Podcasts about Outlook

Cincinnati Bengals legend and NFL MVP Ken Anderson joins Dave Lapham In The Trenches for a wide-ranging conversation about the past, present, and future of the franchise. Despite a frustrating 5-10 season, Anderson explains why he firmly believes in head coach Zac Taylor and the culture of the locker room, emphasizing that he sees "no quit" in the current roster.   The Current Season: Ken's take on the Bengals' 5-10 record and the importance of finishing the year strong against Arizona and Cleveland.   Joe Burrow: A masterclass on accuracy, mechanics, and off-schedule playmaking.   Coaching: Why Ken Anderson remains firmly in Zac Taylor's corner.   We want to thank Ken for being a fantastic guest and for joining us today on In the Trenches with Dave Lapham brought to you by First Star Logistics. We also look forward to growing our new central channel, First Star Media Group, and having you fans follow us along the ride. A lot more content is coming soon so definitely hit that subscribe button so you never miss one of our uploads! As always Who Dey!   Want to win great prizes from First Star Logistics during the Bengals season? During the 2025 Cincinnati Bengals season, First Star Logistics will give away some great and unique prizes. Follow @FirstStarLog, @DLInTheTrenches, and @JoeGoodberry for details each week on how you can win.

In this episode, we examine how the SPAC market evolved in 2025 and what sponsors, issuers, and investors should be thinking about as the calendar turns to 2026. Joining the discussion are Ed Kovary, Head of Capital Markets at BTIG, and Jerry Serowik, Head of Capital Markets at Cohen & Company, two firms that were among the most active in the SPAC ecosystem in 2025. Drawing on firsthand experience, the conversation covers how deal structures, investor expectations, and sponsor strategies shifted over the course of the year and how capital markets conditions shaped issuance and deal execution. The episode concludes with a forward-looking discussion on what these trends imply for SPAC activity in 2026, including where opportunities may emerge and what risks remain for the asset class.  

The NFL Playoff Picture is coming into full view but teams really muddy-ed the waters with the results of week 16 across the NFL. The Jacksonville Jaguars dropped their statement win of the season on the Denver Broncos and now about 5 different teams can win the AFC's #1 seed. Trevor Lawrence and Co showed they are a legit Super Bowl contending team. The New England Patriots rallied behind Drake Maye and knocked off the Baltimore Ravens to stay a game ahead of the Bills in the AFC East. The Pittsburgh Steelers held on to win a whacky game in Detroit, earning our Hemingway moniker but today DK Metcalf found out that he will be suspended for the final two games of the 2025 NFL season. The Chargers, Texans and Bills all won over teams already eliminated so they could keep pace in the playoff race. And in the NFC, the Eagles took care of the Commanders on Saturday afternoon to feel better about their chances in the playoffs. The Bears had a miraculous comeback against the Packers to further solidify their claim to the NFC North throne. And the fellas breakdown the wild NFC South, a division that both teams, the Panthers and Buccaneers, both seemingly don't want to win. (00:00:00) - NFL Week 16 Reactions: Dawg of the Day (00:07:50) - Best Flight (00:14:30) - Jacksonville Jaguars at Denver Broncos (00:38:30) - Worst Flight (00:43:00) - Chicago Bears vs Green Bay Packers (00:57:45) - Philadelphia Eagles vs Washington Commanders (01:08:45) - Carolina Panthers vs Tampa Bay Buccaneers (01:26:35) - New England Patriots vs Baltimore Ravens (01:36:00) - Pittsburgh Steelers vs Detroit Lions (02:04:00) - LA Chargers vs Dallas Cowboys (02:11:30) - Buffalo Bills vs Cleveland Browns (02:19:55) - Houston Texans vs Las Vegas Raiders (02:24:00) - Bermuda Triangle Games: New York Jets at New Orleans Saints, Atlanta Falcons at Arizona Cardinals, Kansas City Chiefs at Tennessee Titans, Minnesota Vikings at New York Giants and Cincinnati Bengals at Miami Dolphins (02:45:30) - Locals Landline Presented By Zone (02:50:40) - BetMGM Moments (03:29:45) - MNF Preview: San Francisco 49ers at Indianapolis Colts Have some interesting takes, some codebreaks or just want to talk to the Green Light Crew? We want to hear from you. Call into the Green Light Hotline and give us your hottest takes, your biggest gripes and general thoughts. Day and night, this hotline is open. Green Light Hotline: ‪(202) 991-0723‬ Also, check out our paddling partners at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Appomattox River Company ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to get your canoes, kayaks and paddleboards so you're set to hit the river this summer. Green Light's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube Channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, where you can catch all the latest GL action: If you want some Black Friday merch, check out our sale:https://greenlightpodcast.shop/?fbclid=PAZnRzaAOR1RFleHRuA2FlbQIxMQBzcnRjBmFwcF9pZA8xMjQwMjQ1NzQyODc0MTQAAad3Jup6i1N2qH77pK8eUeSbKt2Y0OXMldIw1dRTq_xDRuY3Ctp99Qj4pfyGAw_aem_w9tp_XwGL-ZptFIHvlrM1g Green Light with Chris Long: Subscribe and enjoy weekly content including podcasts, documentaries, live chats, celebrity interviews and more including hot news items, trending discussions from the NFL, MLB, NHL, NBA, NCAA are just a small part of what we will be sharing with you.

Where bitcoin is headed and other predictions for the New Year with BitMEX Co-Founder and Maelstrom CIO Arthur Hayes. BitMEX Co-founder and Maelstrom CIO, Arthur Hayes has been named one of CoinDesk's 50 Most Influential People. He joins CoinDesk's Jennifer Sanasie, to discuss his famous and persistent $250,000 bitcoin forecast and the macro forces driving it. Plus, he explains why Zcash is his best investment and reveals his top three assets for 2026. To hear more from Arthur Hayes, visit:  X - https://x.com/cryptohayes  IG - https://www.instagram.com/cryptohayes/ Web - https://www.cryptohayes.com  LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/  Substack - https://cryptohayes.substack.com/  – For more, check out CoinDesk's 50 Most Influential article on Arthur Hayes: https://www.coindesk.com/business/2025/12/11/most-influential-arthur-hayes.  To see the full list, visit: https://www.coindesk.com/most-influential-2025.  – Timecodes:  00:52 - Why What Arthur Says Resonates  01:32 - His Best Spat of 2025 02:25 - Why Zcash Finally Popped Off 04:49 - Arthur's Zcash Prediction 07:03 - His Top Three Investments of 2025 08:07 - “It Doesn't Matter Who Wins” - The Election Cycle and Massive Money Printing 12:02 - Is Bitcoin's Rise Worrisome for the U.S. Economy? 12:55 - Arthur's BTC Price Predictions 13:45 - The Biggest Crypto Trend of 2026 15:18 - The Biggest Challenge & Biggest Win for the Crypto Industry - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - This episode was hosted by Jennifer Sanasie.

Jerry and Willie Colon tackle a lot in New York sports, diving into the "stuck and miserable" reality of the Jets' locker room culture and the Giants' search for a new leader among candidates like Mike McCarthy and Brian Flores. Between reacting to the stunning Mets fire sale of Jeff McNeil and Pete Alonso, the guys debate the future of Jaxson Dart, Carl Banks' frustrations with Big Blue, and Willie's pitch for a veteran bridge QB like Kyler Murray. From Brock Purdy's dominance and Philip Rivers' return and Jerry's shocking "Napoleon Dynamite" confession, this show covers everything from holiday festivities to the total teardown of local franchises.

Spencer Levy, a Senior Economic Advisor at CBRE, has been watching this dynamic year in real estate closely. He joins Ben & Bob today to share his hot takes on where 2026 is going to take us: what cities he has his eyes on, market trends, interest rates, and the political landscape's impact on real estate. We go through the four pillars of real estate: industrial, retail, multifamily and office. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. Check out Ben & Bob's company and invest along at https://aspenfunds.us/

Chris Perkins joins to break down the Miami Dolphins' offseason outlook, including potential Pro Bowl candidates like De'Von Achane, Jordyn Brooks, Aaron Brewer, and Jake Bailey. The conversation dives into Mike McDaniel's job security, with Perkins questioning how the Dolphins can keep their head coach after firing GM Chris Grier and benching Tua Tagovailoa. Perkins praises Grier for assembling the best roster Miami's had in 25 years, while Dave Hyde disagrees, calling Grier the team's biggest problem. The discussion also covers Brandon Shore's role in salary cap management, Champ Kelly's potential return, and Perkins' take that the Dolphins should prioritize building a strong roster—especially in the trenches—over chasing a rookie quarterback in the draft.

Where bitcoin is headed and other predictions for the New Year with BitMEX Co-Founder and Maelstrom CIO Arthur Hayes. BitMEX Co-founder and Maelstrom CIO, Arthur Hayes has been named one of CoinDesk's 50 Most Influential People. He joins CoinDesk's Jennifer Sanasie, to discuss his famous and persistent $250,000 bitcoin forecast and the macro forces driving it. Plus, he explains why Zcash is his best investment and reveals his top three assets for 2026. To hear more from Arthur Hayes, visit:  X - https://x.com/cryptohayes  IG - https://www.instagram.com/cryptohayes/ Web - https://www.cryptohayes.com  LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/  Substack - https://cryptohayes.substack.com/  – For more, check out CoinDesk's 50 Most Influential article on Arthur Hayes: https://www.coindesk.com/business/2025/12/11/most-influential-arthur-hayes.  To see the full list, visit: https://www.coindesk.com/most-influential-2025.  – Timecodes:  00:52 - Why What Arthur Says Resonates  01:32 - His Best Spat of 2025 02:25 - Why Zcash Finally Popped Off 04:49 - Arthur's Zcash Prediction 07:03 - His Top Three Investments of 2025 08:07 - “It Doesn't Matter Who Wins” - The Election Cycle and Massive Money Printing 12:02 - Is Bitcoin's Rise Worrisome for the U.S. Economy? 12:55 - Arthur's BTC Price Predictions 13:45 - The Biggest Crypto Trend of 2026 15:18 - The Biggest Challenge & Biggest Win for the Crypto Industry - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - This episode was hosted by Jennifer Sanasie.

In this podcast, Lord Abbett Portfolio Managers Rob Lee and Steve Rocco explore the factors that could influence the performance of taxable fixed income investments in 2026.

We close out 2025 with a look at the forces shaping markets as we approach year-end. This episode breaks down the latest Q3 U.S. economic data, Larry Ellison's personal guarantee behind the Paramount bid, and Strategy's pause in Bitcoin buying, set against BlackRock naming BTC a top three focus for 2026. We also cover Instacart's AI pricing blunders and what they may reveal about algorithmic risk, before wrapping with a look at the Chart of the Week, Bitcoin futures, and the evolving crypto market structure. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creekdigital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Ailish Forfar and Justin Cuthbert kick off the second hour with Jason Bukala (1:59)! They break down Team Canada's World Juniors roster and where it ranks amongst Canada's best. They discuss the expectations the Hunter brothers have for their squad, Canada's system for developing goalies, how the players snubbed from Canada last year will make their mark this time around, his memories of scouting Sidney Crosby, and much more! Later, in the spirit of the holidays, Ailish and Justin go through the Canadian NHL teams and gift each one a present to help each team.The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliates.

Federal Reserve Governor Stephen Miran tells Bloomberg News that the US central bank risks sparking a recession unless it continues lowering interest rates next year. He discusses his outlook for the economy and more with hosts Annmarie Hordern and David Gura.See omnystudio.com/listener for privacy information.

Bank of America Chair & CEO Brian Moynihan tells Wall Street Week's David Westin that artificial intelligence is starting to have a bigger impact on the US economy. In a wide ranging conversation, Moynihan also talks about his outlook for the economy in 2026, immigration, the Fed and more. See omnystudio.com/listener for privacy information.

The past few years have been rough for potential homebuyers. Will 2026 provide relief to a market that has been greatly inflated? Will the interest rate cut help new people buy a home? Tina Tamboer with the Cromford Report joined the show to talk about the housing market going into the new year. 

ServiceNow's Amit Zaveri talks with TITV Host Akash Pasricha about the company's $7.75 billion acquisition of cybersecurity firm Armis and their path to a $1 billion data analytics business. We also talk with The Information's Wayne Ma about NVIDIA's retreat from its ambitious cloud service goals and Cory Weinberg about why recent tech IPOs are struggling to trade above their debut price. Lastly, we get into Elon Musk's pitch for a 2026 SpaceX IPO and the reality of data centers in space with StarCloud CEO Philip Johnston.Articles discussed on this episode: https://www.theinformation.com/articles/poor-tech-ipo-performance-clouds-outlook-new-listingshttps://www.theinformation.com/articles/nvidia-restructures-cloud-team-retreating-aws-competitionhttps://www.theinformation.com/briefings/servicenow-acquire-armis-7-75-billionTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Hour 4: The guys get into a heated argument with a caller over DK Metcalf. We take possibly the worst call in the history of 93.7 The Fan. And are the Steelers proving they should've moved on from TJ Watt?

23 Dec 2025. Teneo’s Vision 2026 survey shows optimism at the top - but impatience among investors. We break down why CEOs still back AI despite mixed returns, what it means for hiring with Nick McDonagh, Regional MD at Teneo. Plus, a headhunter responds to a controversial hiring request, and we explore the business of Christmas pantos in Dubai with Lisa Scott-Lee.See omnystudio.com/listener for privacy information.

“How's the market?” is the most common real estate question — and the real answer is: it depends. In this episode of Tom's Take, I break down November housing data across the Greater Philadelphia area, including Philadelphia, Chester, Delaware, Montgomery, and surrounding counties. We cover inventory growth, pricing trends, days on market, mortgage rates, and what buyers and sellers should be doing now to prepare for smart moves in 2026.

In this KE Report Daily Editorial, we are joined by Dan Steffens, President of Energy Prospectus Group, for an in-depth year-end discussion focused on the oil and natural gas markets, portfolio positioning, and top energy stock ideas heading into 2026. Dan manages multiple model portfolios spanning large-cap, mid-cap, small-cap, dividend, growth, and royalty/mineral strategies, and this conversation brings together macro market insights with actionable stock ideas across the energy sector.   Stock symbols mentioned: EOG, NOG, REPX, KRP, VNOM, PAA, PAGP, WCP, BTE, ENB, OKE   Click here to visit the Energy Prospectus Group website for more energy market and stock analysis. - http://www.energyprospectus.com/   ---------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Criminals are working overtime to separate you from your money this holiday. Today, hear about the fake online merchant reps ripping people off - and why you should discontinue a common ecommerce practice permanently. Also, Clark updates where we are with gas prices and the factors influencing what you pay at the pump.  Fraud Alerts: Segment 1 Ask Clark: Segment 2 Gas Prices: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Clark's Christmas Kids 2025 ⁠Why You Should Never Store Your Payment Information Online 5 Things To Know About the Navy Federal cashRewards Plus Card Best Credit Cards to Use at Walmart in 2025 Be Careful with Strategies to Lower Healthcare Costs How To Save Money on Gas: 23 Ways Clark's Road Trip Hack: Renting a Car vs. Driving Your Own Why Clark Howard Refuses To Rent a Car From Hertz Cheapest Way to Rent a Car: Expert Tips How Long Should I Save Pictures of My Car Rental? Do You Get Better Hotel Prices From Third-Party Sites or Direct Booking? Clark.com resources: Episode transcripts Community.Clark.com  /  Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Another chapter in the battle for Warner Brothers Discovery, as Larry Ellison steps in to back Paramount Skydance's offer. How the father & son combo could help seal a deal, and where the development puts Netflix. Plus the financial sector just underperforming the broader market this year, but could 2026 see a bank breakout? Why one bank researcher says there's big opportunity in small banks. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's Post - https://bahnsen.co/4pUysvR Final Dividend Cafe of 2025: Year-End Market Recap and Outlook for 2026 In this final Dividend Cafe of 2025, David Bahnsen reviews key economic data points and market trends, including the performance of major indices and sector highlights. The discussion covers the lack of seasonality in market movements, updates on bond yields, and the significance of periodic portfolio rebalancing. The episode also touches on public policy issues related to data centers and provides insights on midstream energy sectors. David announces the upcoming annual 'year behind, year ahead' white paper and his ongoing book project on dividend growth investing. The session concludes with a look ahead to the first Dividend Cafe of 2026 and encourages listeners to read further on topics like gold as an inflation hedge. 00:00 Welcome to the Final Dividend Cafe of 2025 00:43 Recap of the Year and Upcoming Plans 02:44 Market Updates and Trends 06:29 Public Policy and The Fed 07:28 Energy Sector Insights 08:39 Looking Ahead to 2026 Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

This hour, the guys dive into Week 17 by previewing a "get-right" betting opportunity for the Patriots against the Jets before checking in with a "Disclosure Day" extra who shared stories from his nights on set and his previous interactions with Leonardo DiCaprio. Jerry's final update recaps a historic day of futility, featuring the Jets' record-breaking interception drought, an awkward moment from Philly, and a controversial ending in Detroit that brought back "Fail Mary" flashbacks. The hour closes on an emotional note as the team says goodbye to WFAN legend Dov Kramer after 38 years—but not before Boomer delivers the Moment of the Day with a scouting report on Fernando Mendoza that leans odd.

In this episode, we’re joined by Bipen Rai, Managing Director and Head of ETF and Alternatives Strategy at BMO Global Asset Management. We discuss the current macro environment, the outlook for interest rates, and how investors should think about portfolio construction as markets move further away from the post-GFC playbook. Bipen shares his perspective on gold and why it continues to play an important role in portfolios, how macro risks are evolving, and what signals investors should be paying attention to as we move forward. We also touch on the broader investing landscape, risk management, and how investors can think more deliberately about diversification in an increasingly uncertain environment. BMO ETFs is a sponsor of The Canadian Investor Podcast. This episode is for informational purposes only and does not constitute investment advice. Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Today we sit down with Anton Schutz, President and Founder of Mendon Capital. As an investor, he has a unique perspective on trends shaping community banks. We discuss what surprised him in 2025 within the banking landscape, M&A, credit outlooks, and other topics you should be paying attention to as we near 2026.   The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees. SouthState Bank, N.A. - Member FDIC

The big things you need to know:First, we are upgrading S&P 500 Health Care to overweight from market weight.Second, we are upgrading S&P 500 Communication Services to overweight from market weight.Third, our other S&P 500 recommendations are unchanged. We remain overweight Financials and Materials, underweight Consumer Discretionary, and market weight all other sectors. Among our market weights, we have a preference for sectors that look attractively valued on our quant analysis (Consumer Staples, Energy, REITs) over those that look expensive (Utilities, Tech, and Industrials) which have been the early beneficiaries of the AI trade.We also close with a quick thought on the biggest macro takeaways from our 4Q25 global analyst outlook survey.

What do focus, leadership, big backyards, fire pits, s'mores, and real estate strategy all have in common? Apparently… this episode. Today we are mixing real-life conversation, humor, and practical insight with one of our favorite topics: how people actually live in their homes, especially when it comes to big backyards and gathering spaces. We talk about: - Why focus and time-blocking matter in leadership (especially for busy parents) - A behind-the-scenes recap of our team Christmas party and culture - Why most people never experience a truly great real estate agent and why specialization matters - A free real estate strategy session we're offering as a gift (no pressure, no contracts) - And our Big Backyard Gift Guide, must-have items that make your yard more usable, more fun, and more valuable If you love entertaining, hosting friends and family, or you're dreaming about a home with a bigger yard, more land, or a better layout - this one's for you. We also share how our team serves the DFW community locally and globally, why we're passionate about relationships over transactions, and how we help buyers and sellers save money, sell for more, and avoid bad advice in a crowded real estate market.

Here it is! We review the year where scaling large AI models hit its ceiling, Google reclaimed momentum with efficient vertical integration, and the market shifted from hype to viability. Join us as we talk about why human-in-the-loop is failing, why generative AI agents validating other agents compounds errors, and how small expert data quietly beat the big models.• Google's resurgence with Gemini 3.0 and TPU-driven efficiency• Monetization pressures and ads in co-pilot assistants• Diminishing returns from LLM scaling• Human-in-the-loop pitfalls and incentives• Agents vs validation and compounding error• Small, high-quality data outperforming synthetic• Expert systems, causality, and interpretability• Research trends return toward statistical rigor• 2026 outlook for ROI, governance, and trustWe remain focused on the responsible use of AI. And while the market continues to adjust expectations for return on investment from AI, we're excited to see companies exploring "return on purpose" as the new foray into transformative AI systems for their business. What are you excited about for AI in 2026? What did you think? Let us know.Do you have a question or a discussion topic for the AI Fundamentalists? Connect with them to comment on your favorite topics: LinkedIn - Episode summaries, shares of cited articles, and more. YouTube - Was it something that we said? Good. Share your favorite quotes. Visit our page - see past episodes and submit your feedback! It continues to inspire future episodes.

Michelle Connell notes Home Depot's (HD) underwhelming 2025 that can experience a rebound in 2026. She explains how the FOMC's rate cutting cycle play a role in setting a new bullish base for the stock. George Tsilis later turns to an example options trade for Home Depot. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Fred, Rodney and Eric Dickerson take a look at the NFC Playoff picture now that the Rams have fallen out of the top seed (with the 49ers still lurking with a chance to win the NFC West). Also, how wide open is the AFC? Is it now or never for Josh Allen and the Bills? Its Lit features the Chiefs leaving the state of Missouri, an update on the Michigan head coaching position and an update on the DK Metcalf altercation with a fan in Detroit.See omnystudio.com/listener for privacy information.

As part of Bloomberg Intelligence's 2026 Fixed Income Markets Outlook: Opportunity Amid Policy Uncertainty event, this panel examines the outlook for junk bond yields and total returns, consumer health, the role of private credit and top sector picks. Stephen Flynn, senior telecom and media credit analyst at Bloomberg Intelligence, moderates a discussion with Winnie Cisar, global head of strategy at CreditSights, John McClain, global co-head of high yield at Goldman Sachs and Meghan Robson, head of US credit strategy and desk analyst at BNP Paribas.

With years of experience consulting for in-plants and their parent organizations, Lois Ritarossi, president of High Rock Strategies, shares insights and best practices for in-plant print and mail operations, covering topics such as workflow automation, technology gaps, and strategies for reducing expenses.

Weekly Unofficial Leyton Orient Podcast by @stevienuss & @supero1881. This episode includes: *It's the Christmas Special from your South Stand Chums with a bumper final edition of 2025 from Orient Outlook Podcast Towers as we have a chat with O's midfielder Demetri Mitchell *Christmas messages from O's Chairman Nigel Travis, Kent Teague, Mark Devlin, Matt Porter, Martin Ling, Paul Terry, Dave Victor, Dean Cox, Matt Lockwood and John from Carole Langley Florists *We review the O's superb 2-1 home win over Bradford City *Your views *Ladies Team Update *Youth Team Update *Fantasy Football League Update *Prediction League Update *Positives & Negatives Of The Week *HerO Of The Week *Supporters Club Update *Plus lots more... Listen now to the most comprehensive round of Orient news and views anywhere in the world. Up The O's!

Kristina Clifton and Samara Hammoud discuss the outlook for the US dollar, the implications for the Australian dollar and the broader outlook for Australian dollar cross rates.  Disclaimer: Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.   Usage of Artificial Intelligence  To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence.   

Join Chris Welsh and Andrew Erickson as they tackle your questions LIVE on Discord for the final time this regular season at fantasypros.com/chat. Timestamps: (May be off due to ads) Intro - 0:00:00 Jaxson Dart vs. Tyler Shough - 0:02:48 Tee Higgins Trust Level - 0:05:55 Tough RB/Flex Decisions - 0:11:15 Standard League Flex Options - 0:16:27 TE Starts - 0:18:14 Need Two Flex Options - 0:21:40 FantasyPros My Playbook - 0:22:55 RB2 Options - 0:26:59 Drake London vs. Ladd McConkey - 0:29:31 WR2 Options - 0:33:53 Justin Jefferson’s Outlook - 0:34:51 Christmas Movie Buy, Sell, Hold - 0:40:23 Best DST Options - 0:42:46 Tyler Warren Replacements - 0:44:48 FantasyPros on Twitch - 0:46:27 Best TE Streaming Options - 0:48:10 Rapid Fire Chat Q&A - 0:51:36 Outro - 0:59:19 Helpful Links: Hard Rock Bet - All lines provided by Hard Rock Bet. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for Hard Rock Bet and make a $5 bet and you'll get $150 in bonus bets if you win. Head over to Hard Rock Bet, sign up and make your first deposit today. Payable in bonus bet(s). Not a cash offer. Offered by the Seminole Tribe of Florida in FL. Offered by Seminole Hard Rock Digital, LLC, in all other states. Must be 21+ and physically present in AZ, CO, FL, IL, IN, MI, NJ, OH, TN or VA to play. Terms and conditions apply. Concerned about gambling? In FL, call 1-833-PLAYWISE. In IN, if you or someone you know has a gambling problem and wants help, call 1-800-9-WITH-IT. GAMBLING PROBLEM? CALL 1-800-GAMBLER (AZ, CO, IL, MI, NJ, OH, TN, VA) My Playbook - Sync your league instantly to My Playbook to get custom advice on how to manage your team throughout the season. See your league’s top available players, power rankings, and more for free! Check the “Are They Playing” tool each week to get the latest game-day availability odds for all injured players. If you’re premium – you unlock all kinds of helpful waiver, trade, lineup and league analysis tools. You can even auto-start your team’s optimal lineup each week with Auto-Pilot. Sync your league and dominate every week of the season with My Playbook at fantasypros.com/myplaybook or on the FantasyPros App Follow us on Twitch - The team here at FantasyPros is taking questions all week, every week on Twitch. Follow us on Twitch at twitch.tv/fantasypros and never miss a stream! Discord – Join our FantasyPros Discord Community! Chat with other fans and get access to exclusive AMAs that wind up on our podcast feed. Come get your questions answered and BE ON THE SHOW at fantasypros.com/chat Leave a Review – If you enjoy our show and find our insight to be valuable, we’d love to hear from you! Your reviews fuel our passion and help us tailor content specifically for YOU. Head to Apple Podcasts, Spotify, or wherever else you get your podcasts and leave an honest review. Let’s make this show the ultimate destination for fantasy football enthusiasts like us. Thank you for watching and for showing your support – https://fantasypros.com/review/ BettingPros Podcast – For advice on the best picks and props across both the NFL and college football each and every week, check out the BettingPros Podcast at bettingpros.com/podcast, our BettingPros YouTube channel at youtube.com/bettingpros, or wherever you listen to podcastsSee omnystudio.com/listener for privacy information.

Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest CPI data, what it means for the Fed's next moves, artificial intelligence — how it's changing the way people work, learn, and create an edge in their careers. We also cover bitcoin, macro positioning, and specific companies and organizations investors should be paying attention to right now.=======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (http://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! http://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.=======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.=======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://uphold.sjv.io/K0RXra. This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=======================Timestamps:0:00 – Intro1:39 – CPI takeaways & why direction matters more than the number4:33 – Gas prices, wages, housing & why inflation pressure is fading7:44 – Outlook 2026 & rate hike vs rate cut debate12:49 – Jim Chanos bear case on AI & Oracle explained17:18 – How to actually use ChatGPT + enterprise AI adoption problems25:15 – Content creation, avatars & human emotion vs AI30:05 – AI slop, deepfakes & public trust34:23 – The future of work + how investors can play AI in public markets41:18 – Bitcoin outlook + “silent IPO”45:43 – Where to find Jordi's work & what's coming next

Niagara Falls and a Christmas snail. Twas the grand month of Christmas and all through the studio, it was our final in person episode of 2025 you know. From Best Western to Radio Western, light shows and Niagara Takes Flight. At the Falls the mist was rising into the air, our 70th birthday celebrations to show our father we care. The photos of Bob through the years, made up by his eldest son whose artistic talents were clear. Sister/co-host Kerry and BF Barry and Oyster were all ready to fly back to Ireland for Christmas, Air Canada's accessibility features on their TV screens, inclusion and access so good we could cry. When what to bachelor brother/co-host Brian's hands does appear, but the best Christmas gift, from any sister, of any a year. When what with our blind eyes should appear, but Bill C15, announced by Canadian Assistive Technology, Canada Post appealing The Free Literature for the Blind Service, this development is unclear. Learn more here including how you can help: https://nnels.ca/news/bill-c-15 This December it was a snowy holiday visit to Niagara On The Lake for us and, for Kerry and Barry and parents, a Coyle's Christmas shopping extravaganza, coming home with gifts for parents, seasonal snacks, and nature themed ornaments for the minimal Christmas tree at Walter Street. Nollaig Shona duit BFB (Barry) and Lester/Oyster wish everyone, our amazing listeners, a Happy Christmas, from one Canadian weather extreme to the other, in the Irish language. So farewell as we at Outlook close 2025. Bob through the years, hands off Franklin The Turtle, and Niagara Takes Flight yet it could be even more inclusive with audio description. Happy Winter Solstice or however/whatever you celebrate this time of year. Merry Christmas to all and to all a good night. And get ready to rumble! Reindeer rumble that is. Check out Snaildartha: The Story of Jerry the Christmas Snail,” played annually on John Solomon's 25-hour holiday radio show, with a soul jazz extravaganza in a festive league all its own: https://www.youtube.com/playlist?list=OLAK5uy_k1jilPdaFEo5KA8cFOrGgZgOIfHTx4v00 This year, 2025, this month is the ten year anniversary of a bad fall Brian had, acquiring a brain injury and seizure disorder just before Christmas and we wrote a song about that time which premiered on Jon Solomon's show in 2020. Check it out here: https://soundcloud.com/skipatrolmusic/ski-patrol-lighting-up-a-dark-season And here's co-host Kerry's favourite Christmas song Brian plays for her on his Christmas edition of Chin Music every year: https://www.youtube.com/watch?v=ARq6uYSsUq0

How will the quarterback change in Miami shift the fantasy football landscape? Is Trevor Lawrence reliable this week? What about George Pickens? JJ answers those questions -- and more -- on this week's mailbag episode. Make sure to check out LateRound.com to subscribe to the free newsletter. Want to get weekly and rest-of-season rankings while accessing the amazing Late-Round community on Discord? Become a Late-Round member today.See omnystudio.com/listener for privacy information.

Our favorite NBC4 weatherman popped by live at Hyde Social to join The Junks' Holiday Show and make Bish giddy with some weather talk for Saturday's game!

Seahawks HC Mike Macdonald and Rich discuss Seattle's overtime win over the Rams in Week 16 to take over 1st place in the NFC West, reveals why he has 100% faith in QB Sam Darnold's “killer instinct,” what his team must do down the stretch to secure the #1 seed in the NFC, Philip Rivers' improbable return to the NFL, and more. Rich, Brockman and TJ debate which Week 18 game would be the most compelling matchup as the NFL's final regular season game. The guys discuss Alabama vs Oklahoma in the College Football Playoff and if the Crimson Tide's Kalen DeBoer could be Michigan's next head coach. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaguars HC Liam Coen speaks to the media on Friday of Week 16 during the 2025 NFL Season.See omnystudio.com/listener for privacy information.

(1) the Grinch vs. Bears conti' then Memphis Tigers need a solid performance vs. Miss State. (2) Tigers roster, Memphis vs Miss State who preview, Parth Upadhyaya in-studio (3) Robert Irwin Jewelers, Official Sponsor of the J&J Show on 92.9 FM ESPN

Join Glenn Hunzinger and Dan Farrell as they discuss why 2026 could mark a rebound year for health services dealmaking—driven by higher-quality assets, improving market conditions, and the growing role of technology and AI. They explore how investors are rethinking value creation, from tech-enabled care models to carve-outs and IPOs. Discussion highlights: Stronger earnings, cash flows, and tech-enabled platforms are drawing buyers backAI is shifting from a value enhancer to a key driver of margins and valuation Carve-outs remain active as health systems and corporates divest non-core assetsInvestors are targeting opportunities across specialties, home-based care, and AI-enabled platformsReopening IPO markets and improved exit options are boosting confidence for 2026 Speakers: Glenn Hunzinger, US Health Industries Leader, PwC Dan Farrell, US Health Services Deals Leader, PwCLinked materials:https://www.pwc.com/us/en/industries/health-industries/library/pharma-life-sciences-deals-outlook.htmlhttps://www.pwc.com/us/en/industries/health-industries/library/medtech-deals-outlook.htmlhttps://www.pwc.com/us/en/industries/health-industries/library/health-services-deals-outlook.htmlFor more information, please visit us at: https://www.pwc.com/us/en/industries/health-industries/health-research-institute/next-in-health-podcast.html.

Tune in as Glenn Hunzinger and Roel van den Akker share their outlook for pharmaceutical and life sciences dealmaking in 2026. They discuss improving market conditions, innovation driven growth, and how upcoming loss of exclusivity is shaping deal strategy.  Discussion highlights: Strong innovation, healthy balance sheets, and improving capital markets support a positive outlook for 2026 M&A is expected to remain precision-led and asset-focused, centered on differentiated science and key therapeutic areas Accelerating loss of exclusivity (2026–2029) is increasing reliance on external innovation Mid-sized deals have dominated, but clearer policy and better financing may enable larger strategic transactions As innovation globalizes, companies are sourcing assets more deliberately worldwide, with the US remaining a core life sciences hub Speakers: Glenn Hunzinger, US Health Industries Leader, PwC Roel van den Akker, US Pharmaceutical & Life Sciences Deals Leader, PwCLinked Materials:https://www.pwc.com/us/en/industries/health-industries/library/pharma-life-sciences-deals-outlook.htmlhttps://www.pwc.com/us/en/industries/health-industries/library/medtech-deals-outlook.htmlhttps://www.pwc.com/us/en/industries/health-industries/library/health-services-deals-outlook.htmlFor more information, please visit us at: https://www.pwc.com/us/en/industries/health-industries/health-research-institute/next-in-health-podcast.html.

In this discussion, Janus Henderson's investment experts delve into the market outlook for 2026, exploring AI's role in economic growth, the implications of a K-shaped economy, and strategies for navigating the higher cost of capital.

Interview recorded - 12th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back David Rosenberg. David is the Founder & President of Rosenberg Research & associates.During our conversation we spoke about the review of 2025, employment rolling over, FED challenges, multiple expansion potential, portfolio positioning and more. I hope you enjoy!0:00 - Introduction0:56 - Review of 20256:30 - Employment rolling over14:18 - FED challenges21:05 - Outlook for 2026?29:12 - Multiple expansions37:40 - Portfolio positioning46:05 - One message to takeaway?David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row.Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.David Rosenberg - Website - https://www.rosenbergresearch.com/Twitter - https://twitter.com/EconguyRosieArticle - https://www.linkedin.com/pulse/lament-bear-david-rosenberg-tpxzcLinkedIn - https://www.linkedin.com/in/david-rosenberg-40800219b/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C  

December 17th, 2025 Follow us on Facebook, Instagram and X Listen to past episodes on The Ticket’s Website And follow The Ticket Top 10 on Apple, Spotify or Amazon MusicSee omnystudio.com/listener for privacy information.

In this final episode of the Beyond Markets Podcast, Hannah Wise sits down with Yves Bonzon, Group Chief Investment Officer at Julius Baer, to explore the secular outlook for the decade ahead. They discuss why interest rates have normalized at current levels, whether the AI investment cycle can avoid the fate of the dot-com bust, what China's balance sheet recession means for global investors, and the geopolitical risk that keeps Yves awake at night: waking up with stranded assets.The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts