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Americana Partners LLC Market Commentary is a financial podcast for investors, clients, and market-focused listeners who want clear perspective on the economy, investing, and portfolio strategy. Hosted by Melissa Giles and based on the market views and special reports of David M. Darst, Chief Investment Officer at Americana Partners, the show breaks down monthly market commentary, economic conditions, investment strategy, asset allocation themes, and the forces shaping today's financial markets. Each episode is designed to help listeners better understand market trends, long-term investing, and how to think clearly in changing environments. If you are looking for a smart, approachable source for market updates, economic outlook, wealth management insight, portfolio positioning, and investment commentary, subscribe to stay informed with timely perspectives from Americana Partners.   Join Our Distribution List – For a full copy of our report. 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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. It was a positive week, with the US volatility index falling nearly 18% and the MSCI global equities index up1.16% on Friday, while the STOXX 600 in … Continue reading "Markets Moonshot Thanks To SpaceX, AI Bets And The Iran “Deal”"

Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India's macro outlook, capital flows and sector opportunities.Read more insights from Morgan Stanley.----- Transcript -----Chetan Ahya: Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist.Ridham Desai: And I'm Ridham Desai, Morgan Stanley's Head of India Research and Chief India Equity Strategist.Chetan Ahya: Today, the biggest takeaways from our India Investment Forum in Mumbai. From the shifting outlook for India's markets and flows to the sectors driving the next phase of corporate earnings and CapEx.It's Friday, June 12th at 7PM in Hong Kong.Ridham Desai: And 4:30PM in Mumbai.Chetan Ahya: Ridham, the Morgan Stanley's India Investment Forum took place in Mumbai last week, and I was there with you. These events are a great opportunity to speak with investors who come across from the globe to attend. Now that we have had a few days to process the conversations, what stood out to you? What was the biggest shift in investor sentiment that you picked on?Ridham Desai: So, Chetan, I think it's been the case of a continuing story about India. Domestic investors look that they are bullish, and foreign investors continue to stay rather cautious on the Indian markets. We could see that in the overall attendance. In contrast, I think domestic investors were looking for the next stock that they wanted to buy. They were seeking opportunities, and there was a lot of interest in meeting companies.Before we get into markets, let me turn back to you from a macro side. India's growth story remains strong, but relative growth appears to be cooling. This is in contrast to markets like Japan, Taiwan, Korea, and the US. How should investors think about India's macro positioning in that context?Chetan Ahya: So, Ridham, when I look at the macro data in India, they're all indicating a meaningful upside in the growth trend. So I'll just cite two key cyclically sensitive macro data points. One is the banking system credit growth, and number two is the auto sales, particularly the passenger vehicle. So bank credit growth is growing as of the last biweekly data point that we got. It's growing at seventeen point seven percent year-on-year, and car sales are growing at twenty-seven percent in the month of May.But as you were mentioning earlier, the relative growth opportunity is a challenge for India and to just share the numbers on the earnings growth for the first quarter that we saw across the region. So we saw Korea's earnings growth at one hundred and seventy percent. We saw Taiwan's earnings growth at forty-eight percent year on year. Japan at thirty-three percent. The US has seen a growth of about twenty-seven percent year on year.So in that context, when India is reporting thirteen percent growth, it's becoming a challenge for investors to look for opportunities in India relative to other markets. Either they are more focused on the other markets than India. So let me come back to you, Ridham. Staying with the investment implications, India projects stable valuations and strong corporate earnings, but its relative growth advantage has narrowed. How should investors reconcile this contradiction?Ridham Desai: If I go back thirty-five years, as long as we have the MSCI index series, and as far as I have been in this industry, this is the lowest relative multiple that India has traded at. And indeed, growth last year was weak. But if you see QOQ, we have started to accelerate. The broad market earnings growth trajectory has shown a doubling in the quarter that ended March over the quarter that ended December.But it underscores the point you made about the relative growth complex. It's clearly not in India's favor. And a lot of the capital in the world is short-term oriented, and it cares for what growth is gonna come in the next quarter or two. And that's the state of the market right now.However, what I would say is that equities is a quintessential long-duration asset class. In the long run, what matters is terminal growth. I don't really think India's terminal growth has moved much. It remains far superior to a lot of other countries around the world. And therefore, I think this does present itself as a great opportunity for a long-term investor while the markets are digesting this relative growth disadvantage that India seems to have over the next, say, three or four quarters.Chetan Ahya: And Ridham, another theme from the forum was policy action to attract capital. Policymakers announced a number of measures right as our conference ended and they aimed to withdraw withholding tax on debt investors, also providing banks with an incentive to take up more dollar borrowing. How central are these measures to sustaining foreign inflows into Indian markets?Ridham Desai: I think the measures taken by policymakers are very important, probably amongst the most important policy actions this year. The removal of taxation on debt investors will make a difference. The provision for hedging to external commercial borrowings as well as to foreign currency deposits will make a difference.It should boost flows into India over the next twelve months. That said, these measures may not help the equity flows because the equity flows, I think, are going to depend on the relative growth situation. Now, there's only that much India can do to lift its growth. It may accelerate to the high teens. So growth elsewhere needs to decelerate for equity investors to return. Or India needs to see the start of a major IPO cycle because in primary issuances, foreigners do come to buy, and that may change the net picture on FBI flows in the equity markets.But as far as the debt markets are concerned, I think the measures taken last week are going to prove to be quite potent, and India should see the benefits accruing over the next few weeks and months.Chetan, from your perspective, how important is the policy backdrop right now in determining whether India can keep attracting long-term global capital despite more competitive returns elsewhere in the short run?Chetan Ahya: So Ridham, I think the key focus for the policymakers had been with these measures to boost short-term capital inflows to stabilize the currency. There has been a balance of payment deficit. So from that perspective, the short-term capital inflow augmentation effort as you mentioned, has been the correct move. But from the long-term perspective, we think that the government needs to boost competitiveness of the Indian manufacturing. Because in the context in which AI could affect India's services exports, there is a need to augment more export receipts from the manufacturing sector. At the same time, if they improve the competitiveness of the manufacturing sector, it will help India to attract more capital inflows from long-term investors for the purpose of FDI.And the good news is that the government is on it. They are taking a number of measures to boost that competitiveness in the manufacturing. But we think that there is more action needed and hopefully in the intention to improve the balance of payment dynamics and exports from manufacturing sector, we will see more actions from the government in the coming months.Ridham Desai: Chetan, you've also written extensively about the structural capital spending cycle in Asia and India. Can you walk us through the key details here, especially in the Indian context?Chetan Ahya: I think the key story that we are observing, it's sort of more or less global, but definitely very clearly seen in Asia, that there seems to be a super cycle for CapEx as well as industrial activity. This CapEx cycle is effectively driven by spending in four key sectors, and that is AI and AI-related digital infrastructure, energy, defense, and industrial onshoring-related CapEx.Now, as far as India is concerned, we are seeing investments in all the four segments that I just mentioned. In fact, it's seeing a significant amount of activity in the space of energy. And, similarly, we are seeing a lot of policy measures, I mentioned earlier, in terms of boosting manufacturing competitiveness.But at the heart of it is government's effort to onshore industrial supply chain. So India's CapEx has also inflected higher. Having said that, the difference between India and, let's say, North Asia, which is Korea, Taiwan, Japan and China, is that they are also a big player in the export market for capital goods when there is global CapEx cycle upswing happening. Nevertheless, India will see the benefit of this CapEx cycle in terms of its own growth push, as well as improvement in productivity.So Ridham, how would you think about the sectoral opportunity within the Indian markets?Ridham Desai: We see a lot of interest in some of these sectors which you mentioned. But actually, I would like to start off with financials. I see the banks in a very sweet spot. Balance sheets are in pristine condition. The interest rate cycle has troughed, which means margins for the banks have also bottomed and credit growth is finally accelerating. If this CapEx cycle unfolds like the way you are describing it, I think financials will stand to gain the most.And interestingly, the valuations are quite good, both on an absolute as well as on a relative basis. Also, of course, investors can go directly into those sectors which are doing this capital spend. Energy to start with, semiconductors, fertilizers, data centers and aerospace.The only thing to note here is that not everywhere are the valuations attractive enough because in some cases the market has recognized the coming growth cycle and has started to price that in. So we have to be careful about the valuations. But I think financials and industrials are clearly great opportunities in the context of this CapEx recovery that India is likely to see in the coming five years.Chetan Ahya: And additionally, the most requested companies at the summit, Ridham, were consumer sector companies. What do you think investors are looking for at this sector over others?Ridham Desai: So, Chetan, I think from a structural perspective, the Indian consumer is quite clearly the best place to be. In fact, I would say that it's the leverage that India enjoys over the rest of the world.The one point five billion people in this country are split across, say, a hundred and fifty cohorts of ten million each, and each of these cohorts have got different consumption opportunities. So depending on what product or service you're offering to your consumers, there's a market in India, and which in nominal terms is growing between ten and fifteen percent.As we know, last year India accounted for something around seventeen or eighteen percent of global GDP growth, which means depending again on what you are selling to your consumer, India could be between ten and hundred percent of your revenue growth. So India's consumer is something that hardly anybody can avoid.So in summary, Chetan, when I look at it from an investment opportunity, financials, industrials, and consumption, not necessarily in that particular order, are probably the best places for investors to look at. However, IT services, I think could be the dark horse. It's a sector right now which is disrupted or potentially disrupted by AI, and there's a lot of confusion there.But I think as the dust settles on this, it may emerge as one of the most interesting areas for investors to look at. So there's a lot of stuff in India happening right now. I think growth is accelerating. Valuations are looking quite interesting. In fact, the best that they've been in many, many years.Trading performance suggests that investors are not positioned at all. And if things start looking up, then India could be a very good market in the coming twelve months.Chetan Ahya: Ridham, thanks for taking the time to talk.Ridham Desai: Great speaking with you, ChetanChetan Ahya: And thanks for listening. If you enjoy our Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or a colleague today.

In today's episode on 12th June 2026, we explain what India's fall in the MSCI Emerging Markets Index reveals about the benchmark itself.Book a FREE call with Ditto

Interview with Amal Isaiah, MD, PhD, MBA, author of Deep Learning in Otolaryngology: A Narrative Review, and Matthew A. Shew, MD, MSCI, author of Shifting the AI Questions in Otolaryngology From “Can We Build a Model?” to “Will It Improve Patient Care?” Hosted by Paul C. Bryson, MD, MBA. Related Content: Deep Learning in Otolaryngology Shifting the AI Questions in Otolaryngology From “Can We Build a Model?” to “Will It Improve Patient Care?”

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryThe largest IPO in history is here. SpaceX goes public this week with an expected total value of $1.77 trillion, and OpenAI and Anthropic have both announced plans to go public this year at valuations around $1 trillion each. In optometry forums and online communities everywhere, ODs are asking the same question: should I get in?In this episode, we look at 45 years of data and research on how IPOs have actually performed for investors - and then dig into the question that matters more for most listeners: how index funds and other passive funds will add these mega IPOs to their portfolios, and what that means for you.Have questions about your own investment approach? Reach out at podcast@optometrywealth.com.What You'll LearnWhat an IPO is and why 2026's IPOs are historic in sizeHow IPOs have historically performed compared to the broad US stock marketWhy the famous "first-day pop" doesn't benefit everyday investorsThe distribution of individual IPO outcomes over 3 and 5 years — and why most lose moneyWhy periods of peak IPO hype tend to be followed by the worst returnsHow the S&P 500, Russell, CRSP, and MSCI indexes decide when (and how much of) an IPO to includeWhat "float adjustment" means and why these trillion-dollar companies will enter index funds as tiny sliversHow the Nasdaq-100's approach to IPOs differs from broad market indexesWhether index fund "front-running" around IPO inclusions should worry long-term investorsHow factor-based funds like Dimensional handle newly public companiesKey Takeaways for OptometristsInvesting in IPOs right after they go public has historically been a poor strategy. IPOs as a group have trailed the broad market, and when you look at individual companies, roughly 60% lost money over their first three to five years - while a small sliver delivered lottery-like gains that lift the averages. Betting on IPOs means betting you can pick those rare winners.For index fund investors, these mega IPOs will eventually show up in your funds - but because indexes are float-adjusted, even a $1.77 trillion company may enter as a fraction of a percent of the index. The impact on your portfolio, good or bad, is small.The bigger lesson: when hype is at its highest, expected returns tend to be at their lowest. Staying broadly diversified, keeping costs low, and not chasing shiny objects continues to be the prudent approach - and if you do want a lottery ticket, be honest about what it is and size it accordingly.Related Episodes:Ep 134: The Case for Index Funds – Why Optometrists Should Embrace Passive InvestingEp 135: Beyond Indexing – An Optometrist's Guide to Factor-Based InvestingEp 58: Investing Fundamentals – Understanding Stocks, Bonds, Mutual Funds, and ETFsEp 153: How to Invest Tax-Efficiently and Keep More of Your Returns (After-tax)Resources for OptometristsLoughran & Ritter (1995), "The New Issues Puzzle" — Journal of FinanceDimensional Fund Advisors (2019), "What to Know About IPOs" research studyDimensional Fund Advisors 2025 video: Do IPOs Have a Place in Your Portfolio?Jay Ritter's Long-Run Returns on IPOs (University of Florida)2025: Primary Capital Market Transactions and Index FundsCullen Roche's Article: Three Things – 100s, SpaceX, & IndexingWant a more proactive approach to your planning?You can schedule a no-commitment introductory call to discuss what's on your mind financially and learn how we help optometrists navigate those same decisions nationwide.

Interview with Amal Isaiah, MD, PhD, MBA, author of Deep Learning in Otolaryngology: A Narrative Review, and Matthew A. Shew, MD, MSCI, author of Shifting the AI Questions in Otolaryngology From "Can We Build a Model?" to "Will It Improve Patient Care?" Hosted by Paul C. Bryson, MD, MBA. Related Content: Deep Learning in Otolaryngology Shifting the AI Questions in Otolaryngology From "Can We Build a Model?" to "Will It Improve Patient Care?"

In this episode, we're joined again by Canadian value investor Barry Schwartz of Baskin Wealth Management. Barry has been one of the most consistent and honest voices in the market through both tech booms and busts. He is known for cutting straight through the hype. Four years into the AI boom, we're facing high valuations, massive Big Tech capex programs, and an ongoing debate: Is this fundamentally anchored in earnings, or is it still more hype than realized value?Barry shares his updated thoughts on:Whether we're in an AI bubble and what separates true AI winners with sustainable moats from companies just riding the narrativeBig Tech's transition from capital-light to capital-intensive business models: will ROIC decline significantly, and how will the market react?Concrete examples of where AI is actually delivering measurable results in large organizations (or where it's still just expensive bills)His views on Alphabet, Apple, Shopify, Constellation Software, FICO, MSCI, SPGI, Canadian Natural Resources, Canadian Tire and LoblawThe Canadian consumer with record-high debt — how it's affecting the banks and the broader market, including GoeasyBarry is, as always, direct, numbers-driven, and unfiltered. This is an episode for anyone who wants an honest assessment of today's market, both the opportunities and the risks. Listen now for insights from one of the sharpest value investors in North America.Subscribe and turn on notifications so you don't miss future episodes. You can follow Barry and his work here:X: https://twitter.com/BarrySchwartzBWPodcast: Long Term Investing; https://podcasts.apple.com/no/podcast/long-term-investing-with-baskin-wealth-management/id1650147094?l=nbBaskin Wealth Management;: https://baskinwealth.com/our-team/our-team-barry-schwartz/Nothing in this episode should be interpreted as investment advice, but should be considered as entertainment. Always do your own due diligence, and consult a certified financial advisor if you seek advice on buying or selling stocks or other financial assets. The content of this episode was not sponsored. Hosted on Acast. See acast.com/privacy for more information.

Mon, 01 Jun 2026 12:49:00 +0000 https://jungeanleger.podigee.io/3153-wiener-borse-party-1167-atx-unverandert-die-msci-antwort-ist-ja-und-gottfried-neumeister-auf-den-spuren-von-anas-abuzaakouk 2b00c3de91b1a5b0f1eaecc57349097f Die Wiener Börse Party ist ein Podcastprojekt für Audio-CD.at von Christian Drastil Comm.. Unter dem Motto „Market & Me“ berichtet Christian Drastil über das Tagesgeschehen an der Wiener Börse. Inhalte der Folge #1167: - ATX unverändert - Mega-Volumen am Freitag mit Mayr-Melnhof-Effekt - Gottfried Neumeister auf den Spuren von Anas Abuzaakouk - PIR-News: Aktienkäufe bei Bajaj Mobility, News zu Reploid, Emerald Horizon, Research zu Uniqa, UBM - Christoph Rainer und Victor Eggenberger läuten die Opening Bell für Montag. Christoph ist seit heute Head of IR bei Asta Energy Solutions, Victor seit heute Head of IR bei der UBM. Hintergründe dazu in mehreren Podcasts - Börse Frankfurt mit DAX ebenfalls im Plus, SAP gesucht - mehr dazu im Podcast bzw. in einem Trial unter https://www.boerse-express.com/suche?search=drastil Links:  - Börsepeople Victor Eggenberger: http://www.audio-cd.at/people - Fanboy-Fundraising: http://www.christian-drastil.com - Stockpicking Österreich: https://www.wikifolio.com/de/at/w/wfdrastil1? - Austria 30 Private IR: https://www.wikifolio.com/de/at/w/wf00atat30 ATX aktuell: https://www.wienerborse.at/indizes/aktuelle-indexwerte/preise-mitglieder/??ISIN=AT0000999982&ID_NOTATION=92866&cHash=49b7ab71e783b5ef2864ad3c8a5cdbc1 Die täglichen Folgen der Wiener Börse Party (Co-verantwortlich Script: Christine Petzwinkler) sind 2026 präsentiert von der Deutsche Börse Xetra https://live.deutsche-boerse.com/xetraplus . Infos zum Jingle: https://audio-cd.at/page/podcast/7326 Risikohinweis: Die hier veröffentlichten Gedanken sind weder als Empfehlung noch als ein Angebot oder eine Aufforderung zum An- oder Verkauf von Finanzinstrumenten zu verstehen und sollen auch nicht so verstanden werden. Sie stellen lediglich die persönliche Meinung der Podcastmacher dar. Der Handel mit Finanzprodukten unterliegt einem Risiko. Sie können Ihr eingesetztes Kapital verlieren. Und: Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify http://www.audio-cd.at/apple Du möchtest deine Werbung in diesem und vielen anderen Podcasts schalten? Kein Problem!Für deinen Zugang zu zielgerichteter Podcast-Werbung, klicke hier.Audiomarktplatz.de - Geschichten, die bleiben - überall und jederzeit! 3153 full no Christian Drastil Comm. (Agentur für Investor Relations und Podcasts)

1:45 緩漲急跌是市場慣性。沒有利空下，基本是多方控盤 3:20 資金市場平平，股市吸血加密貨幣 4:40 貨幣政策緊縮，SOFR、FED官員談話 8:27 潛在利空之二: AI買家外部融資訊息，美伊影響已經有限 10:05 開高對台股輪動不利，控盤指數的資金注意力集中 14:28 時序上: 月底有富台月結算、MSCI調整 股票期貨是熱門、好用、彈性的工具 15:55 優點一: 面對現股處置，股期有流動性 20:20 優點二: 期交所修法，針對千金股tick改1元，7/6上路! 24:56 優點三: 投信重倉股破線多殺多，用股期以短線反彈稍微回血 -- Hosting provided by SoundOn

Global peace hopes failed to rescue Indian equities today. Join us as we break down the massive institutional volumes driven by the effective implementation of the MSCI index review. We decode what the inclusion of Federal Bank, MCX, and NALCO, and the high-profile exclusion of RVNL and Hyundai Motor India means for retail traders. Get the facts here.

Global peace hopes failed to rescue Indian equities today. Join us as we break down the massive institutional volumes driven by the effective implementation of the MSCI index review. We decode what the inclusion of Federal Bank, MCX, and NALCO, and the high-profile exclusion of RVNL and Hyundai Motor India means for retail traders. Get the facts here.

Global peace hopes failed to rescue Indian equities today. Join us as we break down the massive institutional volumes driven by the effective implementation of the MSCI index review. We decode what the inclusion of Federal Bank, MCX, and NALCO, and the high-profile exclusion of RVNL and Hyundai Motor India means for retail traders. Get the facts here.

Zakenbankiers maken overuren. Er komen drie gigantische beursintroducties aan. SpaceX, OpenAI en Anthropic willen gezamenlijk maar liefst $185 mrd ophalen. SpaceX is waarschijnlijk de eerste met een verwachte IPO-datum van 12 juni. Het is ook de grootste. Naar verwachting gaan ze $75 mrd ophalen. Daarmee is het de grootste beursintroductie ooit. De totale beurswaarde van SpaceX komt daarmee op $1750 mrd. Voor een bedrijf met een omzet van een kleine $20 mrd is dat best veel, om het zachtjes uit te drukken. Toch lijken beleggers het te willen betalen. Die beleggers worden enthousiast van de wilde plannen voor de kolonisatie van Mars en AI-datacenters in de ruimte. Beide zijn voorlopig technisch niet mogelijk. Maar dat is bijzaak in de wereld van Musk. Natuurlijk zijn de zaken die SpaceX wel voor elkaar heeft indrukwekkend. De wereld lijkt niet zonder Starlink te kunnen. En als je tien jaar geleden had gezegd dat Musk een herbruikbare rakettenbusiness had waar Nasa stevig op leunt, had niemand je geloofd. Maar het is er wel. Passieve beleggers kopen deze aandelen automatisch, hoe belachelijk de fundamentele factoren ook zijn.Ook de opname in diverse indices zal voor vraag naar deze aandelen zorgen. Nasdaq heeft recentelijk de regels aangepast. Een bedrijf hoeft geen winst meer te maken, en het maakt niet meer uit hoe klein de free float is. Die $75 mrd is gigantisch, maar het is slechts 4% van de uitstaande aandelen. Vroeger was dat een reden om het bedrijf niet in de index op te nemen, maar nu niet meer. Weinig aanbod en veel vraag zorgen voor een hoge prijs. Kijk maar naar het recente voorbeeld van de introductie van het AI-aandeel Cerebras: +68% op de eerste handelsdag. De Nasdaq-index is leuk, maar het grote geld volgt vooral de MSCI-indices. Maar liefst $2400 mrd aan belegd vermogen loopt achter deze indexmaker aan. SpaceX komt eind augustus in deze indices. Musk is goed in het verkopen van dromen en soms komen ze uit. Maar is een belegging in dromen wel een goede belegging? De kans lijkt mij klein. Een beursintroductie is het brandpunt van vraag en aanbod. Op dat kleine moment van beursintroductie moet er een maximale vraag naar de aandelen zijn, want er is ook een maximaal aanbod. Daarom komt het Musk mooi uit dat die aandelen snel in de index komen. Al die passieve beleggers gaan automatisch deze aandelen kopen, hoe belachelijk de fundamentele factoren ook zijn. Daarnaast creëer je maximale vraag door goede marketing. Dromen over de kolonisatie van Mars en over AI-datacenters in de ruimte doen het goed. Aan de belegger de taak om door de marketing heen te prikken, en te kijken wat er overblijft als de lucht eruit is. Op lange termijn zijn de beleggingsfundamenten belangrijk, op korte termijn telt het verhaal. En natuurlijk een hele hoop beleggers die erin geloven. Over Corné van Zeijl Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD.See omnystudio.com/listener for privacy information.

En el capítulo 1.123 de este jueves, 28 de mayo, @franaldaya les comenta que el Tesoro se acerca al 90% de lo que necesita para pagar en julio, las acciones de los bancos argentinos volaron hasta 16% en dos ruedas por especulación con el MSCI, y Wall Street cerró en récords con Goldman subiendo su objetivo del S&P 500 a 8.000 puntos. Además, @espinamariano con lo último de la política en Recintos del Poder.

In Episode 80, we are joined by two benchmark experts, Karl Schneider, Senior Portfolio Manager at State Street Investment Management, and Jeremy Lai, Portfolio Trader at TD Securities.  In this episode, Karl and Jeremy discuss all aspects of index provider decisions to fast-track mega-cap IPOs into benchmarks including S&P's proposal which remains an outlier and the need to have flexible inclusion rules for both new additions and large lock up share releases. Jeremy outlines the details making May 29 the largest MSCI rebalance in history, while Karl addresses the busy calendar of events in June including the inclusion of the first of many mega-cap IPOs and the need to ensure there is enough broker capital to satisfy the expected demands of the passive community.  Jeremy finishes up with some trading advice to fundamental investors who might want to take advantage of some of the market activity from indexers.   This podcast was recorded on May 14th, 2026.   Chapter Headings   03:45 Mega-Cap Index Inclusion – Trade-off between Representation and Investability 07:01 S&P Remains Outlier in Mega-Cap Fast Track Process 19:11 Why Lock Up Release for SpaceX is More Important than Inclusion? 28:24 Sector and Style Decisions 32:56 Why May 29 Represents Largest MSCI Rebalance in History? 38:47 Domestic Benchmarks, Redomicile and Teck debate in Canada 48:24 The Busy Index Calendar – Is the market able to handle this activity? 56:27 Advice to Fundamental Investors on Trading Around Index Events 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.

Asia Pacific’s commercial real estate markets have entered 2026 with stronger momentum than many investors expected, with Singapore emerging as the region’s most active market amid renewed interest in offices, retail and alternative assets. At the same time, lower financing costs and shifting global capital flows are fuelling investment activity across the region, while surging AI demand is turning data centres into one of real estate’s biggest growth stories. On Industry Insight, Lynlee Foo speaks with Benjamin Chow, Head of Private Assets Research for Asia at MSCI, about what’s driving APAC’s commercial real estate recovery, whether post-pandemic market behaviour has stabilised, and the risks that could shape the outlook for the rest of the year.See omnystudio.com/listener for privacy information.

The 10-year Treasury rising past 4.5% has taken the wind out of real estate's recovery sails. Momentum gained in Q1 is already reversing as the war in Iran pushes on inflation. MSCI Chief Economist of Real Estate Research Jim Costello said the volatile bond market is “a new wrench thrown into the works.” And while he believes the CRE recovery is still underway, it's tenuous.“[Investors] need to do more scenario planning these days, because that's how you can deal with the growing uncertainty in the market,” he said.

On this episode of Chit Chat Stocks, we go through another Ryan Research Episode covering MSCI Inc. We discuss:(00:00) Introduction(03:15) The Importance of Indexes and Benchmarking(06:12) Challenges in Building and Maintaining Indexes(09:25) Revenue Generation and Business Model of MSCI(12:19) The Role of AI in Index Management(15:22) Future Growth and Market Trends for MSCI(31:33) The Role of MSCI in the ETF Market(33:43) Growth Potential and Market Trends(35:01) Competitive Advantages of MSCI(40:44) Comparing Moats: Stock Exchanges vs. Index Providers(45:50) Valuation Insights and Future Projections(51:52) Investment Decisions and Market Considerations*****************************************************Subscribe to our newsletter, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Tobias Kramer begrüßt erstmals Torsten Tiedt, Gründer vom Aktienfinder, bei echtgeld.tv und im Format "7+3" – sieben Fragen zur Person, drei Top-Aktien nach seiner Wahl. Im ersten Teil stellt sich Torsten Tiedt persönlich vor, spricht über seine erste Aktie, seinen langfristigen Investment-Ansatz und seine jüngsten Käufe rund um Hyperscaler und den Hardware-Superzyklus. Anschließend diskutieren beide zwei der drei mitgebrachten Aktien ausführlich – die dritte folgt am Dienstag in Teil 2. Darum geht es in der Folge: • Warum MSCI als Index-Anbieter vom Megatrend ETFs profitiert und trotzdem nicht automatisch ein Kauf ist. • Warum Wolters Kluwer als „KI-Verlierer“ abgestraft wird und genau dieses Urteil zu kurz greift. • Warum Torsten bei Qualitätsaktien auf Gewinnwachstum, Dividenden und wiederkehrende Umsätze achtet. • Warum Tobias bei einer Aktie klar bremst und bei der anderen deutlich offensiver wird. • Warum diese Folge zeigt, dass Anleger Qualität und Bewertung sauber trennen müssen. Unterm Strich geht es um eine der härtesten Fragen für langfristige Investoren: Wann verdient ein starkes Unternehmen einen hohen Preis – und wann übertreibt der Markt aus Angst nach unten?

This discussion reviews the late-breaking HRS 2026 study Total Fatal Adverse Events Following Atrial Fibrillation Ablation Reported in an FDA Mandatory Reporting System: A Matter of Concern? The TiFFANY Study, which examined fatal adverse event reports associated with atrial fibrillation ablation using data from the FDA MAUDE database. Faculty discuss the incidence and mechanisms of rare but serious complications across ablation technologies, including pulsed field ablation and thermal energy sources, and explore the implications for procedural safety, post-market surveillance, and clinical decision-making in AF ablation. Join host Melissa E. Middeldorp, MPH, PhD and her esteemed guests Christopher F. Liu, MD, FHRS and James Freeman, MD, MPH, Msci for this late-breaking coverage from Heart Rhythm 2026 in Chicago! Learning Objectives Describe the methodology and key findings of the TiFFANY study evaluating fatal adverse events following atrial fibrillation ablation. Compare reported safety signals and complication profiles among pulsed field ablation and traditional thermal ablation technologies. Assess the role and limitations of post-market adverse event databases in evaluating procedural safety and informing electrophysiology practice.  Podcast Contributors Melissa E. Middeldorp, MPH, PhD, FHRS Christopher F. Liu, MD, FHRS James Freeman, MD, MPH, Msci  Host and Contributor Disclosure(s): D.C. Raja Nothing to disclose. A. Deshmukh Honoraria/Speaking/Teaching/Consulting: GE Healthcare, Biotronik, Medtronic, Biosense Webster Research: AltaThera Pharmaceuticals P. Lim Nothing to disclose.  

Breast Cancer Briefing, hosted by Sara Nunnery, MD, MSCI, a breast medical oncologist and the director of Breast Cancer Research at Tennessee Oncology in Nashville, is a podcast series that breaks down the latest news in breast cancer research, one conversation at a time.In this episode, Nunnery sat down with Annie Bond, a breast cancer survivor and patient advocate.Diagnosed with breast cancer at age 26, Bond shared how her initial concerns about a breast lump were repeatedly dismissed by medical professionals who cited her youth and lack of a family history of breast cancer. It took months of persistence before she received a diagnosis, at which point the cancer had already spread to her liver.Bond emphasizes the necessity of self-advocacy and the value of seeking second or third medical opinions. Regarding fertility preservation, her first oncologist discouraged her from freezing her eggs, but her third oncologist provided a more personalized approach, using CDK4/6 inhibitors rather than immediate chemotherapy based on her luminal A disease subtype.A significant portion of the conversation focused on the mental health toll of cancer. Bond discusses the "warrior" stereotype, the guilt and shame she felt, and her struggle with post-traumatic stress disorder. She says she found critical support in community and support groups, which helped normalize her feelings and provided a sense of belonging.Regarding physical adverse effects, Bond detailed the challenges of medical menopause, including "menopause brain" and joint pain, which she manages through walking and stretching. She expressed frustration with health education that focuses on diet or alcohol as "blame" factors, noting that cancer can often develop regardless of lifestyle.Bond explained how she advocates for metastatic breast cancer research funding and the use of artificial intelligence risk assessment models to account for factors like breast density. Her mission is to increase early detection and ensure patients with metastatic disease are viewed with hope.

