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This episode dismantles the idea that successful investing comes from finding the next hot thing. Instead, Don and Tom argue that good portfolios are built by eliminating what doesn't belong: actively managed funds, sector ETFs, alternatives, high-yield bonds, gold, and other distractions that add complexity without purpose. Drawing on a Morningstar column by Amy Arnott, they reinforce that most investing mistakes come from chasing performance rather than embracing simplicity and discipline. The show also tackles listener questions on retirement “bucket” strategies, rebalancing timing, Dimensional fund structure, and annuities—emphasizing that bonds exist for stability, cash should be limited and intentional, and any strategy must be personal, rules-based, and boring enough to actually work. 0:04 Opening banter, Apple censoring Tom's name, and the beige pudding world 1:12 Bitcoin critics, one-star reviews, and a bad 2025 for crypto 2:03 Core idea: good investing is about elimination, not prediction 2:56 Amy Arnott and the case against active management 4:07 Why past winners usually become future losers 5:28 REITs, once useful, now mostly redundant 6:01 Sector funds as performance-chasing traps 8:19 Alternatives, I Bonds, and junk bonds—complexity without payoff 10:04 Bonds explained properly: stability, not income or excitement 11:14 Gold (and Bitcoin) as non-productive speculation 13:21 Simplify first and portfolios become easier—and calmer 15:05 Retirement bucket strategy: where it helps and where it hurts 18:48 Cash as an emergency tool, not a long-term holding 21:04 MYGA annuities, safety trade-offs, and insurer risk 29:04 Insurance failures as cautionary history 31:04 DFAW explained: Core Equity 1 vs Core Equity 2 35:53 Rebalancing discipline: timing beats tinkering 39:11 Final reminder: stop watching your portfolio so much Learn more about your ad choices. Visit megaphone.fm/adchoices
Steve Koenig goes inside out on the software sector, highlighting growing job opportunities and picking some favorite stocks. He likes Autodesk (ADSK), Zscaler (ZS), and Datadog (DDOG), giving each of them Outperform ratings. George Tsilis brings an example options trade for Datadog. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
US power prices are climbing, pushing utilities to the forefront of a national debate over the cost of living. Demand for electricity is growing, and is set to accelerate as tech companies race to build massive data centers to support AI and other technologies. These trends have power providers, regulators and grid operators scrambling to accommodate and prepare. So what can we see expect to see in the US power and utility sector in 2026? In this episode, Dan Testa speaks with Travis Miller, a senior financial analyst at Morningstar Securities Research, and Sam Huntington, research director on the North American power team for S&P Global Energy CERA, to get their perspectives. The discussion digs into the factors driving power prices, utility capital expenditure plans topping $1 trillion, the outlook for renewable power and gas plants in key markets, and how AI is drawing a different kind of investor to utility stocks.
The added value of Chinese manufacturing accounted for nearly 28 percent of the world's total last year.
The New Capes & Lunatics Ep #65 (LGY #420): New Green Lantern & Far Sector Part 1 This episode your team of Phil and Will review recent Green Lantern issues including Absolute Green Lantern, Green Lantern Dark, Green Lantern #25-#29, and Green Lantern Corps #7-#10. PLUS: a review of the first 4 issues of the 2020 series Far Sector. Tune in today and don't forget to review the show on Apple Podcasts, Spotify, YouTube, and anywhere else you can! Capes & Lunatics Links → Bluesky https://bsky.app/profile/capeslunatics.bsky.social → Twitter https://twitter.com/CapesLunatics → Instagram https://www.instagram.com/capeslunatics/ → Facebook https://www.facebook.com/capesandlunatics → YouTube https://www.youtube.com/c/CapesandLunatics ==================
While retail investors are worried about Nifty slipping below 26,000, the government just cleared a massive procurement deal that could send Defence stocks flying. But there is a twist—Commodities are bleeding, and the VIX is flashing a warning sign. Are we seeing a sector rotation or a trap? Plus, what does the Trump-Zelenskyy peace meeting mean for your portfolio? Tune in to find out where to park your money tomorrow.
While retail investors are worried about Nifty slipping below 26,000, the government just cleared a massive procurement deal that could send Defence stocks flying. But there is a twist—Commodities are bleeding, and the VIX is flashing a warning sign. Are we seeing a sector rotation or a trap? Plus, what does the Trump-Zelenskyy peace meeting mean for your portfolio? Tune in to find out where to park your money tomorrow.
While retail investors are worried about Nifty slipping below 26,000, the government just cleared a massive procurement deal that could send Defence stocks flying. But there is a twist—Commodities are bleeding, and the VIX is flashing a warning sign. Are we seeing a sector rotation or a trap? Plus, what does the Trump-Zelenskyy peace meeting mean for your portfolio? Tune in to find out where to park your money tomorrow.
In this episode, we deep-dive into the Indian Jewellery Industry with Abhishek Jain — a jeweller with over 30 years of industry experience and an active investor.This podcast covers the complete jewellery business from an investor's point of view, including:Jewellery industry basics & value chainNational and regional players and how they scaleKey investor metrics like margins, ROCE, studded ratio & inventory turnsContract manufacturers and their unit economicsCertification companies and their role in trust & pricingLab-grown diamonds (LGD) — opportunity, risks & future outlookAbhishek also explains gold hedging, gold metal loans, and why jewellery businesses focus on stable margins instead of gold price speculation.If you want to understand how jewellery companies actually make money and how investors should analyze this sector, this podcast gives you a clear A-to-Z framework.
Durante la temporada navideña, el comportamiento de los viajeros muestra un patrón claro: un intenso movimiento hacia los mercados navideños de Viena o Praga durante el puente de diciembre, seguido de un breve parón familiar en Nochebuena para reactivarse con fuerza en Nochevieja hacia destinos como Jordania, Egipto o cruceros en Dubái.Mientras que plazas tradicionales como Nueva York han experimentado un freno debido a precios elevados y falta de novedades, Egipto vive un resurgimiento masivo impulsado por la apertura de su nuevo museo, con ofertas que rondan los 1.800 euros por una semana con todo incluido en estas fechas.De cara al 2026, Blasco identifica a Uzbekistán y la Ruta de la Seda como el destino emergente y "espectacular" que marcará la tendencia del sector. Para combatir el encarecimiento global de los viajes, el experto subraya el papel crucial de las agencias para conseguir ofertas de última hora o "dos por uno" y recomienda la reserva anticipada como la mejor estrategia para obtener tarifas aéreas competitivas.
Japan's transport ministry and the Cabinet Office announced on Friday a roadmap for revitalizing the country's shipbuilding industry, aiming to double annual ship output to 18 million gross tons by 2035 through sector realignment.
Australia is emerging as a serious biotech player, backed by world-class universities, grant funding, and a growing venture ecosystem. Michael Thompson speaks with Stefan von Imhof, co-founder of Alts.co, about why the local biotech scene is gaining momentum, and what that looks like in practice, from a company selling cultured meat in Australia, to one that allows drug testing on living human tissue. This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
Australia is emerging as a serious biotech player, backed by world-class universities, grant funding, and a growing venture ecosystem. Michael Thompson speaks with Stefan von Imhof, co-founder of Alts.co, about why the local biotech scene is gaining momentum, and what that looks like in practice, from a company selling cultured meat in Australia, to one that allows drug testing on living human tissue. This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
How can pharma and healthcare organizations balance innovation, AI, and privacy compliance?In this episode of FIT4Privacy, Punit joined by Timothy Nobles, a leading expert in data privacy and healthcare innovation, to explore how organizations can responsibly use data while staying compliant with global regulations like GDPR and HIPAA.If you're passionate about the intersection of privacy, data, and healthcare innovation, this conversation is a must-listen.
Send us a textEver wondered how to critique the nonprofit sector while leading an organization within it? Join Maria Rio for a conversation with Amber Hamilton, President and CEO of the Memphis Music Initiative, who went viral for saying what every nonprofit leader thinks but won't say out loud. Amber shares why humor became her weapon of choice; creating satirical videos that called out philanthropy's racist funding practices, absurd application processes, and performative accountability measures. She is simultaneously running a grant-making organization that proves it can all be done differently. She tackles the real price Black women pay for speaking truth to power, why somebody has to be willing to say "the emperor is wearing no clothes," and how telling the truth (even when it's uncomfortable) ultimately works in your favor.Because if one more data sheet or think piece was going to change philanthropy, it would've happened by now. Resources:Connect with Amber Hamilton on LinkedInMemphis Music Initiative YouTube Channel- where the viral satirical videos are hostedAmber Says The Things - Amber's speaking and coaching websiteMemphis Music Initiative WebsiteSupport the show Connect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising? See if our values-aligned fundraisers are a fit for your organization.
To round out the year, we’re going with the brainchild of esteemed podcast co-host Paul Bindig, to interview the guy responsible for The Keyboard Chronicles, David Holloway. As an alleged keyboard player himself, David talks about his lifetime in adjacency to keyboards, bands, music projects and a whole lot more. There’s also a deep dive / behind the scenes discussion on how the podcast is put together and discussion on some favourite guests. To listen / watch: Audio-only: click on the play button in the audio player above, or: Video: watch the embedded video below or check it and previous episodes out on our YouTube Channel Discussion topics covered during the show (links will open in new tab): David’s past 12 months, including gigging with Gloss David’s electronic music outfit – Civil Sector David’s musical upbringing Sliprock The JVC KB-500 keyboard Yamaha DSR-1000 Discussion on musicals and orchestra pits Res Rocket Surfer The poet Philip Larkin David’s ambient music project – Stainless Fields Stainless Fields on Spotify Midnight Fields David’s go-to keyboards over the years Check out David’s 2024 rig in detail Narf Sounds A detailed chat / behind the scenes expose of the podcast Some of David’s favourite guests of all time How rig tours are organised (and apologies to Adam Holzman for calling him Andy!) Desert Island Discs: Self-Titles – Philip Oakey & Giorgio Moroder, Under the Sun – Paul Kelly & The Coloured Girls, Born Sandy Devotional – The Triffids, Songs of Distant Earth – Mike Oldfield, Darkness On The Edge of Town – Bruce Springsteen, Oxygene – Jean Michel Jarre. Band T-shirt shout-outs: Daniel Martin and The Infamous and Chrome Key links: Buy some keyboard related merchandise Drop us a line via the website, Facebook, Instagram, Reddit, Threads, BlueSky, TikTok or LinkedIn Complete our listener survey to help us improve the show, it only takes 90 seconds. Support us on Patreon and receive bonus content Check out our podcast guest playlist on Spotify to get a taste of each guest’s creations.The post David Holloway, Stainless Fields / Gloss / Civil Sector / Podcast Host appeared first on The Keyboard Chronicles.
Jena Lynch In this episode, Dr. Rob Harter welcomes Jena Lynch from DonorBox, a longtime sponsor and leading platform in nonprofit fundraising technology. Jena brings her unique perspective as a nonprofit thought leader and co-host of her own nonprofit podcast, sharing front-line insights from her work with organizations across the country. Together, Rob and Jena dive into the key fundraising challenges facing nonprofit and social impact organizations as they look ahead to 2026. From shifting donor behaviors and the rise of recurring giving to the evolving role of AI, this episode is packed with practical advice, current trends, and forward-thinking strategies to help nonprofits navigate an uncertain fundraising environment with confidence and clarity. Key Topics Include: Why a return to the basics—like individual giving and deep donor relationships—is the trend to watch in 2025 and beyond How nonprofits are adjusting to donor fatigue and declining donor counts despite rising gift amounts The growing impact of Millennials and Gen Z on nonprofit engagement and fundraising behaviors Tips for creating meaningful donor experiences and building long-term donor loyalty The importance of legacy giving and preparing for the generational wealth transfer How nonprofits are using AI practically and ethically to streamline operations and improve donor engagement Strategies for intentional, transparent communication that increases donor trust and involvement Mentioned in This Episode: DonorBox DonorBox Resources & Blog This Episode is Sponsored By: DonorBox Links to Resources: Interested in Leadership and Life Coaching? Visit Rob's website: RobHarter.com Find us on YouTube: Nonprofit Leadership Podcast YouTube Channel Suggestions for the show? Email us at nonprofitleadershippodcast@gmail.com Request a sample coaching session: Email Rob at rob@robharter.com Subscribe and ShareListen and subscribe to the Nonprofit Leadership Podcast on iTunes, Spotify, or Amazon. Don't forget to like, subscribe, and share with other nonprofit leaders!
The big things you need to know:First, we are upgrading S&P 500 Health Care to overweight from market weight.Second, we are upgrading S&P 500 Communication Services to overweight from market weight.Third, our other S&P 500 recommendations are unchanged. We remain overweight Financials and Materials, underweight Consumer Discretionary, and market weight all other sectors. Among our market weights, we have a preference for sectors that look attractively valued on our quant analysis (Consumer Staples, Energy, REITs) over those that look expensive (Utilities, Tech, and Industrials) which have been the early beneficiaries of the AI trade.We also close with a quick thought on the biggest macro takeaways from our 4Q25 global analyst outlook survey.
Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the CPI report and the bad beat for analysts. Then, they talk Bitcoin and what if it goes sideways for the next 5 years? Later, looking at Tesla TSLA implied volatility and whether SpaceX is creeping into its price plus how a small ETF is gaining flows because of a small allocation to SpaceX. We'll also talk sector performance YTD in 2025, Bitcoin vs gold searches, and yup, a little Japan talk looking at their 10 year yields surging across 2% for the first time in a while and whether this is an issue. Gold vs Bitcoin Bitcoin if its flat over the next 5-10 years as it matures SpaceX seeking investors pile into XOVR ETF (ERShares Private-Public Crossover ETF) What could go wrong for investors seeking private investments Sector performance YTD and some surprises Should Apple be a consumer staple? Japan 10-year yields surge past 2% so what could go wrong? Tesla TSLA implied volatility seems high, but it really isn't on a relative basis CPI prints a lower-than-expected reading Still no inflation from tariffs Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
First, The Indian Express' Amitabh Sinha talks about Parliament's consideration of a rewrite of India's nuclear power rulebook, a move that could change who builds and maintains nuclear power plants in the country. Next, we speak to The Indian Express' Himanshu Harsh about a brutal assault in Bihar that began as a suspicion of theft, and ended in a man's death. (12:35)In the end, we take a look at data on political funding showing how corporate donations through electoral trusts surged this year. (18:15)Hosted by Ichha SharmaWritten and produced by Shashank Bhargava, Niharika Nanda, and Ichha SharmaEdited and mixed by Suresh Pawar
In today's deep dive, will a new aid package for farmers go far enough? In a year when tariffs have affected sales of Illinois soybeans, there are major warning signs.
La industria de la belleza no deja de crecer, impulsada en parte por el gran interés que hay en la cultura del bienestar. Cada vez hay más marcas, más consumidoras y cada vez se inician más jóvenes. Pero, ¿sabemos realmente qué nos mueve a comprar un producto de belleza? En el episodio de hoy queremos analizar cómo han cambiado nuestros hábitos y en qué dirección se mueve un mundo, el de la belleza, de la mano de una empresaria que sabe mucho del sector. Ella es Gema Aznar y lleva nada menos que 20 años como directora general de Mary Kay España, una empresa que lidera el sector de la cosmética de venta en nuestro país. See omnystudio.com/listener for privacy information.
It's that time of the year where we reflect on the year that was.Cathy Love views 2025 as a “shapeshifter” year for Allied Health Business Owners. Drawing on months of lived experiences, conversations with the sector, and work alongside the Nacre team, Cathy names the intensity, complexity, and constant change that defined 2025.She walks through the major forces shaping the landscape — including NDIS pricing changes, quarterly funding periods, Thriving Kids, supports list decisions, aged care reform, and evolving expectations around outcomes and compliance — while also acknowledging the extraordinary grit, collaboration, and values-led leadership shown by business owners, clinicians, peak bodies, and advocacy groups.The episode also reflects on what Nacre delivered in 2025 — masterclasses, consulting, coaching, and community support. Looking ahead to 2026 with preparedness, confidence, and respect for the resilience of Allied Health businesses.Topics covered include:NDIS reform and funding pressurePricing reviews, PAPL decreases, quarterly funding periods, supports list finalisation, Thriving Kids, travel funding impacts, and operational strain across practices.Sector advocacy and collaborationThe role of business owners, clinicians, parent-led groups, neurodivergent-affirming communities, peak bodies, and collective action throughout the year.Nacre's work across 2025Masterclasses, podcast growth, power calls, strategy sessions, consulting packs, systems audits, leadership development, and tailored project work.Looking ahead to 2026What this year revealed about resilience, infrastructure, adaptability, and the mindset required to lead Allied Health businesses into what comes next.Related EpisodesEpisode 377: The Team Takeover – The Pillars Powering Nacre ConsultingEpisode 373: 2026 on the Horizon – Thriving Kids, Pricing & Allied Health Business ChangeP.S. If this episode is hitting on pain points you're facing, let's chat.Book a complimentary Power Call with us, and...
El ministro de Agricultura, Pesca y Alimentación, Luis Planas, ha presentado esta semana las líneas de actuación de los sectores agrario y pesquero del Pacto de Estado frente a la emergencia climática. Entre los principales objetivos, el ministro ha destacado el refuerzo de la ganadería extensiva, el impulso a los regadíos sostenibles, el fortalecimiento del sistema de seguros agrarios, la utilización de nuevas técnicas genómicas, el desarrollo de la agricultura regenerativa y el reconocimiento y retribución al sector pesquero por sus servicios ecosistémicos. Expertos de 31 instituciones de 14 países de Europa, América y Australia se dieron la Asamblea General del proyecto europeo BeXyl, para poner en común los avances en la lucha contra la bacteria Xylella fastidiosa. El Gobierno impulsa el conocimiento sobre agricultura de carbono mediante un convenio con la Asociación Española de Agricultura de Conservación Suelos Vivos. Abrimos, como cada domingo, nuestra 'Gestoría agrícola y ganadera', repasamos la actualidad semanal del sector cinegético en Aragón y conocemos los proyectos
Stephen Grootes speaks to energy expert and journalist Chris Yelland about Eskom’s decision to appoint Enerweb to build a digital platform for virtual wheeling, and how this development fits into broader regulatory tensions in South Africa’s energy market. In other interviews, Grootes explores the potential impact of a Warner Bros Discovery–Netflix deal with TV critic Thinus Ferreira, discusses the state of global markets with Benguela Global Fund Managers CIO Zwelakhe Mnguni, and chats to travel writer Sibusiso Mkhwanazi about making the most of your holiday. 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.
Send us a textIn this episode of BetaTalk, I talk about a subject I am deeply passionate about marketing within the UK heating sector.The UK has the most competitive heating market in Europe, with the highest boiler sales across the continent. In such a competitive environment, marketing plays an essential role. I reflect on how, at times, marketing messages can move away from fundamental heating science. This is not about blame or intent, but about acknowledging how commercial pressure and fast-moving narratives can influence communication.As scrutiny of the sector continues to increase from regulators, consumer bodies, and groups examining greenwashing, these gaps are becoming more noticeable. I talk about how this scrutiny is shaping conversations across the industry, including within marketing teams and trade bodies, where there can be tension between commercial expectations and technical accuracy.I also share why I speak about my grandfather so often on this podcast, and how his influence shaped my views on engineering, responsibility, and honesty in how we communicate technical information.This episode is a reflective discussion about marketing, science, and integrity, and how the heating industry can continue to communicate with clarity in an increasingly examined environment.Support the showLearn more about heat pump heating by followingNathan on Linkedin, Twitter and BlueSky
Lucinda Rouse is joined by Emily Burt, Emily Harle and Andy Ricketts to dissect the leading stories from the voluntary sector in 2025.Lucinda delivers a speedy round-up of the year's charity news before the four discuss their selected top stories. These include the launch of the Civil Society Covenant and leadership and governance challenges at Oxfam GB and World Vision UK.They share their nominations for the year's strangest stories, from sabotaged locks at a Cheshire museum to the children's charity whose future was threatened after it bought land that was open to shooting parties.The team reflects on some recurring trends over the course of the year, from the unwelcome waves of redundancies and charity closures to the effects of rising far-right activism on the sector.Tell us what you think of the Third Sector Podcast! Please take five minutes to let us know how we can bring you the most relevant, useful content. To fill in the survey, click here. Hosted on Acast. See acast.com/privacy for more information.
Stephen Grootes speaks to Chris Yelland, Energy expert & journalist, about Eskom’s recent move to award a contract to Johannesburg-based Enerweb to build a digital platform for virtual wheeling, and how that sits against broader regulatory tensions in South Africa’s energy market 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.
CALIFORNIA JOB LOSSES AND CHINA'S ECONOMIC SLOWDOWN AMID RETAIL SEASON Colleague Chris Riegel. California's new wage mandates have triggered significant job losses in the fast-food sector, forcing operators to move to lower-tax states. Internationally, while China boasts of leads in AI and EVs, these sectors rely on unsustainable subsidies, masking a deep consumer recession and deflation in the property market. NUMBER 3 1848 SAN DIEGO
Markets broke below both the 20- and 50-day moving averages, triggering a short-term MACD sell signal and raising concerns about near-term weakness. While technical damage should not be ignored, markets are becoming oversold on a relative strength basis, which historically increases the odds of a short-term bounce. Importantly, market bottoms tend to be brief, and prior episodes have shown that support breaks can be quickly reversed. The key issue now is not the intraday violation of moving averages, but where markets ultimately close the week. A sustained close below key support levels would suggest additional downside risk heading into the Christmas-shortened trading week. However, after four consecutive down days, selling pressure is becoming extended, increasing the probability of at least a reflexive rally. Investors feeling uncomfortable with recent volatility may consider using a bounce to rebalance portfolios, reduce excess equity exposure, and take profits where appropriate. This also presents an opportunity for tax-loss harvesting as select stocks are becoming more attractively priced. Importantly, much of the recent weakness has been driven by mega-cap stocks, while equal-weight indexes are beginning to close the performance gap—suggesting improving market breadth. Sector rotation is also underway, with strength emerging in Energy, Healthcare, and Staples. Staying disciplined and attentive to these shifts may help uncover selective opportunities even as headline risk remains elevated. 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://www.youtube.com/watch?v=_ITeHTYtt1Q&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- 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/ #MarketVolatility #TechnicalAnalysis #OversoldMarkets #PortfolioManagement #SectorRotation
This episode is an audio recording of an Opportunity Starts at Home (OSAH) Campaign Roundtable event held in Washington, D.C. on December 2, 2025. The event brought together campaign partners to reflect on campaign achievements, mobilize around priority bills, and discuss new strategies to further multi-sector collaboration for housing affordability. The episode features Renee M. Willis, NLIHC President and CEO, Chantelle Wilkinson, NLIHC Vice President of Strategic Partnerships & Campaigns, May Louis-Juste, NLIHC Project Manager of Strategic Partnerships, Julie Walker, OSAH Campaign Project Manager, David Gonzalez Rice, NLIHC Senior Vice President of Public Policy, and Meghan Mertyris, NLIHC Disaster Recovery Policy Analyst. Learn more about the OSAH Roundtable here: https://www.opportunityhome.org/organizations-2/opportunity-roundtable/
Parliament has passed the Sustainable Harnessing & Advancement of Nuclear Energy for Transforming India (SHANTI) Bill. Episode 1773 of #CutTheClutter explains Modi govt's SHANTI Bill, the changes it brings in & how it opens the nuclear power sector for private players. ThePrint Editor-In-Chief Shekhar Gupta also details how the SHANTI Bill is a leap ahead of UPA-era law.----more----Watch CutTheClutter on India - U.S. Joint Statement here: https://youtu.be/jebvoMV3D3g
La demanda energética del sector tecnológico como consecuencia del desarrollo de la Inteligencia Artificial:Entrevista con Jorge Alejandro Rojas Torres La entrada La demanda energética del sector tecnológico como consecuencia del desarrollo de la IA: Entrevista con Jorge Rojas Torres7/226 se publicó primero en Edwin Carcaño Guerra.
A B.C. Supreme Court decision has raised alarm bells among private landowners, ranchers, and lenders, following a ruling that grants Aboriginal title over 700 acres in the City of Richmond, title that supersedes simple title (fee simple) ownership. For ranchers and others across the province, the implications of this legal precedent are anything but local... Read More
Vanesa Santos, responsable de comunicación de Crédito y Caución, presenta el último informe sobre el sector de la automoción en Europa.
Bienvenidos a otro podcast sobre historias cortas de Warhammer 40k en Terraescribiente. En esta ocasión continuamos con la saga de Ciaphas Cain: "SECTOR TRECE" Parte 4. Escrito por: Sandy Mitchell. Maquetación: MAC (Terraescribiente) Por favor, sigue y suscríbete a las siguientes redes: DISCORD: https://discord.gg/WnbP8tQtD3 Canal de WhatsApp: https://whatsapp.com/channel/0029VaCcO2s1NCrQqLpfFR3u Escucha el audiolibro completo en: patreon.com/Terraescribiente Twitter: https://twitter.com/TerraEscriba Telegram: https://t.me/+62_TRJVg-3cxNDZh Instagram: www.instagram.com/terraescribiente/ TikTok: www.tiktok.com/@terraescribiente YouTube: www.youtube.com/@Terraescribiente ¡También suscríbete a TERRAESCRIBIENTE en ITUNES Y SPOTIFY! ¡Dale me gusta a cada podcast y coméntalos! ¡Ayuda mucho! ¡Gracias!
NotiMundo al Día - Jorge Luis Hidalgo - Situación del sector eléctrico by FM Mundo 98.1
Tabitha Monahan, reporter with the Irish Independent; Regina Bushell, Chair of Seas Suas and MD of Grovelands Childcare; followed by a debate between Emer Currie of Fine Gael and Claire Kerrane of Sinn Féin
In the final episode of of 2025 on Antipodes podcast, our sector portfolio managers were tasked with sharing their highest-conviction ideas for the year ahead. Key times: 1:00 | Graham Hay - Industrials (Honeywell International Inc) 8:30 | Nick Cameron - Healthcare (Merck & Co Inc) 17:30 | Max Shramchenko - Infrastructure (Companhia de Saneamento Básico do Estado de São Paulo) 26:30 | James Rodda - Technology (Oracle Corp) 35:00 | John Stavliotis - Emerging Markets (Globant SA)
This episode of the Trading Justice Podcast breaks down the week's biggest market developments across equities, currencies, and commodities, with the full trio of the Justice brothers—Matt, Mark, and Tim—back together for a lively, chart-driven discussion. The conversation covers broad market conditions, index resistance and support levels, Fed expectations, options strategy insights, and what traders should be watching next, all mixed with trademark humor and real-world trading perspective, the episode also highlights upcoming live trading events, education opportunities, and the annual Tackle 25 strategy that many traders use to guide their portfolios throughout the year.
Wie lobby't, die krijgt wat. Zeker autofabrikanten in Europa. Het werd al gelekt, maar nu is het officieel: de verbrandingsmotor hoeft toch niet in de ban in 2035. Verder worden uitstootreducties voor 2030 en 2035 verzwakt. En misschien is dit nog maar het begin van groene ambities die omlaag worden geschroefd. Maar waar ze bij Stellantis staan te juichen, schreeuwt de elektrische autofabrikant moord en brand. We bespreken wie er profiteert en wie niet. Verder is het tijd om extra koffie in te slaan. Wie graag handelt in Nvidia, Microsoft, Apple, Tesla en de rest van de Amerikaanse techreuzen, mag binnenkort 23 uur per dag doorrazen op de Nasdaq. Eén uurtje pauze, voor wat onderhoud en verwerking van handel. En weer door, door, door, want dat willen buitenlandse handelaren én Amerikaanse gokkers die gewend zijn geraakt aan Robinhood. De aanvraag ligt al bij de beurswaakhond SEC. Verder bespreken we de eerste Vegascasino's binnen de 'five burroughs' van de stad New York en hebben we niet minder dan twee smakelijke boardroombattles voor je in de aanbieding: Shell en Magnum. Smullen. Te gast is Jean-Paul van Oudheusden van eToro en Markets Are Everywhere.See omnystudio.com/listener for privacy information.
Blanca Gómez de Agüero, Directora de Ventas Iberia de J. Safra Sarasin, analiza la evolución del sector asegurador y su comportamiento en el actual entorno de mercado. Un sector que ha mostrado resiliencia en los últimos años, incluso en contextos de elevada volatilidad. Las aseguradoras europeas mantienen un ratio medio de solvencia cercano al 220%, lo que refleja la fortaleza de sus balances. “El sector asegurador europeo presenta las tasas de impago más bajas a largo plazo” asegura la invitada. Esta combinación refuerza su carácter defensivo y lo sitúa como uno de los segmentos más sólidos dentro del universo crediticio. Según Gómez de Agüero, “ el respaldo regulatorio, junto con la solidez del modelo de negocio, aporta estabilidad y previsibilidad a largo plazo”. Son factores clave para los inversores que buscan seguridad sin renunciar a la rentabilidad. En este contexto, destaca el atractivo de la deuda subordinada de las aseguradoras. Se trata de un activo que ofrece una prima por complejidad relevante. Sus rentabilidades se sitúan cerca del high yield, pero con una calidad crediticia investment grade. Esta prima responde a la dificultad de analizar el balance de una aseguradora, un ejercicio que requiere experiencia y un profundo conocimiento del sector. “El rating del fondo es investment grade, no high yield, pero la prima por complejidad permite obtener mayores retornos”, concluye.
If you're nearing retirement and uneasy about the math, you're not alone. Don and Tom tackle the uncomfortable reality that most near-retirees haven't actually run the numbers—and many won't like what they see when they do. Drawing on Vanguard data and real-world client experience, they break down three practical ways to shrink a retirement gap: working longer (but not necessarily full-time), thoughtfully tapping home equity, and spending less before and during retirement. 0:06 Opening and the retirement gap problem 0:52 Podcast platforms, Apple vs Spotify, and Don's short-story empire 4:08 How TRM ranks among investing podcasts and why that still feels surreal 5:24 Vanguard data: only 40% of near-retirees are on track 6:51 Kids, money, and why retirement math gets uncomfortable fast 7:51 Strategy #1: Working longer (and why part-time can be powerful) 9:41 Purpose, boredom, and the underrated psychology of retirement 10:00 Strategy #2: Home equity as a retirement resource 11:12 Downsizing, renting, HELOCs, and reverse mortgage trade-offs 13:05 Strategy #3: Spending less—before and during retirement 14:29 Reverse mortgage costs, limits, and real-world implications 17:01 Social Security timing and when immediate annuities actually help 18:40 Inflation risk, fixed income streams, and practical trade-offs 19:02 Listener Q: AVGE vs DFAW and understanding underlying holdings 21:48 Listener Q: Aggressive Roth portfolios intended for heirs 25:30 Listener Q: Washington 529 plans and GET vs traditional 529s 27:32 Listener Q: Quantum computing (short answer: no) 28:59 Sector investing, AI hype, and why diversification wins Learn more about your ad choices. Visit megaphone.fm/adchoices
James St. Aubin considers risk and reward in the AI sector, arguing that winners are the ones serving the end user. He thinks that AI is “propping up the economic outlook” and warns there could be asymmetric losses as downside risk climbs. He examines a Fed at odds and what the neutral rate actually might be: “you kind of know it when you see it.”======== 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
Liv Simpliciano, head of policy and research at Fashion Revolution, talks with Innovation Forum's Niamh Campbell about What Fuels Fashion?, Fashion Revolution's latest transparency report, exploring the power dynamics, environmental impacts and social costs embedded in global fashion supply chains. They discuss accountability, data gaps, and why greater transparency is critical to driving meaningful change across the industry.
As Interest Rates Come Down - Research the Housebuilding Sector Co's Mentioned Today: MJ Gleeson #GLE Beeks Financial Cloud #BKS Eenergy Group #EAAS Filtronic #FTC Van Elle Holdings #VANL ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers. *****MY BOOK ***** How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here: https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/ !!!IF YOU BUY THE BOOK YOU CAN GET 40% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! HOW? If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149!!! THIS IS £2.88 WEEK - LESS THAN: HALF A PINT OF BEER A BAG CHIPS FROM THE CHIPPY A BATTERED JUMBO SAUSAGE FROM THE CHIPPY A JUMBO SAVELOY FROM THE CHIPPY HALF THE AMOUNT A PERSON SPENDS ON CHOCOLATE 40% CHEAPER THAN A MCDONALDS FILAY-O-FISH 43% CHEAPER THAN A BIG MAC ONE FEEDS YOUR BELLY AND DESTROYS YOUR HEALTH, THE OTHER FEEDS YOU MIND AND IMPROVES YOUR WEALTH —---------------------------------------------------------------------- In this podcast I cover the Microcap News to see if they're good enough to be added to the MicroCap League. The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile. —---------------------------------------------------------------------- If you regularly listen to this podcast and value its content, it's a free resource, so please consider paying back in kind by giving it a 5 star rating and review. That way more people will find it. Thank you!
What happens when clean energy starts to outgrow fossil fuels at scale? Is it right to call China an electrostate? And how long will we be reliant on hydrocarbons?This week on Cleaning Up, host Michael Liebreich sits down with Lord Browne of Madingley — former CEO of BP and one of the earliest voices inside Big Oil to publicly call for emissions reductions from fossil fuels. Recorded in front of a live audience in London, the discussion explores how geopolitics, energy security, AI, and rising global anxiety are reshaping the path to decarbonisation. Lord Browne reflects on launching BP's original “Beyond Petroleum” strategy, his current work investing billions through BeyondNetZero, and why the future of climate action will be driven as much by adaptation, resilience, and people as by technology itself.From the rise of China as an electrification juggernaut and the US as an AI-powered energy giant, to the tipping point where clean energy demand could finally outpace fossil fuels, this episode offers rare insight from someone who has shaped — and challenged — the global energy system from the inside.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:BeyondNetZero: https://www.generalatlantic.com/climate/Lord Browne's previous appearance on Cleaning Up: https://youtu.be/8VXQ2EGAcGMThe Pragmatic Climate Reset, Part 1: https://youtu.be/OHKGor2_BzQ
Dangers abound back in Sector 001 and that means it's time for a Sisko family vay-cay! Ben and his dad perform at the top of their lungs, Odo escapes Dax's merciless bullying to go seagull-to-seagull with the changelings, while Leah Brahms returns in her secret identity![Episode discussion begins around 50:00]