Swiss luxury goods company
POPULARITY
On the Glossy Podcast, senior fashion reporter Danny Parisi and international reporter Zofia Zwieglinska break down some of the biggest fashion news of the week. This week, we discuss the state of the luxury business through the lens of three major luxury companies that reported earnings this week. Richemont's reliance on jewelry has put the company in a good position as the jewelry sector, despite headwinds, has managed to stay afloat. Meanwhile, Mytheresa, having completed its acquisition of Yoox Net-a-Porter, now has a much larger portfolio of retail companies to manage. So far, the company has been handling it well — CEO Michael Kliger said Mytheresa's positive earnings results made it an outlier in luxury. On the flipside, Chanel has seen a downturn for the first time in a long time. Chanel has over 38,000 employees, 10,000 of whom were hired in the last three years alone. But with profits plummeting 30% last year, Chanel has had layoffs and now a hiring freeze reflecting its slumping sales. Later in the episode, we lay out the tariff playbook, a collection of strategies and methods we've heard from fashion brands about how they're navigating tariff volatility. We lumped these strategies into three broad categories: raising prices, altering the supply chain, and shifting focus to other markets outside of the U.S. We've heard from dozens of brands about all the ways they're approaching these three tactics, including sharing cost increases with manufacturers, using bonded storage to avoid paying harsh duties, lowering SKU counts, moving production to new countries and pausing U.S. orders.
Nick Kunze from Sanlam Private Wealth unpacks the impact of Moody's downgrade of US debt and how Richemont continues to impress the market. Afrimat CEO Andries van Heerden discusses the company's results, which came in below expectations. Heinrich Louw of Cliffe Dekker Hofmeyr explains the risks directors face when companies fail to pay their taxes.
President Trump concludes his multi-stop Middle East tour having signed mega A.I. and aviation investment deals in Abu Dhabi, Doha and Riyadh but has raised concerns among some of his administration regarding advanced A.I. security restrictions. UK Prime Minister Keir Starmer is in Albania for talks with European counterparts on a potential post-Brexit deal. Youth mobility and fishing rights will be key topics on the agenda. Swiss luxury firm Richemont sees a rise in quarterly sales and manages to narrowly scrape a beat but warns of continuing global economic uncertainty. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mark Zuckerberg zal geen fijne dag hebben. Die wordt namelijk ingehaald door zijn grote concurrent, TikTok. Moederbedrijf Bytedance ziet de omzet met 20 procent stijgen, ondanks de pogingen van de VS om TikTok op zwart te zetten. Daardoor zou Bytedance eind dit jaar even groot zijn als Zuckerberg's Meta. Christine Lagarde schreef al drie keer geschiedenis: als eerste vrouwelijke financiënminister in Frankrijk, als eerste vrouw die het IMF leidde, en als eerste vrouwelijke baas van de Europese Centrale Bank. Maar daar kan een vierde bladzijde bijkomen. Volgens Bloomberg maakt ze namelijk ook goede kans op het stoeltje van Klaus Schwab bij het World Economic Forum. Gaat ze daarvoor vervroegd vertrekken bij de ECB? Verder gaat het over Novo Nordisk. Beleggers zijn in de war, want de topman vertrekt opeens. Vermoedelijke reden: de farmaceut verliest de competitie om afvalmedicatie van concurrent Eli Lilly. En dat raakt de prijs van het aandeel te hard. Maar de vraag blijft of het wegsturen van de ceo dat gaat oplossen. Je hoort ook wat er aan de hand is bij Coinbase. Het cryptoplatform krijgt twee klappen te verwerken. Iemand perst ze af, maar de toezichthouder denkt ook dat Coinbase zelf beleggers uitperst. En we blikken terug op de week van Donald Trump. Zijn regering sloot plotseling een tijdelijke deal met China. En zelf zat hij ook niet stil, want hij wist honderden miljarden dollars los te peuteren in het Midden Oosten.See omnystudio.com/listener for privacy information.
Der Schweizer Luxusgüterkonzern Richemont ist auf Kurs: Im vergangenen Geschäftsjahr wächst der Umsatz um 4 Prozent, trotz schwächerer Uhrenverkäufe. Hauptaktionär Johann Rupert bleibt optimistisch für die Erholung in China und sieht die Zölle in den USA nicht als langfristiges Problem für das Unternehmen. SMI: +0.9%
Luis Benguerel, analista independiente, revisa cómo se comportan los gráficos de Richemont, Swiss Re, Alstom, BMW, Eon y Air France-KLM.
DAX kratzt an der 24.000 – trotz Ex-Dividenden und Gewinnmitnahmen bleibt der Markt stark. Bayer überrascht mit einem juristischen Manöver. 1&1 steigt 23 %, Renk erreicht ein Rekordhoch. VW bleibt E-Auto-Marktführer. Richemont glänzt mit Schmuck. Im Podcast: Stimmen von CMC Markets, Bestsellerautor Marc Friedrich, Egmond Haidt, clever & seriös sowie die Chefs von Porr, Frequentis und VIG.
APAC stocks were predominantly lower following the mixed handover from Wall St, where the major indices were somewhat choppy and small caps underperformed as yields edged higher.US equity futures were lacklustre with participants awaiting comments from Fed Chair Powell and a slew of US data releases.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.3% after the cash market finished with losses of 0.2% on Wednesday.Iran is ready to sign an agreement with certain conditions in exchange for the lifting of sanctions and would commit to never making nuclear weapons, as well as getting rid of its stockpiles of highly enriched uranium, according to a top advisor to the Supreme Leader cited by NBC News.Russian President Putin was not on a list of negotiators the Kremlin published for talks with Ukraine in Istanbul on Thursday.Looking ahead, highlights include German Wholesale Price Index, UK GDP, EZ Employment & GDP, US NY Fed Manufacturing, Jobless Claims, Philly Fed Index, PPI, Retail Sales & Industrial Production, IEA OMR, Speakers include ECB's Cipollone, Elderson & de Guindos, Fed Chair Powell & Barr, BoE's Dhingra, Supply from US.Earnings from Applied Materials, Take-Two, Alibaba, Walmart, Deere, Deutsche Telekom, Siemens, Allianz, Merck, Thyssenkrupp, RWE, Siemens, National Grid, United Utilities & Richemont.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
LeuchtMasse Uhrenpodcast - Deutsche Version der LumePlotters
Send us a textUhrenmarken aus dem Richemont Lager, LVMH und Unabhägige haben hier etwas gemeinsam - und zwar einen Zulieferer. Ich breche eine Lanze für mehr Transparenz und gehe kurz in die Geschichte der Uhrenproduktion ein und warum Transparenz eigentlich ein Weg zurück zu den Wurzeln ist....Spannende Episode und ich hoffe sie gefällt....Danke für Deine Zeit und für's Zuhören. Sendet mir eine Voicemail und wir hören uns im Podcast:https://www.speakpipe.com/opportunistischesdurcheinanderBitte folgt mir/uns auf instagram IG: @leuchtmasse_podcast oder schreibt mir: opportunistischesdurcheinander@gmail.com
In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Pech für Intel, eine Übernahme bei Merck und die Jagd auf High Beta. Außerdem geht es um BYD, Pfizer, Merck, SpringWorks Therapeutics, Nestlé, Roche, Novartis, Richemont, Zürich, Straumann, Geberit, CI Com SA, BB Biotech, Cosmo Pharmaceuticals, LEM Holding, Cicor Technologies, Medmix, BioVersys, Stadler Rail AG, Bystronic, Allreal Holding und Cembra Money Bank, Bitcoin, Meyer Burger, Kudelski, Molecular Partners, BB Biotech, LEM Holding, COSMO Pharmaceuticals und Rieter Holding. 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) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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
Un énième podcast inspirant ?Raté !Et si je vous disais plutôt que celui-ci n'est pas comme les autres et surtout réellement utile à toutes et tous ?Après une brillante carrière dans le luxe qui l'a conduit à diriger notamment Cartier et Van Cleef & Arpels, Stanislas de Quercize nous expose sa vision de la vie et l'urgence du savoir vivre ensemble.J'ai pris un plaisir non dissimulé à l'interviewer lors d'un échange bienveillant et humain. La vidéo est également disponible en vidéo sur YouTube
Wochenendhandel bei Smartbroker: https://www.financeads.net/tc.php?t=41730C2968122832TGrok AI für iOS: https://apps.apple.com/us/app/grok/id6670324846Grok AI für Android: https://play.google.com/store/apps/details?id=ai.x.grokGrok AI Webseite: https://grok.com/Bis zu 83% Preisvorteil bei Spotify Premium, YouTube Premium, Netflix, Disney+, ChatGPT 4.0 Plus, NordVPN: https://taplink.cc/techaktienPatreon Stephan: https://www.patreon.com/TechaktienInstagram Stephan: https://www.instagram.com/techaktien/Twitter / X Stephan: https://x.com/Techaktien1YouTube Stephan: https://www.youtube.com/@TechaktienInstagram Max: https://www.instagram.com/global.stock.flash/Telegram Max: https://t.me/+rnYRa1QHgLZiM2Y6Webseite Juri: https://grey-capital.com/Instagram Juri: https://www.instagram.com/greyxcapital/YouTube Juri: https://www.youtube.com/@GREYxCAPITAL(Werbung)00:00:00 Wochenendhandel Aktien00:03:40 Marktumfeld00:16:00 Delta Air Lines00:20:00 LVMH, Grok AI00:43:30 Hermès, Richemont, Kering01:03:20 TSMC, ASML01:26:50 KoalitionsvertragPodcast abonnieren damit China nicht Taiwan holt.Alles nur subjektive Meinung, Unterhaltung & Satire.#Aktien #Techaktien #Aktie #Börse #Finanzen #Geld #ETF #ETFs #Trading #Aktientipp #Aktientipps #Aktienanalyse #TradeRepublic #China #Zoll #Zölle #Zollstreit #Zollkrieg #Trump m #Podcast #Peking #Lvmh #LuoisVuitton #Prada #Kering #Richemont #Taiwan #Tsmc #Micron #Samsung #Asml #CDU #Merz #CSU #Groko #Koalitionsvertrag #Steuer #Steuern #Bundestag #xai #Grokai #Chatgpt
Résumé de l'épisode
The cathedral in San Antonio, Texas displays a remarkable light show every night. People gather to watch it and they have for years. Tourists and locals alike are drawn to the spectacle of the history of San Antonio done in rich, overlapping moving images and the music that accompanies it. Xavier De Richemont created it and wants to bring one of this light shows to Mobile to display it on the Mobile History Museum as a fixed installment. He's done his light shows across the world and was in Mobile over Mardi Gras, always with his camera, capturing the city. Xavier and I sat down while he was in town to discuss how he creates the images, what he's lerned about the proud cities that want to showcase his art, and what he saw when he was in Mobile. What's Working is Sponsored by the Poarch Creek Indian Nation.
Cet épisode est un extrait du podcast publié lundi dernier. En moins de 10 minutes, il te permettra de capter les plus beaux messages de l'épisode avec Blanche de Richemont.Un extrait qui je l'espère, remplacera Instagram pendant ta pause de 10mn, se retrouvera dans tes oreilles avant de t'endormir, ou à ton réveil pour commencer ta journée dans la joie. Si ce passage te plait et que tu as envie d'en connaître plus sur mon invitée de la semaine, l'épisode en entier t'attend chaudement sur Nouvel Œil.
This week on aBlogtoWatch Weekly, the team isnow three. Where's Ariel? Rumor has it he's in Thailand, watch capital of....nowhere! We hope he's relaxing at a White Lotus hotel. Ripley is chilling inhis panic room, and Rick is home under the gray Scotland sky. David appears tobe having a normal kind of day. As you might guess, Formula 1 is the talk atthe top of the show, and Ripley and Rick debrief on the standings. Rick pivotsto the news of Frédéric Arnaud leaving LVMH, which leads David to surmise thatcompeting Richemont brands might be getting wise to the problem of"overlords" and cutting out middle management. This slippery slopeleads the guys to the Panerai website and a discussion of price-to-water-resistance ratio, if such a thing exists. Next, suddenly, aguest appears! It's Guy Blaskey of Detrash, a sustainability-focused brand that makes watches out of trash. On to talk of recent hands-on reviews, starting with the MB&F M.A.D. 2green watch, an homage to 1990s club culture. They turn their attention to anew release, the King Seiko Vanac watches, honing in on the excessive thickness of this time-only timepiece series. Hit, Miss, or Maybe? Listen in to find out. Switching gears to our newest game, Judge the Collab,the guys weigh on on the new Maurice Lacroix Aikon Automatic Wotto limited edition.There are vast discrepancies! Listen to find out who your views most alignwith.
Qu'est-ce que la liberté pour Blanche de Richemont ? Elle nous partage sa vision.Ce passage est un extrait du podcast publié lundi dernier - l'épisode en entier t'attend chaudement sur Nouvel Œil. Belle écoute ! ☀️ ---Cette saison de podcasts est soutenue par Nouveau Monde, un fonds de dotation qui facilite l'accès à la méditation et à la pleine conscience, en France.Retrouvez ici la Parenthèse Enchantée.Si tu as aimé cet épisode, tu peux le partager, écrire un commentaire dans la description et laisser des étoiles sur ta plateforme d'écoute ! ---
Il y a des personnes qui marquent l'histoire. Qui nous font dire « comment j'ai pu passer autant de temps sans savoir son existence ? » Il y a des personnes qui ont un destin digne de celui d'un personnage de roman. Comme Blanche de Richemont. Parce qu'elle sait se passer de tout en cultivant un désert en elle-même.Qu'est-ce qu'un retour à l'essentiel ? Doit-on nécessairement sortir de notre confort pour se découvrir ? Qu'est-ce que permet le silence ? Qu'est-ce qu'avoir du courage ? Pour Blanche, c'est l'adhésion profonde à la vie qui la rend fascinante et imprévisible. Alors oui, ça donne des existences plus vertigineuses. Mais certainement plus vives. Vivre ou vivoter. A nous de choisir. Avec Blanche dans cet épisode, on part de désert, de courage et de silence.J'espère que cette écoute t'aidera à vivre plus qu'à vivoter.Belle écoute ! ☀️ ---Cette saison de podcasts est soutenue par Nouveau Monde, un fonds de dotation qui facilite l'accès à la méditation et à la pleine conscience, en France.Retrouvez ici la Parenthèse Enchantée.Si tu as aimé cet épisode, tu peux le partager, écrire un commentaire dans la description et laisser des étoiles sur ta plateforme d'écoute ! ---
#BTCJournal #diversidade #c6 #prosus Conheça a BTC e saiba mais sobre nossos cursos.Inscrições abertas para as turmas de 2025!• General Business Program: https://bit.ly/btccast-gbp• Strategy & Finance Program: https://bit.ly/btccast-sfp• Excel + Business Program: https://bit.ly/btccast-ebp• Pricing Strategy Program: https://bit.ly/btccast-psp-----Depois de experimentar Insider, é impossível voltar atrás. #insiderstoreDesbloqueie seu desconto com o cupom BTC no site: https://creators.insiderstore.com.br/BTCJournal-----Painel semanal de notícias de negócios e empresas, comentadas e analisadas pela Business Training Company!Participe do grupo exclusivo BTC e acesse cupons de desconto especiais para nossos cursos e também vagas e oportunidades nas áreas mais desejadas: https://bit.ly/GrupoExclusivoBTC----------------------------------------------------TAMBÉM EM PODCAST!Spotify: https://bit.ly/btc-cast-spotifyApple Podcasts: https://apple.co/39biGYb----------------------------------------------------TEMAS COMENTADOS:Alimentos (e correlatos)• Dona do iFood compra Just Eat Takeaway• Resultados da M. Dias BrancoEstratégia e gestão de crise• Richemont, LVMH e estratégia no mercado de luxo• Resultados do C6 BankDiscussão do Journal• Movimentos contra diversidadeQuer receber nossos conteúdos gratuitos? Assine nossa newsletter e receba as notícias de negócios comentadas pela equipe da BTC: https://bit.ly/btccastnews----------------------------------------------------Siga a Business Training Company nas redes sociais!Facebook: https://bit.ly/face-btcInstagram: https://bit.ly/insta-btcLinkedIn: https://bit.ly/linkedin-btc----------------------------------------------------Confira nosso site: https://bit.ly/SiteBTC
Dans cette interview express, Blanche de Richemont, écrivaine et philosophe, répond à toutes nos questions sur les voyages dans le désert. Après 20 ans à explorer le Sahara, elle nous emmène dans son univers mystérieux et spirituel, où chaque traversée est bien plus qu'un simple périple – c'est une quête intérieure. Elle nous raconte ses moments forts : la traversée en caravane de sel, ses rencontres de contrebandiers, et ce silence du désert qui devient presque une présence.Blanche partage aussi des astuces de voyage essentielles : comment gérer l'eau et la nourriture pendant ces longues traversées, et surtout, quel est l'objet indispensable à emporter, celui auquel on ne pense jamais. Elle nous explique aussi comment le désert nous change, la manière dont il modifie notre perception du temps, de la solitude, et même de nous-mêmes.Si l'aventure dans le désert te tente ou si tu veux juste découvrir un univers fascinant à travers les yeux d'une vraie passionnée, vous allez adorer cette interview.Retrouvez-nous sur @beauvoyage !**************************************Production : Sakti ProductionsMusique : Chase The Mississipi, Michael ShynesVous êtes une marque et vous souhaitez collaborer avec Beau Voyage ? Ecrivez-nous : mariegarreau@saktiproductions.com Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
Lauren is joined by Bernstein analyst Luca Solca for their quarterly powwow on the financials of the world's biggest luxury companies. They discuss LVMH's portfolio pruning strategy, from the Stella McCartney exit to a potential DFS sell off; Kering's Gucci problem; Richemont's dominance in fine jewelry, and the unflappability of Moncler. Plus, Lauren touches on the news of the week, from Nike's Skims partnership to a surprise Estee Lauder exit. 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
Aujourd'hui, dans Beau Voyage, on vous emmène dans une aventure unique avec Blanche de Richemont. Depuis plus de 20 ans, cette philosophe, écrivaine et aventurière parcourt les déserts du monde, en particulier le Sahara.Blanche nous raconte ses expériences incroyables : suivre une caravane de sel au Mali sur 800 kilomètres, dormir à la belle étoile sous un ciel infini, et vivre avec des contrebandiers aux frontières de l'Algérie, là où les lois humaines se mélangent avec celles impitoyables du désert. Mais ce n'est pas tout, Blanche emmène aussi des gens marcher dans le désert, leur faisant découvrir un autre rythme de vie, loin du tumulte du monde moderne.Pour elle, le désert n'est pas qu'un paysage spectaculaire, c'est un lieu où l'on se confronte à soi-même. Là, dans le silence et l'immensité, on peut vraiment se réinventer, apprendre à vivre autrement, et peut-être même découvrir des vérités profondes sur notre propre nature.Un épisode fascinant à ne surtout pas manquer !
Het is de dag ná het Chinese bommetje dat DeepSeek dropte. Al kunnen we het beter een nucleaire bom noemen, want het sloeg een krater in de beurswaardes van techbedrijven. Nvidia verloor alleen al 600 miljard dollar van z'n waarde. Deze aflevering kijken we naar de reactie van beleggers. Waarom zet vandaag nog niet het herstel in. Is er sprake van een tijdelijk trauma of is er schade op de lange termijn? En wat betekent dit voor je als je aandelen ASML, Besi en ASMI hebt? Verder behandelen we de cijfers van LVMH. Concurrent Richemont kwam onlangs al met luxe kwartaalcijfers, dit keer is het aan LVMH om te stunten. Bij SAP stunten ze in ieder geval met de cijfers. Het meest waardevolle techbedrijf van Europa doet het beter dan verwacht. En komt met een opvallende uitspraak: we willen wel samenwerken met het Chinese DeepSeek. Dat zal hun partner Nvidia misschien niet leuk vinden. Leuk zijn de cijfers van JetBlue niet. Het vooruitzicht van de luchtvaartmaatschappij wel te verstaan, daardoor maakt het aandeel een duikvlucht. De cijfers van GM zijn dan wel weer goed, maar beleggers dumpen het omdat de autobouwer niks wil zeggen over Donald Trump.See omnystudio.com/listener for privacy information.
Tarieven, tarieven, tarieven. Dat was zo ongeveer alles dat we hoorden tijdens de campagne van Trump, en in de aanloop naar zijn presidentschap. Maar nu zit 'ie comfortabel in de Oval Office, en opeens slaat hij een andere toon aan. Hij zegt nu namelijk dat hij veel liever een deal zou sluiten met China, in plaats van een handelsoorlog starten. Is dit het teken dat de handelsoorlog er definitief niet gaat komen? Dat vertellen we je in deze aflevering. En dan hebben we het ook over Philips. Het heeft eindelijk het vertrouwen van beleggers terug na het schandaal rond de slaapapneu-apparatuur, maar er hangt het bedrijf iets nieuws boven het hoofd. Zeker honderd mensen liepen brandwonden op door een hartmonitor van het Eindhovense bedrijf, en er zouden mogelijk zelfs mensen aan zijn overleden. Een hartmonitor heb je misschien wel nodig als je nog aandelen Boeing hebt. Het drama bij de vliegtuigbouwer blijft maar doorzeuren. Boeing waarschuwt alvast voor de kwartaalcijfers. Kort samengevat moeten beleggers zich opmaken voor een megaverlies. Hoe mega? Dan moet je luisteren. En we blikken terug op de week, de eerste van Trump zijn tweede termijn natuurlijk. Maar ook die van verbazingwekkende aantallen abonnees bij Netflix. En die van pijnlijke koersdalingen bij gamemakers.See omnystudio.com/listener for privacy information.
TSMC's Record-Breaking Results Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue. A strong contender in the AI supply chain with growing global operations. Gold: Continuing the Bull Run Gold remains a strong investment pick for Simon, with a potential to hit $3,000/oz. Gold | Weekly | 21 January 2025 Brent Crude Oil Concerns Rising oil prices could hurt both the global and South African economies. Trump Meme Coins & Meme Coin Mania Trump and Melania meme coins: Novelty or nonsense? Simon unpacks the hype. Grinrod & Mozambique Challenges Operational risks in Mozambique but potential opportunities with Transnet's private rail plans. Sasol: A Case of Caution Chemical spin-offs and high oil prices spark discussion, but Simon isn't convinced to buy. Cristal Challenge Simon's picks for the Cristal Crystal Challenge: Shoprite*, Purple Group*, ADvtTch*, Calgro M3*, and Richemont*. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order
Attention, avertissement : le mot Trump est contenu à de multiples reprises dans la chronique du jour. Pour son second mandat à la tête des Etats-Unis, l'homme d'affaires qui a promis de renverser la table donnera un avant-goût de ses projets lors du discours d'investiture prévu ce soir. Les marchés financiers ont salué la semaine dernière le compte à rebours, tout en étant un peu effrayés par l'effet Trump sur les taux d'intérêts américains.
Guy Adami and Danny Moses explore the performance of the S&P 500 post-election. The duo analyze the implications of tax cuts, tariff scares, and bond yields, with Guy predicting ten-year yields will reach 5% by the Super Bowl. The conversation evaluates the impact of Federal Reserve policies, bond market activities, and Jerome Powell's tenure on financial markets. Danny delves into the challenges faced by the bond market since 2007-08 and the fine line between economic growth and higher interest rates. Shifting gears, they discuss the valuations of major banks and the disparity in market perceptions of JPMorgan and Citibank. The episode also examines the performance of luxury brands like Richemont amidst stark economic realities, and wraps up with insights on gold, Bitcoin, and the potential market implications of Hindenburg Research's closure. The hosts then preview upcoming football games, providing their thoughts and predictions for the weekend's matchups. Further Reading Buying These Bond Funds Might Just Be the ‘Dumbest Trade You Can Make' (Barrons) Cartier Owner Richemont's Sales Beat Buoys Luxury Stocks (WSJ) Short Seller Nate Anderson Says He's Disbanding Hindenburg (Bloomberg) Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Alex Duys from Umthombo Wealth discusses Richemont's strong update, which drove the stock to all-time highs, and PPC's new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the good and the bad.
Beleggers kijken uit naar het cijferseizoen, maar wij kijken al naar de verdere toekomst. En dan specifiek naar de toekomst van Shell. De beurskoers blijft nog altijd achter bij Amerikaanse concurrenten. Dat maakt Shell kwetsbaar voor overnames. In deze aflevering hoor je wie het op Shell gemunt heeft. En we hebben het over China. De economie daar maakt een comeback. Het lijkt wel te mooi om waar te zijn. Maar of het dat ook is, dat vertellen we je. Verder komt ook SpaceX aan bod. Jeff Bezos kreeg gisteren z'n raket eindelijk de lucht in, maar Elon Musk moet toch een teleurstelling verwerken. Het contact met zijn Starship was na 8 minuten in de lucht opeens weg. Oorzaak: een ontploffing. ING heeft wéér een onderzoek voor witwassen aan de broek. De bank zweeg jarenlang over schimmig gedrag van de Belgische oud-minister van Financiën. Die zou met zwart geld allerlei loten hebben gekocht. De bank wist er volgens een Franse krant van. En we blikken terug op de week met de eerste kwartaalcijfers. Die van Fastned, die een grimmige vooruitblik bekend maakte. Die van de Amerikaanse grootbanken, die juist optimistisch waren. En die van TSMC, dat bewijst dat de terugloop in AI-investeringen vooralsnog pure fictie is.See omnystudio.com/listener for privacy information.
Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Richemont leitet Luxus-Comeback ein. TSMC leitet Rally bei LAM, ASML und Applied Materials ein. Zalando wächst und gedeiht. Polestar & Verbio machen das Gegenteil. Außerdem macht Hindenburg dicht & Nintendo bringt neue Konsole raus. LVMH, KitKat, Mattel. Alle setzen auf die Formel 1 (WKN: A3ERSY). Die EU setzt dagegen und ESPN setzt hoffentlich viel mehr Geld auf die Rennserie. Das einzige Problem: Der Preis. NVIDIA setzt auf Continental. Die schlechte Nachricht: Den Teil mit der NVIDIA-Partnerschaft will Continental (WKN: 543900) verkaufen. Die gute Nachricht: Der Teil bringt sowieso kein Geld. Diesen Podcast vom 17.01.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dissects corporate earnings, including Bank of America, Morgan Stanley, TSMC, and Richemont. Discover insights into Blue Origin's successful mission, Infosys's AI-driven growth, and TikTok's controversies. Get updates on Singapore's market movers like CDL, DBS, and Singapore Airlines, alongside the Straits Times Index's performance. Tune in for essential market updates and the stories driving investor sentiment!See omnystudio.com/listener for privacy information.
US banks kick off the earnings season with strong beats, while European luxury companies such as Richemont impress with better-than-expected sales. Comments from Fed official Waller on potential rate cuts in 2025 boost investor sentiment, supporting equities and pushing yields lower against a backdrop of robust but slightly softer US economic data. We have Bence Boldvai from our FX & PM Solutions team on the show to talk about the currency market and the particularities of the gold market.00:00 Introduction by Bernadette Anderko (Investment Writing)00:27 Markets wrap-up by Jan Bopp (Investment Writing)06:13 FX and metals: Bence Boldvai (FX & PM Advisory)09:50 Closing remarks by Bernadette Anderko (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
In deze aflevering van Z 7 op 7:- De Belgische concurrentiewaakhond heeft ernstige aanwijzingen dat AB InBev z'n machtpositie misbruikt, in de dranken-groothandel en de horeca.- Land- en tuinbouwbeurs Agriflanders trekt een recordaantal standhouders. Ze beloven boeren oplossingen voor uitdagingen zoals stikstof en energie.Gentse start-up Squire wil artsen helpen om hun administratie te verlichten met een AI-tool die notities maakt van de consultatie.In Tussen Wetstraat en Wall Street analyseert Head of Business News Jan De Meulemeester de afscheidsspeech van president Joe Biden. Moeten we ons zorgen beginnen maken over het opkomende tech-industrieel complex en de oligarchie in Amerika?En in trends-collega Jef Poortmans analyseert de positieve cijfers van Richemont en Zalando. Z 7 op 7 is de nieuwe dagelijkse podcast van Kanaal Z en Trends. Elke ochtend, vanaf 5u30 uur luistert u voortaan naar een selectie van de meest opmerkelijke nieuwsverhalen, een frisse blik op de aandelenmarkten en een scherpe duiding bij de economische en politieke actualiteit door experts van Kanaal Z en Trends.Start voortaan elke dag met Z 7 op 7 en luister naar wat echt relevant is voor uw business, onderneming, carrière en geld.
Selon une tradition bien ancrée chez Zonebourse, le vendredi, on peut titrer n'importe comment. Mais vous verrez que ce titre n'est pas totalement dénué de fondement. Il sera question ce matin d'une étrange répétition, de Chine, de luxe et de macroéconomie.
APAC stocks traded mostly higher as the region took impetus from the rally on Wall St in the aftermath of the soft-leaning US CPI data which boosted Fed rate cut bets and saw money market pricing of cuts for this year return to around pre-NFP levels.US official said a Gaza hostage and ceasefire deal was reached and will take effect on 19th January; the deal outlines a six-week initial ceasefire phase that includes a gradual withdrawal of Israeli forces from central Gaza and the return of displaced Palestinians to northern Gaza.Fed's Williams (voter) said he doesn't see higher yields reflecting a big inflation view shift and is not surprised bond yields have risen; Fed's Goolsbee (2025 voter) said he still sees continued progress on inflation.BoJ is said to see a good chance of a January rate hike barring a major market rout following Trump's inauguration, according to Bloomberg citing several unnamed people.BoE's Taylor said he expects the underlying trend of inflation to remain on track towards the 2% target from now on and his base case on rate cuts is around 100bps this year.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market gained 1.0% on Wednesday.Looking ahead, highlights include UK GDP, US Jobless Claims, Philly Fed Index & Retail Sales, ECB Minutes, NBP Policy Announcement, Treasury Secretary nomination hearing for Scott Bessent, Comments from BoC's Gravelle, Supply from Spain & the US, Earnings from Taylor Wimpey, Whitbread, Wise, Pearson, Richemont, TSMC, UnitedHealth, Bank of America, Morgan Stanley, USB, PNC & Infosys.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Voordat je rode oortjes krijgt, we bedoelen een chip-triootje: ASML, ASMI en Besi. Die aandelen stijgen hard na goed nieuws van chipmaker TSMC. Vooral de winst valt op. Deze aflevering kijken we of de Nederlandse chipbedrijven dat kunstje ook kunnen flikken. De AEX-droom van Fastned spat uiteen. Het bedrijf wordt door beleggers aan de kant gezet. Fastned heeft last van de trage groei van elektrische auto's en moet daardoor ook het eigen groeitempo terugschakelen. Over de AEX gesproken, die gaat op de schop. Nu bestaat de index nog uit 25 namen, dat moeten er binnenkort 30 worden. Maar schiet je daar als belegger ook wat mee op? En een doorbraak voor Jeff Bezos: hij lanceert een 100 meter lange raket met zijn Blue Origin. Daarmee wordt hij een serieuze concurrent voor SpaceX, van Elon Musk. See omnystudio.com/listener for privacy information.
Amelia Morgenrood, aandelemakelaar by PSG Wealth Faerie Glen, bespreek Richemont se handelsverslag en PPC se nuwe aanleg. Volg RSG Geldsake op Twitter
Après les flottements récents, les investisseurs ont retrouvé le sourire grâce à une inflation américaine plus docile qu'attendu et à des résultats spectaculaires des firmes de Wall Street. Résultat : une pluie de hausses sur les marchés et la meilleure séance boursière américaine depuis le lendemain de l'élection de Donald Trump en novembre. Le président-élu sera investi lundi prochain auréolé, de surcroît, du statut de pacificateur du Moyen-Orient puisqu'un cessez-le-feu a été décidé à Gaza grâce aux efforts conjugués de l'administration en place et de la suivante.
Miramos a Richemont, Renault, Volkswagen, ASML y Zalando como valores protagonistas del viejo continente. Con Ignacio Sebastián de Erice, creador de Soportes y Resistencias.com.
What if courage wasn't just about bravery but about finding love in the quiet spaces of your heart?In this episode of the Harvest Series podcast, host Rose Claverie sits down with author, philosopher, and adventurer Blanche de Richemont to uncover the essence of courage. From her extraordinary experiences in the Sahara desert to her profound insights on vulnerability and love, Blanche redefines courage as an act of connection and authenticity. Tune in to explore her thoughts on everyday bravery, the wisdom of Nelson Mandela, and the light of joy that guides us through life's toughest challenges.2:34 – How does Blanche define courage?For Blanche, courage is love—going beyond your immediate interests to connect deeply with others.4:00 – Do soldiers embody courage, or is it an everyday notion?Blanche reflects on the nature of courage in soldiers versus ordinary individuals. If not soldiers, who truly embodies courage?7:10 – Speaking to CEOs: What do they ask Blanche?Blanche shares her insights as a speaker for top executives, emphasizing that "nobody can tell you the language of your heart."11:04 – Why does Nelson Mandela inspire Blanche?Blanche explains how Nelson Mandela's life is the epitome of courage, rooted in resilience and love.13:22 – Adventures in the Mali desert and the SaharaBlanche recounts her time in the Mali desert, living under fascinating and dangerous conditions in one of the world's harshest places.17:00 – Feeling danger in the desertWhile Blanche rarely felt danger, she recalls one particular moment when she did, offering a glimpse into her resilience.21:00 – The role of pain in exploring the desertBlanche discusses how pain fueled her journey into the desert and how she kept "a little light of joy in her heart."24:10 – Finding beauty in life when everything feels wrongBlanche shares her perspective on appreciating life's beauty, even amidst chaos and difficulty.32:00 – Courage in relationshipsWhat does it mean to show courage in relationships? Blanche explores the balance of honesty and whether it's necessary to reveal everything.This episode dives deep into the essence of courage, weaving together love, resilience, and the strength to find light even in the darkest moments. Perfect for anyone seeking inspiration on how to embrace courage in all aspects of life.You can follow us on Instagram at @HarvestSeries or @rose.claverie for updates, and find Blanche de Richemont here.Watch our podcast episodes and speaker sessions on YouTube: Harvest Series.Credits:Sound editing by: @lesbellesfrequencesTechnician in Kaplankaya: Joel MoriasiMusic by: ChambordArtwork by: Davide d'AntonioHarvest Series is produced in partnership with Athena Advisers and Capital PartnersHarvest Series...
On this episode we speak with Astrid Wendlandt, the founder of the fashion news website Miss Tweed. This year Miss Tweed came to prominence as the first to break many fashion appointment news, and has made plenty of powerful enemies, such as Bernard Arnault, the CEO of LVMH, and Johann Rupert, the owner of Richemont. But Wendlandt is no rumor-monger; she is a veteran journalist who for decades has worked at prestigious publications like Reuters and the Financial Times, where she honed her investigative reporting skills. We talk about the arc of her career, including her first job at the Moscow Times in Russia's wild '90s, her eventual pivot to reporting on luxury fashion, the founding of Miss Tweed, her work methods, and the challenges she faces as a fashion reporter, including her being banned by Arnault and Rupert from getting information on their companies. We discuss Arnault and LVMH, the hot air balloon of Jacquemus, and much more.Support the show
In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Laurin Meyer und Philipp Vetter über den Adobe-Absturz, die Aufspaltungspläne von Warner Bros. Discovery und ein fulminantes Börsen-Debüt. Außerdem geht es um Alphabet, Nvidia, Meta, Broadcom, Talabat, Delivery Hero, ServiceTitan, Brunello Cucinelli, Kering, Richemont, Hugo Boss, BMW, Mercedes-Benz, Volkswagen, Nemetschek, Schott Pharma, Siemens, Eckert & Ziegler, Lanxess, Adidas, Porsche, Traton, Freenet, Evonik, RTL Group, Hensoldt, Leonardo, Rheinmetall, iShares Global Aerospace & Defence ETF (WKN: A3E1JS) und Global X Defence Tech ETF (WKN: A40E7A). 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.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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
This episode is all about the Chloe fashion house and it's recent comeback with the signature boho-chic style. I begin with a background of the Chloe fashion house and the Richemont luxury conglomerate which owns Chloe. Then I discuss some recent trademarks and patents owned by Chloe and I end the episode with a discussion of the French lawsuit Richemont v. Louis Vuitton which centers on the Alhambra (Richemont- owned Van Cleef & Arpels) jewelry design. Enjoy and thank you for listening!
Philip the Good is tired of the Hundred Years War. He's tired of the destruction, he's tired of the death, and he's tired of his ally's inability to defend his lands. But the Duke of Burgundy finds himself trapped by an oath not to make a separate peace with the increasingly powerful French Court of Charles VII. Time Period Covered: 1431-1435 Notable People: Philip the Good, Charles VII of France, Cardinal Niccolo Albergati, Arthur de Richemont, Yolande of Anjou, Charles of Anjou Count of Maine, Charles I Duke of Bourbon Notable Events/Developments: Peace Conference of Auxerre (1433), Peace Conference of Siene-Port (1433), Fall of Georges de la Tremoille, Peace Conference of Nevers (1435)
[METAMORPHOSE PODCAST] Anne Ghesquière reçoit Blanche de Richemont, écrivaine, philosophe, journaliste, conférencière et aventurière française. Ensemble, elles cherchent à voir comment briser les limites, sortir des cases, respirer, voir grand. Sommes-nous véritablement libres ? Qu'est-ce qui fait sens pour nous ? Que faire de ses blessures pour qu'elles ne deviennent pas des limites ? Comment parvenir à aimer de manière inconditionnelle ? Blanche de Richemont nous transmet ses leçons du désert pour nous permettre de cheminer vers l'amour et la liberté véritables avec en miroir une autre aventurière : Isabelle Eberhardt, un personnage hors normes, rebelle et amoureuse qui, en 1901, a 23 ans lorsqu'elle quitte sa suisse natale pour sillonner le désert algérien. Son dernier livre, La fille du désert. Une vie avec Isabelle Eberhardt est paru aux Presses de la Cité. Épisode #531À ré-écouter :#403 Blanche de Richemont : Trouver en nous le courage pour vivre pleinementRecevez un mercredi sur deux l'inspirante newsletter Métamorphose par Anne GhesquièreFaites le TEST gratuit de La Roue Métamorphose avec les 9 piliers de votre vie !Suivez nos RS : Insta, Facebook & TikTokAbonnez-vous gratuitement sur Apple Podcast / Spotify / Deezer / CastBox/ YoutubeSoutenez Métamorphose en rejoignant la Tribu MétamorphoseQuelques citations du podcast avec Blanche de Richemont :"On peut être à terre, on peut être blessé, rejeté, isolé et quand même aimer la vie pour ce qu'elle est et non pas pour ce qu'elle offre." "La douleur, le désert, le dénuement nous permettent de nous rendre compte de la grâce de tout ce qu'on a, que rien n'est un dû.""La liberté est de soumettre sa vie à son rêve, à son idéal, à son exigence, à sa quête, à quelque chose qui nous élève et qui nous grandit.""Aimer, c'est toujours aimer quand même."Avant-propos et précautions à l'écoute du podcast Thèmes abordés lors du podcast avec Blanche de Richemont :00:00 Introduction03:21 En quoi le désert peut nous donner le goût des autres.4:51 Portrait de l'aventurière Isabelle Eberhardt.8:22 Pourquoi faire le choix du désert ?13:17 L'importance d'accepter sa part d'ombre.16:12 Ce que la douleur peut nous enseigner.21:03 Être une femme dans un milieu d'hommes : les leçons du désert.27:33 Comment embrasser pleinement la liberté.30:56 L'amour inconditionnel exige-t-il de sacrifier sa liberté ?38:34 En quoi devenir libre de sa propre volonté peut-il permettre d'être encore plus libre.46:57 Vivre le silence et le désert dans sa vie quotidienne pour trouver le bonheur véritable.52:30 Comment garder le centre : la métaphore des derviches tourneurs !54:06 La métamorphose : écriture et transmission.Photo DR Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
Joining us for our final interview recorded in the Scratch Event DJs remote podcast studio at the Revtech Rev Summit is Richard Kestenbaum, leading retail influencer, Forbes contributor, and co-Founder and Partner at Triangle Capital.Richard and his firm specialize in mergers, acquisitions and capital-raising for consumer-related businesses, and were fortunate to get his insightful perspective and uniques takes on a variety of topics, including the accelerating pace of disruption, resistance to change, and the transformative impacts of AI. We also get Richard's hot-takes on an improving deal environment, department store consolidation, and whether taking a company private makes any difference whatsoever.But first we unpack the most important retail news of the week, starting with the impacts of climate change and the imminent US elections, brought to you by SCAYLE. Then it's on to talk about the implications of Amazon Prime Days on the holiday season. We conclude with deals, deals, deals as MyTheresa's plans to acquire YNAP from Richemont, Moose Knuckles gets a minority investment from Chinese apparel giant Bosideng, Couche-Tard ups its offer to take-over convenience store giant 7-Eleven. and Selfridge's receives a 40% investment from PIF, the Saudi wealth fund.For more on the Berns Communication Group's Retail Influencer Network go here.For our 2022 interview with MyTheresa's CEO Michael Kliger go here. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
Send us a textPrices for the most in-demand luxury watches have been in freefall on the secondary market since March 2022 as a pandemic-era rally fizzled. Are luxury watches a good investment, how do watch prices perform in the long run?Patrick's BooksStatistics For The Trading Floor: https://amzn.to/3eerLA0Derivatives For The Trading Floor: https://amzn.to/3cjsyPFCorporate Finance: https://amzn.to/3fn3rvCSupport The ChannelPatreon Page: https://www.patreon.com/PatrickBoyleOnFinanceBuy Me a Coffee: https://buymeacoffee.com/patrickboyleContactVisit our website: www.onfinance.orgFollow Patrick on Twitter Here: https://twitter.com/PatrickEBoylePatrick Boyle on YouTube Investor's Deep DiveInvestment Insights You've Never HeardListen on: Apple Podcasts SpotifySupport the show
In this joint podcast with Salesforce Commerce Cloud, Natalija Pavic welcomes regular host, Kailin Noivo, CEO of Noibu, and Monica Villaquiran, VP of Infrastructure, Client Experience, and Innovation at Richemont, for a deep dive into digital innovation in the luxury retail sector. Kailin shares how Noibu's proactive error-monitoring technology has transformed how brands like Richemont optimize their online experiences, preventing costly technical issues from disrupting customer journeys. Monica adds her insights into how luxury retailers are integrating digital tools to create seamless experiences, reflecting on the key role AI now plays in identifying and solving complex business challenges. Tune in for an insightful conversation on how luxury brands are balancing tradition with cutting-edge tech and what the future of AI holds for the retail industry.
Today's guest is gentleman dealer Eric Wind of Wind Vintage. Eric was one of the earliest contributors to Hodinkee, writing his first article about the Universal Geneve Polerouter way back in 2010.Over the years, he published the weekly "Bring A Loupe" column and you probably also recognize him from his multiple Reference Points appearances – Speedmaster, GMT-Master, Explorer, and Submariner – and his two talks for the Horological Society of New York.After his time as a Hodinkee contributor, Eric joined Christie's as a VP and Senior Specialist of Watches. In 2017 he set out on his own with Wind Vintage. Nowadays, you surely recognize his wrist and white cuff, always adorned with a rare or beautiful vintage watch.Eric tells a few stories about putting together those epic Reference Points, then we talk about the current vintage watch market, his modern watch collabs, and a charitable auction coming this December that he's involved in. Thanks for listening, and I hope you enjoy this week's episode of Hodinkee Radio.Show Notes00:01: Wind Vintage and Eric's Instagram3:58: Reference Points: Rolex SubmarinerReference Points: Omega Speedmaster8:45: FHH Monthly Report on Swiss Watch Exports9:00: Half-year financial reports for Swatch Group, Richemont, and LVMH9:25: Watch Charts12:30: Patek 3941J with "doré" dial22:45: Tropical Abercrombie & Fitch Seafarer that sold at Christie's in 2017 and Phillips in 202125:49: Example of a Heuer 2447S with "eggshell dial"28:35: Eric's unpolished Rolex Submariner 551029:10: Collector's Guide To The Rolex Submariner 551229:20: Collector's Guide To The Rolex Submariner 551339:05: The Rowing Blazers Seiko 5 Collab39:17: Eric's collaboration with Tracksmith and Merci40:00: Zodiac x Rowing Blazers Harry's Bar Super Sea Wolf40:15: Zodiac x Rowing Blazers "Trading Places" GMT47:30: Brian LaViolette Foundation