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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
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/
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.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
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.
Muy buenos días, cero y van dos con S&P Global cambiando la perspectiva de México a negativa. Lo explicamos todo. Warsh, ahora sí, a un paso de la Fed. En temas más divertidos ¿cuánto creen que ha gastado Netflix en producción de películas y series en los últimos 10 años? Nuevos vuelos a Venezuela y cómo se mueve el dinero con Messi y Piqué.
Agentúra S&P Global znížila Slovensku rating z A+ na A. Ministerstvo financií pokrčilo plecami. Ale to, čo sa stalo v ten istý piatok, je oveľa výrečnejšie: Litve rating zvýšili. Pred desiatimi rokmi malo Slovensko o dva stupne lepší rating ako Litva. Dnes je to naopak. V podcaste šéfredaktor TRENDU Ronald Ižip vysvetľuje, prečo táto výmena pozícií nie je náhoda.
Kevin Birn, oil analyst and head of carbon research with S&P Global, says the conflict in Iran has permanently altered global energy markets, pushing countries to prioritize energy security and supply diversification. Even if a peace deal is struck and the Strait of Hormuz reopens immediately, he argues it could still take months to reconnect damaged supply chains, clear vessel backlogs, and restore disrupted production across the region.The Hub is Canada's fastest-growing independent digital news outlet.Subscribe to our YouTube channel to get our latest videos: https://www.youtube.com/@TheHubCanadaSubscribe to The Hub's podcast feed to get our best content when you are on the go:https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Want more Hub? Get a FREE 3-month trial membership on us: https://thehub.ca/free-trial/Follow The Hub on X: https://x.com/thehubcanada?lang=en CREDITS:Falice Chin - Host, Producer, and Editor Amal Attar-Guzman - Video AssistantMark Schiefelbein/AP Photo - Photo Credit Hosted on Acast. See acast.com/privacy for more information.
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
Muy buenos días, Sheinbaum aplica los primeros ‘cómos' al Plan México, Amazon tumba acciones de FedEx y UPS, perspectiva negativa para Sinaloa: Moody's se suma a S&P Global, Fibra Next lanza oferta por Fibra Macquarie y Goldman Sachs y Blackstone ya eligieron a su chatbot favorito de inteligencia artificial.Patrocinado | Conoce más de la Conferencia Anual del Council of the Americas en México aquí https://www.as-coa.org/events/2026-coa-mexico-conference
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.
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.
What if the greatest threat to your organization isn't lurking in the shadows but is accelerating right in front of you? In a world where AI can uncover vulnerabilities in minutes where it once took weeks, and where nearly two-thirds of organizations don't even know where all their data lives, the rules of cybersecurity are being rewritten in real time. The Emerging Battle for Data Protection reveals a stark reality: data is expanding faster than our ability to protect it, attackers are moving at machine speed, and the race to secure what matters most is no longer theoretical, it's happening now. In this episode, recorded live at RSA Conference 2026, Scott Crawford, Information Security Research Head, 451 Research / S&P Global and Todd Moore, Vice President Data Security Products at Thales, join us to discuss some of the key findings of the 2026 Thales Data Threat Report.
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.
Gas ist die Brückentechnologie. Der saubere Brennstoff für den Übergang zu den erneuerbaren Energien. Vier Jahre nach dem russischen Überfall auf die Ukraine erlebt der Gasmarkt einen neuen Preisschock. Amerikanische LNG-Unternehmen profitieren, doch selbst sie sind besorgt, dass auffällt: Früher war Flüssiggas teuer, aber zuverlässig. Jetzt ist es teuer und unzuverlässig. Gast: Ira Joseph, Experte am Zentrum für Globale Energiepolitik der Columbia-Universität in New York. Zuvor Abteilungsleiter für Gas, LNG und Preisbewertung beim börsennotierten Finanzdienstleiter S&P Global. Moderation: Christian Herrmann Sie haben Fragen? Schreiben Sie eine E-Mail an podcasts@ntv.de Sie möchten "Wieder was gelernt" unterstützen? Dann bewerten Sie den Podcast gerne bei Apple Podcasts oder Spotify. Dieser Podcast wird vermarktet von Julep Media: sales@julep.de Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, melden Sie sich hier: datenschutz@julep.de
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
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
Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Iran-Verhandlungen laufen. Trump droht. Ölpreis könnte auf 200 $ steigen. Aluminium steigt nach Angriffen auf Produzenten. Avis profitiert von Flughafen-Chaos. Sysco kauft. BYD goes international. Südzucker profitiert vom Ölpreis. Fannie Mae und Freddie Mac mögen Bill. S&P Global (WKN: A2AHZ7) hat in den letzten Monaten 20% verloren. Ratings, Indizes und Daten: Wie gefährlich ist KI wirklich für das Oligopol? Und wo macht KI das Business sogar wertvoller? Scholastic (WKN: 880597) kauft ein Viertel der eigenen Aktien. Der US-Buchverlag hinter Harry Potter und Hunger Games baut ein Entertainment-Imperium auf. Aber Buchmessen und Schulbücher sind nicht so 2025. Diesen Podcast vom 31.03.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. 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
We are now nearly a month into the U.S.-Israeli war on Iran. The conflict has lasted much longer than some energy experts initially expected — and it has built up an unprecedented crisis that is set to cascade from Asia to the rest of the world.On this episode of Shift Key, Rob chats in Houston with Karim Fawaz, an oil and refineries expert and a director in the energy and natural resources group at S&P Global Energy.Rob and Karim discuss whether the world is already locked into an energy crisis — even if Trump ends the war now. They also talk about why jet fuel has been particularly hard hit and how this crisis could reshape the long-term trajectory of the energy industry — and even of climate change itself.This episode was recorded on the sidelines of CERAWeek by S&P Global, the big annual energy conference in Houston, Texas. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:Previously on Shift Key: Why the Iran War Is a Warning for Natural GasAlso on Heatmap: The Energy Supply Shock of the Iran War Changes Everything--This episode of Shift Key is sponsored by …Accelerate your clean energy career with Yale's online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale's online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
In this episode, Mauricio sits down with Adam Reeds, co-founder and CEO of Ledn, to discuss his upbringing in Canada in a family shaped by his father's work in agricultural banking and his mother's career in education — a stable, functional financial backdrop that would later contrast sharply with Mauricio's Venezuelan experience and ultimately inspire the founding of Ledn. Adam breaks down Ledn's landmark $188 million Bitcoin-backed loan ABS (Asset-Backed Securities) bond — the first of its kind in history. He explains how the structure mirrors traditional finance vehicles used for auto loans, mortgages, and credit card debt, and why fitting Bitcoin-backed loans into that framework unlocks access to the $3 trillion US ABS market. He details why Ledn was uniquely positioned to pull this off after eight years of operating with zero client or loan losses. He also explains how that track record was essential for S&P Global to issue the first-ever investment grade rating on a Bitcoin product. Adam walks through the rigorous year-long process with S&P, including stress tests around Bitcoin volatility, liquidation thresholds, and systemic risk scenarios — many of which played out live as Bitcoin's price dropped from the 80s to the 60s during the deal's marketing period, ultimately validating Ledn's automated and non-discretionary processes in real time. Led by Jefferies as structuring agent, the deal attracted 15 institutional participants across 50 meetings, including a major reinsurance company, traditional credit funds, and hedge funds. It closed more than two times oversubscribed on the senior tranche and three times on the mezzanine. Adam explains how the bond's structure — with Fidelity as custodian and a blended rate of 7.2% — brings unprecedented transparency to Ledn's operations, allowing clients to see exactly where their Bitcoin sits and how the funding side of the business works. He also discusses how this model removes the arbitrary jurisdictional barriers of traditional lending by treating Bitcoin collateral from borrowers around the world as equal, regardless of geography. Looking ahead, Adam previews lower rates for borrowers, expansion into more US states, better functionality for business accounts at Ledn, and the rollout of Ledn's mobile app.
ATN will be at the Mid-America Trucking Thursday through Saturday; Iran is not admitting that negotiations are ongoing, but they are saying that the 15 point conditions to end the war are unacceptable, which they could only know as result of being part of the negotiations; oil and gas prices are reacting to the negotiations; Mike Kucharski, Co-Owner and VP of JKC Trucking, joins the show to talk about rising diesel prices, the Department of Transportation's crack down on illegal immigrants illegally attaining CDL licenses; an explosion and fire at a Texas refinery adding insult to injury regarding diesel prices; S&P Global releases good news/bad news data on U.S. Purchasing Managers Indices; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions.
Escaladarea conflictului din Orientul Mijlociu reaprinde îngrijorările privind creșterea prețurilor alimentelor la nivel global, pe fondul perturbărilor din piețele de energie, îngrășăminte și transport maritim, arată o analiză publicată săptămâna trecută de S&P Global. Tensiunile din jurul Strâmtorii Hormuz, un punct strategic pentru comerțul mondial cu petrol, gaze naturale și îngrășăminte, au dus deja la majorarea prețurilor energiei și la scumpirea transportului maritim, factori care se transmit rapid în costurile inputurilor agricole. În scenariul unui conflict prelungit, până la o treime din comerțul global cu îngrășăminte ar putea fi afectat, ceea ce ar putea reduce marjele de profit ale fermierilor și ar putea influența deciziile de plantare în sezoanele următoare, orientând producătorii către culturi cu consum mai mic de inputuri. Potrivit estimărilor S&P Global, suprafața cultivată cu porumb în Italia ar putea scădea până la aproximativ 480.000 de hectare în anul de comercializare 2026-2027, de la 541.000 de hectare în anul precedent. Polonia, Franța și Spania ar putea înregistra scăderi ale suprafețelor cultivate cu 9%, 3% și, respectiv, 11%. Impactul imediat asupra diversificării producțiilor agricole este așteptat să fie limitat, deoarece mulți fermieri din emisfera nordică au făcut deja achizițiile de inputuri pentru campania de primăvară. Totuși, dacă tensiunile persistă, costurile mai ridicate ale energiei, îngrășămintelor și transportului ar putea influența producția agricolă și evoluția prețurilor alimentelor în perioada următoare, afectând relativa stabilitate care începuse să se profileze după perioadele de volatilitate generate de întreruperile lanțului de aprovizionare din Marea Neagră, cauzate de războiul din Ucraina. O nouă platformă digitală accesibilă statelor membre pentru controlul siguranței și trasabilității alimentelor Comisia Europeană a lansat un nou instrument de inteligență artificială (IA), TraceMap, care oferă o trasabilitate mai bună la nivel transfrontalier, detectează mai rapid fraudele alimentare și alimentele contaminate și accelerează retragerea produselor nesigure de pe piață. „Este un progres care va revoluționa capacitatea Uniunii Europene de a reacționa la crizele în materie de siguranță alimentară și de a combate frauda alimentară. Va permite detectarea mai rapidă a fraudelor și a celor care încearcă să eludeze condițiile noastre de import”, a declarat Olivér Várhelyi, comisar european pentru sănătate și bunăstare animală. Platforma IA utilizează date din sistemele europene de siguranță alimentară și este accesibilă acum autorităților naționale din toate statele membre. Aceasta le permite să direcționeze mai eficient controalele și să efectueze investigații mai detaliate fără a necesita resurse suplimentare, potrivit unui comunicat al Executivului european. Instrumentul are și un rol preventiv, ajutând la identificarea rapidă a modelelor comerciale și a fluxurilor de producție, precum și la detectarea operatorilor suspecți. O versiune pilot a fost deja folosită în retragerile recente de lapte praf pentru sugari, produs cu ingrediente contaminate din China. Proiecte europene pentru mediu și sisteme alimentare Peste o sută de milioane de euro se vor investi în șapte proiecte strategice selectate recent de Comisia Europeană, cu finanțare în cadrul programului LIFE. Acestea vor contribui la consolidarea stabilității economice, a sistemelor alimentare și a ecosistemelor naturale, anunță Executivul european într-un comunicat de presă. Proiectele se derulează în Finlanda, Franța, Grecia, Țările de Jos, Portugalia, Slovacia și Spania și vor sprijini punerea în aplicare a politicilor europene în domeniul mediului și al climei, cu accent pe reziliența climatică și a resurselor de apă, refacerea naturii, economia circulară și utilizarea durabilă a terenurilor. Se preconizează că aceste inițiative vor mobiliza investiții publice și private naționale suplimentare. Finanțarea celor șapte proiecte face parte dintr-un buget mai mare, de 5,43 miliarde de euro, alocat programului LIFE pentru perioada 2021-2027. În propunerile Comisiei pentru perioada post 2027 sunt incluse acțiuni LIFE integrate în diferitele componente ale viitorului cadru financiar multianual, în special în domeniul „tranziției curate și decarbonizării” al Fondului european pentru competitivitate, precum și în „mecanismul UE” din cadrul planurilor și programelor naționale și regionale. Soluții digitale pentru servicii mai eficiente în mediul rural O inițiativă europeană finanțată prin programul Horizon Europe arată cum tehnologiile digitale pot transforma viața în comunitățile rurale. Proiectul AURORAL a dezvoltat o infrastructură digitală deschisă, care permite diferiților operatori locali, de la agricultură și transport școlar până la energie, să partajeze date în siguranță și să funcționeze mai eficient, se arată într-un material publicat pe platforma Comisiei Europene. Tehnologia a fost testată în șapte regiuni rurale europene și poate fi adaptată pentru numeroase servicii. Un exemplu vine din Laponia, unde o aplicație de transport școlar îi ajută pe părinți să verifice rapid dacă elevii au ajuns la școală, iar șoferii de autobuz primesc notificări automate dacă un copil lipsește sau trebuie preluat din alt loc. Sistemul este folosit în două localități finlandeze pentru peste 200 de elevi și a înlocuit metodele tradiționale, precum listele pe hârtie sau mesajele WhatsApp. Platforma digitală utilizează tehnologii avansate de conectivitate și analiză a datelor pentru a optimiza traseele și a reduce deplasările inutile. Potrivit coordonatorilor proiectului, acest lucru poate reduce consumul de energie și emisiile cu aproximativ 25% pe an. În nordul Italiei, producătorii de lactate utilizează sistemul pentru a monitoriza sănătatea și producția de lapte a efectivelor lor de bovine, prin schimbul de date în condiții de siguranță cu fermele învecinate. În Catalonia, tehnologia ajută la transformarea deșeurilor viticole în biomasă pentru energie regenerabilă. Proiectul a reunit 25 de organizații din 10 țări europene, combinând expertiza cercetătorilor, a dezvoltatorilor de tehnologie și a autorităților locale, și urmărește să stimuleze dezvoltarea unor „comunități inteligente”, care folosesc instrumente digitale pentru a sprijini economia locală și tranziția verde.
POLITICO Energy host Manuel Quiñones sits down for an extended interview with Daniel Yergin, the vice chairman of S&P Global and chairman of CERAWeek, one of the world's largest and most influential gatherings of energy leaders and policymakers. They preview next week's conference and discuss the major forces shaping the global energy agenda, including the rapid rise of artificial intelligence and data centers, geopolitical tensions in the Middle East and shifting energy markets. Manuel Quiñones is the congress editor for POLITICO's E&E News. Stefan Todorovic is the video producer of POLITICO Energy. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy. Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO's E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here: ➤ X: https://x.com/politico/ ➤ Instagram: / politico ➤ Facebook: / politico For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switchAnd for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices
How can HR Operations help transform the function and drive business impact?Why should HR shift from People First to People Forward strategy?My guest on this episode is Girish Ganesan, Chief People Officer, S&P GlobalDuring our conversation, Girish and I discuss the following: Why HR operations are the foundation of real impactWhy credibility requires understanding the work beneath the workHow HR teams can shift from "People First" to "People Forward"Why execution is becoming a defining capability for next-generation HR leaders.Why adaptive leadership is critical in the age of AI. Connecting with Girish: Connect with Girish on LinkedIn Episode Sponsor: Next-Gen HR Accelerator - Learn more about this best-in-class leadership development program for next-gen HR leadersHR Leader's Blueprint - 18 pages of real-world advice from 100+ HR thought leaders. Simple, actionable, and proven strategies to advance your career.Succession Planning Playbook: In this focused 1-page resource, I cut through the noise to give you the vital elements that define what “great” succession planning looks like.
S&P Global Energy's Global Power Markets Conference will be held April 13–15, 2026, at the Four Seasons Hotel in Las Vegas, Nevada. Learn more and register at: bit.ly/POWERPOD. Use the code POWERPOD at checkout to get a 10% discount on registration. The event returns at a pivotal moment for the energy sector. With national energy policy undergoing rapid transformation, federal incentives shifting, and geopolitical pressures reshaping global trade, the stakes for market participants have never been higher. From new tax structures to tariffs and a renewed emphasis on baseload generation, decision-makers are navigating profound changes that will impact the U.S. and global power markets. Join many of the industry's top experts in Las Vegas to network with energy executives from around the world and discuss the challenging volatility of the global financial markets, the opportunities available in transformative technologies, and all the latest topics impacting businesses. Get actionable insight from industry leaders, including: • Changing investor strategies as growing power demand transforms regional markets • Opportunities and advances in key technologies: new nuclear, renewables, battery storage, and carbon sequestration • Innovative financing models, M&A outlook, and public-private partnerships • New directions and critical changes in policy, impacting every energy industry. Be a part of the conversations shaping the future of power markets. Learn more and register at: https://bit.ly/POWERPOD. Use the code POWERPOD at checkout to get a 10% discount on registration.
Today we had the honor of welcoming back Dr. Dan Yergin, Vice Chairman of S&P Global and Chairman of CERAWeek. Dan is a Pulitzer Prize-winning author, one of the most respected voices in energy, and a longtime authority on the intersection of energy, geopolitics, and the global economy. He is also the author of The Prize, The Quest, and The New Map, books that have helped shape how the industry understands energy history, markets, and geopolitical risk. With CERAWeek kicking off on March 23, we were delighted to hear Dan's latest insights on the evolving energy landscape, along with a preview of the key themes and conversations likely to shape this year's conference (current agenda available here). Our conversation began with Dan's perspective on how recent events in Iran have dramatically changed the backdrop heading into CERAWeek, and why the market may have been too complacent in the early days of the disruption. Dan shares his view that bad policy is often made under duress, reminds us that oil prices were already moving higher during the Gulf buildup, and explains why this moment should be viewed through a broader lens than just the formal start of the conflict itself. We explore the themes likely to shape CERAWeek this year, including the growing convergence of energy, power, and tech, the role of gas and electricity in the AI buildout, the importance of critical minerals and copper, infrastructure and permitting, nuclear, and the future direction of upstream oil and gas. We touch on Europe's continued energy vulnerability, the renewed importance of U.S. LNG, the prospect of Europe once again competing with Asia for cargoes, the unique risks that LNG faces through the Strait of Hormuz, and the broader implications for global gas markets. We discuss the range of outcomes for Gulf production shut-ins, why U.S. producers are unlikely to react to short-term price spikes, how insurance, freight costs, and physical security are shaping traffic through the Strait, and what the performance of the U.S. and Israeli militaries indicates about the scale of planning behind this operation. We also look at the longer-term questions underneath the current crisis, including the changing role of Gulf capital, the infrastructure limits around the Strait, the historic arc of Iran's posture in the region, and why the convergence of tech and energy may be one of the most important and constructive forces shaping the industry today. As always, it was an insightful and thought-provoking discussion. Many thanks to Dan for sharing his perspective and time with us all. Mike Bradley started the show by noting that the market conversation this week has once again been focused on U.S. strikes against Iran and the short- and intermediate-term fallout across commodities and equities. In crude, he highlighted that WTI has moved from the mid-$60s/bbl before the war to ~$85/bbl, after peaking near $120/bbl on Sunday night into Monday morning. The effective shutdown of the Strait of Hormuz has been the main driver for global oil prices, with Iraq, Kuwait, and Saudi Arabia cutting production by 5–7 mmbpd due mostly to onshore oil storage constraints. WTI fell roughly $10/bbl in Tuesday's trading due to rumors of a potential coordinated global SPR release of 300–400 million barrels. This war in Iran, at this point, should be viewed differently than the Ukraine war from an oil, natural gas, and economic standpoint. Global oil prices peaked about one month into that conflict, EU natural gas prices peaked roughly six months in, and economic stats such as U.S. CPI and PPI were significantly higher than today, so the pain threshold heading into this war seems more manageable. On the Energy equity front, the Energy sector is flattish since the Iran war started, significantly underperforming oil prices, with investors choosing not to chase energy equities with the move h
Hear from Nvidia CEO Jensen Huang on why he thinks huge capital expenditure on AI technology will continue as SBS Finance Editor Ricardo Gonçalves speaks with Heath Moss from HLM Investments about the days market action including a recovery in tech stocks and a look at Qantas' half-year results. Plus Erin Kitson from S&P Global explains how borrowers are likely to cope with rising interest rates.
Electric co-ops are grappling with rising costs, but members are in no mood for rate hikes. Load growth can help, but it's not without risks. In this episode of the Power Plays podcast, S&P Global's David Bodek and CoBank credit leader Rob Galena take a hard look at the landscape and map out co-op financial flexibility.
We just had a historic 14% difficulty adjustment, weather-driven hash rate curtailments, and the groundbreaking Bitcoin-backed bond from Ledn. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Matt from CoinShares, Kaan from Luxor, and Jay from Lygos join us to talk about the massive 14.7% Bitcoin difficulty adjustment and the impact of the recent Arctic blast on North American miners. We dive deep into Luxor's 21-month mining analysis, showing why hedging has outperformed spot mining since the 2024 halving. Finally, we discuss Ledn's historic Triple B-rated Bitcoin-backed bond and how institutional investors are beginning to view Bitcoin as high-quality collateral compared to traditional assets. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Bitcoin difficulty spikes +14.73 • Hashprice drops to all-time low of $30/PH/day. • ERCOT uneconomic hours rose over 900%. • Ledn bond rated Triple B- by S&P Global. • Hedging outperformed spot mining in 2025 Timestamps: 00:00 Start 02:56 Bombshell difficulty adjustment!!! 20:08 Ledn's $188M Bitcoin-Backed Bond Securitization 31:03 Nakamoto acquires Bitcoin Conference & UTXO Mgmt 38:24 Datacenter cry corner/culture corner
In this episode, Peter Swartz, Co-Founder and Chief Science Officer at Altana, reveals how the company's AI-powered supply chain knowledge graph has helped stop hundreds of millions of dollars in forced labor goods from crossing borders and contributed to some of the largest counter-narcotics seizures in investigators' careers. Peter shares the real-world impact Altana is making across both the public and private sectors.Peter breaks down how Altana's multi-tier supply chain visibility works to trace forced labor cotton through global networks, how dual-use chemicals are being diverted into fentanyl production, and how the platform helps governments and enterprises collaborate to avoid billions of dollars in trade disruptions while saving hundreds of millions in tariff fees.Key Topics Covered- How Altana blocked hundreds of millions of dollars in forced labor goods at U.S. borders- The role of AI knowledge graphs in mapping multi-tier global supply chains- How Altana supports CBP enforcement of the Uyghur Forced Labor Prevention Act- Product passports and how they expedite legitimate goods through customs- The difference between forced labor entering legit supply chains vs. legit goods entering illicit ones- How logistics companies use Altana to prevent their networks from being misused- Proactive vs. reactive approaches to supply chain risk using probabilistic AI models- Scenario modeling for geopolitical disruptions including Taiwan and global conflicts- Saving billions in supply chain disruptions and hundreds of millions in tariff feesEpisode Timestamps00:00 - Introduction and overview of Altana's real-world impact00:41 - Understanding forced labor as a multi-tier supply chain problem03:09 - Hundreds of millions in forced labor goods stopped at borders03:45 - How the AI knowledge graph maps global supply chain connections04:15 - Working with CBP on the Uyghur Forced Labor Prevention Act04:35 - Product passports and expediting goods through customs04:51 - Counter-narcotics and the dual-use chemical problem05:45 - Helping logistics companies stop network misuse06:27 - From alert to action and the system handoff process06:49 - Responsible AI and the role of human-in-the-loop decisions07:33 - Proactive vs. reactive supply chain intelligence08:08 - Scenario modeling for geopolitical disruptions and resiliencyAbout Peter SwartzPeter Swartz is Co-Founder and Chief Science Officer at Altana. He has spoken on global trade, supply chains, and machine learning at the World Trade Organization, the World Customs Organization, the U.S. Court of International Trade, and the National Academies of Medicine. Previously, Peter was Head of Data Science at Panjiva, listed as one of Fast Company's most innovative data science companies in 2018 and later acquired by S&P Global. He holds patents in machine learning and global trade, and completed his education at Yale, MIT, and EPFL.About AltanaAltana is the world's first Value Chain Management System, providing AI-powered supply chain intelligence to governments, enterprises, and logistics providers. The platform is built on a proprietary knowledge graph comprising more than 2.8 billion shipments, tracking over 500 million companies and 850 million facilities globally. Altana covers more than 50% of global trade, making it the most comprehensive and accurate supply chain map available.Resources Mentioned- Altana Atlas platform and AI knowledge graph- U.S. Customs and Border Protection (CBP)- Uyghur Forced Labor Prevention Act (UFLPA)- Product passports for cross-border compliance- Altana's disruption and tariff scenario modeling toolsPeter's Socials:LinkedIn — https://www.linkedin.com/in/pgswartz/Partner LinksBook Enterprise Training — https://www.upscaile.com/
Muy buenos días, nos dormimos con la noticia de que Plata ya puede operar como banco, pero amanecemos con la fecha de cuándo lo hará. Nos lo revela su fundador y director. En el universo de la banca corporativa, platicamos con Luis Brossier, el nuevo CEO de Citi México, quien nos detalla su estrategia para 2026. Curiosa visita la que hace S&P Global a Palacio Nacional, Perú ya tiene nuevo presidente (interino) y Mark Zuckerberg enfrenta las consecuencias de la adicción a sus redes.
18 Feb 2026. Dubai Holding and Nord Anglia Education are partnering to develop and operate premium schools across Dubai, with the first opening in Dubai Production City. We unpack what this means for the emirate’s education landscape. Plus, DMCC’s Ahmed Bin Sulayem joins us to discuss redevelopment plans in JLT and the outlook for commodities. UAE-born hotel brand Rove expands into Egypt, COO Paul Bridger shares the strategy. And S&P Global says sustainable bond issuance in the Middle East could reach $25 billion, we speak to the director.See omnystudio.com/listener for privacy information.
In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholders. They break down Alphabet’s blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to “own the transaction layer” online), but also debate the market’s unease as buybacks take a back seat to massive capex plans. They then unpack why S&P Global got punished despite only a slight miss, and discuss which parts of the business could be most exposed to AI-driven disruption (while also noting the durability of the ratings moat). Next, they touch on Allied Properties REIT after a brutal drop tied to equity issuance and weakening leasing trends. The episode wraps with Amazon’s strong AWS momentum and accelerating infrastructure buildout, a candid look at Lightspeed’s worrying sequential slowdown and its growing merchant cash-advance/lending exposure, and Spotify’s margin and free-cash-flow surge—plus the competitive threat from YouTube Premium as pricing converges. Tickers of Stocks Discussed: GOOG, AMZN, SPGI, AP-UN.TO, LSPD.TO, SPOT Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Lea Oetjen über den Ausverkauf der Tech-Lieblinge, die neuen KI-Pläne von Amazon und den nächsten Dämpfer für Novo Nordisk. Außerdem geht es um Microsoft, Oracle, Palantir, Synopsys, Alphabet, FactSet Research, S&P Global, Rheinmetall, Renk, Hensoldt, Eli Lilly, Hims & Hers Health, Estée Lauder, Qiagen, Rational und Nvidia. https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ 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 und AAA-Newsletter. 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. Der Börsen-Podcast 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
Plus: Shares of European legal publishing companies RELX and Wolters Kluwer fall after Anthropic releases new AI legal tools. And the selloff expands to data-providers like S&P Global and FactSet. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Welcome back to the channel!In today's update, we cover Trump's comments on year-round E15, growing weakness in the U.S. dollar, 2026 acreage debates, heat stress in Argentina, fresh USDA flash sales, and China's latest soybean buying behavior.⛽
Hubert Joly is a Harvard Business School lecturer and globally recognized leadership thinker focused on re-founding business around purpose and people. A former Chairman and CEO of Best Buy, he led one of the most celebrated corporate turnarounds of the past decade by rejecting cost-cutting playbooks in favor of purpose-driven strategy. At Harvard Business School, he co-leads flagship CEO programs and advises organizations on developing next-generation leaders. Joly serves on the boards of Johnson & Johnson and S&P Global, is a trustee of the New York Public Library, has been named among the world's top CEOs and management thinkers by HBR, Barron's, Glassdoor, and Thinkers50, and is the bestselling author of The Heart of Business. In this episode we discuss the following: When Hubert became CEO of Best Buy, he resisted the instinct to cut, cut, cut. Instead, as a first-time CEO, he chose to be a learn-it-all rather than a know-it-all—constantly asking, What's working? What's not? And what do you need? He then held himself to a strong “say-do” ratio, making sure his actions matched his words. I was also struck by the hierarchy he emphasized at Best Buy: people, business, finance. Of course a company has to make money. But when meetings start with finance or strategy, the implicit message is that people come second. Best Buy ultimately clarified this by defining its purpose as enriching lives through technology by addressing human needs. Another powerful idea was Hubert's reminder that culture changes faster than we think—if behavior changes first. If you want to be customer-centric, don't just talk about customers. Spend time with them. Behavior shapes culture surprisingly fast. Give a name or brand to our behavior change goals.
El ejército de Estados Unidos capturó la semana pasada en el Atlántico norte al petrolero Marinera, conocido hasta pocos días antes como Bella 1. A pesar de que navegaba con bandera rusa y de que lo hacía sin carga, el buque fue interceptado tras ser acusado de formar parte de la llamada “flota fantasma" que utilizan Gobiernos como los de Venezuela, Rusia e Irán para evadir sanciones internacionales. La operación fue ejecutada por un equipo de operaciones especiales que partió desde una base en Gran Bretaña, aprovechando que el navío, de grandes dimensiones, transitaba de camino a Rusia por un paso estratégico entre Escocia e Islandia. Esta acción se enmarca dentro del "bloqueo total y completo" anunciado el mes pasado por Donald Trump contra los petroleros vinculados a Venezuela. El Bella 1 ya contaba con sanciones previas desde 2024 por transportar crudo iraní. Al advertir que habían detectado su presencia, el capitán recibió órdenes de adentrarse en el Atlántico, apagó el sistema de identificación automática (AIS) y cambió el nombre y la bandera del buque para intentar despistar a las autoridades. Pero los guardacostas de EEUU no le perdieron de vista y fueron siguiéndole hasta que estuviese situado en un punto donde pudiera ser abordado con seguridad. El AIS es un transpondedor obligatorio que garantiza la seguridad marítima y permite que los barcos se vean entre sí. Apagarlo es una práctica común de las naves que operan en la sombra. La flota fantasma no ha hecho más que crecer en los últimos años y hoy representa un problema de primer orden. Según datos de S&P Global y TankerTrackers, existen cerca de mil barcos que transportan petróleo y derivados objeto de sanciones. Estos buques suelen tener más de 20 años de antigüedad, carecen de seguros occidentales y utilizan banderas de conveniencia de países con regulaciones marítimas muy laxas como Gabón o Camerún. Además, emplean técnicas sofisticadas como la falsificación de coordenadas GPS y realizan maniobras arriesgadas como transferir crudo a de barco a barco en alta mar para ocultar el origen del petróleo. En el caso de Venezuela, aproximadamente el 70% de sus exportaciones dependen de estos buques de la flota fantasma. El Gobierno estadounidense parece que por fin se ha puesto en serio a combatir esta lacra, pero sólo los que se dirigen o salen de Venezuela, obviamente como herramienta del presión para el actual gobierno de Delcy Rodríguez. Aunque las potencias occidentales llevan años intentado asfixiar la logística de la que se valen estos barcos mediante sanciones a empresas de gestión y servicios de suministro de combustible (bunkering), la flota ha seguido funcionando debido a la demanda de países como China e India, que aprovechan los descuentos del crudo sancionado. La captura del Marinera supone un cambio de estrategia. Ahora deben contemplar también el abordaje directo, lo que sólo puede leerse como una advertencia clara para que en Caracas se percaten que el bloqueo va en serio. Pero si solo se queda para Venezuela no servirá de mucho, la flota seguirá operando y, al mismo tiempo, proporcionando recursos a dictaduras como la rusa o la iraní. En La ContraRéplica: 0:00 Introducción 3:35 Petroleros en la sombra 32:29 Las protestas en Irán 38:53 Las motivaciones de Trump 43:22 ¿Es posible sancionar a EEUU? · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #petroleo #venezuela Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
TOPIC: 2025 Review PANEL: Jeff Schuster, S and P Global; Joann Muller, Axios; Joe White, High Speed Rodeo; Gary Vasilash, shinymetalboxes.net
This Week In Startups is made possible by:Quo - http://quo.com/TWiSTSquarespace - https://www.Squarespace.com/TWISTMiro - http://miro.com/Today's show: Michael Saylor's Strategy play is struggling with the price of Bitcoin on a steep decline… Is his new “dollar reserve” the answer?On TWiST, we're looking into the state of $MSTR and why Jason remains SO skeptical about this increasingly convoluted financial scheme.Is CNBC giving Michael Saylor a pass? Is that why he won't go on “All-In”? And do investors realize that loans go BEFORE equity? We're asking the TOUGH questions…PLUS Jason's Four Red Flags for companies with convoluted tactics… Why S&P Global downgraded Tether, and why Jason thinks the US government waited TOO LONG to pass stablecoin regulations… Jason reacts to the NYT “hit piece” on Bestie David Sacks… we're checking out the new Matic robot vacuum and Sunday Robotics' Memo bot… PLUS much more of the day's biggest tech news and stories.Timestamps:(03:04) Why Jason broke his “No Demo Day” rule for the LAUNCH 35 Accelerator(07:08) What we can learn from BitcoinTreasuries.net about the marketplace(07:42) Why Jason remains SO skeptical on $MSTR… and any sufficiently convoluted financial scheme…(7:56) Jason's Four Red Flags for rogue companies and financial schemes(9:49) Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at http://quo.com/TWiST(14:31) When loans go before equity, and how this can dilute your investment!(18:05) Is CNBC giving Michael Saylor a pass? Why Jason thinks he won't go on “All-In.”(19:30) Checking in with Polymarket's thoughts on potential MicroStrategy Bitcoin sales(20:21) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://squarespace.com/twist(22:58) Speaking of complex schemes… why S&P Global downgraded Tether(29:26) Is Tether too good to be true, as an investment?(25:17) Why Jason thinks the US waited too long to pass stablecoin regulations.(30:24) Miro - Help your teams get great done with Miro. Check out http://miro.com to find out how!(36:15) Jason's reaction to the NYT piece about Bestie David Sacks(43:14) Is there a growing divide within the GOP about how to engage with tech companies?(44:04) What are “Glue Employees” and why are they important?(45:03) How to tell your “Glue Employees” apart from the “union reps” and other rabble rousers…(51:50) Sunday Robotics: another human-ish robot but with WHEELS (and a baseball cap)(56:05) We're checking out the Matic robot vacuum as well… Should these products be combined?*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(9:49) Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at http://quo.com/TWiST(20:21) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://squarespace.com/twist(30:24) Miro - Help your teams get great done with Miro. Check out http://miro.com to find out how!Great TWIST interviews: Will Guidarahttps://youtu.be/pvJa2pzuXWQEoghan McCabehttps://youtu.be/9dHN4YFkgv4Steve Huffmanhttps://podcasts.apple.com/us/podcast/reddit-ceo-steve-huffman-on-mod-revolt-building-a/id315114957?i=1000617333424Brian Cheskyhttps://podcasts.apple.com/ca/podcast/airbnb-ceo-brian-chesky-on-early-rejection-customer/id315114957?i=1000611761112