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2025. május 26., hétfő 8-9 óra ADÓVILÁG 1: Gyors GDP és HDI-növekedés egyszerre: Izrael Izrael rövid- és hosszútávú adósságbesorolását megerősítette az S&P Global, amivel maradt az A/A-1 minősítés. Izraelt az egyik legfejlettebb országnak tartják a Közel-Keleten gazdasági és ipari tekintetben, de világszinten is kiemelkedő teljesítményt nyújt, a világ országai közül a 26. helyen áll GDP-t tekintve, és a 11. helyezett az egy főre jutó (nominális) GDP tekintetében. Gerendy Zoltán, a BDO Magyarország ügyvezetője, adótanácsadó partnere. ADÓVILÁG 2: Izrael és a Gázai háború Egyre többen tartják népirtásnak, amit Izrael Gázában művel, nem engedik be már a segélyszállítmányokat se, de nem úgy tűnik, hogy leállnának a sok polgári áldozatot is követelő támadásokkal és a kiéheztetéssel. Belpolitikai kényszer? Elszigetelődik Izrael? Hova vezethet ez? Feledy Botond, külpolitikai szakértő. ARANYKÖPÉS: “Csak azért vagyok felelős, amit mondok; azért nem, ahogyan te értelmezed a szavaim.” - 1907-ben ezen a napon született John Wayne Oscar-díjas amerikai színész († 1979) “Hálás vagyok, ha valaki megnevettet, sírni magamtól is tudok.” - ma 77 éves Gálvölgyi János Kossuth-díjas magyar színész, parodista, érdemes művész (1948-ban született).
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 Troubled Energy Transition' is the title of a recent essay in Foreign Affairs, the influential foreign-policy magazine. Although some important progress is being made in the transition to renewables, fossil fuels are still dominating the energy system. Rather than replacing conventional energy sources, the growth of renewables is coming on top of that of the conventional ones. What has been unfolding is not so much an ‘energy transition' as an ‘energy addition', the authors write. So how can the world move forward? How should we move forward? And what about Europe? To answer these questions, I'm joined by someone the New York Times calls 'America's most influential energy expert'. He is a leading authority on energy, geopolitics and the global economy, a best-selling author, Pulitzer Prize-winner for his book The Prize: The Epic Quest For Oil, Money & Power. His latest book is called The New Map: Energy, Climate and the Clash of Nations. My guest In Search of Europe's Energy Future is Daniel Yergin, Vice Chairman of S&P Global.
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.
A CEO da Catavento, Clarissa Lins, fala sobre as mudanças na discussão sobre transição energética e seus impactos sobre a indústria de petróleo do Brasil e do mundo. Ele conversou com o editor-executivo da agência eixos, Felipe Maciel, durante a CERAWeek, organizada pela S&P Global, em Houston (TX).
A presidente da Petrobras, Magda Chambriard, conversa com a agência eixos direto da CERAWeek 2025, o maior evento global de energia, organizado pela S&P Global. Na entrevista, ela aborda a transição energética, biocombustíveis, expansão e preço do gás natural, recomposição de reservas e os desafios da Petrobras para os próximos anos.
O Diretor de Downstream da S&P Global , Felipe Perez, fala sobre as mudanças na discussão sobre transição energética e seus impactos sobre a indústria de petróleo do Brasil e do mundo. Ele conversou com o editor-executivo da agência eixos, Felipe Maciel, durante a CERAWeek, organizada pela S&P Global, em Houston (TX).
O Diretor de Transição Energética da Petrobras, Maurício Tolmasquim, fala sobre as mudanças na discussão sobre transição energética e seus impactos sobre a indústria de petróleo do Brasil e do mundo. Ele conversou com o editor-executivo da agência eixos, Felipe Maciel, durante a CERAWeek, organizada pela S&P Global, em Houston (TX).
A diretora de Óleo e Gás da Empresa de Pesquisa Energética (EPE) fala sobre as mudanças na discussão sobre transição energética e seus impactos sobre a indústria de petróleo do Brasil e do mundo. Ela conversou com o editor-executivo da agência eixos, Felipe Maciel, durante a CERAWeek, organizada pela S&P Global, em Houston (TX).
O presidente do Instituto Brasileiro de Pétroleo e Gás, Roberto Ardenghy, fala sobre as mudanças na discussão sobre transição energética e seus impactos sobre a indústria de petróleo do Brasil e do mundo. Ele conversou com o editor-executivo da agência eixos, Felipe Maciel, durante a CERAWeek, organizada pela S&P Global, em Houston (TX).
O Diretor do PPI da Casa Civil , João Henrique Nascimento, fala sobre as mudanças na discussão sobre transição energética e seus impactos sobre a indústria de petróleo do Brasil e do mundo. Ele conversou com o editor-executivo da agência eixos, Felipe Maciel, durante a CERAWeek, organizada pela S&P Global, em Houston (TX).
O CEO da Shape Digital, Felipe Baldissera, fala sobre as mudanças na discussão sobre transição energética e seus impactos sobre a indústria de petróleo do Brasil e do mundo. Ele conversou com o editor-executivo da agência eixos, Felipe Maciel, durante a CERAWeek, organizada pela S&P Global, em Houston (TX).
O diretor de Upstream Latam da S&P Global fala sobre as mudanças na discussão sobre transição energética e seus impactos sobre a indústria de petróleo do Brasil e do mundo. Ele conversou com o editor-executivo da agência eixos, Felipe Maciel, durante a CERAWeek, organizada pela S&P Global, em Houston (TX).
O Vice-Presidente de Operações e Estratégia, Pedro Turqueto, fala sobre as mudanças na discussão sobre transição energética e seus impactos sobre a indústria de petróleo do Brasil e do mundo. Ele conversou com o editor-executivo da agência eixos, Felipe Maciel, durante a CERAWeek, organizada pela S&P Global, em Houston (TX).
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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.
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
Ibama libera início de limpeza da sonda que a Petrobras vai mobilizar para perfuração na Bacia da Foz do Amazonas. Nova política energética nos EUA vai alterar fluxos globais de petróleo e gás, diz S&P Global. Associação pedem regulamentação da importação de biodiesel. Aneel adia decisão sobre reajuste da tarifa da Light. Porto do Açu e Sempen assinam contrato para planta de amônia verde.
"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
What does it take to build a $160B brand in a world driven by data and trust? In this episode of Branded, host Ben Kaplan sits down with Alice Cherry from S&P Global to reveal the branding strategies that transformed a legacy name into a financial intelligence powerhouse.Discover how a bold rebrand, a high-stakes merger, and a relentless focus on essential intelligence helped S&P Global stand out in a crowded market. Alice shares the challenges of uniting diverse teams under one mission, the power of familiarity over awareness, and why even B2B brands need emotional connections to grow.Whether you're crafting your own brand strategy or just fascinated by how global giants stay relevant, this episode is packed with insights you won't want to miss.
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)
Ken Shreve and Ed Carson analyze Wednesday's market action and discuss key stocks to watch on Stock Market Today.
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--------------------------------------------------------------------------
Is your career strategy secretly holding you back? Tune in for an inspiring discussion with Becky Heidesch, MBA, on her new #book The Career Masterclass for Women: Staying Marketable and Succeeding in a Changing Business World.Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio affiliate!Becky Heidesch, MBA, is the founder of two online career centers and a boutique executive search firm, where she has interviewed hundreds of executives and placed senior-level women across various industries. With decades of experience as a coach, HR director, entrepreneur, and executive recruiter, she has consulted for companies like Oshman's Sporting Goods, Franklin Covey, and Hyundai Motor America. A recognized industry expert, Becky has been featured in college textbooks, major publications like the Los Angeles Times and Sports Business Journal, and on media outlets including NBC and the S&P Global podcast. She holds bachelor's and master's degrees from California Polytechnic State University and an MBA from Concordia University. https://beckyheidesch.comFor more show information visit: www.MariannePestana.com
Shownotes: As a podcast host one of my biggest joys is celebrating incredible people making a difference. People who I know through my work or because of my podcast or from my networks who have raised the bar either in their personal or professional life.My guest on the 129th episode of The Elephant in the Room podcast is Ashima Tyagi, our lives intersected briefly in the late 2000s when we worked in different divisions of one of India's largest PR and PA agency. At the time Ashima was a rookie, getting to grips with operating in male dominated and patriarchal metals and mining industry in India. Fast forward to 2024 when I bumped into her on LinkedIn. I was chuffed to see Ashima Tyagi was Economics Associate Director, at S&P Global Market Intelligence unit in Singapore.I had a lot of questions for her – about the move from Delhi to Singapore, her experience of living and working in a new country and culture away from her family. I was curious to understand how she was navigating work-life balance and what it meant to her, especially considering that we have it drilled into us, that hard work (long hours) and sacrifice is the route to success. We also spoke about her leadership style has evolved over the years, the impact of imposter syndrome, how organizational culture can drag women down or enable them to thrive, her role in WINS S&P Global, networks and networking, her advice to young women joining the industry today, what motivates her and ambition……While Ashima's may not recognize it her move to Singapore was a brave decision at many levels a) She had never moved cities before b) She was leaving behind her husband and one year old son c) Her motivation was personal growth. Not many young women in this part of the world are able to priorities their personal and professional ambitious and it continues to stymie and disadvantage them. So, kudos @Ashima Tyagi, every little step counts……To hear more about Ashima's personal and professional growth head to the podcast (link in comments)
Navigating the shifting landscape of the chemical industry and the global economic climate, Tony Potter and Kurt Barrow from S&P Global join host Victoria Meyer to offer a comprehensive market update for 2025. They delve into the global supply and demand dynamics of feedstocks like oil and NGLs and unpack the impact of geopolitical changes, including the return of Donald Trump to the US presidency. Touching on the Chinese market's massive capacity expansions and the European chemical industry's crossroads, this episode provides an insightful analysis of how market forces are reshaping the industry. Victoria, Tony, and Kurt explore critical topics such as decarbonization and sustainability, emphasizing the ongoing challenges and advancements in circularity, advanced recycling, and the integration of green technologies. They also discuss strategic responses to global market imbalances and the significance of staying prepared for future investments. Learn more about the following topics this week: Navigating the chemical industry's perfect storm: massive overcapacity in China, European plants at a breaking point, and North American resilience The tension between sustainability goals and market reality. Changes in leadership and trade policies are reshaping the industry and what smart companies are doing to prepare. Who's actually paying for sustainability initiatives? Looking at Europe's aging chemical infrastructure and how some 50-year-old plants may get a new lease on life due to carbon border adjustments Why industry veterans advise looking past current market conditions and political uncertainties to prepare for growth in the 2030s "Downturns are just good for pruning... it is the opportunity to make your organization a little bit leaner. We all need to shed costs, but becoming lean is also about becoming fit for future growth. The industry does need to invest to grow... it doesn't matter who the President of the United States is. You're going to build a refinery, an energy plant, or whatever to last 40 years, maybe 50 years. It's going to see a few presidents." - Tony Potter, S&P Global Other links: Download: 10 Leadership Lessons for Chemical Executives Download: 7 Trends Shaping the Future of the Chemical Industry Subscribe to The Chemical Show on YouTube 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--------------------------------------------------------------------------
The Australian sharemarket only partially recovered yesterday's losses, as investors wait to see if Chinese imports into the US will also see a pause on tariffs, as Donald Trump offered the reprieve to Canada and Mexico. SBS Finance Editor Ricardo Gonçalves takes a closer look with Jonathan Shead from State Street Global Advisors. Plus, S&P Global has warned a number of Australian states may have their credit rating downgraded... find out why with Anthony Walker.
When a cyberattack hits, can your company quickly identify if it's mechanical mishap or malicious intervention? Join Victoria Meyer as she sits down with Robert Lee, CEO of renowned cybersecurity firm Dragos, to delve into the critical distinctions between IT (Information Technology) and OT (Operational Technology) cybersecurity. From safeguarding chemical facilities and power grids to the financial and national security risks tied to under-resourced OT security, Rob provides invaluable insights into the world of protective digital networks. Rob shares his journey from the U.S. Air Force to establishing Dragos, including the pivotal moments and ethical stands that led him away from offensive cyber operations. Emphasizing the importance of scenario-based planning and risk assessment, this episode explores how companies can better prepare for potential cyber threats and the rising expectations from regulatory bodies. Join us to learn more about these topics this week: Origin story of Rob Lee: US Airforce to National Security Agency to CEO of Dragos Cybersecurity: Information Technology (IT) versus Operation Technology (OT) Advising boardrooms about cyber security risks: Scenario-based approach in cybersecurity The role of executives and boards in cybersecurity Leadership as a young CEO "Most governments, most board of directors, most business leaders are surprised to find that 95%, not a made-up statistic, about 95 percent of all the budget to cybersecurity efforts is going to the IT side of the house, not the OT side of the house. But you generate all your revenue and have all your safety impact and your business impact and national security impact on the other side of the house." - Robert Lee, CEO of Dragos Other links: Ep 34 Taking on 2021: Navigating a Cyber Attack, Acquisitions and More with Brad Beauchamp 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: Celebrating 40 years, the World Petrochemical Conference by S&P Global is the most prestigious global industry gathering for chemical innovation, insight, and collaboration. WPC has a rich history of providing unmatched market intelligence and convening top industry leaders and influential thinkers to discuss the solutions that will unlock pathways for growth and transformation. Join us in Houston, TX, March 17-21, 2025, to commemorate our 40th Anniversary! Visit their website to learn more.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
Navigating the complex regulatory landscape between China and the U.S., Peter Huntsman, CEO of Huntsman Corporation, sheds light on the critical challenges and opportunities within the global chemical industry. Host Victoria Meyer sits down with Peter to discuss the fast-paced approval processes in China compared to the stringent regulations in the U.S., the long-term perspective needed for investments in this industry, and the impact of public detachment from the industrial origins of chemical products. Peter also delves into the intricacies of operating in the European market, influenced by anti-manufacturing policies and geopolitical tensions, and discusses the necessary transformation strategies Huntsman Corporation has adopted over the past two decades. From the Huntsman family legacy to the pivotal role of smart carbon utilization, this episode uncovers the resilience and adaptability required to thrive in the ever-evolving chemical industry. Join us to learn more about these topics this week: Origin of Huntsman: From selling clam shell containers to supplying airplanes with materials The role of chemicals in the energy transition Regulatory challenges: chemical innovation approval delays Administration uncertainty, regulatory risk, and public perception of the chemical industry European regulation and impact Business Transformation: growing, selling, and changing businesses and aligning your organization Characteristics attributed to successful leadership Killer Quote: "Transformation isn't just a strategy; it's a necessity. The decisions we make today, in an ever-evolving regulatory landscape, will resonate for decades. It's not about chasing carbon neutrality—it's about being smart with carbon utilization and continually innovating for a smarter, more sustainable future." — Peter Huntsman, CEO of Huntsman Corporation Other links: 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: Celebrating 40 years, the World Petrochemical Conference by S&P Global is the most prestigious global industry gathering for chemical innovation, insight, and collaboration. WPC has a rich history of providing unmatched market intelligence and convening top industry leaders and influential thinkers to discuss the solutions that will unlock pathways for growth and transformation. Join us in Houston, TX, March 17-21, 2025, to commemorate our 40th Anniversary! Visit their website to learn more.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
Discover how AI is becoming as essential as the internet or mobile phones in the chemical industry with guests Alan Spanos and Chad Macey from ICIS. Alan explains the vision of being a supportive sidekick to customers while discussing the main barriers to AI adoption, emphasizing the importance of trust and effective communication. Meanwhile, Chad highlights the significant role of AI tools in improving decision-making and productivity, and addresses the ethical considerations and potential risks associated with AI technology. Victoria Meyer and her guests delve into personal anecdotes illustrating the rapid evolution of technology, comparing past skepticism about the internet to current acceptance. The conversation progresses to the innovative AI applications at ICIS, such as the ASK ICIS tool, designed to save users time by providing focused, reliable answers from vast data sets. Highlighting transparency, customer support, and continuous innovation, the episode underscores the transformative potential of AI in the chemical industry, all while ensuring ethical usage and customer trust. Learn more about the following topics this week: The role of technology in chemicals today AI adoption and barriers and the future of work Client engagement with AI and technology tools today Ask ICIS: how are clients are engaging and getting value from ICIS' gen AI tool Trust and transparency in AI: concerns about AI "hallucinations" and ensuring reliable outputs Killer Quote: "The future of AI in business is not about replacing human expertise but augmenting it. It's about transforming mountains of data into actionable insights, empowering decision-makers to steer their companies towards smarter, faster, and more innovative paths." -- Alan Spanos Other links: Download: 10 Leadership Lessons for Chemical Executives Download: 7 Trends Shaping the Future of the Chemical Industry Ask ICIS John Richardson Episode 179: How the Global Chemical Market is Shifting with John Richardson of ICIS John Richardson Episode 144: Petrochemicals in 2024: Capacity Overbuild and Codependent Markets with John Richardson of ICIS John Richardson Episode 102: China's Aging Demographics and the Future of the Chemical Industry with John Richardson John Richardson Episode 79: How The China Market Affects Chemical Prices With John Richardson John Richardson Episode 36: How China's Response To Chemicals Is Affecting the World With John Richardson of ICIS John Richardson Episode 22: Understanding Market Demand To Manage Your Business Amid Uncertainty With John Richardson 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: Celebrating 40 years, the World Petrochemical Conference by S&P Global is the most prestigious global industry gathering for chemical innovation, insight, and collaboration. WPC has a rich history of providing unmatched market intelligence and convening top industry leaders and influential thinkers to discuss the solutions that will unlock pathways for growth and transformation. Join us in Houston, TX, March 17-21, 2025, to commemorate our 40th Anniversary! Visit their website to learn more.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
Reflecting on the state of mergers and acquisitions in the chemicals and materials industries for 2024 and looking ahead to 2025, Kevin Yttre, President and Managing Director at Grace Matthews, joins host Victoria Meyer on The Chemical Show. Following recent supply chain disruptions and unpredictable business performance, Kevin shares his insights on the improved conditions that have led to increased deal activity and optimism for the future. Emphasizing the importance of steady-state performance for valuation, they discuss the evolving competitive landscape, including heightened interest from private equity and international firms. Victoria and Kevin discuss the increasing sophistication of M&A processes, underscoring the necessity for thorough due diligence and strategic preparation. They explore the ongoing interest from international companies, the influence of private equity in driving competition, and the external factors impacting market stability. Kevin also provides career advice on transitioning into investment banking, highlighting the pivotal role of an MBA and other pathways within the industry. This episode offers valuable insights into the current and future trends in the chemicals and materials sector's mergers and acquisitions landscape, setting the stage for what's to come in 2025. Join us to learn more about the following topics this week: Observations and assessments on chemicals and materials M&A activity in 2024 Valuation trends in 2024: The current methodologies and commonly used markers for chemical businesses Analyzing the current competitive landscape through private equity activity and the availability of capital Critical factors in M&A in 2025 Leadership and career pathways in M&A Killer Quote: "Predictability in company performance is key to easier valuation and transaction processes in M&A. Surprises are rarely welcome in this field—steady-state performance is what truly drives value." -- Kevin Yttre Other links: Download: 10 Leadership Lessons for Chemical Executives Download: 7 Trends Shaping the Future of the Chemical Industry Ep 106: Insights to M&A in Chemical and Materials Industry with Kevin Yttre Grace Matthews Newsletter: Momentum Building into 2025: Strategies for M&A Success (Winter 2024) 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: Celebrating 40 years, the World Petrochemical Conference by S&P Global is the most prestigious global industry gathering for chemical innovation, insight, and collaboration. WPC has a rich history of providing unmatched market intelligence and convening top industry leaders and influential thinkers to discuss the solutions that will unlock pathways for growth and transformation. Join us in Houston, TX, March 17-21, 2025, to commemorate our 40th Anniversary! Visit their website to learn more.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