Jessica Inskip walks us through today's Big 3 trades. She likes Arch Capital (ACGL) as a top tier stock in its sector, Comfort Systems (FIX) as they're becoming increasingly tied to AI infrastructure demand, and MSCI (MSCI) as it highlights record reoccurring subscriptions. Rick Ducat takes us through the key support and resistance levels to watch in the stock charts.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Das erste Quartal begann für den MSCI Emerging Markets vielversprechend. Trotz des Krieges im Iran schloss der Index das Quartal im Plus. Doch Portfoliomanager Michael Altintzoglou warnt und ordnet die Entwicklungen ein.

Breast Cancer Briefing, hosted by Sara Nunnery, MD, MSCI, a breast medical oncologist and the director of Breast Cancer Research at Tennessee Oncology in Nashville, is a podcast series that breaks down the latest news in breast cancer research, one conversation at a time.In part 2 of this conversation, filmed live onsite at the 43rd Annual Miami Breast Cancer Conference, Dr Nunnery sat down with Irene Morae Kang, MD, an assistant professor in the Department of Medical Oncology & Therapeutics Research and the medical director of Women's Health Medical Oncology at City of Hope Orange County in Irvine, California.Their discussion focuses on the rapidly evolving treatment paradigm for first-line metastatic triple-negative breast cancer (TNBC), including the emergence of new data that is shifting standards of care. Dr Kang explained that TNBC is defined by the absence of estrogen, progesterone, and HER2 receptors, which historically restricted treatment options to non-targeted chemotherapy. A primary focus of the conversation was the role of PD-L1 expression and the use of immunotherapy. Dr Kang described PD-L1 as a checkpoint inhibitor protein on cancer cells that shuts off the immune system. By blocking this protein, oncologists can keep the body's T-cells vigilant to fight the cancer. However, she noted that immunotherapy is typically reserved for the approximately 40% of patients who express PD-L1 and may be contraindicated for those with active autoimmune diseases or a history of severe immune-related toxicities.The dialogue transitioned into the use of antibody-drug conjugates (ADCs). Dr Kang reviewed data from major trials using TROP2-targeting ADCs in the first-line setting. Dr Kang emphasized the importance of using these highly effective agents early, as many patients with TNBC do not survive to receive a second line of therapy.Finally, Dr Kang highlighted the distinct toxicity profiles and administration schedules that guide clinical decision-making. Although sacituzumab govitecan-hziy (Trodelvy) is frequently associated with neutropenia and alopecia, the primary toxicities associated with datopotamab deruxtecan-dlnk (Dato-DXd; Datroway) are stomatitis and ocular adverse effects like dry eye. Using Dato-DXd in practice requires a rigorous prophylactic regimen, including steroid mouthwash and lubricating eye drops. Ultimately, Dr Kang noted that because efficacy appears similar between the 2 ADCs, the choice often rests on the patient's lifestyle, their ability to adhere to preventative AE protocols, and infusion schedule preference.

Is it time to look past the U.S. tech concentration? For many traders, "the market" has become synonymous with a handful of domestic tech names. But with 40% of the world's investable equity sitting outside the U.S., ignoring the international tape means missing out on massive shifts in financials, defense, and emerging tech hubs. In this episode, Mark Longo sits down with a panel of experts to discuss how to navigate the global landscape using the MSCI ecosystem. We explore why the "only free lunch in finance" is back in style and how the pros are using listed derivatives to manage risk across different time zones and regimes. On the Hot Seat: Ratchna Mathur, Executive Director, Eurex Anshul Kamra, Head of Index Derivatives and Systematic Strategies Research, MSCI Inc. Vas Koutsoulis, Index Derivatives Product (EMEA), MSCI Inc. Discussion Highlights: The Concentration Crisis: Why the U.S. market's top-heavy nature is driving a hunt for global alternatives. The Global Semi Play: Accessing the AI infrastructure boom through Taiwan and Korea. Regional Deep Dives: From the resilient European financials to the shifting energy correlations in the GCC. Operational Edge: How to use Eurex's 21-hour trading window to eliminate overnight gap risk. For more on global benchmark trading, visit www.eurex.com .

Breast Cancer Briefing, hosted by Sara Nunnery, MD, MSCI, a breast medical oncologist and the director of Breast Cancer Research at Tennessee Oncology in Nashville, is a podcast series that breaks down the latest news in breast cancer research, one conversation at a time.In part 2 of this conversation, filmed live onsite at the 43rd Annual Miami Breast Cancer Conference, Dr Nunnery sat down with Neil M. Iyengar, MD, an associate professor and co-director of Breast Medical Oncology in the Department of Hematology and Medical Oncology at the Emory University School of Medicine, as well as the director of Survivorship Services at the Winship Cancer Institute of Emory University in Atlanta, Georgia.Their conversation highlighted the evolving integration of GLP-1 agonists into the breast cancer treatment armamentarium.

 On February 28, the Strait of Hormuz shut down, stranding 20% of the world's crude exports and 20% of global LNG capacity. Energy crises usually send the world running back to coal; but this time, coal generation outside China actually fell, while wind, solar, and batteries picked up the slack. Host Mike Disabato talks with MSCI's Chris Cote about whether a war in the Middle East just accelerated the end of fossil fuels, which industries can pivot now, and why countries burned twice by energy dependence may never go back. Episode reading: The Opportunity in Energy Disruption — Batteries IncludedHost: Mike Disabato, MSCI Sustainability & ClimateGuest: Chris Cote, MSCI Sustainability & Climate

In this podcast, experts Kevin Kalinsky, MD, MS; Adam Brufsky, MD, PhD; Kelly Elizabeth McCann, MD, PhD; and Sara Nunnery, MD, MSCI, review pivotal clinical trials investigating novel endocrine therapies and targeted combination regimens for hormone receptor-positive, HER2-negative metastatic breast cancer, and discuss strategies for selecting the optimal treatment approach for individual patients.

On a recent visit to Sydney, MSCI's global head of sustainability and climate index Sebastien Lieblich sat down with The Greener Way to shed light on how institutional investors, particularly superannuation funds, are changing their approach to climate investing.Gone are the days of simply excluding or divesting companies, he says. Asset owners are looking more closely at the role benchmarks and index design can play in implementing their goals, embedding climate considerations in investment strategies.Lieblich also touches on the potential ramifications of the current geopolitical environment and how a disruption to traditional energy sources and supplies could impact the global transition.We record on Gadigal land and we pay our respects to the traditional custodians of country and elders past and present.https://www.fssustainability.com.au/This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

The recent sell-off in software has sparked a broader reassessment of risk across private credit. But are managers pulling back from risk, or just recalibrating how they price it?In this episode of Cloud 9fin, private credit reporter Anna Russi sits down with Patrick Warren, head of private credit research at MSCI, to unpack what's driving the shift. Drawing on new data, they explore where signs of stress are emerging in software lending and venture debt, how valuation marks could be masking underlying pressures, and what this reveals about risk, performance, and portfolio assumptions in today's market.Have any feedback for us? Send a note to podcast@9fin.com.

Breast Cancer Briefing, hosted by Sara Nunnery, MD, MSCI, a breast medical oncologist and the director of Breast Cancer Research at Tennessee Oncology in Nashville, is a podcast series that breaks down the latest news in breast cancer research, one conversation at a time.In today's episode, filmed live onsite at the 43rd Annual Miami Breast Cancer Conference, Dr Nunnery sat down with Neil M. Iyengar, MD, an associate professor and co-director of Breast Medical Oncology in the Department of Hematology and Medical Oncology at the Emory University School of Medicine, as well as the director of Survivorship Services at the Winship Cancer Institute of Emory University in Atlanta, Georgia.Their conversation centered around lifestyle and medical interventions pertinent to breast cancer survivorship. Dr Iyengar explained that although endocrine therapies can be life-saving, they disrupt estrogen signaling, which can lead to cardiometabolic dysfunction, including increased risks for diabetes, heart disease, and bone health issues. He noted that weight gain associated with these treatments is often tied to the induction of a post-menopausal state, which disrupts energy homeostasis and promotes inflammation.A key theme of the conversation was Dr Iyengar's explanation of a "drug development paradigm" for lifestyle changes. Rather than offering generic advice, his research focuses on precision lifestyle interventions, treating diet and exercise as prescribed medical therapies with specific "doses". He highlighted that body mass index (BMI) is an insufficient tool for risk stratification, as high body fat despite a normal BMI is a significant risk factor for cancer recurrence.The discussion also covered the rising use of GLP-1 receptor agonists to manage metabolic health. These drugs replicate natural hormones to maintain glycemic balance and reduce hunger. Dr Iyengar addressed the black box warning for thyroid cancer associated with this class of drugs, noting that although the data are mixed, the protective benefits against obesity-related cancers appear to outweigh the risks. Finally, he emphasized that exercise is a critical tool for managing treatment adverse effects like fatigue, noting that although starting is difficult, the "return on investment" for patient health is immense.

Breast Cancer Briefing, hosted by Sara Nunnery, MD, MSCI, a breast medical oncologist and the director of Breast Cancer Research at Tennessee Oncology in Nashville, is a podcast series that breaks down the latest news in breast cancer research, one conversation at a time.In today's episode, filmed live onsite at the 43rd Annual Miami Breast Cancer Conference, Dr Nunnery sat down with Kelly E. McCann, MD, PhD, a breast medical oncologist in the University of California system.Their conversation centered around the evolving HER2-positive breast cancer treatment paradigm. The experts highlighted that although this disease was once associated with a poor prognosis, targeted therapies like trastuzumab (Herceptin) have revolutionized management, making these cancers highly curable.They noted the role of fam-trastuzumab deruxtecan-nxki (T-DXd; Enhertu), an antibody-drug conjugate (ADC) that delivers chemotherapy directly to cancer cells and uses a bystander effect to kill neighboring malignant cells. The phase 3 DESTINY-Breast11 trial (NCT05113251) evaluated T-DXd in the neoadjuvant setting for patients with high-risk, HER2-positive early breast cancer. Results showed significantly higher pathological complete response rates with T-DXd followed by docetaxel, trastuzumab, and pertuzumab (Perjeta) compared with standard chemotherapy. Responses were even more pronounced in patients with hormone receptor–negative disease.Furthermore, they spotlighted the phase 3 DESTINY-Breast05 trial (NCT04622319), which examined T-DXd as adjuvant therapy for high-risk patients with residual HER2-positive disease. In this study, T-DXd generated an improvement in invasive disease–free survival compared with standard ado-trastuzumab emtansine (Kadcyla). They noted that a significant benefit of T-DXd is its ability to cross the blood-brain barrier, offering the potential for preventing brain metastases. However, the experts expressed caution regarding interstitial lung disease, a potentially fatal adverse effect associated with T-DXd. Because of this risk, patients who receive T-DXd require frequent, expensive CT monitoring, which Nunnery and McCann explained can pose logistical and insurance challenges in standard practice.Although adjuvant T-DXd has been added to the National Comprehensive Cancer Network Clinical Practice Guidelines for HER2-positive breast cancer, the neoadjuvant regimen has not yet been included, likely awaiting more mature survival data. Both oncologists conclude that although ADC-associated toxicities require vigilant management, these treatment advancements provide powerful new tools for potentially curing high-risk patients with HER2-positive breast cancer.

Join Dr. Alicia Castillo Holley, Founder and CEO of Wealthing Group, for a candid and critical look at the venture capital industry. With over 30 years of experience and a PhD in Finance, Alicia has spent her career bridging the gap between scientific innovation and commercial success. In this episode, we tackle the existential question: "Can we make Venture Capital work?" From her early days pioneering Chile's first seed fund to her current leadership in Silicon Valley, Alicia explores how her "Wealthing" philosophy can fix the industry's flaws by prioritizing impact, diversity, and long-term socioeconomic development.

In this EMRA*Cast episode of Bridging Health and Humanity, host Natalie Hernandez speaks with Dr. Maya Yiadom, MD, MPH, MSCI, an associate professor and director of Precision Analytics and Data Integration in Emergency Medicine at Stanford, about how artificial intelligence is reshaping emergency care.  They discuss practical AI already in use (predictive analytics and ambient AI scribes), how AI can be designed from clinical workflows to improve detection and timeliness (for example, speeding recognition of STEMI), and the promise of tools that reduce documentation burden and support decision-making.  Dr. Yiadom also grapples with real risks — biased training data, subgroup performance, privacy and cloud constraints — and emphasizes protecting trainee learning while teaching residents how to use AI responsibly. She closes on an optimistic note: AI as a fail-safe that augments clinicians' judgment rather than replaces the human art of medicine.  

The Madness continues! This week on Rule Breaker Investing, the second semifinal of March Market Cap Madness tips off as defending world champion Emily Flippen faces long-time Motley Fool advisor Bill Barker for a place in the championship round. It is a rematch of the epic Final Four game they played this very week one year ago. As always, the real game is for you: ten companies, ten market-cap ranges, and one simple question each round: Inside or outside? Play along and keep score as you listen—and see if your intuition can meet or beat our two veteran Foolish analysts. Companies mentioned: ABNB, ACM, ADYEY, GRAB, MIELY, MSCI, PAYC, SKYT, TDG, WIX Host: David GardnerContestants: Bill Barker, Emily FlippenProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, we sat down with Kelly E. McCann, MD, PhD, and Sara Nunnery, MD, MSCI, as they shared their stories and perspectives as leading women in oncology in honor of International Women's Day, which is observed annually on March 8. Dr McCann is a breast medical oncologist in the University of California system. Dr Nunnery is a breast medical oncologist with Tennessee Oncology in Nashville.Forming the backdrop of our exclusive discussion were insights shared during the 2026 OncLive Women in Oncology event, which took place on March 5, 2026, to kick off the 43rd Annual Miami Breast Cancer Conference. In our exclusive interview, Drs McCann and Nunnery used the Women in Oncology discussion as the basis for relaying their own experiences, observations, and advice regarding setting boundaries, striving for work-life harmony, advocating for oneself, and more.

Building a successful sales career isn't just about hitting quotas—it's about intentional career planning, fostering creativity, and creating environments where talent can flourish. Too many organizations focus solely on product training while neglecting the human element that drives revenue growth. In this conversation with Edward Allen, Chief Revenue Officer at Measurabl, we explore how strategic career development and creative thinking can transform both individual trajectories and organizational performance. Edward shares insights from his 30-year journey through financial services and technology, revealing how simple yet structured approaches to talent development can reduce attrition and accelerate growth.          The Power of Structured Career Conversations Edward discusses his quarterly career development framework—a departure from traditional annual reviews that often come too late. These conversations focus on understanding what employees truly want to do, what they don't enjoy, and exploring possibilities they may not even know exist within the organization. Creating Roles That Don't Exist One of the most compelling aspects of our discussion centers on encouraging team members to pitch entirely new roles. Edward shares his own experience of giving up a $400 million book of business to create a new position that ultimately quadrupled revenue for underperforming divisions. Revenue Hackathons and Cross-Functional Innovation We explore how bringing together diverse perspectives—from finance to legal to frontline sales reps—can solve complex business challenges in unexpected ways. Edward explains how cognitive diversity becomes an accelerant for innovation when you create the right forum for ideas to emerge. Here's what you can expect to gain from this episode: ·        A framework for conducting meaningful quarterly career development conversations that reduce surprise departures ·        Strategies for identifying and developing hidden internal talent through cross-functional moves ·        Methods for ensuring junior team members' voices are heard and valued in revenue planning ·        The importance of portable skills training that benefits both current performance and future career growth ·        How to structure feedback systems that encourage innovation from the bottom up Edward's approach challenges conventional hierarchical thinking and demonstrates how investing in people development directly correlates to revenue outcomes. Whether you're managing a small team or leading a large organization, these principles can help you build a culture where creativity thrives and careers flourish. Key Moments of This Episode 00:00:52 - Introduction to Edward Allen and Measurabl Mario introduces Edward Allen, Chief Revenue Officer of Measurabl, a sustainability data and technology company. Edward shares his 30-year career journey from Goldman Sachs to leading revenue teams, highlighting his transition from financial services to fintech and his current role at Measurabl. 00:04:23 - From Acting Dreams to Sales Success Edward reveals his unexpected career path, sharing how he initially pursued acting at the American Academy of Dramatic Arts before pivoting to Goldman Sachs. This personal story demonstrates the importance of taking risks and finding your true calling in professional development. 00:06:48 - Building Structured Career Development Systems Edward discusses implementing quarterly career development conversations with direct reports, moving beyond traditional annual reviews. He emphasizes asking "how do you like your job?" and creating formal processes to understand employee aspirations and reduce regrettable attrition. 00:14:00 - Investing in Portable Skills Training The conversation shifts to training philosophy, with Edward advocating for soft skills development over product training. He shares examples of negotiation training, social psychology, and certification programs that employees can take anywhere, creating value for both current and future roles. 00:20:35 - Creating Accountability for Career Development Edward explains how to systematize career development through metrics and KPIs, including personal development goals, manager scorecards, and tracking regrettable attrition. He emphasizes making career growth visible and celebrated within the organization to drive engagement and retention. 00:32:22 - Unlocking Hidden Internal Talent Discussion focuses on cross-functional moves and international opportunities. Edward advocates for 60-day internal job postings before external searches, sharing examples of unexpected internal candidates who became successful in new roles across different geographies and functions. 00:35:58 - Running Revenue Hackathons for Innovation Edward explains the concept of revenue hackathons, bringing together diverse teams including finance, legal, and sales operations to solve business challenges. He shares a success story of creating email-based contracting for Fortune 100 clients through collaborative innovation. 00:39:25 - Amplifying Junior Voices in Sales Culture The discussion covers strategies for ensuring junior employees' ideas are heard, including reverse-order meetings (starting with junior staff), documenting all feedback, and providing follow-up on suggestions. Edward emphasizes the importance of recognition and creating safe spaces for innovation. 00:54:23 - Contact Information and Closing Edward provides his contact details, and the hosts wrap up with his favorite movie recommendation. The episode concludes with information about the Modern Selling podcast and promotional content for productivity tools. About Edward Allen Edward Allen is the Chief Revenue Officer and member of the Executive Committee at Measurabl. Measurabl is the world's most widely adopted sustainability data and analytics platform, empowering over 1,000 customers across 93 countries to achieve great levels of profitability.  The company serves the needs of investment managers, asset owners, real estate operators and banks and insurance companies. Prior to Measurabl, Edward worked for 20 years at MSCI where he led strategy and grew top line revenue across a multitude of data and analytic businesses.  He started his career in financial services at Goldman Sachs in the Institutional Advisory Services group. Edward received his Bachelor's Degree in Political Science from Boston University, his Master's in Business Administration from HEC School of Management in Paris, also spending time studying at London Business School. Follow Us On: ·        LinkedIn ·        Twitter ·        YouTube Channel ·        Instagram ·        Facebook Learn More About FlyMSG Features Like: ·        LinkedIn Auto Comment Generator ·        AI Social Media Post Generator ·        Auto Text Expander ·        AI Grammar Checker ·        AI Sales Roleplay and Coaching ·        Paragraph Rewrite with AI ·        Sales Prospecting Training for Individuals ·        FlyMSG Enterprise Sales Prospecting Training Program Install FlyMSG for Free: ·        As a Chrome Extension ·        As an Edge Extension  

In this podcast, experts Marwan Fakih, MD, Kristen Ciombor, MD, MSCI, and Van Karlyle Morris, MD, discuss the treatment of advanced squamous cell anal carcinoma in the immunotherapy era, with a focus on epidemiology, frontline treatment, and novel approaches to immunotherapy-refractory disease.

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into how data and market structure are shaping private markets.We sat down in MSCI's New York office with Luke Flemmer, the Head of Private Assets at MSCI to discuss how standardization and normalization of data can help bring efficiency, transparency, and liquidity to private markets.Luke brings a unique perspective to private markets. He was previously Managing Director, Head of Digital Strategy for Alternative Investments at Goldman Sachs Asset Management, and was Co-Founder and CEO of Lab49, a global solutions provider of investment and risk technology to asset managers and investment banks.When the ION Group acquired Lab49, Luke became Co-Head of ION's Capital Markets Division, delivering software and solutions to the group's global financial services customer base.Earlier in his career, Luke worked in the fields of robotics and artificial intelligence. He is a CFA charterholder.Luke and I had a fascinating conversation about private markets market structure and how MSCI is playing a role in driving standardization, normalization, and transparency of data in private markets. We covered:Parallels to market structure evolutions in equities, fixed income, FX, and derivatives.Tradeoffs of transparency for private markets participants.What it will take to build transparency and price formation in private markets.Where investors will still be able to find durable alpha.What standardization and normalization of data means for secondary markets.Analogies between Greek mythology and private markets.How secondaries has gone from a trade to a portfolio management tool.How index creation will impact private markets.Thanks Luke for sharing your wisdom, expertise, and passion at the intersection of private markets and market structure.Show Notes00:00 “Data Wants to be Free”00:28 Welcome to the Alt Goes Mainstream Podcast01:02 Sponsor Spotlight: Ultimus Fund Solutions01:57 Private Markets, Data, and Market Structure02:17 Meet MSCI's Luke Flemmer04:26 From Robotics to Finance: Automation Needs Standardization05:18 Fixed Income's Transformation: From Trading Floors to E-Trading06:42 Connecting the Data Across the Lifecycle07:58 Harmonized Data → Transparency → Liquidity08:44 Scaling vs Information Asymmetry10:38 What More Transparency Does to Returns and Alpha11:15 Benchmarking Privates Like Publics: PMEs and Comparable Data12:35 Manager Skill and Illiquidity Premium14:14 Company-Level Data & Bilateral Origins16:19 The Ship of Theseus Parable and Should Privates Become Public?23:17 COVID, Denominator Effect, and LP Scrutiny23:50 The New Baseline for Private Funds24:15 Wealth Channel Tailwinds and the Rise of Active LP Portfolio Management25:23 Using Public Liquidity to Balance Private Illiquidity26:15 The 85/15 Public-Private Index: Why Blend Public Equity with Private Equity27:16 Daily Pricing Private Equity: Solving the “Stale Marks” Problem28:15 Smoothing, Stickiness and Forced Secondary Sales29:20 What Tech/Data You Need to Nowcast PE Daily (and What's Still Missing)30:31 Price Formation Feeding Better Indexes31:34 From Secondaries to Derivatives: Lessons from Fixed Income NAVs33:14 Building Trust in Private Benchmarks: Data Scale and Adoption Over Cycles33:53 Unlocking 401(k)s: What Must Be True for Wealth to Go Big in Privates37:05 Liquidity, Suitability, Risk & Factor Decomposition39:05 Durable Private Markets Alpha (and the Index Question)41:51 Standardizing the Language: Defining “Liquidity” and MSCI as the Connective Tissue (Wrap)A Word from Our Sponsor, Ultimus This episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

Colin and Charlie break down the latest Bitcoin news, from the massive $16k price drawdown and capitulation theories to Bitdeer's legal woes in Ohio and IREN joining the MSCI index. Plus, a deep dive into "quantum resistance" and the historic shift in mining difficulty. Colin and Charlie join us to talk about a wild week in Bitcoin. We dive into the $16,000 price "puke" and whether we've hit a local bottom, explore Bitdeer's legal snag at their Ohio AI flagship site, and discuss IREN's inclusion in the MSCI USA index. We also break down the historic six-out-of-seven negative difficulty adjustments—the first since 2011—and tackle the "ontology of time" and quantum resistance. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Bitcoin lost $16,000 within 12 hours last week. * BTC saw a historic 21% daily price drawdown. * Bitdeer's Ohio site has 570MW allocated. * 6 of last 7 difficulty adjustments were negative. * IREN to join MSCI USA index on March 2nd. * Bitcoin hash price recovered to roughly $35/PH. Timestamps: 00:00 Start 04:01 BTC number go down! 10:10 Difficulty Update by Luxor 12:32 Bitdeer lawsuit 18:39 Cleanspark Ad 19:08 IREN added to MSCI USA Index 22:33 The MARA-Exaion plot thickens 29:14 BIP 360 merged 37:49 OP_NEXT Ad 39:21 Cry corner: No one understands anything about anything -

Laura Nishikawa, Head of Emerging Risks R&D at MSCI sits down with Jenn-Hui Tan, Chief Sustainability Officer at Fidelity International, as part of the MSCI Prospectives Podcast to discuss the next phase of sustainable investing. As the public narrative grows noisier and more politicized, they look past the headlines to the economic fundamentals shaping the transition and portfolio management.The conversation explores where momentum in the energy transition is really coming from, why markets continue to struggle with physical climate risk and how investors are adapting to weaker policy signals, shifting governance dynamics and greater uncertainty in capital markets.

Global markets are leaning into growth. Following the upside surprise in U.S. non-farm payrolls — with 130,000 jobs added and unemployment falling to 4.3% — investors are focusing on economic resilience rather than fading hopes of aggressive rate cuts. MSCI's All-World index is trading near record highs, while South Korea's Kospi has crossed 5,500 for the first time. Attention now turns to initial jobless claims and the upcoming CPI print, which could shape expectations for the Federal Reserve's June decision. CME FedWatch odds for a rate hold have climbed to 40%. In the UK, GDP expanded just 0.1% in Q4, while industrial production fell unexpectedly. Meanwhile, Nuveen has agreed to acquire asset manager Schroders for $13.5 billion. In digital assets, crypto markets remain steady despite Blockfills halting withdrawals. BlackRock is deepening its move into tokenized finance, bringing its Treasury-backed BUIDL token to Uniswap through Securitize. Court drama surrounding FTX has resurfaced, and Kraken has replaced its CFO ahead of its public listing. A busy macro backdrop with institutional crypto developments accelerating beneath the surface.

週二天下零時差關注以下國際大事： 一、《彭博社》：AI熱潮，台灣超越中國，成為MSCI新興市場指數最大權重。 二、《外交事務》：解放軍大清洗背後　習近平真正的戰略意圖。 三、《經濟學人》：都是AI的錯？軟體股重挫的真相。 文：吳凱琳 製作團隊：莊志偉、張雅媛、鄭子鴻 ＊閱讀零時差，點這看全文

Are institutional players active in the retail sector? How are single tenant properties trading? Where are cap rates today and what should we expect moving forward? How about transaction volume? Tune in as broker Michael Bull, CCIM with Bull Realty talks with real estate economist Jim Costello with MSCI to pull back the curtain on retail real estate investment intel.    TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.com Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/ Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/  

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Trump proposes a 10% cap on credit card interest rates Trump targets Wall Street firms buying single-family homes Government plan to buy a large amount of mortgage bonds to push mortgage rates down Defense budget could jump to $1.5 trillion MSCI keeps Bitcoin-holding companies in its indexes (for now) Morgan Stanley moves into Bitcoin: ETF, trading and wallet plans ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Order my new intro to Bitcoin book "Bitcoin is For Everyone": https://amzn.to/3WzFzfU  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  —- References mentioned in the episode: Trump Bans Institutional Investors from Housing  Trump Announcement on Institutional Housing Ban Trump's Ban on Corporate Homebuying Blindsides Wall St. Trump Proposes to Raise Defense Spending by $500B Trump Instructs $200B of Mortgage Bond Buying Lyn Alden's Tweet In Response to Defense Spending Trump's Defense Spending Plan Could Raise Deficit Trump Restricts Defense Companies from Stock Buybacks Trump's Announcement on Defense Sector Restrictions  Trump Instructs Freddie and Fannie to Buy Bonds Trump's $200B MBS Order Asserts Power Over Market Erik Vorhees's Tweet on Credit Card Interest Cap Trump's Announcement on Credit Card Interest Cap Ackman: Trump's Credit Card Cap is a "Mistake" MSCI Decides Not to Exclude DATs from Indexes  MSCI's Announcement on Bitcoin Treasury Companies  Nate Geraci's Tweet on Morgan Stanley ETF Matt Hougan's Tweet on Morgan Stanley ETF Morgan Stanley Plans to Launch Crypto Wallet Morgan Stanley Files to Launch Spot Bitcoin ETF ---- Upcoming Events: Join as at Bitcoin Day in Naples this week! Use code NATALIE for discounted passes: https://bitcoinday.io  Strategy World 2026 in Las Vegas on February 23-26th - Use code HODL for discounted tickets: https://www.strategysoftware.com/world26  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Prediction markets are turning into real-time intelligence, and policymakers are already reacting. In this week's Weekly Rollup, Ryan and David unpack the Venezuela “Maduro” trade, the debate over fairness vs. public signal, and Polymarket's expansion into real estate markets. They also cover Bitcoin's lowest-vol year ever, Solana's DEX surge, Ethereum's stablecoin settlement ATH, Morgan Stanley's crypto ETF filings, Zcash's governance blowup, Lighter's massive $LIT airdrop, Vitalik's “trilemma solved” claim, Wyoming's state stablecoin, and Strategy's path toward major indices. ---

For today's roundup, Hut 8 waits on approval for a 500 MW site in Illinois, MSCI keeps MSTR in indices, and Florida tries again for a strategic bitcoin reserve. Subscribe to the Blockspace newsletter! Welcome back to The Blockspace Podcast! Today, Colin and Charlie give a temperature check on bitcoin mining stats, highlighting stats that show non-monetary transactions currently account for nearly 50% of all Bitcoin transactions. We also dig into Hut 8's plans for a 500 MW data center in Illinois, the latest hiring spree at Cipher Mining, Riot's updated compensation plan as they expand into AI, and MSCI's decision to keep Strategy (MSTR) in its indices. Finally, for this week's cry corner, Florida's renewed attempt at a Strategic Bitcoin Reserve.  Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Runes: 6.1M txs, 42% of volume last month * Hash price: $39/PH/day, fees near zero * Hut 8: 500MW, $4-5B site in Logan County, IL, pending zoning approval * Difficulty: 4 negative adjustments out of last 5 * Riot: Jason Chung in as CFO *Florida makes a second attempt at a strategic bitcoin reserve Timestamps 00:00 Start 02:37 Difficulty Report by Luxor 06:06 Hut 8 new data center 11:15 MSCI decision 13:26 Cipher adds Drew Armstrong, Lee Bratcher 18:07 Riot compensation changes, new CFO 22:33 Cry corner: Are SBRs back?

MSCI is considering a rule change that could remove Bitcoin treasury companies from global equity indexes. This episode explores why that move misunderstands how corporate bitcoin adoption actually works. From preferred equity structures to operating company fundamentals, the panel explains what's really at stake.Bitcoin For Corporations is calling on MSCI to withdraw its 50% digital-asset exclusion rule. This effort is about neutral, operations-based index classification—and equal treatment across asset classes.The Bitcoin for Corporations Show Ep. 21 featuring BFC Managing Director George MekhailAdd your support:

Morgan Stanley makes a major bet on crypto adoption by filing for in-house Bitcoin and Solana ETFs, a sharp reversal that signals real demand inside its massive wealth management network and another step toward crypto becoming table stakes for traditional finance. The episode also covers MSCI's decision to keep MicroStrategy in its indexes, the resulting rebound across crypto treasury companies and miners, and why index inclusion still matters so much for price action. Finally, there's an update from Washington, where a crypto market structure bill heads toward a contentious committee vote, with stablecoin yield, AML provisions, and banking lobby pressure setting up one of the clearest regulatory showdowns yet. 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