Podcasts about Sector

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: whether we're approaching peak AI spending, what Nvidia's earnings could tell us about the next phase of the AI trade, and why the biggest opportunity may be companies using AI to surprise investors with better-than-expected growth. Plus, Airbnb and Delta as emerging AI beneficiaries, a bullish setup in materials, ETF Issuer of the Year, LeBron James' massive $300 million loan, Netflix vs. Spotify, and more. This episode is sponsored by F/m Investments and SGVA, the F/m Accumulator Ultrashort Treasury ETF. To learn more about SGVA, visit ⁠Fminvest.com/SGVA⁠ Please take our 2026 audience survey ⁠HERE⁠. Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode examines the declining male labor force participation rate in America, which has fallen to its lowest level since 1948, with roughly one in three men no longer working or seeking work. While mainstream explanations point to manufacturing decline, an aging population, and the opioid crisis, host John Odermatt argues that a decade of DEI policies has systematically pushed men—especially white men—out of industries across corporate America, academia, media, and tech. Drawing on Jacob Savage's viral Compact Magazine article "The Lost Generation" and survey data from hiring managers themselves, the episode presents sector-by-sector evidence of documented hiring discrimination. Odermatt shares his own experience of being pushed out of corporate America and reframes the crisis not as a story of victimhood, but as a call for men to build income streams they control—through entrepreneurship, skilled trades, and commission-based work. The episode closes with a challenge to listeners: stop building your life on a foundation someone else can pull out from under you. Video Chapters 0:00 - The Hook: One in Three Men Are Not Working 1:10 - Welcome to Finding Freedom 2:09 - The Mainstream Explanation: Manufacturing, Opioids & Aging 3:03 - The DEI Explanation: What the Media Won't Say 3:32 - The Raw Numbers: Labor Force Participation Data 6:42 - Jacob Savage's "The Lost Generation" Article 8:18 - Sector-by-Sector: TV, Medicine, Academia, Tech & Media 11:22 - What Hiring Managers Admit: The Survey Data 13:45- The Fallout: Opioids, Video Games & Walking Away 16:07 - The Real Lesson: Build Your Own Escape & Closing Sources: The Lost Generation — Jacob Savage, Compact Magazine: compactmag.com/article/the-lost-generation What's Really Going On With Men and Work — American Institute for Boys and Men: aibm.org/research/whats-really-going-on-with-men-and-work-7-facts 1 in 6 Hiring Managers Have Been Told to Stop Hiring White Men — ResumeBuilder.com: resumebuilder.com/1-in-6-hiring-managers-have-been-told-to-stop-hiring-white-men DEI and the Lost Generation — Christopher Rufo: christopherrufo.com/p/dei-and-the-lost-generation Men's Falling Labor Force Participation Across Generations — San Francisco Fed: frbsf.org/research-and-insights/publications/economic-letter/2023/10/mens-falling-labor-force-participation-across-generations Schedule a 15 minute Gut Health Audit with John: https://calendar.app.google/B9fcGdSFjC5caTVu5 SUPPORT LIONS OF LIBERTY: Help keep this podcast going! We rely on listener support to continue bringing you content on freedom, political reform, and personal empowerment.  Support us on Patreon: https://patreon.com/lionsofliberty Support us on Locals: https://lionsofliberty.locals.com/ Subscribe, rate, and review wherever you listen – it makes a huge difference! Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode examines the declining male labor force participation rate in America, which has fallen to its lowest level since 1948, with roughly one in three men no longer working or seeking work. While mainstream explanations point to manufacturing decline, an aging population, and the opioid crisis, host John Odermatt argues that a decade of DEI policies has systematically pushed men—especially white men—out of industries across corporate America, academia, media, and tech. Drawing on Jacob Savage's viral Compact Magazine article "The Lost Generation" and survey data from hiring managers themselves, the episode presents sector-by-sector evidence of documented hiring discrimination. Odermatt shares his own experience of being pushed out of corporate America and reframes the crisis not as a story of victimhood, but as a call for men to build income streams they control—through entrepreneurship, skilled trades, and commission-based work. The episode closes with a challenge to listeners: stop building your life on a foundation someone else can pull out from under you. Video Chapters 0:00 - The Hook: One in Three Men Are Not Working 1:10 - Welcome to Finding Freedom 2:09 - The Mainstream Explanation: Manufacturing, Opioids & Aging 3:03 - The DEI Explanation: What the Media Won't Say 3:32 - The Raw Numbers: Labor Force Participation Data 6:42 - Jacob Savage's "The Lost Generation" Article 8:18 - Sector-by-Sector: TV, Medicine, Academia, Tech & Media 11:22 - What Hiring Managers Admit: The Survey Data 13:45- The Fallout: Opioids, Video Games & Walking Away 16:07 - The Real Lesson: Build Your Own Escape & Closing Sources: The Lost Generation — Jacob Savage, Compact Magazine: compactmag.com/article/the-lost-generation What's Really Going On With Men and Work — American Institute for Boys and Men: aibm.org/research/whats-really-going-on-with-men-and-work-7-facts 1 in 6 Hiring Managers Have Been Told to Stop Hiring White Men — ResumeBuilder.com: resumebuilder.com/1-in-6-hiring-managers-have-been-told-to-stop-hiring-white-men DEI and the Lost Generation — Christopher Rufo: christopherrufo.com/p/dei-and-the-lost-generation Men's Falling Labor Force Participation Across Generations — San Francisco Fed: frbsf.org/research-and-insights/publications/economic-letter/2023/10/mens-falling-labor-force-participation-across-generations Schedule a 15 minute Gut Health Audit with John: https://calendar.app.google/B9fcGdSFjC5caTVu5 SUPPORT LIONS OF LIBERTY: Help keep this podcast going! We rely on listener support to continue bringing you content on freedom, political reform, and personal empowerment.  Support us on Patreon: https://patreon.com/lionsofliberty Support us on Locals: https://lionsofliberty.locals.com/ Subscribe, rate, and review wherever you listen – it makes a huge difference! Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode examines the declining male labor force participation rate in America, which has fallen to its lowest level since 1948, with roughly one in three men no longer working or seeking work. While mainstream explanations point to manufacturing decline, an aging population, and the opioid crisis, host John Odermatt argues that a decade of DEI policies has systematically pushed men—especially white men—out of industries across corporate America, academia, media, and tech. Drawing on Jacob Savage's viral Compact Magazine article "The Lost Generation" and survey data from hiring managers themselves, the episode presents sector-by-sector evidence of documented hiring discrimination. Odermatt shares his own experience of being pushed out of corporate America and reframes the crisis not as a story of victimhood, but as a call for men to build income streams they control—through entrepreneurship, skilled trades, and commission-based work. The episode closes with a challenge to listeners: stop building your life on a foundation someone else can pull out from under you. Video Chapters 0:00 - The Hook: One in Three Men Are Not Working 1:10 - Welcome to Finding Freedom 2:09 - The Mainstream Explanation: Manufacturing, Opioids & Aging 3:03 - The DEI Explanation: What the Media Won't Say 3:32 - The Raw Numbers: Labor Force Participation Data 6:42 - Jacob Savage's "The Lost Generation" Article 8:18 - Sector-by-Sector: TV, Medicine, Academia, Tech & Media 11:22 - What Hiring Managers Admit: The Survey Data 13:45- The Fallout: Opioids, Video Games & Walking Away 16:07 - The Real Lesson: Build Your Own Escape & Closing Sources: The Lost Generation — Jacob Savage, Compact Magazine: compactmag.com/article/the-lost-generation What's Really Going On With Men and Work — American Institute for Boys and Men: aibm.org/research/whats-really-going-on-with-men-and-work-7-facts 1 in 6 Hiring Managers Have Been Told to Stop Hiring White Men — ResumeBuilder.com: resumebuilder.com/1-in-6-hiring-managers-have-been-told-to-stop-hiring-white-men DEI and the Lost Generation — Christopher Rufo: christopherrufo.com/p/dei-and-the-lost-generation Men's Falling Labor Force Participation Across Generations — San Francisco Fed: frbsf.org/research-and-insights/publications/economic-letter/2023/10/mens-falling-labor-force-participation-across-generations Schedule a 15 minute Gut Health Audit with John: https://calendar.app.google/B9fcGdSFjC5caTVu5 SUPPORT LIONS OF LIBERTY: Help keep this podcast going! We rely on listener support to continue bringing you content on freedom, political reform, and personal empowerment.  Support us on Patreon: https://patreon.com/lionsofliberty Support us on Locals: https://lionsofliberty.locals.com/ Subscribe, rate, and review wherever you listen – it makes a huge difference!Become a supporter of this podcast: https://www.spreaker.com/podcast/heartland-newsfeed-radio-network--2904397/support.

In this episode, Paul Bennett, a seasoned fund manager and syndicator with over 45 years of experience, shares insights into ground-up development in self-storage and small bay industrial sectors. He discusses the unique advantages, timelines, and capital raising strategies involved in these asset classes, offering valuable guidance for investors and developers alike.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The country's top restaurants have been crowned at this year's Cuisine Good Food Awards. Queenstown's Essence has taken restaurant of the year and is one of just six nationwide awarded the esteemed three hat rating. Auckland's Ahi, Cocoro, Tala, and Paris Butter, along with Hawke's Bay's Craggy Range were the other five, and Tala's founder and chef Henry Onesemo was named Chef of the Year. Cuisine Magazine Editor Kelli Brett told Mike Hosking it's an exciting time for hospitality, with the best yet to come. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The Q2 earnings season delivered a strong set of results, with positive surprises across sectors and regions. As investors look ahead to the remainder of the year, the broadening of earnings growth and market participation is creating opportunities beyond the dominant AI and technology themes.In this episode, Mathieu Racheter, Head of Equity Strategy at Julius Baer, talks to Helen Freer about the key takeaways from the Q2 earnings season. They explore sector performance, forward guidance provided by companies, the ongoing strength of the AI investment cycle, and the implications of increased competition and monetisation in AI. The conversation also covers the importance of diversification, and how investors can position portfolios for a broader and potentially more volatile market environment into year end.(00:00) - Introduction (00:47) - Key takeaways from Q2 earnings season (02:01) - Sector performance shows broadening growth (03:08) - Forward guidance (04:12) - Evidence of broadening returns (05:13) - The health of the AI investment cycle (06:37) - Volatility in AI-related stocks (07:54) - Monetisation of AI investments (09:18) - Impact of lower cost AI models (10:44) - The case for diversification beyond AI (12:03) - Alternatives to AI across sectors and regions (13:30) - Closing remarks and legal information 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.

What does it look like to build a technology ecosystem from the ground up in a field most people can't yet name?In this episode of B the Way Forward, host Brenda Darden Wilkerson sits down with Kate Waimey Timmerman, CEO of the Chicago Quantum Exchange (CQE), the Midwest's most powerful quantum information science and engineering consortium uniting universities, national labs, government agencies, and private industry.Kate brings a rare combination to her role: a decade-plus background in neuroscience, a systems-builder's mindset, and an unapologetic commitment to making quantum one of the most accessible and inclusive sectors in emerging tech. Brenda and Kate dig into what it takes to lead across a non-traditional multi-institution ecosystem, why the growth mindset doesn't expire at graduation, how the South Side of Chicago became an unlikely anchor for quantum innovation, and what accountability actually looks like when you're building something the country has never built before.This is a conversation about awareness, access, and the courage to build a future that doesn't just replicate the models of the past.Connect with Kate on LinkedIn We Learned About:Why "awareness, awareness, awareness" is the foundational operating principle at CQE and in high-stakes scientific environmentsHow Kate transitioned from neuroscience to leading one of the country's premier quantum ecosystems and why that path is the pointWhat it really takes to lead across a multi-stakeholder ecosystem spanning universities, startups, national labs, and governmentWhy quantum technologies are far more accessible than people assume, and what the Midwest Quantum Workforce Strategy is doing to prove itThe Duality accelerator, the first quantum-focused startup accelerator in the United States, and how it was built for the globe, not just one institutionChapters:0:00 Introduction & Season Theme1:00 Meet Kate Waimey Timmerman, CEO of Chicago Quantum Exchange2:00 Staying Aware in Systems Optimized for Speed, Not Reflection4:00 Leading Across a Multi-Institution Ecosystem6:30 From Neuroscience to Quantum: What People Misunderstand8:00 What People Outside the Field Need to Know About Quantum Now11:00 Career Transitions and Identifying Your Transferable Skills14:30 Risk, Growth Mindset, and Why Adulthood Is the Best Time to Develop It17:30 Staying Grounded When You Lead at Scale20:00 When the Science Is Ready but the System Is Not22:00 Being First to Market: CQE and the Duality Accelerator24:30 What Short-Term and Long-Term Success Looks Like for CQE27:00 What Neuroscience Taught Kate About Leading Complex Systems30:00 What Real Accountability Looks Like in an Emerging Tech Ecosystem31:00 Why the South Side of Chicago Matters for Quantum's Future32:30 Open Quantum Initiative and the Q Ready Program35:00 How to Stay Aligned When Your Vision Is This Big36:30 Closing Thoughts: Building Differently, Not Just Building Forward#BTheWayForward #QuantumComputing #WomenInSTEM #ChicagoQuantumExchange #EmergingTech #InclusiveInnovation #TechLeadership

Who should pay for our care as we get older? It's a major issue facing Aotearoa and according to a new report the current age care system can not meet future demand safely, equitably or sustainably without a major shake. Aged Care Commissioner Erin James spoke to Lisa Owen.

Today marks the start of New Zealand Fashion Week - 25 years since the first fashion week saw local designers on the runway. But it's been a rocky time for the industry, with lables like Wynn Hamlyn, Sylvester and Jimmy D among the well known designers closing down - that's had a knock on effect for local machinists and manufacturers. Caitlin Crisp, who founded her Auckland-based label in 2019, is headlining this year's Fashion Week. She spoke to Ingrid Hipkiss.

Episode 381: What Leaders Must Know to Build Cross-Sector Power (Karen Riordan)Episode SummaryNonprofit leaders often assume advocacy, cross-sector partnerships, and funding diversification are someone else's job — but Karen Riordan, President & CEO of Together SC in Myrtle Beach, South Carolina, argues that building real power for the sector starts with everyday relationship-building. Drawing on three decades of for-profit marketing experience before her move into nonprofit leadership, Riordan makes the case that nonprofits are businesses too, deserving of the same respect, visibility, and strategic rigor as any company in the community. She shares how to build relationships with lawmakers long before you ever need something from them, why chambers of commerce and civic groups are an underused bridge to the business community, and how to have hard budget conversations with your board before a funding crisis forces the issue. Listeners will walk away with concrete, low-lift ways to build cross-sector alliances, advocate for their organization without feeling like a lobbyist, and lead with pride even when the funding landscape feels shaky.About KarenKaren Riordan is President & CEO of Together SC (formerly the South Carolina Nonprofit Association), the statewide network that strengthens and champions the nonprofit sector across South Carolina, a role she stepped into in 2024. She spent three decades building brands in the for-profit world, first in the tourism industry and later in automotive marketing, where she managed teams of up to 1,200 employees, before moving into the nonprofit space by way of the Myrtle Beach Chamber of Commerce, where she founded both Keep Myrtle Beach Beautiful and Partnership Grand Strand. A journalism graduate who has volunteered for nonprofits since high school - across subsectors from animal welfare to food insecurity - Riordan now channels that business rigor and marketing instinct into raising the visibility and respect of nonprofits statewide. She's an avowed re-reader of Jim Collins' Good to Great and a self-described “maniac” for a good thriller series in her downtime.ResourcesKaren's LinkedIn: linkedin.com/in/karen-riordan-72a88a2Together SC: TogetherSC.orgCheck out Together SC's “Nonprofits Get It Done” campaign (modeled on the National Council of Nonprofits) and their upcoming scenario-planning workshops for budget diversificationBook recommendation: Impact Networks by David EhrlichmanFollow Your Path to Nonprofit Leadership and please leave a review!Learn more about the leadership resources at Armstrong McGuire:  ArmstrongMcGuire.com

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market can make you feel like you need to be doing something all the time… but what if the biggest trading advantage is knowing when to sit on your hands? This conversation gets into overtrading, FOMO, revenge trading, and why some of the biggest trading mistakes happen when you simply can't leave your strategy alone.There's a part in here that really hits. Overtrading isn't just about taking too many trades. It's about breaking your own playbook because you're bored, emotional, trying to be right, or afraid of missing the next big move. That's why there's so much talk about having a predefined trading plan, controlling position size, accepting small losses, and learning to judge yourself by your process instead of your P&L. Because three losing trades don't automatically mean your strategy is broken… and one big winner doesn't mean you're a genius.And the market analysis in this one gets really interesting too. Plan ETF is sitting in a position where there's literally nothing to do, so the best move is to leave it alone. Meanwhile, paper trading through the Sector Intelligence Map is being used to test whether stronger sectors and industries can create more opportunities for Plan M. The biggest discovery? A new way of looking at sector rotation that shows money moving from one sector to the next… potentially helping traders stay in Stage 2 for much longer.Then there's the brand-new “waterfall” view of sector rotation. Materials, energy, healthcare, discretionary, technology… the data starts showing how leadership shifts over time and where money has been moving. It's a fascinating look at how traders can use monthly sector rankings to follow what's actually working instead of trying to predict what's going to work next.✅ Overtrading, FOMO, revenge trading, and trading psychology✅ Building a trading playbook and sticking to your rules✅ Plan ETF, exit signals, and why sometimes doing nothing is the right move✅ Sector Intelligence Map, paper trading, and Plan M experiments✅ Sector rotation, the new “waterfall,” and following where money is movingIf you've ever felt like you need to make a trade just because the market is open… this one is probably gonna hit home. Sometimes the best trade is the one you don't make.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

The cost of caring for our oldest, and some of our most vulnerable, is going up so much faster than the funding its receiving that the gap is now somewhere in the region of $650 million. A $650 million dollar funding gap is putting pressure on New Zealand's aged residential care sector, according to a new report from Westpac. The bank says the gap has widened significantly from about $170 million in 2014, as funding fails to keep pace with a rapidly ageing population, rising costs of care and ongoing workforce shortages. It finds ensuring the financial sustainability of the sector is now a key challenge, suggesting reforms to the current funding model. Westpac NZ industry economist Paul Clark spoke with John Campbell

A new report finds the funding of aged residential care is not keeping up with the cost of providing it. The Westpac NZ report investigates what challenges and opportunities service providers could face in the future. It finds, with an aging population, people will require more complex and costly care. Westpac economist Paul Clark told Mike Hosking the biggest cost is labour, which made up around 70% of operating costs. He says that highly specialised labour is needed, and as more older people move into aged care facilities, they need higher and higher quality care, which requires better and better labour. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Our guest on this week's HortWeek Podcast is CEO of one of the biggest players across both ornamentals and fruit production in the UK.Matt Jarrett, the group CEO at Greosn unpacks the group's rapid expansion, from his roots in the ornamental sector (Newey) and ethical labour (Proforce) to running a £400m powerhouse in the UK fruit and ornamental markets.Jarrett details Greosn's recent acquisitions, including the Mansfield's group and Emery Fruit Farms which expanded its fruit portfolio to £95m and yielding around 10,000 tonnes of berries and 27,000 tonnes of apples annually.Diversification has given the firm year-round revenue streams, from hand-picking 800 million daffodil stems in Cornwall in the spring, to top fruit harvesting in autumn.Jarrett discusses the state of the UK's Seasonal Worker Scheme (SWS) where Government reductions in visa quotas threaten to hamper growth:"I worry slightly around the growth of the category... we're only as good as the labor that we can put on these businesses at this time."Of course, automation and other technologies offer opportunities for efficiencies. Jarrett discusses Greosn's £15 million CAPEX spend this year featuring AI flower forecasting, precision agronomy, UV robotics to combat mildew, and a new 15-line packhouse facility in Kent.Growth will also come from acquisitions, and Jarrett hints at upcoming acquisitions to take the business to a new financial landmark: "We've got a very clear strategy to really push the business and get to a sort of a billion by 2029." Hosted on Acast. See acast.com/privacy for more information.

It's a tough time for hospitality, with recent Centrix data showing an increase in the number of hospitality businesses placed into liquidation. John Campbell spoke to Alex Cappy, CEO of First Table, about the state of the sector and how the platform works with restaurants.

The Association of Farm and Forestry Contractors in Ireland says the Government needs to keep the €100m fuel support scheme going and keep it within the sector. Jerry spoke to the association’s public relations officer Gary Culbert.

Asbury Research's John Kosar examines the S&P 500's (SPX) breakout, citing short covering and strong market internals as key drivers. He discusses dramatic sector rotation favoring financials, technology, and industrials, while explaining why the 7,621 level is critical for the index's push toward 8,000 and why the Nasdaq-100's (NDX) relative weakness bears watching.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Many artists say there is a disconnect between the government's commitment to growing creative industries and the reality on the ground. Anders Falstie-Jensen is a playwright, director, and theatre producer with more than two decades in the industry. He spoke to Ingrid Hipkiss about the challenges facing the sector.

La Mesa TIC - 11.08.2026 - ¿Qué uso se le está dando a la Inteligencia artificial en el sector de la salud? by En Perspectiva

El analista de mercado y profesor de la Universidad Francisco Marroquín, analiza los valores de Indra, Sabadell, Merlin Properties y CIA Automotive

There has been no 11-figure upstream M&A since Devon Energy and Coterra Energy announced their $21.4 billion merger in early February, just a few weeks before the war on Iran started and the Strait of Hormuz was closed. But other, somewhat smaller — but still noteworthy — deals continue to happen.

Las extorsiones a aguacateros en Michoacán han alcanzado niveles críticos, evidenciando el fracaso de las estrategias de seguridad actuales. Juan Carlos Venegas, reconocido empresario del sector, conversó con Ana Francisca Vega en MVS Noticias para denunciar la grave situación que enfrentan los productores, quienes se encuentran atrapados entre la inseguridad y la incertidumbre comercial tras las recientes suspensiones de exportación a Estados Unidos.See omnystudio.com/listener for privacy information.

Ya'll need anything from Wall Market?!FFVII talk starts at 45:00RPG Summer hits the town for a night at the Wall Market to don our best dresses and fight a house from hell! We cover everything from leaving sector 5 to arriving back in Sector 7 through the Train Graveyard.PLUS: Michael talks about beating Super Mario Bros. for the very first time, and Eric gives his thoughts on Halo: Campaign EvolvedFollow @StateOfTheSave on Instagram and Bluesky for updates; catch streams, clips, and highlights on YouTube, Twitch, and TikTok. Subscribe and leave a review — every rating/comment/thumbs up/follow helps more listeners discover the show.Timecodes:0:00 - Housekeeping - We're going to Game and Geek Expo 20265:10- Super Mario Bros.17:15 - Doom: The Dark Ages - Revelations20:50 Halo: Campaign Evolved45:00 - Final Fantasy VII RemakeNEXT SHOW: Play chapters 12-14Metro — Scandinavianz [Audio Library Release] Music provided by Audio Library Plus Watch: ⁠⁠⁠https://youtu.be/NPKwINq8D_4⁠⁠⁠Free Download / Stream: ⁠⁠⁠https://alplus.io/metro⁠⁠⁠Jungle Mood — Peyruis [Audio Library Release]  Music provided by Audio Library Plus Watch: ⁠⁠⁠https://youtu.be/AE4AWGTNa-A⁠⁠⁠Free Download / Stream: ⁠⁠⁠http://alplus.io/JungleMood⁠⁠⁠——————————————#finalfantasy #ffvii #finalfantasyvii #remake #rebirth #Halo #HaloCampaignEvolved

A park ranger horror story and terrifying first-person account of a search and rescue mission for a child who went missing in sector four. If you love national park missing person stories, deep woods survival stories, and genuinely scary podcasts to sleep to, this anthology horror story is for you.By- gamalfrank#scarystories #creepypasta #truescarystories #deepwoods #parkrangerstories #parkranger #nationalpark #slenderman #cryptidencounters

Sergio C. Fanjul, José Mansilla y Mariangela Paone reflexionan sobre los valores europeos a raíz del impacto de la crisis migratoria en Ceuta. También debaten sobre los retos de la Inteligencia Artificial en el sector editorial y artístico junto a la abogada y experta en propiedad intelectual Marta de la Dehesa.

El director editorial de El Financiero revisa el giro del gobierno de Claudia Sheinbaum sobre el fracking, la inflación de julio reportada por el INEGI tras la decisión de Banxico de mantener tasas, y el desempeño de la industria automotriz.

Today we dive into Self-Storage investments.My guest is Clint Harris. Clint is a former medical sales professional turned real estate investor and co-host of the podcast, Truly Passive Income. After spending 16 years working alongside physicians and clinical teams, Clint gained firsthand insight into the demanding schedules, pressures, and financial challenges healthcare professionals face. While still working full time in medical sales, Clint began building passive income through real estate investing, ultimately transitioning into large-scale commercial projects. Today, he is a General Partner at Nomad Capital, where he helps develop and operate cash-flowing commercial assets and has helped raise capital for over $150 million in stabilized properties. Clint now focuses on educating busy medical professionals on how to invest passively - allowing them to continue practicing medicine while their money works for them. His approach emphasizes simplicity, diversification, and long-term financial stability without sacrificing time or patient care  Discussion points:- Clint's introduction and exposure to storage investing (2:30)- meeting his partners (10:01)- Nomad Capital (13:00)- Mid-long term storage thesis (15:49)- Optimizing margins in storage (24:43)- Cost control measures (29:24)- Occupancy trends in storage (32:56)- Headwinds & tailwinds (35:21)- Syndications & the tough questions to ask (38:22)- Timelines (44:32)- Closing thoughts (46:11)Clint Harris:Website:  https://nomadcapital.usLinkedIn: www.linkedin.com/in/clint-harris-543265139 YouTube: https://www.youtube.com/channel/UCe0F1abrRXQX2KpSl5qEnoA Podcast: https://podcasts.apple.com/us/podcast/truly-passive-income/id1693667029 Yatin Chadha:Newsletter: https://www.beyondmd.ca/newsletterWebsite: https://www.beyondmd.ca/LinkedIn: https://www.linkedin.com/in/yatin-chadha/Email: yatin@beyondmd.ca

Hour 4 opens with guest host Heidi Harris and Kim St. Onge reacting to Dr. Abdul El-Sayed's victory in Michigan's Democratic U.S. Senate primary, evaluating entitlement program oversight and wage standards in the fast-food sector. In Segment 2, Heidi and Kim analyze Donald Trump's "No Tax on Tips" proposal, examining the $25,000 annual deduction cap, IRS tip allocation rules, and rising point-of-sale tipping prompts. Managing Editor Craig Bannister (CNS News) joins in Segment 3 to review Rasmussen Reports survey data on public support for Democratic Socialists of America (DSA) proposals, including structural overhauls to the presidency and Supreme Court. Hour 4 concludes with Segment 4, as Heidi highlights her true-crime podcast Vegas Crime Files and discusses high-profile Las Vegas criminal investigations. Hour Hashtags #HeidiHarris #KimStOnge #AbdulElSayed #NoTaxOnTips #CraigBannister #CNSNews #VegasCrimeFiles #MOpol Hour Guest List Craig Bannister (Managing Editor, CNS News)

Denis Drennan, President of the ICMSA, and Peter Stevenson, Chief Policy Advisor of Compassion in World Farming, on the impact of the withdrawal of Brittany Ferries from the transport of livestock.

Interview recorded - 31st of August, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Chris Vermeulen. Chris is the Founder & Chief Market Strategist at The Technical Traders. During our conversation we spoke about the current situation in the markets, the volatility in tech stocks, US Dollar bullishness, precious metals and more. I hope you enjoy!0:00 - Introduction1:07 - Overview of markets2:40 - Tech stocks4:29 - Sector rotation6:08 - Bear market8:40 - US Dollar11:08 - Precious metals14:55 - Bullish assets?18:55 - Portfolio allocation19:37 - Energy20:55 - One message to takeawayChris Vermeulen is a visionary investor who pioneered an industry-breaking method of investing called “Asset Revesting.” Chris introduced this innovative approach in his latest book, “Asset Revesting – How to Exclusively Hold Assets Rising in Value, Profit During Bear Markets, and Continue Building Wealth in Retirement.“Chris's journey in the financial world began in 1997 at 16. Using his innate talent for trading and risk management, Chris earned enough money to pay for his final year of college, where he earned a business diploma in operations management. He then transitioned into a full-time entrepreneur and trader, achieving financial freedom in his 20s.His expertise in technical analysis led him to create systematic processes that uncover unique trading and investment opportunities. A persistent advocate for managing portfolio risk, Chris has little faith in the buy-and-hold strategy, which often entails holding onto depreciating assets.Chris's innovative approach to asset allocation emphasizes efficiency, resulting in systems that manage portfolio positions, exhibit low drawdowns, and consistently outperform the markets. His short-term and long-term strategies are perfect for those seeking proven techniques to manage and protect capital.Chris is widely recognized as an exceptional technical trader, possessing profound insight and a keen understanding of market trends. He shares his wisdom in his book “Technical Trading Mastery, Second Edition – 7 Steps to Win with Logic,” further solidifying his reputation as a trailblazer in the financial industry.Chris Vermeulen - Website - https://thetechnicaltraders.com/Twitter - https://twitter.com/TheTechTradersYouTube - @TheTechnicalTraders WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcMost traders spend their time searching for the next winning stock... but what if the biggest advantage isn't finding better trades—it's avoiding the bad ones? Sometimes the smartest move isn't buying more... it's knowing when to stay patient and let the market come to you.This conversation dives into how professional traders filter out market noise using breadth, order blocks, sector rotation, and disciplined risk management. Instead of reacting to every headline or chasing stocks that have already made huge moves, the discussion explains how confirmation, probabilities, and a repeatable process can help traders focus only on the highest-quality opportunities.One of the biggest lessons from this episode is that consistency beats excitement. Great traders don't need to catch every rally or predict every correction. They simply follow their plan, manage their downside, and let the statistics work over time. That's why trading psychology, patience, and proper position sizing often matter far more than finding the "perfect" setup.There's also a complete market update covering SPY, QQQ, market breadth, sector performance, order blocks, real portfolio management, active trade reviews, and practical examples of how disciplined traders adapt as conditions change instead of fighting the market.✅ SPY, QQQ, market breadth, and order block analysis✅ Sector rotation and identifying high-probability setups✅ Real portfolio updates and active trade management✅ Position sizing, risk management, and trading psychology✅ Building a repeatable process for long-term consistencyIf you've ever felt like you're constantly chasing the market instead of staying one step ahead... this episode will show why patience and discipline are often the biggest competitive advantages a trader can have.Video Link: https://www.youtube.com/watch?v=AEClm2Inh-M&t=611sSubscribe to OVTLYR for disciplined trading strategies that actually make sense.

In a world where change is happening faster than ever, the biggest challenge is not just finding new tools; it is helping people feel ready to use them.  In today's episode, Nathan talks with Mallory Erickson, the creator of Practivated, the first fundraiser readiness platform. Mallory shares the story behind Practivated and explains that it was created to solve real problems in the fundraising sector, including fundraiser burnout, declining participation, and the need to better support professionals. She explains that her goal was not just to build a technology product, but to create a solution that helps people grow their skills and confidence.  Furthermore, Mallory discusses the challenges of AI adoption, including fear, resistance to change, and the difficulty leaders face when trying to introduce new ideas. She explains how Practivated helps people build AI confidence through role-play, coaching, and feedback. The conversation also explores why practice is important for turning knowledge into real action and why curiosity is more valuable than trying to have all the answers.   [04:05] Solving the Right Problem  [09:18] Balancing Realism and Awareness  [16:13] The Real Innovation Barrier  [22:27] Trust Before Technology  [29:04] Confidence Is Curiosity  [38:18] Practice as a Path to Progress  Connect with Mallory:  LinkedIn: linkedin.com/in/mallory-erickson-bressler/  Website: malloryerickson.com  Website: practivated.com 

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcMost traders think the hardest part of investing is finding the right stock... but that's only half the battle. The real challenge is knowing when to buy, when to sell, and having the discipline to stick to your plan when emotions start taking over.This conversation breaks down why market timing isn't about making perfect predictions—it's about stacking probabilities in your favor. From order blocks and market breadth to sector rotation and trend confirmation, the discussion explains how professional traders use data to avoid chasing stocks after they've already made their biggest move. There's also a closer look at why buying strength often beats trying to catch falling knives, even when the headlines make the market feel uncertain.One of the biggest takeaways from this episode is that successful traders don't need to be right all the time. They simply need to manage risk better than everyone else. The discussion explores position sizing, respecting sell signals, waiting for confirmation, and why protecting your capital is what allows you to take advantage of the next great opportunity when it finally appears.There's also a complete market update covering SPY, QQQ, market breadth, order blocks, sector rotation, bond yields, active portfolio updates, and several real trade examples that show how disciplined investing can outperform emotional decision-making over the long run.✅ SPY, QQQ, market breadth, and order block analysis✅ Sector rotation and identifying market leaders✅ Buy signals, sell signals, and trend confirmation strategies✅ Real portfolio updates and disciplined trade management✅ Trading psychology, risk management, and long-term consistencyIf you've ever wondered why some traders stay calm while everyone else is chasing headlines... this episode shows how a disciplined process can help you navigate any market.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

María Magdalena Seminario Marón, ministra de la Mujer y Poblaciones Vulnerables, manifestó su rechazo ante los actos de violencia física y psicológica denunciados contra el diputado Julián Pérez Mallqui, de Juntos por el Perú. La titular del sector informó que su despacho tomó conocimiento del caso a través de los medios de comunicación y que brinda soporte legal y psicológico a la denunciante y a su familia.

In this week's MBA Admissions podcast we began by discussing the upcoming events Clear Admit is hosting. We plan to do a livestream event on Tuesday, September 1, ahead of the Round 1 deadlines. This event is for participants to ask any questions they have for their Round 1 strategy. Graham and Alex will be hosting, as usual. We hope to roll out these livestream events on a monthly schedule. Later in September, Clear Admit will also host several more webinar events featuring admissions professionals from the top MBA programs. Signups for those events are here: https://www.clearadmit.com/events Graham highlighted a recently published article that focuses on Chicago / Booth's new research center for supply chain and applied technologies. Graham also noted an admissions tip detailing how to identify and prepare recommenders for the MBA admissions process. Clear Admit continues its Adcom Q&A series. This week Graham notes a written and a podcast Q&A from Berkeley / Haas. For this week, for the candidate profile review portion of the show, Alex selected two ApplyWire entries: This week's first MBA admissions candidate has a 3.73 GPA and 675 GMAT. They have what appears to be strong work experience and some decent entrepreneurial experience. This week's second MBA applicant is seeking to pivot away from the Oil and Gas sector. They are from Pakistan and have more than 11 years of experience. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

In today's episode on 3rd August 2026, we explain why a prolonged conflict in West Asia is slowing down India's real estate industry.Sign up for FREE insurance masterclass by Ditto

Susan Spence discusses the latest surge in U.S. manufacturing activity, with the PMI reaching its highest level since May 2022. She highlights the employment index moving above 50 for the first time in 33 months, signaling growing confidence among manufacturers as order flow and production improve despite ongoing geopolitical and policy risks.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market keeps making new highs... but beneath the surface, the story looks very different. While the major indexes continue climbing, fewer stocks are participating, market breadth is weakening, and warning signs are starting to appear. The question isn't whether the rally has been impressive... it's whether it still has enough fuel to keep going.This conversation dives into why market breadth matters more than most traders realize. Instead of focusing only on the S&P 500 or Nasdaq, the discussion explores how participation across the market can reveal hidden strength—or hidden weakness—long before it shows up in the headlines. There's also a breakdown of order blocks, trend confirmation, and why patience often creates better opportunities than chasing stocks after they've already made their biggest move.One of the biggest lessons in this episode is that successful traders don't need to predict every market move. They simply need a repeatable process. From waiting for high-probability setups to respecting sell signals, managing risk, and avoiding emotional decisions, the discussion explains why consistency always beats trying to outguess the market.There's also a full market update covering SPY, QQQ, market breadth, order blocks, sector rotation, bond yields, active portfolio management, and several real trade examples showing how disciplined traders adjust as market conditions change.✅ SPY, QQQ, market breadth, and order block analysis✅ Sector rotation and finding leadership before the crowd✅ Buy signals, sell signals, and trend confirmation✅ Real portfolio updates and disciplined trade management✅ Trading psychology, risk management, and building consistencyIf you've ever wondered why the market can keep going higher even while fewer stocks are participating... or how professional traders recognize those warning signs before everyone else... this episode is packed with insights you can use in your own trading.Video Link: https://youtu.be/GlcgiexcshA?is=SYYeeKWCkB5dMNsOSubscribe to OVTLYR for disciplined trading strategies that actually make sense.

En Perspectiva Interior - Salto: ¿Cómo está el sector productivo a 15 días del temporal? by En Perspectiva

Sheinbaum entrega viviendas y amplía el plan habitacional en Oaxaca Envían al Altiplano a presuntos integrantes del CJNGNuevos bombardeos dejan muertos y heridos en GazaMás información en nuestro podcast#grc

The Middle East conflict and rising fuel prices don't seem to have stopped kiwis from travelling. Data from the Travel Agents' Association of New Zealand shows sales are up for the year to June. The association's CEO, Julie White spoke to John Campbell.

Bob Zimmerman notes China continues the dangerous practice of dropping uncontrolled rocket debris on its citizens, forcing them to hide in tunnels. In the commercial sector, the startup Catalyst attempted a high-speed satellite rescue mission, demonstrating rapid launch capabilities despite technical failures. Meanwhile, astronomers have identified a rare midsize black hole, a discovery that will likely be expanded upon as the new Rubin telescope begins its sky surveys. (16)1941

Our guide to the latest earnings in the luxury sector and what they mean for the global economy. Then: newspapers from Asia, Europe’s busiest travel week, the continued rise of golden visas, and ‘Med, Mountains & More’. See omnystudio.com/listener for privacy information.

Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Linked In

Markets remain trapped below key technical resistance, with the S&P 500 unable to reclaim its 20-day and 50-day moving averages. While money flows continue to soften and price action stays locked in a tightening consolidation pattern, market internals tell a different story. Lance Roberts shares why equal-weighted stocks are outperforming, why Mega-Cap technology and semiconductors are no longer carrying the market, and how improving market breadth is masking weakness in the headline indexes. We also discuss the seasonal challenges of August and September, what investors should watch for before adding risk, and why diversification becomes especially valuable during periods of market rotation. Rather than chasing headlines, successful investing often means recognizing when leadership is changing, maintaining discipline, and preparing to capitalize on opportunities when quality companies become temporarily mispriced. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/pG8vxTC6oco --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketRotation #Investing #SP500 #PortfolioManagement #Semiconductors #RiskManagement #ValueInvesting

Today's Post - https://bahnsen.co/4yKPl0J The Monday Dividend Cafe reviews a volatile market session where early gains faded despite oil dropping on renewed Iran-talk hopes; the Nasdaq finished slightly down, the S&P flat, and the Dow up 0.5%. The host flags NVIDIA's move to guarantee $250B in financing for an OpenAI data center and notes NVIDIA fell 5%, while highlighting widening CCC credit spreads as a developing risk signal. Sector performance showed rotation rather than broad risk-off, with staples up and energy down on the day, and notable dispersion across semiconductors and software. Policy coverage includes a six-month tariff extension shifting toward Section 301 (10–12%) with expected legal challenges, plus midterm implications tied to Michigan's Senate race. Economic notes: durable goods strength largely driven by data centers; new home sales up modestly but down YoY with prices off peak. Ahead: FOMC under Chair Warsh, balance-sheet tightening possibility, and ongoing earnings season. 00:00 Monday Market Rundown 00:15 Oil Hopes Fade 01:30 NVIDIA Financing Shock 02:21 Credit Spreads Warning 04:00 Sector Rotation Month 04:45 Semis And Software Dispersion 06:21 Tariffs And Trade Policy 07:49 Midterms Michigan Bellwether 10:11 Durables And Data Centers 10:51 Housing And Mortgage Lock In 11:58 Warsh Fed Meeting Preview 14:32 Oil Move And Midstream 14:45 QandA Links And Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's guest is Bob Robotti, founder and CIO of Robotti and Company Advisors, which he's been running the firm since 1983. In today's episode, Bob explains why volatile markets driven by passive flows keep handing opportunities to stock pickers. He makes the case for offshore oil services and homebuilders, shows why zombie companies can be dollars trading for 20 cents, and argues 2% inflation is a pipe dream.  To close, Bob shares the biggest loss of his career, selling a winner too early. (0:00) Starts (1:23) Bob Robotti's investment framework and value traps (3:01) Evolution of investment strategies and market consistency (5:22) Sector opportunities in energy and homebuilding (14:13) Managing cyclical and long-term investments (17:05) Housing policies, build-to-rent, and affordability (20:19) Homebuilding outlook, Airbnb, and commercial real estate (22:32) Small cap opportunities (27:40) Distressed investing and zombie companies (37:35) Inflation and interest rates (45:47) Building a lasting investment firm and Bob's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Moonshot AI plans for IPO. Moonshot AI's Kimi K3 model outscored every AI rival except Fable 5 and GPT-5.6, triggering a semiconductor selloff. Now the company is preparing for a Hong Kong IPO at a $30 billion-plus valuation. CoinDesk's Sam Ewen hosts "CoinDesk Daily." - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠⁠⁠⁠⁠⁠⁠ realfi.co⁠⁠⁠⁠⁠⁠⁠. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at⁠⁠⁠⁠⁠⁠⁠ ledn.io⁠⁠⁠⁠⁠⁠⁠ JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets:⁠⁠⁠⁠⁠⁠⁠ https://x.com/jpegtrading⁠⁠⁠⁠⁠⁠⁠ - This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.