Podcasts about p global

Crypto News: SEC rolls out long-awaited 'innovation exemption' for tokenized securities venues. Kevin O'Leary says Congress will revisit Clarity early next year. S&P Global agrees to acquire OpenZeppelin in onchain security push.⭐️ Trade crypto perps with a free $25 bonus on Kalshi. You can trade on crypto up or down with up to 6x leverage, meaning you can put down $100 and control a $600 position. It's the first CFTC-regulated perps exchange in the country, which means no VPN and no offshore nonsense to deal with. To claim your $25 bonus, all you do is make your first $50 trade through my link - https://kalshi.com/p/thinkingcrypto 

AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transactions, and eventually negotiating with other machines on our behalf.That shift could have enormous consequences for some of the world's biggest companies.In this episode, I look at the rise of agentic commerce and a simple framework for determining which businesses are most exposed: How much of their value comes from removing friction, and how much scarce infrastructure or capability remains once that friction disappears?We break down what this could mean for Booking Holdings, DoorDash, Intuit, Google, Amazon, Uber, Duolingo, Microsoft, Meta, Visa, Mastercard, ASML, S&P Global, Costco, Netflix, Texas Roadhouse, and more.Some businesses may lose their direct relationship with the customer. Others could become even more valuable as AI agents increase transactions, computing demand, and the need for trusted infrastructure.The question may no longer be, “Can AI automate this business?”It may be: “What happens when an AI agent becomes the customer's gatekeeper?”0:00 The Agentic Commerce Thesis2:03 Meta Muse: The First Real Consumer Agent5:43 How AI Agents Could Reshape Business7:26 The Friction Framework: Who Is Most Exposed?11:57 The Four Stages of the Agent Economy18:28 Booking Holdings, DoorDash & Intuit27:12 Google, Amazon, Uber & Duolingo32:15 Microsoft, Meta, Visa & Mastercard36:50 ASML, S&P Global, Costco, Netflix & Texas Roadhouse41:14 Which Companies Are Most Exposed to AI Agents?

Data centers are the crucial rate limiting factor for the Hyperscaler's growth, and in turn, power supply is the rate limiting factor for those data centers. Who is financing that power infrastructure? How are they doing it? And indeed, what happens if there's a correction in the market or the flood of money leads to overcapacity? And what is the best analogy in historical capital cycles to examine this current infrastructure build out with? Our guest argues that it's the shale revolution. Joining me in my office in Houston is Hil Vaden, Executive Director over the Energy Capital Insights Group at S&P Global, who themselves are hosting the Financing US Power Conference on September the twenty-eighth through the thirtieth here in Houston, covering many of the topics we discuss here.Sign ups and details here:https://www.spglobal.com/energy/en/events/conferences/financing-us-power? For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

Crypto News: Democrats reject the Republicans new Clarity Act draft bil but are sending over a counter offer the crypto bill ahead of tomorrow's Senate vote. Banks push back on stablecoin yield circuit breaker language in the bill. Elizabeth Warren and democrats push back on ethics language. ⭐️ Trade crypto perps with a free $25 bonus on Kalshi. You can trade on crypto up or down with up to 6x leverage, meaning you can put down $100 and control a $600 position. It's the first CFTC-regulated perps exchange in the country, which means no VPN and no offshore nonsense to deal with. To claim your $25 bonus, all you do is make your first $50 trade through my link - https://kalshi.com/p/thinkingcrypto

OpenAI has introduced ChatGPT for Financial Services, a specialized platform powered by the GPT-6 Astra model and developed alongside major institutions like Morgan Stanley. This new tool integrates high-quality data from sources such as S&P Global and PitchBook to automate complex tasks traditionally performed by junior Wall Street bankers. Users can now generate financial models, research notes, and pitchbooks that automatically format to a firm's specific style within Excel and PowerPoint. While industry experts highlight the significant efficiency gains and the shift toward AI-driven decision infrastructure, others raise concerns regarding the future of the traditional apprenticeship model in banking. Ultimately, the release signals a strategic move by OpenAI to transition from a general-purpose tool to deeply integrated, industry-specific solutions.

Oil industry analysts were hopeful earlier this year that Trump's war in the Middle East would be short-lived. But it's become clear that an open flow of oil through the Strait of Hormuz will require sustained cooperation between the U.S. and Iran. S&P Global now expects dampered production and choppy prices to continue into 2027. Also in this episode: Trucking costs are pushed up by record-breaking diesel prices and a shortage of English-speaking drivers. And, is it a good idea to use AI to develop pharmaceutical drugs?Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:The oil roller coaster reaches new heights — and it's a bumpy ride aheadTrucking costs are rising fast. That could mean even more inflation for consumersThis audio affects business is still waiting on tariff refundsHow this Georgia factory is surviving America's solar policy whiplashIf AI helps speed up drug development, can the FDA keep up?The construction manager who quit his 9-to-5 to build something for himself

Oil industry analysts were hopeful earlier this year that Trump's war in the Middle East would be short-lived. But it's become clear that an open flow of oil through the Strait of Hormuz will require sustained cooperation between the U.S. and Iran. S&P Global now expects dampered production and choppy prices to continue into 2027. Also in this episode: Trucking costs are pushed up by record-breaking diesel prices and a shortage of English-speaking drivers. And, is it a good idea to use AI to develop pharmaceutical drugs?Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:The oil roller coaster reaches new heights — and it's a bumpy ride aheadTrucking costs are rising fast. That could mean even more inflation for consumersThis audio affects business is still waiting on tariff refundsHow this Georgia factory is surviving America's solar policy whiplashIf AI helps speed up drug development, can the FDA keep up?The construction manager who quit his 9-to-5 to build something for himself

Jeanne Mpondo asked a room full of women in London whether anybody there was investing in anything. Not one hand went up. She then asked who owned their home or held a pension, and hands went up all over the room.Jeanne Mpondo is a St. James's Place partner running her own practice in London, and a former senior data analyst at S&P Global. She came into financial planning by accident, after helping her uncle raise the funding for long term care.She talks to Sam Oakes about coming through the St. James's Place Academy with three children at home, choosing to build her own practice from nothing rather than inherit a client bank, and specialising in women who are independent business owners and senior executives in the city. Running underneath it all is a language problem: the profession keeps describing money in words that do not match how a lot of clients experience their own.Around 56% of the world's wealth is expected to be in the hands of women from 2027. Jeanne is candid about what she has learned about actually reaching that client, from the 37 to 45 age window she works in to the reason her clients book that first meeting on their own.Key Takeaways:• The question that emptied a room of raised hands, and what it revealed about how clients hear the word investing• Why her female clients come to the first meeting alone, and what changes when the spouse finally joins• The asset most women overlook in a divorce until the negotiation has already moved past it• What a career break quietly costs a pension by 60, and the window to make it back• Why she tells anyone eyeing the partner route to bank two to three years of resources first• The half of the qualification nobody warns you about, and it is not the examsFinancial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

Shutterstock Track 1219389Monetization ID TFGEPGEI0LHEIJAIKia ora.Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from interest.co.nz.Today we lead with news financial markets are in a holding pattern today.First we should note that this coming weekend will be a major long weekend holiday in the US, for Monday's Labor Day. The means US markets will likely be quieter than normal until Tuesday their time, Wednesday ours. But they will still release their August non-farm payrolls report tomorrow and that is expected to show a +56,000 jobs gain and continuing the low expansion that has been usual in 2026.Today, the US initial jobless claims data for last week was released coming in at just over +170,000 and slightly more than seasonal factors would have indicated. There are now 1.74 mln people claiming these benefits, lower than a year ago and two years ago on much tighter eligibility requirements.The widely watched ISM services PMI came in marginally better than expected and better than for July with gains in activity and new business, but falling employment metrics. Twelve industry sectors indicated growth in August, one fewer than the previous month, while five reported contraction, up one compared to July. Price pressures remain very elevated at its highest level since August 2022. The S&P Global services PMI was also out overnight showing a similar expansion even if the details were different; jobs growth hits highest since January 2025, and input costs and selling prices increases were at a slower rate. Take your pick.There was an interesting speech from Fed heavyweight Christopher Waller, someone once floated as a possible Trump pick to replace Powell. Perhaps predictably he lined up with Kevin Warsh on pulling back on forward guidance communication, although he has staked out a full need to communicate of most other aspects of Fed thinking. This speech shows he isn't in the camp worried about current inflation risks because he thinks the peak pressure has passed. That tone took some sting out of the US Treasury bond yields today.The US also released its broader trade result for July, covering both goods and services. This confirmed the trade deficit spike we saw in the earlier merchandise-only data. In this case their services surplus was weak, so had a minimal impact on the large and growing goods deficit. Both exports and imports of services fell, notably for travel and financial services. Overall this deficit is now its largest in sixteen months when the pre-tariff stockpiling was at its peak.Canada also reported trade data for July, and while they still have a surplus, it was much narrower that expected. Exports fell while imports rose. It was their first export decline in six months.The Japanese yen has climbed to the ¥155:USD level, its highest since early August as traders priced in the chance of faster Bank of Japan interest rate hikes. The Bank of Japan next meets in two weeks from today.In China, their private services PMI by S&P Global (RatingDog) came in positive and certainly better than the contracting official version. The rise was soft but better than market forecasts. The increase was from better domestic demand, while foreign sales rose for the fourth straight month, but at a more modest pace than in July.The EU said producer prices there rose more sharply in July than June, but only by what they had in May - although that was a fast pace, and well above what they were expecting. For the whole EU, they were up +5.6% from a year ago and largely driven by the +12.5% rise in fuel costs. They were expecting only a +4.6% rise in overall PPI increases. Of special worry however will be that these costs rose at a very fast +1.4% in July from June.In Australia, they advised that their exports fell in July from June by -3.3% and their imports fell by -2.5%, giving them a reduced merchandise trade surplus of AU$1.9 bln. A year ago, that surplus was +AU$6.2 bln.Global container freight rates were unchanged from last week, and are now +110% higher than year ago levels. Global bulk cargo rates are +8.5% higher than week ago levels, in fact now their highest since May 2022. That puts them up +68% from a year ago.The UST 10yr yield is now just on 4.77%, down -3 bps from yesterday at this time.The price of gold is now at US$4486/oz, and up +US$114 from yesterday at this time. Silver has risen +US$2 to just on US$67/oz. Meanwhile the Dutch central bank has confirmed it has moved it gold holdings out of the US "to improve tradability", but likely also to prevent the Trump Administration from using them as a bargaining chip.Oil prices are -50 USc lower at just on US$91/bbl in the US, while the international Brent price is just over US$95/bbl and down -US$1.The Kiwi dollar is up +40 bps from yesterday at just on 58.9 USc. Against the Aussie we are up +20 bps at 81.7 AUc. Against the euro we are up +10 bps at 50.6 euro cents. That all means our TWI-5 starts today at just on 62.2, up +30 bps from yesterday.The bitcoin price starts today at US$81,011 and up +4.7% from yesterday at this time. Volatility over the past 24 hours has been moderate at just on +/-2.8%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again on Monday.Track 1219389Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news bond yields worldwide climbing as rising oil prices are raising inflation concerns. Financial markets have raised the chance of widespread interest-rate hikes. US Treasury 10 year yields hit 2025 highs at 4.8%, while Japan's equivalent rate hit 3% for the first time since 1996. German bund yields climbed to 15-year highs and UK gilt yields to 18-year highs. Not helping are a new round of attacks by a trigger-happy US on Iran. But first, there was a full dairy auction overnight and the overall results were modestly positive. Prices in USD were up +0.9% and up +0.6% in NZD. The big mover down was cheddar cheese suffering a -6.6% fall. The big mover up was SMP with a +5.3% gain. WMP was very little-changed. In fact, SMP prices are now higher that WMP prices, the first time like this since July 2022. In between, the WMP premium actually got as high as +US$1550/tonne. In the US, there were two factory PMIs out for August, both essentially holding a moderate expansion there. The widely-watched ISM one came in fractionally lower than for August, with new orders growing at a slightly slower rate and price pressure little-changed. The internationally benchmarked S&P Global one was little changed, noting output and orders both rising at slower rates, with stock building efforts continuing amid supply issues and higher prices. The US Logistics Managers' Index fell for a second consecutive month due to a slowdown in inventory expansion, while logistics costs continued to rise at a high pace. July JOLTS data shows job openings rising while quits fell, but these changes were actually quite minor. The US RCM/TIPP optimism index is still in an easing trend that started in early 2025, but it has held at a modest level in August, similar to the June and July levels. There were offsetting shifts with greater confidence among investors and higher-income households, but a deterioration in sentiment for non-investors and lower-income households. Meanwhile the Dallas Fed services sector activity moderated in August, but is still expanding. The Canadian factory PMI was little changed where their expansion was maintained at solid rate with output, new orders and employment all rising in August. Japanese consumer sentiment rose again in August, something it has been doing consistently since April. As we suspected, the private China factory PMI by S&PGlobal (Rating Dog) came in much more positively that the official version, and expanded at a rate that beat estimates, even if it is modest. How sustainable that improvement is will be interesting to see because input price inflation rose but output prices fell for first time in 2026 so far. And we should probably note that China's government debt is now at ¥100 tln for the first time (NZ$25.3 tln),107% of their GDP. And that is just their central government. (But to be fair, a notable part of that rise involves a shift from old opaque local government debt to a more transparent national treatment.) While that may seem high (and it is), the equivalent US federal debt level is 124% of their GDP. For New Zealand it is 49%, for Australia 34%. EU CPI inflation came in at 3.3% in August, the expected level, but up from 2.9% in July. All this rise was fuel cost related. Their core CPI rate actually dipped slightly to 2.4%. Meanwhile, German retail sales actually fell, and quite hard, down -2.5% in real terms in July from a year ago with the current month drop an outsized -3.4%, so the recent bite has been aggressive. In nominal terms there year-on-year levels are just level-pegging. Australian building consents were expected to fall in July and they did, and by about the expected amount, down -3.6% from June to remain up +9.0% from a year ago. House consents fell -4.2% but multiunit consents held little-changed (-0.4%). Still, that leaves the multiunit sector up almost +20% from a year ago. (Some of those are likely to have been Bathla developments in Western Sydney, so are unlikely to proceed now.) The UST 10yr yield is now just on 4.80%, up another +4 bps from yesterday at this time. The price of gold is now at US$4335/oz, and down -US$97 from yesterday at this time. Silver has fallen -US$1.50 to just under US$64.50/oz. Oil prices are up +US$4.50 at just over US$90/bbl in the US, while the international Brent price is just under US$94.50/bbl. The Kiwi dollar is down -30 bps from yesterday at just on 58.9 USc. Against the Aussie we are down -20 bps at 82.4 AUc. Against the euro we are also down -20 bps at 50.8 euro cents. That all means our TWI-5 starts today at just over 62.4, down -30 bps from yesterday. The bitcoin price starts today at US$77,297 and down -2.0% from yesterday at this time. Volatility over the past 24 hours has remained modest at just on +/-1.2%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news renewed fighting in the Persian Gulf from Trump's 'forever wars' is pushing oil prices up again and sentiment lower on the impending new shot inflation will get. So, the yield on the US 10-yr Treasuries rose again now to 4.76%, its highest since January 2025. with market bets rising for a US Fed rate hike later this month. But all the US news isn't downbeat. A surge in new orders has accelerated the Dallas Fed factory survey up sharply to its most positive level since January 2025 which was its best since the pandemic recovery, even it that was an isolated event. Price pressures were stable but markedly elevated, rising further for prices paid but easing slightly for prices received. Across the Pacific, and after the unexpected fall in June, Japanese retail sales surged back in July to be +4.4% higher than year-ago levels and restoring the strong gains they have been posting since March. In China, their factory PMIs for August improved marginally as expected but not by quite enough to avoid another contraction. Meanwhile their service sector PMIs were also expected to improve, but they didn't, staying with the same contraction they recorded officially in July. We need to note that these official surveys have been running more conservative than the private S&P Global alternatives recently. The S&P Global version is due out tomorrow for the factory sector, and on Thursday for the services sector. India said its Q2-2026 economic activity expanded +7.8% from a year ago, the same as in Q1-2026 and much better than was expected (+7.1%). Germany said it's consumer price inflation rate edged up to 2.9% in August, its highest since April, but below market expectations of 3.0%. In August fuel costs rose more than +10% but food was up only +0.1% from a year ago. In Australia, the Melbourne Institute's survey shows inflation expectations rose by 0.2 percentage points in August to 4.9%. This follows from a three-month period of moderating inflation expectations. Wage expectations also rose in August, after remaining static for a prolonged period. And staying in Australia, Cotality reported that house prices fell -0.9% in August from July, following a -1.2% decline in July. Overall, house prices are now -3.6% below their peak, although still +2.7% higher than a year earlier. The housing downturn has now spread across more capital cities and regional centers, and further policy tightening by the RBA points to tougher conditions ahead. Sydney and Melbourne again led the declines, falling -4.6% and -4.7%, respectively from this time last year, the only capital cities to now be lower on an annual basis. And of course, this comes at the same time NSW Bathla has essentially collapsed, waiting to see it it can get some lifeline loans to finish some in-progress developments. But essentially it is kaput. There is a pre-insolvency scramble underway over the dying carcass. And staying in NSW, they have had their warmest winter in more than 150 year of records. Now the whole east coast is getting ready for a sizzling summer, as strong as Europe is having. Essentially there was no ski season at Threadbo this year, for the first time ever. New Zealand should prepare for an influx of climate refugees. More generally, international air cargo volumes were up +4.7% in July from a year ago, up +5.2% in the Asia Pacific region. Interestingly, air cargo volumes into the giant US market were up more than +7%, but they shrank around their domestic market. Meanwhile international passenger travel actually fell in July, not by a lot to be sure, but a fall is unusual. Both Middle East and US travel shrank. International travel in the Asia Pacific region declined too even if not so pronounced. Australian domestic travel shrank in a similar manner. The UST 10yr yield is now just on 4.76%, up +4 bps from yesterday at this time, down -2 bps for the week. The 30 year yield is at 5.25%, also up +4 bps and almost back to its October 2023 levels again. The price of gold is now at US$4432/oz, and down -US$22 from yesterday at this time. Silver has held at just over US$66/oz. Oil prices are up +US$2 at just over US$85.50/bbl in the US, while the international Brent price is just on US$90.50/bbl. The Kiwi dollar is up +10 bps from yesterday at just on 59.2 USc. Against the Aussie we are holding at 82.6 AUc. Against the euro we are down -10 bps at 51 euro cents. That all means our TWI-5 starts today at just over 62.7, up less than +10 bps from yesterday. The bitcoin price starts today at US$78,879 and down a very minor -0.2% from yesterday at this time. Volatility over the past 24 hours has been modest at just on +/-1.2%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

