Podcasts about Sector

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

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

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

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

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

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

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

En este capítulo, el economista y exministro de Hacienda, Manuel Ferreira Brusquetti, analiza los principales temas económicos de la semana

New data from the Federal government shows 30 PER CENT of early career nurses abandon the sector. If the trend continues, a shortfall of 80 THOUSAND nurses is projected by 2035. Some reasons behind graduate nurses abandoning the sector are burn out and land in high-responsibility roles they’re not prepared for. The Australian College of Nurses is asking the Federal government to act on the issue.See omnystudio.com/listener for privacy information.

En entrevista con Ideas de Negocios TV, Lidia Quezada, directora de la Feria Internacional de Franquicias, nos comenta datos relevantes sobre el sector de Franquicias. Datos clave sobre la Expo Franquicias Guadalajara 2026:

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Sector Rotation มาแล้ว ? ถึงเวลาลดหุ้น Tech แล้วเพิ่มสินทรัพย์ไหน ? The Investo คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi   แขกรับเชิญ ประกิต สิริวัฒนเกตุ กรรมการผู้จัดการ บลจ. เมอร์ชั่น พาร์ทเนอร์ จำกัด   Naomi ดำเนินรายการ   รายการ The Investo กับ Naomi วิเคราะห์เจาะลึกข่าวสำคัญในแต่ละวัน กับผู้เชี่ยวชาญในด้านต่างๆ ทั้งเศรษฐกิจ การเงิน และการลงทุน   คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi ที่ Facebook และ YouTube Finnomena ทุกวันจันทร์ - พฤหัสบดี   --- ติดตามช่องทางอื่น ๆ ของ Finnomena Website https://www.finnomena.com  Facebook   / finnomena     IG   / finnomena     Twitter https://x.com/finnomena  TikTok   / finnomena     ดาวน์โหลดแอป Finnomena หรือเปิดบัญชีกับ Finnomena คลิกเลย https://finno.me/finnomenaliveyt ติดตามทุกโอกาสการลงทุน Finnomena Opphub https://finno.me/fcins  #หุ้นTech #สินทรัพย์ #หุ้นไทย #การลงทุน #TheInvesto #Finnomena

In this Daily Editorial, we sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of The Profit Pilot. TG walks us through the latest market moves, sharing his technical take on index divergences, sector rotations, and where he sees potential trade setups forming. AI Trade Unwinding and Market Rotation: A look at recent chop in high-flying tech and chip stocks versus equal-weight market performance, including capitulation signals and where dip-buyers might jump back in. Technical Signals & Moving Averages: Key indicators to watch, like the 50-day moving average, to figure out if we're seeing a real trend reversal or just a short-term bounce. US Dollar & Precious Metals Outlook: How recent double-top price action in the US Dollar (USD) could give gold and silver room to breathe as they test critical support levels. Copper Price vs. Copper Equities: Breaking down the current disconnect between spot copper ($CPER) and copper mining stocks ($COPX), plus the long-term setup for the sector.   Click here to visit TG's site - Profit Pilot - https://www.profit-pilot.com/   Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot    --------------------- 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 or investment product. Investing in equities, commodities, really everything 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.

Dom talks with Sonia Minnaar and Liz Henderson from Canopy Camping Escapes about winning the Experience Rural category at the recent NZI Rural Women Business Awards, the evolution of the company since its inception and being among the early adopters of the now burgeoning NZ tourism industry. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.

Lester Kiewit speaks to Clint Crowster is the founder of AskOsca.com - a Business Process Outsourcing (BPO) company based in Cape Town. They discuss whether the advent of AI in the call centre sector will lead to a loss of jobs. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i 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.

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The Ministry of External Affairs, International Trade, Civil Aviation and Diaspora Affairs, in partnership with the OECS Commission, has convened a four-day workshop focused on strengthening technical capacity in trade in services. The training aims to improve policy and regulatory decision-making while helping Saint Lucia become more competitive in regional and international services trade.

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

El nuevo premier de Victoria, Ben Carroll, tiene cuatro meses para recuperar el apoyo al Partido Laborista antes de las elecciones estatales del 28 de noviembre.Escucha SBS Spanish / Australia en español:Por radio o Internet 7 días a la semana de 1:00 a 2:pm (AEST)Escucha también por Apple Podcasts, Spotify y YouTubeExplora nuestra extensa colección de podcasts haciendo clic aquíEn redes: síguenos en Facebook e Instagram.

The Map That Made the Sector GrowBecome a supporter of this podcast: https://www.spreaker.com/podcast/dark-mysteries-unsolved-mysteries-forgotten-secrets-unanswered-questions--5684156/support.Darkest Mysteries Online

La decimotercera campaña en el yacimiento de las Cabezuelas de Totana, que comenzó el pasado lunes y finalizará el 7 de agosto, se consolida como el proyecto clave para entender el origen de la ciudad de Totana. Los trabajos actuales, liderados por José Guerao, Verónica Carricondo y Juan Antonio Ramírez, se centran en el Sector 1 para documentar el urbanismo de los siglos X y XI (época andalusí) a través de sus estructuras domésticas, y en el Sector 3 para confirmar si los enterramientos hallados el año anterior pertenecen a una necrópolis de la Antigüedad Tardía en extensión. El yacimiento destaca por su extraordinaria riqueza cronológica, comparable a una "tarta de cinco chocolates", que abarca desde la Prehistoria (Bronce Pleno y Final) hasta periodos ibéricos, romanos y medievales, aportando hallazgos que el director califica como auténticas "piezas de museo".

A BMW quer reduzir cerca de oito mil postos de trabalho na Alemanha até ao final de 2027See omnystudio.com/listener for privacy information.

Same burnout. Completely different costumes. Why the pressures driving a librarian, a trainee, and an entrepreneur toward burnout look nothing alike on the surface, and what leaders miss when they assume their own experience is the template. Signal: → Burnout shows up differently by role even within the same institution (physicians, nurses, residents, researchers all differ) → ED trainee burnout risk climbs with seniority, not away from it → Boundary-setting entrepreneurs: 45% report low burnout vs 6% of non-boundary-setters → Mentor/peer access linked to ~50% higher resilience Reset: → Ask, don't assume, what a hard day looks like for someone in a different role → Build cross-role listening into leadership, not just same-lane check-ins → Protect recovery time as the floor, whatever the sector → Deliberate variety across your own work can be part of your own protection

In this episode of CharityVillage Connects, we examine what Canada's 2026 Spring Economic Update means for the nonprofit and charitable sector. Where do the federal government's priorities lie? Where does the care economy fit within Canada's future? Sector experts explore the opportunities and challenges ahead, including potential impacts on funding, regulation, service delivery, and community wellbeing. Tune in to The Spring Economic Update: Where Does the Nonprofit Sector Fit in Canada's Future? Meet Our Guests in Order of Appearance Nicole D'Aoust, Charity and Non-Profit Lawyer, Partner, McCarthy TétraultTyler Meredith, Founding Partner, Meredith Boessenkool & Phillips Policy AdvisorsArmine Yalnizyan, Economist and Atkinson Fellow on the Future of Workers, Atkinson FoundationDr. Susan Phillips, Professor Emerita, Philanthropy and Nonprofit Leadership, School of Public Policy and Administration, Carleton UniversityAbout your HostMary Barroll, president of CharityVillage, is an online business executive and lawyer with a background in media, technology and IP law. A former CBC journalist and independent TV producer, in 2013 she was appointed General Counsel & VP Media Affairs at CharityVillage.com, Canada's largest job portal for charities and not for profits in Canada, and then President in 2021. Mary is also President of sister company, TalentEgg.ca, Canada's No.1, award-winning job board and online career resource that connects top employers with top students and grads.Additional Resources from this EpisodeWe've gathered the resources from this episode into one helpful list:Spring Economic Update 2026: Canada Strong For All (Government of Canada, 2026)Registered Charity Information Return T3010 (Canada Revenue Agency)Charity Insights Canada Project (Carleton University)Million-Dollar Murray (The New Yorker, 2006)Dunn House Social Medicine Housing Model (University Health Network, 2026)Charities and Giving: Guidance CG-032 – Registered charities making grants to non-qualified donees (Canada Revenue Agency, 2023)Disbursement Quota Calculation (Canada Revenue Agency)Canada Strong Fund (Government of Canada, 2026)Build Canada Homes (Government of Canada, 2026)Learn more and listen to the full interviews with the guests here.#podcast #charity

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

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market is starting to crack... and the warning signs are getting harder to ignore. The Nasdaq has flipped bearish, bond yields keep climbing, the dollar is strengthening, and more stocks are quietly losing momentum beneath the surface. But even in a weak market... opportunities still exist if you know where to look.This conversation dives into how traders can use OVTLYR's Sector Intelligence Map to find stocks that are holding up while the broader market struggles. Instead of chasing headlines, the discussion walks through how institutional money rotates between sectors, why industry strength matters more than individual stock stories, and how to identify potential leaders before the next market recovery begins.One of the biggest lessons from this episode is that great traders don't wait for the perfect market—they adapt to the one they're given. Rather than forcing trades, the focus shifts toward following buy signals, respecting sell signals, understanding market breadth, and building a watchlist of stocks that are already showing relative strength before the crowd notices.There's also a full market breakdown covering SPY, Nasdaq, market breadth, bond yields, the U.S. dollar, oil, Apple's surprising strength, and several trade ideas including CSX, Rail, FCX, and BTE, along with a practical walkthrough of how to use sector rotation to uncover high-probability opportunities.✅ SPY, Nasdaq, market breadth, and bond yield analysis✅ Using the Sector Intelligence Map to find strong stocks✅ Apple, CSX, Rail, FCX, and BTE trade setups✅ Sector rotation, buy signals, and relative strength strategies✅ Risk management and building a smarter trading watchlistIf you've ever wondered how professional traders keep finding opportunities even when the market looks weak... this episode shows exactly how they stack the odds in their favor.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets. Recorded on July 23, 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. -- Perspectives sectorielles et factorielles de Denise Chisholm – 23 juillet 2026 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. Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/Jj9YcTFwxCE Date : 23 juillet 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.

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a moderately edited transcript and the slide deck using the blue Download buttons below.We continue our July series focused on Strait of Hormuz Crisis takeaways with a focus on energy and power sub-sector stock performance. We take a look back at growth and profitability since 2021, which has yielded some surprising results and areas for improvement. Our key messages from the four charts we go through this week are as follows: * Energy versus Tech has been inversely correlated since 2021, with Energy surprisingly having kept pace with the Mag-7 over this time frame. * Despite improving growth expectations Utilities have lagged on higher interest rates. The question is when does improving growth expectations for utilities overcome what might be an ongoing interest rate headwind. * Traditional energy equities are again discounting below normal oil prices…perhaps not quite trough conditions, but something only a little bit better. * There has been considerable sub-sector divergence on profitability and growth over the last 5 years, with some surprising winners, losers, and areas for improvement. LNG, IPPs, midstream, and downstream sectors are all winners. There is scope for improvement from IOCs, both oily and gassy E&Ps, and oil services. Timestamps: 0:00 Introduction 2:39 Energy and Tech Inversely Correlated Since 2021 5:16 Utilities Lag On Higher Treasury Yields 6:34 Forward Oil Outperforming Oil Equities 10:30 Sector Growth and CROCI Comparison 14;44 On A Personal Note

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

FFVII talk starts at 41:44RPG Summer continues with Part 2 of our massive Final Fantasy VII Remake gameclub, covering everything from the trek to Reactor 5 and beginning our journey back to Sector 7 with Aerith. Eric starts to have theories on the Ghosts, and Michael runs into a weird sequence coincidence during a side-quest.Plus, Eric gives his thoughts on the first half of the DOOM: The Dark Ages DLC, and Michael has finished his Ace Combat journey, preparing for Wings of Theve. Timecodes0:00 - Housekeeping5:00 - Michael finished Ace Combat 1-7. 22:55 - Doom: The Dark Ages - Revelations41:44 - Final Fantasy VII RemakeNEXT SHOW: Play chapters 9-11Metro — Scandinavianz [Audio Library Release] Music provided by Audio Library Plus Watch: ⁠⁠https://youtu.be/NPKwINq8D_4⁠⁠Free Download / Stream: ⁠⁠https://alplus.io/metro⁠⁠Jungle Mood — Peyruis [Audio Library Release]  Music provided by Audio Library Plus Watch: ⁠⁠https://youtu.be/AE4AWGTNa-A⁠⁠Free Download / Stream: ⁠⁠http://alplus.io/JungleMood⁠⁠——————————————#finalfantasy #ffvii #finalfantasyvii #remake #rebirth

Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herridge breaks down a challenging week in the markets, exploring why the current environment feels so tough for investors—despite major indices still being up for the year. He discusses the dramatic pullbacks hitting high-flying stocks, lessons learned from past market corrections like the dot-com bubble, and what the current “capitulation” sentiment could signal for the next big market move.

Participan: Gonzalo Garnica, consultor empresarial y editor; José Ignacio Gutiérrez, presidente de la Federación de Servicios Financieros de la Confederación de Cuadros; y Pedro Fernández Hernández, profesor del IEB

PFAS, often called "forever chemicals," are changing the cosmetics industry. With new regulations already in effect in France and broader European restrictions on the horizon, brands need to prepare. In this episode, we'll explore what these changes mean for cosmetic formulations, testing, and regulatory compliance. Don't miss this timely discussion on one of the beauty industry's biggest challenges.Speakers:Franny Montador, Regulatory Affairs Specialist – Fragrance, Intertek AssurisValentine Chauchat, Regulatory Affairs Specialist – Fragrance, Intertek AssurisFollow us on- Intertek's Assurance In Action ||  Twitter || LinkedIn.

NotiMundo Estelar - Mónica Heller, Agenda 2040, competitividad, inversión y seguridad jurídica, ¿qué dice el sector productivo? by FM Mundo 98.1

John Rubino, {Substack https://rubino.substack.com/}, joins us for another wide-ranging discussion around the strong financial health of the gold and silver producers and royalty companies as we head into Q2 earnings season later this week.   We also discuss his outlook on the potential for more mergers and acquisitions, what stage of developer he is animated by, his outlook on royalty stocks, and the copper sector.   While Q2 earnings are not going to be as big as the record underlying metals prices seen in Q1,  John believes the gold and silver producers will still report very solid revenues, because the average metals prices were the 2nd highest of any other quarter in history.  The caveat is that with the overall sector trend having been lower for the last 6 months in the underlying gold and silver prices, that this is what ultimately affects investor sentiment and stock price direction. The metals price direction is seemingly more germane than strong fundamentals, earnings, or value creation. We debate whether the valuations in PM producers, which are now down closer to where they were back in Q3 and Q4 2025 are at a mismatch, considering the margins were still much larger in Q2 than those quarters. Many PM producers crashed down 40%-60% during the exact same time that they still generated near-record revenues and cashflows on their balance sheets. We discuss where all that cash piling up has been going over the last few quarters as a return of capital to shareholders in share buybacks, new or increasing dividends, and why we aren't seeing even more merger and acquisition transactions in this kind of environment.   John then distinguishes between the boring versus the opportune time to accumulate quality PM developers, to maximize the 2nd leg of the Lassonde Curve.  There is a typical lull in quality exploration stocks once they put out a resource estimate and put early-stage PEA economics on a project. Early-stage developers then face years of permitting, metallurgical and engineering studies, definition drilling, and the boring “orphan phase” of the Lassonde Curve; when speculators lose interest and rotate out to go chase other short-term catalysts. John likes to focus on companies once they already have a compelling Feasibility Study in place and are closer to the construction decision, increasing their likelihood to become a takeover target by a larger company. In general, John is more skeptical of explorers that become developers having the skillsets to build mines on their own, but he stresses that it really comes down to analyzing the management teams for their past track records, and the capabilities of their board and team. Some select smaller to mid-tier producers, that bought divested mines from the majors, can also use those cashflows from operations at these higher metals prices to fuel and fund the progress on key flagship development projects.     Next, we point out how the royalty companies, that don't have cost creep due to rising energy expenses or large labor costs, have still been chopped down by 30%-40% along with the rest of the PM sector; which makes little sense from a valuation standpoint. John feels this is a prime example of an inefficient market where the fall in share prices and market caps creates a growing value proposition. He'll be using low-ball bids and weakness in the royalty stocks to keep accumulating. His outlook is that we will continue to see a number of potential M&A deals in the royalty stocks, and this gives him comfort to go down the food chain into the mid-tier and smaller stocks, as they likely will be acquired by large companies with a better valuation multiple in the fullness of time.   Wrapping up we review the continued strength in the copper price, holding up near all-time highs, and why he remains longer-term bullish due to supply/demand fundamentals. The caveat John mentions is that if there is a softening in AI data center buildouts, or if the Chinese AI platforms compete with domestic AI platforms, or if we see the lofty valuations in US equities roll over hard, in the near to medium-term, then this could also pressure copper and copper stocks to the downside.   Click here to follow John's analysis and articles over at Substack     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.    

On the next episode of Charity Village connects.Where do the federal government's priorities lie? Where does the care economy fit within Canada's future? Sector experts explore the opportunities and challenges ahead, including potential impacts on funding, regulation, service delivery, and community wellbeing. Tune in to The Spring Economic Update: Where Does the Nonprofit Sector Fit in Canada's Future? #podcast #charity

First up on Inside Business this week, we look at the woes impacting the Irish aviation sector.Aer Lingus last week announced plans to cut up to 500 jobs at the airline, the equivalent of 8 per cent of its workforce.And Ryanair announced on Monday that its profits had dropped in the first half of the year due to higher fuel costs and a reduction in air fares as people hedge their travel plans amid the current increases in the cost of living.To discuss these issues, host Ciarán Hancock was joined in studio by Davy stockbrokers aviation analyst Stephen Furlong and on the line by Eoghan Corry, a veteran aviation journalist.Plus, Ciara O'Brien of The Irish Times on the Government's plans to introduce a digital wallet, that in time could hold your passport and driving licence.How will it work and why is it being brought in now?Produced by John Casey with JJ Vernon on sound. Hosted on Acast. See acast.com/privacy for more information.

How are Real Estate Investment Trusts (REITs) navigating economic shifts and outperforming the broader equity market in 2026? In this episode of America's Commercial Real Estate Show, host Michael Bull sits down with Edward Pierzak, Senior Vice President of Research at Nareit, to break down the operational performance, balance sheet metrics, and future outlook for the REIT sector. Despite facing macroeconomic shocks like geopolitical conflicts and inflation worries, REITs have maintained incredible momentum throughout the first half of the year. Edward provides an insider look into sector-specific trends—explaining why lodging, resorts, and data centers are leading the pack in 2026 after a turbulent 2025, and how well-amenitized, well-located properties are driving a performance bifurcation within the office sector. Key Topics Covered We explore how REITs are keeping their momentum and outpacing broad equity markets in 2026. Edward shares a deep dive into specific sectors, detailing the rebound of data centers, the rise of lodging and senior housing, and the nuanced truth behind the "office is dead" headlines. We also take a look into Nareit's REIT Industry Tracker, detailing how high occupancy rates, solid FFO, and fixed-rate unsecured debt are giving public REITs a competitive advantage. Additionally, we discuss the lingering public-private divergence, examining why valuations are misaligned and what this dislocation means for savvy institutional and retail investors. Finally, we analyze the recent wave of consolidation, REIT-to-REIT mergers, and the growth of internal investment management platforms. "REITs have had a great start of the year... we still think that there's definitely more fuel in the tank." — Edward Pierzak Whether you are looking to invest, advise, or track institutional quality real estate trends, this episode delivers the vital market intelligence you need to finish 2026 strong.   Connect with Edward Pierzak: https://www.linkedin.com/in/edwardfpierzak Nareit Website: https://www.reit.com/   Connect with Michael Bull & The Show: Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/   For more commercial real estate market data, sector forecasts, and video episodes, visit CREshow.com.   America's Commercial Real Estate Show is brought to you by our proud sponsors. TCN Worldwide: Commercial real estate property management, leasing, and sales solutions across the US and globally. Learn more: https://www.tcnworldwide.com Build Out: The ultimate product suite for commercial real estate brokerage firms looking to streamline their business. Learn more: https://www.buildout.com   Bull Realty: Regional commercial real estate brokerage services headquartered in Atlanta, delivering market intel and strategies.Learn more: 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/  

Journalist Nick McKenzie told Ross Stevenson and Russel Howcroft it was evidence the corruption had now spread from the government's Big Build.See omnystudio.com/listener for privacy information.

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

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, July 20th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow 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

Michael A. Gayed, CFA sits down with Michael Toney-Hoffman of TrendSpider to break down the rate-cut divergence between what the Fed is signaling, what the market is pricing, and what actually shows up in leading-sector scans right now. Mike Toney-Hoffman drives the TrendSpider Sidekick portfolio agent live on screen — running natural-language prompts against real market data to identify sector leaders, rank technical setups, and pressure-test portfolio positioning against rate scenarios.

Over 100 scientists have left ISRO in one year & following the spate of resignations, the Centre has tightened rules around exits and voluntary retirement. #CutTheClutter Episode 1865 looks at reasons behind this exodus, brewing crises in ISRO and why these point to challenges for India's space programme. ThePrint Editor-In-Chief Shekhar Gupta also details the private sector boom in our nation's space sector, and some of the companies doing noteworthy work in the area.----more----Watch #OffTheCuff with Pawan Kumar Chandana, Co-Founder & CEO of Skyroot Aerospace here: https://www.youtube.com/watch?v=qcUpyye3OwM----more----Read Soumya Pillai's story on scientists leaving ISRO here: https://theprint.in/india/india-opened-space-to-private-players-isro-brain-drain-is-one-result/2987999/----more----Watch #CutTheClutter on importance of satellites in modern warfare here: https://www.youtube.com/watch?v=U839-QEUZ7s----more----Watch #CutTheClutter on Pakistan's space programme here: https://www.youtube.com/watch?v=aqaxD1rgQFw----more----Watch Walk The Talk with Prof CNR Rao here: https://www.ndtv.com/video/walk-the-talk-with-bharat-ratna-cnr-rao-308738 

When a blue-chip stock suffers a sharp selloff, every investor asks the same question: Is this a buying opportunity… or a value trap? In today's episode, we tackle a viewer question about IBM after its dramatic decline. Has Wall Street overreacted, creating an attractive entry point? Or has the market uncovered deeper problems that investors shouldn't ignore? We'll break down: What caused IBM's sharp selloff Whether the fundamentals have actually changed Key technical support and resistance levels How to evaluate buying opportunities after major price declines What long-term investors and traders should be watching Sometimes the best opportunities come when fear takes over the market… But not every dip is worth buying. We'll also answer a viewer question about DRAM and why it's become one of the hottest areas in the semiconductor industry. We'll discuss: What DRAM memory is and why it matters How AI is driving demand for memory chips The companies benefiting from the boom Whether the semiconductor rally still has room to run Finally, we'll wrap up with today's market action, highlighting: The biggest movers Sector rotation Investor sentiment What today's price action could mean for tomorrow's trading session Because great trading isn't about chasing headlines... It's about understanding the story behind the move. Listen now:

Markets are at all-time highs, but beneath the surface, something important is changing.   In the first episode of At the Desk, Ben and Phil break down the major rotation taking place across markets as capital moves away from some of the most crowded AI, semiconductor and speculative trades and into financials, industrials, healthcare and consumer staples.   They also discuss the collapse in crypto momentum, the Federal Reserve's changing stance on inflation and interest rates, falling oil prices, and what the latest manufacturing and services data tells us about the strength of the US economy.   The conversation then turns to earnings from Nvidia, Broadcom and Micron, explaining why even exceptional results may not be enough when expectations are already extremely high.   Finally, Ben and Phil explore the risks behind the AI data-centre boom, including hyperscaler capital expenditure, falling token prices, profitability concerns, share dilution and the dangers of holding several stocks that are all exposed to the same underlying theme.   ⏱️ Timestamps 01:04 Sector Rotation 06:18 Federal Reserve, Inflation and Oil 11:35 Earnings 15:25 ISM Manufacturing & Services PMI 27:00 Portfolio Diversification 32:55 Hyperscalers CapEx Cycle  

The big things you need to know:First, we are making several changes to our S&P 500 sector views with upgrades to Tech to overweight and Consumer Discretionary to market weight, alongside downgrades of Communication Services to market weight and Utilities to underweight.Second, the expected growth rate for 2Q26 S&P 500 EPS has continued to drift up ahead of reporting season, but trends in beat rates and EPS revisions have been mixed.Third, on our broader outlook we're on guard for a shift back into US and mega cap Growth leadership.

Investigative journalist Tim Mak, who has been stationed in Ukraine since 2022, joins Max and Maria for a discussion about life in Kyiv, the processes and challenges driving innovation in Ukraine's dynamic civilian defense combat hubs, and the impact of AI and information integration on the battlefield. Mentioned:  The Counteroffensive by Tim Mak, Substack  The Arsenal, Tim Mak  Build Back Ukraine, Tim Mak  Feedback? Suggestions? Ideas to help us improve? Email us at erep@csis.org.  If you love Russian Roulette, let us know by subscribing and leaving a review wherever you get your podcasts.   Listen to our sister podcast, covering all things Europe through a Washington lens: CSIS Podcasts | The Eurofile  

Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defense contractor models. With NATO spending commitments rising and geopolitical risk still elevated, the defense tech theme may be one of the most compelling macro investment stories of 2026.Today's Stocks & Topics: Day Trading, Market Wrap, Constellation Software Inc. (CNSWF), Karooooo Ltd. (KARO), Dividend Stocks, Alphabet Inc. (GOOG), Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?, VanEck Gold Miners ETF (GDX), Dividend Investing.Advertising Inquiries: https://redcircle.com/brands