Podcast appearances and mentions of Paul Walsh

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Paul Walsh

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Best podcasts about Paul Walsh

Latest podcast episodes about Paul Walsh

Cross Talk
Why N.L. needs a disability advocate

Cross Talk

Play Episode Listen Later May 28, 2025 55:10


It's National AccessAbility Week. Today on the show we ask what does accessibility really mean? And we talk about the what role a disability advocate could play in Newfoundland and Labrador. Guests: Nancy Reid, executive director COD NL; Joanne MacDonald accessibility advocate and Paralympian; Paul Power, Power Productions; Paul Walsh, CEO, Autism Society, Newfoundland & Labrador; Valerie Maidment, advocate and author; Steve Denty manager, commercial development and customer experience with St. John's International Airport.

Irish Tech News Audio Articles
Sony Interactive Entertainment Establishes Digital Innovation and Engineering Centre in Ireland

Irish Tech News Audio Articles

Play Episode Listen Later Apr 22, 2025 3:09


Sony Interactive Entertainment, the company behind the iconic PlayStation brand, today announced it is to open an office in Dublin, with plans to hire 100 employees to staff the new operation. The establishment of this office is supported by the Irish government through IDA Ireland. The Dublin team will focus on research and development in projects that optimise digital operations, customer and employee servicing, as well as external operations through technology, digital tools, and data. Applications for the roles are open, effective immediately. "Establishing a presence in Dublin allows Sony Interactive Entertainment access to top-tier talent in digital innovation and technologies, in a region I know full well is ready to support our innovative approach to interactive entertainment," said Paul Walsh, SVP, Head of Digital Technology, Engineering, IT, and Operations, Sony Interactive Entertainment. "We're excited to contribute to Dublin's vibrant economy and looking forward to bringing onboard bright minds at all career levels. Through IDA Ireland, we're seeing first-hand how the Irish business community is nurtured at all levels, creating an environment that we'll be proud to play our part in supporting." Minister for Enterprise, Tourism and Employment Peter Burke said: "This significant investment by Sony Interactive Entertanment highlights Ireland's commitment to advancing our vibrant tech ecosystem and providing opportunities for top tier talent. I very much welcome Sony Interactive Entertainment's decision to establish its digital innovation centre here which demonstrates the continued appeal of our business environment." Michael Lohan, CEO of IDA Ireland said: "I am delighted to welcome Sony Interactive Entertainment to Ireland. Their decision to expand and hire 100 talented software engineers here underscores Ireland's reputation as a hub for innovation and technology. This investment is also testament to the quality of our workforce and the vibrant tech ecosystem we have in Ireland.'' Information on career opportunities can be found at https://www.playstation.com/en-us/corporate/playstation-careers/ More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

Morning Mix with Alan Corcoran
Third Time's a Charm: Wexford Drama Group Shines with Skylight

Morning Mix with Alan Corcoran

Play Episode Listen Later Apr 14, 2025 9:40


Paul Walsh, director of Wexford Drama Group, for the third year running, the group has made it to the RTÉ All Ireland Drama Finals—this time with their gripping production of Skylight by David Hare. Paul joins us to talk about the production, the cast, and the pride of flying the flag for Wexford once again on the national stage.

Morning Mix with Alan Corcoran
Spotlight on Talent: Caroline Flanagan & Carina Browne on the Ability's Got Talent Grand Finale

Morning Mix with Alan Corcoran

Play Episode Listen Later Apr 10, 2025 10:31


The stage is set for an unforgettable night as the grand finale of Ability's Got Talent which takes place this Friday, April 11th, at White's Hotel from 7 to 10pm. Hosted by Paul Walsh and judged by a stellar panel including Dean Walsh, Michelle O'Neill, Sharon Colgon, and Andrew Berry, the event celebrates the diverse and inspiring talents within our community. Joining me in studio are organiser Caroline Flanagan and one of the talented finalists, Carina Browne, to give us a preview of what to expect.

The Spurs Show
Spurs Show LIVE! Paul Walsh Special

The Spurs Show

Play Episode Listen Later Apr 5, 2025 104:12


Martin Lipton and Gerry Cox welcome back Paul Walsh for this special interview where we dive yet deeper into his career. On April 30th The Spurs Show podcast is proud to present its final monthly live show at The Albany after five years of great guests and shows. The longest running Spurs podcast in the world will continue to present one off live shows but this is your chance to attend our final regular soiree in Centra London with a player who will be forever in our history- Tony Parks (1980-1988). Come and hear about that extraordinary glory glory Euro night at the Lane in 1984. Tickets here: https://tinyurl.com/4p8pvpk2 spursshow.net  @spursshow  Support us at season.spursshow.net  Produced by Paul Myers and Mike Leigh  A Playback Media Production- contact us here too for show sponsorship playbackmedia.co.uk  Copyright 2025 Playback Media Ltd - playbackmedia.co.uk/copyright Learn more about your ad choices. Visit podcastchoices.com/adchoices

Thoughts on the Market
Faceoff: U.S. vs. European Equities

Thoughts on the Market

Play Episode Listen Later Apr 2, 2025 10:20


Our analysts Paul Walsh, Mike Wilson and Marina Zavolock debate the relative merits of U.S. and European stocks in this very dynamic market moment.Read more insights from Morgan Stanley.

The Spurs Show
The Last Days of The Ange

The Spurs Show

Play Episode Listen Later Mar 17, 2025 43:29


Theo Delaney welcomes Paul Hawksbee and Sean Singleton for this week's therapy session! Next week come and join our live recording of The Spurs Show podcast with special guest ex Spurs striker and FA Cup winner Paul Walsh. A great chance to meet an ex player and hear about his time at the club. Get your tickets here: https://tinyurl.com/4kpcm9sb And on April 30th The Spurs Show podcast is proud to present its final monthly live show at The Albany after five years of great guests and shows. The longest running Spurs podcast in the world will continue to present one off live shows but this is your chance to attend our final regular soiree in Centra London with a player who will be forever in our history- Tony Parks (1980-1988). Come and hear about that extraordinary glory glory Euro night at the Lane in 1984. Tickets here: https://tinyurl.com/4p8pvpk2 For exclusive Spurs Show merchandise including new Sonny and new beautiful retro designs go to https://the-spurs-show-store.creator-spring.com   Come and join us at our #SpursShowLIVE events for just £10 a month! Grab your season ticket now from season.spursshow.net  For more exclusive daily Spurs Show podcasts check out Patreon.com/spursshow  spursshow.net  @spursshow  Support us at season.spursshow.net  Produced by Paul Myers and Mike Leigh  A Playback Media Production- contact us here too for show sponsorship playbackmedia.co.uk  Copyright 2025 Playback Media Ltd - playbackmedia.co.uk/copyright Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Spurs Show
Postecoglou's Last Stand

The Spurs Show

Play Episode Listen Later Mar 10, 2025 37:47


Mike Leigh is joined by Nathan Kosky and Neil Ashby to discuss the defeat in Holland and Sunday's draw and preview the biggest game of the season on Thurs night. Come and join our live recording of The Spurs Show podcast with special guest ex Spurs striker and FA Cup winner Paul Walsh. A great chance to meet an ex player and hear about his time at the club. Get your tickets here: https://tinyurl.com/4kpcm9sb spursshow.net  @spursshow  Support us at season.spursshow.net  Produced by Paul Myers and Mike Leigh  A Playback Media Production- contact us here too for show sponsorship playbackmedia.co.uk  Copyright 2025 Playback Media Ltd - playbackmedia.co.uk/copyright Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Spurs Show
Spurs Show LIVE! Steve Sedgley Special

The Spurs Show

Play Episode Listen Later Feb 28, 2025 65:06


Theo Delaney is joined by Martin Lipton to welcome the great Steve Sedgley for the second time on The Spurs Show for this month's special live show recorded at the Albany in Great Portland Street! On March 26th we're welcoming special guest ex Spurs striker and FA Cup winner Paul Walsh for our live show. A great chance to meet an ex player and hear about his time at the club.   Get your tickets here: https://tinyurl.com/ydedrrha For exclusive Spurs Show merchandise including new Sonny and new beautiful retro designs go to https://the-spurs-show-store.creator-spring.com   Come and join us at our #SpursShowLIVE events for just £10 a month! Grab your season ticket now from season.spursshow.net  For more exclusive daily Spurs Show podcasts check out Patreon.com/spursshow  spursshow.net  @spursshow  Support us at season.spursshow.net  Produced by Paul Myers and Mike Leigh  A Playback Media Production- contact us here too for show sponsorship playbackmedia.co.uk  Copyright 2025 Playback Media Ltd - playbackmedia.co.uk/copyright Learn more about your ad choices. Visit podcastchoices.com/adchoices

Morning Mix with Alan Corcoran
"It could ruin my livelihood" - local businessman Paul Walsh

Morning Mix with Alan Corcoran

Play Episode Listen Later Feb 28, 2025 5:17


The use of sandwich boards and sleeve to advertise local businesses on the streets of the town centre is being clamped down on, affecting local businessman Paul Walsh who says, “It could ruin his livelihood”. He joined Alan to voice his concerns.

The Spurs Show
Spurs Show LIVE! Three on the Bounce Optimist Special

The Spurs Show

Play Episode Listen Later Feb 26, 2025 44:06


Theo Delaney is joined by Martin Lipton, Richard Cracknell and Matthew Hamilton for this month's special live show recorded at the Albany in Great Portland Street! On March 26th we're welcoming special guest ex Spurs striker and FA Cup winner Paul Walsh for our live show. A great chance to meet an ex player and hear about his time at the club.   Get your tickets here: https://tinyurl.com/ydedrrha For exclusive Spurs Show merchandise including new Sonny and new beautiful retro designs go to https://the-spurs-show-store.creator-spring.com   Come and join us at our #SpursShowLIVE events for just £10 a month! Grab your season ticket now from season.spursshow.net  For more exclusive daily Spurs Show podcasts check out Patreon.com/spursshow  spursshow.net  @spursshow  Support us at season.spursshow.net  Produced by Paul Myers and Mike Leigh  A Playback Media Production- contact us here too for show sponsorship playbackmedia.co.uk  Copyright 2025 Playback Media Ltd - playbackmedia.co.uk/copyright Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Spurs Show
Sours Show LIVE! John Pratt Special

The Spurs Show

Play Episode Listen Later Feb 21, 2025 67:50


Mike Leigh alongside Danny Fenton and Martin Lipton welcome back John Pratt for another special interview with some wonderful stories, carrying on from where we left off last time back in 2020. On Feb 25th The Spurs Show podcast is delighted to welcome FA Cup winner Steve Sedgley along for a night of Spurs chat. These nights are intimate and entertaining as Spurs fans old and young mingle and socialise with former players with a chance for photos and signings. Come and hear about that 91 Cup run and much much more!  Get your tickets here: https://tinyurl.com/28fjmjht And on March 26th we're welcoming special guest ex Spurs striker and FA Cup winner Paul Walsh for our live show. A great chance to meet an ex player and hear about his time at the club.   Tickets here: https://tinyurl.com/ydedrrha For exclusive Spurs Show merchandise including new Sonny and new beautiful retro designs go to https://the-spurs-show-store.creator-spring.com   Come and join us at our #SpursShowLIVE events for just £10 a month! Grab your season ticket now from season.spursshow.net  For more exclusive daily Spurs Show podcasts check out Patreon.com/spursshow  spursshow.net  @spursshow  Support us at season.spursshow.net  Produced by Paul Myers and Mike Leigh  A Playback Media Production- contact us here too for show sponsorship playbackmedia.co.uk  Copyright 2025 Playback Media Ltd - playbackmedia.co.uk/copyright Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Spurs Show
A Corner Turned

The Spurs Show

Play Episode Listen Later Feb 17, 2025 39:23


Mike Leigh is joined by Abbi Summers and Jason Collie to look back at the much needed home win against Man United and preview the Ipswich game on Saturday. On Feb 25th The Spurs Show podcast is delighted to welcome FA Cup winner Steve Sedgley along for a night of Spurs chat. These nights are intimate and entertaining as Spurs fans old and young mingle and socialise with former players with a chance for photos and signings. Come and hear about that 91 Cup run and much much more!  Get your tickets here: https://tinyurl.com/28fjmjht And on March 26th we're welcoming special guest ex Spurs striker and FA Cup winner Paul Walsh for our live show. A great chance to meet an ex player and hear about his time at the club.   Tickets here: https://tinyurl.com/ydedrrha For exclusive Spurs Show merchandise including new Sonny and new beautiful retro designs go to https://the-spurs-show-store.creator-spring.com   Come and join us at our #SpursShowLIVE events for just £10 a month! Grab your season ticket now from season.spursshow.net  For more exclusive daily Spurs Show podcasts check out Patreon.com/spursshow  spursshow.net  @spursshow  Support us at season.spursshow.net  Produced by Paul Myers and Mike Leigh  A Playback Media Production- contact us here too for show sponsorship playbackmedia.co.uk  Copyright 2025 Playback Media Ltd - playbackmedia.co.uk/copyright Learn more about your ad choices. Visit podcastchoices.com/adchoices

Morning Mix with Alan Corcoran
Paul Walsh on Skylight: Love, Betrayal & Second Chances

Morning Mix with Alan Corcoran

Play Episode Listen Later Feb 13, 2025 6:57


The Spurs Show
Finger Pointing Pow Wow

The Spurs Show

Play Episode Listen Later Feb 10, 2025 61:33


Theo Delaney is joined by Danny Fenton, Kevin Hill and Rob White for yet another crisis show!! Join us as we delve into issues and potential solutions… On Feb 26th The Spurs Show podcast is delighted to welcome FA Cup winner Steve Sedgley along for a night of Spurs chat. These nights are intimate and entertaining as Spurs fans old and young mingle and socialise with former players with a chance for photos and signings. Come and hear about that 91 Cup run and much much more!  Get your tickets here: https://tinyurl.com/28fjmjht And on March 26th we're welcoming special guest ex Spurs striker and FA Cup winner Paul Walsh for our live show. A great chance to meet an ex player and hear about his time at the club.   Tickets here: https://tinyurl.com/ydedrrha For exclusive Spurs Show merchandise including new Sonny and new beautiful retro designs go to https://the-spurs-show-store.creator-spring.com   Come and join us at our #SpursShowLIVE events for just £10 a month! Grab your season ticket now from season.spursshow.net  For more exclusive daily Spurs Show podcasts check out Patreon.com/spursshow  spursshow.net  @spursshow  Support us at season.spursshow.net  Produced by Paul Myers and Mike Leigh  A Playback Media Production- contact us here too for show sponsorship playbackmedia.co.uk  Copyright 2025 Playback Media Ltd - playbackmedia.co.uk/copyright Learn more about your ad choices. Visit podcastchoices.com/adchoices

Business Pants
Who do you blame? WF's Scharf's pay raise, Target's DEI drop, Ryder's governance fail, Walgreen's stock plunge

Business Pants

Play Episode Listen Later Feb 4, 2025 41:52


Live from a pile of dark chocolate-dipped kittens, it's an all-new Terrific Tuesday edition of Business Pants. Joined by Analyst-Hole Matt Moscardi! On today's calorie free Double Big Mac called February 4th 2025: the Who Do You Blame? Game!Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.DAMION1Who Do You Blame? GameWells Fargo CEO Charlie Scharf Gets Pay Bump To $31.2 Million CEO Charlie Scharf: for being greedy. His pay ratio was already an alarming 325:1 last year.Shareholders: Say on Pay 57% approval in 2021; 73% approval in 2022. Despite policy tweaks which resulted in 92% support in 2023 and 93% in 2024: the song remains the same: the CEO's pay steadily and magically increases annually: $21M, $25M, $26M, and now $31MPay Committee chair Ronald Sargent: why on earth would you ask the former CEO of Staples to control setting the pay of a fellow S&P 500 CEO brother? It's an immediate conflict of interest.Female board power: at -19% this is a board that chooses to underpower female leadership. 5 women control an aggregate 20% influence while the top 5 men control 68%Citi bucks back-to-office trend and embraces hybrid workingThe board: 8 of 14 directors are womenThe CEO: In 2021, Jane Fraser became Citi's CEO and the first woman to lead a major U.S. bank Shareholders: 26% in 2024 supported a SHP requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financingChief Human Resources Officer Sara Wechter: Sara serves on the board of Onex Corporation (relatively rare for CHROs and is not afraid in her Citigroup bio to state that “she has championed diversity, equity and inclusion efforts across Citi, leading the firm in exceeding its original 3-year aspirational representation goals set in 2018 for women globally and black talent in the U.S.”McDonald's Shamrock Shake returns — and so does Grimace's uncleThe CEO: Chris Kempczinski's CEO pay ratio of 1,212:1 proves he doesn't care what anybody thinks.The Chair: oh wait, that's also Chris KempczinskiThe Lead independent Director: Miles White, clearly not independent having served on the board since 2009The Sustainability & Corporate Responsibility Committee Chair: The Committee that monitors strategies covering food, sourcing, the environment, human rights, community engagement, philanthropy, and DEI is Paul Walsh. A man who sold alcohol (former CEO at Diageo) and is currently the Executive Chair at a company that sells expensive racing cars (McLaren Group).OpenAI files a trademark application for humanoid robots and VR headsets as Sam Altman teases big hardware ambitionsThe CEO: Sam Altman the guy who refused to be fired for his board while subverting the company's mandate and mission.The Chair: Bret Taylor, the guy who comes from Twitter/Facebook/Google and is clearly disinterested in what humanity actually needs.The board: for allowing a CEO who was previously fired partly for lying to the board to sit on the board as a director.The two women who nearly fired Sam Altman: former OpenAI directors Helen Toner and Tasha McCauleyTarget hit with national boycott call over decision to drop DEI initiativesThe CEO: Brian Cornell's CEO pay ratio of 719:1 proves he doesn't care about anybody but himself.The double DEI-hating director: Dmitri Stockton also on the board of Deere The lead independent director: woman of color Monica Lozano, former CEO of The College Futures Foundation, whose “commitment to diversity, equity, and inclusion is paramount to its vision for advancing a racially, socially, and economically just California where generations of learners can thrive.”The chair of the committee responsible for Human capital management, specifically “DE&I in support of our business”: Compensation & Human Capital Management Committee chair Monica LozanoCoca-Cola and Novartis's CEOs don't care if ‘ESG' has become a toxic phrase among someNovartis CEO Vasant (Vas) Narasimhan: whose ego is so strong and secure he doesn't even need to serve on the board responsible for his oversight.Coca-Cola CEO James Quincey: for having the strength to say it:“If ESG becomes toxic as a phrase, which it basically has in the U.S., it doesn't matter to me. I'm just going to stop saying ‘ESG.' But the idea that for my basic product, I want to be water positive, I want to have a circular economy on my packaging, and I want to grow our business with less sugar—you can call it anything you like, but no one with common sense says those are bad ideas.“My business strategy is constant and clear and centered around the business and the things that consumers care about and that fix societal problems. If people want to attach labels to it, that's their issue. I'm saying this business will be great if I fix these problems, and it will be good for shareholders and be good for society.”Coca-Cola's Lead Independent Director and Corporate Governance and Sustainability Committee chair Maria Elena Lagomasino: maybe some of the woke messaging of Disney movies altered her conscience?Female board power at Coke: 49% influenceMATT1Ryder's $2.5M Settlement Brings 4-Year Governance Overhaul: What's Changing for Shareholders - suit alleged Ryder's management team and board artificially inflated the values of certain Ryder assets and made materially misleading statements regarding those values - suit alleged breach of fiduciary duties, unjust enrichment, and waste of corporate assets. Board has to create a Corporate Risk Steering Committee, company must hire a Chief Compliance Officer, a Management-level “Disclosure Committee”, at least two Audit Committee members must be financial experts, they have to hire a third party to do market research, they have to have a “pricing” team to examine market prices, they have a clawback, and they have a non-retaliation policy.CEO Robert Sanchez - CEO since 2013, the Man in the ChairThe Audit Committee - a FIVE person audit committee, all of whom they disclosed in 2020 were “financial experts”, all but one of whom was a CEO at another company that made them a “financial expert” (the fifth was an accounting professor), one of whom was the lead independent director who had been there since 2002Dmitri Stockton! The director who now has the wonderful distinction of having sat on the Deere board the flipped on DEI, the Target board that flipped on DEI, Stanley Black and Decker who was sued for not disclosing executive perks, and the Ryder board who was sued for sucking at being a board - all while he was there!DEI! Dmitri Stockton is BLACK and Robert Sanchez SOUNDS MEXICAN!US Steel Flags Trump DEI Order as Risk Factor for InvestorsRacist old white guys and tech bros! The order was written, ostensibly, by Stephen Miller, Trump, and Musk, the three horseman of the brownpocolypse, and US Steel is now including Trump's DEI order as a material risk to the companyThe lawyers! The company said in its annual report last year that it aims “to have an engaged and diverse workforce to promote new ideas and innovation, reflect the communities where we operate, and deliver exceptional customer service.” This year, that same sentence omitted a reference to having a “diverse” workforce. That sounds like Duane D. Holloway, chief ethics and compliance officer and general counsel, right?DEI! Duane Holloway… is BLACK! Mr. Holloway serves on the board of directors of the Minority Corporate Counsel Association (MCCA), the Carnegie Hero Fund Commission, the Allegheny County Parks Foundation and Gilman School. He also serves as Executive Sponsor of U. S. Steel's SteelPARENTS Employee Resource Group. That all sounds exceedingly woke and DEIish.The board! US Steel managed to find 8 white males for their 12 person board, 3 white woman, and 1 black woman… so people of color have a whopping 6% influence on the board. It DOES feel risky to talk about them though, right?Walgreens stock plunges. Its dividend payout changes are to blameRoz Brewer! She was a DEI hire after all, right? Can't we pin this on her tenure as fake CEO?Steffano Pessina! The man with 61% of board influence, the man who fired Roz Brewer, the man who we'll find out today won re-election despite cratering the company as executive chair!DEI! Did you see this line in the announcement about the dividend cessation? “In fiscal 2024, WBA scored 100% on the Disability Equality Index for disability inclusion”. SO WOKE.

Thoughts on the Market
Europe's Defense Dilemma

Thoughts on the Market

Play Episode Listen Later Jan 27, 2025 7:13


Morgan Stanley Research looks at how the European defense industry might respond to military spending pressure from the Trump administration.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Europe Product.Ross Law: And I'm Ross Law, Head of the European Aerospace and Defense Team.Paul Walsh: Today, we're discussing the outlook for European defense amid renewed pressure for more military spending from the Trump administration.It's Monday, the 27th of January, at 9.30am in London.Now Ross, the new Trump administration is now in place, and shifting NATO's defense burden to Europe is a top priority for President Trump. In fact, President Trump has made several comments throughout his campaign and after taking office. He has suggested that Europe should increase defense spending to 5 per cent of GDP. And just for reference, right now, many European countries are at or above NATO's target of spending 2 per cent of GDP on defense.What's your reaction? Are President Trump's demands of 5 percent realistic?Ross Law: In short, we don't think so. In a perfect world, yes, 5 per cent is exactly where Europe should be, to make up for the huge underspend that we've seen over the past three decades since the end of the Cold War, which we've calculated at around the $2 trillion mark. There's also a desire in Europe to reduce its reliance on the US, particularly under a Trump presidency. But we see the 5 per cent spending level as unrealistic on multiple fronts.Firstly, from an economic perspective, given the lack of fiscal headroom in Europe; and for reference, 5 per cent would require an additional $600 billion of spend annually. Secondly, from a political perspective, given multiple pockets of uncertainty, and the fact that a rise in defense spending may mean a cut to spending elsewhere. And lastly, from an industry perspective, given the multi-decade underspend I mentioned, we don't think the industry could absorb anywhere close to such a strong increase in demand, at least near-term.So, while we do see upside pressure to European defense spending, our base case is that 3 per cent could be a more reasonable target. Not only would this be a compromise between the current 2 per cent target and Trump's 5 per cent demands; it would also allow Europe to match the spending levels of the US, which is expected at around 3.1 per cent in 2024. Even still, this would represent a 50 per cent increase or around $200 billion per year in additional European spent. This would, of course, further improve industry fundamentals and why we remain very positive on the sector.Paul Walsh: And as of now, Europe is heavily dependent on the U.S. for its defense. According to various data sources, more than 50 per cent of European arms imports came from the U.S. in 2019 through 2023, and that's up from 35 per cent in 2014. Given this, what steps would Europe need to take to reduce its dependence on the U.S.?Ross Law: The first step is to invest in the defense industrial base. Europe buys equipment from the U.S. for several reasons. Firstly, because the U.S. develops some of the most advanced technologies in the world because it has consistently invested in its defense industry. Secondly, because the U.S. equipment is often cheaper due to the benefits of scale. And thirdly, because it supports the very unique relationship between Europe and the U.S., which has essentially provided a security umbrella for the past three decades.So, Europe needs to invest, both to develop capabilities and technologies to rival U.S. peers, and also to expand capacity so that we can meet our own equipment needs. This, of course, all requires investment and also time. So, Europe will remain reliant on the U.S. for many years to come. But if Europe is serious about wanting to be more sovereign, we need a more capable defense industry.Paul Walsh: So, you talked there, Ross, about investment and time. So now the big question, how would Europe fund this upward pressure on defense budgets?Ross Law: Well, this is the million-dollar question, or the 200-billion-dollar question, you might say. Unfortunately, this is part of the equation that is, so far, most unclear – and the basis for an ongoing series of reports we've entitled the “European Defense Dilemma” – essentially the very clear need to spend more on defense, but no clear way to fund it. So far, we've seen some creative ways to fund near-term spending plans, from off balance sheet special funds like in Germany, to using the interest received on frozen Russian assets.But these, in our view, all seem fairly temporary in nature. What we really need is structural change, and that requires political commitment. Clearly, there is a lot of political change happening right now in Europe. Germany is holding an election in a few weeks time. France doesn't yet have a budget. There's also fiscal issues here in the UK. But we're hoping that 2025 is the year in which we may get clearer political commitments to longer-term structural improvements in defense spending. The German election is a clear near-term catalyst for us, where the raising of the debt break may in part be used to fund higher defense spending. But we're also looking to the upcoming NATO summit in June as an opportunity to officially increase the NATO spending target, we think potentially to 3 per cent, to support a more structural increase in European defense spending.Paul Walsh: In light of all of this, what's your outlook for the European defense industry?Ross Law: We remain bullish. In fact, we turned even more bullish as part of our 2025 outlook published earlier this month. The pressure to raise spending even to 3 per cent of GDP should progressively benefit industry fundamentals.So, we see upside to both forecasts. Given these are currently premised on a 2 per cent of GDP assumption, as well as devaluation multiples, which we view today as very attractive, with the sector trading in line with this long-term average – despite the improving fundamentals I've just described.Paul Walsh: And finally, Ross, what developments if any might change your outlook?Ross Law: The key for us this year is seeing clear political commitments from governments on more structural increases in spending. So, we're going to be watching the German election and the outcome of the French budgetary process very carefully. It's unlikely to be plain sailing. There was a media article published just this morning suggesting the UK government may be unwilling to raise spending beyond the current 2.3 per cent level. But we are hoping that as a whole 2025 sees Europe make a stronger commitment to defending itself.Paul Walsh: Ross, fascinating as always. Thanks for taking the time to talk.Ross Law: Great speaking with you Paul.Paul Walsh: And thanks for listening. If you enjoy thoughts on the market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Nice Games Club
"A slow meat computer" King Making; Thinky Bits (Off-Screen Gameplay) [Nice Replay]

Nice Games Club

Play Episode Listen Later Jan 16, 2025


#347"A slow meat computer"Roundtable2024.05.16In the episode, Mark, Ellen, and Stephen talk local events, including (don't worry everyone's fine) a fire in the clubhouse's building, construction, and the games they are playing, so if you are just here for the topics, go ahead and skip to minute 23. Ellen learns about King Making, Stephen humble brags about being good at Smash Brothers, and Dale plays kingmaker in naming the second topic!NewsMasu Fire - Paul Walsh, Star TribuneBus Rapid Transit (BRT) - Jared Brey, GoverningWhat We are PlayingDragon's Dogma 2 - WikipediaPrincess Peach Showtime NPR Review - Rakiesha Chase-Jackson, NPRKing Making0:23:00Stephen McGregorGame DesignStephen has been QA testing Harvest Kingdom - Ben Hunder, DiscordThe YouTube video that Stephen references - Distraction Makers, YouTubeKingmaking in Root (Leder Games) video - Cole Wehrle, GDCSmallworld - Board Game GeekThinky Bits (Off-Screen Gameplay)0:49:17Ellen Burns-JohnsonGame DesignGames discussedReturn of the Obra DinSpirit Island - Board Game GeekDeath Drives a Bus - itch.io

Cork's 96fm Opinion Line
Three Little Pigs Cafe Should Not Have To Be An Internet Policeman!

Cork's 96fm Opinion Line

Play Episode Listen Later Jan 10, 2025 8:46


PJ hears about the dilemma faced by Paul Walsh from 3 Little Piggies cafe who got a torrent warning letter for a song from Eir because of a customer he cannot trace using his free wifi Hosted on Acast. See acast.com/privacy for more information.

Cork's 96fm Opinion Line
2025-01-10 Bambie Thug's Escape From LA Wildfires, Cafés Shouldn't Have To Police Internet, Knitting Is So Cool & More...

Cork's 96fm Opinion Line

Play Episode Listen Later Jan 10, 2025 131:06


PJ chats to Bambie Thug about the LA wildfires, hears from Paul Walsh about Eir expecting him to police his customer wifi, talks about how knitting has got so cool. And more... Hosted on Acast. See acast.com/privacy for more information.

Kerry Today
How to Avoid the Painful Price of Burst Pipes – January 6th, 2025

Kerry Today

Play Episode Listen Later Jan 6, 2025


In this cold weather, there’s a risk of pipes bursting. Jerry spoke to Paul Walsh, spokesperson for Peopl Insurance, who says homeowners could face repair costs of €10,000 or more if pipes burst, especially if the home is underinsured.

Morning Mix with Alan Corcoran
Cold Snap Alert: Protecting Your Home from Burst Pipes with Paul Walsh, Spokesperson for Peopl. Ins.

Morning Mix with Alan Corcoran

Play Episode Listen Later Jan 6, 2025 5:05


Irish Tech News Audio Articles
Christmas Insurance Warning: Don't Post Photos of "Big Ticket" Gifts or Festive Vacations on Social Media

Irish Tech News Audio Articles

Play Episode Listen Later Dec 24, 2024 6:53


Posting photos of expensive Christmas gifts on social media could attract the attention of thieves and increase the risk of your home being targeted by burglars over the festive season. This is according to home insurance experts at Peopl Insurance, who are urging people to be very discerning when it comes to what they share on social media - which also includes avoiding posting Christmas vacation shots until they've returned home. Paul Walsh, spokesman for Peopl Insurance, explained: "While Christmas is known as the season of giving, unfortunately, it is also a time that burglars are well aware of the rich pickings sitting under Christmas trees. Social Media has become so ingrained in so many people's lives today that many of us don't think twice about sharing details of - or even bragging about - Christmas gifts on social media. This can be an expensive mistake as it could alert burglars to the pricey new bike or games console in your home." With Christmas being the time that people visit friends and family near and far, Peopl Insurance is also warning homeowners not to share photos of Christmas vacations or family get-togethers abroad as this could tip burglars off that a home is vacant. Mr Walsh added: "Burglaries often increase in the winter months as the longer nights give criminals more time to break into homes under the cover of darkness. If it's common knowledge that your home is vacant, that could very well increase your chances of being burgled. The majority of burglaries take place in unoccupied homes. Opportunistic burglars are always on the lookout for easy targets, and vacant homes, with easily accessible doors and windows, can be attractive. From new smartphones to new bikes to Playstations and so on, many Christmas gifts are worth hundreds of euros - and thieves are well aware of this. So don't let a simple message on social media ultimately be the precursor of a break-in to your home." Top ten insurance and home safety tips for the festive season Peopl Insurance is also urging homeowners to be aware of the festive mishaps that often happen in the home over Christmas - and to check the small print of their home and car insurance to ensure they're covered. 1. Accidental Damage: With lots of excitement and visitors in the home over the festive period, accidental damage of valuable gifts or belongings can easily occur. Such damage may be automatically covered by your home insurance - though check your policy in case accidental damage to the contents in your home is not covered. You may have to pay extra for accidental cover to be insured. 2. Visitor Liability: With so many of us hosting over Christmas - and more visitors in the home as a result, there is potentially more of a risk of visitors falling injured in your home. Most home insurance policies include public liability cover which protects you in the event of a visitor to your home seeking compensation after becoming injured in your home. Be aware, though, that accidents involving family or household members at home are generally excluded from house insurance coverage. You normally must have personal accident or family personal accident insurance on your policy to be covered here - and some insurers allow you to buy this as an optional extra on your home insurance policy, for an additional charge. 3. Car Theft: Be careful about leaving Christmas gifts in the boot of your car. Some car insurers will cover you if presents or other items are stolen from your car boot, but not all will. Even where car insurers cover the theft of gifts from your boot, you'll usually only get a fraction of the cost of those gifts back in the event of a claim. 4. Home Security: If heading away over the festive period, be sure to activate your home alarm before leaving as some policies require their use when the house is vacant. As an extra precaution, consider keeping certain lights on when you leave the house such as those in the hall, on the stairs, or in the landing, so it l...

Cork's 96fm Opinion Line
Cork Night Time Economy Plan Needs A Few Tweaks?

Cork's 96fm Opinion Line

Play Episode Listen Later Nov 14, 2024 10:57


PJ Coogan gets the lowdown from Paul Montgomery and Paul Walsh on why they have doubts about the new nightlife plan. Hosted on Acast. See acast.com/privacy for more information.

Car, Sim & Race Driver Show
The Hugh Hatrick Show -- With Paul Walsh TX141

Car, Sim & Race Driver Show

Play Episode Listen Later Nov 11, 2024 66:37


On today's show we catch up with Paul Walsh.  He's a commentator for sim and real motorsport and has a great story to tell.  He'll be teaching us his trade with some great examples of how to deal with drivers and avoid yes/no questions!  Paul's a good friend of the show and it was a pleasure to catch up with him.   Drive Fast but drive your bus even faster!

Thoughts on the Market
Retirement in the Age of Higher Life Expectancy

Thoughts on the Market

Play Episode Listen Later Oct 24, 2024 8:43


Morgan Stanley's European Head of Research Product Paul Walsh speaks to Betsy Graseck, Global Head of Banks and Diversified Finance, and Bruce Hamilton, European Asset Managers Diversified Financials Analyst, about the implications of increasing life expectancy for the financial industry.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product, and today we dig into a topic that really affects us all. Retirement.Life cycles are extending as people are living longer, healthier lives. Coupled with government pension funds that are increasingly under pressure, this means that consumers will need to build much more robust investment plans to substitute for salaries to carry them through a longer retirement. And to understand more about the changing financial needs and challenges of an aging population, I'm delighted to be joined by my colleagues, Betsy Graseck, Global Head of Banks and Diversified Finance, and Bruce Hamilton, our European Asset Managers Diversified Financials Analyst. It's Thursday, October the 24th at 3pm in London. Betsy Graseck: And it's 10 am in New York. Paul Walsh: Now Bruce, let's start with you. As people live longer, they will likely spend more time in retirement. Managing and ensuring retirement income over a longer duration could have a significant impact on asset management. What are the broad trends you're seeing in the industry right now?Bruce Hamilton: So, the asset management industry in large part has focused on the accumulation phase of investors journey. Whilst this remains critical as people build assets for retirement – and we see growing allocations from affluent investors to private markets as a trend which is likely to be reinforced by the aging theme – there's a significant need for decumulation products and solutions that can offer returns and income over a prolonged retirement.We see a lot of innovation as asset managers look to develop products to meet this need.Paul Walsh: So Betsy, people are living longer. How ready are consumers for retirement? Are most retirement plans or similar financial services ready to handle this challenge?Betsy Graseck: Some are ready. But given how rapidly the global population is aging, there is an increasing need to provide solutions to individuals. Just to put a number on it, the global population that is 65 years old or older in the year 2000 was only 7 per cent. This is set to hit 10 per cent next year in 2025 and 16 per cent in 2050. All groups need service and advice – with the affluent group needing the most increase in services especially if government pension funds come under more pressure. Paul Walsh: So, I think you set the scene really well there, Betsy, and I guess the obvious question is, how can wealth and financial planners best respond, do you think? Is it by creating new products? Or do we need a much deeper transformation?Betsy Graseck: We see individuals today having a wide range of retirement choices. What we feel they really need here is personalized, customized advice, delivering solutions that can address their unique needs. These span from affluent individuals needing salary replacement strategies to high-net-worth individuals looking for philanthropic and wealth transfer strategies. A focus on integrated, personalized advice, innovative products, and high-quality service that meets clients as they wish to connect effectively will be critical. Paul Walsh: It seems to me that it is – but is this a positive for the financial services sector? And if so, what do you think is the size of this revenue opportunity and over what time period do you think?Betsy Graseck: Well, the way we've looked at this is across the global asset manager and global wealth manager industry, as they will be the ones called upon to address these needs. And we do see a roughly 30 per cent uplift in global revenues by 2028, which equates to [$]400 billion in incremental revenues across the global industry.And that is driven by the expansion of individuals looking for advice, in particular from the affluent group, as well as an increase in fee-based products to address the income needs. Paul Walsh: And there's some big numbers that you've quoted there, Betsy. So let's dig into the financial subsector and industries. What are the biggest untapped opportunities there?Betsy Graseck: Well, the number one is the affluent customer base that we do see having the biggest need for advice, relative to advice seeking today. And as that group, reaches out and receives advice from wealth channels, that is one major driver here. The second driver is the increase in fee-based products to service the income replacement needs.Paul Walsh: And what are the biggest challenges do you think? Obviously, we've talked about the opportunity there, but the biggest challenges to financial services that you see along the way. Betsy Graseck: Well, the way I think about this is what is required to be a winner, and the winners need to be able to integrate their entire organizations to deliver for clients. And also leverage technology efficiently and effectively to be able not only to deliver the highest quality service in the way the client wants to be serviced; but also to optimize cost structures, which then can get reinvested – you know, higher pretext getting reinvested into the business. The challenges are the opposite of institutions that remain siloed and institutions that have, you know, maybe a tech strategy that is not set to respond to the needs of this client set. Paul Walsh: Thanks for that, Betsy; and Bruce, I just want to pivot back to you. Some asset managers are partnering with insurance companies to offer guaranteed income streams and wealth transfer solutions. What are some of the successful models that you've seen so far? Bruce Hamilton: So, asset managers are adopting a range of approaches. Some have acquired insurance subsidiaries, some have taken significant minority stakes, while others have looked to deepen partnerships with insurance. Trade offs include the degree of control versus the capital intensity that ownership of insurance brings. So, we see more than one route, but a continued push towards greater collaboration between asset managers and insurers.Given the potential for the asset managers to access stable, permanent capital, that can then be deployed in a range of investment strategies to offer diversified sources of income via private or structured credit to support returns for the end insurance clients. Theoretically, the best place models to deliver retirement solutions will have elements of wealth advice, plus a hybrid asset management insurance product approach. Given the importance of providing investors with regular and variable income, a guaranteed minimum level of income, plus an ability to generate a return to offer potential for legacy to pass to heirs.Paul Walsh: And of course, Bruce, it's very difficult to talk about product innovation, without bringing in the topic of AI. As asset managers are working to create ever more personalized retirement solutions as we've heard, how and to what extent do you think they are leveraging AI?Bruce Hamilton: So, our interviews with a range of management players confirmed that many of the potential use cases being worked on 12 months ago have now been put into production. It's still early days, and so far, most use cases are focused on areas that can drive efficiencies. So, for example, in RFP report writing, synthesis of research, and some of the middle and back-office processes for asset managers. But over time, AI can clearly feed more bespoke client service by wealth and asset managers with areas such as customized investment proposals and financial planning offering potential.Paul Walsh: Fascinating topic. Betsy and Bruce, thank you so much for taking the time to talk. It's clear that increasing lifespans are reshaping the financials sector by driving product innovation, influencing asset allocation strategies, and, of course, creating new market opportunities. And to our listeners, thanks as always for taking the time to listen in. If you enjoy Thoughts on the Market, please do leave us a review wherever you listen to the show and share the podcast with a friend or colleague today.

Morning Mix with Alan Corcoran
Aer Lingus Labor Dispute with Paul Walsh CEO of People Insurance

Morning Mix with Alan Corcoran

Play Episode Listen Later Jul 1, 2024 6:24


Morning Mix with Alan Corcoran
Navigating Holiday Hurdles: Aer Lingus Strike Insights with Paul Walsh

Morning Mix with Alan Corcoran

Play Episode Listen Later Jun 21, 2024 9:39


Irish Tech News Audio Articles
Advice for Holiday Makers as Aer Lingus Strike Looms

Irish Tech News Audio Articles

Play Episode Listen Later Jun 20, 2024 4:59


Thousands of holidaymakers across the country are concerned for the future of their "week in the sun" whether they have booked with Aer Lingus or not. This is according to the experts at Peopl Insurance, who say they have received a spike in calls in recent days from travel insurance policyholders querying their position if and when industrial action is taken. Would-be holidaymakers are also asking the insurance experts if there is anything at all they can or should do at this stage. Speaking of the influx of calls in recent days, Paul Walsh, spokesman for Peopl Insurance: "People are very understandably worried that the holiday they have been looking forward to and saving for might be scuppered. People very much feel in limbo - that they really have no control over the outcome, and this is, of course, frustrating people and, to be honest, causing a lot of anxiety. Holidays are expensive and most people simply can't afford to be out of pocket - and they certainly can't afford to rebook and pay for different flights, accommodation and so on. Strikes - including air traffic control, pilot, airport baggage handling, airport security, and train and rail strikes - play havoc with people's travel plans every year. The general advice we want to get out there to holidaymakers is that they need to check their travel insurance policy ASAP, providing they have one, to see if they are covered and, if they are, to what extent. If a person or family needs to abandon their holiday, or if their holiday is delayed, or they miss a flight as a result of an unexpected work stoppage or strike, some travel insurance policies will cover such eventualities, but other travel insurers don't cover strikes, and with some policies, the cover is more restricted than others. If your policy has inadequate strike cover, or none at all, you are unlikely to be able to boost your strike cover by buying an add-on at this stage. Most travel insurance policies have a prior knowledge rule which means you will usually not be covered for any claim which arises as a result of a risk which you already knew existed prior to the date of booking your trip and/or travel insurance. However, all is not entirely lost: if you are departing from the EU, under EU law, you'll usually be offered the choice of a refund or reroute if an airline cancels your flight. But again, this really only applies to your flight, and you could struggle to get a refund for other elements of your trip, including accommodation and car hire." Peopl Insurance has set out the following guidelines, which Paul Walsh says " apply to all holidaymakers - not just those impacted by the Aer Lingus issue. Everybody should take precautions where they can and, most importantly, be informed." Action to take now… 1. Check Call your insurer and ask whether or not your policy includes coverage for strikes. Some policies may exclude strikes or only cover them under specific conditions. Check what provisions there are to cover trip cancellation and interruption due to strikes. Also, check what impact delays caused by strikes could have on your cover. 2. Be prepared and be specific Set out any other specific questions you have for your insurance in advance and write them down before you make the call. 3. Claims Aware It can help to have some basic knowledge of how the claims process works in case you do need to make a claim. Filing away the necessary documentation is always a good idea and avoids the unnecessary headaches and stress of having to look for tickets, receipts and other documents in the event of a claim. If you do need to make a claim, make sure that you contact your insurer as soon as possible. 4. Stay Informed Monitor strike news and keep abreast of any developments. Airlines and insurance providers often update their policies and advisories in response to developing situations. They may contact you via email with guidance, so keep an eye out for any correspondence. Stay in touch with Aer Lingus for upd...

Cork's 96fm Opinion Line
Izz Cafe Hit With Star Of David Graffiti

Cork's 96fm Opinion Line

Play Episode Listen Later May 17, 2024 10:33


PJ talks to Paul Walsh of 3 Little Piggies who first spotted the graffiti and to Izz who is devastated by the hate. Hosted on Acast. See acast.com/privacy for more information.

Nice Games Club
"A slow meat computer" King Making; Thinky Bits (Off-Screen Gameplay)

Nice Games Club

Play Episode Listen Later May 16, 2024


In the episode, Mark, Ellen, and Stephen talk local events, including (don't worry everyone's fine) a fire in the clubhouse's building, construction, and the games they are playing, so if you are just here for the topics, go ahead and skip to minute 23. Ellen learns about King Making, Stephen humble brags about being good at Smash Brothers, and Dale plays kingmaker in naming the second topic!NewsMasu Fire - Paul Walsh, Star TribuneBus Rapid Transit (BRT) - Jared Brey, GoverningWhat We are PlayingDragon's Dogma 2 - WikipediaPrincess Peach Showtime NPR Review - Rakiesha Chase-Jackson, NPR0:23:00King MakingStephen has been QA testing Harvest KingdomBen HunderDiscordThe YouTube video that Stephen referencesDistraction MakersYouTubeKingmaking in Root (Leder Games) videoCole WehrleGDCSmallworldBoard Game Geek0:49:17Thinky Bits (Off-Screen Gameplay)Games discussedReturn of the Obra DinSpirit IslandBoard Game GeekDeath Drives a Busitch.io

Hope Within The Mango Trees
Ep6: "Bumping Somebody Else!"

Hope Within The Mango Trees

Play Episode Listen Later May 3, 2024 25:05


With energy to burn and rules non-existent, street children in Kolkata are wild and free. “They're used to getting bumped” says Tim, “but on the rugby ground, they can bump somebody else!” "Tim made Rugby accessible to all," says Sujata Sen, Future Hope CEO. Four students of the school have gone onto represent the India national team! This is inspiring stuff...Rugby was the first sport introduced at Future Hope; playing a vital role in developing discipline, team work and personal responsibility. For children who would run away when told to sit down, let along enter a classroom to study, it was a way of shackling that energy from the streets and harnessing the wild-side of some pretty wild kids!We meet coaches Paul Walsh, whose Khelo Rugby programme now sits under the Future Hope umbrella, and Sanjay Patro, one of the very first boys at the school. Both have incredible stories to tell...A search for future talent takes us to The Dhapa; the dumping ground of the city. Here, like all over the city, kids play in bare-feet and compete in mixed girls-and-boys teams. The smiles and laughter emphasise the fun...Then, on the weekend, the aspiring fly-halves walk for miles and cram onto crowded buses to reach a tournament. We follow them there, for a surprise result… Hosted on Acast. See acast.com/privacy for more information.

The Last Word with Matt Cooper
Will It Become Too Expensive To Own Cars In Urban Areas?

The Last Word with Matt Cooper

Play Episode Listen Later Mar 28, 2024 9:32


Shane O'Donoghue, Editor for CompleteCar.ie, and Paul Walsh, Chief Executive of Peopl Insurance joined The Last Word to discuss the possibility of economically unviable car ownership in urban centres, following on from yesterday's cabinet's approval on new traffic reduction measures.Catch the full chat by pressing the 'Play' button on this page.

Cork's 96fm Opinion Line
Krispy Kreme Cork Planning Application Refused

Cork's 96fm Opinion Line

Play Episode Listen Later Jan 24, 2024 8:34


PJ talks to cafe owner Paul Walsh of 3 Little Pigs about the decision by the Council to refuse a Krispy Kreme planning application. Hosted on Acast. See acast.com/privacy for more information.

Thoughts on the Market
New Year, New Investment Themes?

Thoughts on the Market

Play Episode Listen Later Jan 3, 2024 5:51


Tune in as our analysts take a look back at the major themes from 2023 and a look ahead to what investors should be eyeing in 2024.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. And on this special episode of the podcast, we'll take a look back at 2023, which has been an extraordinary year. And we'll also touch on what 2024 could have in store for investors. It's Wednesday, January the 3rd at 2 p.m. in London. Paul Walsh: At the start of last year, we identified ten overarching long term themes that we believed would command investor focus throughout 2023 and beyond. And they ranged from macro developments like inflation, China's reopening and India's economic transformation to micro oriented themes such as Chat GPT, obesity, drugs and a number of others. Of course, the year did throw in a few curveballs, so I wanted to sit down with Ed Stanley to review some of the major themes that did hold investor interest last year, and that will likely continue to unfold in 2024. Paul Walsh: The whole energy and utilities space has been a topic of constant debate, be it at the energy transition or what's been going on around energy security. And then slightly more sort of sector specific with some of the micro dynamics, we've had the value of innovation in pharma at work around GLP-1s proving to be tremendously popular, as one would expect. And clearly the proliferation of artificial intelligence has really been, you know, the other non macro big theme this year, which has been tremendously prevalent, pretty much whichever corner you've looked in. If I take a little bit of a step back, Ed, and I think about the global themes that we've tried to own this year, namely multipolar world, decarbonization and tech diffusion, from a thematics perspective what themes worked and what played out in the way that you thought, and where have we seen things happening that were unexpected? Ed Stanley: I think the three big themes that you talk about remain as relevant, if not more relevant now than when we started the year. If you think about tech diffusion, A.I. has been the theme of the year. In multipolar world, we've had more conflict this year, and obviously that kind of sharpens people's minds to what stocks will and won't work in this kind of backdrop. And then if you think about the decarb theme as the final structural theme, higher interest rates are making investors really question whether the net zero transition is on track. So those three themes remain super relevant. We talked about the China reopening that sort of worked and then it was a bit of a disappointment mid and later on in the year. I'd say we got the micro probably better nailed down than the macro, but in a volatile year, I think we did a fairly good job of picking what to watch out for. Paul Walsh: What themes have people not been talking about that have been on your radar screen over recent years that you think could make a resurgence as we look forwards? Ed Stanley: There is a kind of joke in the tech world that we go in three year cycles, so we have A.I, then we have Web3, which is de facto crypto, and then we go back to AR/VR and we run in these cycles waiting for whatever breakthrough comes next. We've had crypto having another rally and we've had A.I this year, so we've had sort of all of them this year, but those are always rotating on the back burner. There are always things like unexpected news in quantum computing that could have overflow and disruption effects across the economy, which most investors are not thinking about until it becomes relevant. So I think there are a lot of things in the background which very easily could thrust themselves into the core of the debate.Paul Walsh: Well, let's talk a little bit about that and think about what we should be looking out for 2024. So how are you thinking about how the sort of themes and the landscape across the themes is going to develop into 2024 Ed, and what listeners should be thinking about? Ed Stanley: I think if you think on the top down three structural themes, there is very little to change our view that those remain pretty quarter to our thinking. If you think maybe geographically and then from a micro perspective, geographically, not much has changed on our view on the US, we're threading a needle on that. I think what is more of a shift is a much greater focus on Japan and India relative to China and the US. I think the debate will shift a bit, we won't leave generative A.I behind by any means, but we will shift probably more to talking about EDGE A.I. That is where A.I. is being done on your consumer device, in effect rather than in a data center. And this is something where we see many more catalysts. We see the prospect of killer apps emerging in 2024 to really thrust that debate into people's consciousness. So I think you'll be hearing more about EDGE. So now is the time to get clued up on that if it's not on your radar screen. I think if we're keeping up with the healthcare space, obesity will obviously carry on as a debate, but I think, you know, another piece is on smart chemo. And this is a great topic where there are more catalysts coming up. Not an awful lot is being priced into the underlying equities. Where I think there are exciting things to look forward to. And then the final one is what happens to decarbon renewables. This is a huge debate, but this is the question where you have highly polarized views on both sides. Paul Walsh: Ed, thanks for sharing your views and for all of your great insights through 2023. And we really look forward to what I'm sure will be an interesting and exciting 2024. Ed Stanley: Thank you. Paul Walsh: And to our listeners, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review on Apple Podcasts and do share the podcast with a friend or colleague today.

Highlights from Lunchtime Live
'We lack a lot of Sober spaces' - Are attitudes towards alcohol shifting?

Highlights from Lunchtime Live

Play Episode Listen Later Nov 10, 2023 12:50


A sober festival is happening in Cork this weekend. Ecstatic Picnic aims to create a space where people can dance and connect through the medium of rave music without the hangover. The festival is open to all but is strictly a non-drug or alcohol use event.But are Gen Z ditching alcohol in favour of healthier lifestyles? When they do drink, are they doing it in a much more balanced way? And can you have a fun sober night out?To discuss this further Mairead Ronan was joined by Naoise Galvin, organiser of the festival, Natalie aka DJ Natmac, Stephanie from Babes Without Beers and Paul Walsh, Founder of Club Loosen sober rave to discussClub Loosen will be holding their New Year's Eve sober rave event on the 31st December in Complex Dublin, tickets will be announced this Monday.

The Triple Point Podcast
New Weather Value Propositions with Paul Walsh

The Triple Point Podcast

Play Episode Listen Later Oct 2, 2023 72:55


Show Notes Host: Jeff Cunningham and Ryan Harris Guest: Paul Walsh, CEO of Meteomatics N.A. Description: “There's an amazing amount of unclaimed value in businesses bringing in weather and climate data.” That's from Paul Walsh, CEO of Meteomatics N.A. and our most recent guest on the Triple Point™.  In order to create repeatable business revenue with weather and climate data, Paul also shares his recipe for success that has helped him throughout his fruitful weather business career: Know the weather, Make it actionable with the right analytics, and (most importantly) Integrate it into existing business decision systems.  Finally, we also learn how a vertically-integrated company like Meteomatics creates digital resilience and uses its data and api platform, high-resolution weather modeling, and unique vertical sounder (the Meteodrone) to create values for a wide array of businesses. The Triple Point™ Podcast Website: https://triplepointpodcast.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/triplepoint/message

The Digital Supply Chain podcast
Unlocking Hyper-Local Weather Data: A Game-Changer for Business

The Digital Supply Chain podcast

Play Episode Listen Later Aug 28, 2023 37:51 Transcription Available


Welcome to another riveting episode of the Digital Supply Chain podcast. Today, I'm thrilled to introduce you to Paul Walsh, the CEO of Meteomatics North America. Trust me, if you've ever pondered the intersection of technology, weather, and business, this episode is a must-listen!

Morning Mix with Alan Corcoran
Paul Walsh - Our Town Our History

Morning Mix with Alan Corcoran

Play Episode Listen Later Aug 9, 2023 8:02


Morning Mix with Alan Corcoran
Are you heading on holiday? Do you have your holiday insurance? Paul Walsh CEO of Peopl Insurance chatted to us with some top tips for HolidayMakers….

Morning Mix with Alan Corcoran

Play Episode Listen Later Jun 21, 2023 9:04


Morning Mix with Alan Corcoran
Wexford Drama Group are scaling the heights of success following their recent appearance in Athlone and Director Paul Walsh and Best Actor Andy Doyle were live in studio

Morning Mix with Alan Corcoran

Play Episode Listen Later May 9, 2023 11:21


The Big Interview with Graham Hunter
BITESIZE | Uwe Rosler: Why Germany Loves Pep Guardiola

The Big Interview with Graham Hunter

Play Episode Listen Later Apr 9, 2023 4:53


Today's story comes from Uwe Rosler, who tells how Pep Guardiola revolutionised German football, and also pays tribute to Paul Walsh, his erstwhile strike partner at Manchester City.Listen to the original full episodes:Uwe Rösler: From Stasi Survivor to City Slicker - The Big Interview with Graham Hunter | AcastUwe Rösler: The Cult Hero of Maine Road - The Big Interview with Graham Hunter | Acast Hosted on Acast. See acast.com/privacy for more information.

Luton Town Supporters' Trust Podcast
Luton Town Supporters' Trust Podcast - Season 6 Episode 11 (Part 2): Paul Walsh, White Paper review, reffing hell, Clark deal and Power Court progress

Luton Town Supporters' Trust Podcast

Play Episode Listen Later Mar 9, 2023 91:38


In part two of the March episode of the podcast Tony looks back on the influence of Paul Walsh in the 1982-83 season and that famous afternoon at Man City in our ‘Blast from the Past' segment before the attention turns to the present as the lads touch on the white paper which was released recently. After the boys finish discussing how football can help itself the chat turns to the referees who have had a very poor month in Luton matches in particular. Things then turn to more positive things starting with the new deal for Jordan Clark before we look ahead to a big week to come on the pitch. The podcast concludes with a look at the accounts that the club recently released, what it all means and the impact they will have on Power Court as well as the positive news regarding the stadium development over the last month.

The Liverpool Connection Podcast
Special Guest: PAUL WALSH - Former Liverpool FC Forward

The Liverpool Connection Podcast

Play Episode Play 34 sec Highlight Listen Later Feb 22, 2023 59:08


These are Paul Walsh's opinions and his alone. They do not reflect the opinion of The Liverpool Connection Podcast. The Liverpool Connection is an LFC podcast that aims to bring the story of our wonderful club to as many fans as possible around the world. The history, the passion, the music, the people, the City – we want to share perspectives on and off the pitch. We're delighted to have you here with us, be sure to Like and Subscribe with Notifications on for our latest podcast.

Morning Mix with Alan Corcoran
Wex Walks are back with Paul Walsh

Morning Mix with Alan Corcoran

Play Episode Listen Later Jan 20, 2023 8:51


Thoughts on the Market
Global Tech: What's Next for EdTech?

Thoughts on the Market

Play Episode Listen Later Nov 11, 2022 5:06


Education technology, or EdTech, saw significant adoption during the COVID-19 pandemic, yet opportunity remains in this still young industry if one looks long-term. Head of Products for European Equity Research Paul Walsh and Head of the European Internet Services Team Miriam Josiah discuss.----- Transcript -----Paul Walsh:] Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Products for European Equity Research. Miriam Josiah: And I'm Miriam Josiah, Head of the European Internet Services Team within Morgan Stanley Research. Paul Walsh: And on this very special episode of the podcast series, we'll be talking about the long-term outlook for education technology, or EdTech. It's Friday, it's the 11th of November, and it's 2 p.m. here in London. Paul Walsh: So Miriam, next week you'll be heading to Barcelona for Morgan Stanley's annual Tech, Media and Telecom Conference, which focuses on key debates and trends in these industries. EdTech, while still in its infancy, is a segment where your team sees a lot of potential for growth. But before we get there, let's please start with the basics. What exactly is EdTech? Miriam Josiah: So people often think of it as online learning for K-12 or university students. But we found EdTech to be quite a broad term for the digitalization of learning. So there are actually dozens of segments within EdTech. One of them is workforce education, which we think is particularly interesting and underappreciated. Paul Walsh: And certainly many of us got a firsthand look at EdTech during COVID-19 lockdowns, whether through our children—as was the case for me personally—work related training or for our own amusement. And not surprisingly, companies in the education technology space saw a huge spike from pandemic-driven demand. So what's happening now that schools and businesses have reopened? Miriam Josiah: So here's one of the reasons our team looked closely at EdTech. Essentially, even as we've returned to in-person training and education, the demand for remote learning hasn't dropped off. Yes, COVID 19 accelerated industry growth by about two years, but the global EdTech market, currently valued at $300 billion, is still expected to grow at an annual rate of 16% to reach $400 billion by 2025. So this demand is here to stay. Paul Walsh: It sounds like it, and that's tremendously interesting. So can you explain why that is, please? Miriam Josiah: So we think there are a few reasons EdTech demand will continue to grow. Firstly, the pandemic changed our behaviors in many ways, including how we think about learning. For example, in many classrooms, students watch the lecture on their own time and use the classroom for more hands-on learning. This is one reason demand is still growing, particularly within K-12 education. Paul Walsh: And if we take a step back, Miriam, does a challenging macroeconomic environment help or hurt the outlook for EdTech? And can you help us understand why? Miriam Josiah: So, in many ways, we think it helps. You have global teacher shortages, rising school costs and, in the case of workplace, there's a need to reskill and upskill workers. So these are a few of the important drivers. Meanwhile, there's a few other positives for EdTech, such as a growing global population and lower penetration rates. To put things in perspective, global spending on education is around $6.5 trillion a year and even with double digit growth over the next few years, EdTech will only represent around 5% of total education spending in 2025. Suffice to say, we are in the very early stages of growth. Paul Walsh: Yeah, absolutely. It sounds like it. And thinking about stock valuations, they soared for companies that saw surging demand during the pandemic. And since then, we've seen that trend reverse, in some cases really quite dramatically. So where does that leave us today? Miriam Josiah: So one thing to note is that this segment is very fragmented with many small companies, some of which are not publicly traded. Among the larger players in the space, we've seen a similar trend with stock prices soaring and now correcting. And so valuations are attractive. And we think this is a good entry point for investors, especially if they have a longer time horizon. At the same time, the market's seeing a fair bit of M&A activity, which may present opportunities for upside for investors. Paul Walsh: Absolutely no doubt. Industries that are fragmented, hard to define and still in their infancy can really be fertile ground for investors who have the time and the wherewithal to research and invest in individual companies. So what are the biggest risks to your growth outlook for the EdTech industry? Miriam Josiah: So firstly, as I mentioned, a lot of the sector is made up of private companies and a lot of these are loss-making startups. So in an environment of tighter access to capital, this may be a growth inhibitor for some of the startups and we're already seeing companies starting to trim headcount as a way to cut costs. Another risk is government budget cuts. Remember, education spending is around 4% of GDP, and so cuts here could impact the B2B market in particular. The counter is that tighter budgets could lead to schools turning to EdTech instead, but this still does remain a risk. And then finally, the consumer willingness to pay is also being questioned in a recessionary environment. Paul Walsh: Miriam, that's really clear. I want to thank you very much for taking the time to talk. It's obviously been quite educational. Good luck with the TMT Conference in Barcelona next week. Miriam Josiah: Thank you. Great chatting with you, Paul. Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review on Apple Podcasts and share the podcast with a friend or colleague today.

Association Strong
Creating Ambassador Programs That Drive Member Engagement

Association Strong

Play Episode Listen Later Sep 12, 2022 40:49


Designing an engagement strategy through members that drive membership engagement is every association's dream.  Don't miss this podcast as Tom Morrison and Dave Will unpack the keys behind building a successful member ambassador program with Paul Walsh from the European Business Aviation Association on how their association designed an ambassador program that drove their brand, value and engagement.

Coffee & Tequila: The Morning/Late Show
The Weekend Marilyn Sang ”Happy Birthday” to the President (w/ The Valley of the Dolls Podcast)

Coffee & Tequila: The Morning/Late Show

Play Episode Listen Later May 27, 2022 77:03


In 2016, Marilyn Monroe's "Happy Birthday" dress (sketched by Bob Mackie and created by Jean Louis) was auctioned off for $4.8 million, the highest ever paid for a dress. It is one of the most famous pieces of American iconography to exist. Today, Zach is joined by guest, Paul Walsh, of The Valley of the Dolls Podcast, to discuss the story behind the dress, the performance, and the lasting impact of a pop culture mega-moment. Let's talk all about the weekend Marilyn Monroe sang "Happy Birthday" to the President in NYC.   SOURCES: Marilyn Monroe: The Biography The Secret Life of Marilyn Monroe by J. Randy Taraborrelli Marilyn Monroe: Private and Undisclosed by Michelle Morgan Marilyn Monroe: The Final Days (2001 Documentary)   FIND US: Paul Walsh Podcast Platforms @The Valley of the Dolls Podcast Instagram @thevalleyofthedolls_pod Twitter @votd_pod Zach Youtube youtube.com/azbbonusfeatures Instagram @coffeeandtequilashow Zach @adventuresofzachandb

Premier League Preview Show
After The Lights Go Out With Paul Walsh

Premier League Preview Show

Play Episode Listen Later Aug 18, 2021 45:23


A chance now for you to listen to the first episode in the new series of 'After The Lights Go Out'. Presented by former Premier League footballer Leon McKenzie and England Ashes hero Steve Harmison, the programme focuses on the struggles of professional sportsmen and women following their retirement. The first episode is sure not to disappoint as it kicks off with former Liverpool, Spurs and England striker Paul Walsh, with the themes of resentment, anger and regret dominating the interview – as well as his issues with alcohol. See acast.com/privacy for privacy and opt-out information.