On this episode of The Joe Reis Show, I'm joined by Dan Bennett, Head of Technology for the Enterprise Data Organization at S&P Global.We get into what it actually looks like to build with modern AI coding tools like Claude Code. Not just as a toy, but for writing production-grade C++. Dan walks through how he built an open-source RDF extension for DuckDB, why rock-solid test coverage is non-negotiable when working with LLMs, and why engineering leaders need to keep their hands dirty to understand where this tech is headed. We also react to the breaking news of AWS acquiring DuckDB Labs, talk through the shift from "human-in-the-loop" to autonomous agents running in headless VMs, and dive into why data semantics across organizational boundaries remains one of the hardest - and most important - unsolved problems in our industry.Website: https://nonodename.com/

Performance thinking sales enablement is about more than training sellers. JD Singh argues that sales strategy only matters when it changes what sellers actually do. So how do you turn strategy into daily sales behavior? JD Singh, SVP & Global Head of Sales, Enterprise Solutions at S&P Global, joins Harry Kendlbacher to unpack how sales leaders can scale these behaviors without relying on a handful of “super sellers.” They explore why negotiation starts before price, why generic knowledge can kill an executive meeting, and how building the ROI case with the customer can change the entire sales conversation. JD also shares why frontline managers are critical to making sales transformation stick, and what he means by “industrialising” sales performance. ⏱️ Timestamps 00:00: The real challenge of building a customer first sales culture 01:35: Why merged sales teams struggle to share one commercial identity 06:37: Customer centricity without sacrificing margin 09:32: Why negotiation starts before the price conversation 14:30: From vendor to trusted business advisor 19:08: How to industrialise sales performance and make change stick 23:32: Building the ROI business case with the customer What you'll hear about • Why sales leaders need to replace individual “super seller” dependency with repeatable frameworks • How treating negotiation as a continuous process changes the way sellers approach customers • Why generic knowledge can lead to a very short executive meeting • How frontline managers, playbooks, leading indicators, and continuous reinforcement make sales enablement actually stick • Why customer-provided data can make an ROI business case far more powerful About JD Singh JD Singh is an experienced sales management strategist with 22+ years of experience driving sales growth and leading high performing teams. As SVP & Global Head of Sales, Enterprise Solutions at S&P Global, he focuses on customer ROI, reducing TCO, building strong customer relationships, and helping sales teams outperform. Connect with JD on LinkedIn: https://www.linkedin.com/in/jd-singh-0818504/

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Aschenbrenner-Paradoxon, die Zeitenwende bei Geely und eine AAA-Idee, die keine Auto-Aktie ist. Außerdem geht es um S&P Global, Sandisk, Micron Technology, Bloom Energy, TSMC, Nebius Group, CoreWeave, STMicroelectronics, Applied Digital, Riot Platforms, SharonAI Holdings, ServiceNow, Autodesk, Adobe, Elastic, Shopify, Workday, Quantum Computing, Ondas Holdings, indie Semiconductor, SoundHound AI, Centrus Energy, SpaceX, Nvidia, OHB, Airbus, Geely Automobile Holdings, Strategy, Tesla, Home Depot, Baidu, Klarna, Xiaomi, Pony AI, Keysight Technologies, SK Hynix, Intel, Redeia, Schroders, Daimler Truck, Mercedes-Benz Group, Porsche AG, Global X Data Center REITs & Digital Infrastructure (WKN: A2QPB0), First Trust Nasdaq Clean Edge Smart Grid Infrastructure (WKN: A3DGK5), Global X European Infrastructure Development (WKN: A40E7B), iShares Global Infrastructure (WKN: A0LEW9), BNP Paribas Easy ECPI Global ESG Infrastructure (WKN: A3EWYS), SPDR Morningstar Multi-Asset Global Infrastructure (WKN: A12EAR). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Dupree Financial Group  Blog & Podcast The Tom Dupree Show The Financial Hour · Hour 2 · August 8, 2026 Is the AI Rally a Bubble? What Retirees Should Watch For The Tom Dupree Show | Dupree Financial Group | dupreefinancial.com | 859-233-0400 By Tom Dupree, Founder, Dupree Financial Group III     Ii               I iiI.  Is this AI Rally Built to Last? Turn on any market report lately, and you’ll hear the same story: a handful of AI-linked names are doing most of the heavy lifting. On this week’s Financial Hour, Tom sat down with analyst James Dupree and market analyst Michael Dawahare to talk through what’s actually driving that rally — and it’s a more complicated story than “AI stocks are up.” The conversation opened with reshoring: American companies bringing manufacturing back from overseas, and the market slowly absorbing the idea that this makes more sense than the offshoring wave of the ’70s, ’80s, and ’90s. From there it moved into the AI infrastructure buildout, the old industrial companies suddenly catching a second wind because of it, and a cautionary tale about a leveraged AI hedge fund that lost 78% of its value in three weeks. Tom, James, and Michael walked through the Gold Rush and dot-com parallels, why diversification matters more than ever in a fast-moving sector, and where Dupree Financial Group is finding value right now — financials, insurance, mortgage REITs, and energy. The short version: something real is happening in AI and in American manufacturing. But a real trend and a sure thing are two very different things, and knowing the difference is the whole job. “There’s gonna be people riding high on AI right now who in four years may not be. Don’t just focus on the new technology — ask what are the derivative trades, what can go wrong. Because something will.” — Tom Dupree Topics Covered Why the market is absorbing the reshoring of U.S. manufacturing — and why that’s different from a tariff headline The AI infrastructure buildout, and which “old economy” companies (Johnson Controls, Cummins) are catching a second wind from it The Leopold Aschenbrenner story: how a 4x-leveraged AI fund went from $45 billion to a forced $10 billion sale in about three weeks Gold Rush and dot-com parallels — and who actually made the money when a boom goes bust Regional mall traffic and the return of in-person, live entertainment spending as a signal worth watching Why financials, insurance, and mortgage REITs are on Dupree Financial Group’s radar right now The capital gains tax cost of trying to “sell at the top” and buy back in lower Why a “set it and forget it” approach is especially risky in a fast-moving sector like AI Security concerns as new AI models test the limits of their own guardrails Key Takeaways Reshoring is showing up in the data, not just the headlines. Manufacturing activity has expanded for several consecutive months, and reshoring initiatives have driven a meaningful number of announced U.S. manufacturing jobs since 2010 — a trend the show connected directly to the “picks and shovels” companies benefiting from it. AI infrastructure spending is running far ahead of AI revenue. The largest tech companies are on pace to spend hundreds of billions on AI infrastructure this year alone — spending that, by some estimates, is outpacing the revenue AI products are currently generating. That gap is exactly what Tom, James, and Michael were pointing to when they said “something will go wrong.” Leverage turns a good idea into a forced sale. The Leopold Aschenbrenner fund didn’t lose money because AI was a bad bet — it lost money because a 4x-leveraged position can only absorb so much of a pullback before it’s liquidated. That’s a lesson about position sizing, not about AI. History says the “picks and shovels” companies often outlast the flashiest players. Tom’s Levi Strauss story from the Gold Rush isn’t just a fun aside — it’s the show’s real thesis. When a boom happens, the companies supplying the boom sometimes outlast the speculative names chasing it. Diversification is what protects you when some AI names don’t make it. Nobody on the show argued AI is fake. The argument was that not every AI company will succeed, and a portfolio built around five or ten concentrated bets is a very different risk profile than one spread across sectors. Trying to time a pullback can trigger its own tax bill. Selling a highly appreciated position to avoid a possible drop means paying capital gains tax on the gain — which, as James pointed out, can functionally act like selling at the top even if the stock never actually drops that far. Dividend-paying sectors remain the core of the plan, regardless of what AI does next. Financials, insurance, mortgage REITs, and energy were named as areas of current focus — companies tied to real, ongoing economic activity rather than to a single technology cycle. “Set it and forget it” is the riskiest approach in a fast-moving sector. The show’s closing message: stay alert, stay informed, and know what you own — because in a sector that can move 10-15% in a day, being asleep at the wheel is exactly when it costs you. The Reframe: What This Means for Your Portfolio Here’s where we’d push the conversation a step further than the show had time for. The AI story and the reshoring story aren’t really two separate topics — they’re the same story told twice. Both are examples of real, durable economic activity attracting an amount of capital that may or may not be justified by what it produces. The five largest U.S. tech companies are on pace to spend somewhere in the range of $660–690 billion on AI infrastructure this year alone, nearly double the year before, according to industry analysis from Futurum Group. Other estimates put the ratio of AI infrastructure spending to AI software revenue at close to eighteen-to-one, per S&P Global research reported by ETF Trends. That doesn’t mean the technology is fake — it means the payoff isn’t set to arrive on the same timeline as the spending, and it may not arrive on that timeline at all. The Bank for International Settlements — essentially the central bank for the world’s central banks — has already flagged the scale of this spending as a risk worth watching, noting that combined AI capital expenditure across 2025 and 2026 is outpacing the free cash flow of the companies funding it, per Fortune’s reporting. Fidelity’s own research team has taken a more measured view, noting that as of early 2026 they aren’t yet seeing some of the classic bubble warning signs, like shrinking free cash flow among the AI leaders — but they’re watching closely, and so should you (Fidelity). Both things can be true at once, which is exactly what Tom, James, and Michael said on air. This is precisely the environment dividend-focused, diversified investing was built for. Research from Hartford Funds, using data going back to 1973, has found that companies that grew or initiated a dividend have historically delivered higher returns than the broader market with meaningfully less volatility than non-dividend payers (Hartford Funds). That’s the case for owning financials, insurance, and energy alongside — not instead of — exposure to the AI and reshoring trends. You get to participate in the buildout without betting the whole plan on any single piece of it working out on schedule.     Related Reading Listen to this episode and browse past shows on the Podcasts page Learn more about our approach and team on the About Us page Schedule your own complimentary portfolio review from the DFG homepage About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 48-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at dupreefinancial.com under the Podcast tab. TD Tom Dupree Founder of Dupree Financial Group and host of The Tom Dupree Show. Tom started in the investment business in 1978 as a municipal bond salesman, and has spent 47 years building an income-first, fee-only approach to retirement investing in Lexington, Kentucky. Schedule a Complimentary Portfolio Review If you’re not sure whether you know what’s actually driving your portfolio’s gains right now — and whether it could unwind as fast as it built — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400 | Visit: dupreefinancial.com { "@context": "https://schema.org", "@type": "PodcastEpisode", "name": "Is the AI Rally a Bubble? 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What Retirees Should Watch For | Dupree Financial Group appeared first on Dupree Financial.

Join us for an insightful episode of The Brand Called You, where Ashutosh Garg speaks with Gauri Jauhar, Global Executive Director, Strategic Climate and Energy Initiatives at S&P Global Energy.Gauri shares her remarkable journey from studying economics to leading global initiatives in the energy sector. She introduces her Five Leadership Signatures—building kind workplaces, simplifying complexity through practical frameworks, fostering meaningful dialogue, creating successful coalitions, and developing future-ready leaders.Discover why kindness is an underrated leadership strength, how psychological safety fuels high performance, why listening is a true leadership superpower, and how balancing hard and soft skills is essential in an AI-driven world.Whether you're a business leader, entrepreneur, manager, or young professional, this conversation offers practical insights into leading with purpose, navigating complexity, and building resilient, high-performing teams.Key topics include:Leadership in an AI-driven worldKindness and psychological safety at workSimplifying complexity with practical frameworksThe power of dialogue and active listeningBuilding successful partnerships and coalitionsDeveloping future-ready leadersCareer advice for young professionals

An increasing number of solar marketplaces have entered a new phase – one where achieving strong, ongoing installation rates depends heavily on system flexibility. Recorded live at The smarter E Europe 2026 in Munich, this episode of pod brings together two conversations that examine how solar marketplaces are changing in the face of this new reality, which includes falling capture prices and the rapid rise of battery energy storage. Host Jonathan Gifford is first joined by Edurne Zoco, Executive Director of Clean Technologies and Supply Chain at S&P Global, for a wide-ranging look at the major trends in global solar in 2026. Zoco explains why a temporary slowdown in installations masks a future continued growth trajectory, how batteries are becoming indispensable as solar penetration increases, and why the distributed market segment is gaining momentum across Europe. The episode then shifts to Brazil with Barbara Rubim, recently elected President of AB Solar, who outlines the obstacles facing what was one of the world's fastest-growing solar markets. Rubin reflects on Brazil's rapid expansion to nearly 70 GW of installed capacity, the growing impact of renewable-energy curtailment, and the pivotal role that the country's first large-scale storage auctions could play in unlocking the next wave of development. Taken together, these conversations reveal the urgency of a shift towards energy storage, and how smarter market design and technologies will allow that storage to deliver greater value and flexibility across electricity networks. ✉️ Questions or feedback? Write to us at podcast@thesmartere.com

Kevin discusses and covers the following stories: Hurricane season began on June 1, how is this season is shaping up compared to previous seasons; oil prices react to progress in a diplomatic resolution to the Iran war and potential increased traffic through the Strait of Hormuz; President Trump calls on oil companies to reduce gas prices in line with oil prices; S&P Global released their U.S Manufacturing Purchasing Managers' Index and the Institute for Supply Management released their Manufacturing Business Survey; Wabash reacts to requests from fleets for 2027 building slots; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way.

Synopsis: The guest on today's podcast is a representative of Braidwell LP, a registered investment adviser. Braidwell invests on behalf of its clients and either holds, or may in the future hold, positions in the securities discussed. His statements are not intended to provide investment advice, discuss comprehensive investment risks, or constitute an offer to transact in any security. The information presented is for general information purposes only and will not be updated. For years, AI has promised to transform drug discovery—but why hasn't that promise translated into more approved medicines? In this episode of Biotech 2050, host Rahul Chaturvedi sits down with Nick Myerberg, Partner and Head of Artificial Intelligence and Technology at Braidwell, for an in-depth discussion on where AI in biotech has succeeded, where it has fallen short, and why the next generation of AI-native drug discovery may finally deliver breakthrough therapies. Nick traces the evolution of computational biology—from early mathematical models to AlphaFold and today's emerging agentic AI systems—and explains why proprietary data, scientific judgment, and tightly integrated laboratory feedback loops are becoming the real competitive advantage. He shares how Braidwell evaluates AI-first biotech companies, what separates lasting platforms from hype, and why the future belongs to organizations that redesign discovery around AI rather than simply adding AI to existing workflows. The conversation also explores autonomous laboratories, AI-designed medicines, the changing economics of biotech, and the evolving role of scientists in an era where human expertise and machine intelligence increasingly work side by side. Whether you're an investor, biotech founder, researcher, or AI enthusiast, this episode offers a thoughtful roadmap for understanding how artificial intelligence is reshaping the future of drug discovery. Biography: Nick Myerberg, Partner and Head of Artificial Intelligence and Technology, Braidwell Nick Myerberg is a Partner and Head of Artificial Intelligence and Technology at Braidwell, a life sciences investment firm dedicated to building and backing companies that transform human health. Working at the intersection of computation, biology, and capital allocation, Nick engineers systems that shape investment decisions and scientific discovery, and he invests in the scientists and founders forging AI-native approaches to biology. Before joining Braidwell, Nick built machine learning systems at Bridgewater Associates and at S&P Global's Kensho Technologies. He was also a founding volunteer at NeighborShare, a nonprofit that connects families in need with local donors. Nick was selected as a member of the inaugural 2026 cohort of the Aspen Institute's Technology Leaders Initiative, a fellowship within the Aspen Global Leadership Network bringing together senior leaders shaping the future of artificial intelligence and frontier technologies. Nick is broadly interested in how advances in computation reshape the pace and structure of scientific discovery, and in building the discovery infrastructure required to increase the world's scientific bandwidth. Nick earned a B.A. from Wesleyan University and later studied history and philosophy of science at the University of Cambridge.

The ongoing war in Iran has been called the biggest energy crisis in history. How is it changing the plans of countries and companies? Which changes will be permanent? Ravi turns to Daniel Yergin, the world's foremost expert of the oil industry and its history. Yergin is the vice chairman of S&P Global and the author of The Prize, The Quest and, most recently, The New Map: Energy, Climate, and the Clash of Nations. Plus, Ravi shares his read on the expanding conflict in the Middle East. Philip H. Gordon: There's Only One Way Out of Trump's Reckless War Allison Minor and Nate Swanson: How to End the Iran War Fatih Birol: The Global Energy Map Is Being Redrawn in Real Time Michael Hirsh: How the Iran War Reshaped the Global Landscape of Power  John V. Bowlus: Escaping the Hormuz Trap Ali Ahmadi: The Oil Market Is Much More Vulnerable Than Trump Believes Learn more about your ad choices. Visit megaphone.fm/adchoices

Recorded at the ACORE Finance Forum, Benoy Thanjan speaks with James Gutman of S&P Global about the findings from S&P Global's latest report created for ACORE on the state of renewable energy finance and investment in the United States. James discusses the continued flow of capital into solar, battery storage, and other energy infrastructure, while examining the transmission, permitting, and market challenges that could constrain future growth. The conversation also explores James's work with Young Professionals in Energy New York City and the importance of mentorship, networking, and developing the next generation of energy leaders.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and the host of the Solar Maverick Podcast. He also serves as a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 100 MW of solar projects across the United States, advised on more than 1 GW of energy projects worldwide, helped launch some of the first residential solar tax equity funds at Tesla, and brokered approximately $50 million in renewable energy credit transactions. Before founding Reneu Energy, Benoy worked in Tesla's Project Finance Group as an environmental commodities trader, where he managed one of the company's largest environmental commodities portfolios. He originated renewable energy credit transactions and worked with senior leadership to develop monetization and hedging strategies supporting the company's expansion into East Coast markets. Benoy also served as Vice President at Vanguard Energy Partners, a solar and energy storage construction company, where he developed project finance solutions for commercial-scale solar portfolios. At Ridgewood Renewable Power, a private equity fund with approximately 125 MW of U.S. renewable energy assets, he evaluated investment opportunities, supported portfolio strategy, and played a key role in the sale of the firm's renewable energy portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and in Financial Advisory Services at Ernst & Young. He also completed an internship on the trading floor at D. E. Shaw & Co., a global investment and technology development firm. Benoy holds an MBA in Finance from Rutgers University and a Bachelor of Science in Finance and Economics from the NYU Stern School of Business, where he was an Alumni Scholar.   Guest Information James Gutman Senior principal analyst at S&P Global focused on providing energy finance analysis and advisory services to financial and capital market clients. Previously a deal advisory senior associate with five and a half years experience in public accounting. He has a distinctive background: started his career advising entrepreneurs on building up successful businesses, scaling up full cycles accounting processes with growth strategies and tax planning. Moved into full time audit and then deal advisory at a Big 4 firm in New York City to assist asset managers and private equity in mergers and acquisitions with a specialization in renewables and infrastructure.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   James Gutman Report: https://acore.org/resources/clean-energy-investment-trends-sp-global-energy-report-produced-for-acore/   Email: james.gutman@spglobal.com   LinkedIn: https://www.linkedin.com/in/james-gutman/   Young Professional in Energy NYC:  https://www.ypenyc.org/ Sponsor This episode of the Solar Maverick Podcast is brought to you by Reneu Energy. Reneu Energy works with companies and organizations on renewable energy strategy, project development, owner's representation, project finance, renewable energy credits, and market advisory services. To learn more, visit: https://www.reneuenergy.com Listen and Subscribe Subscribe to the Solar Maverick Podcast on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. If you enjoyed this episode, please leave a rating and review. It helps more people discover conversations with the leaders shaping the future of solar, storage, and the energy transition.

The Canva Confession: the most expensive lesson in corporate AICanva gave all 5,000 of its employees a full week off — cleared calendars, best tools, guided workshops, a hackathon, 26,000 hours of hands-on AI. Then its Chief Customer Officer wrote a confession in Fortune: "The bottleneck wasn't the technology. It was us."If it happened to Canva — AI-native, generously resourced, staffed with people who wanted the tools — it's already happening to you. Only your budget was tighter and nobody cleared a week off anyone's calendar.In this episode Ashley unpacks why record AI spend is delivering almost no return, the difference between access, adoption and embedding, and the five reasons every stalled AI rollout fails — every one of them a marketing problem, not a technology one. Plus what 82% engagement actually takes, and the discipline Canva walked right up to and never named.The data (all sources):Download the AI Adoption Playbook and stop paying for tech no one uses. It includes the same methodology behind our award-winning Capgemini work.Rob Giglio's confession, Fortune Enterprise GenAI spend hit ~$37bn in 2025, Menlo Ventures Near-universal adoption, and only ~a quarter measuring return — McKinsey, The State of AI95% of AI deployments delivered no measurable impact (MIT), Fortune42% of companies abandoned most AI initiatives in 2025, S&P Global 80%+ of workers use AI at work, 78% bring their own, CIO — Willingness to support change fell from 74% to 38%, HBR (Gartner)How we drove 82% engagement at CapgeminiKey topics:AI adoption challengesBehaviour change vs. technology deploymentMarketing and communication in change managementThe importance of internal champions and communityMeasuring true success in AI initiatives

The Recfest Recap 2026   We're unpacking the absolute best moments, groundbreaking strategies, and actionable takeaways from RecFest 2026. Whether you were dodging the summer sun at Knebworth Park or couldn't make it across the pond, this exclusive recap session distills the high-impact content from the industry's top thought leaders. Get ready to supercharge your TA strategy, embrace the human advantage in an AI-driven world, and discover exactly what the future of recruitment looks like.   The Human Advantage in an AI World: Grace Lordan (LSE) explores how talent leaders can leverage AI, inclusion, and better decision-making to drive true performance rather than just processing efficiency.   From Recruiter to Talent Architect: A powerhouse panel featuring leaders from Amazon, EY, and Booking.com discusses the evolution of the recruiter role as AI absorbs operational tasks, shifting the focus to high-value, human-centric strategy.   The AI-Adjusted EVP: Joanna Hackett (Howden) reveals how forward-thinking organisations are evolving their Employee Value Propositions to focus on reskilling, internal mobility, and long-term career relevance in the age of automation.   TA as a Strategic Growth Engine: Chris Tennant (Infor) and fellow TA directors from Gilead and Mars share how to fundamentally redesign the talent acquisition function to operate as a core driver of business performance.   Amazon's Strategic Business Partner Model: Beckie Longworth and the Amazon TA team reveal how they shifted from a transactional, requisition-driven service into a strategic business partner function that acts as a consistent interface for growth.   Talent Intelligence at Scale: Andrew Sinclair and Charles Rue (S&P Global) demonstrate how to build a connected workforce by turning overwhelming talent data into actionable, confident market intelligence.   The Early Careers Talent Crisis: Aisha Lysejko (2040 Leaders) and experts from Shell and Danone warn against cutting early careers investments, explaining how doing so creates a dangerous "missing middle" that cripples future leadership pipelines.   Standardised Hiring Metrics: Adrian Thomas (Walbridge) and Jonathan Berry (House of Commons) break down the UK's first standardised hiring metrics, exploring what "good" really looks like in talent acquisition benchmarking today.   Global TA Transformation at Sanofi: Lia Manafova (Sanofi) shares the healthcare giant's journey of taking back ownership of their global recruitment landscape, transitioning away from decentralized models to centralise and streamline their tech stack.   Why should you carve out time in your busy schedule to join 'The Recfest Recap 2026'? Because the recruitment landscape is shifting faster than ever, and relying on yesterday's playbooks simply won't cut it. This webinar isn't just a summary; it's your shortcut to the strategies that are actively reshaping the industry—from deploying AI without losing the human touch to transforming TA into a strategic business partner. By signing up, you'll equip yourself with the tangible, future-proof tactics you need to attract top talent, elevate your employer brand, and lead your team into the next era of hiring. Secure your spot now and stay ahead of the curve!   We're on Wednesday 8th July at 2pm BST. Register by clicking on the green button (save your spot) and follow the channel here (recommended).   Ep392 is supported by our friends at Screenloop   Screenloop is the number one ATS for SMEs: covering interview intelligence, background checks, automations, candidate NPS and Quality of Hire analytics, all-in-one package.   Rated 4.9/5 on G2 our Interview Intelligence transcribes, fills scorecards, coaches hiring teams, so every hiring decision is faster, fairer and evidence-based. Importantly, our AI tools do hallucinate or over promise, it improves human led conversations.

Farm+Food+Facts host Joanna Guza talks with Chip Bowling, third generation grain farmer from Maryland and Vice Chair of U.S. Farmer and Ranchers in Action (USFRA) and Kevin Burkum, CEO of USFRA about a comprehensive new study from S&P Global Energy and USFRA, "Fueling Agriculture: Biofuels as the Catalyst" The research offers a detailed, evidence-based assessment of how biofuels can unlock agriculture's potential.  Resources: FuelingAgriculture.com Fueling agriculture: Biofuels as the catalystWatch: Congressional Leaders, USDA & USFRA Share New Research on the Future of Agriculture, BiofuelsTo stay connected with USFRA, join our newsletter and become involved in our efforts, here.  

Join the FREE Discord: https://discord.gg/Gq8hGbg2CqSee my $430,000+ Stock Portfolio: https://www.patreon.com/citizenoftheyear/postsCheck out these AMAZING Deals: https://amzn.to/3NGmBPTIn this video, we break down 3 powerful “quiet monopolies” hiding in plain sight and how companies like Visa, Mastercard, ASML, Moody's, and S&P Global dominate entire industries. You'll see how their business models work, why they're so profitable, and what actually makes their moats nearly impossible to compete with.We also take a look at current valuations and whether these stocks look like smart long-term investments or if patience is the better move. If you're interested in investing, stock market fundamentals, and understanding companies that quietly compound over time, this breakdown is for you.Check out my favorite research tool Seeking Alpha! Premium: https://link.seekingalpha.com/3B2L85W/4G6SHH/Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice. Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. As an Amazon Associate, I earn from qualifying purchases. Affiliate commissions help fund videos like this one

On this episode, panelists provide an update on the geoeconomic consequences of the Iran war and the crisis in the Strait of Hormuz, including disruptions to oil, gas, and other commodity markets, and the longer-term implications for the petrodollar system and the energy transition.   Host: Edward Fishman, Senior Fellow and Director of the Maurice R. Greenberg Center for Geoeconomics, Council on Foreign Relations   Speakers: Daniel H. Yergin, Vice Chairman, S&P Global; CFR Member   Helima Croft, Managing Director and Global Head of Commodity Strategy, RBC Capital Markets; CFR Member   Mallika Sachdeva, Managing Director, Head of FX Thematics, Deutsche Bank Research   Want more comprehensive analysis of global news and events sent straight to your inbox? Subscribe to CFR's Daily News Brief newsletter. To keep tabs on all CFR events, visit cfr.org/event. To watch this event, please visit it on our YouTube channel: How the Iran War is Remaking the Global Economy

At S&P Global's annual meeting, the company faced a shareholder proposal from the Heritage Foundation via its Free Enterprise Initiative, asking the company to report on the risks of the company’s work with activist groups like the Human Rights Campaign. Meanwhile, the company became once again embroiled in controversy over its ESG rating policies while this engagement was going on, underscoring politicization concerns. As Heritage’s Stefan Padfield told the company at its annual meeting: Another red flag calling into question the Company’s status quo is a recent letter from a coalition of 23 states questioning the lawfulness of the ESG policies of S&P Global Ratings. This letter was led in part by Nebraska Attorney General Mike Hilgers and raises the specter of undisclosed and unlawful material conflicts of interest, as well as concerns related to antitrust violations and deceptive trade practices – all connected to the Company’s embrace of politically charged ESG. The foregoing list of red flags suggesting biased decision-making at S&P Global should make it difficult for shareholders to trust the status quo. Learn more about Heritage's Free Enterprise Initiative here.See omnystudio.com/listener for privacy information.

AMD最新Helios AI平台，一個專為進階AI工作設計的超級系統！專為訓練兆級參數的AI模型而生，不僅提供最大頻寬，還兼顧能源效率。開放的ROCm軟體，部署更簡單，為您帶來可擴充且創新的AI解決方案。 https://fstry.pse.is/95rpq7 點選連結到AMD 官網了解更多 —— 以上為 Firstory Podcast 廣告 —— 這個世界很有趣，當股市持續創高、人工智慧成為全球最熱門話題時，很多人開始以為地緣政治風險已經遠離我們。但事實上，過去幾個月牽動全球經濟神經的伊朗衝突，並沒有真正結束。最近市場之所以相對平靜，是因為外界普遍期待美國和伊朗即將達成停火協議。然而，當雙方談判仍在進行之際，美軍與伊朗部隊卻持續發生軍事衝突，顯示所謂的和平距離真正落地仍然十分遙遠。更重要的是，這場衝突最大的影響並不只是軍事層面，而是攸關全球能源供應與通貨膨脹的未來走向。和平協議真的能夠順利達成嗎？能源危機是否即將告一段落？我們今天來解讀看看。一、5月28日，美國媒體Axios引述官員消息指出，美國與伊朗談判團隊已就一份為期60天的停火諒解備忘錄（MOU）達成初步共識，希望延長目前停火狀態，並展開更正式的核計畫談判。然而幾天後，美國副總統J.D. Vance卻表示，川普尚未正式批准相關協議。與此同時，美軍仍擊落伊朗無人機並空襲伊朗境內軍事設施，伊朗方面則迅速展開報復行動，攻擊美軍基地，形成停火以來最嚴重的一次軍事衝突。事實上，目前雙方最核心的爭議，包括伊朗核計畫、飛彈與無人機能力、波斯灣安全架構，以及荷姆茲海峽未來的通行安排，都還沒有真正進入實質解決階段。即便協議最終達成，也更像是一份暫時性的停戰安排，而非真正結束衝突的和平協議。如果談判最終失敗，全球可能面臨三種情境：第一是維持目前名存實亡的停火狀態；第二是衝突全面升級；第三則是美國選擇逐步退出中東事務。對美國而言，這場衝突最大的問題在於，原本期待透過軍事施壓迫使伊朗讓步，但伊朗不但沒有被擊垮，反而在全球能源供應持續緊張的背景下，逐漸累積更多談判籌碼。我們怎麼解讀？二、5月下旬以來，國際能源市場對於停火協議的期待一度讓油價回落，但隨著談判出現反覆，布蘭特原油價格再度逼近每桶100美元。瑞銀（UBS）、摩根大通（JP Morgan）以及S&P Global等機構陸續提出警告，認為全球能源市場已進入供應風險更高的新階段。摩根大通甚至指出，如果目前供應受阻的情況持續下去，全球商業石油庫存最快在6月底前就可能降至危險水位。更值得注意的是，即便美伊最終達成協議，能源供應也不可能立即恢復正常。許多油田因長期停產需要重新啟動，部分液化天然氣設施受到損害，波斯灣周邊仍有超過2000艘船舶等待重新調度，而荷姆茲海峽部分海域甚至還需要進行排雷作業。根據相關產業評估，部分油田重新恢復產能需要七個月以上時間，而海峽運能恢復至戰前八成水準也可能需要四個月以上，全面正常化甚至可能延續到2027年。換句話說，即使戰爭降溫，能源危機也未必同步結束。過去幾年全球對能源安全與能源轉型投資不足的問題，正在透過高油價、高通膨以及供應短缺逐步浮現。未來一年，能源市場恐怕仍將維持高波動狀態，各國政府、企業以及消費者都必須為更高的能源成本做好準備。我們又該如何看待這場可能持續很久的能源挑戰？ Powered by Firstory Hosting

内容简介本期聊“为什么要追求卓越”。增长往往不是线性的，真正的跃迁来自少数关键时刻；卓越工作不仅带来更高回报，更重要的是让人有机会提出更好的问题、完成更好的价值对齐。平庸的工作会被市场和记忆迅速遗忘，而卓越，是个体与组织面对世界最坦诚的行动方式。参考文献* Deutsch, D. (2011). *The Beginning of Infinity: Explanations That Transform the World*. Viking.* Christian, B. (2020). *The Alignment Problem: Machine Learning and Human Values*. W. W. Norton & Company.* Taleb, N. N. (2012). *Antifragile: Things That Gain from Disorder*. Random House.* Kahneman, D. (2011). *Thinking, Fast and Slow*. Farrar, Straus and Giroux.* J.P. Morgan Asset Management. (2024). *Guide to the Markets*. J.P. Morgan Asset Management.* S&P Dow Jones Indices. (2024). *S&P 500 Index Methodology*. S&P Global.

iotum named the only Canadian key CPaaS provider by S&P Global on its worldwide list of 25 platforms as company, Helping UCaaS Providers Punch Above Their Weight with CPaaS, AI and Branded Communications, Podcast By Doug Green “Let us worry about it. Let the product people do what we're good at, and you can service your customers.” iotum has been named by S&P Global as the only Canadian key CPaaS provider on its worldwide list of 25 platforms, a recognition that comes as the company is launching a new softphone for UCaaS resellers. In this CCA podcast, I spoke with Jason Martin, CEO of iotum, about what the recognition means, how iotum is helping UCaaS providers expand their offerings, and why CPaaS, AI and branded communications are becoming more important to the next phase of the channel. The conversation centered on a familiar challenge in the communications market: many providers began as PBX companies, moved into UCaaS, and then continued adding services as customer expectations changed. Today, customers want messaging, video, branded applications, automation and AI-enabled communications experiences. For many resellers, the question is how to deliver those capabilities without having to build everything themselves. Martin said iotum is helping providers solve that problem through CPaaS capabilities and through its role in the Crexendo and NetSapiens ecosystem. For Crexendo partners, he said iotum can provide services that allow resellers to “punch above their weight,” offering advanced capabilities under their own brand. Those capabilities include A2P messaging, video and a new softphone that is becoming popular with NetSapiens users. The model is designed to let channel partners stay focused on customer relationships, while iotum handles the product and platform work behind the scenes. That is an important distinction. In a market where customers increasingly expect integrated communications experiences, smaller providers often need access to enterprise-grade tools without taking on the cost and complexity of developing them internally. iotum's approach gives those providers a way to extend their offerings while maintaining their own brand identity. The S&P Global recognition also points to a larger trend. CPaaS is no longer simply an enterprise developer category. It is becoming a practical way for UCaaS providers, resellers and channel partners to add communications capabilities that can be branded, integrated and delivered as part of a broader customer relationship. Martin also discussed how the communications industry is being shaped by regulation, global market changes and AI. iotum operates in highly regulated environments, including the U.S., Canada and Europe, and Martin noted that providers have to think carefully about compliance, customer trust and the requirements of different markets. Looking ahead, Martin said agentic AI will be “massive,” but he framed the opportunity in practical terms. Rather than replacing human communication, he sees AI adding to what communications providers already do. For iotum, that means an API-focused future in which AI agents can use communications tools to help people connect, collaborate and get work done. That point matters for service providers. As AI becomes more embedded in communications, the opportunity will not simply be to sell another feature. The larger opportunity will be to connect AI, voice, messaging, video and customer workflows in a way that helps businesses communicate more effectively. For channel partners, the message is clear: the next phase of cloud communications will reward providers that can combine trusted customer relationships with new technical capabilities. iotum is positioning itself as one of the companies helping partners make that jump. Learn more: https://www.iotum.com/

Travillian's bank & fintech recap from May 2026: Amber Buker, Chief Research Officer, and Brian Love, Head of Banking & Fintech Search, recap the month's biggest banking and fintech conferences (Finovate, D.A. Davidson, S&P Global, and Alloy Labs in Nashville). The honest, occasionally goofy conversation covers young bank executive talent, succession planning, stablecoin and tokenized deposits, AI in the boardroom, bank-fintech partnerships, and the Wild West of bank M&A ahead in H2 2026.Take the Travillian Bank-Fintech Fault Line Diagnostic: https://travilliangroup.com/fault-line-diagnostic/Reach Brian at blove@travilliangroup.com or Amber at abuker@travilliangroup.com.

En su primera entrevista desde que asumió el mando de la Comisión Federal de Electricidad, Emilia Calleja habla de las prioridades de la compañía mientras se ejecutan los esquemas mixtos con el sector privado y mecanismos financieros que incluyen, adelanta en exclusiva, la posible emisión de más fibras. También da su punto de vista sobre las calificadoras de riesgo tras el cambio de perspectiva de S&P Global y previa a la rebaja de Moody's, la expectativa por la revisión del T-MEC, la preparación ante el consumo de energía durante el Mundial y hasta el robo de luz, con los ‘diablitos'. 

S&P Global's flash Purchasing Managers' Index for May reflects “a tale of two economies.” Input costs increased across industries this month, and while manufacturers could keep up, the services sector faced softening demand. Also in this episode: Birdwatching brings tourist dollars to Northwest Ohio, an independent performance venue in Iowa gets creative to keep the lights on, and we discuss the week's economic headlines. Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

S&P Global's flash Purchasing Managers' Index for May reflects “a tale of two economies.” Input costs increased across industries this month, and while manufacturers could keep up, the services sector faced softening demand. Also in this episode: Birdwatching brings tourist dollars to Northwest Ohio, an independent performance venue in Iowa gets creative to keep the lights on, and we discuss the week's economic headlines. Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Shoot us a Text.Episode #1349: Today we talk about Mitsubishi cutting weak dealers while betting on a product comeback, the growing FTC pressure pushing vendors toward all-in pricing transparency, and Pizza Hut discovering the hottest new trend in retail… 1990s nostalgia complete with red cups and Pac-Man.Mitsubishi is shrinking its dealer network while promising a future product comeback. The brand has cut underperforming stores, frustrated some retailers with low profits and aging products, but says a new EV and refreshed lineup could turn things around.Mitsubishi's U.S. dealer count has dropped 16% since 2019, falling from 355 stores to just under 300 today.CEO Mark Chaffin says the strategy is “quality over quantity,” replacing low-volume stores with higher-performing operators expected to sell 3-5x more vehicles.Dealers say profits are razor thin, with many relying on used cars to stay afloat while struggling with an aging lineup and heavy fleet sales.Mitsubishi is betting on its “Momentum 2030” plan, including a new electric crossover this fall and several electrified models through 2030.One frustrated dealer summed it up bluntly: “Eventually Mitsubishi may get there with the new product, but it's going to have to commit more to the U.S. if it wants to do well here.”As regulators tighten the screws on vehicle pricing transparency, vendors are racing to help dealers stay compliant. S&P Global Mobility and TrueCar both rolled out new tools designed to simplify fee disclosures, standardize pricing, and avoid FTC headaches before they become lawsuits.S&P Global Mobility launched “FeeSync,” a free industrywide tool that lets dealers update fees across vendors and marketplaces from one central hub.The push comes as the FTC continues sending warning letters to nearly 100 dealer groups over pricing and advertising practices.TrueCar updated its platform to display all-in pricing upfront, including dealer fees and add-ons, with expandable disclosures for shoppers.TrueCar CEO Scott Painter said the platform's goal is “a transactional price that is good for both the dealer and the car buyer upfront, without negotiation.”Pizza Hut is leaning hard into retro vibes, remodeling stores to look like peak-1990s dine-in restaurants complete with Pac-Man, stained-glass lamps, and those iconic red cups. Turns out millennials will absolutely drive three hours for a little childhood comfort food.Since 2019, Pizza Hut has converted 144 locations into “Pizza Hut Classics” with throwback décor and dine-in experiences.Some remodeled stores are now top performers, with customers traveling long distances just to relive the experience.The nostalgia push comes as Pizza Hut closes underperforming locations while rival Domino's continues expanding aggressively.Pizza Hut is also reviving its legendary “BOOK IT!” reading program, rewarding kids with pizza for summer reading goals.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast  as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Learn what happens when the executive accountable for data strategy is also the executive accountable for the business results that depend on it. Saugata Saha, President of S&P Global Market Intelligence and Chief Enterprise Data Officer at S&P Global, shares how he manages one of the world's largest financial data estates while driving business outcomes across public and private markets. He breaks down the four pillars of S&P Global's data strategy, the federated organizational model that connects data teams to business value, and why capturing ROI from AI requires deliberate workflow transformation. Key Moments Why Data Strategy Must Follow Business Strategy (04:57): Saugata challenges the idea that data and business strategy can run in parallel. Market trends, customer pain points, and existing capabilities must come first. Building an AI-Ready Financial Data Estate (15:10): Scale alone does not create intelligence. Saugata explains why semantic layers and graph databases are the hard work behind connected financial data. How AI Compresses Post-Acquisition Data Integration (18:29): Manual reconciliation of millions of records is no longer the only path. Discover how AI entity matching accelerated post-acquisition integration. The Federated Model That Connects Data to Value (22:49): Most large organizations either over-centralize data teams or leave them too embedded to scale. Saugata outlines the federated model that actually bridges both. Rethinking AI Productivity: From Marginal to Transformative (28:29): Most AI programs stop at training and tooling. Saugata explains why deliberately redesigning workflows is the missing step between AI investment and real ROI. Key Quotes “Data strategy and business strategy have to be very tightly connected. And if they're not, that's when value capture does not happen. In fact, I would go so far as to say data strategy actually follows from business strategy.” - Saugata Saha “Stop treating data as an afterthought or byproduct, but start thinking about data as a key ingredient for value creation and competitive advantage.” - Saugata Saha “We don't want everybody to become 10% more productive, because that's a little squishy. We want 10% of the people to become a hundred percent more productive so they can do other things.” - Saugata Saha “If a company can really use data at scale for better decision making, better client service, [and] better outcomes, that creates a lasting edge over the competition.” - Saugata Saha Mentions S&P Global Agrees to Acquire With Intelligence from Motive Partners for $1.8 Billion, Establishing Its Leadership in Private Markets Intelligence The Data & AI Chief: Why a Federated Data Team is Crucial for Business Value, with Dow Private Companies Wait Too Long to Go Public The Lex Fridman Podcast Guest Bios  Saugata serves as President of S&P Global Market Intelligence, leading the division's efforts to deliver essential insights and intelligence to clients worldwide. He is also S&P Global's Chief Enterprise Data Officer, responsible for driving innovation and excellence in the company's enterprise data strategy. Saugata is a member of S&P Global's Executive Leadership Team, contributing to the strategic direction and growth of the organization. Before joining S&P Global, Saugata was a consultant at McKinsey & Company's New York office, where he advised clients on strategy, mergers and acquisitions, corporate finance, and operational improvements across various industries, with a strong focus on financial services. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Einbruch von PayPal, den Aufschwung von Pinterest und das Rekordhoch von Micron. Außerdem geht es um Pfizer, JP Morgan, Goldman Sachs, Blackstone, FactSet, Morningstar, S&P Global, Moody's, Intel, Apple, Samsung, TSMC, AMD, Arm, Infineon, Fresenius Medical Care, Rheinmetall, Commerzbank, Unicredit, Siemens, Siemens Energy, Rockwell Automation, Hochtief, Schaeffler, Ferrari, HSBC, Anheuser-Busch InBev, Xetra Gold (WKN: A0S9GB), Euwax Gold II (WKN: EWG2LD), Vanguard FTSE All-World (WKN: A2PKXG), iShares MSCI Emerging Markets IMI (WKN: A111X9), Vanguard EUR Corporate Bond (WKN: A2PA8G), Vanguard FTSE All World (WKN: A1JX52), iShares MSCI World Quality Dividend Advanced (WKN: A2DRG5), VanEck Morningstar DM Dividend Leaders (WKN: A2JAHJ) und Amundi Smart Overnight Return (WKN: LYX047). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Today in the business of podcasting:iHeartMedia and Sirius XM are in preliminary talks about a potential merger that would combine the largest radio station owner and the largest satellite radio service in the United States, creating a company with more than $12 billion in combined annual sales.S&P Global Market Intelligence data shows U.S. podcast listening grew 10 percentage points from Q1 2025 to Q1 2026, with nearly 60% of online adults now reporting they listen, a figure that aligns with Sounds Profitable's Podcast Landscape 2025 research when video-only listeners are factored in.Spotify has launched new fitness features for free and Premium subscribers, including curated workout playlists and access to more than 1,400 on-demand Peloton classes, alongside a new Claude AI integration that delivers personalized recommendations based on users' listening data.Spanish-language podcast platform iVoox has debuted what may be the first formal television ad campaign for a dedicated podcast app, developed by agency Drop&Vase and airing on Mediaset España channels in Spain.European audio platform Audion has raised $15 million to fund its expansion into the United States, with investment going toward go-to-market operations, partnerships, and product development.To find links to these, and every article covered in today's episode, click here. You can also subscribe to The Download's newsletter to receive the full issue straight to your email inbox every day.

──────────────────────────────────────── [00:12:05] Trump's War Powers Clock Has 8 Days Left — Knight Doesn't Expect Congress to Act Trump has been in undeclared war with Iran for 52 days — the War Powers Act 60-day limit expires in 8 days and Knight says Congress will ignore it as they've ignored every other constitutional requirement. ──────────────────────────────────────── [00:15:19] New Epstein Lawsuit: Former Miss Switzerland Says Trump Assaulted Her at an Epstein-Organized Beauty Contest A Miss Switzerland finalist says Trump sexually assaulted her at an Epstein-organized beauty contest in 1992 — she is suing and says Trump told her "stay quiet and I'll take care of you." ──────────────────────────────────────── [00:21:14] Melania Partners With Palantir, OpenAI, Meta, and Microsoft to "Empower Children With Technology" Melania announced Palantir, OpenAI, Meta, and Microsoft will advance her mission to empower children through technology — Knight: surveillance state takeover using the educational system as the entry point. ──────────────────────────────────────── [00:22:58] Trump Family Fortune Nearly Doubled Since January — Oil Bets Placed 15 Minutes Before Trump Announcements Trump's net worth jumped from $1.4 billion to $6.5 billion since taking office — traders placed a $430 million crude oil bet 15 minutes before Trump announced a ceasefire extension, the third such trade this month. ──────────────────────────────────────── [00:24:55] Tether Froze $344 Million in Stable Coins for Illicit Activity — Knight: This Is Why You Avoid Stable Coin Tether froze $344 million flagged for illicit activity — Knight: stable coin has all the surveillance and account-freeze capability of a CBDC, just laundered through private companies. ──────────────────────────────────────── [00:32:00] House Freedom Caucus Blocked FISA Again — Republicans Now Pushing Three-Year Extension With Zero Reforms After stopping an 18-month extension, Republicans returned with a three-year FISA version with no warrant requirement — a congressman revealed two classified secret FISA interpretations he cannot describe. ──────────────────────────────────────── [01:41:23] Pebble CEO: It Takes 29 Years on Average to Bring a US Mine Online — China Does It in Five Pebble sits on the world's largest undeveloped copper deposit in Alaska — its CEO says the US is second worst in permitting and the Trump EPA is supporting the Biden-era veto that blocked the project. ──────────────────────────────────────── [01:43:13] By 2040 There Will Be a 10-Million-Ton Global Copper Deficit — China Controls Half the World's Processing S&P Global found a 10-million-ton copper deficit by 2040 — China processes half the world's copper and controls the full supply chain while the US averages 29 years from discovery to production. ──────────────────────────────────────── [01:57:06] Chinese Government Is "Chuckling" at America's 29-Year Mining Process — Building Faster Every Year China has no environmental process, no litigation, no delay — it builds processing plants on demand and is already positioned to dominate the copper deficit everyone else is just now noticing. ──────────────────────────────────────── [02:00:32] Senate Voted 50-49 to Revoke Biden's 220,000-Acre Mining Lockup in Minnesota — Goes to Trump's Desk The Senate used the Congressional Review Act to revoke a Biden land set-aside blocking the Twin Metals copper mine in Minnesota — it now goes to Trump to sign. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

──────────────────────────────────────── [00:12:05] Trump's War Powers Clock Has 8 Days Left — Knight Doesn't Expect Congress to Act Trump has been in undeclared war with Iran for 52 days — the War Powers Act 60-day limit expires in 8 days and Knight says Congress will ignore it as they've ignored every other constitutional requirement. ──────────────────────────────────────── [00:15:19] New Epstein Lawsuit: Former Miss Switzerland Says Trump Assaulted Her at an Epstein-Organized Beauty Contest A Miss Switzerland finalist says Trump sexually assaulted her at an Epstein-organized beauty contest in 1992 — she is suing and says Trump told her "stay quiet and I'll take care of you." ──────────────────────────────────────── [00:21:14] Melania Partners With Palantir, OpenAI, Meta, and Microsoft to "Empower Children With Technology" Melania announced Palantir, OpenAI, Meta, and Microsoft will advance her mission to empower children through technology — Knight: surveillance state takeover using the educational system as the entry point. ──────────────────────────────────────── [00:22:58] Trump Family Fortune Nearly Doubled Since January — Oil Bets Placed 15 Minutes Before Trump Announcements Trump's net worth jumped from $1.4 billion to $6.5 billion since taking office — traders placed a $430 million crude oil bet 15 minutes before Trump announced a ceasefire extension, the third such trade this month. ──────────────────────────────────────── [00:24:55] Tether Froze $344 Million in Stable Coins for Illicit Activity — Knight: This Is Why You Avoid Stable Coin Tether froze $344 million flagged for illicit activity — Knight: stable coin has all the surveillance and account-freeze capability of a CBDC, just laundered through private companies. ──────────────────────────────────────── [00:32:00] House Freedom Caucus Blocked FISA Again — Republicans Now Pushing Three-Year Extension With Zero Reforms After stopping an 18-month extension, Republicans returned with a three-year FISA version with no warrant requirement — a congressman revealed two classified secret FISA interpretations he cannot describe. ──────────────────────────────────────── [01:41:23] Pebble CEO: It Takes 29 Years on Average to Bring a US Mine Online — China Does It in Five Pebble sits on the world's largest undeveloped copper deposit in Alaska — its CEO says the US is second worst in permitting and the Trump EPA is supporting the Biden-era veto that blocked the project. ──────────────────────────────────────── [01:43:13] By 2040 There Will Be a 10-Million-Ton Global Copper Deficit — China Controls Half the World's Processing S&P Global found a 10-million-ton copper deficit by 2040 — China processes half the world's copper and controls the full supply chain while the US averages 29 years from discovery to production. ──────────────────────────────────────── [01:57:06] Chinese Government Is "Chuckling" at America's 29-Year Mining Process — Building Faster Every Year China has no environmental process, no litigation, no delay — it builds processing plants on demand and is already positioned to dominate the copper deficit everyone else is just now noticing. ──────────────────────────────────────── [02:00:32] Senate Voted 50-49 to Revoke Biden's 220,000-Acre Mining Lockup in Minnesota — Goes to Trump's Desk The Senate used the Congressional Review Act to revoke a Biden land set-aside blocking the Twin Metals copper mine in Minnesota — it now goes to Trump to sign. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Business activity growth soared in April, according to S&P Global's purchasing managers index. The topline number might sound rosy, but experts think the growth spurt is really a sign of fear. In this episode, why businesses spent month two of the war in Iran stockpiling goods. Plus: Avis experiences a stock market “short squeeze,” business owners apply for the first round of tariff refunds, and we look back at the 1970s to understand the economics of oil price caps.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Business activity growth soared in April, according to S&P Global's purchasing managers index. The topline number might sound rosy, but experts think the growth spurt is really a sign of fear. In this episode, why businesses spent month two of the war in Iran stockpiling goods. Plus: Avis experiences a stock market “short squeeze,” business owners apply for the first round of tariff refunds, and we look back at the 1970s to understand the economics of oil price caps.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

A few months ago, the oil market looked pretty serene. But the US-Iran war has upended global supplies and pushed energy security to the top of the policy agenda. Importers have realised they need to diversify their energy sources. What role will renewables have to play? And would a shift towards green energy just mean trading one bottleneck for another? Soumaya Keynes speaks to Daniel Yergin, vice-chair of S&P Global and author of the Pulitzer Prize-winning book ‘The Prize: The Epic Quest for Oil, Money, and Power'. Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen.Further reading: How to survive an energy crunchWill the Iran war derail the energy transition?Middle East war strengthens case for renewables, say clean energy expertsPresented by Soumaya Keynes. Produced by Mischa Frankl-Duval. The senior producer was Michela Tindera. Original music by Breen Turner. Sound design by Samantha Giovinco. The FT head of audio is Cheryl Brumley.Join FT journalists and a special guest on Wednesday 20 May at 1200 GMT for a subscriber webinar on The Dollar under Trump: markets, monetary policy and the next Fed chair. Register at ft.com/trump-dollar and send us your questionsRead a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Almost four hundred thousand American workers dropped out of the labor force in March, setting yet a new low in labor participation. Why? There are no jobs, a fact confirmed by both the employment estimate plus an utterly dismal hiring rate from JOLTS, one that rivaled January and February 2009. There's more, too. S&P Global said the services sector contracted for the first time in three years last month and a decline in its employment index, showing how the oil price shock is already starting to sting. Eurodollar University's conversations w/Steve Van Metre-------------------------------------------------------------In a world where markets swing on every headline, focus matters. That's why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.If you don't have the time to go all the way to the depth of Eurodollar University's comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. Visit our Substack page to sign up: https://eurodollaruniversity.substack.com-------------------------------------------------------------S&P Global US Services PMI March 2026https://www.pmi.spglobal.com/Public/Home/PressRelease/cc86952bb550465d9093b048d7bfdeb8https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

We present a Special Episode of SmarterMarkets™, bringing you exclusive interviews from S&P Global's CERAWeek 2026. SmarterMarkets™ was in Houston last week for CERAWeek to partner with S&P Global. We sat down with participants at the energy industry's most influential annual conference. The theme for this year's conference was Convergence and Competition: Energy, Technology, and Geopolitics – and the implications of the conflict in Iran were on everyone's mind. We've compiled a selection of those interviews into this Special Episode of SmarterMarkets™. If you would like to listen to the full interviews, they are available on the SmarterMarkets™ Presents media portal. They're also available on our second podcast channel, SmarterMarkets™ Presents. Our guests are: Arjun Murti – Partner at Veriten & Publisher of "Super-Spiked" on Substack Susan Sakmar – Visiting Professor at University of Houston Law Center & Board Member of Flex LNG Jeff Currie – Chief Strategy Officer of Energy Pathways, Carlyle Radhika Krishnan – Chief Product and Technology Officer, Quorum Software Michael Greenstone – Director, Energy Policy Institute at the University of Chicago (EPIC) David Keith – Founding Faculty Director, Climate Systems Engineering Initiative, University of Chicago

TOPIC: US Auto Industry PANEL: Keith Naughton, Bloomberg; Michael Robinet, S and P Global; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

This week's episode dives into the massive ripple effects of the Strait of Hormuz closure, which has resulted in Asia-US West Coast ocean spot rates surging by 29%. We explore how shippers are reacting to severe port congestion in Asian transshipment hubs by aggressively paying premium rates to secure desperately needed capacity for the future. Next, we discuss the recent financial boost for Echo Global Logistics, as debt rating agencies Moody's and S&P Global upgraded the 3PL's outlook from stable to positive. This upgraded outlook follows their acquisition of ITS Logistics, which analysts project will significantly improve Echo's free cash flow and boost its EBITDA by over $114 million. Finally, we cover the staggering $4 billion investment by Mercedes-Benz to upgrade its historic assembly plant in Vance, Alabama by 2030. This massive manufacturing expansion will lock in a vital, long-term pipeline of finished vehicle freight for Norfolk Southern, which handles the plant's inbound and outbound logistics. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

We present a Special Episode recorded this past week at S&P Global's CERAWeek 2026 in Houston, TX, where the theme was Convergence and Competition: Energy, Technology and Geopolitics.   David Greely sat down with Aldo Flores-Quiroga in the Podcast Studio in the Nexus Ballroom at CERAWeek. Aldo is Non Resident Fellow for Latin America Energy Studies at the Center for Energy Studies (CES) at Rice University's Baker Institute for Public Policy.   David and Aldo discuss the role of convergence and competition in the North American energy industry, as well as global geopolitics following the U.S. military actions in Venezuela and Iran.  

TOPIC: Supply Chain Problems PANEL: Gabrielle Coppola, Bloomberg; Stephanie Brinley, S and P Global; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv