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With gold about $1,000 from highs and silver $50 off its high, David Stryzewski calls the current metal pullback an "opportunity." That opportunity extends to miners as well, with David calling what he considers low P/E ratios for companies. Ben McMillan backs David's bullish thesis by calling the sell-off a "generational opportunity." His case for silver lies in the AI trade with the metal being used in tech across the globe. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
On episode 456 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why oil prices aren't higher, complacency in the markets, energy stocks, oil as the new meme stock, geopolitical events vs. the stock market, why AI isn't a bubble, bitcoin isn't dead yet, housing affordability is improving, private credit redemptions, the case for PE stocks, who orders DoorDash, there is no retirement crisis and more. This episode is sponsored by Franklin Templeton and ClearBridge Investments. Learn more at https://www.franklintempleton.com/activeETFs A healthy economic backdrop should continue to support broadening equity leadership going forward. Learn more at https://www.clearbridge.com/ Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Franklin Templeton Disclosure: Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at https://www.franklintempleton.com/. Please read it carefully. All investments involve risk, including possible loss of principal. © 2026 Franklin Distributors, LLC. Member FINRA/SIPC. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Hoy arrancamos con lo que ya parece una guerra abierta entre Jenniffer González y Thomas Rivera Schatz. Revisamos los shitposts, las reacciones y cómo escaló el intercambio público entre ambos líderes del PNP.Luego hablamos de otro tema que se está moviendo en Fortaleza: ¿Le aplicarán a Ricardo Rosselló el mismo criterio que se usó para quitarle las escoltas a Wanda Vázquez?También comentamos varias cosas en el chit chat:Regresa El Lobo de Ucrania al feed este viernesEstaremos participando en el Foro de Salud de la Cámara de Comercio el viernesArranca el BSN y Bayamón y Guaynabo ya tienen problemas con el reglamentoEn el Patreon discutimos algo que está pasando tras bastidores:cómo se está preparando Francisco Domenech para la vista de interpelación en el Senado.Si quieres escuchar ese análisis completo:
Chris Hladczuk is the Co-founder and CEO of Hanover Park, the AI-native fund administrator, vertically integrating fund administration, portfolio management, and LP experience for finance and investment teams.Chris is the 2nd ever returning guest of the show, and is fresh off announcing Hanover's $27m Series A. We go inside the round, their explosive growth, why they built their own general ledger from scratch, and how that enabled them to build incredible AI products for investment firms that touch over $100 trillion in assets.Thanks to Sahil Bloom, and Chad + Pratyush at Susa for help brainstorming topics for this conversation.Thank you to Numeral and Flex for supporting this episode.Try Numeral, the end-to-end platform for sales tax and compliance: https://www.numeral.comSign-up for Flex Elite with code TURNER, get $1,000: https://form.typeform.com/to/Rx9rTjFzTimestamps:(0:37) Financial infrastructure for investment firms(1:35) Hanover Park's $27m Series A(5:30) AI-enabled services businesses(9:07) Productizing the service layer(11:30) Helping CFO's and investors use AI(13:46) Building a general ledger from scratch(18:03) Compete against companies with IT departments(19:55) Hiring in an unsexy industry(21:30) Live in constant paranoia of your customers(25:19) Gongs, music in the office, blizzard commutes(28:54) Friday night hackathons(30:54) Automating onboarding and manual admin work(35:05) Real-time visibility on all data(38:07) Always get on the plane(40:36) Turning customers into raving fans(43:45) Using polite persistence in sales(47:36) How to master founder-led content(51:29) 99% of advice is wrong in AI era(54:21) Importance of one-way vs two-way doors(56:11) Growing from VC into PE and Private Credit(1:00:36) When to turn down new customers(1:02:22) Becoming a customers most important vendor(1:04:00) Chris' personal AI stack(1:07:41) Hanover Park's MCPReferencedTry Hanover Park: https://www.hanoverpark.com/Careers at Hanover Park: https://jobs.ashbyhq.com/hanover-parkFirst episode with Chris: https://www.youtube.com/watch?v=7lomqcrFNv8Artie: https://www.artie.com/Episode with Jacqueline @ Artie: https://www.youtube.com/watch?v=6fd1YKsBaq0Granola: https://www.granola.ai/Claude Cowork: https://claude.com/product/coworkHubSpot: https://www.hubspot.com/Attio: https://attio.com/Monaco: https://www.monaco.com/Follow ChrisTwitter: https://x.com/chrishladLinkedIn: https://www.linkedin.com/in/chris-hladczuk-b09204153Follow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/
Breaking into Investment Banking with no finance background sounds impossible - but it's not. In this WSO Academy testimonial, Laurence shares how he went from building a $2M startup to landing an Investment Banking offer at JP Morgan. Without a traditional finance background, he had to learn the industry, build the right network, and prepare for one of the most competitive recruiting processes in finance. Chapters 00:30 Intro 02:24 Stepping Away from the Startup 03:00 The Reset Phase 04:12 The Pivot to Finance 05:44 Choosing the MBA Path 06:38 Discovering the WSO Academy 07:51 Preparing for Investment Banking Recruiting 10:29 Lessons & Career Advice Check out WSO Academy — the prep that has helped thousands break into high finance. ------------------------------------------------------------------------------------------------------
#puertorico #corrupción #gobierno Comisionado de la Policía, agente del FBI, Joseph González, le quita las escoltas a Wanda Vázquez con el mismo argumento que se las dejó en el 2025 y en medio de la crisis de opinión pública ante el caso de Ciary Pérez Peña. | Los violentos del PNP, entre Tommy, Paco y JGo. ¡Conéctate, comenta y comparte! #periodismoindependiente #periodismodigital #periodismoinvestigativo Síguenos en nuestras redes sociales: tiktok.com: https://x.com/Bonita_Radio Facebook: / bonitaradio Instagram: / bonitaradio X: https://x.com/Bonita_Radio
Most marketers create content and hope it moves deals forward. Katerina Maerefat shows you the exact system to prove it does—then build more of what works.Content becomes powerful the moment you stop treating it separately from your revenue funnel. In this episode, Katerina walks through how to map content performance to pipeline stages, identify which pieces actually influence closed deals, and use that data to shape your next creation priorities.What you'll learn in this episode:- How to structure pipeline metrics that reveal which content types drive closed opportunities- Why "aligning on business objective first" changes which content you build and how you measure it- The content mapping exercise: cataloging type, format, and funnel position to spot gaps worth filling- How to identify white space opportunities by analyzing funnel velocity across industries and personas- Building a cross-functional operations committee to align marketing, sales, and CS on shared initiatives- Why senior alignment on OKRs cascades into bottom-level execution on content that actually moves revenueGuest BioKaterina Maerefat is VP, Growth Marketing at Mediafly. With 15 years of marketing experience—13 of them in PE-backed B2B SaaS companies—she has built growth functions across oil and gas, e-learning, supply chain risk, and revenue enablement. Her career evolved from marketing generalist to specialist in growth marketing, marketing operations, analytics, and marketing technology. She brings both the metrics-driven precision that shapes strategy and deep respect for the craft of content creation. Katerina connects with peers on LinkedIn.Text us what you think about this episode!
This week on Sibling Rivalry, Bob and Monét discuss how long you can look into a neighbor's yard or window before it gets weird. They swap stories about what they've seen people doing through their open windows while Monét proposes buying a brownstone together. They also talk game tables, people pleasing, turning down help, Monét's school somehow having no PE class, and if Bob was the only one who took the Iowa Test of Basic Skills. They get into what really makes someone cool and whether cool people are actually cool or just cringe. Thanks to our sponsors: Book your next experience on Airbnb! Visit WaldenU.edu today. Walden University. Set a Course for Change. For a limited time, Home Chef is offering our listeners 50% off and free shipping for your first box PLUS free dessert for life! Go to https://HomeChef.com/RIVALRY Want to see exclusive Sibling Rivalry Bonus Content? Head over to www.patreon.com/siblingrivalrypodcast to be the first to see our latest Sibling Rivalry Podcast Videos! @BobTheDragQueen @MonetXChange Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit podcastchoices.com/adchoices
¡¡NUEVO PODCAST!!Juan Pablo Macías…“Las nuevas generaciones ya no conocen de juguetes” Gianco Abundiz. Experto en Finanzas… “Inversiones Nominales” José Antonio Valdés Peña… “Entrega del Oscar” Dr. Mario Aquiles… “¿Qué son las emociones de donde vienen y cómo afectan mi salud?” Gabriela Ávila… “Alimentación en el desarrollo de los niños” Frank Favela… “Ring Royale 2026”
Hoy tuvimos que irnos en vivo.La ¿supuesta? renuncia de la Secretaria de Vivienda y Reina de los Marbetes de Yabucoa, Ciary Pérez Peña explotó justo antes de grabar y terminamos haciendo un episodio especial en vivo para reaccionar a lo que está pasando dentro del gobierno. ¡Hasta entramos a Jugando Pelota Dura!Hablamos de la renuncia, de las expresiones de la gobernadora, de la reacción de Thomas Rivera Schatz y de lo que esto significa políticamente.También analizamos el aumento en los costos de estudiar en la Universidad de Puerto Rico y cómo está impactando a los estudiantes.Y cerramos con un tema serio: la crisis de salud mental entre niñas y adolescentes en Puerto Rico.En el Patreon hablamos de algo más delicado:lo que Justicia le dijo realmente a Fortaleza sobre Ciary.Si quieres escuchar ese análisis completo:
Agradece a este podcast tantas horas de entretenimiento y disfruta de episodios exclusivos como éste. ¡Apóyale en iVoox! IX A lo largo de la historia se han documentado episodios extraños que parecen desafiar las leyes conocidas de la realidad. Desapariciones súbitas, encuentros con seres imposibles o fenómenos que sugieren la existencia de otras dimensiones. Muchos de estos casos han quedado registrados con nombres, fechas y lugares concretos. Hoy vamos a recorrer algunos de los casos más inquietantes documentados. Si vas a escuchar el programa, te aconsejo que no leas esta descripcion, pues sí voy a hacer Spoiler. Hablaré de más de 20 casos extraños, empezando por… El testimonio REAL, que me ha llegado de una niña que ve, frente a su cuarto, una figura que la mira… un hecho aterrador. Además hablaré de: - El niño desconcertado de Astorga (España, siglo XVI) Uno de los relatos más antiguos aparece en la obra “El jardín de flores curiosas”, escrita por el humanista español Antonio de Torquemada, nacido en Astorga (León) alrededor de 1507. En torno a esta época, Torquemada recoge un episodio ocurrido en su ciudad natal y afirma que él mismo conoció al protagonista. Un muchacho de 13 años desapareció repentinamente mientras jugaba en el corral de su casa. Su familia lo buscó desesperadamente por toda la vivienda y los alrededores, pero no había rastro de él. Horas después, se escuchó un golpe en el desván de la casa. Cuando subieron, el niño apareció allí, tirado en el suelo, desorientado y lleno de arañazos. El joven relató que dos hombres negros y espantables lo habían elevado por los aires. Torquemada aseguró que el muchacho nunca volvió a ser el mismo. - El niño del monasterio y el extraño banquete (Italia, siglo XI) Otro caso fue relatado por San Pedro Damián en textos medievales. Según la historia, en un monasterio italiano del siglo XI, un niño que realizaba tareas domésticas desapareció repentinamente. Más tarde apareció en un molino cercano, donde afirmó haber participado en un extraño banquete con seres desconocidos. - El niño del arroz de Aichi (Japón, 1907) Durante una festividad religiosa, un niño desapareció durante varias horas. Cuando finalmente regresó, explicó que un ser extraño lo había llevado a un lugar donde le obligaron a comer tortas de arroz en un banquete. - La experiencia infantil de la actriz Daryl Hannah. La actriz estadounidense Daryl Hannah, conocida por películas como Blade Runner, Splash o Kill Bill, contó que durante su infancia tuvo una experiencia extraña. Cuando era niña afirmaba ver una casa en un bosque con una mujer misteriosa, un lugar que aparentemente no existía en la realidad. - Hablando de cine, volveremos a escuchar la vivencia del actor Scott Patterson. Un suceso increible, pero que hasta el día de hoy narra asegurando que es verdad. - El soldado de Manila. Uno de los casos más famosos de posible teleportación histórica ocurrió el 24 de octubre de 1593. Ese día apareció repentinamente un soldado español en la Plaza Mayor de Ciudad de México (actual Zócalo). El hombre aseguraba que instantes antes estaba de guardia en Manila, Filipinas, a más de 15.000 kilómetros de distancia. Durante el interrogatorio hizo una afirmación que dejó a todos helados, cuando pudieron comprobarlo. ¿Cómo podía saberlo antes de que la noticia llegara a Nueva España? - El supuesto diario secreto del almirante Richard E. Byrd (Antártida, 1947) El explorador estadounidense Richard Evelyn Byrd, nacido en 1888, lideró la Operación Highjump en 1946–1947, una enorme expedición militar estadounidense a la Antártida. Según un supuesto diario secreto fechado el 19 de febrero de 1947, Byrd habría sobrevolado una región donde el hielo desaparecía, dando paso a valles verdes, ríos y animales prehistóricos. El relato afirma que su avión fue escoltado por naves circulares luminosas hasta una ciudad avanzada habitada por seres humanoides. Allí, una figura conocida como “El Maestro” le habría advertido del peligro de las armas nucleares. No existen registros oficiales que confirmen este episodio, pero el relato se ha convertido en una de las leyendas más conocidas sobre la teoría de la Tierra Hueca. - El Mothman de Point Pleasant (Estados Unidos, 1966–1967) Uno de los casos más famosos de humanoides alados ocurrió en Point Pleasant, Virginia Occidental, entre noviembre de 1966 y diciembre de 1967. El 15 de noviembre de 1966, dos parejas, Roger y Linda Scarberry y Steve y Mary Mallette, vieron una criatura de más de dos metros de altura con ojos rojos brillantes en la zona conocida como Área TNT. La criatura los persiguió a gran velocidad mientras huían en coche. El 15 de diciembre de 1967, el Silver Bridge se derrumbó causando 46 muertes. Muchos testigos afirmaron haber visto al Mothman en el puente días antes de la tragedia. - Humanoides alados en el mundo. Tras el caso original se han reportado episodios similares: - Alemania, 10 de septiembre de 1978 Mineros cerca de Friburgo vieron una criatura alada antes de una explosión en una mina. - Ucrania, 26 de abril de 1986. Testigos afirmaron ver un pájaro negro gigante sobre la central nuclear de Chernóbil antes del desastre. - Chicago desde 2011, se han documentado decenas de avistamientos de humanoides alados. - Chihuahua, México marzo de 2009. Un joven llamado Humberto afirmó ser perseguido por una criatura alada mientras conducía. - Cumaná, Venezuela 1997. Habitantes reportaron figuras aladas oscuras sobrevolando la ciudad. - Arcos de la Frontera (Cádiz, España) marzo de 2012. Un testigo de Jerez de la Frontera vio un ser alado de unos 2,5 metros de envergadura sobre su coche cerca del lago de Arcos. - Santiago de Chile primavera de 1990. El comerciante Federico Rojo Feria observó un humanoide alado desde un edificio. - Peñalolén (Chile) febrero de 2013. El comerciante Félix Álvarez vio un “hombre pájaro” posado en un árbol en el patio de su casa. - El misterio del Rancho Skinwalker (Utah, Estados Unidos) Ubicado en el condado de Uintah, Utah, es uno de los lugares más estudiados por fenómenos paranormales. La propiedad fue comprada en 1994 por Terry y Gwen Sherman. Entre 1994 y 1996 registraron casi 100 fenómenos inexplicables, incluyendo: Mutilaciones de ganado. Criaturas gigantes. Luces extrañas. Anomalías electromagnéticas. Posibles portales dimensionales. En 1996, el periodista George Knapp publicó los primeros artículos sobre el rancho. En 1997, el bioquímico Colm Kelleher afirmó ver una criatura humanoide de tres metros de altura observando al equipo de investigación. - La desaparición de Dennis Martin. Uno de los casos más famosos de desaparición infantil ocurrió el 14 de junio de 1969. Dennis, un niño de 6 años, desapareció en el Parque Nacional Great Smoky Mountains, en Tennessee, mientras jugaba al escondite cerca del Sendero de los Apalaches. Más de 1.400 personas participaron en la búsqueda. - El caso Ryker Webb. El 3 de junio de 2022, el niño Ryker Webb, de 3 años, desapareció cerca del pueblo de Troy, Montana, cerca del Kootenai National Forest. Dos días después, fue encontrado a 4 kilómetros de su casa, escondido en un cobertizo. Sobrevivió a dos noches en el bosque con tormentas y temperaturas cercanas a los 5 grados. - La niña de las peras del Barranco de Badajoz (Tenerife, finales del siglo XIX). Uno de los casos más extraños de Canarias ocurrió en el Barranco de Badajoz, en Güímar (Tenerife). La historia se sitúa aproximadamente entre 1890 y 1910. Una niña fue enviada por su madre a recoger peras en un árbol del barranco. Se sentó a descansar bajo el árbol… y aparentemente se quedó dormida unos minutos. Cuando regresó al pueblo, todo había cambiado: Para ella solo habían pasado minutos. Pero para los vecinos habían pasado años. Alien Big Cat, son grandes felinos que aparecen en lugares donde no deberían estar. Suelen ser panteras, cuando se divisan, pero por su particularidad y el número de avistamientos, no pueden ser explicados, solo con circos ni mascotas escapadas. Animales o criaturas fuera de lugar, es decir, especies que no deberían existir o aparecer en esos lugares. Spn claros ejemplos de alta extrañeza, fenómenos donde los testigos ven algo real pero que no encaja con la zoología conocida. - (Grandes felinos fuera de su hábitat) El término Alien Big Cats no significa “gatos alienígenas”, sino grandes felinos que aparecen en lugares donde no deberían existir. El concepto surge sobre todo en Reino Unido. El patrón de los testimonios es sorprendentemente similar: animal negro o muy oscuro tamaño similar a puma o leopardo cola larga movimiento silencioso y muy elegante ojos que reflejan la luz en la oscuridad Muchos testigos son granjeros, cazadores o policías rurales, gente acostumbrada a distinguir animales en el campo. El misterio radica en que Reino Unido no tiene grandes depredadores salvajes desde hace siglos. - Caso principal: La Bestia de Bodmin Moor Cornwall, Inglaterra, a finales de los años 70. En el páramo de Bodmin Moor comenzaron a aparecer animales de granja muertos o mutilados. Los granjeros empezaron a hablar de una pantera negra que rondaba el lugar. Durante los años 80 se registraron más de 60 avistamientos, algunos testigos dijeron haber sido perseguidos por la criatura. La alarma llegó a tal punto que el gobierno británico investigó oficialmente el caso en 1995. - Casos en España Berja (Almería) – 2013. Vecinos afirmaron ver un gran felino negro tipo pantera. Se desplegó un operativo con trampas y vigilancia. Guadalajara – 2017-2018. Varios pueblos denunciaron ver un felino negro rondando los campos. ¿Por qué muchos testigos dicen que el animal aparece unos segundos… y desaparece? - Aves gigantescas. Criaturas voladoras de tamaño anormal, descritas en distintos lugares del mundo. Los testigos hablan de aves con envergaduras imposibles, en algunos casos de 3 hasta 15 metros. Caso principal: Barcelona 1990 Todo comenzó cuando un vecino llamado Pere Carbó escribió una carta al diario La Vanguardia. Afirmó haber visto desde su balcón una silueta negra de 3 a 5 metros de envergadura, acompañada de graznidos aterradores. La carta desencadenó una oleada de testimonios. Vecinos de Les Corts, Sant Gervasi, Gavà, Salou, Sant Joan Despí afirmaron haber visto el mismo animal. La policía recibió cientos de llamadas, colapsando el teléfono de atención ciudadana. Otros casos de aves gigantes. Atacama (Chile) – 1868. Trabajadores vieron un pájaro gigantesco cuya sombra parecía una nube. Algunos lo compararon con un pterosaurio. África – década de 1920. Tribus de Zambia hablaban del Kongamato, un ser alado similar a un pterodáctilo. Girona (España) – 1996. Una familia afirmó ver un ave negra de 5–6 metros de envergadura. Casos separados por siglos, por continentes y por culturas… que parecen sugerir algo que aún no comprendemos. Porque tal vez solo tal vez la realidad no sea tan sólida como creemos. Escúchame en iVoox. Suscríbete en tu plataforma preferida. HAZTE MECENAS: No dejes que La Biblioteca cierre nunca sus puertas. Gracias a los MECENAS: sin ustedes, La Llamada De La Luna no sería posible. Canal Telegram: https://t.me/LaLamadaDeLaLuna YouTube: https://www.youtube.com/channel/UCEOtdbbriLqUfBtjs_wtEHw Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫为什么无风险利率不断下行,但茅台的估值却不断走低?来自浩然斯坦。过去几年国内无风险利率一直往下走,按经典估值模型的逻辑,茅台这种底子极厚、商业模式近乎完美的公司,估值本该跟着往上抬才对。但实际情况是,其市盈率从当年 73 倍的成长股溢价,跌到了如今 19 倍的公用事业估值中枢,这个反差非常强烈。是不是茅台的商业模式不行了?答案肯定不是。酒还是那瓶酒,茅台的品牌壁垒依旧是独一份的,没什么能复制,它的生意本质从来没变过。真正变的,是市场给茅台的价值定价锚,是市场对这家公司的未来预期,彻底变了。简单说,市场给茅台的估值逻辑已经完成了根本性切换:从过去赚成长的钱,变成了现在赚股息的钱。一旦走到这一步,它对无风险利率的波动,自然就没那么敏感了。二零一九年,茅台市盈率能冲到 73 倍,估值能跟创业板掰掰手腕,核心是市场给了它成长股溢价。那时候大家买茅台,看的是什么?是业绩和估值双升的机会,是每年能稳稳保持 15% 以上的利润增长,是商务消费、礼品消费的持续爆发,更看中的是它独一份的永续经营能力和提价权。但现在呢?茅台市盈率跌到 19 倍,跟长江电力、高速公路这类公用事业股站到了同一梯队,甚至估值比长江电力还更低一些。市场对茅台的诉求,从过去追求未来的高增长,变成了现在追求当下的稳定现金流;大家从茅台身上赚的钱,从看成长的钱,变成了拿确定分红的钱。市场现在基本把茅台当成了一家没什么增长的企业。对应的,市场对茅台的核心关注,也从 “明年增速能到多少”,变成了 “每年的分红能不能稳住”。目前茅台的股息率大概 3.7%,刚好卡在长江电力3.5%、高速公路 4% 的公用事业股息区间里,这个利差,就是现在茅台最核心的估值锚。为什么无风险利率往下走,茅台的估值却没跟着涨?核心就在于这种估值锚转变之后,评估价值的方式完全不一样了。成长股的估值锚,是增速和利率的差值,利率稍微降一点,估值就能往上涨一截;但高股息资产不一样,它的估值锚是股息率和利率的利差,只要这个利差能保持稳定,哪怕利率再降,市场也不会给更高的估值。因为大家买这类资产,要的是确定的分红回报,不再是盈利增长和估值上涨。这就像你买了一张年化 3.7% 的存单,银行的基准利率降了,你不会想着存单的价格能涨,只会关心利息能不能按时到账,这是一个道理。经典的估值模型,比如 D C F 、戈登增长模型,核心逻辑都很简单:企业的现值等于股息除以无风险利率和增长率的差值,无风险利率下降,理论上折现率就低了,企业的现值自然就该提升。而增长率和无风险利率,一起决定了终值公式的分母,这是估值的关键。对于成长股来说,股权久期长,估值的核心是未来的高增长现金流,所以利率哪怕只是小幅波动,都会被放大,带来估值的大幅变化但现在市场对茅台的增长预期彻底变了,觉得它不会再高增长了,现在的定价里,隐含的中长期利润增速也就 1% 左右。要知道原来市场给茅台的增速预期是 15%,当增速从 15% 跌到 1%,无风险利率和增长率的差值就从2.5%减去15%的 负12.5%,变成了2.5%减去1%的 正1.5%,终值的计算逻辑直接反转了,茅台也就从过去的高增长溢价,变成了现在的低速增长折价。这还不算完,看衰中国经济,认为通缩将持续,以及监管带来的变化,又进一步推高了茅台的风险成本。房地产持续下行压制消费,二零二五年禁酒令升级,政务和商务消费被抑制,白酒行业也从过去的投资品属性,回归到了消费品的本质,原来的金融化溢价也就没了。未来及监管的不确定性,会让投资者要求更高的风险补偿,这直接导致茅台的股权风险溢价大幅上升。折现率就是无风险利率加股权风险溢价,这里面的账很好算:假设无风险利率降了 1%,但 E R P 升了 2%,折现率其实是净增 1%,最终估值反而会降大概 10%,具体多少会受久期影响,但趋势是确定的。除此之外,过去几年,市场的资金偏好也发生了显著的变化。二零二五到二零二六这两年,资金从白酒、互联网这些传统核心资产里撤出来,转向了 A I 算力、半导体、机器人这些新质生产力领域,二零二六年 A I 更是成了机构的共识第一主线。地缘政治冲突不断,全球资产配置在调整,外资也从港股科技和 A 股白酒板块撤离,形成了被动的抛售潮。还有,A I 龙头市盈率都创了新高,形成了明显的估值虹吸效应,这也进一步压低了白酒这类传统行业的估值中枢。我们可以算笔具体的账,看看茅台的折现率到底变了多少。二零二一年的时候,茅台的无风险利率等于3.5%,增速等于15%,E R P等于6%,折现率就是 9.5%;到二零二六年,无风险利率等于2.5%,增速等于1%,E R P等于8%,折现率就变成了 10.5%。别看无风险利率降了 1%,但折现率其实净增了 1%,最终导致茅台估值下降了大概 30%,这个结果和实际情况是完全吻合的。所以说到底,茅台的估值没跟着无风险利率下行而提升,核心不是利率的问题,而是增长预期崩塌、风险溢价上升、资金迁移这几大因素形成的负向合力,把利率下行的正向效应彻底抵消了,甚至还反过来压了估值。这也能说明一个很重要的投资道理:企业的短期估值水平,从来都不只是取决于资金成本,更取决于增长和公司面临的风险水平。资金成本只是估值的一个变量,而增长和风险,才是短期定价的核心,这其实也是长期投资者超额收益的一个来源。一个与当下的茅台形成反例的案例:长江电力二零一四到二零一六年前后,是长江电力的 “P E 估值时代”,那时候市场普遍认为,公用事业股就该配低市盈率,长江电力的 P E 长期在 10到12 倍徘徊,和当时的高速公路、水务公司没什么区别,大家买它,只看 “稳”,不看 “涨”,觉得公用事业股就不该有高估值。二零一七到二零二零年,进入 “股息率倒推时代”,随着无风险利率下行,银行存款利率持续走低,长江电力常年稳定在 3.5% 以上的股息率,二零二二年甚至达到 4.1%,一下子就有了吸引力,市场开始用 “股息率倒推估值”,只要股息率高于存款利率,就愿意给更高的 P E,这时候它的 P E 逐步从 12 倍抬升到 15至18 倍。二零二一年之后,进入 “D C F 模型折现时代”,市场发现长江电力不只是 “稳”,还有确定的成长 —— 通过并购水电站、优化运营,它的现金流持续增长且高度确定,大家开始用 D C F 模型给它估值,看重未来自由现金流的折现价值,P E 进一步抬升到 20 倍以上,二零二四年一度达到近十年高点26倍,即便到 二零二六年 3 月,P E 也稳定在 20.3 倍左右,比现在茅台的 19 倍还高一点。过去十年投资长江电力,总回报达到了 469%,这里面有 50% 是估值提升带来的,37% 是利润增长贡献的,只有 13% 来自股息分红 —— 说白了,过去十年买长江电力,主要赚的就是估值抬升的钱。那么同样是 “稳”,为什么长江电力能靠估值升级实现价值重估,而茅台却下跌至低 P E 区间?核心还是两个点:一是增长预期,长江电力虽然增速不高,但始终有稳定的成长预期(并购、运营优化带来的现金流增长),市场对它的增速预期是稳步向上的,而茅台的增速预期从 15% 跌到 1%,彻底没了增长溢价;二是风险溢价,长江电力几乎没有监管不确定性,生意模式简单、现金流确定,E R P 一直保持在较低水平,无风险利率下行的利好能直接传导到估值上,而茅台的 E R P 因为宏观经济、监管、行业变化大幅上升,抵消了利率下行的利好。展望未来,茅台如果要实现估值修复,其实就看三个核心条件能不能满足,而且这三个条件是层层递进的:第一,增长预期要企稳回升,茅台的营收增速得重新回到 10% 以上,这是基础,只有增长预期回来了,市场才不会再把它当成纯公用事业资产;第二,股权风险溢价要显著回落,战争、通缩、收缩性政策、监管加强等不确定性能彻底消除,大家对茅台的风险担忧少了,自然就不会要求那么高的风险补偿,折现率才能真正降下来。第三,资金偏好是否回转。目前食品饮料板块P E估值处于近二十年历史区间的下10%分位数、P B 估值处于近二十年历史区间的下9%分位数,分位数水平排名全市场倒数第一,在古今中外市场上从长期来看食品饮料板块是市场中真正的王者,目前中国市场上这个板块处于显然的市场洼地状态,很多成功的价值投资者过去几年在这个板块里面成功地躲过了本轮“牛市”,未来几年会不会上演一出陈词滥调老掉牙的“王者归来”。我相信,真正看懂茅台、对中国经济发展有信心的投资者,心里对这几个问题都有明确的答案。想明白茅台估值低迷的症结所在,反而会更加心安。
Breaking into investment banking and other competitive finance roles can feel confusing without the right guidance. In this mentor session, we discuss the realities of finance recruiting, networking, and preparing for high-performance careers in the industry. This conversation covers practical insights for students and early-career professionals looking to understand how recruiting actually works and what it takes to succeed in demanding finance roles. ------------------------------------------------------------------------------------------------------
When Sharon Gillenwater built Boardroom Insiders, she was doing something nobody else wanted to do: manually researching the personal work styles, business initiatives, and habits of Fortune 500 executives so that enterprise sales teams could finally get a meeting with the C-suite. It was hard, painstaking work — and that was exactly the point. After more than a decade of bootstrapping, consulting on the side to fund payroll, and raising just $275,000 from three people she knew personally, Sharon sold Boardroom Insiders to London-based public company EuroMoney for $25 million — all cash at close, no earn-out. In this episode, you discover how to build and sell a business where customers love you so much they follow you from company to company. You'll learn: Why a cold call from a PE firm offering $48 million was actually the worst thing that could have happened to Sharon — and what she did instead The one overheard side conversation that changed her negotiation posture entirely and helped her push from a $17–20M offer to $25M Why Sharon insisted on all cash at close — and why her angel investor told her a lower number in cash beats a higher number with strings attached What convertible notes look like after a decade — and why her investors converted their notes just six months before the sale Why Sharon cried on her birthday, the day she was quietly walked out of the company she had spent 13 years building How she watched the acquirer run Boardroom Insiders into the ground, tried to buy it back — and then decided to rebuild from scratch anyway The land-and-expand growth strategy that took Boardroom Insiders from zero to $5 million ARR without ever cracking the demand generation problem
1. El más reciente capítulo de la saga TRS v. Francisco Domenech 2. Gobernadora y expresidenta de la Cámara respalda que un testigo no vaya a una vista legislativa. Les da la razón a los familiares de Ciary Pérez Peña 3. Nueva controversia con la junta de control fiscal. Gobierno NO entrega a tiempo certificación que exige PROMESA sobre legislación de amnistía de multas 4. Gobernadora estadista Jenniffer González dice que NO somos una colonia 5. Converso con Javier Gorbea sobre el Clásico de Mundial de Beisbol y el premundial FIBA de baloncesto femenino 6. Silenciosamente la Contralora le da la razón al representante Héctor Ferrer. Enmiendan el contrato de Janet Parra 7. Sigue desafiante el gobierno de Irán, barril de petróleo sube a $100 por barril y el stock market baja. 8. Converso con Daphne Barbeito y CPA Luis Torres Llompart sobre el nuevo programa en Radio Isla, Prende y Emprende 9. Jueves de películas y streaming con Gabriela Acevedo Gándara. Hoy con la previa a los óscares.See omnystudio.com/listener for privacy information.
ACC Commissioner Jim Phillips on PE & SCORE Act, NCAA's new gambling PSA, inside Spartan Ventures and more.We would love to know what you think of the show and you can let us know on social media @D1ticker.If you are not subscribed to D1.ticker, you can and should subscribe at www.d1ticker.com/.
If you want to practice in California, the journey isn't quite over after you pass the PE Exam.
¡¡NUEVO PODCAST!!-Dr. Armando Barriguete… “Sobrepeso y Obesidad Infantil: sus complicaciones”-Ana Karina Guevara. Obra: “Las Hermanas Vals” (Falsedad) -Cartelera Cinematográfica. José Antonio Valdés Peña. -Luis GyG… “Día Mundial contra la Censura en Internet”
In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss:Creative exit pathways to consider in 2026 as long holding periods persistHow AI is being deployed inside PE firms and across their portcosThe biggest challenges and opportunities ahead — from deal selectivity and leverage discipline to a potentially robust M&A environment
In the sprawling suburbs of Dallas, Texas, PE teacher Michael Bell wakes at 4AM to tend his third-acre farm before heading to school. His unconventional approach brings in $1,400 monthly while working just 20 hours weekly - a remarkable farming income without debt, expensive infrastructure, or complex marketing systems. Subscribe for more content on sustainable farming, market farming tips, and business insights! Get market farming tools, seeds, and supplies at Modern Grower. Follow Modern Grower: Instagram Instagram Listen to other podcasts on the Modern Grower Podcast Network: Carrot Cashflow Farm Small Farm Smart Farm Small Farm Smart Daily The Growing Microgreens Podcast The Urban Farmer Podcast The Rookie Farmer Podcast In Search of Soil Podcast Check out Diego's books: Sell Everything You Grow on Amazon Ready Farmer One on Amazon **** Modern Grower and Diego Footer participate in the Amazon Services LLC. Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com.
The market narrative says investors are rotating out of expensive growth stocks and into cheaper value stocks. But is that actually happening? Jon Penn and Michael Lebowitz explain how today's passive investing landscape can distort traditional definitions of value and growth. ETF flows and index-driven allocations often send capital into the largest and most popular companies, regardless of valuation. Using our three-tier valuation framework—past earnings, forward earnings, and growth-adjusted valuations—we show how investors can better separate stocks that simply look cheap from those that may represent genuine value. We also discuss why traditional screens like low P/E ratios can lead investors into value traps, and how market narratives, psychology, and passive flows can create large valuation gaps across sectors and companies. Understanding the difference between perceived value and true value is critical in today's market environment. Hosted by RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:20 - Before the Bell - Markets Making Lower Highs and Lower Lows 2:56 - Dealing with Trapped Longs 5:32 - Negative Divergences Send Warnings 7:35 - Our Strategies Now 11:26 - The Price of Oil & U.S. Dollar 13:52 - Impact of Dollar on Gold, Silver, Precious Metals 17:41 - The Momentum Chase 18:25 - $200 Crude & Futures Markets 22:15 - Crude Oil & Gasoline Futures curves 25:24 - CPI vs Core CPI & The Fed 30:32 - Jerome Powell, Kevin Warsh, & Fed Stance 33:22 - The Value Rotation Illusion 35:51 - What is Value? 38:55 - How Airlines Really Make Money 41:40 - Market Commentary & Blog posting ------- Register for our next Candid Coffee, 3/21/26, and Ask Us Anything: https://realinvestmentadvice.com/resources/events/ask-us-anything/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/jW9UWP7WdZY ------- Watch our previous show, "Q&A Day: Technical Breakdown in the S&P 500: What Comes Next?" here: https://youtube.com/live/B2diF0UUrjs ------- Articles Mentioned in Today's Show: "Technical Deterioration: Risk Management Is Key" https://realinvestmentadvice.com/resources/blog/technical-deterioration-an-analysis-of-the-markets-next-move/ "True Value: Looking Through The Value Rotation Illusion" https://realinvestmentadvice.com/resources/blog/true-value-looking-through-the-value-rotation-illusion/ -------- The latest installment of our new feature, Before the Bell, "Markets Reclaim 100-DMA," is here: https://youtu.be/MntZ-KayzxA ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #ValueInvesting #StockMarket #PassiveInvesting #MarketAnalysis #InvestorEducation
The market narrative says investors are rotating out of expensive growth stocks and into cheaper value stocks. But is that actually happening? Jon Penn and Michael Lebowitz explain how today's passive investing landscape can distort traditional definitions of value and growth. ETF flows and index-driven allocations often send capital into the largest and most popular companies, regardless of valuation. Using our three-tier valuation framework—past earnings, forward earnings, and growth-adjusted valuations—we show how investors can better separate stocks that simply look cheap from those that may represent genuine value. We also discuss why traditional screens like low P/E ratios can lead investors into value traps, and how market narratives, psychology, and passive flows can create large valuation gaps across sectors and companies. Understanding the difference between perceived value and true value is critical in today's market environment. Hosted by RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:20 - Before the Bell - Markets Making Lower Highs and Lower Lows 2:56 - Dealing with Trapped Longs 5:32 - Negative Divergences Send Warnings 7:35 - Our Strategies Now 11:26 - The Price of Oil & U.S. Dollar 13:52 - Impact of Dollar on Gold, Silver, Precious Metals 17:41 - The Momentum Chase 18:25 - $200 Crude & Futures Markets 22:15 - Crude Oil & Gasoline Futures curves 25:24 - CPI vs Core CPI & The Fed 30:32 - Jerome Powell, Kevin Warsh, & Fed Stance 33:22 - The Value Rotation Illusion 35:51 - What is Value? 38:55 - How Airlines Really Make Money 41:40 - Market Commentary & Blog posting ------- Register for our next Candid Coffee, 3/21/26, and Ask Us Anything: https://realinvestmentadvice.com/resources/events/ask-us-anything/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/jW9UWP7WdZY ------- Watch our previous show, "Q&A Day: Technical Breakdown in the S&P 500: What Comes Next?" here: https://youtube.com/live/B2diF0UUrjs ------- Articles Mentioned in Today's Show: "Technical Deterioration: Risk Management Is Key" https://realinvestmentadvice.com/resources/blog/technical-deterioration-an-analysis-of-the-markets-next-move/ "True Value: Looking Through The Value Rotation Illusion" https://realinvestmentadvice.com/resources/blog/true-value-looking-through-the-value-rotation-illusion/ -------- The latest installment of our new feature, Before the Bell, "Markets Reclaim 100-DMA," is here: https://youtu.be/MntZ-KayzxA ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #ValueInvesting #StockMarket #PassiveInvesting #MarketAnalysis #InvestorEducation
Alex Velea, Smiley și Connect-R – 3 dintre artiștii care au definit scena românească – îl poartă pe Mihai Morar prin momentele cheie ale unei prietenii de 20 de ani.E nevoie de implicare, loialitate și iubire să menții vie o prietenie. Și încă una care durează de peste 20 de ani! Însă ce faci atunci când e supusă presiunilor scenei, managerilor, oportunităților, zvonurilor? Cum o pui în balanță cu propria carieră și cu familia? Podcastul de astăzi este despre echilibru și despre găsirea lui. Despre evoluția de la lipsa cronică a banilor până la statutul de vedetă. Fără să îi trădezi pe oamenii alături de care ai plecat la drum. Hai alături de noi să vezi cât câștigau băieții la început de drum și ce făceau ca să își poată plăti chiria! Să arunci o privire rară în studio-urile unde se fac hiturile. Si să afli poveștile nespuse care formează o prietenie cum rar găsești!Mihai Morar îi aduce pe Alex Velea, Smiley și Connect-R în spectacolul vieții lor.Pe scena Fain & Simplu.
On this episode, Bob Brown, Founding Partner and Head of Capital Formation and Investor Relations at Motive Partners, shares lessons from three decades inside private equity, including how operational discipline and a clear understanding of what creates value for LPs are critical to driving outcomes. Learn how an “investing, operating and innovating” model embeds operators and technology experts alongside investors to tackle two of the biggest causes of deal underperformance: management execution and failed technology transformations. Plus, hear how PE firms can unlock more value from the assets they already own—using technology, data and product improvements to drive growth from existing customers, modernize legacy businesses and accelerate outcomes within the typical three-to-five-year hold period.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.
In Part 2 of Soccer for Success, we go deeper.This conversation moves beyond curriculum and into implementation — how Dallas ISD built a no-cost, district-wide pathway from elementary Spark programs to middle school leagues and high school UIL competition.We break down how Spark works (grades 2–6), how competitive soccer is introduced the right way, and how over 50 elementary schools are now participating in structured play.If you're a parent wondering how to advocate for better sports access…If you're a school leader looking for a scalable youth development model…If you care about keeping kids active and engaged…This episode gives you the blueprint.Key Talking PointsHow Spark functions as a foundational after-school programWhy grades 3–6 are critical for long-term sports retentionThe creation of a competitive elementary soccer league51 elementary schools currently participating31 middle schools running interdistrict leaguesNo-cost participation for families (equipment included)How healthy competition is introduced graduallyThe importance of PE and Athletics working togetherHow other school districts can partner with US Soccer FoundationWhy foundational skills reduce dropout rates after sixth gradeQuotes from the Guests“You don't have to be a soccer star to teach soccer.” – Lisa Perry“Ask what your child is learning in physical education and how you can support that.” – Lisa Perry“We want kids to fall in love with fitness — with moving.” – Dr. Lisa Whitaker“Spark says we are going to build your skill over time in a safe place.” – Dr. Lisa Whitaker“We are fully committed to these programs across these two departments.” – Dr. Lisa Whitaker“My goal was always to give opportunities to kids who can't afford to play.” – Marisela Lopez“At this point in my career, I'm more about coaching coaches than coaching players.” – Warren Coddle“After sixth grade, kids start dropping out.” – Lisa Perry“We want to provide the opportunity.” – Lisa Perry“At the end of the day, I want kids active. I want them to play sports.” – Lisa PerryConnect with the GuestsWarren Cottle
1. TRS critica el manejo por parte del gobierno del escándalo de Ciary Pérez Peña eimplícitamente pide que ella renuncie. Cámara cita al denunciante a vista ejecutiva. 2. Pierde apoyo la estadidad entre los boricuas de Orlando 3. Converso con Javier Gorbea sobre el Clásico de beisbol y el torneo premundial de baloncesto femenino 4. Secretario de Educación le dice que NO a las mochilas transparentes 5. Otra señal de debilidad en la economía. Cae la venta de vehículos de motor nuevos 6. Pablo José presenta medida para revocar medida impuesta por la exsecretaria del Homeland Security que dilata el desembolso de fondos de FEMA 7. Martes de energía con Ramón Luis Nieves- Más gasificación- Entrevista de Josué Colón con Milly 8. Lo más reciente de la guerra en IránSee omnystudio.com/listener for privacy information.
Nick Tilsen, Founder & CEO of NDN Collective, sits down with Taylor Gunhammer, local organizer, to discuss the attack on Pe'sla, a sacred site for many tribes in the Black Hills region. Local company Pete Lien & Sons (PLS) will be doing exploratory drilling, looking for graphite. This drilling will destroy sacred land and risk contaminating the water that many in the region depend on.CALLS TO ACTION: ☎️Call the Forest Service at (605) 343-1567 to demand they rescind the permit for Pe'sla drilling and the decision to grant a Categorical Exclusion (CE) for their exploratory drilling permit. They have no right to violate our rights, declare Indigenous culture an acceptable loss, cut us out of the process, or endanger the drinking water of thousands of people and Ellsworth Air force Base. Call the US Forest Service and tell them to leave Pe'sla alone!!
Carmen Morodo, Antonio Casado, Joaquín Manso, Ignacio Crespo, Artúro Pérez Reverte, Félix Sanz Roldán, Antonio Lucas, Pilar Cernuda, Julio Valderón y Edu Galán recuerdan la figura de Raúl del Pozo.
Debate da Super Manhã: Muito além de um recurso energético, o petróleo continua sendo um elemento estratégico que influencia decisões políticas, a estabilidade do cenário internacional e o funcionamento das economias modernas. Conflitos, sanções e ações militares contra países produtores podem alterar rapidamente o equilíbrio entre a produção e o consumo do combustível. No debate desta quarta-feira (11), a comunicadora Natalia Ribeiro conversa com os nossos convidados sobre a importância do petróleo na economia mundial, os impactos dos ataques ao Irã e à Venezuela, as consequências financeiras, as perspectivas e os cenários futuros, além da dinâmica de oferta e demanda do ouro negro. Participam o presidente do Sindicato do Comércio Varejista de Derivados de Petróleo de Pernambuco (Sindicombustíveis/PE), Alfredo Pinheiro, o gerente de Política Industrial da Federação das Indústrias do Estado de Pernambuco (FIEPE), Maurício Laranjeira, e o economista e cientista político, Sandro Prado.
TODAY'S TOP STORIES Luke Duecy: Highly debated ‘millionaire tax’ passes House // Skykomish school remains closed after PE teacher arrested in child rape investigation // ‘Nothing short of incredible’: King County Sheriff’s Office reports 22% drop in overall crime // GUEST: Kristen Gledhill, a Gig Harbor resident, explains what her and her friends are doing in response to the craziness of Pierce County Sheriff Keith Swank // Italy stuns Team USA to put Americans on brink of WBC 2026 elimination. Did our coach even understand the rules?
Brandon Schuh and Nick Hartmann welcome John Neve, outside counsel at Quantum Lex, for a candid conversation about artificial intelligence's legal frontier. They explore how law firms treat large language models like efficient first-year associates requiring strict oversight, why public AI tools remain risky for sensitive client data, and real cases where lawyers faced sanctions for submitting court filings with hallucinated case law. The discussion reveals practical guardrails emerging as firms navigate AI adoption while protecting attorney-client privilege.The conversation shifts to digital privacy after Brandon shares insights from Signal CEO Meredith Whittaker's recent interview. John explains why Signal's end-to-end metadata encryption differs fundamentally from WhatsApp's partial protection, and how AI prompt data creates new liability surfaces when users input client information into public models. They examine chilling recent cases where judges ordered defendants to surrender AI research logs to prosecutors based on platform terms of service, a warning for professionals using consumer tools for legal work.Wrapping up, the team analyzes three interconnected risk vectors. Autonomous vehicle disruption threatening 2 million U.S. trucking jobs, Strait of Hormuz shipping lane volatility following geopolitical tensions, and $30 billion in market cap erosion across insurance brokers amid AI disruption fears. John argues product liability law must evolve to address AI-caused harms while Brandon notes mid-market agencies may actually benefit as PE-backed competitors struggle to maintain growth models in this new environment.Key TakeawaysTreat AI tools like efficient junior associates requiring thorough human review before client deliveryPublic LLMs lack sufficient guardrails for attorney-client privileged informationMultiple U.S. lawyers have received monetary sanctions for filing pleadings with AI-hallucinated case lawEpisode Chapters00:00 Introduction and Guest Background01:19 Proof of Law Podcast Focus02:52 AI Productivity Gains in Legal Practice06:21 Data Sensitivity in Law Firms09:02 AI Hallucinations and Court Sanctions13:30 Privacy Apps Compared18:20 Legislative Guardrails Needed22:45 Product Liability for AI Harms27:28 Agent-Based Internet Future30:00 Geopolitical Shipping Risks36:54 Tariff Refund Rulings40:00 Insurance Market Volatility47:40 Two Truths and a LieFact ChecksClaim: $30 billion insurance market cap destruction solely due to AI. Correction: Partially false. The actual market cap loss attributable to the AI-driven selloff was approximately $20–$25 billion, not $30 billion. The word "solely" is also inaccurate — AI was the trigger, but structural valuation issues and cascading investor fear contributed significantly. The $30 billion figure appears to be a rounded-up mashup of multiple distinct metrics (market cap losses, commission risk, and automation potential) that are being conflated.Claim: Federal court ordered $120 billion tariff refund. Correction: The underlying event is real, a federal court did order the refund process to begin after the Supreme Court struck down Trump's IEEPA tariffs. But "$120 billion" is not the correct figure (it's $130–175 billion by most estimates), and the court did not order a lump-sum $120 billion payment. It ordered CBP to begin recalculating duties owed, the actual refund amounts are still being determined through ongoing litigation.Connect with RiskCellar:Website: https://www.riskcellar.com/Guest: John NeveWebsite: https://www.quantumlex.io/john-neve/ LinkedIn: https://www.linkedin.com/in/johnneve/ Brandon Schuh:Facebook: https://www.facebook.com/profile.php?id=61552710523314LinkedIn: https://www.linkedin.com/in/brandon-stephen-schuh/Instagram: https://www.instagram.com/schuhpapa/Nick Hartmann:LinkedIn: https://www.linkedin.com/in/nickjhartmann/
Young is Co‑President at Audax Private Equity, and Asheesh is a Managing Director overseeing the firm's Strategic Resources Group and Portfolio Support team at Audax, a leading middle market PE platform managing $19.5 billion (as of year‑end 2025). We discuss how Audax is intentionally embedding data and AI into its operating model and portfolio companies to systematically enhance decision‑making, scale its Buy & Build strategy, and drive durable value creation.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)
#demandas #telegramchat #ciary La secretaria del Departamento de Justicia se supone que diga hoy si refiere o no a Ciary Pérez Peña a la Oficina del Fiscal Especial Independiente. | El divoricio de Elías Fernándo Sánchez Sifonte en el contexto de la demanda contra Jay y lo que no quiere decir Valerie a cuatro años de alegar que Jay le causó daños económicos por pintar como corrupto a su marido. ¡Conéctate, comenta y comparte! #periodismoindependiente #periodismodigital #periodismoinvestigativo Síguenos en nuestras redes sociales: tiktok.com: https://x.com/Bonita_Radio Facebook: / bonitaradio Instagram: / bonitaradio X: https://x.com/Bonita_Radio
Debate da Super Manhã: O agronegócio segue como motor da economia brasileira, impulsionando crescimento, inovação e geração de empregos. No entanto, o setor enfrenta desafios como sustentabilidade ambiental, infraestrutura e acesso a tecnologias de ponta. No debate desta terça-feira (10), a comunicadora Natalia Ribeiro conversa com os nossos convidados sobre os desafios do setor, os contextos local, regional e nacional, a inovação e a tecnologia atuais e as tendências do setor agroindustrial. Participam o presidente da Associação Brasileira de Produtores e Exportadores de Frutas (Abrafrutas), Guilherme Coelho, o presidente do Sindicato da Indústria do Açúcar e do Álcool no Estado de Pernambuco (Sindaçúcar-PE), Renato Cunha, e o diretor-presidente da Masterboi, Nelson Bezerra.
Pro cukrářské řemeslo se narodil. A široká veřejnost si ho zamilovala jako porotce TV soutěže Peče celá země. Co mu popularita dala a co vzala? „Tvoje tvář se stane veřejným majetkem a lidé jsou přísnější,“ uvažuje. Hned ale dodává, že by neměnil. „Potkal jsem spoustu fantastických lidí a mohu pracovat na dalších projektech, vydávat knihy, které získávají ocenění… Takže si vlastně vůbec nestěžuju.“ A v Blízkých setkáních Terezy Kostkové přidává i recept na císařský trhanec.Všechny díly podcastu Blízká setkání můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.
PODCAST LAS NOTICIAS CON CALLE DE 9 DE MARZO DE 2026 - Escogen a Mojtaba Khamenei, o sea, esto va para largo - Reuters Exigen que salgan los restantes documentos de Epstein que no han salido - Reuters Set antes de los huracanes dice el zar de energía - Primera HoraFederales sueltan a Educación de su monitor - Primera HoraAumento de querellas por maltrato animal - El Nuevo Día Van a cambiar unidades 3 y 4 a gas - El Nuevo Día Va la vista contra centros de inspección, Ciary Pérez Peña no ha dicho si va a participar - El Nuevo DíaHoy sabemos si Justicia va a referir para investigación al FEI a Ciary - El Nuevo Día China demanda a Panamá por sacarlos del Canal - El Nuevo Día Oficial, USA y Venezuela se reconocen y negocian relaciones formales - Miami Herald ACUDEN admite falta de centros de cuido de niños, pero no son 40, sino 19 dicen - El Nuevo Día Nueva planta de filtración de Juncos, anunciada por vez número 20 - El Nuevo Día JGo le dice hola a la nueva jefa de LUMA, pero como quiera se van - El Nuevo Día San Lorenzo va a subastar estorbos públicos a viva voz - El Nuevo DíaRivera Schatz pide que la junta se vaya, pero admiten que no está cuadrado el presupuesto con la reforma - El Vocero Vivienda comercial en casco urbano desarrollada en Coamo - El Vocero 43 carros reposeídos al día en PR - Noticel Cuba v. PR decide si pasamos de una o no esta noche - WBCCogieron al prófugo que asesinó a su pareja - Jay Fonseca PR MMM hoy voy pa Martins BBQEl mejor y más sabroso pollo asado a la varita de Puerto Rico,Cocinando diariamente comida fresca saludable y sabrosa con un montón de complementos para escoger, arroces, habichuelas, verduras, mofongo, tostones,....MMMM....Esto si es criolloMartins BBQ, TOMANDO todas las medidas de salud y sabor para mantener la mesa boricua al dia con opciones para llamar, recoger o delivery por UBER Eats, y DoorDash.MMM Hoy como en Martin's BBQAsado...Jugoso...SabrosoIncluye auspicio
1. El congresista republicano presidente de la comisión con jurisdicción sobre el status, ni sabía que Jenniffer González estaba en Washington para impulsar la estadidad 2. Y en la semana que la gobernadora estuvo en Washington, los republicanos rechazaron mover a PR al programa de SNAP 3. Mientras por un lado dicen que sobra tanto dinero que nos pueden bajar las contribuciones, por otro admiten que falta dinero del gobierno de PR para poder adelantar la reconstrucción post María. 4. Citarán o no citarán a Ciary Pérez Peña a la Cámara de Representantes 5. Siguen las disputas energéticas- entre LUMA y la AEE Sobre proyectos de reconstrucción 6. Resurge la alegación de corrupción e intervención de Politank en contrato de seguridad en las escuelas públicas 7. TRS contradice a Jenniffer. Dice proyectos de todoterreno y La Parguera NO son compromisos programáticos del PNP 8. Trump pide rendición total de Irán- No negociación 9. Malas noticias económicas. Se pierden más de 90,000 empleos en febrero en Estados Unidos y aumenta el desempleo 10. Converso con Javier “Guanin” Gorbea sobre el Clásico de beisbol comienza hoy Puerto Rico 11. Deportes con Manuel VélezSee omnystudio.com/listener for privacy information.
This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How important is getting an education today, How to overcome feeling defeated, How to get an internship and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures TikTok: @chrisharoun300How to forecast a P/E ratiov
Jose Mayora, author of Wall Street's Blind Spots, a new book about the realities of value investing in a market dominated by mega-cap growth stocks, explains that true value investing is not about low P/E ratios but about buying businesses at a meaningful discount to intrinsic value. He emphasizes disciplined, bottom-up research, geographic and sector diversification, and concentrated portfolios to uncover overlooked opportunities. We also explore the psychological challenges of investing through crashes and euphoric markets, the tension between patience and performance when managing other people's money, and the risks of over-investment. We discuss... Jose Mayora shares his background in investment banking, economics, earning the CFA, and co-founding DeVita Valley Growth Fund with a disciplined value-oriented philosophy. The discussion highlights how traditional value strategies have lagged during the dominance of mega-cap tech stocks, particularly the "Magnificent Seven," over the past decade. Mayora emphasizes that avoiding high-multiple stocks purely on valuation optics can cause investors to miss strong businesses compounding at high rates. The conversation underscores the importance of remaining impartial and avoiding confirmation bias from sell-side research, headlines, or popular narratives. Mayora argues that concentrated portfolios of 10–16 positions are more realistic for true value investing, as finding dozens of genuine bargains in expensive markets is unlikely. We examine how broad market crashes create opportunity because markets become indiscriminate, often punishing high-quality companies alongside weaker ones. Historical examples like Google during the 2008–2009 crisis illustrate how strong businesses temporarily trade at compelling valuations during downturns. The psychological challenge of buying low-quality "junk" stocks for sharper rebounds versus sticking with durable high-quality companies is debated. They discuss how long recoveries—such as after the dot-com crash—can test investor patience even when valuations are compelling. Mayora explains that maintaining close communication and philosophical alignment with investors helps navigate inevitable periods of underperformance. They debate missed opportunities in large-cap tech and the difficulty of staying disciplined when high-momentum stocks dominate returns. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Mergent College Advisors Marc Walton | MarcWalton.com Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/wall-street-blind-spots-jose-mayora-796
First-time YA novelists René Peña-Govea and Susie Nadler are both school librarians living in the Bay Area. Thus, it is no surprise that in their publishing debuts, San Francisco serves as both a setting and a character. Peña-Govea's book, “Estela, Undrowning” follows the novel's namesake as she navigates the pressures of an elite public high school, college admissions, and her family's pending eviction. And in “Lies We Tell About the Stars,” Nadler tells the story of a young woman living in the aftermath of a major earthquake and the loss of her best friend. We talk to the authors about writing for young adults, how the Bay Area influences their work and how to keep young people reading. Guests: René Peña-Govea, teacher librarian; author, "Estela, Undrowning" Susie Nadler, school librarian; author, "Lies We Tell About the Stars" Learn more about your ad choices. Visit megaphone.fm/adchoices
U novoj epizodi Jao Mile podcasta gost je Oliver Kostić, košarkaški trener i dugogodišnji prvi saradnik selektora Srbije Svetislav Pešić.Razgovarali smo o:njegovom trenerskom putusaradnji sa Pešićematmosferi u reprezentaciji Srbijeanegdotama sa velikih takmičenjakarakteru igrača i mentalitetu pobednikaKako izgleda rad u vrhunskom sistemu?Koliko je disciplina važna?I šta javnost nikada ne vidi iza kamera?Ako volite košarku i priče iza scene – ovo je epizoda koju ne smete propustiti.
This inaugural episode of the CardioNerds Pulmonary Embolism (PE) Series explores the evolution of acute PE care. Dr. Ibrahim Zahid, Dr. Dinu Balanescu, and Dr. Billy Joe Mullinax join guest expert Dr. Kenneth Rosenfield to discuss the shifting landscape of PE management. Pulmonary embolism (PE) remains a leading cause of cardiovascular mortality and a frequent diagnostic challenge, often masquerading as myocardial infarction or a benign illness. Over the past decade, PE care has evolved from anticoagulation-only strategies to nuanced, risk-stratified, multidisciplinary management. Modern approaches integrate hemodynamics, biomarkers, and advanced imaging to guide therapy, including catheter-directed interventions and large-bore thrombectomy. The Pulmonary Embolism Response Team (PERT) model addresses historical gaps by coordinating rapid, multispecialty decision-making and standardizing care pathways. The PERT Consortium further advances PE care through education, research, and the world's largest PE registry, while fostering leadership and research opportunities for trainees. Despite advances, long-term outcomes and post-PE syndromes remain important areas for future investigation. Audio editing by CardioNerds Academy intern, student doctor, Pace Wetstein. Enjoy this Circulation 2022 Paths to Discovery article to learn about the CardioNerds story, mission, and values. CardioNerds Pulmonary Embolism PageCardioNerds Episode PageCardioNerds AcademyCardionerds Healy Honor Roll CardioNerds Journal ClubSubscribe to The Heartbeat Newsletter!Check out CardioNerds SWAG!Become a CardioNerds Patron! Pearls PE is a “master masquerader”—maintain suspicion for atypical presentations like myocardial infarction, heart failure, flu, or anxiety. Multidisciplinary management mediated through pulmonary embolism response teams improves outcomes and standardizes care. Risk stratification integrates hemodynamics, biomarkers, and imaging. Advanced therapies have expanded beyond anticoagulation. Long‑term follow‑up and post‑PE syndrome need more research. Notes Notes: Notes drafted by Dr. Ibrahim Zahid. 1. How has the clinical approach to PE changed over the past decade? PE is the third leading cause of cardiovascular death and historically under‑recognized. Symptoms mimic MI, HF, asthma, syncope, and more.PE is a silent killer, and it should be recognized more as a cause of spontaneous cardiac arrest. Where life threatening disease like stroke which is owned by neurological specialists and MI is primarily managed by cardiac specialists, PE is an entity without a professional home. The PERT Consortium brings the specialties together for PE care. 2. Ten years ago, a 58-year-old patient with a large bilateral PE, RV dilation, and positive biomarkers might have been managed with anticoagulation and close observation alone. Today, with evolving—but still uneven—data on advanced therapies, PE care feels far more nuanced and highly dependent on where you practice. What are the major gaps in traditional PE management that clinicians should recognize, and what care pathways should they be aware of across different hospital systems? Care has shifted from anticoagulation‑only to multidisciplinary approaches like catheter directed thrombectomy. Risk‑based pathways and the use of CT angiogram has improved early recognition. Risk stratification tools must be used as tools for early recognition of intermediate risk PE. Untreated PE leads to chronic complications like chronic thromboembolic disease and chronic thromboembolic pulmonary hypertension, which requires long term clinic follow up. 3. What is the role of risk stratification tools such as PeSI, sPeSI scores, cardiac biomarkers, and imaging findings in PE, and how do they guide treatment decisions in real world practice? Integrate vitals (blood pressure and heart rate), biomarkers (troponin, pro-BNP), RV/LV ratio assessment, acid‑base status, and scores. Tools include PESI, sPESI, BOVA, HESTIA, FAST, Geneva, NEWS, shock index. Vitals, lactate, acid-base status, and tools like NEWS or shock index track clinical evolution. PESI/sPESI estimate 30-day mortality and help identify low-risk patients who may be candidates for early discharge or outpatient therapy. Clinical judgment matters—scores don't fully capture clot burden, trajectory, or bleeding risk. 4. How was the pulmonary embolism response team created, and since its creation, what evidence or outcome data became available to support the PERT model? Originated after a sentinel case at MGH: A young, pregnant woman in her 30s, who collapsed at home, underwent thrombectomy, and had to be on ECMO for a few days. The case brought cardiology, cardiac surgeons and critical care physicians together for planning and improvement in her health, which was rewarding. Thereby, it was decided to bring specialties involved in PE care together to create a response team. The name of the team, Pulmonary Embolism Response Team (PERT), was coined by Richard Channick in the first meeting. Posters were set up all over the hospital to call a centralized line when an acute PE is recognized A meeting was held to present the concept of putting together a consortium, with development of action items and a PERT database. Enabled rapid multidisciplinary input using early teleconferencing tools. 5. Given concerns about having too many ‘cooks in the kitchen' during the initial PE call—especially with rotating teams—how can institutions reconcile workflow complexity with standardized pathways in a way that meaningfully supports and justifies the added burden on frontline clinicians? Every hospital's PERT is different, catering to their needs and workflow At least two disciplines are needed to make a PERTData is currently being collected to guide further on how the workflow can be standardized Most importantly, the team brings in resources that were not available prior to PERT formation. 6. What are the main goals of the PERT consortium, and how does it support clinicians and institutions involved? To improve care and improve outcomes for patients with PE Expand education, refine algorithms, standardize care with Centers of Excellence. Maintain the largest PE registry for research and outcomes improvement. 7. Beyond global networking, shared learning from successful systems, and the pathway toward Center of Excellence designation, what additional benefits can clinicians and health systems gain by participating in the PERT Consortium? The ability to learn from other systems, the ability to share experiences. Allow people to develop their professional careers like leadership experience, becoming a member of the trainee council Initiate projects and receive funding for your ideas 8. For trainees interested in pulmonary embolism care, how can a trainee be a champion at their institution? Does PERT provide assistance and how can they really contribute meaningfully even before becoming a fellow/attending? Medical students and residents interested in PE should reach out to the consortium and the consortium will hook you up with the correct mentors who can nurture you along. Listen to the podcasts. Participate with your local PERT team PERT wants involvement of people who are social media savvy to help spread the word on PE. Top three take-away points from this episode Acute PE care has advanced and multiple treatment modalities for acute PE including catheter directed therapy, large bore thrombectomy, are becoming standard of care. Multidisciplinary models like PERT improve coordination and outcomes. Trainees play a vital role in advancing PE care through involvement, research, and education References Konstantinides SV, Meyer G, Becattini C, Bueno H, Geersing GJ, Harjola VP, Huisman MV, Humbert M, Jennings CS, Jiménez D, Kucher N, Lang IM, Lankeit M, Lorusso R, Mazzolai L, Meneveau N, Ní Áinle F, Prandoni P, Pruszczyk P, Righini M, Torbicki A, Van Belle E, Zamorano JL; ESC Scientific Document Group. 2019 ESC Guidelines for the diagnosis and management of acute pulmonary embolism developed in collaboration with the European Respiratory Society (ERS). Eur Heart J. 2020 Jan 21;41(4):543-603. doi: 10.1093/eurheartj/ehz405. PMID: 31504429. https://pubmed.ncbi.nlm.nih.gov/31504429/ Rosovsky R, Zhao K, Sista A, Rivera-Lebron B, Kabrhel C. Pulmonary embolism response teams: Purpose, evidence for efficacy, and future research directions. Res Pract Thromb Haemost. 2019 Jun 9;3(3):315-330. doi: 10.1002/rth2.12216. PMID: 31294318; PMCID: PMC6611377. https://pmc.ncbi.nlm.nih.gov/articles/PMC6611377/ Rosenfield K, Bowers TR, Barnett CF, Davis GA, Giri J, Horowitz JM, Huisman MV, Hunt BJ, Keeling B, Kline JA, Klok FA, Konstantinides SV, Lanno MT, Lookstein R, Moriarty JM, Ní Áinle F, Reed JL, Rosovsky RP, Royce SM, Secemsky EA, Sharp ASP, Sista AK, Smith RE, Wells P, Yang J, Whatley EM; Pulmonary Embolism Research Collaborative (PERC) Attendees. Standardized Data Elements for Patients With Acute Pulmonary Embolism: A Consensus Report From the Pulmonary Embolism Research Collaborative. Circulation. 2024 Oct;150(14):1140-1150. doi: 10.1161/CIRCULATIONAHA.124.067482. Epub 2024 Sep 12. PMID: 39263752; PMCID: PMC11698503. https://pubmed.ncbi.nlm.nih.gov/39263752/ Sharifi M, Awdisho A, Schroeder B, Jiménez J, Iyer P, Bay C. Retrospective comparison of ultrasound facilitated catheter-directed thrombolysis and systemically administered half-dose thrombolysis in treatment of pulmonary embolism. Vasc Med. 2019 Apr;24(2):103-109. doi: 10.1177/1358863X18824159. Epub 2019 Mar 5. PMID: 30834822. https://pubmed.ncbi.nlm.nih.gov/30834822/ Pandya V, Chandra AA, Scotti A, Assafin M, Schenone AL, Latib A, Slipczuk L, Khaliq A. Evolution of Pulmonary Embolism Response Teams in the United States: A Review of the Literature. J Clin Med. 2024 Jul 8;13(13):3984. doi: 10.3390/jcm13133984. PMID: 38999548; PMCID: PMC11242386. https://pubmed.ncbi.nlm.nih.gov/38999548/ Rivera-Lebron B., McDaniel M., Ahrar K., Alrifai A., Dudzinski D.M., Fanola C., Blais D., Janicke D., Melamed R., Mohrien K., et al. Diagnosis, Treatment and Follow Up of Acute Pulmonary Embolism: Consensus Practice from the PERT Consortium. Clin. Appl. Thromb. Hemost. 2019;25:1076029619853037. doi: 10.1177/1076029619853037.https://pubmed.ncbi.nlm.nih.gov/31185730/
Feeling financially successful on paper but trapped in real life can change everything. In this episode, C-suite executive and board director, Leilani Latimer, shares how unintentionally becoming house poor while living in Italy as a young adult forced her to confront anxiety, control and independence. When she sold the house, those lessons ultimately set the foundation for her to achieve a healthier, more balanced relationship with money. Leilani is a global C-suite executive and NACD Certified Board Director who leads companies through critical inflection points. She drives growth, connects strategy to execution and builds operating models designed for scale and resilience. Her track record spans B2B, SaaS, Marketplace, AI/ML and Enterprise Technology companies across public, PE-backed and venture-backed organizations. She has held executive roles in sales, marketing, commercial operations, product and customer success, bringing a comprehensive understanding of how these functions integrate to drive performance. She is currently a strategic advisor to growth-stage technology companies, partnering with Founders, CEOs, VCs and PEs to shape business models, strengthen go-to-market execution and design the teams and structures required to scale. She has led early-stage companies in supply chain, retail and medtech through transformational growth, building commercial and marketing engines from startup through acquisition, delivering significant revenue growth and improved forecasting. Leilani’s deep technology expertise includes 25 years with Sabre Inc. (NASDAQ: SABR), a global leader in travel, hospitality and transportation technology. In leadership roles spanning sales, product, marketing, strategy and sustainability across North America and Europe, key achievements include repositioning the hospitality business for IPO, developing award-winning enterprise sustainability systems and products, restructuring global product investment plans and helping build the Southern European division from inception to 15% market share. Leilani currently serves as an Independent Board Director at Black Diamond Group (TSE: BDI), Sedex and Narratize, and as an Advisory Board Member at Fiutur and FoodMesh. Her board contributions span governance, strategic capital allocation, compensation and risk oversight. Her unique perspective on corporate risk and reputation is shaped by her expertise in sustainability, over 15 years of leadership in European markets and extensive experience across multiple industries. Based in San Francisco, she is a dual US and Italian citizen. Independence, Investing and Intentional Choice Leilani's story reminds us that financial independence is not a fixed destination but an evolution. From navigating cross-border careers and complex benefits systems to rethinking what fairness means in partnership, she shows how money can either create anxiety or expand possibility. Today, her focus on teaching her children to invest early, supporting female founders and building values-aligned portfolios reflects a deeper truth: wealth is a tool for choice. The freedom to decide where you live, what you support and how you show up in the world is the ultimate return on investment. If you are considering board service, navigating career transitions or thinking more intentionally about how and where you invest, an Aspiriant advisor can help you align your wealth with your values and design a strategy that supports both independence and impact. Follow Money Tales on Spotify, Apple Podcasts or YouTube Music for more real stories that inspire smarter, more intentional decisions with your money.
Breaking into investment banking from a non-target university isn't easy — especially after 150+ applications, months of rejection, and zero connections. In this student testimonial, Kitty shares how she went from studying politics at the University of Birmingham to landing offers from UBS, Lazard, and Rothschild. From struggling with confidence to facing non-target fears head-on, this is the real story behind breaking into investment banking as a student. Segments 01:19 – Music vs Finance 03:04 – Why University of Birmingham? 03:34 – Switching from Politics to Finance 04:05 – When Banking Became Real 05:27 – Why She Joined Academy 06:55 – Networking Strategy 07:45 – 150+ Applications 08:33 – First Interview Breakthrough 10:44 – Offers from UBS, Lazard & Rothschild 11:58 – Advice to Students Check out WSO Academy — the prep that has helped thousands break into high finance. ------------------------------------------------------------------------------------------------------
Today's episode is with a great friend of mine, Chris Huckabee, Founder @ MORE Group. We unpack his company's remarkable private equity journey and why it was so successful. Chris shares how the unexpected loss of his business partner pushed him to rethink the future of his company, leading to a strategic shift, a private equity partnership, and rapid national expansion. We talk candidly about valuation surprises, building trust with employees during major transitions, and what makes a great private equity partner. Then we pivot to education reform, AI's impact on schools, and the deeply personal story of how Chris helped lead the effort to rebuild Robb Elementary in Uvalde, TX, after the tragic shooting. We discuss: • The process Chris went through to pursue private equity and national expansion • Why he told every employee about the strategic plan before making a deal • How to hire the right investment banker • The hard lessons around valuation, deal structure, and selecting the right private equity partner • What AI means for K–12 and higher education and where public education must improve • How he mobilized donors and contractors to rebuild Robb Elementary in Uvalde, TX Links: MoreGroup - https://moregroup-inc.com/ Chris on LinkedIn - https://www.linkedin.com/in/christopher-huckabee-693a3a31/ Support our Sponsors Ramp: https://ramp.com/powers Collateral Partners: https://collateral.com/fort Topics: (00:03:19) - Chris' journey to finding Private Equity (00:09:27) - Strategic planning (00:11:31) - Valuing the business (00:14:36) - People don't like change (00:17:43) - Making the decision to pursue PE (00:21:28) - Finding the right Investment Banker (00:37:26) - Selecting a buyer (00:44:44) - The first day after selling to PE (00:47:59) - Going out to buy companies (00:51:16) - What makes a great PE partner (00:57:08) - The state of Education and AI (01:13:16) - Rebuilding Robb Elementary in Uvalde after the 2022 shooting Chris on Social Media: Chris on X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thepowerspodcast LinkedIn: https://bit.ly/45gIkFd Watch POWERS on YouTube: https://bit.ly/3oynxNX Visit our website: https://www.powerspod.com/ Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO POWERS is produced by https://www.johnnypodcasts.com/
We explore how to refine and optimize care in the vital minutes following ROSC. Hosts: Jonathan Elmer, MD, MS Brian Gilberti, MD https://media.blubrry.com/coreem/content.blubrry.com/coreem/Post-ROSC_care.mp3 Download Leave a Comment Show Notes Core EM Modular CME Course Maximize your commute with the new Core EM Modular CME Course, featuring the most essential content distilled from our top-rated podcast episodes. This course offers 12 audio-based modules packed with pearls! Information and link below. Course Highlights: Credit: 12.5 AMA PRA Category 1 Credits™ Curriculum: Comprehensive coverage of Core Emergency Medicine, with 12 modules spanning from Critical Care to Pediatrics. Cost: Free for NYU Learners $250 for Non-NYU Learners Click Here to Register and Begin Module 1 I. Phase 1: Stabilization (Minutes 0–10) The “Rearrest” Window & Pathophysiology High-Risk Period: Rearrest rates reach 30% within the first minutes post-ROSC. Shock Incidence: Two-thirds of patients develop profound hypotension/shock as initial resuscitative efforts subside. Catecholamine Washout: Super-physiologic “code-dose” epinephrine (1mg IV) typically wears off within ~3 minutes post-ROSC, leading to predictable hemodynamic collapse. Secondary Injuries: Evaluate for “CPR-induced trauma” (blunt thoracic trauma, rib fractures, pneumothorax, liver/splenic lacerations). Immediate Resuscitative Actions Vascular Access: Transition rapidly from IO to reliable IV access within 1–2 minutes. Prioritize Intraosseous (IO) placement within 5 minutes if IV attempts fail; intra-arrest data suggests no significant difference in early outcomes. Vasoactive “Bridge”: Maintain a “bolus-dose” pressor at the bedside for immediate push-dose titration. Options: Phenylephrine, dilute Epinephrine, or dilute Norepinephrine (titrated to effect rather than rigid dosing). Physician-Specific Task: Arterial Line: Goal: Placement within 5 minutes of ROSC. Preferred Site: Femoral (by landmarks/blind if necessary) for speed; should be a 80 mmHg. The BOX Trial Nuance: While the BOX trial showed no difference between MAP 63 vs. 77, its cohort (Denmark) had exceptionally high survival rates (70% back to work) and short response times, which may not generalize to North American populations with lower shockable rhythm incidence. Permissive Hypertension: If the patient is “self-driving” to higher pressures, do not aggressively lower them, as this may be a physiologic demand for cerebral blood flow. Ventilation and Oxygenation PaCO2 Management: Target: High-normal to slightly hypercarbic (45–55 mmHg). Rationale: Avoid accidental hyperventilation (PaCO2
Stig is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. They discuss Berkshire, Moody's and BellRing Brands. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:35 - Stig's bull case for Berkshire: balance sheet, culture, and Greg Abel (NYSE: BRK.B) 00:27:09 - Berkshire bear case: slowing growth and capital allocation risks 00:30:47 - Tobias' bull case for BellRing: FCF, protein brand strength, PE appeal (NYSE: BRBR) 00:38:30 - BellRing bear case: concentration, leverage, consumer shifts 00:47:02 - Hari's bull case for Moody's: moat, duopoly, recurring analytics (NYSE: MCO) 00:50:20 - Moody's bear case: valuation, cyclicality, regulation, AI risk Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting. Stig Brodersen's Portfolio and Track record. Check out Mastermind Discussion Q4, 2025 | Video. Check out Mastermind Discussion Q3 2025 | Video. Check out Mastermind Discussion Q2 2025 | Video. Check out Mastermind Discussion Q1 2025 | Video. Tobias' podcast, The Acquirers Podcast. Tobias ' ETF, ZIG. Tobias' ETF, Deep. Tweet to Tobias Carlisle. Hari's Blog. Tweet to Hari. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. 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: SimpleMining HardBlock AnchorWatch Human Rights Foundation Linkedin Talent Solutions Vanta Unchained Onramp Netsuite Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
G’day, mates! Grab your blooming onions and watch out for "bucking" hams, because Bob is bringing his best Australian accent to the studio today. In this episode, Bob and Jesse dive into the wacky world of friendships. From "Leg Cramp Girl" on the bus to a PE teacher whose heart rate spikes just by seeing Bob walk into the gym, the duo explores how every person in our lives provides an opportunity to show God’s love. Whether it’s a "tight-as-a-tourniquet" hug from Mom or a back-pat from Dad that sends you flying across the room, love and encouragement come in all shapes and sizes. Click here to see the new Average Boy book title and cover! Click here to visit the Average Boy Store to gain access to books, devotionals, subscriptions to Clubhouse Magazine, and much more! We'd love to hear from you! Visit our Homepage to leave us a voicemail. If you enjoyed listening to The Official Average Boy Podcast, please give us your feedback.
Today we're breaking down Job Fair. Michael, Pam, Oscar and Darryl set up a booth at Valley View High School's Job Fair in hopes of finding a new intern. Jim, Andy and Kevin golf with a potential client. Jenna and Angela speculate what a crossover episode between The Office and Monk would have been like, a fan gives a theory on why Pam skipped volleyball during PE and the ladies reveal which Office castmember is really good at golf. We'd never tell this to it's face, but this is a wonderful and gifted episode. Listen to Stephen and Lori Saux' Down Syndrome Parenting and Advocacy podcast, If We Knew Then: https://ifweknewthen.com Office Ladies Website - Submit a fan question: https://officeladies.com/submitaquestion Follow Us on Instagram: OfficeLadiesPod Follow Us on YouTube Follow Us on TikTok To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices