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Michael Saylor's Strategy has not had the year it hoped for. Amid an explosion of copycats and Bitcoin price weakness, the company has seen its valuation and so-called mNAV crash. In this special episode of Unchained, Praxos co-founder Vinny Lingham and The Benchmark Company Analyst Mark Palmer join Unchained Executive Editor Steve Ehrlich to debate Strategy's outlook. They discuss the impact of new preferred stocks on common shareholders, the company's new cash reserve and the potential impacts of MSCI exclusion. They also delve into what the Bitcoin digital asset treasury ecosystem could look like in the future and whether Strategy could have employed a better acquisition model. Thank you to our sponsors! Uniswap Mantle Host: Steve Ehrlich, Executive Editor at Unchained Guests: Vinny Lingham, Co-founder of Praxos Capital Mark Palmer, Senior Equity Research Analyst at The Benchmark Company Links: Unchained: Bits + Bips: Vanguard's Crypto U-Turn, Tether/MSTR FUD & Picking Future Winners Bits + Bips: Why the Markets Now Have a Bullish Setup Senate Committee Shares Bipartisan Draft on Crypto Market Structure Bill Timestamps:
Larry Fink and Brian Armstrong hit the DealBook Summit with a message that couldn't be clearer: crypto is now a mainstream financial conversation, not a curiosity. Their joint interview laid out Bitcoin's purpose, tokenization's inevitability, and why banks racing toward stablecoins signal a structural shift—not a passing cycle. Plus: MicroStrategy fights for MSCI inclusion, Japan prepares a major crypto-tax cut, and new data shows Bitcoin settling trillions as it cements itself as global financial plumbing. One sentence on the headlines at the end. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW
Will bitcoin dip below $65K? Bitcoin exited November down 17.5% in one of its largest monthly declines in three years. Traders are worried about potential MSCI methodology changes that could affect firms collectively holding more than $137 billion in digital assets. Will bitcoin continue to dip and test the $64,000 technical target? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! https://figuremarkets.co/coindesk - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Mentor Sessions Ep. 041: JP Morgan & BlackRock's Coordinated Attack on MicroStrategy Exposed – Banking Cartel vs Michael Saylor's Bitcoin Empire | Brandon Keys (Green Candle)MicroStrategy (MSTR) is under full-scale assault. Brandon Keys, the on-chain wizard and voice behind Green Candle Investments, just dropped undeniable evidence that JP Morgan, Jamie Dimon, BlackRock, and Larry Fink are orchestrating a six-month coordinated attack to crush Michael Saylor's Bitcoin treasury strategy and stop corporations from ditching cash for Bitcoin forever. From sudden margin hikes and MSCI exclusions to “bit bonds” designed to funnel money away from MSTR, the banking cartel is terrified: if Saylor wins, they become obsolete. Yet despite the manipulation, Brandon reveals why this dip is the biggest buying opportunity in years and why, in the end, Bitcoin still wins.Key Topics:Timeline proof of the coordinated attack on MicroStrategy & Bitcoin treasury companiesWhy Jamie Dimon flipped from calling Bitcoin a “pet rock” to quietly attacking MSTRBlackRock & JP Morgan's $500 trillion endgame and “bit bonds” counterattackHow banks are debanking Bitcoin CEOs to reclaim controlOn-chain data showing whales are buying the dip while retail panicsWhy the death of the 4-year cycle is actually bullishSelf-custody: the only way to defeat the banking cartelMacro outlook: money printer incoming and why we're still insanely earlyChapters:00:00 Teaser – “It's been nothing less of a coordinated attack”01:39 Guest Intro – Brandon Keys (Green Candle)02:04 Jamie Dimon's 10-year war on Bitcoin03:28 JP Morgan's sudden margin hike & 25% MSTR drop04:41 MSCI ruling & billions in threatened outflows06:32 Naming only MicroStrategy out of 40 companies07:47 Banks terrified: companies can replace cash with Bitcoin09:14 BlackRock's “bit bonds” & borrow-against-iBit play10:19 The $500 trillion market Saylor is targeting11:08 Banking cartel united against Michael Saylor14:43 Debanking Bitcoin CEOs – Jack Mallers, Swan, Canada17:04 Global macro stress & Bitcoin as most liquid asset19:17 Whales accumulating, retail selling the dip22:09 Self-custody is Bitcoin's true power26:19 We are still insanely early in adoption32:31 Hold 4–5 years = zero fiat losses35:44 Money printer coming soon46:56 Tether, stablecoins & the new dollar recycling scheme52:28 Final message – Self-custody or get rekt by the cartelAbout Brandon Keys:Bitcoin strategist, on-chain analyst, and founder of Green Candle InvestmentsX: @Greencandleit; @keysopen_doorsGreen Candle YouTube: https://www.youtube.com/@greencandlePrevious Episode:Bitcoin Privacy Under Attack – Dr. Jack Kruse: https://youtu.be/A0onGcn17fQ
In this episode of Voices of Otolaryngology, host Rahul K. Shah, MD, MBA, AAO-HNS/F EVP and CEO, talks with Michael C. Topf, MD, MSCI, a head and neck surgical oncologist at Vanderbilt University Medical Center. Dr. Topf shares his groundbreaking work in precision head and neck surgery, including 3D scanning of resected cancer specimens to improve communication among multidisciplinary cancer care teams. The conversation explores his innovative research on specimen-based margin assessment, the development of custom software for annotating 3D models, and his team's pioneering work with intraoperative PET-CT scanning. Dr. Topf also discusses his recent $2.5 million ARPA-H grant for optical lightsheet microscopy, the importance of deep margin assessment in head and neck cancer, and offers invaluable advice to early-career researchers about navigating the competitive funding landscape. A son of an otolaryngologist himself, Dr. Topf reflects on his journey from Rochester to Stanford and Vanderbilt, and the clinical unmet needs that drive his research vision. Helpful Resources: Submit your CORE Letter of Intent by December 15, 2025, at 11:59 pm (ET): www.entnet.org/quality-practice/research/core-grants-program/2026-core-funding-opportunity-announcements/
ตั้งแต่ต้นปี 2025 (YTD) หุ้นเวียดนามให้ผลตอบแทน สูงสุด อันดับ 2 ของโลก ขณะที่เศรษฐกิจเวียดนาม โตเฉลี่ยปีละ 7-8% ต่อปี เป็นอันดับ 2 ของภูมิภาคเอเชีย คำถามคือ การเติบโตทางเศรษฐกิจและตลาดทุน ของเวียดนาม ถึงทางตันแล้วหรือยัง ? ก้าวสำคัญของเวียดนามที่จะเข้า MSCI ในปี 2030 จะผลักดันตลาดหุ้นเวียดนามปรับตัวขึ้นต่อไปได้อีกแค่ไหน ? แล้วธุรกิจเวียดนามที่ยังมีโอกาสในการเติบโต อยู่ตรงไหน ? Talk ลงทุนแมน ชวนมาวิเคราะห์ พร้อมมองหาโอกาสและช่องทางในการลงทุน ที่ทำให้ไม่พลาดโอกาสจากเทรนด์นี้ กับ คุณกมลยศ สุขุมสุวรรณ, CFA ประธานเจ้าหน้าที่สายงานการลงทุน บลจ. Asset Plus
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:03:02 - About S&P's Rating Business 00:03:56 - What businesses S&P Global operates 00:04:32 - About S&P's Market Intelligence Business 00:07:54 - About S&P Global's founding story 00:38:52 - About S&P's Index Business 00:48:45 - About S&P's Commodity Insight Business 00:58:10 - About S&P's Mobility Business 01:03:45 - How S&P thinks about Capital Allocation 01:24:43 - Whether Shawn & Daniel add SPGI to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Barron's Interview with Former SPGI CEO Doug Peterson. S&P Global Investor Day Presentation 2025. TIVP Episode on MSCI. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this Thanksgiving week Crypto 101 Podcast, Tevo, Brian, and Brendan unpack a wild month in crypto — from major liquidations to signs of a market bottom. They analyze RSI levels, short-term holder capitulation, and long-term fundamentals while breaking down the controversial MSCI proposal that could exclude crypto-linked companies like MicroStrategy. Other highlights include Raoul Pal's eerily accurate 35% correction call, rising institutional ETH buying through Bitmine, and the debut of meme and multi-asset ETFs. The team wraps up with lighter topics like South Korea's new leverage trading rules, the Monad ICO launch, and a heartfelt Thanksgiving message to listeners. Get my #1 altcoin pick for this month. Check out Plus500: https://plus500.comEfani Sim Swap Protection: Get $99 Off: http://efani.comcrypto101Check out TruDiagnostic and use my code CRYPTO101 for a great deal: https://www.trudiagnostic.comCheck out Gemini Exchange: https://gemini.com/cardThe Gemini Credit Card is issued by WebBank. In order to qualify for the $200 crypto intro bonus, you must spend $3,000 in your first 90 days. Terms Apply. Some exclusions apply to instant rewards in which rewards are deposited when the transaction posts. This content is not investment advice and trading crypto involves risk. For more details on rates, fees, and other cost information, see Rates & Fees. The Gemini Credit Card may not be used to make gambling-related purchases.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Chapters00:04 — Intro: Thanksgiving week episode, market volatility recap, and Fear & Greed Index setup.03:23 — Market overview: Bitcoin, Solana, and Ethereum stabilize after major drop.06:45 — Brendan's technical analysis: liquidation effects, leverage wipeouts, and market ripple impacts.09:50 — Bitcoin chart breakdown: RSI, consolidation zones, and signs of a potential market bottom.16:49 — Long-term vs. trader mindsets and Bitwise perspectives on Bitcoin fundamentals.18:51 — Short-term holder capitulation: 6% of Bitcoin supply trades between $83K–$86K.23:47 — Pain metrics: 75% of Solana holders at a loss, signs of capitulation across markets.27:55 — MSCI controversy: potential exclusion of crypto-related stocks like MicroStrategy from major indexes.34:43 — Scaramucci returns: discussion on exchange “glitch” theory and market shakeout.46:29 — Raoul Pal's 35% correction prediction and macro cycle reflections.47:40 — Fed politics: Trump's potential Fed Chair picks and prediction market bets.51:33 — Institutional buying: Bitmine increases ETH exposure, ownership jumps from 6% to 32%.53:53 — Meme coins and ETFs: Dogecoin ETF launch, Solana inflows, and multi-asset ETF speculation.57:21 — South Korea introduces training requirements for leveraged ETF trading.58:23 — Monad token launch on Coinbase and blockchain gaming with bro.fun demo.01:02:14 — Closing thoughts: gratitude for the community and Thanksgiving sign-off.MERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Plus500: https://plus500.com* Check out Plus500: https://plus500.com* Check out Quince: https://quince.com/CRYPTO101* Check out TruDiagnostic and use my code CRYPTO101 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Asian stocks extended their gains into a third day, tracking advances on Wall Street as weak US consumer data lifted bets on a Federal Reserve interest-rate cut next month. MSCI's regional stock gauge rose 1.2%. Almost all of the 11 industry groups in the index advanced, with as many as three stocks gaining for every one that fell. That came after US benchmarks posted their third day of gains. Chinese equities opened steady as Alibaba Group Holding Ltd. shares fell as much as 2.8% in Hong Kong trading after its earnings. For more outlook on the markets, we spoke to William Bratton, Head of Cash Equity Research for the Asia Pacific at BNP Paribas. Plus - US consumer confidence slid in November by the most in seven months on growing anxiety about the labor market and the economy. The Conference Board's gauge decreased 6.8 points to 88.7, data out Tuesday showed. The figure was weaker than all estimates in a Bloomberg survey of economists. A gauge of expectations for the next six months declined to the lowest level since April, while a measure of present conditions slumped to a more than one-year low. And in regards to individual stock movers, Alphabet Inc. came off session highs that had driven the search giant closer to a $4 trillion valuation, after The Information reported that Meta Platforms Inc. is in talks to use Google's AI chips. Shares of Nvidia Corp., Advanced Micro Devices Inc. and Oracle Corp. remained lower. We get perspective from Jim Worden, CIO, The Wealth Consulting Group.See omnystudio.com/listener for privacy information.
Was waren die großen Themen der letzten Börsenwoche? Wie baut MSCI seinen World Index und wieso gilt Südkorea bei ihnen als Schwellenland? Genau solche Fragen werden euch jede Woche auf dem YouTube-Kanal von Scalable Capital beantwortet. https://www.youtube.com/@scalable.capital/videos. Meta soll Google-Chips kaufen wollen - gefällt Alphabet, NVIDIA nicht. Kohl's, Symbotic und Abercrombie & Fitch sind der 35%-Club, Zoom auch gut, kann aber nicht mithalten. Spotify will US-Preise erhöhen, Alibaba wächst stark bei KI und Novo Nordisk hat mal gute Daten. Deutsche Bank (WKN: 514000) und Commerzbank (WKN: CBK100) haben sich dieses Jahr jeweils circa verdoppelt. Bank-Aktien sind also nicht nur langweilige Dividenden-Zahler. Aber wie findet man die besten? Das hat uns Christian Kirchner von FinanzSzene verraten. Diesen Podcast vom 26.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Wall Street just escalated the fight against Bitcoin—debankings, index attacks, and a coordinated push to cage BTC behind their rails. Michael Saylor, Strike, and Bitcoin treasuries are now in the crosshairs as MSCI threatens to erase them from major indices. This is the battle for the future of money… and the legacy system is terrified.SPONSORS:✅ Lednhttps://www.nmj1gs2i.com/9W598/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loanNeed liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC's value while HODLing.
In this week's Bits + Bips, Austin Campbell, Ram Ahluwalia, and Chris Perkins dig into a macro environment that's suddenly turning more supportive: QT ending, institutions stepping in, improving liquidity signals, and major catalysts across global markets. But while the setup may be bullish, one corner of crypto isn't participating at all: DATs, which Ram calls “a death spiral.” The hosts debate whether altcoins can recover, whether Strategy pushed its structure too far, if banks' unrealized losses still matter, and why the return of ICO-style launches may say more about regulation than mania. Show highlights: 0:00 Intro 3:16 Why Ram says we are still in goldilocks economy 5:07 What is missing in the markets according to Chris and how retail is so hurt 11:07 Why the dollar has been on an uptrend, contrary to what people think 13:17 The importance of banks sitting on so much unrealized losses 18:24 Nvidia's earnings and whether we are in a buying opportunity 22:21 Whether banks will be negatively affected by stablecoins growth or they are fine 25:05 What Austin and Ram disagree on whether the 50-year mortgage is good 28:25 Whether MSTR should be excluded from the MSCI index 32:56 Why Ram is “very bearish on DATs” and the importance of their operating businesses 45:19 Why Chris finds it fascinating the revival of the ICOs 51:19 Whether there's a new operations choke point going on in crypto Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Links: Unchained: MON Rallies 40% After Mainnet Launch Fortune: Suddenly, the Fed interest rate cut in December looks like it is very much back on the table Nvidia didn't save the market. What's next for the AI trade? The Index Exclusion That Ends an Era: How MicroStrategy's Exile Redefines Corporate Finance Saylor fights back Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week's Bits + Bips, Austin Campbell, Ram Ahluwalia, and Chris Perkins dig into a macro environment that's suddenly turning more supportive: QT ending, institutions stepping in, improving liquidity signals, and major catalysts across global markets. But while the setup may be bullish, one corner of crypto isn't participating at all: DATs, which Ram calls “a death spiral.” The hosts debate whether altcoins can recover, whether Strategy pushed its structure too far, if banks' unrealized losses still matter, and why the return of ICO-style launches may say more about regulation than mania. Show highlights: 0:00 Intro 3:16 Why Ram says we are still in goldilocks economy 5:07 What is missing in the markets according to Chris and how retail is so hurt 11:07 Why the dollar has been on an uptrend, contrary to what people think 13:17 The importance of banks sitting on so much unrealized losses 18:24 Nvidia's earnings and whether we are in a buying opportunity 22:21 Whether banks will be negatively affected by stablecoins growth or they are fine 25:05 What Austin and Ram disagree on whether the 50-year mortgage is good 28:25 Whether MSTR should be excluded from the MSCI index 32:56 Why Ram is “very bearish on DATs” and the importance of their operating businesses 45:19 Why Chris finds it fascinating the revival of the ICOs 51:19 Whether there's a new operations choke point going on in crypto Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Links: Unchained: MON Rallies 40% After Mainnet Launch Fortune: Suddenly, the Fed interest rate cut in December looks like it is very much back on the table Nvidia didn't save the market. What's next for the AI trade? The Index Exclusion That Ends an Era: How MicroStrategy's Exile Redefines Corporate Finance Saylor fights back Learn more about your ad choices. Visit megaphone.fm/adchoices
Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Nvidia's moves post earnings and whether the options market got it right. Then, what would happen if MSCI removes Strategy and index funds must liquidate? Later, did the Fed just say they are cutting without saying they are cutting? Plus, has sentiment ever been this bad near all-time highs? MSCI might dump MicroStrategy | Strategy from its index Fed enters the blackout period before their meeting Probability of an interest rate cut Did buying or selling the at-the-money Nvidia straddle work post earnings? Looking at when sentiment was low during good periods of market gains Did Nvidia calm the AI is a bubble trade? Rob Arnott comments around AI vs the internet from Excess Returns Mentioned in this Episode Rob Arnott on "The Bubble You Can't Short" episode of Excess Returns podcast https://excessreturnspod.com/podcast/excess-returns/episode/the-bubble-you-cant-short-rob-arnott-on-what-you-can-do-instead Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
Nvidia wird nach Rekordzahlen abgestraft, der S&P 500 dreht von dickem Plus ins Minus, Bitcoin bricht ein – sehen wir gerade den Anfang vom Ende des KI-Hypes? In dieser Folge von „Das BRIEFING“ schauen wir uns an, ob das schon Crash-Muster sind oder „nur“ eine gesunde Korrektur im Bullenmarkt. Wir sprechen über die brutale Intraday-Volatilität im S&P 500 und Nasdaq, die Warnsignale von Fed-Gouverneurin Lisa Cook und die aktuell extreme Angst unter Anlegern. Außerdem zeige ich, warum der Absturz von Bitcoin und dem Kryptomarkt für den Aktienmarkt viel wichtiger ist, als die meisten denken – und wieso Bitcoin-Wetten wie MicroStrategy (Michael Saylor) zum Problem werden könnten. MSCI prüft nämlich gerade den Ausschluss von solchen Firmen. Am Ende geht es um die zentrale Frage: Warum ich damit rechne, dass die Fed am 10. Dezember die Zinsen senkt – und was das für dein Depot bedeutet.
De hele week werd gesmacht naar de cijfers van Nvidia, want die zouden bewijzen: die AI-bubbel bestaat niet. Héél even leek het nog waar te zijn ook. Maar het sentiment sloeg snel om, en toen trok onze redder alle beurzen met zich mee omlaag, ondanks die mega goede cijfers. Ook op onze eigen AEX staan de chipaandelen lager. Waar het misging en hoe die onverklaarbare omslag nu te verklaren valt, bespreken we deze aflevering. Je hoort ook waarom defensie-aandelen vandaag weer fors lager staan en waarom een vredesplan van Donald Trump en Vladimir Poetin beleggers kennelijk meer overtuigd dan groeiprognoses van het Duitse Rheinmetall, het bedrijf dat het meest inlevert. Dan duiken we ook nog in de cijfers van gamereus Ubisoft en moeten we het nog eens hebben over het bedrijf achter oorwurm Baby Shark. Het bedrijf ging naar de beurs dinsdag en het aandeel won direct 60 procent aan waarde, maar daar is drie dagen later niks meer van over. See omnystudio.com/listener for privacy information.
Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)
De hele week werd gesmacht naar de cijfers van Nvidia, want die zouden bewijzen: die AI-bubbel bestaat niet. Héél even leek het nog waar te zijn ook. Maar het sentiment sloeg snel om, en toen trok onze redder alle beurzen met zich mee omlaag, ondanks die mega goede cijfers. Ook op onze eigen AEX staan de chipaandelen lager. Waar het misging en hoe die onverklaarbare omslag nu te verklaren valt, bespreken we deze aflevering. Je hoort ook waarom defensie-aandelen vandaag weer fors lager staan en waarom een vredesplan van Donald Trump en Vladimir Poetin beleggers kennelijk meer overtuigd dan groeiprognoses van het Duitse Rheinmetall, het bedrijf dat het meest inlevert. Dan duiken we ook nog in de cijfers van gamereus Ubisoft en moeten we het nog eens hebben over het bedrijf achter oorwurm Baby Shark. Het bedrijf ging naar de beurs dinsdag en het aandeel won direct 60 procent aan waarde, maar daar is drie dagen later niks meer van over. See omnystudio.com/listener for privacy information.
Episode 74 comes at you from inside the 26th Annual TD Securities Portfolio Management and Market Structure Conference held in Toronto in early November. In this episode, we replay a panel discussion with executives from the leading benchmark providers MSCI, S&P and FTSE-Russell alongside an index manager from State Street Investment Management. Topics discussed include the difficulty of reconciling domestic and global benchmark policies, evolving rules on domicile, concentration and capping rules and the emerging issue of eligibility for companies around the world running crypto treasury operations inside operating companies, so-called Digital Asset Treasury Companies. Chapter Headings 02:54 Domestic Benchmark Overlap06:52 What It Would Take to Make Canadian Names Eligible for S&P 500?14:51 FTSE 100 Eligibility for non-UK Incorporated Issuers27:38 Mag 7 Concentration31:48 Eligibility of Digital Asset Treasury Companies36:44 MSCI/FTSE Split on Viet Nam and South Korea48:15 Implications of 24-hour Trading This podcast was recorded on November 6, 2025 For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Well, from time to time we cover RANDOM tidbits of information which cover RANDOM questions and/or RANDOM patient care issues that we encounter. In this episode we will cover one OB issue related to recurrent pregnancy loss, one GYN issue related to unilateral breast swelling in a patient with SLE, and one RANDOM life perspective response from a mock interview that I participated in for a residency candidate. Listen in fordetails!1. Viviana DO; Giugni, Claudio Schenone MD; Ros, Stephanie T. MD, MSCI. Factor V and recurrent pregnancy loss: de Assis, Evaluation of Recurrent Pregnancy Loss. Obstetrics & Gynecology 143(5):p 645-659, May 2024. | DOI: 10.1097/AOG.0000000000005498Unilateral Breast Swelling with SLE: 2. Voizard B, Lalonde L, Sanchez LM, et al. LupusMastitis as a First Manifestation of Systemic Disease: About Two Cases With a Review of the Literature. European Journal of Radiology. 2017;92:124-131. doi:10.1016/j.ejrad.2017.04.023.3. Kinonen C, Gattuso P, Reddy VB. Lupus Mastitis:An Uncommon Complication of Systemic or Discoid Lupus. The American Journal of Surgical Pathology. 2010;34(6):901-6. doi:10.1097/PAS.0b013e3181da00fb.4. Summers TA, Lehman MB, Barner R, Royer MC. Lupus Mastitis: A Clinicopathologic Review and Addition of a Case. Advances in Anatomic Pathology.2009;16(1):56-61. doi:10.1097/PAP.0b013e3181915ff7.5. Jiménez-Antón A, Jiménez-Gallo D,Millán-Cayetano JF, Navarro-Navarro I, Linares-Barrios M. Unilateral Lupus Mastitis.Lupus. 2023;32(3):438-440. doi:10.1177/09612033221151011.STRONG COFFEE PROMO: 20% Off Strong Coffee Company https://strongcoffeecompany.com/discount/CHAPANOSPINOBG
You've heard of the S&P 500 Index and the MSCI World Index. But do you know about the companies behind them? S&P Global and MSCI are two of the most powerful, yet least understood, giants in finance. Their decisions quietly shape trillions of dollars in global investments. Listen to the podcast to learn more.
Henry Fernandez's company oversees hundreds of thousands of indexes. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of "What's the Risk?" we take a look at the historic performance of the MSCI Emerging Markets Index. Some people would know ETFs that seeks to track the performance of this index as Blackrock's IEM and Betashares BEMG ETF.Emerging markets have been much better as of late, and that's attracted the attention of investors again. It wasn't that long ago that emerging markets were significantly punished after Russia invaded Ukraine, and they were in the doldrums for a time after. This highlights some of the risks associated with emerging markets, some countries have governments and leaders that can increase volatility if you overweight them. While we're looking at MSCI's index, we do a comparison to FTSE's index which is tracked by Vanguard's VGE in Australia, and look a some of the differences between the two because there are some differences on country inclusions and size inclusions.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ https://www.mfg.com.au Mancell 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.
Four acquisitions in six months? Most companies would call that ambitious. MSCI called it Tuesday.In this week's episode of the Only Constant, Allison Nelik discusses with Nellie Wartoft how they navigated the communications chaos of back-to-back M&A deals, from managing employee fears about job security to integrating entirely new cultures while maintaining business momentum.Connect with:Nellie WartoftCEO of TigerhallChair of the Executive Council for Leading Change (ECLC)nellie@tigerhall.com
This week, Barry and Ernest discuss the underperformance of high-quality companies, provide an update on some companies in the financial sector and Big Techs, and defendpublic equities as an asset class. 0:00- Intro7:38- Unprofitable company stocks16:20- MSCI, TMX, and Moody's update24:15- Meta's splurge on AI33:40- Google and Microsoft's earnings 39:58- Why we invest in stocks
According to research from Forrester, 70% of marketing content goes unused. So how can you effectively structure and govern your content to unlock its value and drive measurable business results? Riley Rogers: Hi, and welcome to the Win-Win podcast. I’m your host, Riley Rogers. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Chanique James, marketing lead generation and enablement specialist at MSCI. Thank you so much for joining us, Chanique. To kick us off, I’d love if you could just start by telling us a little bit about yourself, your background, and your role. Chanique James: Sure. Thank you so much for having me. I’m excited to be here. I have several years of experience in brand and product marketing, focusing on promotions, trade marketing, and event management, as well as sales enablement. Over the years I’ve managed from product marketing initiatives across both B2B and B2C environments, developing integrated strategies that connect creativity, storytelling with measurable business outcomes. I’ve always been passionate about connecting strategy with people and finding the balance between creativity, data, and impact. That perspective has shaped how I approach marketing and enablement today. In my current role, I focus on marketing, lead generation and enablement. Ensuring or grow to market teams have access to the right content at the right time, along with insights and tools to engage clients effectively. I see my work as connecting digital strategy with operational excellence, bringing clarity, consistency and impact to how marketing and sales collaboration. RR: Amazing. Well, from that background, it seems like there’s a lot of ground we could cover here. A lot of experience across a lot of different arenas that I’d love to dig into. So let’s just start with maybe a bit of background on kind of the environment that you’re working in. So I know that MSCI provides a pretty broad range of services to the global investment community. So what are some of the unique challenges that your go-to market teams face when activating at scale across global regions? And then to your point, how does digital enablement help address them in global environment? CJ: I believe that scale introduces complexity from different regulatory environments to language nuances and varying buyer expectations. Go to market teams face similar challenges across regions. They have to balance consistency, compliance, and connectivity. Ensuring that messaging feels unified, yet relevant in diverse markets. Managing that balance requires both structure and flexibility, and that’s where digital enablement comes in. By centralizing content, data and workflows, digital enablement gives team visibility into what’s working and empowers them to adapt quickly. These tools make it possible to deliver localized content and timely materials to client facing teams around the world, helping them navigate campaigns efficiently as well as, I would say more confidently. RR: Amazing. It sounds like you’ve got a lot on your plate, so I’m excited to dig into kind of the strategies for approaching those obstacles and those challenges of scale beyond kind of some of the unique obstacles that you encounter as a global organization, as a financial services organization, I’d like to focus on some that pretty much every organization is gonna face, which is the disconnect across the go to market organization. So as a marketing leader. What go-to-market initiatives are you focused on to better align your marketing and your sales teams? CJ: For me, I would say alignment starts with visibility and connection. It’s really about making sure marketing and sales teams are working from the same playbook as well as working together so that content, messaging and data tell one cohesive story. That alignment creates focus and efficiency. It means simplifying access to marketing and enablement tools, making insights actionable, and keeping collaboration front and center with both sides. That is marketing and sales are connected around shared goals and clear communication. Everything else from productivity to performance naturally improves. RR: Absolutely. And I think one of those key levers that you can pull on is the content that you’re sharing across. When it’s well managed and well socialized, you unlock really strong cross-functional collaboration when it’s not, we know the consequences in your work. One of those key focuses is content management. So from your experience, what are some of the common pitfalls that financial services organizations like yours might face when developing and managing content, and then how can maybe they avoid them? CJ: I would say possibly a big, or the biggest challenge that we have is fragmentation content often live in silos owned by different teams, sometimes with different goals that can lead to duplication, outdated materials, or even inconsistencies in messaging and compliance. Key, however, is strong governance and collaboration, establishing clear processes around how content is created, reviewed, distributed, and even maintaining open feedback loop across marketing, compliance, and sales can actually help us ensure that every piece of content is purposeful, consistent, and UpToDate in addition. I believe that when organizations take that structured approach, they move from managing content reactively to managing more strategically, and this can actually turn into a real advantage for the business. RR: Can you talk to me a little bit about like the value of that strategic approach as opposed to a like reactive approach? CJ: So I ultimately believe that in terms of content management, you really need to think strategically, how are teams accessing it? How are they using it, and also is it relevant for your market? I believe that one of the key things that we can do is always leverage the data. Enablement tools allow us to get a lot of insights not just into client engagement with content, but also how our sales team are actually using it. When we actually leverage that data, that helps us to drive strategy and that strategy actually helps us improve over time. The content that we continuously create and the content that we also continuously share with our clients. And I think that’s a big portion. That’s a big part of actually making sure that we’re not just reacting to things, not be being used well, but also strategically ensuring that moving forward when we see certain metrics, we use that to create better content, to have better client relationships and conversations for our sales team. RR: Yeah, I think that’s such a great perspective. I think sometimes as marketers, you get really caught up in like what you’re excited to create, and sometimes you have to take that step back and go, what is actually useful? What are our reps like, what are our clients like? And how can I lean into that? So I, I love that you’re taking that approach. Um, and I know good governance and good content creation strategies can be really, really crucial, but they can also be really difficult to maintain. So I’d like to talk a little bit, maybe about. The impact of taking the time to focus in on that. So what do you see as the value of having compliant up-to-date content and how does that enable reps to succeed in the field? CJ: Sure. I believe that having quality and compliant content is very essential, and also having enablement platforms actually serve as a great deal in terms of ensuring that the content is easy for sales reps to access. Enablement platforms are transformative because they turn content from status assets into living resources. They centralized content distribution, enforce compliance, and provide clear insights into engagement and performance. For financial organizations where accuracy and timing are everything, this gives our sales team confidence that what they’re sharing with clients have been approved and is also relevant. So I would say that it’s not just about access, it’s really about assurance, agility, and trust. RR: I think that that last call out is so key because it’s ultimately just about trust, right? Your reps need to know that your content is reliable and aligned to their needs. Your business needs to know that you’re compliant and aren’t gonna create unnecessary risk that nobody wants to deal with. If you can prove that and build that brand of trust. You’re set. And maybe that’s kind of how you’ve achieved such a high recurring usage rate in Highspot. So can you walk me through, in addition to some of the governance pieces that we’ve been talking about, but what best practices have been effective in helping you drive strong adoption? CJ: Adoption thrives on relevance and experience. We treat our environment as more than a repository. It’s really a dynamic workspace that grows with our teams. We’re focused on building a clear content structure so users can easily find what they need, and we partner with champions who will help drive awareness, as well as share best practices. We also offer focus training and share success stories with our new users. That highlights real results. In addition, we integrate with platforms such as Salesforce so that the tool actually fits naturally into the workflows of our sales teams. I think that when people see genuine value in how it helps them, it actually allows them to work smarter and adoption really naturally flows from that. RR: I love touching on the ecosystem piece and creating an environment that works for people. ’cause a lot of the time when enablement feels like a mandate or it’s not built with workflows in mind. You don’t see that adoption, so love to hear the best practices that are working for you, but I know that it’s not just adoption that’s going well for you and the team. We’ve heard some really great things about the work that you’re doing, so I’d be really curious to know, since implementing Highspot, what key results have you achieved and are there any particular wins or achievements that you’re super proud of? CJ: I think one of the most exciting things have been our ability to see how our approach has truly transformed the way our team operates. One major impact and achievement has been turning the platform into, as I mentioned before, a strategic activation hub. We’ve streamlined how content is distributed, tracked, measured, which significantly, adoption reads and overall content utilization. So we’ve seen measurable improvements in both time savings as well as content engagement. Our sales teams now have easier access to tailored playbooks, helping them move faster and stay aligned across functions. What I’m most proud of, however, and honestly continuously working on, is how this has strengthened collaboration between our functions such as marketing, sales, and even our product teams. I believe that this has actually helped us to turn our content and digital strategy into a true connector across the business. RR: I think that’s a fantastic achievement to say that, you know, we’ve created a through line across the organization that is now our source of truth and our source of communication. That’s fantastic. So have to commend you and the team for that work. We’ve talked about what the challenges are, how you’re solving them, what you’ve achieved so far, but let’s maybe talk a little bit about the future. So I know that MSCIs tagline is Clarity drives action. Thinking about that philosophy, how does that guide your approach to strategy and your role? And then what outcomes are you looking to drive next? CJ: Clergy drives action resonates deeply with my approach to marketing, digital strategy, and enablement. For me, it’s about simplifying complexity and making information accessible, actionable, and meaningful so that insights can truly drive impact. Looking ahead, I’m focused on advancing data-driven personalization and using insights to deliver more connected high value experiences for both internal teams and clients. The goal is really to keep evolving how we connect strategy to execution, creating clarity, efficiency, and measurable outcomes that help marketing efforts drive stronger engagement and ultimately business growth. RR: Awesome. Can I ask, is there anything in particular with Highspot that you think is going to be helpful in helping you achieve those goals? CJ: Sure. Yeah. I think the data that we’re able to get from Highspot, again, not just the external information in terms of client engagement with our content, but also usage information in terms of how our sales team is actually leveraging the platform. I think that will give us a lot of insights into ensuring that what we’re putting forward on the platform in terms of content, as well as our enablement strategy, that will actually mirror into helping them go to market more efficiently and effectively. So moving forward, I think that. The tool actually plays a key role in how we’re doing that right now. It has helped us in gaining a lot of success, and I think moving forward all we can do is continue to leverage that data and insights to just make more improvements for the future. RR: Fantastic. I love that. It’s just an optimization approach if we’ve created the foundation and now we’re gonna hone in on what works and continue to scale it. I know we’re running a little bit low on the time we have with you, so I’d like to close out with maybe some advice for our audience who are likelier than not in similar shoes to you. So if you had to summarize one key lesson from your experience in content development and management, what would it be? CJ: I think one key thing is that simplicity drives scale. The more intuitive your systems and processes are, the more likely teams are to use them effectively. Great enablement isn’t just about technology. It’s about designing experiences that empower people to do their best work with confidence. At the same time, governance also enables growth. So when structure and simplicity work together, creativity can thrive, and that’s when organizations scale effectively as well as sustainably. At the end of the day, it’s not just about really the tools, it’s also about being able to empower our teams to do great work confidently and consistently. RR: I think that’s wonderful to close on, empowering our teams to do great work. That’s what we are all looking to do, so thank you for all of the best practices to help us get there. It has been a pleasure chatting with you, and I can’t wait to bring all of these insights to our listeners. CJ: Thank you so much for having me. I really enjoy the conversation. RR: To our listeners, thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.
Guy Turner, Managing Director of Carbon Markets at MSCI and ICE's Gordon Bennett discuss the pricing dynamics around CORSIA-eligible credits for Phase 1 and look ahead to pricing by 2035.
Shawn & Daniel break down MSCI Inc. (ticker: MSCI), a company whose indexes are essential to tracking different parts of financial markets globally, becoming the go-to standard for following how stocks around the planet are performing via the MSCI World Index. Here, you'll learn about how MSCI came to dominate global financial indexes, how indexes helped fuel the passive investing revolution, whether MSCI can continue to be a “compunder” going forward, and so much more! IN THIS EPISODE, YOU'LL LEARN: 00:00:00 Intro How indexes produced by MSCI help to organize, simplify, and provide context for different aspects of financial markets Why MSCI has become the industry standard for indexes outside of the U.S. About MSCI's relationship with major asset managers like Vanguard, BlackRock, and State Street Whether direct indexing will disrupt MSCI's golden goose What makes MSCI one of the highest quality businesses we've ever looked at Whether passive investing will be a boon going forward for MSCI, or if declining management fees in mutual funds will devastate the business How to think about modeling MSCI's intrinsic value Whether Shawn and Daniel add MSCI to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Podcast interview with MSCI's CEO. MSCI Investor Relations' page. Pitch for MSCI on the Value Investors Club forum. BuyBack Capital's research on MSCI. Check out The Outsiders, by William Thorndike. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learning how to perform procedures on patients is an important part of medical training, but how do programs decide what to teach? And how do they integrate the latest technology? Host Eddie Qian, MD, from Vanderbilt University Medical Center, talks to Meredith Pugh, MD, MSCI, and Kaele Leonard, MD, of Vanderbilt University Medical Center. Together, they discuss how they think about working with trainees and fellows when it comes to teaching important procedures.
Singapore’s government is investing heavily to become a global hub for finance, commodities and transportation. The spending includes $3 billion for Changi airport’s terminals and infrastructure and equity market reform to attract more capital. Singapore’s household assets could nearly double to $4 trillion by 2030 and the MSCI stock index is set to double in the next five years, according to Morgan Stanley. Nick Lord, research director for the Asean research department at Morgan Stanley and who authored a report this year on the subject, says the equity market reforms are key to unlocking growth. He discusses the latest developments in the city state with John and Katia.See omnystudio.com/listener for privacy information.
Plus 2155 Prozent in 18 Jahren: Hinter den wichtigsten Börsenindizes der Welt steht ein hochprofitabler Datenanbieter. Der MSCI-Chef verrät, welche Anlagetrends sein Geschäft prägen.
If you had to choose between speed, transparency, or accuracy in your communications, which would you pick?In this week's episode of the Only Constant, Allison Nelik discusses with Nellie Wartoft how transparency has become the ultimate currency in change communications, why social media shifted our expectations of leadership authenticity, and practical strategies for balancing speed with accuracy when the world is moving fast.Connect with:Nellie WartoftCEO of TigerhallChair of the Executive Council for Leading Change (ECLC)nellie@tigerhall.com
Join Digital Education Committee host Jason Jacobson, MD, FHRS, as he discusses this late 2024 article with guests Miguel Valderrabano, MD, PhD, FHRS and J. Peter Weiss, MD, Msci, FHRS, from the HRSTv Studio in Atlanta at HRX 2025. The trial compared two treatment strategies for patients with ventricular tachycardia: early catheter ablation versus continuing antiarrhythmic drug therapy (mostly sotalol or amiodarone). It found that starting with catheter ablation resulted in fewer episodes of ventricular tachycardia, less need for hospitalizations and interventions, and better overall control of arrhythmias compared to relying on drugs alone. Learning Objective: Compare early catheter ablation to continuing antiarrhythmic drug therapy as effective treatment strategies for patients with ventricular tachycardia. Article AuthorsJohn L. Sapp, M.D., Anthony S.L. Tang, M.D., Ratika Parkash, M.D., William G. Stevenson, M.D., Jeff S. Healey, M.D., Lorne J. Gula, M.D., Girish M. Nair, M.B., B.S., Vidal Essebag, M.D., Ph.D., Lena Rivard, M.D., Jean-Francois Roux, M.D., Pablo B. Nery, M.D., Jean-Francois Sarrazin, M.D., Guy Amit, M.D., Jean-Marc Raymond, M.D., Marc Deyell, M.D., Chris Lane, M.D., Frederic Sacher, M.D., Christian de Chillou, M.D., Vikas Kuriachan, M.D., Amir AbdelWahab, M.D., Isabelle Nault, M.D., Katia Dyrda, M.D., Stephen Wilton, M.D., Umjeet Jolly, M.D., Arvindh Kanagasundram, M.D., and George A. Wells, Ph.D., for the VANISH2 Study Team Podcast Contributors Jason Jacobson, MD, FHRS | Westchester Medical Center Miguel Valderrabano, MD, PhD, FHRS Houston Methodist Hospital J. Peter Weiss, MD, Msci, FHRS | Banner University of Arizona Medical Center, Phoenix Contributor Disclosures: J. Jacobson Honoraria/Speaking/Consulting: Zoll Medical Corporation, Vektor Medical, Inc. Research: Cardio Focus Stocks, Privately Held: Atlas 5D Miguel Valderrabano, MD, PhD, FHRS Speaking/Teaching/Consulting: Biosense Webster Inc., Boston Scientific, Abbott Medical, Biotronik Research: Circa Scientific, Biosense Webster, Inc. J. Peter Weiss, MD, Msci, FHRS Speaking/Teaching/Consulting: Abbott Medical, Biotronik, Stereotaxis, Inc., Circa Scientific, Synaptic Medical, Luma Vision Bonsu video of this episode, recorded at HRX Live 2025 in Atlanta, can be found on HRS365 and the HRX Innovation Hub
This study examined outcomes of patients with atrial fibrillation treated with pulsed field ablation (PFA) and found a notably high incidence of phrenic nerve injury during the procedure. Most injuries were transient, but some persisted beyond the immediate peri-procedural period, raising concerns about long-term safety. The findings highlight the need for refined techniques and monitoring strategies to mitigate phrenic nerve injury risk with PFA. Please join host Michael S. Lloyd, MD, FHRS as he discusses the finding of this study with his guests Andrea M. Russo, MD, FHRS and Birju Rao, MD, Msci in Atlanta at the HRX Live 2025 conference. Learning Objective: Examine outcomes of patients with atrial fibrillation treated with pulsed field ablation (PFA). Article AuthorsLouis Chéhirlian, MD, Linda Koutbi, MD, Julien Mancini, MD, PhD, Jérôme Hourdain, MD, Robin Richard-Vitton, MD, Marie Wilkin, MD, Jean-Claude Deharo, MD, Baptiste Maille, MD, PhD, Frédéric Franceschi, MD, PhD Podcast Contributors Michael S. Lloyd, MD, FHRS | Emory University Andrea M. Russo, MD, FHRS | Cooper University Health Care Birju Rao, MD, Msci | Emory University Contributor Disclosure(s): M. Lloyd: •Membership on Advisory Committees: Boston Scientific •Speaking/Teaching/Consulting: Medtronic, ArgaMedtech, Circa Scientific B. Rao •Nothing relevant to disclose. A. Russo: •Honoraria/Speaking/Consulting: Pacemate, Abbott Medical, Medtronic, BiosenseWebster, Inc., AtriCure, Inc., Bayer Healthcare Pharmaceuticals, Boston Scientific •Research: Medtronic, Boston Scientific, Abbott, Bayer Healthcare Pharmaceuticals •Royalty Income: UpToDate,Inc. •Fellowship Support: Medtronic, Inc. Bonus video of this episode, recorded at HRX Live 2025 in Atalnta, can be found on HRS365 and the HRX Innovation Hub.
The starting gun has gone off: The Federal Reserve lowered interest rates 25 basis points. Now CRE can be off to the races.At least that's the narrative.In practice, CRE cares more about long-term debt, and the 10-year Treasury ran counter to expectations and actually rose 10 bps, Jim Costello, MSCI's director of real estate economics, said on this week's show. Besides, the industry's problems go far beyond interest rates, and 25 bps isn't large enough to make much difference.“If you want to be successful in CRE, it's not about that home run of capital market forces lifting the value tremendously,” Costello said. “It's going to be a lot of singles and doubles.”That means a focus on proper leasing, getting the right broker, careful analysis of tenants and focusing on operating expenses.How about all that money waiting on the sidelines — will that finally loosen up with the drop in rates?“Here's the thing about dry powder: When you get a little wind, it can blow it away,” Costello said.“If you don't have a situation where managers can place money effectively and hit their IRRs, that dry powder will dissipate.”
Wall Street's bets that Federal Reserve rate cuts will keep powering Corporate America drove stocks to all-time highs, with traders piling into the riskier corners of the market. The S&P 500, Nasdaq 100, Dow Jones Industrial Average and Russell 2000 small-cap index all closed at fresh highs on Thursday, for the first time since November 2021. An MSCI index of global stocks also closed at a record. We look at the market landscape with Shams Afzal, Managing Director at the Carnegie Investment Counsel.Plus - Fed Chair Jerome Powell managed against the odds to forge a near-unanimous consensus at this week's policy meeting, with new Governor Stephen Miran the only one to vote against the quarter-percentage-point interest-rate cut. Miran, a close ally of President Donald Trump who was just sworn into a temporary Fed position on Tuesday, dissented in favor of a larger reduction — something the president has been demanding for months. In her latest column, Bloomberg Opinion's Shuli Ren writes that one thing is clear following Miran's appointment: the dollar will get a lot weaker. She joins us to explain.See omnystudio.com/listener for privacy information.
Asian stocks climbed for a fourth day on Tuesday as Wall Street's upbeat mood ahead of expected Federal Reserve rate cuts flowed into regional trading. MSCI's Asia-Pacific equities gauge reached its highest level since February 2021 with tech firms like Taiwan Semiconductor and Alibaba Group contributing most to the gains. Shares in Japan, South Korea and Hong Kong rose, while those in Australia declined. The moves followed a surge in bets on rate cuts by the US central bank that pushed stocks near record highs on hopes that easier policy will bolster corporate America. We look at the market landscape with Carol Schleif, Chief Market Strategist at BMO Private Wealth.In Japan, the implications of the nation's latest political turmoil have spilled into markets. The Nikkei 225 advanced to touch a new intraday record high in the morning. The country's government bonds were firmer after having slumped Monday as Prime Minister Shigeru Ishiba's decision to step down underscored expectations for looser fiscal policy. Bloomberg Opinion Columnist Gearoid Reidy joins with insight on the road ahead for Japan's ruling bloc.See omnystudio.com/listener for privacy information.
08 Sep 2025. We’re live from NIO Hub Dubai with a flurry of announcements: Du is selling more shares in a secondary public offering, with just over 7.5% of its share capital offered to investors. ADNOC Gas joins the FTSE Emerging Index, boosting its global visibility after earlier inclusion in MSCI. And NIO’s UAE boss on their new hub in SZR, plus a car giveaway!See omnystudio.com/listener for privacy information.
What happens when you take the leap of faith and actually trust your workforce to engage with internal comms?In this week's episode of the Only Constant, Allison Nelik discusses with Nellie Wartoft how to overcome the control mindset in internal communications, why two-way feedback drives transformation success, and how to create an internal news outlet that employees actually want to engage with.Connect with:Nellie WartoftCEO of TigerhallChair of the Executive Council for Leading Change (ECLC)nellie@tigerhall.com
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by MSCI and Rocket Money. To learn more about MSCI, visit https://info.msci.com/chrt-i4w-pdcst Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today. Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews MSCI Disclosure: MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. To learn more, please visithttp://www.msci.com/ The process for submitting a formal index complaint can be found on the index regulation page of MSCI's website at: www.msci.com/index-regulation. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Der Kalender zum Podcast? Jetzt kaufen. Schweinebauch teuer für Hormel Foods. Pure Storage liebt Meta. Best Buy & HP feiern PC. Bei Dick's feiert niemand Foot-Locker-Deal. Europäer kaufen Autos, aber kaum Teslas. Berlusconis kontrollieren ProSieben. S&P 500 über 6.500. Buffett kauft Mitsui & Mitsubishi. Talanx (WKN: TLX100) ist breit gebaut. An der Börse performanter als Allianz und Münchener Rück. Und ein DAX-Kandidat. Der MSCI Tobacco hat's vorgemacht. Pernod Ricard (WKN: 853373) soll's nachmachen. Diesen Podcast vom 29.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Asian equities gained at the open, tracking Wall Street's rally, after Federal Reserve Chairman Jerome Powell opened the door to resuming interest rate cuts. Shares in Japan and South Korea advanced with MSCI's gauge for the region gaining 0.2%. Australian stocks hit a fresh record. Treasuries opened lower, giving up some of the gains on Friday after Powell's speech. Traders see an 84% chance of a Fed rate cut next month after Powell signaled at Jackson Hole the central bank may ease before inflation fully returns to target amid a softening jobs market. Still, officials remain split on the outlook, warning of lingering price risks from US trade tariffs ahead of this week's key inflation data. We get reaction from Matt Orton, Head of Advisory Solutions and Market Strategy at Raymond James Investment Management.Plus - Chinese stocks will be in focus with questions mounting over how much further the market can rally with concerns of trade tariffs and a deep-rooted property crisis weighing on the economy. While the market's steady advance may suggest less risk of a sudden correction, some analysts are warning that a bubble is in the making. The Nasdaq Golden Dragon China Index rose 2.7% Friday and futures indicated a stronger open for shares in Hong Kong and mainland China. We examine the week's market outlook with Qian Wang, Chief Asia Pacific Economist at The Vanguard Group. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.
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. Remarkably, the MSCI global index, which hit another high, is more than 50% higher than just 3 years ago. The European STOXX 600 is a mere 30% … Continue reading "Markets Greet Light In Tunnel, But Is That A Train Coming?"
Dr. Val Baker is a Scientific Research Associate at the Resonance Science Foundation. She earned an MSci in Astrophysics from University College London and a PhD in Astrophysics from Open University under Dr. Andrew Norton. Her research spans binaries, neutron stars, black holes, gamma-ray bursts, AGN and exoplanets. Forward Time Travel via Relativity Einstein's special theory of relativity tells us that the faster you move, the more slowly you experience time relative to someone at rest. Precision experiments—like synchronizing atomic clocks on jets versus on the ground—confirm that high-speed travel causes measurable time dilation. Did The Avengers Get Time Travel Right in Endgame? The MCU's Quantum Approach In Endgame, the Avengers use Pym Particles to shrink into the Quantum Realm and slip through time. This nods to real ideas about spacetime shortcuts—akin to wormholes—but the film glosses over the astronomical energy and stability challenges such a method would entail in actual physics. Start Your Free One Year Trial For Sci-Fi Talk Plus, Today.
Asian shares edged higher at the open, led by Japanese equities after the country's gross domestic product beat estimates. MSCI's gauge of Asian shares rose 0.2% as the Topix Index in Japan gained 0.8%. The country's economy expanded faster than expected last quarter, avoiding a recession. Stateside, bonds held their losses after higher inflation data caused traders to pare Federal Reserve interest-rates cuts, sending two-year Treasury yields higher by six basis points to 3.73%. A gauge of the dollar was little changed after gaining 0.4% in the prior session. Risk sentiment had been buoyed in previous days by expectations of monetary easing in the US, with traders fully pricing in a quarter-point reduction. But with US wholesale inflation accelerating in July by the most in three years, traders trimmed the odds of a September rate cut to about 90% from near certainty. We get reaction from Mark Luschini, Chief Investment Strategist at Janney Montgomery Scott.Plus - traders in Asia will also focus on China's monthly data, which will help gauge the health of the economy as it battles a US trade war and the longest deflation streak since at least the 1990s. Worries of a deepening downturn are mounting, with expectations retail sales growth and industrial production slowed in July from the month prior, according to Bloomberg surveys. We check on the state of consumption in the Asia-Pacific with Matthew Driver, Executive Vice President of Services, APAC at Mastercard.See omnystudio.com/listener for privacy information.
Interview with Nyssa Fox Farrell, MD, and Lara W. Crock, MD, PhD, MSCI, authors of Stellate Ganglion Block for the Treatment of COVID-19−Induced Parosmia: A Randomized Clinical Trial. Hosted by Paul C. Bryson, MD, MBA. Related Content: Stellate Ganglion Block for the Treatment of COVID-19−Induced Parosmia
In this special episode of Dividend Talk, we tackle one of the most frustrating topics for European investors: dividend withholding tax. Our guest is Thomas Rappold, founder of Divizend.com, a platform built to automate and simplify dividend tax reclaims for retail investors. Thomas shares how his own investing struggles led him to build the company, and how Divizend is helping thousands of investors recover lost income from foreign dividends.We discuss:What dividend withholding tax is (and why it's such a headache)Why most investors miss out on reclaiming what's rightfully theirsThe upcoming EU-Faster regulation and digital tax residency certificatesThe role of brokers, the EU Commission, and what's changing by 2028Practical steps for reclaiming your foreign dividend taxesWhy dividend investors need to push for change and how Divizend is giving us a voiceThomas also shares his unique investing mindset (yes, he owns both Palantir and Lindt!) and replaces a stock in our Dividend Growth Community Portfolio.
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)
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)
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: