Podcasts about Sector

En el episodio de hoy, traemos a un invitado, un gran amigo nuestro y socio, experto en software para que nos explique qué está pasando en el sector y si es una oportunidad de entrada con las fuertes caídas que hemos visto en él, además, nos traerá dos empresas para discutir sus tesis de inversión. Disclaimer: Los videos no representan una recomendación de Compra o Venta. Cada inversor debe realizar su análisis antes de invertir. Substack: https://substack.com/profile/105788346-value-seeker-reserch ¿Quieres análisis de empresas de calidad?¿Quieres descubrir una nueva oportunidad de inversión? 👉 https://www.analisisdeinversion.com Para montar y controlar la rentabilidad de tu cartera, tenemos para ti una web GRATUITA: 👉 https://portfoliodeinversion.com/ Síguenos en TWITTER: ► @AnalisisdeInver ► @ConquistaStonks

Rusia sigue siendo el mayor proveedor de petróleo de la India, a pesar de los intentos occidentales de obstaculizar esta cooperación, declaró el embajador ruso en Nueva Deli, Denís Alípov. Y es que Rusia ha demostrado ser el socio más confiable de la India para garantizar su seguridad energética.

NotiMundo Estelar - Ivo Rosero, Nuevo precio de los combustibles, ¿cómo va el sector? by FM Mundo 98.1

The wasteland can be a dangerous place…especially for those who seek rare, limited edition 4K sets. Legend has it that a store manager named Dave once went looking for the Arrow 4K version of the Friday the 13th 2009 reboot once out in Sector 5, near the old abandoned Barnes and Noble. He went out looking for some high bit rates and some nifty special features…what he got was a nasty bump on the head and a night he'd probably like to forget. ‘Cause when someone asks you if you wanna shoot the boot…you better have a strong stomach and a likin' of Pabst Blue Ribbon, by God.I'm your host and store manager of legend, Dave, and joining me as we watch Michael Bay bay-ify another beloved franchise are fellow cinephiles and former Crystal Lake Camp Counselors Mike and Jackie.Topics of discussion in this episode include a breakdown of the eye rolling era of grim, gritty horror reboots; we wonder what kind of couple has sex five feet from their friends if they aren't supposed to be swingers; and finally, Mike reveals the shocking reality that Friday the 13th and Transformers share the same cinematic universe…and it all begins with a douchebag named Trent.Be sure to rate, review and subscribe wherever you get your podcasts. You can also Like Us on Facebook, or shoot us an email at apocalypsevideopod@gmail.com That'll do it for this obligatory Friday the 13th episode. When Jason Voorhees returns to Apocalypse Video we'll finally be getting around to the one that started it all (from a certain point of view) with Friday the 13th: Part 3.

Is this day by day, sector by sector smack down justified or well overdone? We discuss with Anastasia Amoroso's of Partners Group. Plus, 3Fourteen Capital's Warren Pies tells us why he downgraded equities to neutral. And, venture capitalist and sports investor Rashaun Williams reacts to CNBC's just-released NBA valuations list. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of IPS Finance, we discuss why JP Morgan has turned supportive on the IT sector and what factors are driving this positive outlook. The episode also explains the sudden fall in metal stocks, along with insights into key stock movements and overall share market sentiment. A quick and clear analysis to help investors understand sector trends and make informed investment decisions.

En el episodio de hoy entrevisto a Doña MARISA FERNÁNDEZ SOLER. Marisa es Licenciada en Ciencias Económicas por la Universidad de Zaragoza y actualmente es Cluster Manager en ZINNAE (Zaragoza Innova en Agua y Energía), el clúster aragonés para el uso eficiente del agua. Su trabajo se centra en un ámbito clave para el presente y el futuro del sector: cómo articular colaboración y proyectos de innovación para impulsar una gestión más eficiente y sostenible del agua.Su trayectoria combina gestión, visión estratégica y una destacada capacidad para articular colaboración entre empresas, administraciones, centros tecnológicos y entidades del conocimiento. Marisa cuenta con una sólida formación en el ámbito europeo vinculada a la gestión ambiental, y desde el ZINNAE ha impulsado proyectos orientados a la innovación, la eficiencia hídrica y la sostenibilidad. Además, ha desempeñado un papel clave en iniciativas como ECODES y la coordinación del pabellón “El Faro” en Expo Zaragoza 2008, lo que le aporta una visión única: la de conectar territorio, ciudadanía, política pública y empresa.Aquí te dejo el índice rápido a las distintas partes del podcast: Introducción Daniel Herrero 1:46 Entrevista a MARISA FERNANDEZ1:11:58 Despedida*Al final te dejo un índice detallado de todo lo que hablamos en la conversaciónSi quieres contarme algo sobre el episodio o sobre lo que quieras puedes hacerlo en el siguiente mail: daniel.herrero.marin@gmail.com Puedes escuchar el episodio en todas las plataformas de podcast y también en la web aguasresiduales.info:Enlace aguas residuales.info: https://www.aguasresiduales.info/revista/podcasts Te dejo varios enlaces de

Guest: Michael Bernstam. Bernstam details Russia's faltering war economy, citing declining oil production, a shrinking civilian sector, and reliance on gold sales to offset budget deficits.

Enrique Quintana, Dir. general editorial de El Financiero

Clement Manyathela speaks to Busisiwe Mavuso, the Chief Executive Officer of Business Leadership South Africa about the business community’s expectations ahead of SONA 2026. Mavuso says a lot of economic progress has been gained but it would be tone deaf of the President not to address the cheap imports flooding the vehicle industry. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Humanitarians have a "burnout culture", experts say. They work long hours in difficult environments. They're trying to help people in the worst moments of their lives. In the middle of today's funding crisis, they're also deciding who gets aid and who does not. In this episode, humanitarians and experts in mental health or wellbeing  talk about what's driving  high rates of burnout, how people can identify it and take action, and what organisations must do better to help their staff.   Guests:    Javid Abdelmoneim, international president of Médecins Sans Frontières   Nancy Nyambura, regional staff counsellor at Médecins Sans Frontières   Gemma Houldey, author of The Vulnerable Humanitarian: Ending Burnout Culture in the Aid Sector   Got a question or feedback? Email podcast@thenewhumanitarian.org or post on social media using the hashtag #RethinkingHumanitarianism.   Show notes: The Vulnerable Humanitarian: Ending Burnout Culture in the Aid Sector   https://www.sciencedirect.com/science/article/pii/S0010440X24000920  

En el espacio "Liderando la sostenibilidad con Surus", Beatriz Alonso, directora de sostenibilidad de Surus, y Diana Carolina Flores del Casal, directora de sostenibilidad en Grupo Avintia, comparten su visión sobre cómo la construcción industrializada está revolucionando los métodos tradicionales para generar un impacto positivo en el medio ambiente y las personas.

In this episode of IPS Finance, we analyze why the IT sector declined by 5.5% and discuss whether this could be a potential investment opportunity at current levels. The episode also clearly explains the latest CPI data and its impact on the overall market, along with insights on stocks like HUL and HAL. A concise, informative discussion to help investors understand market trends and make smarter investment decisions.

Juan Carlos Prieto deja su tienda de enmarcación y molduras Artidis tras casi medio siglo de historia 

Brian Kingston on the current state of the Canadian Auto Manufacturing sector.

Dat de Europese auto-industrie het moeilijk heeft, merken ook de toeleveranciers. In ‘De top van Nederland’ een uitgebreid gesprek met Leo Schoonebeek, algemeen directeur van metaalbedrijf SAG Netherlands, dat aluminium onderdelen maakt voor de auto-industrie. Presentator Thomas van Zijl vraagt hem hoe het bedrijf minder afhankelijk wil worden van de die afzetmarkt en of het tijd is om SAG Netherlands te verplaatsen naar het buitenland. Over SAG Netherlands SAG Netherlands is een metaalbewerkingsbedrijf dat van aluminium plaatmateriaal verschillende producten maakt. De nadruk ligt op brandstoftanks voor trucks. DAF is een van de grootste klanten. Het moederbedrijf zit in Oostenrijk en werd in 1898 opgericht. Over Thomas van Zijl Thomas van Zijl is financieel journalist en presentator bij BNR. Hij presenteert dagelijks ‘BNR Zakendoen’, het Nederlandse radioprogramma voor economisch nieuws en zakelijk inzicht, waar 'De top van Nederland’ onderdeel van is. Ook is hij een van de makers van de podcast ‘Onder curatoren’. Abonneer je op de podcast Ga naar ‘De top van Nederland’ en abonneer je op de podcast, ook te beluisteren via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

Dump your tech because this sector is booming and we are going to tell you what it is! Today we talk the sharp risk-off shift across markets as recent selloffs in crypto, precious metals, and especially technology reflect excessive greed being unwound rather than a systemic collapse. This is not a buy-the-dip environment, and you shouldn't be chasing volatility-heavy assets like crypto and metals too early. We also highlight a clear rotation of liquidity away from growth and speculative assets into value-oriented, defensive sectors such as healthcare, consumer staples, industrials, utilities, energy, and select international stocks, as these boring, low-beta areas are sometimes outperforming amid tech weakness, layoffs, earnings disappointments, and rising macro uncertainty, making capital preservationn and patience more important than chasing rebounds. We discuss...  Markets are undergoing a clear risk-off rotation, with speculative assets like tech, crypto, and precious metals selling off after periods of extreme greed and overcrowded positioning. Precious metals remain in a long-term bull market but may require one to two years of consolidation before sustainably moving higher. Crypto's sharp drawdowns and volatility are described as a feature, not a flaw, but current volatility suggests it is not yet an attractive risk-reward entry. Capital is rotating into value and defensive sectors such as healthcare, consumer staples, utilities, energy, and industrials. Value stocks are outperforming growth stocks, marking a notable regime shift from the past decade's market leadership. Defensive, cash-flow-generating businesses are highlighted as portfolio stabilizers during periods of market stress. Weakening labor market data and rising layoffs are adding to macro uncertainty and undermining the soft-landing narrative. Correlations across risk assets are rising, reducing the diversification benefits of traditionally speculative assets like crypto. Market indices such as the NASDAQ are less reflective of pure tech weakness due to non-tech constituents providing offsetting support. Liquidity is described as moving like water, flowing out of stressed sectors and into areas showing relative strength. The January seasonal "risk-on" effect failed to materialize, suggesting macro forces are overpowering historical patterns. Short-term technical indicators show elevated volatility but not yet a definitive structural breakdown. Investors are encouraged to focus on where money is flowing rather than what looks cheap after a selloff. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/this-sector-is-booming-789 

In the latest episode, our Research Team sector leads Noah Barrett and John Jordan discuss their outlooks for energy and financials and explore how interest rates, AI, and evolving policy dynamics are shaping opportunities across their sectors.

Rory McGowan talks to Julie Sullivan from Lincoln College and Hazel Bunting, a student there, to talk about the shortage of workers in the UK's aviation industry and how apprenticeships are filling those gaps. Lincolnshire is a prime location of the UK's aviation sector, housing a number of RAF bases alongside being the home of the iconic red arrows. Together they talk about the kinds of apprenticeships students can do, alongside Hazel's experience with the military and defence engineering she does as part of her course.

Los jóvenes de hoy en día comen sano, hacen ejercicio y beben menos. Eso está afectando a las ventas de alcohol con el consecuente impacto para la industria

With the weather getting more unpredictable by the year, The AG Show welcomes back Nuffield Scholar Hattie McFadzean to chat through practical ways our dairy farms can toughen up and stay climate‑resilient.We're also digging into how the boom in GLP‑1 weight‑loss drugs could open up some big opportunities - and a few challenges - for the industry.Plus, we get the latest on what's happening in the pork market. And with Yellow Wellies' Mind Your Head campaign in full swing, we're taking a moment to talk about mental health too.SOME USEFUL BITSNuffield Farming Scholarships Trust | AHDBHattie McFadzean | Nuffield Farming ScholarshipsCutting through the fat: How GLP-1 drugs are affecting the dairy market | AHDBPork market outlook | AHDBMind Your Head - YellowWellies.orgGET IN TOUCHCharlotte and Hannah would love to hear what you think! Got feedback, stories, or ideas for future episodes? Drop them a message at agshow@ahdb.org.uk.Sign up to the AHDB Preference Centre so that you can:Easily update your preferences and contact informationGet information on the latest AHDB events, webinars, market insights and moreReceive important updates such as disease alerts

New Airbnb regulations will prevent homeowners in towns with populations exceeding 20,000 from renting their properties on a short-term basis for more than 90 days per year.Enterprise Minister Peter Burke confirmed that Government leaders agreed to the change on Monday night, stating that the Coalition must remain “cognisant” of tourism-dependent towns with limited hotel capacity.With hotel prices continuing to rise and certain parts of Ireland struggling to attract visitors, is this policy the most effective way to boost tourism nationwide while also supporting the hotel sector?Joining Andrea was Lorna Cahill Liaison for people with Air Bnb's and owner of an Air BnB in West Clare, Eoin Doyle a hotelier, Lynnie O'Connell P - Hugh Morries, from Hugh Morris Alliance Auctioneers and Valuers and listeners to debate the upcoming measures.

Pere Becque descriu l'evolució de la viticultura a Catalunya Nord, des d'un paisatge de petites explotacions i crisis recurrents (amb fets com la revolta dels vinyaters de 1907) fins a la creació de cooperatives i grans estructures com els Vigerons Catalans, que als anys vuitanta arribaven a comercialitzar desenes de milions d'ampolles i van permetre un fort desplegament del sector després de la Segona Guerra Mundial. Davant la globalització i el canvi de mercat, però, el model cooperatiu es revela pesant i poc adaptat, la competència de nous productors (Sud-àfrica, Califòrnia, Nova Zelanda, Xina), les campanyes contra l'alcohol i la baixada del consum, el canvi climàtic i el pas a cellers particulars erosionen l'eina cooperativa i posen en dificultats entitats clau com Arnau de Vilanova o el GICB de Cotlliure-Banyuls, fins al punt de parlars de suspensió de pagaments i pèrdua d'identitat.

Abe Andries, head of mining for business and commercial banking at Standard Bank South Africa, discusses key takeaways from this year,s Mining Indaba and explores the factors driving new growth in the sector. SAfm Market Update - Podcasts and live stream

Programa 10/2/26: Científico argentino crea una app para conectar a empresas y a trabajadores del sector de la construcción en Australia. Además, hablamos de la situación política en Japón y de la candidatura de la expresidenta chilena Michelle Bachelet a la Secretaría General de las Naciones Unidas.

How do the world's smartest institutional investors actually allocate capital?In this episode, we sit down with Nolan, a veteran CIO with over two decades of experience allocating capital for endowments, foundations, family offices, and healthcare systems — overseeing more than $90B in assets across public and private markets.We go deep into how institutions think about risk, liquidity, and long-term returns, why venture capital remains a power-law game, and how investors are navigating today's biggest shifts — from AI and private credit to diversification risks and market cycles.This conversation pulls back the curtain on how capital is really deployed behind closed doors — especially in a world where exits are slower, fundraising is harder, and everyone is asking whether we're closer to 1997… or 1999.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWhat you'll learn in this episode:- How institutions decide how much risk they can truly take- Why venture capital allocations haven't disappeared — but have slowed- Private credit vs venture capital: how LPs actually think about the trade-off- How AI is reshaping portfolios across public and private markets- Why diversification matters more now than during bull markets- What CIOs are watching for as we head into 2026Whether you're a fund manager, LP, founder, or just curious about how institutional money really works, this episode offers rare, first-principles insight into long-term capital allocation.(00:00) - Podcast Teaser: Risk, Returns, and Venture Capital (00:48) - Introduction to Nolan Bean and FEG Investment Advisors (02:20) - Nolan's Career Journey: From Associate to CIO (03:16) - What is FEG and the Outsourced CIO (OCIO) Model? (05:18) - The Four Key Risks for Institutional Investors (08:32) - Ranking Institutions by Risk Appetite (10:20) - A Breakdown of Institutional Asset Classes (13:05) - Institutional Openness to New Investment Strategies (15:30) - The Evolving Landscape of Venture Capital (17:36) - Why VC Fundraising Has Slowed Down (19:12) - Venture Capital vs. Private Credit: An Institutional Debate (21:32) - Current Institutional Preferences in VC Funds (Stage & Sector) (24:01) - Evaluating the Risk of an AI Bubble (26:54) - Domestic vs. Global Allocations (29:19) - The Unspoken Need for Diversification (31:29) - Commodities as a Portfolio Hedge (34:29) - Advice for Fund Managers Raising Capital (36:22) - Market Outlook and Expectations for 2026Connect with Nolan:https://www.linkedin.com/in/nolanbean/Podcast Links:Prashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries, reach out to prashantchoubey3@gmail.com

On this episode, Anastasia Kovaleva, Partner at Pollen Street Capital shares how sector focus informs value creation across financial services and how her team approaches scaling mid-market businesses across Europe. Hear how specialist playbooks differ across software, services and regulated models, how investors can partner with management to professionalize go-to-market and M&A capabilities, and how to apply automation and AI to improve efficiency, integration and growth in complex financial services environments.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Con un euro fuerte o tensiones geopolíticas que siguen presionando con aranceles, por el momento, todo parece indicar que la incertidumbre acompañará a este sector en el corto plazo

Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets. Recorded on February 5, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study.   --   Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux. Date : 5 février 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

In a bid to help Canadians afford lower-emission vehicles, Ottawa unveiled a new EV strategy last week. Prime Minister Carney scrapped the Trudeau-era EV sale mandate, instead introducing rebates for customers and new emission standards for manufacturers. Host Caryn Ceolin speaks to Brian Kingston, President of the Canadian Vehicle Manufacturers Association to make sense of how everyday Canadians will benefit from the strategy, whether or not the emission standards will further weaken our auto industry in the wake of US tariffs, and how much closer it will bring us to our 2050 goal of achieving net-zero emissions. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky

Benefíciate del CAE al comprar tu coche eléctrico. Mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Usa nuestra calculadora para conocer lo que recibirás de ayuda al comprar un coche eléctrico: https://somoselectricos.com/calcula-importe-ayuda-plan-auto/ ¿Quieres anunciarte en este podcast? Hazlo con advoices.com/podcast/ivoox/627406 Si quieres 500 euros de descuento en la compra de tu TESLA, utiliza nuestro código de referido: https://bit.ly/referidoTesla Ya está aquí el podcast nº 354 de Somos Eléctricos, el podcast oficial de somoselectricos.com con todas las novedades sobre le mundo de los vehículos eléctricos. Puedes apoyarnos a través de Patreon: https://patreon.com/user?u=86903211 o también a través de IVOOX mediante la opción de APOYANDO. Recuerda que puedes enviarnos tus audios a podcast@somoselectricos.com o a través de Telegram a la siguiente cuenta @antoniosomoselectricos Web: https://www.somoselectricos.com ️ Podcast: https://somoselectricos.com/podcast-coches-electricos/ Contacto: youtube@somoselectricos.com Redes sociales: ️ Twitter: https://twitter.com/maselectricos ️ Facebook: https://www.facebook.com/somoselectricoscom/ Instagram: https://www.instagram.com/somoselectricoscom/ Telegram: https://t.me/somoselectricos Lo que usamos para grabar nuestros vídeos. - Cámara Sony Alpha 7C: https://amzn.to/4sjyFu9 - Cámara deportiva Gopro Hero 12 Black Edition: https://amzn.to/4sjyFu9 - DJI Osmo Pocket 3: https://amzn.to/3YpiXjl - Micrófono RODE NT USB: https://amzn.to/2KHQTDg - Micrófono Wireless RODE Pro: https://amzn.to/4q4BGNr - Micrófono RODE Smartlav+ : https://amzn.to/2KbRjlR - Micrófono Shure SM7b: https://amzn.to/45mRKBG - Mesa de mezclas RODE: https://amzn.to/49ftmD7 - Macbook Pro M4 Max: https://amzn.to/4sohYO7 - Mac Studio: https://amzn.to/49D6wqk

Las noticias que debes conocer esta tarde, con Aimar Bretos

FinCap has made the proposal in its submission to the Finance and Expenditure Committee, in response to this year's Budget Policy Statement.

Bitcoin is crashing, tech and SaaS stocks are under pressure, and social media is full of panic but dividend investors are staying calm.In this episode, Derek and European DGI explain why this sell-off is sector-specific, not a market crash, and how dividend growth portfolios are holding up surprisingly well during volatility.We discuss:• Why Bitcoin's drop doesn't worry dividend investors• Sector rotation vs. real market crashes• What's happening to tech, SaaS, and AI-exposed stocks• Dividend hikes and earnings updates• How to stay rational when markets get noisyCompanies discussed include Microsoft, Shell, Novo Nordisk, Merck, Brookfield Asset Management, Hershey, PepsiCo, and more.We finish with a listener Q&A covering dividend cuts, price anchoring, currency risk, and investing during market drawdowns.

The Liberals' new auto strategy ditches the EV mandate and downgrades ambitions for emissions savings, while still pouring billions into encouraging an electric transition. Zain Velji, Laura D'Angelo and Rachael Segal evaluate the plan, and discuss whether former Conservative prime minister Stephen Harper is besting the current Conservative leader with his U.S. messaging.

This week's selling among the software group stood out to Rick Ducat on the charts. He cues up the IGV ETF to show the sector-wide pressures impacting the space. Rick points to a falling wedge pattern over the past several months, with moving averages also tilting downward and its RSI study falling to oversold levels. Later, Tom White demonstrates a neutral to bullish strategy for IGV by selling a put. In his example trade, Tom explains how the cash-secured put could position a trader for a rebound in this software group.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Strong cattle prices, record beef demand, and renewed policy attention are giving the North American cattle sector reasons for optimism — but supply constraints and cross-border issues remain front and centre, says Colin Woodall, CEO of the National Cattlemen’s Beef Association (NCBA). RealAgriculture's Shaun Haney was at CattleCon 2026 in Nashville, Tennessee, this week, to... Read More

How should office rents and occupancy trend in 2026? How about transaction volume? What might be the impact of demolitions, conversions and low new supply on performance and values? Tune in as office sales broker Michael Bull, CCIM interviews CoStar National Director of U.S. Office Analytics Phil Mobley on America's Commercial Real Estate Show.  TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.com Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/ Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/  

Most people think a “hot” M&A market means: inflated prices, reckless buyers, and deals that will eventually fall apart. That's not what we're seeing in aerospace and defense right now. What we're watching instead is something far more unusual and powerful. Every major segment of the industry is firing at once. Defense, commercial aviation, business jets, and space are all growing simultaneously.  The companies coming to market aren't missing forecasts; they're beating them. Buyers aren't walking away when things get hard. They're leaning in, working through issues that used to kill deals, because they know something fundamental has changed. This is not a fragile bubble. It's a structural shift. Capacity is the new currency. The players who survived COVID are full, booked, and unable to meet demand. Strategic buyers are no longer just chasing IP; they're buying throughput, people, certifications, and physical capabilities.  At the same time, private equity has specialized at a level we've never seen before, building aerospace-only platforms that can compete head-to-head with strategics. The middle market, once an “hourglass” with little depth, is filling in fast. And when you zoom out, the macro picture makes it even more obvious. Public aerospace and defense companies are trading at premiums to the broader market. Commercial launches into orbit are compounding at extraordinary rates. Aircraft production is rising sharply, engine backlogs stretch for years, and defense spending remains structurally elevated.  And across all of it, the barriers to entry have created enormous moats that protect the entire ecosystem. In this episode, I sit down again with Bill Alderman and Ryan Kirby from Alderman & Co to unpack what's really happening inside the middle-market aerospace and defense deal environment, and why, for the first time in decades, every major segment is moving in the same direction.   You'll also learn; Why “high prices” don't mean a fragile market, and what actually signals stability How capacity has replaced IP as the most valuable acquisition driver Why deals that once died in diligence are now getting done What's changed in private equity's role in aerospace and defense How the middle market is reshaping the industry's “hourglass” structure The data behind the explosive growth in space launches and aircraft production Why public market multiples confirm (not contradict) the M&A environment How pure-play spin-offs and carve-outs may redefine the next wave of consolidation The hidden risk facing the defense industrial base: labor, not demand Why the biggest threat to the market isn't visible yet, and what “Black Swan” really means for M&A   About the Guests William H. Alderman (Bill) is the Founding Partner of Alderman & Company. Bill is an M&A specialist in the middle market of the aerospace and defense industry with over $2 billion in mergers and acquisition-related transactions to his name. Before founding Alderman & Company in 2001, Bill worked for 15 years on Wall Street and in the Aerospace & Defense Industry, principally on M&A transactions in the middle market. His employers included BT Securities, Fieldstone, and General Electric. Bill is a Securities Principal registered with the Financial Industry Regulatory Authority (“FINRA”) and has four securities industry licenses (Series 7, 24, 63, and 65). Bill is a commercial pilot and owns and operates a Cirrus SR22. URL Link: https://www.aldermanco.com/ LinkedIn - https://www.linkedin.com/in/williamalderman/   Ryan Kirby has penultimate authority and responsibility for the overall management of Alderman & Company, including all client engagements and the management of firm personnel. Before becoming a partner of the firm, Ryan rose through the ranks from Associate to Vice President and has extensive hands-on experience in all aspects of the sale process, valuations, and fairness opinions. Ryan has specialized in the Aerospace, Defense, and Space industries stemming from his education and previous work experience. Ryan completed his BS in Business Administration, concentrating in Accounting and Finance at Embry-Riddle Aeronautical University. He went on to complete his MBA at Embry-Riddle, concentrating in Finance, graduating summa cum laude and with a 4.0 GPA. Previously, Ryan completed a project funded by NASA, which built a finance and business case for the mitigation of space debris in lower earth orbit. Additionally, his work has included analyzing the development of the urban air mobility industry and the funding that accelerated its growth, and the use case of sustainable aviation fuel in business aviation. Ryan has previous work experience in Financial Planning and Analysis. Ryan joined the Alderman & Company team as an intern during his graduate years at Embry-Riddle. Upon graduation, he joined the firm as an Associate and was promoted to Vice President in 2022.  Email: rk@aldermanco.com Phone: 368-664-864 LinkedIn - https://www.linkedin.com/in/ryan-kirby-880875174    About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.  

Prime Minister Mark Carney's new auto strategy ditches the Trudeau-era electric vehicle mandate in favour of stronger emissions standards, revives EV purchase incentives with a $2.3-billion program and sets aside $3 billion of the Liberals' Strategic Response Fund for the sector as it faces U.S. tariffs. Industry Minister Mélanie Joly defends restrictions for rebates on non-Canadian EVs, acknowledging that only one electric vehicle is currently made in Canada. Plus, the Power Panel discusses former prime minister Stephen Harper's imperatives for Canada on U.S. relations.

Morgan Lekstrom of Streamex (STEX) breaks down how the company is bringing commodities to the blockchain… how it got the Warren Buffett of the resource sector on board… its visionary gold-backed token, GLDY… and its multitrillion-dollar total addressable market. In this episode: Streamex (STEX) is the 'Uber of tokenization' [0:16] Welcome, Morgan Lekstrom, cofounder and chairman [6:15] How STEX is bringing commodities to the blockchain [14:25] The Warren Buffett of the resource sector is all in [16:10] Streamex's visionary process for generating yield from gold [25:04] Introducing the first gold-backed token: GLDY [35:55] STEX's total addressable market is in the trillions of dollars [42:04] How STEX is building a moat against the competition [43:23] Core insiders own ~50% of the stock—why that's key [46:40] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Hablamos en Washington D.C. con la periodista Dori Toribio; en Houston con el director del Programa de Energía de América Latina del Baker Institute, Francisco Monaldi, y en San Juan con Pedro Reina, profesor de la Universidad de Puerto Rico

Markets are adjusting as rising yields and persistent inflation reshape investor expectations, driving capital out of big tech and into more defensive and cyclical sectors. Scott Bauer joins Jeff Praissman to break down what's behind the rotation, how institutional investors are positioning and what key data points could steer markets next.

This might be the most important episode we've ever done, and we swear we're not just saying that. If you work in or around philanthropy, stop what you're doing and listen. Nonprofits are facing record demand—higher than during COVID—and they're getting less funding. Not just from government. From foundations too. The sector is in freefall, and many of the people with the resources to help don't even see a problem. Eric sits down with Elisha Smith Arrillaga, Vice President at the Center for Effective Philanthropy, to unpack their devastating new report, A Sector in Crisis: How US Nonprofits and Foundations Are Responding to Threats. The findings reveal a staggering disconnect: 40% of nonprofits say that funders have shifted priorities in ways that are less helpful at this dire moment. And get this - 20% of foundations say they don't have much responsibility to help nonprofits navigate this moment at all!! This isn't a wake-up call. It's a five-alarm fire. And if foundations don't start closing the gap between what they think they're doing and what nonprofits actually need, organizations will close. Communities will suffer. And philanthropy will have failed the very moment it was built for. Unless philanthropy as we know it is just no longer useful. Listen now. Share it with your board. Share it with your program officers. Share it with anyone who still believes philanthropy can rise to meet this moment—because that moment is now. Follow Let's Hear It and leave a rating so more people can find the show.

Stephen Grootes speaks to Jabu Mdaki, Chief Executive of Transnet Port Terminals about persistent operational failures at the Port of Cape Town and the growing strain they are placing on South Africa’s fruit export industry. Delays at the container terminal, equipment breakdowns and weather-related disruptions have led to missed shipping windows, higher cold-storage costs and forced diversions to alternative ports, undermining exporters’ competitiveness during a critical peak season and raising broader concerns about the reliability of the country’s logistics backbone. Anton Gillis, CEO of the Hospitality Asset Management Company (HAMAC) talks about the sobering findings of the inaugural South African Hoteliers Report and the growing pressures threatening the long-term sustainability of the hospitality sector. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.

The Street is finally realizing that Palantir (PLTR) is an AI stock, argues Brian Mulberry as the stock pops after earnings. “The market is really looking at software that AI can take over,” he explains, meaning traders need to filter names in the sector carefully. He wants to play “in the middle” between software and memory. His picks now include Emcor (EME), Amphenol (APH), and Lam Research (LRCX). Brian also shares his opinions on the Mag 7 stocks. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Equal-weighted index funds sound like an elegant solution to some of today's biggest investor anxieties: high market concentration, elevated valuations, and outsized influence from a handful of mega-cap stocks. In this episode of the Rational Reminder Podcast, Ben Felix, Dan Bortolotti, and Ben Wilson take a deep, evidence-based look at whether equal weighting actually improves portfolios—or simply introduces new risks under a different name. The discussion breaks down how equal-weighted indices differ fundamentally from traditional market-cap-weighted indexes, why equal weighting has historically outperformed in certain periods, and what's really driving those results beneath the surface. The team explains how equal weighting tilts portfolios toward smaller, cheaper, and more volatile stocks, while also systematically trading against momentum due to frequent rebalancing. Key Points From This Episode:   (0:01:10) Introduction to Episode 394 and discussion about declining enthusiasm over long podcast runs. (0:02:00) PWL Capital's growing work with institutional clients and why index-based approaches are rare in that space. (0:05:12) Episode topic introduced: equal-weighted index funds and why listeners keep asking about them. (0:06:00) Definition of market-cap-weighted vs. equal-weighted indexes using the S&P 500 as the main example. (0:07:14) Historical outperformance of equal-weighted S&P 500 indexes and why start dates matter. (0:09:00) Equal weight vs. cap weight performance over the last decade: meaningful recent underperformance. (0:10:21) Market concentration concerns and why equal weighting appears attractive during periods of high valuations. (0:12:00) Why market-cap-weighted indexes do not mechanically buy more overvalued stocks as prices rise. (0:16:14) Trading costs explained: explicit vs. implicit costs and why turnover matters more than TER. (0:19:16) Capital gains, tax efficiency, and reporting differences between Canadian and U.S. funds. (0:21:07) Market concentration historically shows little relationship with future returns. (0:24:58) Volatility comparison: equal-weighted indexes are meaningfully more volatile due to small-cap exposure. (0:25:12) Equal weighting increases exposure to small-cap, value, and high-volatility stocks. (0:28:58) Sector distortions created by equal weighting and why this represents uncompensated risk. (0:31:21) Unintended consequences: sector bets, security-level overweights, and forced rebalancing. (0:32:30) Turnover is roughly 10× higher in equal-weighted funds than cap-weighted equivalents. (0:33:15) Equal weighting behaves as a systematic anti-momentum strategy. (0:34:02) Multi-factor regression results: positive size and value exposure, negative momentum loading. (0:36:33) Rebalancing frequency trade-offs and how quarterly rebalancing amplifies momentum drag. (0:42:21) Comparison with alternative approaches that target similar factor exposures more efficiently. (0:44:47) Why backtests are seductive—and why live fund results matter more. (0:47:40) Investor behavior, uncertainty, and the constant search for strategies that "fix" the market. (0:48:41) Factor investing in disguise: most deviations from cap-weighting are just factor tilts. (0:53:06) Equal weighting as an acceptable strategy—if investors understand and accept the trade-offs. (0:57:18) Listener feedback, enthusiasm jokes, and discussion about Spotify video uploads and audio speed. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://ca.linkedin.com/in/dan-bortolotti-8a482310 Ben Wilson on LinkedIn — https://www.linkedin.com/in/ben-wilson/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Electric utilities are not generally known as hotbeds of innovation. What would it take for electric utilities to become more innovative? What impact would that have on the adoption of AI technologies in the power sector? Can AI tools help control power price increases for households, instead of creating pressures for increased power prices due to data center demand? Join host David Sandalow as he discusses these topics and others with Sandy Grace, Vice President of US Policy and Regulatory Strategy at National Grid. This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices