Podcasts about NAV

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Best podcasts about NAV

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Latest podcast episodes about NAV

CruxCasts
Revival Gold (TSXV:RVG) - Fast-Tracked for 100k Production by 2028

CruxCasts

Play Episode Listen Later Jun 27, 2025 33:08


Interview with Hugh Agro, President & CEO of Revival Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/gold-copper-developers-disciplined-approach-to-project-advancement-7086Recording date: 25th June 2025Revival Gold (TSXV:RVG) is accelerating development of its Mercur gold project in Utah, positioning itself as a near-term producer in response to favorable market conditions and regulatory advantages. The company's strategic decision to prioritize Mercur over its larger Beartrack Arnett asset in Idaho centers on the Utah project's location on private land, which enables a faster two-year permitting timeline compared to federal land requirements.The Mercur project targets 100,000 ounces of annual gold production through open-pit heap leach operations, with construction planned for early 2028. CEO Hugh Agro emphasized the project's advantages, noting existing infrastructure proximity to a 40,000-person town eliminates the need for worker camps while providing immediate road access and office facilities.Revival Gold has launched an aggressive 13,000-meter drilling program to convert 40% of Mercur's inferred resources to measured and indicated categories while exploring expansion opportunities. The deposit represents a historically significant Carlin-type system, the first identified in the United States, with artisanal mining previously producing one million ounces at seven grams per ton.The company's valuation proposition appears compelling, trading at 0.15 times price-to-net asset value with Mercur alone carrying $750 million NAV at $3,000 gold. This represents substantial upside potential, with historical precedent suggesting developer valuations can reach 60-80 cents per dollar of underlying NAV once in production.Revival Gold's broader strategy encompasses a 6 million ounce resource base across both Utah and Idaho projects, offering organic growth without external acquisitions. The management team brings extensive mining experience from major companies including Hecla and Eldorado, with a demonstrated track record of delivering projects on time and budget.The favorable gold price environment, driven by central bank diversification away from US dollar reserves, provides additional support for the company's development timeline and project economics as it advances toward production.View Revival Gold's company profile: https://www.cruxinvestor.com/companies/revival-gold-incSign up for Crux Investor: https://cruxinvestor.com

Sever
Zprávy ze Severu: Slzy a dojetí. Žáci páté třídy základní školy v Malšovicích se loučili se školou i svojí učitelkou

Sever

Play Episode Listen Later Jun 27, 2025 1:58


Vysvědčení 27. června dostali i žáci páté třídy základní školy v Malšovicích u Děčína. Konec školního roku jim přinesl několikanásobné loučení – na druhý stupeň totiž nastupují do některé z děčínských škol. Navíc se loučili i s paní učitelkou, která školu opouští také.

Pardubice
Zprávy pro Pardubický kraj: Svitavy připravují pilotní projekt na třídění gastroodpadu

Pardubice

Play Episode Listen Later Jun 27, 2025 2:11


Lidé z některých částí Svitav budou moct třídit gastroodpad. Město teď dolaďuje poslední detaily, separaci prošlých potravin či slupek od ovoce a zeleniny spustí od září. Pro zkušební provoz vybralo bytovou zástavbu v ulicích Felberova, Větrná, Na Vějíři a Svitavská, tedy v městské části Svitavy-Lány.

Z prvej ruky
Členovia NATO zvýšia obranné výdavky (26.6.2025 12:30)

Z prvej ruky

Play Episode Listen Later Jun 26, 2025 24:40


Hostia: Pavol Demeš (bývalý minister medzinárodných vzťahov SR) a Lubomír Zaorálek (bývalý minister zahraničných vecí ČR). | Navýšenie výdavkov na obranu členských štátov - deklaráciu o navýšení na 5 % HDP členovia podporili, názory na tempo a spôsob vynakladania prostriedkov sa líšia. Sú to realistické výdavky na obranu, ak mnohí členovia zápasili aj s doterajšími 2 %? Má zbrojný priemysel kapacity na využitie takýchto investícií, resp. je súčasťou plánu aj jeho rozšírenie? Je vyššie financovanie dostatočným nástrojom zvýšenia obranyschopnosti, alebo sú namieste úvahy aj o ďalších reformách aliancie? Má tento krok podporu verejnosti v členských štátoch – čo tieto výdavky môžu priniesť ľuďom – napr. v kontexte investícií do infraštruktúry a výskumu? Politické aspekty dohody: Zrodila sa dohoda pod tlakom externých hrozieb (napr. Rusko, Čína) alebo USA a Donalda Trumpa? Je namieste hovoriť o výnimkách a individuálnych plánoch – napr. v kontexte pozícií Španielska alebo aj Slovenska? Je zbrojenie zárukou dlhodobého udržania mieru v Európe? Akú záväznosť má dohoda - je potenciál kontinuity, alebo ju môžu narušiť politické výmeny v budúcnosti? Aká je v súčasnosti a ako sa mení váha a pozícia jednotlivých členov aliancie – napr. v kontexte vysokého tempa zbrojenia Nemecka, Poľska a nových členov Fínska, Švédska? Ukrajina – Volodymyr Zelenskyj sa zúčastnil na večeri lídrov, očakáva sa stretnutie s Donaldom Trumpom. Aké signály a indície o budúcej podpore si zo samitu odnáša? Sú realistické výhľady na vstup Ukrajiny do NATO? | Členovia NATO zvýšia obranné výdavky. | Moderuje: Nina Belicová Alžbetkinová; | Diskusiu Z prvej ruky pripravuje Slovenský rozhlas, Rádio Slovensko, SRo1. Vysielame každý pracovný deň o 12:30 v Rádiu Slovensko.

Proactive - Interviews for investors
Cordiant Digital on strong FY results, NAV growth and CapEx strategy

Proactive - Interviews for investors

Play Episode Listen Later Jun 23, 2025 6:07


Cordiant Digital Infrastructure Management chairman Steven Marshall and Cordiant Digital Infrastructure Ltd (LSE:CORD) CFO Andrew Ewe joined Stephen Gunnion in the Proactive studio with more on the company's strong financial performance over the past year and its plans for sustained growth. Marshall highlighted key performance metrics, stating: “We grew revenues by 7.7%, EBITDA by 9.3%, and NAV by 11.6%, driving NAV per share to over 129 pence.” He attributed this to effective customer contract management, bolt-on acquisitions, and strategic capital investments across radio networks, data centres, and fibre infrastructure in markets like Poland, the Czech Republic, and Ireland. Ewe explained the financial robustness behind the results. “This strong EBITDA growth has enabled us to increase our dividend by 3.6%, well covered by free cash flow,” he said. The company completed two refinancings in the year and reported no debt maturities until June 2029, with gearing at 40% of gross asset value. Looking ahead, Marshall reaffirmed a focus on progressive dividend growth, core organic investment, and synergistic bolt-on acquisitions. If capital allows, share buybacks are also on the table. Ewe added that £29 million was spent on growth CapEx across nine targeted subsectors, including data centres and mobile towers. Sector trends like AI expansion, video streaming, and cloud gaming are strengthening demand. Ewe noted a recent success where a Czech Republic data centre sold nearly all its space to a major cloud gaming provider. Both executives underscored the strength of their in-house and portfolio teams in securing deals and achieving operational results. With the investment management fee linked to market cap rather than NAV, insider ownership at roughly 2%, and an active programme of shareholder engagement, Cordiant Digital also noted the strong alignment of the interests of the Board, the manager and outside shareholders over the long term. Visit Proactive's YouTube channel for more interviews and insights. Don't forget to like the video, subscribe to the channel, and turn on notifications for future content. #CordiantDigital #InfrastructureInvesting #DividendGrowth #DigitalInfrastructure #AIInvestments #DataCenters #FibreNetwork #CloudGaming #CapEx #NAVGrowth #InvestorUpdate #ProactiveInvestors

Rørsla
Uføre Helene ville jobbe og kontakta Nav. Da ble det stille

Rørsla

Play Episode Listen Later Jun 23, 2025 28:22


Helene Fosse er uføretrygda. I flere år har hun brukt sosiale medier til å fortelle hvordan det er å leve med psykisk sykdom. Men nå er Helene friskere og vil prøve å jobbe igjen. Hun har til og med fått et jobbtilbud. Men først må hun få en avtale med Nav. Og det viser seg å være vanskeligere enn hun hadde trodd. Hosted on Acast. See acast.com/privacy for more information.

Nedeľná chvíľka poézie_FM
Eliška Pokorná (22.6.2025 12:15)

Nedeľná chvíľka poézie_FM

Play Episode Listen Later Jun 22, 2025 11:50


Predstavíme si opäť mladý nádejný literárny talent - Eliška Pokorná študuje na gymnáziu v Žiline, 10 rokov sa venuje divadlu, účinkuje v divadelnom súbore Vaša banda a LET. Okrem toho, že básne iných autorov či autoriek často interpretuje v rôznych dramatizáciách, aj sama, od siedmeho ročníka na základnej škole, píše. Navštevuje dielňu tvorivého písania a myslím si, že jej texty stoja za to, aby ste si ich vypočuli.

10 Percent True - Tales from the Cockpit
F-111F in Desert Storm with Mike “Grease” Panarisi

10 Percent True - Tales from the Cockpit

Play Episode Listen Later Jun 20, 2025 145:53


Grease Panarisi, 10 Percent True Episode 73 Part 1In this episode, Mike “Grease” Panarisi tells his story of flying the F-111F in Europe and in Operation Desert Storm. From night-time laser-guided bomb runs over Iraq to hair-raising terrain-following flights through Scottish canyons, Grease shares what it was like to fly one of the war's most effective but least celebrated strike aircraft.

The Daily Refresh with John Lee Dumas
3059: The Daily Refresh | Quotes - Gratitude - Guided Breathing

The Daily Refresh with John Lee Dumas

Play Episode Listen Later Jun 20, 2025 2:49


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.

piworld audio investor podcasts
The Market Call - Week Ending 20th June 2025

piworld audio investor podcasts

Play Episode Listen Later Jun 20, 2025 14:54


This week, Progressive's Jeremy McKeown and Gareth Evams discuss the market reaction to Trump's potential intervention in the Israel-Iran conflict, as well as interest-rate "holds" from the US and UK in the face of ongoing inflationary pressure. Japan continues to confuse - and to present major risk - with high inflation and close-to-zero interest rates, while the US/Japan trade deal is still conspicuous by its absence. Progressive client news focussed on one stock, Oxford Metrics, whose H1 results statement highlights H2 weighting along with a skew towards US academia - a market segment clearly under pressure from Trump's defunding of large chunks of US educational budgets. Smart Manufacturing growth will, over time, diversify the group away from these risks, but investors are worrying about the near-term. Following a recent IPO, the UK now has its own version of the US-based Strategy (fka Microstrategy) - a "bitcoin treasury" business known as The Smarter Web Company. The stock has rocketed post its recent float, and Jeremy and Gareth discuss the fact that, from almost all bubbles and collapses, there are persistent changes, and some survivors... Speaking of survivors, Thomas Moore's fund at Aberdeen has now moved to trading at a PREMIUM to its NAV - after a decade of discounts...and the fund is raising new capital. Evidence of green shoots then, both in terms of micro-cap investor risk appetite, and investor perceptions of value at a steady and high-quality long term investment trust. Next week looks quiet - US GDP and inflation data will allow Trump to blame "Too Late Jay" Jerome Powell (and maybe Joe Biden) although clearly events in the Middle East will be key.

Money Makers
284: Money Makers Investment Trusts Podcast - with Marcus Phayre-Mudge (18 June 2025)

Money Makers

Play Episode Listen Later Jun 18, 2025 47:32


The Money Makers Investment Trusts Podcast is taking a short break following this edition while Jonathan is away on holiday, but it will return in a week or two so keep those subscriptions active! ==== 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 Marcus Phayre-Mudge, manager of TR Property (TRY). This discussion was recorded on Thursday 12 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 0:00:39 - Signs of green shoots 0:06:21 - Economic growth, interest rates, and commercial property valuations 0:12:16 - Activity and deals in the investment trusts sector 0:19:06 - A place for smaller trusts 0:24:34 - A short break 0:25:41 - Healthcare commercial property 0:28:40 - Other specialist property sectors 0:32:47 - Cost disclosure and discounts 0:37:57 - TR Property (TRY) 0:44:26 - Why invest in TRY over other REITs 0:47:00 - 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 VietNam Holding (VNH). Future profiles include Fidelity Emerging Markets (FEML) and HICL Infrastructure (HICL). 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

The Daily Refresh with John Lee Dumas
3056: The Daily Refresh | Quotes - Gratitude - Guided Breathing

The Daily Refresh with John Lee Dumas

Play Episode Listen Later Jun 17, 2025 3:20


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!

piworld audio investor podcasts
Talking Tech - Episode 23

piworld audio investor podcasts

Play Episode Listen Later Jun 17, 2025 24:12


Progressive's George O'Connor and Ian Robertson catch up on events in and around the UK small and mid-cap listed tech. London Tech Week - George has been out and about and is enthused about by the talk by Gary Turner and Steve Vamas of Xero fame. More LSE departures - To read the eulogies you would think that Ricardo was the greater success story. Ricardo was just easy to explain and love. Spectris was a bit of an effort to understand but made the effort to grow. Few make the observation that WSP Global, the acquirer of Ricardo, was, not too long ago, a not-too-exciting Canadian small cap that simply had ambition, execution and its home market on its side. Molten Ventures - the ~50% NAV discount persists. It's complicated. It delivers NAV growth but it has a primary valuation driver, Revolut – and how do you value that? GB Group - Whilst the revised management are getting to grips, will investors simply end up with a business model that the brokers could sell rather than one that works?

Dvojka
Vltavín: Pouť do Santiaga de Compostela mi pomohla vrátit víru v dobrého člověka, říká Dagmar Javoříková

Dvojka

Play Episode Listen Later Jun 16, 2025 36:45


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.

MetaDAMA - Data Management in the Nordics
4#16 - Audun Fauchald Strand - Alignment in the Age of Autonomy (Nor)

MetaDAMA - Data Management in the Nordics

Play Episode Listen Later Jun 16, 2025 47:17


«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.

Vltavín
Pouť do Santiaga de Compostela mi pomohla vrátit víru v dobrého člověka, říká Dagmar Javoříková

Vltavín

Play Episode Listen Later Jun 16, 2025 36:45


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.

Money Makers
283: Money Makers Investment Trusts Podcast - with Andrew McHattie (14 June 2025)

Money Makers

Play Episode Listen Later Jun 14, 2025 44:32


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

The Daily Refresh with John Lee Dumas
3052: The Daily Refresh | Quotes - Gratitude - Guided Breathing

The Daily Refresh with John Lee Dumas

Play Episode Listen Later Jun 13, 2025 2:43


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.

Money Makers
282: Money Makers Investment Trusts Podcast - with Jim Mellon (11 June 2025)

Money Makers

Play Episode Listen Later Jun 11, 2025 31:32


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

The Daily Refresh with John Lee Dumas
3049: The Daily Refresh | Quotes - Gratitude - Guided Breathing

The Daily Refresh with John Lee Dumas

Play Episode Listen Later Jun 10, 2025 2:32


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!

The Private Equity Podcast
Raising capital in 2025 with James Varela

The Private Equity Podcast

Play Episode Listen Later Jun 10, 2025 29:38


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

Plzeň
Náš host: Cesta je cíl, říká cestovatel, průvodce a profesionální kouč Štěpán Pastula

Plzeň

Play Episode Listen Later Jun 10, 2025 18:46


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.

Kā labāk dzīvot
Kukaiņu pētnieks: Odu dzēlieni ir kā dabiskā vakcinācija pret ērcēm

Kā labāk dzīvot

Play Episode Listen Later Jun 9, 2025 46:38


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."

Money Makers
281: Money Makers Investment Trusts Podcast - with Chris Clothier (07 June 2025)

Money Makers

Play Episode Listen Later Jun 7, 2025 37:06


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

The Daily Refresh with John Lee Dumas
3045: The Daily Refresh | Quotes - Gratitude - Guided Breathing

The Daily Refresh with John Lee Dumas

Play Episode Listen Later Jun 6, 2025 2:38


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.

Stormkast med Valebrokk & Stordalen
Fra sidelinja til teamet – veien inn i norsk arbeidsliv! - med Tore Christiansen og Hans Christian Holte

Stormkast med Valebrokk & Stordalen

Play Episode Listen Later Jun 6, 2025 36:28


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?

Deloittecast
Fra statistikk til tiltak: Hvordan hjelper vi unge uføre videre?

Deloittecast

Play Episode Listen Later Jun 4, 2025 34:22


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

Money Makers
280: Money Makers Investment Trusts Podcast - with Nick Brind (04 June 2025)

Money Makers

Play Episode Listen Later Jun 4, 2025 35:12


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

The Daily Refresh with John Lee Dumas
3042: The Daily Refresh | Quotes - Gratitude - Guided Breathing

The Daily Refresh with John Lee Dumas

Play Episode Listen Later Jun 3, 2025 2:34


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!

Brain We Are CZ
288: Laboratoř Štěstí - Jak se Tvoří Štěstí? | Věda, Mýty & Pozitivní Psychologie

Brain We Are CZ

Play Episode Listen Later Jun 3, 2025 74:11


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

Párásító
494 - Az eddigi legdurvább eset, letartóztatás!

Párásító

Play Episode Listen Later Jun 1, 2025 60:26 Transcription Available


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

The Daily Refresh with John Lee Dumas
3039: The Daily Refresh | Quotes - Gratitude - Guided Breathing

The Daily Refresh with John Lee Dumas

Play Episode Listen Later May 31, 2025 2:32


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!

Money Makers
279: Money Makers Investment Trusts Podcast - with Peter Hewitt (31 May 2025)

Money Makers

Play Episode Listen Later May 31, 2025 44:11


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

CruxCasts
From One Asset to Eight: How Vox Royalty (TSX:VOXR) Is Building a Cash-Generating Royalty Powerhouse

CruxCasts

Play Episode Listen Later May 29, 2025 27:16


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

Tape Op Podcast

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!

The Daily Refresh with John Lee Dumas
3035: The Daily Refresh | Quotes - Gratitude - Guided Breathing

The Daily Refresh with John Lee Dumas

Play Episode Listen Later May 27, 2025 2:38


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.

Get Your New View Podcast
S13 EP1: New Business Central Features Just Dropped by Microsoft – Here's What You Need to Know

Get Your New View Podcast

Play Episode Listen Later May 27, 2025 6:42


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.

Empire
The Bitcoin Treasury Playbook With Tyler Evans & Josh Solesbury

Empire

Play Episode Listen Later May 26, 2025 63:50


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.

Plus
Názory a argumenty: Julie Hrstková: Zdražení dopravy dál zhorší situaci v Praze

Plus

Play Episode Listen Later May 26, 2025 4:09


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

The Daily Refresh with John Lee Dumas
3032: The Daily Refresh | Quotes - Gratitude - Guided Breathing

The Daily Refresh with John Lee Dumas

Play Episode Listen Later May 24, 2025 2:34


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!

Partizán
Minden pénzmozgást jelenteni fognak a bankok a NAV-nak | Interjú Berkes Beatrix jogásszal

Partizán

Play Episode Listen Later May 23, 2025 23:10


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

The Daily Refresh with John Lee Dumas
3028: The Daily Refresh | Quotes - Gratitude - Guided Breathing

The Daily Refresh with John Lee Dumas

Play Episode Listen Later May 20, 2025 3:04


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.

Lightspeed
The Microstrategy Of Solana Playbook With Dan Kang

Lightspeed

Play Episode Listen Later May 20, 2025 64:01


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.

The Trident Room Podcast
The Trident Room Podcast – 66 – Cmdr. Matthew Morris and Lt. Cortni Thrasher – Academic Arsenal Series

The Trident Room Podcast

Play Episode Listen Later May 19, 2025 36:28


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.

Lead-Lag Live
Investment Strategies for Uncertain Times

Lead-Lag Live

Play Episode Listen Later May 18, 2025 48:40 Transcription Available


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:

Plus
Na Východ!: BONUS: Válka na Ukrajině pohledem reportérů

Plus

Play Episode Listen Later May 16, 2025 5:55


„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.

Kubernetes Podcast from Google

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

We Study Billionaires - The Investor’s Podcast Network
BTC234: Bitcoin Torque, Saylor's Playbook w/ Andy Edstrom (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later May 14, 2025 66:45


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

The Daily Refresh with John Lee Dumas
3021: The Daily Refresh | Quotes - Gratitude - Guided Breathing

The Daily Refresh with John Lee Dumas

Play Episode Listen Later May 13, 2025 2:50


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.