Podcasts about NAV

Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he's thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.========================BitcoinIRA: Save up to 37% in capital gains taxes on your retirement investments. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to lp.bitcoinira.com/after-crypto to win up to $4,000 in rewards.========================Bitget is the world's largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget's Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on Bitget.com today!========================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.========================0:00 - Intro1:03 - Why he sold all his bitcoin & crypto6:52 - The Hyperliquid thesis & the broken social contract20:01 - What would make him buy bitcoin again?21:58 - Strategy + STRC & how to gain an edge in the markets 33:40 - What comes after the memory stock boom?37:58 - Biotech, defense, & rare earth minerals39:29 - Robostrategy, private markets & NAV premiums44:08 - Why index fund returns may be lower going forward55:40 - Contrarian investing & spotting a bubble1:07:44 - Meme stocks, retail & future outlook1:13:25 - The 1000x Podcast

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: The only person you are destined to become is the person you decide to be. –Ralph Waldo Emerson Gratitude: That you're your own best friend. (One reader: "now that I'm in my forties, it took me a long time to be nice to me!") Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: The best revenge is massive success. –Frank Sinatra Gratitude: Your eyesight, and the ability to read articles like this one! Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.

On this episode, Mark Longo is joined by Bill Ulivieri of Cenacle Capital Management to break down the latest action across Bitcoin, IBIT, and the wider crypto derivatives space. The guys dive deep into MicroStrategy (MSTR), discussing its current 26% discount to net asset value and why Bill is looking to sell the $100 par puts "with reckless abandon." They also explore the Altcoin Universe—including the growing volume in PER (Hyperliquid), the latest on Circle, and a look at decentralized AI tokens like BitSensor (TAO)—before tackling a listener question on major regional transaction regulations that could ripple across the broader digital asset landscape. In this episode, we break down: Bitcoin & iBit Breakdown: Navigating the dip to $62K, current iBit options flow, and the anticipation of a July 4th Clarity Act pop. The MSTR Volatility Monster: Why MSTR options are trading at nearly 2x the volatility of iBit, and how to trade the current net asset value (NAV) discount. Altcoin Universe: Deep dives into ETH futures, BMNR earnings, Circle time-spreads, and the rise of decentralized AI tokens like BitSensor (TAO). Crypto Questions: Breaking down new regional digital asset transaction acts, what they mean for self-custody wallets, and the upcoming industry pushback against surprise transaction fees.

On this episode, Mark Longo is joined by Bill Ulivieri of Cenacle Capital Management to break down the latest action across Bitcoin, IBIT, and the wider crypto derivatives space. The guys dive deep into MicroStrategy (MSTR), discussing its current 26% discount to net asset value and why Bill is looking to sell the $100 par puts "with reckless abandon." They also explore the Altcoin Universe—including the growing volume in PER (Hyperliquid), the latest on Circle, and a look at decentralized AI tokens like BitSensor (TAO)—before tackling a listener question on major regional transaction regulations that could ripple across the broader digital asset landscape. In this episode, we break down: Bitcoin & iBit Breakdown: Navigating the dip to $62K, current iBit options flow, and the anticipation of a July 4th Clarity Act pop. The MSTR Volatility Monster: Why MSTR options are trading at nearly 2x the volatility of iBit, and how to trade the current net asset value (NAV) discount. Altcoin Universe: Deep dives into ETH futures, BMNR earnings, Circle time-spreads, and the rise of decentralized AI tokens like BitSensor (TAO). Crypto Questions: Breaking down new regional digital asset transaction acts, what they mean for self-custody wallets, and the upcoming industry pushback against surprise transaction fees.

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Whatever you can do, or dream you can, begin it. Boldness has genius, power and magic in it. –Johann Wolfgang von Goethe Gratitude: The smell and feeling of clean sheets. Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!

I denne episoden snakker vi med en KS-rådgiver, en NHO-direktør og en ordfører, som alle brenner for et mer inkluderende arbeidsliv.Gustav Weiberg-Aurdal, spesialrådgiver i KS, har gått foran og tatt initiativ til å samle kommuner, NAV og næringsliv i Akershus, Buskerud og Østfold. Kristian Enger, regiondirektør i NHO Viken Oslo, er også er opptatt av at næringslivet og kommunene er avhengig av hverandre. Vi snakker også med ordfører Magnus Arnesen i Sarpsborg kommune, hvor de har gått fra prat til praksis. Hosted on Acast. See acast.com/privacy for more information.

PARTE 1Caminando en la Gracia del Señor: padres que dejan HerenciaMensaje 21 de junio de 2026Predicador: Pr. Cristian SalgadoLengua de Señas: Javier ParedesAlianza Cristiana y Misionera PeñalolénAv. Consistorial 5240. Peñalolen, SantiagoSitio Web: http://www.acympenalolen.cl/Canal de Youtube: https://www.youtube.com/@Acympenalolen/videos Facebook: https://web.facebook.com/ACyMpenalolenInstagram: https://www.instagram.com/acympenalolen/Twitter: @acympenalolenSpotify: Alianza Cristiana y Misionera Peñalolén

"Mezglu kalendārs" ir tapis kā veltījums Valdai un Zigmundam Skujiņiem. Autore ir viņu meita Inga Skujiņa, tekstilmāksliniece, kas stelles nolika malā, lai daudz sava laika veltītu tēva – rakstnieka Zigmunda Skujiņa –pēdējiem mūža gadiem. Un šai grāmatai. "Ļoti strauji mainījās laikmeta krāsas. Nebija šaubu, ka vecie laiki aiziet. Nav runa par padomju laikiem, Latvijas valsts laikiem, krievu caru vai vācu muižnieku laikiem. Vecie laiki šoreiz ir 35 gadi kopš Latvijas otrā valstiskuma atzīšanas. Viss liecināja, ka uz priekšu, visticamāk, nebūs ne valstu, ne tautību, ne nacionālu vērtību. Būs kaut kas cits", tā Inga Skujiņa raksta grāmatas "Mezglu kalendārs" ievadā, pieminot arī, ka grāmatas tapšanā būtiska loma ir mākslas zinātniecei Ingrīdai Burānei. Radio mazā lasītava studijā tiekas ar Ingrīdu Burāni, bet ar Ingu Skujiņu sazinās viņas lauku mājās. Lasot šo grāmatu par cilvēkiem un lietām, kas veido mūžu, rodas sajūta ne tikai par Ingas vecākiem, bet par paaudzi, par pārmaiņām, "jaunām dekorācijām" un Rīgu, kuras ielās rakstnieks Zigmunds Skujiņš bija neapšaubāms elegances etalons. Ingas Skujiņas "Mezglu kalendāru" izdevis "Jāņa Rozes apgāds". Raidījumu atbalsta:

In this edition of the Money Makers Investment Trusts Podcast, Andrew McHattie, editor of the Investment Trusts Newsletter, returns for his monthly roundup of developments in the sector, including a look at the SpaceX IPO, with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025). This discussion was recorded on Thursday 18 June 2026. Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! *** OUT NOW: The 2026 Investment Trusts Handbook *** Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358 The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City's best-kept secret, or the connoisseur's choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. The Investment Trusts Handbook 2026 is an independent educational publication, available through bookshops and extensively online. With articles by 30 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector. *** Section Timestamps: 0:00:37 - Introduction 0:00:51 - The SpaceX IPO 0:08:36 - Edinburgh Worldwide (EWI) and Impax Environmental (IEM) 0:14:41 - Seraphim Space Investment Trust (SSIT) 0:17:19 - A short break 0:18:04 - Pacific Assets (PAC) and Schroder Asia Total Return (ATR) 0:21:13 - SDCL Efficiency Income Trust (SEIT) 0:24:59 - The Renewables Infrastructure Group (TRIG) 0:29:40 - Alternative Income REIT (AIRE) 0:32:23 - Aquila European Renewables (AERS) 0:35:52 - Looking at two trusts' results 0:40:56 - Partners Group Private Equity (PEY) 0:46:37 - Close If you enjoy the weekly podcast, why not also try the Money Makers Circle? This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of 3i Group (III). Future profiles include Aberdeen Equity Income (AEI) and Caledonia Investments (CLDN). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our nearly 340 podcasts since we launched in 2020. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk

Rubrikā „Itai lobuok” profesore Lideja Leikuma turpynoj stuosteit par tū, kaidus latgaliskūs vuordus, jūs salykumus ci formys lobuok lītuot. Itūreiz par tū, kai latgaliski lobuok pasaceit „pēc manām domām, manuprāt”. Itai lobuok – pa munam, pa manim. Var saceit pa munam i pa tovam, i var saceit ari pa manim, pa tevim. Pa manim itai nav pareizi dareits, a kai pa tevim? Piec munom dūmom – tys jau ir otkon puorlykums nu latvīšu literaruos volūdys. Nav juosakauna nu latgaliskuos runys, bet vysleidza, kod esi publiski koč kur, tev vairuok juopadūmoj, kaidim vuordim tu izasoki. I tod cylvākam nazkaidys barjerys suocās, tod jam suoc ruodeitīs, ka tys, kai es sātā runoju, nav pareizi, tod maņ vajaga runuot gruomotu volūdā. A tei gruomotu volūda parosti saīt tys tulkuojums nu latvīšu volūdys. Tod tei ir, tai saucamuo, trešuo izlūksne, kas atsaškir tikai fonetiski. I taida latgalīšu volūda nivīna nainteresātu, nivīns rītumu profesors koč kaidā augstškolā napieteitu taidys volūdys, ka jei byutu tikai fonetiski puorlykumi nu latvīšu literaruos volūdys. Mums ir divejis sistemys, i mums obejis sistemys byutu juokūp. I latgaliskuo seviški partū, ka tei latgaliskuo ir nūturiejuse vairuok arhaismu, vairuok senejuo, nakai latvīšu literaruo volūda – tradiceja, kura jau ir apcierptuoka, kura, prūtams, ir vajadzeiga, par kuru mes ari stuovim sardzē. Bet ari tei ūtra – latgalīšu literaruo ci rokstu volūda, kai myusu volūdys boguoteibu ruodeituoja, juotur.

Strategy's recent sale of 32 Bitcoin came with unusual framing: Michael Saylor said the purpose was to "inoculate the markets." Glenn Cameron, Global Head of Institutional at Onramp Bitcoin, reads that word as preparation for larger Bitcoin sales ahead, walks through the STRC prospectus and the pressure points (Strategy now trading at 84% of NAV, the cash reserve cut to roughly seven months after redeeming a 0% convertible note, the board-suspendable dividend), and lands on the sharpest argument: 83% of STRC holders are retail investors sold a product marketed as "a high yield bank account" that's structurally junior equity on a volatile Bitcoin company.---

Letos v listopadu to bude 60 let od premiéry oscarového snímku Jiřího Menzela Ostře sledované vlaky. Toto jubileum oslaví lidé 20. června v Loděnici u Berouna, kde se velká část filmu natáčela. Navštívit tam mohou také Muzeum trati.

Cordiant Digital Infrastructure (LSE:CORD) chairman Steven Marshall and CFO Andrew Ewe joined Proactive's Stephen Gunnion to discuss annual results, portfolio performance and growth opportunities. The company delivered a 16.3% total NAV return, with NAV per share rising to 146p. Revenue grew 9.9% and EBITDA by 7.8%, supporting a further dividend increase. Since IPO, Cordiant has deployed £795 million into digital infrastructure assets, generating a 14% annualised NAV total return over five years. The company's recent inclusion in the FTSE 250 is expected to broaden its investor base. Marshall highlighted data centre growth at Czech Republic-based CRA, where the Prague Gateway facility could scale from 26MW to 100MW. "The demand for our assets continually grows," he said, "which gives the wind at our backs in terms of growing revenues, EBITDA and cash flows." The pair also covered the integration of BT Ireland's fibre assets into Speed Fibre, expansion of Emitel's mobile tower portfolio, and opportunities in 5G broadcasting, emergency warning systems and smart city infrastructure. For more Proactive interviews, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. #CordiantDigitalInfrastructure #FTSE250 #DigitalInfrastructure #DataCentres #Telecoms #FibreNetworks #MobileTowers #InfrastructureInvesting #DividendGrowth #DataCenterGrowth #Telecommunications #Investing #UKMarkets #StockMarket #ProactiveInvestors

Foresight Environmental Infrastructure (LSE:FGEN) investment manager Charlie Wright joined Proactive's Stephen Gunnion to discuss annual results, dividend growth and the outlook for its diversified environmental infrastructure portfolio. FGEN raised its dividend for a 12th consecutive year, with a FY27 target of 8.04p per share and dividend cover of 1.25x. Despite modest NAV per share slippage to 105.2p, the portfolio delivered a positive NAV total return of 6.2%, with shareholders receiving 7.96p in dividends over the period. Wright emphasised that growth is coming from within the existing portfolio rather than new acquisitions. "The exciting thing for us is that the opportunities are really coming from assets we already own," he said, pointing specifically to the anaerobic digestion portfolio and CNG Fuels platform, where biomethane adoption by HGV fleets is gaining momentum. The interview also touched on carbon capture investments, progress at Glasshouse, and operational developments at the Rjukan aquaculture facility in Norway. Management remains focused on operational performance, growth asset ramp-up and capital recycling to support long-term shareholder value. For more videos like this, visit the Proactive YouTube channel, give this video a like, subscribe to the channel and enable notifications so you never miss future content. #FGEN #ForesightEnvironmentalInfrastructure #CharlieWright #InfrastructureInvestment #RenewableEnergy #EnvironmentalInfrastructure #DividendGrowth #LSE #CleanEnergy #Biomethane #CarbonCapture #AnaerobicDigestion #EnergyTransition #SustainableInvesting #InvestorUpdate

Šī saruna ir par to, ko cilvēks var darīt savā labā, ja viņam ir raksturīgi atkal un atkal iestrēgt vienos un tajos pašos ieradumos, no kuriem jau sen grib tikt laukā. Piemēram, smēķēšanā, pārlieku saldumu ēšanā, nesavaldībā vai kliegšanā uz tuviniekiem, kārtējā pārslodzē darbā.Marija Ābeltiņa skaidroja trīs sistēmas, kurās mēs funkcionējam: izdzīvošanu, dzīšanos pēc mērķiem un nomierināšanos, par kuru visbiežāk aizmirstam. Tieši trešās sistēmas neizpratne noved pie pārslodzes un ieradumiem, kas no tās izriet.Viņa parādīja, kāpēc gribasspēks vien nepalīdz un kā jaunu rīcību nostiprināt soli pa solim, izmantojot kognitīvi biheiviorālās terapijas pieeju, pašapbalvošanu un atkārtotu apņemšanos.Marija Ābeltiņa ir klīniskā psiholoģe, psiholoģijas zinātņu doktore un grāmatas "Profesionālā izdegšana" autore. Viņa ir kognitīvi biheiviorālās terapijas speciāliste un daudzus gadus vadījusi biedrības "Skalbes" padomi.Ja šī vai kāda cita Cilvēkjaudas saruna tev noderēja vai bija interesanta, uzsauc Cilvēkjaudai virtuālo “kafiju”. Tā tu mums palīdzēsi segt gabaliņu no podkāsta izdevumiem, lai varam to turpināt.Šo epizodi filmējām Power-Up SPACE studijā Rīgas centrā. Te ir viss, kas nepieciešams – moderni aprīkotas studijas un arī daudzpusīgas telpas pasākumiem, kur rīkot apmācības, prezentācijas, filmu vakarus un pat konferences ar skaistu skatu uz Rīgu. Piesakies iepazīšanās tūrei!SARUNAS PIETURPUNKTI:0:00 Ievads2:47 Darbs krīzes centrā Skalbes6:21 Maximas traģēdija un dienestu atbalsts9:25 Atjaunošanās, ko nepaņēma sev11:35 Trīs sistēmas, kurās funkcionējam16:46 Sasniedzējs un baudītājs vienā pārī22:21 Kā ieplānot atpūtu savā steidzīgajā kalendārā26:19 Jēgpilni izaicinājumi pasargā no izdegšanas29:12 Slazds: "Man ir jāatrod jēga un tūlīt"31:03 Dod sev laiku un eksperimentē34:16 Daba kā resurss nomierināšanās sistēmai38:16 Jēga ģimenē, parkā vai pie koka40:44 Kāpēc iestrēgstam vienos ieradumos45:16 Smadzenes, kas taupa enerģiju54:02 Smadzeņu frontālā garoza nobriest līdz 25 gadiem58:17 Otrais cēliens: kā nostiprināt jauno1:00:04 Iemācīties sevi apbalvot veselīgākā veidā1:05:48 Apņemšanās kā trešais līmenis1:07:24 [Power-Up SPACE] Studijas Rīgas centrā1:08:41 "Apņemšanās nav akmens, tā ir kā maize"1:12:34 Kāpēc kliedzam uz tuviniekiem, ne klientiem1:15:23 Kentaura metafora un dzīvnieciskā daļa1:18:21 Bezcerīgie gadījumi psihiatriskajā klīnikā1:25:12 "Nav jāgaida, kamēr būs tik traki"1:27:06 Ieteicamie soļi: sports un saruna1:32:43 Vingrinājumi un optimisma trenēšana

„Az aranykonvoj ügyben azonnali belső vizsgálatot rendeltünk el a NAV-nál, a TEK-nél és az érintett szolgálatoknál” – közölte Magyar Péter a HVG cikkének megjelenését követően. Orbán Viktor Brüszelbe utazott, hogy a Patrióták Európáért európai parlamenti képviselőcsoport pártjainak vezetőivel találkozzon. Kijöttek a miniszteri vagyonnyilatkozatok. A HVG kanadai politikusok és üzletemberek különös magyarországi honosítása nyomába eredt. Kezdje a napot a HVG hírpodcastjával!

PARTE 3Caminando en la gracia del Señor: Poder de Dios en mi vida prácticaMensaje 14 de junio de 2026Pastor Ayduante Miguel PalaciosLengua de Señas: Javier ParedesAlianza Cristiana y Misionera PeñalolénAv. Consistorial 5240. Peñalolen, SantiagoSitio Web: http://www.acympenalolen.cl/Canal de Youtube: https://www.youtube.com/@Acympenalolen/videos Facebook: https://web.facebook.com/ACyMpenalolenInstagram: https://www.instagram.com/acympenalolen/Twitter: @acympenalolenSpotify: Alianza Cristiana y Misionera Peñalolén

Podle nového územního plánu, který by město mělo schválit ještě letos, je výškový limit 13 metrů. Navíc jde o ochranné pásmo městské památkové zóny, takže stavby budou potřebovat souhlas památkářů.

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel. –Maya Angelou Gratitude: Having a "roof over your head." Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.

In this edition of the Money Makers Investment Trusts Podcast, Marcus Phayre-Mudge, manager of TR Property (TRY), discusses the commercial property sub-sector with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025). This discussion was recorded on Friday 12 June 2026. Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! *** OUT NOW: The 2026 Investment Trusts Handbook *** Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358 The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City's best-kept secret, or the connoisseur's choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. The Investment Trusts Handbook 2026 is an independent educational publication, available through bookshops and extensively online. With articles by 30 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector. *** Section Timestamps: 0:00:37 - Introduction 0:01:11 - Macro frustrations in property 0:07:06 - The good returns prior to the Iran War 0:12:25 - A fundamental issue with discounts 0:18:05 - Further consolidation 0:25:53 - A short break 0:26:38 - Lessons from Life Sciences REIT 0:30:40 - The future of the commercial property sector 0:34:57 - The yield against the market background 0:42:13 - Maintaining gearing 0:44:00 - Europe vs the UK 0:46:21 - Close If you enjoy the weekly podcast, why not also try the Money Makers Circle? This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of 3i Group (III) with future profiles coming soon including Aberdeen Equity Income (AEI) and Caledonia Investments (CLDN). Our expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our nearly 340 podcasts since we launched in 2020. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk

Rendkívüli parlamenti ülést kezdeményez Ruff Bálint Magyar Péter azonnali vizsgálatot rendelt el aranykonvojügyben a NAV-nál, a TEK-nél és az érintett szolgálatoknál Menő egyenruhákat és fiatalítást ígér az új rendőrfőkapitány, akit még a fideszesek is jó zsarunak neveznek Van egy ágazat, ahol 30 százalékkal lőttek ki a fizetések áprilisban, alighanem a választás tehet róla Magyar Péter: „A közpénz visszakapja közpénz jellegét” Feljelentést tesz Magyar Péter médiavállalkozó öccse a „Zsolti bácsis” interjú ügyében Keményen lecsap az EU: magyar cégek is célkeresztbe kerülhetnek Kiszivárgott a titkos paktum: Trump lényegében elismerte, elvesztette az iráni háborút Elsodorhatja a legfőbb ügyészt az ukrán pénzszállító ügye Kovács Gergely: sms-t írtam Magyar Péternek, 20 perc múlva visszahívott Messit a 32. percben simán kiállíthatták volna Algéria ellen, és akkor nincs a történelmi mesterhármas Akár szerb válogatott is lehetne az osztrákok vb-hőse Barcelona menedéket nyújt a hőség elől A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: You can never cross the ocean until you have the courage to lose sight of the shore. –Christopher Columbus Gratitude: Having the time, ability, and freedom to learn and try new things. Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!

Tohle je zkrácená verze rozhovoru. Pusť si celý díl a Předplať si náš obsah a dostávej díly v celé jejich délce, dřív a bez reklam. Jen za 100,-/měsíc. https://open.spotify.com/episode/3NWDdclBFk4GUSwgVlal0Q?si=bc031e72a101465bTohle je deep dive do vědy za klimatem, jeho změnou a vývojem během planetární historie.Klima se dnes často láme mezi dvě špatné strategie. Na jedné straně panika. Na druhé cynismus. Tenhle rozhovor jde jinudy.S Danielem Kortusem rozebíráme, co vlastně znamená klimatická změna v měřítku planety, civilizace i každodenního života.Proč je dnešní situace bezprecedentní ne proto, že by se klima nikdy neměnilo, ale proto, že jsme během pár generací otevřeli geologickou banku uhlíku, která se jinak hýbe v horizontech milionů let.Proč každá desetina stupně dává smysl. Proč technologie nejsou zázračné řešení, ale zároveň ani není pravda, že se nic nedaří. A proč největší problém klimatu možná není jen fyzický, ale i psychologický a komunikační: je příliš velké, příliš dlouhé a příliš abstraktní na to, aby bylo přirozeně na prvním místě.Parťák dílu:Vilgain - Aktin.cz a tady je náš link essentials ⁠⁠Aktin.cz/bwa⁠⁠ pro slevu zadej kód BWA a objednej si kvalitní produkty s čistým složením. Tady máš seznam našich essentials ⁠⁠Aktin.cz/bwa⁠⁠⁠ Fondee.cz - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.fondee.cz/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Unikátní platforma na investování v ČR, kterou sami používáme. Navštiv ⁠⁠⁠www.Fondee.cz⁠⁠⁠ a zadej kód "BWA" pro 3 měsíce investování zdarma! Začni třeba už s 1000,- // Investování se pojí s riziky. Minutáž:00:00 Představení hosta a projektu Klimatomluva04:33 Jak vypadala klimatická změna před průmyslovou revolucí a po ní?11:41 Co jsou Milankovičovy cykly a jak přepínají doby ledové?13:59 Karbonový puls: Jak člověk otočil regulátorem oxidu uhličitého20:46 Mechanismus skleníkového efektu a role vodní páry28:23 Předpověď počasí vs. modelování klimatu: Jak vznikají scénáře IPCC?34:03 Co by globální oteplení reálně znamenalo pro Českou republiku?41:26 Techno-optimismus: Proč se nám daří rozvíjet obnovitelné zdroje?54:39 Má smysl, aby Evropa omezovala emise, když dělá jen 5%?56:30 Oceán jako chemický pufr planety a riziko jeho nasycení01:11:37 Jak vyčištění síry z paliv lodí paradoxně ohřálo Atlantik01:17:06 Klimatická úzkost a role jednotlivce proti korporacím01:23:37 Jak dostat téma k lidem skrze adaptaci a příběhy (např. v seriálu Ulice)01:33:26 Informační ekologie a Princip asymetrie bullshitu (Brandoliniho zákon)Přechod do VIP části- Koncept Velkého zjednodušení a enormní energetický hlad AI- Albedo efekt, tání Arktidy a závěrečné shrnutí

Chcete-li podpořit Studio Svobodného přístavu, můžete tak učinit v krypto i korunách! Pravidelná podpora a LN: https://opristavu.urza.cz/ BTC: bc1qwy8l3w0v826amd69h4awpt9hee6srxn4gk2cpg LTC: ltc1q2w2zezyj4anh3v428msf9kqvzelt76n62ys93h Číslo účtu: 2201359764/2010; variabilní symbol: 6 -------- Na Váš popud jsem okomentoval několik Pro a proti; zjistil jsem, že mě to baví, navíc jsou Vaše ohlasy velice pozitivní, a tak jsem se rozhodl v tomto formátu pokračovat – tentokrát jsem zvolil Máte slovo, a to dokonce dva (reprezentativní) díly, které se oba zabývaly ekonomií, respektive cenotvorbou. Myslím, že v tomto dílu názorně ukazuji, jakým způsobem selhávají média takzvané „veřejné služby“ – v zájmu dobré „show“ jde stranou logika, ekonomie, fakta i zákon o poskytování objektivních, ověřených, ve svém celku vyvážených informacích pro svobodné vytváření názorů; to bohužel vede k nesvobodě… – Urza (www.urza.cz); autor knihy Anarchokapitalismus; tvůrce Svobodného přístavu; spoluzakladatel a hlava Institutu Ludwiga von Misese; člen předsednictva Svobody učení; učitel ve svobodné škole Ježek bez klece

In this edition of the Money Makers Investment Trusts Podcast, David Barron, chairman of BlackRock American Income (BRAI) and Baillie Gifford European (BGEU), discusses the strategy shift at BRAI, the change of manager at BGEU, and sector challenges, with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025). This discussion was recorded on Tuesday 09 June 2026 Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! *** OUT NOW: The 2026 Investment Trusts Handbook *** Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358 The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City's best-kept secret, or the connoisseur's choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. The Investment Trusts Handbook 2026 is an independent educational publication, available through bookshops and extensively online. With articles by 30 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector. *** Section Timestamps: 0:00:37 - Introduction 0:01:17 - The change of strategy at BRAI 0:07:25 - Confidence in the approach to beat the index 0:10:56 - Describing the systematic approach 0:15:59 - The benchmark 0:18:57 - A short break 0:19:41 - Baillie Gifford European (BGEU) 0:20:35 - The change of manager at BGEU 0:25:44 - A sustainable future? 0:27:31 - Discount levels 0:28:45 - The future of the sector 0:31:26 - Government perception of investment trusts 0:32:58 - Close If you enjoy the weekly podcast, why not also try the Money Makers Circle? This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Artemis UK Future Leaders (AFL). Future profiles include 3i Group (III) and Aberdeen Equity Income (AEI). Our expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our nearly 340 podcasts since we launched in 2020. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Every strike brings me closer to the next home run. –Babe Ruth Gratitude: Having time to rest, like by having "an actively inactive weekend." Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.

Michael Saylor controla más del 3% de todos los bitcoins que existen, unos 700,000 BTC en la tesorería de Strategy. Esta es la historia de cómo lo hizo y por qué su máquina financiera es tan brillante como peligrosa. En este clip desarmamos el flywheel de Strategy pieza por pieza: del colapso del 99% en el dotcom que marcó a Saylor para siempre, a la deuda convertible al 0% que lo convirtió en el mayor acumulador de Bitcoin del planeta. ▸ El crash de 2000 que forjó su aversión patológica a la fragilidad financiera ▸ Por qué anticipó a las Magnificent 7 desde 2008 (y por qué eso lo llevó a Bitcoin) ▸ Cómo funciona la deuda convertible al 0% y el arbitraje detrás de la tesorería ▸ El flywheel: emitir acciones sobre NAV para comprar más BTC — y cuándo deja de hacer sentido ▸ El conflicto de interés que nadie puede ignorar al escuchar a Saylor ▸ Por qué solo habrá un "MicroStrategy" por activo digital ─ LA INFORMACIÓN DE ESTE PODCAST NO ES UNA RECOMENDACIÓN DE INVERSIÓN. Nada de lo contenido en este podcast constituye asesoría fiscal, contable, regulatoria, legal, de seguros o de inversiones, ni representa una oferta, solicitud o recomendación para comprar, vender o realizar cualquier operación con valores, esquemas de inversión colectiva, instrumentos financieros o servicios.

In this episode, we are joined by Morley Conn, Director of Sales and Strategy, ETF Services at Scotia Global Banking and Markets, for a deep dive into the mechanics of the ETF ecosystem. With more than 30 years of experience across equities, foreign exchange, and money markets, Morley pulls back the curtain on the creation and redemption process, ETF liquidity, block trading, market making, and the often-overlooked infrastructure that allows ETFs to trade efficiently every day. We explore how authorized participants and market makers facilitate liquidity, why ETF liquidity is driven by the underlying holdings rather than trading volume, and how large institutional ETF trades are executed. Morley also explains the differences between Canadian and U.S. ETF markets, discusses common misconceptions investors have about ETF trading, and shares practical advice for retail investors seeking better execution. This conversation offers a rare look at the operational machinery behind one of the most important innovations in modern investing. Key Points From This Episode:   (0:04) Introduction to Morley Conn and his role in ETF market making. (4:29) The key participants in the ETF ecosystem: issuers, custodians, market makers, advisors, and dealers. (5:53) What market makers and authorized participants actually do. (7:03) How ETF creation and redemption works and why it matters for liquidity. (10:58) How ETF portfolio management differs from traditional mutual fund management. (12:44) Why ETF trading volume often greatly exceeds primary-market creations and redemptions. (13:35) The capital gains refund mechanism and its relationship to ETF trading activity. (16:04) What happens when ETF market prices diverge from net asset value (NAV). (18:24) Lessons from the March 2020 bond ETF dislocations and what they revealed about market pricing. (19:16) How market makers price ETFs when underlying securities are illiquid or difficult to value. (20:38) Managing ETF market-making risk when underlying markets are closed. (21:35) The major factors that influence ETF bid-ask spreads. (23:26) Why market makers prioritize trading volume and investor experience over wide spreads. (26:45) How large ETF block trades are executed and hedged behind the scenes. (29:26) Why ETF liquidity is determined by the underlying holdings rather than visible trading volume. (30:43) The difference between NAV trades and at-risk trades. (32:46) How market makers contribute to the development of new ETF products. (34:20) Best practices for retail investors when trading ETFs. (37:34) Factors that determine when block trades make sense. (38:46) Why pricing ETF blocks is both an art and a science. (43:14) What happens when an ETF is shut down and how investors are affected. (46:22) The balance between retail and institutional participation in the Canadian ETF market. (48:27) How institutions and retail investors use ETFs differently. (51:23) Key differences between Canadian and U.S. ETF markets. (54:56) ETF tax efficiency in Canada versus the United States. (56:23) Common misconceptions investors have about ETF liquidity and assets under management. (1:00:13) How CRM3 total cost reporting could influence ETF adoption in Canada. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)  

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Your time is limited, so don't waste it living someone else's life. –Steve Jobs Gratitude: Stillness—"even when you only feel it once in a while." Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!

No bārenes par Krievijas ķeizarieni - par Katrīnu I aizvien valda dažādas leģendas un pat vēsturnieki strīdās, kāda ir bijusi carienes izcelsme un dzīve. Kā Ernsta Glika audžumeita nonāca līdz impērijas tronim? Leģendāra personība, kuras dzīves gājums bijis gluži kā meksikāņu ziepju operā - vai vismaz tā gribētos domāt, jo nezināmā par šo biogrāfiju aizvien ir daudz. Meitene, kas dzīvi sāka kā Marta Skavronska, beidza kā Krievijas ķeizariene. Kas bija šī sieviete un kāda bija viņas izcelsme? Raidījumā Zināmais nezināmajā vērtē Latvijas Universitātes Vēstures institūta pētniece, vēstures doktore Mārīte Jakovļeva un mācītājs, Ernstam Glikam veltītas grāmatas autors Andris Pešelis. Daudz nezināmā un leģendu ir par šo personību, atzīst raidījuma viesi. "Ja mēs runājam par meiteni Martu, jāsaka, ka nezināmā ir ļoti daudz. Ja mēs runājam par ķeizariene Katrīna Pirmo, tad tā jau ir vēsturiska persona, zināma, uz politiskās un vēsturiskās skatuves esoša un un labi apskatāma, bet arī viedokļi par viņu kā ķeizarieni arī ir ļoti atšķirīgi," atzīst Mārīte Jakovļeva. Interpretāciju ir daudz par viņas izcelsmi, vai tiešām bija Skavronska, kā nokļuva Glika mājās, nav zināms, kur viņa ir dzimusi, kas bijuši viņas vecāki. Par to ir daudz versiju. Pat populārā vietne Vikipedija dažādas valodās piedāvā dažādas versijas par to, kur ir dzimusi Marta Skavronska. "Nav arī skaidrības par viņas etnisko piederību. Mums gribās domāt, ka viņa bija latviete, igauņiem tikpat labi uzskata, ka viņa bija igauniete vai vai somiete. Baltkrievi uzskata, ka viņa ir cēlusies no Minskas, respektīvi, no baltkrieviem, lietuvieši - no lietuviešiem. Visi velk deķīti uz savu pusi, un nevienam nav konkrēti dokumentētas argumentācijas," turpina Mārīte Jakovļeva.  

About 80% of STRC holders are retail investors. Glenn Cameron walks through the prospectus, how Saylor's public claims differ from the reality, and why Strategy has no good options. ======================================================== Thank you to our sponsor! Fidelity: Fidelity has been building in crypto and DeFi since 2014 — now they're hiring. Explore career opportunities at one of the most forward-thinking names in finance here: crypto.fidelitycareers.com. Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Strategy's sale of 32 Bitcoin last week came with unusual framing: Saylor said the purpose was to "inoculate the markets." Glenn Cameron, Global Head of Institutional at Onramp Bitcoin, reads that word as preparation for larger Bitcoin sales ahead. Glenn traces the pressure points. Strategy is trading at 84% of its Bitcoin value, making new equity issuance dilutive rather than accretive on a Bitcoin-per-share basis. Its cash reserve has been cut to roughly seven months after the company redeemed a 0%-interest convertible note. And STRC, the perpetual preferred stock Saylor has marketed as "a high yield bank account," carries a dividend the board can suspend for any reason. The episode's sharpest argument: 83% of STRC holders are retail investors sold a product that resembles a bank account but behaves like junior equity on a volatile Bitcoin company. No maturity, no FDIC protection, no right to redeem. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: Glenn Cameron, CFA - Global Head of Institutional at Onramp Bitcoin Timestamps

Billy Williams was the United States Attorney for the District of Oregon from 2015-2021. Billy is a non-affiliated voter (“NAV”) and is a proponent of open primaries in Oregon. Billy talks about why he's a NAV and why he is not registered as an Independent. He explains why he thinks we need open primaries in Oregon. He also talks about Oregon's status as a sanctuary state and other issues related to Immigration and Customs Enforcement (“ICE”). Billy has spent the majority of his life in public service, beginning with work for the Metropolitan Public Defender and then as a law clerk for the US Attorney's Office for the District of Oregon. He was later hired by the Multnomah County DA's Office, where he worked for eleven years. He served in the U.S. Attorney's Office for eighteen years. Billy has had the unusual distinction of serving as U.S. Attorney under both Democrat and Republican presidential administrations. Billy's service as the acting U.S. Attorney for the District of Oregon began with a telephone call from Eric Holder, the U.S. Attorney General in the Obama Administration. Later, Billy was formally nominated by President Trump in 2017 to be the U.S. Attorney for the District of Oregon and confirmed by the Senate. His service spanned the longest federal government shutdown in the US; the Malheur Wildlife Refuge Occupation; the COVID-19 pandemic; the killing of George Floyd; and the Portland riots of 2020, which were primarily directed at the federal courthouse, where Billy's office was located. Billy has served in various volunteer capacities, including on the Board of Directors for Urban League of Portland and as an instructor for the Portland Police Detective's Academy. He is currently on the Leadership Council of the Foundation for Drug Policy Solutions (check out the Rational in Portland podcast episodes with Dr. Kevin Sabet, the President and CEO of the Foundation for Drug Policy Solutions, who served as the only bipartisan drug policy advisor to three U.S. presidential administrations, and Tom Wolf, who serves with Billy on the Leadership Council of the Foundation). Billy was part of the Border and Immigration Subcommittee under President Obama. Billy has also served on the Native American Issues Subcommittee; Civil Rights Subcommittee; Border and Immigration Subcommittee; Domestic Terrorism Executive Committee; the Ninth Circuit Fairness Committee; and as chair of the Attorney General's Marijuana Working Group.

Spojené státy se připravují na oslavu 250 let od svého vzniku. Program, který má vyvrcholit ve Washingtonu 4. července ale zatím není kompletní. Oslovení umělci odříkají účast, protože oslavy podle nich nebudou nadstranické. Navíc se zdá, že v mnohém splývají s akcemi spojenými s životním jubileem současného prezidenta Donalda Trumpa. Lze vůbec v dnešních Spojených státech uspořádat oslavy vzniku USA, které by zemi nerozdělily, ale sjednotily?Host: Jiří Pondělíček - amerikanista a komentátor platformy Téma 21Článek a další informace najdete na webu Seznam ZprávySledujte nás na sociálních sítích X, Instagram, Threads nebo Bluesky. Náměty a připomínky nám můžete psát na e-mail zaminutusest@sz.czHlasujte pro náš podcast v anketě Podcast roku

Zeitgeist #24 s teologem Františkem Štěchem o golemech, nové encyklice Lva XIV. a lidství v éře umělé inteligence z perspektivy římskokatolické církve i dalších náboženství.Velké jazykové modely a generativní AI promlouvají s rostoucí intenzitou do mnoha sfér našeho života. Ani je nemusíte přímo používat, ale s jejich výtvory se nejspíš pravidelně setkáváte, ať jste si toho vědomi nebo ne. Lidem jakoby se podařilo splnit starý sen o vytvoření úslužného golema. Namísto hlíny ovšem „šém" vložili do korpusu lidských textů a vznikla entita, která s námi komunikuje a zvládne imitovat projevy člověka včetně emocí. Navíc je schopná také samostatně jednat jako AI agent v čemž se pravděpodobně bude dále zlepšovat. Bezesporu jde o významný milník v historii lidstva a možný začátek další průmyslové revoluce. Papež Lev XIV. svou první encykliku, kterou vydal rok po zvolení věnuje do značné míry právě vzestupu AI a ochraně lidství.„Takzvané umělé inteligence neprodělávají žádné zkušenosti, nemají tělo, necítí radost ani bolest, nedospívají prostřednictvím vztahů a z vlastního nitra neví, co znamená láska, práce, přátelství nebo odpovědnost. Nemají ani morální vědomí, protože nerozlišují mezi dobrem a zlem, nechápou konečný smysl situací ani nenesou odpovědnost za důsledky. Mohou napodobovat jazyk, chování a analytické schopnosti nebo dokonce simulovat empatii a porozumění, ale nerozumí tomu, co produkují, neboť jim chybí emoční, vztahová a duchovní perspektiva, skrze kterou lidé nabývají moudrosti. I když jsou tyto nástroje popisovány jako schopné „učení“, dělají to jinak než člověk. Nejedná se o zkušenost těch, kteří se nechávají formovat životem a postupem času rostou prostřednictvím rozhodnutí, chyb, odpuštění a věrnosti,“ píše se mimo jiné v listu Magnifica Humanitas, jímž se papež obrací především na katolické biskupy.Jak nejvyšší představitel římskokatolické církve AI vnímá? V čem vidí příležitost a v čem nebezpečí? Co může znamenat fakt, že na představení encykliky vystoupil také spoluzakladatel společnosti Anthropic Chris Olah, která vyvíjí model Claude? Proč si papež v textu bere na pomoc i rady čaroděje Gandalfa? Nesouvisí to náhodou s firmou pojmenovanou po Vidoucích kamenech z Pána prstenů J. R. R. Tolkiena? A v čem je specifický vztah světových náboženství a jejich tradic s AI? Odpovídá František Štěch z Evangelické teologické fakulty UK. Připravil a moderuje Štěpán Sedláček.

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: The mind is everything. What you think you become. –Buddha Gratitude: The Arrange button in Powerpoint, that "saves so much time nudging and aligning text boxes. Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: The most common way people give up their power is by thinking they don't have any. –Alice Walker Gratitude: Having a friend at work (which is surprisingly great for your productivity) Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), is joined once again by Ben Conway, head of fund management at Hawksmoor. Their discussion this time includes the health of the investment trusts sector, the role of activist investors and board responsibilities, and regulatory changes that might entice pension funds back to the sector. This discussion was recorded on Friday 05 June 2026. Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! *** OUT NOW: The 2026 Investment Trusts Handbook *** Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358 The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City's best-kept secret, or the connoisseur's choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. The Investment Trusts Handbook 2026 is an independent educational publication, available through bookshops and extensively online. With articles by 30 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector. *** Section Timestamps: 0:00:37 - Introduction 0:01:22 - The health of the investment trusts sector 0:04:48 - Activists and boards 0:15:56 - The return of pension funds? 0:26:47 - A short break 0:27:33 - The equity market situation 0:37:00 - Quality growth investors 0:41:29 - Barriers to new investment trusts 0:45:02 - Reasons for optimism 0:46:35 - Close If you enjoy the weekly podcast, why not also try the Money Makers Circle? This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of European Smaller Companies (ESCT). Future profiles include Artemis UK Future Leaders (AFL) and Aberdeen Equity Income (AEI). Our expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 330 podcasts since we launched in 2020. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk

How has structured financing moved into the private market mainstream? In this episode of Making Sense, Shiny Das from the Vida Portfolio Solutions product team sits down with John Neubauer, Global Head of Structured Equities Financing at J.P. Morgan, to examine the forces reshaping demand for structured financing as investors seek liquidity, flexibility and transparency. Together they look at how subscription lines have expanded, why NAV lending is becoming a core tool, and what aspects of structured financing are primed for further evolution. To learn more about J.P. Morgan's Vida Financing Connect: https://jpmm.com/portfolio-solutions/financing-connect   This episode was recorded on June 1, 2026.    This communication is provided for information purposes only. Please visit www.jpmorgan.com/disclosures for important disclosures. © 2026, JPMorganChase & Co. All rights reserved.

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: We become what we think about. –Earl Nightingale Gratitude: Books, audiobooks, and blog posts that "push you to think in new ways. Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Life is what happens to you while you're busy making other plans. –John Lennon Gratitude: The ability to work from home—"especially when wearing pajamas, like I am right now. Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: I attribute my success to this: I never gave or took any excuse. –Florence Nightingale Gratitude: Jake Nelson Pleasant Grove UT/USA Gardening. It gives me this opportunity to connect with the earth, cultivate life and be a perfectionist. Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Two roads diverged in a wood, and I—I took the one less traveled by, And that has made all the difference. –Robert Frost Gratitude: Yourself. You deserve all the happiness and kindness in the world — don't forget it. Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!

SpaceX comes to market on 12 June at a $1.75 trillion valuation — 94 times sales, where Amazon trades at four. Simon walks through where to actually buy it (Robinhood, Charles Schwab, Fidelity), why xAI is a rounding error in the AI race, and why Tesla is likely to be rolled into SpaceX within two to three years. Plus the Dow Jones turns 130, Moody's lifts South Africa's outlook from stable to positive, Balwin delists at below NAV with Calgro M3* potentially next, and stocks on the move including Shoprite*, AB InBev, Impala Platinum, and Gold Fields. Topics: SpaceX IPO, Dow Jones, Moody's, Balwin delisting, Calgro M3, Canal Plus, Pope Leo XIV on AI, oil, Shoprite, AB InBev, Implats, Gold Fields, Anglo Gold Ashanti. WorldWideMarkets is part of JustOneLap.com.

Jason Steele hasn't paid for a flight or hotel in 20 years — and he has a family of five. In this episode, the credit card expert, Card Con founder, and author of Travel for Free breaks down exactly how military service members can build a sustainable points and miles strategy, avoid the money traps that sink young service members, and why the best f Spencer Reese sits down with Jason — a freelance credit card expert, founder of Card Con, and author of Travel for Free — to talk travel hacking, military credit card benefits, and building a sustainable points strategy. Topics Discussed How Jason got into Points & Miles consulting — after years of writing about award travel, people kept asking him to just tell them what to do; he turned that demand into a consulting practice What makes a great consultation client — financially responsible, pays statement balances in full, has some flexibility with cards, and is genuinely excited about travel Sustainable travel hacking over a military career — opening one card per year per spouse = up to 40 cards over a 20-year career with no annual fees and millions of points American Express and military fee waivers — Amex tends to be the most accessible issuer for young active duty members; Jason's own daughter (USAF Academy cadet) was immediately approved for the Platinum card The biggest financial mistake young service members make — buying too much car too early; the Hellcat in the parking lot vs. the Corolla driven by the commander Brokerage accounts vs. credit card rewards — a brief nod to the value of flexibility in personal finance, mirroring themes from other episodes Managing multiple credit cards — auto pay, spreadsheets, and apps like Card Pointers; focus on big-win credits first (Chase Sapphire Reserve $300 travel credit, Hilton free night certs) before chasing $7 Dunkin credits Amex Platinum airline credit hack — buy refundable Southwest tickets under $100, cancel within 24 hours; the credit triggers and the refund posts Redeeming points for others — using miles to fly family members to visit you overseas; points can be redeemed in anyone's name at no extra cost Best sweet spots mentioned — ANA (All Nippon Airways) miles for business class to Japan and Africa; United Polaris via Chase Ultimate Rewards transfer; Southwest companion pass Jason's book, Travel for Free — written for beginner to intermediate award travelers; includes personal stories, client case studies, and travel "recipes" (reusable booking frameworks for common trip types) The "how much would you travel if it were free?" question — Jason's framing for why this hobby is worth building Resources Mentioned JasonSteele.com https://jasonsteele.com— book a free 50-minute award travel consultation; link to Travel for Free Travel for Free: How to Use Points and Miles to See the World — available on Amazon Card Con https://jasonsteele.com— Jason's annual conference for credit card media professionals Card Pointers https://cardpointers.com/military— app for tracking credit card benefits and coupon book credits (military discount available) Chicago Seminars & Frequent Travel University — large conventions for award travel enthusiasts Slick Deals, Nav, SoFi — outlets where Jason currently publishes points valuations and credit card content Military Money Manual Podcast Ep. 217 — Jared Mausi flying his mom to Rome in business class using points Spencer and Jamie offer one-on-one Military Money Mentor sessions. Get your personal military money and personal finance questions answered in a confidential coaching call. militarymoneymanual.com/mentor Over 22,000 military servicemembers and military spouses have graduated from the 100% free, Ultimate Military Credit Cards Course available at militarymoneymanual.com/umc3 In the Ultimate Military Credit Cards Course, you can learn how to apply for the most premium credit cards and get special military protections, such as waived annual fees, on elite cards like The Platinum Card® from American Express and the Chase Sapphire Reserve® Card. https://militarymoneymanual.com/amex-platinum-military/ https://militarymoneymanual.com/chase-sapphire-reserve-military/ Military Money Manual may receive compensation from JPMC. Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain. Learn how active duty military, military spouses, and Guard and Reserves on 30+ day active orders can get your annual fees waived on premium credit cards in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3 If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual.

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Failure is the condiment that gives success its flavor. ~Truman Capote Gratitude: "Jake Nelson Pleasant Grove UT/USA Gardening. It gives me this opportunity to connect with the earth, cultivate life and be a perfectionist. "Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Little minds are tamed and subdued by misfortune; but great minds rise above it.~Washington Irving Gratitude: Surprise parties. There's something so inherently touching about the fact that your friends spent time thinking of a way to make you happy when you least expect it. Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!

Cesar Estrada is the Head of Private Markets at Arcesium, the data and operations platform built to help private market firms scale their reporting, analytics, and oversight at an enterprise level.In today's conversation, Cesar walks us through Arcesium's role in private markets from its beginnings as a company spun out of DE Shaw. We discuss why “unifying the data” is front and center today and how Arcesium helps its clients with reconciliation to centralizing NAV oversight across internal teams and fund admins.From there, we turn to all things AI — how Arcesium launched a Copilot feature, what it means to move from natural language queries toward full agents, and who Cesar thinks wins and loses as AI reshapes investment operations software.For anyone building or running operations at a private markets firm, this is a sharp conversation on where the data problem really lives — and what solving it actually looks like in practice.Learn More Follow Capital Allocators at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tseides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Access transcript with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: You measure the size of the accomplishment by the obstacles you had to overcome to reach your goals. ~Booker T. Washington Gratitude: Hitting every green light on your commute. So long, traffic. Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Most of the important things in the world have been accomplished by people who have kept on trying when there seemed to be no help at all. ~Dale Carnegie Gratitude: Your favorite school teacher. You know the one: The teacher who inspired you to pursue your career or the one who helped you raise your SAT score. Teachers like this guy. Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!