Podcasts about NAV

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Real difficulties can be overcome; it is only the imaginary ones that are unconquerable. Theodore N. Vail Gratitude: When a package has bubble wrap. It doesn't matter if you're 5, 45 or 85, bubble wrap is a universally joyful product. Pop, pop. 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: To accomplish great things, we must not only act, but also dream, not only plan, but also believe. Anatole France Gratitude: Winning a game. Who's the Scrabble master? You are. 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' in the Nav bar!

V tomto vydání Vltavínu budeme v našich toulkách po hranicích pokračovat. Navštívíme tvrz Tichou na samé hranici jižních Čech a Rakouska a poté překročíme hranice Portugalska a Španělska při pouti do Santiaga de Compostela s Dagmar Javoříkovou. Ve druhé polovině Vltavínu si povíme o keltském zlatě na jihu Čech a o Varvažově.

«Det at det er en team sport; det tror jeg er i hvert fall noe data verden kan lære av (software development). / The fact that it's a team sport; that's definitely something the data world can learn from software development.»Software development is ahead of the data world in many ways, but what can we learn from its methods? Audun Fauchald Strand, Director of Platform and Infrastructure at NAV, shares insights from building autonomous teams and balancing freedom with governance.Here are my key learnings:What is a platform?A platform is something you build on top of. Something that eases building applications, because if a common ground layer.A platform reduces the need for competency, since it predefines some choices.The capacity for change is higher when building based on a common platform, then when buying applications. It's important to find a balance in how much you should standardize through a platform and how much room for innovation should be beyond that.A platform can provide an «easy choice» that is the best practice way, but it should also allow for alternative, innovative ways to get jobs done.Software Development and DataSoftware development has been a role model for data work, but they are at different stages of maturity.What is happening now in data platform is something Audun has experiences in Software 10 years ago.Yet, the principles are largely the same.Data is not as mature as software. There is still something to understand when it comes to use of tools and open source, etc.«Verden har blitt god å lage software. /The world has become real good at making software.»There is a certain agreement on what good looks like in software.Software has embraced open source in a much larger degree then data.Data Mesh and the need for scaleData Mesh was a description if the data world from the perspective of a software developer.Change in architecture of operational environments have led to more possibilities to scale and to speed up operational data processing.This changes the need for speedy analytical data environments that have traditionally been built to compensated for the reduced flexibility of operational environments.Scaling up in a Data Mesh fashion, requires more data and analytical competency in teams.TeamsWorking in teams, and having team ownership of products creates a certain sustainability over time.In software, with open source utilization, only teams can take technological decisions. Who else could decide what library to use for what purpose, then the team working hands on?You have to believe in autonomous teams for them to work. If not you will create dependencies that minimize their authority as a team and thereby capabilities to deliver.To create alignment there are some steps to take, from communicating openly, creating a tech radar to ensure alignment between team, to describing deliberate choices, rather then general principles.5 learnings from article on alignment and autonomy:Insource data expertise to ensure ownership, security, and business alignment.Embed data professionals in cross-functional teams to enhance collaboration and generate actionable insights.Balance team autonomy with governance by allowing flexible tool use within standardized data policies.Foster continuous learning through asynchronous knowledge-sharing tools like wikis and Slack.Provide clear direction with self-service data platforms to support scalability, efficiency, and governance.

V tomto vydání Vltavínu budeme v našich toulkách po hranicích pokračovat. Navštívíme tvrz Tichou na samé hranici jižních Čech a Rakouska a poté překročíme hranice Portugalska a Španělska při pouti do Santiaga de Compostela s Dagmar Javoříkovou. Ve druhé polovině Vltavínu si povíme o keltském zlatě na jihu Čech a o Varvažově.Všechny díly podcastu Vltavín můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Confiando en el plan eterno de Dios: Formando familias de fe 2Mensaje 15 de junio de 2025Predicador: 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

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Andrew McHattie, editor of the Investment Trusts Newsletter. This discussion was recorded on Friday 13 June 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:38 - Global shocks 0:03:00 - Coming to terms with the Trump regime 0:05:06 - Investment trusts - commercial property 0:05:31 - PRS REIT (PRSR) 0:09:44 - Empiric (ESP) 0:13:28 - Property in general 0:15:21 - SDCL Energy Efficiency Trust (SEIT) 0:18:43 - Digital 9 Infrastructure (DGI9) 0:22:03 - A short break 0:23:10 - J.P.Morgan Indian Investment Trust (JII) 0:27:59 - Templeton Emerging Markets (TEM) 0:31:25 - Fidelity China Special Situations (FCSS) 0:34:39 - Worldwide Healthcare (WWH) and the healthcare and biotech sector 0:38:17 - Growth capital sector 0:41:59 - Schiehallion Fund (MNTN) 0:44:00 - Close If you enjoy the weekly podcast, you may also find value in joining 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 Pershing Square Holdings (PSH). Future profiles include VietNam Holdings (VNH) and Fidelity Emerging Markets (FEML). 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 money-makers.co/membership-join. 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 280 podcasts since launch. 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: You've got to get up every morning with determination if you're going to go to bed with satisfaction. George Lorimer Gratitude: Lunch time. Taking a break from your desk will help improve your productivity. Consider it your midday contribution to your job. 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.

Československá plavba labská vznikla výnosem parlamentu 13. června 1922. V polovině 80. let byla největší rejdařskou společností v Evropě. Vlastnila 700 lodí a zaměstnávala 4000 lidí. V Příbězích z kalendáře se projedeme na voru, budeme dobývat led a rozvážet ho po pražských pivnicích. Navštívíme pražské Podskalí a seznámíme se s komunitou, která pravý vltavský břeh obydlela už před třemi sty lety. A možná se pak stavíme na jedno orosené v Jedové chýši.Všechny díly podcastu Příběhy z kalendáře můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Vplyv Rímskej ríše siahal ďaleko za jej hranice. Prejavil sa aj na mnohých miestach dnešného Slovenska. Dôkazom sú napríklad aj archeologické nálezy v germánskej usadlosti v Páci, miestnej časti obce Cífer. Navštívte ju spolu s nami. Ďuro Šimko vás zoberie na exkurziu do Archeoparku Cífer - Pác. V tejto epizóde V múzeu. | Archeopark Cífer-Pác. | Náučnú reláciu V múzeu s Ďurom Šimkom pripravuje Slovenský rozhlas, Rádio Slovensko, SRo1. Vysielame každý piatok po 20. hodine.

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Jim Mellon, businessman, investor, and entrepreneur. This discussion was recorded on Monday 09 June 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:49 - The Trump administration and volatility 0:07:36 - Reacting to a potential crisis 0:10:51 - The investment approach 0:16:31 - A short break 0:17:37 - Luck or skill in investment success 0:20:52 - Looking at Germany 0:24:46 - Reinforcing the UK stock market 0:26:36 - Other activities 0:31:01 - Close If you enjoy the weekly podcast, you may also find value in joining 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 Pershing Square Holdings (PSH). Future profiles include VietNam Holdings (VNH) and Fidelity Emerging Markets (FEML). 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 money-makers.co/membership-join. 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 280 podcasts since launch. 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: People rarely succeed unless they have fun in what they are doing. Dale Carnegie Gratitude: A good night's rest. Is there anything more refreshing? Not to mention it has numerous health perks. 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' in the Nav bar!

Fundraising in 2025 isn't business as usual. James Varela, Partner at Rede Partners and Head of MENA, joins us to break down what it really takes to raise capital from LPs—especially in the Middle East. We talk DPI pressure, LP targeting, co-investments, how to build credibility in emerging markets, and the biggest mistake GPs still make when pitching. Whether you're struggling or oversubscribed, this one's for you.[00:00] Intro to James Varela and focus on capital raising in the Middle East.[00:30] James' 15+ years in capital raising across PE, infra, credit, and real estate.[01:26] Fundraising remains tough—macroeconomics and low DPI are key issues.[02:21] LPs cautious; focus shifting to GP quality and DPI visibility.[03:13] GPs turning to NAV lending and creative liquidity tools.[04:05] 66% of LPs now cite DPI as their top investment metric.[04:31] Strong fundraises begin 12 months out—prep is everything.[05:00] Nail your equity story—what sets you apart?[05:26] Focus on LPs where your strategy fits—don't spray and pray.[05:55] Transparency and respect matter more than past returns.[06:26] GPs often fail to systematize and name their edge.[07:25] LPs want proof—not theory—of execution and outcomes.[08:24] Plan 2–3 years out for Middle East fundraising; co-invests are key.[08:55] Content > presence—show up with something to say.[09:52] LPs want honest differentiation, not polished fluff.[10:51] Share what went wrong and what changed—credibility counts.[11:44] Most firms struggle from poor positioning, not poor product.[12:14] Systems reduce risk, especially for global firms.[13:37] Frameworks matter—manage what's out of your control.[14:07] Even top performers can fail at storytelling.[15:02] Reframing the narrative can unlock overlooked value.[16:26] Fundraising is marketing—Rory Sutherland's Alchemy cited.[17:22] Iteration is painful but critical—change takes work.[18:20] LPs care about the future, not just past returns.[19:09] Big firms re-entering mid and small-cap to chase alpha.[19:37] Middle East mistakes: wrong timing, same pitch, poor targeting.[20:34] Use portfolio milestones as conversation openers.[21:04] GCC LPs want both long-term trust and large co-invests.[21:59] Vision and culture alignment matter just as much.[22:29] Targeting is everything—don't chase irrelevant LPs.[22:59] LPs prefer North America, large GPs, proven track records.[23:57] Specialization and sector depth are rising priorities.[24:55] AI and tech are hot in the UAE—substance still matters.[25:54] Growing appetite for GP stakes from Middle East LPs.[26:21] Europe gaining ground as LPs move down-market.[27:14] Top reads: Alchemy, Acquired, Diary of a CEO, Tools of Titans, Atomic Habits.[29:05] Final thoughts: fundraising is either brutal—or it's fine. Nothing in between.Connect with James Varela on LinkedIn. Thanks for tuning in.Subscribe for more episodes on  iTunes & SpotifyGot feedback or questions? Email Alex at alex.rawlings@raw-selection.com. Until next time—keep smashing it!Raw Selection partners with Private Equity firms and their portfolio com

V cestování našel zálibu už během studia na vysoké škole. Postupem času se začal věnovat i průvodcování na cestách a později se stal dokonce profesionálním koučem. Navštívil zhruba 30 zemí, v řadě z nich pobýval i dlouhodobě.

V cestování našel zálibu už během studia na vysoké škole. Postupem času se začal věnovat i průvodcování na cestách a později se stal dokonce profesionálním koučem. Navštívil zhruba 30 zemí, v řadě z nich pobýval i dlouhodobě.Všechny díly podcastu Náš host můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

V cestování našel zálibu už během studia na vysoké škole. Postupem času se začal věnovat i průvodcování na cestách a později se stal dokonce profesionálním koučem. Navštívil zhruba 30 zemí, v řadě z nich pobýval i dlouhodobě.

Jo siltāks laiks, jo žirgtākas ir ērces. Un arī vēsā laikā īpaši mežā ir jābūt uzmanīgiem un zinošiem arī apģērba izvēlē. Ērces sastopamas ne tikai mežos un krūmājos, bet arī garā zālē un izcirtumu brikšņos. Kas jāzina par ērču ieradumiem, lai varētu no tām izvairīties? Raidījumā Kā labāk dzīvot atgādina Slimību profilakses un kontroles centra epidemioloģe Antra Bormane, Latvijas Universitātes Bioloģijas institūta pētniece Ineta Salmane un Dr. biol., Latvijas Universitātes Bioloģijas fakultātes asociētais profesors, kukaiņu pētnieks un sīkbūtņu pasaules pazinējs Voldemārs Spuņģis. Par ērču izplatītām slimībām un to, ka jāuzmanas, runā arvien vairāk, vai tiešām arī ērču ir vairāk nekā pirms dažiem gadu desmitiem, vai cilvēku imunitāte ir vājāka? "Cilvēki vairāk ir piesardzīgāki, vide ir vairāk ķīmiska, cilvēki izvairās no citiem asinsūcējiem - dunduriem, odiem, sīvās mušas un vēl citiem, un mūsu imūnsistēma ir bišķiņ švakāka palikusi," vērtē Voldemārs Spuņģis. "Tagad - kā ods, uzreiz ir pretlīdzeklis, tas zināmā mērā novājina cilvēka imūnsistēmu, jo dzēlējkukaiņi ir tādi, kas liek mūsu imūnsistēmai strādāt, aktivizēties. Tā ir kā dabiskā vakcinācija pret ērcēm; jo vairāk tev odi kož, jo tas ir labāk. Ja ērcei ir tas patogēnkokteilis iekšā, mūsu imūnsistēma var ar to tikt galā lielākoties. Protams, veselīgs dzīvesveids un vitamīni palīdz. Viss atkarīgs no mūsu imunsistēmas." Antra Bormane atgādina, ka arī cilvēkiem, kas ieiet pļavā vai mežā uz īsu brīdi, būtu jānodrošinās, lai ērces nepiesūktos. "Ejot mežā, vienmēr ir jāuzmanās. Nav svarīgi, vai ērču ir vairāk vai mazāk konkrētā gadā, kādu ērci, neuzmanīgi bradājot pa pļavām un laukiem, vienmēr var dabūt. Noteikti vajadzētu nodrošināt apģērba apakšējo daļu tā, lai ērces nevarētu ielīst zem apģērba, lai varētu izejot no pļavas, pārsvarā no garām zāļainām vietām, nopurināt bikses, lai ērces nelīstu pa tām," skaidro Antra Bormane. Ja ērce ir piesūkusies, ja cilvēks prot to noņemt tā, lai viņas iekšējais saturs neiekļūtu brūcē, vēlams to darīt pēc iespējas ātrāk. "Latvijā ir biotopi, kur ir daudz ērču, tās ir mežmalas, lapu koku meži, aizauguši krūmāji un pamestas pļavas. Ir biotopi, kur ērci nevar ar uguni atrast, piemēram, sausi zālāji, kāpas. Mazāk ērču ir priežu mežos, pļautos zālājos," norāda Voldemārs Spuņģis. Šobrīd ideāli laikapstākļi ērču izplatībai – mēreni silts un mitrs. Karstumā un aukstumā ir mazāk. Par ērču izplatītām slimībām un to, ka jāuzmanas, runā arvien vairāk, vairāk, vai tiešām arī ērču ir vairāk nekā pirms dažiem gadu desmitiem? Cilvēki vairāk ir piesardzīgāki, vide ir vairāk ķīmiska, cilvēki izvairās no citiem asinsūcējiem - dunduriem, odiem, sīvās mušas un vēl citiem, un mūsu imūnsistēma ir bišķiņ švakāka palikusi, vērtē Voldemārs Spuņģis. "Tagad - kā ods, uzreiz ir pretlīdzeklis, tas zināmā mērā novājina cilvēka imūnsistēmu, jo dzēlējkukaiņi ir tādi, kas liek mūsu imūnsistēmai strādāt, aktivizēties. Tā ir kā dabiskā vakcinācija pret ērcēm; jo vairāk tev odi kož, jo tas ir labāk. Ja ērcei ir tas patogēnkokteilis iekšā, mūsu imūnsistēma var ar to tikt galā lielākoties. Protams, veselīgs dzīvesveids un vitamīni palīdz. Viss atkarīgs no mūsu imunsistēmas."

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Chris Clothier, co-chief investment officer at CG Asset Management, the management company responsible for Capital Gearing Trust (CGT). This discussion was recorded on Thursday 05 June 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:41 - The Trump 2.0 approach to policy management 0:05:06 - The erosion of trust in US stability 0:08:18 - The 3-3-3 Plan and inflation 0:10:05 - The problem of global debt build-up 0:13:56 - Reducing exposure to the US 0:18:02 - Brief thoughts on gold 0:19:43 - A short break 0:20:49 - Investment trust performance 0:23:19 - The investment trusts sector, discounts, and the reaction to threats 0:25:37 - The competitive threat to investment trusts 0:26:50 - Activism 0:30:46 - The trust's potential for returns 0:36:35 - Close If you enjoy the weekly podcast, you may also find value in joining 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 Schiehallion Fund (MNTN). Future profiles include Pershing Square Holdings (PSH) and VietNam Holding (VNH). 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 money-makers.co/membership-join. 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 280 podcasts since launch. 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: Success does not consist in never making mistakes but in never making the same one a second time. George Bernard Shaw Gratitude: Your favorite place in your house or city. Whether it's a nook in your living room or Bow Bridge in Central Park, it's always there when you need a little comfort and time to reflect. 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.

Nesten 700.000 mennesker står utenfor arbeidslivet i Norge – men hva skjer om vi tar dem med? I studio møter vi NAV-direktør Hans Christian Holte og Tore Christiansen fra SFF group, som rekrutterer 20 % av de ansatte fra alternative rekrutteringskilder. Hva skal til for at flere kommer inn i arbeidslivet og hvordan påvirker det arbeidsmiljøet? Og hvor mye koster det egentlig å drifte et hockeylag?

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Nick Brind, co-portfolio manager of Polar Capital Global Financials Trust (PCFT). This discussion was recorded on Tuesday 03 June 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:52 - Thoughts on the global financials sector 0:03:02 - Interest rates 0:07:37 - The weighting to banking 0:09:23 - Diversified financials and fintech 0:11:53 - Positives from the Trump administration and deregulation 0:16:14 - A short break 0:17:20 - Risks in the global financial system 0:21:25 - The price of the trust's investments 0:24:33 - The proposition to shareholders 0:29:43 - The investment trust structure 0:31:46 - A lack of competitors 0:33:22 - Gearing 0:34:41 - Close If you enjoy the weekly podcast, you may also find value in joining 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 Schiehallion Fund (MNTN). Future profiles include Pershing Square Holdings (PSH) and VietNam Holding (VNH). 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 money-makers.co/membership-join. 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 280 podcasts since launch. 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

I ukens episoden av i loopen diskuterer vi et viktig og komplekst tema: økende antall unge uføre. Sammen med Cathrine Abrahamsen, fastlege og forsker, og Ulf Andersen, Statistikksjef i NAV, tar vi opp årsakene til denne økningen, statistikken bak, og hvilke tiltak som kan bidra til å endre situasjonen

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: The number one reason people fail in life is because they listen to their friends, family, and neighbors. Napoleon Hill Gratitude: Your favorite comfort food. Mac ‘n cheese tastes infinitely better when you're having a bad day, doesn't 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' in the Nav bar!

Odebírej celé VIP díly a k tomu desítky krátkých úderných VIP dílů! na našem Spotify⁠⁠⁠⁠⁠⁠⁠⁠ jen za stovku / měsíc. Odemkneš jich tím rovnou 47!⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/brainweare/subscribe⁠⁠⁠⁠⁠⁠Co je to "Mýtus Štěstí"? Být člověkem znamená možnost prožívat štěstí a aktivně mu chodit naproti. Dnes se podíváme na to, jak štěstí ovlivňují vztahy, děti nebo rozhodovací paralýza. Jak přeceňujeme vliv pozitivních i negativních událostí na náš život nebo jak "změna" může přispět k pocitům štěstí a jak s tím vším souvisí endoskopie. Proč rozdělovat smysl a štěstí? Jak nám slouží psychologická imunita? Jsme šťastnější s věcmi, které nemůžeme vrátit? Jsou různé typy štěstí? A jak jít naproti tomu svému? O tom a mnohem víc se bavíme ve dnešním dílu. Přejeme příjemný poslech. Kup si naší knihu na ⁠⁠LevnyDopamin.cz⁠⁠Partneři epizody:⁠ Prager´s⁠ - ⁠https://eshop.fhprager.cz/⁠Dělají jednu z nejlepších Kombuch. Vyzkoušej tu s matchou, matéčkem, nebo naší oblíbenou bez kofeinu z Rooibosu. Zadej kód BWA20 pro 20% SLEVU na ⁠eshop.fhprager.cz⁠Fondee.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. Zadej kód "BWA" pro slevu 10% na vybrané zboží na eshopu ⁠⁠⁠⁠uplife.cz⁠⁠⁠⁠Kup si jeden z našich online kurzů ⁠⁠⁠Průvodce Mozkem a Myslí⁠⁠⁠, nebo ⁠⁠⁠Mentální Modely⁠⁠⁠ a s kódem BWA je tam sleva 10% navíc! Zadej kód "BWA" pro slevu 10% na vybrané zboží na eshopu ⁠⁠⁠uplife.cz⁠⁠⁠ a ⁠⁠⁠herbal-store.cz⁠⁠⁠⁠⁠⁠ ⁠⁠⁠ Sledujte Brain We Are na sociálních sítích: ⁠⁠⁠Instagram⁠⁠⁠ ( ⁠⁠⁠www.instagram.com/brain_we_are⁠⁠⁠ ) nebo⁠⁠⁠ FacebookMinutáž:05:22 Mýtus Štěstí08:54 Rozvody a vztahy11:19 Biasy a chyby naší mysli14:11 Budu štěstný/á až…18:07 Psychologická imunita21:11 Děti vs. štěstí24:17 Štěstí vs. Smysluplnost26:53 Stačí být sám sebou?31:47 Endoskopie39:38 Viktor Frankl a smysluplnost41:35 Pilíře smyslu49:30 Naučená bezmocnost55:40 Region Beta paradox01:10:47 Citáty o štěstí na závěr

Az e-cigi ipar történetének eddigi legdurvább hazai botrányába csöppentünk: letartóztatták egy bűnszervezet tagjait, akik költségvetési csalással gyanúsíthatók. A gőz mögött most nem aroma, hanem milliárdok lebegnek – és már a bíróság is beleszívott az ügybe. Show notes Letartóztatások kibeszélő

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: People rarely succeed unless they have fun in what they are doing. Dale Carnegie Gratitude: A good night's rest. Is there anything more refreshing? Not to mention it has numerous health perks. 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' in the Nav bar!

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG). This discussion was recorded on Wednesday 28 May 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:44 - Stepping back from the trust 0:01:40 - Impacts of the Trump administration 0:10:20 - The performance of small cap trusts 0:15:05 - The style factor 0:24:15 - A short break 0:25:20 - Thoughts on Saba Capital 0:30:40 - Private equity 0:34:53 - Finding new sources of income 0:38:31 - Changes to the growth portfolio 0:43:40 - Close If you enjoy the weekly podcast, you may also find value in joining 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. There is no new fund profile this week but last week's profile was of Tritax Big Box REIT (BBOX). Future profiles include The Schiehallion Fund (MNTN) and Pershing Square Holdings (PSH). 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 money-makers.co/membership-join. 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 280 podcasts since launch. 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

Interview with Kyle Floyd, CEO, VOX Royalty Our previous interview: https://www.cruxinvestor.com/posts/vox-royalty-tsxvoxr-strong-growth-potential-with-near-term-revenue-focus-5599Recording date: 27 May 2025VOX Royalty Corp has established itself as a distinctive player in the mining royalty sector by prioritizing fundamental value over commodity-specific strategies. CEO Kyle Floyd outlined the company's transformation from a single producing asset five years ago to a diversified portfolio of eight producing assets across nine ore bodies, while maintaining industry-leading return on invested capital.The company's acquisition strategy targets assets 2-5 years from production, allowing VOX to secure favorable pricing while taking calculated development risks. Floyd emphasizes that unlike competitors who "buy assets at one-times NAV and hope to benefit from optionality," VOX requires "value on the front end in terms of what we're buying and the ultimate net asset value attached to that asset as it stands today."Recent acquisitions exemplify this approach across different timelines. The Red Hill gold royalty, acquired in September 2023, represents a longer-term opportunity expected to generate "$15 million plus per annum" once Northern Star completes its $1.5 billion mill expansion within 18-24 months. Conversely, the producing Kanmantoo copper royalty acquired for $12 million offers immediate cash flow with significant expansion potential through a planned 60,000-meter drill program.VOX demonstrated strong financial performance in 2024, achieving record positive free cash flow and increasing 2025 revenue guidance from $12-14 million to $13-15 million. The company maintains a healthy balance sheet with $9 million cash against $11.7 million debt, utilizing 6.8% cost debt financing to fund accretive acquisitions.Geographic concentration in Western Australia reflects VOX's risk management philosophy, with Floyd calling it "the best mining jurisdiction you can possibly have exposure to as a royalty company." Current gold prices exceeding $5,000 per ounce in Australian dollars create favorable tailwinds for the portfolio.As Floyd noted regarding the company's enhanced capabilities: "If it rains gold, don't put out the thimble, put out the bucket. I think we're in a position now where the bucket's ready."Learn more: https://www.cruxinvestor.com/companies/vox-royaltySign up for Crux Investor: https://cruxinvestor.com

Administrativa Donalda Trumpa pokračuje v úsilí podkopat finanční stabilitu Harvardovy univerzity. Vládní agentury mají přehodnotit a případně ukončit zbývající kontrakty a už dříve vláda zablokovala federální granty ve výši 3 miliard dolarů. Navíc má univerzita zákaz nabírat zahraniční studenty. „Jde o precedens. Vybrali si tu nejstarší a nejsilnější univerzitu. Pokud se podaří ochromit její autonomii, ty ostatní se velmi rychle přizpůsobí,“ míní politolog Michael Kraus.Všechny díly podcastu Interview Plus můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Jonathan Brachle, co-portfolio manager at J.P.Morgan US Smaller Companies Trust (JUSC). This discussion was recorded on Tuesday 27 May 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:56 - The US markets and the Trump effect 0:02:54 - Managing the volatile environment 0:05:30 - Arguments for investing in the trust 0:10:55 - Currency 0:11:56 - Gearing 0:13:26 - A short break 0:14:32 - The continuation vote and viability of the trust 0:16:08 - Exciting holdings and disappointing holdings 0:20:17 - AI 0:23:04 - The argument for continuation 0:25:40 - Close If you enjoy the weekly podcast, you may also find value in joining 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. There is no new fund profile this week but last week's profile was of Tritax Big Box REIT (BBOX). Future profiles include The Schiehallion Fund (MNTN) and Pershing Square Holdings (PSH). 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 money-makers.co/membership-join. 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 280 podcasts since launch. 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

Atlanta-based producer and songwriter, Turbo (aka Chandler A. Great), has been behind hits from Travis Scott, Gunna, Lil Baby, Nav, and Young Thug. His signature productions are easily recognized, and he has an innate ability to distill songs and their presentations down to their essence and a feeling. Geoff Stanfield caught up with Turbo from his home in Atlanta to discuss his early days, production process, genre-bending collaborations, and how he strives to always be evolving. Enjoy!

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Success does not consist in never making mistakes but in never making the same one a second time. George Bernard Shaw Gratitude: Your favorite place in your house or city. Whether it's a nook in your living room or Bow Bridge in Central Park, it's always there when you need a little comfort and time to reflect. 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.

Become a Dynamics 365 Business Central superhero https://www.learndynamics.com/  In this episode, I share the latest tools from New View Strategies built to boost your business system utilization. I also explain our new pricing options for Learn Dynamics On-Demand courses—including extended one-year access for just $200 more and lifetime access to the Functional Finance Library for $2,500.  You'll hear about our monthly strategy guides, using Business Central for smarter budgeting, and streamlining payments with EFT and ACH.  If you're ready to push your system further, tune in now to learn how you can work smarter with tools designed for Business Central and NAV users.

Gm! This week we're joined by Tyler Evans & Josh Solesbury to discuss the Bitcoin treasury playbook. We deep dive into Michael's Saylor's Bitcoin strategy, NAV/premium, how to structure a treasury company, is this a BTC only strategy or do other assets work as well & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Tyler: https://x.com/tylev Follow Josh: https://x.com/joshsolesbury Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv -- ZKsync is the pioneering zero-knowledge technology powering the next generation of builders with limitless scale. Secured by math and designed for native interoperability, ZKsync enables an elastic, ever-expanding network of customizable chains. Deeply rooted in its mission to advance personal freedom for all, the ZKsync technology makes digital self-ownership universally available. To learn more about ZKsync, visit http://www.zksync.io -- Marinade Labs develops staking technologies that strengthen Solana. In 2021, our protocol was the first to bring liquid staking to the network; today, our sophisticated, high-performance staking delegation platform brings billions in liquidity and security to the SOL market. We have solutions for both DeFi and TradFi, including liquid and native staking, as well as direct enterprise integrations. Our best-in-market features include user downside protection (through protected staking rewards) and optimized delegation (via our automated auction marketplace). Cryptoasset investors worldwide, from individual traders to global institutions, use Marinade to earn rewards on their SOL treasuries and holdings. We are headquartered in New York, with offices in the European Union, including Prague. To learn more about Marinade, visit marinade.finance. -- Crypto never sleeps. So we built an Al analyst that never blinks. Meet Focal by FalconX: a GenAI insights engine built for institutional crypto. Already used by 80+ funds managing $10B+ in AUM.

Avizované zvýšení cen jízdného ve Středočeském kraji s platností od ledna příštího roku se blíží realitě. Po schválení krajskou radou mají o tom na začátku června jednat zastupitelé. Krok je podle vedení kraje logický: náklady na dopravu prudce rostou a tržby z prodeje jízdenek pokrývají stále menší část nákladů. Navýšení cen navíc nemá být na dlouho posledním

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: The number one reason people fail in life is because they listen to their friends, family, and neighbors. Napoleon Hill Gratitude: Your favorite comfort food. Mac ‘n cheese tastes infinitely better when you're having a bad day, doesn't 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' in the Nav bar!

What if everything you thought you knew about crime and punishment was shaped by those who profit from it? Join us for a discussion with civil rights attorney and author Alec Karakatsanis as he examines “copaganda”—the deliberate manipulation of public perception by police, prosecutors, and the media. Despite historically low crime rates, the United States imprisons far more people than it did just decades ago, driven by a sprawling and profitable punishment industry. Karakatsanis will explore how media narratives fuel fear, distort public policy, and divert attention from systemic harms, challenging us to reconsider who truly benefits from these widespread misrepresentations. Recognized by Teen Vogue as “one of the most prominent voices” on the criminal legal system and a featured guest on shows like The Daily Show with Trevor Noah and The Breakfast Club, Karakatsanis brings his legal expertise, trenchant political analysis, and humorous personal storytelling to delve into one of the most critical topics in our society today. After beginning his career representing people accused of crimes who could not afford an attorney, Alec Karakatsanis founded the Civil Rights Corps, an organization that challenges systemic injustices in the U.S. legal system. In the last decade, the organization's work has freed hundreds of thousands of people from illegal confinement in jail cells, reunited hundreds of thousands of families, returned tens of millions of dollars to marginalized communities, and advanced inspiring alternatives to punishment as a means of preventing and addressing social harm. He was named the 2016 Trial Lawyer of the Year by Public Justice for designing and litigating landmark constitutional challenges to cash bail and modern debtors' prison practices across the United States. The author of Usual Cruelty: The Complicity of Lawyers in the Criminal Injustice System and Copaganda (both from The New Press), he lives in Washington, DC, with a community of wonderful friends, family, weird paintings, a garden, and his rock collection. Erin Papworth, MPH, is a serial entrepreneur, executive, and ex-fintech founder, with a robust background in healthcare, finance, and technology. After leading multi-million dollar health programs in West and Central Africa, Erin co-founded Nav.it, a U.S.-based AI-driven financial wellness app. Nav.it was acquired by The Fintex Group (TFG) in Q1 2025. She is now the CEO of luupo, Inc, a subsidiary of TFG, bringing the mission of more inclusive consumer banking to TFG's global banking and payments network. Erin is an avid traveler, startup advisor, and maintains connections to research institutes, primarily documenting the outcomes of investing in diverse entrepreneurs and social enterprise. Buy the Book Copaganda: How Police and the Media Manipulate Our News Elliott Bay Book Company

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Craig Baker, lead manager of Alliance Witan. This discussion was recorded on Monday 19 May 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:52 - Navigating the tricky waters of the Trump administration 0:05:21 - Has the tariff threat been overstated? 0:08:21 - A concentrated market and the dominance of Big Tech 0:15:17 - AI in the portfolio and as an investment theme 0:19:59 - A short break 0:21:04 - Comparing the portfolio today versus a year ago 0:26:01 - Gearing, the discount, and the dividend 0:30:51 - The impact of the Alliance-Witan merger 0:33:16 - The trust as a consolidator 0:34:24 - Communicating with retail investors 0:36:48 - The potential move away from the US 0:37:59 - Close If you enjoy the weekly podcast, you may also find value in joining 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 Tritax Big Box REIT (BBOX). Future profiles include The Schiehallion Fund (MNTN) and Pershing Square Holdings (PSH). 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 money-makers.co/membership-join. 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 270 podcasts since launch. 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 cenzúratörvény végrehajtásában a bankoknak és NAV-nak is kiemelt szerepe lesz. Áll-e bármilyen technikai akadály a listázott szervezetek számláinak megfigyelése előtt? Mi köze van a pénzmosás elleni fellépésnek a cenzúratörvényhez? Mivel jár, ha egy szervezet vezetője kiemelt közszereplője? A kérdésekre Berkes Beatrix tőkepiaci jogász válaszolt május 20-i élő adásunkban.–FOLYTASD KÖZÖS TÖRTÉNETÜNKET!A Partizán függetlenségét és fennmaradását mindig is a közösség biztosította – ezt összefogást akarja ellehetetleníteni a kormány a cenzúratörvénnyel. Június elejéig maradt időnk összegyűjteni teljes 2026-os költségvetésünket, csatlakozz te is a Partizán támogató közösségéhez.jovore.partizan.hu–Iratkozz fel!Értesülj elsőként eseményeinkről, akcióinkról, maradjunk kapcsolatban:https://csapat.partizanmedia.hu/forms/maradjunk-kapcsolatbanLegyél rendszeres támogatónk!Szállj be a finanszírozásunkba közvetlen támogatásal:https://cause.lundadonate.org/partizan/supportLegyél önkéntes!Csatlakozz a Partizán önkéntes csapatához:https://csapat.partizanmedia.hu/forms/csatlakozz-te-is-a-partizan-onkenteseihezTematikus hírleveleink—Szerdánként külpolitika: Heti Feledy hírlevélhttps://csapat.partizanmedia.hu/forms/partizan-heti-feledyPéntek Reggel, a Partizán hírháttér podcastjának levele:https://pentekreggel.huSzombaton Vétó hírlevél:https://csapat.partizanmedia.hu/forms/iratkozz-fel-a-veto-hirlevelereYouTube: https://www.youtube.com/@PartizanmediaFacebook: https://facebook.com/partizanpolitika/ Facebook Társalgó csoport: https://www.facebook.com/groups/partizantarsalgo Instagram: https://www.instagram.com/partizanpolitika/TikTok: https://www.tiktok.com/@partizan_mediaPartizán saját gyártású podcastok: https://rss.com/podcasts/partizanpodcast/További támogatási lehetőségekről bővebben:https://www.partizanmedia.hu/tamogatas

Lonwabo Maqubela of Perpetua Investment Managers weighs in on Naspers and Prosus — are they still effective vehicles for Chinese exposure, with potential upside from a narrowing NAV discount? Justiné Brophy, CEO of AnBro Capital Investments, introduces their new Titans ETN on the JSE — a focused portfolio of 11 top US stocks. Andrew Amoils from New World Wealth discusses findings from their 2025 USA Wealth Report, highlighting a 78% rise in US millionaires over the past decade.

Trampam esot bijusi brīnišķīga divu stundu gara telefonsaruna ar Vladimiru Putinu - Krievijai priekšā ir varena perspektīva pelnīt lielu naudu tirdzniecībā ar ASV, tikai jāizbeidz tas karš. Un Putins tam esot gatavs. Tā pēc sarunas savā sociālajā medijā rakstīja Tramps. Tikmēr nekas gan neliecina, ka karadarbība patiešām tuvākajā laikā varētu tikt pārtraukta. Cits karš Tuvajos Austrumos gan uzņem apgriezienus - Izraēlas premjerministrs Benjamins Netanjahu paziņojis, ka turpmāk Gazas sektoru pilnībā kontrolēšot Izraēla. Tas esot šī kara lielais mērķis. Tiesa, ko tas nozīmēs realitātē? Vēl novērtēsim Rumānijas prezidenta vēlēšanu rezultātus - tur spraigā cīņā uzvarējis proeiropeiski noskaņotais līdzšinējais Bukarestes mērs, kurš solījis turpmāk atbalstīt Ukrainu tās cīņā pret agresoru. Krievijai neizdevās panākt Rumānijas politiskā kursa maiņu. Aktualitātes analizē Rīgas Stradiņa universitātes docētājs, Austrumeiropas politikas centra direktors Māris Cepurītis un portāla "LSM.lv" ārzemju ziņu redaktors Ģirts Kasparāns. Dāvana pa telefonu Krievijas un Ukrainas delegāciju tikšanās 16. maijā Stambulā ilga apmēram divas stundas. Iespēja, ka Krievijas vadonis Putins varētu pieņemt prezidenta Zelenska aicinājumu tikties augstākajā līmenī, izplēnēja līdz ar trešdienas vakaru, kad Maskava paziņoja, ka tās delegāciju vadīs Vladimirs Medinskis – tas pats, kurš 2022. gada sarunās; Putina padomnieks, bijušais kultūras ministrs un profesionāls vēstures revidētājs krievu impēriskā šovinisma garā. Viņa sūtīšana uz tikšanos pati par sevi Kijivā tika iztulkota kā zīme, ka Kremlis nav gatavs nopietnām miera sarunām. Tas arī pierādījās – Ukrainas pusei, kuru sarunās vadīja aizsardzības ministrs Rustams Umerovs, tika izteiktas nepieņemamās prasības par četru apgabalu pilnīgu nodošanu Krievijai un vienpusēju atbruņošanos. Vienīgais, par ko izdevās vienoties, ir karagūstekņu apmaiņa pa tūkstotim no katras puses. Pēc sarunām Krievijas delegācijas vadītājs paziņoja, ka viņa valsts esot gatava karot desmitiem gadu. Tādējādi Krievijai izdevās uz laiku aizvirzīt otrajā plānā jautājumu par nekavējošu uguns pārtraukšanu, uz ko uzstāj Ukrainas sabiedrotie Eiropā un arīdzan Savienoto Valstu prezidents Tramps. 15. maijā, pārlidojuma laikā uz Apvienotajiem Arābu Emirātiem Baltā nama saimnieks izteicās, ka acīmredzami nekas nemainīšoties, kamēr viņš un Putins nebūšot „sanākuši kopā”. Grūti spriest, vai par šādu „kopā sanākšanu” uzskatāma pirmdien, 19.maijā, notikusī abu varasvīru divu stundu ilgā telefonsaruna. Tramps savā soctīklu ierakstā to pasteidzās pasludināt par „izcilu”, savukārt Putins, runājot ar reportieriem, kā „jēgpilnu un atklātu”. Krievijas mediji dēvē pirmdienas telefonsarunu par savas valsts diplomātisku uzvaru. Nav īsti skaidrs, kas liek amerikāņu līderim optimistiski paust, ka Ukraina un Krievija tūdaļ sākšot miera sarunas. Pie tam viņa paustajā pēdējās dienās vairakkārt izskanējis motīvs, ka Savienotās Valstis varētu no Krievijas un Ukrainas sarunu procesa distancēties. Nav skaidrs, kas tādā gadījumā notiks ar amerikāņu militāro un izlūkinformācijas atbalstu Ukrainai. Vēl Baltā nama saimnieks savos izteikums zīmē nekonkrēti rožainas komerciālas sadarbības perspektīvas ar abām karojošajām pusēm, kad tās būs noslēgušas mieru, bet neko nesaka par iespējamām sankcijām pret Krieviju par miera procesa sabotēšanu. Acīmredzami apzinoties visus domājamos riskus, Ukrainas prezidents Zelenskis aicinājis Ameriku nepamest sarunu procesu. Pārpārēm ložu, drusku maizes Svētdien, 18. maijā, Izraēla apstiprināja, ka ir uzsākusi plašu sauszemes operāciju ar nolūku pārņemt savā kontrolē lielāku daļu Gazas joslas. Jau kopš pagājušās nedēļas nogales Izraēlas Aizsardzības spēki pakļauj joslas teritoriju daudz intensīvākiem gaisa triecieniem, kas, saskaņā ar Gazas pārvaldes iestāžu vēstīto, esot prasījuši jau apmēram pāris simtus dzīvību. Pirmdien premjerministrs Netenjahu izteicās, ka izraēliešu spēki varētu īstenot pilnīgu visas teritorijas okupāciju. Tiek ziņots, ka Gazas sektors varētu tikt sadalīts vairākās kontroles zonās un iedzīvotāji piespiesti koncentrēties samērā nelielās teritorijās, visdrīzāk, sektora dienvidu daļā. Tāpat pirmdien Izraēla izsludināja evakuācijas norādījumu sektora dienviddaļas pilsētas Hānjūnisas iedzīvotājiem, brīdinot par bezprecedenta mēroga uzbrukumu pilsētai. Izraēlas uzsāktā karadarbības eskalācija izraisījusi asu reakciju no vairāku rietumvalstu puses. Vakar ar kopīgu paziņojumu šai sakarā nākušas klajā Lielbritānija, Francija un Kanāda, nodēvējot Izraēlas darbības par neproporcionālām. Londona jau paziņojusi, ka pārtrauc sarunas ar Izraēlu par brīvās tirdzniecības līguma noslēgšanu. Savukārt Eiropas Savienība, kā norādījis Francijas ārlietu ministrs Žans Noels Barro, varētu iesaldēt savienības asociācijas līgumu ar Izraēlu, kas to nostādītu statusā, kādā šobrīd ir tādas valstis kā Sīrija, Libērija vai Zimbabve. Militāro darbību eskalācija notiek uz akūta pārtikas un medikamentu trūkuma fona, kuru izraisījusi kopš marta sākuma īstenotā Gazas joslas blokāde. Starptautiskā prese citē „Hamās” kontrolētās Gazas Veselības ministrijas ziņoto, ka pārtikas trūkums jau bijis par iemeslu 57 bērnu nāvei. Savukārt ANO ģenerālsekretāra vietnieks humānās palīdzības jautājumos Toms Flečers intervijā raidsabiedrībai BBC paziņojis, ka četrpadsmit tūkstošiem mazuļu bada nāve draudot jau pāris dienu laikā. Svētdien premjerministrs Netanjahu paziņoja, ka, piekāpjoties Savienoto Valstu un citu Izraēlas partneru spiedienam, tiks atļauta zināma pārtikas daudzuma ievešana Gazas joslā, lai nepieļautu badu. Nepilnas simts kravas mašīnas ar pārtiku, medikamentiem un medicīnas precēm esot ielaistas pāri robežai, bet, saskaņā ar raidsabiedrības BBC ziņoto, vakar, 20. maija, dienas beigās pārtikas izdalīšana iedzīvotājiem vēl nebija uzsākta. Eiropa atviegloti nopūšas Eiropa var atviegloti nopūsties – respektīvi, tā Eiropas daļa, kas savu nākotni redz līdzšinējās valstu kopības un tās apliecināto vērtību tālākā pastāvēšanā. Rumānijas prezidenta vēlēšanu otrajā kārtā, kas notika 18. maijā, uzvaru ar nepilniem 54% balsu guvis 55 gadus vecais matemātiķis un līdzšinējais Bukarestes mērs Nikušors Daniels Dans. Par neatkarīgo kandidātu balsojuši visvairāk galvaspilsētā, kur viņš iemantojis popularitāti kā tās vadītājs, arī citās lielākajās pilsētās un ungāru minoritātes apdzīvotajos rajonos. Daudziem viņa ievēlēšana ir patīkams pārsteigums, ciktāl pēc vēlēšanu pirmās kārtas šķita, ka labākas izredzes ir ultranacionālistam, radikālajam konservatoram un trampisma adeptam, partijas Alianse rumāņu vienotībai līderim Džordžem Simionam. Salīdzinot ar pirmo kārtu, vēlētāju aktivitāte svētdien bija augusi par apmēram 11,5 procentiem, un acīmredzami šie aktivizējušies pilsoņi arī nesuši uzvaru Danam. Viņa kampaņas stūrakmeņi bija skaidrs atbalsts Rumānijas līdzšinējai pozīcijai Eiropas Savienībā un NATO, cīņa pret korupciju un arī turpmākais atbalsts Ukrainai. Kā atzīmē komentētāji, rumāņu sabiedrības lielākajai daļai tomēr nav bijis pieņemams visai atklāti prokremlisks valsts galva. Rumānijas prezidenta varas funkcijas nav sevišķi plašas iekšpolitiski, bet nozīmīgas ārpolitika, drošības politikā un tiesu varas amatpersonu iecelšanā. Jādomā, ka Ungārijas premjers Orbans un Slovākijas premjers Fico ar lielām cerībām raudzījās uz Simionu kā savu nākamo sabiedroto Eiropas politikas arēnā. Līdzšinējie labējo radikāļu panākumi Rumānijas prezidenta vēlēšanu procesā skaidrojami pamatā ar vēlētāju nepatiku pret līdzšinējo valdošo Sociāldemokrātiskās un Nacionāli liberālās partijas koalīciju. Jaunievēlētais prezidents pagātnē bijis liberālās un šobrīd opozīcijā esošās Rumānijas glābšanas savienības biedrs, taču izstājies no tās 2017. gadā un kopš tā laika formāli ir bezpartejisks. Kā zināms, pēc valdošajai koalīcijai negatīvajiem pirmās prezidenta vēlēšanu kārtas demisionēja premjerministrs Marčels Čolaku, līdzšinējam kabinetam turpinot darbu pagaidu valdības statusā. Tādējādi jaunas valdības izveide ir prezidenta Dana pirmais darba uzdevums. Sagatavoja Eduards Liniņš.      

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Don't let the fear of losing be greater than the excitement of winning. Robert Kiyosaki Gratitude: Ben Miami FL Realizing that life is all about choices and is way too short to be working for someone else, to do things I don't enjoy doing, to be around people I don't want to be around. I'm grateful to know that the power to change all that, is and always has been within 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 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.

Gm! This week we're joined by Dan Kang to discuss DeFi Dev Corp & it's Solana playbook. We deep dive into the Solana treasury company strategy, why do treasury companies trade at a premium to NAV, the volatility flywheel, Dan's long term Solana thesis & more. Enjoy! -- Follow Dan: https://x.com/CryptoIRGuy Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock's decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana. -- (00:00) Introduction (02:37) The Solana Treasury Company Playbook (05:18) Why Do Crypto Treasury Companies Trade At A Premium To NAV? (10:43) Zenrock Ad (11:33) The Volatility Flywheel (18:56) Increasing SOL Per Share (25:07) Why Narrative Matters? (29:04) Why DeFi Dev Corp Is Focused On Solana (38:26) Zenrock Ad (39:16) The Long Term Solana Thesis (42:32) Meme Coins (48:39) Acquiring Solana Validators (51:33) Why Are Treasury Companies Different Than ETFs? (57:31) How Does This Strategy Scale? -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Trident Room Podcast lead host U.S. Navy Cmdr. Alanna Youngblood interviews Cmdr. Matthew Morris and Lt. Cortni Thrasher about their unique experiences while working to complete their theses. Cmdr. Morris first discusses how he, along with his thesis partners, designed experimentation to test previous theories of how to transmit the most important information to units in a denied environment. Lt. Thrasher then speaks about her thesis, which is in direct coordination with U.S. Pacific Fleet objectives and a topic from the Nimitz Research Group, studying how the incorporation of amphibious aircraft can benefit military operations in the Pacific. Cmdr. Matthew Morris graduated from Dickinson College in 2008 with a BA in German and commissioned through OCS as a SWO in 2009, transferring to Information Professional in 2014. He earned an MS in Network Operations at NPS and is an IW WTI in Command and Control/Cyber Operations. His tours include COMM-O onboard USS LASSEN, OPS and NAV for PCC Hotel, ISO and Staff NAV for COMDESRON 9, Flag COMM-O for CSG-9. He is currently serving as the CSO onboard USS GEORGE WASHINGTON. Lt. Cortni Thrasher is an Aerospace Maintenance Duty Officer in the U.S. Navy. She was previously enlisted as an aviation electronics technician after graduation in 2012 with a BS. She worked on Prowlers and Growlers with a deployment on USS STENNIS before transitioning to the AMDO community in 2019 and commissioning through OCS. She then served as a part of VFA 94 in Lamoore, CA as their maintenance material control officer. While there she deployed on the USS NIMITZ for a COVID deployment in 2020 and is now a graduate of the Naval Postgraduate School.

The financial landscape has dramatically shifted, leaving income-focused investors struggling to find reliable yield. Traditional bonds no longer serve as the dependable ballast they once were, forcing advisors and retirees to explore alternative paths to consistent income.Howard Chan, formerly of PIMCO and Goldman Sachs, shares how his firm Kurv Investments is addressing this challenge through volatility harvesting strategies that transform growth-oriented technology stocks into income-generating powerhouses. This approach solves a fundamental dilemma: no longer must investors choose between growth potential and current income – they can potentially have both.What makes these strategies particularly valuable today is the breakdown of traditional asset correlations. The negative relationship between stocks and bonds that underpinned the classic 60/40 portfolio has weakened significantly, with both assets sometimes declining simultaneously during market stress. Volatility itself has emerged as an effective portfolio diversifier with a -0.8 correlation to equity markets this year.Through covered call writing on high-volatility tech names, these strategies can generate substantial yields (7-14% annually) while maintaining some upside participation. The approach follows a four-step framework for navigating market turbulence: mitigating downside during corrections, generating income while awaiting clarity, repositioning for rebounds, and then capturing upside during risk-on periods.Particularly enlightening is Howard's warning about NAV erosion in high-yield ETFs – when funds promise distributions above what markets can sustainably deliver, they must return principal to maintain their stated yield, creating a slow death spiral for investor capital. This critical concept is often overlooked by yield-hungry retail investors.For those approaching or in retirement who rely on portfolio income rather than total return, these alternative income streams may provide the consistency and tax efficiency that traditional fixed income currently lacks. As Howard notes, with US debt growing at 7% while GDP grows at just 2-3%, challenging fiscal choices lie ahead – making thoughtful income strategies more essential than ever.With ChatDOC, instantly analyze professional documents using AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

„Spojené státy se zapojily do vojenských operací na Ukrajině daleko víc, než se dosud předpokládalo.“ Touto větou shrnul americký deník New York Times rozsáhlou investigaci o charakteru spolupráce ukrajinské a americké armády a zpravodajských služeb po ruské invazi v roce 2022. V bonusu podcastu Na Východ! přidávají Josef Pazderka a Ondřej Soukup odkazy na články a další materiály k tomuto tématu i tipy na knihy o tom, jak vypadá situace na ukrajinských bojištích.

In this episode, we're bringing you a curated selection of conversations from the KubeCon EU 2025 showfloor. We'll be diving into the rise of platform engineering, exploring some cutting-edge technologies, getting updates on core Kubernetes components, and hearing some truly unique user stories, like using Kubernetes on a dairy farm! Do you have something cool to share? Some questions? Let us know: - web: kubernetespodcast.com - mail: kubernetespodcast@google.com - twitter: @kubernetespod - bluesky: @kubernetespodcast.com   News of the week CNCF Blog - Announcing the Automated Governance Maturity Model Kubernetes Blog CNCF Blog - Understanding Kubernetes Gateway API: A Modern Approach to Traffic Management Open Observability Summit Links from the interview NAIS at NAV, with Hans Kristian Flaatten and Audun Fauchald Strand Audun Fauchald Strand Hans Kristian Flaatten NAV (Norwegian Labor and Welfare Administration) Kubernetes Podcast 216: NAIS, with Johnny Horvi and Frode Sundby NAIS KubeCon EU 2025 Keynote: Adventures of Building a Platform as a Service for the Government - Hans Kristian Flaatten, Lead Platform Engineer, NAV & Audun Fauchald Strand, Principal Software Engineer, NAV GKE release notes   Platform Engineering, with Max Körbächer and Andreas (Andi) Grabner Max Körbächer Andreas (Andi) Grabner Book: “Platform Engineering for Architects: Crafting modern platforms as a product” by Max Körbächer, Andreas Grabner, and Hilliary Lipsig Cloud Native Summit Munich   Kubernetes at LinkedIn, with Ahmet Alp Balkan and Ronak Nathani Ahmet Alp Balkan Ronak Nathani Kubernetes Podcast 249: Kubernetes at LinkedIn, with Ahmet Alp Balkan and Ronak Nathani Ahmet's Blog Introducing Multi-Cluster Orchestrator: Scale your Kubernetes workloads across regions   LLMs on Kubernetes, with Mofi and Abdel KubeCon EU 2025 talk: Yes You Can Run LLMs on Kubernetes - Abdel Sghiouar & Mofi Rahman, Google Cloud About the Gateway API Gateway API Inference Extension Deploy GKE Inference Gateway   SIG etcd with Ivan Valdes Ivan Valdes etcd.io SIG etcd on GitHub   Open Source Kubernetes, with Jago Macleod Jago Macleod Google Open Source: Kubernetes Schedmd Slurm Ray Run:ai from Nvidia Medium blog: “Deploy Slurm on GKE” by Abdel Sghiouar AI-Hypercomputer, xpk XPK (Accelerated Processing Kit, pronounced x-p-k) is a command line interface that simplifies cluster creation and workload execution on Google Kubernetes Engine (GKE). XPK generates preconfigured, training-optimized clusters and allows easy workload scheduling without any Kubernetes expertise. Cursor AI Editor   Dairy Farm Automation & Banking with Kubernetes, with Clément Nussbaumer Clément Nussbaumer Talos Linux Cluster-api Cluster API is a Kubernetes subproject focused on providing declarative APIs and tooling to simplify provisioning, upgrading, and operating multiple Kubernetes clusters. KubeCon EU 2025 Talk: “Day-2'000 - Migration From Kubeadm+Ansible To ClusterAPI+Talos: A Swiss Bank's Journey” - Clément Nussbaumer, PostFinance Kubeadm Kubeadm is a tool built to provide kubeadm init and kubeadm join as best-practice "fast paths" for creating Kubernetes clusters.   Being a First-Time KubeCon Attendee, with Nick Taylor Kubernetes The Hard Way K3s - “The certified Kubernetes distribution built for IoT & Edge computing” Kubernetes Ingress Controllers Kubernetes Up and Running Kubernetes Docs KubeCon EU 2025 Sponsored Keynote: The Science of Winning: Oracle Red Bull Racing's Formula with Open Source, Kubernetes and AI - Sudha Raghavan, SVP of OCI Developer Platform, Oracle

Andy Edstrom unpacks whether Bitcoin is truly the last asymmetric bet for companies, diving into MicroStrategy's model, capital structure risks, and Bitcoin's rising institutional role. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:40 - Why Michael Saylor calls Bitcoin a lifeline for “zombie companies” 05:20 - How Bitcoin's returns compare to traditional assets over the last decade 07:10 - The strategic and accounting evolution enabling Bitcoin treasury allocations 12:00 - MicroStrategy's premium-to-NAV strategy and its replicability 15:40 - Risks and rewards of BTC-backed leverage and convertible notes 18:05 - The logic behind “torque” metrics in Bitcoin-financed capital structures 21:10 - If preferred shares like STRK and STRF are innovative or dangerous 23:05 - Wall Street's changing views on Bitcoin-leveraged equity plays 27:20 - Legal and governance hurdles in corporate Bitcoin adoption 29:10 - What a BTC-heavy balance sheet should do during a major drawdown Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Andy's X Account. Microstrategy Shareholders' Meeting: Q1 2025 Earnings Call. Michael Saylor's speech at Strategy World: Bitcoin for Corporations 2025 Keynote Speech. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠TIP Mastermind Community⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠X (Twitter)⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠TikTok⁠⁠⁠. Check out our ⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠here⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠TIP Finance Tool⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠favorite Apps and Services⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠best business podcasts⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠: SimpleMining Hardblock AnchorWatch Fundrise DeleteMe CFI Education Vanta The Bitcoin Way Onramp Indeed Shopify HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://premium.theinvestorspodcast.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Interview with Paul Andre Huet, CEO, and Oliver Turner, Corporate Development of Americas Gold & SilverOur previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-eric-sprotts-silver-camp-reboot-6965Recording date: 12th May 2025Americas Gold & Silver (TSX:USA) is experiencing a dramatic transformation under new leadership, positioning itself as a premier turnaround opportunity in an increasingly consolidated silver sector. Since December 2024, CEO Paul Huet and his management team have implemented strategic reforms that have already attracted significant institutional interest.The company's institutional ownership has surged from just 8% to 58% in under six months, reflecting growing investor confidence in the new direction. This dramatic shift coincides with the company's recent addition to the SIL index, providing automatic exposure to major funds like BlackRock and T. Rowe Price, with GDXJ inclusion targeted for September 2025.At the heart of this revival is the historic Galena Complex in Idaho, which once produced 5 million ounces of silver annually but has averaged only 1.3 million ounces over the past decade. Management is implementing modern mining methods, including reintroducing long hole stoping for the first time in ten years, aimed at restoring production to previous peak levels.Recent drilling results have reinforced this optimism, with a newly discovered "34 Vein" returning impressive grades of 983 g/t silver over 3.4 meters. To capitalize on these opportunities, the company is pursuing debt financing for critical infrastructure improvements, including a pastefill plant, remote control equipment, and shaft upgrades to more than double hourly capacity.The investment thesis is further strengthened by the dwindling number of pure-play silver producers available to investors. Following recent acquisitions like Pan American's $2.1 billion purchase of Mag Silver at 1.6x NAV, fewer than 10 significant silver-focused companies remain, creating potential scarcity value.Huet, who previously led a successful turnaround at Kurora where production increased fivefold, has personally invested significantly alongside other executives. The team emphasizes that Americas Gold & Silver offers both operational improvement potential and leverage to silver prices, which they believe could reach $35-40 per ounce.With a 100-day track record showing tangible operational improvements and strong technical progress underground, the company is executing a proven playbook in a sector where consolidation continues to reduce investment options, making Americas Gold & Silver an increasingly rare opportunity in the silver mining space.View Americas Gold and Silver's company profile: https://www.cruxinvestor.com/companies/americas-gold-silver-corporationSign up for Crux Investor: https://cruxinvestor.com

A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: People who succeed have momentum. The more they succeed, the more they want to succeed, and the more they find a way to succeed. Similarly, when someone is failing, the tendency is to get on a downward spiral that can even become a self-fulfilling prophecy. Tony Robbins Gratitude: Franz Badenhorst Menlyn, Pretoria, South Africa, I am genuinely grateful for you John, about a year ago I asked you for a copy of the Freedom Journal as I have been having trouble with paypal. You sent me a beautiful copy. Thank you so much! You have truly earned my respect forever. 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.