Podcasts about outperform

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Best podcasts about outperform

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Latest podcast episodes about outperform

L1veL1fe100
Lakers AR Outperform Contract

L1veL1fe100

Play Episode Listen Later Jun 10, 2026 0:35


Goldman Sachs Exchanges: The Markets
Will Europe Outperform?

Goldman Sachs Exchanges: The Markets

Play Episode Listen Later Jun 5, 2026 10:09


As US stocks surge, European equities are climbing as well. Could more gains be ahead, and are European stocks be poised to outperform? Sharon Bell, European portfolio strategist in Goldman Sachs Research, discusses with Chris Hussey.  Recorded on June 4, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at ⁠http://www.gs.com/research/hedge.html⁠ Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's the Bottom Line that Matters Podcast
Hyper-Local Positioning: Why Local Businesses Can Outperform National Chains with Google Business Profiles

It's the Bottom Line that Matters Podcast

Play Episode Listen Later Jun 2, 2026 19:47


This week on Its The Bottom Line that Matters, cohosts Jennifer R Glass and Patricia Reszetylo dive into why small businesses with hyper-local focus are outmaneuvering even the big national brands. Together, they explore:How building a rich, active Google Business Profile can beat a national chain's budget every timePractical ways local owners can connect authentically with their neighborhood and show up for their unique communityThe must-do steps for managing reviews so your local reputation works for you—not against youIt's a conversation that opens the door to new possibilities, reframes what's truly smart to pursue, and breaks away from the tired advice you've heard before. The payoff? Practical insights that could make your business and your life easier, more profitable, and more enjoyable.Want to check out more about the review management tool Jennifer mentions? Go to RecommendStationAbout your hosts:As the lead host of the podcast, Jennifer R Glass is dedicated to equipping business owners with actionable strategies to bolster their success, particularly in the realm of hyper-local marketing. With a keen focus on systems, compliance, and leveraging digital tools like Google Business Profiles, she advocates for thoroughness and clarity in business processes. Jennifer also develops resources and review management platforms that support local businesses in enhancing their visibility and reputation. Her story is one of helping others standardize their operations and adopt best practices to maximize their impact in their communities.Patricia Reszetylo brings a wealth of experience from the fields of coaching, consulting, and marketing. Currently in the process of launching a local restaurant and marketing services business, she draws insight not just from her professional background but also from her direct engagement with the evolving needs of small businesses. Her hands-on approach and commitment to understanding community dynamics help her identify unique strategies that give independent businesses an edge over national chains. On the podcast, she shares practical knowledge and personal anecdotes, emphasizing the value of authenticity and systematic organization for local success.Keywords: local businesses, local positioning, Google Business Profile, Google reviews, GBP page, local restaurant marketing, independent business strategy, community engagement, business profile optimization, services listing, products listing, business hours, special accommodations, accessibility, LGBTQ friendly business, business profile posts, team photos, product photos, service photos, profile updates, contact information accuracy, phone number consistency, NAP information, address consistency, website consistency, review management, responding to reviews, review regulations, systematization, standard operating procedures

The Good Leadership Podcast
How to Do Great Work When Everything Keeps Changing with Melissa Swift

The Good Leadership Podcast

Play Episode Listen Later Jun 2, 2026 33:33


The hours are the same, or maybe fewer, but the work has gotten heavier. More context-switching, more overlapping priorities, more pings fracturing your attention. And a nagging sense that all the effort is producing diminishing returns.Melissa Swift has a name for what's happening and a framework for fixing it.In this episode of The Good Leadership Podcast, Charles Good sits down with Melissa Swift, author of Effective: How to Do Great Work in a Fast-Changing World. As a founder, CEO, and former leader at Mercer, Korn Ferry, and Deloitte, Melissa offers a clearer way to think about what effectiveness truly requires. So if you're tired of running harder for less, listen in to discover what you should stop doing to get it back.What You Will LearnThe Effectiveness Architecture — the four-element "two-story house" (Knowledge and Methods on the ground floor, People and Technology above) and how to quickly diagnose your own dominant strength and blind spotsWhy burnout is really about intensification, not hours — the specific ways organizations unintentionally turn up the intensity dial, and the "stop-doing" moves that bring it back downHow to handle emotion at work — practical behaviors for the moments managers dread: the blow-up, the tears, the team at warWhy complaints are data — how to tell the difference between an early-warning signal worth acting on and noise you can safely let goThe power of strong Methods — how repeatable design creates "optionality" when chaos hits, instead of leaving you dependent on heroic improvisationLeading in a hyper-transparent world — what one leader's awards-ceremony misstep reveals about how intentions get distorted, and how to build trust through visible decision-makingMelissaSwifthttps://www.anthromeinsight.com/https://www.linkedin.com/in/swiftmelissa/Order Melissa's latest book on Amazon, 'Effective: How to do Great Work in a Fast Changing WorldChapters00:00 The essence of effectiveness in leadership02:47 Understanding the Effectiveness Architecture10:48 Navigating work intensity and burnout15:53 Managing emotions in the workplace22:04 The power of strong Methods26:47 Thriving in a hyper-transparent world29:31 Navigating data-driven conversations31:38 Closing thoughtsSubscribe to The Good Leadership Podcast: [⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠] | [⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠] | [⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠]LinkedIn: ⁠⁠⁠⁠⁠⁠linkedin.com/in/charlesagood⁠⁠⁠⁠⁠⁠Substack Channel (Outlearn to Outperform): ⁠⁠⁠⁠⁠⁠charlesgood.substack.com⁠⁠⁠⁠⁠⁠LinkedIn Newsletter (The Outlearn Advantage): [⁠⁠⁠⁠Subscribe⁠⁠⁠⁠]

The Moos Room
Episode 349 - Can Pasture-Raised Heifers Outperform Confinement Heifers? - UMN Extension's The Moos Room

The Moos Room

Play Episode Listen Later Jun 1, 2026 17:41


Brad discusses new research comparing dairy heifers raised on pasture versus in confinement, focusing on studies from Wisconsin and Minnesota. Both studies found that pasture-raised heifers were slightly lighter and gained less before calving, but they reached calving at a similar age and showed advantages after freshening. Pasture-raised animals had higher dry matter intake, fewer health issues in the Minnesota study, and stronger first-lactation milk production, especially under rotational grazing systems. Brad also highlights the economic upside: pasture systems reduced heifer feed costs and, in the Wisconsin study, improved income over feed cost during lactation. The episode makes the case that raising dairy heifers on pasture can be a practical strategy to lower rearing costs without sacrificing, and potentially improving, future milk production. Questions, comments, scathing rebuttals? -> themoosroom@umn.edu or call 612-624-3610 and leave us a message!Linkedin -> The Moos RoomTwitter -> @UMNmoosroom and @UMNFarmSafetyFacebook -> @UMNDairyYouTube -> UMN Beef and Dairy and UMN Farm Safety and HealthInstagram -> @UMNWCROCDairyExtension WebsiteAgriAmerica Podcast Directory 

Choppin’ It Up by Bloomberg Intelligence
Piada Italian Street Food's Sales Outperform

Choppin’ It Up by Bloomberg Intelligence

Play Episode Listen Later Jun 1, 2026 31:45 Transcription Available


Our comparable sales over the last six years are a reflection of the brand, menu and execution of the concept by our team, Piada Italian Street Food’s founder and CEO Chris Doody tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Doody sits down with BI senior restaurant and foodservice analyst Michael Halen to discuss the chain’s sales-growth outperformance versus fast casual peers. He also comments on the health of the fast-casual industry and the company’s disciplined approach to new restaurant development.See omnystudio.com/listener for privacy information.

Ransquawk Rundown, Daily Podcast
US Market Open: Crude a little lower on geopolitical optimism, US equity futures mostly unchanged, bourses outperform; Fed speak ahead

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 29, 2026 1:44


The text of the possible memorandum of understanding between the US and Iran has not been finalised and confirmed to this point, according to Tasnim.A Romanian radio station reported that a drone hit a residential building in Romania's Galati, near the border with Ukraine.The EU is to discuss restrictions on Chinese imports, although no decision was expected on Friday.Crude benchmarks are currently trading towards lows; Brent Aug'26 -1.6%.European bourses are broadly firmer this morning, whilst US equity futures are contained; Dell +37% post-earnings.DXY gains slightly, whilst the Kiwi outperforms after hawkish speak from RBNZ officials.Looking ahead, highlights include German Nationwide CPI (May), Canadian GDP (Q1). Speakers include Fed's Schmid, Bowman, Paulson & Daly. Credit Rating updates include S&P on France & Hungary, Morningstar DBRS on Spain.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ethical & Sustainable Investing News to Profit By!
May 2026 Sustainable Stock and ETF Picks

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later May 28, 2026 19:18


May 2026 Sustainable Stock and ETF Picks. Podcast includes articles on hydrogen/fuel cell stocks and the world's most influential companies. By Ron Robins, MBA Transcript & Links, Episode 167, May 29, 2026 Hello, Ron Robins here. Welcome to my podcast episode 167, published on May 29, 2026, titled "May 2026 Sustainable Stock and ETF Picks." Now, before I begin, I want to apologize if my voice at any time sounds a little rough! This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 32 articles for you in this podcast! Note: Sometimes companies are covered more than once. Now with so many articles to potentially cover, I've chosen 3 to quote from. Titles and links to the other 29 can be found on the webpage for this podcast edition. ------------------------------------------------------------- 9 Best Hydrogen and Fuel Cell Stocks to Buy Now from insidermonkey.com Many of you are interested in hydrogen stocks, so I thought this article would be good to start this podcast. It's titled 9 Best Hydrogen and Fuel Cell Stocks to Buy Now from insidermonkey.com and is by Fatima Gulzar. Here are some quotes. "We used screeners to identify Best Hydrogen and Fuel Cell Stocks and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. 9. FuelCell Energy, Inc. (NASDAQ:FCEL) On March 23, 2026, FuelCell Energy announced the introduction of a standardized '12.5-megawatt' packaged power block that offers on-site electricity to data centers… It positioned the system as a speedier deployment option in power-constrained markets… FuelCell Energy is a firm that develops, designs, manufactures, constructs, and services high-temperature fuel cells for clean electricity generation… It operates in three geographical segments: the United States, South Korea, and Europe. 8. Ballard Power Systems Inc. (NASDAQ:BLDP) Ballard Power Systems designs, develops, manufactures, sells, and services fuel cell products. It specializes in power products for bus, truck, rail, marine, stationery, and developing market applications, as well as service delivery, which includes technical solutions, after-sales services, and training. 7. Plug Power Inc. (NASDAQ:PLUG) On April 9, 2026, Susquehanna analyst Charles Minervino updated Plug Power's price target to $2.75 from $2.50. It maintained a Neutral rating on the stock… Plug Power is an alternative energy technology firm. It designs, develops, commercializes, and manufactures hydrogen and fuel cell systems for the material handling and stationary power fields. 6. New Jersey Resources Corporation (NYSE:NJR) On April 21, 2026, Mizuho analyst Gabriel Moreen increased New Jersey Resources Corporation's price objective to $61 from $54. It maintained an 'Outperform rating' on the shares… New Jersey Resources Corporation is a holding company. It provides regulated natural gas distribution, transmission, and storage services, as well as certain unregulated enterprises. It works in five segments: natural gas distribution, clean energy ventures, energy services, storage and transportation, and home services and other. 5. Bloom Energy Corporation (NYSE:BE) On April 14, 2026, Reuters reported that Bloom Energy will supply Oracle with up to '2.8 gigawatts' of fuel cell capacity under an upgraded deal, which shows rising power demand due to artificial intelligence. The corporations have already signed for an initial 1.2 gigawatts… Bloom Energy manufactures and installs power production platforms based on solid oxide fuel cells. Bloom Energy Server turns conventional low-pressure natural gas or biogas into electricity using an electrochemical method that does not include combustion. 4. BP p.l.c. (NYSE:BP) BP is an integrated oil and gas corporation that provides carbon products and services. It operates in three segments: gas and low-carbon energy, oil production and operations, and customers/products. 3. Cummins Inc. (NYSE:CMI) On April 20, 2026, Truist analyst Jamie Cook raised the Cummins price objective to $730 from $703. It retained a Buy rating on the stock… On April 13, 2026, Wells Fargo lifted its price objective for Cummins to $693 from $630… Cummins is a U.S.-based firm that designs, manufactures, and services diesel and natural gas engines, electric and hybrid powertrains, and related components. Its segments include Engine, Distribution, Components, Power Systems, and Accelera. 2. Air Products and Chemicals, Inc. (NYSE:APD) On April 24, 2026, RBC Capital raised Air Products and Chemicals' price target to $338 from $325. It maintained an Outperform rating… On April 24, 2026, Air Products and Chemicals declared that it will build, own, and operate a brand new air separation facility in Cocoa, Florida. The facility will produce liquid oxygen, nitrogen, and argon… Francesco Maione, president of the Americas, said that the location will help space launch operators in Florida and also position the corporation to meet increased demand from the booming space launch industry… Air Products and Chemicals manufactures and distributes atmospheric gases. It operates in the Americas, Asia, Europe, the Middle East, India, and Corporate and Other. 1. Linde plc (NASDAQ:LIN) On April 24, 2026, TheFly reported that RBC Capital analyst Arun Viswanathan raised Linde's price objective to $552 from $512. It retained an Outperform rating… Linde is a global industrial gas and engineering firm. It designs and manufactures industrial gas production equipment. The company also provides gas production and processing services for olefin plants, natural gas plants, air separation plants, hydrogen and synthesis gas plants, and other plants." End quotes. ------------------------------------------------------------- TIME Reveals the 2026 TIME100 Most Influential Companies in the World from time.com This article offers a unique company ranking that will interest many of you. TIME Reveals the 2026 TIME100 Most Influential Companies in the World from time.com. It's by TIME PR. Now some quotes – however, note that many of the highly ranked companies are private! "The 2026 TIME100 Most Influential Companies issue features three worldwide covers, each spotlighting top executives from a company on the list with an in-depth profile, including: Sundar Pichai, CEO of Alphabet (GOOG) and Google; Jimmy Donaldson (MrBeast), founder of Beast Industries; and Hailey Bieber, co-founder of Rhode… To assemble the list, TIME solicited nominations across sectors, and polled its global network of editors and correspondents, as well as outside experts. The result is a diverse group of 100 businesses helping chart an essential path forward.  In addition to the 100 companies featured on the list, TIME unveils the TIME100 Companies Impact Awards—recognizing five standout companies making meaningful contributions in the fields of AI, Health, Sustainability, Equality, and Culture.  The 2026 TIME100 Companies Impact Award recipients are: Waystar (WAY) for Impact in AI, Xenco Medical for Impact in Health, Sun King for Impact in Sustainability, CareMessage for Impact in Equality and Depop for Impact in Culture.  See the complete 2026 TIME100 Most Influential Companies list: here." End quotes ------------------------------------------------------------- 3 Alternative Energy Stocks Poised to Benefit From Wind and EV Growth from zacks.com Now, an article featuring a sector that interests all ethical and sustainable investors. The article's title is 3 Alternative Energy Stocks Poised to Benefit From Wind and EV Growth from zacks.com and is by Tanvi Sarawagi. Here's some of what the writer has to say about their picks. "1. Bloom Energy (BE - Free Report) Based in San Jose, CA, the company generates and distributes renewable energy… The Zacks Consensus Estimate for Bloom Energy's 2026 sales implies an improvement of 80.3% year over year. The Zacks Consensus Estimate for 2026 earnings suggests an improvement of 151.3% year over year. The company currently sports a Zacks Rank #1 (Strong Buy). 2. Montauk Renewables (MNTK - Free Report) Based in Pittsburgh, PA, the company is a fully-integrated renewable energy company. Montauk specializes in the management, recovery and conversion of biogas into renewable energy… The Zacks Consensus Estimate for Montauk Renewables' 2026 sales implies an improvement of 21.5% year over year. The consensus estimate for 2026 earnings suggests an improvement of 700% year over year. The company currently carries a Zacks Rank #2 (Buy). 3. FuelCell Energy (FCEL - Free Report) Based in Danbury, CT, the company makes ultra-clean, highly efficient power plants that can run on fuels like renewable biogas and natural gas, producing electricity with far less pollution and fewer greenhouse gas emissions than conventional fossil-fuel plants… The Zacks Consensus Estimate for the company's fiscal 2026 sales implies an improvement of 0.9% year over year. The estimate for fiscal 2026 earnings implies 50.6% growth year over year. The company currently carries a Zacks Rank #2." End quotes. ------------------------------------------------------------- 29 more articles from around the world with Sustainable Investment Picks for May 2026. 1. Title: 5 Top-Ranked AI Infrastructure Bigwigs for Sparkling Returns in 2026 from finance.yahoo.com. By Nalak Das. 2. Title: Top Ethical ETFs Of 2026 from fool.co.uk. By Zaven Boyrazian. 3. Title: Best Green Energy ETFs for Beginners in 2026: Top Picks from ecodweller.com. By Mangaleswaran. 4. Title: Linde's Ethics Recognition Meets Premium Valuation And ESG Investor Interest from uk.finance.yahoo.com. By Simply Wall St. 5. Title: Trade Brains Smallcase Picks: 4 Halal Stocks (Ethical) Theme Stocks to keep on your radar from tradebrains.in. By Manideep Appana. 6. Title: Top sustainable funds to invest in from msn.com. By Dan McEvoy. 7. Title: The Best 2 Renewable Energy Stocks to Buy and Hold for Decades from finance.yahoo.com. By Leo Sun, The Motley Fool. 8. Title: Meet the Artificial Intelligence (AI) Infrastructure Stock That Has Crushed Nvidia and Broadcom With a 270% Jump. It Can Still Fly Higher from /finance.yahoo.com. By Harsh Chauhan, The Motley Fool. 9. Title: 7 Best Renewable Energy Stocks to Buy from wtopnews.com. By U.S. News & World Report. 10. Title: 3 Multi-Energy Stocks to Consider for Powering the Future from theglobeandmail.com. By the Motley Fool. 11. Title: 3 Utility Stocks Built for a World of High Energy Prices and Grid Strain from finance.yahoo.com. By James Brumley, The Motley Fool. 12. Title: As Oil Shocks Accelerate The Quest For Alternative Energy, This ETF (KGRN) Could Benefit from kraneshares.com. By Brendan Ahern. 13. Title: 2 Stocks That Should be on Your Radar as the Iran War Shifts Global Energy Markets from fool.com. By Matt DiLallo. Continuing 14. Title: Ethical Investing: Top Shares on the ASX To Consider from thebull.com.au. By The Bull Team. 15. Title: A Few Winners Dominate Canada's Sustainable Fund Market from global.morningstar.com/en-ca. By Kimberly Hart. 16. Title: Green energy stocks outperform fossil fuels amid Iran war from nltimes.nl. By NL Times. 17. Title: 5 ASX Lithium Stocks Set to Rally After Albemarle's 672% Profit Boom from stocksdownunder.com. By Ujjwal Maheshwari. 18. Title: Wind Energy ETFs to Rally on Profit Beats and Iran War Energy Shift from theglobeandmail.com. By Zacks Investment Research. 19. Title: SA Asks: What's the long-term outlook for wind energy stocks? From seekingalpha.com. Remarks by Melissa Tucker and Ritabrata Das. 21. Title: Prediction: AI Infrastructure Stocks Will Crush the S&P 500 in 2026 from fool.com. By Adria Cimino. 22. Title: Celebrate Earth With These 2 Unstoppable Green Energy Stocks from fool.com. By Reuben Gregg Brewer. 23. Title: My Top 3 AI Infrastructure Stocks to Buy for May 2026 on fool.com. By Stefon Walters. 24. Title: 3 Calvert Mutual Funds to Help Manage Market Volatility - May 14, 2026, from zacks.com. By Zacks Equity Research. 25. Title: Best AI Energy Stocks to Buy Now Down 30%: CEG, VST - May 15, 2026 from zacks.com. By Benjamin Rains. 26. Title: 3 Space Infrastructure Stocks to Watch Ahead of SpaceX IPO from marketbeat.com. By Ryan Hasson. Reviewed by Clare Titus. 27. Title: Top Renewable Energy Companies in Solar, Wind & clean Power from fortunebusinessinsights.com. By Energy & Power. 28. Title: 1 Canadian Company Set to Make a Fortune From the $650 Billion Data Centre Buildout from fool.ca. By Demetris Afxentiou. 29. Title: 7 Clean Energy ETFs to Buy Now from wtop.com. By U.S. News & World Report. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "May 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. Again, I want to apologize for my voice sounding, at times, a little rough! My next podcast will be on June 26th. See you then. Bye for now.   © 2025 Ron Robins, Investing for the Soul

EUVC
Why Henkel Ventures believes CVCs can outperform VCs

EUVC

Play Episode Listen Later May 27, 2026 41:11


Most VCs think corporate venture capital is slower, more conflicted and structurally weaker than traditional venture firms. Marc Thom, Corporate Vice President and Head of Henkel Ventures, argues the opposite and explains why the best CVCs may actually outperform traditional VCs over time.In this episode, Marc joins Andreas Munk Holm and Jeppe Høier to discuss how Henkel built one of Europe's leading corporate venture platforms, why most startup-corporate partnerships fail and how corporates can create both strategic and financial advantage through venture investing.Topics coveredWhy the best CVCs can outperform VCsHow Henkel structures venture investing and partnershipsThe “holy bible” behind startup collaboration inside corporatesWhy most startup partnerships fail internallyThe role corporates should play on startup cap tablesHow AI is reshaping industrial R&D and materials scienceTimestamps(00:00) Why CVCs can outperform traditional VCs(04:00) How Henkel structures startup sourcing and partnerships(11:00) The use case framework behind Henkel Ventures(16:00) The “Role of Henkel” in startup investing(23:00) Why Henkel invested in ResearchGate(27:40) AI, chemistry and the future of industrial R&D(30:20) Why Marc believes CVCs can outperform VCs(36:00) How Henkel built internal alignment for venture investingSubscribe to EUVC, the home of European tech, for more insights.

Commodity Culture
'Major Risk' Ahead For Markets But These Mining Stocks Will Outperform: Mining Stock Monkey

Commodity Culture

Play Episode Listen Later May 27, 2026 34:54


Get 25% off Jordan's research: Join the VIP tier at Mining Stock Monkey to get full transparency into Jordan's personal portfolio, real-time trade alerts, and institutional-grade research on royalty companies and prospect generators. Claim your discount here: https://miningstockmonkey.com/products/vip?promo=CC25MAYJordan from Mining Stock Monkey has a grim outlook for the global economy and he also sees a major crisis brewing in the government bond market but he believes the stock picks he's bringing to the table in this episode could provide some shelter from the storm. Jordan breaks down his top stock selections in the mining space that he thinks still have plenty of room to run in a market that is becoming increasingly disconnected with reality.Disclaimer: Commodity Culture was compensated by Mining Stock Monkey for producing this interview. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Join the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Breakfast with Refilwe Moloto
Enhanced Games hype meets reality: Can science outperform talent?

Breakfast with Refilwe Moloto

Play Episode Listen Later May 27, 2026 8:13 Transcription Available


Tim Klein, sports scientist at the Sports Science Institute of South Africa speaks to Lester Kiewit about the inaugural Enhanced Games held in Las Vegas, whether performance enhancers can truly outperform natural talent, the physical toll these substances can have on athletes, and why the much-hyped competition may not have changed sport in the way organisers promised. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalkSee omnystudio.com/listener for privacy information.

Palisade Radio
Gary Savage: Why Silver Will Outperform The Miners | Gold, Miners & Oil

Palisade Radio

Play Episode Listen Later May 26, 2026 38:10


Stijn Schmitz welcomes Gary Savage to the show. Gary Savage is Retired Entrepreneur, Investor, and President of Smart Money Tracker Premium. Gary Savage opened the discussion by assessing the current stock market, noting that while it may be entering a final parabolic bubble phase, particularly in semiconductors, warning signs like a diverging banking index and Hindenburg Omens suggest increasing danger. He cautioned that chasing these final gains risks a severe crash. The conversation then shifted to precious metals, where Savage believes gold and silver bottomed in March and are now in the advancing phase of a new intermediate cycle, albeit with frustrating, erratic momentum. He explained that the recent correction, rather than a continued parabolic surge, has returned the market to a “wall of worry” phase. This development, while slower, is healthier for the secular bull market, potentially extending it for several more years and allowing for much higher ultimate price targets, such as $15,000 gold, compared to a shorter, more volatile parabolic blow-off. He advised that buying physical metal is sound at any time for long-term holders, but warned that trading is difficult in the current volatile consolidation, which can easily shake out leveraged positions. Regarding miners, he expects them to rise with gold but believes physical silver may ultimately outperform mining ETFs due to the absence of company-specific risks. On energy, Savage suggested waiting for a potential peace deal in the Middle East to drive oil prices back down to test the upper $60s breakout level before considering a long position, as he anticipates a larger commodity bull cycle will eventually push oil above its all-time high. He linked this outlook to a broader inflationary cycle, predicting the Fed will eventually cut rates and print money, exacerbating inflation and fueling hard assets. He concluded by noting his Smart Money Tracker service is currently closed to new subscribers, as he only opens access near market bottoms. Timestamps: 00:00:00 – Introduction 00:00:50 – Stock Market Bubble Concerns 00:02:22 – Equity Market Breadth Issues 00:03:48 – Precious Metals Cycle Outlook 00:05:57 – Gold Silver Correction Analysis 00:12:20 – Wall of Worry Phase 00:14:20 – Gold Patterns & Conflict 00:19:43 – Buying Physical Metals Advice 00:23:07 – Gold Miners and Leverage 00:28:19 – Oil Market Opportunity 00:31:32 – Inflation Cycle Outlook 00:33:58 – Smart Money Tracker Update Guest Links: X: https:/x.com/garysavage1 Blog: https://blog.smartmoneytrackerpremium.com/ YouTube: https://www.youtube.com/channel/UCgiNs7gCxEvgBE1HHvoOKTQ/videos Website: https://smartmoneytrackerpremium.com/login/ Gary Savage is a retired entrepreneur living in Las Vegas. He has been investing in stocks and commodities for 15+ years. Gary is a self-made multi-millionaire and attributes his financial success to savvy investments made in owning/selling several businesses, real estate, and, more recently, the stock market. He is also a national Judo, powerlifting, and Olympic weightlifting champion and world record holder. Gary holds national titles in 3 different sports and continues to challenge himself as an avid rock climber, and recently his newest endeavor bowling (two perfect 300 games so far). Gary’s renown as a recognized trading/investment expert in the areas of precious metals, stock market, oil, and currency markets is demonstrated by his numerous internationally published articles in these market areas: Kitco, 24hGold, Gold-Eagle, Investing, 321Gold, Keyport, SilverSeek, TFMetalsReport, FuturesMag, ResourceInvestor, Silver-Phoenix, BayStreetBlog, BeforeItsNews, ETFDailyNews, TalkMarkets, JuniorMiningAnalyst, MarketOracle.UK, SafeHaven, GoldSeek, Mining, CommodityOnline, SilverMarketNewsOnline, StreetWiseReports, and InvestingNews. Gary publishes the Smart Money Tracker, a daily and weekend market newsletter available online by subscription only, at a very modest price. This subscription-only site provides Gary’s in-depth daily commentary and chart analysis of numerous markets, including the stock, precious metals, oil, and currency markets.

The Good Leadership Podcast
The Aging Workforce Crisis Leaders Can't Afford to Ignore with Dan Pontefract

The Good Leadership Podcast

Play Episode Listen Later May 26, 2026 37:38


The workforce is aging faster than at any point in human history, and most organizations are responding by quietly writing off the very people who hold their hardest-won knowledge. Dan Pontefract calls the cost of that denial AgeDebt, and he believes it's building toward a crisis as slow-moving and as expensive to ignore as climate change.In this conversation, Dan Pontefract joins Charles Good to make the case that age is an asset, not a liability, and that the organizations willing to act now can convert their Age Debt into what he calls the Experience Dividend.Drawing on his new book The Future of Work Is Grey: The Untapped Value of Age in the Workforce, Dan throws out the tired generational labels (Boomers, Gen X, Millennials, Gen Z) and replaces them with a more useful lens: Rivers(early-career, curious, fluid), Rocks (mid-career, resilient, the bridge generation), and Rubies (later-career, wisdom polished by time). His argument is both a wake-up call and a blueprint: the future of work is grey if leaders stay stuck in habitual patterns, but it can be gold if they learn to put Rivers,Rocks and Rubies on stage together.Whether you see yourself as a River, a Rock, or a Ruby today, this episode will give you a new language for one of the most overlooked sources of value in any organization, along with the everyday habits to start building it tomorrow.What You'll Learn in This EpisodeWhat "Age Debt" actually is, and why Dan compares it to climate change: a slow-moving crisis leaders have had the data on for decades, where the cost of doing nothing compounds quietly until it's enormous to fixThe Rivers, Rocks, and Rubies framework - three career-stage archetypes that replace birth-year labels, and why Dan says generational branding is actively harmful to good decision-makingWhy ageism is "the last socially acceptable -ism": the comments and assumptions about age that still pass unchallenged when equivalent remarks about race or gender never wouldHow ageism hits all three groups - Rivers dismissed as "not ready," Rocks written off as "stuck," Rubies treated as "expired" and Dan's own experience of being seen as both "too young" and "too old"The grey-to-gold mindset shift - what keeps organizations stuck in habitual patterns, and what changes when leaders stop fighting experience and start designing around itThe Experience Dividend - the measurable value of integrating insight, mentorship, and continuity across every age in your workforceEveryday Age — the small, repeatable habits any leader can start tomorrow to move from age-aware to age-savvy, no corporate program requiredAbout Dan PontefractDan Pontefract is a leadership strategist, keynote speaker, and author of several influential books on work, culture, and leadership, including Lead. Care. Win., Open to Think, The Purpose Effect, and Flat Army. His latest book is The Future of Work Is Grey: The Untapped Value of Age in the Workforce. His work focuses on helping organizations rethink how they create value through their people across every stage of life and career.Chapters00:00 Introduction to Age Debt and the Aging Workforce03:13 Understanding Age Debt and Its Implications05:20 The Demographic Apocalypse and Longevity Issues08:21 The Impact of Ageism in the Workplace11:00 the Gray vs. Gold Metaphor in Work13:54 Rethinking Generational Labels: Rivers, Rocks, and Rubies21:21 Personal Experiences with Ageism30:39 The Ruby Experience: Working Beyond Retirement36:24The Double Loss of Aging WorkforceSubscribe to The Good Leadership Podcast: [⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠] | [⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠] | [⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠]LinkedIn: ⁠⁠⁠⁠⁠linkedin.com/in/charlesagood⁠⁠⁠⁠⁠Substack Channel (Outlearn to Outperform): ⁠⁠⁠⁠⁠charlesgood.substack.com⁠⁠⁠⁠⁠LinkedIn Newsletter (The Outlearn Advantage): [⁠⁠⁠Subscribe⁠⁠⁠]

Deep Leadership
#0434 – Why High-Trust Teams Outperform Everyone Else with Dr. Dennis Reina & Dr. Michelle Reina

Deep Leadership

Play Episode Listen Later May 21, 2026 43:25


What makes people trust a leader? And why do some teams thrive under pressure while others fall apart? In this episode of Deep Leadership, I sit down with trust experts Dr. Michelle Reina and Dr. Dennis Reina, co-founders of Reina Trust Building and authors of The Art of Trust Building, to explore the real impact trust has on leadership, culture, and performance. We dive deep into: Why high-trust teams consistently outperform low-trust teams The hidden damage caused by micromanagement The three dimensions of trust every leader must understand How leaders unintentionally break trust What it takes to rebuild trust after betrayal or failure Why trust begins with self-trust How great leaders create environments where people thrive Michelle and Dennis bring more than 30 years of research and real-world experience helping organizations build stronger cultures through trust. This conversation is packed with practical leadership insights you can apply immediately with your team, your company, and your own leadership journey. If you want better communication, stronger accountability, a healthier culture, and higher-performing teams, this episode is for you. Dr. Dennis Reina & Dr. Michelle Reina's Resources: Website: ⁠⁠⁠⁠https://reinatrustbuilding.com/ Free Assessment: https://assessments.reinatrustbuilding.com/its/register Book: ⁠⁠⁠⁠https://amzn.to/4tISdHH LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/michellereina/ & https://www.linkedin.com/in/dennisreina/ Subscribe to Deep Leadership: If you enjoyed this episode, make sure to subscribe and share it with someone who wants to become a better leader. Sponsors: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cadre of Men⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Farrow Skin Care⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Salty Sailor Coffee Company⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Leader Connect⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Qualified Leadership Series⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ____ Get all of Jon Rennie's bestselling leadership books for 15% off the regular price today! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Good Leadership Podcast
The Art of Trust Building: How Leaders Transform Teams & Organizations with Dennis & Michelle Reina | TGLP #297

The Good Leadership Podcast

Play Episode Listen Later May 19, 2026 55:43


Trust isn't a soft skill. It's a discipline.In this powerful conversation, Charles Good sits down with Dr. Dennis Reina and Dr. Michelle Reina, the pioneers of behavioral trust research and authors of the new masterwork The Art of Trust Building, to break down what trust really is, how it's built, how it breaks, and how leaders can rebuild it stronger than before.For over three decades, the Reinas have shown organizations that trust is not a personality trait or a poster value. It is a set of specific, observable, measurable behaviors and that means it can be coached, scaled, and transformed at every level of leadership.In an era of hybrid work, accelerating AI integration, and constant organizational change, the informal proximity-based trust-building of the past no longer works. Leaders today must build trust intentionally, one behavior at a time. WHAT YOU'LL LEARN✔ Why 90% of trust breaks are subtle, unintentional — and avoidable✔ The Three Dimensions of Trust®: Character, Communication, and Capability✔ How to measure trust in your team — and what shocks leaders when they see the data✔ The everyday habits that quietly erode Trust of Character✔ Why most leaders overestimate their own communication transparency✔ How over-control and "rescuing" signal capability distrust✔ Self-trust: the overlooked foundation of every trustworthy leader✔ The Seven Steps for Healing® — the path from breach to repair✔ How small ripple-effect behaviors cascade through entire organizations✔ Why trust is the currency that powers change — especially in the AI era✔ The role of specific, grounded gratitude as a trust-building practice✔ The one daily question every leader should ask themselves tonightIf you lead people, at any level, this conversation will reframe what leadership actually requires.ABOUT THE GUESTSDr. Dennis Reina & Dr. Michelle ReinaCo-founders of Reina Trust Building® and authors of the foundational Trust and Betrayal in the Workplace (1999) and the newly released The Art of Trust Building. Their research has shaped how Fortune 500 companies, government agencies, and global organizations understand and operationalize trust. They are the creators of the Reina Trust and Betrayal Model®, the Three Dimensions of Trust®, the Reina Team Trust Scale®, and the Reina Individual Trust Scale®, the most widely used behavioral trust assessments in the world.MEMORABLE QUOTES"Trust is not soft. It is hard and essential.""Trust is an energy field, you can feel it.""Transparency and honesty are the foundation.""Trust is the currency that powers change."

FantasyPros - Fantasy Football Podcast
4 Fantasy Football DRAFT VALUES Experts Love to Target | Players Who Will Outperform Their Rankings (Ep. 2024)

FantasyPros - Fantasy Football Podcast

Play Episode Listen Later May 14, 2026 20:17 Transcription Available


Join Ryan Wormeli, Derek Brown, and Jake Ciely as they high four fantasy football draft day values that the experts love to target in 2026! Timestamps: (May be off due to ads) Intro - 0:00:00 Christian Watson - 0:01:02 Alec Pierce - 0:06:20 Dynasty Draft Simulator Promo - 0:09:23 Parker Washington - 0:09:56 Caleb Douglas - 0:13:50 Helpful Links: 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, NJ, OH, TN or VA to play. Terms and conditions apply. Concerned about gambling? In FL, call 1-888-ADMIT-IT. 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, NJ, OH, TN, VA) 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 podcasts.See omnystudio.com/listener for privacy information.

The Good Leadership Podcast
Are You Still Getting Sharper? Why Mid-Career Professionals Plateau

The Good Leadership Podcast

Play Episode Listen Later May 12, 2026 20:17


Somewhere between year eight and year twelve of a knowledge-work career, something shifts. The title is good. The compensation is good. The reviews are good. The output has never been more polished, especially in the last two years, because AI has put a layer of polish on everything you ship. But the feeling of getting visibly better, the feeling that defined your first decade, has quietly disappeared.Most professionals misdiagnose what's happening. They call it lost motivation, burnout, or hitting their ceiling. None of those is usually the right diagnosis.In this episode, Charles Good breaks down why mid-career professionals plateau and it's not what you think. Drawing on cognitive science research from Anders Ericsson, Robert Bjork, Monique Boekaerts, and the Harvard Business School / BCG / Dell'Acqua study on AI and consultant performance, Charles identifies the four forces quietly dulling your edge: rooms that have become too familiar, the habit of never watching your own tape, the disappearance of reflection time, and the new and accelerating cost of letting AI take your reps.Then, using lessons from three of the greatest performers in their fields, Roger Federer rebuilding his game at thirty-two, Tom Brady studying his own film into his forties, and Michael Jordan returning to six AM workouts after three championships, Charles offers three concrete moves to put growth back inside the work you already do.You'll learn:Why most professionals misdiagnose the plateau as motivation, burnout, or ceiling — and what's actually happening underneathThe cognitive science of deliberate practice and desirable difficulty, and why effort and growth are not the same thingThe four forces dulling your edge — including the AI dynamic that almost no one is talking aboutThe Federer Move: how to find a harder room once a quarterThe Brady Move: the four-question Friday reflection that takes fifteen minutesThe Jordan Move and the First Draft Rule: how to use AI without letting it take the reps that build your judgmentIf you've been delivering well but quietly suspect you've stopped growing, this is the episode for you.Chapters 00:00 Michael Jordan's Breakfast Club: Why Greats Go Back to the Reps02:00 The Mid-Career Plateau Nobody Wants to Name04:30 Why Motivation, Burnout, and Ceiling Are the Wrong Diagnoses06:00 You Stopped Being a Learner — The Real Reframe08:30 Force One: Federer at Thirty-Two and the Familiar Room12:00 Force Two: The Brady Discipline of Watching Your Own Tape13:30 Force Three: The Reflection Loop That Never Gets Closed14:30 Force Four: How AI Is Taking Your Reps17:30 The Federer Move — Find a Harder Room18:30 The Brady Move — The Four-Question Friday19:30 The Jordan Move — The First Draft Rule20:00 Are You Still Getting Sharper?Subscribe to The Good Leadership Podcast: [⁠⁠⁠Apple Podcasts⁠⁠⁠] | [⁠⁠⁠Spotify⁠⁠⁠] | [⁠⁠⁠YouTube⁠⁠⁠]LinkedIn: ⁠⁠⁠linkedin.com/in/charlesagood⁠⁠⁠Substack Channel (Outlearn to Outperform): ⁠⁠⁠charlesgood.substack.com⁠⁠⁠LinkedIn Newsletter (The Outlearn Advantage): [⁠Subscribe⁠]

Stories and Strategies
How Behavioral Science Can help PR Pros Understand Motivation and Decision-Making

Stories and Strategies

Play Episode Listen Later May 12, 2026 20:43 Transcription Available


Send us a note about this episode. We'll reply and thank you on a future episodeYour client is wrong. You know it. They know it, somewhere underneath the certainty. And you have two choices. You can tell them they're wrong, which will end the conversation and cost you the relationship. Or you can find the thing they want more than being right and take them there instead.This is something most communications professionals learn the hard way and never quite put into words. Every difficult client, every resistant leader, every person digging into a position that will hurt them, they are not just wrong. They are running two competing motivations at the same time. The need to be right. And the need to succeed. And those two things are almost never the same thing. The PR professional who understands that distinction doesn't argue. They redirect. And the client ends up exactly where you needed them to go, convinced it was their idea all along.Listen For4:40 Can communicators actually motivate people to act?7:17 Is PR returning to behavioral science, or losing its way?8:55 What are system one, system two, and system three thinking?11:17 How do you challenge a client without losing trust?14:08 Will AI replace PR professionals or reveal who thinks strategically? Guest: Roger Hurni, Founder & Chief Brand Strategist, Off Madison AveWebsite | Agency | LinkedIn Outthink. Outperform. Transform Your Organization Through Behavioral Marketing DougSubstack | Website | LinkedInFarzanaSubstack | Website | LinkedIn Are you a brand with a podcast that needs support? Book a meeting with Doug Downs to talk about it.Apply to be a guest on the podcastConnect with usLinkedIn | X | Instagram | You Tube | Facebook | Threads | Bluesky | PinterestStories and Strategies is the Official Podcast Sponsor of IABC World Conference in Toronto June 14-16, 2026Click here to check it out https://wc.iabc.com Support the show

The Good Leadership Podcast
Stop Giving Advice: The Coaching Questions Every Leader Needs with Michael Bungay Stanier

The Good Leadership Podcast

Play Episode Listen Later May 5, 2026 39:18


Most leaders were promoted because they had answers. But the higher you rise, the more dangerous that habit can become.When every problem runs through you, your team gets slower. When every answer comes from you, your people stop thinking as deeply. And when your identity becomes being the helpful problem-solver, you can quietly become the bottleneck.In this episode of The Good Leadership Podcast, Charles Good sits down with Michael Bungay Stanier, bestselling author of The Coaching Habit, to explore how leaders can stop giving advice too quickly and start building stronger, more independent teams through better coaching questions.Michael shares insights from the 10th anniversary edition of The Coaching Habit, including why being coach-like is not about becoming a full-time coach, why the Advice Monster is so hard to tame, and how seven simple questions can transform everyday leadership conversations.In this conversation, you'll learn:How to use coaching questions in five-minute conversations, not just formal coaching sessionsWhy “And what else?” may be one of the most powerful leadership questions ever createdHow to move from surface-level problem solving to real development by asking, “What's the real challenge here for you?”Why the Advice Monster shows up even in smart, well-intentioned leadersHow coaching becomes even more important in an AI age, where fast answers are everywhere but human presence, listening, and encouragement still matter mostThis episode is for any leader, manager, coach, or HR/L&D professional who wants to build ownership, reduce dependency, and help people think better for themselves.Listen now to learn how to stop rescuing, stay curious longer, and start coaching better.Learn more about Michael Bungay Stanier: [https://www.mbs.works/about/]Michael's book: The Coaching Habit 10th anniversary edition [https://a.co/d/0dgG1ww7]Chapters00:00 The Seven Essential Questions of Coaching04:17 Navigating Challenges in Conversations05:58 Understanding the 'What Do You Want?' Question08:58 The Importance of Asking 'What Else?'10:28 Avoiding the Rescuer Role in Leadership15:10 Strategic Decision-Making: Saying No17:27 The Paradox of Confident Humility17:48 Building Coaching Habits Effectively22:31 Redirecting Conversations Back to the Individual24:01 Empowering Employees to Ask Questions25:16 The Role of Illustrations in Learning29:29 The Future of the Coaching Habit Podcast32:31 Key Insights and TakeawaysSubscribe to The Good Leadership Podcast: [⁠⁠Apple Podcasts⁠⁠] | [⁠⁠Spotify⁠⁠] | [⁠⁠YouTube⁠⁠]LinkedIn: ⁠⁠linkedin.com/in/charlesagood⁠⁠Substack Channel (Outlearn to Outperform): ⁠⁠charlesgood.substack.com⁠⁠LinkedIn Newsletter (The Outlearn Advantage): [Subscribe]

The Good Leadership Podcast
Built to Survive Monday — The Good Leadership Podcast Trailer

The Good Leadership Podcast

Play Episode Listen Later May 5, 2026 1:33


Most leadership advice sounds brilliant in the moment and disappears by Monday morning.The Good Leadership Podcast is built for leaders, managers, and high achievers who want ideas that hold up when the pressure is on. Hosted by Charles Good, President of the Institute for Management Studies, the show features conversations with bestselling authors, researchers, experts, and recognized thought leaders on how leaders think better, grow faster, and perform under pressure.Across more than 300 conversations with guests like Marshall Goldsmith, Sally Helgesen, Karen Dillon, Michael Bungay Stanier, and many more, Charles goes beyond the buzzwords and into the science of leadership, learning, and human performance.No empty advice. No recycled frameworks. No ideas that sound wise but change nothing.Follow The Good Leadership Podcast wherever you listen.Outlearn what worked yesterday. Outthink what's coming next. Outperform when it counts.

BigDeal
#140 A Doer Will Always Outperform A Thinker.

BigDeal

Play Episode Listen Later Apr 29, 2026 19:08


You think way more than you do… and that's a problem. While you're sitting there planning, researching, and perfecting your strategy, someone less qualified just shipped a worse version of your idea and they're already winning. Because doers beat thinkers every single time. In this episode, you'll learn: The one week method that gets more done in seven days than most people do in 12 months Why discipline is a design problem, not a character flaw, and how to engineer ease into your life How James Dyson built 5,127 prototypes before his breakthrough and why failed attempts are tuition The DOER framework: design the cue, open tiny, engineer reward, repeat until identity catches up Why shame keeps you stuck and what happens when you do the thing you're scared to try anyway The real cost isn't failure. It's the week, the month, the year you spent waiting while your competitor was getting reps. Time is the one resource you can't negotiate your way back. So stop thinking and start doing. Doers aren't just moving faster, they're moving smarter because they know what's working. That's exactly what Beehiiv gives newsletter operators. Use code CODIE30 at https://beehiiv.com/codie for 30% off your first three months. Build your newsletter with beehiiv. To get started, go to https://beehiiv.link/n3j2vt and use CODIE30 for 30% off your first 3 months. ___________ (00:00:00) Introduction: You Think More Than You Do (00:01:26) The Wright Brothers vs Samuel Langley: Action Creates Data (00:03:48) The One Week Method: Wage One War (00:04:57) Engineer Ease: Why Discipline Is a Design Problem (00:07:05) Earn Evidence: What Did You Actually Ship Today? (00:08:13) Kill Escape Routes: Why Most People Leave the Back Door Open (00:10:27) The Cost of Waiting: What Delay Is Already Costing You (00:13:23) The DOER Framework: Design the Cue, Open Tiny, Engineer Reward (00:15:42) Repeat Until Your Identity Catches Up (00:16:10) The Shame That Stops You: Why You're Too Scared to Try ___________ MORE FROM BIGDEAL

Stock Market Today With IBD
Techs Outperform As Fed Holds Steady On Rates; Teradyne, Caterpillar, Alphabet In Focus

Stock Market Today With IBD

Play Episode Listen Later Apr 29, 2026 22:22


Alissa Coram and David Saito-Chung walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

UBC News World
7 UGC Video Ad Formats That Outperform Polished Ads Every Single Time

UBC News World

Play Episode Listen Later Apr 29, 2026 8:10


https://www.gethookd.ai/learn/7-best-ugc-video-ads-examples-to-try-in-2026/Learn why UGC video ads outperform polished content, explore seven winning formats from unboxing to tutorials, and understand how authenticity drives conversions up to 161% higher. Trust beats production value every time. GetHookd LLC City: Miami Address: 40 SW 13th street Website: https://www.gethookd.ai/

Commodity Culture
Gold Miners Printing Cash as They Barely Outperform Metal - 'Major Buying Opportunity': Shawn Khunkhun & Rick Van Nieuwenhuyse

Commodity Culture

Play Episode Listen Later Apr 28, 2026 27:51


Rick Van Nieuwenhuyse, CEO, and Shawn Khunkhun, President of Contango Silver & Gold (NYSE American: CTGO | TSX: CTGO) are looking at the current setup for the gold mining space as extraordinarily bullish, as miners report record cash flows and the sector barely outperforms the metal itself. Both see generalist investors waking up to the incredible value proposition gold stocks are offering, and they explain how Contango Silver & Gold fits into the picture, with their high-grade gold production and development stage assets in Alaska and district-scale silver advanced-stage exploration in British Columbia.Contango Silver & Gold Website: https://contangoore.comFollow Contango Silver & Gold on X: https://x.com/OreContangoShawn and Rick will be in the Greater Miami area on April 29 and 30. Investors who'd like to arrange a meeting should email info@contangoore.com.Disclaimer: Commodity Culture was compensated by Contango Silver & Gold for producing this interview. Jesse Day is not a shareholder of Contango Silver & Gold. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Bull & Fox
Could the Browns 2026 draft class outperform the 2025 draft class?

Bull & Fox

Play Episode Listen Later Apr 27, 2026 11:51


Nick and Jonathan breakdown the Cleveland Browns' latest draft class, focusing on the potential of Denzel Boston and Emmanuel McNeil-Warren. They explore how the reinforced roster and Todd Monken's offensive scheme will facilitate a more effective evaluation of the quarterback position. 01:26 - Browns Draft Analysis 04:23 - Receiver Depth and Roster 09:30 - Coaching Influence on Offense

The Keto Kamp Podcast With Ben Azadi
The 9-Minute Fat Loss Protocol: Why Post-Meal Movement, Protein Stacking, and Dropping Snacks Outperform 2.5 Hours of Exercise for People Over 40 With Ben Azadi | #1299

The Keto Kamp Podcast With Ben Azadi

Play Episode Listen Later Apr 25, 2026 12:06


TD Ameritrade Network
Wedbush Initiates ORCL with Outperform Rating, Shares Slide

TD Ameritrade Network

Play Episode Listen Later Apr 24, 2026 6:05


An outperform rating from Wedbush wasn't enough to push Oracle (ORCL) higher on Friday's trading session. Marley Kayden walks investors through the analyst report and corners of its business she's watching after the company's 11% decline in stock price throughout 2026. Dan Deming offers an example options trade for Oracle. ======== 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

Onramp Media
Why Bitcoin Will Outperform Every Asset for the Next Decade

Onramp Media

Play Episode Listen Later Apr 23, 2026 64:00


The Last Trade: Jackson, Michael, and Brian break down the launch of Onramp Finance, Admiral Paparo's bitcoin testimony before Congress, Kevin Warsh's Fed nomination, bitcoin outperforming as the king of safe-haven assets, BlackRock and Coinbase's influence, & why meeting the market where it's at matters.---

Where We Buy: Retail Real Estate with James Cook
University Innovation Districts Outperform Every Real Estate Metric - Where We Buy #379

Where We Buy: Retail Real Estate with James Cook

Play Episode Listen Later Apr 17, 2026 31:07


Emily Crutcher, Senior Vice President of JLL's Government and Education Division, and Elsa Wilson, Senior Analyst in Research at JLL, join the show to discuss their analysis of 18 university anchored innovation districts across the United States. They explain how these districts — from Stanford Research Park to Kendall Square — foster innovation through concentrations of research institutions, startups, corporate partners, and venture capital. Office properties in these districts command up to a 36% rent premium and retail rents see a 28% premium compared to national benchmarks. The conversation covers case studies in Cambridge, Pittsburgh, and at Arizona State University, the role of entrepreneurial retail concepts in activating these districts, and why innovation districts are increasingly relevant for investors, occupiers, and public sector leaders. James Cook is the Director of Retail Research in the Americas for JLL.  Subscribe: Apple Podcasts | Spotify  Listen: WhereWeBuy.show  Email: jamesd.cook@jll.com  YouTube: http://everythingweknow.show/ Read more retail research here:  http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.  

Creating Wealth Through Self Storage
Self-Storage Myth Number 2: REITs Outperform Small Self-Storage Owners

Creating Wealth Through Self Storage

Play Episode Listen Later Apr 17, 2026 13:41


I hear partners, people I coach, and investors ask the question, “How can a smaller independent owner compete today with REITs or a big institutional player today? They have a lot more money and people, and their cost of capital is so low.” Valid question, but the reality is, it's not that hard to outperform them. Their size also creates inherent weaknesses. Let’s take a look at what they might be and how you can beat REITs. **Self-Storage Turnaround Playbook** https://creatingwealththroughselfstorage.lpages.co/episode-476-four-steps-i-use-to-revive-a-self-storage-facility-non-fb/ **Startup Checklist** https://creatingwealththroughselfstorage.lpages.co/episode-475-self-storage-startup-checklist-4-steps-owners-miss/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **The 4 Critical Metrics Download** https://creatingwealththroughselfstorage.lpages.co/episode-474-4-critical-metrics/ **Five Mistakes PDF* https://creatingwealththroughselfstorage.lpages.co/episode-473-5-mistakes-new-owners-make-in-self-storage/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **Online Courses at The Quickstart Academy** https://TheQuickStartAcademy.com/ **Listen on Apple Podcasts** **5 KPIs we measure** https://creatingwealththroughselfstorage.lpages.co/top-5-kpi-ebook/ **My blog** Creating Wealth Through Self Storage **Facebook** https://www.facebook.com/markhelmselfstorage/ **Twitter** Tweets by MarkHelmSelfSt **The Storage World Analyzer** http://storageworldanalyzer.com/ **The QuickStart Academy Store** https://quick-start-academy.myshopify.com

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

What happens when the market is ripping to new highs but most people are still confused or calling for a crash? That's exactly what this session dives into, and honestly, it hits different because Shane walks through it in such a real, relatable way.You've got Shane out here balancing a full-time job while digging deep into trading, testing ideas, and figuring out what actually works. No hype, no pretending, just real progress. And that's what makes this so good to watch.Instead of chasing random plays, the focus here is simple. Follow the data, trust price action, and stop overcomplicating everything. Tools like OVTLYR help filter out the noise so you can actually see what matters.Here's where it really clicks:✅ How Shane uses open interest to spot smart money✅ What social arbitrage actually looks like in real trades✅ A simple breakdown of gamma squeeze moves✅ Why overthinking kills good setups✅ The mindset shift from predicting to following trendsThere's also a big reality check here. You don't need to catch the exact top or bottom. In fact, trying to do that usually costs the most. The goal is to catch the move and manage risk like a pro.This feels less like a lecture and more like sitting in on a real conversation with traders figuring it out together.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

CFO Thought Leader
1179: Why Trust Can Outperform Price | Thomas Baumgartner, CFO, voestalpine Metsec

CFO Thought Leader

Play Episode Listen Later Apr 15, 2026 53:01


As a child in Austria, Thomas Baumgartner bundled unwanted toys into mystery bags and sold them to classmates. Buyers could not see what was inside—they simply paid and took their chances. He cleared out old toys and earned spending money, he tells us. The story is lighthearted, but it reveals something enduring: an instinct to create value, move decisively, and keep looking for the next opportunity.That same mindset has shaped a career spent inside the voestalpine group. Baumgartner began in controlling roles in Austria, where he developed an early view of finance as a forward-looking discipline. A controller, he explains, is the person spotting the iceberg ahead, while others are still measuring the water temperature. The distinction matters. For him, finance was never only about recording results—it was about anticipating scenarios and helping steer the business.A promotion to the UK expanded that perspective. Suddenly, he was navigating unfamiliar pension systems, new tax rules, and a different business culture, he tells us. The move required more than technical knowledge. It demanded adaptation. Over time, he learned that direct leadership styles do not travel seamlessly across borders, and he evolved toward a more collaborative approach built on listening and buy-in.Today, as CFO of voestalpine Metsec plc, he applies that same blend of discipline and curiosity. The company invests heavily in certifications, fire testing, and trusted solutions rather than competing only on price, he tells us. He has also championed internal AI Test Labs to help employees explore new tools and generate ideas from the ground up. “Stand still is not an option,” he tells us.

Breakthrough B2B
Why long-term partnerships outperform vendors

Breakthrough B2B

Play Episode Listen Later Apr 15, 2026 15:50


The word “vendor” gets tossed around a lot in the agency world, and if you've ever been in a purely transactional relationship, you know why it doesn't feel great. You brief, they execute, they invoice and next time you're starting from scratch. No momentum, no pushback, no one really in your corner.That model works for some things. But for growing a brand, it definitely has a ceiling.Own this week's episode of Little Talks, Sam and Roop dig into why real partnerships outperform vendor relationships and what that actually looks like. The idea is that trust compounds. We've had clients take years to fully open up their data, and once they did, everything clicked into place faster and more effectively.That's what partnership is. Shared goals. Shared wins. And the willingness to challenge each other to get to a better outcome.Are your agencies building toward your long-term growth, or just checking the box?See you next week for more Little Talks!— Roop, Sam, Chelsea, and ClaudiaTell us what you think!

Surviving Outside Sales
Three Outside Sales Skills That Outperform Any AI Tool | SOS Ep. 384

Surviving Outside Sales

Play Episode Listen Later Apr 14, 2026 30:33 Transcription Available


Send us Fan MailWe cut through the AI noise and get back to what actually wins in outside sales: practiced skill. We break down the three abilities buyers test for and why tools can support your process but cannot replace your presence.• AI as an accelerator rather than a replacement for outside sales• Why skill development beats “education” and sales hacks• Knowing what questions to ask to frame the deal• Knowing what to listen for so you do not chase noise• Responding with confidence as the real separator• Using role play and repetition to sharpen performance• Preparing for “no” so objections do not throw you• How buyers judge tone, certainty, and business acumen• Why scripts break when real calls go off path• Rebuilding systems and the idea behind Sales Builder OS• What modern cold outreach gets wrong and why it gets deletedSend me a DM on LinkedIn and say, hey, I'd like to have a conversation. Support the showTo connect with the show: Subscribe, Download & Share!Would appreciate a 5-Star Rating if deserved on Spotify & Apple Podcasts!!!Connect with Mike:Mike@survivingoutsidesales.comLinkedIn: Mike O'Kelly | LinkedInCheck out your career path at:https://survivingoutsidesales.com______________________________________________________________________If you are looking for outside sales career clarity, go to:Surviving Outside Sales Scorecard

It's No Fluke
E355 Sona Khosla: Purpose-Driven Brands Outperform

It's No Fluke

Play Episode Listen Later Apr 3, 2026 33:16


In her role as Chief Impact Officer, Sona Khosla is at the helm of Benevity Impact Labs, an incubator and social innovation lab. Sona and her team bring cutting-edge data, research and insights to help organizations and individuals maximize their impact and inclusion efforts, and authentically live their purpose.As the host of the Speaking of Purpose by Benevity podcast, Sona is also a frequent guest on shows and in the media because of her expertise and sharp insight on purpose-driven business and corporate social impact.

Build Your Network
SOLO | Make Money by Getting Better at Sales Faster

Build Your Network

Play Episode Listen Later Apr 1, 2026 25:40


Travis flies solo in this episode to break down his personal blueprint for getting dramatically better at sales in a short amount of time. Drawing from years of experience in door-to-door sales, closing, and outside sales, he shares a practical, no-fluff approach to mastering the fundamentals, building confidence, and converting more conversations into customers. On this episode we talk about: Why finding the top performer and copying their process is the fastest way to improve. How volume, repetition, and script practice build real sales skill. Why tonality, body language, and delivery matter as much as the words you say. The power of asking for the sale and then sitting in silence. How empathy, discovery, and good questions make closing easier. Top 3 Takeaways Don't reinvent the wheel—study the best performer, copy their approach, and practice it at scale. The best salespeople create trust by asking better questions and truly understanding the prospect's situation. Silence is a tool, and over-talking after the close can hurt more deals than it helps. Notable Quotes “Find the top performer, do your best impression.” “Outperform everyone else's volume.” “Ask for the sale and be silent.” Connect with Travis Chappell: LinkedIn: https://www.linkedin.com/in/travischappell Instagram: https://www.instagram.com/travischappell/ Other: https://www.travischappell.com/ Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency. Capture leads, nurture them, and close more deals—all from one powerful platform.  Get an extended free trial at gohighlevel.com/travis Learn more about your ad choices. Visit megaphone.fm/adchoices

TD Ameritrade Network
Walt Disney (DIS) Sees Upgrade, Shares ‘Historically Cheap'

TD Ameritrade Network

Play Episode Listen Later Apr 1, 2026 5:23


Marley Kayden covers the latest analyst upgrade on Walt Disney (DIS). Raymond James lifted the stock to Outperform from Market Perform, citing a “very attractive valuation.” Scott Bauer sells an iron condor example options trade on Walt Disney.======== 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

The Good Leadership Podcast
The AI Paradox: When Better Results Hide Falling Capability with Charles Good | TGLP #290

The Good Leadership Podcast

Play Episode Listen Later Mar 30, 2026 21:30


Is AI making your people more capable, or just more dependent? In this solo episode of The Good Leadership Podcast, Charles Good explores one of the most important leadership questions of the AI era: what happens to judgment, expertise, and human thinking when AI starts doing more of the cognitive heavy lifting? Drawing on research from Ethan Mollick, Boston Consulting Group, behavioral science, learning science, aviation, chess, and real-world leadership practice, Charles unpacks the hidden capability gap that can form beneath rising productivity. He reveals why higher output does not always mean stronger people, how AI can either sharpen or replace human thinking, and what leaders must do now to ensure their organizations are not just faster, but genuinely smarter.Chapters00:00 The Impact of AI on Human Capability02:39 Understanding AI Adoption and Transformation04:53 The Hidden Capability Gap06:59 The Autopilot Problem and Its Lessons09:21 Cyborgs vs. Centaurs: Human-AI Collaboration11:30 The Generation Effect and Learning Frameworks13:33 Categorizing Capabilities: Risks and Strategies15:27 Patterns of AI Use: Replacement vs. Sharpening18:35 Practical Steps for Leaders20:11 The Future of Human and AI Collaboration21:07 Key Insights and Takeaways Subscribe to my Substack — Outlearn to Outperform https://charlesgood.substack.com/

The Six Five with Patrick Moorhead and Daniel Newman
EP 298: Arm's Big Bet, OpenAI's Pivot, and the Real AI Infrastructure Race

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Mar 30, 2026 53:33


Arm moves closer to owning the silicon layer, OpenAI sharpens its enterprise strategy, and a wave of geopolitical and market pressures exposes what is really driving the AI race. Patrick Moorhead and Daniel Newman unpack how compute constraints, capital intensity, and supply chain risk are starting to dictate who can scale, who can compete, and who gets left behind as the industry shifts from experimentation to execution.  The handpicked topics for this week are: Arm Unveils AGI CPU — First-Ever In-House Chip, Co-Developed with Meta: Arm steps into direct silicon production with its AGI CPU, raising questions about vertical integration, ecosystem neutrality, and how this move reshapes competition across the data center landscape (The Decode) OpenAI Kills Sora and Doubles Down on Enterprise: OpenAI pivots away from experimental consumer products to focus on enterprise adoption, signaling a sharper push toward monetization and long-term business sustainability (The Decode) Tesla, SpaceX, and xAI Introduce Terafab: A new manufacturing and compute initiative highlights the growing importance of vertically integrated infrastructure in scaling AI and advanced technologies (The Decode) AI Data Center Moratorium Act: House senators introduced the AI Data Center Moratorium Act, proposing a federal pause on new AI data center construction until comprehensive regulations are established (The Decode) RSAC 2026 Signals the Rise of Agentic AI Security: This year's conference underscores a shift toward securing autonomous systems, with agentic AI emerging as a new frontier in cybersecurity strategy (The Decode) The Flip: Can Tesla Actually Build a Semiconductor Fab? Or Is Terafab a $10 Billion Fantasy? The debate centers on whether Tesla can successfully build its own semiconductor fabrication facility to produce custom AI chips for its autonomous vehicles and Optimus robot fleets (The Flip) Intel & AMD CPU Shortage Causes Stock Surges, Along with Dell & HPE Gains: A global shortage of Intel and AMD CPUs sent both stocks surging on March 25 (Bulls and Bears) Qualcomm Is Downgraded From Outperform to Market Perform: Bernstein downgraded Qualcomm on March 26 from Outperform to Market Perform, cutting the price target from $175 to $140 with the pointed note that "investors can buy actual AI winners instead" (Bulls and Bears) NVIDIA Remains Rangebound Despite Strong Demand Signals: Even with continued demand for GPUs, market performance reflects uncertainty around valuation, supply, and future growth expectations (Bulls and Bears) For a deeper dive into each topic, please click on the provided links. Subscribe to our YouTube Channel so you never miss an episode. Disclaimer: The Six Five Pod is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and reference share prices, but nothing discussed should be taken as investment advice. We are not investment advisors. The Decode Arm Unveils AGI CPU — First-Ever In-House Chip, Co-Developed with Meta https://newsroom.arm.com/news/arm-agi-cpu-launch https://www.cnbc.com/2026/03/24/arm-launches-its-own-cpu-with-meta-as-first-customer.html https://www.reuters.com/business/arm-jumps-new-ai-chip-drive-billions-annual-revenue-2026-03-25/ https://x.com/PatrickMoorhead/status/2036426991650353243 https://x.com/danielnewmanUV/status/2036490290341748793 https://x.com/danielnewmanUV/status/2036544293616361841 https://x.com/PatrickMoorhead/status/2036537560059572518 https://x.com/PatrickMoorhead/status/2036537564304384282 https://x.com/PatrickMoorhead/status/2036537566485463459 OpenAI Kills Sora and Doubles Down on Enterprise https://x.com/PatrickMoorhead/status/2036564346419998767?s=20 https://www.nytimes.com/2026/03/24/technology/openai-shutting-down-sora.html https://www.reuters.com/technology/openai-set-discontinue-sora-video-platform-app-wsj-reports-2026-03-24/ https://www.cnbc.com/2026/03/24/openai-shutters-short-form-video-app-sora-as-company-reels-in-costs.html Tesla, SpaceX, and xAI Introduce Terafab https://www.reuters.com/business/autos-transportation/musk-says-spacex-tesla-build-advanced-chip-factories-austin-2026-03-22/ https://www.datacenterdynamics.com/en/news/elon-musk-announces-terafab-20bn-factory-will-make-chips-for-spacex-orbital-data-centers-and-tesla-vehicles/ AI Data Center Moratorium Act https://apnews.com/article/data-centers-ai-electricity-sanders-aoc-65651bd28c3d911d18eeb46cd54f4c75 https://www.axios.com/2026/03/25/sanders-aoc-data-center-moratorium-bill https://www.wired.com/story/new-bernie-sanders-ai-safety-bill-would-halt-data-center-construction/ https://www.pbs.org/newshour/politics/ocasio-cortez-and-sanders-push-bill-to-impose-ai-data-center-moratorium https://www.sanders.senate.gov/press-releases/news-sanders-ocasio-cortez-announce-ai-data-center-moratorium-act/ https://www.washingtonpost.com/opinions/2026/03/25/bernie-sanders-artificial-intelligence-claude/ RSAC 2026 Signals the Rise of Agentic AI Security https://x.com/PatrickMoorhead/status/2036028385856512294 https://www.crn.com/news/security/2026/10-hot-new-cybersecurity-tools-announced-at-rsac-2026 https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2026/m03/cisco-reimagines-security-for-the-agentic-workforce.html https://www.prnewswire.com/news-releases/35th-annual-rsac-conference-opens-flagship-event-in-san-francisco-on-monday-302721594.html The Flip Can Tesla Actually Build a Semiconductor Fab? Or Is Terafab a $10 Billion Fantasy? https://evwire.com/p/tesla-terafab-is-difficult-but-probably-not-rocket-science-says-elon-musk https://www.cbsnews.com/news/terafab-elon-musk-chips-semiconductors-what-to-know/ https://www.linkedin.com/pulse/i-wrong-musk-chip-design-im-skeptical-manufacturing-patrick-moorhead-8ckve https://x.com/PatrickMoorhead/status/2035729688098656427 https://electrek.co/2026/03/22/tesla-spacex-terafab-chip-factory-ai-desperation/ https://www.foxbusiness.com/technology/musk-says-tesla-spacex-build-advanced-chip-manufacturing-facility Bulls and Bears Intel & AMD CPU Shortage Causes Stock Surges, Along with Dell & HPE Gains https://asia.nikkei.com/business/tech/semiconductors/supply-crunch-in-intel-amd-cpus-deal-fresh-blow-to-pc-and-server-makers https://www.investopedia.com/amd-and-intel-are-leading-a-chip-stock-rally-wednesday-here-is-why-intc-11934148 https://www.tomshardware.com/pc-components/cpus/pc-makers-face-shortages-of-intel-and-amd-cpus-that-stretch-up-to-six-months-lead-time-for-orders-jumps-from-just-two-weeks-in-the-face-of-ai-demand https://www.benzinga.com/markets/tech/26/03/51458770/chip-shortage-2026-why-cpus-from-intel-and-amd-are-getting-harder-to-find https://x.com/danielnewmanUV/status/2036779062740525380 https://www.fxleaders.com/news/2026/03/25/dell-technologies-hits-all-time-high-above-178-as-ai-server-demand-fuels-record-rally/ http://markets.chroniclejournal.com/chroniclejournal/article/marketminute-2026-3-25-the-ai-factory-architect-dell-technologies-solidifies-dominance-as-hardware-infrastructure-becomes-the-new-gold https://247wallst.com/investing/2026/03/16/record-ai-orders-pushed-dell-to-a-33-4-billion-quarter-and-wall-street-still-has-doubts/ https://www.marketwatch.com/data-news/hewlett-packard-enterprise-co-stock-outperforms-competitors-on-strong-trading-day-1cde62cf-7e48d1fb4647 https://www.marketbeat.com/instant-alerts/hewlett-packard-enterprise-nysehpe-trading-up-92-whats-next-2026-03-25/ https://www.morningstar.com/news/marketwatch/20260325221/super-micro-dell-and-hpe-have-been-red-hot-stocks-this-week-whats-behind-the-big-moves https://www.investing.com/news/analyst-ratings/evercore-isi-raises-hp-enterprise-stock-price-target-on-ai-demand-93CH-4581751 http://markets.chroniclejournal.com/chroniclejournal/article/finterra-2026-3-25-the-networking-transformation-a-deep-dive-into-hewlett-packard-enterprise-hpe-in-2026 Qualcomm Is Downgraded From Outperform to Market Perform https://investing.com/news/stock-market-news/bernstein-downgrades-qualcomm-says-investors-can-buy-actual-ai-winners-4582017 https://intellectia.ai/news/stock/qualcomm-faces-2026-challenges-amid-20-billion-buyback NVIDIA Remains Rangebound Despite Strong Demand Signals https://www.thestreet.com/investing/stocks/goldman-sachs-sends-blunt-message-on-nvidia-stock-after-gtc https://247wallst.com/investing/2026/03/24/nvidias-gtc-developments-were-far-bigger-than-the-market-realizes/  

In Good Company with Nicolai Tangen
Anne Marte Pensgaard: Why does Norway dramatically outperform at the Olympics and what can business learn from it?

In Good Company with Nicolai Tangen

Play Episode Listen Later Mar 27, 2026 31:35


What's the secret behind Norway's unmatched Winter Olympics dominance? Nicolai Tangen sits down with Anne Marte Pensgaard — Professor of Sports Psychology at Olympiatoppen and a driving force behind Norway's Olympic mental training — to unpack the mindset behind the medals. They explore the "Norwegian model" of youth sport, the science of focus and psychological safety, why early specialisation can do more harm than good, and how the principles of elite sport apply to building high-performing teams and organisations. Anne Marte also shares her belief that joy, community, and gratitude are non-negotiable ingredients for sustained success. In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen and Sebastian Langvik-Hansen. Background research was conducted by Karoline Woie, Anders Meland and Bjørn Mannsverk. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

Ethical & Sustainable Investing News to Profit By!
March 2026 Sustainable Stock and ETF Picks

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Mar 27, 2026 21:57


March 2026 Sustainable Stock and ETF Picks. Includes an article with a terrific ranking of companies by their ethical standards. By Ron Robins, MBA Transcript & Links, Episode 165, March 27, 2026 Hello, Ron Robins here. Welcome to my podcast episode 165, published on March 27, 2026, titled "March 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 18 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 3 to quote from. The other 15 can be found on the webpage for this podcast edition, along with their titles and links. ------------------------------------------------------------- The Best 3 Renewable Energy Stocks to Buy and Hold for Decades from fool.com In this episode, I begin with an article on an investment sector at the core of most ethical and sustainable investors' portfolios: renewable energy. The article's title is The Best 3 Renewable Energy Stocks to Buy and Hold for Decades from fool.com. It's by Reuben Gregg Brewer. Here are some quotes on each of his picks. "1) Brookfield Renewable is 100% clean (BEP)(BEPC) Brookfield Renewable has exposure to hydroelectric, solar, wind, battery storage, and nuclear power… The assets… are spread across North America, South America, Europe, and Asia. If you are looking for a simple way to participate in the shift toward clean energy, Brookfield Renewable is a good choice… The one wrinkle is that you can buy Brookfield Renewable in two different ways. The partnership share class offers a distribution yield of 5.2% while the corporate share class has a dividend yield of 3.8%. They represent the same business and have the same dividend payment; the difference is that the corporate shares are in higher demand among institutional investors. Small investors should feel comfortable with the partnership. 2) NextEra Energy is a giant in two businesses (NEE) NextEra Energy operates one of the largest regulated electric utilities in the United States. That is the foundation on which it has built one of the largest solar and wind power businesses in the world. This combination has led to 11% annualized dividend growth over the past decade. Half that rate of dividend growth would be considered good for a utility. NextEra Energy's dividend yield is 2.7%, which is actually above the utility average of nearly 2.5%... That said, management is calling for dividend growth to slow to a still very healthy 6% in 2027 and 2028. 3) TotalEnergies mixes the old with the new (TTE) TotalEnergies will be the hardest sell as a clean energy investment because it is an integrated energy giant. That means that it is a vertically integrated oil and natural gas business. If you only want clean energy, you probably won't want to buy TotalEnergies." End quotes. ------------------------------------------------------------- 11 Best Ethical Companies to Invest In Now According to Reddit from insidermonkey.com My second article has some unusual investing options for many investors coming to my podcasts. It's titled 11 Best Ethical Companies to Invest In Now According to Reddit from insidermonkey.com and is by Noor Ul Ain Rehman. Here are some quotes from the article. "We first sifted through relevant threads on Reddit to compile a list of the best ethical companies and then selected the top 11 that were the most popular among elite hedge funds as of Q3 2025. We sourced the hedge fund data from Insider Monkey's database. The stocks are ranked in ascending order of hedge fund sentiment… All data was recorded on March 17… ​Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. 11. The Hershey Company (NYSE:HSY) Morgan Stanley lifted the price target on The Hershey Company to $247 from $238 on March 16, maintaining an Overweight rating on the shares. The firm told investors that it believes the market is overly focused on pricing rollback risk and is underestimating the earnings recovery from cocoa normalization beginning in the second half of 2026 and accelerating into 2027. 10. Cognizant Technology Solutions Corporation (NASDAQ:CTSH) On March 16, Cognizant Technology Solutions Corporation announced the launch of Cognizant AI Factory, which is a multi-tenant, enterprise-grade offering powered by Dell Technologies (DELL) and NVIDIA AI (NVDA) infrastructure and software platform. Management stated that the Cognizant AI Factory is designed to help organizations scale artificial intelligence more securely, efficiently, and responsibly, and aims at unifying the management of the AI lifecycle in a single environment. 9. Kimberly-Clark Corporation (NASDAQ:KMB) Piper Sandler cut the price target on Kimberly-Clark to $114 from $133 on March 13 and maintained an Overweight rating on the shares. The firm told investors that the company's Q1 top-line momentum is tracking in line with what it had expected, with costs hedged roughly nine months out, securing roughly the balance of 2026. However, Piper also stated that if increased oil costs persist, there could be a risk to the outlook for 2027… Kimberly-Clark sells its products under various brands, including Kleenex, Scott, Cottonelle, DryNites, Huggies, and others. 8. Ecolab Inc. (NYSE:ECL) March 16, Ecolab was upgraded to Buy from Hold by Berenberg, with the firm adjusting the price target on the stock to $326 from $300. Berenberg told investors in a research note that (Ecolab) will raise prices across all products, services, and geographies by 10%-14%, adding that it anticipates the price increases to be implemented swiftly and become a 'sticky component of Ecolab's structural pricing, rather than being rolled back'. The firm views Ecolab as a net inflation beneficiary… Ecolab offers hygiene, water, and infection prevention solutions and services. 7. FedEx Corporation (NYSE:FDX) On March 10, JPMorgan lifted the price target on FedEx to $424 from $294 while maintaining a Neutral rating on the shares. The firm told investors that it updated the company's model ahead of the earnings report. 6. Accenture plc (NYSE:ACN) TD Cowen cut the price target on Accenture to $275 from $282 on March 16, maintaining a Buy rating on the shares. The firm told investors that it updated its model ahead of the fiscal Q2 results, saying that, considering raised macro uncertainty and no clear end in sight with the Iran conflict, it believes that it is now reasonable that Accenture could just leave its FY26 growth guide as is… Accenture is a global professional services company that combines technology and leadership in data, cloud, and AI with functional expertise, industry experience, and global delivery capability. 5. Salesforce, Inc. (NYSE:CRM) March 16, Salesforce, announced the commencement of the prepayment and initial delivery of around 103 million shares under its previously announced $25 billion accelerated share repurchase (ASR) agreements. The company entered into these agreements on March 11, 2026, with certain financial institutions. Management stated that the transaction marks the largest accelerated share repurchase in history, and represents the immediate execution of half of the $50 billion aggregate Share Repurchase Program authorized by Salesforce's Board of Directors in February 2026. Salesforce, designs and develops cloud-based enterprise software for customer relationship management. 4. ServiceNow, Inc. (NYSE:NOW) ServiceNow, was upgraded to Outperform from Neutral by BNP Paribas on March 16, with the firm setting a $140 price target. The rating update came the same day ServiceNow, announced an expansion of its partnership with Carahsoft Technology Corp. to extend availability to the ServiceNow AI Platform across Carahsoft's full reseller ecosystem in the U.S. and Canada… ServiceNow, offers an AI platform for business transformation, boosting productivity and maximizing business outcomes. 3. Micron Technology, Inc. (NASDAQ:MU) On March 16, TD Cowen lifted the price target on Micron Technology, to $500 from $450 and maintained a Buy rating on the shares. The firm told investors that it updated its model ahead of the company's fiscal Q2 earnings, where a strong beat is expected. TD Cowen also said that while it continues to see upside to the buy-side view even after earnings, the majority of the long-term stock returns could be driven by re-rating… Micron Technology, provides innovative memory and storage solutions. 2. Eli Lilly and Company (NYSE:LLY) Eli Lilly was downgraded to Reduce from Hold by HSBC on March 17, with the firm bringing the price target on the stock down to $850 from $1,070. The firm told investors in a research note that it believes expectations for the total addressable market for obesity are elevated at over $150 billion, and the market is likely to be in the range of $80 billion -$120 billion by 2032, with price competition 'likely to be significant'. Eli Lilly develops, manufactures, discovers, and sells pharmaceutical products. 1. Mastercard Incorporated (NYSE:MA) Mastercard announced on March 17 a definitive agreement for the acquisition of BVNK for up to $1.8 billion, including $300 million in contingent payments. BVNK is a leader in stablecoin infrastructure. Management stated that the deal expands the company's end-to-end support of digital assets and value movement across currencies, rails, and regions… Mastercard is a technology company that provides payment solutions for developing and implementing debit, credit, prepaid, commercial, and payment programs via its brands." End quotes. ------------------------------------------------------------- Ethisphere Announces the 2026 World's Most Ethical Companies®; 2026 Ethics Premium™ Shows Honorees Outperformed Peers by 8.2 Percentage Points, from morningstar.com The last article I'm covering presents a highly respected ranking of companies according to a wide range of ethical criteria. The article's title is Ethisphere Announces the 2026 World's Most Ethical Companies®; 2026 Ethics Premium™ Shows Honorees Outperformed Peers by 8.2 Percentage Points, from morningstar.com. The article is from Business Wire. Here are some quotes from the introduction to the article. "Ethisphere today announced the 2026 World's Most Ethical Companies®, recognizing 138 companies for having best-in-class ethics and compliance programs, corporate governance practices, and cultures of integrity. Alongside the honoree announcement, Ethisphere released the Ethics Premium™, a five-year analysis comparing the stock performance of publicly traded 2026 World's Most Ethical Companies honorees with a broad global benchmark. From Jan. 1, 2021 through Dec. 31, 2025, this year's publicly traded honorees outperformed the benchmark by 8.2 percentage points. 2026 marks the 20th annual recognition of the World's Most Ethical Companies, which includes companies across 40 industries in 17 countries. This year's honorees are listed at www.worldsmostethicalcompanies.com. 2026 cohort highlights This year's cohort includes… six 20-time honorees, companies that have earned the designation every year since the recognition began. (The) six 20-time honorees: Aflac, Inc. (AFL) Ecolab (ECL) International Paper Company (IP) Kao Corporation (4452.T) Milliken & Company (Private company) PepsiCo Inc. (PEP) End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for March 2026. 1. Title: BlackRock Says Buy AI Energy Stocks Over Big Tech in 2026. Here Are 3 Top Picks from finance.yahoo.com. By James Brumley, The Motley Fool. 2. Title: How big business is rewriting the U.S. sustainability story from corporateknights.com. Introduction by Tristan Bronca and CK Staff. 3. Title: Best Renewable Energy Stocks To Watch Now from marketbeat.com. By MarketBeat. 4. Title: Billionaires David Tepper and Michael Platt Divested Nvidia Holdings and Acquired This AI Stock That Has Surged 40,000% Since Its Market Debut from bitget.com. By 101 finance. 5. Title: After 345% Run, This Solar Power Stock Heats Up As Oil Tops $102 from investors.com. By Juan Carlos Arancibia. 6. Title: socially responsible investment opportunities in renewable energy from financelipa.com. By Houssem Belhaj. 7. Title: British Land Company PLC (BLND.L) Stock Analysis: Evaluating A 20% Potential Upside Amid Robust Revenue Growth from directorstalkinterviews.com. By Olivia Thompson. 8. Title: Prediction: This Overlooked AI Infrastructure Stock Could Double in 2026. Here's Why from fool.com. By Harsh Chauhan. 9. Title: Asia Pacific's green champions step into the spotlight from corporateknights.com. By Gordon Feller. 10. Title: Three Green Energy Stocks to Buy from intellectia.ai. By Emily J. Thompson. 11. Title: Brookfield Asset Mgmt stock faces analyst scrutiny amid volatile asset management sector shifts from ad-hoc-news.de. By ad-hoc-news.de. 12. Title: The Best 3 Renewable Energy Stocks to Buy and Hold for Decades from fool.com. By Matt DiLallo. 13. Title: These top European firms are stepping up their sustainable growth from corporateknights.com. By Ashley Perl. 14. Title: The most innovative companies in corporate social responsibility in 2026 from fastcompany.com. By Anna-Louise Jackson. 15. Title: 5 Best Sustainable Investing Funds in 2026 from moneymagpie.com. By Ruby Layram. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "March 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on April 24th. See you then. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Money Wisdom
Why Women Investors Outperform Men

Money Wisdom

Play Episode Listen Later Mar 20, 2026 24:48


To celebrate Women's Day, Nick is joined by his colleague and financial advisor Jen Killilea to explore why women investors often outperform men, drawing on insights from a major Fidelity study. They highlight the behavioral advantages many women bring to investing and why those traits can lead to stronger long-term results. You'll also hear about the unique financial challenges women face, from longer life expectancy and wage gaps to caregiving interruptions and healthcare and long-term care costs. Here's what we discuss in this episode:

The Commercial Real Estate Investor Podcast
366. Will Retail Outperform Flex in 2026? | Office Hours

The Commercial Real Estate Investor Podcast

Play Episode Listen Later Mar 19, 2026 30:27


Key Takeaways: Why Retail Looks Attractive for 2026Retail is poised to outperform, especially vs. flex/industrial, due to:Very low new development (only ~30M sq ft projected in 2026, ~70% single-tenant).Steady demand and low vacancies (around 5% vacancy, which aligns with typical underwriting assumptions).The U.S. is overbuilt on retail overall, but the type of new retail has shifted:Less big-box expansion.More mixed-use and smaller retail footprints.Investor sentiment is bullish:Cap rates have stabilized.Transaction volume is above pre-pandemic levels.Example: A Blackstone affiliate bought a $432M grocery-anchored portfolio, signaling strong conviction in retail.Retail's Fundamentals & EvolutionE-commerce and Amazon did not kill physical retail, but forced:Some brands to adapt (e.g., Best Buy).Others to disappear (e.g., Circuit City).Successful retail is becoming more experiential:People still want to touch/try/see products in person.In-person shopping often beats the friction of returns from online purchases.Neighborhood Strip Centers: The Sweet SpotUnanchored / neighborhood strip centers (10k–50k sq ft) are increasingly attractive:High occupancy, steady rent growth, strong investor interest.Adaptive tenant mix and easier to manage turnover.Tyler's own portfolio of neighborhood retail:Collected ~92–93% of rents during the pandemic by working flexibly with tenants.Demonstrates resilience of well-located neighborhood retail.Market Data & Tenants to WatchStore openings (ex‑restaurants) projected to grow 1.4% in 2026.Restaurant openings projected to grow 1.8%.Tenants/brands to watch:H‑E‑B, Michaels, Walmart, Dillard's, Pop Mart, 7 Brew, Dave's Hot Chicken, HomeGoods, EOS Fitness, Chuck E. Cheese.Markets to watch (for retail strength and rent growth):Salt Lake City, Reno (NV), Indianapolis, Raleigh–Durham, Tampa–St. Pete.Forecast average rent growth ~1.5%, but value‑add deals can outperform this via:Under-market rents.Older centers with room for modernization and repositioning.How Tyler Analyzes a Retail Deal (Key Lessons)Using a Walmart shadow‑anchored strip center near Hopkinsville (~32.6k sq ft, asking $5.613M, ~7–9% cap depending on inputs):Quick back-of-the-napkin test:Purchase price per sq ft × 10% ≈ rent per sq ft needed for a 10% cap.At $171/sq ft, that's ~$17/sq ft NNN.Financials from the OM:Gross income ≈ $19.41/sq ft.NOI ≈ $15.47/sq ft → roughly $4/sq ft in expenses.Mix of NNN and gross/modified gross leases → value‑add by converting more to NNN.Modeling assumptions & challenges:Various scenarios on LTV (70–75%), interest rate (~6–6.5%), and rent bumps (1–5%/yr).With current pricing and debt costs, IRR initially comes out too low vs. a 15% target.To hit target returns, you either need:Lower purchase price, orStronger rent growth / re‑leasing at higher rates, orSome combination of both.But:Even at today's terms, the deal can cash flow reasonably:Around 6–7% cash‑on‑cash in year one at higher equity (e.g., 50% down).Debt service coverage can be acceptable (~1.2x+) at some leverage levels.With modest rent increases (e.g., ~$1/sq ft more), the value jump can be large when capitalized at market cap rates.Practical Investing TakeawaysRetail vs. Flex:Flex is “easy” and forgiving for beginners.Retail is more nuanced (demographics, visibility, traffic counts, parking).But if you buy existing, stabilized centers, much of that risk has already been “tested by the market.”Follow the big players:Watch where Chick‑fil‑A, Starbucks, major grocers, and big PE firms (e.g., Blackstone) are putting money.They've already paid for the best data and analysis—you can ride their coattails.Value-add retail playbook:Target existing strip centers, especially near strong anchors (or shadow‑anchored).Look for:Under‑market rents.Non‑NNN leases you can convert.Short‑term leases you can roll to higher rates.Small rent bumps across multiple tenants can dramatically increase property value.Tyler's Projects & Next StepsSalt Ranch boutique hotel in Nashville:Opening planned for April 1, 2026.He's currently working through fire inspections and final permits.He's written a six‑part blog series documenting the entire Salt Ranch journey (finding the deal, vendors, mistakes, etc.).Office Hours:He'll be live again next Tuesday, 8:30am Central, for Q&A on deals, breaking into CRE, and strategy.

Experts of Experience
Why "Feel First" Leaders Outperform Everyone Else

Experts of Experience

Play Episode Listen Later Mar 18, 2026 53:42


Most leaders build strategy around data and decks — and then wonder why nobody commits. Matt Marcotte has spent 34 years watching this pattern repeat across 200+ companies, from Apple to Salesforce. His conclusion: real commitment starts with emotion, not logic. In his book Built on Belief, Matt lays out a deceptively simple mental model — heart, head, hands (feel, think, do) — that explains why culture breaks at scale, why AI-perfect content repels instead of attracts, and why the companies that invest in belief outperform everyone playing the metrics game. Key takeaways: - The brain is wired to feel first, think second, act third — leaders who reverse this order get compliance, not commitment - You cannot give what you've never received: employee experience must precede customer experience - As AI commoditizes execution, belief and human connection become the true competitive advantage - The 3 C's (Clarity, Curiosity, Connection) give leaders a practical framework for aligning teams around purpose - Metrics replace purpose when companies scale without vetting for belief — and that's when culture dies Connect with Matt Marcotte: Matt's LinkedIn: linkedin.com/in/mamarcotte/ Matt's Book: https://a.co/d/065v7O29 Website: m2collaborative.com/ Email: matt@m2collaborative.com Expert of Experience is hosted by Lacey Peace and made by the team at Mission.org. Chapters 00:00:00 You Can't Give What You've Never Received 00:02:21 The "Rational Consumer" Myth and Becoming a Consumer Anthropologist 00:08:38 Heart, Head, Hands: Why the Order Matters 00:11:05 Why Startups Lose Belief at Scale 00:16:37 The 3 C's: Clarity, Curiosity, Connection 00:21:43 You Can't Give What You've Never Received 00:32:22 Patagonia, Starbucks, and the Power of Alignment 00:38:11 AI and the Rebellion Against Perfection 00:43:03 Outsourcing Meaning vs. Building Confidence 00:50:39 Lightning Round: Physical Spaces, Talking to Strangers, and Built on Belief Experts of Experience is a Mission.org production. To discover more shows designed to educate, inspire, and entertain, go to mission.org.

Whiskey Soured
163-The Ache You Can't Outperform

Whiskey Soured

Play Episode Listen Later Mar 13, 2026 64:06


Host Dominique Lovings unites with Organizational Strategist, Executive Coach and author Dr. Chanee Hawkins Ash for a powerful conversation about imposter syndrome, high-achiever burnout, faith, and purposeful alignment.Drawing from her new book, The Ache You Can't Outperform: A High Achiever's Compass For Purposeful Alignment In Life & Leadership, Dr. Hawkins Ash shares insights on overcoming self-doubt, balancing ambition with authenticity, and thriving beyond external expectations. From childhood church experiences to navigating adult success, this episode explores personal growth, healing, and building meaningful connections.If you've ever struggled with imposter syndrome, stress, or finding your purpose, this conversation is for you.https://www.drchaneedanielle.comhttps://www.amazon.in/Ache-You-Cant-Outperform-Purposeful-ebook/dp/B0G8S1SSG8

BiggerPockets Money Podcast
AVUV vs VTSAX: Why Small Cap Value Could Outperform

BiggerPockets Money Podcast

Play Episode Listen Later Feb 20, 2026 48:06


On this episode of the BiggerPockets Money Podcast, Mindy Jensen and Scott Trench are joined by Frank Vasquez to explore small cap value investing, factor research from Eugene Fama and Kenneth French, and how funds like AVUV compare to total market index funds like VTSAX. They discuss historical outperformance, diversification benefits, expense ratios, index construction differences, and whether small cap value deserves a place in your long-term portfolio. To go beyond the podcast: Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney  Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney Connect with Frank Vasquez:  https://www.riskparityradio.com/about Fairfax CASA Donation Page https://www.fairfaxcasa.org/give-now/ Father McKenna Center Donation Page: https://fathermckennacenter.org/how-you-can-help/donate/ We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices

kick outperform small cap scott trench eugene fama mindy jensen vtsax biggerpockets money biggerpockets money podcast
Velshi
Democrats Outperform in Special Elections

Velshi

Play Episode Listen Later Feb 7, 2026 40:22


Democrats outperform Republicans by wide margins in recent special elections is fueling GOP angst ahead of the midterms; Arizona authorities announce new developments in the Nancy Guthrie case; what new nuclear talks between the U.S. and Iran mean for stability in the region; President Trump's calls to ‘nationalize the voting' fuel fears of election interference To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Real Vision Presents...
Global Stocks at Record Highs, Fed Meeting Ahead, and Commodities Outperform Crypto: PALvatar Market Recap, January 27 2026

Real Vision Presents...

Play Episode Listen Later Jan 27, 2026 5:39