Podcasts about Prologis

What You'll Learn:Why orchestration platforms are the future of 3PLs, and how they outperform legacy WMS systems.The real ROI of small automation solutions for 3PLs with low upfront costs.How to evaluate fulfillment tech and avoid costly pilot mistakes.What the Greenfield vs. Brownfield debate means for your automation strategy.Why incremental scaling is the best approach for implementing automation in 3PLs.How AI and robotics are transforming the supply chain and fulfillment operations.Key takeaways from Promat and other industry conferences on next-gen warehouse tech. Highlights: [00:00:00] – Introduction to the episode & guest introductions[00:06:13] – The evolution of decision-making with AI[00:10:30] – Why orchestration-first is replacing WMS in modern warehouses[00:13:52] – Evaluating fulfillment tech and avoiding common pitfalls[00:18:10] – The ROI of small-scale automation for 3PLs[00:30:00] – Greenfield vs. Brownfield for automation—where should you start?[00:34:32] – Closing thoughts on smart scaling and what's next for 3PLsQuotes: [00:06:39] “So I can spend 10%, 15% of my time compiling, and theoretically 80% of my time thinking. And that's going to be a game changer for us as an industry.” — Will O'Donnell[00:10:56] “The warehouse of the future is automation, robots, and an orchestrator. Not just a WMS.” — Erhan Musaoglu[00:19:18] “Innovation happens when you remove constraints. And a lot of constraints are self-imposed.” — Will O'Donnell[00:27:00] “Don't underestimate the simple solutions that are usually the best.” — Marv Cunningham  About the Guests: Will O'Donnell — Global Head of Corporate Development at Prologis & Managing Partner of Prologis Ventures. Will leads investment into emerging supply chain tech with a macro lens on real estate and fulfillment convergence. https://www.linkedin.com/in/will-odonnell-553aa0a/Marv Cunningham — Global Head of Operations, Essentials at Prologis. Formerly of Amazon and GXO, Marv brings deep operational expertise and a track record of warehouse optimization at scale. https://www.linkedin.com/in/marvcunningham/Erhan Musaoglu — CEO of Logiwa. A serial WMS builder, Erhan now focuses on orchestration-first fulfillment software that integrates robotics, AI, and warehouse logic. https://www.linkedin.com/in/erhanmusaoglu/ Subscribe and Keep Learning!If you're a logistics leader looking to scale sustainably, don't miss out! Subscribe for more expert strategies on tackling modern supply chain challenges.Be sure to follow and tag the eCom Logistics Podcast on LinkedIn and YouTube

NAIOP SoCal's CREative Talk with Tim Jemal dives deep into the journeys of CRE leaders and legends. The podcast is packed with insights and inspiration on the boundless possibilities of commercial real estate. In the latest episode, Tim is joined by Megan Creecy-Herman President West Region, Prologis.

A data center project by Prologis did not get zoning approval from Kosciuszko County Commissioners on Tuesday, meaning the project is effectively dead. And Roche Diagnostics is making a big investment in North America, which means dollars and jobs for Indiana.

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Trump mag die FED nicht. Börse mag den Streit nicht. DHL liefert nicht. Tesla produziert nicht. Prologis sieht sich als Profiteur der Zölle. CATL überholt BYD. Huawei liefert bald KI-Chips. Adani baut Rechenzentren. Bitcoin und Gold steigen. Novo Nordisk (WKN: A3EU6F) hat sich in den letzten Monaten mehr als halbiert. Ist ein Investment hier ein No-Brainer? Tenet Healthcare (WKN: A1J5US) ist der Traum eines jeden McKinsey-Beraters. Krankenhäuser verkaufen. Ambulante Zentren eröffnen. Die Folge: Mehr Umsatz, mehr Flexibilität, weniger Kosten. Diesen Podcast vom 22.04.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

As earnings season picks up, we're starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs. (00:21) Jason Moser and Matt Argersinger discuss: - Everything that's been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior. - Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis. (19:11) We're entering the age of sophisticated robotics. Daniela Rus – author of The Heart and The Chip and The Mind's Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded. (33:31) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Daniela Rus Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit. (00:21) Anthony Schiavone and Mary Long discuss Nvidia's $5.5 billion charge and earnings from Prologis. Then, (12:31), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI's impact on the cybersecurity space. Companies mentioned: NVDA, PLD, AOT Host: Mary Long Guests: Anthony Schiavone, Ricky Mulvey, Kevin Simzer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

US bourses finished mixed with futures thereafter pressured after NVIDIA flagged 5.5bln of charges.White House said over 15 trade deal proposals are being considered and some could be announced soon.DXY gave back some of Tuesday's strength, EUR/USD back above 1.13 and Cable above 1.3250 into UK CPI.USTs paused for breath after gains sparked by Treasury officials, Bunds rebounded and JGBs retested 141.00Crude benchmarks lackluster, XAU hit another record high while base peers followed the risk tone lowerLooking ahead, highlights include UK CPI, US Retail Sales, NZ CPI, BoC Policy Announcement, Speakers including Fed's Powell, Cook, Hammack, Logan & Schmid, BoC's Macklem & Rogers, Supply from Germany & US.Earnings from Heineken, US Bancorp, Abbott, Progressive, Travelers, Prologis, Autliv, Citizens, First Horizon, Alcoa, Barratt Redrow, Moncler, Brunello Cucinelli & Lindt.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China is said to be open to talks if US President Trump shows respect, via Bloomberg sources; China wants Trump to rein in cabinet members and show consistency; wants US talks to address concerns on Taiwan and sanctions.White House said over 15 trade deal proposals are being considered and some could be announced soon.European indices downbeat, but some upside seen on source reports that China is open to talks, albeit with conditions; ASML -5% after poor Q1 results amid trade uncertainty.US equity futures lower and NQ underperforms with NVDA down 5.9% after it expects a USD 5.5bln hit due to export controls.USD is softer vs. G10 peers. Support from a conciliatory trade report proved to be fleeting.Fixed is underpinned by the risk-off tone, though off best given the latest China sources.Crude reverses losses on China sources, base metals hit on US' critical mineral investigation; gold tops USD 3,300/oz.Looking ahead, US Retail Sales, NZ CPI, BoC Policy Announcement, Speakers including Fed's Powell, Cook, Hammack, Logan & Schmid, BoC's Macklem & Rogers, Supply from the US.Earnings from US Bancorp, Abbott, Progressive, Travelers, Prologis, Autoliv, Citizens, First Horizon, Alcoa.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode of the Industrial Advisors podcast, Bill Condon and Matt McGregor review the significant market trends of Q1 2025 and offer projections for Q2. They discuss the strong return of capital markets, notable deals, and fluctuating vacancy rates across various submarkets such as South Seattle, Kent Valley, and Pierce County. The podcast also covers large tenant move-ins and move-outs, increases in port activity, and a bullish outlook on investment sales. The episode provides a detailed analysis of market dynamics that influence industrial real estate, investor sentiment, and future expectations.   00:00 Market Rebound and Q2 Outlook 00:43 Introduction to the Podcast 00:47 Q1 2025 Review: Dynamic Factors 00:59 Capital Markets and Absorption Trends 02:25 South Seattle Vacancy and Market Rates 03:23 Market by Market Statistics 07:34 Investment Sales and Market Activity 09:53 Conclusion and Future Outlook   You can find every episode of this show on Apple Podcasts, Spotify or YouTube, For more, visit industrialadvisors.com

Tim Arndt still remembers the urgency in the air when AMB Property Corporation decided to merge with Prologis at the height of the financial crisis. It was, as he describes, “a merger of equals,” but Arndt tells us that, in the end, it was the legacy management of AMB that would lead the newly formed Prologis.The “equal” nature of the deal belied a deeper reshuffling of leadership, with AMB's team rising to steer the new entity and Arndt finding himself on the CFO path.Fresh from this integration, Arndt tells us, he learned one of his most valuable lessons: staying agile and raising your hand for new opportunities is critical when your environment is in flux. He found himself immersed in evolving structures, from investor relations to strategic funding, honing a flexible leadership style that balanced risk management with forward-thinking vision.Today, as CFO of Prologis, Arndt credits this experience for shaping his strategic mindset. By leaning into the complexities of merging companies—where cultures, processes, and people collide—he discovered that strong financial leadership isn't just about spreadsheets and metrics; it's about stewarding a newly formed organization toward stability and growth. That early trial taught him to embrace change rather than fear it, which is precisely how he continues to guide Prologis into future opportunities.

It's Thursday, March 20th, 2025. This is Nelson John, let's get started.  Market Rally Continues, Mid- & Small-Caps Shine Indian markets extended their winning streak for the third straight session, with the Sensex closing 148 points higher at 75,449 and Nifty 50 reclaiming 22,900. However, the real momentum was in mid- and small-cap stocks, which surged over 2%, adding nearly ₹5 lakh crore in investor wealth. “The market's positive momentum is backed by valuations,” said Vinod Nair of Geojit Financial Services, though global uncertainties persist. While Shriram Finance and HDFC Life led the gains, ITC and Tech Mahindra lagged. Analysts expect rangebound movement, with support at 22,600 and resistance at 23,100. Trump Organization Enters India's Commercial Realty Market After four luxury residential projects, the Trump Organization is launching its first commercial venture in India—Trump World Center Pune. Partnering with Tribeca Developers and Kundan Spaces, the ₹1,700 crore office complex will span 1.6 million sq. ft. with a premium retail boulevard. “There's a dearth of premium office spaces in India,” said Tribeca's Kalpesh Mehta. With record-high leasing in Pune's commercial market, experts believe Trump's entry will reshape the city's office landscape. Prologis Bets Big on India's Warehousing Boom Global warehouse giant Prologis is investing $500 million in India by 2026 to develop large warehousing parks. “The market is underserved, and there's massive potential,” said Prologis CIO Joseph Ghazal. With major clients like Amazon, the firm is expanding in Delhi, Mumbai, Pune, Bangalore, and Chennai. It has already secured 270 acres for projects in Chennai and Bengaluru. As India's Grade A warehousing sector grows, Prologis may eventually expand into data centers. RBI's Balancing Act on the Rupee With the rupee depreciating 2.1% in 70 days under Governor Sanjay Malhotra, the RBI faces a tough choice—intervene or let markets decide. “The uncertainty around Trump's policies is a key factor,” said economist Madan Sabnavis. India's $654 billion forex reserves provide a cushion, but too much intervention could distort market dynamics. Former RBI Governor Duvvuri Subbarao cautioned, “Excessive intervention could make markets reliant on the RBI.” India Builds Tur Buffer to Curb Inflation To stabilize tur (pigeon pea) prices, the government is targeting a 1-million-tonne buffer for FY26. With production up 3% to 3.5 million tonnes, procurement has reached 200,000 tonnes so far. Despite an MSP of ₹7,550 per 100 kg, market prices fluctuate between ₹7,000-7,600. Imports from Mozambique and Myanmar help bridge the demand gap. The government has allocated ₹4,019 crore under the Price Stabilization Fund to maintain supply and control food inflation.

Honored to be joined by Doug Kiersey again as we jump into Doug provides insights on current valuation trends, interest rates, and market dynamics. He notes that although interest rates have stabilized around 4.25%, the spread between industrial cap rates and treasury yields remains narrow, compelling investors to rely on rent growth rather than appreciation for returns. Doug anticipates moderate rent growth in 2025, driven by constrained supply due to significantly reduced development activity. We also cover challenges in the industrial sector, including overbuilt big-box warehouses in certain markets and potential pressures on vacancy rates. Doug emphasizes investing in high-quality, infill assets with sustainable competitive advantages. They also explore challenges such as power capacity constraints, the rise of automation, and political opposition to industrial developments.About Doug:Douglas A. Kiersey, Jr., is CEO and President of Dermody and oversees all of the company's operations and strategic initiatives including capital formation, acquisition, development, and investment management activities. He is a member of the Dermody Properties Advisory Board and chairs the company's Executive and Investment Committees. Since Mr. Kiersey joined the company in 2011, Dermody has developed and acquired industrial logistics assets with an aggregate value in excess of $10 billion.Mr. Kiersey has more than 35 years of experience in logistics properties in major U.S. markets. Prior to joining Dermody, he spent 17 years at Prologis in various senior roles. Prior to joining Prologis, Mr. Kiersey worked at Cushman & Wakefield for 11 years.Mr. Kiersey earned his Bachelor of Science degree in business administration from Oregon State University, and an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University where he is an occasional guest lecturer and a member of the Kellogg Real Estate Advisory Council. He is also a member of the Urban Land Institute (ULI) and the Society of Industrial and Office Realtors (SIOR). Among other distinctions, Mr. Kiersey was elected Captain of the Palisades Elementary School Safety Patrol where he learned early lessons in risk management.Dermody website: https://dermody.com/News!Dermody Properties—a diversified private equity investment management company focused exclusively on the national logistics real estate sector—is pleased to announce it has adopted a concise new name, Dermody. The streamlined name better reflects how the company is commonly recognized in the industry, and positions Dermody for continued growth, expansion and innovation.--

Welcome back to another episode of Dealmaker Diaries! Today, we have an absolute legend in the world of real estate development—someone with over 57 years of industry experience who has shaped skylines and transformed communities.Joining us is Luis A. Belmonte, a principal at Seven Hills Properties, where he has played a pivotal role in retail, multifamily, and industrial developments across California, Oregon, and Nevada. But that's just scratching the surface.Luis was also a founding partner and Executive VP at AMB Property Corporation—now the global giant Prologis—where he spearheaded major projects worldwide. Beyond real estate, he's a U.S. Navy veteran, an insightful author, and a wealth of knowledge when it comes to navigating the ups and downs of the market.Today, we'll dive into his decades of experience, lessons learned, and the strategies that have made him a powerhouse in the industry. So buckle up—this i

Welcome to The Cashflow Project! Today, we're joined by Luis Belmonte, a real estate developer with 57+ years of experience in retail, multifamily, and industrial projects. As a principal at Seven Hills Properties and former executive at Prologis, Luis has led major developments across the U.S., Mexico, Japan, and Singapore. He shares lessons on market adaptability, interest rates, and staying true to your niche. Whether you're an investor or entrepreneur, this episode is packed with insights. Tune in now!

Melinda McLaughlin, global head of research at Prologis, Inc . (NYSE: PLD), was a guest on the latest episode of Nareit's REIT Report podcast. She discussed broad trends impacting logistics today, including global trade, delivery speeds, new construction, e-commerce, rising barriers to supply, standout global markets, and more.McLaughlin said 2025 looks set to be a “solid year” for both consumption and global trade, based on strong labor markets. E-commerce, meanwhile, is “absolutely gaining market share in all of our markets around the world,” she noted.At the same time, there's been a lack of construction for the largest logistics buildings since 2022, McLaughlin pointed out. “Today, and looking at 2025 as a whole, we see deliveries down 35% year over year for all types of logistics real estate, but that number is a 65% decline for bulk buildings, so really setting the stage for demand and supply to rebalance and maybe even have some scarcity in certain markets.”

Pháp không muốn bị thụt lùi so với Mỹ và Trung Quốc trong cuộc đua Trí tuệ Nhân tạo - AI. Tuần lễ và Thượng đỉnh Hành động về AI - đồng tổ chức với Ấn Độ - ở Paris là cơ hội để Pháp bảo vệ chủ quyền kỹ thuật số, đặc biệt với những thông báo quan trọng của tổng thống Emmanuel Macron : 109 tỉ euro đầu tư vào AI tại Pháp, quảng bá "sản phẩm Pháp" - chatbot Le Chat của Mistral AI, hiện trở thành đối tác của nhiều tập đoàn lớn. Trong ba ngày sau khi được tổng thống Pháp quảng bá trong buổi trả lời phỏng vấn với đài France 2 (ngày 09/02), Le Chat trở thành ứng dụng được tải nhiều nhất trên Apple Store. Ứng dụng Pháp, cạnh tranh với ChatGPT của Mỹ và DeepSeek của Trung Quốc, đã tóm tắt buổi phỏng vấn của tổng thống Macron theo yêu cầu của RFI Tiếng Việt :« Trả lời phỏng vấn đài France 2, tổng thống Emmanuel Macron thông báo khoản đầu tư lớn 109 tỉ euro trong lĩnh vực AI tại Pháp. Quỹ này được hình thành từ nhiều nguồn đóng góp khác nhau, trong đó có Ả Rập Xê Út, Canada, nhiều doanh nghiệp Pháp và nước ngoài.Tổng thống Macron cũng nhấn mạnh tầm quan trọng của việc quản lý AI toàn cầu, nói rằng mọi nội dung do phần mềm AI tạo ra phải được xác định rõ ràng. Ông kêu gọi một chiến lược AI đầy tham vọng, ở cả cấp độ Pháp và châu Âu, với các mục tiêu xã hội, kinh tế và ngoại giao.Tổng thống cũng nhấn mạnh đến chatbot “Le Chat”, do công ty khởi nghiệp Mistral AI của Pháp phát triển, đồng thời kêu gọi người dân Pháp tải xuống. Ứng dụng này được giới thiệu là đối thủ cạnh tranh của ChatGPT.Cuối cùng, ông Macron bày tỏ sự lạc quan về tác động của AI đối với việc làm, tin rằng sự phát triển của công nghệ sẽ giải phóng thời gian bằng cách phân công các nhiệm vụ lặp đi lặp lại, giúp "đưa yếu tố con người trở lại" trong các mối quan hệ ».Điểm đặc biệt là Le Chat dẫn ngay các nguồn được sử dụng ngay dưới câu trả lời để người sử dụng dễ kiểm chứng. Và ứng dụng Le Chat khẳng định trả lời được bằng tiếng Việt và sử dụng các nguồn tiếng Việt.Pháp “chán” phải chạy theo Mỹ và Trung QuốcKhoản đầu tư 109 tỉ euro trong vòng 5 năm tới được tổng thống Macron thông báo nhằm mục đích giúp Pháp duy trì « cuộc đua về Trí tuệ Nhân tạo », « sáng tạo những giải pháp, những công nghệ riêng, nếu không, sẽ bị phụ thuộc vào những nước khác » :« Chúng ta (Pháp và châu Âu) có những lợi thế tuyệt vời. Phải nói là tất cả các nước đều bị trễ so với Hoa Kỳ và Trung Quốc. Do đó, về đào tạo, chúng ta có những quan hệ đối tác, như với Ấn Độ, một cường quốc về đào tạo Trí tuệ Nhân tạo. Chúng ta đã đào tạo 40.000 thanh niên trong lĩnh vực Trí tuệ Nhân tạo nhưng con số này sẽ tăng lên thành 100.000 người. Chúng ta cũng có những nhà khoa học về dữ liệu, những nhà toán học. Pháp có rất nhiều tài năng. Và đó là một sức mạnh to lớn. Nhưng Pháp cũng bị thụt lùi về các trung tâm dữ liệu, có nghĩa là khả năng tính toán. Để làm được việc này, cần phải có những siêu máy tính, thu thập khối lượng dữ liệu lớn. Và cần khẩn trương thực hiện. Do đó, tôi muốn thông báo tối nay rằng châu Âu và Pháp sẽ thúc đẩy tiến trình này. Pháp thông báo tại Thượng đỉnh Hành động về Trí tuệ Nhân tạo 109 tỉ euro đầu tư vào lĩnh vực AI trong những năm tới. Đây là chuyện chưa từng có. Khoản đầu tư này tương xứng với những thông báo của Mỹ về quỹ Stargate với 500 tỉ đô la đầu tư. Trong số các nhà đầu tư, Các Tiểu Vương Quốc Ả Rập Thống Nhất đầu tư vào một trung tâm dữ liệu lớn ở Pháp. Ngoài ra còn có những quỹ đầu tư lớn của Mỹ, Canada cùng với rất nhiều doanh nghiệp Pháp ». Đọc thêm : AI : Bài toán khó để Pháp và Liên Âu không bị loại khỏi bàn cờ quốc tế về Trí tuệ Nhân tạoCụ thể, theo trang Les Echos, Quỹ MGX của Các Tiểu Vương Quốc Ả Rập Thống Nhất đầu tư 50 tỉ euro xây dựng một trung dữ liệu lớn có công suất 1 GW. Trên tổng số 20 tỉ euro đầu tư vào AI tại Pháp, quỹ đầu tư Canada Brookfieal dành 15 tỉ euro để xây dựng nhiều trung tâm dữ liệu, trong đó có một trung tâm có công suất 1 GW ở Cambrai, nơi trở thành phòng thí nghiệm ở miền bắc Pháp. Theo điện Elysée, « những dự án này cho thấy lực hấp dẫn của Pháp, cũng như chất lượng mạng lưới điện và đường truyền internet, đủ lớn và vững chắc để tiếp nhận tất cả những nhà máy về AI trong tương lai ».Ngoài ra, rất nhiều dự án xây dựng mới liên quan đến AI cũng được các quỹ đầu tư Fluidstack của Anh, Equinix, Digital Realty và Prologis của Mỹ, Evroc của Thụy Điển, Sesterce của Pháp lần lượt thông báo tại Thượng đỉnh Hành động về AI. Công ty khởi nghiệp Mistral AI, chủ sở hữu Le Chat, cũng thông báo « đầu tư vài tỉ euro » vào một trung tâm dữ liệu lớn, được đặt tại Saclay, khu đại học nổi tiếng ở tỉnh Essonne, ngoại ô Paris.Le Chat - cạnh tranh với DeepSeek và ChatGPT Phần mềm Le Chat là sản phẩm của Mistral AI, start-up được cho là còn non trẻ so với những đối thủ. Arthur Mensch, từng làm việc cho Google và DeepMind và hai cộng sự Guillaume Lample và Timothée Lacroix, từng làm việc cho Meta, thành lập Mistral AI tháng 04/2023 và đã kêu gọi được đầu tư hơn 6 tỉ euro. Bộ trưởng Kinh Tế Éric Lombard không ngần ngại quảng bá cho « sản phẩm Pháp » là đã chuẩn bị một buổi phỏng vấn nhờ ứng dụng Le Chat. Cách thực hiện giống như « kiểu đóng vai », theo giải thích của nhà sáng lập Arthur Mensch khi trả lời phỏng vấn đài France 2 ngày 10/02 :« Le Chat có thể tìm những câu hỏi ở đâu ư ? Phần mềm Le Chat thông minh, nên cô đọng được kiến ​​thức nhân loại. Le Chat biết y học là gì, lịch sử là gì và truyền thông là gì. Le Chat cũng biết tất cả các ngôn ngữ nên có thể dùng ứng dụng này để dịch mọi thứ. Và khi bạn đưa ra chỉ dẫn, chẳng hạn như tôi phải chuẩn bị cho một cuộc phỏng vấn, Le Chat có thể giải thích chuẩn bị một cuộc phỏng vấn như thế nào, hình dung ra những câu hỏi và giúp chuẩn bị. Đó là một ví dụ có có thể truyền tải nhanh trong giáo dục. Ví dụ một sinh viên ngành toán hay triết học có thể nhờ Le Chat đặt câu hỏi ôn tập và về lâu dài là để củng cố kiến thức của mình. Đúng là có trường hợp gian lận, nhờ Le Chat làm hộ bài tập. Nhưng cần phải đặt câu hỏi là tại sao phải làm bài tập ? Đó là để học hỏi điều gì đó. Cho nên cần phải coi trí tuệ nhân tạo mà Le Chat cung cấp là một cách học nhanh hơn, không phải để gian lận. Cần phải giữ đúng mục đích chính của việc làm bài tập, chứ không đề cao vào thành phẩm cuối cùng ». Đọc thêm : Trí tuệ Nhân tạo và những rủi ro khó có thể kiểm soátPháp cần tập thể để cạnh tranh Trước khi diễn ra Thượng đỉnh Hành động về Trí tuệ Nhân tạo, Pháp cũng như Liên Hiệp Châu Âu hứng cú sốc DeepSeek. Ông Bruno Bonnell, tổng thư ký France 2030 - kế hoạch tài chính của Pháp về khả năng cạnh tranh - thừa nhận : « DeepSeek giống như lời cảnh tỉnh mà chúng ta cần ». Mô hình AI tạo sinh từ Trung Quốc được quảng bá ít tốn kém hơn rất nhiều nhưng hiệu quả hoàn toàn không kém nếu so sánh với những khoản tiền khổng lồ được đổ vào các tập đoàn AI của Mỹ.Arthur Mensch, nhà đồng sáng lập công ty Mistral AI, giải thích Le Chat, được khởi động cùng lúc với DeepSeek của Trung Quốc, có lợi thế về chi phí thấp hơn so với những ứng dụng của Mỹ. Điều này cho thấy Pháp cũng như châu Âu có điều kiện tham gia cuộc đua AI :« Tôi nghĩ châu Âu có vai trò thực sự, đặc biệt là vì có nguồn nhân tài đặc biệt đáng chú ý, điều này cho phép chúng ta hiệu quả hơn nhiều so với các đối thủ cạnh tranh ở Mỹ trong việc xây dựng công nghệ, với chi phí ít hơn. Vì thế phải vun đắp lợi thế này và cũng tương tự như vậy trong môi trường AI. Quá trình này sẽ được xây dựng nhanh hơn nếu các công ty châu Âu nhận ra rằng họ có lợi khi hợp tác với các doanh nghiệp châu Âu khác để đẩy nhanh lộ trình Trí tuệ Nhân tạo của mình. Và vì thế châu Âu thực sự có vai trò quan trọng với phần còn lại của thế giới. Ví dụ, chúng tôi đã mở chi nhánh tại Singapore và có những khách hàng đầu tiên ở đó. Có thể thấy là có một cơ hội thực sự, không phải của Mỹ và không phải của Trung Quốc ». Đọc thêm : Trí tuệ Nhân tạo : Hủy hoại hay thân thiện với môi trường ?Dù được cho là phong phú nhưng hệ sinh thái công nghệ châu Âu vẫn còn khiêm tốn so với những gã khổng lồ Trung Quốc và Mỹ. Theo Les Echos, chỉ cần nhìn vào những định giá toàn cầu lớn nhất để thấy châu Âu vắng bóng như thế nào. Pháp, nơi có khoảng 750 start-up về AI với 35.000 người làm việc trong lĩnh vực này, không giấu tham vọng muốn đứng đầu Liên Âu về AI. Tuy nhiên, khi trả lời RFI ngày 10/02, bà Anne Bouverot, đặc phái viên của tổng thống Pháp về Thượng đỉnh Hành động về Trí tuệ Nhân tạo, lưu ý đến tinh thần « tập thể » :« Có những chuyện người ta không thể làm một mình. Dĩ nhiên Pháp có tham vọng đứng đầu về Trí tuệ Nhân tạo và Pháp có nhiều lợi thế. Người ta nói đến Mistral hoặc các công ty khởi nghiệp như Hugging Face, poolside, Pigment… có tầm quan trọng trong lĩnh vực AI, cũng như những tài năng, những nhà nghiên cứu, kĩ sư một cách rất ấn tượng. Chúng ta có vị thế tốt về Trí tuệ Nhân tạo. Nhưng khi nhìn vào những khoản đầu tư cần thiết để phát triển AI thì có rất nhiều việc phải làm theo tập thể, ở tầm mức châu Âu ».Tổng thống Macron muốn Pháp và Liên Hiệp Châu Âu tiến nhanh theo « mô hình tái thiết nhà thờ Đức Bà Paris » trong 5 năm, huy động mọi nguồn lực để bù khoảng thời gian chậm trễ so với Mỹ và Trung Quốc. Theo chuyên gia Charleyne Biondi, Viện Montaigne, châu Âu hiện chỉ chiếm 18% trung tâm dữ liệu trên thế giới, chưa đầy 5% trong số này là thuộc về các doanh nghiệp châu Âu, phần còn lại đều thuộc về các đại tập đoàn Mỹ như AWS, Google và Microsoft Azure. Ngày 11/02, chủ tịch Ủy Ban Châu Âu Ursula von der Leyen công bố một « chiến lược châu Âu về AI » với ngân sách 200 tỉ euro, mục đích là để « tăng tốc », « đơn giản hóa quy định » và « tăng cường thị trường chung duy nhất », cùng với nhiều biện pháp khác.

948: Prologis, the world's largest logistics real estate company, is undergoing a transformation focused on utilizing AI-powered supply chains, smart warehouses, and real-time analytics at scale. With 1.2 billion square feet of logistics space and $220 billion in assets under management, Prologis is integrating AI, real-time analytics, and cloud computing to enhance operational efficiency and drive innovation in logistics. In this episode, Prologis CTO Sineesh Keshav joins Peter High to discuss how the company is leveraging AI-driven insights, automation, and advanced data analytics to optimize logistics operations. He also shares insights into Prologis' ambitious renewable energy strategy, including its goal to deploy 1 gigawatt of solar and storage by 2025 and its approach to scaling technology infrastructure across a rapidly growing enterprise.

► Get a free share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn't guarantee future results. ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: Who's been playing FC25 in Bolton Wanderers mode? Find out on this week's PlayingFTSE Show! Monzo – the bank that Steve and Steve have owned for what seems like ages – has been making noises about going public. But will it list in London, or in the US?  A lot of UK companies have been listing in the States recently, but Steve D is hoping for a London IPO. Is this one for the AIM or the main market? J.D. Wetherspoon's has released its latest trading update and Steve W thinks it's… fine. Like-for-like sales growth is decent enough, but only really in line with the industry.  The company has no realistic price competition from its rivals, but supermarkets are the big challenge. So how will the firm cope with higher tax and NI contributions? From the AIM, Steve D's investment in Ashtead Technology is starting to pay off. But nobody on our show is quite sure why.  Revenues are set to come in marginally ahead of expectations, with EBITA (no D) up. Surely that's not enough to set the stock off, though… is it? We haven't talked about FTSE 250 dividend aristocrat Spectris on the show before – but that might have been a mistake. The stock has been bouncing back off its lows recently.  It's in the precision measurement space and Steve D knows it from work. But Steve W has concerns over the impact of weak demand from China and its implications for profits. Prologis is still the biggest publicly-listed real estate investment trust (REIT) – we checked. It's heavily exposed to some promising trends that are emerging, but it's cheap right now. With a lower cost of capital than its rivals, the firm is well-positioned to make it through a period of normalising demand. So could it be one for either Steve to buy right now? Steve W has been looking at the latest results from Associated British Foods. It's underwhelming across the board, but especially when it comes to Primark.  Despite this, the stock looks cheap right now. And it might be that the retailer's results – disappointing as they are – could justify the entire market cap by itself… We're always interested in Netflix on this show. And Steve D has been looking at a very impressive performance from the world's leading streaming platform.  Revenue growth has been picking up and margins are widening, greeting great unit economics. And with its competitive position getting stronger, is it too late to buy the stock? Only on this week's PlayingFTSE Podcast! ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show... ► Timestamps: 0:00 INTRO & OUR WEEKS 7:05 MONZO IPO 12:20 JD WETHERSPOONS 17:32 ASHTEAD TECH 23:00 SPECTRIS 28:25 PROLOGIS 35:39 PRIMARK AND FRIENDS 48:33 NETFLIX ► Show Notes: What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

APAC stocks were mixed as the initial risk-on sentiment after US President Trump refrained from imposing tariffs on day one faded.US President Trump said he is thinking of 25% tariffs on Mexico and Canada and thinks that they will do it on February 1st.European equity futures indicate a lower cash open with Euro Stoxx 50 future down 0.4% after the cash market closed with gains of 0.3% on Monday.DXY is attempting to recoup some of its recent losses, CAD lags, antipodeans soft, EUR/USD back below 1.04.Looking ahead, highlights include UK Jobs, German ZEW, Canadian CPI, NZ CPI (Q4), Supply from Germany, Earnings from Charles Schwab Corp, D.R. Horton, KeyCorp, 3M, Fifth Third Bancorp, Prologis, Netflix, United Airlines, Capital One Financial Corp, Abrdn & Ericsson.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are modestly firmer, US futures edge higher with the RTY outperforming ahead of the first full day of trade as Trump returns to office.USD bounces back from Monday's selling as tariff threats loom; the Loonie underperforms as Trump signals tariffs on Canada & Mexico.Benchmarks have pared initial early morning upside, with USTs a little firmer whilst Bunds dip into the red.Crude and base metals on the backfoot amid Trump tariff rhetoric.Looking ahead, Canadian CPI, NZ CPI (Q4), Earnings from Charles Schwab Corp, D.R. Horton, KeyCorp, 3M Company, Fifth Third Bancorp, Forestar Group Inc., Prologis, Netflix, United Airlines, Interactive Brokers Group Inc, Seagate Technology plc, Progress Software Corp., Capital One Financial Corp.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Reaccionamos a todas las medidas anunciadas por Trump con el foco puesto en el sector energético y vistazo a 3M, Prologis y Netflix. Con Ricardo Tomás, de Inversis Gestión SGIIC.

What You'll LearnData-Driven Decisions: How to transform raw data into actionable insights for customer success.Sustainability in Action: Prologis' science-based goals and their roadmap to net-zero emissions.Talent Management: Strategies for attracting, retaining, and empowering top-tier logistics professionals.Future-Proofing with Innovation: Preparing for drone technology, automation, and evolving customer needs.Customer-Centric Leadership: Building trust and collaboration through meaningful partnerships.Highlights[00:00:23] – Scott Marshall reflects on a career rooted in customer-centricity and operational excellence.[00:05:45] – Prologis' approach to deploying $100M weekly and staying agile amidst global scale.[00:11:45] – The transformative power of data aggregation and AI in understanding customer needs.[00:16:30] – The 4% real estate decision that influences 50% of customer operational costs.[00:22:15] – Preparing for drone deliveries: what logistics leaders should anticipate.Quotes[00:00:00] “The more data I can get from these interactions and then use AI… I can paint a picture of what's next.” – Scott Marshall[00:05:45] “We deploy $100M of capital every Monday. Staying agile and customer-focused is key.” – Harshida Acharya[00:08:30] “If you take care of your team, they're going to take care of your customers.” – Scott Marshall[00:17:15] “We aim to add columns to the spreadsheet that our competitors simply can't match.” – Scott MarshallAbout the GuestScott Marshall serves as the Chief Customer Officer at Prologis, the world's largest developer of logistics real estate. With a career spanning private development, institutional leadership, and service-side experience, Scott brings unparalleled expertise in integrating customer intelligence with innovative logistics solutions. Subscribe and Keep Learning!If you're a logistics leader looking to scale sustainably, don't miss out! Subscribe for more expert strategies on tackling modern supply chain challenges. Be sure to follow and tag the eCom Logistics Podcast on LinkedIn and YouTube

Jeff Foster of Prologis talks strength of industrial real estate market

Welcome to The Wealth Architect Podcast! Today, we're thrilled to have Luis A. Belmonte with us. Luis is a real estate developer with over 40 years of experience, specializing in retail, multifamily, and industrial projects across California, Oregon, and Nevada. He's a founding partner of what's now Prologis, a U.S. Navy veteran, and the author of Real Estate 101, Street Dog MBA, and Street Dog Negotiator. Today, he's here to share his insights on real estate, business, and negotiation. Let's dive in—welcome, Luis! Reach Luis:  lbelmonte@7hp.com  or his book:  Real Estate 101, Street Dog Negotiator and Street Dog MBA.

Enjoy this conversation with Louis Belmonte. Louis, now with 7 Hills Properties, spent many years developing industrial real estate for AMB, now called ProLogis. In this conversation, Jonathan and Louis cover the staggering evolution of industrial, lessons from coming up with AMB, where he believes the market is headed, and why he does not invest in industrial right now. Connect with Louis:https://www.7hp.com/Louis on AmazonClick to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Ryan Dobratz, from Third Avenue Funds, stops by The Business Brew to discuss Third Ave's real estate strategy.  Ryan discusses the benefits of focusing on real estate operating companies over REITs, the potential of investments like CBRE, challenges in the office market, and the outlook for residential real estate. They also discuss investment strategies in the residential market, opportunities in Fannie Mae and Freddie Mac, and Dobratz's personal career journey.    00:00 Welcome to the Business Brew  00:03 Introducing Ryan Dobratz and Third Avenue Funds  00:39 Disclaimer and Financial Advice Warning  01:44 Starting the Conversation with Ryan Dobratz  02:46 Ryan's Career Journey and Early Influences  05:51 Joining Third Avenue and Moving to New York  08:24 Strategic Move to Austin and Real Estate Insights  09:38 Challenges and Opportunities in the Office Sector  13:10 Investing in Real Estate Services Companies  15:02 Philosophy on NAV and Investment Strategies  23:55 Preference for C Corps Over REITs  28:11 Prologis and Industrial Real Estate  35:21 Public vs. Private Real Estate Investments  39:46 Incentives and Behavioral Finance in Private Markets  40:18 Active vs Passive Investing in Real Estate  42:57 Third Avenue's Real Estate Strategy  46:27 Residential Real Estate Investments  59:46 Fannie Mae and Freddie Mac: A Deep Dive  01:18:01 Challenges and Opportunities in Tower REITs  01:22:06 Conclusion and Final Thoughts 

Luis Belmonte is the Founding Partner of Seven Hills Properties, a company focused on retail, multifamily, and industrial real estate development. With over 50 years in the industry, Luis was a key figure at AMB Property Corporation (now Prologis), where he led the development program and expanded the company into new markets, including Mexico. He also spent 16 years with Lincoln Property Company, overseeing the development of 18 million square feet of industrial space in Northern California. A US Navy veteran, Luis is also the author of several books on real estate, including Real Estate 101, Street Dog MBA, and Street Dog Negotiator. In this episode… Economic downturns often create uncertainty in real estate, making it difficult to predict market trends and make informed decisions. What strategies can help investors stay ahead and secure profitable deals in these tough times? According to Luis Belmonte, a real estate developer with over five decades of experience, the key lies in maintaining resilience and mastering negotiation strategies. He highlights that the party that cares the least often holds the most power in any negotiation. By remaining indifferent and willing to walk away from deals that don't meet your objectives, you gain leverage. Luis also stresses the importance of keeping debt low and staying flexible with market conditions to avoid being forced into unfavorable deals. His approach shows how having the right mindset and financial discipline can help investors weather downturns and still come out ahead. In this episode of The Same Day Podcast, host Yoni Schmidt speaks with Luis Belmonte, Founding Partner of Seven Hills Properties, about navigating tough real estate markets with resilience and negotiation strategies. Luis shares his tips on thriving in uncertain times, using street-smart tactics in negotiations, and the importance of timing in real estate pivots. He also offers practical advice on avoiding too much debt and the value of starting small to reduce risk.

► Get a free share! This show is sponsored by Trading 212! Sign up now and get a FREE fractional share worth up to £100! Use the signup code below to claim your reward. Start your investing journey today with commission-free investing for everyone from Trading212. https://www.trading212.com/Jdsfj/FTSE ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: Who has Steve W been meeting this week? Find out on this week's PlayingFTSE Show! Earnings season is in full swing, but it's not just the US that the Steves have been looking at. There's news from the UK and Europe as well to pay attention to. In quickfire news, Steve D has updates from Prologis and Money Supermarket. One is a big REIT getting the job done and the other is just waiting to come to life. Still. Steve W's contributions this week are CSX and Primary Health Properties. The former is falling after earnings and the other is going nowhere slowly after a capital markets day. Shares in ASML fell significantly after the latest earnings update. The main cause for concern is a decline in the number of net bookings, but Steve D is a buyer of the weakness in the stock. The business has been seeing a little bit of a drop off during a more cautious period for its customers. But reports of the death of AI seem to be greatly exaggerated for this company. Netflix stock jumped 10% after its latest earnings update. And while margins are encouraging, Steve W thinks it's to do with strong revenue growth after a steady decline since 2019. On top of this, the sales growth is encouraging at a time when consumer spending is weakening elsewhere. So could Netflix be something people trade down – rather than up – to? The latest update from LVMH has been relatively disappointing. The company had been fairly resilient against lower consumer spending, but that's come apart lately. Steve D has the latest news – and Diageo shareholders might also want to take note. But a family business with a strong track record could be a good choice for the long term. After a profits warning last month, Rentokil's Q3 trading update surprised investors by not being terrible. The non-US part of the business has actually been growing quite well. The company is focusing on its integration plans for Q4 to get the US division functioning. So is the wait finally over for shareholders who have been looking for results since 2022? Only on this week's PlayingFTSE Podcast! ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show. ► Timestamps: 0:00 Intro & Our Weeks 5:41 Quickfire News Prologis 8:20 Quick CSX 10:52 Quick Money Supermarket 13:16 Quick Primary Health 17:07 ASML Update 33:36 Netflix 44:40 LVMH 56:08 Rentokil ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

With China's recovery failing to materialize, and Israel vowing to not strike Iran's oil targets, energy prices are under pressure. Why we could see $50 oil in the near-future. The health care name one strategist is treating like a growth stock. And the action, the story, and the trade on United Airlines, J.B. Hunt, and Prologis in Earnings Exchange. 

Luis Gutiérrez, en su primera entrevista desde la compra, habla de su apuesta por la resiliencia industrial de México y espera los primeros pasos del nuevo Gobierno en el sureste. Además, por qué voltear a Norteamérica en este momento, según la US Mexico Foundation. 

New digital labels being trialled by British supermarkets could soon mean that yellow discount stickers have a limited shelf life - Will Bain finds out how it might work.The boss of the UK's biggest warehousing company, Hamid Moghadam of Prologis, says UK planning regulations need to be torn up to help Britain grow.And the latest update from the conflict in the Middle East.

Tens of thousands of dock workers in the US walk out in a dispute over pay and automation. Will Bain hears from our North America business correspondent Michelle Fleury, who's at the port of Newark. We also hear how the dispute could affect global supply chains, and the CEO of one of the world's biggest warehouse firms, Prologis, on how it could affect them. In the Middle East, the Israeli military has been carrying out what it describes as limited, localised raids against Hezbollah across its border with Lebanon. We hear from a Lebanese economist on how the Middle East's economy is likely to react, and hear about a jump in oil prices following the US' announcement that there are signs that Iran is preparing to launch an imminent missile attack against Israel. Plus we're in Paris to find out about the city's fashion week - and the luxury market's challenges with declining sales.

La refinería de AMLO en acción ahora genera nuevas preguntas, se viene el portafolio industrial más grande de México, los gigantes dulceros quieren más poder y un minorista mexicano mira a la bolsa. 

The traders are making money and credit card delinquencies are hopefully plateauing. (00:21) Matt Frankel and Ricky Mulvey discuss: - Bank of America's comeback story. - What big financial institutions are counting on from the Fed. - Why commercial real estate giant Prologis is getting into the data center business. Then, (17:58) Motley Fool contributor Rachel Warren interviews Dhruv Nagrath, a director at Blackrock, about fixed income trends for investors to watch. Companies discussed: BAC, WFC, PLD, DLR Host: Ricky Mulvey Guests: Matt Frankel, Rachel Warren, Dhruv Nagrath Producer: Dylan Lewis Engineers: Desiree Jones, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Candela Casanueva, gestora de fondos de Renta 4 Gestora, repasa los resultados de Johson & Johnson, US Bancorp, Prologis y United Airlines.

Pleased to be joined by Doug Kiersey for part II of our discussion about industrial real estate. We jumped deeper into the current state of the market and discussed investor appetite, market values, trends and even made a few predictions! Here's part 1 if you missed it: • A Deep Dive into Industrial Real Esta... About: Douglas A. Kiersey, Jr., is CEO and President of Dermody Properties and oversees all of the company's operations and strategic initiatives including capital formation, acquisition, development, and investment management activities. He is a member of the Dermody Properties Advisory Board and chairs the company's Executive and Investment Committees. Since Mr. Kiersey joined the company in 2011, Dermody Properties has developed and acquired industrial logistics assets with an aggregate value in excess of $8 billion. Mr. Kiersey has more than 35 years of experience in logistics properties in major U.S. markets. Prior to joining Dermody Properties, he spent 17 years at Prologis in various senior roles. Prior to joining Prologis, Mr. Kiersey worked at Cushman & Wakefield for 11 years. Mr. Kiersey earned his Bachelor of Science degree in business administration from Oregon State University, and an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University where he is an occasional guest lecturer and a member of the Kellogg Real Estate Advisory Council. He is also a member of the Urban Land Institute (ULI) and the Society of Industrial and Office Realtors (SIOR). Dermody Properties website: https://dermody.com/ --

This week I had the honor of being joined by Douglas Kiersey, CEO & President of Dermody Properties. We had a fascinating chat about the industrial real estate market and Doug shared many great insights that he's gained from purchasing and developing over $8B worth of warehouses and distribution centers. About: Douglas A. Kiersey, Jr., is CEO and President of Dermody Properties and oversees all of the company's operations and strategic initiatives including capital formation, acquisition, development, and investment management activities. He is a member of the Dermody Properties Advisory Board and chairs the company's Executive and Investment Committees. Since Mr. Kiersey joined the company in 2011, Dermody Properties has developed and acquired industrial logistics assets with an aggregate value in excess of $8 billion. Mr. Kiersey has more than 35 years of experience in logistics properties in major U.S. markets. Prior to joining Dermody Properties, he spent 17 years at Prologis in various senior roles. Prior to joining Prologis, Mr. Kiersey worked at Cushman & Wakefield for 11 years. Mr. Kiersey earned his Bachelor of Science degree in business administration from Oregon State University, and an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University where he is an occasional guest lecturer and a member of the Kellogg Real Estate Advisory Council. He is also a member of the Urban Land Institute (ULI) and the Society of Industrial and Office Realtors (SIOR). Dermody Properties website: https://dermody.com/ --

Industrial remains a highly desirable asset class despite a cooling of demand and softened market fundamentals. Prologis' Melinda McLaughlin and CBRE's Chris Riley offer insights on the long-term prospects for the sector.Insights to Share: While the last 24 months have seen a slowdown of transaction activity in industrial markets, the long-term prospects remain solid.Conversions to industrial are typically viable where land comprises most of the total development costs, which usually are close to densely populated urban centers.Manufacturing and warehouse facilities have increased automation, adding technology that enables machinery to adapt to changes in the business.

Sustainable and Infrastructure Stocks Analysts Adore podcast: Covers stocks related to renewable energy, data infrastructure, waste management, retail, and others.   By Ron Robins, MBA Hello, Ron Robins here. So, welcome to this podcast episode 131 titled “Sustainable and Infrastructure Stocks Analysts Adore.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 4 article links below that time didn't allow me to review them here. ------------------------------------------------------------- 5 sustainable UK stocks that Fools love The stock picks in my first article, though from the UK, are likely available and applicable to investors globally. It's titled 5 sustainable UK stocks that Fools love. By Fools it's referring to the famous Fools investors, site, and is written by the The Motley Fool Staff and found at fool.co.uk. Here are some quotes from the article. “1. Croda International (LSE:CRDA) By Oliver Rodzianko. What it does: Croda International sustainably creates speciality chemicals to enhance products in a wide range of industries. Croda International has ‘committed to becoming the most sustainable supplier of innovative ingredients on the planet'… Not only is the company leading in environmental preservation efforts, but it's also making a handsome profit in the process. Over the past 10 years, the shares have grown 78% in price. It also has a net margin of 10%, which is great for its industry… Now, I must mention that in the past, it has faced legal action over negative effects on the environment from a plant it operated. There's some chance that something like this could happen again, which would be bad reputationally. But overall, this company looks very strong to me. I appreciate its efforts in getting toward a cleaner, safer work culture. 2. Gore Street Energy Storage Fund (LSE:GSF) By Royston Wild. What it does: Gore Street Energy Storage Fund invests in power retention assets across Europe and the US. This small cap invests in utility-scale power storage assets with the aim of providing regular dividend income to its shareholders. Today its objective is to provide annual dividends equivalent to 7% of net asset value (NAV) per ordinary share, or 7p per share, whichever is higher. It's a strategy that creates a chunky 5.1% dividend yield for the current financial year… At current prices I think the trust is worth serious consideration. At 60.3p per share, it trades at a whopping 43% discount to its estimated NAV. 3. Renewi (LSE: RWI) By Christopher Ruane. What it does: Renewi is a European waste management company that uses most of the waste collected for recycling or energy production. The share price has… grown by an impressive 72% over the past five years. Renewi shares trade on a price-to-earnings ratio of 12, which I think looks cheap. Whether that turns out to be the case depends partly on Renewi maintaining or growing its earnings. The past couple of years have been good, however the track record is inconsistent. The business is highly cash generative but has a net debt that outstrips its market capitalisation. That is a risk to long-term profitability. I like the business' clear strategic focus, its extensive operational footprint and its proven business model. I see long-term revenue growth opportunities. If the company can reduce its indebtedness, I think those revenues provide a solid basis for profitability. 3. Tesco (LSE:TSCO) By Mark David Hartley. What it does: British multinational high street supermarket chain selling groceries and general merchandise. Founded in London in 1919, Tesco is now one of the largest retailers in the world… Overall, it scores higher than most of its competitors when it comes to ESG. I think it strikes a good balance of committing to realistic sustainability efforts without threatening its bottom line. 4. The Renewables Infrastructure Group (LSE: TRIG) By Ben McPoland. What it does: The Renewables Infrastructure Group is an investment trust with a portfolio of onshore and offshore wind farms and solar parks in the UK and Europe. [It's] a FTSE 250 stock that I've been buying opportunistically over the past year. It's down 27% in two years. One silver lining to this falling share price is that the dividend yield now stands at 7.3%. And the forecast yield for this financial year is a very attractive 7.6%. Beyond the passive income potential, what I like here is the diversification in both assets (wind and solar farms and battery storage assets) and geography (six countries)… The shares are trading at a whopping 23.1% discount to the estimated value of the firm's assets. Overall, I think there is a lot of value on offer here for patient investors.” End quotes. ------------------------------------------------------------- 3 Data Infrastructure Stocks Poised to Soar on Skyrocketing Demand My second article appeared on the highly productive analyst site investorplace.com. It's titled 3 Data Infrastructure Stocks Poised to Soar on Skyrocketing Demand by Larry Ramer. Now some quotes from that article. “1. Akamai (NASDAQ:AKAM) announced that its content delivery network would start offering cloud-computing services. So, it seems that the company is turning into a de facto owner and operator of datacenters… With Akamai becoming a datacenter operator and benefiting from competitive advantages compared to most existing datacenters, its long-term outlook appears bright. Akamai has a low forward price-earnings ratio of 13.6 times. 2. Vertiv (NYSE:VRT) provides monitoring systems and power management products for datacenters. As a result, the company is ideally positioned to get a big boost from the proliferation of datacenters. Last quarter the company's orders soared 60% versus the same period a year earlier, bringing its backlog to a huge $6.3 billion. Further, its operating profit climbed 42% year-over-year. And if the firm's adjusted operating profit comes in at the midpoint of its guidance range, the metric will increase 28% compared with 2023. The company is also benefiting from AI-driven demand. Last month, prominent investment bank Oppenheimer started coverage of Vertiv stock with a $96 price target and an ‘outperform' rating. Oppenheimer referred to Vertiv as an AI infrastructure player… Vertiv's strong financial results and powerful, positive catalysts make it one of the top data infrastructure stocks to buy. 3. Arista Networks (NYSE:ANET) sells datacenter hardware, such as switches, routing products and VPNs. The company is well-positioned to gain market share in the $45 billion Ethernet network switches market. Its switches are able to integrate more easily into the most advanced chips than Cisco's (NASDAQ:CSCO) switches… Also importantly, Arista has a market-leading 35% share of the high-speed switching market, which are becoming much more prevalent in datacenters. Moreover, the latter trend is expected to intensify in the coming years.” End quotes. ------------------------------------------------------------- 2 Renewable Energy Stocks That Could Put You in the Green The third article is back to everyone's favorite sector with the title 2 Renewable Energy Stocks That Could Put You in the Green. It's by Demetris Afxentiou and found on msn.com. Now some of what he says about his picks. “1. Innergex Renewable Energy (TSX:INE) is one of those stocks that go unnoticed by investors… Innergex operates a portfolio of 85 facilities with a generating capacity of over 4,200MW. The company also has a backlog of projects in various stages of development comprising over 9,300MW of capacity… Innergex has taken an aggressive stance on expansion. Innergex has operations across North America, South America, and Europe. In terms of facilities, Innergex's portfolio comprises hydro, wind, and solar elements. While its portfolio of facilities also includes battery energy storage systems… Despite the company's aggressive growth and juicy dividend (more on that in a second), Innergex's stock is down 25% year to date… Still, the company remains a stellar long-term pick that also boasts a healthy 5.89% [dividend yield?], making it a great option for growth and income-seeking investors alike. 2. Brookfield Renewable Partners (TSX:BEP.UN) is an intriguing option worthy of mention. Brookfield Renewable currently has operations across 20 countries, boasting a well-diversified portfolio of wind, solar, and hydro facilities across those markets… That revenue stream is backed by long-term regulated contracts which often span decades. The company is also expecting to continue growing its portfolio through rate increases and expansion. Turning to income, Brookfield offers investors a juicy 5.22% yield. This fact, along with the expected growth of the renewable energy market alone, makes Brookfield a superb buy-and-forget candidate for almost any portfolio Throw in the substantial discount on the stock right now, which shows a 30% drop over the trailing 12-month period, and you have a great discounted buy.” End quotes. ------------------------------------------------------------- What are the best solar companies of 2024? And in the same theme is this article titled What are the best solar companies of 2024? It's by Tom Horton and found at cbsnews.com. “The best solar companies of 2024 offer quality equipment, budget-friendly financing options, and top-notch customer service. Take a look at our top picks below. Best overall: SunPower Best high-quality: Palmetto Solar Best referral program: Blue Raven Solar Most flexible financing options: Sunrun Most affordable: Tesla” End quotes. ------------------------------------------------------------- Responsible Investing, Rewarding Returns: 3 ESG Stocks to Feel Good About And my last article is this one titled Responsible Investing, Rewarding Returns: 3 ESG Stocks to Feel Good About. It's by Josh Enomoto and again found on investorplace.com. Here are some of Mr. Enomoto's comments on his picks. “1. Applied Materials (NASDAQ:AMAT) Per its public profile, the company engages in the provision of manufacturing equipment, services and software to the semiconductor, display and related industries. Analysts rate shares a consensus moderate buy with a $234.91 price target, implying about 11% upside potential. What makes Applied one of the ESG stocks to buy is the underlying efforts toward sustainability… In the past four quarters, its average positive earnings surprise came out to 8.15%. For fiscal 2024, covering experts anticipate a rather slow year. However, for fiscal 2025, EPS could rise to $9.53 on sales of $29.65 billion. 2. Target (NYSE:TGT) As a general merchandise retailer, it has evolved into a one-stop shop. Many if not most of its stores offer apparel, jewelry and accessories, shoes, beauty and personal care products, electronics, groceries and several other home goods categories. A mainline initiative of the company centers on inclusion and diversity efforts… Some of the company's efforts have aroused criticism yet it maintains its commitment. The current fiscal year may be a challenging one. While EPS may rise to $9.43 (from last year's $8.94), revenue might only reach $107.13 billion. That's down slightly from the prior year. Still, looking out to the next 12-month cycle, EPS could improve to $10.52 on revenue of $111.1 billion. Thus, Target is one of the ESG stocks to buy. 3. Prologis (NYSE:PLD) is structured as a real estate investment trust. According to its corporate profile, Prologis the global leader in logistics real estate with a focus on high-barrier, high-growth markets. Analysts rate Prologis stock a consensus strong buy with a $130.80 price target, implying over 17% upside potential… Financially, the company has enjoyed an impressive track record over the past four quarters. During this cycle, the average positive earnings surprise clocked in at 26.88%. For fiscal 2024, analysts anticipate revenue to reach $7.65 billion. That's up 12.2% from last year's print of $6.82 billion. It's an intriguing idea for ESG stocks to buy.” End quotes. ------------------------------------------------------------- Honorable Mentions that time didn't allow me to cover here. 1. Title: Top 10: ESG Fund Managers on sustainabilitymag.com. By Charlie King. 2. Title: Is First Solar, Inc. (NASDAQ:FSLR) the Best Alternative Energy Stock to Buy Now? On yahoo.com. By Meerub Anjum. 3. Title: Is Enphase Energy Inc. (NASDAQ:ENPH) the Top Alternative Energy Stock Pick of Analysts? On yahoo.com. By Meerub Anjum. 4. Title: The best solar companies of 2024 on cnn.com. By Tony Carrick, Roxanne Downer, and Alora Bopray. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Sustainable and Infrastructure Stocks Analysts Adore.” Now please click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on June 14th. Bye for now.   © 2024 Ron Robins, Investing for the Soul

My First Million Key Takeaways  You must have “one reason” to found a start-up; if you have five or six reasons to start it, then you have not yet found the single, very strong reason Hire for raw IQ and hard work, then constantly iterate on solving the single problem at hand Using your mind to its fullest capacity is the ultimate pleasure The most successful people in the world are extremely focused and allow their focused efforts to compound over time It is easy to identify conceptual gaps; developing the path toward closing that gap is the challenging part You must figure out 1) what you are passionate about and 2) what you are good at How you invest your time is more important than how you invest your capital, if wealth creation is your goal Read the full notes @ podcastnotes.orgEpisode 578: Shaan Puri ( https://twitter.com/ShaanVP ) sits down with Joe Lonsdale ( https://twitter.com/JTLonsdale ) to talk about how he leveraged one internship at PayPal into one billion dollar success after another.  Want to see Sam and Shaan's smiling faces? Head to the MFM YouTube Channel and subscribe - http://tinyurl.com/5n7ftsy5 — Show Notes: (0:00) The One Reason strategy (3:18) Learning Global Macro Finance from Peter Thiel (5:35) Taking multi-million dollar bets at 4:30am (8:43) Hire for raw IQ over expertise (10:33) Nurturing employees into unicorn founders (12:24) Solving hard problems with Addepar (13:53) Always “Being on” (15:32) How to spot opportunities for new businesses (21:10) How Epirus landed a military defense contract (27:09) Getting hits in hard domains (28:24) Business Idea: AI-powered Estate Planning (29:19) Business Idea: Business Process Outsourcing for local government (30:58) Big swings vs. base hits (31:49) Idea vs. execution (32:38) Focus vs. diversity of thought/attention (33:33) Insights from Elon's inner circle (35:36) Joe Lonsdale's unfair advantages (38:48) How to invest your time to make your first $1M (40:40) Working on an A+ problem as an intern at PayPal (43:15) Be within 2 standard deviations of top talent (44:14) Early days at Palantir (46:56) Building a top engineering culture (48:31) Borrowing trust as 21-year old defense contractor (52:22) Peter Thiel's biggest contrarian bet — Links: • Joe's Twitter - https://twitter.com/JTLonsdale • Joe's blog - https://blog.joelonsdale.com/ • Addepar - https://addepar.com/  • Palantir - https://www.palantir.com/ • Epirus- https://www.epirusinc.com/ • OpenGov - https://opengov.com/ • Prologis - https://www.prologis.com/ • Lessons from Peter Thiel - https://joelonsdale.com/lessons-peter-thiel/ — Check Out Shaan's Stuff: Need to hire? You should use the same service Shaan uses to hire developers, designers, & Virtual Assistants → it's called Shepherd (tell ‘em Shaan sent you): https://bit.ly/SupportShepherd — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth My First Million is a HubSpot Original Podcast // Brought to you by The HubSpot Podcast Network // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano Past guests on My First Million include Rob Dyrdek, Hasan Minhaj, Balaji Srinivasan, Jake Paul, Dr. Andrew Huberman, Gary Vee, Lance Armstrong, Sophia Amoruso, Ariel Helwani, Ramit Sethi, Stanley Druckenmiller, Peter Diamandis, Dharmesh Shah, Brian Halligan, Marc Lore, Jason Calacanis, Andrew Wilkinson, Julian Shapiro, Kat Cole, Codie Sanchez, Nader Al-Naji, Steph Smith, Trung Phan, Nick Huber, Anthony Pompliano, Ben Askren, Ramon Van Meer, Brianne Kimmel, Andrew Gazdecki, Scott Belsky, Moiz Ali, Dan Held, Elaine Zelby, Michael Saylor, Ryan Begelman, Jack Butcher, Reed Duchscher, Tai Lopez, Harley Finkelstein, Alexa von Tobel, Noah Kagan, Nick Bare, Greg Isenberg, James Altucher, Randy Hetrick and more. — Other episodes you might enjoy: • #224 Rob Dyrdek - How Tracking Every Second of His Life Took Rob Drydek from 0 to $405M in Exits • #209 Gary Vaynerchuk - Why NFTS Are the Future • #178 Balaji Srinivasan - Balaji on How to Fix the Media, Cloud Cities & Crypto • #169 - How One Man Started 5, Billion Dollar Companies, Dan Gilbert's Empire, & Talking With Warren Buffett • ​​​​#218 - Why You Should Take a Think Week Like Bill Gates • Dave Portnoy vs The World, Extreme Body Monitoring, The Future of Apparel Retail, "How Much is Anthony Pompliano Worth?", and More • How Mr Beast Got 100M Views in Less Than 4 Days, The $25M Chrome Extension, and More

Episode 578: Shaan Puri ( https://twitter.com/ShaanVP ) sits down with Joe Lonsdale ( https://twitter.com/JTLonsdale ) to talk about how he leveraged one internship at PayPal into one billion dollar success after another. Today Joe is Managing Partner of 8VC and an early investor in Anduril. Want to see Sam and Shaan's smiling faces? Head to the MFM YouTube Channel and subscribe - http://tinyurl.com/5n7ftsy5 — Show Notes: (0:00) The One Reason strategy (3:18) Learning Global Macro Finance from Peter Thiel (5:35) Taking multi-million dollar bets at 4:30am (8:43) Hire for raw IQ over expertise (10:33) Nurturing employees into unicorn founders (12:24) Solving hard problems with Addepar (13:53) Always “Being on” (15:32) How to spot opportunities for new businesses (21:10) How Epirus landed a military defense contract (27:09) Getting hits in hard domains (28:24) Business Idea: AI-powered Estate Planning (29:19) Business Idea: Business Process Outsourcing for local government (30:58) Big swings vs. base hits (31:49) Idea vs. execution (32:38) Focus vs. diversity of thought/attention (33:33) Insights from Elon's inner circle (35:36) Joe Lonsdale's unfair advantages (38:48) How to invest your time to make your first $1M (40:40) Working on an A+ problem as an intern at PayPal (43:15) Be within 2 standard deviations of top talent (44:14) Early days at Palantir (46:56) Building a top engineering culture (48:31) Borrowing trust as 21-year old defense contractor (52:22) Peter Thiel's biggest contrarian bet — Links: • Joe's Twitter - https://twitter.com/JTLonsdale • Joe's blog - https://blog.joelonsdale.com/ • Joe's podcast - https://www.americanoptimist.com/ • 8VC - https://www.8vc.com/ • Addepar - https://addepar.com/  • Palantir - https://www.palantir.com/ • Epirus- https://www.epirusinc.com/ • OpenGov - https://opengov.com/ • Prologis - https://www.prologis.com/ • Lessons from Peter Thiel - https://joelonsdale.com/lessons-peter-thiel/ — Check Out Shaan's Stuff: Need to hire? You should use the same service Shaan uses to hire developers, designers, & Virtual Assistants → it's called Shepherd (tell ‘em Shaan sent you): https://bit.ly/SupportShepherd — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth My First Million is a HubSpot Original Podcast // Brought to you by The HubSpot Podcast Network // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano Past guests on My First Million include Rob Dyrdek, Hasan Minhaj, Balaji Srinivasan, Jake Paul, Dr. Andrew Huberman, Gary Vee, Lance Armstrong, Sophia Amoruso, Ariel Helwani, Ramit Sethi, Stanley Druckenmiller, Peter Diamandis, Dharmesh Shah, Brian Halligan, Marc Lore, Jason Calacanis, Andrew Wilkinson, Julian Shapiro, Kat Cole, Codie Sanchez, Nader Al-Naji, Steph Smith, Trung Phan, Nick Huber, Anthony Pompliano, Ben Askren, Ramon Van Meer, Brianne Kimmel, Andrew Gazdecki, Scott Belsky, Moiz Ali, Dan Held, Elaine Zelby, Michael Saylor, Ryan Begelman, Jack Butcher, Reed Duchscher, Tai Lopez, Harley Finkelstein, Alexa von Tobel, Noah Kagan, Nick Bare, Greg Isenberg, James Altucher, Randy Hetrick and more. — Other episodes you might enjoy: • #224 Rob Dyrdek - How Tracking Every Second of His Life Took Rob Drydek from 0 to $405M in Exits • #209 Gary Vaynerchuk - Why NFTS Are the Future • #178 Balaji Srinivasan - Balaji on How to Fix the Media, Cloud Cities & Crypto • #169 - How One Man Started 5, Billion Dollar Companies, Dan Gilbert's Empire, & Talking With Warren Buffett • ​​​​#218 - Why You Should Take a Think Week Like Bill Gates • Dave Portnoy vs The World, Extreme Body Monitoring, The Future of Apparel Retail, "How Much is Anthony Pompliano Worth?", and More • How Mr Beast Got 100M Views in Less Than 4 Days, The $25M Chrome Extension, and More

Global Head of Essentials Operations Marv Cunningham, as Prologis' Global Head of Operating Essentials and Global Head of Workforce Solutions, oversees all aspects of Prologis' Workforce Programs and Community Relations division, as well as Essentials platform delivering the next generation of solutions to address some of the most critical challenges fulfillment centers face today building into your business the resilience you need to innovate, grow, and thrive, encompasses the company's Community Workforce Initiative (CWI). CWI is building a talent pipeline for customers, with an emphasis on revitalizing career pathways and creating economic opportunities in the communities where the company operates. Within Operating Essentials, Marv is centered at the core of successful fulfillment – from move-in services to forklifts and racking systems and encompassing fully automated warehouse solutions. Learn more about CWI here and more about Operations Essentials here Mr. Cunningham joined Prologis in 2023 and has 15-plus years of experience in Supply Chain and Logistics throughout the United States and Europe. Prior to joining Prologis. Mr. Cunningham was the COO/CIO for GXO, Logistics, the Chief Supply Chain Officer for Saks, Saks Off 5th & Hudson Bay, the Chief Supply Chain Officer for Rent the Runway, Vice President of Target Supply Chain, and multiple roles at Amazon. Mr. Cunningham has an MBA from Carnegie Mellon and a Bachelor of Science in nuclear engineering from Oregon State University which he completed in 3 years. He loves to ride his Harley-Davidson motorcycles on the weekend and plays basketball any chance he can. SHOW SUMMARYIn this episode of eCom Logistics Podcast, Marv Cunningham discusses the Prologis Essentials program and its mission to provide comprehensive solutions for e-commerce logistics challenges. He shares his extensive experience in the industry, including his time at Amazon and Target, and highlights the importance of standardization, scalability, and culture in warehouse operations. Marv also emphasizes the growing role of automation and robotics in improving efficiency and reducing labor costs. Overall, this episode offers valuable insights into the evolving landscape of e-commerce logistics and how to address industry challenges.HIGHLIGHTS[00:00:43] The advantages of 3PLs in operating systems and driving economies of scale.[00:13:11] Integration of AI and machine learning in providing real-time feedback for operational improvements.[00:19:14] Factors indicating the right time for adopting automation in warehouses.[00:23:58] Marv's four P's approach: People, Process, Performance, and Price. QUOTES[00:00:27] "They can help you with either financing or RaaS. They can set up the system, they can operate it for you. You get the economy to scale and the savings base in automation."[00:04:03] "What we're trying to do at Prologis Essentials is we're trying to also do anything inside and outside of the building. So anything from racking to fork trucks to full solution automation, to networking capacity planning."[00:13:30] "Instead of just giving you a solution, they're giving you a solution that then starts thinking about ‘how did we do today' and ‘what can I make a recommendation?'"[00:19:14] "If you have a labor problem, if you're growing, and then if you really believe that you're trying to either write process units faster or in a shorter period of time with less shifts, both of those are the right time for automation." Find out more about Marv Cunningham and his company in the link below:https://www.linkedin.com/in/marvcunningham/https://www.prologis.com/essentials-solutions/ This episode is sponsored by G&P Construction. If you're in need of top notch, all-inclusive Material handling solutions for logistics and commercial real estate, look no further than G&P Construction. Be sure to visit www.gandpconstruction.com to discover your one-stop shop for turnkey MHE integrations.

Lisa Brady is a unicorn. With over 20 years of experience in the commercial real estate business, she has served in various roles from sales agent to operations, to leasing and even property management. She's worked with national and local corporations. She's dedicated herself to this industry and is currently serving on the Board of NAIOP Southern Nevada. Lisa is Vice President and Market Officer for Prologis, the largest industrial REIT on planet Earth. In every new room she enters, she always asks, “Do I add value?” In her off time, Lisa gives back to her community. She competitively dragon boat raced in the annual St. Rose Regatta Dragon boat race for ten years. She likes to spend time directly helping people and gives back in multiple ways. A self-professed rabid Golden Knights fan, Lisa is also big on cooking and baking, and an avid traveler. She is focused and caring, a mentor to many, and a great friend and through and through.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Philipp Vetter über den gelungenen TUI-Start, die Zalando-Rallye und den gigantisch großen TSMC-Deal. Außerdem geht es um Tesla, Trump Media & Technology, Samsung, Eli Lilly, Novo Nordisk, Walmart, Target, Kroger, Albertsons, Pepsico, Coca Cola, Nestlé, Unilever, McDonalds, Krispy Kreme, MP Materials, Schlumberger, Noble Corporation, Marathon Oil, Knight-Swift Transportation Holdings, CSX, Norfolk Southern Corporation, Union Pacific, Prologis, Builders FirstSource, Air Products & Chemicals, Linde, iShares Stoxx 600 Food & Beverage. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Philipp Vetter über harte Nachrichten von SAP, leise Hoffnung für Bayer und das TUI-Comeback. Außerdem geht es um Deutsche Börse, Krispy Kreme, TSMC, Samsung, Microsoft, Apple, Amazon, Prologis, Nestlé, AstraZeneca, HDFC Bank, LVMH, Nvidia, Uber, Mobileye, Intel, General Motors, Alphabet, BYD, Baidu, Volkswagen, Mercedes Benz. Und hier findet ihr das Kenfo-Portfolio: https://www.kenfo.de/kapitalanlagen/portfolio Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Henrik Holland, global head of Prologis, talks about how he views the current pace of electric vehicle deployment and the importance of engaging all stakeholders early in the electrification process. He also shares how his previous jobs prepared him for the role he has today, explains how Prologis operates and shares his thoughts on the Electric Vehicle Working Group.

Welcome to another episode of #DividendTalk! In this episode, we dive into the latest earnings reports and exciting news from the world of dividends and stocks. We start with our thoughts on Nvidia's impressive performance, achieving record quarterly revenue and an outstanding full-year growth. Additionally, we discuss a dozen of dividend hikes from companies like Nestle, Allianz, Ferrari, BIC, Wolterskluwer, Danone, Home Depot, Walmart, Chubb, Prologis, Thermo Fisher Scientific, and Danaher. However, not all is rosy as Enagas and Bayer announce dividend cuts, prompting intriguing questions from our community. We also address listener questions on various topics, from investment strategies to the importance of fair value in high-growth stocks. Our main topic features discussions on BASF's dividend decision and insights into Danone's financials, exploring the impact of the deconsolidation of their Russia business unit. As always, we appreciate our engaged community with questions about stocks like ADC, O, and VICI, and share thoughts on the performance of companies like Nestle, Danone, and Iberdrola. Stay tuned for our heads-up, as the Wolf of Harcourt Street is set to join us next week for an in-depth business breakdown on Evolution Gaming. Companies Discussed: Nvidia ($NVDA) Nestle ($NESN) Allianz ($ALV) Ferrari ($RACE) BIC ($XPAR: BB) Wolterskluwer ($WKL.AS) Danone ($BN) Home Depot ($HD) Walmart ($WMT) Chubb ($CB) Prologis ($PLD) Thermo Fisher Scientific ($TMO) Danaher ($DHR) Enagas ($ENG.MC) Bayer ($BAYN) BASF ($BASF.DE) ADC ($ADC) Agree Realty ($O) VICI Properties ($VICI) Iberdrola ($IBE.MC) Legal and General ($LGEN.L) HP Inc. ($HPQ) Gränges ($GRNG) Equinor ($EQNR) Don't miss out on the valuable insights and engaging discussions – tune in and enjoy the show! Continue the conversation at our lovely Facebook group: https://www.facebook.com/groups/dividendtalk Become a Premium member and sign-up now: https://europeandgi.com/sign-up/

Explore leadership and resilience with Jess Larsen as he hosts Walt Rakowich, the seasoned executive who steered Prologis from the brink of bankruptcy to $80 billion in value. Walt shares the harrowing yet triumphant tale of navigating one of the most challenging periods in the company's history, confronting fears, and the pivotal role of a strong management team. Walt touches upon his book, "Transfluence," which delves into the leadership philosophies that guided him through tumultuous times. Hear firsthand how partnership, purpose, and people played a central role in the company's dramatic recovery and how his strategies can inspire current and aspiring leaders. Learn more about your ad choices. Visit megaphone.fm/adchoices

Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto. (00:21) Jason Moser and Matt Argersinger discuss: - Why there's so much cash sitting on the sidelines right now, and why it may or may not work back into the market. - Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase. - Earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs. (19:11) Best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world. (32:12) Jason and Matt break down two stocks on their radar: Globus Medical and RPM International. Stocks discussed: IBIT, FBTC, COIN, PYPL, PLD, TSMC, MS, GS, RPM, GMED Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Dan Pink, Shannon Jones Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks bounced in the final hour but it wasn't enough to turn the averages positive on the session. Ariel Investments' Charlie Bobrinskoy and BNY Mellon's Jake Jolly on how to position as earnings season ramps up. CEA Chair Jared Bernstein talks the state of the economy and the Biden administration's plan to target bank overdraft fees. Piper Sandler analyst Patrick Moley on Charles Schwab's sell off after earnings; Oppenheimer's Dominick Gabriele on Discover Financial earnings. Fairlead Strategies founder Katie Stockton on why the technicals support more upside for Nvidia, despite its wild 2023. Prologis CEO Hamid Maghadam on the company's latest quarter and how the macro environment is impacting logistics.