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Hear from Nvidia CEO Jensen Huang on why he thinks huge capital expenditure on AI technology will continue as SBS Finance Editor Ricardo Gonçalves speaks with Heath Moss from HLM Investments about the days market action including a recovery in tech stocks and a look at Qantas' half-year results. Plus Erin Kitson from S&P Global explains how borrowers are likely to cope with rising interest rates.
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
Listen to Full Audio at https://podcasts.apple.com/us/podcast/ai-business-and-development-daily-news-rundown/id1684415169?i=1000751672204
Electric co-ops are grappling with rising costs, but members are in no mood for rate hikes. Load growth can help, but it's not without risks. In this episode of the Power Plays podcast, S&P Global's David Bodek and CoBank credit leader Rob Galena take a hard look at the landscape and map out co-op financial flexibility.
We just had a historic 14% difficulty adjustment, weather-driven hash rate curtailments, and the groundbreaking Bitcoin-backed bond from Ledn. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Matt from CoinShares, Kaan from Luxor, and Jay from Lygos join us to talk about the massive 14.7% Bitcoin difficulty adjustment and the impact of the recent Arctic blast on North American miners. We dive deep into Luxor's 21-month mining analysis, showing why hedging has outperformed spot mining since the 2024 halving. Finally, we discuss Ledn's historic Triple B-rated Bitcoin-backed bond and how institutional investors are beginning to view Bitcoin as high-quality collateral compared to traditional assets. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Bitcoin difficulty spikes +14.73 • Hashprice drops to all-time low of $30/PH/day. • ERCOT uneconomic hours rose over 900%. • Ledn bond rated Triple B- by S&P Global. • Hedging outperformed spot mining in 2025 Timestamps: 00:00 Start 02:56 Bombshell difficulty adjustment!!! 20:08 Ledn's $188M Bitcoin-Backed Bond Securitization 31:03 Nakamoto acquires Bitcoin Conference & UTXO Mgmt 38:24 Datacenter cry corner/culture corner
In this episode, Peter Swartz, Co-Founder and Chief Science Officer at Altana, reveals how the company's AI-powered supply chain knowledge graph has helped stop hundreds of millions of dollars in forced labor goods from crossing borders and contributed to some of the largest counter-narcotics seizures in investigators' careers. Peter shares the real-world impact Altana is making across both the public and private sectors.Peter breaks down how Altana's multi-tier supply chain visibility works to trace forced labor cotton through global networks, how dual-use chemicals are being diverted into fentanyl production, and how the platform helps governments and enterprises collaborate to avoid billions of dollars in trade disruptions while saving hundreds of millions in tariff fees.Key Topics Covered- How Altana blocked hundreds of millions of dollars in forced labor goods at U.S. borders- The role of AI knowledge graphs in mapping multi-tier global supply chains- How Altana supports CBP enforcement of the Uyghur Forced Labor Prevention Act- Product passports and how they expedite legitimate goods through customs- The difference between forced labor entering legit supply chains vs. legit goods entering illicit ones- How logistics companies use Altana to prevent their networks from being misused- Proactive vs. reactive approaches to supply chain risk using probabilistic AI models- Scenario modeling for geopolitical disruptions including Taiwan and global conflicts- Saving billions in supply chain disruptions and hundreds of millions in tariff feesEpisode Timestamps00:00 - Introduction and overview of Altana's real-world impact00:41 - Understanding forced labor as a multi-tier supply chain problem03:09 - Hundreds of millions in forced labor goods stopped at borders03:45 - How the AI knowledge graph maps global supply chain connections04:15 - Working with CBP on the Uyghur Forced Labor Prevention Act04:35 - Product passports and expediting goods through customs04:51 - Counter-narcotics and the dual-use chemical problem05:45 - Helping logistics companies stop network misuse06:27 - From alert to action and the system handoff process06:49 - Responsible AI and the role of human-in-the-loop decisions07:33 - Proactive vs. reactive supply chain intelligence08:08 - Scenario modeling for geopolitical disruptions and resiliencyAbout Peter SwartzPeter Swartz is Co-Founder and Chief Science Officer at Altana. He has spoken on global trade, supply chains, and machine learning at the World Trade Organization, the World Customs Organization, the U.S. Court of International Trade, and the National Academies of Medicine. Previously, Peter was Head of Data Science at Panjiva, listed as one of Fast Company's most innovative data science companies in 2018 and later acquired by S&P Global. He holds patents in machine learning and global trade, and completed his education at Yale, MIT, and EPFL.About AltanaAltana is the world's first Value Chain Management System, providing AI-powered supply chain intelligence to governments, enterprises, and logistics providers. The platform is built on a proprietary knowledge graph comprising more than 2.8 billion shipments, tracking over 500 million companies and 850 million facilities globally. Altana covers more than 50% of global trade, making it the most comprehensive and accurate supply chain map available.Resources Mentioned- Altana Atlas platform and AI knowledge graph- U.S. Customs and Border Protection (CBP)- Uyghur Forced Labor Prevention Act (UFLPA)- Product passports for cross-border compliance- Altana's disruption and tariff scenario modeling toolsPeter's Socials:LinkedIn — https://www.linkedin.com/in/pgswartz/Partner LinksBook Enterprise Training — https://www.upscaile.com/
Muy buenos días, nos dormimos con la noticia de que Plata ya puede operar como banco, pero amanecemos con la fecha de cuándo lo hará. Nos lo revela su fundador y director. En el universo de la banca corporativa, platicamos con Luis Brossier, el nuevo CEO de Citi México, quien nos detalla su estrategia para 2026. Curiosa visita la que hace S&P Global a Palacio Nacional, Perú ya tiene nuevo presidente (interino) y Mark Zuckerberg enfrenta las consecuencias de la adicción a sus redes.
18 Feb 2026. Dubai Holding and Nord Anglia Education are partnering to develop and operate premium schools across Dubai, with the first opening in Dubai Production City. We unpack what this means for the emirate’s education landscape. Plus, DMCC’s Ahmed Bin Sulayem joins us to discuss redevelopment plans in JLT and the outlook for commodities. UAE-born hotel brand Rove expands into Egypt, COO Paul Bridger shares the strategy. And S&P Global says sustainable bond issuance in the Middle East could reach $25 billion, we speak to the director.See omnystudio.com/listener for privacy information.
In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholders. They break down Alphabet’s blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to “own the transaction layer” online), but also debate the market’s unease as buybacks take a back seat to massive capex plans. They then unpack why S&P Global got punished despite only a slight miss, and discuss which parts of the business could be most exposed to AI-driven disruption (while also noting the durability of the ratings moat). Next, they touch on Allied Properties REIT after a brutal drop tied to equity issuance and weakening leasing trends. The episode wraps with Amazon’s strong AWS momentum and accelerating infrastructure buildout, a candid look at Lightspeed’s worrying sequential slowdown and its growing merchant cash-advance/lending exposure, and Spotify’s margin and free-cash-flow surge—plus the competitive threat from YouTube Premium as pricing converges. Tickers of Stocks Discussed: GOOG, AMZN, SPGI, AP-UN.TO, LSPD.TO, SPOT Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Julián Coca, gestor del fondo Alinea Global, repasa el mercado estadounidense con vistazo a los resultados de Coca Cola, S&P Global y Ford.
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Lea Oetjen über den Ausverkauf der Tech-Lieblinge, die neuen KI-Pläne von Amazon und den nächsten Dämpfer für Novo Nordisk. Außerdem geht es um Microsoft, Oracle, Palantir, Synopsys, Alphabet, FactSet Research, S&P Global, Rheinmetall, Renk, Hensoldt, Eli Lilly, Hims & Hers Health, Estée Lauder, Qiagen, Rational und Nvidia. https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Kokkie Kooyman, fondsbestuurder by Denker Capital, deel sy mening oor S&P Global se rooskleurige uitsigte vir Suid-Afrika se banke. Volg RSG Geldsake op Twitter
4/2 Ws futures misti. Prosegue la rotazione fuori dal Tech a favore di ciclici, value vince su growth. Debacle del settore software (Etf -5%) su timori disruption AI. La scintilla: il nuovo plugin di Anthropic cowork agent per diversi settori: legal, finance, marketing etc. London Stock Exchange –13%, Reuters –15%, Gartner –21%, S&P Global 11% Moody's 9% Factset 11%. Walmart entra nel club da 1000 mld di capitalizzazione, è la dodicesima società al mondo dopo Berkshire. Oro recupera 5.000$ sale anche l'argento. AMD scivola sui conti, guidance debole. SuperMicro +7% in pre-market. Nvidia pronta a investire 20mld dollari in OpenAI. Huang: nessun dramma con Altman. Stasera Alphabet. Petrolio risale su tensioni Iran. Gli Usa abbattono drone iraniano. Witkoff vede Nethanyau, colloqui possibili in Oman e non Turchia. La Russia intercetta le comunicazioni chiave di almeno una dozzina di satelliti europei. Asia Mista, Kospi record. Nikkei in rosso, yen in calo. Nintendo -10% su timori memory chip. Europa, Milano riparte dai massimi dal 2000. Domani Bce, oggi inflazione preliminare gennaio. Assemblea straordinaria di MPS, Lovaglio accelera sul Piano. Bff verso delisting? Ubs batte le attese: 1,2 mld euro profitti nel 4Q, buyback da 3mld euro. Learn more about your ad choices. Visit megaphone.fm/adchoices
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
Der letzte Dividenden-Podcast, den du hören musst (Anleitung 2026) Ist es möglich, allein von Dividenden zu leben? Die Antwort ist JA – aber nur, wenn du dieses eine System kennst.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Welcome back to the channel!In today's update, we cover Trump's comments on year-round E15, growing weakness in the U.S. dollar, 2026 acreage debates, heat stress in Argentina, fresh USDA flash sales, and China's latest soybean buying behavior.⛽
Last week, UK economic data revealed a mix of rising price pressures and surprising resilience in activity. Inflation surprised on the upside in December with the headline Consumer Price Index (“CPI”) rising to 3.4%, driven by higher airfares and tobacco duty, a development likely to instil policy caution at the Bank of England (“BoE”) next month. However, economic activity accelerated, as the January Purchasing Managers Index (“PMI”) recorded its strongest upturn since April 2024, hitting a 21-month high of 53.9, which S&P Global noted is indicative of a 0.4% quarterly growth rate. Retail sales also beat expectations with a 0.4% expansion in December, though a quarterly decline in goods purchased suggests underlying household consumption remains weak. In financial markets, gilts headed for their worst weekly performance since November amid political risk, while Vanguard announced plans to offload approximately £1.9 billion of UK shares to reduce "home bias" in its funds...Stocks featured:Admiral Group, Endeavour Mining and Rentokil InitialTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.
Hubert Joly is a Harvard Business School lecturer and globally recognized leadership thinker focused on re-founding business around purpose and people. A former Chairman and CEO of Best Buy, he led one of the most celebrated corporate turnarounds of the past decade by rejecting cost-cutting playbooks in favor of purpose-driven strategy. At Harvard Business School, he co-leads flagship CEO programs and advises organizations on developing next-generation leaders. Joly serves on the boards of Johnson & Johnson and S&P Global, is a trustee of the New York Public Library, has been named among the world's top CEOs and management thinkers by HBR, Barron's, Glassdoor, and Thinkers50, and is the bestselling author of The Heart of Business. In this episode we discuss the following: When Hubert became CEO of Best Buy, he resisted the instinct to cut, cut, cut. Instead, as a first-time CEO, he chose to be a learn-it-all rather than a know-it-all—constantly asking, What's working? What's not? And what do you need? He then held himself to a strong “say-do” ratio, making sure his actions matched his words. I was also struck by the hierarchy he emphasized at Best Buy: people, business, finance. Of course a company has to make money. But when meetings start with finance or strategy, the implicit message is that people come second. Best Buy ultimately clarified this by defining its purpose as enriching lives through technology by addressing human needs. Another powerful idea was Hubert's reminder that culture changes faster than we think—if behavior changes first. If you want to be customer-centric, don't just talk about customers. Spend time with them. Behavior shapes culture surprisingly fast. Give a name or brand to our behavior change goals.
Join Qualtrim, the Stock Analysis platform I built and use, and join over 12,000 other paying members: https://www.qualtrim.com/00:00 Overview01:46 Google06:18 Mastercard09:40 Amazon11:20 S&P Global and Moody's12:45 ASML15:20 Netflix20:12 Microsoft21:06 Costco24:44 Intuit26:33 Salesforce28:10 Texas Roadhouse30:40 Equifax32:30 Duolingo
This evening we dive into the latest market movements with Just One Lap, speak to Old Mutual chair Trevor Manuel about Team SA at the World Economic Forum in Davos, and get an outlook on frontier markets from S&P Global, while Alexforbes helps us understand the implications of the recent customary marriage court ruling. We also look at education planning with Standard Bank, and get to know a cheesemaking company in the Western Cape. SAfm Market Update - Podcasts and live stream
As institutional and retail capital continue to flow into private markets, we believe the infrastructure supporting investment decisions hasn't fully kept pace. The real challenge isn't just access to opportunity; it's access to reliable, data.In this episode of Critical Thinking, Mercer's Global Head of Analytics and Portfolio Solutions, Rob Ansari is joined by Chris Sparenberg, Head of Business for iLEVEL at S&P Global, and Jad Stella, Senior Director on the Digital Product Management team at Cambridge Associates, to unpack the current state of private markets data and what could be possible if the industry came together to help deliver more consistent, timely information. *References to a "partnership" in the podcast are informal. The relationship described is a "collaboration". This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract. Read our full important notices - click here
El ejército de Estados Unidos capturó la semana pasada en el Atlántico norte al petrolero Marinera, conocido hasta pocos días antes como Bella 1. A pesar de que navegaba con bandera rusa y de que lo hacía sin carga, el buque fue interceptado tras ser acusado de formar parte de la llamada “flota fantasma" que utilizan Gobiernos como los de Venezuela, Rusia e Irán para evadir sanciones internacionales. La operación fue ejecutada por un equipo de operaciones especiales que partió desde una base en Gran Bretaña, aprovechando que el navío, de grandes dimensiones, transitaba de camino a Rusia por un paso estratégico entre Escocia e Islandia. Esta acción se enmarca dentro del "bloqueo total y completo" anunciado el mes pasado por Donald Trump contra los petroleros vinculados a Venezuela. El Bella 1 ya contaba con sanciones previas desde 2024 por transportar crudo iraní. Al advertir que habían detectado su presencia, el capitán recibió órdenes de adentrarse en el Atlántico, apagó el sistema de identificación automática (AIS) y cambió el nombre y la bandera del buque para intentar despistar a las autoridades. Pero los guardacostas de EEUU no le perdieron de vista y fueron siguiéndole hasta que estuviese situado en un punto donde pudiera ser abordado con seguridad. El AIS es un transpondedor obligatorio que garantiza la seguridad marítima y permite que los barcos se vean entre sí. Apagarlo es una práctica común de las naves que operan en la sombra. La flota fantasma no ha hecho más que crecer en los últimos años y hoy representa un problema de primer orden. Según datos de S&P Global y TankerTrackers, existen cerca de mil barcos que transportan petróleo y derivados objeto de sanciones. Estos buques suelen tener más de 20 años de antigüedad, carecen de seguros occidentales y utilizan banderas de conveniencia de países con regulaciones marítimas muy laxas como Gabón o Camerún. Además, emplean técnicas sofisticadas como la falsificación de coordenadas GPS y realizan maniobras arriesgadas como transferir crudo a de barco a barco en alta mar para ocultar el origen del petróleo. En el caso de Venezuela, aproximadamente el 70% de sus exportaciones dependen de estos buques de la flota fantasma. El Gobierno estadounidense parece que por fin se ha puesto en serio a combatir esta lacra, pero sólo los que se dirigen o salen de Venezuela, obviamente como herramienta del presión para el actual gobierno de Delcy Rodríguez. Aunque las potencias occidentales llevan años intentado asfixiar la logística de la que se valen estos barcos mediante sanciones a empresas de gestión y servicios de suministro de combustible (bunkering), la flota ha seguido funcionando debido a la demanda de países como China e India, que aprovechan los descuentos del crudo sancionado. La captura del Marinera supone un cambio de estrategia. Ahora deben contemplar también el abordaje directo, lo que sólo puede leerse como una advertencia clara para que en Caracas se percaten que el bloqueo va en serio. Pero si solo se queda para Venezuela no servirá de mucho, la flota seguirá operando y, al mismo tiempo, proporcionando recursos a dictaduras como la rusa o la iraní. En La ContraRéplica: 0:00 Introducción 3:35 Petroleros en la sombra 32:29 Las protestas en Irán 38:53 Las motivaciones de Trump 43:22 ¿Es posible sancionar a EEUU? · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #petroleo #venezuela Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
The global economy is becoming more complex, raising the stakes for leaders navigating this change.In this episode of CEO Perspectives, part of Mercer's Critical Thinking series that take you inside the C-Suite for peer-to-peer conversations with leaders influencing decision making across the investment industry, Mick Dempsey, Global President of Mercer Investments & Retirement, is joined by Martina Cheung, President and CEO of S&P Global. Together, they explore how economic complexity is influencing investment decision-making, from resilience and diversification to transparency across the convergence of public and private markets and the growing role of data and analytics. The discussion reflects how organizations can better connect the dots across portfolios, manage uncertainty, and prepare for the many challenges and opportunities shaping the year ahead.*This episode was recorded on December 17th, 2025.This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here
TOPIC: 2025 Review PANEL: Jeff Schuster, S and P Global; Joann Muller, Axios; Joe White, High Speed Rodeo; Gary Vasilash, shinymetalboxes.net
In his first “60 to 90 days” as CFO of Presidio, Manny Korakis learned that preparation doesn't cancel pressure, he tells us. “Now the buck stops here,” he tells us, and he “didn't really appreciate the pace” required until he was living it daily, he tells us.Korakis traces his move into enterprise thinking back to the McGraw Hill companies. Early on, he was “very technical” and “pretty close” to a singular controllership focus, he tells us. Then a mentor CFO pulled him into what they called the “growth and value plan,” he tells us. He worked on the “system landscape” and “data flow,” and on portfolio decisions about which assets were core and which were “distracting,” he tells us. That work drove the separation of McGraw Hill Education from the rest of McGraw Hill and a rebranding to “S&P Global,” he tells us. It also surfaced “hidden gems of value,” he tells us. Seeing theory turn “real life” became his “aha moment,” he tells us.In a later chapter, Korakis served as CFO of S&P Dow Jones Indices, where partners were aligned “in many cases,” but “not always aligned,” he tells us, requiring balance of “different needs and expectations,” he tells us.That arc shapes how he defines finance: not just “counting the beans,” but “highlighting the key things” so others decide better, he tells us. Today, he says finance “own[s] the model” for where Presidio wants to go, he tells us, and AI starts with “bite sized pieces,” he explains.
想直接聽總結可以拉到去11:30 2026年股市會繼續高歌猛進嗎? 各國央行偷步減息的結果是什麼? 2026年增長最快的國家是? 美元貶值對於世界有什麼影響?
一, 上個星期,因為市場對數據中心的債務融資疑慮 持續攪動著人工智慧 (AI) 題材,圍繞甲骨文 的新一波擔憂讓拋售潮進一步加劇。晶片製造商Broadcom股價也跟著重挫,五日累計跌幅甚至超過了19%。 12月19日,瑞銀(UBS)在2026年展望報告中,明確的指出核心挑戰:「人工智慧發展放緩、通膨再次抬頭、債務問題重現,讓市場可能面臨新的挑戰。」連台灣的央行都在12月18日點出3個風險,直言AI熱潮導致科技股股價及集中度過高,一旦市場情緒反轉,股價恐大幅下跌修正,是近期影響金融穩定的重要風險。 南韓大型企業集團SK集團的董事長崔泰源也在12月初的首爾一個論壇上表示,人工智慧(AI)產業並未出現泡沫現象,但AI相關股票因過快上漲,可能面臨修正壓力。我們到底要怎麼看待這波由人工智慧帶領的股市大長多? 二, 12月5日,美國發佈了新版國家安全戰略,猛批歐洲經濟衰退且面臨文明消亡的嚴峻前景。這些表述引起歐洲領導人的不安,他們對川普展現出的“敵對”態度感到擔憂。 12月19日,歐盟委員會主席馮德萊恩打破沈默,對川普政府的言論作出了回應。馮德萊恩在歐洲議會發表講話稱,歐洲不應該對其他國家的評論感到震驚,不能讓他人的世界觀定義歐洲。 事實上,12月16日,S&P Global公布的歐元區 12 月綜合採購經理人指數 (PMI) 初值由 11 月的 52.8 滑落至 51.9,雖仍高於 50 的榮枯線,但低於分析師原先預期的持平水準。 漢堡商業銀行指出,整體數據轉弱主要歸因於德國工業部門,該產業的下行壓力持續加劇,整體而言,歐元區經濟在邁入新的一年之際,前景仍顯得相當不穩定。我們又應該怎麼解讀歐洲經濟的未來發展? Powered by Firstory Hosting
Send us a textIn Episode 268 of The Data Diva Talks Privacy Podcast, Debbie Reynolds, The Data Diva, talks with Anuj Jain, Lead Privacy Engineer at S&P Global. They discuss the role of privacy engineering in shifting data stewardship earlier in the technology lifecycle and how privacy-focused design strengthens both compliance and innovation. Anuj explains why many organizations still view privacy narrowly through a legal or security lens and why technical privacy practices are essential for building sustainable, enterprise wide maturity.The conversation explores how privacy engineering transforms real operational workflows, including the review of cookies and tracking technology, automation of assessments, governance of AI systems, and managing risk through proactive testing and technical controls. Anuj provides insight into how S&P Global structures its privacy program across legal, technology, and business teams, creating a model of cross functional collaboration that allows privacy to scale.Debbie and Anuj also discuss the cultural dimensions of privacy and how expectations differ across regions such as India, Europe, and the United States. They examine the impact of consumer awareness, regulatory timelines, and local norms on how individuals and companies interpret privacy. Anuj closes with practical insights about the power individuals have to influence corporate behavior through their choices and questions, and why thoughtful human decision making remains essential even in an AI driven world.Support the showBecome an insider, join Data Diva Confidential for data strategy and data privacy insights delivered to your inbox.
A massive capacity glut is forcing established fleets like James R. Smith Trucking to close their doors. We also look at the sudden collapse of two Minnesota carriers, MinStar Transport and Transport Design Inc., which left 200 drivers out of work overnight. As legitimate capacity folds, the industry is becoming a regulatory "hellscape" where loopholes allow minimally trained drivers to replace compliant operators. We discuss how these unchecked market dynamics have contributed to a 40% rise in fatal truck crashes and a surge in cargo theft. State authorities are stepping up enforcement, with Mississippi referring illegal truckers to ICE after identifying drivers violating English proficiency and license standards. This segment highlights the growing push to close federal loopholes that have allowed non-domiciled CDL abuse to flourish. In the financial sector, we analyze the widening performance gap as RXO receives a negative outlook from S&P Global while competitor C.H. Robinson sees its credit rating upgraded. The discussion breaks down the sharp contrast in debt ratios and stock market performance between these two brokerage giants. We also report on the sentencing of an Ohio trucking operator to 30 months in prison for a decades-long tax evasion scheme involving shadow companies. Finally, help celebrate the industry's unsung heroes by casting your vote for America's favorite freight town in our latest contest. Learn more about your ad choices. Visit megaphone.fm/adchoices
A massive capacity glut is forcing established fleets like James R. Smith Trucking to close their doors. We also look at the sudden collapse of two Minnesota carriers, MinStar Transport and Transport Design Inc., which left 200 drivers out of work overnight. As legitimate capacity folds, the industry is becoming a regulatory "hellscape" where loopholes allow minimally trained drivers to replace compliant operators. We discuss how these unchecked market dynamics have contributed to a 40% rise in fatal truck crashes and a surge in cargo theft. State authorities are stepping up enforcement, with Mississippi referring illegal truckers to ICE after identifying drivers violating English proficiency and license standards. This segment highlights the growing push to close federal loopholes that have allowed non-domiciled CDL abuse to flourish. In the financial sector, we analyze the widening performance gap as RXO receives a negative outlook from S&P Global while competitor C.H. Robinson sees its credit rating upgraded. The discussion breaks down the sharp contrast in debt ratios and stock market performance between these two brokerage giants. We also report on the sentencing of an Ohio trucking operator to 30 months in prison for a decades-long tax evasion scheme involving shadow companies. Finally, help celebrate the industry's unsung heroes by casting your vote for America's favorite freight town in our latest contest. Learn more about your ad choices. Visit megaphone.fm/adchoices
This Week In Startups is made possible by:Quo - http://quo.com/TWiSTSquarespace - https://www.Squarespace.com/TWISTMiro - http://miro.com/Today's show: Michael Saylor's Strategy play is struggling with the price of Bitcoin on a steep decline… Is his new “dollar reserve” the answer?On TWiST, we're looking into the state of $MSTR and why Jason remains SO skeptical about this increasingly convoluted financial scheme.Is CNBC giving Michael Saylor a pass? Is that why he won't go on “All-In”? And do investors realize that loans go BEFORE equity? We're asking the TOUGH questions…PLUS Jason's Four Red Flags for companies with convoluted tactics… Why S&P Global downgraded Tether, and why Jason thinks the US government waited TOO LONG to pass stablecoin regulations… Jason reacts to the NYT “hit piece” on Bestie David Sacks… we're checking out the new Matic robot vacuum and Sunday Robotics' Memo bot… PLUS much more of the day's biggest tech news and stories.Timestamps:(03:04) Why Jason broke his “No Demo Day” rule for the LAUNCH 35 Accelerator(07:08) What we can learn from BitcoinTreasuries.net about the marketplace(07:42) Why Jason remains SO skeptical on $MSTR… and any sufficiently convoluted financial scheme…(7:56) Jason's Four Red Flags for rogue companies and financial schemes(9:49) Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at http://quo.com/TWiST(14:31) When loans go before equity, and how this can dilute your investment!(18:05) Is CNBC giving Michael Saylor a pass? Why Jason thinks he won't go on “All-In.”(19:30) Checking in with Polymarket's thoughts on potential MicroStrategy Bitcoin sales(20:21) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://squarespace.com/twist(22:58) Speaking of complex schemes… why S&P Global downgraded Tether(29:26) Is Tether too good to be true, as an investment?(25:17) Why Jason thinks the US waited too long to pass stablecoin regulations.(30:24) Miro - Help your teams get great done with Miro. Check out http://miro.com to find out how!(36:15) Jason's reaction to the NYT piece about Bestie David Sacks(43:14) Is there a growing divide within the GOP about how to engage with tech companies?(44:04) What are “Glue Employees” and why are they important?(45:03) How to tell your “Glue Employees” apart from the “union reps” and other rabble rousers…(51:50) Sunday Robotics: another human-ish robot but with WHEELS (and a baseball cap)(56:05) We're checking out the Matic robot vacuum as well… Should these products be combined?*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(9:49) Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at http://quo.com/TWiST(20:21) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://squarespace.com/twist(30:24) Miro - Help your teams get great done with Miro. Check out http://miro.com to find out how!Great TWIST interviews: Will Guidarahttps://youtu.be/pvJa2pzuXWQEoghan McCabehttps://youtu.be/9dHN4YFkgv4Steve Huffmanhttps://podcasts.apple.com/us/podcast/reddit-ceo-steve-huffman-on-mod-revolt-building-a/id315114957?i=1000617333424Brian Cheskyhttps://podcasts.apple.com/ca/podcast/airbnb-ceo-brian-chesky-on-early-rejection-customer/id315114957?i=1000611761112
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:03:02 - About S&P's Rating Business 00:03:56 - What businesses S&P Global operates 00:04:32 - About S&P's Market Intelligence Business 00:07:54 - About S&P Global's founding story 00:38:52 - About S&P's Index Business 00:48:45 - About S&P's Commodity Insight Business 00:58:10 - About S&P's Mobility Business 01:03:45 - How S&P thinks about Capital Allocation 01:24:43 - Whether Shawn & Daniel add SPGI to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Barron's Interview with Former SPGI CEO Doug Peterson. S&P Global Investor Day Presentation 2025. TIVP Episode on MSCI. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kiet Tran went from bartending to leading billion-dollar companies by discovering the WHO Blindspot many CEOs miss when scaling. In our conversation, he shares priceless insights that help leaders invest better, develop higher-performing teams, and accelerate results.===========CEO Blindspots® Podcast Guest: Kiet TranKiet Tran, CEO of Lukka Tech, is a testament to the enduring spirit of the American dream. As a Vietnamese refugee who arrived in America in the 1980s, his journey is a narrative of resilience, ambition, and achievement. Kiet began his career at BlackRock, where he was part of the early BlackRock Solutions team, helping to pioneer data-driven approaches in asset management. He then spent 17 years at IHS Markit (acquired by S&P Global for $44 billion), where he joined as one of its early employees and rose to Senior Partner and Head of APAC Financial Services. There, he played a pivotal role in transforming the company into a global fintech and data powerhouse. With over 20 years of global experience at the intersection of financial services, data infrastructure, and fintech, Kiet Tran brings a rare combination of entrepreneurial drive, scale leadership, and deep industry knowledge. Since leaving Markit Kiet has launched 5 start ups with 2 of them more recent and still in stealth and with the other 3 being LendOS, PEER DATA, and AI Apollo. In addition, Kiet is currently the CEO of Lukka Tech, a digital asset data cloud and operating system.
Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)
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Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links—Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Car Guy Coffee Podcast Live from NAMAD 2025: Vegas. Special Guest Marc Bland Welcome to the Car Guy Coffee Podcast. Kickstart your day the right way and join us as we tap into the brightest minds and most passionate voices across the automotive world to bring you the education, motivation, and inspiration you need to thrive. From the showroom floor to the service lane, prepare to Upshift and Uplift your perspective. In this next episode of our Mini Series “NAMAD 2025 Recap”, Lou Ramirez and Fred Leonard are excited to welcome Marc Bland from S&P Global as we discuss the importance of supporting diverse communities, sharing insights from his parents and the significance of data in driving confidence and decision-making.
Listen to the SF Daily podcast for today, November 20, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. China increases soybean purchases, and we are seeing solid corn demand from South Korea and Mexico, and potential delays in biofuel incentive suspensions. Ethanol production rose by 1.5% to 7.63 million barrels, with exports averaging 145,000 barrels daily. S&P Global forecasts 95 million acres of corn, 84.5 million acres of soybeans, and 44 million acres of wheat for 2026. Cattle carcass weight averaged 956 pounds, and China imported 560,000 metric tons of corn in October. Learn more about your ad choices. Visit podcastchoices.com/adchoices
On Episode 727 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Gruenwald, Global Chief Economist at S&P Global as well as Nikhil Narendran, Partner – TMT (Technology, Media and Telecommunications) at Trilegal.SHOW NOTES(00:00) The Take(05:00) Why FP Inflows could restart soon(11:01) Trump starts rolling back tariffs on food products as inflation bites(12:11) The shocking fact about US GDP Growth(25:57) The latest DPDP rules will mean sea change for consumer facing company operationsRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
The Sahel stands at a crossroad, it is torn by crisis, instability, and shifting power. Join Dr. Jessica Moody and Dominic Bowen as they dive deep into the region's unfolding humanitarian emergency. What does ECOWAS's withdrawal mean for the people? How is Russian influence rewriting the rules? And why are jihadist groups gaining ground? From Bamako's frontlines to the corridors of power, this is your inside look at the struggles shaping the Sahel's future!Dr. Jessica Moody is a political risk, due diligence and peacebuilding consultant in West Africa. She conducts open source and on the ground research into political, economic and security developments in West Africa and provides timely forecasts as well as scenario planning to clients, enabling them to better plan their operations. She also provides detailed insights into key personalities across West Africa, to enable businesses to understand power structures and who they should prioritise engagement with.Jessica has worked in and on West Africa for more than a decade, during which she has consulted for an array of organisations ranging from S&P Global to Horizon Engage to the United States Institute of Peace. Having spent time living and working in Senegal, Cote d'Ivoire and Mali, she has an extensive range of local contacts in government and the private sector across the region. Jessica has a BA hons degree in History from the University of Nottingham, an MSc in International Relations from the London School of Economics and a PhD in War Studies, focusing on Cote d'Ivoire from King's College London. She is the author of Life After War: Lessons in Human Centered Peacebuilding from Cote d'Ivoire (London, Bloomsbury) – forthcoming in May 2026.The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime, to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.The International Risk Podcast – Reducing risk by increasing knowledge.Follow us on LinkedIn and Subscribe for our updates!Tell us what you liked!
Kevin covered the following stories: a correction and update regarding the Louisville UPS cargo plane crash; S&P Global released their October U.S. Services Purchasing Managers' Index and the Institute for Supply Management released their October Purchasing Managers Index for Services Providers; after U.S. President Trump and China's President Xi Jinping met in South Korea last week, trade tensions are thawing; factors affecting oil and gas prices; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way.
Kevin covered the following stories: a correction and update regarding the Louisville UPS cargo plane crash; S&P Global released their October U.S. Services Purchasing Managers' Index and the Institute for Supply Management released their October Purchasing Managers Index for Services Providers; after U.S. President Trump and China's President Xi Jinping met in South Korea last week, trade tensions are thawing; factors affecting oil and gas prices; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way.See omnystudio.com/listener for privacy information.
The Western Canadian oil industry pumps more crude than most OPEC members but its production is located far from consuming markets and depends on a dizzying array of pipelines to connect that supply to end demand. At the same time, Canada's oil producers have had to navigate a quagmire of ever-shifting politics, policy, and regulations—especially concerning greenhouse gas emissions—that were widely seen to be restraining the sectors growth.To help me dig into the meat of this discussion, frame the current position of the massive oil sands industry today and where we're headed, as well as how to parse the ongoing negotiations between Canada's West and Ottawa, Rory is joined this week by Kevin Birn, Global Head, Center of Emissions Excellence and Chief Analyst, Canadian Oil Markets, at S&P Global.
TOPIC: GM vs Tesla PANEL: Paul Waatti, AutoPacific; Stephanie Brinley, S and P Global; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv
Today on our show:Walmart Partners With OpenAI, Cannot Hold Back the TideS&P Global Puts Tariff Costs at $1.2T This YearSalesforce Partners With OpenAISaks Struggles to Deliver in Q2- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweeklyThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Crypto News: BlackRock CEO Larry Fink continues his media tour supporting crypto and tokenization. Fed Chair Jerome Powell signals tightening program could end soon. S&P Global and Chainlink launch on-chain stablecoin risk assessments. Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/
The parent company of the New York Stock Exchange just made a $2 billion investment in Polymarket, valuing the prediction-market platform at $9 billion and signaling a huge shift toward crypto-native financial infrastructure. NLW breaks down what the deal means for institutional adoption, how it compares to ICE's previous crypto efforts, and why this could mark a new phase for decentralized finance. Plus: Bitcoin's brief pullback, S&P Global's new crypto index, BNY Mellon's tokenized deposits, and Christine Lagarde's latest anti-Bitcoin comments. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW
We close out our Catching Up On Climate series this week with Dave Ernsberger & Mark Eramo, Co-Presidents of S&P Global Commodity Insights and Members of S&P Global's Executive Leadership Team. David Greely sits down with Dave and Mark to catch up on the state of U.S. policy and the global discussion on energy, climate, and sustainability after New York City Climate Week – and where we're heading next.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Brian's 'Stache0:40 Another Farm Bailout7:35 Argentina Update9:36 Corteva Split11:34 Soybean/Corn Rally15:54 Yield Estimates17:17 Drought Update
Send us a textThe Shipping News for Investors. Acid Breath is a sub-30 minute market monologue for thinkers, not twitchers. Nightly under the Caribbean sky with jazz low, I strip the day bare for signal. Today was diffusion indices in plain English (50+ expands, under 50 contracts). Decimals = vanity; the first two digits tell the story. I cross-check S&P Global with ISM and translate what it means for margins, pricing power, and the economy. And vibe on how to bag a stock winner. Explain why if price breaks legendary highs, pros press advantage on ceilings becoming trampolines. Tonight: pharmaceuticals. Want signal over confetti? Subscribe. Kings don't chase. Acid Capitalist™
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Trump/Xi Call1:59 Tariff Revenue for Farmer Bailout3:41 H-1B Visa Plan6:42 2026 Acres8:20 China Soy Imports9:59 The Funds10:47 Flash Sale11:11 Cattle on Feed