Podcasts about sectors

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Best podcasts about sectors

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Latest podcast episodes about sectors

CTV Power Play Podcast
Power Play #2110: Tariff relief for steel & lumber sectors

CTV Power Play Podcast

Play Episode Listen Later Nov 26, 2025 47:45


Catherine Cobden, Canadian Steel Producers Association & Kurt Niquidet, BC Lumber Trade Council President; Joy Malbon, CTV News Washington Bureau Chief; Nik Nanos, Nanos Research; The Front Bench with: Sharan Kaur, Laura D’Angelo, Jamie Ellerton & Sebastian Skamski.

VC10X - Venture Capital Podcast
PE10X - Lessons from $4.7B in Software Growth Equity with Maitlan Cramer, MD Bow River Capital

VC10X - Venture Capital Podcast

Play Episode Listen Later Nov 25, 2025 47:17


What does it really take to scale a B2B software company from early traction to a category leader? In this episode, Maitlan Cramer, Managing Director at Bow River Capital, breaks down the "Capital Plus" playbook used to manage roughly $4.7 billion in assets across the firm.Maitlan moves beyond the typical VC advice, explaining why growth equity is about "rolling up your sleeves" to fix broken processes rather than just writing checks. He shares why he will always choose a great market over a great product, how to distinguish between vanity growth and sustainable revenue, and why founders need to stop fearing the "growth equity" label.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWHAT YOU'LL LEARN:

Veteran On the Move
Delivering Solutions for Defense, Intelligence, and Civilian Sectors

Veteran On the Move

Play Episode Listen Later Nov 24, 2025 35:07


This week, we welcome Army veteran RJ Blake, Founder and CEO of Blake Willson Group (BWG), a technology-enabled CPA firm reshaping service to federal defense and civilian agencies. RJ details his unique 12-year journey from military service to achieving Big Four success, explaining how he applied his deep understanding of military operations to the federal audit space and ultimately founded BWG. He shares crucial leadership lessons, distinguishing between leading by demand versus leading by influence, and discusses how BWG successfully harnesses technology to improve financial stewardship at the operational level. Additionally, RJ provides essential advice for veteran entrepreneurs, including how to leverage valuable resources like the Veteran Institute for Procurement (VIP) to maximize growth. Episode Resources: Blake Willson Group Veteran Institute for Procurement (VIP)     About Our Guest RJ Blake is the Founder and CEO of Blake Willson Group (BWG), a nationally recognized, technology-enabled CPA firm that is reshaping how the private sector serves federal defense, intelligence and civilian agencies. Under his leadership, Blake Willson Group has emerged as an innovative solutions provider that consistently outperforms legacy firms. A combat veteran with Big Four audit and advisory practice experience, RJ brings an uncommon combination of frontline experience and executive discipline to his work. His passion lies in transforming public service delivery through innovative technology, institutional clarity, and real-world outcomes. RJ began his career in the U.S. Army with the 10th Mountain Division, where he led counterinsurgency operations in Afghanistan. That sense of purpose, clarity, and mission focus now shapes every facet of BWG, from building an enthusiastic culture to delivering exceptional client service. Their mission is harnessing technology to improve financial stewardship for the welfare, defense, and security of our nation.   About Our Sponsors Navy Federal Credit Union   Navy Federal Credit Union offers exclusive benefits to all of their members. All Veterans, Active Duty and their families can become members. Have you been saving up for the season of cheer and joy that is just around the corner? With Navy Federal Credit Union's cashRewards and cashRewards Plus cards, you could earn a $250 cash bonus when you spend $2,500 in the first 90 days. Offer ends 1/1/26. You could earn up to 2% unlimited cash back with the cashRewards and cashRewards Plus cards. With Navy Federal, members have access to financial advice and money management and 24/7 access to award-winning service. Whether you're a Veteran of the Army, Marine Corps, Navy, Air Force, Space Force or Coast Guard, you and your family can become members. Join now at Navy Federal Credit Union.   At Navy Federal, our members are the mission.    Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship.   Want to be our next guest? Send us an email at interview@veteranonthemove.com.  Did you love this episode? Leave us a 5-star rating and review!  Download Joe Crane's Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470. Veteran On the Move podcast has published 500 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane. The podcast features people, programs, and resources to assist veterans in their transition to entrepreneurship.  As a result, Veteran On the Move has over 7,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.

TD Ameritrade Network
Market Rotation: Overvalued Tech to Undervalued Sectors Amidst Pullback

TD Ameritrade Network

Play Episode Listen Later Nov 21, 2025 7:10


Dan Deming weighs in on current market dynamics, noting a significant rotation out of overvalued sectors into underappreciated areas. He cautions that next week's economic data, including PPI, PCE, and consumer confidence, could shift market sentiment. Dan also discusses the perceived overvaluation of high-flying tech stocks like Nvidia (NVDA) and Oracle (ORCL), suggesting a prolonged rotation as the market questions the sustainability of A.I. sector valuations.======== 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

Nikkei Asia News Roundup with Jada and Brian
#94(2025.11.21)“Indonesia and Vietnam: A tale of two tourism sectors”

Nikkei Asia News Roundup with Jada and Brian

Play Episode Listen Later Nov 21, 2025 13:08


Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"Indonesia and Vietnam: A tale of two tourism sectors" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Mexico Business Now
“Minimum Compliance: Bridging Web3 and Traditional Sectors” by Yazareth Sanchez, CEO, Woman Way (AA1833)

Mexico Business Now

Play Episode Listen Later Nov 20, 2025 6:27


The following article of the Tech industry is: “Minimum Compliance: Bridging Web3 and Traditional Sectors” by Yazareth Sanchez, CEO, Woman Way.

The Finimize Podcast
Three Sectors And Six Stocks: Where The Charts Say To Look Now

The Finimize Podcast

Play Episode Listen Later Nov 19, 2025 12:37


Volatility's back – and technical analysis might be having a moment.In this episode, Finimize analyst Russell Burns digs into how simple tools like moving averages and MACD are helping make sense of the market's latest zigzags. It's a look at how old-school charting can offer fresh signals – and how planning your exit might just be the best entry point.Try Finimize Pro

Nebraska FARMcast - Farm and Ranch Management
Nebraska Farm Income Outlook: A Tale of Two Sectors with Brad Lubben

Nebraska FARMcast - Farm and Ranch Management

Play Episode Listen Later Nov 18, 2025 21:06


Nebraska's net farm income is projected to climb more than 40% in 2025, driven by strong cattle prices and a surge in government payments. But those headline numbers don't tell the whole story. Crop receipts have fallen for four straight years, margins remain tight, and producers across the state are facing very different economic realities depending on what they raise.In this episode, Dr. Brad Lubben, extension policy specialist with the University of Nebraska–Lincoln's Center for Agricultural Profitability, breaks down the latest Fall 2025 Nebraska Farm Income Outlook and his recent Policy Reportcolumn for Nebraska Farmer. He explains what's behind the projected income increase, why the crop sector continues to struggle, how government payments factor in, and what the outlook could mean heading into 2026.We discuss the long-term trends shaping the state's ag economy, the policy developments to watch, and the key risks and decisions producers should be thinking about as they plan for the year ahead.Fall 2025 Farm Income Outlook for Nebraska: https://cap.unl.edu/farm-incomeNebraska Farmer Policy Report: https://www.farmprogress.com/farm-policy/forecast-mixed-for-farm-income-going-into-2026

Outgrow's Marketer of the Month
Snippet- Eric Tak, European Central Bank: Crypto Isn't Likely to Take Off in Retail Payments Yet, But Collaboration Between Public and Private Sectors Is the Bigger Picture.

Outgrow's Marketer of the Month

Play Episode Listen Later Nov 18, 2025 0:33


Public + Private Innovation Will Shape the Future of PaymentsEric Tak, Head of Division, Digital Euro Product Proposition, European Central Bank, emphasized that while crypto isn't likely to take off in everyday retail payments yet, the bigger picture lies in the collaboration between the public and private sectors.The Digital Euro will provide a secure, stable platform for basic payments, a foundation on top of which licensed financial institutions and fintech players can build new services, user experiences, and value-added layers.In other words, the innovation isn't replaced, it's enabled.The Digital Euro sets the rails.The private sector drives the train. Listen to the full podcast now- https://bit.ly/4lk6zer#DigitalEuro #CentralBankDigitalCurrency #ECB #PaymentsInnovation #Fintech #FutureOfMoney #FinancialInfrastructure #PublicPrivatePartnership #EuropeFintech #CBDC

Real Estate News: Real Estate Investing Podcast
Emerging Real Estate Trends for 2026: Top Markets and Sectors to Watch

Real Estate News: Real Estate Investing Podcast

Play Episode Listen Later Nov 13, 2025 5:04


What will shape real estate in 2026? In this episode, Kathy Fettke breaks down the newest PwC & Urban Land Institute Emerging Trends in Real Estate report, highlighting the top markets to watch and the sectors poised for growth. From data centers and senior housing to shifting office demand and rising Sun Belt metros, we explore where investors are finding opportunity—and what trends could define the year ahead. Want to learn more about the Dallas Market? Visit www.NewsforInvestors.com  JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1  FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS SOURCE:  https://www.pwc.com/us/en/about-us/newsroom/press-releases/emerging-trends-in-real-estate-2026.html

My Positive Vision for the AI Future, from the Existential Hope Podcast

Play Episode Listen Later Nov 12, 2025 69:54


In this special crossover episode from Beatrice Erkers' Existential Hope podcast, The Cognitive Revolution's host explores the crucial, often-neglected question of building a positive vision for the future in the AI era. The discussion delves into what a new social contract and daily life could look like, covering transformative applications from self-driving cars and personalized tutoring to democratizing access to expertise and radically improving health. Listeners will gain insights into fostering higher societal expectations for progress, understanding Eric Drexler's "comprehensive AI services," and the profound impact of fiction in shaping AI's future. LINKS: Generative deep learning antibiotic design Why Tool AIs become Agent AIs Existential Hope Podcast Sponsors: Google AI Studio: Google AI Studio features a revamped coding experience to turn your ideas into reality faster than ever. Describe your app and Gemini will automatically wire up the right models and APIs for you at https://ai.studio/build Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive Tasklet: Tasklet is an AI agent that automates your work 24/7; just describe what you want in plain English and it gets the job done. Try it for free and use code COGREV for 50% off your first month at https://tasklet.ai PRODUCED BY: https://aipodcast.ing CHAPTERS: (00:00) Sponsor: Google AI Studio (00:31) About the Episode (02:43) Introducing Nathan Labenz (03:50) A Positive AI Future (Part 1) (12:23) Sponsors: Shopify | Tasklet (15:31) A Positive AI Future (Part 2) (15:31) Excitement for Self-Driving (19:25) Visions for 100 Years (24:58) Near-Term Transformative AI (31:08) AI's Impact on Sectors (41:16) Comprehensive AI Services (52:16) Balancing Hope and Risk (56:51) Raising Societal Ambitions (01:01:30) Branching Sci-Fi Narratives (01:06:00) Lessons From Podcasting (01:09:52) Outro SOCIAL LINKS: Website: https://www.cognitiverevolution.ai Twitter (Podcast): https://x.com/cogrev_podcast Twitter (Nathan): https://x.com/labenz LinkedIn: https://linkedin.com/in/nathanlabenz/ Youtube: https://youtube.com/@CognitiveRevolutionPodcast Apple: https://podcasts.apple.com/de/podcast/the-cognitive-revolution-ai-builders-researchers-and/id1669813431 Spotify: https://open.spotify.com/show/6yHyok3M3BjqzR0VB5MSyk

The John Batchelor Show
52: Flood Data Shows Alarming Trends, Surpassing Previous Modeling Estimates. Professor Beth Tellman (University of Arizona Geography Department; Cloud to Street) highlights that her compiled flood data is useful for financial sectors, such as insurance a

The John Batchelor Show

Play Episode Listen Later Nov 5, 2025 8:14


Flood Data Shows Alarming Trends, Surpassing Previous Modeling Estimates. Professor Beth Tellman (University of Arizona Geography Department; Cloud to Street) highlights that her compiled flood data is useful for financial sectors, such as insurance and municipal bonds. The data shows Asia dominates observations, accounting for 398 of 913 events, including 85 in India and 52 in China. Furthermore, climate change projections for 2030 show Asia, among 57 countries globally, is expected to see significantly increased flood exposure. Tellman asserts her data is more alarming than previous modeling because it systematically captures impactful human events that models often exclude, such as dam breaks (13 events affecting over 13 million people). Although projections to 2100 are highly uncertain, the 2030 predictions are considered a "pretty good bet." This fresh, observed data, which runs contrary to good planning, is expected to be incorporated into the next IPCC report. 1894 PORTLAND

TD Ameritrade Network
Bull Market Resilience: A.I. and Select Sectors Powering Gains

TD Ameritrade Network

Play Episode Listen Later Nov 5, 2025 10:31


With the S&P 500 up, many are wondering how much longer the bull market can run. Kevin Mahn says recent history is on its side. He attributes this resilience to the A.I. revolution, which he believes has just begun to gain steam. He also expects earnings to continue to drive the market, but warns that valuations matter and investors should be selective in their approach. Mahn sees opportunities in A.I. infrastructure, aerospace and defense, and small-cap biotech, as well as in the utilities trade.======== 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

UC Today - Out Loud
Securing AI-Powered Meetings for Regulated Sectors with AudioCodes

UC Today - Out Loud

Play Episode Listen Later Nov 5, 2025 10:44


In this exclusive UC Today interview, host Kieran Devlin speaks with Marina Risher, Senior Product Manager for Public Sector Solutions at AudioCodes. With over two decades of experience in software engineering and product leadership, Marina shares her insights into how regulated industries can reap the benefits of AI-powered meeting intelligence—without compromising on security or compliance. If you're in government, defense, finance, or healthcare, and grappling with the challenges of cloud-based collaboration, this session is a must-watch.As AI adoption accelerates across the workplace, regulated sectors face a unique challenge: how to harness intelligent meeting tools without compromising compliance or data sovereignty. That's where MIA On-Prem from AudioCodes comes in—a fully on-premise, AI-powered meeting intelligence solution designed specifically for highly regulated environments.In this conversation, Marina Risher explains:Why trust, cost control, and operational autonomy are driving a wave of cloud repatriation in regulated industries.How MIA On-Prem uses small language models (SLMs) to generate secure, compliant meeting insights—entirely on-premise.The importance of customizable, template-based meeting summaries that meet strict formatting and documentation standards.How AudioCodes leverages its deep experience in UC and CX to offer seamless integration with legacy telephony systems.To dive deeper, visit the AudioCodes MIA On-Prem landing page to explore the product brochure, watch a live demo, and access the full solution architecture. Ready to secure your meetings? Get in touch with the AudioCodes team to discuss how MIA On-Prem can be deployed in your organization.

Dantes Outlook Market Podcast
Cyclical Rotation from High Beta to Quality Stocks

Dantes Outlook Market Podcast

Play Episode Listen Later Nov 3, 2025 2:44


Topics Covered:High-beta vs. low-volatility stock performanceWhy narrow market breadth can lead to leadership shiftsSigns of improving fundamentals after a mild earnings recessionThe impact of new small-business tax cuts on growth and jobsThe case for quality stocks in a late-cycle environmentGlobal opportunities in value and emerging-market equitiesKey Takeaway:Rotation and selectivity — not just momentum — will shape the next leg of this market.Visit us at dantesoutlook.com

Stocks To Watch
Episode 715: Kirk Spano on Opportunities in Energy, AI, and Technology

Stocks To Watch

Play Episode Listen Later Oct 30, 2025 59:35


Sectors like energy and AI are reshaping the global economy, but are investors prepared for what comes next?In this interview, we sit down with Bluemound Asset Management Founder Kirk Spano as he discusses the evolving capital markets, from the rise of AI to opportunities in mid-cap and small-cap companies. Kirk also shares his views on energy, space, and solar stocks and how these sectors fit into the next wave of market growth.Self-directed investors can read Kirk Spano at FundamentalTrends.com with a free subscription or a paid membership using code Global1 for 50% off your first year.Bluemound Asset Management helps clients build and protect long-term wealth through disciplined, risk-managed investing. Learn more: https://www.bluemoundam.com/Watch the full YouTube interview here: https://youtu.be/gSKKjWJ0gk8And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis

In tonight's Australian Stock Market Show, Dale and Janine discuss what sectors to buy in the ASX that are set to boom in 2026.

boom sectors asx australian stock market show
BlockHash: Exploring the Blockchain
Ep. 618 Christian Davies | Insurance for Emerging Tech Sectors with Relm

BlockHash: Exploring the Blockchain

Play Episode Listen Later Oct 27, 2025 32:57


For episode 618 of the BlockHash Podcast, host Brandon Zemp is joined by Christian Davies, Global Head of Distribution and Innovation for Relm. Christian Davies has over 12 years of experience in the insurance industry as a worldwide brokerage executive director and founder. He drives Relm’s global distribution strategies and fosters innovation to enhance product reach and market impact. Relm crafts insurance solutions that give businesses in dynamic industries like Web3, AI, Alternative Medicine, Biotech and the Space Economy the protection to innovate and thrive. ⏳ Timestamps: (0:00) Introduction(1:07) Who is Christian Davies?(11:07) How to keep up with variable risk across emerging tech(12:51) How to insure the growing Cybersecurity space(17:43) How does Relm assess risk for a company(19:28) AWS outage(22:28) Why Founders should prioritize insurance against risk(24:30) Relm roadmap for 2025 and 2026(28:30) UI/UX in Web3(30:31) Events & conferences(32:12) Learn more & contact Relm

Commodity Culture
These 3 Sectors Set to Melt Down - 'It'll Happen Quickly': Edward Dowd

Commodity Culture

Play Episode Listen Later Oct 23, 2025 34:25


Edward Dowd thinks the broad market, driven largely by a massive bubble in overvalued AI stocks, is inching closer to the edge of the abyss as a mounting crisis in the real estate and credit sector make themselves apparent. Edward argues that the meltdown will happen quickly, and those caught up in the euphoria of the tech sector may find themselves losing their shirts when the bubble finally bursts.Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.comPhinance Technologies: https://phinancetechnologies.comEdward's website: https://www.eddowd.comFollow Edward on X: https://x.com/DowdEdwardFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

UK Investor Magazine
UK budget, AI valuations, and undervalued FTSE sectors with Saxo's Neil Wilson

UK Investor Magazine

Play Episode Listen Later Oct 23, 2025 21:13


The UK Investor Magazine was delighted to welcome Neil Wilson, Investor Strategist at Saxo UK, to discuss global equity markets and key near-term events.The discussion begins by examining the Bank of England's monetary policy constraints and whether rate cuts can deliver meaningful market impact, given current inflation rates.The conversation then turns to global equity valuations, questioning whether elevated price levels represent a genuine concern or simply reflect the natural progression of market appreciation.This leads into artificial intelligence, weighing whether the sector is experiencing a speculative bubble or if current valuations can be justified by future earnings.We look at the current US earnings season, highlighting standout companies and the key takeaways.With the FTSE 100 trading near record highs, we explore which sectors present the most compelling value opportunities for UK investors.Neil provides his view on the gold rally and whether it can be sustained. Hosted on Acast. See acast.com/privacy for more information.

The Alopecia Angel Podcast
Top Jobs & Career Sectors Linked to Hair Loss & Stress - Ep. 199

The Alopecia Angel Podcast "Awaken to Hair Growth"

Play Episode Listen Later Oct 19, 2025 10:16


In this episode, we explore the top 5 industries that contribute most to hair loss due to stress and demanding conditions. We offer suggestions on how to manage or transition out of high-stress professions to improve your overall well-being and hair health. -HELP IS WITHIN YOUR REACH!Alopecia Angel is dedicated to those seeking a holistic, natural, and safe approach to healing Alopecia from the inside out! The main force behind Alopecia Angel is a deep desire to help individuals achieve what I achieved with a natural treatment option, a well-rounded approach to health, wellness, and reversing Alopecia naturally without antibiotics, pharmaceuticals, cortisone shots to the head, or embarrassing creams.After seeing results with my multi-tiered natural Alopecia treatment, targeting mind, body, nutrition, environment, and other elements, I decided I wanted to share my findings and let others know that a natural, safe, and holistic method does in fact exist to regrow hair from alopecia. -Website: https://www.alopeciaangel.comYouTube Channel: https://www.youtube.com/alopeciaangelFacebook: https://www.facebook.com/alopeciaangelInstagram: http://instagram.com/alopecia_angel

Five minute Feng Shui by Candice
Feng Shui Factors That Can Attract Paranormal Energy & Famous Haunted Objects

Five minute Feng Shui by Candice

Play Episode Listen Later Oct 17, 2025 39:33


In this episode of the Learn Feng Shui Podcast, host Candice Berlanga explores the intersection of Feng Shui and the supernatural, focusing on haunted houses, spiritual energies, and the impact of location on energy flow. We look at the significance of the Northeast and Southwest corners of a home, the effects of living near cemeteries, and the influence of certain plants. Folklore Friday: Haunted objects and cursed items throughout history. 0:05 Intro01:27 Feng Shui & the Spiritual Realm 03:10 Energy of Sectors 06:03 What to avoid07:05 Plants and Trees to avoid 09:05 Overly “Yin” Energies 12:45 Land with Negative History 17:00 Statues and Figures 19:13 Haunted Objects 22:05 The Hope Diamond 23:37 The Dibbik Box24:48 The Tallman Bunkbeds25:46 The Busby Stoop Chair26:34 Crying Boys Painting 27:13 The Woman from the Line Painting 27:54 The Orlov Diamond 28:50 Jame Dean Porche30:07 The Bassano Vase30:55 The Hands That Resist Him 32:34 Famous Cursed Dolls38:45 Final Thoughts -------Subscribe on Substack! https://learnfengshui.substack.com/?r=442rsj&utm_campaign=pub-share-checklistSend questions here: ⁠info@learnfengshui.com Connect on social media & contact me HERE ⁠https://linktr.ee/learnfengshuinow⁠--------Sources:https://www.fengshuibalanz.com/feng-shui/outdoor/ghosts-spirits/https://fengshuinexus.com/feng-shui-rules/feng-shui-rules-related-to-supernatural/Folklore Friday https://usghostadventures.com/haunted-stories/real-haunted-dolls-annabelle-robert-the-doll-and-lily/https://usghostadventures.com/americas-most-haunted-trending/the-worlds-most-cursed-objects/

TD Ameritrade Network
Doug Butler: Stay Invested, But Start Rotating Sectors

TD Ameritrade Network

Play Episode Listen Later Oct 16, 2025 5:46


“Staying invested is better than running for the exits,” Doug Butler argues. He advises investors to stay in the market and discusses how he has reallocated his portfolio to find safety, moving into sectors like utilities and energy. However, he still owns names like Microsoft (MSFT) or Oracle (ORCL). Another of his picks is Honeywell (HON).======== 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

IFPRI Podcast
Tackling extreme poverty and financing for food systems in Africa

IFPRI Podcast

Play Episode Listen Later Oct 16, 2025 118:53


Policy Seminar | IFPRI Policy Seminar Tackling extreme poverty and financing for food systems in Africa Organized by IFPRI and partners on the margins of the IMF-World Bank Annual Meetings October 17, 2025 Join speakers from IFPRI, IFAD, UNU-WIDER and the World Bank for a high-level seminar exploring two major African priorities – poverty reduction and food systems transformation in sub-Saharan Africa. Speakers will highlight the need to make progress on reducing poverty in fragile and conflict-affected areas across the continent, and the need to examine how most effectively to finance food systems amidst declining external funding flows. An inaugural World Bank- UNU-WIDER report on poverty and fragility, being previewed at this seminar, indicates that Sub-Saharan Africa has become the epicenter of the poverty–fragility nexus, with some 70% of people in fragile and conflict affected areas now living in the region and half of the world's extreme poor projected to reside in fragile SSA states by 2030. The Africa Report on External Development Financial Flows to Food Systems, recently released by IFAD, AKADEMIYA2063, and IFPRI—analyzes the volume and composition of development finance directed toward African food systems, and implications of decreasing external flows, also for national financing strategies. This timely discussion will spotlight urgent financing needs and policy pathways to reduce poverty in the most vulnerable regions of Africa and strengthen food systems across the continent. It will also underscore the critical role of robust evidence and data-driven analysis in guiding effective financing strategies and policies —particularly as governments and development partners confront the dual pressures rising fragility and declining external flows. By grounding decisions in rigorous research, stakeholders can better align resources with impact and chart more resilient, equitable paths forward. Opening Remarks Luis Felipe López-Calva, Global Director, Poverty Global Department, World Bank Group Patricia Justino, Director Designate, United Nations University World Institute for Development Economics Research (UNU-WIDER) Report Presentations Breaking the Fragility-Poverty Trap (World Bank Group, UNU WIDER) Maria Eugenia Genoni, Senior Economist, Poverty and Equity Global Practice, World Bank Africa Report – External Development Financial Flows to Food Systems (IFAD, AK2063 and IFPRI): Key Findings John Ulimwengu, Senior Research Fellow, IFPRI High-level Panel Kamal Gutale, Permanent Secretary for the Office of the Prime Minister of the Federal Government of Somalia Enilde Sarmento, Macroeconomist-Adviser, International Monetary Fund (IMF); member of Mozambique's delegation to the annual meetings; former National Director, Directorate of Economic Policies and Development, Ministry of Economy and Finance Diane Menville, Associate Vice President and Chief Financial Officer, Financial Operations Department, International Fund for Agricultural Development (IFAD) Ana María Ibáñez, Vice President for Sectors and Knowledge, Inter-American Development Bank (IDB) Johan Swinnen, Director General, IFPRI Moderator Charlotte Hebebrand, Director of Communications & Public Affairs, IFPRI More about this Event: https://www.ifpri.org/event/tackling-extreme-poverty-and-financing-for-food-systems-in-africa/ Subscribe IFPRI Insights newsletter and event announcements at www.ifpri.org/content/newsletter-subscription

Herbert Smith Freehills Podcasts
Going for green in real estate sectors EP2: Living sector

Herbert Smith Freehills Podcasts

Play Episode Listen Later Oct 15, 2025 38:36


This podcast explores delivering social value within the living sector, including through regeneration and impactful development. Speakers: • Jasmine Ceccarelli-Drewry, Director, Place Advisory & Social Impact, Avison Young • Katherine Hosea, Project Director, London Legacy Development Corporation • Carolyn Milligan, Partner, HSF Kramer • Gabrielle Coppack, Knowledge Lawyer, HSF Kramer

Nareit's REIT Report Podcast
Bouwinvest Uses Global Listed Real Estate to Tap Compelling Sectors, Geographies

Nareit's REIT Report Podcast

Play Episode Listen Later Oct 9, 2025 17:37


Friso Berghuis, director of listed investments at Dutch pension fund investment manager Bouwinvest, joined the REIT Report podcast to discuss the integration of REITs and listed real estate into Bouwinvest's global investment strategy.Bouwinvest has executed on a fully integrated public and private real estate strategy since 2012. Berghuis noted that including listed real estate ensures the opportunity to invest in specific compelling geographic markets and sectors such as health care, self-storage, and data centers.“Essentially, investing in listed real estate means you are also adding high quality diversified portfolios to the mix. And these portfolios are generally managed by seasoned management teams,” Berghuis said.Other reasons to choose global listed real estate include the ability to move quickly to invest in multiple sectors and markets, and the fact that listed and unlisted investments generally do not move in sync, he noted. 

Adeptus Ridiculous
WAR OF THE BEAST: Rocks fall, Imperial Fists Die | Warhammer 40k Lore

Adeptus Ridiculous

Play Episode Listen Later Oct 8, 2025 84:02


https://www.patreon.com/AdeptusRidiculoushttps://www.adeptusridiculous.com/https://twitter.com/AdRidiculoushttps://shop.orchideight.com/collections/adeptus-ridiculousBy mid-M32, the Imperium was in a state of relative peace and prosperity. Having recovered from the devastating Horus Heresy, the Traitor Legions were still reeling from their defeat inside the Eye of Terror, Xenos were relegated to the frontiers of Imperial space, and the stagnation and decay that would define the Imperium millennia later had not yet set in. Confident that humanity had endured its greatest challenge, the Orks in particular were underestimated and judged to have been removed as a threat since the Ullanor Crusade.  This underestimation of the greenskins would prove to be disastrous when an enormous Ork planetoids began to materialize around imperial worlds, the Imperial Fists Chapter was destroyed, entire Sectors were overrun by the Greenskins and billions upon billions perished.Support the show

Agriculture Today
2032 - Sectors of the Cattle Market...Winter Canola in Kansas

Agriculture Today

Play Episode Listen Later Oct 6, 2025 27:53


Seasonality in the Cattle Market Winter Canola Expansion and Improvement Wildlife Color Combinations   00:01:05 – Seasonality in the Cattle Market: A cattle market update with Derrell Peel, Oklahoma State University livestock economist, begins today's show as he talks about a pause in the market and how different sectors are doing.  Derrell.Peel@okstate.edu  Cow-Calf Corner Newsletter   00:12:05 – Winter Canola Expansion and Improvement: Continuing today's show is K-State's Mike Stamm and Scoular's Ed Prosser as they explain how canola has expanded in Kansas and what research has improved the crop.   00:23:05 – Wildlife Color Combinations: Drew Ricketts, K-State wildlife specialist, ends the show discussing common color combinations in wildlife and how it impacts how they are preyed on.       Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu.   Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast.   K‑State Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan

Volts
Can advance market commitments jumpstart climate's hardest sectors?

Volts

Play Episode Listen Later Oct 3, 2025 36:56


In this episode, I chat with investor Clay Dumas of Lowercarbon Capital about the growing use of “advance market commitments” (AMCs). We discuss how this simple idea — a group of buyers commits to purchasing a set amount of a product if it can be produced — can derisk investment and jumpstart innovation in the climate economy's toughest sectors. Clay explains what makes for a well-designed AMC and how it can accelerate the path to commercialization for everything from carbon removal to green steel. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

Climate Rising
Scaling Carbon Capture for Hard-to-abate sectors: Danielle Rapson of Mantel

Climate Rising

Play Episode Listen Later Oct 1, 2025 40:07


Danielle Rapson, HBS alum and Co-founder and COO of Mantel, joins Climate Rising to explain how her company is developing a novel molten-based carbon capture system for hard-to-abate industrial sectors. Danielle shares the story of how Mantel spun out of an MIT lab, what sets its technology apart from existing amine-based carbon capture, and why the economics of steam reuse are critical to its efficiency. She also discusses how Mantel's early projects in pulp and paper and oil refining are shaping its path to commercialization, and what policy and regulatory incentives—like 45Q and Canada's carbon tax—mean for scaling carbon removal solutions. This episode is part of our alumni series, which also features Eric Adamson, Robotics Executive at Oishii and co-founder of Tortuga AgTech, and Hui Wen Chan of Crusoe, which uses stranded energy to power AI data centers. Explore the full series at climaterising.org. Resources Mentioned • Mantel – Developing molten material-based carbon capture for industrial emissions • Breakthrough Energy Fellows – A program supporting early-stage climate tech innovators • The Engine – VC firm backing tough tech startups out of MIT • MCJ – "My Climate Journey," a podcast and investor network on climate tech • Kruger– Canadian pulp and paper partner for Mantel's first demonstration project • 45Q Tax Credit (U.S. IRS) – U.S. tax credit for carbon capture and sequestration • Canada's Carbon Tax Policy – A national carbon pricing mechanism incentivizing low-carbon tech Host and Guest Host: Mike Toffel, Professor, Harvard Business School (LinkedIn) Guest: Danielle Rapson, Co-founder & COO, Mantel (LinkedIn)

TD Ameritrade Network
Building ETFs that ‘Cut Through the Noise' in Popular Sectors

TD Ameritrade Network

Play Episode Listen Later Oct 1, 2025 7:40


Douglas Yones of Direxion ETFs discusses why investors might be interested in using their offerings. He discusses targeting the top 5 market leaders to “cut through the noise” and allow people to easily invest in the top performers in a sector. He also talks about how traders can learn about and use leverage in these funds. On the subject of broad markets, Douglas highlights their single-stock and hedging offerings.======== 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

Conversations at the Washington Library
Leading in the Public and Private Sectors with Susan K Neely

Conversations at the Washington Library

Play Episode Listen Later Sep 30, 2025 31:55


In this episode of Leadership and Legacy, Susan K Neely discusses her extensive experience in public service at the state and federal levels, as well as leadership in the business world. She was Special Assistant to President George W. Bush in the White House as well as the first Assistant Secretary for Public Affairs for the U.S. Department of Homeland Security. She also held senior roles with two members of Congress, and the longest serving governor in American history. She was CEO of the American Council of Life Insurers and the American Beverage Association. In this conversation you'll hear about her groundbreaking partnerships between business and public service, how she learned from mistakes, and her deep commitment to advancing presidential history through her personal philanthropy, especially the lessons in leadership of George Washington.Leadership and Legacy: Conversations at the George Washington Presidential Library is hosted by Washington Library Executive Director Dr. Lindsay Chervinsky. It is a production of the Mount Vernon Ladies' Association and Primary Source Media. For more information about this program, go to www.GeorgeWashingtonPodcast.com.

Conversations at the Washington Library
Leading in the Public and Private Sectors with Susan K Neely

Conversations at the Washington Library

Play Episode Listen Later Sep 30, 2025 31:55


In this episode of Leadership and Legacy, Susan K Neely discusses her extensive experience in public service at the state and federal levels, as well as leadership in the business world. She was Special Assistant to President George W. Bush in the White House as well as the first Assistant Secretary for Public Affairs for the U.S. Department of Homeland Security. She also held senior roles with two members of Congress, and the longest serving governor in American history. She was CEO of the American Council of Life Insurers and the American Beverage Association. In this conversation you'll hear about her groundbreaking partnerships between business and public service, how she learned from mistakes, and her deep commitment to advancing presidential history through her personal philanthropy, especially the lessons in leadership of George Washington.Leadership and Legacy: Conversations at the George Washington Presidential Library is hosted by Washington Library Executive Director Dr. Lindsay Chervinsky. It is a production of the Mount Vernon Ladies' Association and Primary Source Media. For more information about this program, go to www.GeorgeWashingtonPodcast.com.

Talking Billions with Bogumil Baranowski
The Compounders Hiding in Plain Sight | Joseph Shaposhnik on Finding Decade-Long Winners [Excess Returns Podcast]

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Sep 27, 2025 82:05


The episode originally aired on Excess Returns Podcast, and it is reposted here with permission. Thank you, Jack Forehand & Matt Zeigler. Matt and I sat down with Joseph Shaposhnik, and what an hour it was, enjoy!In this episode of Excess Returns, we sit down with Joseph Shaposhnik, founder of Rainwater Equity and former star portfolio manager at TCW. Joseph shares the investment philosophy that drove his track record of outperformance, why he focuses on recurring revenue businesses, and how he evaluates management quality and capital allocation. We also explore lessons from great investors like Warren Buffett, Bill Miller, and Peter Lynch, along with insights on valuation, portfolio concentration, and the role of passive investing in today's markets.Main topics covered:* How Joseph achieved long-term outperformance at TCW and what drove his results* Why recurring revenue and predictable cash flows are central to his approach* The importance of management quality and identifying “fanatics” vs. mercenaries* Lessons investors should and should not take from Warren Buffett* Bill Miller's influence and backing of Rainwater Equity* Characteristics Joseph looks for in great businesses and red flags in management teams* Portfolio concentration, position sizing, and risk management* Why you don't need to have an opinion on every sector* Selling discipline and knowing when it's time to move on* How valuation fits into his framework and how he thinks about paying up for quality* The impact of passive investing and why active managers must take a long-term view* Stories and lessons from Peter Lynch, including his enduring influenceTimestamps:0:00 If a stock has doubled, you haven't missed it1:00 Introduction and Joseph's track record at TCW2:00 Keys to long-term outperformance8:00 Lessons from Warren Buffett's wins and mistakes11:30 Bill Miller's influence and support for Rainwater Equity14:00 What defines a high-quality business20:00 Free cash flow compounding and moats24:00 Red flags in management teams31:00 Why active management is broken and Joseph's solution35:00 Portfolio concentration and risk management42:00 Sectors to avoid and why47:00 Joseph's selling discipline53:00 Exceptional leaders and the role of management quality58:00 Valuation, future value, and the changing economy1:04:00 Passive investing and market distortions1:09:00 Lessons and stories from Peter Lynch1:14:00 Closing questions and key investing lessons1:20:00 Where to learn more about Joseph and Rainwater EquityPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

The Bid Picture - Cybersecurity & Intelligence Analysis
409. Apple Privacy to GLP‑1 Drugs: The Trust Crisis Explained in Seven Sectors

The Bid Picture - Cybersecurity & Intelligence Analysis

Play Episode Listen Later Sep 25, 2025 91:23


Send Bidemi a Text Message!Across Apple's wearables, GLP-1 drugs, academia's AI pivot, IP fights, new crime patterns, and the dating-app slump, there is one through-line: resilient trust. In this episode, host Bidemi Ologunde maps how innovation and human values can move in step—arguing for stronger privacy rules (especially for biometrics), smarter AI oversight (think “FDA for algorithms”), real digital literacy, and business models that earn a social license to operate. It's a playbook for policymakers, tech leaders, academics, and the rest of us to design for well-being, not just engagement—so our tools save lives, our institutions keep credibility, and our relationships (online or offline) stay authentic.Support the show

Excess Returns
Finding the Next Great Tech Compounders | John Tinsman

Excess Returns

Play Episode Listen Later Sep 25, 2025 57:18


In this episode of Excess Returns, we sit down with John Tinsman, portfolio manager of the AOT Growth and Innovation ETF (AOTG). John shares how his investing journey began, the lessons he learned from both successes and failures, and how those experiences shaped his current investment philosophy. We dive deep into the concepts of low marginal cost, profitable growth, digital toll booths, and the transformative impact of AI. John also discusses his approach to valuation, position sizing, and why he believes large-cap growth and technology will continue to lead in the years ahead.Main topics covered:John's path from personal investing to launching an ETFLessons learned from early stock picks and market-making experienceThe power of low marginal cost businesses and long-term compoundingHow AI is reshaping software development, innovation, and profitabilityThe importance of revenue and earnings growth in stock selectionDigital toll booths as the future of software business modelsDifferences between profitable vs. unprofitable growth companiesWhy technology leadership today differs from the dot-com eraThe role of sectors, valuation, and position sizing in portfolio constructionJohn's views on growth vs. value, large-cap vs. small-cap, and future innovation trendsTimestamps:00:00 The riskiest thing in investing02:00 John's background and early investing journey05:00 Lessons from Apple, Boeing, Visa, and Potash10:00 Insights from agriculture and value investing12:00 AI's impact on software development and innovation16:00 Sectors, classifications, and thematic approaches18:00 Comparing AI disruption to past bubbles21:00 Profitability in today's tech companies22:00 Will the top companies stay dominant?26:00 Large-cap vs. small-cap technology investing28:00 Growth vs. value in today's market30:00 Demographics, Buffett's lessons, and sector shifts34:00 Value vs. software companies35:00 Digital toll booths explained37:00 Growth sustainability and digital infrastructure40:00 Semiconductor cycles and long-term demand44:00 Screening for growth and low marginal cost47:00 Sell discipline and valuation checks49:00 Position sizing and portfolio management51:00 ETF tax benefits and structure53:00 Where AOTG fits in portfolios54:00 One belief peers disagree with56:00 One lesson for the average investor57:00 Closing thoughts and outro

Impact Quantum: A Podcast for Engineers
From Qubits to Industry Impact – Exploring Quantum's Role Across Sectors

Impact Quantum: A Podcast for Engineers

Play Episode Listen Later Sep 25, 2025 29:07 Transcription Available


Welcome to a special edition of Impact Quantum! In this episode, we unlock the latest breakthroughs in our dazzlingly data-rich quantum industry reports. Whether you're a seasoned qubit wrangler or just quantum-curious, there's something here to energize your imagination.Join Frank La Vigne and Candice Gillhoolley as they reveal how quantum technology is leapfrogging from theory to real-world industry applications. From deep dives into sector trends like energy, pharma, finance, and defense, to behind-the-scenes looks at tools like their interactive network graph visualization, you'll get a first-hand view of where quantum is headed and why it matters. Plus, discover tips on quantum sales, learn about new community resources—including a soon-to-launch Quantum Bookshelf—and get plugged into the latest updates from the quantum ecosystem.Ready to see the future? Buckle up, because Impact Quantum is where data meets destiny, and the industrial quantum revolution is already underway.LinksInteractive Industry Report -https://impactquantum.com/IndustyReport/ Quantum Sale Playbook - https://www.amazon.com/dp/B0FR5YGFDR?tag=datadrivenm0e-20 Quantum Curious - https://www.amazon.com/dp/B0FG5HDLWJ?tag=datadrivenm0e-20 Time Stamps00:00 Global Quantum Readiness Insights05:49 Tesla Battery Material Optimization09:19 "Excitement in Vibe Coding"12:03 "Sell Solutions, Not Technology"13:40 Free Offer for Startup Hubs20:10 Gaming Dilemma: Video Card Quandary21:06 Portable High-End Mini PC26:58 "Explore Our Extensive Video Content"28:35 Quantum Data's Moment in Spotlight

Gov Tech Today
E60: Bridging Public and Private Sectors with AI and Human-Centered Design

Gov Tech Today

Play Episode Listen Later Sep 23, 2025 34:06


In this episode of Gov Tech Today, host Jennifer Saha speaks with James Regan, a recent transitioner from the public to the private sector. Regan shares insights from his extensive career in various roles in California state government, focusing on data management, pandemic response, and talent development in the age of AI. Now at Clutch Consulting, he discusses the importance of human-centered design and effective change management in modernizing government services. The conversation also delves into the integration of generative AI in the workforce and how public-private partnerships can drive innovation. Key themes include the necessity of risk-taking leadership in government, addressing regulatory constraints, and the importance of preparing the future workforce for AI. 00:00 Introduction to Gov Tech Today00:23 Meet James Regan: From Public to Private Sector00:40 James' Journey in Government01:39 Transition to Clutch Consulting02:10 The Importance of Human-Centered Design03:10 Challenges and Realities in Government Services04:54 Organizational Change Management (OCM)11:33 Navigating Policy and Regulatory Changes14:54 Generative AI in the Workforce17:59 Harnessing AI in Education and Training19:10 The Evolution of AI in the Workforce19:58 AI's Role in Government Efficiency20:25 Cybersecurity and AI Integration20:53 Future Workforce and AI Integration21:26 Simplifying AI for Everyday Use23:59 Generative AI and Government Challenges24:33 Leadership and Risk in AI Implementation26:19 The Need for Long-Term Planning in Government29:58 Addressing the AI Skills Gap33:28 Conclusion and Call to Action

Excess Returns
Finding Decade-Long Compounders with Joseph Shaposhnik

Excess Returns

Play Episode Listen Later Sep 22, 2025 82:05


In this episode of Excess Returns, we sit down with Joseph Shaposhnik, founder of Rainwater Equity and former star portfolio manager at TCW. Joseph shares the investment philosophy that drove his track record of outperformance, why he focuses on recurring revenue businesses, and how he evaluates management quality and capital allocation. We also explore lessons from great investors like Warren Buffett, Bill Miller, and Peter Lynch, along with insights on valuation, portfolio concentration, and the role of passive investing in today's markets.Main topics covered:How Joseph achieved long-term outperformance at TCW and what drove his resultsWhy recurring revenue and predictable cash flows are central to his approachThe importance of management quality and identifying “fanatics” vs. mercenariesLessons investors should and should not take from Warren BuffettBill Miller's influence and backing of Rainwater EquityCharacteristics Joseph looks for in great businesses and red flags in management teamsPortfolio concentration, position sizing, and risk managementWhy you don't need to have an opinion on every sectorSelling discipline and knowing when it's time to move onHow valuation fits into his framework and how he thinks about paying up for qualityThe impact of passive investing and why active managers must take a long-term viewStories and lessons from Peter Lynch, including his enduring influenceTimestamps:0:00 If a stock has doubled, you haven't missed it1:00 Introduction and Joseph's track record at TCW2:00 Keys to long-term outperformance8:00 Lessons from Warren Buffett's wins and mistakes11:30 Bill Miller's influence and support for Rainwater Equity14:00 What defines a high-quality business20:00 Free cash flow compounding and moats24:00 Red flags in management teams31:00 Why active management is broken and Joseph's solution35:00 Portfolio concentration and risk management42:00 Sectors to avoid and why47:00 Joseph's selling discipline53:00 Exceptional leaders and the role of management quality58:00 Valuation, future value, and the changing economy1:04:00 Passive investing and market distortions1:09:00 Lessons and stories from Peter Lynch1:14:00 Closing questions and key investing lessons1:20:00 Where to learn more about Joseph and Rainwater Equity

RNZ: Nine To Noon
Aerospace and aviation sectors want CAA to sharpen up

RNZ: Nine To Noon

Play Episode Listen Later Sep 21, 2025 22:23


Drone companies say despite the Civil Aviation Authority's efforts to improve the timeliness of drone certifications, a massive increase in the number of applications means wait times are still too long. 

Innovation Forum Podcast
Breaking silos: what apparel can learn from food and other sectors

Innovation Forum Podcast

Play Episode Listen Later Sep 18, 2025 8:02


Fashion's climate and nature strategies are converging – but what does that mean for brands and suppliers? Beth Jensen, chief impact officer at Textile Exchange, reflects on the key takeaways from our recent apparel conference, from cross-industry collaboration to the role of data. In conversation with Innovation Forum's Tanya Richard, she explains why nature-positive practices are not only about driving sustainability, but also about building supply chain resilience.

Stocks To Watch
Episode 679: AI in High-Growth Sectors: Gaxos.AI CEO on the Future of Content, Health, and Productivity

Stocks To Watch

Play Episode Listen Later Sep 11, 2025 6:45


With AI products spanning high-growth sectors like entertainment, content creation, productivity, and health & wellness, Gaxos.AI (NASDAQ: GXAI) is positioned for expansion and long-term shareholder value.CEO Vadim Mats explains how the company is leveraging two fast-growing markets through its proprietary AI framework. He highlights Gaxos.AI's evolution, the launch of ArtGen, and what sets the company apart in a competitive landscape.Watch the full video to learn how Gaxos.AI is building long-term value through its core business divisions: Gaxos Labs, Gaxos Health, and Gaxos Gaming.Learn more about Gaxos.AI through their website: https://gaxos.ai/Watch the full YouTube interview here: https://youtu.be/LsThJpZnYMg?si=Oyrjm0OT5-p2XLfqAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

TD Ameritrade Network
SPX Hits New All-Time High, Other Sectors Join Tech in Rally

TD Ameritrade Network

Play Episode Listen Later Sep 11, 2025 5:38


The SPX tapped new record highs in Thursday's session. Kevin Green explains how a breakout of a "flag pattern" helped signal a push higher for the index. He explains why all the ingredients for a continuing upside run remain intact. Market breadth breathed life into Thursday's rally as well, as Kevin points out a substantial move in advancing stocks during the day.======== 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

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Cooling jobs, rising costs, and where CRE sectors are still winning

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

Play Episode Listen Later Sep 11, 2025 22:59


The Beige Book signals an economy under pressure, with slowing growth, rising costs, and cooling labor markets weighing on CRE. In this episode of CRE Exchange, Cole Perry and Omar Eltorai break down where challenges are mounting and where opportunities remain.They spotlight resilient sectors like data centers, industrial, and high-quality office, alongside the surprising momentum of unanchored strip centers. The discussion closes with a look at key upcoming economic data and what it could mean for investment strategies.Key Moments:01:14 Federal Reserve Beige Book insights07:40 Labor market data analysis11:19 Employment Situation Report breakdown16:20 Deep dive into strip center data20:30 Upcoming conferences and data releasesResources Mentioned:Beige Book: https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htmJob Openings and Labor Turnover (JOLTS): https://www.bls.gov/jlt/ADP National Employment Report: https://mediacenter.adp.com/2025-09-04-ADP-National-Employment-Report-Private-Sector-Employment-Increased-by-54,000-Jobs-in-August-Annual-Pay-was-Up-4-4Employment Situation Report: https://www.bls.gov/news.release/empsit.nr0.htmEmail us: altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

Brown Ambition
Finding Your Power Hour: Owning Your Best Time for Big Goals

Brown Ambition

Play Episode Listen Later Sep 10, 2025 46:25 Transcription Available


On this week’s episode of Brown Ambition, Mandi shares a personal update on reclaiming her office space, juggling family life, and the big push to finish her upcoming book Brown Ambition. She opens up about the discipline it takes to chase big goals—like her 4 a.m. writing sessions—and why it’s so important to reserve your best energy for yourself, not just your 9-to-5. Mandi also dives into the latest jobs report and what the data really says about the state of the economy, especially for Black women. With over 300,000 Black women pushed out of the workforce this year, she breaks down why the numbers don’t always tell the full story and how systemic bias shows up in hiring trends. But it’s not all doom and gloom she highlights industries where jobs are still growing, from healthcare to IT, and offers perspective on pursuing career moves that align with your skills and passion rather than just chasing trends. What You’ll Learn in This Episode: How to identify your personal “power hours” and use them for your most important goals The reality behind the labor market and why Black women are being hit hardest Sectors where job opportunities are growing despite the downturn How to balance pursuing in-demand fields with staying true to your own career path Practical ways to use AI to boost your job search and career strategy Why protecting your mental health is just as important as networking and applying Resources and Links Mentioned: Click here to Sign up for Mandi’s free workshop: How to Leverage AI for Your Career – September 25th, 8 p.m. EST Join the Brown Ambition Book Club via Patreon:patreon.com/brownambition Learn more about the Loveland Foundation: thelovelandfoundation.org See omnystudio.com/listener for privacy information.

Smart Humans with Slava Rubin
Smart Humans: EquityZen's CEO Atish Davda on the evolving landscape of pre-IPO investing and the hottest sectors in the space

Smart Humans with Slava Rubin

Play Episode Listen Later Sep 2, 2025 49:57


Atish Davda is the co-founder and CEO of EquityZen, a marketplace for private investments, where he has driven product development, built the leadership team, and led operations since its founding 12 years ago. Previously, he was VP of Product at Ampush, launching its New York office, and began his career at AQR Capital Management, helping manage the firm's $4B Global Stock Selection strategy.

Build Your Network
Make Money with Conscious Capitalism | Eva Yazhari

Build Your Network

Play Episode Listen Later Aug 16, 2025 37:39


Eva Yazhari — Managing Partner of Beyond Capital Ventures, early-stage investor, author of The Good Your Money Can Do, and advocate for conscious capitalism. Her funds have backed 50+ equity and 9 debt investments, reaching over 100 million customers across Africa and India. First and most recent dollar: First job: Working at a Staten Island bread shop. Today: Managing partner of a venture + private credit fund investing in emerging markets with LP capital. Family background & mindset: Father grew up in Tanzania; grandfather a medical doctor working with Catholic missions — early exposure shaped her view of Africa as opportunity, not risk. Parents were artists — exposure to art trained her in pattern recognition, now one of her investor superpowers. Education & mindset pivots: Started pre-med at Columbia → realized it was toxic competition. Pivoted to math, discovering both aptitude and love of problem solving. Training in mathematics = fluency in patterns, language of money, and risk analysis. Early career: VP at Entrust Capital (fund of hedge funds). Employee #2 → helped scale from $200M → $4.8B AUM. Managed relationships with activist hedge fund giants like Bill Ackman and Carl Icahn. Learned portfolio building, risk management, and fundraising skills that later became core to her VC work. Why venture capital in Africa & India? By 2050, 1 in 4 humans will be African; India today has the world's largest working-age population. 53% of the next decade's growth will come from these regions. Saw contrarian “alpha” opportunity most Western investors still dismiss. Sectors of focus: Healthcare Fintech Mobility Agtech (selectively) All are tech-enabled, solving essential problems for fast-growing middle classes. Conscious capitalism lens: Portfolio companies think beyond profits → align incentives with customers, governments, communities. Example: Rwanda's first licensed online pharmacy; startup scaling e-motorbikes after gas bikes banned. Beyond Capital gives founders a share of fund profits — equitable ownership model. Fundraising lessons: Fundraising is sales math: Eva raised her second fund after 550+ investor meetings → ~30–40 LPs. Funnel has to be very wide. Mindset matters: Rejections happen, but abundance mindset drives momentum. Referrals are gold: “Every dud knows a stud” — rejections often connect you to your best investors. Exude confidence from a clear strategy — investors back comfort + conviction. Personal insights: Considers herself an entrepreneur, not just an allocator. Believes leadership skills are as critical as financial acumen. Thinks of her fund as her “third child.” Alternate career: Pop star. Dream chat: Emma Grede (helped Kardashian brands scale). Learning style: Podcasts, audiobooks, physical books. Reading now: The Culture Code by Daniel Coyle. Her book: The Good Your Money Can Do. Pump-up song: The Rapture Pt. 3 by Black Coffee. Weakness: Moving slowly — always in motion. https://www.instagram.com/consciousinvestor/?hl=en

Marketplace
Across regions and sectors, inflation zigs and zags

Marketplace

Play Episode Listen Later Aug 12, 2025 26:10


Ever read past the top line of the consumer price index? That 2.7% inflation rate varies a lot by metro area. The same goes for goods categories. So why is inflation higher in San Diego than Dallas? And higher for baby clothes and than electronics? We explain. Also in this episode: Long-term unemployment rises as hiring slows, businesses grow weary of waiting for tariff clarity, and we talk to Cheryl McKissack Daniel, CEO of the country's largest Black-owned construction firm.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Marketplace All-in-One
Across regions and sectors, inflation zigs and zags

Marketplace All-in-One

Play Episode Listen Later Aug 12, 2025 26:10


Ever read past the top line of the consumer price index? That 2.7% inflation rate varies a lot by metro area. The same goes for goods categories. So why is inflation higher in San Diego than Dallas? And higher for baby clothes and than electronics? We explain. Also in this episode: Long-term unemployment rises as hiring slows, businesses grow weary of waiting for tariff clarity, and we talk to Cheryl McKissack Daniel, CEO of the country's largest Black-owned construction firm.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.
FBF #931: Scale Up Big in Real Estate & Multi Family Sectors

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.

Play Episode Listen Later Aug 8, 2025 41:53


Today's Flashback Friday episode is from #722 thats originally aired on March 25, 2024. Darin Davis is an industry leader, real estate entrepreneur, and founder of Club Capital and brings over two decades of industry leadership and more than $1bn of sponsored real estate projects. He excels in navigating market shifts and guiding investors to exceptional returns, even in times of uncertainty like we're facing today. Aside from his real estate endeavors and in partnership with his two children, he launched The Never Quit Initiative, which is a 501(c)(3) non-profit organization. The Never Quit Initiatives mission is to broadly educate young adults on the power of passive cash flow for income and prepare financially for a potential crisis in healthcare costs. Highlights: 8:45 - Making Deals w/ H.U.D. 13:53 - Multi-Family Sector Strengths 21:26 - How To Vet Sponsors 23:31 - Multi-Family Sector Weaknesses 33:38 - Dividing A Clubhouse / Amenities Quote: "It's good that I didn't know what I was doing - If I did, I would have panicked and done nothing." Connect with Darin: clubcapital.co/investing    Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.