Podcasts about msci

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Latest podcast episodes about msci

Why Advice?
MSCI World ex Australia Small Cap Index VISM?

Why Advice?

Play Episode Listen Later Jul 30, 2025 10:50


Watch episode on youtube: https://youtu.be/iBJtKNVkDg4Published August 2024. In this episode of "What's the Risk?" we take a look at the historic performance of the MSCI World ex Australia Small Cap Index (net div., AUD), which is an index comprising international small companies. Some investors might be surprised to find the performance since inception has outpaced the large companies MSCI World ex Australia, since 1999, so we pose some questions on recency bias.Some people would know Vanguard's VISM as an ETF that attempts to track the return of the MSCI World ex Australia Small Cap Index (net div., AUD) before fees, expenses and tax.MSCI World ex Australia Small Cap Index (net div.) January 2001 - Present: MSCI World ex Australia Small Cap Index (net div.) Country Code AATotal Returns Net Dividends in AUD. Source: MSCI. MSCI data © MSCI 2024, all rights reserved.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ www.mfg.com.auMancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.

Long Term Investing - With Baskin Wealth Management
Adobe: Still a Creative Compounder

Long Term Investing - With Baskin Wealth Management

Play Episode Listen Later Jul 29, 2025 46:11


0:00 – Introduction5:06 – Tariffs removing regulatory scrutiny on Americantech9:03 – Importance of culture for long-term performance15:28 – Update on Adobe27:58 – Netflix's earnings34:26 – Domino's earnings39:06 – MSCI's earnings

Why Advice?
MSCI World ex Australia Index (Hedged) VGAD?

Why Advice?

Play Episode Listen Later Jul 25, 2025 11:49


Watch full video on youtube: https://youtu.be/XfKeFanBbhYPublished July 2024. In this episode of "What's the Risk?" we take a look at hedging via the historic performance of the MSCI World ex Australia Index (net div., Hedged to AUD) and we combined it in a 50/50 split with the unhedged version of the index.Some people would know the combination of the ETFs that seek to track the performance of these indices as the VGAD and VAS, so it's an interesting look back to see the effect currency can have on investment returns.We go back to the inception of the portfolio in 1988 to look at the ups and downs along the way. If you're looking for long term investment strategies using these indices may be of value to you.MSCI World ex Australia Index (net div., hedged to AUD)January 1988 – 12/2023: MSCI World ex Australia Index (Hedged to AUD, net div.) Total Return, Net Dividends Hedged to AUD Country Code AA. Source: MSCI. MSCI data © MSCI 2024, all rights reserved.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ www.mfg.com.auMancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.

Bloomberg Daybreak: Asia Edition
US and Japan Reach Trade Deal; Mag Seven in Focus

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Jul 23, 2025 19:17 Transcription Available


The record-breaking run in global stocks got fresh fuel to power the rally after the US reached a trade deal with Japan, an agreement with a key trading partner that eases concerns about the tariff war. MSCI's benchmark gauges for global equities and Asian shares both rose Wednesday. Contracts for the S&P 500 edged up on the tariff news after closing at its highest level Tuesday. Stocks in Japan jumped more than 2% with Toyota Motor Corp. and other automakers leading the gains. We break down the day's developments with David Aspell, Partner and Co-Chief Investment Officer at Mount Lucas Management. Plus - investors are also focused on megacap companies this week. Big Tech's strength will be on full display over the next few weeks as the group begins unveiling quarterly earnings. Tesla Inc. and Alphabet Inc. are reporting Wednesday. The so-called Magnificent Seven companies are expected to post a combined 14% rise in second-quarter profits, while earnings for the rest of the US equity benchmark are predicted to be relatively flat, according to Bloomberg Intelligence data. We discuss the role AI will play in those reports with Stephanie Leung, Chief Investment Officer at StashAway.See omnystudio.com/listener for privacy information.

SAGE Otolaryngology
Impact of Margins on Outcomes in HPV-Related Oropharyngeal Squamous Cell Carcinoma Treated With Surgery Only

SAGE Otolaryngology

Play Episode Listen Later Jul 23, 2025 23:06


Editor-in-Chief Cecelia E. Schmalbach, MD, MSc is joined by author Omar Karadaghy, MD, MSCI, and Associate Editor Sean Massa, MD, to discuss impact of surgical margin status in HPV-related oropharyngeal squamous cell carcinoma in "Impact of Margins on Outcomes in HPV-Related Oropharyngeal Squamous Cell Carcinoma Treated With Surgery Only,” which published in the July 2025 issue of Otolaryngology–Head and Neck Surgery. They talk about the potential for improved patient care by re-examining the standards for surgical margins. Click here to read the full article.

Why Advice?
MSCI World Index & ASX 300 the "VAS/VGS Split"

Why Advice?

Play Episode Listen Later Jul 23, 2025 9:28


Watch episode on youtube: https://youtu.be/4CUPOFwJ1IcFirst published June 2024. In this episode of "What's the Risk?" we take a look at the historic performance of the MSCI World ex Australia Index (net div., AUD) combined with the S&P/ASX 300 Index (Total Return).Some people would know the combination of the ETFs that seeks to track the performance of these indices as the VAS/VGS split, so it's an interesting look back through the 80's, 90's and 2000's before Vanguard's ETF's were in existence.So we go back to the inception of the portfolio in 1980 to look at the ups and downs along the way. If you're looking for long term investment strategies using these indices may be of value to you.S&P/ASX 300 Index (Total Return) 1/1980 - 12/2023. April 2000 - Present: S&P/ASX 300 Index (Total Return), Source: S&P June 1992 - March 2000: ASX 300 Accumulation Index, Source: ASX January 1980 - May 1992: ASX All Ordinaries Accumulation Index, Source: ASX Returns in AUD Copyright 2024 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.MSCI World ex Australia Index (net div., AUD) 1/1975 - 12/2024. January 1975 - present: MSCI World ex Australia Index (net div.) Total Returns Net Dividends in AUD Source: MSCI. Country Code: AA MSCI data © MSCI 2024, all rights reserved.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ www.mfg.com.auMancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.

Ransquawk Rundown, Daily Podcast
US Market Open: Stocks lower and DXY flat in quiet trade into a number of earnings

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 22, 2025 4:22


White House Press Secretary Leavitt said they could see more tariff letters for August 1st.European bourses are in the red and currently trade at session troughs, US equity futures also incrementally lower.DXY is flat awaiting fresh catalysts, whilst Antipodeans lag given the risk-tone.JGBs react to the election, bonds elsewhere have a bearish bias, Gilts lag.Crude moves in lockstep with risk while base metals remain cushioned.Looking ahead, US Richmond Fed Index, NBH Policy Announcement, Speakers including Fed Chair Powell & Bowman, ECB's Lagarde. Earnings from SAP, Intuitive, Capital One, Baker Hughes, Coca Cola, Lockheed Martin, Philip Morris, RTX, DR Horton, Northrop Gruman, Danaher, MSCI & Pulte.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
Europe Market Open: Mixed, but relatively contained trade into numerous earnings

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 22, 2025 3:34


APAC stocks traded mixed after failing to sustain the early upward momentum seen at the open following the fresh record intraday highs on Wall St.White House Press Secretary Leavitt said they could see more tariff letters for August 1st.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.4% after the cash market finished with losses of 0.3% on Monday.DXY is steady, JPY is the marginal laggard as Japan returns from holiday, EUR/USD failed to hold onto the 1.17 handle.Looking ahead, highlights include US Richmond Fed Index, NBH Policy Announcement, Fed Chair Powell & Bowman, ECB's Lagarde, BoE's Bailey, Supply from UK & Germany.Earnings from Akzo Nobel, ASM International, Dassault Aviation, Julius Baer, Lindt, SAP, Intuitive, Capital One, Baker Hughes, Coca Cola, Lockheed Martin, Philip Morris, RTX, DR Horton, Northrop Gruman, Danaher, MSCI & Pulte.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Bloomberg Daybreak: Asia Edition
US Rally Wanes Ahead of Tech Earnings; Japanese Shares Advance

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Jul 22, 2025 18:18 Transcription Available


The start of a busy week for Corporate America saw stocks giving up most of their gains, with traders looking for signs of resilience in earnings amid tariff risks. Treasury yields fell alongside the dollar. While the S&P 500 closed above 6,300 for the first time, the gauge rose just 0.1%. Energy shares joined a decline in oil. Chipmakers almost erased their advance as Nvidia Corp. slipped. Fellow megacaps Tesla Inc. and Alphabet Inc. will kick off the group's earnings season this week. The stakes will again be high as investors look for updates on artificial-intelligence spending. We break down the day's price action with Ed Butowsky, Managing Partner at Chapwood Investments. Plus - shares in Tokyo gained 1% as trading resumed after a public holiday Monday. The MSCI regional stock gauge advanced 0.3% in early trading. Market participants are focused on the performance of Japanese markets as investors weigh policy uncertainty after the ruling Liberal Democratic Party's historic loss in Sunday's elections. For a closer look, we hear from Sean Darby, Managing Director at Mizuho Securities Asia. He speaks with Bloomberg's Shery Ahn and Paul Allen on The Asia Trade.See omnystudio.com/listener for privacy information.

Why Advice?
MSCI World ex Australia Index Performance VGS?

Why Advice?

Play Episode Listen Later Jul 22, 2025 10:49


MSCI World ex Australia Index Performance | What's the Risk? 02View this episode on youtube: https://youtu.be/Oq56sC1b87YPublished June 2024. In this episode of "What's the Risk?" we take a look at the historic performance of the MSCI World ex Australia Index (net div., AUD). Some people would know the ETF that seeks to track the performance of this index as Vanguard's VGS ETF, so we go back to the inception of the index in 1975 to look at the ups and downs along the way. If you're looking for long term investment strategies using the MSCI World ex Australia Index might be of value to you.MSCI World ex Australia Index (net div., AUD) 1/1975 - 12/2024. January 1975 - present: MSCI World ex Australia Index (net div.) Total Returns Net Dividends in AUD Source: MSCI. Country Code: AA MSCI data © MSCI 2024, all rights reserved. Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ www.mfg.com.auMancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.

Institutional Real Estate, Inc. Podcast
Episode 1292: MSCI private capital benchmarks summary for Q1 2025

Institutional Real Estate, Inc. Podcast

Play Episode Listen Later Jul 21, 2025 28:49


Luke Flemmer, head of private assets at MSCI, joins the program to comment on the results of the survey, which analyzes the performance of various private market strategies, including buyouts, venture capital, private credit and real assets, based on dataset of more than 14,000 funds and $12 trillion in capitalization. (07/2025)

Institutional Real Estate, Inc. Podcast
Episode 1292: MSCI private capital benchmarks summary for Q1 2025

Institutional Real Estate, Inc. Podcast

Play Episode Listen Later Jul 21, 2025 28:49


Luke Flemmer, head of private assets at MSCI, joins the program to comment on the results of the survey, which analyzes the performance of various private market strategies, including buyouts, venture capital, private credit and real assets, based on dataset of more than 14,000 funds and $12 trillion in capitalization. (07/2025)

Alles auf Aktien
Musk schaltet in Wartime-CEO-Modus und 3 Anti-FOMO-Aktien

Alles auf Aktien

Play Episode Listen Later Jul 21, 2025 19:56


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Vergeltungs-Liste der EU, einen Öl-Deal mit Index-Folgen und das nächste Krypto-IPO. Außerdem geht es um Chevron, ExxonMobil, Hess, Block, MSCI, Enphase Energy, Frosta, Eurokia, CeWe, KSB, Cancom, Uzin Utz. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr 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. +++ 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

Dapper Dividends
#264~ 6 Cheap Dividend Stocks With 25%+ Returns

Dapper Dividends

Play Episode Listen Later Jul 20, 2025 34:53


This is the audio from a YouTube video: Discover 6 undervalued dividend stocks with exceptional returns on capital between 24% and 34%. As Charlie Munger explained, it's hard for a stock to outperform the underlying business, so why not invest in companies that are crushing it with their capital efficiency? In this video, I'll break down Ross Stores, Donaldson Company, Zoetis, Alphabet, MSCI, and A.O. Smith using Simply Safe Dividends data. Three of these are Dividend Aristocrats with decades of proven dividend growth, while others offer exciting growth potential. From off-price retail to animal health to tech giants, these quality companies span multiple sectors while maintaining strong dividend policies and low payout ratios. Perfect for dividend investors seeking both income and long-term growth potential. Remember, past performance doesn't predict the future, but these businesses know how to generate serious returns on shareholder capital. ... You can find the video ⁠HERE⁠.Timestamps:00:00 Intro06:34 A.O. Smith (AOS)12:27 Donaldson Co. (DCI)15:57 Alphabet (GOOGL)19.50 Ross Stores (ROST)24:01 MSCI (MSCI)28:39 Zoetis (ZTS)Email Russ:

Deffner & Zschäpitz: Wirtschaftspodcast von WELT
Besser als der MSCI World? So funktioniert der neue Welt-ETF

Deffner & Zschäpitz: Wirtschaftspodcast von WELT

Play Episode Listen Later Jul 15, 2025 84:04


Der Dax und die US-Börsen notieren nahe oder auf Rekordständen. Doch der bei deutschen Sparern so beliebte MSCI World hinkt hinterher und liegt seit Jahresbeginn noch rund zwei Prozent im Minus. Die beiden Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz diskutieren einen neuen, aktiv gemanagten Welt-ETF, der mit nur 25 Werten den MSCI deutlich geschlagen hat und im laufenden Jahr fast zwölf Prozent im Plus liegt. Weitere Themen: - Comeback der Rohstoffe – diese Aktie ist eine Wette auf die vier Zukunftsmetalle Eisenerz, Kupfer, Aluminium, Lithium - Ausgaben für Bürgergeld steigen weiter – warum die Grundsicherung nur schwer zu reformieren ist - Kosten für staatliche Rente steigen um 50 Mrd. Euro bis 2030 – warum die Regierung schnell gegensteuern muss - Trumps neuer Zollhammer – was 30 Prozent Importzölle auf europäische Güter für Deutschland bedeuten würde DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Produktion: Dieter Webel Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Ethical & Sustainable Investing News to Profit By!
Two Eminent ESG Stock Reviews, Plus…

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Jul 11, 2025 19:46


Two Eminent ESG Stock Reviews, Plus… Includes insightful reviews of Apple and Temenos, two outstanding environmental and high-performing stocks. By Ron Robins, MBA Transcript & Links, Episode 156, July 11, 2025 Hello, Ron Robins here. Welcome to my podcast episode 156, published on July 11, 2025, titled “Two Eminent ESG Stock Reviews, Plus…” So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to 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, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 9 articles for you in this podcast! ------------------------------------------------------------- Two Eminent ESG Stock Reviews, Plus… Article 1. My first article in this podcast is about a favourite stock for ethical and sustainable investors. It's titled Is Apple Stock a Green Investment? Net-Zero Goals and Sustainable Supply Chain. By Saptakee S. Seen on carboncredits.com. Here are some quotes from the article. “Apple Inc. (NASDAQ: AAPL) is a key player in the fight against climate change. The tech giant runs one of the largest carbon reduction programs worldwide. And over 320 suppliers have committed to using 100% clean energy by 2030. This makes Apple an appealing investment for those who care about the environment and want solid returns. Apple's strong finances enable meaningful change. The company achieved record revenue of $124.3 billion in early 2025, a 4% increase from the year before. In the next quarter, Apple earned $95.4 billion, with an 8% rise in earnings per share. Services revenue also hit $26.6 billion, a significant milestone. This success is crucial for investors focused on carbon reduction… The company has cut global greenhouse gas emissions by over 60% since 2015… MUST READ: Apple's Best Quarter Ever: Q1 FY 2025 Revenue Hits $124.3 Billion, Carbon Emissions Drop  Manufacturing emissions account for about 55% of Apple's total carbon footprint. The company nearly halved product manufacturing emissions, dropping from 16.1 million tons in 2020 to 8.2 million tons in 2024. Apple's progress toward carbon neutrality: Goal Carbon Neutral by 2030 Apple produced the world's first carbon-neutral consumer electronics. The Apple Watch lineup and Mac mini achieved this through emissions reductions of over 75%. Remaining emissions were balanced by high-quality carbon credits from nature projects… These carbon-neutral products have key features: Over 30% recycled content by weight 100% recycled aluminum in cases Manufacturing with 100% renewable electricity Recycled Materials Drive Sustainability Apple has made progress in using recycled materials. In 2024, 24% of product materials came from recycled or renewable sources. The company now uses 99% recycled rare earth elements in magnets and 99% recycled cobalt in batteries… Apple's recycling innovations include the Daisy robot, which disassembles used devices to recover rare materials… Additionally, the company plans to use only recycled and renewable materials in its products by 2030… Carbon Market Investment Opportunities Apple invests in high-quality, nature-based carbon credits instead of cheap offsets. It spends up to $400 million through its Restore Fund programs, aiming for 1 million metric tons of carbon dioxide removal each year… Strategic Advantages Through Environmental Leadership Apple's environmental leadership provides many competitive advantages. Its detailed carbon accounting prepares it well for global carbon pricing. Early use of renewable energy and efficient manufacturing gives it cost benefits as energy prices change… Investment Considerations and Risks The company trades at a premium price with a P/E ratio of around 28, which may lead to volatility risks… The stock has seen volatility in 2025, declining about 19% year-to-date. This may present opportunities for long-term investors focused on Apple's sustainability leadership and financial strength… From the above analysis, we can see that Apple Stock is a solid choice for carbon-conscious investors… As global carbon markets expand and ESG investing increases, Apple shines in environmental leadership. Its solid financial resources and focus on transparency make it a top pick for portfolios aimed at climate solutions and sustainable tech.” End quotes. ------------------------------------------------------------- Two Eminent ESG Stock Reviews, Plus… Article 2. Unlike the first article featuring a company which is in nearly everyone's portfolio, this second article features a company that is perhaps new to many of you. It's titled Why Temenos Is the Gold Standard in Sustainable Banking Tech—and a Top ESG Investment. It's by Eli Grant and found on ainvest.com. Here are some quotes from the article. Temenos (TEMN.SW) Temenos' ESG credentials are unmatched in its sector. In 2022, it became one of only 13 companies globally to achieve an AAA rating from MSCI's ESG rating system, placing it in the top 8% of all firms assessed. By 2024, Sustainalytics named it a ‘Low Risk' company with an ESG Risk Rating of 11.9—ranking first in its industry and sub-industry, securing the top 2% globally. This stellar performance isn't just about accolades; it reflects tangible actions. The company's carbon emissions calculator, developed with Microsoft and launched at COP27, allows clients to measure their environmental impact from using Temenos Banking Cloud. This tool isn't just a marketing gimmick: banks using its cloud platform reduce their carbon footprints by up to 95% compared to on-premise systems. Such measurable outcomes are critical as regulators globally push for transparency and accountability. Cloud Innovation as a Climate Solution Temenos' cloud-based solutions—like its flagship Banking Cloud and AI-driven Leap platform—aren't just about efficiency. They're a direct response to the existential threat of climate change. By centralizing banking operations in the cloud, Temenos helps institutions slash energy consumption and emissions. For example, a 2024 study by GoCodeGreen validated that Temenos' code optimizations reduced software carbon impact by 32% compared to 2021 levels. This environmental edge is a competitive moat… Governance and Strategy: A Boardroom Priority Temenos' leadership has embedded ESG into its DNA. Its board oversees ESG initiatives directly, and the company has committed to science-based emissions targets aligned with the 1.5°C warming limit… The results speak for themselves: Temenos retains EcoVadis Platinum status (top 1% globally) and was the sole software company to rank in the top 1% of S&P's 2024 Sustainability Yearbook. The Investment Case: Why Temenos Belongs in Every ESG Portfolio For investors, Temenos offers a rare combination of growth and values. Its cloud revenue grew 22% in 2023, and with over 700 clients migrated to its platform, demand is accelerating. Meanwhile, regulatory tailwinds—like the EU's Digital Operational Resilience Act (DORA) and global carbon pricing mechanisms—are creating urgency for banks to modernize their tech stacks. Critically, Temenos' ESG leadership attracts capital from ESG-focused funds. Companies with top quartile ESG ratings historically outperform peers during market downturns, a trend that could amplify as climate risks materialize. Temenos isn't just a tech vendor—it's a sustainability pioneer. Its unrivaled ESG ratings, climate-conscious products, and strategic foresight position it to capitalize on two megatrends: the digitization of finance and the global push for net-zero. For investors, this is a stock that checks all boxes: ethical alignment, growth potential, and resilience in a volatile world… For ESG-focused investors, this is a must-hold.” End quotes. ------------------------------------------------------------- Two Eminent ESG Stock Reviews, Plus… Article 3. This next article is the first of 2 articles on dividend stocks that might interest ethical and sustainable investors. Its title is VZ Named A Top Socially Responsible Dividend Stock by BNK Invest and found on nasdaq.com. Here are some quotes from the article. “Verizon Communications Inc. (Symbol: VZ) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above-average 'DividendRank' statistics including a strong 6.4% yield, as well as being recognized by prominent asset managers as being a socially responsible investment, through analysis of social and environmental criteria… According to the ETF Finder at ETF Channel, Verizon Communications Inc. is a member of both the iShares MSCI USA ESG Select ETF (SUSA), making up 0.43% of the underlying holdings of the fund, as well as the iShares MSCI KLD 400 Social Index Fund ETF (DSI), where Verizon Communications Inc. makes up 0.63% of the underlying holdings of the fund. The annualized dividend paid by Verizon Communications Inc. is $2.71/share, currently paid in quarterly installments.” End quotes. ------------------------------------------------------------- Two Eminent ESG Stock Reviews, Plus… Article 4. The second dividend-paying stock article is titled AvalonBay Communities a Top Socially Responsible Dividend Stock With 3.4% Yield (AVB). It's by BNK Invest and is seen on nasdaq.com. Here's some of what BNK Invest says about this stock. “AvalonBay Communities, Inc .(Symbol: AVB) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above average ‘DividendRank' statistics including a strong 3.4% yield, as well as being recognized by prominent asset managers as being a socially responsible investment, through analysis of social and environmental criteria… According to the ETF Finder at ETF Channel, AvalonBay Communities, Inc. is a member of the iShares USA ESG Select ETF (SUSA), making up 0.10% of the underlying holdings of the fund. The annualized dividend paid by AvalonBay Communities, Inc. is $7/share, currently paid in quarterly installments.” End quotes. ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Which ethical ASX ETFs have performed the best in 2025? On fool.com.au. By Aaron Bell. 2. Title: Top 20 best-performing funds and sectors so far in 2025 on ii.co.uk. By Sam Benstead. 3. Title: How Australian Ethical is beating active peers on moneymanagement.com.au. By Laura Dew. 4. Title: ESG Investing Quietly Finds New Life on etftrends.com. By Todd Shriber. 5. Title: Betting Against the Tide: Contrarian Opportunities in Renewables Amid Trump's Energy Shift on ainvest.com. By Harrison Brooks. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “Two Eminent ESG Stock Reviews, Plus…” 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 deeply troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on July 25th. Bye for now.   © 2025 Ron Robins, Investing for the Soul

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
I Analysed 100 Years of Index Funds, This Is What I Found

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Jul 10, 2025 31:48


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.We just broke down one of the most eye-opening market analysis videos you'll ever see, and trust us, it hit hard. In today's video, we dive deep into the hidden flaws behind 100 years of index fund data, survivorship bias, and the real story behind stock market “averages” that everyone quotes but almost no one understands.You'll hear the hard truth about:➡️ Why that beautiful S&P 500 chart you keep seeing might be pure fiction➡️ How survivorship bias has distorted everything from railroads to tech➡️ Why backtested performance ≠ actual results (even when it's from “reliable” sources like MSCI or Vanguard)➡️ And how this totally changes your long-term investing outlookWe're not just reacting, we're breaking it down point by point so you know how to use this information in your own trades.We cover the history of stock indexes, the real origins of the S&P 500, and Jack Bogle's role in launching the first index mutual fund in 1975.We show how market breadth, sector strength, and capitalization weighting actually drive the S&P's movement today — and why relying on outdated charts might be costing you big time.We even challenge the myth that “time in the market beats timing the market.” Because if you've got the right tools and data (like we do at OVTLYR), timing becomes not just possible, but profitable.This is more than just a reaction. It's a full-on masterclass in market literacy and critical thinking — and a must-watch if you want to outsmart the herd and avoid falling for financial fairy tales.Oh, and if you're stuck believing 3.5% returns are acceptable… prepare to get your mind blown. You'll hear exactly why we'd never settle for that and how our Alpha Group is pulling in huge returns using clear data, smart strategy, and razor-sharp execution. No fluff. No hype. Just results.If you're serious about trading with an edge and you're ready to start thinking like a pro, this is your video!Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Wealth Tracker: How do you turn climate risk into investment opportunity?

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Jul 3, 2025 17:42


Climate risk is no longer just an environmental issue — it’s a financial one. As regulators tighten disclosure rules and clients demand accountability, institutional investors in APAC are being called to step up. But while transition plans are on the rise, especially in developed markets, many ASEAN firms are still playing catch-up. With data flooding in and expectations rising, the real challenge now is turning climate signals into smart investment decisions. So where are the opportunities? On Wealth Tracker, Hongbin Jeong speaks to Anthony Chan, Vice President of APAC Sustainability and Climate Research at MSCI, to find out more.See omnystudio.com/listener for privacy information.

Dolores de radio
DOS SON MULTITUD 30

Dolores de radio

Play Episode Listen Later Jul 3, 2025 47:33


MSCI no calificó a Argentina como mercado emergente.Causa AMIA, la justicia definió el juicio en ausencia para los acusados.aumento de precio en combustibles.el intendente de Ancasti se sumó a reclamo del gobernador por la coparticipación. mundial de clubes, eliminados los más populares del fútbol argentino.

extraETF Podcast – Erfolgreiche Geldanlage mit ETFs
#257 So wirken Krisen auf MSCI Word, ACWI und S&P 500 | extraETF Talk

extraETF Podcast – Erfolgreiche Geldanlage mit ETFs

Play Episode Listen Later Jul 2, 2025 52:10


Krisen wirken sich immer auf Börsenindizes aus – jedoch in unterschiedlichem Ausmaß. In Teil 1 dieser Folge sprechen wir mit Nicolas Werbach über die Entwicklung bedeutender Indizes wie den MSCI World, MSCI ACWI, MSCI Emerging Markets, S&P 500, MSCI Europe und MSCI Japan. Gemeinsam analysieren wir, wie sich diese Indizes in historischen Krisenszenarien verhalten haben – mit besonderem Fokus auf Rendite, Chancen-Risiko-Verhältnis und maximalen Drawdown. Außerdem geben wir konkrete Tipps, wie sich ein Portfolio möglichst krisenfest aufstellen lässt. ++++++++ Der Portfolio Tracker von extraETF ist da. Unser neues Tracking-Tool ist einfach zu bedienen und hat genau die Funktionen, die du wirklich brauchst. Portfolioanalyse, Dividendenplanung, vollständige Holdings-Analyse: Der Portfolio Tracker kann alles. Überzeuge dich selbst. Jetzt testen! https://go.extraetf.com/portfolio-tracker ++++++++

The POWER Business Show
MSCI South Africa Green Annual Property Index 2024

The POWER Business Show

Play Episode Listen Later Jul 1, 2025 8:44


Tehillah Niselow speaks to Timothy Irvine, Head of Asset Management: Offices at Growthpoint Properties See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: Asia Edition
Fed Rate Cut Bets Fuel Rally, Commerce's Lutnick on US-China Deal

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Jun 27, 2025 18:00 Transcription Available


Asian stocks advanced after a gauge of global equities touched a record high Thursday on calming geopolitical concerns and increased expectations for Federal Reserve interest-rate cuts this year. Equities in Japan, South Korea and Australia all rose Friday after the S&P 500 advanced 0.8% to within striking distance of a new high. The Nasdaq 100 achieved the feat after rising 0.9% on Thursday, helping MSCI's global shares index to a record high. US stock futures edged higher Friday. We get market insights from Rebecca Walser, President at Walser Wealth Management.Plus - Commerce Secretary Howard Lutnick says the US and China have finalized a trade understanding reached last month in Geneva. The China deal, which Lutnick said had been signed two days ago, codifies the terms laid out in trade talks between Beijing and Washington, including a commitment from China to deliver rare earths used in everything from wind turbines to jet planes. Lutnick speaks with Bloomberg Balance of Power hosts, Joe Mathieu and Kailey Leinz.See omnystudio.com/listener for privacy information.

YTN라디오
[톡톡] 한국 증시, MSCI 선진국 지수 편입 불발…내년 재도전

YTN라디오

Play Episode Listen Later Jun 26, 2025 2:32


Nuus
Old Mutual gee toon aan met nuwe beleggingsfonds

Nuus

Play Episode Listen Later Jun 23, 2025 0:41


Old Mutual Investment Group Namibia het die Worldwide Equity Unit Trust Fund bekend gestel, ‘n nuwe beleggingsproduk wat blootstelling aan wêreldmarkte bied. Die fonds gebruik die MSCI se wêreld-indeks vir alle lande as maatstaf. Die MSCI sluit meer as 2 500 genoteerde maatskappye in 47 ontwikkelde en ontluikende lande in. Volgens Martin Schurz, ‘n portefeuljebestuurder by Old Mutual, is die beleggingslandskap in Namibië beperk. Net 12 maatskappye is op die plaaslike indeks van die Namibiese Aandelebeurs genoteer, wat swaar na die kant van finansiële instellings en telekommunikasie leun. Rex Mutelo, die hoof van sake-ontwikkeling by Old Mutual Investment Group Namibia, verduidelik:

Digital Finance Analytics (DFA) Blog
Betting On The TACO Trade, Or Bust…!

Digital Finance Analytics (DFA) Blog

Play Episode Listen Later Jun 21, 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. Markets have clawed their way back towards record highs in recent weeks, following the early April Trump tariff experiments. The MSCI global index was flat on the … Continue reading "Betting On The TACO Trade, Or Bust…!"

ESG Now
From Targets to Tactics: How We're Scoring the Energy Transition

ESG Now

Play Episode Listen Later Jun 20, 2025 20:22 Transcription Available


The energy transition isn't a straight line. Investors are increasingly look to understand where and how emissions create portfolio risk. In this episode, we explore MSCI's new energy transition framework and take a closer look at materiality-weighted emissions, a new metric that draws a bolder line to company performance. Host: Bentley Kaplan, MSCI ESG ResearchGuests: Chris Cote & Guido Giese, MSCI ESG Research

Energy Transition Talk
S2 E15 | Kiara Billy and Alex Brunson

Energy Transition Talk

Play Episode Listen Later Jun 17, 2025 33:28


While clean energy goals are critical, environmental groups have expressed their concerns around the environmental damage that would occur as a result of an increase in mining in the U.S. In addition to the lasting environmental harm, mining activities disproportionately affect Indigenous communities. According to a notable MSCI study, many of the transition mineral deposits in the U.S. are located near or within culturally or environmentally important areas to Indigenous Peoples. ” A recent study published in Nature Sustainability found that 54% of mining projects globally are located on or near Indigenous Peoples' lands. In the United States, 79% of lithium, 68% of cobalt, 97% of nickel, and 89% of copper reserves and resources in the U.S. are located within 35 miles of Native American reservations. In our final episode of season two we get an opportunity to talk to two graduate students at the Colorado School of Mines from Native American communities, Kiara Billy and Alex Brunson. Their stories, like those of so many others in our podcast are fascinating and instructive.Stay tuned for season three with more perspectives on the Future of Energy.References . https://iasj.org/shifting-gears-part-ii-indigenous-peoples-rights-and-mining-in-the-u-s/#:~:text=In%20fact%2C%20%E2%80%9C97%25%20of%20nickel%2C%2089%25%20of%20copper%2C,located%20within%2035%20miles%20of%20Native%20American%20reservations.%E2%80%9D

echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF
egtv #409 Mehr Vermögen für Deine Kinder: 50.000 € zum 18. Geburtstag? So funktioniert das mit dem Kinderdepot

echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF

Play Episode Listen Later Jun 13, 2025 71:52


Mit 18 reich? Klingt utopisch – ist aber machbar, wenn man heute klug startet. In dieser echtgeld.tv-Episode sprechen Tobias Kramer und Christian W. Röhl (Chief Economist bei Scalable Capital) über echte Vermögensbildung – und warum es sich lohnt, weit vor dem Ruhestand an den eigenen Vermögensaufbau zu denken. Der Anlass: das neue Kinderdepot von Scalable, das bald startet und für Familien einen einfachen, kostengünstigen Einstieg in den Kapitalmarkt bietet (Jetzt vormerken: https://de.scalable.capital/kinderdepot). Doch es bleibt nicht beim Produkt: Die beiden sprechen über die demografische Krise, die Schwächen des Rentensystems und die Notwendigkeit finanzieller Eigenverantwortung. Dabei zeigen sie eindrucksvoll, warum „Altersvorsorge“ nicht mehr ausreicht – und wie Kinder und Eltern gemeinsam finanziell stark werden können.

WealthStack
The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish

WealthStack

Play Episode Listen Later Jun 13, 2025 34:11


Clients expect personalized portfolios and proposals. So, what if you could ditch cookie-cutter models and deliver truly personalized portfolios, at scale, without blowing up the back office? In this episode of the WealthStack podcast, Shannon Rosic chats with Govinda Quish, managing director and global head of wealth management product at MSCI. Govinda brings a global … Read More Read More

Business Pants
BlackRock back in Texas, pride out everywhere, Zevra's proxy battle, “reverse discrimination”, and Taser billions

Business Pants

Play Episode Listen Later Jun 6, 2025 59:21


Story of the Week (DR):The Baby Billionaire Bromance is Over: Savannah Guthrie Says Elon Musk and Donald Trump Are 'Giving 7th Grade Girl' as President Says Tesla CEO 'Has Lost His Mind'"It's so confusing isn't it? So much going wrong, so much to say, and all of it happening so quickly. The pace of oppression outstrips our ability to understand it. And that is the real trick of the Imperial thought machine.”BlackRock removed from Texas boycott list after quitting climate groupsIn a notable reversal, Texas removed BlackRock from its investment blacklistThis decision followed BlackRock's withdrawal from several climate-focused initiatives, including the Net Zero Asset Managers alliance and Climate Action 100+Texas Comptroller Glenn Hegar cited these actions, along with BlackRock's support for the new Texas Stock Exchange, as reasons for the delisting.“More than $4 billion in Texas funds are invested with BlackRock,” the rep said.The Larry Fink-led company had $11.55 trillion in assets under management at the end of the fourth quarter in 2024.0.0346% Is that possible?Larry Fink; $31M; $11M bonus: “These amounts represent the discretionary annual cash Bonuses … The amount of incentive compensation awarded … was based on subjective criteria”“Lead in a changing world: Completed the creation of a more modern and unified Corporate Affairs function and leveraged the function to refresh the firm's corporate narrative and strengthen its brand.”“Corporate sustainability: Achieved BlackRock's 100% renewable electricity match goal and enhanced the Company's approach to procuring market solutions.”32% said NO on Pay (BlackRock owns 6% of BlackRock)99% said NO to Bowyer Research's theatrical request for a report on “risks related to a perceived shift away from a traditional understanding of fiduciary responsibility to stakeholder capitalism, implied by its assent to the Business Roundtable's Statement on the Purpose of a Corporation, as well as a high-profile embrace of ESG and DEI.”BlackRock CEO Larry Fink has some words of wisdom for leaders navigating the age of populism and social media: Watch what you say: "You have to be a lot more guarded. I can't say everything I really want to say to all of you right now. The reality is you have to be a lot more systematic in what you say and how you say it internally or externally. I mean, we live in a terrarium today. We live in a glass bottle."Big brands are pulling back on Pride merchandise and events this year MMCorporate America Pulls Back from PRIDE in 2025, No Rainbow Logos from Big Brands as June StartsUnitedHealth Group AGM:94% average director support93% Stephen HemsleyHemsley is stepping forward to acknowledge the fallout and chart a new course, promising a comprehensive review of some of the company's most controversial practices.The Wall Street Journal noted in its report on the company's annual shareholder meeting on Monday that Hemsley apologized for UnitedHealth's recent performance and cited a need to rethink many internal processes.99% for directors like Paul Garcia (2021/ former CEO of Global Payments) and Kristen Gil (2022/former VP, Business Finance Officer at Alphabet)92% for Michele Hooper (2007/Lead Independent Director/CEO of The Directors' Council, a private company she co-founded in 2003 that works with corporate boards to increase their independence, effectiveness and diversity)-12% gender influence gap/only 3 women/zero committee chairs)Lowest vote is John Noseworthy, M.D. (86%) former CEO of the Mayo Clinic40% NO on PaySHP excessive golden parachutes 13% YESThe board authorized the payment of a cash dividend of $2.21 per share, up from the prior dividend of $2.10, to be paid June 24 to common stock shareholders of record as of the close of business June 16Hemsley: as of the proxy date: $2.8M (as of 5/16: $3.8M)The previous dividend was $2.10 per share, paid on March 18, 2025The company also suspended its 2025 outlook.Goodliest of the Week (MM/DR):DR: The Trump EPA tried to bury some good newsA climate report acquired by a Freedom of Information Act request shows that U.S. climate pollution declined in 2023.The EPA report documents that in 2023, U.S. climate pollution fell by 2.3%. That's about 147 million metric tons, or MMT, of reduced carbon dioxide-equivalent greenhouse gases.2023 was the first full year after President Biden signed the Inflation Reduction Act, the Democrats' signature climate law that committed hundreds of billions of dollars to reducing climate pollution.DR: How a Peruvian farmer's legal defeat raised new risks for companies DRPeruvian farmer Saúl Luciano Lliuya filed a lawsuit against German energy company RWE, asserting that the company's greenhouse gas emissions contributed to the melting of glaciers near his hometown of Huaraz, Peru.This glacial melt increases the risk of flooding from Lake Palcacocha, threatening his community. Lliuya sought approximately $17,500 from RWE, representing 0.47% of the estimated $4 million needed for flood defenses, corresponding to RWE's estimated share of global emissions since the industrial era began. On May 28, 2025, the Higher Regional Court in Hamm, Germany, dismissed Lliuya's lawsuit. The court acknowledged the legal principle that major greenhouse gas emitters can be held liable for climate-related damages. However, it concluded that the specific threat to Lliuya's property was not sufficiently imminent to warrant compensation. While Lliuya did not secure the compensation sought, the court's recognition of potential corporate liability for climate damages sets a precedent. This acknowledgment may influence future climate litigation, encouraging individuals and communities to hold major emitters accountable for their contributions to climate change.MM: HahahahahahahahahaMusk says SpaceX will decommission Dragon spacecraft after Trump threatElon Musk Melts Down, Claims Trump Is In The "Epstein Files" and That's the Reason They Haven't Been ReleasedElon Musk Declares That He's "Immediately" Cutting Off NASA's Access to SpaceMusk Privately Complaining That His Immense Donations to Trump Didn't Even Buy Him Control of NASAElon Musk claims ‘without me, Trump would have lost the election'Assholiest of the Week (MM): Proxy advisorsZevra TherapeuticsISS added, “...the board's concerns about having a former CEO on the board and potential disruption are valid.”Out of 92,594 active directors in MSCI data from February, 3,123 are tagged as “former executives” at the company they're on the board of522 US companies are on the list - FIVE HUNDRED AND TWENTY TWOThat includes at least one company - National Healthcare Corp - with FOUR former executives on the boardIt also includes 104 large cap companies - like Hewlett Packard, with 3 former execs!Glass Lewis highlighted, “Mr. Regan has limited, dated, and unrelated public board service,”Egan-Jones also questioned the relevant expertise of Mangless' nominees, stating, “…we do not believe Mr. Regan's background in proxy solicitation offers meaningful value in the context of Zevra's boardroom.”Unrelated public board experience?? So you definitely suggested voting against Dana White at Meta? Or Peltz at Disney and his deep media experience? We look at director knowledge pulled from every bio, school, and degree we can get our hands on and standardized the knowledge types in our dataSo we know the average type of knowledge of directors in a given sector - and who DOESN'T have itOur data suggests that only 22% of directors have direct/core knowledge relevant to their industry - less than 1 in 4Shall we vote against the other 78% of directors??Glass Lewis also said that “publication of certain social media activity by Mr. Regan appears to suggest something of a blithe approach to compliance...”Elon?RobotsAmazon ‘testing humanoid robots to deliver packages'FBI says Palm Springs bombing suspects used AI chat program to help plan attackOpenAI to appeal copyright ruling in NY Times case as Altman calls for 'AI privilege'“Talking to AI should be like talking to a doctor or lawyer”Walmart plans to expand drone deliveries to three more statesWaymo's Self-Driving Taxis Have a Hilarious Problem That's Driving People BananasThey honk when backing up“Reverse discrimination” DRDismissed by DEI: Trump's Purge Made Black Women With Stable Federal Jobs an “Easy Target”Quay Crowner was among the top education officials who enrolled in the “diversity change agent program.”Crowner was abruptly placed on leave under Trump's executive order to dismantle DEI programs across the federal government.Her current job as the director of outreach, impact and engagement at the Education Department was not connected to diversity initiatives.More troubling, she said, was that she was the only person on her team who had been let go, and her bosses refused to answer her questions about her dismissal.When she and colleagues from different departments began comparing notes, they found they had one thing in common. They had all attended the training encouraged under DeVos. They also noticed something else: Most of them were Black women.“We have observed approximately 90% of the workers targeted for terminations due to a perceived association with diversity, equity and inclusion efforts are women or nonbinary,”Trump Appoints 22-Year-Old Ex-Gardener and Grocery Store Assistant to Lead U.S. Terror PreventionThe data:We don't have proxy season results in the system yet, but we do have data between August 2024 and May 2025 with results lagThe early results for US companies:54 have become “more manly” - added men, removed women95 have become “more womanly” - added women, removed menGOOD RIGHT? Or…1,163 companies had man “power ups” - men got more influence1,075 companies had female “power ups” - so men are getting fewer board seats, but more power at more companies?SECRET: expand the board and add men! 422 boards expanded between Aug and May, and 362 seats went to men and 181 to women - literally 2:1 ratio!574 US companies now have 2 or fewer women on the boards - up 8 companies between Aug and May, and results aren't even in the antiwoke Trump eraRetail investorsVOTEAccused UnitedHealthcare CEO killer Luigi Mangione said executive ‘had it coming,' prosecutors revealUnitedHealth investors approve new CEO's $60M pay package despite turmoil following top executive's assassinationUS-Boeing deal over 737 Max crashes ‘morally repugnant', says lawyer for victims' familiesLowest vote result from April for board: 92% in favor of Robert Bradway, everyone else 94% or better - including 98% in favor of OrtbergHeadliniest of the WeekDR: In light of headlines like this: Meta's Platforms Have Become a Cesspool of Hatred Against Queer People I wanted to point out this op-ed from the NYT: Anthropic C.E.O.: Don't Let A.I. Companies off the Hook Anthropic CEO Dario Amodei opposes a proposed 10-year federal ban on state AI regulation, calling it "too blunt" for the rapidly evolving technology.He argues that AI could fundamentally change the world within just a couple of years, making a decade-long freeze risky and impractical.Amodei warns the ban would leave states unable to act and the nation without a coherent federal policy, exposing the public to AI risks.He cites real-world examples of risky AI behavior, such as Anthropic's own model threatening to leak user emails, to highlight the need for oversight.Instead of a moratorium, Amodei urges Congress and the White House to establish a national transparency standard requiring AI companies to publicly disclose testing protocols, risk mitigation strategies, and safety measures before releasing new modelsMM: The maker of Taser is the highest paid CEO, taking home $165 million—his new pay package and soaring stock made him a billionaire last yearWho Won the Week?DR: The meritocracy: Meet Thomas Fugate: 22-year-old ex-gardener and grocery store assistant to lead $18 million terror prevention teamMM: After reading no fewer than 12 hours and 500 stories of the Musk/Trump feud, I've concluded this week there are no winners. We're all losers.PredictionsDR: Musk Challenges Trump to Cage Match on Mars: ‘Winner Gets X, Loser Gets Truth Social" but actually… their hatred for all things DEI/gay is too much to keep them apart, especially in the month of Pride and JuneteenthMM: The 19 analysts covering Palantir stock are given umbrellas by their respective firms after Trump may team with a tech company to create a database of Americans, just two months after CEO Alex Karp said that Wall Street analysts who "tried to screw" the company should be sprayed with "light fentanyl-laced urine" from drones.CALLBACK ALERT: Glass Lewis also said that “publication of certain social media activity by Mr. Regan appears to suggest something of a blithe approach to compliance...”

Triple M - Motley Fool Money
Stocks In Focus: Vanguard MSCI International ETF, June 5 2025

Triple M - Motley Fool Money

Play Episode Listen Later Jun 5, 2025 13:40


This week, Scott talks to Motley Fool analyst Ed Vesely about globally-focused ETF, the Vanguard MSCI International ETF (ASX:VGS).See omnystudio.com/listener for privacy information.

TD Ameritrade Network
Stovall's ‘Power Rating' Picks: PSTG, MSCI, SCCO

TD Ameritrade Network

Play Episode Listen Later Jun 4, 2025 9:26


“June is a pretty boring month” historically for markets, Sam Stovall says. On tariffs, he thinks Trump wants to keep the increased 50% steel tariffs on for his entire term. He sees an impact on carmakers, which will send a ripple across the entire car market, new and used. Aerospace could also become an issue. He thinks Canada and Mexico could carve out some exceptions through quotas, but the E.U. is more “difficult.” Right now, his stock picks include Pure Storage (PSTG), MSCI (MSCI), and Southern Copper (SCCO).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

OncLive® On Air
S13 Ep8: Oncology PER® Spectives: Empowering Interventional Radiologists in the Emerging Era of Oncolytic Immunotherapies for Melanoma

OncLive® On Air

Play Episode Listen Later Jun 2, 2025 54:11


This Oncology PER®Spectives™ podcast examines the recent advancements in the treatment landscape for advanced melanoma.In this activity, expertsYana Najjar, MD; Rahul A. Sheth, MD, FSIR; and Douglas Johnson, MD, MSCI, discuss the challenges of immune checkpoint inhibitor resistance and the practical strategies for overcoming this by using direct intratumoral injections of oncolytic viral immunotherapies, which rely on close interdisciplinary collaboration between medical oncologists and interventional radiologists.

The Making Money Simple Podcast
Beginner Questions Answered From A Listener (Transferring Pensions, FTSE vs MSCI, UK stocks, Bonds, and more)

The Making Money Simple Podcast

Play Episode Listen Later May 28, 2025 30:06


Massive shoutout to Ian who asked these brilliant questions. From transferring defined benefit and defined contribution pensions, to comparing the index providers of FTSE and MSCI, from UK stocks and their fees, to investing into bonds, and a lot more. This episode has a little bit of everything. Timestamps for each question are below. And if anyone is keen to get involved in a future 4-week investing crash course, give me a shout and I'll add you to the waitlist (IG - makingmoneysimple, email - makingmoneysimple1@gmail.com).Timestamps:0:00 - Intro1:07 - Fees for non-UK stocks? Plus, should we focus on UK-listed stocks?3:22 - And what about ETFs?4:22 - Why are UK stocks listed in pennies?5:53 - Can a company create new/more shares?7:41 - And what about a company buying back shares?8:34 - Index funds: FTSE vs MSCI?11:22 - How to differentiate between indexes?12:39 - Back to FTSE vs MSCI?15:01 - Will the Cash ISA allowance be reduced?16:06 - Are bond investments worthwhile?17:58 - What is my personal annual rate of return?19:19 - Has my portfolio recovered after the 2025 market drop?21:31 - Pensions introduction22:22 - Can any pension be transferred?29:03 - OutroListen to the episode for the full details.-----------------------------------------------

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

LGIM Talks
365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond

LGIM Talks

Play Episode Listen Later May 21, 2025 20:43


2025's macro turbulence has been well documented; but is there opportunity among the uncertainty? As we approach the year's halfway point, we look at what the economic environment means for private markets, looking at where we stand now and what may lie ahead in the medium term. We're joined by Rob Martin, Head of Investment Strategy and Research for L&G's Private Markets platform, and Lushan Sun, Head of CrossAsset Research. Asking the questions and hosting is Nick Jardine, Content Manager for L&G's Private Markets Platform. This podcast was recorded on 16 May 2025. Sources: L&G, as of May 2025 MSCI, as of May 2025 Mckinsey & Co, as of January 2023 Preqin, as of May 2025 For professional investors only. Capital at risk.  For illustrative purposes only. Views expressed are of L&G as at 15 April 2025. The information in this podcast is for information purposes only and we are not soliciting any action based on it. It is not a recommendation to buy or sell securities or pursue a particular investment strategy. It is not investment, legal, regulatory or tax advice. 

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

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.

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!

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!

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

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. 

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