos01:31:12 Cómo conseguir buenas oportunidades de inversión01:37:12 Cómo organiza su patrimonio un gestor profesional01:41:07 Cómo debería invertir cualquier persona01:51:40 Mayores lecciones que ha aprendido Rodri 01:53:39 Mejor inversión para lso próximos 5 años01:56:50 Mayor errores al invertir y cómo solucionarlo02:01:52 Cosejo finaciero que debería aplicar todo el mundo02:04:49 Recomendación final

Die Börsenminute
Mehr Europa ins Portfolio - so funktioniert´s!

Die Börsenminute

Play Episode Listen Later Apr 12, 2025 4:25


Liebe Börsenminute-Community. Schön dass ihr an der Börse bleibt und es gibt auch keinen Grund sie zu verlassen.Letzte Woche habe ich in der Börsenminute angekündigt, dass ich persönlich schon ein wenig aus US-Aktien herausgehe und auch nicht unbedingt US-Anleihen mehr kaufe. Nicht, weil ich ihnen nicht weiterhin mehr Produktivität zutraue - schon wegen ihrer Überlegenheit in Sachen KI. Vielmehr, weil ich mein Portfolio ausbalanciere, dass durch die starken Kursanstiege der letzten beiden Jahre eine US-Schlagseite bekommen hat, die auch das jüngsteWallstreet-Gemetzel zum Glück noch nicht wettgemacht hat. Und weil ich die Folgen von Trumps idiotischer Wirtschaftspolitik vor allem für den Dollar nicht abschätzenkann. Das Vertrauen in die Weltwährung leidet doch massiv unter dem US-Präsidenten. Es ist grundsätzlich immer gut in jener Region und deren Währung maßgeblich investiert zu sein, in der man auch sein Ausgaben hat, um sich zum Kurs- nicht auch noch eingewaltiges Währungsrisiko hereinzuholen. Und: Europa ist in den MSCI-und anderen Weltindizes gemessen am Anteil seiner Unternehmen an der weltweiten Wertschöpfung chronisch unterrepräsentiert. Also, wie bringe ich mehr Europa ins Portfolio?  Ganz einfach. Nicht dass ich jetzt Anteile an meinem Kerninvestment verkaufe. Dies ist ein ETF auf einen Weltindex, mit knapp 70 Prozent US-Gewichtung. Sondern,  indem ich meinemonatlichen Sparraten einfach ändere. Weitere Ansparsummen, mit denen ich mein Portfolio Monat für Monat füttere, fließen eben nicht mehr in den Weltaktien-ETF. Ich kaufe mir davon vielmehr mehr Anteile von meinem zweitenAnsparprodukt, einem ETF, der auf einen Europäischen Aktien-Index setzt. Ein solcher umfasst – je nach Geschmack - die 50 oder 600 größten Europäischen Aktien. Wobei sich in der Vergangenheit – das muss nicht für die Zukunft zutreffen – etwa der EuroStoxx 50 besser entwickelt hat als der EuroStoxx 600. Man muss sein Portfolio auch nicht auf einen Schlag neu wuchten, sondern kann auf gute Verkaufsgelegenheitenfür die eine oder andere US-Aktie bzw. Anteile an US-Fonds oder -ETFs im Portfolio warten und die Summe in europäische Papiere investieren.Aber das ist nur mein persönlicher Zugang, keine Anlageempfehlung. Ich persönlich halte jedenfalls nichts davon, solide Wertpapierinvestments, die ich für die langfristige Geldanlagegetätigt habe, jetzt zu schlechten Kursen zu verscherbelnHappy Investing wünscht Euch Julia Kistner,  die sich freuen würde, wenn ihr die Börsenminute liked, abonniert und weiterempfiehlt und vor allem nächsten Samstag wieder einschaltet.  Musik- & Soundrechte:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Risikohinweis: Dies sind weder Anlage- noch Rechtsempfehlungen. #Wertpapiere #Crash #Vermögen #Kurse #Portfolio #USA #Vermögen #anlegen #podcast #Stabilität 

I'm Aware That I'm Rare: the phaware® podcast
Episode 514 - Eric Austin, MD, MSCI

I'm Aware That I'm Rare: the phaware® podcast

Play Episode Listen Later Mar 31, 2025 16:11


Eric Austin, MD, MSCI discusses early detection among people who are at risk of pulmonary arterial hypertension (PAH), particularly those who would have genetic susceptibility, or who may have congenital heart disease, or who may have connective tissue disease or other features that would make them more at risk of developing pulmonary arterial hypertension than the rest of the population. Learn more about pulmonary hypertension trials at www.phaware.global/clinicaltrials. Follow us on social @phaware Engage for a cure: www.phaware.global/donate #phaware Share your story: info@phaware.com #phawareMD @VUMCDiscoveries @pphnet @VUMCchildren

El Podcast del Banquero del Pueblo
El Mejor ETF para Invertir en el MUNDO

El Podcast del Banquero del Pueblo

Play Episode Listen Later Mar 30, 2025 24:56


MSCI vs FTSE, World vs All-World… ¿Cuál es el ETF DEFINITIVO? Os cuento la clave para invertir en el mejor.

Behind the Balance Sheet
#45 The Chess Master

Behind the Balance Sheet

Play Episode Listen Later Mar 20, 2025 77:06


In his youth, George Michelakis, was a top 3 global under-20chess player. No surprise he is pretty good at investing too and runs a $2bn long short equity hedge fund out of London. Since 2006, he has compounded capital at a rate of 5.35x vs 3.43k for the MSCI world, on net exposure of 30-45%. That's an impressive record but astonishingly, he entered his longest-running short position 10 years ago. We talked about his investing philosophy, his theory about alifestyle recession, why shorting is critical to performance, how he manages the fund and the team, why he focuses on management and why, as in chess, man plus machine or analyst plus AI will beat the lone human, which has profoundimplications for investors.

It Happened To Me: A Rare Disease and Medical Challenges Podcast
#56 Navigating Dual Diagnoses: Amy Raskin Shares Parenting Strategies for Diabetes and Celiac

It Happened To Me: A Rare Disease and Medical Challenges Podcast

Play Episode Listen Later Mar 17, 2025 45:56


Guest Amy Raskin shares her experience parenting a child living with type 1 diabetes (T1D) and celiac disease. Amy shares her personal experiences, the challenges her family has faced, and the strategies they've developed to support her son Andrew's health and well-being.   Amy Raskin is a pioneer in global thematic investing and widely respected as a bold thought leader. As the Chief Investment Officer of Chevy Chase Trust since February 1, 2014, she has propelled the firm to a leadership position in thematic investing, a small, but rapidly growing approach to investing that MSCI recently added to its universe of style categories. Under her leadership, Chevy Chase Trust has outperformed its global benchmark in each of the last nine years; it is in the top decile of managers for the last 10 years. Amy is also a monthly guest on CNBC.   Prior to joining Chevy Chase Trust, Amy was Senior Vice President at AllianceBernstein in New York, serving as Director of Research for Thematic Portfolios, Director of Research on Strategic Change, head of U.S. & Global Growth Equity Research and Chief Investment Officer of AB Venture Capital Fund. The Research on Strategic Change team published in-depth research papers on a wide range of thematic investment topics, such as broadband, China, hybrid vehicles, climate change and molecular medicine.   Earlier, she worked as an investment banker at Lehman Brothers and as a research analyst at Donaldson, Lufkin & Jenrette. Amy graduated from the University of Pennsylvania's School of Engineering and Applied Science with a Bachelor of Science in Engineering. She currently serves on the Boards of UPenn's Engineering School and of the T1D Fund, which is a venture capital fund focused on finding a cure to Type 1 diabetes.   Topics Covered: Understanding Type 1 Diabetes: What T1D is, how it differs from adult-onset diabetes, and the symptoms to look for. A Family's Journey: Andrew's diagnosis, the path to confirmation, and how the family adapted to his needs. Living with Celiac Disease: The symptoms, diagnosis, and how it intersects with managing T1D. Daily Life Adjustments: Modifying the home, navigating school and friendships, and encouraging independence. Sibling Dynamics: How Andrew's older brother, Jason, has adjusted to the care and attention Andrew requires. Advice for Parents: Amy's wisdom for families facing T1D, celiac, or other chronic conditions. Key Moments: Amy discusses the emotional and practical aspects of explaining T1D to her children. Insights into managing dual diagnoses of T1D and celiac disease. Strategies for balancing a demanding career with the complexities of parenting a child with chronic health conditions. Resources Mentioned: T1D Fund Camp Sweeney Break Through T1D  Findmeglutenfree.com Hole In The Wall Gang Camp   Connect with Us: Stay tuned for the next new episode of “It Happened To Me”! In the meantime, you can listen to our previous episodes on Apple Podcasts, Spotify, streaming on the website, or any other podcast player by searching, “It Happened To Me”.    “It Happened To Me” is created and hosted by Cathy Gildenhorn and Beth Glassman. DNA Today's Kira Dineen is our executive producer and marketing lead. Amanda Andreoli is our associate producer. Ashlyn Enokian is our graphic designer.   See what else we are up to on Twitter, Instagram, Facebook, YouTube and our website, ItHappenedToMePod.com. Questions/inquiries can be sent to ItHappenedToMePod@gmail.com. 

America's Commercial Real Estate Show
Transaction Volume Forecast 2025 with Jim Costello

America's Commercial Real Estate Show

Play Episode Listen Later Mar 6, 2025 39:33


Jim Costello with MSCI joins broker Michael Bull, CCIM to discuss transaction volume in 2025. Topics include distressed property transactions, projections for specific sectors, and potential opportunities going into 2026. 

Compound Insights
Jarrad Linzie: Where Fixed Income Index Investing is Headed

Compound Insights

Play Episode Listen Later Feb 24, 2025 19:48


Jarrad Linzie of MSCI has been structuring and implementing indices for years. Hear what he thinks about the business as it faces transitional pressures.

Propertyshe Podcast
Antony Slumbers

Propertyshe Podcast

Play Episode Listen Later Feb 17, 2025 57:01


Real Estate futurist Antony Slumbers is a globally recognised PropTech thought leader, speaker, adviser, and writer specialising in AI in real estate, real estate technology, and the future of work and workplaces. A serial entrepreneur, he has founded and successfully exited multiple commercial real estate innovation companies and now advises leading real estate boards on transformation, technology, and innovation strategies. A thought leader in the industry, Antony's blog is widely regarded as an influential resource, offering insights on AI, PropTech, and Space-as-a-Service. His online course, #GenerativeAIforRealEstatePeople, helps professionals navigate how AI is reshaping the built environment. Antony frequently speaks at international conferences, covering topics such as ‘#SpaceasaService: The Trillion Dollar Hashtag', the future of work and workplaces, and AI-driven transformation in real estate. Throughout his career, Antony has collaborated with major real estate technology firms, institutional investors, and property companies, including CBRE Global Investors, SEGRO, RICS, Fifth Wall Ventures, and MSCI, among many others. His expertise stems from decades of experience in the commercial real estate sector, having launched pioneering platforms such as Estates Today, Cityoffices.net, and Vicinitee. The latter, which he co-founded with British Land, was scaled to serve hundreds of properties and thousands of users before a successful exit. With a career dedicated to analysing and predicting the intersection of real estate and technology, Antony brings unparalleled insight into how innovation will continue to reshape the industry. For more insights from Antony Slumbers, visit his blog or explore his online course on Generative AI for Real Estate here. 

Digital Finance Analytics (DFA) Blog
Markets Still Peaking Into Infinite Uncertainty: As Rules Are Broken!

Digital Finance Analytics (DFA) Blog

Play Episode Listen Later Feb 15, 2025 24:33


This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the way. This week markets were bullish, with the MSCI global index up 1.7% across the week, and up 0.3% just on Friday. Even the European STOXX 600 which … Continue reading "Markets Still Peaking Into Infinite Uncertainty: As Rules Are Broken!"

Understanding Edge
The Land Down Under: Diving into Australia's Economy and Investment Opportunities

Understanding Edge

Play Episode Listen Later Feb 13, 2025 15:12


Micah Martin, CFA, recaps his trip to Australia, diving into the country, its economy and the investible opportunity set. As of 31 January 2025, Diamond Hill's International Strategy owned shares of Whitehaven Coal Limited. MSCI ACWI ex USA Index measures the performance of large- and mid-cap stocks in developed (excluding the US) and emerging markets. The index is unmanaged, market capitalization weighted, includes net reinvested dividends, does not reflect fees or expenses (which would lower the return) and is not available for direct investment. Index data source: MSCI, Inc. See diamond-hill.com/disclosures for a full copy of the disclaimer.  The views expressed are those of the speaker as of December 2024 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.

Ethical & Sustainable Investing News to Profit By!
Global Sustainable Stock Picks

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Feb 7, 2025 23:53


Global Sustainable Stock Picks includes articles by financial analysts at Morningstar and Insider Monkey. Plus, links to five more articles! By Ron Robins, MBA Transcript & Links, Episode 147, February 7, 2025 Hello, Ron Robins here. Welcome to my podcast episode 147, published February 7, 2025, titled “Global Sustainable Stock Picks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- Global Sustainable Stock Picks (1) I'm beginning this podcast with this intriguing article titled 10 Best Ethical Companies To Invest In According to Reddit. It's by Mashaid Ahmed in Hedge Funds, News and seen on insidermonkey.com. Here are some quotes from the article. “We sifted through relevant threads to compile a list of the 25 ethical companies. We then used Insider Monkey's Hedge Fund database to rank 10 stocks according to the largest number of hedge fund holders, as of Q3 2024. The list is sorted in ascending order of hedge fund sentiment. Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds… 10. Enphase Energy, Inc. (NASDAQ:ENPH) Number of Hedge Fund Investors: 38 Enphase Energy is a leading provider of advanced home energy solutions, including micro inverters, batteries, EV chargers, and energy management software. The company enables homes and businesses to harness clean energy efficiently and helps reduce carbon emissions. 9. United Parcel Service, Inc. (NYSE:UPS) Hedge Fund Investors: 43 United Parcel Service is one of the largest package delivery companies in the world. The company provides logistics, freight, and supply chain solutions to customers across various industries, and is known for its ethical practices including a strong focus on sustainability through its carbon-neutral shipping options, investments in alternative fuel vehicles, and initiatives to reduce emissions across its operations. 8. Ecolab Inc. (NYSE:ECL) Hedge Fund Investors: 47 Ecolab is a leader in water, hygiene, and energy technologies and services. The company has a presence in over 170 countries and serves a diverse range of industries, including food service, healthcare, hospitality, industrial, and energy. Ecolab's innovative solutions not only enhance operational performance but also significantly reduce water and energy usage, making them essential for customers in unpredictable and challenging environments. 7. Waste Management, Inc. (NYSE:WM) Hedge Fund Investors: 54 Waste Management, Inc. is one of the largest providers of waste and recycling services in North America. The company handles everything from residential trash to industrial waste solutions. Waste Management, Inc.'s focus on environmental responsibility is evident in its investments in recycling technologies and renewable energy projects, including landfill gas-to-energy initiatives… Waste Management, Inc. is making substantial investments in sustainability and renewable energy, which are expected to drive significant long-term growth. 6. MSCI Inc. (NYSE:MSCI) Hedge Fund Investors: 55 MSCI is an American finance company that provides investment decision support tools, including indexes, portfolio analysis tools, and ESG (Environmental, Social, and Governance) research. The company's clients include asset managers, hedge funds, and financial institutions. MSCI is a strong advocate of sustainable investing and guides investors toward responsible and impactful investments. 5. The Coca-Cola Company (NYSE:KO) Hedge Fund Investors: 69 The Coca-Cola Company is a leader in the beverage industry and offers a wide range of soft drinks, juices, and other refreshments. The company is known for its emphasis on sustainability efforts. 4. American Tower Corporation (NYSE:AMT) Hedge Fund Investors: 73 American Tower is a REIT that owns and operates telecommunications infrastructure, including wireless and broadcast towers. The company has over 200,000 communication sites across the United States, Europe, and emerging markets and serves telecom operators. American Tower is known for its ethical commitment through its focus on sustainable practices, such as energy-efficient infrastructure, and efforts to bridge the digital divide in underserved communities. 3. Costco Wholesale Corporation (NASDAQ:COST) Hedge Fund Investors: 75 Costco operates membership-based warehouse clubs and offers a wide range of products from groceries to electronics at competitive prices. The company serves over 138 million cardholders, including 77.4 million paid household members, and continues to expand its footprint through strategic warehouse openings and innovative digital initiatives. Costco is known for its ethical business practices, employee well-being through industry-leading wages, and sustainability efforts in reducing waste, sourcing responsibly, and maintaining transparent supplier practices. 2. Starbucks Corporation (NASDAQ:SBUX) Hedge Fund Investors: 76 The company operates more than 32,000 stores worldwide and offers premium coffee, tea, and snack products, along with other consumer-packaged goods such as coffee beans and ready-to-drink beverages. The company's ethical initiatives include sourcing ethically produced coffee through its Coffee and Farmer Equity (C.A.F.E.) practices. 1. Microsoft Corporation (NASDAQ:MSFT) Hedge Fund Investors: 279 Microsoft is known for its innovation, and leadership in corporate responsibility. Microsoft is continuously innovating its Productivity and Business Processes segment, which includes Office 365, LinkedIn, and Dynamics 365. The company recently integrated its 365 Copilot, an AI-powered assistant, into productivity tools such as Word, Excel, and Outlook, which has led to a significant increase in user engagement and business value.” End quotes. ------------------------------------------------------------- Global Sustainable Stock Picks (2) Many ethical and sustainable investors want to internationalize their portfolios. So, here's a new article to assist them. It's titled These 8 Foreign Stocks Are Widely Held by Global Sustainable Funds. It's by Liz Angeles and found on morningstar.com. Here are some quotes from the article. “To obtain top stocks widely owned by ESG global sustainable funds, we ran two searches on the open-end and exchange-traded funds coverage. We looked for large-cap global funds and selected the oldest share classes. We looked at the funds that are considered sustainable investment and compared them with the traditional funds. (And) pulled the top 500 holdings from the sustainable funds, and likewise for the traditional funds, and analyzed the average weights of each security. Stocks That Are Uniquely Held by Global Sustainable Funds Source: Morningstar Direct as of 1/22/2025. 1. Schneider Electric SE Morningstar Rating: 2 Stars Schneider Electric is a leading global supplier of electrical and industrial automation equipment. The group has four end markets: buildings, data centers, infrastructure, and industry, each of which relies on Schneider's products and solutions to ensure their operations run safely and efficiently. ‘Two thirds of Schneider's revenue is generated from electric utilities, buildings, and data centers, which are three end markets enjoying multiyear secular growth themes.' - Matthew Donen, Director, Morningstar. ‘Schneider has the strongest management of its material ESG issues across the electrical equipment subindustry.' - Morningstar Sustainalytics. 2. Iberdrola SA Morningstar Rating: 3 Stars ‘Iberdrola is the second-biggest integrated utility in Europe after Enel. Besides its domestic Spanish market, Iberdrola has strong exposure to the United Kingdom since the acquisition of Scottish Power in 2007.' - Tancrede Fulop, Morningstar senior equity analyst. ‘Carbon pricing and regulation are in place or expected in the main markets in which Iberdrola operates. This will likely benefit the company, as its generation mix is relatively low-carbon: renewables, hydro, and nuclear comprised 61% of generation in 2023, while all remaining coal-fired power plants were closed in 2020.' - Morningstar Sustainalytics. 3. TE Connectivity PLC Registered Shares Morningstar Rating: 3 Stars ‘TE Connectivity designs and manufactures connectors and sensors, supplying custom and semicustom solutions to a bevy of end markets in the transportation, industrial, and communication industries.' - William Kerwin, Morningstar equity analyst. In its 2023 Corporate responsibility report, TE Connectivity reported that it reduced its absolute scope 1 and 2 greenhouse gas emissions by 39% in 2023. This included achieving 77% renewable electricity use globally.' 4. Trane Technologies PLC Class A Morningstar Rating: 1 Star ‘Trane Technologies is a leading supplier of climate control products and services.' - Brian Bernard, director of industrials equity research for Morningstar. ‘Additionally, the company manufactures specialized equipment where competition is limited. This can lead to monopolization of product lines and create opportunities for the company to become involved in anticompetitive practices, such as price fixing and collusion. Trane is also exposed to asbestos-related claims from its former operations.' - Morningstar Sustainalytics. 5. Prysmian SpA Morningstar Rating: 1 Star Prysmian SpA is an Italian manufacturer of electric power transmission and telecommunications cables and systems… More than half the firm's revenue is generated in the Europe, Middle East, and Africa regions, with the rest coming from North America, Latin America, and Asia-Pacific regions. ‘Prysmian SpA has assigned responsibility for overseeing ESG issues at the board level… The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics. 6. Aptiv PLC Morningstar Rating: 3 Stars Aptiv PLC signal and power solutions segment supplies components and systems that make up a vehicle's electrical system, including wiring assemblies and harnesses, connectors, electrical centers, and hybrid electrical systems… ‘To keep pace with the changing automotive industry and increasing consumer demand for new sustainable mobility solutions, Aptiv boosted investments into vehicle electrification solutions and other research and development projects. The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics. 7. Infineon Technologies AG Morningstar Rating: 4 Stars ‘Infineon is a leading broad-based European chipmaker, with significant exposure to secular growth drivers in the automotive chip sector. Infineon should emerge as a leading supplier for electric vehicles and active safety systems used in cars, with increasing exposure to car ‘infotainment' systems. - Brian Collelo, Morningstar Strategist. ‘Product Governance for the semiconductor industry encompasses functionality, cost, marketability, reliability, form, packaging, and delivery time of chips… The company's exposure to product governance issues is Medium and moderately above the subindustry exposure.' - Morningstar Sustainalytics. 8. Siemens AG Morningstar Rating: 3 Stars Siemens is a multi-industry company focused on the areas of automation, electrification, mobility, and healthcare. Its top three geographic regions—the United States, Germany, and China—contribute over half group revenue… ‘Our 7% EPS growth estimate annualized through 2028 is on the low end of some of its peers, attributable to the cyclicality in its discrete automation business.' - Matthew Donen, Director for Morningstar. ‘The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics.” End quotes. ------------------------------------------------------------- Additional articles not covered due to time constraints 1. Title: Why Ecolab Inc. (ECL) Is One of the Best Humane Stocks to Invest in Now? On finance.yahoo.com. By Mashaid Ahmed. 2. Title: Visa vs. Mastercard: Who's Leading the Charge in Finance, Sustainability, and Net Zero? On carboncredits.com. By Jennifer L 3. Title: 12 Most Promising Green Stocks According to Hedge Funds on insidermonkey.com. By Mashaid Ahmed in Hedge Funds, News. 4. Title: 8 Best Humane Stocks to Invest in Now on insidermonkey.com. By Mashaid Ahmed in Hedge Funds, News and seen on insidermonkey.com. Article from Australia 1. Title: Top Ethical Investment Funds in Australia for 2025 – James Hayes Financial Advisor & Planner – Caringbah, AU on jameshayesfpblog.wordpress.com. By James Hayes Financial Planner. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Global Sustainable Stock Picks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on February 21st. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Real Estate News: Real Estate Investing Podcast
Commercial Real Estate Distress: Are We Nearing a Turning Point?

Real Estate News: Real Estate Investing Podcast

Play Episode Listen Later Feb 3, 2025 4:17


Distress in commercial real estate is still rising, but could we be seeing early signs of stabilization? While office properties continue to dominate distressed assets, multifamily is emerging as a growing concern—with over $108 billion now on MSCI's watchlist. In this episode, Kathy Fettke breaks down the latest MSCI reports revealing trends in property distress, investor sentiment, and which asset classes are showing resilience. We'll dive into the sharp decline in hotel transactions, why industrial and retail are holding strong, and how distressed property sales are picking up momentum. Is this the start of a market recovery, or is there more turbulence ahead? Tune in to Real Estate News for Investors to find out! (00:00) Commercial Real Estate Distress (00:26) MSCI Reports (01:03) Office (01:13) Multifamily Distress (01:50) Property Sales (02:21) Retail and Industrial (02:33) Hotel Sales (03:24) Key Takeaways   LINKS JOIN RealWealth® FOR FREE https://realty.realwealth.com/join-now/ FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://tinyurl.com/RWSsubscribe Real Estate News: Real Estate Investing Podcast: https://tinyurl.com/RENsubscribe Sources: 1. https://www.us.jll.com/en/trends-and-insights/research/office-market-statistics-trends   2. https://www.cbre.com/insights/books/us-real-estate-market-outlook-2025

Digital Finance Analytics (DFA) Blog
Markets Box At Shadows, As Trump 2.0 Arrives…

Digital Finance Analytics (DFA) Blog

Play Episode Listen Later Jan 18, 2025 24:19


This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the way. This week we saw more volatility, but with the MSCI global index up 2.56%, and up for the year to date, and 18% for the past year. … Continue reading "Markets Box At Shadows, As Trump 2.0 Arrives…"

Digital Finance Analytics (DFA) Blog
Brace For Market Uncertainty!

Digital Finance Analytics (DFA) Blog

Play Episode Listen Later Jan 11, 2025 25:30


This is our weekly market update, where we start in the US, cross to Europe and Asia, and end in Australia, covering commodities and crypto along the way. And this past week saw markets lower, with the MSCI global index down another 1.58% and down nearly 4% for the past month. Wall Street’s main indexes … Continue reading "Brace For Market Uncertainty!"

Digital Finance Analytics (DFA) Blog
Markets: Are You Confused Yet? You Should Be!

Digital Finance Analytics (DFA) Blog

Play Episode Listen Later Dec 14, 2024 24:58


This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the way. MSCI’s global equity gauge fell on Friday while bond yields climbed as investors waited for clues about the future path for interest rates and Europe’s STOXX 600 … Continue reading "Markets: Are You Confused Yet? You Should Be!"

PeerView Clinical Pharmacology CME/CNE/CPE Audio Podcast
Prof. Arjan Bredenoord / Kathryn A. Peterson, MD, MSCI - Improving Care for Pediatric and Adult Patients With Eosinophilic Esophagitis: Expert Insights on the Latest Evidence for Targeted Therapy

PeerView Clinical Pharmacology CME/CNE/CPE Audio Podcast

Play Episode Listen Later Dec 9, 2024 28:20


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/EBAC/MOC information, and to apply for credit, please visit us at PeerView.com/QQD865. CME/EBAC/MOC credit will be available until December 13, 2025.Improving Care for Pediatric and Adult Patients With Eosinophilic Esophagitis: Expert Insights on the Latest Evidence for Targeted Therapy In support of improving patient care, PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by an educational grant from Sanofi and Regeneron Pharmaceuticals.Disclosure information is available at the beginning of the video presentation.

ESG Talk
COP29: Business and Policy in the New Economy

ESG Talk

Play Episode Listen Later Dec 6, 2024 20:01


In this episode of ESG Talk, Mandi McReynolds is onsite in Baku at COP29 with Linda-Eling Lee, head of the Sustainability Institute at MSCI, to explore the evolving role of businesses in tackling global climate challenges. Listen in as they discuss key themes from COP29, including the rise of transition finance, the complexities of operating in a global economy, and the integration of AI into sustainability strategies. Read more about the Sustainability Institute's research here: https://www.msci-institute.com/.

Continuum Audio
Diagnosing Alzheimer Disease With Dr. Gregory S. Day

Continuum Audio

Play Episode Listen Later Dec 4, 2024 28:14


A pragmatic and organized approach is needed to recognize patients with symptomatic Alzheimer Disease in clinical practice, stage the level of impairment, confirm the clinical diagnosis, and apply this information to advance therapeutic decision making. In this episode, Aaron Berkowitz, MD, PhD, FAAN, speaks with Gregory S. Day, MD, MSc, MSCI, FAAN, author of the article “Diagnosing Alzheimer Disease,” in the Continuum December 2024 Dementia issue. Dr. Berkowitz is a Continuum® Audio interviewer associate chief medical information officer at the Cleveland Clinic in Cleveland, Ohio. Dr. Day is an associate professor in the Department of Neurology at Mayo Clinic Florida in Jacksonville, Florida. Additional Resources Read the article: Diagnosing Alzheimer Disease Subscribe to Continuum: shop.lww.com/Continuum Earn CME (available only to AAN members): continpub.com/AudioCME Continuum® Aloud (verbatim audio-book style recordings of articles available only to Continuum® subscribers): continpub.com/Aloud More about the American Academy of Neurology: aan.com Social Media facebook.com/continuumcme @ContinuumAAN Host: @AaronLBerkowitz Guest: @GDay_Neuro Full episode transcript available here Dr Jones: This is Doctor Lyell Jones, Editor-in-Chief of Continuum, the premier topic-based neurology clinical review and CME journal from the American Academy of Neurology. Thank you for joining us on Continuum Audio, which features conversations with Continuum's guest editors and authors, who are the leading experts in their fields. Subscribers to the Continuum journal can read the full article or listen to verbatim recordings of the article and have access to exclusive interviews not featured on the podcast. Please visit the link in the episode notes for more information on the article, subscribing to the journal, and how to get CME. Dr Berkowitz: This is Dr Aaron Berkowitz, and today I have the pleasure of interviewing Dr Gregory Day about his article on Alzheimer disease, which appears in the December 2024 Continuum issue on dementia. Welcome to the podcast, Dr Day. Would you mind introducing yourself to our audience?  Dr Day: Thanks very much, Aaron. I'm Gregg Day. I'm a behavioral neurologist at Mayo Clinic in Jacksonville, Florida, which means that my primary clinical focus is in the assessment of patients presenting typically with memory concerns and dementia in particular. Dr Berkowitz: Fantastic. Well, as we were talking about before the interview, I've heard your voice many times over the Neurology podcast and Continuum podcast. I've always learned a lot from you in this rapidly changing field over the past couple of years, and very excited to have the opportunity to talk to you today and pick your brain a little bit on this very common issue of evaluating patients presenting with memory loss who may have concerns that they have dementia and specifically Alzheimer disease. So, in your article, you provide a comprehensive and practical approach to a patient presenting for evaluation for possible dementia and the question of whether they have Alzheimer disease. The article is really packed with clinical pearls, practical advice. I encourage all of our listeners to read it. In our interview today, I'd like to talk through a theoretical clinical encounter and evaluation so that I and our listeners can learn from your approach to a patient like this. Let's say we have a theoretical patient in their seventies who comes in for evaluation of memory loss and they and/or their family are concerned that this could be Alzheimer disease. How do you approach the history in a patient like that? Dr Day: It's a great way to approach this problem. And if you're reading the article, know that I wrote it really with this question in mind. What would I be doing, what do we typically do, when we're seeing patients coming with new complaints that concern the patient and typically also concern those that know the best? So be that a family member, close friend, adult child. And in your scenario here, this seventy year old individual, we're going to use all the information that we have on hand. First off, really key, if we can, we want to start that visit with someone else in the room. I often say when talking to individuals who come alone that there's a little bit of irony in somebody coming to a memory assessment alone to tell me all the things they forgot. Some patients get the joke, others not so much, but bringing someone with them really enhances the quality of the interview. Very important for us to get reliable information and a collateral source is going to provide that in most scenarios. The other thing that I'm going to start with, I'm going to make sure that I have appropriate time to address this question. We've all had that experience. We're wrapping up a clinical interview, maybe one that's already ran a little bit late and there's that one more thing that's mentioned on the way out the door: I'm really concerned about my memory or I'm concerned about mom 's memory. That's not the opportunity to begin a memory assessment. That's the opportunity to schedule a dedicated visit. So, assuming that we've got someone else in the room with us, we've got our patient of interest, I'm going to approach the history really at the beginning. Seems like an easy thing to say, but so often patients in the room and their caregivers, they've been waiting for this appointment for weeks or months. They want to get it out all out on the table. They're worried we're going to rush them through and not take time to piece it together. And so, they're going to tell you what's going on right now. But the secret to a memory assessment, and particularly getting and arriving at an accurate diagnosis that reflects on and thinks about cause of memory problems, is actually knowing how symptoms began. And so, the usual opening statement for me is going to be: Tell me why you're here, and tell me about the first time or the first symptoms that indicated there was an ongoing problem. And so, going back to the beginning can be very helpful. This article is focused on Alzheimer disease and our clinical approach to the diagnosis of Alzheimer disease. And so, what I'm going to expect in a patient who has a typical presentation of Alzheimer disease is that there may be some disagreement between the patient and the spouse or other partners sitting in the room with me about when symptoms began. If you've got two partners sitting in the room, maybe an adult child and a spouse, there may be disagreement between them. What that tells me is at the onset, those first symptoms, they're hard to pin down. Symptoms typically emerge gradually in patients with symptomatic Alzheimer disease. They may be missed early on, or attributed or contributed to other things going on in the patient's time of life, phase of life. It's okay to let them sort of duke it out a little bit to determine, but really what I'm figuring out here is, are we talking about something that's happened across weeks, months or more likely years? And then I'm going to want to listen to, how did symptoms evolve? What's been the change over time? With Alzheimer disease and most neurodegenerative diseases, we expect gradual onset and gradual progression, things becoming more apparent. And at some point, everyone in the room is going to agree that, well, as of this state, there clearly was a problem. And then we can get into talking about specific symptoms and really begin to pick that apart the way that we traditionally do in any standard neurological assessment. Dr Berkowitz: Fantastic. And so, what are some of the things you're listening for in that history that would clue you in to thinking this patient may indeed be someone who could have Alzheimer's disease and going to require a workup for that diagnosis? Dr Day: It's pretty common when I have new trainees that come to clinic, they just head into the exam room and they sort of try to approach it the way that we would any patient in the emergency department or any other clinical scenario. The challenge with that is that, you know, we're taught to let the patient speak and we're going to let the patient speak - open-ended questions are great - but there's only so many questions you need to sort out if someone has a memory problem. And memory is really only one part, one component, of a thorough cognitive evaluation. And so, I'm going to help by asking specific questions about memory. I'm going to make sure that there is memory challenges there. And whenever possible, I'm going to solicit some examples to back that up, add credibility and sort of structure to the deficits. I'm also going to choose examples that help me to understand how does this concern, or this complaint, how does that actually affect the patient in their day-to-day life? Is it simply something that they're aware of but yet hasn't manifested in a way that their partner knows about? Is it to a level where their partner's actually had to take over their responsibility? It's causing some difficulties, disability even, associated with that. That's going to be important for me as I try to understand that. So, I'll ask questions when it comes to memory, not just, you know, do you forget things, but do you manage your own medications? You remember to take those in the morning? Do you need reminders from your partner? What about appointments; health appointments, social appointments? Are you managing that on your own? Sometimes we need a little bit of imagination here. Partnerships, and particularly those who have been together for a long time, it's natural that different people are going to assume different responsibilities. And so, might have to say, Imagine that you went away for the weekend. Would you worry about your partner remembering to take their medications over that time frame? That can help to really solidify how much of an impact are these challenges having on a day-to-day basis. I may ask questions about events, something that they maybe did a couple of weeks ago. Is the patient likely to remember that event? Are they going to forget details? Maybe the most important of all, with each of these, when there's a yes or an affirmation of a problem, we want to be clear that this represents a change from before. We all have forgetfulness. Happens on a day-to-day basis, and we all pay attention to different details, but what we're concerned about and typically the reasons patients want to come and see us as neurologists is because they've noticed a change. And so, I'm going to focus in on the things that represent a change from before. After I've discussed memory, I think it's really important to talk about the other domains. So, how is judgment affected? Decision-making?  In a practical way, we often see that borne out in financial management, paying the bills. Not just paying them on time and consistently, but making wise choices when it comes to decisions that need to be made. You're out at a restaurant. Can you pay the bill? Can you calculate a tip? Can you do that as quickly and as efficiently as before? Are we starting to see a breakdown in decision-making abilities there? We can sometimes lump in changes in behavior along with judgment as well. The patient that you know, maybe isn't making wise choices, they've picked up the phone and given their social security number out to someone that was calling, seeming to be well-meaning. Or maybe they've made donations to a few more institutions than they would have otherwise? Again, out of- out of order. Again, something that could be atypical for any individual. Looking for behavioral changes along with that as well. And then I'm going to talk about orientation. What's their ability to recognize days of the week, date of the month? Do they get lost? Is there concerns about wayfinding? Thinking about that, which is really a complex integration of some memory, visuospatial processing, judgment, problem solving, as we look to navigate our complex world and find our way from point A to B. And then I like to know, you know, what are they doing outside of the home? What are they doing in the community? How are they maintaining their engagement? Do they go to the store? Do they drive? An important topic that we may need to think about later on in this patient 's assessment. And inside the home? What responsibilities do they maintain there? Are the changes in decision making, memory problems, are they manifesting in any lost abilities inside the home? Cooking being a potentially high-risk activity, but also using typical appliances and interacting with technology, in a way that we are all increasingly, increasingly doing and increasingly reliant on. And last but not least, you know, maybe the one that everyone wants to think about, well, I can still manage all of my own personal care. Well, good news that many of our patients who have early symptoms can manage their own personal care. Their activities of daily living are not the big problem. But we do want to ask about that specifically. And it's not just about getting in the shower, getting clean, getting out, getting your teeth brushed. Do you need reminders to do that? Do you hop in the shower twice because you forgot that you'd already been in there once during the day? And so, asking some more of those probing questions there can give us a little bit more depth to the interview and really does sort of round out the overall comprehensive history taking in a patient with a memory or cognitive concern. Dr Berkowitz: Fantastic. That was a comprehensive master class on how to both sort of ask the general questions, have you noticed problems in fill in the blank memory, judgment, behavior, orientation, navigation and to sort of drill down on what might be specific examples if they're not offered by the patient or partner to try to say, well, in this domain, tell me how this is going or have you noticed any changes because the everyone's starting from a different level cognitively based on many factors. Right? So, to get a sense of really what the change is in any of these functions and how those have impacted the patient's daily life. So, let's say based on the history, the comprehensive history you've just discussed with us, you do find a number of concerning features in the history that do raise concern for dementia, specifically Alzheimer's disease. How do you approach the examination? We have the MoCA, the mini-mental. We have all of these tools that we use. How do you decide the best way to evaluate based on your history to try to get some objective measure to go along with the more subjective aspects of the history that you've ascertained? Dr Day: And you're honing in on a really good point here, that the history is one part of the interview or the assessment. We really want to build a story and potentially and hopefully a consistent story. If there are memory complaints, cognitive complaints from history, from reliable- that are supported by reliable collateral sources, we're going to expect to see deficits on tests that measure those same things. And so, I think that question about what neuropsychological measures or particular bedside tests can we integrate in our assessment is a good one. But I'll say that it's not the end-all-be-all. And so, if you've got a spouse, someone that lives with an individual for twenty or thirty years, and they're telling you that they notice a change in daily activity and it's impairing their day to day function, or where there's been some change or some concern at work, that's going to worry me more than a low score on a cognitive test with a spouse saying they haven't noticed any day-to-day impact. And so, we're going to take everything sort of in concert and take it all together. And it's part of our job as clinicians to try to process that information. But often we're going to see corroborating history that comes from a bedside test. He named a few that our listeners are probably pretty familiar with. I think they're the most common ones that are used. The Mini-Mental State Exam, been in practice for a long time. All the points add up to thirty and seems to give a pretty good sample of various different cognitive functions. The Montreal Cognitive Assessment, another favorite; a little bit more challenging of a test, I think, if we're if we're looking at how people tend to perform on it. And like the MMSE, points add up to thirty and gives a pretty good sample. There are others that are out there as well, some that are available without copyright and easy for use in clinical practice. The Saint Louis Mental Status Exam comes to mind. All these tests that we're willing to consider kind of share that same attribute. They can be done relatively quickly. They should sample various different aspects of function. There should be some component for language reading, spoken, spoken word, naming items, something that's going to involve some kind of executive function or decision making, problem solving. Usually a memory task where you're going to remember a set of words and be asked to recall that again later. So, learn it, encode it, and recall it later on. And then a few other features, I mean, some of them, these tests, most of these tests use some sort of drawing tasks so that we can see visuospatial perception and orientation questions about date, time, location, sort of the standard format. Any of these tests can be used aptly in your practice. You're going to use the one that you're most comfortable with, that you can administer in a reasonable amount of time and that seems to fit with your patient population. And that's the nuance behind these tests. There are many factors that we have to take into account when we're picking one and when we're interpreting the test results. These tests all generally assume that patients have some level of traditional sociocultural education that is westernized for the most part. And so, not great tests for people that aren't well into integrated into the community, maybe newcomers to the United States, those that have English as a second, third, or fourth language, as many of our patients do. Statements like no ifs, ands, or buts may not be familiar to them and may not be as easy to repeat, recall and remember. And so, we want to weigh these considerations. We may need to make some adjustments to the score, but ideally, we're going to use these tests and they're going to show us what we expect and we're going to try to interpret that together with the history that we've already ascertained. When I obtain that history and I'm thinking about memory loss, I'm going to look at the specific domain scores. And so, if I'm using the mini mental state examination thirty point test, but three questions that relate to relate to recall. Apple, penny, table. And so, depending on how our patients do on that test, they could have an overall pretty good score. Twenty seven. Oh, that looks good. You're in the normal range according to many different status. But if I look at that and there's zero out of three on recall, they could not remember those three items, that may support the emergence of a memory problem. That may corroborate that same thing on the MoCA, which uses five-item recall, and other tests in those same parameters. I mentioned some other caveat cities testing. Are patients who are presenting with prominent language deficits important part of cognition. They can't get the words out. They can't frame their sentences. They may really struggle with these tests because a lot of them do require you to both understand verbal instructions and convey verbal instructions. People with prominent visual problems, either visual problems that come because of their neurodegenerative disease and so part of cognition, visual perceptual problems, or people who simply have low vision. Are there difficulties for that? These tests require many people to read and execute motor commands, to draw things, to follow lines and connect dots, all very difficult in that setting. And so, we have to be cautious about how we're interpreting test results in patients who may have some atypical features or may arrive with sort of preexisting conditions that limit our ability to interpret and apply the test to clinical practice.  Dr Berkowitz: Really fantastic overview of these tests, how to use them, how to interpret them. It's not all about the number. As you said, it depends if all the points are lost in one particular domain, that can be salient and then considering, as you said, the patient 's background, their level of education, where English falls in their first language, second, third or fourth, as you said, and then some of the aspects of the MoCA, right, are not always as culturally sensitive since it's a test designed in a particular context. So, let's say your history and exam are now concerning to you, that the patient does indeed have dementia. Tell us a little bit about the next steps in the laboratory neuroimaging evaluation of such a patient?  Dr Day: I've got a history of memory and thinking problems. I've got some corroborating evidence from bedside cognitive testing, a normal neurological exam. This is where we think about, well, what other tests do we need to send our patients for? Blood testing really can be pretty cursory for most patients with a typical presentation who have typical risk factors, and that can include a thyroid study and vitamin B12. So, measuring those in the blood to make sure that there's no other contributions from potential metabolic factors that can worsen, exacerbate cognitive function. And pretty easy to do for the most part, if patients have other things in their history, maybe they come from a high-risk community, maybe they engage in high risk behaviors, I may think about adding on other tests that associate with cognitive decline. We'll think about the role of syphilis, HIV, other infections. But generally, that's when it's driven by history, not a rule of thumb for me in my typical practice. But beyond the blood tests, neuroimaging, some form of structural brain imaging is important. A CT scan will get you by. So, if you have a patient that can't get in the scanner for one reason or another or won't get in the scanner, or you don't have easy access to an MRI, a CT scan can help us in ruling out the biggest things that we're looking for. That's strokes, hemorrhages, and brain masses. So other things that obviously would take us down a very different path, very different diagnosis and very different treatment approach. An MRI, though, is going to be preferred, not only because it gives us a much higher-resolution view, but also because it helps us to see sort of regional areas of atrophy. It's a sensitive scan to look for small vessel disease, tiny strokes, tiny bleeds, microhemorrhages that again might point towards meteorology for us. Of course, it's better at finding those small masses, whether they be metastasis or primary masses, that could give us something else to consider in our diagnostic evaluation. I get an odd question often from patients, well, can you see Alzheimer's disease on an MRI? And the true answer to that is no, you can't. Can we see the signs of Alzheimer's disease? Sure, in some patients, but really what we see on an MRI is a reflection of neurodegeneration. And so, we see evidence of tissue loss and typically in areas that are most often involved early on in Alzheimer's disease. The hippocampus, the entorhinal areas around the hippocampus, we may see atrophy there. We may see biparietal atrophy, and of course, as the disease progresses, we're going to see atrophy distributed throughout other areas of the brain. But if you're looking for atrophy, you've got to have a pretty good idea what's normal for age and what you expect in that patient population. So, I do encourage clinicians who are assessing patients routinely, look at your own images, look at the images for patients with and without cognitive impairment. So we develop a pretty good sense for what can be normal for age, and of course work with our colleagues in radiology who do this for a living and generally do an excellent job at it as well.  Dr Berkowitz: Perfect. So, you're going to look for the so-called reversible causes of dementia with serum labs, structural imaging to either rule out or evaluate for potential structural causes that are not related to a neurodegenerative condition or patterns of regional atrophy suggestive of a neurodegenerative condition, and maybe that will point us in an initial direction. But the field is rapidly expanding with access to FDG-PET, amyloid PET, CSF biomarkers, genetic testing for APOE 4, probably soon to be serum biomarkers. So, patients may ask about this or a general neurologist referring to your clinic may ask, who should get these tests? When should we think about these tests? How do you think about when to send patients for advanced imaging, CSF biomarkers, genetic testing for APOE 4? Dr Day: It's not that patients may ask about this. Patients will ask about this. And you've probably experienced that in your own world as well. They're going to ask about any of these different biomarkers. Certainly, whatever they've recently read or has been covered on television is going to be common fodder for consideration in the clinic environment. It's important to know what tests you can get, what reliable tests that you can get, and to know the differences between some of these tests when making a recommendation or weighing the pros and cons of doing additional testing. I think common practice principles apply here. Let's order tests that are going to change our next steps in some way. And so, if we have a patient, particularly a patient like the one that we've been talking about: seventy something year old, presenting with memory complaints, they're concerned, the family is concerned. We've got that history, physical exam, and now we may need to really hone in on the etiology. Well, I say may need because for that patient it may be enough to know, yeah, I agree, there's a problem here. And I can say it's an amnestic, predominant, gradual-onset progressive cognitive decline. This is probably Alzheimer disease based on your age. And maybe that's all they want to hear. Maybe they're not ready to pursue additional testing or don't see the value or need for additional testing because it's not going to change their perspective on treatment. In that case, it's okay to apply an often underrated test, which is the test of time. Recognizing this is a patient I can follow. I can see them in six months or twelve months, depending on what your clinic schedule allows. If this is Alzheimer disease, I'm going to expect further gradual progression that may affirm the diagnosis. We can think about symptomatic therapies for a patient like that, perhaps Donepezil as an early, early medication that may help with symptoms somewhat and we can leave it at that for the time being. But there's many scenarios where that patient or the family member says, look, I really need to know. We really want this answer. And as you pointed out, there are good tests and increasingly good tests that we have access to.  Dr Berkowitz: Well, that's a very helpful overview of the landscape of more precise diagnostic testing for Alzheimer disease specifically and how you think about which tests to order and when based on your pretest probability and the patient 's candidacy for some of these new potential therapies. To close here, as you said, treatment is discussed in another podcast. There's another article in this issue. So, we won't get into that today. But let's say you have gotten to the end of the diagnostic journey here. You are now convinced the patient does have Alzheimer's disease. How do you present that diagnosis to the patient and their family? Dr Day: I think here we're going to recognize that different styles align with different patients and families, and certainly different clinicians are going to have different approaches. I do tend to take a pretty direct approach. By the time that patients are coming to see me, they've probably already seen another neurologist or at least another physician who's maybe started some of the testing, maybe even built the foundation towards this diagnosis and shared some indications. Certainly, when they look up my profile before they come to see me, they know what I specialize in and so, they may even have done their own research, which has ups and downs in terms of the questions that I'll be faced with at that point in time. The way I like to start is first acknowledging the symptoms. And the symptoms that the patients have shared with me, recognizing if those symptoms are impacting daily life, how they impacted daily life, and usually using that information to synthesize or qualify the diagnosis. Is there cognitive impairment, yes or no? And at what level is that cognitive impairment? Is this mild cognitive impairment? Is this mild dementia? Is it maybe more moderate or severe dementia? So, using those terms directly with patients and explaining the meaning of them. But I then transition in relatively quickly to the important point of not leaving it at the syndrome, but actually thinking about the cause. Because it is cause that patients come to talk about. And if they don't say that directly, they say it in their next question, which is what are we going to do about it and how are we going to treat this? And so, I will use the information I have available at that time to suggest that based on your age, based on the history, the normal physical examination, the performance and the bedside testing that we've done. And hey, that's pretty normal structural imaging or imaging that only shows a little bit of atrophy in a few areas. I think that this condition is most consistent with symptomatic Alzheimer's disease, mild cognitive impairment due to Alzheimer's disease, or mild dementia due to Alzheimer's disease. And then I'll discuss the next options in terms of testing and try to get a feel of what our patients are thinking about when it comes to treatment. Do they want to be on the cutting edge with brand-new therapies that offer potential benefits but counterbalance by pretty substantial risks that warrant individualized discussions? Are they interested in symptomatic therapies? Would that be appropriate for them? And I can usually round out the discussion with advice that works for everyone. And that's where we talk about the importance of brain health. What are the other things that I should be doing, you should be doing, and our patients and their partners should be doing as well to maintain our brain in its best possible state as we hope that we all continue to age and look towards the future where we maintain our cognition as best as possible? And that is still the goal. Even when we're talking to patients who have neurodegenerative diseases that are working against our efforts, we still want to do what we can to treat other problems, to evaluate for other problems that may be contributing to decline and may be amenable to our management as well.  Dr Berkowitz: Well, thank you so much for taking the time to speak with us today. I've learned a lot from your very nuanced and thoughtful approach to taking the history, performing the examination, making sense of cognitive tests and how they fit into the larger picture of the history and examination, and thinking about which patients might be candidates for more advanced imaging as we try to make a precise diagnosis in patients who may be candidates and interested in some of the potential novel therapies, which we both alluded to a few times, but are deferring to another podcast that we'll delve more deeply into that topic in this series. So, thank you so much again, Dr Day. Again, I've been interviewing Dr Gregory Day from the Mayo Clinic, whose article on Alzheimer's disease appears in the most recent issue of Continuum on Dementia. Be sure to check out Continuum Audio episodes from this and other issues. And thank you so much to our listeners for joining today. Dr Monteith: This is Dr Teshamae Monteith, associate editor of Continuum Audio. If you've enjoyed this episode, you'll love the journal, which is full of in-depth and clinically relevant information important for neurology practitioners. Use this link in the episode notes to learn more and subscribe. AAN members, you can get CME for listening to this interview by completing the evaluation at continpub.com/AudioCME. Thank you for listening to Continuum Audio.

Alles auf Aktien
Die Neuwahl-Gewinner und die Aufsteiger-Aktien des Smart-Money

Alles auf Aktien

Play Episode Listen Later Nov 25, 2024 20:10


In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Trumps neuen Finanzminister und die Folgen für die Börse, die Tech-Rotation und was diese Woche sonst noch wichtig wird. Außerdem geht es um SAP, Siemens, Deutsche Telekom, Bechtle, Kion Group, Grenke, Jungheinrich, SGL Carbon, Bilfinger, Cancom, Sixt, Wacker Chemie, DHL, E.on, Takkt, Ionos, Secunet, Vossloh, Gesco, Warner Bros Discovery, Comcast Corp, Paramount Global, United Airlines, Delta Air Lines, Vistra, Talen Energy, Vertiv Holdings, Flutter Entertainment, Kellanova, Smartsheet, Expedia, Booking, Carvana, Ansys, Discover Financial, EQT, Paypal, AppLovin, Core Scientific, Tesla, Upstart, MSCI, JD.com, Hilton Worldwide, iShares Bitcoin Trust ETF (WKN: A3ERHE) und US Global Jets ETF (WKN: A14ZEZ). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Practice Point Communications
Episode 2 - Ask the Expert: Emerging Evidence to Improve Outcomes in Vitiligo - Vitiligo: No Decision About Me Without Me

Practice Point Communications

Play Episode Listen Later Nov 21, 2024 26:15


Vitiligo is a relatively common acquired pigmentation disorder. The therapeutic effect of all the treatment modalities varies considerably from individual to individual. As such, treatment must be individualized. Moreover, vitiligo can carry significant psychosocial impact. Healthcare providers play a crucial role in shaping patients' understanding of their condition, approach to treatment, and coping mechanisms. In this podcast series, Dr. Raj Chovatiya, along with his patient, will discuss ways to individualized treatment strategies and improve holistic care of patients with vitiligo.Launch Date: November 21, 2024Release Date: November 21, 2024Expiration Date: October 31, 2025FACULTYRaj Chovatiya, MD, PhD, MSCI, FAADClinical Associate ProfessorRosalind Franklin University Chicago Medical SchoolFounder and DirectorCenter for Medical Dermatology + Immunology ResearchChicago, ILThis podcast provides accredited continuing education credits.  To receive your credit, please read the accreditation information provided at this link below prior to listening to this podcast.https://www.practicepointcme.com/CMEHome/ask-the-expert-emerging-evidence-to-improve-outcomes-in-vitiligo

The John Batchelor Show
1/2: ANTISEMITISM: MSCI & what is to be done?. Richard Goldberg, FDD

The John Batchelor Show

Play Episode Listen Later Nov 16, 2024 11:54


1/2: ANTISEMITISM: MSCI & what is to be done?. Richard Goldberg, FDD 1860 Jerusalem

The John Batchelor Show
2/2: ANTISEMITISM: MSCI & what is to be done?. Richard Goldberg, FDD

The John Batchelor Show

Play Episode Listen Later Nov 16, 2024 5:54


2/2: ANTISEMITISM: MSCI & what is to be done?. Richard Goldberg, FDD 1905 Jerusalem

The John Batchelor Show
PREVIEW: ANTISEMITISM: Colleague Richard Goldberg of FDD explains how market research services such as Morningstar and MSCI employ anti-Israel agitprop in ESG advising. More tonight.

The John Batchelor Show

Play Episode Listen Later Nov 15, 2024 1:49


PREVIEW: ANTISEMITISM: Colleague Richard Goldberg of FDD explains how market research services such as Morningstar and MSCI employ anti-Israel agitprop in ESG advising.  More tonight. 1860 Jerusalem

Practice Point Communications
Episode 1 - Ask the Expert: Emerging Evidence to Improve Outcomes in Vitiligo - Personalized Care: Treating Individuals with Vitiligo

Practice Point Communications

Play Episode Listen Later Nov 14, 2024 23:28


Vitiligo is a relatively common acquired pigmentation disorder. The therapeutic effect of all the treatment modalities varies considerably from individual to individual. As such, treatment must be individualized. Moreover, vitiligo can carry significant psychosocial impact. Healthcare providers play a crucial role in shaping patients' understanding of their condition, approach to treatment, and coping mechanisms. In this podcast series, Dr. Raj Chovatiya, along with his patient, will discuss ways to individualized treatment strategies and improve holistic care of patients with vitiligo.Launch Date: November 14, 2024Release Date: November 14, 2024Expiration Date: October 31, 2025FACULTYRaj Chovatiya, MD, PhD, MSCI, FAADAssistant Professor of DermatologyNorthwestern University Feinberg School of MedicineChicago, ILThis podcast provides accredited continuing education credits.  To receive your credit, please read the accreditation information provided at this link below prior to listening to this podcast.https://www.practicepointcme.com/CMEHome/ask-the-expert-emerging-evidence-to-improve-outcomes-in-vitiligo

PVRoundup Podcast
A Personalized Approach to Treating Patients With ANCA‑Associated Vasculitis

PVRoundup Podcast

Play Episode Listen Later Nov 13, 2024 11:05


Michael Putman, MD, MSci and Zachary Wallace, MD, MSc discuss a personalized approach to managing the treatment of patients with ANCA-associated vasculitis, including the role of ANCA type and titers and their impact on flare risk and treatment decisions.

PVRoundup Podcast
Induction Therapy in Patients With ANCA-Associated Vasculitis Part 1: Induction Chemotherapy

PVRoundup Podcast

Play Episode Listen Later Nov 8, 2024 15:34


Michael Putman, MD, MSci and Zachary Wallace, MD, MSc review induction chemotherapy in patients with ANCA-associated vasculitis, focusing on the use of cyclophosphamide and rituximab.

The Bid
The Race For Innovations In ETFs and Index Investing

The Bid

Play Episode Listen Later Nov 1, 2024 20:00


Innovation in the investment industry is a hot topic thanks to the rise of things like AI, shifting investor demand, and volatile markets that are requiring more agility from investors. Today we'll be exploring the innovations driving both the ETF Market and Index investing more broadly, examining the latest trends and challenges facing investors, and how technology is playing a role in shaping these products.Joining Oscar live in London at BlackRock's annual UK Wealth Investors Forum is Manuela Sperandeo, Head of Product for iShares in EMEA and Stuart Doole, global head of Equity investing research at MSCI, an investment research firm that provides stock indexes, portfolio risk, and performance analytics.Sources: ‘Global ETF assets reach $11 trillion', Investment News, February 2024 Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. Actively managed funds do not seek to replicate the performance of a specified index, may have higher portfolio turnover, and may charge higher fees than index funds due to increased trading and research expenses. The iShares ETFs that are registered with the US Securities and Exchange Commission are distributed in the US by BlackRock Investments, LLC. This material does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. BlackRock Is not affiliated with MSCI.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.

Plant Based Briefing
910: [Part 2] Dr. Denis Burkitt: A Wide Angle View of the Proverbial Elephant by Rachel Bordoli at NutritionStudies.org

Plant Based Briefing

Play Episode Listen Later Oct 18, 2024 9:11


[Part 2] Dr. Denis Burkitt: A Wide Angle View of the Proverbial Elephant by Rachel Bordoli at NutritionStudies.org   Original post: https://nutritionstudies.org/dr-denis-burkitt-a-wide-angle-view-of-the-proverbial-elephant/  RELATED EPISODES: 900: How Did the Carnivore Diet Become So Popular? by Nelson Huber-Disla at NutritionStudies.org 897: 95% of Americans Are Missing a Key Nutrient for Curbing Chronic Inflammation by Dana Huedpohl at ForksOverKnives.com 884: Why You Probably Don't Need a Probiotic Supplement by Courtney Davison at ForksOverKnives.com 877: Eating Too Much Hummus Can Be Dangerous. Here's Why You Should Eat It Anyway by Tanya Flink at VegNews.com 866: How to Prevent a Stroke by Dr. Michael Greger at NutritionFacts.org 793: [Part 2] The Importance of Fiber in Gut Health and Hormonal Balance by Ocean Robbins at FoodRevolution.org 792: [Part 1] The Importance of Fiber in Gut Health and Hormonal Balance by Ocean Robbins at FoodRevolution.org 788: ‘Diverticulosis: When Our Most Common Gut Disorder Hardly Existed' and 'Does Fiber Really Prevent Diverticulosis?' By Dr. Michael Greger at NutritionFacts.org 634: [Part 2] Are Starches Good or Bad? By Ocean Robbins at FoodRevolution.org 633: [Part 1] Are Starches Good or Bad? By Ocean Robbins at FoodRevolution.org 542: Dr. Stephanie Peacock's Top Foods for Gut Health by Stephanie Peacock at NutritionStudies.org 499: [Part 2] 5 Simple Ways to Improve Kids' Gut Health Using Diet & Lifestyle by Ocean Robbins at FoodRevolution.org 498: [Part 1] 5 Simple Ways to Improve Kids' Gut Health Using Diet & Lifestyle by Ocean Robbins at FoodRevolution.org 436: Losing Weight on a Plant-Based, Vegan Diet: Tips for Success by Karen Asp at ForksOverKnives.com 420: The Potential Harm in Unnecessary Gluten-Free Diets by Dr. Michael Greger at NutritionFacts.org 320: ‘How to Keep Your Microbiome Healthy with Prebiotic Foods' & ‘The Five-to-One Fiber Rule' by Dr. Michael Greger at NutritionFacts.org 319: Lose Two Pounds in One Sitting: Taking the Mioscenic Route by Dr. Michael Greger at NutritionFacts.org 269: Fiber Fueled - The Key to a Strong Immune System. By Will Bulsiewicz, MD, MSCI at NutritionStudies.org 250: [Part 2] 5 Common Mistakes Plant-Based Eaters Make and How to Avoid Them by Ocean Robbins at FoodRevolution.org 249: [Part 1] 5 Common Mistakes Plant -Based Eaters Make and How to Avoid Them by Ocean Robbins at FoodRevolution.org 188: Where Do You Get Your Protein? By PlantPureCommunities.org 131: How to Support Your Immune System with a Plant Based Diet by Dana Hudepohl at ForksOverKnives.com 128: [Part 2] Gut-Health Promoting Foods and Recipes to Nourish Your Microbiome by Ocean Robbins at FoodRevolution.org 127: [Part 1] Gut-Health Promoting Foods and Recipes to Nourish Your Microbiome by Ocean Robbins at FoodRevolution.org   The T. Colin Campbell Center for Nutrition Studies was established to extend the impact of Dr. Campbell's life changing research findings. For decades, T. Colin Campbell, PhD, has been at the forefront of nutrition education and research. He is the coauthor of the bestselling book, The China Study, and his legacy, the China Project, is one of the most comprehensive studies of health and nutrition ever conducted. Their mission is to promote optimal nutrition through science-based education, advocacy, and research. By empowering individuals and health professionals, we aim to improve personal, public, and environmental health.   How to support the podcast: Share with others. Recommend the podcast on your social media. Follow/subscribe to the show wherever you listen. Buy some vegan/plant based merch: https://www.plantbasedbriefing.com/shop    Follow Plant Based Briefing on social media: Twitter: @PlantBasedBrief YouTube: YouTube.com/PlantBasedBriefing  Facebook: Facebook.com/PlantBasedBriefing  LinkedIn: Plant Based Briefing Podcast Instagram: @PlantBasedBriefing #vegan #plantbased #plantbasedbriefing #drburkitt #fiber #fibre #fiberman #fibreman #dietaryfiber #wholism “What Burkitt shared in that lunchtime talk started McDougall down a new path.” In the second half of this episode hear more about Dr Burkitt's influence on modern-day nutrition, including some ‘money quotes' from him including,  “America is a constipated nation . . . If you pass small stools, you have to have large hospitals.” By Rachel Bordoli at NutritionStudies.org @nutritionstudies   #vegan #plantbased #plantbasedbriefing #drburkitt #fiber #fibre #fiberman #fibreman #dietaryfiber #wholism  

The Lucas Rockwood Show
641: Understanding Fiber and Gut Health with Dr. Will Bulsiewicz

The Lucas Rockwood Show

Play Episode Listen Later Oct 9, 2024 34:46


Fiber is often overlooked in discussions about diet, weight loss, and immunity, but it shouldn't be. Fiber is essential for digestive health, improving gut motility, and regulating bowel movements. It's also key for weight management, as high-fiber foods are more filling. Research shows that fiber can reduce LDL cholesterol, potentially lowering the risk of heart disease. Additionally, fiber lowers the glycemic load of foods, helping to prevent metabolic syndrome and related conditions. Fiber also plays a crucial role in microbiome health, acting as a prebiotic to support the growth of beneficial gut bacteria, which positively impacts immune function, mental health, and more. The issue? Most of us don't eat enough fiber or a wide variety of plants. My guest on this podcast is a gastroenterologist who literally wrote the book on fiber and will share his insights on how to heal your gut. Listen and learn: About fiber, resistant starch, and polyphenols as prebiotics Why you should aim to eat 30 plant foods weekly The importance of colorful plant foods How fiber transforms into anti-inflammatory short chain fats in your gut The reward vs. risks of fecal transplants Links: Will's site ABOUT OUR GUEST Dr. Will Bulsiewicz, MD, MSCI, is a board-certified gastroenterologist, gut health expert, and New York Times bestselling author of Fiber Fueled. He is the US medical director of Zoe and founder of 38Tera. Like the Show? Leave us a review Check out our YouTube channel

SGO On the Go
Encouraging Self-Advocacy in the Cervical Cancer Journey

SGO On the Go

Play Episode Listen Later Oct 4, 2024 26:32


Let's do this -- This podcast features patient advocates who share their experiences and offer valuable insights from their journeys as cervical cancer patients and survivors. It is hosted by the Health Equity Subcommittee, a division of the SGO Diversity, Inclusion, and Health Equity (DIHE) Committee.Moderators:Lindsay Kuroki, MD, MSCI, Washington University Physicians, DIHE Health Equity subcommittee ChairNancy Zhou, MD, Rutgers Health - NJMS, DIHE Health Equity subcommittee Member Speakers:Mindy Dunn, Cancer SurvivorLinda Ryan, Cancer Survivor and Patient Advocate Resource Links:Foundation for Women's Cancer (FWC) Cervical Cancer: Your Guide 

I'd Love to Know
Understanding Skin Health and Advanced Dermatology with Murad Alam, MD

I'd Love to Know

Play Episode Listen Later Sep 27, 2024 58:51


Today we focus on the skin, with a wide ranging conversation featuring Northwestern Department of Dermatology's, Murad Alam, MD. Dr. Alam discusses aging, the role of UV exposure, skin cancer types and treatments, including Mohs surgery, and the latest in skin tightening and fillers. We also cover recent advancements in AI for skin cancer detection, the safety of sunscreen ingredients, and the potential of laser therapy and noninvasive procedures in aesthetic medicine.Dr. Alam is Vice Chair, Chief of Cutaneous and Aesthetic Surgery, and a professor in the Department of Dermatology at Northwestern University's Feinberg School of Medicine. He graduated from Yale for both undergrad and medical school and did his residency at Columbia University. He has also earned an MSCI from Northwestern and an MBA from their Kellogg School of Management. Dr. Alam has served as president of the Dermatologic Surgery Society, the American Society of Laser Medicine, and on the editorial board of the Journal of the American Academy of Dermatology. He is an accomplished author, with over 400 peer-reviewed scientific publications.(00:41) Introducing Dr. Murad Alam(03:20) Understanding Dermatology and Dermatologic Surgery(04:18) Types and Causes of Skin Cancer(11:46) Treatment Options for Skin Cancer(18:27) Advancements in Skin Cancer Treatment(22:10) Artificial Intelligence in Dermatology(26:33) When to See a Dermatologist(28:26) Improving Surgical and Traumatic Scars(32:42) Skin Tightening Procedures: Ultrasound, Radio Frequency, and Infrared(37:55) Fillers: Types, Techniques, and Safety(48:30) Low Light Therapy: Benefits and Home Devices(54:17) Sunscreen Safety and FDA Recommendations(56:30) Stem Cell TreatmentsIf there are topics that you are interested in learning more about, please visit MichaelJLeeMD.com.If you'd like to receive new episodes as they're published, please follow I'd Love to Know in Apple Podcasts, Spotify, or wherever you get your podcasts. If you enjoyed this episode, please consider leaving a review on Apple Podcasts or Spotify. It really helps others find the show.The information from this podcast does not constitute medical advice and is meant for basic informational purposes only. If you're interested in pursuing any of the therapies, supplements, or medications discussed here, please consult with your physician.Podcast episode production by Dante32.

OT Potential Podcast | Occupational Therapy EBP
#88: OT and Driving with Ganesh M. Babulal

OT Potential Podcast | Occupational Therapy EBP

Play Episode Listen Later Sep 5, 2024 65:30


The population of the United States is older than it has ever been. And, by 2050 the older adult population (>65 years) is projected to increase another 47% (from 58 million in 2022 to 82 million by 2050). This will transform many aspects of our society—and one change we need to prepare for is:The safety of older drivers. Because by 2050 the older adult population (>65 years) will make up 25% of all drivers.You may be aware that our youngest, newly licensed drivers are the most likely to be in a crash— but it is older drivers who are more likely to be in a fatal crash. In our featured article from JAMA gives a high-level overview of the complex driving needs of an older population—and tucked inside you'll see OT's role in helping to address these needs. After we review the article, we'll welcome one of the article's authors Ganesh M. Babulal, PhD, OTD, MSCI, MOT, who leads the DRIVES Project at Washington University School of Medicine in St. Louis. Through this project he is working to understand how preclinical Alzheimer's disease (AD) impacts driving behavior.You can find more details on this course here:https://otpotential.com/ceu-podcast-courses/ot-and-drivingHere's the primary research we are discussing:Addressing the complex driving needs of an aging population. Support the show

The Exam Room by the Physicians Committee
Salt and the Microbiome: How Sodium Affects Gut Health | Dr. Will Bulsiewicz

The Exam Room by the Physicians Committee

Play Episode Listen Later Jun 13, 2024 48:38


While we often link excess salt intake to heart disease and high blood pressure, the damage to the gut and microbiome is not to be overlooked.   Join Chuck Carroll and the master of gut health, Dr. Will Bulsiewicz, MD, MSCI, for a deep dive into the impact of sodium on your microbiome.   Tune in to discover: - How excessive salt intake can disrupt your gut bacteria and cause a host of health issues. - The effects of high-sodium diets on gut bacteria. - The role of potassium-rich foods in balancing sodium levels. - Tips to help you navigate the sodium minefield in everyday foods. - How to reduce salt without sacrificing flavor. - Dr. B's exciting announcement about his supplement company, 38Tera.   Don't miss this enlightening conversation that could change the way you think about salt and your health! — — SHOW LINKS — — Dr. Will Bulsiewicz 38Tera: https://38tera.com Online courses: https://theplantfedgut.com Fiber Fueled Cookbook: https://amzn.to/34y6GQP Instagram: https://www.instagram.com/theguthealthmd — — — Feast & Fallow Website: https://feastandfallow.com Instagram: https://www.instagram.com/feastandfallowcafe — — EVENTS — — International Conference on Nutrition in Medicine Where: Washington, DC — Grand Hyatt Date: August 15-17 Who: Drs. Neal Barnard, Dean Ornish, Alan Desmond, Gemma Newman, Jim Loomis, Thomas Campbell, Kristi Funk, and more! Tickets: https://www.pcrm.org/icnm — — — National Health Association Conference Where: Online Date: June 27-30 Who: Drs. Neal Barnard, Caldwell Esselstyn, Joel Fuhrman, Alan Goldhamer, Stephan Esser. Plus, Chuck Carroll, Ann and Jane Esselstyn, and more! Tickets: https://bit.ly/NHAConf2024 — — THIS IS US — — The Exam Room Podcast Instagram: https://www.instagram.com/theexamroompodcast — — — Chuck Carroll Instagram: https://www.instagram.com/ChuckCarrollWLC X: https://www.twitter.com/ChuckCarrollWLC Facebook: http://wghtloss.cc/ChuckFacebook — — — Physicians Committee Instagram: https://www.instagram.com/physicianscommittee Facebook: https://www.facebook.com/PCRM.org X: https://www.twitter.com/pcrm — — BECOME AN EXAM ROOM VIP — — - Exclusive early access to select interviews - Pre-sale opportunities for live event tickets - Exclusive live online events VIP sign up: https://www.pcrm.org/examroomvip — — SUBSCRIBE & SHARE — — 5-Star Success: Share Your Story Apple: https://apple.co/2JXBkpy​​ Spotify: https://spoti.fi/2pMLoY3 Please subscribe and give the show a 5-star rating on Apple Podcasts, Spotify, or many other podcast providers. Don't forget to share it with a friend for inspiration!