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

Dupree Financial Group  Blog & Podcast The Tom Dupree Show The Financial Hour · Hour 2 · August 8, 2026 Is the AI Rally a Bubble? What Retirees Should Watch For The Tom Dupree Show | Dupree Financial Group | dupreefinancial.com | 859-233-0400 By Tom Dupree, Founder, Dupree Financial Group III     Ii               I iiI.  Is this AI Rally Built to Last? Turn on any market report lately, and you’ll hear the same story: a handful of AI-linked names are doing most of the heavy lifting. On this week’s Financial Hour, Tom sat down with analyst James Dupree and market analyst Michael Dawahare to talk through what’s actually driving that rally — and it’s a more complicated story than “AI stocks are up.” The conversation opened with reshoring: American companies bringing manufacturing back from overseas, and the market slowly absorbing the idea that this makes more sense than the offshoring wave of the ’70s, ’80s, and ’90s. From there it moved into the AI infrastructure buildout, the old industrial companies suddenly catching a second wind because of it, and a cautionary tale about a leveraged AI hedge fund that lost 78% of its value in three weeks. Tom, James, and Michael walked through the Gold Rush and dot-com parallels, why diversification matters more than ever in a fast-moving sector, and where Dupree Financial Group is finding value right now — financials, insurance, mortgage REITs, and energy. The short version: something real is happening in AI and in American manufacturing. But a real trend and a sure thing are two very different things, and knowing the difference is the whole job. “There’s gonna be people riding high on AI right now who in four years may not be. Don’t just focus on the new technology — ask what are the derivative trades, what can go wrong. Because something will.” — Tom Dupree Topics Covered Why the market is absorbing the reshoring of U.S. manufacturing — and why that’s different from a tariff headline The AI infrastructure buildout, and which “old economy” companies (Johnson Controls, Cummins) are catching a second wind from it The Leopold Aschenbrenner story: how a 4x-leveraged AI fund went from $45 billion to a forced $10 billion sale in about three weeks Gold Rush and dot-com parallels — and who actually made the money when a boom goes bust Regional mall traffic and the return of in-person, live entertainment spending as a signal worth watching Why financials, insurance, and mortgage REITs are on Dupree Financial Group’s radar right now The capital gains tax cost of trying to “sell at the top” and buy back in lower Why a “set it and forget it” approach is especially risky in a fast-moving sector like AI Security concerns as new AI models test the limits of their own guardrails Key Takeaways Reshoring is showing up in the data, not just the headlines. Manufacturing activity has expanded for several consecutive months, and reshoring initiatives have driven a meaningful number of announced U.S. manufacturing jobs since 2010 — a trend the show connected directly to the “picks and shovels” companies benefiting from it. AI infrastructure spending is running far ahead of AI revenue. The largest tech companies are on pace to spend hundreds of billions on AI infrastructure this year alone — spending that, by some estimates, is outpacing the revenue AI products are currently generating. That gap is exactly what Tom, James, and Michael were pointing to when they said “something will go wrong.” Leverage turns a good idea into a forced sale. The Leopold Aschenbrenner fund didn’t lose money because AI was a bad bet — it lost money because a 4x-leveraged position can only absorb so much of a pullback before it’s liquidated. That’s a lesson about position sizing, not about AI. History says the “picks and shovels” companies often outlast the flashiest players. Tom’s Levi Strauss story from the Gold Rush isn’t just a fun aside — it’s the show’s real thesis. When a boom happens, the companies supplying the boom sometimes outlast the speculative names chasing it. Diversification is what protects you when some AI names don’t make it. Nobody on the show argued AI is fake. The argument was that not every AI company will succeed, and a portfolio built around five or ten concentrated bets is a very different risk profile than one spread across sectors. Trying to time a pullback can trigger its own tax bill. Selling a highly appreciated position to avoid a possible drop means paying capital gains tax on the gain — which, as James pointed out, can functionally act like selling at the top even if the stock never actually drops that far. Dividend-paying sectors remain the core of the plan, regardless of what AI does next. Financials, insurance, mortgage REITs, and energy were named as areas of current focus — companies tied to real, ongoing economic activity rather than to a single technology cycle. “Set it and forget it” is the riskiest approach in a fast-moving sector. The show’s closing message: stay alert, stay informed, and know what you own — because in a sector that can move 10-15% in a day, being asleep at the wheel is exactly when it costs you. The Reframe: What This Means for Your Portfolio Here’s where we’d push the conversation a step further than the show had time for. The AI story and the reshoring story aren’t really two separate topics — they’re the same story told twice. Both are examples of real, durable economic activity attracting an amount of capital that may or may not be justified by what it produces. The five largest U.S. tech companies are on pace to spend somewhere in the range of $660–690 billion on AI infrastructure this year alone, nearly double the year before, according to industry analysis from Futurum Group. Other estimates put the ratio of AI infrastructure spending to AI software revenue at close to eighteen-to-one, per S&P Global research reported by ETF Trends. That doesn’t mean the technology is fake — it means the payoff isn’t set to arrive on the same timeline as the spending, and it may not arrive on that timeline at all. The Bank for International Settlements — essentially the central bank for the world’s central banks — has already flagged the scale of this spending as a risk worth watching, noting that combined AI capital expenditure across 2025 and 2026 is outpacing the free cash flow of the companies funding it, per Fortune’s reporting. Fidelity’s own research team has taken a more measured view, noting that as of early 2026 they aren’t yet seeing some of the classic bubble warning signs, like shrinking free cash flow among the AI leaders — but they’re watching closely, and so should you (Fidelity). Both things can be true at once, which is exactly what Tom, James, and Michael said on air. This is precisely the environment dividend-focused, diversified investing was built for. Research from Hartford Funds, using data going back to 1973, has found that companies that grew or initiated a dividend have historically delivered higher returns than the broader market with meaningfully less volatility than non-dividend payers (Hartford Funds). That’s the case for owning financials, insurance, and energy alongside — not instead of — exposure to the AI and reshoring trends. You get to participate in the buildout without betting the whole plan on any single piece of it working out on schedule.     Related Reading Listen to this episode and browse past shows on the Podcasts page Learn more about our approach and team on the About Us page Schedule your own complimentary portfolio review from the DFG homepage About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 48-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at dupreefinancial.com under the Podcast tab. TD Tom Dupree Founder of Dupree Financial Group and host of The Tom Dupree Show. Tom started in the investment business in 1978 as a municipal bond salesman, and has spent 47 years building an income-first, fee-only approach to retirement investing in Lexington, Kentucky. Schedule a Complimentary Portfolio Review If you’re not sure whether you know what’s actually driving your portfolio’s gains right now — and whether it could unwind as fast as it built — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400 | Visit: dupreefinancial.com { "@context": "https://schema.org", "@type": "PodcastEpisode", "name": "Is the AI Rally a Bubble? 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The honest answer is: parts of it may be a bubble, and parts of it may not be — which is exactly why diversification matters." } }, { "@type": "Question", "name": "What is reshoring, and why does it matter to investors?", "acceptedAnswer": { "@type": "Answer", "text": "Reshoring means bringing manufacturing and industry back to the U.S. from overseas. It matters to investors because it's benefiting a range of established industrial companies, and manufacturing activity data has shown consistent signs of expansion." } }, { "@type": "Question", "name": "What happened with the Leopold Aschenbrenner AI hedge fund?", "acceptedAnswer": { "@type": "Answer", "text": "A hedge fund that was leveraged roughly 4-to-1 on AI infrastructure stocks was forced to sell at a steep loss after the market moved against it, dropping from about $45 billion in net asset value to roughly $10 billion in about three weeks. It's a reminder that leverage, not the underlying investment thesis, is often what causes forced losses." } }, { "@type": "Question", "name": "Should retirees own AI-related stocks?", "acceptedAnswer": { "@type": "Answer", "text": "There's no one-size-fits-all answer, and this isn't individualized advice. Generally speaking, exposure to a trend like AI works best as part of a diversified, income-generating portfolio rather than as a concentrated bet, especially for retirees who need their money to last for decades." } }, { "@type": "Question", "name": "What is Dupree Financial Group's approach to sector risk like AI?", "acceptedAnswer": { "@type": "Answer", "text": "Dupree Financial Group focuses on dividend-paying stocks and bonds across a range of sectors, including financials, insurance, and energy, rather than concentrating in any single trend. The goal is income and growth investors can understand, not a bet on any one technology." } } ] } The post Is the AI Rally a Bubble? What Retirees Should Watch For | Dupree Financial Group appeared first on Dupree Financial.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

¿Por qué algunas empresas atraviesan guerras, crisis, recesiones e inflaciones, y siguen ganando dinero como si nada? ¿Y por qué otras, que parecían imbatibles hace 20 años, hoy ni las recordás?En este video te muestro las cuatro señales que vuelven a una empresa prácticamente indestructible. Es el concepto de "ventaja competitiva" que Warren Buffett popularizó, explicado de forma simple, con ejemplos concretos: Coca-Cola, Visa, Microsoft, Moody's, S&P Global. Si inviertes tu dinero o estás pensando en hacerlo, esta es una de las ideas más importantes que vas a escuchar.Suscribite gratis a las Cartas de Fede Tessore: https://secure.inversorglobal.com/fedetessore?utm_source=podcast&utm_medium=audio&utm_campaign=cdf+newsfede&utm_term=2602-0000 Una carta cada jueves, en tu correo, donde analizo qué está pasando con el dinero, las inversiones y el mundo.

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

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

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

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

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

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

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

Muy buenos días, cero y van dos con S&P Global cambiando la perspectiva de México a negativa. Lo explicamos todo. Warsh, ahora sí, a un paso de la Fed. En temas más divertidos ¿cuánto creen que ha gastado Netflix en producción de películas y series en los últimos 10 años? Nuevos vuelos a Venezuela y cómo se mueve el dinero con Messi y Piqué. 

Agentúra S&P Global znížila Slovensku rating z A+ na A. Ministerstvo financií pokrčilo plecami. Ale to, čo sa stalo v ten istý piatok, je oveľa výrečnejšie: Litve rating zvýšili. Pred desiatimi rokmi malo Slovensko o dva stupne lepší rating ako Litva. Dnes je to naopak. V podcaste šéfredaktor TRENDU Ronald Ižip vysvetľuje, prečo táto výmena pozícií nie je náhoda.

Kevin Birn, oil analyst and head of carbon research with S&P Global, says the conflict in Iran has permanently altered global energy markets, pushing countries to prioritize energy security and supply diversification. Even if a peace deal is struck and the Strait of Hormuz reopens immediately, he argues it could still take months to reconnect damaged supply chains, clear vessel backlogs, and restore disrupted production across the region.The Hub is Canada's fastest-growing independent digital news outlet.Subscribe to our YouTube channel to get our latest videos: https://www.youtube.com/@TheHubCanadaSubscribe to The Hub's podcast feed to get our best content when you are on the go:https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Want more Hub? Get a FREE 3-month trial membership on us: https://thehub.ca/free-trial/Follow The Hub on X: https://x.com/thehubcanada?lang=en CREDITS:Falice Chin - Host, Producer, and Editor Amal Attar-Guzman - Video AssistantMark Schiefelbein/AP Photo - Photo Credit Hosted on Acast. See acast.com/privacy for more information.

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

Muy buenos días, Sheinbaum aplica los primeros ‘cómos' al Plan México, Amazon tumba acciones de FedEx y UPS, perspectiva negativa para Sinaloa: Moody's se suma a S&P Global, Fibra Next lanza oferta por Fibra Macquarie y Goldman Sachs  y Blackstone ya eligieron a su chatbot favorito de inteligencia artificial.Patrocinado | Conoce más de la Conferencia Anual del Council of the Americas en México aquí https://www.as-coa.org/events/2026-coa-mexico-conference

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

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

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

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

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

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

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

Gas ist die Brückentechnologie. Der saubere Brennstoff für den Übergang zu den erneuerbaren Energien. Vier Jahre nach dem russischen Überfall auf die Ukraine erlebt der Gasmarkt einen neuen Preisschock. Amerikanische LNG-Unternehmen profitieren, doch selbst sie sind besorgt, dass auffällt: Früher war Flüssiggas teuer, aber zuverlässig. Jetzt ist es teuer und unzuverlässig. Gast: Ira Joseph, Experte am Zentrum für Globale Energiepolitik der Columbia-Universität in New York. Zuvor Abteilungsleiter für Gas, LNG und Preisbewertung beim börsennotierten Finanzdienstleiter S&P Global. Moderation: Christian Herrmann Sie haben Fragen? Schreiben Sie eine E-Mail an podcasts@ntv.de Sie möchten "Wieder was gelernt" unterstützen? Dann bewerten Sie den Podcast gerne bei Apple Podcasts oder Spotify. Dieser Podcast wird vermarktet von Julep Media: sales@julep.de Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, melden Sie sich hier: datenschutz@julep.de

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

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

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

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

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

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

We are now nearly a month into the U.S.-Israeli war on Iran. The conflict has lasted much longer than some energy experts initially expected — and it has built up an unprecedented crisis that is set to cascade from Asia to the rest of the world.On this episode of Shift Key, Rob chats in Houston with Karim Fawaz, an oil and refineries expert and a director in the energy and natural resources group at S&P Global Energy.Rob and Karim discuss whether the world is already locked into an energy crisis — even if Trump ends the war now. They also talk about why jet fuel has been particularly hard hit and how this crisis could reshape the long-term trajectory of the energy industry — and even of climate change itself.This episode was recorded on the sidelines of CERAWeek by S&P Global, the big annual energy conference in Houston, Texas. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:Previously on Shift Key: Why the Iran War Is a Warning for Natural GasAlso on Heatmap: The Energy Supply Shock of the Iran War Changes Everything--This episode of Shift Key is sponsored by …Accelerate your clean energy career with Yale's online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale's online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

POLITICO Energy host Manuel Quiñones sits down for an extended interview with Daniel Yergin, the vice chairman of S&P Global and chairman of CERAWeek, one of the world's largest and most influential gatherings of energy leaders and policymakers. They preview next week's conference and discuss the major forces shaping the global energy agenda, including the rapid rise of artificial intelligence and data centers, geopolitical tensions in the Middle East and shifting energy markets. Manuel Quiñones is the congress editor for POLITICO's E&E News.  Stefan Todorovic is the video producer of POLITICO Energy. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO's E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switchAnd for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

How can HR Operations help transform the function and drive business impact?Why should HR shift from People First to People Forward strategy?My guest on this episode is Girish Ganesan, Chief People Officer, S&P GlobalDuring our conversation, Girish and I discuss the following: Why HR operations are the foundation of real impactWhy credibility requires understanding the work beneath the workHow HR teams can shift from "People First" to "People Forward"Why execution is becoming a defining capability for next-generation HR leaders.Why adaptive leadership is critical in the age of AI. Connecting with Girish: Connect with Girish on LinkedIn Episode Sponsor: Next-Gen HR Accelerator - Learn more about this best-in-class leadership development program for next-gen HR leadersHR Leader's Blueprint - 18 pages of real-world advice from 100+ HR thought leaders. Simple, actionable, and proven strategies to advance your career.Succession Planning Playbook: In this focused 1-page resource, I cut through the noise to give you the vital elements that define what “great” succession planning looks like.

Today we had the honor of welcoming back Dr. Dan Yergin, Vice Chairman of S&P Global and Chairman of CERAWeek. Dan is a Pulitzer Prize-winning author, one of the most respected voices in energy, and a longtime authority on the intersection of energy, geopolitics, and the global economy. He is also the author of The Prize, The Quest, and The New Map, books that have helped shape how the industry understands energy history, markets, and geopolitical risk. With CERAWeek kicking off on March 23, we were delighted to hear Dan's latest insights on the evolving energy landscape, along with a preview of the key themes and conversations likely to shape this year's conference (current agenda available here). Our conversation began with Dan's perspective on how recent events in Iran have dramatically changed the backdrop heading into CERAWeek, and why the market may have been too complacent in the early days of the disruption. Dan shares his view that bad policy is often made under duress, reminds us that oil prices were already moving higher during the Gulf buildup, and explains why this moment should be viewed through a broader lens than just the formal start of the conflict itself. We explore the themes likely to shape CERAWeek this year, including the growing convergence of energy, power, and tech, the role of gas and electricity in the AI buildout, the importance of critical minerals and copper, infrastructure and permitting, nuclear, and the future direction of upstream oil and gas. We touch on Europe's continued energy vulnerability, the renewed importance of U.S. LNG, the prospect of Europe once again competing with Asia for cargoes, the unique risks that LNG faces through the Strait of Hormuz, and the broader implications for global gas markets. We discuss the range of outcomes for Gulf production shut-ins, why U.S. producers are unlikely to react to short-term price spikes, how insurance, freight costs, and physical security are shaping traffic through the Strait, and what the performance of the U.S. and Israeli militaries indicates about the scale of planning behind this operation. We also look at the longer-term questions underneath the current crisis, including the changing role of Gulf capital, the infrastructure limits around the Strait, the historic arc of Iran's posture in the region, and why the convergence of tech and energy may be one of the most important and constructive forces shaping the industry today. As always, it was an insightful and thought-provoking discussion. Many thanks to Dan for sharing his perspective and time with us all. Mike Bradley started the show by noting that the market conversation this week has once again been focused on U.S. strikes against Iran and the short- and intermediate-term fallout across commodities and equities. In crude, he highlighted that WTI has moved from the mid-$60s/bbl before the war to ~$85/bbl, after peaking near $120/bbl on Sunday night into Monday morning. The effective shutdown of the Strait of Hormuz has been the main driver for global oil prices, with Iraq, Kuwait, and Saudi Arabia cutting production by 5–7 mmbpd due mostly to onshore oil storage constraints. WTI fell roughly $10/bbl in Tuesday's trading due to rumors of a potential coordinated global SPR release of 300–400 million barrels. This war in Iran, at this point, should be viewed differently than the Ukraine war from an oil, natural gas, and economic standpoint. Global oil prices peaked about one month into that conflict, EU natural gas prices peaked roughly six months in, and economic stats such as U.S. CPI and PPI were significantly higher than today, so the pain threshold heading into this war seems more manageable. On the Energy equity front, the Energy sector is flattish since the Iran war started, significantly underperforming oil prices, with investors choosing not to chase energy equities with the move h

We just had a historic 14% difficulty adjustment, weather-driven hash rate curtailments, and the groundbreaking Bitcoin-backed bond from Ledn. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Matt from CoinShares, Kaan from Luxor, and Jay from Lygos join us to talk about the massive 14.7% Bitcoin difficulty adjustment and the impact of the recent Arctic blast on North American miners. We dive deep into Luxor's 21-month mining analysis, showing why hedging has outperformed spot mining since the 2024 halving. Finally, we discuss Ledn's historic Triple B-rated Bitcoin-backed bond and how institutional investors are beginning to view Bitcoin as high-quality collateral compared to traditional assets. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Bitcoin difficulty spikes +14.73 • Hashprice drops to all-time low of $30/PH/day. • ERCOT uneconomic hours rose over 900%. • Ledn bond rated Triple B- by S&P Global. • Hedging outperformed spot mining in 2025 Timestamps: 00:00 Start 02:56 Bombshell difficulty adjustment!!! 20:08 Ledn's $188M Bitcoin-Backed Bond Securitization 31:03 Nakamoto acquires Bitcoin Conference & UTXO Mgmt 38:24 Datacenter cry corner/culture corner

Plus: Shares of European legal publishing companies RELX and Wolters Kluwer fall after Anthropic releases new AI legal tools. And the selloff expands to data-providers like S&P Global and FactSet. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices