Podcasts about pickers

Ian Cassel, founder of MicroCapClub and author of Stock Picker, joins Matt Zeigler to break down the mindset, temperament and core skills required to outperform as an active stock picker. They discuss microcap investing, position sizing, active patience, valuation, management quality, portfolio survival, benchmarking against the S&P 500 and how great investors evolve their edge over decades.Stock Picker: How to Develop the Mindset, Temperament, and Strategy to Outperform Wall Streethttps://amzn.to/4hU28ImTopics coveredHow an investor's motivations change as ambition gives way to family, legacy and the scarcity of timeHow Ian turned $20,000 into $120,000, then watched it fall to $8,000, and why that early win permanently shaped his risk toleranceIan's four-part survival framework: recession-resistant growth, strong balance sheets, conservative valuation and signs of intelligent fanaticismWhy balance-sheet strength is not just defensive and can let great companies act aggressively when competitors are forced to retreatWhy Ian targets roughly a 25 percent CAGR without relying on multiple expansionThe Judas goat lesson, talking your book on social media and why investors still have to do their own workWhy comparing short-term returns can corrupt an investing process and why Ian measures himself against the S&P 500 over a 10-year horizonThe five core stock-picking skills: identifying, analyzing, buying, selling and holding, plus why selling matters especially in microcapsWhy position sizing should account for initial excitement, and why Ian now starts much smaller than he did earlier in his careerActive patience, expanding your circle of competence and the difference between good, great and GOAT stock pickersWhy temperament evolves with experience, why leverage can destroy otherwise good investing, and why the best investors keep sharpening their edgeWhy Ian is willing to back repeat-winner management teams before every piece of the business is fully in placeTimestamps00:00 Intro06:58 The $20,000 to $120,000 win and 90 percent loss11:02 Ian Cassel's four-part survival framework15:02 Why strong balance sheets create offensive optionality19:03 The Judas goat and social media stock promotion23:18 Why comparison is the enemy for stock pickers29:39 The five core stock-picking skills34:43 Active patience and knowing what you are looking for39:28 Good, great and GOAT stock pickers47:02 How investor temperament evolves over time52:03 Leverage, situational awareness and surviving to compound57:24 Betting on repeat-winner management before the numbers arriveLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

Bob Robotti, founder and CIO of Robotti & Company, joins Matt Zeigler and Bogumil Baranowski to explain why bottom-up value investing may be entering one of its best opportunity sets in decades. They discuss AI and reindustrialization, inflation and interest rates, passive investing, capital cycles, private equity, long-term ownership, and why today's neglected industrial businesses may offer opportunities that the market is missing.Bob Robotti on Xhttps://x.com/BobRobottiRobotti & Companyhttps://www.robotti.comTopics coveredHow Bob finds misunderstood businesses with latent earnings powerWhy his "grassroots macro" process starts with company-level supply and demandHow AI spending is increasing demand for energy, copper, aluminum, cement and other physical assetsWhy North America's natural gas advantage could support a long-term reindustrialization cycleWhy persistent inflation could force higher interest rates and lower valuation multiplesWhy no competitive moat is permanent, even for today's dominant technology companiesHow passive investing and shorter time horizons can create opportunities for fundamental stock pickersWhy prolonged downturns can improve industry economics through consolidation and reduced capacityWhy Bob views himself as an active owner rather than an activist investorWhy he is skeptical of today's private equity model and its expansion into retirement portfoliosThe NewMarket investment that taught him the cost of selling a great business too earlyWhy he thinks individual company research can outperform indexing over the next decadeTimestamps00:00 Intro04:02 Grassroots macro and the search for latent earnings power08:37 Why Bob started his own investment firm13:00 How AI creates demand for the physical economy17:59 Why Bob avoids the mega-cap technology companies22:00 Inflation, interest rates and the valuation risk investors may be missing26:07 Why no competitive moat is permanent31:36 How passive investing creates opportunities for stock pickers36:00 Why Bob believes the "fallen" areas of the market can rise again40:06 How bad business conditions create better long-term investments44:39 Active ownership, boards and understanding businesses from the inside48:59 Why Bob is skeptical of modern private equity55:15 The biggest loss of his career: selling a winner too early01:03:32 The one investing lesson Bob would teach everyoneLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

Hank Crawford of Blue Collar Robotics and Paul Harker, retired CCO of Woolworths Group, on grocery store robotics a retailer can deploy today.There are 280,000 people walking the aisles of US grocery stores right now picking somebody else's order, and grocers cannot hire fast enough to keep up with the growth. That number comes from Hank Crawford, Co-Founder and CEO of Blue Collar Robotics, and it frames the whole conversation. Online grocery keeps growing. Labor keeps getting harder to find. And the two big swings the industry took at eGrocery fulfillment, the centralized fulfillment center and the micro fulfillment center, both left grocers with high CapEx, duplicated inventory, and people still picking most of the order. Hank is joined by Paul Harker, retired Chief Commercial Officer of Woolworths Group, Australia's largest retailer, who joined Blue Collar Robotics as a strategic advisor. Together with Ricardo Belmar and Casey Golden they work through the economics of eGrocery fulfillment from the operator's side of the table: why the warehouse answer collapsed, what grocery store robotics has been getting wrong, and why a purpose-built robot with a remote operator behind it can drop into a supermarket that already exists. The mechanism is the interesting part. Blue Collar Robotics sells the picking as a service. A grocer pays a cost per pick, which moves the spend from CapEx into OpEx. The robot handles packaged center-aisle goods using vacuum suction, which is roughly 65% of a typical order, and store associates get redeployed to fresh, where care actually shows up in the customer's bag. Blue Collar reports eGrocery fulfillment cost reductions of as much as 50%. This is Season 6, Episode 10.In This Episode, You'll Learn•       Why centralized fulfillment centers failed for grocery on four separate counts: volume density, distance from the customer, fresh, and CapEx•       What Paul Harker says micro fulfillment centers still cannot solve, including duplicated inventory and picking "the uglies"•       Why over 80% of a grocer's business is still the in-store customer, and how eGrocery growth quietly degrades that experience•       The case for a human behind every robot, and why it is now standard practice for anything operating in an unstructured environment•       What robot etiquette means in a store aisle, and what China's hotel delivery robots taught Hank about how not to do it•       How the grocery store robotics buying conversation changes when the customer has no robotics team of its own•       Why grocery store robotics took this long to find product-market fit in a supermarket, and what changed•       Why the labor argument runs backwards here: there is no line of people waiting for picking jobs•       How remote operation opens picking work to people who could never physically do it, and opens a 24 hour picking clock for the store•       What Hank says is actually slowing adoption, and it is not the technologySupport our sponsorsThis Episode is Brought to You By RetailClub.Retail and brand leaders can attend RetailClub AI Festival completely budget-free, plus get $1,750 toward travel and hotel. From the founders of Shoptalk and Groceryshop, it's three days fully outdoors in Huntington Beach, September 22 to 24, with 2,000 senior leaders working through how AI is transforming retail. If you're shaping AI's future in retail, budget shouldn't be why you miss it. Register by August 28 at retailclub.com/retail-razor-podcast.Subscribe & FollowHow much did you love this episode? Drop us a 5‑star rating and review on Apple Podcasts, Spotify, or Goodpods. Subscribe on YouTube so you never miss an episode and check out the other shows in the Retail Razor Podcast Network: Retail Transformers, Blade to Greatness, and Data Blades.Subscribe to the Retail Razor Podcast Network: https://retailrazor.com/Subscribe to our Newsletter: https://retailrazor.substack.comSubscribe to our YouTube channel: https://go.retailrazor.com/utubeFeatured guestsHank Crawford. https://www.linkedin.com/in/hank-crawford-a4a9755/Co-Founder & CEO of Blue Collar Robotics. https://bluecollarrobotics.aiHank Crawford is Co-Founder & CEO of Blue Collar Robotics, where he leads the company's mission to make in-store grocery picking affordable for retailers through purpose-built robots delivered as a service, pairing AI-driven autonomy with human-assisted teleoperation. A technology entrepreneur and commercial leader with more than 35 years of experience in advanced composites, global manufacturing, and robotics, Crawford has founded companies in the United States and China including PURE Material Science, a Guangzhou-based pioneer of continuous fiber-reinforced thermoplastic composites and has helped scale advanced technology businesses in senior engineering and commercial roles at Performance Materials Corporation (acquired by Toray), Daimler Trucks in both North America and China, TRB Lightweight Structures, and Avient. He holds multiple patents in composite materials and manufacturing.Paul Harker. https://www.linkedin.com/in/paul-s-harker/Retired Chief Commercial Officer, Woolworths Group. Strategic Advisor. Blue Collar Robotics.Paul Harker has more than three decades of senior leadership experience across Australia's retail and FMCG sectors, including 33 years with Woolworths Group. Most recently, Paul served as Chief Commercial Officer for Woolworths Group, where he was accountable for the $51 billion Australian Food commercial portfolio. In this role, he oversaw commercial practices across more than 1,000 stores and helped lead large-scale enterprise transformation initiatives, including the modernization of digital systems and the integration of data-led analytics across complex supply chain networks. Paul's earlier executive roles at Woolworths included leadership across Replenishment, Supply Chain, and Store Operations, giving him a broad understanding of the full retail operating model – from store execution to enterprise-level commercial strategy.Chapters00:00 Teaser 00:48 Show Intro 05:34 Welcome Hank and Paul! 06:37 Why Warehouses Failed 09:02 Store Picking Tensions 10:28 Amazon Threat Reality 14:47 Robotics Hype vs Reality 16:34 Human in the Loop 18:34 Blue Collar Robotics Intro 19:46 Service Model Economics 22:35 How Store Deployment Works 25:48 Comparing Other Models 30:50 Automation and Jobs 32:35 Scaling Labor With Robots 33:43 24 Hour Store Operations 35:09 Accuracy And Quality Standards 36:48 AI Regulation And Safety 40:18 Robot Etiquette In Aisles 41:36 China Robotics Lessons 45:19 Selling To Risk Averse Grocers 49:36 Five Year Outlook And Jobs 52:19 Wrap Up And Where To Learn More 53:40 Show CloseMeet your hostsHelping you cut through the clutter in retail & retail tech:Ricardo Belmar is an NRF Top Retail Voice for 2025 and a RETHINK Retail Top Retail Expert from 2021 – 2026. Thinkers 360 has named him a Top 10 Thought Leader in Retail, a Top 25 Thought Leader in AGI and Careers, a Top 50 Thought Leader in Agentic AIand Management, and a Top 100 Thought Leader in Digital Transformation and Transformation. Thinkers 360 also named him a Top Digital Voice for 2024 and 2025. He is an advisory council member at George Mason University's Center for Retail Transformationand the Retail Cloud Alliance. He was most recently the partner marketing leader for retail & consumer goods in the Americas at Microsoft.Casey Golden, is the North America Leader for Retail & Consumer Goods at CI&T, and CEO of Luxlock. She is a RETHINK Retail Top Retail Expert from 2023 - 2026, and Retail Cloud Alliance advisory council member. After a career on the fashion and supply chain technology side of the business, Casey is obsessed with the customer relationship between the brand and the consumer and is slaying franken-stacks and building retail tech! MusicIncludes music provided by imunobeats.com, featuring Overclocked, and E-Motive from the album Beat Hype, written by Heston Mimms, published by Imuno.

An eight-day halt of avocado imports from Mexico's main avocado-producing state has been lifted. AP correspondent Donna Warder reports.

Original Air Date: February 12, 1954Host: Andrew RhynesShow: The Lone RangerPhone: (707) 98 OTRDW (6-8739) Stars:• Brace Beemer (Lone Ranger)• John Todd (Tonto) Writer:• Fran Striker Producer:• George W. Trendle Director:• Charles D. Livingston Music:• Ben Bonnell For more great shows check out our site: https://www.otrwesterns.comExit music from: Roundup on the Prairie by Aaron Kenny...

Original Air Date: February 12, 1954Host: Andrew RhynesShow: The Lone RangerPhone: (707) 98 OTRDW (6-8739) Stars:• Brace Beemer (Lone Ranger)• John Todd (Tonto) Writer:• Fran Striker Producer:• George W. Trendle Director:• Charles D. Livingston Music:• Ben Bonnell For more great shows check out our site: https://www.otrwesterns.comExit music from: Roundup on the Prairie by Aaron Kenny...

O NEGÓCIO ERA TER EXCELÊNCIA, SE DIVERTIR E GANHAR DINHEIRO   Neste episódio muito especial de Stock Pickers, Lucas Collazo recebe Luiz Cezar Fernandes, uma das maiores lendas vivas do mercado financeiro brasileiro e um dos fundadores do Garantia e do Pactual, para uma conversa sobre bastidores, histórias pessoais e as operações que marcaram a história do Brasil.   Com uma criação simples, pouco estudo formal e uma capacidade única de enxergar oportunidades e talentos onde ninguém via, Luiz Cezar construiu uma trajetória que passa pela criação de dois dos maiores bancos de investimentos do país, pela relação com nomes como Jorge Paulo Lemann, Beto Sicupira, André Esteves e Paulo Guedes, e por operações que mudaram o mercado e entraram pra história.   Na conversa, ele abre o jogo sobre os erros e acertos nos negócios, o desgaste com parceiros, os diferenciais de quem chegou ao topo vindo de baixo, e os bastidores das famosas festas para mais de mil pessoas. Também fala sobre como contratar, quais características formam um profissional de sucesso, como enxergou a ambição de André Esteves ainda jovem, e o que recomenda a quem sonha em ser banqueiro hoje.   Um episódio sobre mercado, mas também sobre vida, resiliência, excelência e a história de um homem que revolucionou o mercado sendo barbudo, cabeludo, de cachimbo e camisetinha Hering. 

ONDE ENCONTRAR VALOR NUM MUNDO CADA VEZ MAIS DISRUPTIVO Neste episódio do Stock Pickers, Lucas Collazo recebe Dato Netto, CIO da Tuesday Capital, para uma conversa sobre investimentos, valuation, mercados ilíquidos, inteligência artificial e as estratégias de quem opera dos EUA a Tóquio sem passagem de volta. Um convidado que esteve no episódio 9 de Stock Pickers, em 2019, e retorna agora na edição 336. Com uma carreira que começou nos anos 1990, Dato mergulhou na tesouraria, trabalhou com M&A nos Estados Unidos, participou da venda do Modal para a XP e fez um IPO na última leva de aberturas de capital no Brasil, em 2021. Hoje, à frente da Tuesday Capital, ele busca oportunidades em mercados maduros, com acesso a capital e teses que atravessam fronteiras. Na conversa, Dato fala sobre como encontrar espaço num mercado com o futuro previsivelmente delicado, com volatilidade e disrupção constantes. Ele explica como avalia empresas - inclusive num pedaço de guardanapo, como estrutura investimentos ilíquidos fora do Brasil, onde o acesso a capital é maior, e como traz essas teses para um mercado mais desafiador como o brasileiro. Um papo sobre mercado, mas também sobre olhar para onde ninguém está olhando. 

Scott and Mandy from Red Radio Productions join us to talk about their journey from a living room podcast to landing a streaming deal with WLOX — and everything in between.

ATENÇÃO: ESTE EPISÓDIO ESTÁ COM O ÁUDIO ORIGINAL EM INGLÊS. SE QUISER CONFERIR UMA VERSÃO LEGENDADA EM PORTUGUÊS DA CONVERSA, ASSISTA AO EPISÓDIO EM: https://www.youtube.com/@StockPickersUMA INDÚSTRIA QUE CRESCEU RÁPIDO DEMAIS E A VISÃO DE QUEM ESTÁ DENTRO DE UMA DAS MAIORES GESTORAS DO MUNDO  Neste episódio especial do Stock Pickers, Lucas Collazo recebe diretamente dos EUA a presença de Logan Nicholson, diretor e gestor de fundos de Private Credit da Blue Owl, para uma conversa sobre o mercado de private credit: um dos temas mais quentes e controversos de Wall Street.   Com um episódio gravado na Expert XP 2026, Logan explica por que o crédito privado americano virou alvo de questionamentos de grandes bancos, como a Blue Owl enxerga o risco de defaults e má precificação, e por que a inteligência artificial - mais do que uma ameaça - pode ser o maior canal de distribuição e monetização para o software corporativo dos próximos anos. Logan ainda discute a competição entre gestores e explica por que a Blue Owl, um dos maiores players do mercado no mundo, está de olho no Brasil como mercado estratégico para diversificar sua base global de investidores.   Um episódio para quem quer entender o que está realmente acontecendo no mercado que mais cresceu - e mais gerou debate - nos últimos anos.  Quer ver mais conteúdos da Expert XP 2026? Confira a seleção do Stock Pickers dos melhores painéis e debates do maior festival de investimentos do mundo: https://www.youtube.com/playlist?list=PLKMyjSfLbYRM   

FLÁVIO E CAIADO FORAM CONFIRMADOS CANDIDATOS - E AGORA?Lucas Collazo e os gurus Andrew Reider (WHG) e Christian Keleti (Alphakey) se reúnem para um bate-papo ao vivo sobre inteligência artificial, eleições, impacto na economia real, histórias pessoais e as principais reflexões depois da Expert XP 2026, que reuniu grandes nomes do mercado e da sociedade em um dos maiores eventos de investimentos do Brasil. O episódio conta com a presença especial de Rafael Sales, diretor-presidente da ALLOS, que trará as perspectivas sobre o cenário macro e também conversará um pouco sobre histórias de vida e experiências dentro do mercado.A conversa passa pelo que ficou da Expert XP, pelas visões sobre IA e tecnologia aplicada ao mundo real, pela leitura do cenário político e eleitoral e pelos impactos concretos sobre empresas, setores e decisões de investimento.Um papo direto, com visões diferentes, sobre mercado, tendências, gestão, risco e oportunidades.Se você acompanha Aftermarket, Expert XP, Stock Pickers, InfoMoney, investimentos, macroeconomia, IA, eleições e economia real, essa live é para você.Acompanhe ao vivo!AfterMarket é o novo programa do Stock Pickers, que traz, todo mês, os principais bastidores de mercado, visões de longo prazo, histórias curiosas e aquelas conversas que normalmente não cabem dentro do pregão!

This week, Brittany sits down with viral comedian and bestselling author Laura Clery to talk about everything behind the laughs. Laura shares the inspiration behind her new book, the realities of addiction and divorce, finding herself again after heartbreak, and why motherhood changed everything. Plus, the two connect over raising kids on the autism spectrum, navigating public scrutiny, and using comedy to survive life's biggest challenges.Please support the show by checking out our sponsors!K12: See how K12 Powered Schools can help unlock your child's full potential. Enroll online today at K12.com/brittanyTempo: For a limited time, Tempo is offering my listeners SIXTY PERCENT OFF your first box! Go to TempoMeals.com/REALITYHITSApartments.com: Discover Your New Home at apartments.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

MAIS DE 40 ANOS DE MERCADO, UMA VISÃO AFIADA SOBRE BRASIL E UMA CARTEIRA CADA VEZ MAIS GLOBAL   Neste novo episódio de Stock Pickers, Lucas Collazo recebe Alfredo Menezes, CEO e CIO da Armor Capital, para uma conversa que mistura história, macro, Bolsa, câmbio, tecnologia e grandes lições de alguém que viu a indústria financeira brasileira nascer, amadurecer e mudar de cara várias vezes.   Entre os temas, Alfredo fala sobre o avanço dos ETFs, o impacto da inteligência artificial sobre setores inteiros da economia e explica por que acredita que os bancos podem ser os maiores vencedores dessa transformação. Num episódio cheio de opiniões fortes, Alfredo também passa pelo cenário macro do Brasil, pelas eleições de 2026, pelo pessimismo com o ambiente político e comenta os setores de que mais gosta na B3, os que evita — com destaque para sua visão crítica sobre construtoras — e traz uma leitura particularmente rica sobre câmbio, uma de suas especialidades.   Um episódio sobre mercado, mas também sobre experiência, disciplina, ciclos e sobrevivência. Daqueles em que a tese importa - mas a bagagem conta ainda mais.  

Method Man and his wife celebrate 25 years of marriage; Andrew Gillum denies drug use; 90s fine footballer Maduka Okoye is (allegedly) a fuccboi; UPDATE on Sister Fawn/ Uncle Nearest and her friend-of-the-family CFO who went rogue Hosted on Acast. See acast.com/privacy for more information.

ETF VIROU UMA DAS FORMAS MAIS SIMPLES E EFICIENTES DE INVESTIR — E A INDÚSTRIA AINDA ESTÁ LONGE DO LIMITE   Neste episódio de Carteiros do Condado, Lucas Collazo e Davi Fontenele recebem Leonardo Vasques, Portfolio Manager na XP Asset Management, para uma conversa completa sobre ETFs.   Ao longo do programa, eles explicam o que é um ETF, como esse produto funciona na prática, o que o investidor encontra hoje no mercado brasileiro e quais os paralelos mais importantes com a indústria dos Estados Unidos, onde os ETFs ganharam escala e se tornaram peça central nas carteiras.   A conversa também passa pelos grandes números do setor, pelas vantagens de diversificação, liquidez, praticidade e custo, e pelos motivos que fazem tanta gente apostar que essa é uma indústria com muito espaço para crescer nos próximos anos.   

In this episode, author and farmer Megan Neubauer gives us pointers on where to find our first you-pickers for our farm.   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.

 A INTELIGÊNCIA ARTIFICIAL É A MAIOR OPORTUNIDADE DA NOSSA GERAÇÃO PARA GANHAR DINHEIRO?    Neste novo episódio de Stock Pickers, Lucas Collazo recebe Marcio Appel, sócio-fundador e CEO da Adam Capital, um gestor fora da curva para uma conversa sobre os grandes temas que devem mover os mercados nos próximos anos: inteligência artificial, dólar, Estados Unidos, China, juros, inflação e Brasil.   Ao longo do episódio, Appel explica por que acredita que a IA ainda está no começo de uma revolução econômica capaz de multiplicar produtividade, lucros e valor de mercado, discute a força estrutural da economia americana e argumenta que o mercado continua fazendo a pergunta errada ao comparar EUA e China.  Conheça as apostas de um gestor sem medo de entrar em polêmicas - e que tem um faro único para oportunidades!  

POR QUE WALL STREET ESTÁ OSCILANDO TANTO: E O QUE ISSO TEM A VER COM IA, BIG TECHS E A POLÍTICA DE DONALD TRUMP   Nesta edição do Stock Pickers, Murilo e José Rocha, da Dahlia, analisam os resultados do primeiro semestre em Wall Street, os movimentos mais recentes do mercado americano e as transformações que já chegaram — e ainda devem chegar — com a inteligência artificial.   A conversa passa pelas oscilações das big techs, pelos impactos de energia, semicondutores, data centers e infraestrutura na corrida da IA, além de discutir quem pode sair vencedor nessa nova fase do mercado global.   O episódio também mergulha na política econômica de Donald Trump, na tese de uma nova ordem mundial baseada em dólar fraco e nos eventos recentes que reforçam essa visão. No bloco macro, entram ainda temas como Selic, projeções de inflação, política monetária, eleições e sinais vindos do Polymarket e dos bastidores do mercado financeiro.   

ENTRE ELEIÇÃO, JUROS E RISCO FISCAL, O MERCADO TENTA SEGUIR REMANDO   Gustavo Salomão, sócio-fundador e CIO da Norte Asset Management, é o convidado desta edição do Stock Pickers. Ao lado de Lucas Collazo, ele fala sobre o cenário macro, a disputa eleitoral, a percepção do mercado sobre uma eventual mudança de governo e o papel do fiscal na precificação dos ativos.   O episódio também explora a fase atual da B3, as expectativas para a Selic, as opções da Norte em Bolsa e por que está cada vez mais difícil operar short no ambiente atual. Com 32 anos de experiência no mercado financeiro, Salomão faz paralelos com outros momentos críticos da economia brasileira e traz reflexões sobre como navegar em um mercado mais sensível a política, juros e confiança.   

MESMO COM A SELIC ALTA, O MERCADO DE CRÉDITO SEGUE COM OPORTUNIDADESNeste episódio do Stock Pickers, Marcelo Urbano Dias, gestor de crédito privado multiestratégia da XP Asset Management, analisa o momento atual do mercado de crédito e explica como investidores estão navegando um ambiente de Selic elevada, spreads atrativos e maior seletividade na concessão de crédito.Em um cenário de juros altos e incertezas econômicas, entender o futuro do mercado de crédito pode ser uma das chaves para encontrar as melhores oportunidades dos próximos anos.

O MERCADO MUDOU RADICALMENTE EM 2026 - O QUE MAIS PODE VIR POR AÍ?Stock Pickers segue explorando o mercado de crédito privado, nesta edição com Eduardo Alhadeff, sócio e gestor da Ibiúna, que analisa a reviravolta do cenário macro até agora e seus impactos sobre crédito, juros, spreads, empresas e investidores.Ao longo da conversa, ele discute como a percepção sobre política e eleições passou a influenciar os preços dos ativos, os efeitos dos juros elevados sobre companhias endividadas, o aumento dos pedidos de recuperação judicial e os desafios enfrentados por nomes conhecidos do mercado, como Raízen e Braskem.Também falamos sobre o avanço das bets na economia brasileira, o comportamento do consumo das famílias e por que alguns dos "credissauros" mais experientes do mercado enxergam oportunidades justamente em um ambiente de maior incerteza.

Happy Pride everyone! Welcome to pcmc, your one-stop shop for non-toxic fandom and pop culture ephemera. On today's all-new full episode, Mike is joined, once again, by Anthony, and together they review new trailers, talk about what they're currently reading/watching/consuming, and confess their current pop culture obsessions. Topics in today's show: Teenage Sex and Death at Camp Miasma (2026), Tony (2026), Resident Evil (2026), Wildwood (2026), analogue horror, needle drops in trailers, Grady Hendrix, The Peanuts, audiobooks, How to Kill a Witch: The Patriarchy's Guide to Silencing Woman (book), David Allan Greer, Margo's Got Money Troubles, Tales from the Crypt, box office tracking, rewriting The Crucible, the continued downfall of Alamo Drafthouse, and much, much more! If you like what you hear, please subscribe to wherever you get your podcasts.find us everywhere @PCMCpod

In Italy, Georgia Meloni's coalition government gained power on an anti-immigration political platform. But faced with low birth-rates and a dwindling workforce, the prime minister has had to be pragmatic. Over the next two years, hundreds of thousands of temporary visas are being offered to migrant workers, mainly from Asia and sub-Saharan Africa, to help fill the gaps. In the far south of Italy, one of the country's poorest regions, Calabria, is famous for its citrus fruit, and thousands of farms need workers to pick their produce. Some of the migrant workers live in terrible conditions. Lizzy McNeill reports on what the reality is on the ground.

OS FIDCS ESTÃO MUDANDO O MERCADO DE CRÉDITO, MAS TAMBÉM ESCONDEM ARMADILHASNeste episódio do Stock Pickers, João Peixoto Neto, CEO e fundador da Ouro Preto Investimentos, explica por que os FIDCs ganharam espaço no mercado brasileiro e como a descentralização do crédito está mudando a relação entre bancos, gestoras e investidores.Ao longo da conversa, o gestor mostra como funciona um FIDC na prática, os riscos escondidos que muita gente ignora e por que o dinheiro está cada vez mais saindo dos grandes bancos em busca de novas oportunidades. 

Lee and Daniel are joined this week by returning guests Wick and Robby to talk about the 1970s car chase film that defined the genre, "Vanishing Point" (1971), directed by Richard C. Sarafian. The hosts talk about its impact on chase movies, and how decidedly different it is from a lot of the ones that followed, bringing up the amazing stunt work and deeper themes it touches upon. Lee and Wick also talk about recent watches. Hitch a ride with us, we're stomping the gas pedal to the floor and heading for oblivion on our own damn terms! "Vanishing Point" IMDB  Check out Wick's excellent art work here.  Lee on Bluesky, Instagram, and Letterboxd.    Listen to Daniel punch Nazis on the I Don't Speak German podcast. Catch Daniel on Bluesky and support his Patreon.    Featured Music: "Welcome to Nevada" by Jerry Reed & "Freedom of Expression" by The J. B. Pickers.

DJAMU's founder Elizabeth McCLean shares her story of empowering Indonesia's waste picker communities to create impactful upcycled products. - Pendiri DJAMU, Elizabeth McCLean, membagikan cerita perjuangannya memberdayakan komunitas pemulung di Indonesia untuk menciptakan produk daur ulang yang berdampak positif.

Get 15% off OneSkin with the code ODDCAST at https://www.oneskin.co/oddcast #oneskinpod #sponsored   Today's Oddcast - Pin Settin' Rag Pickers (Airdate 4/20/2026)   Before machines took over, people had some seriously strange jobs—and we mean strange. From kids resetting bowling pins to human “computers” and even body snatchers, we discuss the wildest jobs that somehow used to be normal.   The Bob & Sheri Oddcast: Everything We Don’t, Can’t, Won’t, and Definitely Shouldn’t Do on the Show!

MONSTER PARTY HAS A LIST OF GRIEVANCES. NOW THERE'S A SHOCK!!! JAMES GONIS, SHAWN SHERIDAN, LARRY STROTHE, and MATT WEINHOLD have a Jason Voorhees-sized axe to grind with a whole series of genre-related annoyances. We're so ticked off that we decided to have a beastly bitch-fest that we're calling… MONSTER PARTY'S BONE PICKERS!!! The cast of MONSTER PARTY has never been shy when it comes to "bones to pick" about certain aspects of their individual monster kid experience. Whether it's Comic-Con exclusive hoarders, film logic flaws, or the age-old slow zombie versus fast zombie debate, we'll call it like we see it. But despite our occasional impromptu rants, sometimes it's not enough. So, for us to maintain our overall childlike wonder during these difficult times, what we needed was an episode that was all about venting! Join us for a hosts-only edition of MONSTER PARTY, where we take aim at a number of hot-button issues, including movie theater vs. home theater, ridiculously expensive autographs, Bava film tampering, scantily clad Leia canceling, Disney gouging, James Cameron cat hate, wondrous website bios, and soooo much more! MONSTER PARTY HAS A BEEF! IF ONLY IT WAS GERRIT GRAHAM FROM THE PHANTOM OF THE PARADISE. LOOK IT UP, PEOPLE!

Louie looks at the 10 types of brackets pickers according to The Athletics then a "Listen In" A&M DC - Lyle Hemphill.Things wrap up with out monthy beer RECOMMENDATIONS from Alan Ward of Brigadoon Brewery.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  For decades, investors have been told what stocks to buy by TV personalities, analysts, and now social media influencers — but at what cost? In this episode, Chris exposes the risks of blindly following market “experts,” revisit infamous stock calls from the dot-com bubble to the financial crisis, and explain why investing isn't one-size-fits-all. From hype-driven predictions to real financial consequences, learn why smart investing requires strategy — not stock tips.

Elizabeth Sherman and Ryan Hardison started out as a couple. Then started tinkering with bluegrass music. Then the pandemic hit and they began recording multitracks of cover songs at home.  As you may have guessed by now, that led to another step, then another and the duo heads into 2026 as Brand New Box of Matches, a bluegrass group with no fewer than three studio albums and an ever-growing list of both original and cover tunes in their repertoire.  We sat down with Elizabeth and Ryan recently to learn more about their journey from music lovers to more serious, full-time musicians, their musical backgrounds and tastes, songwriting and a lot more. The Knoxville, Tennessee-based pair just announced a 2026 tour that includes a number of festivals and appearances sure to grow the fan base and get their music out there. Roots Music Rambler was tickled to be an outpost to help tell that story.  Also in this episode, Frank and Falls talk about upcoming Roots Music Rambler “Backstage” episodes that will be shorter, informal catch-up interviews with various artists when the opportunities present themselves. The two also share this week's Pickin' the Grinnin' choices for new music recommendations. Frank calls out Durham, N.C.'s alt-country band Fust while Falls shares his new fascination with West Virginia songwriter Olivia Ellen Lloyd.  Watch the Episode on YouTube Download the episode and subscribe at rootsmusicrambler.com, watch the full episode on YouTube, or download wherever you get your podcasts.  Also be sure to help spread the love of the show with Roots Music Rambler's new merch, now available at rootsmusicrambler.com/store. Authentic t-shirts, hats and stickers are now available.  Buckle up for The Hoe-Down and the Throw-Down! It's a new episode of Roots Music Rambler. Notes and links:  Brand New Box of Matches Online   Brand New Box of Matches on Spotify Brand New Box of Matches on Instagram   The Roots Music Rambler Store Roots Music Rambler on YouTube Roots Music Rambler on Instagram Roots Music Rambler on TikTok Roots Music Rambler on Facebook Jason Falls on Instagram Jason Falls on TikTok Francesca Folinazzo on Instagram Pickin' the Grinnin' Choices Fust Olivia Ellen Lloyd Subscribe to Roots Music Rambler on YouTube, Spotify, Apple Podcasts, GoodPods or wherever you get your podcasts. Theme Music: Sheepskin & Beeswax by Genticorum; Copyright 2026 - Falls+Partners. All music on the program is licensed by ASCAP, BMI and SESAC. Roots Music Rambler is a member of the Americana Music Association. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 65 North Pickers are a high-energy bluegrass quartet that fuses the drive of traditional bluegrass with the exploratory spirit of jam band im-provisation. Their high-energy performances feature incredible original compositions that merge bluegrass with the nostalgic vibes of classic festival music, where the essence of the grateful dead meets the psy-chedelic flair of Jimi Hendrix. with listeners dancing out of their chairs and captivated by the music. Next week will be an unforgettable night of music and conversation with the 65 North Pickers!

Brace for a rockier year due to mid-terms, says Thomas J. Hayes. While he expects index investors to see "underwhelming" results in 2026, stock pickers who watch for cyclical changes in healthcare and tech could see higher returns. When it comes to trades Thomas is watching, he likes dental tech through the Dentsply Sirona ETF (XRAY), Albemarle (ALB), and GXO Logistics (GXO). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Mardi Bras

This is an early preview to the back half of this weekend's show.  In this energy-focused interview, we are joined by Josef Schachter, Founder and Editor of the Schachter Energy Report and author of the Eye On Energy report (now on Substack). Josef breaks down a volatile 2025 for oil and natural gas and lays out why 2026 could mark a major inflection point - especially for disciplined stock pickers. With oil prices ending 2025 near cycle lows but select energy equities quietly delivering outsized gains, this conversation digs into what really mattered last year and where the best opportunities may lie in the year ahead.   Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

This episode was recorded on November 16th, 2025 at the Culture Center Theater in Charleston, WV. The lineup includes Russell Moore & IIIrd Tyme Out, Jack Blocker, Cole Quest & The City Pickers, Courtney Hartman, The Critton Hollow String Band. https://bit.ly/451Cjin

 What an amazing conversation we had with Cole Quest of Cole Quest and the City Pickers.  We talked about their latest album “Home Grown,” how Cole serves as the band leader and band member, and their performance on the famous Mountain Stage!  Rooted in tradition yet driven by a restless New York energy, Cole Quest and The City Pickers are carrying bluegrass forward with wit, warmth, and originality. Led by dobro player, songwriter, and vocalist Cole Quest — grandson of folk icon Woody Guthrie —the band has carved out a singular place in today's roots music landscape.    Their latest album, Homegrown (Jalopy Records, 2025), produced by Grammy Award–winning engineer Steve Rosenthal, brings the band's journey into full focus. The record weaves four new originals with reimagined takes on songs by John Hartford, Peter Rowan, and Woody Guthriehimself, linking Cole's own creative voice with his grandfather's enduring legacy. No Depression hailed it as “an album that deftly moves the legacy of Woody Guthrie along in all the right ways.” Critics like Songlines (UK), Glide Magazine, and the Berkshire Eagle have noted how the bandhonors its lineage while commanding its own path. Their broad recognition includes a Bluegrass Standard cover (August 2025) and a feature in Bluegrass Unlimited.   Formed by friends with a shared love of bluegrass, Quest first pulled the Pickers together in 2017 to record their debut self-titled project at the legendary Magic Shop studio. They went on to release their acclaimed EP Self [En]Titled on Omnivore Records in 2021. Over the years, they've won the Podunk Bluegrass Festival band competition, toured Germany multiple times, and shared stages with artists like Billy Strings, Sierra Hull, and Tony Trischka.  Be sure to check Cole and the city pickers out here:   Website: colequest.com  Band Camp: Cole Quest and the City Pickers  FB: Cole Quest and the City Pickers  IG: citypickers  YouTube: Citypickers  

Hosts Peter and Cecil dig into the surprising Louvre robbery — a bold cherry-picker smash-and-grab pulled off during museum hours. They speculate on how the thieves managed it, whether inside help was involved, and what really happens to stolen crowns and gems once they disappear into the black market. The conversation drifts (as always) into everyday oddities — from finally remembering a long-forgotten Netflix movie to puzzling over the unpredictable world of YouTube audiences. That Don't Sound Right is a podcast about talking the way we did before the internet — when all the expertise lived in the people having the conversation. If you find yourself thinking “that don't sound right,” you're one of us. #Podcast #ThatDontSoundRight  #TDSRpodcast #LouvreHeist #TrueCrimeTalk #HeistStories #MuseumRobbery #CulturalMysteries #YouTubeLife #FunnyPodcast #ConversationPodcastConnect with us:

In this episode of Mining Stock Education, host Bill Powers interviews Joe Mazumdar, editor of Exploration Insights, about managing a junior mining stock portfolio during a bull market. They discuss strategies for obtaining alpha, the impacts of global supply chain fragmentation, and financing dynamics in the mining sector. Joe shares insights on the advantages and risks of investing in early-stage projects, the critical metals trend, and the influence of artificial intelligence on mining stock due diligence. The conversation delves into financing challenges, jurisdictional risks, major developments with companies like Newmont and Barrick, and the potential of lithium and other critical metals in the market. Joe Mazumdar is editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company. 00:00 Introduction 00:39 Interview with Joe Mazumdar: Market Insights 00:59 Managing Junior Mining Portfolios 04:17 Equity Market Dynamics and Financing 06:21 Risks and Strategies in Junior Mining Investments 12:23 Success Stories and Jurisdictional Risks 16:39 Critical Metals and Government Involvement 27:04 Artificial Intelligence in Mining Stock Analysis 31:07 Conclusion and Final Thoughts Joe Mazumdar's website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Sandra, Mark, and Drew make their football picks for the weekend, and no-one takes Falcons, Dawgs, or Jackets?

A round-up of the main headlines in Sweden on October 8th 2025. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio. Presenter/Producer: Kris Boswell.

Cole Quest & The City Pickers are a bluegrass band from Brooklyn, and if that surprises you, well, the fact is New York City has had a long, strong bluegrass scene going back to the 1950's. Cole Quest draws on that tradition, and his own family tradition - he's the grandson of the folk icon Woody Guthrie – in originals and updated versions of Guthrie tunes. Cole Quest & The City Pickers shred with high-spirited energy and that high lonesome sound, in-studio. Set list: 1. Where I'm From 2. Early Morning Dew 3. I Ain't

Virtual lists are one of the most powerful and flexible techniques in FileMaker, giving developers the ability to generate custom reports, create dynamic pickers, and display complex data without storing it in fields.The team breaks down the essentials, like how global variables and JSON arrays feed into unstored calculations, how scripts can define headers and build arrays with SQL or looping, and why this approach is so effective for reporting and beyond.We also look at advanced use cases, from scaling large data sets and handling character limits to applying conditional formatting, integrating with WebViewer for interactive tables, and exploring Kevin Frank's MD5-hashed window method for running multiple virtual lists at once.

Virtual lists are one of the most powerful and flexible techniques in FileMaker, giving developers the ability to generate custom reports, create dynamic pickers, and display complex data without storing it in fields. The team breaks down the essentials, like how global variables and JSON arrays feed into unstored calculations, how scripts can define headers and build arrays with SQL or looping, and why this approach is so effective for reporting and beyond. We also look at advanced use cases, from scaling large data sets and handling character limits to applying conditional formatting, integrating with WebViewer for interactive tables, and exploring Kevin Frank's MD5-hashed window method for running multiple virtual lists at once. 

In the final hour of the Chase & Big Joe Show, the guys share their predictions on who the guest picker might be for College Game Day. Could Dolly be the picker? Later in the hour, Big Joe brought up Xavier Restrepo. Should the Titans bring him up? To end the show as always, the guys played What Day Is It and Celebrity Birthdays. 

Democrats never really lost their love and reliance on slave labor plus the right's absurd fantasy that Barack Obama will be arrested. 

Democrats never really lost their love and reliance on slave labor; plus, the right's absurd fantasy that Barack Obama will be arrested.

In this wild and hilarious episode of Bone to Pick, comedians Robert Kelly and Paul Virzi unleash a barrage of grievances ranging from prison-tatted waiters to Fourth of July neighborhood snitches. With unfiltered honesty and razor-sharp wit, the duo dives into fan-submitted "bones to pick" and exposes the absurdities of modern life—from meditating in parking lots to hot dog competition etiquette. Packed with rants, roasts, and raw laughs, this episode captures the chaotic brilliance of two comics at the top of their game. Whether it's a backyard fireworks war turned political feud or a ShopRite cashier pushing the limits of handoff etiquette, no petty annoyance is safe. It's real talk for real people—ridiculous, relatable, and riotously funny. Subscribe, buckle in, and prepare to pick a bone of your own. Support the show & start your free online Hims visit today at https://www.hims.com/BONE Join the Patreon: https://www.patreon.com/bonetopickcast  

A Seattle man tried to gouge a Queen Anne business owner’s eyes out. Washington cherry growers are having a hard time finding people to pick the fruit. The LA Dodgers are claiming that they denied ICE agents access to the stadium, but ICE denies they were even there. // LongForm: GUEST: The manager of a business in Seattle’s Belltown neighborhood on the dangerous conditions she has to deal with on her block everyday. // Quick Hit: Actor Mark Ruffalo had some choice words for Trump at a ‘No Kings’ rally. Harris Faulkner takes Whoopi Goldberg to task for comparing the United States to Iran.

Description: This month's JHBC selection, The Berry Pickers, by Nova Scotian author Amanda Peters has found a particularly receptive audience within book club communities, including the Jen Hatmaker Book Club, for exploring universal human emotions and experiences, and for  examining unique cultural perspectives.  By masterfully blending her father's compelling stories as a Maine berry picker with her own extensive career in Indigenous governance, The Berry Pickers delves into a unique and original plot surrounding a Mi'kmaw family that grapples with the corrosive effects of guilt and shame, and the possibility of redemption. Peters reveals how the debut novel initially took shape as a short story, but as the beautifully-flawed characters and tendrilled themes began to unfold, the narrative organically expanded into the full-fledged novel that it is now, which has been translated into an impressive 22 languages and has been awarded the Andrew Carnegie Medal for Excellence in Fiction.  Thought-provoking Quotes: I couldn't have written this story when I was 21 because I didn't have all of the life experience that I have now. – Amanda Peters Fiction readers are just better people because literature is about the human condition; it helps us develop empathy.  – Amanda Peters I love the writing process. I love creating a story. I love that high you get when you get it just right, when a sentence does exactly what I want it to do. – Amanda Peters Resources Mentioned in This Episode: The Berry Pickers: A Novel by Amanda Peters - https://amzn.to/4hAYfUM Waiting for the Long Night Moon: Stories by Amanda Peters - https://amzn.to/4hGNTTw John Steinbeck books - https://amzn.to/4c1B1pJ John Steinbeck Center - https://steinbeck.org/ Andrew Carnegie Medal for Excellence in Fiction - https://www.ala.org/carnegie-medals/2024-winners Pearly Everlasting: A Novel by Tammy Armstrong - https://amzn.to/420or5r All the Young Men by Ruth Coker Burks - https://amzn.to/420oT3D What Strange Paradise: A novel by Omar El Akkad - https://amzn.to/4kXs8l6 Guest's Links: Website - https://amandapetersauthor.com/ Instagram - https://www.instagram.com/amandapetersauthor/ Twitter - https://x.com/amandapetersaut?lang=en Connect with Jen! Jen's Website - https://jenhatmaker.com/ Jen's Instagram - https://instagram.com/jenhatmaker Jen's Twitter - https://twitter.com/jenHatmaker/ Jen's Facebook - https://facebook.com/jenhatmaker Jen's YouTube - https://www.youtube.com/user/JenHatmaker The For the Love Podcast is presented by Audacy. 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