Podcasts about Sector

Eric Criscuolo, Market Strategist at the NYSE, recaps a week of record-breaking gains across stocks and gold, driven by strong momentum and AI-fueled optimism. AMD led the charge after announcing a major partnership with OpenAI, while xAI's reported $20B raise kept Nvidia in focus. Utilities and Tech outperformed, with Real Estate and Materials trailing amid rising yields and geopolitical pressure. Strong AI demand and investor enthusiasm continued to lift markets.

During his keynote at SecTor 2025, HD Moore, founder and CEO of runZero and widely recognized for creating Metasploit, invites the cybersecurity community to rethink the foundational “rules” we continue to follow—often without question. In conversation with Sean Martin and Marco Ciappelli for ITSPmagazine's on-location event coverage, Moore breaks down where our security doctrines came from, why some became obsolete, and which ones still hold water.One standout example? The rule to “change your passwords every 30 days.” Moore explains how this outdated guidance—rooted in assumptions from the early 2000s when password sharing was rampant—led to predictable patterns and frustrated users. Today, the advice has flipped: focus on strong, unique passwords per service, stored securely via password managers.But this keynote isn't just about passwords. Moore uses this lens to explore how many security “truths” were formed in response to technical limitations or outdated behaviors—things like shared network trust, brittle segmentation, and fragile authentication models. As technology matures, so too should the rules. Enter passkeys, hardware tokens, and enclave-based authentication. These aren't just new tools—they're a fundamental shift in where and how we anchor trust.Moore also calls out an uncomfortable truth: the very products we rely on to protect our systems—firewalls, endpoint managers, and security appliances—are now among the top vectors for breach, per Mandiant's latest report. That revelation struck a chord with conference attendees, who appreciated Moore's willingness to speak plainly about systemic security debt.He also discusses the inescapable vulnerabilities in AI agent flows, likening prompt injection attacks to the early days of cross-site scripting. The tech itself invites risk, he warns, and we'll need new frameworks—not just tweaks to old ones—to manage what comes next.This conversation is a must-listen for anyone questioning whether our security playbooks are still fit for purpose—or simply carried forward by habit.___________GUEST:HD Moore, Founder and CEO of RunZero | On Linkedin: https://www.linkedin.com/in/hdmoore/HOSTS:Sean Martin, Co-Founder, ITSPmagazine and Studio C60 | Website: https://www.seanmartin.comMarco Ciappelli, Co-Founder, ITSPmagazine and Studio C60 | Website: https://www.marcociappelli.comRESOURCES:Keynote: The Once and Future Rules of Cybersecurity: https://www.blackhat.com/sector/2025/briefings/schedule/#keynote-the-once-and-future-rules-of-cybersecurity-49596Learn more and catch more stories from our SecTor 2025 coverage: https://www.itspmagazine.com/cybersecurity-technology-society-events/sector-cybersecurity-conference-toronto-2025Mandiant M-Trends Breach Report: https://cloud.google.com/blog/topics/threat-intelligence/m-trends-2025/OPM Data Breach Summary: https://oversight.house.gov/report/opm-data-breach-government-jeopardized-national-security-generation/Catch all of our event coverage: https://www.itspmagazine.com/technology-and-cybersecurity-conference-coverageWant to share an Event Briefing as part of our event coverage? Learn More

We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

In this episode of Excess Returns, macro strategist Julian Brigden of MI2 Partners joins the show to break down today's volatile market landscape. Brigden discusses why he believes we're in one of the most fertile environments for macro investors in decades, the forces driving dollar weakness, inflation, and capital rotation, and how investors can position amid shifting policies, labor constraints, and AI's uncertain impact. He also explains the risks of U.S. exceptionalism, the fragility of equity markets, and why he's long everything not tied to the U.S.Topics covered:The role of macro as a “supporting actor” that becomes essential at tops and bottomsWhy this may be the best macro environment in 40 yearsThe policy and market implications of tariffs, immigration, and a weaker dollarPositioning for U.S. underperformance and the case for international assetsHow Brigden uses price confirmation and technical signals in his processThe dollar's impact on equity and sector leadershipInflation, labor markets, and the “no firing, no hiring” phenomenonWhy AI's economic impact will take longer than expectedThe probabilities of recession, inflation, and soft landing scenariosFiscal dominance, debt, and the future of financial repressionWhy bonds are “a crap place to have your cash”The fragile reflexive cycle of passive investing and U.S. equitiesLessons for individual investors about thinking independently and avoiding industry “cheerleaders”Timestamps:00:00 Macro at extremes and U.S. underperformance risk02:00 How Brigden uses macro analysis to time markets06:00 Why this is a generational macro opportunity08:00 Tariffs, growth, and the policy shift under Trump12:00 Price confirmation and process discipline15:00 The case for non-U.S. assets and sector rotation20:00 Inflation waves and the labor market's fragility26:00 AI, uncertainty, and hiring hesitation36:00 Recession vs. reacceleration probabilities42:00 The debt problem and fiscal dominance47:00 Sector positioning and the weak dollar playbook51:00 Passive flows and market reflexivity56:00 The hyper-financialized U.S. economy01:00:00 AI, equity valuations, and risk of disappointment01:01:00 Lessons for investors and independent thinking

Katie Stockton, founder and managing partner at Fairlead Strategies, joins us for her quarterly technical outlook on markets, sectors, and asset classes. In this episode, Katie breaks down what her indicators are showing for equities, discusses the implications of new DeMark signals on the S&P 500 and Nasdaq, and explores opportunities across sectors like healthcare, utilities, and energy. She also analyzes key macro charts including gold, oil, Treasury yields, and the dollar, and explains how investors can use technical analysis to manage risk and identify trends heading into year-end.Main topics covered:• The current technical setup for the S&P 500 and how Katie reads market momentum• The role of moving averages, MACD, and DeMark indicators in her process• Breadth, sentiment, and seasonal factors influencing market direction• Why the AI and tech rally may be entering a more selective phase• Sector analysis: healthcare, utilities, energy, and consumer staples• Trends in financials and what's driving sector rotations• Overview of the Fairlead Tactical Sector ETF (TACK) and its positioning• The broadening theme, mega-cap leadership, and market concentration• Technical outlooks for gold, oil, Treasury yields, and the dollar• How correlations between bonds and equities are evolving• Key risk metrics Katie is watching into year-endTimestamps:00:00 Introduction and S&P 500 setup04:15 How Katie uses key technical indicators07:00 Reading trend strength through moving averages10:00 Balancing short- and long-term signals12:00 Seasonality and sentiment in the current market15:00 DeMark sell signals on the S&P and Nasdaq18:30 What a correction could mean for the AI trade20:20 Sector rotation and using technicals for allocation23:30 Opportunities in healthcare and energy25:30 Utilities and countertrend setups27:20 Consumer staples and defensive positioning29:00 Financials and recent weakness31:00 Inside the TACK ETF and its strategy34:10 Market breadth and mega-cap concentration37:00 Gold's breakout and sell discipline using technicals41:00 Oil's setup and resistance levels43:15 10-year Treasury yield analysis46:20 The dollar index and its key levels48:15 Relationship between stocks and bonds51:10 Final takeaways and closing

Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, October 6th. Checkout 'The Daily Spark' -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Burgers, burritos and doughnuts - these are hardly exotic menu items for the average Irish family nowadays. But anyone who witnessed the hours-long queues for Ireland's first Taco Bell would be forgiven for thinking otherwise. The US franchise's triumphant launch is in stark contrast to the many homegrown businesses recently forced to close. What will Budget 2026 bring for Irish hospitality, and is our hunger for American fast-food starving local businesses? ­ Host: Kevin Doyle Guests: John Meagher and John Mulligan See omnystudio.com/listener for privacy information.

On this week's episode of The Horizon, John Chang unpacks how shifting government policies around tariffs, immigration, and a potential shutdown could shape commercial real estate over the next several years. He explains why rolling tariffs are inflationary rather than transitory, how tighter immigration reduces labor supply and pushes wages higher, and why delayed government data complicates the Fed's rate-cut path. John also maps sector-level ripple effects, from construction and value-add cost pressures to hospitality and retail demand, while noting strong household balance sheets and tactical opportunities for investors who position near policy beneficiaries like domestic steel. He closes with a pragmatic takeaway: uncertainty raises risk, but it also creates investable dislocations for informed operators. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Una mesa redonda moderada por Carlos Espatolero, director de ¨De puertas Al Campo¨ de Aragón Radio y en la que han participado Javier García Ramos, catedrático de Universidad en el Área de Ingeniería Agroforestal, adscrito a la Escuela Politécnica Superior de Huesca; José Ramón Acín, ineniero técnico en Explotaciones Forestales por la Universidad de Lérida y gerente de Agrarium y de Finca Bizcarra; Jorge Andrés, profesor de Formación Profesional de la Familia Agraria en el Centro Público Integrado de Formación Profesional Movera; Xavi Bifet, analista y consultor de Procesos de la Empresa y Transformación Digital; Yolanda Ferrer, ingeniera agrónoma. Especialista en Agricultura Digital y Agrotech y José Antonio Domínguez, Desarrollo de Negocio microempresas, Comercio y Autónomos Ibercaja.

In this episode of 'Cybersecurity Today: Our Month in Review,' host Jim welcomes a panel including Tammy Harper from Flair, Laura Payne from White Tuque, and David Shipley, CEO of Beauceron Securities. The discussion kicks off with an overview of their plans for Cybersecurity Month, including reviving the MapleSEC show and the CIO of the Year awards. David shares his experiences at SECTOR, Canada's largest cybersecurity conference, discussing the importance of security awareness training and the risks of irresponsible tech journalism on public perception. The panel also delves into the resurgence of the Clop ransomware group, their shift to data extortion, and their exploitation of vulnerabilities in Oracle EBS applications. Laura highlights a concerning case of insider threats at RBC, emphasizing the importance of process-driven controls. The episode also touches on the human side of cybersecurity, particularly the impact of romance scams and the growing violence in cybercrime. The panelists underscore the need for improved security awareness and the role of AI in identifying scams. Tammy, Laura, and David conclude by discussing the role of insider threats and the ethical boundaries in cybercrime, sharing insights from recent real-world cases. 00:00 Introduction and Panelist Introductions 00:43 Cybersecurity Month Initiatives 02:46 Security Awareness and Phishing Training 04:03 Impact of Irresponsible Tech Journalism 08:27 AI and Cybersecurity: Hype vs. Reality 10:43 Conference Experiences and Networking 18:33 Clop Ransomware and Data Extortion 23:45 Tammy's Insights on Clop's Tactics 24:58 Scattered Lasus and Cyber Warfare 26:32 Media Savvy Cybercriminals 31:36 Human Impact of Cyber Scams 37:17 Insider Threats and Security Awareness 43:21 Physical Security and Cyber Threats 48:33 Cybercrime Targeting Children 50:58 Conclusion and Upcoming Topics

Chris Wang previews potential new record highs at the market close in indices and gold. While the market seems to be shrugging off the government shutdown, he talks about the “shock and awe” tactics of the Trump administration and how this one could be different. Turning to AI, Chris discusses the staggering revenue targets OpenAI has set for itself and whether the sector is in a bubble.======== 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

Marc Gilbert looks at the services sector of the economy. He talks about the pace of growth in services vs goods, and how tariffs do or don't impact the former. Services are impacted by geopolitics and regulation, and Marc discusses how companies need to watch and anticipate different outcomes around the world. He notes that the U.S. leads the world on services, but China is a rival that can quickly catch up.======== 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

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc

Recording date: 2nd October 2025Welcome back to Compass, Olive Resource Capital's weekly markets and portfolio insights show, hosted by Derek MacPherson (Executive Chairman) and Sam Pelaez (President, CEO & CIO). Each week, we cut through the noise in mining and metals, highlighting the most important macro developments and drilling down into the companies shaping our portfolio.In this episode, we unpack a week of pivotal news for both major gold producers and junior explorers. At the very top of the market, Newmont and Barrick—two of the world's largest gold companies—announced leadership changes on the same day. Newmont's move was a planned succession from COO to CEO, signaling stability and continuity as the company enters a new phase of growth. Barrick, however, surprised the market with an interim appointment following the sudden departure of Mark Bristow. This contrast highlights the broader cycle shift from defensive, balance-sheet-focused leadership to growth-oriented CEOs ready to capitalise on a bull gold market.The coincidence of both announcements has reignited speculation about deeper industrial alignment. With Nevada Gold Mines and Pueblo Viejo already jointly operated, strategic synergies are clear. A combined or further integrated entity could also benefit from passive investment flows, with Newmont's S&P 500 inclusion forcing index-tracking funds to increase their exposure. While no deal has been announced, the industrial and financial rationale for closer alignment between Newmont and Barrick is stronger than ever.Beyond the majors, the week delivered extraordinary news from Olive's portfolio companies. Sterling Metals announced a discovery hole at its Soo Copper project in Ontario - 262 metres at 1% copper equivalent—re-rating the stock by more than 200% in a single day. Years of geological groundwork positioned the company for this success, underscoring the importance of disciplined preparation.Prospector Metals delivered another standout intercept: 44 metres at 13 g/t gold with 1.8% copper at its Mike Lake project. Shares surged nearly 280% and have held those gains. As part of the Discovery Group, Prospector demonstrated how systematic geological work and strong stewardship can unlock transformative discoveries.By contrast, Midnight Sun Mining illustrates the risk of overextended valuations. The company reported nearly 40 metres at .5% copper from its Dumbwa target in Zambia, yet shares fell around 20% as the market had already priced in perfection. The case highlights why entry point and expectations matter as much as geological success.The financing environment also shows renewed strength, with over C$100 million raised across juniors in the past week. With seasonal drill programs now underway, investors should expect a steady cadence of results through year-end. Majors may also lean further into M&A, project acceleration, and capital returns as gold prices remain near record highs.

Daily Market Recap and Job Data Insights - October Update David Bahnsen provides a daily recap of the Dividend Cafe, highlighting that the market was up with the Dow gaining 79 points, the S&P up slightly by 4 points, and the NASDAQ increasing by 18 points. He mentions the bond market's rise with the 10-year yield down 2 basis points. Sector performances show materials leading while energy declines. Due to the government shutdown, key job reports were missing, but alternative data sources like the Chicago Federal Reserve jobless level and the Challenger Gray and Christmas report offer insights. The report indicates a 24% rise in layoffs year-to-date compared to 2024 and a low level of new hirings. David teases the upcoming Dividend Cafe episode with takeaways from the week's meetings and ends with a mention of supporting the Yankees. 00:00 Introduction and Market Overview 01:03 Sector Performance and Government Shutdown Impact 01:21 Job Market Data and Analysis 03:25 Upcoming Reports and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

May 8 2025 This episode features C.E. Pugh, Chief Executive Officer of National Co+op Grocers (NCG). Vernon and C.E. Pugh discuss how NCG supports the growth of the cooperative grocery sector, and his cooperative journey. C.E. Pugh is the CEO of National Co+op Grocers, a cooperative serving 166 retail grocery co-ops with over 240 storefronts across 39 states and $2.8 billion in annual sales. He joined NCG in 2008 to lead its Development Co-operative, became the organization's first Chief Operating Officer in 2012, and was appointed CEO in 2019. With 50 years of experience in the retail food industry, Pugh sees improving the food system as a spiritual mission and champions food co-ops as leaders in building more just and sustainable local food economies.

The hospitality sector is warning the government's NCEA overhaul will undermine its drive to grow the tourism industry. Education correspondent John Gerritsen has more.

¿Cómo ha sido el comportamiento por ramas de actividad? ¿Cuáles fueron las más dinámicas? Análisis del economista Pablo Rosselli

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Amén de una diferencia de 40.580 turistas menos por vía área, comparando enero agosto de este año con respecto al mismo período del año pasado y una disminución de ingresos de casi $65 millones, otros temas preocupan sobremanera al sector. La semana pasada el espacio aéreo nacional se cerró por siete horas y sorprendentemente el Ministerio de Obras Públicas y Transportes anunció que investiga si hubo sabotaje en torno a ese delicado asunto. En tanto, el Aeropuerto Internacional de Liberia enfrenta una situación delicada, dado que un deterioro prematuro de la pista ha llevado a aerolíneas europeas a solicitar una certificación de su estado. Tanto peor aún, una pareja de europeos que buscó en nuestro país refugio para su jubilación, fue asesinada en Quepos. Conversamos sobre estas penosas afectaciones a la seguridad e imagen de nuestro país con Shirley Calvo, Directora Ejecutiva de la Cámara Nacional de Turismo.

Global funding cuts are worsening emergency aid's weaknesses when it comes to the LGBTQI+ community. The Trump administration is explicitly targeting trans people. And gender-related programming is among the first to be cut as humanitarian groups scale back. But there are steps humanitarians can take today – even amid widespread budget cuts – to better respond to the needs of LGBTQI+ people in emergencies. Guests:  Emily Dwyer, co-founder of the humanitarian and development organisation, Edge Effect. Jasmin Lilian Diab, director of the Institute for Migration Studies at the Lebanese American University. ____ Got a question or feedback? Email podcast@thenewhumanitarian.org or post on social media using the hashtag #RethinkingHumanitarianism. ____ SHOW NOTES Edge Effect The moral imperative to protect Lebanon's LGBTIQ+ displaced Institute for Migration Studies  

Las organizaciones sindicales presentes en el ámbito de negociación del Estatuto Marco del personal sanitario se han concentrado frente al Ministerio de Sanidad para reclamar mejores condiciones laborales. En '24 Horas de RNE' hablamos con Javier Padilla, secretario de Estado de Sanidad: "Llevamos años negociando con los sindicatos, pero no podemos abstraernos de que el Estatuto Marco tiene como uno de sus actores principales a las CC.AA. y no se puede hacer una normativa a espaldas de ellas".La vicepresidenta del Sector Nacional de Sanidad de CSIF, Sacramento Rodríguez Arroyo, asegura: "Los trabajadores que sostenemos la sanidad pública tienen que mirar por nosotros porque si no la sanidad se hunde". Desde el CSIF añaden que están desmotivados: "Todo esto está conllevando pérdida de profesionales que se están yendo a la privada, se están yendo a otros países y al final, desgraciadamente, todo esto está repercutiendo en nuestras condiciones laborales, en la calidad que aportamos a los ciudadanos y no queremos eso". Escuchar audio

¿En qué magnitud se redujo la generación hidroeléctrica? ¿Qué pasó con las demás fuentes de energía renovable y no renovable? ¿Cómo siguió desempeñándose el sector en los meses más recientes? Análisis de la economista Delfina Matos.

Jerry spoke to Bernadette Orbinski Burke, chief executive of Childminding Ireland. She addressed childminders at a meeting in Killorglin yesterday about new regulations for the sector.

Fan favorite Pennyether joins the show to discuss the bitcoin mining stocks, the future growth of Bitcoin's hashrate, and more. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, independent stock analyst Pennyether joins us to talk about Bitcoin hashrate crossing 1 zettahash, the economics of ASIC manufacturing, and how Bitdeer could challenge Bitmain's dominance. We explore why miners spend 35-40% of revenue on ASICs, the HPC narrative driving mining stocks up, and why hashrate will continue growing exponentially despite megawatt concerns. **Notes:** • Bitcoin hashrate officially crossed 1 zettahash • ASIC manufacturers capture 35-40% of mining revenue • $19B+ annual Bitcoin mining revenue potential • Bitfarms stock rose 138% in one week • Bitdeer using TSMC for competitive advantage • HPC deals 2-5x more profitable than mining Timestamps 00:00 Start 05:38 Who is Penny? 08:39 Testing ideas & mining data 14:31 ASIC manufacturing market 24:10 Hashrate 28:28 HPC & AI 31:14 Valuation with & without deals 36:24 ASICs & Bitdeer 40:34 ASIC margins 45:21 Cannan 49:19 Vertical integration 52:42 When mining stocks polymarket?

Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, independent stock analyst Pennyether joins us to talk about Bitcoin hashrate crossing 1 zettahash, the economics of ASIC manufacturing, and how Bitdeer could challenge Bitmain's dominance. We explore why miners spend 35-40% of revenue on ASICs, the HPC narrative driving mining stocks up, and why hashrate will continue growing exponentially despite megawatt concerns. **Notes:** • Bitcoin hashrate officially crossed 1 zettahash • ASIC manufacturers capture 35-40% of mining revenue • $19B+ annual Bitcoin mining revenue potential • Bitfarms stock rose 138% in one week • Bitdeer using TSMC for competitive advantage • HPC deals 2-5x more profitable than mining Timestamps 00:00 Start 05:38 Who is Penny? 08:39 Testing ideas & mining data 14:31 ASIC manufacturing market 24:10 Hashrate 28:28 HPC & AI 31:14 Valuation with & without deals 36:24 ASICs & Bitdeer 40:34 ASIC margins 45:21 Cannan 49:19 Vertical integration 52:42 When mining stocks polymarket?

Kate Fowler is the Global Head of Nuclear at WTW and a certified fire protection specialist. She previously contributed to Marsh's Global Specialty Energy & Power team, where she worked to advance nuclear energy initiatives. In this live from RIMS 2025 Chicago episode, Kate offers an insight into this highly specialized sector of risk management, including a look at the future of nuclear energy, the benefits of earning her ARM and CPCU advancing nuclear energy initiatives designations, and what she wishes she had known at the onset of her insurance career.   Key Takeaways: ● Kate's role with WTW aims to support the global construction practice with nuclear plant contractors and potential operators. ● Originally an architectural engineer, nuclear engineering wasn't in Kate's initial career plan. ● The technical ins and outs of fire protection. ● Transitioning from loss control to underwriting to the broker side. ● Nuclear energy is ramping up again for the first time in a decade. ● Energy independence is becoming a greater focus than ever before. ● Clean energy technologies will be part of future solutions. ● Kate's perspective and expectation shift from an underwriter to a broker. ● The benefits of ARM and CPCU designations in Kate's career. ● Considerations when moving from one established broker to another. ● Types of nuclear energy, including advanced reactors, fission, and fusion. ● Kate's experience as a woman in a male-dominated field. ● Kate still doesn't know what she wants to be when she grows up — and that's okay. ● Don't worry about a career plan, just follow the breadcrumbs. ● Recruiting talent in the nuclear insurance industry means building a talent pool.   Mentioned in This Episode: Kate Fowler WTW   Tweetables:   “Originally, I didn't even know nuclear insurance was a thing.”   “I want to do more for the nuclear industry and support more people in the nuclear industry.”   “For all of the new nuclear assets that are coming online, the first thing you've got to do is construct them.”   “My career has absolutely not gone the way I expected it to, and it has been amazing.”  

In this episode of Puppets Go BOOM!, Arun and Patricia discuss about the 1962 sci-fi series Fireball XL5. Set in the year 2062, an organization known as The World Space Patrol in Space City does various rescue missions and interplanetary discoveries in outer space. A spaceship named Fireball XL5 piloted by Steve Zodiac alongside his companions Dr. Venus, Professor Matthew Matic, and a robot named Robert patrol Sector 25 and go on various adventures. Meanwhile, the head of The World Space Patrol Commander Zero and his assistant Lieutenant Ninety give missions and assignments to the members of all the Fireball XL spaceships. Each episode has Steve, Dr. Venus, her Lazoon Zoonie, Professor Matic, and Robert go on different missions and adventures in space, discover new worlds, interact with various extraterrestrials, and save the galaxy. When the show premiered, it was very popular due to it airing around the time of the Space Race of the 60s. How accurate does it portray space travel? Not very well. Is it a fun and entertaining show? Listen and find out.

Welcome to this Tuesday edition of RealAg Radio! On today's show, host Shaun Haney is joined by railway analyst Anthony Hatch of ABH Consulting for an in-depth conversation on consolidation of the railway sector, including the CPKC merger, the proposed Union Pacific-Norfolk Southern merger, and what these mergers could mean for the future of railways.... Read More

Welcome to this Tuesday edition of RealAg Radio! On today's show, host Shaun Haney is joined by railway analyst Anthony Hatch of ABH Consulting for an in-depth conversation on consolidation of the railway sector, including the CPKC merger, the proposed Union Pacific-Norfolk Southern merger, and what these mergers could mean for the future of railways.... Read More

Stephen Grootes speaks to Dawie Maree, Head: Agriculture Information and Marketing at FNB South Africa, about how South Africa’s agriculture sector is rethinking global strategies and opening new markets, and how positioning South Africa – together with partners such as FNB and RMB – as a proactive player in global agricultural trade can create real commercial and development opportunities. 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 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

CPMA President Ron Lemaire sits down with CPMA Chair Steve Bamford, CEO of Fresh Advancements, Bamford Produce, and Freshline Foods, and past CPMA Chair George Pitsikoulis, President and CEO of Canadawide Fruit Wholesalers Inc.The three talk leadership, advocacy, and the future of fresh produce. From navigating supply chain and geopolitical challenges to setting priorities for the year ahead, this candid conversation looks at where we've been, what's next, and how CPMA continues to drive impact for the industry.

Earlier this month the Federal Reserve cut interest rates for the first time this year. But did the Fed cut because conditions allowed - simply pulling back on policy that was too restrictive - or out of necessity, reacting to a weaker economy? And how can you spot difference while it's unfolding? Today's guest says profits may hold the answer - a leading indicator that can help cut through the noise. Joining today's episode to discuss all this and more, including her top and bottom three sectors, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on September 26, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

Amy Maciver speaks to Vally Padayachee — power and energy expert, a former executive manager at Eskom, and former senior executive at City Power Johannesburg — to help unpack what NERSA’S market inquiry means for ordinary South Africans and the future of our electricity sector. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Paco Pascual, Pablo Rodríguez Suanzes, José Ramón Iturriaga, Ignacio Rodríguez Burgos y Rafa Latorre repasan la actualidad económica del día. 

Escuche esta y más noticias de LA PATRIA Radio de lunes a viernes por los 1540 AM de Radio Cóndor en Manizales y en www.lapatria.com, encuentre videos de las transmisiones en nuestro Facebook Live: www.facebook.com/lapatria.manizales/videos

In this KE Report Daily Editorial (Sept 29), I'm joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, who oversees the firm's commodities trading desk. Darrell provides his monthly update on market positioning, trading flows, and price trends across precious metals, base metals, and energy. Discussion highlights: Precious metals surge: Gold pushes toward $4,000 while silver breaks above $47, with broader investor flows extending beyond central banks. Copper strength: A steady climb toward $5/lb, boosted by the Freeport Grasberg disruption and tight long-term supply fundamentals. Sector rotation: Silver equities rally sharply, showing heightened volatility compared to gold. Energy weakness: Oil remains stuck in a range with bearish fundamentals; natural gas looks fairly valued heading into winter with ample storage. Big picture: Metals are pulling commodity indices higher even as energy drags, underscoring the sector's shifting drivers.   Stocks mentioned (symbols): Freeport-McMoRan ($FCX)   ------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Eric Criscuolo, Market Strategist at the NYSE, recaps a week where stocks retreated from record highs after triple-witching and Fed Chair Powell's valuation comments. Energy outperformed on rising oil, while tech and small caps lagged. Stronger economic data tempered Fed cut expectations. Criscuolo highlights jobs reports, ISM data, and a potential government shutdown as next week's key drivers.

When we talk about AI at cybersecurity conferences these days, one term is impossible to ignore: agentic AI. But behind the excitement around AI-driven productivity and autonomous workflows lies an unresolved—and increasingly urgent—security issue: identity.In this episode, Sean Martin and Marco Ciappelli speak with Cristin Flynn Goodwin, keynote speaker at SecTor 2025, about the intersection of AI agents, identity management, and legal risk. Drawing from decades at the center of major security incidents—most recently as the head cybersecurity lawyer at Microsoft—Cristin frames today's AI hype within a longstanding identity crisis that organizations still haven't solved.Why It Matters NowAgentic AI changes the game. AI agents can act independently, replicate themselves, and disappear in seconds. That's great for automation—but terrifying for risk teams. Cristin flags the pressing need to identify and authenticate these ephemeral agents. Should they be digitally signed? Should there be a new standard body managing agent identities? Right now, we don't know.Meanwhile, attackers are already adapting. AI tools are being used to create flawless phishing emails, spoofed banking agents, and convincing digital personas. Add that to the fact that many consumers and companies still haven't implemented strong MFA, and the risk multiplier becomes clear.The Legal ViewFrom a legal standpoint, Cristin emphasizes how regulations like New York's DFS Cybersecurity Regulation are putting pressure on CISOs to tighten IAM controls. But what about individuals? “It's an unfair fight,” she says—no consumer can outpace a nation-state attacker armed with AI tooling.This keynote preview also calls attention to shadow AI agents: tools employees may create outside the control of IT or security. As Cristin warns, they could become “offensive digital insiders”—another dimension of the insider threat amplified by AI.Looking AheadThis is a must-listen episode for CISOs, security architects, policymakers, and anyone thinking about AI safety and digital trust. From the potential need for real-time, verifiable agent credentials to the looming collision of agentic AI with quantum computing, this conversation kicks off SecTor 2025 with urgency and clarity.Catch the full episode now, and don't miss Cristin's keynote on October 1.___________Guest:Cristin Flynn Goodwin, Senior Consultant, Good Harbor Security Risk Management | On LinkedIn: https://www.linkedin.com/in/cristin-flynn-goodwin-24359b4/Hosts:Sean Martin, Co-Founder at ITSPmagazine | Website: https://www.seanmartin.comMarco Ciappelli, Co-Founder at ITSPmagazine | Website: https://www.marcociappelli.com___________Episode SponsorsThreatLocker: https://itspm.ag/threatlocker-r974BlackCloak: https://itspm.ag/itspbcweb___________ResourcesKeynote: Agentic AI and Identity: The Biggest Problem We're Not Solving: https://www.blackhat.com/sector/2025/briefings/schedule/#keynote-agentic-ai-and-identity-the-biggest-problem-were-not-solving-49591Learn more and catch more stories from our SecTor 2025 coverage: https://www.itspmagazine.com/cybersecurity-technology-society-events/sector-cybersecurity-conference-toronto-2025New York Department of Financial Services Cybersecurity Regulation: https://www.dfs.ny.gov/industry_guidance/cybersecurityGood Harbor Security Risk Management (Richard Clarke's firm): https://www.goodharbor.net/Catch all of our event coverage: https://www.itspmagazine.com/technology-and-cybersecurity-conference-coverageWant to share an Event Briefing as part of our event coverage? Learn More

Mike Dickson focuses on small caps: “is this [rally] durable?” He argues that it is, citing expected interest rate cuts and an improvement of the earnings picture. However, he thinks that investors should be looking for actively managed funds within the space rather than buying the Russell 2000 index.======== 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

Through a partnership with the Wisconsin Beef Council, more than half a dozen potential buyers came to Wisconsin from Central America to learn more about the beef supply chain. Lucia Ruano led the trade team; she’s a representative for the U.S. Meat Export Federation from the Dominican Republic. She says the point of the trade mission was to introduce buyers to quality beef – and Wisconsin is a key player with its unique dairy cattle sector.See omnystudio.com/listener for privacy information.

The Detail puts on a rabbit suit and gets special access to the incubators of Taiwan's semiconductor industryInside Taiwan's booming semiconductor sector, rabbit suits, sanitising air showers and transistors smaller than a speck of dustGuests:Brian Travers - CEO of Christchurch's Syft TechnologiesYuyi Chang - Electronic Engineering student Dr Sun-Zen Chen - Tsing Hua University researcher Zse-hong Tsai - Taiwan AI Centre for Excellence head Professor Yung-jen Hsu - Centre for Excellence chair Professor Tien-Wang Tsaur - EconomistLearn more by reading these two articles:The world's biggest chipmaker needs to move beyond TaiwanTaiwan Weaponizes Chip Sector to Deter China on World StageReferences:Space technology and Taiwan's strategic objectivesFind The Detail on Newsroom or RNZ Go to this episode on rnz.co.nz for more details

Primary sector leaders say food and fibre generates 81 per cent of the country's exports, but the work-based training that the workforce depends on is at risk. 

Israel is often in the headlines for conflict—but there's another story you need to hear.Beyond the headlines, Israel has emerged as a global innovation hub and a rising player in international markets. Today, Brian Mumbert joins us to share why investing in Israel could be a strategic opportunity worth considering.Brian Mumbert is Vice President and Regional Sales Executive at Timothy Plan, an underwriter of Faith & Finance.Why Invest in Israel?At first glance, investing in a nation experiencing conflict may seem counterintuitive. But economies often demonstrate resilience in times of war. Israel is no exception. With robust defense spending, a thriving entrepreneurial spirit, and a deeply ingrained culture of saving and financial discipline, the nation continues to grow.In fact, one of Israel's largest banks gave out piggy banks to families nationwide to encourage saving—a small example of the country's ingrained culture of stewardship and fiscal responsibility.For those wondering about safety, Israel offers a surprisingly secure environment for investment. The Tel Aviv 125 Index, which tracks the nation's 125 largest companies, operates much like the U.S. stock exchanges. Israel has transitioned from an emerging to a developed economy, putting it in the same global category as many European nations. Its GDP is forecasted to grow by 3.3% in 2025 and 4.6% in 2026, with inflation targeted at a steady 2%—numbers comparable to the U.S. outlook.The “Startup Nation” AdvantageIsrael's reputation as a hub of innovation is well-earned. In 2024 alone, U.S. giants invested billions in Israeli startups. Google acquired cloud security firm Wiz for $32 billion, while Palo Alto Networks purchased CyberArk, an identity management leader, for $25 billion. Everyday technologies like Apple's Face ID and SodaStream also trace their roots back to Israel.Large U.S. companies buying small Israeli firms is common since it's part of the fabric of their economy.While technology dominates headlines, Israel's economy is diverse. Financials, industrials, and defense sectors have also posted strong returns. In fact, nearly every sector reported double-digit growth in 2025. The Israeli shekel has also appreciated, further boosting investor confidence.International ties enhance Israel's economic opportunities. The Abraham Accords have opened new trade relationships across the Middle East, while defense partnerships with Europe have surged amid global conflicts. Recent agreements, such as a $35 billion natural gas export deal with Egypt, demonstrate the nation's expanding role in global energy markets.The Timothy Plan Israel Common Values FundFor investors who want exposure to Israel's growth while remaining true to their faith, Timothy Plan offers the Israel Common Values Fund. This actively managed fund holds 58 companies, giving broad diversification within the Israeli market.True to Timothy Plan's mission, the fund excludes companies that profit from abortion, pornography, or other activities inconsistent with biblical values. Even in Israel, they carefully screen companies to ensure they align with Christian principles.Faith-based investors increasingly want their portfolios to reflect their values. Advances in technology have made it easier to screen companies for alignment, though Timothy Plan has been doing it faithfully since 1994. They're not just avoiding harmful investments, they're enabling believers to steward their resources in ways that honor God.”Practical Advice for InvestorsIf you've never seen faith-based options in your portfolio, start by talking to your advisor. Share what you're passionate about—your church involvement, your giving priorities, your desire for biblical stewardship. When advisors know your values, they can help you align your investments with them.The Timothy Plan Israel Common Values Fund provides a practical way to support Israel and benefit from its dynamic economy—all while investing according to biblical principles. To explore this opportunity, visit TimothyPlan.com.On Today's Program, Rob Answers Listener Questions:I'd like some biblical insight on the power of tithing. I've even heard of people practicing ‘reverse tithing,' living on 10% and giving away 90%. What benefits might there be if we increased our giving to 15% or even 20%?My grandfather has invested in a commemorative coin collection for years. He's asked me and my aunt to handle it before he passes—determine the value and then sell it. Where can I turn to find out what it's worth and get the best price for his investment?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Timothy PlanTimothy Plan's Israel Common Values FundWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach. 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, we look at how Posadas, through its Fiesta Americana Travelty Meetings & Events brand, is embedding ESG strategies into venues and operations to meet rising demand for purpose-driven corporate events. At the same time, the fragmented tours and experiences sector is moving toward consolidation, with tech-forward operators and investor interest signaling a reshaping of the market into stronger, more scalable global brands.Are you new and want to start your own hospitality business?Join our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Boostly and join the discussion:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Want to know more about us? Visit our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stay informed and ahead of the curve with the latest insights and analysis.

Katie Reynolds is the Executive Director of AIRROC, the Association of Insurance and Reinsurance Run-Off Companies, the only U.S. nonprofit dedicated to promoting the interests of the legacy insurance and reinsurance community. She brings nearly a decade of experience in the legacy sector from claims leadership roles at RiverStone and The Hartford. An active AIRROC member since 2020, Katie has served on committees, the NextGen Council, and the Board of Directors. She holds a B.A. from the University of Rochester and a J.D. from the University of New Hampshire School of Law. On this episode of In The Know, Chris Hampshire and Katie discuss her transition from the carrier side to her current work as an executive director focused on the legacy sector.   Key Takeaways ● Katie's unintentional career journey toward her current position. ● Defining legacy and run-off business. ● Desirable features of the legacy space. ● The current state of the legacy sector. ● Addressing technology challenges in the legacy sector. ● Key aspects to valuating deals. ● AI, claims, and other trends in the legacy space. ● All about the offerings at AIRROC. ● Katie's insights into her new position and all that it entails. ● Katie's next-generation pitch for the insurance talent shortage. ● A look at the five-year future of legacy. ● Katie's encouraging advice to her early career self.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes ● “In legacy, celebrate every time something actually works the way you want it to!” ● “There is tremendous opportunity in legacy.” ● “Legacy holds a lot of interest and a steady amount of deals.” ● “I never thought of myself as an insurance nerd, but now I'm literally planning parties to celebrate insurance.”

Recording date: 23rd September 2025The Denver Gold Forum Americas marked a pivotal moment for the gold mining sector, with buy-side attendance surging over 30% as institutional investors demonstrate renewed interest in precious metals equities. This dramatic shift from the sparse attendance witnessed two years prior signals broader market recognition of the sector's improved fundamentals and investment potential.Major gold miners have fundamentally transformed their financial profiles, moving from debt-heavy structures to robust cash positions. AngloGold Ashanti exemplifies this transformation, transitioning from net debt to net cash even after completing major acquisitions like Centamin. This financial strength has created unprecedented flexibility for capital allocation strategies previously unavailable during weaker commodity environments.Share buyback programs have emerged as a key theme among major producers, creating consistent market liquidity and generating positive feedback effects through passive fund flows. Industry observers expect buyback announcements from larger mid-cap companies over the next twelve months, representing a new marginal buyer category that provides ongoing support for gold mining equities.The gold mining sector has undergone a philosophical transformation regarding growth strategies. Previously, companies emphasized organic growth while treating acquisitions as taboo investments that attracted negative analyst and investor sentiment. The current environment shows marked openness to inorganic growth opportunities, with management teams no longer viewing expansion as inherently problematic.B2Gold's explicit targeting of 2026 acquisitions represents the most candid expression of this strategic shift, while other companies express cautious optimism about appropriate opportunities. Even companies with substantial organic growth potential, including Agnico Eagle, indicate receptiveness to suitable acquisition targets when they emerge.Investment managers Derek Macpherson and Samuel Pelaez identified Bellevue Gold as their primary new portfolio addition, representing a classic single-asset turnaround story. The Western Australian underground producer operates one of the world's highest-grade gold deposits, containing approximately 3.5 million ounces at nearly 10 grams per tonne.The company experienced multiple operational challenges during 2024 production startup, including delayed mine development, balance sheet strain, and unusual flooding events. These difficulties triggered lender covenant violations and forced balance sheet restructuring, creating attractive entry valuations for patient investors.Current operational metrics indicate successful turnaround execution, with mine development catching up to planned schedules and access to higher-grade ore blocks improving production flexibility. Management projects 170,000 ounces of annual production, though operational capacity suggests potential for 200,000 ounces annually.The combination of strong gold prices, improved sector sentiment, and increased institutional participation creates favorable conditions for both operational turnarounds and sector re-rating opportunities. With Bellevue's market capitalization under $1 billion USD, the company trades at significant discounts to comparable Western Australian producers, suggesting fair value potential in the $2-3 billion range.This institutional interest surge, coupled with miners' enhanced financial flexibility and strategic openness, positions the gold sector for continued evolution as both a defensive precious metals play and growth-oriented investment opportunity.Sign up for Crux Investor: https://cruxinvestor.com

Russia's invasion of Ukraine and President Trump's calls for Europe to increase its defense spending have served as a wake up call for European governments who are committing to boost both military spending and investments in their defense sector. Max Bergmann, the director of the Europe, Russia, and Eurasia Program and the Stuart Center in Euro-Atlantic and Northern European Studies at the Center for Strategic and International Studies, joins Thanos Davelis as we look at where Europe is today on defense, and how this could impact the Transatlantic alliance.You can read the articles we discuss on our podcast here:Defense Budgets in an Uncertain Security EnvironmentLoss for Trump as Denmark chooses Franco-Italian air defense system over US PatriotsBrussels approves Germany's mega spending planTrump to host Erdogan at White House on September 25PM heads to New York, plans meetings all week