POPULARITY
36 episodes with p global
7 episodes with p global
16 episodes with p global
7 episodes with p global
6 episodes with p global
4 episodes with p global
6 episodes with p global
3 episodes with p global
3 episodes with p global
The PJM capacity auction this month broke records with sky-high wholesale power prices — and that was by design. Under PJM's auction rules, tight supply raises prices, incentivizing the development of new generation and encouraging existing generation to stay online. The big driver of that tight supply? Data-center driven load growth. The independent system operator covers Virginia, one of the densest and fastest-growing regions for data center development. So will higher wholesale prices incentivize enough generation to meet load growth without provoking the public with higher bills? In this episode, Shayle talks to Steve Piper, research director of North American power and renewables at S&P Global. Steve and Shayle cover topics like: Why Steve says PJM and other stakeholders became concerned that low prices weren't incentivizing enough generation to stay on the market Why ISOs upping resource adequacy requirements across technologies, while raising targets for reserve margins The bottlenecks slowing down the development of new generation What's holding back demand response in the auction Resources: Latitude Media: Will Pennsylvania be the nation's AI-energy model? PJM: PJM Auction Procures 134,311 MW of Generation Resources; Supply Responds to Price Signal Utility Dive: PJM capacity prices set another record with 22% jump Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude. Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
Watch episode on youtube: https://youtu.be/zkSZZf4LcZUPublished August 2024. In this episode of "What's the Risk?" we take a look at the historic performance of the S&P/ASX 300 A-REIT Index (Total Return), which is an index comprising Australian real estate investment trusts (A-REITs) with residential, office, retail, and industrial properties.Some people would know Vanguard's VAP as an ETF that attempts to track the return of the S&P/ASX 300 A-REIT Index before fees, expenses and tax.S&P/ASX 300 A-REIT Index. April 2000 - Present: S&P/ASX 300 A-REIT Index (Total Return), Source: S&P.June 1992 - March 2000: ASX 300 Listed Property Accumulation Index, Source: ASX January 1982 - May 1992: ASX All Ordinaries Listed Property Accum Index Returns in AUD Copyright 2024 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ www.mfg.com.auMancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.
Watch episode on youtube: https://youtu.be/LL5yBQMUVngPublished July 2024.In this episode of "What's the Risk?" we take a look at the historic performance of the S&P 500 Index going back to 1926.Some people would know the ETFs that seek to track the performance of this index as Blackrock's IVV, Vanguard's VOO and State Street's SPY. It's a popular index with many investors around the world, but not everyone has long term picture of the data, and what goes into that double digit return over nearly 100 years.S&P 500 Index 1/1926 - 12/2023. January 1990 - Present: S&P 500 Index. Total Returns in USD. Source: Standard & Poors Index Services Group. January 1926 - December 1989: S&P 500 Index Source: Ibbotson data courtesy of © Stocks, Bonds, Bills and Inflation Yearbook, Ibbotson Associates, Chicago (annually updated works by Roger C. Ibbotson and Rex A. Sinquefield). Copyright 2024 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ www.mfg.com.auMancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.
The following stories were covered during today's show: The White House released "Winning the AI Race: America's AI Action Plan;" the U.S. Labor Department reported the U.S. Weekly Jobless Claims; S&P Global released the Composite Purchasing Manager's Index (PMI), the Manufacturing PMI Contracts, and Services PMI; the Mortgage Bankers Association reported the Weekly Mortgage Application Volume Index; the U.S. Commerce Department's Census Bureau reported June U.S. New Home Sales; Kevin has the details, sifts through the data, offers his insights, puts the data into historic perspective and offers an opinion or two. Oil and gas prices react to expected Russian cuts in gasoline exports, optimism over U.S. and European Union trade negotiations, sharper than expected draws on U.S. crude oil inventories, ongoing Russia and Ukraine peace talks and uncertainty over U.S. - China trade talks.
The following stories were covered during today's show: The White House released "Winning the AI Race: America's AI Action Plan;" the U.S. Labor Department reported the U.S. Weekly Jobless Claims; S&P Global released the Composite Purchasing Manager's Index (PMI), the Manufacturing PMI Contracts, and Services PMI; the Mortgage Bankers Association reported the Weekly Mortgage Application Volume Index; the U.S. Commerce Department's Census Bureau reported June U.S. New Home Sales; Kevin has the details, sifts through the data, offers his insights, puts the data into historic perspective and offers an opinion or two. Oil and gas prices react to expected Russian cuts in gasoline exports, optimism over U.S. and European Union trade negotiations, sharper than expected draws on U.S. crude oil inventories, ongoing Russia and Ukraine peace talks and uncertainty over U.S. - China trade talks.
Watch episode on youtube: https://youtu.be/4CUPOFwJ1IcFirst published June 2024. In this episode of "What's the Risk?" we take a look at the historic performance of the MSCI World ex Australia Index (net div., AUD) combined with the S&P/ASX 300 Index (Total Return).Some people would know the combination of the ETFs that seeks to track the performance of these indices as the VAS/VGS split, so it's an interesting look back through the 80's, 90's and 2000's before Vanguard's ETF's were in existence.So we go back to the inception of the portfolio in 1980 to look at the ups and downs along the way. If you're looking for long term investment strategies using these indices may be of value to you.S&P/ASX 300 Index (Total Return) 1/1980 - 12/2023. April 2000 - Present: S&P/ASX 300 Index (Total Return), Source: S&P June 1992 - March 2000: ASX 300 Accumulation Index, Source: ASX January 1980 - May 1992: ASX All Ordinaries Accumulation Index, Source: ASX Returns in AUD Copyright 2024 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.MSCI World ex Australia Index (net div., AUD) 1/1975 - 12/2024. January 1975 - present: MSCI World ex Australia Index (net div.) Total Returns Net Dividends in AUD Source: MSCI. Country Code: AA MSCI data © MSCI 2024, all rights reserved.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ www.mfg.com.auMancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.
View this episode on youtube: https://youtu.be/e5F8eI88Biw June 2024. In this episode of "What's the Risk?" we take a look at the historic performance of the S&P/ASX 300 (Total Return) Index. Some people would know the ETF that seeks to track the performance of this index as Vanguard's VAS, so we go back to the inception of the index in 1980 to look at the ups and downs along the way. If you're looking for long term investment strategies using the ASX 300 might be of value to you.S&P/ASX 300 Index (Total Return) 1/1980 - 12/2023. April 2000 - Present: S&P/ASX 300 Index (Total Return), Source: S&P June 1992 - March 2000: ASX 300 Accumulation Index, Source: ASX January 1980 - May 1992: ASX All Ordinaries Accumulation Index, Source: ASX Returns in AUD Copyright 2024 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ www.mfg.com.auMancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.
It's not for the faint of heart: succeeding as a manufacturer in the fiercely competitive solar and energy storage industries. So, why do some companies thrive, while others fail? As relatively young industries, clean energy markets offer rapid opportunities – but they can disappear just as quickly. The solar industry, in particular, has seen a long list of manufacturers rise and fall amid shifting market forces and policy landscapes. Today, with solar nearing maturity and battery storage following close behind, there's renewed optimism. Greater policy stability, growing investor confidence, and economies of scale could pave the way for a more resilient and diverse manufacturing ecosystem. How this plays out will vary across regions – making it all the more important to examine what's working, what's not, and what lessons we can take forward. Jonathan Gifford discusses in this podcast with Ivan Saha, Sebastian Gatz, and Josefin Berg, why the competition in the solar industry and energy storage market is so challenging. About the Speakers Ivan Saha is the CEO of Renewable Manufacturing at Reliance Infrastructure (Rinfra). Before this, he worked at the Indian solar manufacturer Vikram Solar for nearly a decade, serving as both CTO and CEO. Sebastian Gatz is the Vice President, Renewable Energies & Strategic Partnerships at Von Ardenne. Before joining Von Ardenne, Gatz had diverse experience with production equipment suppliers, including Meyer Burger and Manz. Josefin Berg is a Research & Analysis Manager for Solar & Energy Storage at S&P Global Commodity Insights. She has worked in solar and storage analysis at IHS Markit, which was then acquired by S&P, for approximately 15 years. About the Companies Reliance Infrastructure Reliance Infrastructure is a part of the Reliance Group. It is in the business of providing Engineering and Construction (E&C) services for power, roads, metro rail and other infrastructure sectors. The company is a leading Indian utility, having presence across the value chain of energy businesses. Von Ardenne is a technology company specializing in the development and production of vacuum coating systems and processes. Based in Dresden, Germany, it is a world market leader in large-scale architectural glass coating and thin-film photovoltaics. S&P Global Commodity Insights is a leading independent provider of information, benchmark prices, and analytics for the energy and commodities markets. It's a division of S&P Global, a global provider of financial information and analytics. The company offers insights, data, and price assessments for various commodities, including oil, gas, power, petrochemicals, metals, agriculture, and shipping
En el capítulo 898 de este lunes, 14 de julio, @tomicarrio te cuenta sobre las expectativas para el dato de inflación que dará a conocer hoy el Indec, el upgrade de S&P Global para Mercado Libre y el millonario monto que le pide la Justicia a Cristina Kirchner y el resto de los condenados por la causa Vialidad. Además, Juan Pablo Álvarez en #LaFija con Fernando Marengo, de Black Toro.
Tune in to this episode of the Security Token Show where this week Herwig Konings and guest contributors, Tal Elyashiv, Managing Partner at SPiCE VC, Nico Pantelis, Partner at Blue Bay Ventures, and Jason Barraza cover the industry leading headlines and market movements, including Robinhood's tokenized stocks, stablecoin issuers like Circle and Ripple applying for bank charters, SPiCE VC's 3rd investor payout, and more RWA news! This week Jason Barraza had a chance to sit with Yuval Rooz, Co-Founder and CEO of Digital Asset, for an inside look at their $135 million raise, the growing momentum behind Canton Network including integrating with Nasdaq Calyspo, and why privacy, composability, and real world asset tokenization as a whole are going to change global markets. Did Yuval leave you on a cliff hanger before the RWA Foundation Updates? Jason and Yuval dive into it and more on the full interview available here: https://youtu.be/Aj4URNZo9uM Company of the Week - Herwig: Robinhood Companies in the news include SPiCE VC, Circle, Ripple, Robinhood, Republic, SpaceX, OpenAI, S&P Dow Jones Indices, Centrifuge, Anemoy, Janus Henderson, Midas, Fasanara, Morpho, Steakhouse Financial, Bitfinex Securities, Castle Community Bank, Arbra, Colb, Gemini, Arbitrum, Euroclear, Abu Dhabi Securities Exchange, FAB, HSBC, Bybit, xStocks, Dinari, BitGo, Spiko, Chainlink, MetaWealth, Securitize, Redstone, Apex Group, GLEIF, ERC-3643 Association, Kinexys by J.P.Morgan, S&P Global, Particula, 21X, GF Securities, Hashkey, OnRe, Lynq Network, European Central Bank, Ondo, Pantera, Zult, Stable, AMINA, Ripple, Paxos, World Liberty Financial, Plume, Paul Atkins/ SEC, SIFMA Check Out Tal's Book “Investing in Revolutions”: https://www.amazon.com/Investing-Revolutions-Creating-Transformational-Technology/dp/B0DKS3YFWV#detailBullets_feature_div TokenizeThis 2025 Conference Review: https://docsend.com/v/k8bn7/tt25 STM Predicts $30-50T in RWAs by 2030: https://docsend.com/view/7jx2nsjq6dsun2b9 More STM.co Reports: https://reports.stm.co/ Join the RWA Foundation and Read the Whitepaper: RWAF.xyz Learn More About WALLY DAO: WallyDAO.xyz ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction 0:16 Welcome 0:47 Market Movements 34:06 STS Interviews: Yuval Rooz, Digital Asset 45:23 RWA Foundation Updates 46:52 Token Debrief 58:18 Companies of The Week
On Episode 623 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius. SHOW NOTES(00:00) Stories of the Day(01:00) Markets fall in late trade as financials lose for the 4th session(04:51) Oil prices could touch $60 by year end, says S&P Global(07:57) India may give in on imports of GM farm products from the US(09:07) Murmurs of dedollarisation are rising again(19:44) Indian Express launches a new print edition at a time most media houses are expanding digitallyhttps://www.investing-referral.com/aff303For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Kevin discusses the U.S. attack on Iran's nuclear facilities, offers his insights and opinion on some of the questions being asked. Kevin talks about some of the details revealed by an invitation only group of retired generals and members of the Israel Defense Force. Kevin talks about Fred Smith, founder and executive chairman, FedEx Corp., who passed away over the weekend. S&P Global released the results of their Purchasing Managers Index from the Manufacturing sector and the Services sector; Kevin has the details. The National Association of Realtors released the May Existing Home Sales report; Kevin discusses the details, offers his insights and puts the data into perspective. Oil and gas prices reacts no oil supply disruption yet from the U.S. attack on Iran, rumors of disruption in the Strait of Hormuz supply route, a attack on a U.S. military base in Qatar and pressure from President Trump to oil producers to keep prices low
Kevin discusses the U.S. attack on Iran's nuclear facilities, offers his insights and opinion on some of the questions being asked. Kevin talks about some of the details revealed by an invitation only group of retired generals and members of the Israel Defense Force. Kevin talks about Fred Smith, founder and executive chairman, FedEx Corp., who passed away over the weekend. S&P Global released the results of their Purchasing Managers Index from the Manufacturing sector and the Services sector; Kevin has the details. The National Association of Realtors released the May Existing Home Sales report; Kevin discusses the details, offers his insights and puts the data into perspective. Oil and gas prices reacts no oil supply disruption yet from the U.S. attack on Iran, rumors of disruption in the Strait of Hormuz supply route, a attack on a U.S. military base in Qatar and pressure from President Trump to oil producers to keep prices low
On this episode of The Unlimited Podcast, Brian speaks with Michael Hyatt, one of Canada's most successful tech entrepreneurs and now a leading investor and family office principal. You may know Michael as the co-founder of BlueCat Networks, a global network infrastructure firm that was acquired by private equity in one of Canada's most notable tech exits, a commentator on the CBC News, or as a former guest Dragon on CBC's Dragon's Den. Before BlueCat, Michael co-founded and sold Dyadem, an engineering software company. He is currently Executive Chairman of cybersecurity business Datastealth and also chairs the Hyatt Family Foundation, where they focus on supporting many causes around girls' and women's health, education, and underprivileged communities. But as you'll hear in this conversation, Michael's story extends far beyond his startup wins.Brian and Michael dive deep into entrepreneurial resilience, how to scale and exit a company, and the evolution from founder to investor. Michael shares hard-won insights from building not one but two highly successful tech companies, his philosophy on hiring, and why letting go as a founder is often the smartest move you can make. They also explore how he built the Hyatt Family Office, the disciplines behind capital deployment, and his role as Senior Advisor at Northleaf Capital Partners.The discussion takes a sharp and candid turn into Canadian policy and innovation, where Michael pulls no punches on what's holding the country back—and what leaders like Mark Carney must do to turn it around. Plus: as the first episode in a series focused on AI, Michael provides his thoughts on the future of AI, what he's seeing as a Fellow at the Creative Destruction Lab, and how he's using AI tools today to vet investments and manage complexity at scale.Michael Hyatt is a tech entrepreneur, investor, and advisor. He co-founded BlueCat Networks (acquired by Madison Dearborn Partners) and Dyadem (acquired by IHS, now part of S&P Global). He is currently Executive Chairman of cybersecurity business Datastealth, leads the Hyatt Family Office, serves as Senior Advisor to Northleaf Capital, and mentors science-based startups through the Creative Destruction Lab. Michael has been named one of Canada's Top 40 Under 40, has appeared on Dragon's Den and The Pitch, and is widely regarded as a leading voice on business growth, innovation, and capital allocation in Canada.Timestamps:0:00 Disclaimer & Intro5:32 Michael's entrepreneurial beginnings11:57 Bringing in new leadership & building tech companies21:25 Working with family25:00 Michael's views on investing30:45 How does bitcoin fit into Michael's portfolio?35:02 Canada as a business environment42:27 The creative destruction lab & AI51:51 Michael's time on Dragon's Den53:43 How is Michael using AI?56:46 Outro
Maybe you've already heard, but we're in the midst of significant global and technological change. It will be a struggle for many businesses to adapt, but IBM is a company that's no stranger to change. Time and again, they've reimagined, restructured, and refactored their business to stay relevant. Our guest today, Shani Sandy, is playing an important role in IBM's current transformation as VP of Experience Design. Welcome to a live episode of Design Better recorded at THiS Connect presented by UserTesting in New York. We're talking with Shani today about how her team stays connected to users to design great products, design's role in the new era of AI, and how IBM is evolving. *** Learn more about UserTesting *** Bio Shani Sandy is a visionary design executive whose ethos—DESIGNING FORWARD—reflects a career dedicated to propelling businesses, communities, and cultures through intentional, people-centered innovation. With a powerful blend of strategic leadership and creative insight, Shani has led transformative initiatives for Fortune 500 companies, including pioneering roles as the first Executive Creative Director at S&P Global and the first Design Executive at IBM Systems. Her expertise lies in integrating multidisciplinary design, AI, and emerging technologies to elevate user experiences, drive measurable business outcomes, and cultivate design maturity across organizations. Known for aligning design strategy with C-suite objectives, Shani excels at translating complexity into clarity and forging collaboration across functions to deliver lasting impact. She is a sought-after keynote speaker, having shared her insights at premier conferences including 3% Conference, AIGA National, and Adobe Creative Jam. A passionate mentor and advocate for underrepresented creatives, Shani is equally committed to shaping the future of design leadership as she is to delivering on today's innovation. Whether guiding enterprise transformation or nurturing the next generation of designers, Shani leads with bold vision, strategic execution, and an unwavering focus on outcomes.
This week, our special guest is Daniel Yergin, Vice Chairman of S&P Global and Chairman of S&P's CERAWeek conference. Daniel is the Pulitzer Prize-winning author of “The Prize: The Epic Quest for Oil, Money, and Power”. His most recent book is “The New Map: Energy, Climate, and the Clash of Nations”. Please note that the interview with Daniel Yergin was recorded on June 11th, before the Israel and Iran conflict began on June 13th, 2025. Here are some of the questions Peter and Jackie asked Daniel Yergin: Why did you describe the energy transition as troubled and in need of a pragmatic path forward? Do you believe there is a growing consensus that the “fast energy transition” scenario is unrealistic? Do you anticipate Europe softening its green policies and subsidies or extending timelines for net-zero goals? How do you foresee the trade war and competition between the G2 (the United States and China) evolving? How dominant is China in clean energy, and what implications does this hold for the United States' ability to compete? What is OPEC's motivation for reintroducing supply to the market during a period of weaker demand? What strategy would you recommend for Canada to address US trade pressures and potential annexation threats? Content referenced in this podcast:Foreign Affairs, “The Troubled Energy Transition: How to Find a Pragmatic Path Forward” by Daniel Yergin, Peter Orszag, and Atul Arya (April 2025) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
Plenty of Buy-the-Dip excitement Trial Balloons - Next Fed Chair thoughts Excitement over China talks PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers Warm-Up - Trial Balloons - Next Fed Chair - Everyone loves to hate China these days - Trump and Musk breakup - Your DNA may be for sale Markets - Retail shares have wide earnings outcomes - Plenty of Buy-the-Dip excitement - Excitement over China talks - Lutnik is showing the thumb-up - Who is buying? Powell Replacement - President Trump considering naming Treasury Secretary Scott Bessent to succeed Fed Chairman Jerome Powell after his term ends in May 2026, according to Bloomberg - Just floating the idea (Trial balloon) at this point - YES! --- Proof - Wait 45 minutes: - White House official tells Reuters that Bloomberg reporting is "false" that Treasury Secretary Scott Bessent is being considered for Fed Chair China - Everyone loves to hate - China's May factory activity unexpectedly shrinks as tariffs dent sentiment — worst drop since 2022 - China's manufacturing activity in May shrank at its fastest pace since September 2022, a private survey showed Tuesday, as a sharper decline in new export orders highlighted the impact of prohibitive U.S. tariffs. - The Caixin/S&P Global manufacturing purchasing managers' index came in at 48.3, missing Reuters' median estimate of 50.6 and dropping sharply from 50.4 in April. It fell below 50, the mark that separates growth from contraction, for the first time since September last year. China Eco Who is Buying and Selling? - When President Donald Trump set off a global stock market slump in April with the announcement of sweeping new tariffs, small investors across Asia rushed to the US stock market to buy the dip. -Retail investors in South Korea turned net sellers of US equities in May for the first time since before Trump's election victory, while Japanese accounts became net sellers of US exchange-traded funds, according to official data. - The number of Singapore traders buying US stocks fell by a quarter in May from the previous period. Trump Musk Divorce (Mutual Assured Destruction) - Trump says Elon Musk went ‘CRAZY,' suggests cutting government contracts for his companies - “The easiest way to save money in our Budget, Billions and Billions of Dollars, is to terminate Elon's Governmental Subsidies and Contracts,” Trump wrote in a Truth Social post. ”I was always surprised that Biden didn't do it!” - Trump wished Elon "very well" in a presser on Monday night - “I took away his EV Mandate that forced everyone to buy Electric Cars that nobody else wanted (that he knew for months I was going to do!), and he just went CRAZY!” Trump wrote in the social media post. -- Musk fired back with pictures of Trump with Jeffrey Epstein and backed impeachment - “I asked him to leave,” Trump claimed. Musk called that “an obvious lie.” - - - - Does either one of these guys know the truth from a lie? -- Telsa stock dove harder than Trump's ratings post election on the spat BUT BUT - Wasn't the point of hiring Musk and the DOGE to reduce waste, fraud and abuse? - - Lots of positive thoughts on the job he was doing - Now that he found waste in the Big Beautiful Bill - he is banished??? Palantir CEO - CEO Alex Karp said the artificial intelligence arms race between the U.S. and China will culminate in one country coming out on top. - “My general bias on AI is it is dangerous,” Karp told CNBC's “Squawk on the Street” on Thursday. “There are positive and negative consequences, and either we win or China will win.” - Either way - Palantir wins - right? Select Retail
TOPIC: Ranking Car Brands PANEL: Stephanie Brinley, S and P Global; Tanya Gazdik, MediaPost; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv
ADP Research released the Private-Sector Payroll report; Kevin digs into the data, explains the information and offers his insights. The Institute for Supply Management released the Services ISM Report on Business; Kevin sorts through the data, clarifies the information and puts it into perspective. S&P Global issued their Services Purchasing Managers Index; Kevin has the details. Oil and gas prices react to larger-than-expected U. S. inventories of gasoline and diesel, unexpected drop in U.S. crude oil inventories, OPEC+ crude oil supply increases, "persistent tariff tensions" and Canadian wildfires.
ADP Research released the Private-Sector Payroll report; Kevin digs into the data, explains the information and offers his insights. The Institute for Supply Management released the Services ISM Report on Business; Kevin sorts through the data, clarifies the information and puts it into perspective. S&P Global issued their Services Purchasing Managers Index; Kevin has the details. Oil and gas prices react to larger-than-expected U. S. inventories of gasoline and diesel, unexpected drop in U.S. crude oil inventories, OPEC+ crude oil supply increases, "persistent tariff tensions" and Canadian wildfires.
Join Christine Dalton, Director, S&P Global and host Patrick Dolan for a deep dive into the growing interest in music securitization. This episode unpacks the music assets involved, the qualities that define strong music investments and the key characteristics of a well-structured securitized pool while also exploring the risks associated with these transactions. We also discuss the potential impact of artificial intelligence (AI) on music valuation and the music industry's outlook amid global uncertainty.Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify, or your preferred podcast app
Francesco Federico is Chief Marketing Officer at S&P Global, where he leads global marketing strategy across five divisions of the 165-year-old heritage brand. With a career that defies conventional paths, Francesco combines the analytical precision of his legal training with entrepreneurial vision and corporate leadership experience to drive marketing innovation in complex financial markets.Francesco's journey began with founding a digital marketing agency in Milan before holding transformative leadership roles at global organizations including Vodafone, Acer, and JLL. At each stop, he pioneered initiatives at the convergence of marketing, technology, and business growth—from launching Vodafone's first self-care mobile application to implementing real-time dynamic pricing algorithms that doubled conversion rates.As a recognized thought leader in Artificial Intelligence, Francesco's interest in AI dates back to his academic work, where he authored a thesis on AI applications in legal practice. Today, he explores how generative AI is reshaping marketing and business transformation through his widely-read newsletter "Chronicles of Change" and speaking engagements worldwide.At S&P Global, Francesco is pioneering a vision where human talent and agentic AI systems operate as unified marketing teams. This emerging approach aims to amplify strategic capabilities and creative intelligence while delivering enhanced efficiency and market relevance across financial and energy sectors
After a short break, the FINITE Podcast is back with a must-listen episode! This week, we hear from Valeria Bouchoueva, a marketer who's been through an incredible six acquisitions in six years while at Rizing, an SAP partner. Valeria shares practical lessons learned, mistakes to avoid, and the key metrics that drive successful acquisitions. Whether you're facing an acquisition or just curious about what happens behind the scenes, tune in for real-world insights and honest advice from someone who's been there. The FINITE Podcast is sponsored by Clarity, a full-service digital marketing and communications agency. Through ideas, influence and impact, Clarity empowers visionary technology companies to change the world for the better.
The U.S. Labor Department reported the weekly Initial Jobless Claims; Kevin has the details, digs into the data and offers his insights. S&P Global released the U.S. manufacturing purchasing managers index (PMI) and U.S. services PMI; Kevin discusses the report and offers his perspective. The National Association of Realtors reported April existing home sales; Kevin looks at the data and puts it into perspective. Oil reacts to OPEC+ discussing a production increase for July, an unexpected rise in U.S. crude oil inventories and the expiration of U.S. oil company Chevron's license to operate in Venezuela. Kevin pays tribute to our fallen heroes as we enter this Memorial Day Holiday weekend.
The U.S. Labor Department reported the weekly Initial Jobless Claims; Kevin has the details, digs into the data and offers his insights. S&P Global released the U.S. manufacturing purchasing managers index (PMI) and U.S. services PMI; Kevin discusses the report and offers his perspective. The National Association of Realtors reported April existing home sales; Kevin looks at the data and puts it into perspective. Oil reacts to OPEC+ discussing a production increase for July, an unexpected rise in U.S. crude oil inventories and the expiration of U.S. oil company Chevron's license to operate in Venezuela. Kevin pays tribute to our fallen heroes as we enter this Memorial Day Holiday weekend.
S&P Futures are weakening this morning in a reaction to Moody's lowering its credit rating on the U.S after markets closed on Friday. The downgrade was not unexpected as Fitch and S&P have already lowered their ratings. President Trump's sweeping tax-cut bill advanced through the House Budget Committee on Sunday night, overcoming a major hurdle after days of internal Republican disputes. Also, President Trump is scheduled to hold a call today with Russian President Putin today at 10:00 am to discuss a path forward to end hostilities with Ukraine. The key economic event in the week ahead will be the release of S&P Global manufacturing and services PMIs, along with data on existing and new home sales. Upcoming earnings reports from Target, Home Depot, and Lowe's will be closely watched for how these major retailers are adapting to the evolving tariff landscape and broader economic headwinds.
In this episode of PodCatalyst, Moody's Chief Corporate Affairs Officer Christine Elliott joins IABC Executive Director Peter Finn to share her journey of transforming the company's communications function. By integrating branding, government relations, community impact, and sustainability into the work they do, Moody's communicators have become invaluable players in the company's strategy. Christine walks us through how she created Moody's digital content team and its Story Lab, their source for premium content, including a Netflix-like docuseries that was shortlisted at Sundance. These efforts and more have had notably positive effects on Moody's social engagement and brand sentiment. As a former journalist for ABC News, Christine reflects on her career path to the C-suite, offering practical advice and insights for communicators aiming to advance their careers and make a meaningful impact in their organizations.+++++++++++++++Christine Elliott is chief corporate affairs officer at Moody's. She leads Moody's dialogue with key stakeholders, including employees, policymakers, government officials, and media to deepen understanding of the company's mission to be the definitive source of relevant insights on exponential risk.Christine has more than 25 years in senior level corporate communications roles. Prior to joining Moody's in 2021, she was executive vice president – worldwide communications at Mastercard and chief communications officer at S&P Global. She previously held a variety of communications positions at American Express and was a journalist for ABC News, where she earned an Emmy award.Christine has a bachelor's degree in communications and political science from the University of Michigan.+++++++++++++++LINKS Connect With IABC on Social MediaX (Twitter) | LinkedIn | Facebook | YouTube | InstagramVisit IABC Online https://www.iabc.com/ https://www.iabc.com/catalyst
The second in our series of the c-suite podcast that we're producing in partnership with payabl. and their ‘Pay It Forward' podcast, where we aim to shine the spotlight on the ever-changing world of payments with insights from merchants and leading industry experts. In this episode we focus on Alternative Payment Methods (APMs), which cover everything beyond traditional credit and debit cards, whether that's digital wallets, BNPL, crypto, open banking payments and much more. Joining Graham Barrett online to discuss the current APM landscape and what further developments might be on the horizon were Matteo Gamba, Head of Product, Global Payments and Fraud at Wayfair, Sophia Furber, FinTech Research Analyst, EMEA at S&P Global, and Alexander Burkhard, Third Party Acquirers Relationship and Implementation Management Lead, European Payments Initiative (EPI).
In this episode of Sales with ASLAN, Tom and Tab sit down with global sales enablement leader Tommy Kiernan (TK) to unpack what truly drives results in modern enablement strategies. From his experience leading global enablement at companies like Visible Alpha and post-acquisition by S&P Global, Tommy K shares battle-tested insights for aligning enablement with leadership, measuring the right outcomes, and using AI to drive performance.You'll learn:Why enablement must start with leadership (CRO, sales, and client success)How to move from measuring competencies to business outcomesThe power of conversation intelligence tools in building better scorecardsHow to manage change and assess team readiness through objective benchmarksWhether you're a sales leader or enablement pro, this episode offers tactical wisdom for building a program that actually drives growth.
At Insight222, we're seeing more and more leading companies approach workforce planning with the same discipline and structure as financial planning - treating it as a core part of how they run the business, not just an HR process. And one company that is doing this exceptionally well is S&P. So, in this episode of the Digital HR Leaders podcast, David Green sits down with Vice-President and Global Head of Organisational Analytics and People Insights at S&P Global, Alan Susi, to explore exactly what it takes to transform workforce planning into a true strategic capability. Join them as they discuss: How S&P Global is embedding workforce planning into core business decision-making Why Finance is such a key partner in making planning successful Balancing short-term execution with long-term workforce health The role of AI and tech in shaping the future of planning What leading companies are doing differently, and what others can learn If you're looking to make workforce planning a more strategic and impactful part of your organisation, this episode, sponsored by Worklytics, is packed with ideas, lessons, and real-world insights from someone leading the way. Worklytics helps leaders understand how work actually happens with data-driven insights into collaboration, productivity, and AI adoption. By analyzing real work patterns - from meetings to tool usage - they empower teams to work smarter, not harder. And here's something special: Worklytics is offering Digital HR Leaders listeners a complimentary AI adoption assessment to understand how your teams are really using AI - and where untapped potential lies. But don't wait - spots are limited. Learn more at worklytics.co/ai Hosted on Acast. See acast.com/privacy for more information.
Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
“AI is the New UI” at S&P Global. In this episode, Swamy Kocherlakota, EVP and Chief Digital Solutions Officer, shares how the 165-year-old market intelligence leader is scaling AI and reimagining digital ecosystems. Swamy discusses S&P Global's transition to a product operating model that drives innovation at scale, and how Kensho, the company's AI “speedboat,” accelerates generative AI breakthroughs. He explains how S&P Global delivers essential intelligence across platforms—from desktops and APIs to AI agents embedded in digital ecosystems—and how the Four Ps Framework (Potential, Productivity, People, Protect) guides responsible AI adoption across the enterprise. Swamy also introduces sFlow and Spark, internal tools that empower employees to build and share AI-driven workflows. Tune in to explore how S&P Global is transforming its vast data assets into actionable insights and next-generation customer experiences.
איך נקבע הדירוג של מדינה או חברה? למה ירידת דירוג יכולה להשפיע על כולנו, ואיך נראית עבודת אנליסט מבפנים?בפרק הזה אירחתי את לב סנדלר, אנליסט בכיר בחברת דירוג האשראי S&P Global (מעלות), לשיחה מעשירה על אחד התחומים הכי משפיעים בשוק ההון – דירוגי אשראי.דיברנו על מה זה בכלל אומר להיות אנליסט, איך נראה היום-יום שלו, אילו נתונים בוחנים כשקובעים דירוג, ואיך כל זה מתקשר לפוליטיקה, לכלכלה העולמית – ולכיס של כל אחד מאיתנו.מה למדנו על השוק הישראלי בעקבות הורדת הדירוג?מהם הסיכונים ש-S&P רואים בישראל בשנת 2025?איך נראית עבודת דירוג בעידן של שווקים תנודתיים, קריפטו, גירעונות ורגולציה משתנה?אם אי פעם שמעתם את המושג "דירוג אשראי" ולא באמת הבנתם איך הוא עובד – זה בדיוק הפרק בשבילכם.פרק עמוק, מקצועי ונגיש שפותח צוהר לעולם שמאחורי המספרים.לפתיחת חשבון מסחר במיטב:https://landing.meitav.co.il/he-IL/landing/trade/tradeleads?utm_source=%D7%92%D7%99%D7%90+%D7%A0%D7%AA%D7%9F&utm_medium=%D7%92%D7%99%D7%90+%D7%A0%D7%AA%D7%9Fלאינסטגרם שלי:https://www.instagram.com/guynatan9/לאתר שלי:https://guynatan.com/
A couple weeks ago, BC's credit rating was downgraded by S&P Global, one of the leading American credit agencies, from AA- to A+. While the topic of credit ratings may seem like high-brow finance talk, it costs BC taxpayers millions every year. Read the full article here: https://www.coastalfront.ca/read/report-how-bcs-credit-rating-impacts-the-taxpayer PODCAST INFO:
Dan Delmar, in for Elias Makos, is joined by Jimmy Zoubris, special advisor to the Mayor and Andrew Caddell, a town councillor in Kamouraska, and President of the Task Force on Linguistic policy on the Big 5. In the only English-language debate of the 2025 federal election, Liberal Leader Mark Carney and Conservative Leader Pierre Poilievre clashed over who’s best positioned to confront US President Donald Trump and lead Canada through his sweeping tariffs. The presence of Rebel News representatives led to the cancellation of the post-debate press scrum following the English leaders’ debate. S&P Global has downgraded Quebec’s credit rating from AA− to A+
On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss:(03:33) Historical Overview of S&P Global(11:44) Business Segments of S&P Global(12:47) The Ratings Segment and Its Moat(18:52) Software and Market Intelligence(24:46) Commodities and Mobility Segments(30:59) Evaluating S&P Global's Valuation(32:17) Understanding the S&P 500 Index(34:25) S&P Global's Revenue Growth and Margins(37:25) Corporate Culture and Management Structure(43:59) Assessing the Moat of S&P Global(47:31) Valuation and Financial Projections*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is the complete stock research platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1011: Today we're breaking down the early fallout from sweeping auto tariffs, Toyota's recalibrated EV strategy, and why Gen Z is ghosting credit cards.Show Notes with links:The 25% tariff on imported vehicles is forcing swift and varied responses from automakers, with some pulling back and others ramping up U.S. operations. The early shakeup shows just how disruptive the new trade landscape could become.Stellantis paused production at Canadian and Mexican plants and laid off 1,000 U.S. workers.Infiniti halted U.S.-bound production of the QX50 and QX55 “until further notice.”VW stopped rail shipments from Mexico; Audi is holding vehicles at U.S. ports post-tariff. JLR is temporarily pausing US shipments.GM is boosting pickup production in Indiana, and Mercedes may shift another model to Alabama.Ferrari and Ineos raised prices up to 11%, while Ford and Stellantis launched deep discounts to keep buyers interested.“Consumers will feel financial pain faster than they will see new jobs,” warned S&P Global's Stephanie Brinley.Once criticized for lagging in the EV race, Toyota is charting a new path with more in-house models and global production—but with tempered expectations. The automaker is still prioritizing flexibility as it balances EV growth with its hybrid-heavy portfolio.The Japanese manufacturer aims to launch 15 internally developed EVs by 2027, including several Lexus models.New production sites in the U.S., Thailand, and Argentina are planned to hedge tariff risks and improve delivery timelines.The target is 1 million EVs per year by 2027—down from earlier projections of 1.5 million by 2026.In 2024, Toyota sold just under 140,000 EVs, less than 2% of its global volume of over 10 million vehicles.A new survey reveals Gen Z's growing distrust of credit cards, with many opting for debit, cash, and peer-to-peer options instead. High APRs, confusing terms, and debt fears are driving a generational payment shift that could reshape future retail habits.68% of Gen Z say credit card bills cause stress; 51% say cards give them the “ick.”Debit (68%) and cash (67%) top Gen Z's preferred payment methods—only 35% use credit cards, with 82% of respondents overall saying credit cards are “financially dangerous.”57% of Gen Z admit they don't fully understand card terms, and 53% have been surprised by interest charges.“It doesn't make sense to pay 20%, 25% or 30% in interest just to earn a few percentage points in cash back,” said Ted Rossman, Bankrate senior analyst.Join hosts Paul J Daly and Kyle Mountsier 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/
In this episode of The Hydrogen Podcast, we take a global tour of hydrogen innovation and policy—from the conference floor in Houston to funding announcements in Europe and startup breakthroughs in the U.S.
Let us know your thoughts. Send us a Text Message. Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedInEpisode Title:
In this episode, the guys are joined by Nathan Stovall, the Director of Financial Institutions Research for S&P Global. Nathan shares his observations on deposit trends, how banks are the "thermometers" of local economies, his outlook for M&A activity, and why it is so important for banks to "not sit still" in an ever-changing banking landscape. For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.
Trucking executives attending the Truckload Carriers Association's Truckload 2025 conference share their opinions, thoughts and outlook on the trucking industry in 2025, Kevin has the details and offers his thoughts and insights. S&P Global has published its flash Purchasing Managers Index for the U.S., Kevin digs into the data. Kevin offers his insights into the factors affecting oil and gas prices today.
The Bulletin discusses Trump disruptions, university investigations, and the recent Syrian massacre. Find us on YouTube. Clarissa and Mike cover this week's headlines as they ask, “Is this the MAGA Americans wanted?” Political commentator Charlie Sykes joins the show to talk about the disruptiveness of Trump's first 50 days in office. Then, The Atlantic's Peter Wehner stops by for a thoughtful conversation about the state of US universities, tribalism, and the uniquely Christian posture of hopeful inquiry. Finally, we consider Syria's recent Alawite massacre and the future of peace in this war-torn region with research analyst Ahmad Sharawi. GO DEEPER WITH THE BULLETIN: Join us and go deeper on our Substack. Find us on YouTube. Rate and review the show in your podcast app of choice. ABOUT THE GUESTS: Peter Wehner is a contributing writer at The Atlantic and a senior fellow at the Trinity Forum. He was formerly a speechwriter for George W. Bush and a senior fellow at the Ethics and Public Policy Center. Wehner is a contributing opinion writer for The New York Times, and his work also appears in publications including The Wall Street Journal, The Washington Post, and National Affairs. Charles J. Sykes is one of the most influential conservatives in Wisconsin. Until he stepped down in December after 23 years, Sykes was one of the state's top-rated talk show hosts. He is currently an MSNBC contributor. Sykes has written for The New York Times, The Wall Street Journal, Politico, Salon, USA Today, National Review, The Weekly Standard, and other national publications. He has appeared on the Today Show, ABC, NBC, Fox News, CNN, PBS, and the BBC and has been profiled on NPR. He has also spoken extensively on university campuses. Ahmad Sharawi is a research analyst at the Foundation for Defense of Democracies, focusing on Middle East affairs, specifically the Levant, Iraq, and Iranian intervention in Arab affairs, as well as US foreign policy toward the region. Previously, Sharawi worked at The Washington Institute for Near East Policy, where he focused mainly on Hezbollah. He created a map visualizing the border clashes on the Israeli-Lebanese frontier and authored articles on Jordan and Morocco. Sharawi previously worked at the International Finance Corporation and S&P Global. He holds a BA in international relations from King's College London and an MA from Georgetown University's School of Foreign Service. ABOUT THE BULLETIN: The Bulletin is a weekly (and sometimes more!) current events show from Christianity Today hosted and moderated by Clarissa Moll, with senior commentary from Russell Moore (Christianity Today's editor in chief) and Mike Cosper (director, CT Media). Each week, the show explores current events and breaking news and shares a Christian perspective on issues that are shaping our world. We also offer special one-on-one conversations with writers, artists, and thought leaders whose impact on the world brings important significance to a Christian worldview, like Bono, Sharon McMahon, Harrison Scott Key, Frank Bruni, and more. “The Bulletin” is a production of Christianity Today Producer: Clarissa Moll Associate Producer: Leslie Thompson Editing and Mix: Kevin Morris Music: Dan Phelps Executive Producers: Erik Petrik and Mike Cosper Senior Producer: Matt Stevens Learn more about your ad choices. Visit podcastchoices.com/adchoices
"You have to have a very disciplined approach to stakeholder management to actually to successfully sunset old features and deprecate them as part of a replatforming exercise.”Katie Tamblin Top Five Tips For Replacing Old Software1. Define the vision up front and align the stakeholders around that vision2. Get the data right3. Design, execute, check what you are building every step of the way4. Get close to your colleagues and customers, fostering cross functional collaboration. 5. Sunset any out of date or unused features TIME STAMP SUMMARY03:20 Clarify expectations across stakeholders07:35 Importance of aligning multiple databases14:15 Engage stakeholders throughout the process16:09 Discipline in removing unnecessary legacy features Where to find Tamblin?Website https://www.katietamblin.com/ LinkedIn https://www.linkedin.com/in/katietamblin/ Katie Tamblin Bio Katie Tamblin is author of The Lean-Agile Dilemma: Product Management Inside a Chunky Corporate. She has deep experience managing data and software development, particularly in value chain ESG reporting and supply chain compliance. Katie is Chief Product Officer and Board Member at Alcumus, a market-leading business providing software-led risk management solutions for small and large businesses world-wide. Katie is also the founder of Ecodove, a knowledge sharing community focused on sustainable living. Katie was previously Chief Product Officer at Achilles Group Limited, where her team was instrumental in developing Achilles' approach to measuring sustainability in supply chains and delivering Environmental, Social, and Governance (ESG) rating systems for B2B supplier assurance. Katie has previous experience in data analytics and economic forecasting, working for leading economic forecasting teams at IHS Markit (now part of S&P Global) and providing data services to Management Systems, Inc, on contract with USAID. Katie holds a Master's of Public Policy (MPP) in International Development Policy and Environmental Policy from Georgetown University and a Bachelor of Science degree (BS) in Mathematical Economics from Wake Forest University.
Today we had the honor of welcoming back our good friend Dr. Dan Yergin, Vice Chairman of S&P Global, Chairman of CERAWeek, and Pulitzer Prize-winning author of “The Prize” and more recently “The New Map.” He is widely recognized as one of the foremost experts on energy, geopolitics, and the global economy and his achievements and contributions to the energy industry are immense. We were delighted to have an hour of Dan's time to hear his latest insights on the evolving energy landscape and to preview key themes and discussions at CERAWeek, which is kicking off in just under two weeks. This Tuesday, Dan's paper, co-authored with Peter Orszag and Atul Arya, was published in Foreign Affairs titled “The Troubled Energy Transition: How to Find a Pragmatic Path Forward” (linked here). Dan also recently co-authored an article titled “The importance of US LNG for economic growth and the global energy transition” (linked here). In our conversation with Dan, we explore key themes from both pieces, including the challenges of balancing energy security, economic growth, and the global energy transition. We ask Dan for his perspective on today's complex geopolitical environment, the influence of the current U.S. administration on energy and regulation, and global energy competition, including the divide between developed and developing nations, where economic growth and energy access remain a top priority. We touch on key topics and speakers at CERAWeek, including new discussions on trade and industrial policy, the future of aviation fuel, Saudi Aramco's experience with solar, and the growing momentum behind fusion energy, just to name a few. Dan shares insights into the historical context of today's energy transition, emphasizing that it is an energy addition rather than a transition, along with misconceptions about how transitions unfold and the evolving role of critical minerals in global energy policy. We discuss the potential for a resolution in the Russia-Ukraine war, its implications for commodity markets and geopolitical strategy, and the broader complexities of managing volatility in today's rapidly shifting energy landscape. As always, it was our pleasure to visit with Dan and we appreciate his thoughtfulness and optimism for the future of energy. Thank you, Dan, for joining us! Mike Bradley kicked off the show by noting that broader equity markets seem to be entirely focused on AI-related news this week. He noted that rumors earlier this week that Microsoft was cancelling data center leases have slammed the stock prices of IPP & Electrical Providers. NVIDIA reports Q4 results after Wednesday's close, which will set the tone for equities (AI Tech & IPPs) through the end of the week. On the crude oil market front, over the last week WTI price has sunk ~$3/bbl ($69/bbl) on several factors, chief among them being growing optimism of a potential Ukrainian ceasefire. Offsetting this potentially bearish oil news is a growing belief that OPEC will delay April scheduled production increases to 2H'25. He rounded out the conversation by highlighting that the focal story in Energy equities this week is BP's Capital Markets Day (set for Wednesday, details linked here). He noted that BP has previously indicated that the theme for their Capital Markets Day will be a “fundamental reset of strategy” and that investors aren't going to settle for small changes, rather, they're demanding a wholesale retreat from renewables, significant non-core asset sales and a total refocus on fossil fuels. Jeff Tillery also joined and
Navigating the complexities of risk management in the chemical industry is no small feat, and this episode of The Chemical Show brings experts from Marsh to share insights on how companies can thrive amid emerging challenges. Victoria Meyer is joined by industry leaders like Steve Horstkamp, Susan Gonzales, Mike Kolodner, and Randal Waters to explore the unique risks chemical companies face, from cybersecurity threats to supply chain disruptions. With an in-depth look at risk assessment and digital transformation, they discuss how companies can strategically adapt, harnessing the power of analytics and collaboration to mitigate potential threats to their operations. The discussion broadens to encompass the global context of energy transition and the tangible impacts of climate change, as Amy Barnes and Milan Taylor weigh in on sustainability and the workforce of the future. Encouraging proactive planning and identifying areas of improvement, the conversation provides valuable advice for chemical leaders. Emphasizing the need for transparency, efficient resource allocation, and innovative risk management approaches, the episode offers a well-rounded perspective on keeping pace with industry evolution while maintaining resilience in an uncertain world. Be sure to check out the full episode to learn more about: Navigating Chemical Risks The Evolving Energy Landscape Insights on Talent Management The Reality of the Energy Transition Adapting to Climate Challenges Emerging Risks in Supply Chain Killer Quote: "And where we do the best as Marsh, engaging with our clients is where they allow us to have influence over the multiple departments that you may need to collaborate together to come up with solutions." --Susan Gonzales Other links: Register for The 40th World Petrochemical Conference by S&P Global this March 17 – 21 in Houston, Texas. The Chemical Show audience receives a special discount of 5%. Register today using code WPC2025ChemShow5%. Download: 10 Leadership Lessons for Chemical Executives Download: 7 Trends Shaping the Future of the Chemical Industry Subscribe to The Chemical Show on YouTube ***Don't miss an episode: Subscribe to The Chemical Show on your favorite podcast player. ***Like what you hear? Leave a rating and review. ***Want more insights? Sign up for our email list at https://www.thechemicalshow.com
Curious about the booming potential of Alberta's Industrial Heartland and its impact on the global petrochemical landscape? Join Victoria Meyer as she speaks with Mark Plamondon, Executive Director of the Alberta Industrial Heartland Association, to uncover the immense benefits of investing in this strategic region. From low-cost feedstocks and world-class carbon management systems to a robust infrastructure and skilled workforce, Mark highlights the unique advantages that have positioned Alberta's Industrial Heartland as a premier destination for major capital projects. Mark discusses significant developments, including Dow's groundbreaking net-zero ethylene manufacturing facility and Shell's advancements in carbon capture projects. The episode also touches on the role of logistical certainty, international investments, and the region's future growth prospects. Additionally, hear about the upcoming Canadian Petrochemical Summit in Lake Louise, which promises to be a vital platform for industry leaders navigating global markets and fostering meaningful connections. Be sure to check out the full episode to learn more about: A look at the growth of Alberta's Industrial Heartland Breaking down the economics: How feedstock advantages shape petrochemical investment decisions The role of carbon capture in industrial development - from existing operations to future expansion plans and why timing matters How global supply chain dynamics and port strikes are affecting industrial development, plus insights on Asian investment trends in North America The challenges of navigating uncertainty in a changing political landscape - and how regions work to maintain stable investment environments A discussion on leadership - why stepping up to take clear positions matters and the importance of leading with integrity "There's so many things that need to line up for a company to reach final investment decision... helping roadblocks out of the way or streamline the process, or just getting the information that they need to make a decision or partnering them with the right people to get their project moving forward, all part of the process here, and that's what we're doing here." - Mark Plamondon Other links: Mark Plamondon Episode 145 Alberta's Industrial Heartland's Competitive Edge in Petrochemicals Register for the Canadian Petrochemical Summit this June 17-19 in Lake Louise, Alberta Register for The 40th World Petrochemical Conference by S&P Global this March 17 – 21 in Houston, Texas. The Chemical Show audience receives a special discount of 5%. Register today using code WPC2025ChemShow5%. Download: 10 Leadership Lessons for Chemical Executives Download: 7 Trends Shaping the Future of the Chemical Industry Subscribe to The Chemical Show on YouTube ***Don't miss an episode: Subscribe to The Chemical Show on your favorite podcast player. ***Like what you hear? Leave a rating and review. ***Want more insights? Sign up for our email list at https://www.thechemicalshow.com
In this special valentine to the electric grid, Electrify This! host Sara Baldwin speaks with grid expert, Ric O'Connell of GridLab, about a topic front of mind for more people, utilities, and policymakers around the world: grid reliability. Demand for electricity is on the rise after decades of relatively flat load growth as more end-uses seek to connect to the grid. Simultaneously, the grid's portfolio is diversifying as more utilities and states integrate more renewable energy, energy storage, and other clean energy technologies in the race to reduce climate emissions and stabilize the climate. While this transition has been underway for some time, converging factors are impacting the grid and uncertainty looms on the horizon. In this episode, we explore the myriad issues facing the grid and what policies and practices are needed to build a resilient, reliable, affordable clean grid to power the future. About the guest: Ric O'Connell is the founding executive director of GridLab, where he leads a team of experts to provide comprehensive technical grid expertise to policy makers and advocates. A recognized leader in renewable energy technology and policy, Ric has provided engineering support for more than 8 GW of utility scale solar projects worldwide. Ric also served as a consultant with Black & Veatch for 12 years where helped build a global renewable energy consulting practice and led numerous high-impact policy studies. Ric has a BSEE from Duke University and a Master's in Renewable Energy Policy from CU Boulder.Electrifying News:2025 Renewable Energy Outlook: Full speed ahead as second Trump administration begins(Utility Dive, January 21, 2025)Uncertainty over Trump's electric vehicle policies clouds 2025 forecast for carmakers (AP News, January 9, 2025)U.S. solar cell production resumes for first time since 2019, as solar module manufacturing sets record in Q3 (Wood McKenzie and Solar Energy Industries Association, December 2024) To dig in deeper, check out these must-read resources: Grid Lab – website : https://gridlab.orgSurplus Interconnection Policy Explainer (Grid Lab)The Future of Operational Grid Reliability Can Be Bright with Clean Energy (Energy Innovation, Real Talk on Reliability Series) Explained: Fundamentals of Power Grid Reliability and Clean Electricity (National Renewable Energy Laboratory)Meeting Growing Electricity Demand Without Gas (Energy Innovation)What's the impact of artificial intelligence on energy demand? (Hannah Ritchie, Sustainability by Numbers, November 2024) AI and energy: The big picture (Ben Levitt, S&P Global, December 2024)
In this episode of Market Mondays, we explore whether the S&P 500 is heading toward a lost decade with lower-than-expected returns or if industries like AI, cloud computing, and semiconductors will continue driving growth. We also discuss Bitcoin as an investment for kids—should parents consider crypto as a long-term wealth-building tool? Additionally, with Trump's economic policies shaking the markets, we analyze which three stocks are best positioned to thrive despite tariff pressures and political uncertainty.This week's earnings breakdown includes key reports from McDonald's, Shopify, Medpace, S&P Global, Applovin, and Palo Alto Networks—which stocks look strongest for future gains? We also examine Palantir (PLTR) and its potential 2025 valuation, discuss how to stay disciplined in investing when greed and fear take over, and explore subscription-based stocks beyond Netflix that offer stable recurring revenue. Plus, we take a deep dive into the energy sector and its 2025 outlook, with a focus on Chevron (CVX), ExxonMobil (XOM), and EQT—will oil remain dominant, or will renewables take the lead?To wrap up, we sit down with John Hope Bryant, a champion of financial literacy and wealth-building, to discuss how individuals can shift their mindset from consumer to investor. He shares key strategies for breaking generational cycles of poverty and taking control of financial futures. This is an episode packed with insights for investors of all levels—don't miss it!
Explore the intersection of performance and sustainability in the cleaning industry, as Victoria Meyer delves into the insights and innovations shared at the 2025 American Cleaning Institute (ACI) annual meeting. Joined by industry experts Jim Griffin from SCT and Ned Weintraub from Noble AI, this episode emphasizes the cautious optimism prevailing in the industry, driven by a renewed focus on smarter supply chains and the practical application of sustainability. Discover how the industry is navigating the decade of supply chain challenges and shifting trends towards consumer value-driven sustainability with a "small s." Key takeaways from the convention emphasize a balance between innovation and market readiness, highlighted by advances in AI and the quest for multifunctional, sustainable ingredients. Victoria, Jim, and Ned discuss the delicate process of aligning corporate capabilities with consumer expectations while addressing regulatory hurdles and the industry's ongoing journey towards water conservation and innovative, eco-friendly practices. Dive into these transformative trends and prepare your business for the path ahead with insights from The Chemical Show's latest episode. Learn more about the following topics this week: The cautious optimism of 2025: chemical industry pulse at ACI The 5 trends shaping cleaning and chemical industries in 2025 Innovations driven by consumer archetypes and their needs like water protection, reduced waste, and performance The future of cleaning: water-free formulations with Jim Griffin of SCT AI's role in chemical innovation with Ned Weintraub of NobleAI Killer Quote: "The theme that came through is sustainability is great, but the products in use really need to perform. It's not enough that there's a green label, it's that it needs to perform and meet what customers want." --Victoria Meyer Other links: Register for The 40th World Petrochemical Conference by S&P Global this March 17 – 21 in Houston, Texas. The Chemical Show audience receives a special discount of 5%. Register today using code WPC2025ChemShow5%. Download: 10 Leadership Lessons for Chemical Executives Download: 7 Trends Shaping the Future of the Chemical Industry Subscribe to The Chemical Show on YouTube ***Don't miss an episode: Subscribe to The Chemical Show on your favorite podcast player. ***Like what you hear? Leave a rating and review. ***Want more insights? Sign up for our email list at https://www.thechemicalshow.com Thank you to our sponsors:The World Petrochemical Conference by S&P Global brings together people across the chemical industry - from executives to strategists and business analysts to petrochemical experts. WPC provides unmatched market intelligence and insights to unlock pathways for growth and transformation. Join us in Houston, TX, March 17-21, 2025, to commemorate our 40th Anniversary! >>>>VISIT THEIR WEBSITE TO REGISTER AND USE THE CODE WPC2025ChemShow5% for 5% discount off conference fees. --------------------------------------------------------------------------Transforming data into decisions with GenAI precision Access the breadth and depth of ICIS intelligence Fast, reliable answers to your market questionsInsights your way – from summaries to detailed reports Ask ICIS, your AI assistantVisit ICIS.com/ask--------------------------------------------------------------------------
On today's episode, Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more. Dev is the founder and portfolio manager at Valley Forge Capital Management. The firm has been highly successful since its inception in 2007, as it's outperformed the S&P 500 by a wide margin and has over $4 billion in assets under management. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:46 - Dev's view on the current market environment and the recent stock market rally. 05:02 - How Valley Forge Capital Management adopted Warren Buffett and Charlie Munger's investment approach. 09:16 - Why predictability is an essential part of Dev's investment approach. 11:32 - Why Dev has decided not to invest in any Big Tech companies. 37:11 - Why pricing power is the hallmark of a great business. 53:30 - Why Dev will continue to invest in the US despite optically higher valuations. 56:59 - The reason Dev loves compounding machines that perform share repurchases. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Check out Valley Forge Capital Management. Related Episode: Listen to TIP389: Buffett's Core Principles w/ Dev Kantesaria, or watch the video. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Connect Invest TastyTrade Miro American Express The Bitcoin Way Public Fidelity Fundrise Onramp SimpleMining ReMarkable Vanta Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
© 2020-2025 Ivy Podcast Discovery LLC
